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Six top challenges of creating an omnichannel contact center and how to beat them! CUSTOMER EXPERIENCE TRANSFORMATION PLAN Genesys Solutions Professional Services Development Training Education Support Consulting


  1. Six top challenges of creating an omnichannel contact center… …and how to beat them!

  2. CUSTOMER EXPERIENCE TRANSFORMATION PLAN Genesys Solutions • Professional Services • Development • Training • Education • Support • Consulting teamadapt.com

  3. About me – 25+ years CC experience • Call center agent • Call center manager • IT support • Technical Sales • VP Solutions Marketing • SVP Marketing & Sales 3

  4. Your involvement is requested… teamadapt.com/participoll.com 4

  5. Today’s Contact Center

  6. “ While nothing can compare to the majesty of the human system, I often marvel at the complexity that is the modern day contact center.” Fiona Keough, CEO, Auscontact Association Dimension Data 2016 Global Contact Center Benchmarking Report, pg. 113 6

  7. It is complex! 1. Corporate/Organisational Strategy & Objectives 1. Telephony, UC & Conferencing 2. Customer Experience Strategy & Objectives Customer 2. Self-service (Voice, Web, Other) Touch Points 3. Mobile & Social-media Customer Journey & Journey-mappin 3. Customer Journey & Journey-mapping 4. Efficient Agent Desktop 4. Contact Centre Strategy (Alignment) Mobile & Social Media Multi-channel (Email, Chat, SMS, etc.) 5. Multi-channel (Email, Chat, SMS, etc.) Reporting & Knowledge-base 5. KPI’s & Tactical plans Aligned to Strategy & Objectives 6. Outbound (Manual & Dialler) 6. Contact Centre Operational Metrics & SLA’s 7. Reporting & Knowledge-base VoC / Customer Feedback / Sur 7. Organisational & Contact Centre Structure 8. Workforce Optimisation (WFO) Technology Strategy 8. Enterprise-wide Collaboration (FCR) 9. Analytics (Speech & Data) 9. Single-view of the Customer 10.Multi-media Recording & QA 10.Customer Satisfaction & Loyalty (NPS, CES, CSAT) 11.VoC / Customer Feedback Single-view of the Customer 11.VoC / Customer Feedback / Surveys 12.CTI & Integrations 12.Customer Information (Churn, Retention, Segmentation) 13.Telco Connectivity (WAN, LAN, MPLS, Internet) 13.Cloud Strategy (Private, Public, Hybrid) 14.Maintenance & Support (OEM & SLAs) Contact Center Ecosystem 15.Back-end Systems & Applications 1. Ongoing Training and Performance Support 2. WFM & Quality Monitoring and Assurance 1. Processes & Call-flow Design 3. Resource Planning (Forecasting & Scheduling) 2. Workforce Management (WFM) Process People Legal & Regulatory Compliance Customer Complaint Management Disaster Recovery & Business Continuity 4. Performance Measurement & Coaching 3. Quality Assurance (QA) 5. Employee Engagement, Satisfaction & Wellbeing 4. Customer Complaint Management Ongoing Training and Performance 6. Shifts (Shift-hours) 5. Errors and Rework WFM & Quality Monitoring and Assu 7. Staff Retention & Attrition / Turnover 6. Disaster Recovery & Business Continuity Remote / Home Agents 8. Staffing, Adherence, Occupancy, Utilisation 7. Legal & Regulatory Compliance 9. Remote / Home Agents 8. Customer Relationship Management (CRM) 10.Permanent vs. Temp Staff (Own vs. Outsourced staff) 9. Business Process Automation (BPA) 11.Contact Centre Structure

  8. …and then there’s Omnichannel.

  9. Omnichannel Defined “Omnichannel is ensuring a consistent, high quality customer experience regardless of how and where a customer chooses to interact with an organization, and no matter the purpose. It ensures that data and context from initial contact carries over to subsequent channels, reducing customer effort, improving the customer interaction, and enabling the business to tailor the customer journey.”

  10. Understanding Omnichannel 10 Source: Contact Center Pipeline Articles, “The multichannel contact center becomes “omnichannel.”

  11. Omnichannel holy grail • Engaged, loyal customers • Competitive advantage through integrated omnichannel interaction • Streamlined customer service • Improved business performance • Personalized interactions at every touchpoint

  12. Biggest Drivers for Omnichannel

  13. Customers are changing Consumers: ▪ Want to contact a business on the channel of choice ▪ Are molded by technology adoption ▪ Are increasingly digitally-savvy, always connected, mobile and socially-aware ▪ Prefer to research goods and services first, compare with peers before committing

  14. Companies still struggle with multichannel “I used to call people, then I got into e -mailing, then texting, and now I just ignore everyone.”

