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Social Customer Service
Engaging with more customers more effectively and efficiently while driving loyalty
• Why is social customer service increasing in importance & priority
• Why is social care hard?
• How can partners add value? What’s the opportunity?
• Case study: how did Accenture help KLM implement a world-class
customer care offering?
• What does the social customer service solution actually do?
• Give you resources and answers to your questions
Questions: in GotoWebinar Chat
or, make it social with #socialcarelive on Twitter
What You Should Get Out of our Presentation
Safe Harbor
Safe harbor statement under the Private Securities Litigation ReformAct of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of
the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make.All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service
availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future
operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of
our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service,
new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or
delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and
acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and
manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization
and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our
annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter.These documents and
others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be
delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Brett Weigl
Director, Product Management
Service Cloud
@brettweigl
Social Media Has Changed the Way We Service Our Customers
A New Era For Customer Care
Within a few
days or so
Within
5 minutes
Within
15 minutes
Within
30 minutes
Within
one hour
More than one
hour, but later
same day
From days to hours to now minutes and seconds…
The Customer’s Expectations Are Changing, too.
​How soon after you
contact a brand on
social media do you
expect a response?
Source: Edison Research
 Social agents are able to handle 4-8 times more
issues/hour than phone agents (Gartner)
 Preemptive SCS (reaching out) can reduce call
volumes 30% and increase customer retention 3-
5% (Enkata)
 SCS costs 1/6th the cost of phone interactions,
1/3-1/5 the cost of email interactions (NM Incite)
Is SCS a big deal? These stats speak for themselves.
Social Customer Service (SCS)
@NTO_help every time I order
camping gear from you I don’t
get it on time #fail
Scott McCorkle @SMcCorkle
Looks Simple From the Outside…
@smccorkle I fixed the problem!
Have a nice day. ^JE
NTO Helps! @NTO_Help
8,000+ followers
@NTO_help every time I
order camping gear from you I
don’t get it on time #fail
Scott McCorkle @SMcCorkle
But Actually Quite Complex and Unique
The Real Challenge
Chad Schaeffer
Social Customer Service Specialist
Salesforce Professional Services
@chadschaeffer - #socialcustcaretip
Social Customer Service Blog: https://chadschaeffer.wordpress.com/
Assessing Potential Opportunities to Help Customers
Calls out BMW for
terrible customer
service
Cost of poor social
customer care? $41k
No response from
BMW, has quote from
Mercedes
Industry Average Yearly Volume
(YoY Jan ‘14 –’15)
Representative Companies
Retail +57% Nike, Wal-Mart, Amazon, Best Buy, Zappos
Consumer Tech +42% Microsoft, Spotify, Netflix, Samsung, Sony
Playstation, Activision
Airlines +51% American/US Airways, KLM, Delta, United, JetBlue
Financial Services +32% BofA, AmEx, Chase, Wells Fargo, Citi
Telecommunications +100% Verizon, Sprint, AT&T, Vodafone,
TimeWarner/Comcast
Yearly Volume Increase for Service-Focused Twitter Accounts
Social Customer Service Adoption
Basic Social Forensics
Volume and when they launched
Are they responding, quality of responses
Number of agents, brands, languages
Are they already using Radian6/Social Studio
Automation could be key based on type/severity of contacts
Would they benefit from cross channel reports/resolution
Are they interested in creating social ids and linking to customer ids
Common Discovery Questions
1. Strategy - Tell me about your social customer service strategy (are they thinking about
retention, customer engagement, integrating social into the contact center)
2. Operations - Volume, Brands, Languages, Agents, In/Out Sourced, Social vs Call Center
3. Listening – Managed Accounts, Broad Listening, Non-FB/TW, Communities
4. Workflow - Are you currently prioritizing social interactions and categorizing them for
reporting? i.e. By FB/TW, Brand/Product, Language/Region, Severity, Influencers
5. Engagement – What are your current engagement guidelines, do you resolve publicly,
how to handle direct/private messages, transition to other channels outside of social?
6. Reporting - What current metrics are you capturing in social care? CSAT/NPS,
volume/issue trends, response times, productivity, day/hour inbound volume, engagements
7. Governance - Do you current have a social media governance program or playbook in
place for customer care?
