Wednesday Apr 08, 2015

CX Tech Adoption: Enabling the Oracle Roadmap To Modern by Rob Wales, Customer Experience Strategist

As a customer experience (CX) consultant, I'm in a lot of contact centers, talking to executives about their CX initiatives. I often hear things like, "We installed a knowledge base, but we’re just not seeing the results we expected," "Proactive chat isn't giving us a lift in conversion," or "We installed a new agent desktop, but we’re not seeing the efficiency gains." So I ask some business process questions and typically find that their processes just don't support their strategic vision or technology expectations. New technology was implemented, but the business processes never evolved to effectively utilize it.

Let's look at Virtual Assistant as an example.Virtual Assistant is a combination of natural language, contextual knowledge, chat and scripting. Implementing Virtual Assistant and immediately expecting it to be successful is like installing a kitchen sink without putting in the plumbing underneath.You have to implement technology capabilities in layers and mature your processes along the way—implement a knowledge base and develop your knowledge management processes and content; employ natural language and fine-tune it to your industry and business. 


Many companies have implemented multi-channel solutions: desktop, chat, email, web self-service, knowledge base, etc. and assume they're providing an omni-channel experience. But typically these are point solutions, the systems are disconnected, the channels are siloed, and there is very little integration between the support applications. This is a good example of tech adoption without strategy, and causes inefficiency at an operational level. But more importantly, it causes frustration for the customer. There is no visibility to all customer interactions and profile information, causing the customer to have to re-explain their issue and giving them a sense that the company doesn't know them at all.

To solve this problem, industry leaders are moving to fully integrated solutions that provide true omni-channel support, ultimate configurable flexibility, and agent desktop tools to personalize the customer experience. But technology adoption is a process, not an end-state; you can't start at the finish line. Too often, companies with CX initiatives will implement top-tier solutions, and expect all their goals to be attained through the technology alone, as if the systems themselves are a panacea. Technology solutions are only as good as the strategy and business processes they support, and it's critical to understand what those are and the capabilities needed to attain that maturity. 

Determining technology needs should be a later stage of ‘solutioning.’ To properly determine those needs, you must start at the top. Creating a strategic plan to identify and define what your business is trying to achieve is a foundational and necessary step to identifying business process gaps and/or technology needs required to meet the strategic plan. Examine the business processes that support your strategy and determine what improvements need to be made. Ascertain the metrics that will measure success, baseline your KPIs, establish improvement expectations, and determine reporting needs.  Only after you've identified the strategy, supporting processes and success criteria can you effectively identify the appropriate technology solutions that will get you there. Don't just follow the pack and implement solutions for the sake of having those capabilities. Make sure they provide you with the means to accomplish your strategic objectives.

When selecting a solution that will help you progress through your process maturity, technology roadmaps are incredibly useful. They provide a clear path to gradually attain maturity in technology, as you also attain maturity in business processes. So when I talk to companies about evolving technology and process maturity, I talk in terms of a Roadmap To Modern: “Get Going, Get Better, Get Ahead,” rather than talking only about the desired future state. This staged approach effectively enables the gradual adoption of technology, allowing companies to realize immediate improvements and progressively become CX industry leaders.

First, focus on technologies and processes that will make you more operationally efficient. This one’s easy to understand and is foremost in the mind of contact center directors everywhere: implement a base layer of technology capabilities that enables self-service, increases agent productivity, and decreases operations. Provide improved interaction capabilities to simplify customer engagement: present multiple channel options to engage your customers and a knowledge base to promote self-help: this has the benefit of not only improving efficiency, but also providing customers with options to engage the way they choose. This foundational layer of technology capabilities provides a solid basis from which to build.

