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2022 wage strategies: How contact centers can face the Great Resignation

In the face of the Great Resignation, industries across every sector are faced with a harsh reality: give your employees a healthy and productive work environment or they will leave you. And the contact center industry is not exempt. 

With several outsourcing contact centers in 2021 reporting training class rates as low as 20% and above average stress levels, it’s no longer a question of how does the industry recruit quality employees, but how does it retain them?

Meeting employee needs and equipping them with the right tools with be critical in 2022. In order to foster and retain talent, here are 4 strategies that can used to create a healthier and more cost-effective contact center environment.

1. Put employee needs on top

The nature of work has changed, but human needs haven’t: technology alone isn’t going to retain your employees, a better and livable wage will.

Your associates are the front line of your business. They are your brand ambassadors who interact with your customers every day. They can make or break customer loyalty and influence revenues, costs, and overall corporate financial health.

If you treat employees as valuable assets with higher pay and a more supportive work environment, you will attract better quality associates, they will stay longer, and they will provide better service. In the long run they will cost you less than if you pay lower wages because they will stay longer and improve their skills over time.

The average wage for a U.S. contact center representative is $14.64 per hour, according to Indeed. In our experience, we have found that even slight increases above market averages will attract better candidates who will be more likely to stay, both in the U.S. and elsewhere. Associate tenure increases, which leads to a range of other performance and customer KPIs.

We see that investing up front in talent is the most efficient way to simultaneously improve your customer experience and your bottom line. Attrition is a profitability killer. If you can stem attrition, you can fund the pay increases easily.

2. Balance automation with humanity

In the years before the pandemic, analysts knew that the adoption of AI, machine learning, and automated interactions were rapidly on the rise, but little did we know how essential these innovations would be in the new-normal. In the summer of 2020, a Harris Poll indicated that 92 percent of business leaders agree that survival post-pandemic includes enabling digital channels and automation in the workplace.

We have reached the tipping point from automation as hype to business-as-usual. The need for rapid information on vaccinations, employment, and government mandates has skyrocketed the need for self-service and deflection to help manage volume surge.

Automation and customer self-service tools can ease the human burden for supporting repeatable, simple, transactional interactions. This will be incredibly important in the upcoming months as vaccine registration cites face overwhelming demands and overcrowding. Give your associates the tools they need for interactions that are complicated, highly valuable, and emotionally driven. The goal is to create “do no harm” automation policies and processes that free up human resources to focus on higher-value interactions. It can’t just be a cost savings decision.

3. Unlock insights with analytics

When margins are tight, the ability to gather insights about associates early on about their future potential is a critical asset. Double this by the fact that our now remote work environment has increased the talent pool to a global level.

From talent acquisition through the employee lifecycle, data-driven insights can fuel employee performance, satisfaction, and retention throughout the associate hiring, training, and development lifecycle. And having happy, knowledgeable, invested employees more easily translates into increased customer satisfaction. Both historical and predictive insight can enhance a company’s ability to create productive, engaged workers.

For example, in the recruitment phase, talent acquisition leaders can determine the most predictive pre-hire characteristics of future employees, based on common attributes of their most successful associates, such as education and high levels of empathy. In the training and development phases, employee or trainer performance metrics can be analyzed to find positive and negative outliers in performance during training and in live environments. The curriculum can be modified based on performance and on how effective the methods are in both training and the live environment.

And retention analysis can help companies focus on the rewards or recognition associates enjoy most (bonuses, days off, longer breaks, control over schedule); who is likely to attrite and when; and where there are training gaps that hinder upward employee mobility.

4. Eliminate waste from operations

Zeroing in on inefficiencies that slow down operations and cause friction in the customer experience can help companies identify areas that constrain to their long-term growth, scalability, and ultimately profitability. The good news for companies interested in improving their operations is that even small, incremental changes can make a big difference.

Call deflection strategies help eliminate “bad volume” by reducing redundant calls or pre-empting calls with proactive outreach before a customer needs to pick up the phone. Frequent caller activity analysis can identify common issues in products, services, or customer experiences that may be fixed to prevent future calls. Simple changes to associate scripts, website text, or app tools may reduce handle time and increase resolution rates. And operational assessments can look at the entirety of the customer interaction to see what can be streamlined.

Taking it a step further, customer journey orchestration programs design, implement, and manage all the steps a customer has with your company, in various channels. Deciding which of these touchpoints can be automated, which can be streamlined, and which can be eliminated will also reduce waste in effort and money.

In 2022 great EX is a priority 

Prior to the pandemic, most contact centers operated in the same factory approach they did 30 years ago, even as businesses all around them evolve to be more employee-centric.

In the face of the Great Resignation, the efficiency gained from automation, process improvements, and talent acquisition/retention must be re-invested to retain talent. There will always be a need for humanity in the customer experience space, and it begins with fostering humanity in the workplace. 

6 ways to renew (and stick to!) your CX vows

In 2020, brands discovered how empathy can drive profitability and win lifetime loyalty, even during trying times. Fast forward to 2022—successful brands who continue to grow, innovate, and advance in the digital space need to answer the question: Are we sticking to the human side of the experience? Are we keeping our CX vows to customers and employees? 

Your brand is your promise to your customers, it’s a pledge to deliver exceptional customer experience. And maintaining this vow demands action and self-awareness. 

