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Transforming Customer Engagement 
© Netcall 2014
Transforming Customer Engagement– 
How emerging channels are changing the way 
your tenants are engaging with you 
Richard Farrell 
18th November 2014 
© Netcall 2014
© Netcall 2013 
Today’s Agenda 
• Emerging Channels 
• Customer Perception 
• Transforming Engagement 
© Netcall 2014
© Netcall 2013 
Research Base Of 1,300 Conducted In September 2014 
© Netcall 2014
© Netcall 2013 
© Netcall 2014 
What is your preferred method of contacting an organisation? 
Email 
50% 
Web chat 
3% 
Use online web form on 
Phone 
29% 
website 
4% 
Face-to-face 
8% 
Letter 
3% 
None of the above 
1% 
Social media 
1% 
Other - please specify 
1%
© Netcall 2013 
Voice 
• Slow volume decline over many years 
• But call duration appears to be increasing 
• Just as many agents handling fewer, longer calls. 
© Netcall 2014
© Netcall 2013 
Email 
• Preferred method for half of UK population 
• But less than a fifth of inbound contact centre interactions 
• Service Level expectations increasing 
© Netcall 2014
© Netcall 2013 
37% 
© Netcall 2014 
33% 
27% 
24% 
22% 
6% 
1% 
40% 
35% 
30% 
25% 
20% 
15% 
10% 
5% 
0% 
Nothing would make 
me choose web chat 
over other methods 
It is easy when you 
are already on a 
website 
You thought you 
might get a faster 
response this way 
You tried calling and 
the queue was too 
long 
You could not find 
any contact number 
to telephone them 
Web chat is less 
personal and you 
prefer this 
engagement 
Other please 
specify 
What would make you choose web chat over other methods?
© Netcall 2013 
Web Chat 
• Some resistance 
50.00% 
45.00% 
40.00% 
35.00% 
30.00% 
25.00% 
20.00% 
15.00% 
10.00% 
5.00% 
© Netcall 2014 
22% 
Nothing would make me choose web chat over other methods 
19% 
31% 
36% 
45% 
0.00% 
16-24 25-34 35-44 45-54 55+
© Netcall 2013 
Web Chat 
• Perceived as easy to use by consumers 
60.00% 
50.00% 
40.00% 
30.00% 
20.00% 
10.00% 
© Netcall 2014 
50% 
It is easy when you are already on a website 
48% 
36% 
30% 29% 
0.00% 
16-24 25-34 35-44 45-54 55+
© Netcall 2013 
Web Chat Trends 
• Fast growth from low base 
• Perceived as easy to use 
• Increasing acceptance from consumers 
© Netcall 2014
© Netcall 2013 
© Netcall 2014 
How often is your query resolved on first contact? 
(Scale between 1 and 5 where 1= Never, 5 = Always) 
1 
5% 
2 
18% 
3 
39% 
4 
33% 
5 
5%
© Netcall 2013 
60.00% 
50.00% 
40.00% 
30.00% 
20.00% 
10.00% 
0.00% 
Phone Email Letter Face-to-face Use online web 
© Netcall 2014 
form on website 
Web chat I would attempt 
using the same 
method again 
Social media Other please 
specify 
If you cannot get resolution with your preferred method, what are the next 
methods you might use to escalate your query and gain resolution?
© Netcall 2013 
60.00% 
50.00% 
40.00% 
30.00% 
20.00% 
10.00% 
0.00% 
Talking to a person is 
the only way to get my 
problem resolved 
© Netcall 2014 
It is the quickest way to 
get my problem 
resolved 
I have a tracking log of 
written engagement that 
I don^t have when I talk 
to a person 
I prefer to write to a 
person or company 
rather than have to talk 
to a person 
Online I have access to 
other Q&A type 
resources which often 
answer my question 
Other - please specify 
Why would you choose these methods to escalate your enquiry?
© Netcall 2013 
60.00% 
50.00% 
40.00% 
30.00% 
20.00% 
10.00% 
© Netcall 2014 
50% 
43% 
39% 
20% 
11% 
8% 
6% 
2% 
0.00% 
Keep contacting 
the company 
through the same 
means until you 
receive a response 
that satisfies you 
Immediately 
escalate your 
enquiry or issue to 
someone more 
senior (e.g. a 
manager) 
Switch to a 
different method of 
making contact 
(e.g. web chat, 
social or write a 
letter) to seek 
resolution 
Tell friends and 
family 
Typically you don't 
make contact 
again and take 
your business 
elsewhere 
Post on social 
media 
I always receive a 
satisfactory 
response when I 
first make contact 
Other please 
specify 
What have you ever done when you don’t receive a satisfactory response when 
you first make contact?
