John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers...
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![Page 1: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/1.jpg)
John RagsdaleResearch Director, CRMForrester Research
From Tactical to Strategic:Contact Centers Evolve to Help Meet Corporate Business Objectives
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The Contact Center is
poised to become one of
the most strategic
businesses in the
enterprise…
. . . but not without organizational changeand embracing new technology.
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“Turn Your Contact Center Into a Profit Center”
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“Turn Your Contact Center Into a Profit Center”
![Page 5: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/5.jpg)
“Turn Your Contact Center Into a Profit Center”
![Page 6: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/6.jpg)
Yadda, yadda, yadda . . .
Traditional CRM and e-service vendors
have focused on:
• Technology to deflect calls
• Technology to streamline agent activities
• Downsizing and outsourcing
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New Drivers for Contact Center as Profit Center
It’s no longer about acquisition, it’s about
retention
Marketing taking ownership of customer
interactions to protect brand
Viewing service interactions in context of
overall customer experience
Legislation, consumer control, harder to gain
access to the consumer
![Page 8: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/8.jpg)
Enabling Technology
Analytics/personalization present offers in
context of service call
Quality monitoring derives business intelligence
from captured interactions
Tools enabling marketing to extend to multi-
media service channels
More intelligence in agent assisted and self-
service
![Page 9: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/9.jpg)
Enabling Technology
Analytics/personalization present offers in context
of service call
Quality monitoring derives business intelligence
from captured interactions
Tools enabling marketing to extend to multi-media
service channels
More intelligence in agent assisted and self-service
![Page 10: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/10.jpg)
Objectives
• Increase revenue generated in call center
• Provide value not matched by competitors
Challenges with Inbound Sales
• CSRs resistant to the idea of selling during a customer service call
• Sales efforts frequently took the focus away from the caller’s purpose, impacting quality of service
• CSRs handling calls for more than 300 magazines cannot remember complex offers and qualification criteria
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Results
• More than 850,000 offers presented
• More than 100,000 offers accepted – 8.5%
accept rate
• Generated $1,700,000 in incremental sales in
2003
• Able to do up-selling without impacting the
quality of service provided
• Impact on call length much lower than
originally expected
• Offer extension is a good control tool for call
wrap-up
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Barriers to Blending Service/Sales
Philosophical view of service as
separate from sales
Traditionally contact centers are
driven solely by agent
productivity metrics and costs
Some existing metrics are in
conflict with revenue goals
Training - Agents refuse to sell or
very bad at selling
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Invest in Agent Training
Pitney Bowes• 14% increase in revenue from tech support calls
Adelphia• 14% increase in sales units per CSR
Continental Airlines• 8% increase in e-tickets
• 22% increase in vendor transfer program
Bank of America• Grew contact center sales by 20%
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Enabling Technology
Analytics/personalization present offers in
context of service call
Quality monitoring derives business intelligence
from captured interactions
Tools enabling marketing to extend to multi-
media service channels
More intelligence in agent assisted and self-
service
![Page 15: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/15.jpg)
Quality Monitoring Enables Business Optimization
TechnicalSupport
OrderProcessing
ComplaintTracking
Fulfillment
Ag
en
tA
cti
vit
ies
AccountManagement
WebMail
PhoneFaxIn
Person
Cu
sto
mer
Ch
an
nels
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Quality Monitoring Enables Business Optimization
TechnicalSupport
OrderProcessing
ComplaintTracking
Fulfillment
Ag
en
tA
cti
vit
ies
AccountManagement
WebMail
PhoneFaxIn Person
Cap
ture
d
Inte
racti
on
s
Product feedback: quality, usability, pricing Missing products, features, services Process feedback: too complex, too lengthy
Reaction to corporate news or events Reaction to announcements Reaction to promotions or campaigns
Competitive product information• Competitive pricing information
Cu
sto
mer
Ch
an
nels
![Page 17: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/17.jpg)
Quality Monitoring Enables Business Optimization
TechnicalSupport
OrderProcessing
ComplaintTracking
Fulfillment
Ag
en
tA
cti
vit
ies
AccountManagement
WebMail
PhoneFaxIn Person
Cap
ture
d
Inte
racti
on
s
• Product feedback: quality, usability, pricing• Missing products, features, services• Process feedback: too complex, too lengthy
• Reaction to corporate news or events• Reaction to announcements• Reaction to promotions or campaigns
• Competitive product information• Competitive pricing information
