Is Your Voice of the Customer Program All Talk and No Action?

voice-of-the-customer-feedback-survey

A recent conversation reminiscing about those far-off days when we could go out to eat and attend all sorts of types of entertainment reminded me of a couple of customer experiences in the fast-food world that left an impression – not always good.

A Hot and Cold Customer Experience

On the way to a concert one evening, my wife and I stopped to grab a quick meal at one of our regular Tex-Mex fast-food restaurants. After patiently waiting in line, we got to the front and the server asked, “Can you wait a few minutes while I fill these online orders?”

I was not impressed with them giving priority to online customers over those who took the time and effort to be in the store, so I tweeted my displeasure. By the time we were sitting in our seats at the concert an hour later I had received an apologetic response from the company’s social media team and a promise to follow up.

The follow up was an email on Monday with a generic “please rate your experience” survey attached. The good feeling created by the social media team’s quick response was undermined by the apparent disconnect with the customer service process.

Bland Food, Seasoned Service

Contrast that to another occasion when I ordered delivery from another local fast-food chain. They emailed me when the order left the restaurant with a link to an interactive app where I could actually track the driver’s progress towards our house.

The food arrived ahead of schedule, hot and well presented with a print out on each container with the details of each individual order. But it wasn’t as tasty as we felt it should be based on our in-store experience — none of the food had enough of the sauces that give the chain its distinct flavor.

The following day I had a survey call from them too. Not a generic email, not even a robocall automated survey, but an actual person who listened. When I mentioned the lack of flavor she said she’d pass it on. An hour later I had a call from the manager of the local restaurant asking for details of why we weren’t 100 percent satisfied with the taste of our meals.

Guess which chain will get our service next time we want some fast food?

Suffering From Survey Fatigue

There’s a well-worn saying that we have two ears and one mouth so we should listen twice as much as we speak. Too many companies use surveys to try and measure the customer experience, and in doing so say they are listening to, and capturing, the voice of the customer. But the truth is that these don’t really work.

We are all suffering from survey fatigue. Every single store on a recent shopping trip asked us to fill in a survey by going to a URL the sales associate helpfully circled on the receipt. It sometimes feels as if you can’t undertake any retail transaction these days without being surveyed.

And how many of these do you fill in, or respond to? I’ve seen and heard industry statistics that suggest that up to 90 percent of customer experience surveys are ignored. Why?

Some of the most common reasons for the low response rates include:

  • Too many surveys from too many sources
  • Sending surveys after too much time has elapsed since the customer’s interaction
  • Expecting the customer to initiate the action (i.e. “Please go to this website and let us know what you thought”)
  • Customers don’t see any changes due to the feedback they give, so they stop giving it.

The last point speaks to the heart of the problem: companies are collecting data, but they are not listening to what the customer is saying.

A survey on voice-of-the-customer programs revealed that:

  • 75 percent of companies are only collecting or analyzing data without deriving many actionable insights
  • 46 percent are only collecting data without analyzing or doing anything relevant with it
  • 23 percent collaborate around this data with other groups
  • Only 2 percent transform their business using collected data and insights derived from it.

The ‘What’ and ‘Why’ of Customer Experience

How can you change that? Firstly by acknowledging there are two distinct types of questions you can ask in order to measure the customer experience: “What?” and “Why?

“What” questions may be the best way to capture data. They pose questions such as: What is the level of customer satisfaction? What is the likelihood to recommend? By collecting answers to these and similar questions, surveys can provide answers related to why satisfaction ratings are high or low but are often without context.

“Why” questions provide context and sentiment: Why is this customer calling? Why is that customer pleased or upset? Why, exactly, does this customer want to return, cancel or upgrade?  Interaction data includes customers’ open cases, phone calls, helpdesk tickets, sales orders or any other customer interaction information that gets recorded and tracked.

In order to derive the most meaningful insights from collected data, companies need not only to understand the “what” and the “why” of customer interactions, but must also be able to correlate the two. Customer experience managers need to take a holistic approach and consider both the feedback and interaction data as one unified data set.

By taking a holistic viewpoint of measuring the customer experience, it becomes easier to identify and plan actionable changes. A customer experience manager can start from a single customer mention of canceling service in a call recording and roll up from there to view survey scores, Net Promoter Score responses, and other related feedback.