8. Service Cloud – Customization, Testing, Training, GoLive, PM Methodology, Certs
Two Paths to Market
300 FY15 Open SC Opptys
Social Care Adds $150k in Pro
Services to Every Oppty
$4.5M Opportunity at 10%
Attach Rate
500 Target Accounts with
Service Cloud
Social Care Adds $150k in Pro
Services to Every Oppty
$7.5M Opportunity at 10%
Attach Rate
Attach to
Existing Service Cloud Projects
*Examples
Go Back to
Past Implementations
*Examples
Social Care Implementation Packages (Examples)
Small Medium Large
Engagement
Description &
Deliverables
• Volume
• Cases – Less than 35,000
• Agents – 4-8
• Brands/Divisions - 1
• Languages – 1 (English)
• Regions – 1 (USA)
• Integration to Service Cloud – Yes
• Agile Methodology - Maybe
• Requirements & Playbook – 7 Days
• Testing & Training Support – 7 days
• Go-Live Support – 5 Days
• Project Management – 10%
• Object Assignment Engine - No
• Configuration
• Topic Profiles/Managed
Accounts – 3-4
• Social Hub Rules – 7
• Reports – Less than 10
• Volume
• Cases – Less than 150,000
• Agents – 8-25
• Brands/Divisions – 1-3
• Languages – 1-2
• Regions – 1-2
• Integration to Service Cloud – Yes
• Agile Methodology - Yes
• Requirements & Playbook – 15 Days
• Testing & Training Support – 13 days
• Go-Live Support – 8 Days
• Project Management – 15%
• Object Assignment Engine - No
• Configuration
• Topic Profiles/Managed
Accounts – 5-10
• Social Hub Rules – 15
• Reports – Less than 20
• Volume
• Cases – 150,000+
• Agents – 25+
• Brands/Divisions – 3+
• Languages – 2+
• Regions – 2+
• Integration to Service Cloud – Yes
• Agile Methodology - Yes
• Requirements & Playbook – 20 Days
• Testing & Training Support – 28 Days
• Go-Live Support – 18 Days
• Project Management – 20%
• Object Assignment Engine - Maybe
• Configuration
• Topic Profiles/Managed Accounts
– 10-20
• Social Hub Rules – 50
• Reports – Less than 35
Duration 4-8 Weeks 10–12 weeks 16-20 weeks
Not the Complaint Department, Social Care Drives Sales
Future of Social Customer Service
• Customer intelligence delivered with social post
• Is tweet/post from a customer or a prospect
• Personal sentiment score, is person an advocate/detractor
• How often does customer interact socially w/brand
• Social Customer Care integrating into the overall customer journey
• Customer complained, enter them into an email retention campaign
• Customer praised recent purchase, notification from mobile app for digital coupon for complimentary product
• Customer posts about loving new candle, FB ad for more candles
• Social ID & Customer ID Integration
• Requires business process change, learn from email
• Social collection campaigns, social sign in
• Contact Center maturity applied to social channel
• Hiring, Quality, Coaching, Metrics, Certifications
• Social Customer Care professional community growth and engagement
• Need to connect, benchmark, network and help each other
​KLM has 200+ dedicated social customer care employees
​They endeavor to respond within 60 minutes, average reply time is ~50 minutes
​They post expected reply time on Twitter, and update that every 5 minutes
​Social Customer Service in 14 different languages
​Flight attendants stay connected on board with iPads
Social Customer Service Done Right
Omar Oualif
Consultant, Accenture
@omaroualif
Challenges
• Agents need to use different systems to provide a relevant feedback to passengers
• 10 clicks in average before answering the customer
• 7 minutes average between the customer posts on social network and creation in
Salesforce
• Different sources of articles and FAQs
• Social media servicing is disconnected from daily operations (flight status for
instance)
• Challenging collaboration between worldwide servicing teams (Europe and Asia)
Expectations – Social Customer Service
Outcomes
Radian6 and Social hub integration
• Ability to listen and engage on more channels in the future
• Real-time conversations
• Process automation (Language assignment for instance)
Speed
Service Cloud console + Case feed
• Eliminate time-consuming clicking
• Dashboard overview of the conversations and related items
• Collaborate as a team
Productivity
Knowledge
• Smart knowledge articles based on customer cases
• Suggested resolutions based on the customers cases
• Similar cases
Efficiency
Features
Back-end intelligence data (Accordeon)
• Enhance the agent experience
• Reduce the amount of conversations
• Move to a predictive model analysis
Predictive servicing
High-level architecture – Salesforce Social Customer Service
SCS Embedded in Service Cloud Console
January February March April May June
Rollout Plan – KLM Social Customer Service
Analyze
Analyze
Build (Twitter)
Design
Pilot TW Go-live
Build (Facebook)
Design
Training
Back-End Systems integration
Pilot FB Go-live
Global Go-live
Benefits
2
9
• Reduce the listening speed to 4 minutes average
• Ease of adding new social accounts and channels
• Reduced number of clicks to 2 (instead of 10)
• Better understanding of the passenger information, his preference and
loyalty programs
• Better collaboration between different KLM services worldwide
Brett Weigl
Director, Product Management
Service Cloud
@brettweigl
• Listen: Social Care Channels
• Route: Data Enrichment &
Routing with Social
Automation
• Respond: Service Cloud
Agent Console
Salesforce Social Customer Service?