Next, leverage the efficiency savings and invest in solutions that will improve customer retention. There is already cross-over between efficiency and retention by way of reduced customer effort (Most of the initiatives to make your operations more efficient also make it easier for customers to do business with you. This decreases customer effort, which in turn, increases retention.), but now you start to enable the technology to improve the processes that strengthen relationships and improve quality. A cross-channel strategy will ensure consistent, quality customer treatment across touch points. Embed consistent knowledge content in your web self-service and desktop. Consider how to use technology to engage your customers in creative ways in an effort to keep in closer contact and differentiate yourself from competitors. Use data on-hand to understand what your customer has gone through when (or before) they reach out to you so you can quickly help with the issue.

Then, as your business processes mature to match your technology capabilities, you can start to use functionality for proactive engagement, segmentation and personalization to acquire new customers, increase conversions and, ultimately, increase revenue. Use proactive outbound communications to alert customers to things like account activity, service outages, product offerings, etc. to not only answer questions customers haven’t asked yet, but also to generate sales by understanding your customers’ history, preferences and anticipating what they might need next. Segment your customers based on their profile and history to get them to the right resource the first time. 

Most importantly, use everything you know about your customers to create a personalized, differentiated experience:
  • Know how they've engaged with your company in the past, regardless of how they contacted you (phone, chat, email, Facebook, etc.), and get quick visibility into their issues.
  • Know who they are, they're preferences, what they've bought (and how much) and how they liked it.
  • Understand how they feel about your company, about their interactions with you, about the effort they expend doing business with you, and about recommending your company to others.

This level of maturity in both technology and business process will differentiate you from competitors and help make you a leader in your industry. It will also create fierce loyalty in your customers, making them brand advocates.

Technology can help you attain your strategic goalsbut you can’t get there all at once and you can’t get there with technology alone. Determine your strategy, examine your business processes, and establish your success metrics. Then, as you make choices about your CX technology, ensure that you invest in robust solutions that will get you where you want to go, and provide you with a roadmap to get their gradually. Finally, consider the progression of adoption: "Get Going, Get Better, Get Ahead," not just with your technology but with the underlying processes that the technology supports and enables.  

Learn more today about the Oracle Roadmap To ModernTM

Saturday Apr 04, 2015

"The Connected Customer" Oracle Roadmap To Modern by Dave Lanning, Senior Strategy Consultant

"Omni-channel?" "Cross-Channel?" "Multi-Channel?" What does it all mean? Isn’t it just about the customer’s engagement with the brand, and the experience that they will have along the way? There has been a fundamental shift in behavior driven by the velocity of technology adoption. Like you, your customer is now more connected than ever. These "Connected Customers" are more informed, more demanding and have higher service expectations. They say:

  • "Help Me" - Assist me with navigating on my channel-of-choice and make recommendations that are relevant to my journey
  • "Know Me" - Know my preferences, anticipate my needs and focus on how to help me achieve my journey
  • "Value Me" - Recognize and reward my tenure, treat me like a valued customer, value my time with easy-to-use support, value my relationship with relevant offers and promotions and communicate in clear, simple terms.

But who is the customer? Demographics have some interesting nuances to this shift in behavior and expectations. Your customers of tomorrow are the tech-savvy ‘millennials’ who prefer digital channels to engage with you first. During these demanding and transactional interactions, they expect to find information not only within your brand but on social and on every device they connect with – or they will quickly find someone else. On the other end of the spectrum, the more traditional late adopter, bread and butter ‘Baby Boomers’ are used to the human touch, and will only try out some of the digital paths to engage for low risk issues. They need you to make it simple, and take the time to provide them with personal guidance at their convenience.

In between these two demographics are a wide range of personalities and expectations. Service levels and demographics alone aren't going to be enough to meet the expectations of customers today. Modern marketers know this and are leveraging every channel to reach out to consumers – setting the bar for where customer service needs to continue the engagement. To make it even more complex, research has shown that 44% of customers now expect to not only have a choice of multiple channels, but also to be able to switch channels according to their preference and convenience. By 2018, Gartner predicts that digital channels will for the first time be the preferred channel for the majority of your customers. Traversing channels is rapidly becoming the norm.

Net, Net. "Connected Customers" are here and you need a modern customer service strategy to meet their needs.

