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© TribeCX Ltd 2017 Using Customer and Employee metrics to drive a step change in Customer Experience David Hicks CEO TribeCX Ltd QuestionPro, July 2017

QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

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Page 1: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

© TribeCX Ltd 2017

Using Customer and Employee metrics to drive a step change in Customer Experience

David HicksCEO TribeCX Ltd

QuestionPro, July 2017

Page 2: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

Founders : Globally recognised leading CX Practitioners

Best practice CX calibration & capability development

CX toolkit & remote support

Practitioner led : outcome focused

Calibrate your CX @ www.TribeCX.com

For a copy of slides – email [email protected]

TribeCX: Brief Intro

Page 3: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

Overview: Customer Experience - Definition

Customer experience is “a blend of a company’s rational performance

and the emotions evoked in all the interactions with the customer, across

all touch points”

Page 4: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

Consistently great experiences don’t happen by chance.

They are the outcome of deliberately designed customer journeys.

The challenge is to get the entire business aligned behind a purposely designed experience that is persistently and consistently delivered

Customer Experience - Definition

Page 5: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

Purposefully designed end to end Customer Experience drives improvements in: business efficiency & customer effectiveness

Customer Experience Leaders Outperform

Watermark defines Customer Experience Leaders and Laggards as the top ten and bottom ten rated public companies in Forrester Research 2007 – 2016 Customer Experience Index studies. Comparison is based on performance of equally – weighted, annually adjusted stock portfolios of Customer Experience Leaders and Laggards relative to the S&P 500 index.

Customer ExperienceLeaders 45.1%

Customer ExperienceLaggards -38.7%

S&P 500 Index 16.2%

© TribeCX Ltd 2017

Page 6: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

Fix

Standardise

Embed

Time

Cu

sto

me

r e

xp

eri

en

ce

qu

ali

tyTactical actions are not enough: It ALL needs to work

Functionally driven tactical

Experience improvements

will only get you a limited way

Concerted cross business effort to

purposefully design Experience and

align the organization to deliver it

Optimise

Develop core CX capabilities

Source: Bain & Forrester 2016

© TribeCX Ltd 2017

Page 7: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

7

Just start…it’s a journey!

Strategy/Vision

Tactics/Design

Ethos/Culture

Learning/Feedback

© TribeCX Ltd 2017

Page 8: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

The CX approaches used by successful companies:

Metrics

Mapping

Benchmarking

© TribeCX Ltd 2017

Page 9: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

Like to read more …?

REPRINTH03D2OPUBLISHED ON HBR.ORG DECEMBER 28, 2016

ARTICLECUSTOMERS

The Most Common Reasons Customer Experience Programs Fail byRyanSmithandLukeWilliams

Join TribeCX Linked in group

© TribeCX Ltd 2017

Page 10: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

The CX approaches used by successful companies:

Metrics

Mapping

Benchmarking

© TribeCX Ltd 2017

Page 11: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

11

Customer Metrics:An “outside in” view of your organization

© TribeCX Ltd 2017

Page 12: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

But, measuring alone is not enough

© TribeCX Ltd 2017

Page 13: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

Net Promoter Score (NPS)

Net Promoters = % promoters - % detractors

2 vital questions :

1. Would you recommend?

2. Why?

© TribeCX Ltd 2017

Page 14: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

Customer Effort Score

• Stronger link to business performance• Less “cultural” bias

• Same mechanics• (Same risks!)

© TribeCX Ltd 2017

Page 15: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

The CX approaches used by successful companies:

Metrics

Mapping

Benchmarking

© TribeCX Ltd 2016© TribeCX Ltd 2017

Page 16: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

© TribeCX Ltd 2017

www.tribecx.com CLIENT’S NAME

AREAS

DIMENSIONS

THE TRIBECX ENGAGEMENT MODEL

Defin

e

vision

Create strategy

Align organisation

VISION

D

ESIGNCU

LTURE

LEA

RNING

TH E TRIBECXENGAGEMENTMODEL

TribeCX’s model explores four

areas of the customer

experience eco-system where

Vision, Design, Culture and

Learning are harmoniously

aligned to deliver best-in-class

experiences. You can’t do one

without the other. This personalised report

illustrates where your

organisation sits against these

areas, and where you

compare with other organisations (benchmarks).

Vision: direction and purpose – ‘why we

do things’. It aligns customer experience

strategy across the organisation, both

internally and externally.

Design: answers the question ‘what we

do’. It directs the activities of customer

experience implementation and delivers

efficiency in execution.Culture: defines ‘how we do things’. It

creates the right mindset and behaviours

to deliver on authentic experiences.

Learning: sharing ideas for continued

improvement. It ensures organisations

continuously better themselves.

