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A ttentive C ustomer
      E xperience

     Overview
How Important is Customer Experience ?
How Important is Customer Experience ?
If we define customer experience (CE) as ‘the degree to
which customers feel that interactions meet their needs’

                85% say YES!
Staff engagement is key
Voice of the customer
The 4 P’s
Policy:                                 Product:
• Support service vision                • Product that answers
• Flexible enough to                      customer needs
customer                                • Verity of products
  needs                                 • Product ability to stand out
• Uniformity among all                     from the competition
service
  agents




Procedure:                                   People:
• Level of bureaucracy                       • Level of confidence
• Empower the agent                          • Level of professionalism
• Service level agreement                    • Level of courtesy
• Errors preventing                          • Level of empathy
                                             • Level of reliability
“…after spending hundreds of
  millions of dollars in implementing
CRM, I promise you, there’s not a
single CRM implementation today
    that can tell you what the
       customer really wants…”
                        wants…
          ansys Attentive™ ACE

         Esteban Kolsky,
         Senior Research Director
Attentive™ Customer Experience
             ACE

   a proactive event-driven
      Ongoing Feedback
Event Driven Customer Feedback

Customer interaction:
 Inbound / Outbound Calls
 Emails
                                             Event
 Web site
 Face to face                Continual                Intelligent
 Self service               improvement               Sampling
 Field service
 Complaints
 Market research
 Or any other customer
                             Reports &
  touch points…              Analytics
                                                       Feedback

                                           Automatic
                                             Alerts
Event Driven Customer Feedback
Business Rules
When to get the feedback?
Event +24h, week, +1month,
quarterly, annually…                              Event

Whom to ask?                       Continual                Intelligent
                                  improvement               Sampling
Representation of agents,
teams, customer profiles, event
types … Avoid harassment

How many?                         Reports &
                                                            Feedback
Quotas by event category, by      Analytics
customer group, by department,                  Automatic
regions, business segments…                       Alerts
Event Driven Customer Feedback
What to ask?
Feedback based on:
Customer profile, Case details
and other attributes.
                                                  Event
Features
• Conditional Questions            Continual                Intelligent
• Multi lingual – Multi culture   improvement               Sampling


Which collection medium?
Telephone, Email, URL, IVR, Web
PDAs, Kiosk, SMS.                 Reports &
                                                            Feedback
                                  Analytics
How to increase response                        Automatic
rate?                                             Alerts
Relevance, in context,
incentives…
Event Driven Customer Feedback

Directly to relevant persons:
Team leader, Service quality
manager, mid / senior                               Event
management
                                     Continual                Intelligent
                                    improvement               Sampling
Alert rules:
• Individual recipient
• Aggregated groups

Creating tasks:                     Reports &
                                    Analytics
                                                              Feedback
Recovery actions, training agent,
                                                  Automatic
policy reassessment….                               Alerts
Event Driven Customer Feedback
Frequency:
Day, week, month, quarter…
Type:                                               Event
Trends, unit comparison,
benchmark                            Continual                Intelligent
                                    improvement               Sampling
Presentation tools:
PPT, Excel, HTML, Dashboard
Recipient:
Personalized & filtered             Reports &
information                                                   Feedback
                                    Analytics
                                                  Automatic
Interface:                                          Alerts
BI, DW, statistical software, GIS
Event Driven Customer Feedback
ncrease customer satisfaction

  & improve customer retention
                                                  Event

educe the risk of negative         Continual                Intelligent
                                  improvement               Sampling
  word-of-mouth publicity (NPS)


 Higher CSR satisfaction and
                                  Reports &
                                                            Feedback
                                  Analytics
  engagement level                              Automatic
                                                  Alerts


           Creates customer centric culture
horten the time required for

  problems solving
Questionnaires
CATI
Interviewer screen
Attentive
Dashboard
KPI Dashboard Display
GIS Portal
Municipality – Satisfaction Survey in dealing complaints
                    9/2006 to 6/2007
Municipality - Distribution of water complaints
               9/2006 to 6/2007
Customer Experience
     In practice
Service quality, satisfaction & loyalty
                                            (the orange case)


                                          Improve service attributes               General satisfaction with
                                          Reliability                                 Customer service
        Improve service enablers:         Responsiveness
85      Waiting time                      Helpfulness
        Courtesy
80

75

70

65

60                                                                                  General satisfaction with
55
                                                                                             orange
50
                                                                                        If had any choice would
45
                                                                                          choose orange again
40

35
     12/99   3/00   12/00   3/01   7/01    11/01   3/02   8/02   12/02   5/03   11/03    12/04   9/05   7/06
Customer Complaints

4%


3%


2%


1%



     2000   2001   2002   2003   2004   2005
Leumi card- Improvement in customer Satisfaction
                            2005-2008

                                                                             100%
                         98%97%                              90%
         90% 90%               92%         94% 93%
                                                  90%           86%          90%
                                  87%
                87%                                  85%           82%
                                                                      79%
                                                                             80%
                  76%
                                                                             70%

 Efficiency                                                                  60%

                                                                             50%
     +
                                                                             40%
satisfaction
                                                                             30%

                                                                             20%

                                                                             10%

                                                                             0%
     problem solved in   agent courtesy         agent           general
      1-2 interactions     (very good-     professionalism    satisfaction
                            excellent)       (very good-      (very good-
                                              excellent)       excellent)