© Netcall 2013 
First Contact Resolution 
• Only 5% state they always get first contact resolution 
• Voice is chosen as preferred escalation 
• 43% Immediately escalate to someone more senior 
© Netcall 2014
© Netcall 2013 
50.00% 
45.00% 
40.00% 
35.00% 
30.00% 
25.00% 
20.00% 
15.00% 
10.00% 
5.00% 
© Netcall 2014 
When you have used more than one method to make contact on a single 
topic or issue, which of the following best signifies your experience? 
44% 
15% 
9% 9% 
0.00% 
Each time I speak to the company, they don't 
really know who I am 
The company knows who I am, and the 
conversation starts where I last left off, but 
only if I use the same method of contact 
The company knows who I am, and the 
conversation starts where I last left off, 
irrespective of my method of making contact 
I have never used more than one method to 
make contact
© Netcall 2013 
70.00% 
60.00% 
50.00% 
40.00% 
30.00% 
20.00% 
10.00% 
© Netcall 2014 
58% 57% 
32% 
22% 
20% 
0.00% 
Having to repeat information Kept waiting Lack of agent knowledge to 
be able to really help you 
They appear to have 
incorrect or inconsistent 
information across their 
systems 
Increased talk or hold time 
while agent deals with 
multiple systems 
What are the top problems you commonly encounter when in 
dialogue/conversation with an advisor?
© Netcall 2013 
© Netcall 2014 
Why A Focus On Improving FCR Is Important 
Higher overall 
interaction 
volumes 
Repeated Contact 
with Organisation 
Greater 
customer 
effort 
Higher 
volume of 
agents 
required 
Poor 
customer 
experience 
Higher than 
necessary 
operational 
costs 
Reduced 
customer 
satisfaction 
Costs 
between 5% 
and 15% 
Costs 4 to 10 
times more to 
recruit new 
customers
© Netcall 2013 
© Netcall 2014 
Technology 
Joined up systems 
Agent empowerment 
Primary Factors 
Affecting FCR 
Need for a single 
view of tenant 
information 
Inefficiency caused 
by internal system 
complexity 
Rigid regimes where 
agents have no discretion 
Skilled agents have discretion 
to deliver a quality experience
© Netcall 2013 
Call avoidance 
© Netcall 2014 
Continuous Improvement – Step 1 
Analyse enquiry types 
Use self-service automation: IVR / Speech / Web Form 
‘Push’ information using email and SMS 
Use surveys to capture feedback 
Identify reasons for 
repeat calls 
Integrate key systems 
Agent empowerment 
Technology 
Joined up systems 
Agent empowerment
© Netcall 2013 
Call avoidance 
© Netcall 2014 
Assess differences between peak and average times 
Route tenants to agents with relevant skills 
Schedule appropriately trained agents to meet demand 
Implement an agent focused quality monitoring system 
Highlight areas of repeat data entry or system delay 
Identify reasons for 
repeat calls 
Integrate key systems 
Agent empowerment 
Continuous Improvement – Step 2 
Technology 
Joined up systems 
Agent empowerment
© Netcall 2013 
Call avoidance 
© Netcall 2014 
Audit processes between contact centre and back-office 
Integrate internal systems to speed-up information access 
Improve visibility of internal staff able to help resolve queries 
Encourage all departments to be available to support FCR 
Identify reasons for 
repeat calls 
Integrate key systems 
Agent empowerment 
Continuous Improvement – Step 3 
Technology 
Joined up systems 
Agent empowerment
© Netcall 2013 
Call avoidance 
© Netcall 2014 
Improve agent skills and knowledge 
Ensure targets motivate ‘once and done’ approach 
Train agents to pre-empt probable follow-up interactions 
Enable quick wins by setting discretionary boundaries 
Harness knowledge base technology 
Identify reasons for 
repeat calls 
Integrate key systems 
Agent empowerment 
Continuous Improvement – Step 4 
Technology 
Joined up systems 
Agent empowerment
© Netcall 2013 
Cairn Housing 
Challenge 
© Netcall 2014 
• Disparate Infrastructure – multiple locations and systems 
• Make operational savings 
• Create one single tenant record accessed from any device in any location 
• Deal with all tenant queries and resolve at first contact 
• Seen as leaders in service delivery in the housing market 
Solution 
• Multichannel approach – Voice, Email, Social Media and Web chat 
• Unified Agent Desktop 
• Queue Management – automated call backs 
• Mobile – information deployed in the field 
• Automated Surveys & Reminders
© Netcall 2013 
Conclusion 
• Voice predominates but text based channels showing fast 
growth 
• Email is here now and there’s a gap between consumer 
preference and interactions 
• Improve FCR to deliver improved experience and 
enhance productivity 
© Netcall 2014
© Netcall 2013 
© Netcall 2014 
Any Questions?