Focus growth

Design experience

Enable change

Inspire mindset

Rew ard behaviour

Energise

Engage and sense

Connect the dots

Ignite growth

BENCHMARK ASSESSMENT REPORT

August, 2015

Important to Client

Client

Benchmark

100

50

0

100

50

0

40%

CLIENT’S NAME

ATTRIBUTES

Client

PERFORMANCE

ASSESSMENT REPORT

August, 2015

Understands that customer advocacy, effortless CX and

retention d

rive sustai

nable grow

th & profit

abilit

y

Clearly de

fin

e

s a servic

e promi se

and CX pr

inciples to

foster a sense of belonging and shared purpose

Aligns CX with brand promise, marketing & sales

strategies and company values

Refle

c

ts and art

iculates the

DNA of t

he organis

ation in

simple customer and employee terms

Has a comprehensive CX strategy outlining vision,

mission, goals and roadmap

Co-creates CX design standards and processes with

customers, employees and service partners

Constantly communicates on the importance of CX, using

metaphors and visualisations

Has a Senior Leadership Executive appointed that

ensures CX-motivated decisions are always taken

Does not see CX as a function but as a competence

embraced across the organisation

Understands what is valued by customers and what is

valuable to the organisation

Constantly reassesses activities and resources based on

CX ROI and success metrics

Targets mo

st profit

a

ble custom

ers, base

d on

demograph

ics / value

/ life-stag

e / future

profita

bility

Knows what makes or breaks the brand promise at each

touch-point

Delivers consistent brand experience treatments across

all service channels

Knows which customer journey touch-points and which

customer personas to focus on

Supports data roll-up and unique customer ID at

enterprise level through platforms and technology

Gives front-lines access to tools providing customer-

centric ins

ights (pro

fil

i

ng, value,

behaviour

s, etc.)

Enables highly personalised, multi-channel, social &

mobile approach through technology

Encourages employees to sense and understand

observed, anecdotal and transactional information

Uses self-audit, mystery shoppers and social media to

gather collated feedback and insights.

Sees measurement as part of the organisation's DNA and

continuously measures key touch-points (CES, CSaT, NPS, etc.)

Integrates multiple insights (needs, attitudes, advocacy,

market share, benchmarking) into a coherent picture

Involves employees across multiple touch-points in

product and service co-development

Actively promotes service design thinking to co-create and

test solutions in response to customer and employee issues

Challenges employees to embrace change, initiate

debate and continuously improve

Systematically ensures customers are represented at the

table through VOC insights (complaints, compliments, etc.)

Selects em

ployees fo

r attitude

and cultur

e-fit

and trains

them with skills

Ensures leaders inspire, mentor and coach employees to

deliver the right CX-centric behaviours

Gets employees to connect CX values to both their

professional and personal developments

Leads by example and creates a show me, don’t tell me

culture across the entire organisation

Cares for employees and ensures leaders value and celebrate

employees positive CX-centric behaviours and competencies

Bases employee reward and recognition on customer

feedback, advocacy and organisational performance

Gets employees to take ownership of issues and to see

things through to resolution

Encourages cross-functional collaboration and makes it part of

the organisation's formal performance management system

Increases employees awareness and management of their

energy levels (physical, mental, emotional, spiritual)

Focus

growth

Design

experien

ce

Enable

change

Inspire

mindset

Reward

behaviourE

nergise

Engage

and sens

e

Connect

the dots

Ignite

growth

Defin

e

vision

Create

strategy

Align

organisation

Never

0 13

6

Sometimes AlmostFully

Never

0 13

6

Sometimes AlmostFully

Fosters employee empathy and advocacy to get them to engage

customers in a more personal and value-driven manner

Page 17: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

It only works when it all works!

We can help:

Best practice CX calibration & capability development

CX toolkit & remote support

Practitioner led : outcome focused

Calibrate your CX @ www.TribeCX.com

For a copy of slides – email [email protected]

Page 18: QuestionPro TribeCX Webinar - Introduction to Customer Experience Part 1: CX Metrics

… if this is useful, calibrate your CX @ www.TribeCX.com

David Hicks

Tel: +1 347 227 5182

[email protected]

Vivek Bhaskaran

[email protected]

Find us at www.tribecx.com

Follow us on Twitter @TribeCX

Like us on Facebook @ Tribecx

London Office HQSuite 1307, 601 International House,

223 Regent Street, London,W1B 2QD, EnglandT: +44 7940 344924

Dubai OfficeSuite 313, Building 10, Dubai

Media City, Dubai, UAET: +971 4 390 1997

New York OfficeSuite 14D, 171 East 84th St

New York, NY 10028 USA

T: +1 347 227 5182