Call Center Design for Improved Customer Experience February 13, 2014 Agenda » Introduction » Customer Experience » Employing Avaya to Improve Customer Experience – – – – Call Back Applications Multi-Media Screen Pop Business Advocate » Metrics © AdvanTel Networks Inc. CA Contractor’s License 533064 2 Introduction © AdvanTel Networks Inc. 3 Introduction » Mary-Ellen Vicinus, AKA Mel – Experience • 9 Years at AAA – Representative, Supervisor, Manager • The Hartford – Call Center Administration, Project Manager, Director Contact Center Strategy • Avaya, Viable Resources, AdvanTel Networks – Rules • Laugh at all my jokes • Ask questions • Assume everything I say is followed by “please” © AdvanTel Networks Inc. CA Contractor’s License 533064 4 Customer Experience © AdvanTel Networks Inc. 5 Why Design CC for Customers? » Correlates Highly to Future Business » Links Directly to Willingness to Recommend » Correlated with Customer Loyalty The Business Impact of Customer Experience, 2013 by Maxie Schmidt-Subramanian © AdvanTel Networks Inc. CA Contractor’s License 533064 6 Customer Experience and the Bottom Line » Better customer experience can be worth millions in revenue – Incremental revenue in the same year – Revenue saved from lower churn – New sales from word of mouth L1 = Add’l purchases L2 = Churn savings L3 = Word of Mouth The Business Impact of Customer Experience, 2013 by Maxie Schmidt-Subramanian © AdvanTel Networks Inc. CA Contractor’s License 533064 7 What is CE in a Contact Center? Analytics will tell you, but generally customers… Chat Fast Knowledgable Phone Email Easy to reach Know me I already told you my account number! If my call was that important I wouldn’t still be waiting © AdvanTel Networks Inc. Press 2, the 3, then what? Don’t transfer me again 8 The Challenge Deloitte – Getting the most out of your contact center – A benchmark study on contact center maturity in Sweden © AdvanTel Networks Inc. 9 Strategy All customers are NOT created equal “A highly effective contact center is focused on differentiating and managing customer relationships based on their value and unique needs.” Strategy will include: » Business Alignment – what are the contact center objectives? » Business Analytics – how are key performance indicators measured? » Channel Management Strategy – is there a defined contact handling process? Deloitte – Getting the most out of your contact center – A benchmark study on contact center maturity in Sweden © AdvanTel Networks Inc. 10 People, Culture & Organization » Training » Retention » Roles & Responsibilities – Agent: Frontline contact with customers – Supervisors: Training and coaching – Technology • Enable Supervisors to coach • Increase agents awareness of call center state, customer needs, and individual performance © AdvanTel Networks Inc. 11 Process & Operations Management “The primary function of professional contact center organizations is to effectively manage and resolve customer support queues as well as generate good-will and high customer satisfaction throughout the customer lifecycle.” Process & Operations Management Includes: » Workload Management – Scheduling & Forecasting » Communication & Agent Support Tools » Process Workflow » Roles & Responsibilities Deloitte – Getting the most out of your contact center – A benchmark study on contact center maturity in Sweden © AdvanTel Networks Inc. 12 IT & Technology “Defining the processes and steps necessary for gathering, managing, and reporting customer data, thus providing the appropriate information to support customer care agents in their daily work as well as providing the business and decision making processes with the right kind of information.” IT & Technology will include: » IVR » CRM » Multi-Channel » Reporting Systems Deloitte – Getting the most out of your contact center – A benchmark study on contact center maturity in Sweden © AdvanTel Networks Inc. 13 Employing Avaya to Improve Customer Experience © AdvanTel Networks Inc. 14 Enabling Strategy » Identify the customer to drive caller experience – IVR – Elite Multi-Channel – Avaya Business Advocate » Provide Multi-Channel Options – Elite Multi-Channel • • • • • Inbound & Outbound Voice Email Chat IM/Text Voice Mail & Fax – Utilize presence to reach experts © AdvanTel Networks Inc. 15 Identify & Service The Customer » IVR – Data Dip – Call Routing – Speech HINT: Use data from multiple sources to customize menus: » Elite Multi-Channel » – Data Dip – Call Routing Rules – Screen Pop » » » » Bill recently paid Bill due Recent claim Product portfolio Tech support return call © AdvanTel Networks Inc. 16 All Customers R Not = » Cost/channel » Limited Resources Avaya Business Advocate provides New Rules for Call Selection » Predicted Wait Time (PWT) PWT = Current Wait Time + Advance Time Advance Time: If the agent who just became available doesn’t answer the call, how much longer will it wait to be answered? » Service Objective Relative Value of the Call » PWT/SO Ratio – If skill level is equal, deliver the call with the highest PWT/SO ratio © AdvanTel Networks Inc. 17 Training & Retention » Use call recordings & customer feedback as drivers for agent specific training » Align metrics with business objectives – Understand impact of metrics, do they drive the desired behaviors? – Are metrics easily accessible to both the Supervisor/Manager and the agent? HINTS: • CMS reports can easily be customized • Reports can be exported to HTML and sent to agents • ODBC is available to combine call data with other data sources © AdvanTel Networks Inc. 18 Process & Operations Management GARTNER MAGIC QUADRANT » WFO – Reduce Overstaffing – Improve Adherence – Improve Supervisory Efficiency » Avaya Business – Reserve Agents – Dynamic Advocate » Interruptible AUX Ability to Execute Advocate Completeness of Vision © AdvanTel Networks Inc. 19 IT & Technology » Easy to » » » » configure Easy to use Robust Flexible Supports multichannel © AdvanTel Networks Inc. 20 What I’m Seeing… » Callback applications with high customer adoption rates – Quick & easy to implement – Excellent success in reaching customer – Best Practice: connect agent first and customer second » Increased use of data available to agent – Avaya One-X Agent makes it easy to deploy screen pop – Screen pop available for text, email, chat © AdvanTel Networks Inc. 21 Measurement & Metrics © AdvanTel Networks Inc. 22 Measurement & Metrics » Customer data is in multiple sources – Combine data from multiple sources into database to be used for call routing & agent selection – EMC can route emails by key word search » No single metric is the answer – – – – Efficiency Quality Customer Feedback Multi-channel data © AdvanTel Networks Inc. 23 Measurement & Analysis Tools » CMS – Recently expanded standard report set includes more service level related reports – Customization of reports via Report Designer is relatively easy – Internal call history allows for creation of more detailed reports about customer experience – R17 allows for virtual servers – Now using Dell Servers for smaller call centers » Elite Multi Channel – Gets data from CMS to show real-time and historical results – Information available in Interaction Data Server © AdvanTel Networks Inc. 24 Be Proactive » Speech & Text Analytics – Identifies trends that can help you not only manage the contact center, but the business • Competitive threats • Dissatisfaction • Product Issues – Focused training opportunities • Upsell & cross-sell opportunities • Lost time (silence while agent looking something up) • Identify & share good calls © AdvanTel Networks Inc. 25 Summary Use the data to: 1. Know your customers 2. Coach your agents 3. Refine your customer experience Define a strategy to incorporate technology and tools that enable the Agents to service customers and the Supervisors to focus on coaching. Tools like One-X agent, EMC, CMS, & Avaya Business Advocate will enable you to meet the revenue, efficiency and customer experience challenge. “I can design a call center 10 different ways, and the customer experience will be the same. I design the call center to provide you with the data you need to do the analysis to continuously improve.” ~ Me © AdvanTel Networks Inc. 26 Questions Thank You Mary-Ellen Vicinus mvicinus@advantel.com Phone: 408 954-5179 © AdvanTel Networks Inc. 27