Wednesday Jul 29, 2015

The Connected Field Service Workforce: Past, Present and Future

Face-to-face customer interaction is the best opportunity to build loyalty, immediately address concerns, collect customer feedback and even upsell new services or products. And often, the only employee to ever engage with customers face-to-face at their homes or businesses is the resource sent to provide field services. Whether that person is performing equipment maintenance, delivering a product, or connecting a customer to a new service, it’s vital that field resources arrive at customer appointments with all the tools and information needed to complete jobs correctly the first time, every time. Only field resources that are truly “connected” have the tools to drive an exceptional level of customer engagement. So how can you achieve this level of connectivity within your field service operations? [Read More]

Wednesday Jul 22, 2015

5 Steps to Providing Exceptional Multilingual Customer Support

By Kaarina Kvaavik and Heather Shoemaker, founders, Language I/O

In today’s ever-expanding global world, it’s bad business for companies to not have some sort of multilingual customer support. Even those without a global presence will have interactions with non-native speakers. The inability to support these customers isn’t from a lack of trying, but from a lack of proper resources designated for multilingual customer support efforts.

Having the right tools can be a boon for a company’s global expansion strategy and for retaining current international customers. The importance of retention is reflected in a recent Adobe report that estimates, “for each 1% of shoppers who return for a subsequent visit, overall revenue will increase by approximately 10%.”[i]  Proof that as a global business it’s imperative to invest in ways of attracting and retaining customers.

Just how do you achieve your goals in multilingual customer support? In a recent blog post, Language I/O co-founder Heather Shoemaker detailed the five steps toward multilingual customer support. What are these critical items?

  1. Review your current CRM or Customer Experience (CX) platform, such as the Oracle Service Cloud, and make sure it can support your multilingual support needs.

  2. The Customer Support team should not let other departments dictate the company’s CRM or CX content translation solution. What works for one department in product translations may not work well in support translation.

  3. Hire an objective, third party linguistic reviewer for each supported language. It’s critical to have a human as part of your multilingual support as machine translation is not enough.

  4. Share a translated glossary of key terms across the company so that as new languages are added key terms can be instantly translated.

  5. Share translation memory across the company. This will allow for consistency and translation work only taking place on content that has been updated or changed.

The key in following these steps is to ensure that customer expectations are properly met and that continuity exists throughout the company in all supported languages. Of course, adjustments will need to be made for any lingual nuances that are difficult to translate, the reason why it’s important to have a third party linguistic reviewer on hand.

It’s important to keep in mind the end strategy here: exceptional multilingual customer support that exceeds customer expectations. 

To learn the importance of multilingual customer support and the impact it can have on your global efforts, join Oracle for an informative webinar on Wednesday, July 29th at 11AM ET (8AM PT, 1600 GMT). Hosted by Language I/O co-founder Kaarina Kvaavik, the webinar will feature a discussion with LinkedIn’s Josh Larson and iRobot’s Matt Cooper on how they utilize Language I/O’s LinguistNow product inside the Oracle Service Cloud environment to simplify processes, reduce costs, and support more markets. For more information and to register, click here.

Monday Jun 22, 2015

LinkedIn Wins Gartner & 1to1 Media Customer Service Excellence Award by Stephen Fioretti

LinkedIn was named a Gold winner in the Customer Service Excellence category for the 2015 Gartner & 1to1 Media Customer Experience Excellence Awards. For over a decade, Gartner and 1to1 Media have used this joint awards program to honor select, customer-centric organizations that have achieved outstanding business performance by implementing enterprise-wide, service-focused strategies. LinkedIn will be presented with this innovation in service excellence award at the Gartner 360 Summit September 9-11 in San Diego.

What helps LinkedIn bring people, processes, and technologies together to provide a superior customer experience? Andy Yasutake, Director of Tech Solutions and Operations, outlines several principles LinkedIn follows to increase business efficiency and member satisfaction.

Focus on ‘Member First’ in all you do.