  15. Current and Future Integration of Contact Channels: North America, 2014 5% 17% 40% Don't know 49% Partially integrated Mostly integrated 50% Transitioning to Fully integrated 54% full integration 64% growth rate 33% Current, 2014 Future, 2016 Note: Values smaller than 5% are not shown numerically on the chart. Base: All respondents (n=305). Source: Frost & Sullivan

  16. Omnichannel integration – current & planned 16 2016 Global Contact Center Benchmarking Report

  17. Why the disparity?

  18. Lack of a clear definition Fully integrated voice, email, chat, fax, video, SMS, social, etc. • • ACD Routed CRM screen pop • • SLA’s individually defined Recorded • • Live monitored Single agent interface • • Reported WFM forecasted • • Coached Seamless transition • Identical knowledge base

  19. Poll - where are you with integrating all of your channels? A. Fully integrated B. Mostly integrated C. Partially integrated D. Don’t know 0 A B C D teamadapt.com/participoll.com

  20. What’s holding us back?

  21. Potential Restraints by Contact Center Size: North America Potential Restraints (Percent of Very or Somewhat): North America, 2014 Small Medium Large 48% 40% 36% 33% 32% 32% 32% 31% 31% 31% 30% 30% 29% 28% 25% 20% 20% 19% Budget/cost Lack of in-house Legacy contact center Customer willingness Organizational silos Not a strategic priority resources/expertise systems/technology to adopt new contact channels Source: Frost & Sullivan

  22. Poll - Which challenge is at the top of your list for deploying a multichannel contact center? A. Budget/Cost B. Lack of in-house resources/expertise C. Legacy contact center systems/technology D. Customer willingness to adopt new contact channels E. Organizational silos F. Not a strategic priority 0 A B C D E F teamadapt.com/participoll.com

  23. 1. BUDGET / COST

  24. Change the conversation 1. Make it happen in the cloud 2. Focus on effortless, not exceptional 3. Focus on CX NA

  25. 1. Cloud drives down costs Capex to Opex Predictable monthly costs Lower overhead Flexible growth / seasonality 25

  26. 2. Effortless not exceptional 26

  27. Delight doesn’t pay The Perception More Loyal The Reality Less Loyal Below Meets Exceeds Customer Customer Customer Expectations Expectations Expectations • “Delight” only happens 16% of the time • “Delight” increases operating costs 10 -20% Source: CEB analysis.

  28. 3. Focus on CX “What are the most important strategic performance measurements according to your board/executive team?” Source: Dimensions Data, 2015 Global Contact Centre Benchmarking Report

  29. Forrester’s CX Index 29

  30. Forrester’s CX Index 30

  31. Customer experience drives revenue growth 31

  32. 2. LACK OF IN-HOUSE RESOURCES/EXPERTISE

  33. Training and hiring is the key • Identify agents with the right skills • Train your agents how to handle other channels • Start slowly, monitor, adjust • Use canned responses to build consistency • Allow agents to earn the right to handle other chats • Hire agents with the right skills NA

  34. Hiring the right talent WEB CHAT EMAIL • • Agents highly focused Strong keyboard skills • • Strong keyboard skills Ability to multi-task • • Web-savvy Good writing skills • Service and sales oriented TEXT • SOCIAL MEDIA Strong keyboard skills • • Agents highly focused Ability to multi-task • • Strong keyboard skills VG communication skills • • Web-savvy Ability to provide: • – brief responses Focused on the customer – concise responses

  35. 3. LEGACY CONTACT CENTER SYSTEMS/TECHNOLOGY

  36. Common Technology Gaps • Obsolete, unsupported technology • Investment in CRM needed for seamless interactions • Need for defined multichannel strategies • IVRs cumbersome and poorly designed • Overly complex and ineffective call flow designs • Not utilizing technology to its fullest capacity • Too many systems to manage

  37. Contact center involvement tech decision 2016 Global Contact Center Benchmarking Report, pg. 126 37

  38. Out with the old, in with the new • Old, siloed systems lead to the inability to • Monitor, Report, Record, Report, Schedule • Provide a consistent agent experience • Provide a good user experience • Replace with new all-in-one technology • Blend in new technology NA • Insist on standards-based APIs • Look to the cloud

  39. 4. CUSTOMER WILLINGNESS TO ADOPT NEW CONTACT CHANNELS

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