The magnitude of the problem can then be assessed by rolling up to satisfaction levels related to certain features of the product or service in question. If the issue is compelling enough to merit a response beyond that to the individual customer, it will be easy to define an action plan accordingly.

The Start of a Relationship

When the customers know they are listened to, and that their feedback is bringing measurable results and changes, they are more likely to continue to respond and develop an ongoing relationship.

After all, listening is the key to any successful relationship.

 

Your DX Testing Isn’t Done Till it Passes the ‘Buddy’ Test

Buddy

“Do you think our customers will like the image of the kitten better than the one of the puppy?”

If you think digital experience testing comes down to resolving questions like this, you are missing the bigger picture.  I written before about how we should be designing for a frictionless experience, and testing is a large part of that process.

Testing Means More Than Click Troughs

Test to make sure that your content — text, graphics, video, audio — help drive the overall experience. It doesn’t matter if the kitten gets more hits than the puppy if neither helps the customer progress through the experience to get the information they need. Look at click-through rates and subsequent customer actions.

Check to make sure the graphics are composed and positioned to help the customer on their journey. For instance, shots that guide people’s eyes in the direction of the next call to action generate far more click-throughs than thoughtfully posed shots of smiling models looking straight out of the page.

Refining the digital experience focuses on the user interface as well as content design, but you also need to make sure you understand how they work together.

Test to make sure the page layouts, paths, text and graphics are market and culturally appropriate. Does the experience change based on the level of the customer engagement and where they are in their journey? Is the logged-in experience more personalized than the general ‘guest’ experience? It should be.

Do you have your customer journey mapped out and know which parts of the digital experience map to which steps in that journey?

How about the language you are using? Is your website, mobile app, augmented reality solution, digital signage or whatever you are using to deliver the digital experience littered with jargon, acronyms and industry terms understandable to you and your development team, but meaningless to customers?

Names are important. Think about what you call something. Don’t expect the customer to know the terms you use internally. Pick names that the customer will recognize and use them consistently.

Don’t Take it From the Insiders, Ask Your Buddy

Once you’ve done your final internal testing, and maybe even a focus group or two, I’d suggest you employ the final and best test: the “Buddy” test.

Ask your family and friends to walk through your planned experience design. Make sure whoever does the testing has no knowledge of your industry, your company processes, etc. The more removed they are from your role in designing, testing and delivering digital experiences, the better.

Ask them to do a task a new customer would want to do, like create an account and find some basic information.

It’s amazing how often designers leave out basic information from online interactions because once we become integrated into a particular environment, we get to the stage where we have an almost intuitive baseline of knowledge — knowledge someone outside of the community would not have. Answering “it’s obvious” to any question raised during testing is not acceptable.

If your other friends repeatedly ask the same question about a part of your digital process, that part of your process is broken. You need to fix it. And not in a way that makes it easier for you, but in a way that it makes it easier for the customer to complete their task.

Remember, it doesn’t matter which picture gets more clicks if I can’t find out how your products can help me, how to buy them, or even where you do business or what time someone is available for me to talk to.

Improve customer experience with a little improvisation

Improv

While I enjoy TV shows like “Whose Line is it Anyway” that use improvisation techniques to deliver some fun comedy moments, the thought of doing something similar myself had never crossed my mind. I’m happy standing in front of an audience telling stories as part of my presentations, as long as I know what my story is before I start, but improvising? I didn’t think it was my sort of thing.

Until I went on an off-site management retreat meeting a couple of years ago. The first two days of the retreat were devoted to training led by Second City Works, the corporate training arm of the renowned improv comedy club in Chicago. I’ll be honest I was a little uncomfortable at the thought of this sort of training, but I ended up thoroughly enjoying the experience and I learned several things to use in future public speaking engagements, as well as in the daily interactions we all have in the work place.

In the days following the training I began to realize that several of the lessons and techniques from those two days could also be applied to the way that companies deliver the customer experience. Below are just a few of those ideas that when applied to interacting with customers at any point, be it digitally online, physically in person in a store, or conversationally over the phone, could add up to an overall improvement in the customers experience.

