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Archive for September 2009

Customer Relationship Management Starts with Marketing

One of the advantages of customer relationship management software is its ability to break down the barriers and data silos between departments and develop an integrated approach to front-office functions and processes.

The undeniable appeal of CRM’s ability to streamline and automate sales cycles and enable more efficient, higher-quality customer service can sometimes overshadow the marketing department’s potential to derive compelling value from CRM. The right CRM system, implemented with a thorough understanding of marketing needs, offers the opportunity to improve marketing processes and returns while decreasing costs, ultimately generating more sales leads–and thereby benefiting all departments.

At the heart of marketing is the customer. And that customer has changed radically in the past 10 to 15 years. The customer of today is tech-savvy and discriminating. Today’s customer demands increasingly diverse options, more personalization, and more help and service than ever before. That customer is able and willing to hold companies and their marketers accountable for their claims.

On the other hand, corporations are increasingly capable of tracking the amount of money spent to win and keep each customer, thus demonstrating their return on investment (ROI) for every dollar spent. In the crunch are the marketers or marketing department as they scramble to learn new tools, new channels, new technology, and new skills without loss of time or leads in the process.

What does a marketing department need from CRM software? They need a solution that gives them tools, data, and insight to perform in today’s fast-paced, high-tech marketing world. They need to be able to understand and analyze markets, segment and target specific groups, and run effective campaigns. And marketing managers need to be able to monitor and track the results of the campaigns and ROI from each marketing campaign, spot trends and issues, and close the loop on marketing’s contribution to revenues.

Marketers need a customer relationship management system that was built with them in mind. It needs to help them identify their targets and quickly and effectively deliver relevant communications through electronic channels, generating leads that feed smoothly into the sales funnel. Seven features marketers need in the CRM system are:

1.  Detailed customer and prospect data.

2.  Well-ordered, intuitive screens.

3.  Clear and concise information on trends, issues, and customer data.

4.  Segmentation  of the market by various combinations of data.

5.  Easy methods for crafting personalized marketing messages.

6.  Effective, secure data management.

7.  Automation of creation, management, and follow-up of marketing campaigns.

Customer Service Management is Not Simply Software

Managing a football game is like customer service management

Managing a football game is like customer service management

What is the purpose of customer service management? Hopefully, it is to get to know your customers better, understand their needs, and respond to those needs to create a valuable customer experience. What does good customer service management require? It needs the right strategy, the proper alignment of people, and the correct technology to achieve long-lasting and profitable relationships.

Let’s compare customer service management to something we all know — a football game. To win the game a company must effectively manage the customer life cycle from selection and acquisition through retention and the customer’s recommendation of you to others.

- Strategy. Every football game is characterized by the strategy of each team. Your company’s strategy will not be the same as that of any other company. It will be determined by your company’s goals, your customers, and the conditions under which the economy is operating. The strategy will include people, timing, software, training, a set of moves, a design of what to do and when to do it, and even scripts for what to say in particular situations.

- Offense. Obviously, there are some similarities among all teams — the desire to outsmart the competition, to outrun and outpass the competition, and the need to have possession of the ball more than the competition. The exact plays your team uses to achieve these will set you apart from the competition. The offensive strategy is what your company will do to reach out to its customers – present and future. This includes mailings, e-mails, offers, upsells, and cross-sells. It also includes anticipating their needs. If they bought product A two years ago, you must anticipate that they will be ready to update it in the next few months. And if they update, you may be able to help them decide to upgrade or add on another feature.

- Defense. Every team needs to sack the other team’s quarterback; however, that only happens a couple of times in any given game. Therefore, the defense must stop the run and break up the pass. And it wouldn’t hurt to get an interception or two. Defense consists of averting tragedy and solving problems. Often we only think of defense in customer service management. If a customer has an issue, it needs to be resolved immediately and it needs to be resolved in such a way that the customer is so delighted with the service and the attitude that he raves to his friends about how great the company is. That is the way to break up the running and passing game of the competition and, if you win a new customer, it becomes the interception.

- Team members. Each team needs players. Most of those players are highly skilled in their area, but are not necessarily the big-name players. They work as a team with each person’s skill set complementing the skill sets of the others. These are your call center agents. Each is an individual with a skill set that can be developed and that can complement the skill sets of the other agents. They have to be managed effectively (by their coaching staff) to avoid making costly mistakes (penalties in the football game). But they gain great yardage when they do a good job and make touchdowns when they do a great job.

- Coaching staff. The coaching staff of any team is its management staff. Obviously, this is far fewer people than the number of team members, but these people have a breadth and depth of experience. They can handle a great number of problems and situations. And they have highly developed people-skills.

