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Contact Centers Must Go Digital or Die!
© 2015 Forrester Research, Inc. Reproduction Prohibited 2
Source: September 12, 2014 “The CIO's Blueprint For Strategy In The Age Of The Customer”, Forrester report
Customers Control The Conversation That They Have
With Businesses
© 2015 Forrester Research, Inc. Reproduction Prohibited 3
Source: June 27, 2014 “What drives a profitable customer experience”, Forrester report
Good Customer Experiences Are Good For Business
Retention
loyalty
Enrichment
loyalty
Advocacy
loyalty
The likelihood that a
customer will keep
existing business
with the company
The likelihood that a
customer will buy
additional products
and services from
the company
The likelihood that
a customer will
recommend the
company to
others
© 2015 Forrester Research, Inc. Reproduction Prohibited 4
Source: April 20, 2015, “The Customer Experience Index, 2015” Forrester report
Few Businesses Deliver An Outstanding Experience
73%
Very Poor
(0 to 54)
52%
Poor
( 55 to 64)
OK
(65 to 74)
Good
( 75 to 84)
Excellent
( 85+)
26%
1%
19%
2%
© 2015 Forrester Research, Inc. Reproduction Prohibited 5
© 2015 Forrester Research, Inc. Reproduction Prohibited 6
Source: January 20, 2015 “Channel Management Core To Your Customer Service Strategy” Forrester report
Customers Expect Effortless Service
55% will abandon
online purchases if
they can’t find a
quick answer
For 77%, valuing
their time is the
most important
thing a company
can do to provide
good service
© 2015 Forrester Research, Inc. Reproduction Prohibited 7
Customers Increasingly Rely On Self-Service
Help or FAQs
on a company
website
Phone
Email
Chat
Twitter
8 Confidential and Proprietary.
Redefine Self-Service
IVR
Web Self-Service
Mobile Apps
Personalized, Contextual and
Multimodal
9 Confidential and Proprietary.
Multimodal Self-Service Empowers Customers
•Customer dynamically offered visually assisted call to enrich interaction
• Schedule call back time
• Schedule appointments
• Complete & Collect Survey
• Access “How To” Videos
• Push Relevant Information
• In-App Notification
10 Confidential and Proprietary.
Case Study: Switzerland’s Leading Telecom
Improves Productivity While Helping Customers More Quickly with Innovative
Self-Service App
“With this app, customers are
more apt to help themselves,
regardless of their location. Self-
service and “mobile first” – that’s
our motto”
Vanna Breda
Head of Interaction Experience and
Innovation Topics
Swisscom Group
Challenges
• Integrate mobile apps with existing customer service and contact
center processes
• Manage customer interactions that span mobile engagement and
other channels
• Improve customer service experience with an innovative portfolio
of attractive and efficient contact opportunities — from chat, to
click-to-call, to new online services
Solution
Replaced traditional IVR with new app’s graphic IVR. Integrating
mobile engagement capabilities provided smartphone users with an
intuitive drop-down menu to directly contact the appropriate agent by
selecting the type of contact they need. App recognizes relevant
topics and displays appropriate answers as the customer navigates
the system.