LinkedIn’s mission is to connect its users and make them more productive and successful. Thus, the company implemented a ‘Members First’ initiative, and started making changes based on the Voice of the Customer. For example, when LinkedIn learned that its members placed high value on rapid response time, it encouraged agents to respond more quickly to inquiries. With the help of Oracle Service Cloud, LinkedIn achieved an 85% decrease in average initial response time, a 68% decrease in resolution time, and a 23% increase in customer satisfaction!

Your customers don’t care about organizational boundaries.
Break them down.

LinkedIn recognized that its members interacted with the brand as a whole, not just exclusively with sales, marketing, or service. As a result, the company broke down information silos between these departments and encouraged employees to step outside their given expertise to resolve issues quickly and/or prevent them from escalating. Leveraging all its assets, rapidly responding to member feedback, and rethinking roles allows the company to maximize the value of every touch and bring added value to the member journey.

Help your customers help themselves.
With over 350 million worldwide users, and more than two new members joining per second, LinkedIn expected to employ around 5,000-10,000 service representatives. However, with Oracle Service Cloud, LinkedIn was able to achieve a 97% self-service rate, thereby reducing the company’s potential need for support staff. The result? Instead of employing 5,000-10,000 reps, LinkedIn has been able to maintain agents at 750-800, easing costs and boosting efficiency, all while growing 40% year-over-year.

On the digital front, LinkedIn noticed that 50% of its web traffic came through mobile devices, and that 21% of users accessing its knowledge center were not there to solve a specific issue, but instead to learn about the product and develop their career. Therefore, the company placed emphasis on creating knowledge base articles and a mobile Help Center, enabling users to enjoy this content easily from any device.

Optimizing its support processes and empowering members to self-serve has allowed LinkedIn to efficiently provide top-tier service.

Congratulations to LinkedIn for your outstanding achievement. Oracle is honored to have partnered with you to deliver your award-winning customer experience! 

Wednesday Jun 17, 2015

What’s New with Oracle Field Service Cloud: May 2015 Release

With the acquisition of TOA Technologies in 2014, the Oracle Service Cloud added field service management to its solution portfolio. Formerly TOA’s ETAdirect, Oracle Field Service Cloud helps Oracle customers extend customer service excellence to the field while powering greater efficiencies.

As a part of the Oracle Service Cloud family, the Oracle Field Service Cloud team is excited to announce several new features in its latest release in May 2015. With a focus on integration, as well as improving both user and customer experience, new features included in the latest Oracle Field Service Cloud include:

Manage in Mobile – This mobile-friendly redesign of the Oracle Field Service Core Manage solution makes it easier for service managers and dispatchers to manage field teams from smartphones and tablets, helping customers keep pace with consumer trends. A resized display and improved scrolling and swipe functionality provide a consistent user experience across all devices.

Oracle Service Cloud Accelerator – Customers can now quickly and easily connect the call center to the field – leveraging the Oracle Field Service Cloud’s predictive routing and scheduling functionality directly within the Oracle Service Cloud Agent Desktop. Learn more about this Accelerator in this recent blog post by Stephen Fioretti, vice president of product management for Oracle Service Cloud.

Rebranding – The solution formerly known as TOA’s ETAdirect is now Oracle Field Service Cloud. Upon upgrading to version 15.5, all users will see refreshed login screens and Oracle branding – including the Oracle iconography and color palette – across the product. However, customers will still be able to customize with their own branding schemes if preferred.

Along with the features introduced in the February 2015 release, these new Oracle Field Service Cloud features aim to support the Oracle Service Cloud team’s focus on critical integrations and improving the user experience. Included in the February 2015 Oracle Field Service Cloud release were features such as routing visualization, multi-day view, mobile form editor and mobile booking capabilities.

Learn more about Oracle Field Service Cloud and its role in the Oracle Service Cloud family at http://www.oracle.com/goto/field-service/

Tuesday May 26, 2015

Oracle Service Cloud May 2015 Release – Optimizing Integrations across the Oracle Portfolio by Stephen Fioretti

The May 2015 release of Oracle Service Cloud enhances the power of Service Cloud with integration accelerators for Siebel, EBS and Oracle Field Service Cloud.  These new accelerators enable companies to connect their Service Cloud solutions with other business systems, optimizing their investments while improving operations across the organization.