Invest and act on great customer experience
Understanding the importance of building an organizational CX competency is a crucial first step, but without an executable strategy, organizations will continue to lag industry leaders. Renewing your CX vows begins with the basics. Here’s a refresher of 6 transformation roadmap steps to help deliver exceptional customer experiences and set your brand apart in the marketplace. 

Step #1: Understand your current CX state
Your brand needs to maintain and develop a deep understanding of your customers—their basic needs and unique expectations. Data is at the core of any customer experience strategy. Start with research and journey mapping to create a visual representation of the path your customers take when they engage with your brand. 

You can also use data collection to build a more nuanced understanding for the “why” behind your customer journey maps. Qualitative research methods—such as customer interviews, focus groups, and even ride-a-longs—can help collect insights directly from the customer. Meanwhile quantitative research methods—including surveys, website analytics and CRM data—can provide broader stroke insights that inform a deeper understanding of customer preferences and receive feedback on your current CX. Remember this step is about establishing a foundation on which you can build phased improvement. It will drive the action steps that come next. 

4 questions to ask during this step:

  • What paths do customers take when they interact with your brand before, during, and after purchase?
  • What pain points do they encounter during their journey?
  • What are the moments that really matter in their journey?
  • What customer experience strategies and channels do we currently have in place? How are they performing?

Step #2: Define your CX north star
Let’s start by understanding what a North Star is. When it comes to creating an exceptional customer experience, your North Star is the focal point or the central CX concept that should be supported by every strategic decision you make. It should embody your brand values and provide a shining example of what exceptional customer experiences should look like in your organization. 

Internally, the North Star should serve as the core goal and motivational vision you aim to deliver—from the contact center to your website and in-store or app experience. Externally, your North Star comes to life as your CX promise (vow) and poises your customers to recognize your brand.

3 questions to ask during this step:

  • What do you want to be known for?
  • How will your customer experience set you apart from the competition?
  • What activities must your employees execute to deliver on your North Star?

Step #3: Identify opportunities for improvement in the customer journey
Using the insights from step one, identify where critical pain points exist in your current customer journey. Some common sources of customer and experience friction include: Gaps in your internal data or limits to the insights you can gain from it, high frequency points of journey abandonment, and ill-equipped tools or outdated customer channels. 

If you’re having trouble delineating between positive and poor customer experiences, deep insights can be a powerful opportunity to lean on customer experience experts—if you haven’t already. With a broad understanding of what is possible and what is pipe dream, leading CX consultants can help your team identify quick win opportunities that will deliver substantial CX improvements.

3 questions to ask during this step: 

  • Where are you seeing the most abandonment during your customer journey? 
  • Where are existing tools letting your customer service agents down?
  • What capabilities do your competitors have that make their CX easier to navigate?

Step #4: Develop a digital transformation strategy
Now that your current capabilities and future goals have been collected, it’s time to act. In this step, you’ll want to build out the logistics, timeline, objectives, and metrics that will help your organization achieve CX success. 

Modern customer expectations call for true omnichannel customer experiences. That means enabling customers to move seamlessly between channels and digital properties as they continue along their unique customer journey. The trick to developing a successful transformation strategy is creating plans for both design and orchestration. One without the other can lead to even the most cutting-edge tools failing to work together, or worse, the deployment of the wrong CX tools and technologies all together. Lastly, don’t forget about the departments and teams that will need to buy-in on your strategy to bring it to life. 

3 questions to ask during this step:

  • What new technologies and processes need to be introduced to achieve your North Star vision?
  • What stakeholder buy-in will you need to execute your transformation strategy?
  • How will you gauge progress—and more importantly, transformation success?

Step #5: Orchestrate improved customer and employee experiences
Once your transformation strategy is defined and you have full buy-in across your organization, you can begin to implement the changes you’ve prepared for, starting with the first point on your roadmap. As you begin to orchestrate your improvements, keep coming back to your roadmap and the North Star that guides it. If you find you’ve forgotten anything, or you hit any friction points you hadn’t anticipated, look ahead on the roadmap and see if those issues might apply to later steps. Adjust as necessary, learning from the process as you engage with it.

3 questions to ask during this step:

  • What capabilities, technologies, and channels are needed to deliver seamless customer experiences?
  • Where are you hitting transformation roadblocks? What additional expertise and capabilities do you need to overcome these challenges?
  • Who will be in charge as the “point” person between your transformation strategy and your technology partners?

Step #6: Measure your success with customer-focused metrics
This final step is more like the beginning of your long-term CX strategy. Yes, tracking metrics will help to prove ROI to key stakeholders throughout your organization, but it will also likely reveal additional aspects of your CX transformation strategy that require adjustments. 

There are many ways to begin measuring your CX program. For example, starting with the right feedback mechanisms can give you first-hand insights from customers about the new channels and capabilities available to them. Consider adding Voice of Customer (VoC)analytics, interviews, and polls to your arsenal of feedback tools. Further down the measurement food chain, it’s also important to measure deeper metrics like customer retention, brand loyalty, revenue growth—and from a workflow perspective, productivity, efficiency, and customer response times. Strategies that deliver memorable, personalized customer experiences should help drive growth in all these categories. 

3 questions to ask during this step:

  • What metrics will you use to benchmark and improve the customer experience?
  • How can data be used to iterate and adjust your customer experience over time?
  • How will you report on successes and ongoing challenges?