Results
• Workload reduction up to 125,000 work hours annually
• Improved call center productivity without impacting service quality
• Customers both reach the menu and get help more quickly with
graphical IVR
© 2015 Forrester Research, Inc. Reproduction Prohibited 11
27%
33%
45%
2009
(N=4,569)
2012
(N=7,411)
2014
(N=7,522)
“I like having an instant messaging/online chat box appear and ask
if I need help with my online research or purchase”
Base: US online adults (18+); Source: North American Technographics Customer Experience Online Survey, Q4 2009, North American
Technographics Customer Experience Online Survey, Q4 2012 (US), North American Technographics Customer Experience Survey, 2014
Channel Use Changes Year Over Year
Source: Channel Management Core To Your Customer Service Strategy: Jan 20, 2015
© 2015 Forrester Research, Inc. Reproduction Prohibited 12
Let’s Dive Into Those Numbers By Age
74%
83%
65%
55%
54%
51%
73%
73%
42%
35%
37%
31%
0% 20% 40% 60% 80% 100%
Conversation with a customer service representative or
agent via telephone
Help or Frequently Asked Questions (FAQs) on a
company's Web site
Online forum or community with other customers (e.g.,
Walmart's Customer Q&A Exchange, Dell's customer
forums, fixya.com)
Using a self-service mobile phone application
Using an online “virtual agent” (an avatar that simulates a
customer service conversation with a live person)
Contacting a company using Twitter
35+ years old*
18-34 years old
Base: US Online Adults (Online Weekly or More) 18-34 years old; *35+ years old
Source: North American Consumer Technographics Customer Life Cycle Survey 2, 2014
13 Confidential and Proprietary.
Case Study: Digital Banking with a Human Face
Challenges
• Meet the banking needs of a young, tech-savvy population
• Differentiate the customer experience
• Improve contact center sales and efficiency
“Agent-assisted video is very
popular and a first for Turkish
banking in online banking and
mobile channels customers can
request a video call at a time and
place of their choice."
Ender Durukan
Senior VP, Contact Centers
Differentiate self-service customer experience with video engagement and
social media
Solution
Using Genesys digital channels, Akbank has turned its internet
banking portal into a self-service channel with the option of video
sessions – putting a human face on online customer interactions
Results
• Direct Banking customer numbers are now doubled after
announcing new video-enabled mobile banking application
• Service level is approximately 85%
• Abandoned calls ratio is less than 3%
© 2015 Forrester Research, Inc. Reproduction Prohibited 14
15 Confidential and Proprietary.
Deliver Personalized Web Experiences
Behavioral Monitoring
Proactive
Proactive and Personalized
Next
Best
Action
Website Clickstream
Rules Engine
Customer
Context
Key Event
16 Confidential and Proprietary.
Case Study: Leading Mobile Communications Provider
Genesys Solutions Provide Personalized Omnichannel Customer
Engagement Resulting in 3X Increase in Sales Conversions
“The solutions that Genesys has
helped us develop over the past
13 years have enabled us to
become closer to our
customers, understand them
better and provide them top
class service."
Steve Briggs
Executive Head of Online and
Self-Service
Challenges
• Increase online sales conversions without increasing operational
overhead
• Identify hot leads and proactively engage in a chat with an
omnichannel agent
Solution
Genesys CX Platform including Workforce Optimization, Reporting
and Analytics and Digital Engagement.
Results
• 3X increase in online sales conversions
• Faster time to market
• Reduced cost of sale: using existing people, process and
technology
© 2015 Forrester Research, Inc. Reproduction Prohibited 17
Social
Web
In person
Phone
Mobile
Support Customers Through Their End To End Journey
Browse
Community
Forum
Browse
Facebook
page
Browse a
company
website
Tweet about a
company
Email a
company
service agent
Navigate an
IVR on a
smartphone
Receive info
via SMS
Transfer to
service agent
Visit an
In-store sales
agent
© 2015 Forrester Research, Inc. Reproduction Prohibited 18
Source: The Boston Globe mobile app
Don’t Forget About Mobility
19 Confidential and Proprietary.
Case Study: Leader in Online Accommodations Reservations
Genesys Digital Engagement Center Supports Building a Next-Generation
Customer Experience Platform Resulting in a NPS 25% Higher Than
Industry Average
“ The mobile capabilities of the
Genesys solution build better
customer experiences and that
is essential to our present
leadership in the marketplace."
Gary Ding
Vice President of Operations
Challenges
• Huge growing number of users
• Rapid business growth
• Users expect to complete orders promptly through mobile app
Solution
Genesys CX Platform including Desktop, Self-Service and Digital
Engagement Center.