ProductPlanning
MarketIntelligence
Sales Strategy
Cu
sto
mer
Ch
an
nels
![Page 18: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/18.jpg)
Visual Mapping: Audentify
![Page 19: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/19.jpg)
Enabling Technology
Analytics/personalization present offers in
context of service call
Quality monitoring derives business intelligence
from captured interactions
Tools enabling marketing to extend to multi-
media service channels
More intelligence in agent assisted and self-
service
![Page 20: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/20.jpg)
Upsell/Cross-Sell for the Web
Marketing
messages
in context
of self-
service
questions
![Page 21: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/21.jpg)
Enabling Technology
Analytics/personalization present offers in
context of service call
Quality monitoring derives business intelligence
from captured interactions
Tools enabling marketing to extend to multi-
media service channels
More intelligence in agent assisted and self-
service
![Page 22: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/22.jpg)
Proactive Service and Support
Convenience overrides paranoia
Just in time knowledge delivery:
notifications and alerting
Underlying search technology improving
Adding intelligence for predictive
problem solving
![Page 23: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/23.jpg)
Proactive Service and Support
Convenience overrides paranoia
Just in time knowledge delivery:
notifications and alerting
Underlying search technology improving
Adding intelligence for predictive
problem solving
![Page 24: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/24.jpg)
BellSouth FastAccess.com
50% to 75% of customers call each month
Typical connection time: 30 to 40 minutes
High churn factor: 20% to 30%
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![Page 27: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/27.jpg)
Proactive Service and Support
Convenience overrides paranoia
Just in time knowledge delivery:
notifications and alerting
Underlying search technology improving
Adding intelligence for predictive
problem solving
![Page 28: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/28.jpg)
Case Study: Electric Insurance
Challenge
• Reduce policy terminations due to non-
payment
• Two full-time agents only able to call 10% of
at-risk customers
Implemented EnvoyWorldWide
• Integrated to back-office/billing system
• Now reach 100% of at-risk customers
• Same success rate as with live agents
![Page 29: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/29.jpg)
Proactive Service and Support
Convenience overrides paranoia
Just in time knowledge delivery: notifications and alerting
Underlying search technology improving
Adding intelligence for predictive problem solving
![Page 30: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/30.jpg)
NEC Europe Snapshot
• 1.3 million customers with 7 million computers across Europe
• Over 1 million calls annually
• 250 agents in five multi-lingual contact centers, located in France, Italy, Holland, Spain and Scandinavia.
Project Goals
• Decrease the complexity of current support processes, cutting costs and increasing customer satisfaction
• Implement technology to streamline problem diagnosis and resolution process
• Improve self-help options on the Web
![Page 31: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/31.jpg)
NEC Europe
Solution: Kaidara• Guided search using
dynamic induction, which prompts for specific details to correctly diagnose a problem
• Implementation complete in three months
• Six agents trained as authors, spending 50% of their time on adding and editing content
Results• 8% of total issues resolved
via web self-service, deflecting over 100,000 issues a year
• Reduced time in creating and maintaining content
• 10-15 % increase in agent productivity
• Shorter hold times for customers.
• Higher agent quality scores, agent job satisfaction and customer satisfaction scores
![Page 32: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/32.jpg)
Recommended ‘best practices’• Tightly integrate web self-service with CRM
• Technology supports, not replaces, process change
• Single system for both customers and agents.
• Leverage the system for multiple channels
• Promote self-service to encourage customer adoption
![Page 33: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/33.jpg)
Proactive Service and Support
Convenience overrides paranoia
Just in time knowledge delivery:
notifications and alerting
Underlying search technology improving
Adding intelligence for predictive
problem solving
![Page 34: John Ragsdale Research Director, CRM Forrester Research From Tactical to Strategic: Contact Centers Evolve to Help Meet Corporate Business Objectives.](https://reader030.fdocuments.net/reader030/viewer/2022032704/56649d3f5503460f94a189b2/html5/thumbnails/34.jpg)
Future: Anticipating Customer Needs
“I’m empty.I’m contacting
PeaPod!”
“My ice makeris overflowing.”
“I’m set on 10 degreesand freezing the
milk.”
“I’m due for aservice call.”
“My plug isn’tgrounded. My warranty
is not valid.”
“My door seal is loose. I’vecalled for repair.”
“Oh, snackingat 2 a.m. again?”
The Web Refrigerator
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Stake Your Claim on Customer Experience
Find a champion at the VP or C level
Inventory all existing customer data and
figure out ways to leverage it
Metrics, metrics, metrics
Strong training programs can help change
long-held attitudes