Look at any business that is a stand-out for delivering exceptional experiences and you will find that customer service is at the forefront of their CX initiatives. It's not an afterthought – that doesn't happen by accident. These modern businesses adopted a maturity strategy that enabled them to best serve the continuously rising expectations of these "Connected Customers," while achieving continued growth and differentiation from their competitors. They are going through an evolution/transformation around customer engagement with a strategy that:

  • Embraces the customer’s choice of channel, with online digital channels leading the way, available 24x7 regardless of device/location; engaging customers on self-service, chat, SMS, social media, communities, etc.
  • Delivers consistent levels of service quality and knowledge accuracy on every channel, with seamless cross-channel experiences  and empowers service agents with a unified platform for all interactions and access.
  • Captures relevant data at every touch point that can be easily leveraged for current and future engagements to personalize the experience, and deepen the relationship in a measurable way  with actionable proactive and predictive intelligence that is shared across the business.

To help organizations get going on this transformational journey, Oracle has developed a Roadmap to ModernTM customer engagement strategy that helps business identify where they are today and each phase towards their goals.

  1. "Multi-Channel" - The first transformation phase in the customer engagement strategy is to move away from siloed thinking. One or two options aren't enough choice to serve customers today, but adding more channels to your customer service operations can be risky to your support and maintenance costs. You must unify knowledge and some administrative overhead in the process.
  2. "Cross-Channel" - The second phase of maturity in the customer engagement strategy must focus on the service quality and channel mix. Customers must be able to have a consistent experience within each channel and across channels. For that to happen, agents must be guided on how to engage with customers according to their channels of choice. This requires agents to use a unified platform for engagements.
  3. "Omni-Channel" - The third phase of a customer engagement strategy is the ability to personalize experiences. Many businesses jump to this phase too early and miss the unified, "accurate" data that comes from phase 2. If the data isn't right, you can hurt your relationship with your customer due to inconsistent service quality and inaccurate knowledge. Once you have good data, you can make it actionable and automate processes, curating a truly personalized and even proactive service experience across every touch point of your brand.

The Customer Engagement strategy is only one part of the three-legged stool. Without the right way to measure value and performance along the way  with benchmarks and cultural incentives (a modern value strategy), the right timing for technology platform adoption and integrations and innovations (a modern technology strategy) – your engagement strategy will be a vision of frustration. You will be unable to reach your destination of 'WOW.'

That is why the Oracle Roadmap to ModernTM has been developed as a unified customer engagement methodology, which gets delivered as part of the Oracle Service Cloud solution, along with the business maturity partner ecosystem to help guide each step of your success. Learn more today about the Oracle Roadmap To ModernTM , and stay tuned to this blog to get in-depth insights that prepare you for your journey to modern customer service.



Friday Mar 13, 2015

March 19 Webcast: Rockwell Automation Uses Innovation to Deliver Best-in-Class Global Support

Forbes Insights conducted a survey of 400+ customer service executives and found that 70% of high technology and manufacturing companies say they use knowledge management to provide relevant, accurate answers across any channel to both customers and agents. This percentage places both industries among the lead group. 

Rockwell Automation is a perfect example of a high technology AND manufacturing company that is leading the way. 

Please join us for an industry-focused webcast presented by ICMI, Rockwell Automation and Oracle. You will learn:

  • How Rockwell Automation uses knowledge-centered support (KCS) to provide quality service
  • Where Forbes identified customer support opportunities within high tech and manufacturing
  • What you can do to advance your modern customer service and support capabilities

Register today

Friday Feb 27, 2015

This Time What Happens in Vegas Won't Just Stay in Vegas: Join Us at the Modern Service Experience Mar 31–Apr 2 By Stephen Fioretti

With fast moving technologies in mobile and social, ever changing, blending and new interaction channels and rapidly change customer expectations, it’s more difficult than ever to deliver great customer service. It’s cliché to say that “service is the new marketing” but any interaction with a service organization through any channel creates an impression of your company. Great service often leads to customers recommending you to their peers.

