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Social Media and The
Customer Experience
Getting You Back Into Your Customer’s Conversations



Ted Bray
Vice President, Contact Centre Solutions
RightNow Technologies
twitter: @ted_bray


                                                      © RightNow Technologies, Inc.
Agenda

Some Social Insights

RightNow Customer Findings

Making It Real: Social Media and the Contact Centre

Case Study: Navy Federal Credit Union
Agenda

Some Social Insights

RightNow Customer Findings

Making It Real: Social Media and the Contact Centre

Case Study: Navy Federal Credit Union
Facebook has 500 million members
3rd most populous “country”
Visiting social sites in Europe is the
Most popular online activity
            ahead of email!!
Does Social Media Scare You?

 More than 70% of companies blame social
 media as the main cause of igniting public
 relations crises.1

 “Customers connect with each other –
 happily leaving organizations behind” 2



                      1.   PR Week, 17 March 2010
                           http://www.prweek.com/news/bulletin/UKDaily/articl
                           e/990713/?DCMP=EMC-UKDaily

                      2.   Social CRM: The New Rules of Relationship
                           Management, Altimeter, March 5, 2010
Social Media Has Empowered The Consumer

                Company Control                                    Customer Control


                Past




        • Company manages customer                          • Customer owns relationship
        • Company controls brand                            • Customer voice amplified
        • Company inhibits transparency                     • Customer perception shapes brand
        • Company focuses on efficiencies                   • Customer makes smart, informed choices


         • Social interactions surpass email (a)
         • 1% of customer conversations are assimilated as organizational knowledge (b)
         • 9% of customer conversations touch the organization, but no learning occurs (b)
         • 90% of customer conversations never touch the organization (b)

   a)    Source: Neilson Media
   b)    Source: Consortium for Service Innovation (CSI)
Agenda

Some Social Insights

RightNow Customer Findings

Making It Real: Social Media and the Contact Centre

Case Study: Navy Federal Credit Union
Today’s Customer Experience




                                                              Your      Your    Your
                        Friends of                 Social
              Friends                Influencers            Community   www    Contact
                         friends                    web
                                                             www Site   Site   Center




 Customers have left organisations behind as they make purchase decisions, look
for help, and voice their opinions. Contact Centres have become the last resort
for customers to turn to. They must evolve to get back into the customer dialog
earlier.
Help Us Engage With Customers
through Social Media
                                                 Traditionally maintain the
                                                 company’s image online
                                                 Skilled in broadcast and
                                                 online media production
                                                 Public relations / positioning
                                                 approach to communications
                                                 Limited resources
                                                 Minimal experience dealing
                                                 with real customer issues
                       Marketing Team

                                                   Highly skilled in 1:1
                                                   interactions
                                                   Deep understanding of
                                                   how customer needs align
                                                   with company offerings
                                                   Typically new to social
   Contact Center Agents                           media
                                                   Fully utilized to generate
Also highly skilled in 1:1 interactions
                                                   company revenue
Deep understanding of how customers use
                                                   Strongly motivated by
products and services
                                                   quota and compensation         Salespeople
Knowledgeable about company policies and
procedures
Experienced in handling sensitive and critical
situations
Typically new to social media
Focused on representing the company
across media channels
What kind of skills are needed to engage
 successfully?
                                 Marketing   Contact Center   Salespeople
                                  Team          Agents
Professional communication
style while representing the
company in 1:1 conversations
Knowledge about company
products, policies and
procedures
Experience handling high-value
and influential customers
Capable of managing sensitive
situations and upset customers
Familiar with social media

Expertise solving customer
issues
Trained in retaining unhappy
customers
Access to company systems
needed to solve customer’s
need
Customer Engagement
     Through Social Media
                5. Record social media
                interactions and
                measure outcomes




                                 4. Provide representatives with   your customer
3. Route the                     a simple means of engaging,
important                        with the company’s best
conversations to                 knowledge and guidance at
qualified company                their fingertips
representatives