                             2005   2006    2007   2008
Leumi card- improvement in loyalty
               2007-2008




 31%                       36%
                                                      47%



 43%
                           47%
                                                      39%


 26%
                           17%                        15%

Sep_07                   Mar_08                   July_08




       poor loyalty   medium loyalty   high loyalty
“…It is not the strongest that survive
nor the most intelligent but the most
      responsive to change…”

       Charles Darwin (1853)
Q&A
Thank You
   Eli Matara

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Improving customer experience, customer satisfaction, customer loyalty, customer retention, reducing churn and capturing the voice of the customer by using Attentive ACE® (April 09 version)

  • 1. A ttentive C ustomer E xperience Overview
  • 2. How Important is Customer Experience ?
  • 3. How Important is Customer Experience ? If we define customer experience (CE) as ‘the degree to which customers feel that interactions meet their needs’ 85% say YES!
  • 5. Voice of the customer
  • 6. The 4 P’s Policy: Product: • Support service vision • Product that answers • Flexible enough to customer needs customer • Verity of products needs • Product ability to stand out • Uniformity among all from the competition service agents Procedure: People: • Level of bureaucracy • Level of confidence • Empower the agent • Level of professionalism • Service level agreement • Level of courtesy • Errors preventing • Level of empathy • Level of reliability
  • 7. “…after spending hundreds of millions of dollars in implementing CRM, I promise you, there’s not a single CRM implementation today that can tell you what the customer really wants…” wants… ansys Attentive™ ACE Esteban Kolsky, Senior Research Director
  • 8. Attentive™ Customer Experience ACE a proactive event-driven Ongoing Feedback
  • 9. Event Driven Customer Feedback Customer interaction:  Inbound / Outbound Calls  Emails Event  Web site  Face to face Continual Intelligent  Self service improvement Sampling  Field service  Complaints  Market research  Or any other customer Reports & touch points… Analytics Feedback Automatic Alerts
  • 10. Event Driven Customer Feedback Business Rules When to get the feedback? Event +24h, week, +1month, quarterly, annually… Event Whom to ask? Continual Intelligent improvement Sampling Representation of agents, teams, customer profiles, event types … Avoid harassment How many? Reports & Feedback Quotas by event category, by Analytics customer group, by department, Automatic regions, business segments… Alerts
  • 11. Event Driven Customer Feedback What to ask? Feedback based on: Customer profile, Case details and other attributes. Event Features • Conditional Questions Continual Intelligent • Multi lingual – Multi culture improvement Sampling Which collection medium? Telephone, Email, URL, IVR, Web PDAs, Kiosk, SMS. Reports & Feedback Analytics How to increase response Automatic rate? Alerts Relevance, in context, incentives…
  • 12. Event Driven Customer Feedback Directly to relevant persons: Team leader, Service quality manager, mid / senior Event management Continual Intelligent improvement Sampling Alert rules: • Individual recipient • Aggregated groups Creating tasks: Reports & Analytics Feedback Recovery actions, training agent, Automatic policy reassessment…. Alerts
  • 13. Event Driven Customer Feedback Frequency: Day, week, month, quarter… Type: Event Trends, unit comparison, benchmark Continual Intelligent improvement Sampling Presentation tools: PPT, Excel, HTML, Dashboard Recipient: Personalized & filtered Reports & information Feedback Analytics Automatic Interface: Alerts BI, DW, statistical software, GIS
  • 14. Event Driven Customer Feedback ncrease customer satisfaction & improve customer retention Event educe the risk of negative Continual Intelligent improvement Sampling word-of-mouth publicity (NPS) Higher CSR satisfaction and Reports & Feedback Analytics engagement level Automatic Alerts Creates customer centric culture horten the time required for problems solving
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  • 26. Municipality – Satisfaction Survey in dealing complaints 9/2006 to 6/2007
  • 27. Municipality - Distribution of water complaints 9/2006 to 6/2007
  • 28. Customer Experience In practice
  • 29. Service quality, satisfaction & loyalty (the orange case) Improve service attributes General satisfaction with Reliability Customer service Improve service enablers: Responsiveness 85 Waiting time Helpfulness Courtesy 80 75 70 65 60 General satisfaction with 55 orange 50 If had any choice would 45 choose orange again 40 35 12/99 3/00 12/00 3/01 7/01 11/01 3/02 8/02 12/02 5/03 11/03 12/04 9/05 7/06
  • 30. Customer Complaints 4% 3% 2% 1% 2000 2001 2002 2003 2004 2005
  • 31. Leumi card- Improvement in customer Satisfaction 2005-2008 100% 98%97% 90% 90% 90% 92% 94% 93% 90% 86% 90% 87% 87% 85% 82% 79% 80% 76% 70% Efficiency 60% 50% + 40% satisfaction 30% 20% 10% 0% problem solved in agent courtesy agent general 1-2 interactions (very good- professionalism satisfaction excellent) (very good- (very good- excellent) excellent) 2005 2006 2007 2008
  • 32. Leumi card- improvement in loyalty 2007-2008 31% 36% 47% 43% 47% 39% 26% 17% 15% Sep_07 Mar_08 July_08 poor loyalty medium loyalty high loyalty
  • 33. “…It is not the strongest that survive nor the most intelligent but the most responsive to change…” Charles Darwin (1853)
  • 34. Q&A Thank You Eli Matara