Unlike traditional integration offerings, Oracle Service Cloud Integration Accelerators are designed to equip companies and technology partners with the resources they need to quickly and easily build custom integrations that leverage the power of Oracle’s business solutions to meet the unique and evolving requirements of each organization.

Extend Great Service to the Field

With the acquisition of TOA Technologies in 2014, Oracle Service Cloud added field service management capabilities to its suite of products to help companies further streamline web self-service, contact center and field service interactions. To optimize the integration between Oracle Field Service Cloud and Oracle Service Cloud, this Accelerator enables companies to leverage the field service solution’s powerful, predictive routing and scheduling functionality directly within the Oracle Service Cloud Agent Desktop. Using an intelligent booking calendar, contact center agents can book field appointments based on the real-time availability of field resources – so customers can choose a date and time that’s most convenient for them. Field service employees get more context about a customer’s problem, and contact center agents can view updates as work is assigned and completed.  Companies can now deliver a holistic and consistent service experience from the moment an inbound incident is received, through appointment scheduling and routing, and all the way through post-appointment customer feedback.

Connect Web Self Service with Siebel for a 360° Customer View

The Siebel Integration Accelerator enables the creation of custom widgets to show customer information in both Siebel and Service Cloud interfaces. Information captured from Customer Portal can be automatically added to a Service Request in Siebel, and outbound communications from the Siebel interface can be viewed in Customer Portal as well.This Integration Accelerator further enhances the integration capabilities for customers looking to utilize both Siebel and Oracle Service Cloud components.

Enhance EBS with Oracle Service Cloud Contact Center Capabilities

The EBS Integration Accelerator builds upon the same capabilities available for Siebel, connecting Web Self Service with the EBS agent interface. In the May release, this Accelerator also adds support for contact center components, connecting with EBS data to identify inbound callers and giving agents access to full customer data and history during an interaction on either the EBS or Oracle Service Cloud platforms.

In addition to these Integration Accelerators, the May 2015 release includes several other new features and enhancements, including:

  • Social Monitor Enhancements
  • Email Management Updates
  • Oracle Service Cloud Knowledge Advanced
  • Oracle Policy Automation for Mobile
  • Field Service Management Mobile Updates
For more information on what’s new in the May 2015 release, click here to read the Release Content Document.

Wednesday May 20, 2015

Modern Service Experience Conference Highlights! by Stephen Fioretti

Over 500 customer service professionals joined the Oracle Service Cloud team in Las Vegas recently to kick off the Modern Service Experience Conference! The event featured nearly 40 customer speakers including Kohl’s, LinkedIn, and Nintendo outlining the latest trends in engaging customers, empowering employees and adapting quickly to constantly changing business and customer needs. 

The conference also featured industry thought leaders from Forrester, Constellation Research, Beagle Research, and The 56 Group talking about the future of customer service and trends that are impacting a company's ability to deliver great service. 

Amidst the three days of sessions, Oracle Service Cloud hosted industry roundtables and a 100 “Ask the Experts” meetings between customers and product experts—and in-depth executive, contact center, web customer service, insightful answers, and technical tracks with customers like Virgin America, Panera, Kaiser Permanente, Beachbody, Nikon, T-Mobile and others. These discussions provided a unique opportunity to connect more closely on detailed product topics and the Oracle Service Cloud product roadmap. 

The Oracle Service Cloud team also took time to recognize leading individuals and organizations who continually champion customer service innovation, value, and collaboration to solve the next business problem. Their commitment and passion was contagious! Congratulations again to the 2015 customer award winners, including:

Oracle Service Cloud Customer Champions

  • Louis Ross, Vice President, Coach Relations, Beachbody
  • Nicholas Armstrong, Director, Global Customer, Experience Products, Orbitz
  • Stuart Concannon, Head of Customer Care, Knowledge and Optimisation, ASOS
  • Jim Ferron, Customer Experience Strategist, Nintendo
  • Tetsu Kimura, Director of Customer Service, Gogo
  • Michele Watson, Vice President, Customer Care and Payments & Risk, Walmart.com
  • Troy Carrothers, Senior Vice President, Retail Payment Solutions & Multi-Channel Sales & Service and Becky Ploeger, Vice President, Digital Commerce Customer Care, Kohl’s