Results
• Savings of US$ 10K per month for phone costs
• Significantly improved its customer experience and retention
• Reduced costs and increase productivity through callback
reservations and workforce allocation
20 Confidential and Proprietary.
eLong Mobile App Integrated into Contact Center
“Apologies, all
of our agents
are currently
busy. You are
5th in queue,
would you like
us to call you
back in about 4
minutes?”
Scheduled
Callback,
confirm phone
number and
time: after 15,
30, 45, 60, or
120 minutes.
© 2015 Forrester Research, Inc. Reproduction Prohibited 21
Contact Centers Are Not Delivering
Service In Line With Customer
Expectations
© 2015 Forrester Research, Inc. Reproduction Prohibited 22
Contact Centers Don’t Often Pay Attention To Best
Practices
Phone
Email
Chat
Twitter
Help/FAQ on a
website
SATISFACTION
CHANNELUSE
© 2015 Forrester Research, Inc. Reproduction Prohibited 23
Contact Centers Are Not Keeping Up With
Expectations
Only 45% of
contact
centers use
quality
monitoring
tools
Only 30% of
contact centers
have agents that
can handle
multiple
channels
Only 54%of
contact
centers use
satisfaction
surveys
Only 39% of
contact centers
use CTI to
display customer
information
24 Confidential and Proprietary.
Case Study: Fast Growing Health Insurer
Genesys Solutions Provide for a High Touch, High Tech Omnichannel Customer
Experience Resulting in Overall Multi-channel Satisfaction of 96%
“Genesys Chat has allowed
UPMC to provide a high level of
service to our members and to
push First Contact Resolution to
new heights. Member feedback
utilizing chat is excellent."
Anne Palmerine
AVP of Customer Engagement and
Enrollment Services UPMC Health
PlanResults
• First contact resolution rates improved to 96%
• Increased the delivery of high-touch, proactive customer
experience
• Real-time contact center insight for day-to-day agility
Challenges
• Improve efficiency while maintaining CX, customer segment
generating 25% of business was utilizing 45% of resources
• Differentiate in a complex healthcare market
• Proactively contact members who may not be getting care or
services they need
Solution
Omnichannel capabilities with the Genesys CX Platform. Including
Inbound and Outbound Engagement, single Desktop across channels
including voice, Self-Service IVR, Analytics for actionable insights into
team performance and customer care issues and Digital
Engagement.
25 Confidential and Proprietary.
Customer Experience Platform
Cloud Hybrid On-
Premises
Customer Service & Support
Outbound Sales & MarketingPayment & Collections
Inbound Sales & eCommerce
Store/
Branch
Direct
to Rep
Back
Office
Contact
Center
Marketing
Promotion
Mobile
AppWebsite Social
Self Service In/Outbound Back Office Workforce
© 2015 Forrester Research, Inc. Reproduction Prohibited 26
What are you doing about it?
© 2015 Forrester Research, Inc. Reproduction Prohibited 27
Evolve Operations By Focusing On Four Dimensions
© 2015 Forrester Research, Inc. Reproduction Prohibited 28
Evolve Operations By Focusing On Four Dimensions
o What is your customer
engagement strategy?
o How are you embracing
the self-service shift?
© 2015 Forrester Research, Inc. Reproduction Prohibited 29
Evolve Operations By Focusing On Four Dimensions
o Are you investing in
technology to support
digital operations?
o How are you
standardizing content?
© 2015 Forrester Research, Inc. Reproduction Prohibited 30
Evolve Operations By Focusing On Four Dimensions
o Does the contact center
own all digital channels?
o How are you
standardizing
processes?
© 2015 Forrester Research, Inc. Reproduction Prohibited 31
Evolve Operations By Focusing On Four Dimensions
o How are you recruiting
omnichannel agents?
o Are you cross-training agents?
o How are you scheduling agents?
o How are you compensating
agents?