To win new customers and retain your existing ones, you have to deliver a modern service experience. We are hosting an event on March 31 - April 2 at the Venetian in Las Vegas to help you learn how Oracle Service Cloud can help your company become a modern service organization. You’ll learn best practices from your peers, industry visionaries and Oracle experts. You’ll hear from industry analysts and influencers like Kate Leggett and Ian Jacobs from Forrester, Aphrodite Brinsmead from Ovum and more.  Customers from ASOS, BassPro, Comcast, Kohl’s, LinkedIn, Nintendo, Pella, Virgin America, Rockwell Automation and more will share where they are on their road to delivering Modern Customer Service.

You’ll hear about recent developments within the Oracle Service Cloud portfolio as well as new capabilities from two of our recent acquisitions: Oracle Co-browse (LiveLOOK) and Oracle Field Service Cloud (TOA Technologies). At our Ask the Experts sessions, you’ll have an opportunity to get one-on-one time with Oracle Service Cloud product experts in web self-service, contact center and knowledge management. We have put together a diverse agenda full of information and perspectives that will help you take your customer service strategy to the next level.

In addition to the great keynotes, roundtables and breakout sessions we've planned, we will also have plenty of opportunities for networking and fun! At an awards event on Wednesday morning, the Oracle Service Cloud team will present awards to some of our leading and innovative customers. And we hope you will join us that evening for the Service Cloud customer appreciation event at Tao Nightclub where we’ll dance, mingle and enjoy some great food and drinks. Later on that night, all of the Modern CX event attendees are invited to see One Republic perform.

It’s sure to be a productive trip, with opportunities to explore new technologies, trends and strategies, and to let loose a little with your peers and colleagues. As the saying goes; what happens in Vegas, stays in Vegas. Well, except for all the great things you’ll learn and the connections you’ll make while you are there.  See you at the event!

To get more information and register for the Modern Service Experience event, click here.  

Friday Dec 05, 2014

Field Service Management Top Ten: Talking the Talk by Tori Ballantine

As with any industry, there is a lot of lingo involved when talking about field service management. Don’t worry if you don’t know all of the terms: we’re here to help. Here is a glossary of the top ten words and phrases that are frequently used in field service management.

1. Field Service Management

Field service management is the practice of organizing, scheduling, and routing mobile employees. This sort of management is critical to the success of businesses in a wide variety of industries and typically includes a dispatch or call center as well as a field workforce. Field service management is used by companies of all sizes, from smaller organizations with ten mobile employees to large companies with tens of thousands of staff providing services all across the globe every day.

2. Field Technician / Mobile Employee 

A mobile employee, referred to as a technician in some industries, is a member of an organization’s mobile workforce. These staffers perform services in the field – at customers’ homes, places of business, or in isolated areas far from population centers. These services are wide-ranging, and can include:

  • Delivery
  • Service and repairs
  • Safety and security
  • Installation
  • Maintenance

3. Mobile Workforce 

The mobile workforce collectively refers to an organization’s mobile employees. Mobile workforce sizes and types vary greatly between industries and specific companies. For example, some businesses employ only their own field staff while others rely completely on subcontractors. Many rely on a hybrid model, comprised of both direct and third-party mobile employees. One common theme that impacts all mobile workforces is the need to effectively schedule appointments and plan routes so that customers receive the best service possible.

4. Cloud Computing 

Cloud computing refers to a method of storing information on remote servers that are accessed through the Internet. When data is stored and processed in the cloud, it can be accessed by any authorized user who has an internet connection. This makes the information globally accessible. The opposite of cloud computing is storing data locally on a personal machine or an in-house server.

5. Software as a Service (SaaS) 

Software as a Service, or SaaS, is a model of accessing software via the cloud. All of the data and capabilities of the software are stored in the cloud. Users access the programs and information through the Internet. Simply, SaaS is cloud-based software. It provides an alternative to storing information on individual machines or local servers.