Data Sources
Social Customer Service Essentials
Agent Environment Measurement
• Owned properties
• Proactive
searches
• Automated vs.
manual?
• Triage
• Work queues
• Responses
• Case history
• Dispositioning
• Response time
• Agent efficiency
• Volume
• Sentiment
Social Studio Service Cloud
Listening
+
Accounts
Manual/Eng
age
Automation/
Social Hub
Publisher
Console &
Case Feed
Apex
Logic
Standard
Objects
How Does the Data Flow?
Demo
Using Service Cloud with Social Studio to power Social Care
What Do I Need To Deploy SCS?
• Service Cloud seat licenses for your
agents
• Editions Supported:
• Enterprise
• Unlimited
• Performance
• Social Studio Subscription
• Listen
• Engage
• Managed Accounts
• Social Hub Automation
For smaller deployments,
consider SCS Starter Pack
Areas Where Partners Can Add Value
● Social Strategy
● Listening Rules Design
● Service Agent Experience
● Inbound Logic (Apex)
● Other Workflow
● Dashboards & Reporting
● Pilot/Go-Live Support
● Provide Response Teams
● Training Services
Questions & Resources
Social Customer Service Success Community group
SCS Implementation guide
8 Steps to Transformational Social Customer Service E-Book
REMEMBER:
You can ask questions in GoToWebinar chat or Twitter #socialcarelive
Ways to Learn More About Social Customer Service
Thank you

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Social Customer Service (January 22, 2015)

  • 1. Social Customer Service Engaging with more customers more effectively and efficiently while driving loyalty
  • 2. • Why is social customer service increasing in importance & priority • Why is social care hard? • How can partners add value? What’s the opportunity? • Case study: how did Accenture help KLM implement a world-class customer care offering? • What does the social customer service solution actually do? • Give you resources and answers to your questions Questions: in GotoWebinar Chat or, make it social with #socialcarelive on Twitter What You Should Get Out of our Presentation
  • 3. Safe Harbor Safe harbor statement under the Private Securities Litigation ReformAct of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make.All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter.These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 4. Brett Weigl Director, Product Management Service Cloud @brettweigl
  • 5. Social Media Has Changed the Way We Service Our Customers A New Era For Customer Care
  • 6. Within a few days or so Within 5 minutes Within 15 minutes Within 30 minutes Within one hour More than one hour, but later same day From days to hours to now minutes and seconds… The Customer’s Expectations Are Changing, too. ​How soon after you contact a brand on social media do you expect a response? Source: Edison Research
  • 7.  Social agents are able to handle 4-8 times more issues/hour than phone agents (Gartner)  Preemptive SCS (reaching out) can reduce call volumes 30% and increase customer retention 3- 5% (Enkata)  SCS costs 1/6th the cost of phone interactions, 1/3-1/5 the cost of email interactions (NM Incite) Is SCS a big deal? These stats speak for themselves. Social Customer Service (SCS)
  • 8. @NTO_help every time I order camping gear from you I don’t get it on time #fail Scott McCorkle @SMcCorkle Looks Simple From the Outside… @smccorkle I fixed the problem! Have a nice day. ^JE NTO Helps! @NTO_Help
  • 9. 8,000+ followers @NTO_help every time I order camping gear from you I don’t get it on time #fail Scott McCorkle @SMcCorkle But Actually Quite Complex and Unique
  • 11. Chad Schaeffer Social Customer Service Specialist Salesforce Professional Services @chadschaeffer - #socialcustcaretip Social Customer Service Blog: https://chadschaeffer.wordpress.com/
  • 12. Assessing Potential Opportunities to Help Customers Calls out BMW for terrible customer service Cost of poor social customer care? $41k No response from BMW, has quote from Mercedes