© 2015 Forrester Research, Inc. Reproduction Prohibited 32
Six Steps to an Omnichannel Contact Center Roadmap
1. Leverage your data to align operations with customer
expectations
2. Monitor customer self-service journeys and pass journey
information to agents
3. Empower agents with contextual customer information
4. Invest in a universal queue for omnichannel inquiries
5. Use a universal desktop to standardize agent
experiences
6. Standardize measures of success across channels

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Contact Centers Must Go Digital or Die!

  • 1. Contact Centers Must Go Digital or Die!
  • 2. © 2015 Forrester Research, Inc. Reproduction Prohibited 2 Source: September 12, 2014 “The CIO's Blueprint For Strategy In The Age Of The Customer”, Forrester report Customers Control The Conversation That They Have With Businesses
  • 3. © 2015 Forrester Research, Inc. Reproduction Prohibited 3 Source: June 27, 2014 “What drives a profitable customer experience”, Forrester report Good Customer Experiences Are Good For Business Retention loyalty Enrichment loyalty Advocacy loyalty The likelihood that a customer will keep existing business with the company The likelihood that a customer will buy additional products and services from the company The likelihood that a customer will recommend the company to others
  • 4. © 2015 Forrester Research, Inc. Reproduction Prohibited 4 Source: April 20, 2015, “The Customer Experience Index, 2015” Forrester report Few Businesses Deliver An Outstanding Experience 73% Very Poor (0 to 54) 52% Poor ( 55 to 64) OK (65 to 74) Good ( 75 to 84) Excellent ( 85+) 26% 1% 19% 2%
  • 5. © 2015 Forrester Research, Inc. Reproduction Prohibited 5
  • 6. © 2015 Forrester Research, Inc. Reproduction Prohibited 6 Source: January 20, 2015 “Channel Management Core To Your Customer Service Strategy” Forrester report Customers Expect Effortless Service 55% will abandon online purchases if they can’t find a quick answer For 77%, valuing their time is the most important thing a company can do to provide good service
  • 7. © 2015 Forrester Research, Inc. Reproduction Prohibited 7 Customers Increasingly Rely On Self-Service Help or FAQs on a company website Phone Email Chat Twitter
  • 8. 8 Confidential and Proprietary. Redefine Self-Service IVR Web Self-Service Mobile Apps Personalized, Contextual and Multimodal
  • 9. 9 Confidential and Proprietary. Multimodal Self-Service Empowers Customers •Customer dynamically offered visually assisted call to enrich interaction • Schedule call back time • Schedule appointments • Complete & Collect Survey • Access “How To” Videos • Push Relevant Information • In-App Notification
  • 10. 10 Confidential and Proprietary. Case Study: Switzerland’s Leading Telecom Improves Productivity While Helping Customers More Quickly with Innovative Self-Service App “With this app, customers are more apt to help themselves, regardless of their location. Self- service and “mobile first” – that’s our motto” Vanna Breda Head of Interaction Experience and Innovation Topics Swisscom Group Challenges • Integrate mobile apps with existing customer service and contact center processes • Manage customer interactions that span mobile engagement and other channels • Improve customer service experience with an innovative portfolio of attractive and efficient contact opportunities — from chat, to click-to-call, to new online services Solution Replaced traditional IVR with new app’s graphic IVR. Integrating mobile engagement capabilities provided smartphone users with an intuitive drop-down menu to directly contact the appropriate agent by selecting the type of contact they need. App recognizes relevant topics and displays appropriate answers as the customer navigates the system. Results • Workload reduction up to 125,000 work hours annually • Improved call center productivity without impacting service quality • Customers both reach the menu and get help more quickly with graphical IVR
  • 11. © 2015 Forrester Research, Inc. Reproduction Prohibited 11 27% 33% 45% 2009 (N=4,569) 2012 (N=7,411) 2014 (N=7,522) “I like having an instant messaging/online chat box appear and ask if I need help with my online research or purchase” Base: US online adults (18+); Source: North American Technographics Customer Experience Online Survey, Q4 2009, North American Technographics Customer Experience Online Survey, Q4 2012 (US), North American Technographics Customer Experience Survey, 2014 Channel Use Changes Year Over Year Source: Channel Management Core To Your Customer Service Strategy: Jan 20, 2015