When used as a continuous improvement cycle, this six-step roadmap can help maintain CX competitive differentiation over time—strengthening your brand reputation and bolstering customer loyalty. 

Who wins with great CX?
The short answer to this question is: everyone, just as everyone is responsible to help foster great CX during each customer interaction. The effects of customer loyalty and satisfaction can be found across the organization, including: 

  • Customers: Higher satisfaction and better overall experiences
  • Associates: More fulfillment, employee engagement, and workplace happiness
  • Marketing: Insights into customers to better personalize marketing campaigns
  • Sales: Close more deals based on strong customer use cases
  • Account Representatives: Increased customer retention and customer acquisition
  • Human Resources: Easier recruiting and higher employee retention due to better employee experience

The more efficient and seamless your customer experience is, the easier it is for your employees to do their jobs, and to do them well. The right tools help your employees provide an exceptional experience for your customers, while simultaneously making their work easier and more successful.

Renewing your CX vows makes everyone happier, and boosts revenue while also saving on costs.

To learn more about the value of CX, explore the ebook The Big Book of Customer Experience, from avtex, a TTEC digital company.

2021 Black Friday guide: 5 CX strategies for retailers this holiday season

Black Friday (plus Cyber Monday and the many weeks before and after) will be different this holiday season. Retailers will face customers supercharged by digital centricity who are fighting product shortages, higher prices, busy schedules, and holiday craziness.

And this isn’t to say traditional brick-and-mortar shopping is dead, but brands need to be aware how to deliver a great hybrid experience of digital, physical, and everything in between. This is critical in the customer service space, where the nuance between bad and good experiences will determine whether customers return.

To prepare for another round of deals, delays, and determination here are 5 key strategies retail customer service can employ to win 2021’s Black Friday.

Strategy #1: Deploy flexible WFH staff for the holiday rush

New products, data breaches, recalls, and inclement weather are just a few examples of the good, bad, and ugly of Black Friday shopping. Along with the unpredictability of the season comes support volume surges that will test a retailer’s resources. With post-pandemic online shopping increasing and deals starting earlier and running longer, consistent quality and service levels are essential to keep operations running smoothly.

The pandemic proved that work-from-home (WFH) customer support is effective, nimble, secure, and won’t break the bank. The flexibility of service capabilities brought on by remote work enables retailers to readily deploy extra staff when needed. When volume surges or the unexpected happens, organizations can pivot and scale support capacity quickly to meet customer needs across channels.

Remote work also lets retailers dip into a wide talent pool of highly developed and highly skilled workforce that understands your brand message and values, helping to improve loyalty while meeting fluctuating demands.

Strategy #2: Support from the cloud for an optimal shopping experience

If a shopper reaches customer service during the rush of Black Friday, there is a heightened chance of delivering a poor experience. Legacy systems are often overwhelmed and there’s no integration among disparate channels.

Migrating to cloud contact center services enables your organization to holistically interact with customers in the channels they prefer while optimizing technology, processes, and people.

A cloud contact center system is perfect for omnichannel interactions that are the lifeblood of direct-to-consumer, subscription, and many brick-and-mortar retailers by supporting a single view of the customer. Organizations can provide a seamless customer experience within and across channels, including voice, email, chat, messaging, SMS, co-browse, and social.

Cloud solutions can also offer real-time knowledge management to provide more relevant and consistent answers that are desperately needed during the holidays. And of course, the cloud’s ability to react with speed and agility based on fluctuating volume will be key this holiday season.

Strategy #3: Combine automation & empathy

Black Friday shopping is stressful. Customers need information about products, store hours, return policies, and more, often with a tight holiday deadline and long shopping list. Associates must answer these simple but time-consuming inquiries in addition to handling more high-tier conversations around delayed orders and unsatisfied experiences. Deploying intelligent automation capabilities can free employees up for more nuanced interactions that impact brand loyalty and customer happiness.

Intelligent automation solutions will allow your workforce to improve CX and drive bottom-line results, reduce average turnaround time, complete processes and requests, eliminate human error, and help employees focus on higher quality customer interactions that require a human level of understanding and communication.

Eliminate the most time-consuming and repetitive manual tasks during the holiday season with Robotic Process Automation (RPA) and Robotic Desktop Automation (RDA) capabilities. Implementing RPA software “bots” across any application with minimal disruption to the organization can help retailers save time and money, while improving customer relationships.

Strategy #4: Win the last mile with frictionless delivery

Customers want to be updated about availability and delivery dates at every point of the journey. Direct-to-consumer, subscription, and digital brick-and-mortars that can quickly reassure customers that gifts will arrive on time will, or effectively communicate changes, help them relax and enjoy the season. This is even more important this season, when we’re dealing with major supply chain issues across product categories.

Shoppers expect proactive communication from one channel to the next without being reminded who they are and what they bought. It needs to be one journey, connected across every channel from beginning to end.

Deploy asynchronous messaging to deliver real-time, personalized communications with built-in scalability, allowing customer service to more than double the number of interactions they can handle concurrently on preferred channels. This is critical for agents to keep up with product deliveries and delays that affect thousands of customers at-once during critical hours. 

Strategy #5: Connect the entire journey through data analytics

Retailers can’t create seamless experiences without first knowing the level of effort that goes into each interaction. Understanding where and why different customers interact with your brand allows you to orchestrate better journeys to deliver proactive and personalized experiences and anticipate demands, to drive customer loyalty during busy shopping seasons. 