Oracle Service Cloud User Group Host of the Year

  • Kyle Snay, Customer Relationship Manager, Minnesota State Colleges and Universities

Oracle Service Cloud Game Changer Award

  • Redcoon.com

Oracle Service Cloud Innovator Award

  • Ingersoll Rand

Oracle Service Cloud Community All-Stars

  • Kyle Snay, Minnesota State Colleges and Universities
  • Anuj Behl, Speridian Technologies
  • Mark Kehoe, LaTrobe University              
  • Bishnu Paudel , Charles Darwin University
  • Andy Rowse, 45 North Solutions
  • Ryan Schofield, CGI Federal
  • Mohana Gopal Selvam, Kenya Airways
  • Suresh Kumar Thirukoti, Network Rail Infrastructure Lmtd.
  • Bastiaan van der Kooij, Bastiaan van der Kooji Consultancy

Oracle Service Cloud Modern Service Experience Award

  • LinkedIn
Again we’d like to thank customers and attendees for joining us in Las Vegas and applaud them for the work they’re doing to get going, get better, and get ahead with modern customer service!

Tuesday May 19, 2015

Oracle Takeaways from Forrester Webcast: Customer Service Trends for 2015 by Christine Randle

It is hard to believe that it has been a decade since social disrupted standard operating procedures for companies. Brands had enjoyed a healthy measure of control before social media-enabled customers around the globe were able to connect and share information. Before, companies controlled not only the information that customers and prospects received, but how and when they received it—effectively spoon-feeding corporate messages to the world.

The advent of social changed this dynamic forever and ushered in The Age of the Customer.

Today, customers control the conversations they have with businesses, and brands have scrambled to adapt. Companies must become customer-obsessed and deliver experiences that meet customer expectations to succeed.

Why? Because loyal customers are less likely to churn, and they are also more likely to recommend your brand and spend more money with your company. When customers spend more money, it directly impacts and increases revenue. For this reason, it is essential to keep your customers satisfied and loyal to your brand. Besides, customer service should be a core element of your CX strategy.

Still, this is hard stuff. So it helps to get some perspective. A May 2015 webinar hosted by Forrester and featuring Forrester Research’s Kate Leggett, Trends 2015: The Future Of Customer Service, helps to make sense of customer service in 2015. Take a look at the below takeaways that we pulled from the webcast, and let us know what trends you see in your organization.

Customers increasingly rely on self-service. According to the April 2015 Forrester Research report, “Contact Centers Must Go Digital Or Die,” more customers (76%) used web self-service than the phone (73%) for customer service. Why? Because it is an easy way to get answers. Today, the phone is increasingly used for escalation, or when a customer cannot find the answer to a question. Generally, these are the most difficult inquiries and have longer handle times. But, this offers a great opportunity for companies to use the phone channel to support and deepen customer relationships. It is important to note that channel usage changes year-over-year. As such, you should survey your customers to find out what channels they prefer for customer service interactions and deploy those channels accordingly.

Adopt a mobile-first mindset.
Think about your own mobile device usage and you’ll see why customers increasingly look to contact brands via this channel. But, more than that, customers want to be able to start a conversation on mobile and then switch over to a laptop or desktop seamlessly—without needing to rehash the issue with an agent. In 2015, customers will continue to demand effortless interactions of this type over both web and mobile channels.

Explore proactive engagement.
We are all customers, right? And, as customers, we know what we want, when, where, and how we want it. To effectively leverage this fact, businesses will begin to experiment with proactive engagement. This refers to proactive chat, promotions, or content served up to customers at the appropriate time to help answer questions, easing the transition from the research phase to purchase.