  • 12. © 2015 Forrester Research, Inc. Reproduction Prohibited 12 Let’s Dive Into Those Numbers By Age 74% 83% 65% 55% 54% 51% 73% 73% 42% 35% 37% 31% 0% 20% 40% 60% 80% 100% Conversation with a customer service representative or agent via telephone Help or Frequently Asked Questions (FAQs) on a company's Web site Online forum or community with other customers (e.g., Walmart's Customer Q&A Exchange, Dell's customer forums, fixya.com) Using a self-service mobile phone application Using an online “virtual agent” (an avatar that simulates a customer service conversation with a live person) Contacting a company using Twitter 35+ years old* 18-34 years old Base: US Online Adults (Online Weekly or More) 18-34 years old; *35+ years old Source: North American Consumer Technographics Customer Life Cycle Survey 2, 2014
  • 13. 13 Confidential and Proprietary. Case Study: Digital Banking with a Human Face Challenges • Meet the banking needs of a young, tech-savvy population • Differentiate the customer experience • Improve contact center sales and efficiency “Agent-assisted video is very popular and a first for Turkish banking in online banking and mobile channels customers can request a video call at a time and place of their choice." Ender Durukan Senior VP, Contact Centers Differentiate self-service customer experience with video engagement and social media Solution Using Genesys digital channels, Akbank has turned its internet banking portal into a self-service channel with the option of video sessions – putting a human face on online customer interactions Results • Direct Banking customer numbers are now doubled after announcing new video-enabled mobile banking application • Service level is approximately 85% • Abandoned calls ratio is less than 3%
  • 14. © 2015 Forrester Research, Inc. Reproduction Prohibited 14
  • 15. 15 Confidential and Proprietary. Deliver Personalized Web Experiences Behavioral Monitoring Proactive Proactive and Personalized Next Best Action Website Clickstream Rules Engine Customer Context Key Event
  • 16. 16 Confidential and Proprietary. Case Study: Leading Mobile Communications Provider Genesys Solutions Provide Personalized Omnichannel Customer Engagement Resulting in 3X Increase in Sales Conversions “The solutions that Genesys has helped us develop over the past 13 years have enabled us to become closer to our customers, understand them better and provide them top class service." Steve Briggs Executive Head of Online and Self-Service Challenges • Increase online sales conversions without increasing operational overhead • Identify hot leads and proactively engage in a chat with an omnichannel agent Solution Genesys CX Platform including Workforce Optimization, Reporting and Analytics and Digital Engagement. Results • 3X increase in online sales conversions • Faster time to market • Reduced cost of sale: using existing people, process and technology
  • 17. © 2015 Forrester Research, Inc. Reproduction Prohibited 17 Social Web In person Phone Mobile Support Customers Through Their End To End Journey Browse Community Forum Browse Facebook page Browse a company website Tweet about a company Email a company service agent Navigate an IVR on a smartphone Receive info via SMS Transfer to service agent Visit an In-store sales agent
  • 18. © 2015 Forrester Research, Inc. Reproduction Prohibited 18 Source: The Boston Globe mobile app Don’t Forget About Mobility
  • 19. 19 Confidential and Proprietary. Case Study: Leader in Online Accommodations Reservations Genesys Digital Engagement Center Supports Building a Next-Generation Customer Experience Platform Resulting in a NPS 25% Higher Than Industry Average “ The mobile capabilities of the Genesys solution build better customer experiences and that is essential to our present leadership in the marketplace." Gary Ding Vice President of Operations Challenges • Huge growing number of users • Rapid business growth • Users expect to complete orders promptly through mobile app Solution Genesys CX Platform including Desktop, Self-Service and Digital Engagement Center. Results • Savings of US$ 10K per month for phone costs • Significantly improved its customer experience and retention • Reduced costs and increase productivity through callback reservations and workforce allocation
  • 20. 20 Confidential and Proprietary. eLong Mobile App Integrated into Contact Center “Apologies, all of our agents are currently busy. You are 5th in queue, would you like us to call you back in about 4 minutes?” Scheduled Callback, confirm phone number and time: after 15, 30, 45, 60, or 120 minutes.