6. Web-Based Application 

A web-based application, or app, is accessed through the Internet. The opposite of a web-based application is a locally installed application: one that is downloaded onto a phone, tablet or other device. A good example of this is Gmail, which is Google’s email application. If you visit mail.google.com to access your email, you are using a web-based application. If you download the Gmail app to your iPhone via the iTunes store and then access your mail through the app, you are using a locally installed application.

7. HTML5 

HTML5 is a coding language used by developers when they create websites. HTML5 is the newest version of HTML, which is the primary programming language of the Internet. One of the most important elements of HTML5 is the connection it provides to the hardware, enabling access to the camera, GPS chip, storage and other functionality. Another significant feature is its ability to present multimedia content. This content can be successfully accessed and viewed by people who use different browsers and different devices to access the Internet. HTML5 helps preserve formatting and other important aspects on web pages – and helps provide the same experience to diverse users. Many modern web-based applications are built using HTML5.

8. Device Agnostic 

Programs and applications are considered to be device agnostic when they function equally well across all devices. This includes iOS, Android, and Windows phones; different tablet brands; and desktop / laptop computers. Web-based applications that support HTML5’s rich feature set–which provide enterprise-level security–are also device agnostic. This is the fundamental foundation of a device agnostic application.

9. Predictive Capabilities 

In software, predictive capabilities refer to the program’s ability to “learn” from data that is put into the system. Some field service management solutions, for example, are able to predict how long a job might take, based on factors like the how long each unique individual requires to perform a certain task and what inventory is available in each technician’s vehicle.

10. Context Aware 

When a program is context aware, it means that it provides users with precisely the right information they need – right when they need it. For example, on an iPhone, when a user has the option to input a URL or an email address, the phone offers a ‘.com’ button. This button is available when a URL or email address is requested; it isn’t there when a URL or email address isn’t in use. This capability shows an awareness of context.

For more information, please visit our website.

Tuesday Oct 21, 2014

Webcast: Your Roadmap to Modern Customer Service this Thurs., 10/23 at 2 pm ET by Kelly Costlow

Want to become a Modern Customer Service organization but don't have a roadmap for getting there? Then join us for a live webcast this Thursday, October 23 at 11 am PT / 2 pm ET where Oracle customer service experts JP Saunders and Tom Cloos will help you develop your own blueprint for achieving modern customer service success. 

You will learn how to align your service initiatives with your overall customer experience strategy to achieve:
  • Better service at lower cost
  • Greater ease attracting and keeping customers
  • Larger profits in your contact center


About the speakers:

JP Saunders, Senior Director, Customer Experience (CX) Product Strategy at Oracle  

JP is responsible for evangelizing Oracle Customer Experience (CX) product strategyand leading its go-to-market programs. He has been helping organizations deliver better customer experiences for two decades.



                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Tom Cloos, Senior Director, Client Success at Oracle 

Tom is responsible for the North American Client Success Group, ensuring Oracle Customer Experience (CX) clients achieve business success by realizing the full value of their SaaS investments. Tom has been helping companies drive more business value from their technology solutions for over 20 years.

Monday Sep 22, 2014

Do your customers know more than your agents? Shift the equation with this webcast Thurs., Sept. 25 at 2 pm ET featuring Amberleaf

Have you ever called a contact center and known more about the company’s products and services than the agent? Or been bounced around to several different agents before you got the right answer?

That’s a recipe for customer service disaster. Don’t let that happen to your organization.

Tune into this webcast on Thursday, September 25 at 11 am PT / 2 pm ET to become the Master Chef of modern customer service with best practices from Amberleaf President John Kariotis. 

Over the last 15 years, John has helped hundreds of companies transform their contact centers into modern customer service organizations.

He’ll share customer success stories – and pitfalls to watch out for – so you can accelerate your own success.

Register here

Tuesday Aug 26, 2014

Join Chuck LaDow, Kodak for Customer Service Best Practices Webcast Thursday, August 28 at 11 am PT / 2 pm ET

Want to exchange best practices with fellow customer service professionals but just don't have the time?