Listen

This may seem obvious, but listening is not something that we, either as individuals, or companies, are very good at. I recently wrote an article on how companies are good at collecting data about customers, but not that efficient at using the data to really understand customer needs. As individuals, we focus on our own work, needs, and the processes that drive them. Consequently we tend to position any interaction with others into our own framework. We need to learn to listen, and understand what customers really want, what are they trying to achieve, and how do we fit into their framework of needs and processes.

Thank you

Acknowledging an interaction with someone is probably the easiest way to improve a customer’s experience. We all feel better when we walk into a store and someone makes eye contact with us and acknowledges that we are there. A simple “Thank You” goes a long way, be it in person, or online. Those can be anything from a simple pop-up when you complete an online form, to a personalized follow up email that shows that we listen, and understand the customer’s problem, or to thank them for a purchase and welcome them to our customer community.

Yes, and…..

No one likes to be told “No.” It sends the wrong message to customers and can bring a halt to the customer’s journey. There is a strong chance that overuse of negative statements will mean your customer will go elsewhere to solve their problem, or fulfill their need. Even if you don’t know the answer to a particular issue, or your system doesn’t have the information needed, there is nothing wrong with saying “we don’t know.” Instead of “No” how about serving up a response along the lines of “Yes, we understand your problem, and while we look into it why not try these few other things we can do for you…”

Understand where you are in the story

The basic structure of any story is that of three acts. The first is the set-up when a need or obstacle is identified. The second is the journey of discovery towards meeting the need or overcoming the obstacle. The third act describes the new reality once that need is fulfilled, or obstacle overcome. If you think about that in business terms, the classic story structure is also a description of the customer journey, awareness of a need (Act 1), research, selection, and purchase (Act 2), post sales ownership and support (Act 3). If you are mapping your various customer interaction points to the customer journey (and you should be), you also need to understand at what stage in the customer’s story those interactions happen. This will provide context and help define what you can do to help the customer continue along that journey.

Know who is the hero of the story

As I mentioned earlier we tend to look at any interaction from our own viewpoint, we see it as part of our own journey, or story. Yet we need to realize that the customer is the hero of his own story, not ours. When the two stories intersect we need to be able to empathize with the customer and see the journey from their perspective. If you know who the hero of any given story is, you can start to see the journey from their perspective, anticipate their needs, and help them solve their problems.

That sounds like exceptional customer experience to me.

Is Your Website a Reflection of You or Your Customers?

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Hey Dad, did you have any feedback?” That text from my daughter was part of an ongoing discussion around the website that she was designing for a new business venture that she and a partner were launching. It was the third iteration of the site, and this was the first version that was fully mobile friendly.

My feedback was that with just a few minor tweaks, this iteration was very close to where they needed to be for the launch. It told a good story and provided the basic information their customers would be looking for.

It wasn’t always the case. Early in the process of them developing a business case I asked my daughter and her business partner what they wanted the website to communicate.

The immediate response was “We want it to let people know what we do.”

A logical answer, but my response was something along the lines of “That’s great, but other people do what you do. What makes you special?”

We are focused on people with a particular problem area.”

Great. So think about the people who need help solving that problem. What are they going to be looking for?

As these sort of discussions continued, the website design and prototypes evolved from their description of what the new company did, to a series of short articles that addressed the potential customer’s problems, and how my daughter and her partner can help.

They also looked at the list of services they were offering and decided to focus on the three where they have had the most interest. Now instead of a webpage with a shopping list of things to pick from, each solution article has information about the relevant service, with pricing and contact information.

But it’s not only small businesses or start-ups that need to be switching their thinking from a website that, no matter how slick it’s presented, is little more than a digital brochure. Often these sort of “inside-out” websites end up being a reflection of the corporate structure accompanied by a list of products. Switching the mind set to a customer driven “outside-in” view can pay dividends, not only in an improved experience that can help customer’s solve their problems, but they can also have a direct impact on the company’s bottom line.

I once worked on a project for a large company whose website was a perfect reflection of their corporate and business unit structure. You had to know what part of the company was responsible for a particular product to be able to find it; even the employees had a hard time figuring out where to find information. But a customer focused analysis showed that 80% of the traffic went to the website for just four things: to look up product specifications, pricing, buy spare parts, or get support. Once we rebuilt the website around making those tasks as easy as possible, traffic, leads, and online parts sales revenue all increased, and support costs decreased.