© Netcall 2013 
Contact Netcall 
Richard Farrell 
0330 333 6100 
richard.farrell@netcall.com 
www.netcall.com 
© Netcall 2014

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IT in Housing workshop

  • 2. Transforming Customer Engagement– How emerging channels are changing the way your tenants are engaging with you Richard Farrell 18th November 2014 © Netcall 2014
  • 3. © Netcall 2013 Today’s Agenda • Emerging Channels • Customer Perception • Transforming Engagement © Netcall 2014
  • 4. © Netcall 2013 Research Base Of 1,300 Conducted In September 2014 © Netcall 2014
  • 5. © Netcall 2013 © Netcall 2014 What is your preferred method of contacting an organisation? Email 50% Web chat 3% Use online web form on Phone 29% website 4% Face-to-face 8% Letter 3% None of the above 1% Social media 1% Other - please specify 1%
  • 6. © Netcall 2013 Voice • Slow volume decline over many years • But call duration appears to be increasing • Just as many agents handling fewer, longer calls. © Netcall 2014
  • 7. © Netcall 2013 Email • Preferred method for half of UK population • But less than a fifth of inbound contact centre interactions • Service Level expectations increasing © Netcall 2014
  • 8. © Netcall 2013 37% © Netcall 2014 33% 27% 24% 22% 6% 1% 40% 35% 30% 25% 20% 15% 10% 5% 0% Nothing would make me choose web chat over other methods It is easy when you are already on a website You thought you might get a faster response this way You tried calling and the queue was too long You could not find any contact number to telephone them Web chat is less personal and you prefer this engagement Other please specify What would make you choose web chat over other methods?
  • 9. © Netcall 2013 Web Chat • Some resistance 50.00% 45.00% 40.00% 35.00% 30.00% 25.00% 20.00% 15.00% 10.00% 5.00% © Netcall 2014 22% Nothing would make me choose web chat over other methods 19% 31% 36% 45% 0.00% 16-24 25-34 35-44 45-54 55+
  • 10. © Netcall 2013 Web Chat • Perceived as easy to use by consumers 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% © Netcall 2014 50% It is easy when you are already on a website 48% 36% 30% 29% 0.00% 16-24 25-34 35-44 45-54 55+
  • 11. © Netcall 2013 Web Chat Trends • Fast growth from low base • Perceived as easy to use • Increasing acceptance from consumers © Netcall 2014
  • 12. © Netcall 2013 © Netcall 2014 How often is your query resolved on first contact? (Scale between 1 and 5 where 1= Never, 5 = Always) 1 5% 2 18% 3 39% 4 33% 5 5%
  • 13. © Netcall 2013 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% Phone Email Letter Face-to-face Use online web © Netcall 2014 form on website Web chat I would attempt using the same method again Social media Other please specify If you cannot get resolution with your preferred method, what are the next methods you might use to escalate your query and gain resolution?
  • 14. © Netcall 2013 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% Talking to a person is the only way to get my problem resolved © Netcall 2014 It is the quickest way to get my problem resolved I have a tracking log of written engagement that I don^t have when I talk to a person I prefer to write to a person or company rather than have to talk to a person Online I have access to other Q&A type resources which often answer my question Other - please specify Why would you choose these methods to escalate your enquiry?
  • 15. © Netcall 2013 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% © Netcall 2014 50% 43% 39% 20% 11% 8% 6% 2% 0.00% Keep contacting the company through the same means until you receive a response that satisfies you Immediately escalate your enquiry or issue to someone more senior (e.g. a manager) Switch to a different method of making contact (e.g. web chat, social or write a letter) to seek resolution Tell friends and family Typically you don't make contact again and take your business elsewhere Post on social media I always receive a satisfactory response when I first make contact Other please specify What have you ever done when you don’t receive a satisfactory response when you first make contact?