Pay attention to customer feedback, sentiment, and engagement from start to finish and beyond. Convert data into insight by deploying technologies like voice of the customer and speech analytics that evaluate the customer journey at multiple touchpoints. 

Speech analytics is particularly powerful because of its ability to analyze daily interactions and pain points for the customer. These insights gathered can help enhance customer journeys and further develop associates’ ability to create meaningful moments that matter for customers when good and bad experiences arrive.

Deliver meaningful experiences this holiday season

Black Friday’s fast pace and digital focus can make it unforgiving at times. That is why it matters more than ever to deliver empathetic and efficient customer service. Retail brands who provide meaningful experiences backed by people and technology will come out as the real winners this holiday season.

Read our special report, 5 key strategies for retailers this holiday season, to learn more.

Cold transfer vs. warm transfer: when’s the right time to use them?

It’s a common part of many contact center calls: the transfer. But while frequently used, transfers can be loaded with pitfalls. They have the potential to frustrate callers and associates alike – callers don’t like spending extra time on a call or, worse yet, having to repeat themselves; and associates worry about transfers’ effects on average hold times and customer satisfaction.

But transfers don’t have to be negative experiences. When done well, they get callers to the associates who can help them quickly, resulting in a win-win of better experiences for both customers and employees.

To master transfers, it’s important to know the difference between a cold transfer vs. warm transfer, and when to use which one.

In a cold transfer, the person (or automated system) answering a call transfers the caller to an associate without speaking to that associate first. A warm transfer, by contrast, provides context. During a warm transfer, the receptionist speaks to the associate who will be receiving the transfer. This way, the associate has information about the caller and the situation prior to taking the call.

The benefits of a warm transfer

Warm transfers, also known as attended transfers, tend to offer a better customer experience. Unlike a cold transfer, when a caller may have to repeat himself multiple times to various associates, an associate receiving a warm transfer already has knowledge of the caller’s needs and is better prepared to help.

Another customer care benefit of warm transfers is they ensure callers won’t be sent to an incorrect extension or an extension where no one answers.

Warm transfers also benefit associates. They’re better equipped to do their job well when they have some information about calls in advance, leading to faster and more frequent resolutions.

Certain situations always warrant a warm transfer, such as escalation calls, emotional calls, and those pertaining to sensitive subject matter, said Tracy Shearer, operations principal analyst at TTEC. Certain types of organizations, such as health care businesses, often opt to make warm transfers their standard operating procedure, she said.

Always use a warm transfer when it’s an emotional call, Shearer advised. When a caller is upset, a cold transfer will only lead to a worse experience. Also use a warm transfer when dealing with a caller who has already had to call the contact center multiple times about the same issue.

“Be human and take the time,” Shearer said of such calls. “Don’t worry about your AHT (average handle time). Be human and make an exception for that.”

If an emotional caller must be transferred, the associate should empathize with the caller – and make sure the associate receiving the transfer will be able to help.

A warm transfer also is the best way to move a customer from an online chat channel to the contact center, Shearer said. Since that customer has already waited to be serviced and explained the issue in a chat, a warm transfer – such as an associate scheduling a time to call the customer – makes sense and helps enable a seamless cross-channel experience.

Times for a cold transfer

In the cold transfer vs. warm transfer debate, there are many times when a warm transfer is better – but there are times when a cold transfer, also known as a blind transfer, is the best option.

Cold transfers can be particularly useful during an “all hands on deck” situation, said Shearer. When a contact center is facing a surge and associates are trying to service all the customers by a certain deadline, a cold transfer is the quickest way to get them to someone who can help them.

A cold transfer can also be the best approach for receptionists or associates who receive calls that are completely out their wheelhouse, such as a caller who called the wrong department, Shearer said. When that happens, tell callers they are being transferred to someone who can help.

The key to a successful cold transfer is to communicate clearly with the caller, said Tia McDougal, operations manager at TTEC. Always take time early in the call to give the caller a call-back number, in case they get disconnected or have trouble with the transfer.

Also, if callers are going to be cold transferred, McDougal recommends directing them to self-service options if any are available. In many cases, callers would prefer self-service over speaking with an associate, she added.

Don’t let transfers hinder CX

To make transfers as seamless as possible, communication is key.

“Make sure that your systems are integrated,” said Shearer. Any associate receiving a transfer should have all the information needed to help the customer. Nothing will frustrate a customer more than having to repeat the reason for the call more than once.

It’s also important to have clear, consistent policies that outline when associates should use a warm transfer vs. a cold transfer, said McDougal. Having such guidelines will empower associates to make the right decision and ensure all callers have similar experiences.

Finally, brands shouldn’t let their desire for lower AHT weigh too heavily on their judgment around transfers.

“You’re trying to get those calls handled as expeditiously as possible,” said Shearer, and cold transfers can be tempting because they seem like a quicker fix in the short term. But companies that invest the time into warm transfers often reap the longer-term benefits of higher Net Promoter Scores (NPS) and better customer satisfaction (CSAT) ratings, she said.

A lower AHT is always the goal, McDougal acknowledged, and it can be a balancing act – but there are trade-offs and benefits to taking a little extra time on the calls that warrant it.

“Don’t worry about those one-offs that you have when you have to take more time,” advised McDougal. “It will balance out.”