Improving the customer experience is now regularly cited as a top strategic imperative for many companies, and the website is the always-on global showcase for that. Delivering a customer-driven web experience means not only changing the mind-set and the content, but also delivering a more engaging relevant and engaging experience that delivers value to the individual customer. It can rapidly become a complex process and needs the right sort of management tools to enable and support an effective web presence.

Ditch the FAQs: Design for a Frictionless Experience

2016-06-October-Making-Sushi

All I wanted was some sushi.

You wouldn’t believe how difficult it was to find out if the any of the three sushi restaurants within walking distance of my hotel were actually open.

Their websites were full of text, explaining the ambiance, the chef’s background, even the history of the restaurant (and in one case the historic building that it was located in). The pictures of neatly arranged and presented sushi rolls and specialties looked pretty and further whetted my appetite.

But they still didn’t answer my question, nor did they help me navigate the website to provide the answer to my question — is this restaurant currently open?

FAQs Don’t Make Up for a Poor Site

I eventually found the information I wanted in the Frequently Asked Questions page.

Which got me thinking: If you still have an FAQ page then it means you implicitly acknowledge that you are presenting your customers with a digital experience full of answers and information that no one wants. You are ignoring the one question that will help you optimize your customer journey.

Why do your customers come to your website, or use your mobile app, in the first place? What are they trying to achieve?

I would think for a restaurant the three main reasons that people engage online are to find out location, opening hours and menu options.

So Many Pages, So Little Useful Information

I once worked on a project for a large company whose website was a perfect reflection of its corporate and business unit structure. It had a lot of FAQ pages — each business unit had its own.

Even the employees had a hard time figuring out where to find information.

But analysis showed that 80 percent of the traffic went to the website to look up product specifications, pricing, to buy spare parts or get support. Once we rebuilt the website around making those tasks as easy as possible, traffic, leads and online parts sales revenue increased.

Structure your digital experience around supplying the critical information your customer needs in the easiest way possible, then start to optimize the details through testing.

Your Goal: A Frictionless Digital Experience

Use testing to develop a frictionless experience. Test if the text and graphics you are using help drive the experience. It doesn’t matter if picture A gets more hits than picture B if neither help drive the experience. Look at click-through rates and subsequent customer actions.

If you are using graphics to drive the experience, check to make sure that the graphics are composed and positioned to help the customer on their journey. For instance, shots which guide people’s eyes in the direction of the next call to action generate far more click-throughs than thoughtfully posed shots of smiling models looking straight out of the page.

Test to make sure that the page layouts, paths and text and graphics are market and culturally appropriate. Does the experience change based on the level of the customer engagement and where they are in their journey? Do you have your customer journey mapped out and know which parts of the digital experience map to which steps in that journey?

Remember optimizing through testing is not about A versus B — it’s about removing the friction from the experience. I don’t care if the Dragon Roll looks prettier than the California Roll if I can’t find out when you’re open for business.

 

Avoid Brand Disasters with a Visual Content Strategy

2016-01-September-Feet-on-Fire

It took a man with his sleeves rolled up to make me understand that we had a problem.

A Flawed Hero

At the time I has heading the marketing content delivery group at a major equipment manufacturer and we’d just posted a new ‘hero’ shot on our website. We were very proud of the image: a burly rugged looking guy on a job site stood in front of one our machines. A perfect illustration of our brand.

Or so we thought, until I logged in to my email the following morning to find my inbox stuffed with requests to take the image down.

Most of those emails came from one specific geographical market. What we hadn’t realized was that the burly man had his shirt sleeves rolled up, and in one of our biggest, most important, markets that was a safety violation. And safety violations were definitely not something we wanted to be seen promoting, or have associated with our brand.

The image was quickly taken down and metadata added that it wasn’t to be used in certain markets. On reflection, we should have already done this. But like many large companies we drew our content from all across the enterprise, as well as from outside suppliers and agencies.

Customers Don’t Care About Your Silos

The man in the shirt sleeves got us thinking: Did different parts of the company use different images to represent the same things based on their local and business knowledge? Did they assume an implied level of knowledge about the subject and its applicability? Did the images chosen just reflect the siloed make-up of the business’s organizational structure? How was metadata applied — if at all — to ensure correct usage and attribution?