- Playbook. We have all heard the players complain about how many plays a team has in its playbook. We have also seen players botch a play as a rookie because he had not learned the playbook. In customer service, the playbook is the software. Picking the right software (plays) and learning to use it effectively takes understanding your needs, your advantages over your competition, and your customers. Sometimes the plays get too complicated and cannot be executed in a game and sometimes the software we try to use has many exciting features, but just does not fit with our agents or our customers.

- Football. By size and by comparison to all the other elements, the football itself seems insignificant. But without the football, there is no game. It is the football for which the game is played and every move is designed. Without the customer, there is no business. Therefore, everything a company does needs to ask the question, “How will the customer feel about this?” If you think of a football game as being football-centric, then you will better understand your company’s need to be customer-centric.

Customer Service Software: Creating Smart Service Agents

Frequently customer service agents dealing with complex products or processes do not have the ability to access relevant information in real time. New software solutions, known as “smart service agents,” help address these issues by building on contextual and real-time knowledge bases. They guide agents through similar processes to help them solve current problems.

What is a Smart Service Agent?

Complex products like those in industrial machinery or high tech may have problems that span various systems or parts. A single knowledgeable individual my not be able to troubleshoot the complexity or variety of problems. The “smart service agent” software would provide the field service agent or help desk agent with recommendations at key transition points to help speed up and sort out the problem resolution.

Service-intensive industries like banking, communications, and utilities can use “smart service agent” software to learn from their customers. For example, if a customer calls to inquire about a specific service and the agent cannot answer his questions or does not answer them to the potential customer’s satisfaction, the “smart service agent” will offer modified answers the next time he searches for answers to those questions. On the other hand, if he is able to make the sale, he will input that into the software to be used as a method the next time.

What is the driving force behind creation of a Smart Service Agent?

Traditional methods of selling are not working in today’s environment. Often, people go to the Internet to find their own solutions. When this happens, they expect to find answers to their questions immediately. The Internet, through social media, has become a driving force to push companies to refine the way they work with customers and potential customers. And the social media drive companies to provide customers with a highly satisfying interaction.

What are the advantages of a Smart Service Agent?

The advantages of a smart service agent begin with the obvious – turning potential customers into customers, up-selling and cross-selling to customers, and improving customer satisfaction. They also include less downtime when solving issues and less frustration for customer service reps. The end result is satisfied and loyal customers who come back and send their friends and aquaintances to your business on a regular basis.

Service Management Software: Touch Point Management

Touch Points are the various modes of interaction between a company and its customers. These modes, such as call centers, sales staff, partners, and the Internet, must give consistent service and messages to the customer so that he gets the same positive feelings each time he gets a message or has an interaction. Each “touch” should also reinforce your brand and let your customer know that you understand him and his needs and wants. Effective management of these touch points will differentiate your company from your competition.


What is Customer Touch-Point Management?

It is critical that the message a customer (or potential customer) receives from an ad in a magazine or on television agrees with the message he gets on the Internet or by e-mail and with the message he receives when he talks with a sales rep. This example gives five different touch points. Yet there are many more – Twitter, Facebook, LinkedIn, regular e-mails to advertise sales or update a customer on his product, partner sales staff, and help desk staff. All of these must be managed so that all convey the same good feelings and the same message to the customer. This is not simply a function of a piece of software, but calls for human interaction in the form of understanding customer segments and considering various brand attributes and various business strategies.

What is the driving force behind creation of a Customer Touch-Point Management?

Not so long ago, it was possible to create a marketing message and use that same message in newspaper and magazine ads and on radio and television for a period ranging from three months to several years with very little variation. All of that changed with the advent of the Internet and the Information Age. Customers expect the message to change frequently and to be communicated in a wide array of modes. And they want the information in bites that are quickly read or heard. Yet, the message may not actually be internalized by the customer until he has read or heard it several times in various formats. This takes strategy and agility on the part of the company delivering those bites of information.

What are the advantages of a Customer Touch-Point Management?

Customer touch-point management is not optional today; it is mandatory. Real-time feedback from the Web proves that it is essential to leverage all touch-points on a daily or weekly basis. By doing so, companies can expect customer loyalty (something rarely seen today!) due to a high level of customer satisfaction. Your company will be set apart from your competition because it delivers a complete message of what the brand is and what it can do for the customer due to its solid alignment among sales, service, and marketing.