Ecommerce vs. brick-and-mortar: Unlocking retail success in 2022

Retail is never set in stone. Success in the industry, be it ecommerce or brick-and-mortar, relies understanding customers’ core values and connecting with the right technology.

Explore how physical and digital spaces can unlock amazing customer experiences (CX) in 2022.

The state of brick-and-mortar

Brick-and-mortar, physical retail locations, rely on being interactive spaces. Customers feel the product and build relationships with the brand.

These attractions took a hit in the pandemic. In the wake of several factors not limited to COVID-19, including the rise of ecommerce, research from UBS predicts that around 80,000 retail stores may shut down permanently by 2026.

Customers still want in-person experiences; nearly half of respondents in a recent survey by Raydiant prefer physical experiences when given the choice. But the recent CX landscape has shown that customers desire quick and easy customer service on multiple channels for research, availability, and general information.

It’s a juggling act that many retailers want, and need, to balance.

Brick-and-mortar success in 2022

Digital transformation is here to stay but it doesn’t mean physical experiences are leaving. Acquiring and retaining customers relies on a physical retailer’s ability to merge the two together effectively. In 2019, we wrote that success in the traditional retail environment rested on three values (and despite the pandemic it hasn’t changed):

  1. Accessibility through technology: Using conversational messaging creates personal and informative two-way conversations between employees and customers to answer a wide-range of question on the go, anytime, anywhere.
  2. Educating and building awareness: The pandemic has touched every aspect of life, and everyone has a story to tell. Brands who understand their audience and explain how their products bring in a human value can beat a competitor’s price and location.
  3. Interactive moments: Experiential retail can be successful without a person ever buying a product. If consumers walk away with positive memories, they will be likely to recommend or share the experience with others.

A successful brick-and-mortar retailer understands the need to provide relevant and impactful experiences into their everyday interactions, through technology, people, or both.

The state of ecommerce

Ecommerce, or online retail transactions, lives on digital channels. In ecommerce, traditional retail, subscription services, and hybrid models have moved beyond the storefront to serve customers on a growing omnichannel environment.

And ecommerce has thrived in the pandemic. Online spending accounted for nearly 20 percent of all retail sales in 2020, amidst a total of $791.70 billion spent online with U.S. merchants, according to Digital Commerce 360.

Digital retail is an attractive option for customers on the go, at-home, and everywhere in-between. But the ease of online shopping has also made it easier to switch brand loyalties at a whim. Ecommerce brands are constantly competing in a competitive landscape where the next best deal is only a click away.

Retail success in 2022

A successful omnichannel retail strategy needs to be a seamless, meaningful, experiential. Customers crave the ease and effectiveness that tools such as messaging and AI bring, but technology introduced only because it is flashy is ineffective. Following these three steps can help create an effective balance:

  1. Be nimble: Use data analytics to spot business trends and react swiftly to reputation issues, assortment opportunities, and supply chain activities.
  2. Humanity + technology: Automation can provide customer self-service and alleviate processes that eat up time with virtual assistants that focus on the simple interactions so associates can focus on the problems that demand empathy.
  3. Eliminate effort: Connect all systems into one integrated platform that allows associates to provide seamless service, whether your customer is looking for product specifications, preparing for a store visit, or needs to address concerns.

In retail, less effort equals more happy. Simplifying the customer journey in retail creates effortless experiences. When serving customers, create experiences that leave a positive impression of your brand through technology and people.

Remain agile in the face of change

Success for every retailer will look different in 2022, but almost all of them rely on one trait to get to there: Agility.

CX innovator and speaker Don Peppers best put it as, “One lesson that businesses have learned from all the frenetic activity undertaken during the first year of the pandemic is that ‘agile’ management principles are no longer just for software vendors and startups. Agility is quickly and gratefully embraced by any organization wishing to survive a dramatic, unforeseen existential threat, and the results have been remarkable.”

Physical or digital, retailers who want to succeed and win the loyalty of their customers need to remain nimble and ready for change. Your customers are constantly evolving, and so should you.

To learn more

5 retail strategies that are here to stay: Explore retail strategies that are defining the industry and unlocking success on all fronts.

COVID: Opportunity Within Crisis: Find bright spots from the past year that will influence better CX in the future.

5 key strategies for retailers this holiday season: Discover 5 customer experience strategies needed for retailers to succeed with customers and improve the bottom line this holiday season.

Send a Clear Message to Customers: Messaging trends for a connected customer future.

Digital Training Transformation Sets Retailer up for CX Success: TTEC redesigned a retailer’s training curriculum, enabling the client to train new agents, upskill current agents, provide refresher training, and remain resilient.

Get the conversation right: Chatbot vs. messaging

Customers want to reach brands on their own terms, whenever, wherever. Chatbot and messaging capabilities are the essential tools needed to provide this 24/7, personalized customer service. But these two platforms aren’t interchangeable.

Chatbots and messaging each serve a vital role in the overall customer journey, and contact centers need to know when is the right moment to deploy an automated or human response. Let’s explore their differences to find the right fit for customer needs.

What’s a chatbot?

chatbot is automated software that simulates a chat conversation with a user in natural language through messaging applications, websites, mobile apps, or through the telephone. Chatbots are primarily text-based and scripted to answer specific questions.

