Defrag Conference 2015: From Dinosaurs to Unicorns; A New Kind of Customer Engagement
1. From Dinosaurs to Unicorns: A New Kind of
Customer Engagement
Hi, I’m Aaron with
2. A new kind of customer engagement that’s
content driven
Clever dinosaurs and most unicorns are
employing this to disrupting their markets
Here’s Our Discussion
11. Revolution and Evolution
Pre-Industrial Revolution
No separation between
customer and craftsman
Industrial Revolution
Advent of the distribution
network
Return to the Craftsman
Faster production cycles
and direct connection to
SME’s/craftsmen
12. Mid-market companies use on
average between 300-400 cloud
apps
The subscription model is
infecting all industries
Requires an emphasis on
customer success (experts)
Create meaningful connection
and understanding
The Subscription Economy
18. Online Self Service Is Now The MOST Prefferred Channel
76% in 2015 Study by Forrester
19. A CEB study of more than 1,400 B2B customers across many industries
revealed that:
57% of a typical purchase decision is made before a customer even
talks to a supplier.
2005: of buyers report educating online before buying
2013: of buyers report educating online before buying
Customer Due Diligence Begins Customer’s First Contact
With Supplier
Customer Purchase
Decision
Self-Service Impacts Buyers
20. 94% of buyers self-educate online
72% of buyers will not engage vendors that
don’t supply docs and post-sale content
92% of buyers rely principally on search
engines to find this content.
More Numbers, More Numbers…
22. So, we phone the call center
or submit a ticket
$!(*@
23. Assisted Support Creates Disloyalty Customers Requiring
Agent Interaction
4 times more likely to
leave disloyal than loyal
Harvard Business Review July 2010
CEB 2013
More Loyal
Less Loyal
1.00x
3.97x
28. Empathize with the buyer and customer
Centralize
Microservices serving behavior and microcontent
Get fancy with machine learning
Lower effort for experts to contribute
Layer across the customer journey
Lowers effort for buyer and customer to become experts
Sift user events stream and tie to customer record
Report and Optimize
Going Outside-In
29. This Is Outside-In Help Content
GOOGLE SEARCH (SEO)
SALES CUSTOMER
RELATIONSHIP
MANAGEMENT
ONBOARDING / TRAINING
/IMPLEMENTATION
IN-PRODUCT
CONTEXTUAL
HELP
SUPPORT CHANNELS
ACCOUNT
MANAGEMENT/RENEWAL
SUCCESS
CENTER
32. • Content maps by industry, persona and stages
• Geographic, demographic and pyschographic data related to products
and features
33. We just converted three+ cost centers
Into a revenue generation engine.
34.
35.
36.
37. Self-service, Agent Enablement and Field Service that Generates Revenue
• 76% of customers prefer self-service
• 60-90% increase in deflection
• +10 - +20 Net Promoter Score
• 94% of buyers educate online
• 2x-3x increase in web traffic
• Understand buyer geographics and demographics
• Complete customer 360
• Industry, persona and stage based content maps
• Improve sales conversion
• The always on sales engineer
• Users into experts and promoters
• Increases up-sell by 10%+
Convert Help Content Into Customer Engagement
38. 3 Pillars of Customer Engagement Management
One to One
Large Enterprise
Small-Medium
Enterprise
Small-Medium
Enterprise
39. 3 Pillars of Customer Engagement Management
One to One
Large Enterprise
Small-Medium
Enterprise
Small-Medium
Enterprise
40. 3 Pillars of Customer Engagement Management
One to One
Large Enterprise
Small-Medium
Enterprise
Small-Medium
Enterprise
41. 3 Pillars of Customer Engagement Management
One to One
Large Enterprise
Small-Medium
Enterprise
Small-Medium
Enterprise
Many to Many
42. 3 Pillars of Customer Engagement Management
One to One
Large Enterprise
Small-Medium
Enterprise
Small-Medium
Business
Many to Many One to Many
43. 3 Pillars of Customer Engagement Management
One to One
Large Enterprise
Small-Medium
Enterprise
Small-Medium
Business
Many to Many One to Many
A new kind of customer enagement that you probably havn’t thought of that’s right under your nose.
Like most things new, it’s not. It’s just an new twist on something old.
New things are most often just looking at something differently. That’s why tech is so exciting. Automating a little part
200 year old manufacturers to the fastest growing software unicorns are using this to disrupt their markets
Before I get into this, I’m told it’s good to build suspense.
Our background – research
Launched as open source, swept up in popularity pleasing all, mastering none.
Some Macro trends that have converged around our interests.
Only vendor to span all uses and
Central Point:
ONLINE SELF SERVICE HIGHLY IMPACTS: CUSTOMER EFFORT AND CUSTOMER SERVICE QUALITY