ForeSee CX Forum
October, 2016
WASHINGTON, D.C.
Source: Gartner
89%
say CX is their #1
competitive weapon
71%
CX professionals
say their programs
are failing to improve
customer experience
Source: Gartner
OMNICHANNEL
OMNICHANNEL defined:
Customers and potential customers
interacting with your organization anytime,
the way THEY want to… seamlessly
Steps towards
OMNICHANNEL
SUCCESS
IDENTIFY who
your
CUSTOMERS
are
Understand
your
customer
DEMOGRAPHICS
Diagnose Strengths, Weaknesses and
Opportunities by AUDIENCE SEGMENT
How
FREQUENTLY
are they
interacting
with your
organization?
Understand the
customer’s
INTENTION!
BUILDING PERSONAS
Persona Building
ACTIVELY
LISTEN to Your
Customers
Find out
WHAT your
customers
want and
HOW they
want it
LISTEN to Customers in
EVERY CHANNEL
FOLLOW UP on complaints
and requests
Provide EXPANDED DIALOGUE
opportunities for your
customers
Train
agents on
ACTIVE
LISTENING
skills
Measure3
You can’t
MANAGE what
you don’t
MEASURE
INTEGRATE
quantitative
and qualitative
analytics
Measure
PERFORMANCE
against GOALS
and OBJECTIVES
Measure IN-CHANNEL
the CUSTOMER
JOURNEY and the
OVERALL PERCEPTION of
your organization
Standardize your
CX Metrics
Measure
SATISFACTION
and the
DRIVERS of
satisfaction
Establish
BASELINES and
BENCHMARK
Analyze
Employee
Engagement
Employee
Engagement defined:
The EMOTIONAL COMMITMENT
one has to their
organization and its
goals.
Customers will never
love the company
until the employees
love it first
-Simon Sinek
Get input from
CSRsand
FRONTLINE
MANAGERS
Increased
EMPLOYEE
ENGAGEMENT
drives CX, which
impacts DESIRED
OUTCOMES
5Establish/Update Customer
Service Standards
Clearly DEFINE service standards
Success REQUIRES DEFINITION
Set performance
standards by
customer TOUCH
POINT
PUBLISH STANDARDS to
staff, partners and
customers
Successfully MANAGE EXPECTATIONS
Gain INTERNAL
ADOPTION6
Identify the primary
CX CHAMPION
Formally EDUCATE
Leadership
Host EDUCATION SESSIONS for working
teams and stakeholders…be inclusive
Document, Document, Document
Assemble your TEAM and Establish
CONTINUOUS COLLABORATION
Champion
CUSTOMER
INSIGHTS to Action
Identify and PRIORITIZE key
segments and
opportunities
COMMUNICATE and co-create
proposed strategy
Create a ‘TASK FORCE’
Develop a ‘Shared Vision’ of success
Communicate
RESULTS
Use the right
PRESENTATION
TOOLS
Help Your Data STAND OUT
Source: LeaPica.com
…and Prevent THIS
from Happening:
Source: LeaPica.com
• 60% of mobile visitors didn’t find what they
were looking for.
• “I find searching your site really frustrating.
All I wanted to do was download a form and I
couldn’t. Please make the site better for
customers!” (Score = 32)
Survey Feedback
Note: Not Actual Data Source: LeaPica.com
Note: Not Actual Data
Source: LeaPica.com
60% of Mobile Visitors
didn’t find what they needed !
“I find searching your
site really frustrating. All
I wanted to do was
download a form and I
couldn’t. Please make the
site better for
customers!” (Score = 32)Source: LeaPica.com
Final Thought…
YOUR BUT is
TOO BIG
1. Identify who your customers are
2. Actively Listen to your customers
3. Measure
4. Analyze Employee Engagement
5. Establish customer service standards
6. Gain internal adoption
7. Champion customer insights to action
Steps towards
OMNICHANNEL
SUCCESS
Dave Lewan, Vice President Public Sector and Canada
Thank you

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7 Steps towards Omnichannel CX Success