                              2. Find the                              1. Get access to
                              conversations that                       conversations
                              matter to your                           across social media
                              company                                  channels
Agenda

Some Social Insights

RightNow Customer Findings

Making It Real: Social Media and the Contact Centre

Case Study: Navy Federal Credit Union
Connect The Pieces:
Treating Social Media as a “Contact Channel”


Contact Center Agents enabled to
support social interactions
   Capture, track, and respond to customer
   inquiries across channels and domains:
   phone, web, email, chat, social media.
   Have a complete, central view of
   customer information across service,
   marketing, and sales
   Deliver seamless escalation from self-
   service to assisted channels
Foundations of a Social Media
Engagement Strategy


   Listen and respond          Build community


                                     • Answers
                         Support     • Forums
                        Community    • Resources


                                     • Ideas
                        Innovation   • Concepts
                        Community    • Features


                          Social     • Moderation & management
                        Experience   • Administration
                         Designer    • Building tools
Monitor Social Networks For
Engagement Opportunities
Routing an Engagement to a Socially-skilled Agent
Working the Engagement in Agent Desktop, in Social Media
“Changing the Channel” of the Engagement
Within The Agent Desktop
“Changing The Channel” Again,
This Time to the Telephone
Designing the Agent Desktop is Key:
Scripting Customer Experience By Customer, Channel, Domain, Context


    Tailor the quality experience you want for
    your customers
      Design workspaces that change based on
      customer, interaction, agent skills, domain,
      channel, etc.
      Drag & drop workflows design
      Role-based workspace configuration
      Script and guide design
      Define and manage business rules and
      processes
      Easily extend desktop functionality
Agenda

Some Social Insights

RightNow Customer Findings

Making It Real: Social Media and the Contact Centre

Case Study: Navy Federal Credit Union
Case Study
Navy Federal Credit Union
 $41.5 billion in assets, 3.5 million customers, 200
 branches

 RightNow's Cloud Monitor to scan social sites like
 Twitter, YouTube, and others to track what is being said
 about them in the social space.

 Tracks over 1,700 posts per week that mention NFCU

 A seven-member team narrows those posts down to
 relevant mentions

 Average of 10% turned into actual incidents that are
 worked by social-skilled customer service agents.
A Parting Thought
Thank You!


Ted Bray
Vice President, Contact Center Solutions
RightNow Technologies
twitter: @ted_bray
                                           © RightNow Technologies, Inc.

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Ted social media and the contact centre - nl