In most cases it’s an artificially intelligent virtual agent that greets users in the corner of the screen with the option to continue the conversation with the AI or transfer to an agent. Chatbots perform an important role in the omnichannel ecosystem, but chatbot platforms often keep the customer glued to one channel. They are typically a web-based option that occurs in a pop-up screen where both parties must be logged in to continue the conversation.

Chatbot CX wins

Chatbots resolve simple tasks faster and eliminate the manual associate responsibility to resolve issues by directing customers to self-service right from the start. Self-service is powered by intelligent automation capabilities that deliver seamless support, with skills-based routing to contact center associates only when needed.

For your contact center operations, this can be beneficial by deflecting lower value Tier 0 and Tier 1 interactions, while also delivering 24/7 customer support at scale. At the same time, the faster resolution times chatbots can accomplish for simple tasks, such as resetting a password, can help improve overall contact center KPIs such as average handle time and customer satisfaction ratings.

What is messaging?

Messaging is a text-based, two-way conversation between a customer and a live associate that usually occurs on a mobile device or platform like Facebook Messenger, WhatsApp, SMS text messaging, or within an app. Messaging is asynchronous, meaning users don’t need to stay in a session to send or receive messages.

Messaging takes the idea of web chat, simplifies it, and moves it to where consumers already spend their time – on their smart devices.

Messaging CX wins

Messaging is an excellent channel for real time consumer conversations on smart devices, which work best when it’s quick, authentic, and personal. When an issue is stressful, such as a lost order, consumers want to contact a live person who can provide empathy, navigate complexities better than a bot, and resolve their problem.

Asynchronous communication across platforms like Facebook Messenger, WhatsApp, and SMS text messaging allow for flexible and effective conversations for customers on various devices, whether on the go or at-home. Messaging provides features and services throughout the customer life cycle from the acquisition phase of discovering and exploring to the retention and support phase.

Find the right mix of technology and humanity

Technology should never be introduced for technology’s sake, and neither should a human be introduced to a problem that can be solved in mere seconds with a bot. Effective contact centers understand the right moments to introduce chatbot or messaging capabilities into a conversation to meet customer expectations every time.

Learn more about messaging and chatbots today

The ultimate business case for messaging: Read this white paper to learn why messaging is an essential channel and next steps on how to add and optimize it in your company’s contact centers.

Guide to effortless omnichannel experiences: This guide walks through 4 key strategies to hit the right notes for effortless omnichannel CX throughout the customer journey.

Customer Assist bot to the rescue: Learn how basic inquiries handled by associates were reduced through deployment of AI-powered Customer Assist, freeing up time to focus on more complex interactions.

A humanized approach to automation yields positive results: Discover essential robotic automation applications your organization needs to deploy to create effortless employee and customer experiences.

6 proven ways to win with messaging: Discover and explore why your customers want to message you, the best ways to implement the evolving channel, and 6 key steps to achieve CSAT success.

3 ways to turn first-time electric vehicle owners into loyal customers

Instead of gasoline-guzzling vehicles, more consumers are driving electric vehicles (EVs) off the dealership lot than ever before. EV sales are growing at a rapid clip as consumer interest in sustainable products and air quality increase and automotive manufacturers deliver a wider range of EVs at different price points. In addition to zero tailpipe emissions, EVs offer more efficiency than traditional vehicles, lower energy costs, and require less maintenance.

Driving an EV is one thing—but the purchase and ownership experiences are another. Many consumers need help navigating the different electric makes, models, and vehicle types, not to mention learning how to charge the vehicle. The current customer journey is complex with many different parties involved and has multiple handoffs, points of friction, and potential points of failure.

This is a prime opportunity for car manufacturers and other automotive players to improve the EV customer journey and build strong customer relationships. The companies that are proactive in delivering an excellent customer experience during and after the purchase process will have the advantage as EV adoption grows. Here are 3 ways to help potential owners get comfortable with EVs as a viable long-term option.  

EVs are hitting the road
Annual global EV sales reached 3 million in 2020—a more than 40% year-over-year increase—with 46% of fiscal-year sales coming from Europe, 39% from China, and 12%  from North America, according to the World Economic Forum. Favorable government policies and growing consumer concerns about climate change were the primary drivers. Complementary markets such as the charging market are also experiencing rapid growth. The UK’s EV charging market is expected to grow by 29% year-over-year through 2030 according to Delta-EE, an energy market research consultancy.

While consumers are quickly warming up to the idea of driving an EV, there’s a learning curve to setting up the right environment for owning and maintaining one. Common steps include getting a home charging station installed, locating local charging stations, and troubleshooting potential issues, such as a defective battery.

Drivers will expect customer support specialists to provide the advice they need to solve their problem quickly and concisely. Not having the tools or processes to provide the right support is frustrating and could undermine the auto brand and profitability. This is where auto companies have an opportunity to be the hero in delivering a seamless omnichannel, end-to-end experience across the full customer lifecycle.

1. Make the post-sales experience effortless
Most companies understand the importance of providing ample assistance during the pre-sales and sales stages. Where OEMs and others stumble is not delivering an equally effortless post-sales experience. This is a lost opportunity, especially when many EV car owners are requesting assistance.

We see more complex EV post-sales calls into the contact center among our clients compared to calls about traditional internal combustion engine (ICE) vehicles. EV calls are largely about cost of ownership, batteries and charging (installation and maintenance of home charging points), and vehicle range queries.