Help Desk Transformation Part 3: Proactive Aftersales Service

For anyone selling industrial machinery, expensive or high-end consumer electronics, transportation equipment, or utilites, the most important question to answer is that uptime will be maximized and field service is quick and efficient. For that reason, companies in these industries often have extensive and expensive field service operations which ensure a high level of customer satisfaction.

Your help desk may be part of the hub, or integrated service network, that the embedded software reports to. By reporting to the hub, it can trigger a trouble ticket as needed and start the process of getting a service rep to the piece of equipment in record time.

What is Proactive Aftersales Service?

In proactive aftersales service the products of the aforementioned industries contain software, much of it being embedded in the product. The embedded software communicates with the integrated service network, or hub, of the manufacturer. This communication is often switched “on” all of the time the piece of equipment is running or it is “on” when the piece of equipment is “off.” Diagnostics can be run, updates can be downloaded and installed, and the amount of time the equipment is in use can be tracked. The hub can learn diagnostic results, anticipate and prevent incidents, log incidents and upload a repair or send a technician, and track data for billing.

What is the driving force behind Proactive Aftersales Service?

One of the biggest forces driving proactive aftersales service is the reduction of downtime. Secondly, the reduction of repair and updating costs – both in downtime and in cost of a service team. Improved compliance becomes another factor. And the great improvement in customer satisfaction is a major reason for using proactive aftersales service.

What are the advantages of Proactive Aftersales Service?

The advantages of proactive aftersales service are improved customer satisfaction, decreased machinery downtime, improved product functionality, reduced costs of repairs and updates, and great feedback to manufacturing companies to improve product reliability and development.

Help Desk Transformation Part 2: Integrated Service Networks

Integrated Service Networks will become one of the service platforms that will be essential to companies of the Twenty-First Century. By integrating your service network now, you will be able to generate new growth in the coming months and years.

An integrated service network does not eliminate a help desk; it works hand-in-hand with the help desk. It also reduces the amount of time that help desk agents must spend solving repetitive issues or assigning trouble tickets for routine maintenance.


What are Integrated Service Networks?

With Integrated Service Networks, service hubs send software updates to the product itself. This facilitates remote management and the use of automatic triggers to schedule service based on equipment breakdown forecasts. Obviously, this type of technology works best when specific software is embedded in the product before it is sold (preferably during its manufacture). This reduces the cost of field service through the reduction of field service reps and the reduction of down time. It also eliminates a great deal of boredom from help desk issue resolution.

What is the driving force behind creating Virtual Service Networks?

Cost reduction, the need for little to no downtime, and the enhancement of customer satisfaction are the driving forces behind virtual service networks. Industries in which products are highly complex or technical stand to benefit. Automotive, high tech, and medical equipment industries have been quick to start adapting to integrated service networks.


What are the advantages of Virtual Service Networks?

Customers are highly satisfied because they don’t have to have downtime with breakdowns and repairs and updates. Customers are even happier with not having to pay for service calls. The design and manufacturing companies are happy because they get feedback which helps them improve the product and develop new products.

Help Desk Transformation: The Integrated Virtual Call Center

During a down economy is an excellent time to look at transforming your help desk (or service desk, or call desk) to a more efficient model. Trade in your clunker call center for a sleek new model! In the next few blog entries, you will learn some ways to do just that. By transforming your help desk, you will transform customer service which will position you to greatly increase your business.

What is an Integrated Virtual Call Center?

An integrated virtual call center consists of call center reps, home-based agents, field service engineers, and many others who may or may not sit within a given geographic location. These people are connected to one another, as needed, via cell phones and the Internet. They may be contacted directly by customers. They may also receive notification of incidents via cell phones or the Internet.

What is the driving force behind creation of a Virtual Call Center?

Virtual Call Centers are being created because there is a shortage of qualified people in a geographic location. They are also created due to the need to consolidate and integrate management and processes and cut costs. Leveraging costs from one area to another is a factor. They are also being driven by the desire of customers to have companies develop Internet-based communities. And they are being driven by social media and customers talking about service or lack thereof in the social media.

What are the advantages of a Virtual Call Center?

Companies are able to overcome talent constraints and improve employee retention by allowing people to live and work where they want and by tapping into talent that is not all located in the same geographic locale. Companies can receive information through chat, traditional and mobile phones, social media, and e-mail. Companies are able to leverage the information they receive via a number of channels. Companies can respond in a personalized fashion to customers. Enhanced service can be delivered more cost-effectively.

Help Desk Software: Measuring Helpdesk Performance

Monitoring your help desk and the help desk software to understand the effectiveness of the services provided is called performance measurement. Performance measurement is done using metrics which are quantitative measures of performance that are gathered from customer satisfaction surveys, problem management tracking systems, automated call distribution systems, and call monitoring.