  • 16. © Netcall 2013 First Contact Resolution • Only 5% state they always get first contact resolution • Voice is chosen as preferred escalation • 43% Immediately escalate to someone more senior © Netcall 2014
  • 17. © Netcall 2013 50.00% 45.00% 40.00% 35.00% 30.00% 25.00% 20.00% 15.00% 10.00% 5.00% © Netcall 2014 When you have used more than one method to make contact on a single topic or issue, which of the following best signifies your experience? 44% 15% 9% 9% 0.00% Each time I speak to the company, they don't really know who I am The company knows who I am, and the conversation starts where I last left off, but only if I use the same method of contact The company knows who I am, and the conversation starts where I last left off, irrespective of my method of making contact I have never used more than one method to make contact
  • 18. © Netcall 2013 70.00% 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% © Netcall 2014 58% 57% 32% 22% 20% 0.00% Having to repeat information Kept waiting Lack of agent knowledge to be able to really help you They appear to have incorrect or inconsistent information across their systems Increased talk or hold time while agent deals with multiple systems What are the top problems you commonly encounter when in dialogue/conversation with an advisor?
  • 19. © Netcall 2013 © Netcall 2014 Why A Focus On Improving FCR Is Important Higher overall interaction volumes Repeated Contact with Organisation Greater customer effort Higher volume of agents required Poor customer experience Higher than necessary operational costs Reduced customer satisfaction Costs between 5% and 15% Costs 4 to 10 times more to recruit new customers
  • 20. © Netcall 2013 © Netcall 2014 Technology Joined up systems Agent empowerment Primary Factors Affecting FCR Need for a single view of tenant information Inefficiency caused by internal system complexity Rigid regimes where agents have no discretion Skilled agents have discretion to deliver a quality experience
  • 21. © Netcall 2013 Call avoidance © Netcall 2014 Continuous Improvement – Step 1 Analyse enquiry types Use self-service automation: IVR / Speech / Web Form ‘Push’ information using email and SMS Use surveys to capture feedback Identify reasons for repeat calls Integrate key systems Agent empowerment Technology Joined up systems Agent empowerment
  • 22. © Netcall 2013 Call avoidance © Netcall 2014 Assess differences between peak and average times Route tenants to agents with relevant skills Schedule appropriately trained agents to meet demand Implement an agent focused quality monitoring system Highlight areas of repeat data entry or system delay Identify reasons for repeat calls Integrate key systems Agent empowerment Continuous Improvement – Step 2 Technology Joined up systems Agent empowerment
  • 23. © Netcall 2013 Call avoidance © Netcall 2014 Audit processes between contact centre and back-office Integrate internal systems to speed-up information access Improve visibility of internal staff able to help resolve queries Encourage all departments to be available to support FCR Identify reasons for repeat calls Integrate key systems Agent empowerment Continuous Improvement – Step 3 Technology Joined up systems Agent empowerment
  • 24. © Netcall 2013 Call avoidance © Netcall 2014 Improve agent skills and knowledge Ensure targets motivate ‘once and done’ approach Train agents to pre-empt probable follow-up interactions Enable quick wins by setting discretionary boundaries Harness knowledge base technology Identify reasons for repeat calls Integrate key systems Agent empowerment Continuous Improvement – Step 4 Technology Joined up systems Agent empowerment
  • 25. © Netcall 2013 Cairn Housing Challenge © Netcall 2014 • Disparate Infrastructure – multiple locations and systems • Make operational savings • Create one single tenant record accessed from any device in any location • Deal with all tenant queries and resolve at first contact • Seen as leaders in service delivery in the housing market Solution • Multichannel approach – Voice, Email, Social Media and Web chat • Unified Agent Desktop • Queue Management – automated call backs • Mobile – information deployed in the field • Automated Surveys & Reminders
  • 26. © Netcall 2013 Conclusion • Voice predominates but text based channels showing fast growth • Email is here now and there’s a gap between consumer preference and interactions • Improve FCR to deliver improved experience and enhance productivity © Netcall 2014
  • 27. © Netcall 2013 © Netcall 2014 Any Questions?