Most importantly: how did all this affect the customer’s experience when interacting with our brand across different channels around the globe?

It doesn’t matter how your company is organized, or what separate lines of business you have. As far as your customer is concerned every interaction with you is a representation of your brand, and they expect a consistent experience. But it must also be a consistent experience that is relevant to them and their locale.

Pull Things Together With a Visual Content Strategy

So how do you deliver a consistent brand representation while still being aware of localization and cultural issues?

You need to develop a Visual Content Strategy:

  • What do you want your images to do? — Showcase your products? Showcase your customers? Show customers using your products?
  • What business need do you want your images to help achieve? — Engage prospects and lead to click-through and lead capture? Educate and help customers with self-service thereby reducing support costs?
  • What sort of images will you use to reflect your brand? — Photographic and realistic, inspirational and abstract?
  • Where will the images be used? — Global generic images? Regional and local application? If regional, how localized?

Next, look at the images that you are already delivering or have in development. Do they match the aims and business drivers outlined in your visual content strategy? If not, stop using them.

Content for the sake of content, no matter how pretty it looks, is a waste of resources and opportunity.

Take a detailed look at how your products are represented and localized. After the “shirt sleeves” incident one of the decisions we made was that for the equipment product pages on our website the main product shot would be just the machine against a plain white background.

Presenting the equipment in a consistent way made it stand out and avoided localization issues. The job-site shots were relegated to a gallery that could be customized based on the customer’s location.

The next step is developing a strong metadata model that is applied to the images to ensure that you use the same images to show the same ideas and concepts. Attach data that fits your workflow and that allows you to deliver the sort of customer experience that reinforces your brand. Balancing consistency with creativity should also be considered and trade-offs need to be made.

Delivering Consistent Experiences

With a strategy and metadata architecture in place you need a way to store and manage images so that they can be easily located and used in the correct manner.

A Digital Asset Management system is key to delivering a consistent visual user experience. I’d recommend starting with an achievable object, such as a DAM to drive your website and then grow it organically across the enterprise, to cover other delivery channels. Get people used to using it, prove that it provides value and it will lead to improved customer experience.

The man in the short sleeves helped my team develop and deliver a platform that quickly grew to an enterprise solution with over one million assets that could be tracked and reused to send the correct message in the correct market.

[NOTE: This post was first published on CMSWire September 2016)

When customer experience needs to get physical.

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It all started with a drip of water. You know that moment when you open the fridge door and feel a drop of water on your hand where you shouldn’t. It didn’t take me long to track where it was coming from, a dislodged pipe.

At least that’s what I thought it was. I managed to reconnect the pipe, but although the trickle of water lessened, it didn’t stop. Whatever was wrong was deeper in the workings of the fridge than I could see or reach.

No problem, the fridge was still under the manufacturer’s warranty. So I headed over to the manufacturer’s website and opened the online form to book a service call. It was all going well until I got to the line that asked for the fridge’s serial number.

It was back to the kitchen where I opened every door, and peered at every surface of the fridge writing down any number I could find; but it turned out none of them was the actual serial number. The serial number that was a required field on the service call form.

I called the customer help desk number, and the lady explained they needed the serial number so they could make sure they had the right information about model number for spare parts, and to check the purchase date and warranty coverage. That all seemed fair enough.

“So where do I find the serial number?” I asked.
“On a sticker on the fridge.”
“And where’s that sticker located on the fridge?”
“Oh, it’s on the back.”
“On the back of the fridge. The back that’s against a wall and enveloped in custom built kitchen cabinets? “
“Yes.”

This experience brought back memories of when I was working in the manufacturing sector. One of the companies I worked for also used the product serial number as the prime data point to identify a piece of equipment when customers needed service or spares.

An analysis of our online service portal showed that 70% of customers got the serial number wrong. They either guessed, or in most cases input the product’s model designation instead (the nice combination of letters and numbers painted on the side in a big bold color and large font).

The actual serial number they needed was on a small metal plate under a cover – but it told you how to find it in the owner’s manual, so there shouldn’t be a problem. Right?

