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Socializing Customer Support to Drive Business Value Kate Leggett, Senior Analyst Forrester Research Timothy Kelly, Executive Director of Support McKesson Physician Practice Solutions Evan Shumeyko, Director@Ogilvy Ogilvyone Worldwide

Socializing Customer Support to Drive Business Value

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Learn how McKesson and Ogilvy have used social software to convert their Customer Support into social help centers with dramatic reductions in resolution time and increased alignment with sales initiatives.

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Page 1: Socializing Customer Support to Drive Business Value

Socializing Customer Support to Drive Business

Value

Kate Leggett, Senior AnalystForrester Research

Timothy Kelly, Executive Director of Support McKesson Physician Practice Solutions

Evan Shumeyko, Director@OgilvyOgilvyone Worldwide

Page 2: Socializing Customer Support to Drive Business Value

Ninety percent of customer service decision-makers tell Forrester that a good customer experience is critical to their company’s success. Sixty-three percent think the importance of the customer experience has risen.

Page 3: Socializing Customer Support to Drive Business Value

A good customer experience is good for business

Page 4: Socializing Customer Support to Drive Business Value

But, few companies deliver an outstanding customer

experience

Page 5: Socializing Customer Support to Drive Business Value

Customer service decision makers walk a fine balance between the needs of customers and the needs of the

business

Page 6: Socializing Customer Support to Drive Business Value

Contact center managers look to reducing handle times and increasing

satisfaction

Page 7: Socializing Customer Support to Drive Business Value

Inaccurate and inaccessible corporate knowledge increases costs and decreases

customer satisfaction

Email

Page 8: Socializing Customer Support to Drive Business Value

Collaborative knowledge technologies take off, and help with delivering a good

customer experience

Page 9: Socializing Customer Support to Drive Business Value

Social collaboration software moves the needle on all customer service metrics

Page 10: Socializing Customer Support to Drive Business Value

Tim Kelly, Executive Director of Customer Support

Physician Practice SolutionsMarch 28, 2012

McKesson Physician Practice Solutions

Page 11: Socializing Customer Support to Drive Business Value

Slide Breakout

• What We’re Doing with Socialtext / Goals• Visual – Sync Strategy Between Workspaces• How We’re Leveraging the Social Platform• What We’re Measuring / Metrics• Results / Impacts• Visual – Our Space

11 !

Page 12: Socializing Customer Support to Drive Business Value

What We’re Doing

• Authoring all Contact Center Solution articles, process, policy and Product Content to Socialtext

• Using the primary workspace create a 1-4 click strategy for teams to access content quickly– Activities / Signals stream– Searching

• Secondary Strategy aimed at standard Product ‘Table of Contents’ approach

• Creating Segmented and Synchronized Workspaces for Value Added Reseller Community and Customers to leverage content authored in PPS Workspace

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Page 13: Socializing Customer Support to Drive Business Value

Content Sync Strategy

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Page 14: Socializing Customer Support to Drive Business Value

How We’re Leveraging the Social Platform

• All Support team members use tool as single source of knowledge

• Tagging Content for automatic publishing to VAR and Customer Workspace

• Using Groups to collaborate with public and private access privileges– Example: Tier 2/3 team Private Group shares

content Tier 1 should not access– Example: Training Academy has Public group for all

to comment/dialogue on Training content and direction

• Social validation of solutions content with ‘Read Only’ Product and Policy content

• Self Paced Training through Video Available Via Dashboard

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Page 15: Socializing Customer Support to Drive Business Value

What We’re Measuring / Metrics

• Contact Center Measurements– Average Speed to Answer (ASA)– Average Handle Time (AHT)– Grade of Service (GOS)

• Agent Level Metrics– Same Day Resolution of Cases (SDR)– Customer Satisfaction (CSAT)

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Page 16: Socializing Customer Support to Drive Business Value

Results / Impacts from January to March

• ASA*– Improved (Reduced) 66%– From 33” to 11”

• AHT*– Improved (Reduced) 11%– From 22” to 20”

• GOS*– Improved 25.75%– From 53.5% to 79.25%

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* Averaged Across Product Teams

Page 17: Socializing Customer Support to Drive Business Value

PPS Central and PPS VAR Central

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Page 18: Socializing Customer Support to Drive Business Value

• Same Day Resolution*– Improved 11.75%– From 33% - 44.75%

• Customer Satisfaction*– Improved .67%– From 51% to 51.67%

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Results / Impacts from January to March

* Averaged Across Product Teams

Page 19: Socializing Customer Support to Drive Business Value

19

Ogilvy CRM ConnectionsSocialtext

Evan C. Shumeyko, Consulting [email protected]

Page 20: Socializing Customer Support to Drive Business Value

The challenge: How do we bring collaborative brand conversations to life inside the call center?

Page 21: Socializing Customer Support to Drive Business Value

Agent Engagement

Team Collaborati

on

Dialogue Optimizatio

n

What Works | Best Practices

Ogilvy Consulting | CRM Connections

Page 22: Socializing Customer Support to Drive Business Value

Ogilvy Consulting | CRM Connections

• How do know what’s working?

• Can we adjust our approach quickly, cost effectively?

• How do we give the agents just what’s needed.

• Can we easily measure

agent satisfaction? • We are pushing knowledge

but are also we pulling?

Risk | Inform Without Measuring

Page 23: Socializing Customer Support to Drive Business Value

Measure Training Content Usage

Monitor Listening

Post Activity

Socialize Branding & Campaign

Assets

Knowledge- Share and

Collaboration

Industry Knowledge at Agents Fingertips

Solution | SOCIALTEXT

Enable knowledge-sharing, collaboration, conversation monitoring & relevance.

Page 24: Socializing Customer Support to Drive Business Value

ROI: Top performer on the pilot sales team

was the earliest adopter and user of Socialtext

Ramped up from 1 pilot team to 5 client call center teams in approximately 1 year

~500 agents total as of 4/12 10% increase in conversion rate within

key market segments

Improved Customer Experience: Evolving dialogue strategy Drives deeper understanding Fosters social business principles safely

Helps clients “socialize the enterprise” from the ground up

Results: Business & Brand Benefits

Hearts: True Engagement

Minds:Understanding

Wallets: Consultative Dialogue

Call Center Agent Actualization

Page 25: Socializing Customer Support to Drive Business Value

Thank you

• Q & A• For more information on Socialtext,

please visit www.Socialtext.com• Recording will be available on

Socialtext • How to reach us us:

– Kate Leggett - @kateleggett [email protected] http://blogs.forrester.com/

– Timothy Kelly - @mckesson [email protected] – Evan Shumeyko - @ogilvydigital [email protected]– Sandra Ponce de Leon - @socialtext

[email protected]

Page 26: Socializing Customer Support to Drive Business Value

About Socialtext

• First Enterprise Social Software Company founded in 2002

• Communications & collaboration platform that helps your employees “In the Flow of Work”

• Social Layer is our vision • Flexible Deployment options: Secure

on-site or hosted appliance• Widely recognized as Visionary &

Leader among key analysts