What’s more, EV post-sales calls take 2.2 times longer on average than their ICE counterparts. For EV we are seeing charging/connected inquiries at 900 seconds versus 400 seconds for an ICE vehicle. This perhaps is not surprising, as most auto manufacturers will expect to receive calls not just about their car but about troubleshooting problems with charging infrastructure, for example. What is notable is that the percentage of EV calls containing negative sentiment is 50% lower than ICE calls. This means that EV drivers are not necessarily calling with a complaint; many are looking for a trusted advisor—a prime opportunity for OEMs and dealers to earn customer trust and goodwill.

Simplifying the post-purchase customer journey by reducing effort, such as by making it easy for customers to receive prompt support at their convenience, is key to providing an exceptional experience. Also, by building partnerships with energy and charging point providers, OEMs can provide customers with convenient access to a broad network of maintenance options while serving as the central contact for managing any issues they experience. Helping EV drivers solve problems and issues as easily as possible will be critical in building loyalty and advocacy among current and future drivers.

2. Ensure customer support teams have the right training and knowledge
Knowledgeable and empowered associates are integral to delivering superior customer support. In the relatively new EV market, drivers will be contacting customer service agents for assistance with a wide range of issues, from troubleshooting problems with charging infrastructure to determining the car’s range and more.

The relationship between human associates and technology has never been more critical. Customers will expect a seamless experience across the different channels that they utilize for support, including phone, chat, messaging, and sometimes the vehicles themselves. Data integration and an omnichannel strategy are key to ensuring that when customers interact with the auto company via multiple channels such as a messaging app, email, and phone, the associate (or bot) can quickly identify the issue and provide the right solution.

Having systems in place that automatically collect data from both vehicles and customers (for example a bot could ask a caller preliminary questions) will also save time and increase productivity. This way, associates can run diagnostics and provide specific advice to customers efficiently and effectively.

A robust knowledgebase and training are also essential to delivering smooth support. Comprehensive training combined with a knowledgebase that is regularly updated are necessary to ensure associates stay abreast of new developments in the rapidly growing range of technologies involved in EVs.

3. Proactively educate and allay customer concerns
EVs offer a host of new customer touchpoints from the pre-sales to post-sales journey. Delivering valuable information and proactive support at those touchpoints is a smart way to build strong customer relationships.

For most consumers, this will be their first EV. Act as an advisor by providing info sheets on what to know about the car’s battery and charging equipment, as well as what to do if a problem arises. Providing an overview of the vehicle and customer analytics, along with decision-making tools that proactively maximize vehicle uptime (i.e. help the car run longer) also reassure customers that they’re not alone once they drive the car off the lot. Explain how utilizing data to identify issues as quickly as possible and proactively solve the problem will also reduce customer effort and impact.

Allaying customer concerns and equipping them with the right tools and contact points delivers a more positive overall conversation for EV customers as they navigate a new environment. Proactively educating customers about EV ownership could also help reduce the complexity and duration of calls as consumers become more knowledgeable.

Own the EV road  
EVs represent a new chance for auto manufacturers, dealerships, and other automotive players to build relationships with drivers, but there isn’t much time. Companies need to move fast to deliver standout experiences that turn customers into brand advocates before their competitors do. Reducing customer effort via omnichannel support and knowledgeable associates from the pre-sales stage through post-sales creates a differentiated experience that drives loyalty—today and in the future.

Align sales and marketing to gain customers, drive growth

Marketing and sales teams have traditionally had two separate objectives in most organizations: the marketing team works to get leads and fill the top of the funnel, while the sales team focuses on the bottom of the funnel and closing those leads.

But these days, the old way of doing business doesn’t cut it. Customers are savvier, in more of a hurry, and increasingly want their interactions to be omnichannel. To deliver great sales experiences, contact center associates need to have the right information at their fingertips at the right time, and they must know how to use it quickly.

Against this backdrop, the traditional method of keeping sales and marketing teams siloed isn’t just inefficient – it’s fundamentally flawed, said TTEC Chief Marketing Officer Nick Cerise.

Cerise and Jeff Far, TTEC’s group vice president of customer growth services, recently led a webinar where they discussed trends and emerging opportunities to gain traction in a post-pandemic market.

The key, said Cerise, is to integrate sales and marketing into one fully aligned, unified team with shared goals.

“Now, all of a sudden, these roles must converge,” he said. “It really does require brands to rethink all aspects…rethinking your people, rethinking your process, and rethinking your technology – and how they all align across the entire organization.”

The right people matter

To truly align marketing and sales teams, team leaders must be committed to – and see the value in – working together, said Farr. It all begins with leadership.

It’s helpful to have people who sit at the intersection of what would typically be sales and marketing – but who aren’t part of either team – and to task them with focusing entirely on continuous improvement, Farr said.

At TTEC, those people are strategic marketing managers (SMMs), or data scientists. Unbeholden to sales or marketing, they focus on aligning the funnel top to bottom, Farr said. They gather associate metrics, coach on best practices, and use historical data to create targets. They listen to calls and comb through data to glean what’s working and what’s not. They report what they learn to leadership and associates, informing future trainings and strategies.

Lead prioritization is another people-based way brands can boost sales. Consider regularly ranking associates based on their performance and giving the highest-quality leads to the best performers.

Continually examine processes

“Sometimes there are elements of the CX process that are just better to partner with a provider on,” Cerise said. But companies that want to do it on their own should begin by assessing what’s working and what’s not.