Leverage connected devices for preemptive service.
The Internet of Things (IoT) has taken off in a big way, and with it comes the prospect of preemptive service. From Wi-Fi connected self-learning thermostats to smart, self-propelled vacuum cleaners IoT has the potential to reshape customer service. IoT offers businesses the opportunity to deliver preemptive service that our parents could never have imagined: Proactive communication of product information back to the company to diagnose preemptively and fix issues without customer intervention!

Analytics will power offers, decisions, and connections.
There is no “one size fits all” service. Instead, use analytics to deliver deeply personalized customer service by understanding and leveraging data from past interactions, services, and purchases. Additionally, interactions must be tailored to the channel of choice. For example, the tone of an email interaction will likely vary from that of a social or chat interaction. These nuances are important in order to optimize service quality, predict next steps, ensure satisfaction, and produce loyalty, which correlates to increased revenue.

Journey analytics will improve end-to-end service.
What does your typical customer journey look like? It is likely to cross multiple communication channels: social, web, email, and phone. Often, these touch points are managed by different functional organizations within a company. It is tricky, but ultimately customers do not care about your internal org structure. What they care about is the ability to cross channels seamlessly to get support without needing to repeat themselves at each point in the journey (we all know how frustrating that can be). But, organizational silos make it difficult to deliver consistent service experiences. Not only that, but few companies have a measure in place that encompasses all channels. Forrester expects that organizations will move to broader, more comprehensive customer service measurement programs, which span all communication channels, to help businesses understand the costs and pain points in the customer journey.

Focus on improving the agent experience.
It is staggering the amount of applications that contact center agents use on a daily basis to answer customer questions. Organizations will look to push proactive information to agents, to minimize effort, and to help streamline service delivery. If companies can improve the agent experience, by helping to guide them through resolution paths, then agents will have more confidence to help customers and to deliver truly personalized experiences.

Adopt SaaS for agility.
A March 2015 Forrester Research report, Trends 2015: The Future Of Customer Service, found that 32% of companies have already replaced or plan to replace, most or all on-premise solutions with SaaS alternatives within 2 years. Why? Because moving applications to the Cloud pushes the burden of software and hardware maintenance back onto the vendor. This allows companies to be agile and focus on innovating with new features, ultimately creating differentiated, rewarding customer experiences.

Read how Sony uses its online digital experience to proactively engage customers.

Thursday Apr 23, 2015

Roadmap to Modern: "Get Going" by Katherine Lovelace

Sometimes the first step in a journey can be the scariest one you will take. How do you know you’re going in the right direction? How do you know that you have the right equipment to get where you need to go? What happens if you make a wrong choice? The fear of the unknown, leaving behind the way things have always been, and looking ahead at a new way of thinking can sometimes lead to crippling indecisiveness and ‘paralysis by analysis.’  

This can happen to anyone—even market leaders. Yet, we know that if we can just nudge companies into taking that first step to becoming a modern customer service organization, they will have what they need to confidently take many more steps as they move along the Roadmap to Modern (RTM) maturity curve.

So what is this first step? It’s actually quite straight-forward, yet many organizations are still struggling to take it. The first step requires moving from an organization with many single silos of customer engagement, into a multi-channel initiative that enables companies to reach customers directly at their point of need—on any device and at any time. Sounds simple, right?

Then why are there so many organizations that have not figured out this basic premise of customer engagement? I come back to my original thesis: they are afraid. This revelation came during a recent client engagement where I listened to a company explain why they felt that offering more robust self-service options, as well as live chat, would not be the right strategy for them. It was because their customers are accustomed to the ‘white glove treatment’ that has become synonymous with their brand. They feared that by offering these other, arguably less formal channels of communication, they would offend their customers and risk losing them. While this is an understandable initial reaction, their fear is actually leading them down the wrong journey towards obsolescence.

However, by walking them through the RTM process and customer expectations of modern service organizations, we were able to show them that a more mature, multi-channel strategy would not imperil their ‘white glove’ customer experience but rather reinvigorate it.   

By reviewing their customer contact reason codes, we were able to quickly see that the infamous ‘80/20’ rule comes into play.  For this company, and many others, only 20% of their inbound contacts are complex and truly require live agent support, whereas the vast majority (80%) can most quickly and effectively be handled by a well-run, knowledge-powered web self-service channel—and by offering multiple channels of engagement.