Both are great examples of the disconnect that often happens when companies focus on the digital customer interaction without considering the actual physical product as part the overall experience.

Customer experience is a holistic exercise, and companies need to make it easy to transfer the process, and the data associated with it, from the physical to the digital, and vice-versa.

Think about your car. Need to access the VIN number for any reason, service, DMV registration, insurance etc. it’s right there at the bottom of the windshield where you can easily access it. Need to know the correct pressures to inflate your tires to – just open the car door and look at the stickers on the sill by the door catch.

The motor industry has done an excellent job over the years in standardizing how to provide essential information to the owner/operator in an accessible manner. It’s a lesson that many makers of many other products need to learn

As the internet of things comes to life around us, the boundary between digital and physical is fast disappearing and the customer experience needs to be an essential part of that evolution.

Measuring the Redefined Customer Journey

 

Infinity Diagram_Layer5_Metrics

“You can’t manage it if you don’t measure it,” has been a business cliché for decades. It’s not a sentiment everyone agrees with, as not everything worthwhile can be measured; but measurements can provide useful insights to trends and behavior patterns. So how does measurement (or lack of it) relate to the redefined customer journey I’ve been blogging about over the last few months?

So far we’ve looked at four different aspects of the customer journey: the customer perspective, company activities, departments, and the systems involved.

The final level examines the means to measure and manage the return on the investment in a continuous customer engagement strategy by linking various key performance indicator (KPI) metrics to different stages of the engagement.

Typical measurements used in the various stages of the customer journey include KPIs such as:

Net Promoter Score: NPS is calculated based on responses to a single question: How likely is it that you would recommend our company/product/service to a friend or colleague? The scoring for this answer is most often based on a 0 to 10 scale

Revenue: The income that a business has from its normal business activities, usually from the sale of goods and services to customers

Total Cost of Ownership: TCO is usually a summation of the total cost of acquisition and operating costs plus any costs related to replacement or upgrades to a product at the end of its useful life

Return Rate: Usually expressed as a percentage of the number of products sold that are returned

Call Resolution Time: Within a support group, this measures the elapsed time between a customer reporting a problem and the issue being reported as being resolved. Most support groups have target resolution times to meet, and the duration of those target may vary depending on the customer’s status

Churn: Measures the proportion of contractual customers or subscribers who leave a supplier during a given time period. It is a possible indicator of customer dissatisfaction or issues with the overall customer experience

Likes / Impressions: Usually a collection of Web and Social Media metrics such as page views, followers, and the number of posts that receive comments, likes, or are shared online. All of which contribute to an overall Brand Equity, or a measure of how the overall brand, its promise, products, and experience are perceived

This is not an exhaustive list above, you may be using other ways to measure and manage customer interactions. Yet whatever measurements are used they tend to be the indicator of success (or failure) for individual operational departments or groups, and rarely, if ever, looked at in a holistic way to provide and overall measurement of customer satisfaction. It’s possible that you could be scoring highly in specific categories, yet still deliver a poor overall customer experience due to a disconnected journey.

By looking at customer related metrics as part of an overall ecosystem rather than separate KPIs it allows you to develop a clearer picture of a customer’s overall journey and their lifecycle value.

The Redefined Customer Journey – Remove System Friction

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The customer journey is being redefined in the digital age from a linear process to an ongoing loop of BUY then OWN with the companies you choose to deal with becoming more and more engaged in every part of the cycle.

So far in previous posts I’ve discussed what that on-going loop looks like from a customer perspective and how the loop model aligns the customer’s activities to those of the organization, and which departments need to work together to deliver the continuous connected experience.

As we continue to dig deeper into the journey map the fourth layer (above) connects the departmental level activity to the typical enterprise systems that record, drive, and promote the various aspects of the customer’s journey. These processes and systems have to interact. Technology bridges need to be established to allow data to flow between them to ensure a consistent experience and to maintain a relevant, valued engagement. The platforms in use must promote a sufficient degree of interoperability that allows the multiple interactions to work together.

But unfortunately the truth is that they rarely do. How many times have you transitioned from trying to do something on a website, had to call a help desk to get your goal completed and they already know your account details and what you want to accomplish? Rarely, if ever. It shouldn’t be that way.