  • 28. © Netcall 2013 Contact Netcall Richard Farrell 0330 333 6100 richard.farrell@netcall.com www.netcall.com © Netcall 2014

Editor's Notes

  • #20: Improving the rate a which customers queries are resolved is critical to business efficiency. Consistently improving results will support overall business unit productivity. For example, a high level of repeat interactions, where customers have to engage more than once about the same query, represents a higher than necessary volume of contacts that require a higher staffing level, which increases operational costs. Solving a customers query on the first contact, makes it easy to for them to achieve their goals, reducing customer effort. Tracking, continually monitoring and analysing the reasons contacts fail and then implementing measures of continual improvement are essential to making it easy for your customers, increasing customer satisfaction while increasing productivity and business performance.
  • #21: A review of the past 7 years of industry best practice, show that two main drivers can work together to impact or support FCR these are Technology and Agent empowerment The journey to consistently improving FCR needs to harness technology to join-up systems and interdepartmental processes as well as empowering agents to more quickly and effectively answer and resolve any customer's query Agent empowerment - this includes removing conflicting targets, skills training together with providing appropriate levels of discretion. Setting targets that work together needs careful attention, when for example agents are asked to deliver shorter handling times, this will make it harder for agents to focus on understanding the real reason for the contact (sometimes called the root cause). The agent’s focus is then to answer and complete quickly, usually answering only the explicit requirement, leaving the customer to reconnect to seek further answers. Technology – this includes the time to gather information from other departments or internal systems and the time to process data within multiple applications used within the contact centre Progressive contact centre managers will work to continuously improve on both axes moving step by step connecting systems and empowering agents We offer four steps to assist this journey: Call avoidance Identifying reasons for repeat calls in order to reduce repeat contacts Integrate key systems Agent empowerment
  • #22: Sustainable continual improvement is only possible when the contact centre manager has a thorough understanding of the reasons why customer contact the organisation. Analysis should define the types and volumes of contacts made, with their level of complexity. Any high volume routine contacts should be immediately be considered for automation. Complex contacts need personalised attention. Research2 reveals customers are willing to utilise self-service options, in that 57% of calls to contact centres were from people who had already tried the organisation’s website before making the call. Using proactive automated outbound notifications to update customers on progress, or warn of any concerns, prevents unnecessary inbound contact. FCR is about repeat contact - and needs to understand the customer view. We would encourage the use of post interaction surveys, to capture customer feedback about how their enquiry was resolved. The survey results will provide areas for further improvement for agent empowerment or system integration … transition to next slide
  • #23: Armed with this knowledge the contact centre manager can deploy step-by-step improvements For example, using skills based routing customers contacts can be directed to the most appropriately skilled agent Analysing peak and average demand FCR will provide perspective on right agent, right place, right time. Using Workforce Management tools will schedule enable you to have a sufficient number of suitably trained agents to meet expected demand. Test the experience, and then tune the IVR or speech recognition menus and queue structures. This can play a big role in successfully steering customers towards the information they need. Most agents will try hard to do their best, assisting them to reflect on where they can make small improvements for optimal gain, is useful and motivational. All these cost effective options can be implemented quickly and will help to improve First Contact Resolution.
  • #24: Solving the need to enter data into multiple systems, or resolving the delays agents experience when they need information from external applications, is often more complex to solve as it is likely to require interdepartmental working. Auditing the data and processes required between the contact centre and other departments to resolve any customer query, provides a map of required elements. Quick wins may be realised from: Critically examining and then updating processes by removing any historic barriers or unnecessary steps Improving communication between agents and technical experts or field staff to provide quicker answers True benefits will however only be achieved when systems are integrated and the agent can act from a unified solution screen Many colleagues, in other departments, are unaware of the impact they can have on your productivity. Running internal awareness programmes and supportive metrics often delivers more than expected customer service improvements.
  • #25: The agent and the customer experience. Empowered agents resolve more contacts, improving customer satisfaction. After agents are on-boarded it is essential to continue updating their skills with appropriate training, so they are able to proactively engage and answer ‘the next question’. Use the data from your analysis in step two, highlight any particular areas or urgency in the training program. Critically consider where providing appropriate discretionary boundaries, such as the ability to waive a cancellation or contract fee, will support agents to retain and delight customers. Organisations that provide a searchable knowledge base of frequently asked questions report improved handling times and resolution results.