Through working to triage and deflect inbound contacts by complexity and likelihood to be handled via self-service or live agent, organizations can free up  their higher cost, live agent resources to focus on the 20% of issues that truly merit attention. Of course, for your particular organization, the 80/20 rule may not be spot on. Perhaps your ratio is closer to 70/30 or 60/40. The first step to becoming a mature customer service organization is simply assessing your inbound contact context and working to triage.

Increasingly, consumers are making channel decisions based on the context of their situation. This means that the specific channel they use to contact you depends on what they’re trying to do.  

Taking this triage approach will not only elevate your engagements with existing customers, but also open the door to engaging with new customers through new channels that you are not reaching through phone and email.

After working with the company I mentioned earlier to understand the number and nature of their inbound contacts, they came to realize that intentionally not having more choices for a customer to reach them was neither in the customer’s best interest nor their own. By providing more channel choice and resolution paths, this company would actually be better able to deliver their ‘white glove’ service experience.

Let’s resolve to no longer allow fear to hold us back from delivering the most modern and advanced customer experience. Each minute lost deliberating over the ‘why nots’ is costing money and customers. We need to move the conversation to the “how do we get going” stage. This is where the fun starts. This is where we get to help clients develop their Roadmap to Modern (RTM) strategy, and guide them to making the right choices for their customers, which are ultimately the right choices for their company as a whole.

Whether your “get going” is providing more channels of choice on more devices for a complete customer interaction portfolio, or consolidating and improving your knowledge base so you can deliver the right information on every channel you offer, the end result of being there for your customer in their time of need will eliminate fear on whether you took a step in the right direction. We just need to nudge you a little and the rest will follow!

Learn more today about the Oracle Roadmap To ModernTM, and stay tuned to this blog to get insights that prepare you for your journey to modern customer service. 

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

Friday Feb 13, 2015

ICMI Webcast: Forbes Reveals How Financial and Retail Companies Modernize Customer Service by Cedric Turner

Customers have lots of options. 
If you don’t deliver the right answers fast,
they’ll go somewhere else.

That’s one of the reasons knowledge is the top customer service investment, according to a recent Forbes survey of 400+ executives. Financial services and retail companies use knowledge to provide fast, accurate answers across channels—and better train agents—while ensuring 100% regulatory compliance.

Join this ICMI webcast on March 5 at 1 pm EST / 10 am PST to hear ICMI and Oracle discuss how companies are getting ahead on the Roadmap to Modern Customer Service.

You will learn:

Register Now


Joshua Dodge

Senior Client Success Manager, Oracle

Joshua Dodge, Senior Client Success Manager at Oracle, helps companies modernize their customer service organizations to drive more efficiencies and deliver a better experience. He helps clients accelerate their progress by partnering with them to develop a clear roadmap for modern customer service. Prior to joining Oracle, Josh worked in a variety of customer service and project management leadership roles, including at Sony where he managed call center operations globally, both in-house and outsourced. Josh earned his Master’s certification in Project Management and B.A. from the University of Wisconsin-Madison.


Kris Friday

Principal Solutions Consultant, Oracle

Kris Friday, Principal Solutions Consultant at Oracle, works with global financial services organizations to help them grow client relationships through implementing customer experience and engagement tools. Currently, Kris is working with a number of Fortune 500 companies on developing knowledge management strategies for delivering highly personalized service at less cost. Prior to joining Oracle, Kris worked with contact centers in a variety of industries, advising them on technologies to enhance the customer experience and improve overall efficiency.


Erica Strother

Community Specialist, ICMI

Erica Strother is the Community Specialist at ICMI. With a background in marketing, public relations, and social media, she brings more than six years of community management experience to ICMI. Erica manages ICMI’s robust network of community contributors – 500 strong! She also hosts ICMI’s weekly tweet chats that feature dynamic, interactive discussions with thought leaders and innovators in our community. Erica produces our webinars and many other content initiatives like Contact Center Insider, our weekly newsletter. 

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