I recently moved house and needed to change my address on various accounts. Simple I thought; just go on the various companies’ websites, open my profile, and edit the details. In most cases that worked, but in a few cases I had additional questions and needed to make a call.

With one credit card company I had a question about why my statements had stopped being delivered. The call went something like this:

Automated System: Please state your name.

Automated System: Say or input your account number.

Automated system: What’s your account safeword?  (Note not the account password, but a separate “safeword” I set up when I opened the account years ago and have never needed to use since – of course I had no idea what it was).

Me: I have no idea.

The Automated System passed me on to a Call Center employee.

Call center: How can I help you?

Me: I need to change my address and I have a question about my statements.

Call center: What’s your account safeword?

Me: I have no idea.

Call center: I have to pass you on to our security team.

Wait while call is transferred.

Security team: How can I help you?

Me: I need to change my address and I have a question about my statements.

Security team: What’s your account safeword?

Me: I have no idea, that’s why I was passed to you.

Security: OK I can help you with that. What’s your name and account number? (Information I had keyed in the automated system at the start of the call and which the first call center person had).

After some back and forth we eventually got the “safeword” thing sorted out.

Security: I’ll hand you back to the customer service so they can set up your payment plan?

Me: Sorry? What payment plan? I just need to change my address and I have a question about my statements.

Security: Oh. Hang on.

Wait while call is transferred. – Get a different customer service rep.

Customer service: How can I help you?

Me: I need to change my address and I have a question about my statements.

Call center: What’s your account safeword?

Me: You have got to be kidding me!

To cut a very long story short I eventually got my address changed and asked about my statements not getting delivered. You guessed it, I got transferred yet again to a different department and went through the same run around. It turned out that when the account hit zero balance they stop sending statements. When I pointed out that it might be nice if they sent the account holder an email to let them know about that policy, or put something on the statements themselves, or even their website; I received a “oh that’s a good idea” response. An idea I doubt will get passed on as I’m sure billing and the website content are yet two more siloed operations.

Ideally silos between systems such as the ones I encountered need to be broken down, but as a minimum they should be bridged by data sets that can be easily transferred. Such data sets should reflect the information to support the customer at any given point in their journey and grow incrementally in detail as the customer progresses through their series of interactions with the company. Ideally at no point should a customer have to provide information that they have already supplied earlier in the process. It’s all about removing the friction from the process.

The processes and systems you employ shouldn’t define the customer experience, they should support it.

Customer Journey Redefined – The Departmental View

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The customer journey is being redefined in the digital age from a linear process to an ongoing loop of BUY then OWN, with the companies you choose to deal with becoming more and more engaged in every part of the cycle.

So far in previous posts I’ve discussed what that ongoing loop looks like from a customer perspective and how the loop model aligns the customer’s activities to those of the organization. As we dig deeper into the journey map it’s time to take a look at what parts of the organization are directly involved.

The third layer highlights the various departments involved in the continuous customer engagement model. It is no longer sufficient to leave customer relations to the sales or support groups. Customer experience is now a mission-critical, cross-functional activity. As Robert Rose of the Content Marketing Institute says, “It is the totality of all the individual experi­ences that make up a Customer’s experience.”

It can be argued that customer experience and responsibility for the customer journey is the remit of the company as a whole, and it’s a good axiom, but in actuality it tends to primarily fall within the following areas: Marketing, Sales, Finance, Distribution, Operations, Services, Support, and Customer Care.

Delivering and supporting a positive customer experience is all about removing the friction from the process. The smoother the transition from department to department, the easier something is to do, the better the experience. This means that each department should invest in the overall customer experience, not only in terms of systems, but in terms of training, education, and a commitment to customer advocacy.

As outlined in a previous post, serving your customers across a continuous digital experience journey maximizes Customer Lifecycle Value and increases revenue potential. The more other departments invest and buy in to the overall concept of a frictionless process, the greater the experience and the greater the customer’s investment.

The benefits from committing to a combined, systematic approach to growing Customer Lifecycle Value across the enterprise include:

  • Increased customer retention rates
  • Increased customer satisfaction scores
  • Increased revenue

By taking this a step further, managing and delivering outstanding customer experiences, you will drive benefit for the customer, as well as sustainable growth across the enterprise.