Take 30 minutes this Thursday, August 28th at 11 am PT / 2 pm ET to listen to Chuck LaDow, Director, Global Customer Support, Eastman Kodak, share lessons learned from his 35 years of experience leading customer service organizations at Kodak, as well as Apple, Dell, HP and D&M Holdings.

Chuck was one of the first contact center executives to implement 24/7/365 customer support.

Register for the webcast.

Tuesday Aug 19, 2014

CRM Evolution 2014: Mediocrity is the New Horrible in Customer Service

"Mediocrity is the new horrible in customer service." — Blair McHaney, President/CEO, Gold's Gym

Almost everyone knows that customers' expectations have risen. But, after listening to two days of presentations at CRM Evolution, I think it’s more accurate to say that customers' expectations have skyrocketed. Fortunately, most companies have gotten the message and are taking their customer service to a higher level. For those who've been hesitant to 'boldly go where their customer service organization has not gone before,' take heart. I’ve got some statistics that will encourage you to take those first few steps.

Why should I change?

  • By engaging customers online, ancestry.com achieved a 99.5% customer satisfaction score (CSAT) while improving retention and saving millions on greater efficiency, including a 38%-50% drop in inbound calls and emails.1
  • By empowering employees to delight customers, Gold’s Gym achieved a 77.5% Net Promoter Score (NPS) and 22% customer churn rate. No small feat when you consider the industry averages are 40% NPS and 45% churn.2
  • By adapting quickly to social media, brands like Verizon have benefited from social community members spending 2.5x-10x more than average customers.3

‘The fierce urgency of now’ is upon us in customer service. You can take your customer service to a higher level! To find out more, click here.

CRM Evolution Customer Service Experience Footnotes:

*Arvindh Balakrishnan, Vice President, CX and CRM Applications Business GroupIs Your Customer Service Modern?
*Blair McHaney, President/CEO, Gold's Gym, Wire Your Organization with Customer Feedback
*Becky Carroll, Associate Partner, Cloud Strategy and Solutions, IBM, The Power of Communities for Improving the Service Experience and Building Advocates

Friday Jul 11, 2014

CX Cloud Summer Soiree Friday, August 1 from 1-5 pm at the Columbia Yacht Club in Chicago by John Kariotis

Join AmberLeaf and Oracle for an afternoon of fun in the sun on Lake Michigan at the CX Summer Soiree

 

Many businesses are still organized and operate as they did before cloud, before social, before mobile, before big data and analytics arrived. Imagine for a moment what your business would be like if it these technologies were native to your business operations and not an afterthought.

  • How would you re-envision your business model?
  • How would you re-envision your infrastructure, processes, decisions and experiences?
  • How would you re-envision your products and services?

Join us at the AmberLeaf and Oracle CX Summer Soiree and explore new possibilities and opportunities for your business. Gain insight from a number of current clients and thought leaders in keynotes offering unique perspectives in a unique environment.

  • Oracle’s vision for Customer Experience in the Cloud
  • Improving service solutions through cross-channel interactions
  • Take a knowledge-driven approach to serving customer needs
  • How the integrated Customer Experience Cloud service solutions complement back-office ERP operations
  • Convergence of the Marketing and Service Clouds by automating how to maximize service interactions and marketing effectiveness
  • How to take control of your Social Cloud to transform your service operations
  • How to gain efficiency and improved returns on your CX investments

On the shores of Lake Michigan you will experience several educational and interactive discussions on the bow, on the aft deck, and on the forward deck of Columbia Yacht Club. Each session will be followed by Columbia’s Sommelier hosting a wine tasting set to the theme of ‘America Cup II’ between California and New Zealand.

We will clear the clouds by sampling different wines of each region while learning about Oracle CX solutions. Each tasting will be voted on which country had the best wine so you can determine who wins the next America’s Cup!

The Oracle CX Summer Soiree will allow you to collaborate with peers, industry leaders, Oracle experts and AmberLeaf to share ideas and stories.

Register for the AmberLeaf and Oracle CX Summer Soiree on August 1 from 1:00 – 5:00 PM CDT

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