  • 21. © 2015 Forrester Research, Inc. Reproduction Prohibited 21 Contact Centers Are Not Delivering Service In Line With Customer Expectations
  • 22. © 2015 Forrester Research, Inc. Reproduction Prohibited 22 Contact Centers Don’t Often Pay Attention To Best Practices Phone Email Chat Twitter Help/FAQ on a website SATISFACTION CHANNELUSE
  • 23. © 2015 Forrester Research, Inc. Reproduction Prohibited 23 Contact Centers Are Not Keeping Up With Expectations Only 45% of contact centers use quality monitoring tools Only 30% of contact centers have agents that can handle multiple channels Only 54%of contact centers use satisfaction surveys Only 39% of contact centers use CTI to display customer information
  • 24. 24 Confidential and Proprietary. Case Study: Fast Growing Health Insurer Genesys Solutions Provide for a High Touch, High Tech Omnichannel Customer Experience Resulting in Overall Multi-channel Satisfaction of 96% “Genesys Chat has allowed UPMC to provide a high level of service to our members and to push First Contact Resolution to new heights. Member feedback utilizing chat is excellent." Anne Palmerine AVP of Customer Engagement and Enrollment Services UPMC Health PlanResults • First contact resolution rates improved to 96% • Increased the delivery of high-touch, proactive customer experience • Real-time contact center insight for day-to-day agility Challenges • Improve efficiency while maintaining CX, customer segment generating 25% of business was utilizing 45% of resources • Differentiate in a complex healthcare market • Proactively contact members who may not be getting care or services they need Solution Omnichannel capabilities with the Genesys CX Platform. Including Inbound and Outbound Engagement, single Desktop across channels including voice, Self-Service IVR, Analytics for actionable insights into team performance and customer care issues and Digital Engagement.
  • 25. 25 Confidential and Proprietary. Customer Experience Platform Cloud Hybrid On- Premises Customer Service & Support Outbound Sales & MarketingPayment & Collections Inbound Sales & eCommerce Store/ Branch Direct to Rep Back Office Contact Center Marketing Promotion Mobile AppWebsite Social Self Service In/Outbound Back Office Workforce
  • 26. © 2015 Forrester Research, Inc. Reproduction Prohibited 26 What are you doing about it?
  • 27. © 2015 Forrester Research, Inc. Reproduction Prohibited 27 Evolve Operations By Focusing On Four Dimensions
  • 28. © 2015 Forrester Research, Inc. Reproduction Prohibited 28 Evolve Operations By Focusing On Four Dimensions o What is your customer engagement strategy? o How are you embracing the self-service shift?
  • 29. © 2015 Forrester Research, Inc. Reproduction Prohibited 29 Evolve Operations By Focusing On Four Dimensions o Are you investing in technology to support digital operations? o How are you standardizing content?
  • 30. © 2015 Forrester Research, Inc. Reproduction Prohibited 30 Evolve Operations By Focusing On Four Dimensions o Does the contact center own all digital channels? o How are you standardizing processes?
  • 31. © 2015 Forrester Research, Inc. Reproduction Prohibited 31 Evolve Operations By Focusing On Four Dimensions o How are you recruiting omnichannel agents? o Are you cross-training agents? o How are you scheduling agents? o How are you compensating agents?
  • 32. © 2015 Forrester Research, Inc. Reproduction Prohibited 32 Six Steps to an Omnichannel Contact Center Roadmap 1. Leverage your data to align operations with customer expectations 2. Monitor customer self-service journeys and pass journey information to agents 3. Empower agents with contextual customer information 4. Invest in a universal queue for omnichannel inquiries 5. Use a universal desktop to standardize agent experiences 6. Standardize measures of success across channels