  • 13. Industry Average Yearly Volume (YoY Jan ‘14 –’15) Representative Companies Retail +57% Nike, Wal-Mart, Amazon, Best Buy, Zappos Consumer Tech +42% Microsoft, Spotify, Netflix, Samsung, Sony Playstation, Activision Airlines +51% American/US Airways, KLM, Delta, United, JetBlue Financial Services +32% BofA, AmEx, Chase, Wells Fargo, Citi Telecommunications +100% Verizon, Sprint, AT&T, Vodafone, TimeWarner/Comcast Yearly Volume Increase for Service-Focused Twitter Accounts Social Customer Service Adoption
  • 14. Basic Social Forensics Volume and when they launched Are they responding, quality of responses Number of agents, brands, languages Are they already using Radian6/Social Studio Automation could be key based on type/severity of contacts Would they benefit from cross channel reports/resolution Are they interested in creating social ids and linking to customer ids
  • 15. Common Discovery Questions 1. Strategy - Tell me about your social customer service strategy (are they thinking about retention, customer engagement, integrating social into the contact center) 2. Operations - Volume, Brands, Languages, Agents, In/Out Sourced, Social vs Call Center 3. Listening – Managed Accounts, Broad Listening, Non-FB/TW, Communities 4. Workflow - Are you currently prioritizing social interactions and categorizing them for reporting? i.e. By FB/TW, Brand/Product, Language/Region, Severity, Influencers 5. Engagement – What are your current engagement guidelines, do you resolve publicly, how to handle direct/private messages, transition to other channels outside of social? 6. Reporting - What current metrics are you capturing in social care? CSAT/NPS, volume/issue trends, response times, productivity, day/hour inbound volume, engagements 7. Governance - Do you current have a social media governance program or playbook in place for customer care? 8. Service Cloud – Customization, Testing, Training, GoLive, PM Methodology, Certs
  • 16. Two Paths to Market 300 FY15 Open SC Opptys Social Care Adds $150k in Pro Services to Every Oppty $4.5M Opportunity at 10% Attach Rate 500 Target Accounts with Service Cloud Social Care Adds $150k in Pro Services to Every Oppty $7.5M Opportunity at 10% Attach Rate Attach to Existing Service Cloud Projects *Examples Go Back to Past Implementations *Examples
  • 17. Social Care Implementation Packages (Examples) Small Medium Large Engagement Description & Deliverables • Volume • Cases – Less than 35,000 • Agents – 4-8 • Brands/Divisions - 1 • Languages – 1 (English) • Regions – 1 (USA) • Integration to Service Cloud – Yes • Agile Methodology - Maybe • Requirements & Playbook – 7 Days • Testing & Training Support – 7 days • Go-Live Support – 5 Days • Project Management – 10% • Object Assignment Engine - No • Configuration • Topic Profiles/Managed Accounts – 3-4 • Social Hub Rules – 7 • Reports – Less than 10 • Volume • Cases – Less than 150,000 • Agents – 8-25 • Brands/Divisions – 1-3 • Languages – 1-2 • Regions – 1-2 • Integration to Service Cloud – Yes • Agile Methodology - Yes • Requirements & Playbook – 15 Days • Testing & Training Support – 13 days • Go-Live Support – 8 Days • Project Management – 15% • Object Assignment Engine - No • Configuration • Topic Profiles/Managed Accounts – 5-10 • Social Hub Rules – 15 • Reports – Less than 20 • Volume • Cases – 150,000+ • Agents – 25+ • Brands/Divisions – 3+ • Languages – 2+ • Regions – 2+ • Integration to Service Cloud – Yes • Agile Methodology - Yes • Requirements & Playbook – 20 Days • Testing & Training Support – 28 Days • Go-Live Support – 18 Days • Project Management – 20% • Object Assignment Engine - Maybe • Configuration • Topic Profiles/Managed Accounts – 10-20 • Social Hub Rules – 50 • Reports – Less than 35 Duration 4-8 Weeks 10–12 weeks 16-20 weeks
  • 18. Not the Complaint Department, Social Care Drives Sales
  • 19. Future of Social Customer Service • Customer intelligence delivered with social post • Is tweet/post from a customer or a prospect • Personal sentiment score, is person an advocate/detractor • How often does customer interact socially w/brand • Social Customer Care integrating into the overall customer journey • Customer complained, enter them into an email retention campaign • Customer praised recent purchase, notification from mobile app for digital coupon for complimentary product • Customer posts about loving new candle, FB ad for more candles • Social ID & Customer ID Integration • Requires business process change, learn from email • Social collection campaigns, social sign in • Contact Center maturity applied to social channel • Hiring, Quality, Coaching, Metrics, Certifications • Social Customer Care professional community growth and engagement • Need to connect, benchmark, network and help each other