Common Help Desk Metrics include such things as the number of calls received and accepted during a particular amount of time, the amount of time a client holds, answer times of the calls, the amount of time taken to resolve the issue, and the percent of clients who hang up before being served. Other metrics can include the time an agent spends logged into the support system, the time spent in tasks, and the number of calls taken and resolved by a representative.

Your help desk software can help with measuring the following:

- Wait time in queue – Some helpdesk doftware will inform the caller of estimated wait time.

- Average handling time – This is both how long the agent and client talked and how long the agent took to finish resolving and reporting the issue.

- Service level – This is a percentage of calls answered within a specific amount of time.

- Calls per hour – The number of calls an agent takes in a hour.

- Calls abandoned – Calls are most frequently abandoned by clients when the wait time is long or the call center is experiencing a high volume of calls.

Customer Service through a Personalized Help Desk Builds Business

Have you ever gotten a coupon to your favorite store? We all have. There’s a good reason for that. Those companies know that their existing customers are the best – and most profitable – customers they’ll ever have. So it’s not surprising that they work hard to keep these customers happy and coming back again and again.

The same concept holds true for your business. While you don’t want to ignore potential customers, you’ll find that when you pay a little more attention to the customers you already have, it will really pay off – in increased sales and profits for your business. The following 8 practical strategies will get you started.

1 – Understand your customers

Put yourself in your customers’ shoes. Start listening to your customers and asking questions, and you’ll learn a lot – fast.

2 – Make their first contact with your company a fabulous experience

Connect with the customer on a personal level. Empathize with them. If they are calling with a problem, find a solution as quickly and efficiently as possible. And be courteous and respectful.

3 – Be professional in everything you do

Treat your customers in a businesslike manner. Be meticulous about meeting deadlines and keeping appointments. Always provide the materials or information you promised – complete, and on time. And remember to thank your customers.

4 – Ask for another sale

When liquid shampoo first came out, it gave consumers a convenient and easy way to wash their hair. “Lather and rinse,” the label said. But shampoo sales really took off when just one word was added. Your shampoo bottle now says, “Lather, rinse, and repeat if desired.” Repeat sales can revolutionize your business, too. Be bold. Ask satisfied customers to refer their colleagues. Ask them what other needs they have. The key here is to ask for the sale.

5 – Upgrade your customers

Another way to increase your income is to upgrade your customers to a more profitable product (“deluxe” shampoo for color treated hair, for example). It’s really pretty easy, once you get the hang of it. If you sell a product that has add-on modules, see which module they would purchase next and how they would use it.

6 – Cross-sell your customers

Cross-selling is simply selling your customers something different from – but related to – what they’re already buying. Think back to the shampoo example. Wouldn’t it be relatively easy to cross-sell hair conditioner to someone who already uses shampoo? A fruit and vegetable vendor might be able to sell his customers a bouquet of fresh flowers. Now take a look at your own business and see what related products you might sell your current customers.

7 – Let your customers get to know your company and your products

It makes good business sense to find ways to share your products and processes with current customers. You might invite them to an informal demo – it can be online. Give them a free trial period of a new product or process – with support. Educate them as to what else you do or sell and how it works through informational e-mails, blogs, white papers, and case studies.

8 – Build strong, ongoing relationships with your customers

Find connections with the people who are your customers – not just their businesses. Learn who they are and why they do what they do. Get to know likes and dislikes, hobbies, family members and their activities. Give them a feeling of being known and understood by asking about those things or referencing them in e-mails or building a campaign around a hobby many of your customers share.

Web Help Desk Software: No Risks and Low Costs Help Desk

What is web help desk software?

Web help desk software is nuts and bolts your help desk agents need and the personalized help your clients desire–hosted on the web (Internet). That means the company from whom you get the software actually activates the software and hosts it so that it resides on a web server that your clients and agents can access at any time from any place.

There are over 400 different help desk softwares available. However, not all are web-hosted.

No Risk Help Desk Software

Web help desk software poses very little risk to your company.

- Rapid – one week or less – start-up

- Complete training

- Full supported with call-in or e-mail technical help

- Simple, but flexible and powerful structure

- Free trials are readily available, usually with all the help you need

Low Cost Help Desk Software

Several features keep your costs for web help desk software low:

- No start-up costs

- No licensing fees

- No hardware to purchase, have installed, or get updated

- No software to purchase, install, or update

- Many have a “pay-per-seat” plan which is near $20 per seat

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