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Customer Experience
Management
Ted Chen June 2012
Customer Experience Matters


 “We only have two sources of competitive
 advantage – the ability to learn more
 about our customers faster than the
 competition and the ability to turn that
 learning into action faster than the
 competition”



                                            Jack Welch,
                                            Former Chairman &
                                            CEO General Electric
What are the Present Challenges for CMOs and Insights
Professionals?



          Explosion of           two-thirds:
                               invest in new tools   Understand
             data               and technologies       individuals




            Leverage
                              • Consultation
                              • Synthesized
                                                      continuous
           technology tools   • Partners             integration
How These Challenges Affect CEM


   Organization
   (CMO)                                     Research
   •   Information galore                    •   Directive to be
   •   New sources of data                       actionable/consultative
   •   How to bring it all together          •   Need to operationally run a
   •   Engage the rest of the organization       research program
                                             •   Time constraints
                                             •   Resource constraints
How Do Tools and Technologies Facilitate
Meeting Those Challenges?

           Capture Data

      Provide Comprehensive
       View of the Customer

       Streamline Processes

  Automate Non-Consultative Tasks

   Help Drive Insights and Action
There are Many Potential Feedback Elements to Manage in
Each Customer’s Journey

                                                    Other
       Ongoing           Touch-point
                                                   Feedback
   • Relationship      • Purchase               • Employee
   • Satisfaction      • Call Center            • Mystery Shopping
   • Website           • Servicing/Repair       • Competitor
   • Account Manager   • Web Purchase           • Social Media
   • Product           • Onboarding
                       • Delivery


                               CRM
                       Database/Transactional
VC’s CEM
                     Data Collection
Platform Provides
the Technology
Backbone
                    Contextualization


                      Online Reporting
Leverage CEM to Be More Actionable and Consultative


 Time Spent - Now                Time Spent - After
                                           Measure
     Design                                     Data /
                Measure             Design    Distribute

Action /                  CEM
Consult
             Data /                     Action / Consult
           Distribute
Benefits Researchers by Freeing Up Time and Resources and
Bringing Feedback Together

           Manage sample, deployment, processes


           Handle standard inquiries


           Distribute results


           Expose improvement opportunities


           Provides foundation for further value-add
Demo
Focus on Better Research Deliverables




        Action
        Planning           Performance evaluation



          Employee
          Training         Generate Revenue
Leverage Sparq Panel with CEM to Drive Deeper Insights
Enhance Engagement in all Phases
                                  Stakeholders /
        Customers               Users Management
                                                                  Executives

•   Visually engaging and                                   •   Results in engaging
    interactive online                                          data visualized
    surveys                                                     format
•   Convenient and                                          •   Insights and
    immediate modalities                                        recommendations

                            •    Intuitive, graphical
                                 online results and
                                 insights delivered real-
                                 time
                            •    Comprehensive and
                                 holistic view of the
                                 people that matter
Questions?

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Customer Experience Management Insights

  • 2. Customer Experience Matters “We only have two sources of competitive advantage – the ability to learn more about our customers faster than the competition and the ability to turn that learning into action faster than the competition” Jack Welch, Former Chairman & CEO General Electric
  • 3. What are the Present Challenges for CMOs and Insights Professionals? Explosion of two-thirds: invest in new tools Understand data and technologies individuals Leverage • Consultation • Synthesized continuous technology tools • Partners integration
  • 4. How These Challenges Affect CEM Organization (CMO) Research • Information galore • Directive to be • New sources of data actionable/consultative • How to bring it all together • Need to operationally run a • Engage the rest of the organization research program • Time constraints • Resource constraints
  • 5. How Do Tools and Technologies Facilitate Meeting Those Challenges? Capture Data Provide Comprehensive View of the Customer Streamline Processes Automate Non-Consultative Tasks Help Drive Insights and Action
  • 6. There are Many Potential Feedback Elements to Manage in Each Customer’s Journey Other Ongoing Touch-point Feedback • Relationship • Purchase • Employee • Satisfaction • Call Center • Mystery Shopping • Website • Servicing/Repair • Competitor • Account Manager • Web Purchase • Social Media • Product • Onboarding • Delivery CRM Database/Transactional
  • 7. VC’s CEM Data Collection Platform Provides the Technology Backbone Contextualization Online Reporting
  • 8. Leverage CEM to Be More Actionable and Consultative Time Spent - Now Time Spent - After Measure Design Data / Measure Design Distribute Action / CEM Consult Data / Action / Consult Distribute
  • 9. Benefits Researchers by Freeing Up Time and Resources and Bringing Feedback Together Manage sample, deployment, processes Handle standard inquiries Distribute results Expose improvement opportunities Provides foundation for further value-add
  • 10. Demo
  • 11. Focus on Better Research Deliverables Action Planning Performance evaluation Employee Training Generate Revenue
  • 12. Leverage Sparq Panel with CEM to Drive Deeper Insights
  • 13. Enhance Engagement in all Phases Stakeholders / Customers Users Management Executives • Visually engaging and • Results in engaging interactive online data visualized surveys format • Convenient and • Insights and immediate modalities recommendations • Intuitive, graphical online results and insights delivered real- time • Comprehensive and holistic view of the people that matter