NICE Real Time Impact Offering Turning Insights into Real-Time Impact Agenda Introducing the NICE Real-Time Impact Offering Real-Time Guidance and Automation Case Studies Key Takeaways is THERE To help you Own INTERACTIONS: The Decisive Moments of Customer Service the Decisive Moment In every INTERACTION 4 PREPARE for SHAPE the Continuously the Interaction Interaction IMPROVE Workforce Optimization Staffing & Scheduling Performance Management Best Practices Skills Management Incentives Management Voice of the Customer Real-time Analytics Cross-Channel Journey Loyalty Score Preferences Previous Activities Direct, Indirect, Inferred Post-Interaction Analysis Real-time Decisioning Root-cause Investigation Employee Evaluation Corrective Actions Customer Intelligence Real-time Guidance & Automation Coaching Rewards Guidance Scripts Cross-enterprise Workflows What Are Agents Struggling With? Generate sales Provide Excellent Customer Service Complying with regulations & internal policies Understand the competition Access and digest large amount of information Keep handling time low Operate desktop applications Handle Complex Processes What if… A SUPER AGENT could handle every single interaction? You could have an expert next to each agent, guiding them through every interaction? Consolidate data from multiple applications onto a Single View Prevent mistakes before they occur Automate data entry for the agent Detect churn and invoke proactive retention steps? Catch that sales opportunity as it arises With NICE’s Real-Time Impact Offering – You Can! 7 Real-Time Decision Making Capabilities WORKFORCE MANAGEMENT Agent Skills FIZZBACK Feedback Quality Scores Scores CROSS CHANNEL QUALITY MANAGEMENT INTERACTION ANALYTICS Quality Scores Insights from interactions REAL TIME GUIDANCE Real-Time Decisioning Engine REAL TIME AUTOMATION KM Product Catalog Core systems Billing CRM 8 Delivering Business Impact in Every Interaction Process Guidance Process Automation 9 DEMO Flexible and Intuitive Design Environment Designed for both technical & business users Visual, graphic process design Business rules are defined using natural language Quick testing & rollout to production 11 Enabling IT with Business Agility Completely UI-Driven (no coding) Multi-profile users: business analysts, IT, technical integrators Parallel Project Development Time to Value Measured in Hours 12 UPC Netherlands 2nd largest cable television operator in the Netherlands Serves 1.9M customers 600 seats CC, 3 in house, 3 outsourced Business Goals Increase cross/up-sell Increase Customer satisfaction Increase operational efficiency – reduce AHT, data entry errors, training Ensure business process adherence Real-Time Process Optimization NICE Real-Time Sales Decisioning Improved Sales Effectiveness Up-sell and cross-sell advice based on information from Clarify (CRM) , Clementine (Knowledge Management), and Unica (Campaign Management) Efficiency and Customer Satisfaction Support the process of dispatch of engineers to the field. Connected to Dispatch application Credit tool – real time calculation for credits to be issued to customers Technical problem resolution support • Connected to Clarify and Technical Diagnostics application – Smart Script! “NICE has delivered on all counts. During the time it has been in use at our call centers, it has driven a significant reduction in AHT and a measurable increase in the success of sales promotions and in service-to-sales conversion rates. NICE has become an indispensable aide in our call center agents’ daily working environment.” Sales conversion rate up 39.5%, vs. control group (w/o the solution) = €1.88M per year AHT reduction of 23 sec = €847K per year INDUSTRY Marco Vianen, Vice President of Customer Operations, UPC Netherlands Telecommunications Nationwide Financial Services Business Background/ Objectives: NFS is a leading provider of annuities, life insurance, retirement plans, and other financial services for individuals and institutional clients The Challenge Improve Asset Retention process accuracy, empower reps with contextual knowledge push, improve customer experience The Solution Business rules and guidance for Asset Retention Process, special groups treatment alerts, inbound sales assistance The Results 17% improvement in Asset Retention process accuracy Real-Time Impact Results 100% 80% 60% 40% Before After Before After 20% 0% Real-Time Impact Control Group 14 Asset Retention: Before Asset Retention? Go to Adesktop YES Create Call Log In CCare Navigate Read Balance Over Defined $ Value YES IP Top 200 NO Route to BDD Assign team X Go to CCare Assign local rep based on territory Go to CCare YES Navigate Navigate (3 clicks) Find Internal Wholesaler and Team Not Found Assign to regional manager Found Read Field Read Name Field Is Focus Group of NW acct? Enter information (7 fields) YES Exceptions Go to KM NO Search (3 clicks) Read Team Field Create Quick Call Go to a desktop Enter balance Click Send 15 Asset Retention: After Asset Retention? YES Create Call Log In CCare Create a Quick Call Go to a Desktop Enter Information Auto Paste Click Send 16 In summary Key Product Differentiators Scalability Proven architecture support for tens of thousands of simultaneous agents Global tier-1 reference customers Client-side decisioning Built-in operational framework in support of hybrid local and remote locations Key Business Differentiators Superior Decisioning Capabilities Business Benefits Agility State-of-the-art rule engine Completely UI-driven (no coding) Interfaces with all desktop technologies Integrated report designer Runs predictive models for real time scoring Agent quality drives guidance levels Clear demarcation between business analysts and IT/Technical Holistic, KPI Driven Methodology Integrated with the NICE’s world leading Interaction Analytics Built-in data collection and reporting Closed loop Insightto-Impact cycle Built-in, seamless content distribution framework 17 Business Impact Key Product Differentiators Return on Your Assets Works on top of existing systems, no rip-and-replace, no data mastering Creates actionable business insights from existing data Key Business Differentiators Deliver Measurable ROI Payback period: Under 7 months Efficiency gains: AHT reduction of 10%-20% Revenue improvement: increase of 10-15%, Lead gen 20%-40% growth Business Benefits Business & IT Agility High User Adoption Translate changes in strategy, priorities to field guidance Agent Empowerment Zero intrusion, zero down time, zero risk for the organization Employee Satisfaction Surveys – 4.8 out of 5.0 score No user training needed Time to value measured in hours 18 Value Proposition Key Product Differentiators Key Business Differentiators Business Benefits Ensure Process Compliance Enforce predefined interaction processes and scripts to eliminate errors and exposure Improve Operational Efficiency Enhance interactions with agent guidance and automation to answer and resolve issues faster Increase Revenue Sense and respond to sales opportunities with best offer recommendation and sales guidance 19 RTI Offering 20 Real-Time Process Optimization Real time process guidance and automation Error reduction Real time decision support Real-Time Activity Monitoring Process analytics for comprehensive insight to back- and front-office productivity Service To Sales Turn service calls into sales Increase number of leads Improve sales conversion rates