  • 1. Social Media and The Customer Experience Getting You Back Into Your Customer’s Conversations Ted Bray Vice President, Contact Centre Solutions RightNow Technologies twitter: @ted_bray © RightNow Technologies, Inc.
  • 2. Agenda Some Social Insights RightNow Customer Findings Making It Real: Social Media and the Contact Centre Case Study: Navy Federal Credit Union
  • 3. Agenda Some Social Insights RightNow Customer Findings Making It Real: Social Media and the Contact Centre Case Study: Navy Federal Credit Union
  • 4. Facebook has 500 million members 3rd most populous “country”
  • 5. Visiting social sites in Europe is the Most popular online activity ahead of email!!
  • 6.
  • 7.
  • 8.
  • 9. Does Social Media Scare You? More than 70% of companies blame social media as the main cause of igniting public relations crises.1 “Customers connect with each other – happily leaving organizations behind” 2 1. PR Week, 17 March 2010 http://www.prweek.com/news/bulletin/UKDaily/articl e/990713/?DCMP=EMC-UKDaily 2. Social CRM: The New Rules of Relationship Management, Altimeter, March 5, 2010
  • 10. Social Media Has Empowered The Consumer Company Control Customer Control Past • Company manages customer • Customer owns relationship • Company controls brand • Customer voice amplified • Company inhibits transparency • Customer perception shapes brand • Company focuses on efficiencies • Customer makes smart, informed choices • Social interactions surpass email (a) • 1% of customer conversations are assimilated as organizational knowledge (b) • 9% of customer conversations touch the organization, but no learning occurs (b) • 90% of customer conversations never touch the organization (b) a) Source: Neilson Media b) Source: Consortium for Service Innovation (CSI)
  • 11. Agenda Some Social Insights RightNow Customer Findings Making It Real: Social Media and the Contact Centre Case Study: Navy Federal Credit Union
  • 12. Today’s Customer Experience Your Your Your Friends of Social Friends Influencers Community www Contact friends web www Site Site Center Customers have left organisations behind as they make purchase decisions, look for help, and voice their opinions. Contact Centres have become the last resort for customers to turn to. They must evolve to get back into the customer dialog earlier.
  • 13. Help Us Engage With Customers through Social Media Traditionally maintain the company’s image online Skilled in broadcast and online media production Public relations / positioning approach to communications Limited resources Minimal experience dealing with real customer issues Marketing Team Highly skilled in 1:1 interactions Deep understanding of how customer needs align with company offerings Typically new to social Contact Center Agents media Fully utilized to generate Also highly skilled in 1:1 interactions company revenue Deep understanding of how customers use Strongly motivated by products and services quota and compensation Salespeople Knowledgeable about company policies and procedures Experienced in handling sensitive and critical situations Typically new to social media Focused on representing the company across media channels
  • 14. What kind of skills are needed to engage successfully? Marketing Contact Center Salespeople Team Agents Professional communication style while representing the company in 1:1 conversations Knowledge about company products, policies and procedures Experience handling high-value and influential customers Capable of managing sensitive situations and upset customers Familiar with social media Expertise solving customer issues Trained in retaining unhappy customers Access to company systems needed to solve customer’s need
  • 15. Customer Engagement Through Social Media 5. Record social media interactions and measure outcomes 4. Provide representatives with your customer 3. Route the a simple means of engaging, important with the company’s best conversations to knowledge and guidance at qualified company their fingertips representatives 2. Find the 1. Get access to conversations that conversations matter to your across social media company channels
  • 16. Agenda Some Social Insights RightNow Customer Findings Making It Real: Social Media and the Contact Centre Case Study: Navy Federal Credit Union
  • 17. Connect The Pieces: Treating Social Media as a “Contact Channel” Contact Center Agents enabled to support social interactions Capture, track, and respond to customer inquiries across channels and domains: phone, web, email, chat, social media. Have a complete, central view of customer information across service, marketing, and sales Deliver seamless escalation from self- service to assisted channels
  • 18. Foundations of a Social Media Engagement Strategy Listen and respond Build community • Answers Support • Forums Community • Resources • Ideas Innovation • Concepts Community • Features Social • Moderation & management Experience • Administration Designer • Building tools
  • 19. Monitor Social Networks For Engagement Opportunities
  • 20. Routing an Engagement to a Socially-skilled Agent Working the Engagement in Agent Desktop, in Social Media
  • 21. “Changing the Channel” of the Engagement Within The Agent Desktop
  • 22. “Changing The Channel” Again, This Time to the Telephone
  • 23. Designing the Agent Desktop is Key: Scripting Customer Experience By Customer, Channel, Domain, Context Tailor the quality experience you want for your customers Design workspaces that change based on customer, interaction, agent skills, domain, channel, etc. Drag & drop workflows design Role-based workspace configuration Script and guide design Define and manage business rules and processes Easily extend desktop functionality
  • 24. Agenda Some Social Insights RightNow Customer Findings Making It Real: Social Media and the Contact Centre Case Study: Navy Federal Credit Union
  • 25. Case Study Navy Federal Credit Union $41.5 billion in assets, 3.5 million customers, 200 branches RightNow's Cloud Monitor to scan social sites like Twitter, YouTube, and others to track what is being said about them in the social space. Tracks over 1,700 posts per week that mention NFCU A seven-member team narrows those posts down to relevant mentions Average of 10% turned into actual incidents that are worked by social-skilled customer service agents.
  • 27. Thank You! Ted Bray Vice President, Contact Center Solutions RightNow Technologies twitter: @ted_bray © RightNow Technologies, Inc.