  • 20. ​KLM has 200+ dedicated social customer care employees ​They endeavor to respond within 60 minutes, average reply time is ~50 minutes ​They post expected reply time on Twitter, and update that every 5 minutes ​Social Customer Service in 14 different languages ​Flight attendants stay connected on board with iPads Social Customer Service Done Right
  • 22. Challenges • Agents need to use different systems to provide a relevant feedback to passengers • 10 clicks in average before answering the customer • 7 minutes average between the customer posts on social network and creation in Salesforce • Different sources of articles and FAQs • Social media servicing is disconnected from daily operations (flight status for instance) • Challenging collaboration between worldwide servicing teams (Europe and Asia)
  • 23. Expectations – Social Customer Service Outcomes Radian6 and Social hub integration • Ability to listen and engage on more channels in the future • Real-time conversations • Process automation (Language assignment for instance) Speed Service Cloud console + Case feed • Eliminate time-consuming clicking • Dashboard overview of the conversations and related items • Collaborate as a team Productivity Knowledge • Smart knowledge articles based on customer cases • Suggested resolutions based on the customers cases • Similar cases Efficiency Features Back-end intelligence data (Accordeon) • Enhance the agent experience • Reduce the amount of conversations • Move to a predictive model analysis Predictive servicing
  • 24. High-level architecture – Salesforce Social Customer Service
  • 25. SCS Embedded in Service Cloud Console
  • 26. January February March April May June Rollout Plan – KLM Social Customer Service Analyze Analyze Build (Twitter) Design Pilot TW Go-live Build (Facebook) Design Training Back-End Systems integration Pilot FB Go-live Global Go-live
  • 27. Benefits 2 9 • Reduce the listening speed to 4 minutes average • Ease of adding new social accounts and channels • Reduced number of clicks to 2 (instead of 10) • Better understanding of the passenger information, his preference and loyalty programs • Better collaboration between different KLM services worldwide
  • 28. Brett Weigl Director, Product Management Service Cloud @brettweigl
  • 29. • Listen: Social Care Channels • Route: Data Enrichment & Routing with Social Automation • Respond: Service Cloud Agent Console Salesforce Social Customer Service?
  • 30. Data Sources Social Customer Service Essentials Agent Environment Measurement • Owned properties • Proactive searches • Automated vs. manual? • Triage • Work queues • Responses • Case history • Dispositioning • Response time • Agent efficiency • Volume • Sentiment
  • 31. Social Studio Service Cloud Listening + Accounts Manual/Eng age Automation/ Social Hub Publisher Console & Case Feed Apex Logic Standard Objects How Does the Data Flow?
  • 32. Demo Using Service Cloud with Social Studio to power Social Care
  • 33. What Do I Need To Deploy SCS? • Service Cloud seat licenses for your agents • Editions Supported: • Enterprise • Unlimited • Performance • Social Studio Subscription • Listen • Engage • Managed Accounts • Social Hub Automation For smaller deployments, consider SCS Starter Pack
  • 34. Areas Where Partners Can Add Value ● Social Strategy ● Listening Rules Design ● Service Agent Experience ● Inbound Logic (Apex) ● Other Workflow ● Dashboards & Reporting ● Pilot/Go-Live Support ● Provide Response Teams ● Training Services
  • 35. Questions & Resources Social Customer Service Success Community group SCS Implementation guide 8 Steps to Transformational Social Customer Service E-Book REMEMBER: You can ask questions in GoToWebinar chat or Twitter #socialcarelive Ways to Learn More About Social Customer Service