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Transform the Customer Experience with Service on Salesforce Alissa Winkler Account Executive, Service Cloud a lissa.winkler@ salesforce.com

Transform the customer experience with service on salesforce

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Page 1: Transform the customer experience with service on salesforce

Transform the Customer Experience with Service on Salesforce

Alissa WinklerAccount Executive, Service [email protected]

Page 2: Transform the customer experience with service on salesforce

“Customer experience has overtaken price and product as the key brand differentiator.”

Price ProductCustomer

Experience

#1

Source: Customers 2020 Report

The Future is All About Customer Experience

Page 3: Transform the customer experience with service on salesforce

Yesterday’s Customer Service Solutions

Your Customers

Help lives in desktop portal Personalized: want answers wherever they are, in context

Smarter: want the right answers the first time

Faster: needs constantly evolving

Disconnected resources and data

Not built for speed

The Customer Experience Gap

Page 4: Transform the customer experience with service on salesforce

Corporate Executive Board’s Study

125,000+ customers 5,000+ customer service reps

100+ companies

3 major findings

Page 5: Transform the customer experience with service on salesforce

Relationship between Delight & Loyalty

Less Loyal

More Loyal

Below Customer

Expectations

Meets Customer

Expectations

Exceeds Customer

Expectations

The Perception Repurchase

Increased Spend/Share of Wallet

Negative WOM

Page 6: Transform the customer experience with service on salesforce

Value of delight lost if you don’t

meet customer

expectations

Finding #1: Delight Doesn’t Pay

Less Loyal

More Loyal

Below Customer

Expectations

Meets Customer

Expectations

Exceeds Customer

Expectations

The Perception

The Reality

Page 7: Transform the customer experience with service on salesforce

Finding #2: Service Drives Disloyalty

ANY customer service interaction istimes as likely to drive disloyalty 4

■Repeat contacts

■Channel switching■Transfers

■Repeating Info

■“Hassle factor”

■Policies and processes customers have to endure

■Robotic service

Page 8: Transform the customer experience with service on salesforce

Finding #3: Mitigate Disloyalty by Reducing Effort

Companies need to reduce the chances of customers leaving

Page 9: Transform the customer experience with service on salesforce

Strong Correlation Between Low Effort and Loyalty

Reducing Customer Effort:Increase Repurchase

Increase Share of WalletReduce Negative Word of

Mouth

Low Effort High Effort

1%

81%

Low Effort High Effort

88%

4%

Low Effort High Effort

Repurchase

94%

4%

Source: CEB analysis.

Increased Spend/Share of Wallet

Negative WOM

Percent of customers who…

Page 10: Transform the customer experience with service on salesforce

Service Platform for Customer Success Transform the customer experience with Service on Salesforce

360-DegreeExperience

Smarter Support

InnovateFaster

Know your customer at every touchpoint

Empower agents and managers with the right tools and intelligence

Build and scale at the speed of your customers

Page 11: Transform the customer experience with service on salesforce
Page 12: Transform the customer experience with service on salesforce
Page 13: Transform the customer experience with service on salesforce

Helping Customers Succeed Across All Metrics

Faster Case Resolution

48 %+

45 %+Faster Average Handle Time

Agent Productivity

47%+

Support Cost Savings

45%+

CustomerSatisfaction

45%+

Source: Salesforce Customer Relationship Survey conducted March 2015 - May 2015, by an independent third-party, Confirmit Inc., on 4,600+ customers randomly selected.  Response sizes per question vary.

Average Percentage Improvements Reported by Salesforce Customers

45 %+

Customer Retention

ImprovementIncrease Savings Increase Improve Savings

Page 14: Transform the customer experience with service on salesforce

“Service Cloud improves first call resolution by 35%.”

DNA screening for men, women, and children

1 solution for sales & 1 system for service

Inability to customize and scale current solution

Improved First Call Resolution by 35%

Agents handle 35% more cases with Service Cloud

Upsell customers with recommended solutions

Counsyl Replaces Zendesk & Increases Customer Sat. by 10%

Jonathan Wan, Director of Operations

Page 15: Transform the customer experience with service on salesforce

“Service Cloud enabled 25,000 cases each quarter without adding agents.”

Leader of archiving and compliance solutions

Homegrown solution developed for 40 employees

Inability to measure agent productivity/NPS

Reduced customer onboarding by 39 days

Visibility into support hours spent on product

Automated points to remove human error

Smarsh Moved NPS from -19 to 63 in 8 Months with Service Cloud

Carla Nichols, SVP, Client Services

Page 16: Transform the customer experience with service on salesforce