Contact center automation can improve productivity, customer experience and employee engagement – not to mention bottom lines – by making it easier for associates to do their jobs well. Often, associates spend too much time on process that would be better spent on selling.

When so many different applications are needed, the process usually involves a lot of cutting and pasting, such as copying information from a CRM into a fulfillment engine. Through robotic desktop automation, “process genies” can be embedded on associates’ desktops to find out where mundane and repetitive tasks are slowing down the sales process – and identify how automating those tasks can save time, money, and headaches.

“Often times, it’s not something that a company will even look at or think about, but when we see the data they have one of these ‘Aha’ moments,” Cerise said. “It’s critical, and it’s something we love to do with clients just to sort of open their eyes.”

Data can provide powerful insights when it comes to assessing processes, Farr said. One TTEC client, for instance, had a longstanding five-call sales model but data showed that conversions rarely happened on the fourth or fifth calls. Based on that data, the company changed its model to three sales calls, worked on improving those three interactions, and saw better success rates.

Processes should make selling easier, not harder. They should create the ideal cadence for the sales journey – the optimal number of attempts, the length of time a sales call lasts, the best number of days between attempts, and other factors. Use data along the way to inform all these decisions.

Make the most of technology

It’s one thing to invest in great technology; it’s another to use it to its full potential. Sometimes, well-meaning companies fail to fully capitalize on a technology’s capabilities because it isn’t integrated into the CRM or marketing automation platform.

When choosing what tech to embrace, Cerise said, start with the data.

“If you don’t have a fully integrated and aligned view of your customer personas, of that target addressable market, and an aligned scoring methodology, you’re kind of set up for failure. This is a must,” he said.

These days, it’s also essential to choose technology that lets work-from-home associates access all the sales engagement platforms and get answers to their questions remotely whenever they need to.

“Let sellers sell and find sales administrators to help work the administrative and support functions, whether that’s digital or a human workforce,” he said.

Artificial intelligence can also play a key role. RealPlay, TTEC’s award-wining AI-enabled contact center training service, improves associate performance through video role playing. The program listens to calls and interactions in real time, scores and gives personalized feedback, and offers strategies for improvement.

Fully aligning sales and marketing can bring many benefits to a brand – to customers, employees, and balance sheets alike. But it’s an ongoing process and there’s always room for improvement and innovation.

“Never be satisfied,” Cerise said. “Always be optimizing.”

Watch the full TTEC and Marketing Dive webinar, “Top Growth Strategies to Gain Customers Now.”

Outsourcing vs. managed services: Knowing the difference will save you time and money

Outsourcing and managed services are appealing options for many companies at a time when workforces are stretched thin. But don’t be fooled—these terms aren’t interchangeable. Both involve receiving business services from a third party but determining which of the two options is the better fit could make the difference between a thriving company versus just staying afloat.

What is outsourcing?

Although managed services and outsourcing both involve hiring a partner organization, they encompass different levels of work. Outsource firms provide services for narrowly defined business processes. For instance, a company may want to outsource specific tasks such as handling payroll or tier 1 help desk calls to a partner. With outsourcing, business leaders select specific services and business needs that can be handled by an external partner. There are also different types of outsource partners including onshore, offshore, and nearshore partners.

What are the top reasons to use outsourcing?

Outsourcing business processes and tasks can free up employees to focus on more complex or valuable work; it can extend resources, such as sales support, for targeting new or underserved markets; support new product and service rollouts; and provide expertise within a specific industry focus. An outsource partner can also give companies access to digital systems and software services without paying for maintenance fees.

What are managed services?

In comparison to outsourcing, managed services take a more holistic approach to supporting a company’s business needs. A managed services provider offers a comprehensive range of services within one or several areas, such as IT or ERP. Instead of supporting a few business processes, a managed services provider provides end-to-end operational support and enhancements for a seamless end-user experience.

For example, Customer Experience as a Service (CXaaS) is a cloud-based customer solution for planning, designing, and executing activities that encompass all parts of the customer experience. CXaaS operations are typically managed by a third-party partner on behalf of a brand. A CXaaS managed services provider offers end-to-end management of CX and employee experience operations and continuous optimization for global talent (e.g., recruiting, onboarding and training), technology, consulting and implementation services.

What are the top reasons to work with a managed services provider?

For companies that are looking to integrate different solutions, service providers, and technology platforms with a unified plan, a managed services provider is the better choice. A good managed services provider will perform an assessment of the current infrastructure and operations to understand the pain points. The partner will determine whether any operations are compromising performance and create a plan for immediate improvements and long-term enhancements, in addition to providing skilled staff to support the company’s business needs. A skilled managed services provider will also proactively share best practices and suggest ways to increase savings and trouble-shoot problems before they arise.

Whether you are looking for an outsource or managed services provider, working with the right partner can propel a business forward faster and more effectively than doing it alone. The key is to define your business needs: do you want to outsource a specific business process or do you need extensive support? Next, find an external organization that always has your back. Look for a partner with in-house specialists in a wide range of technologies and skillsets, an extensive partner ecosystem of their own, various support models, and the flexibility and scalability to meet your enterprise needs.

Learn more about outsourcing and managed services from these resources:

Inside sales outsourcing: 11 ways to grow your business: learn how outsourcing inside sales can increase customer lifetime value well beyond times of uncertainty.

4 questions to decide if contact center outsourcing is right for you: Not every organization needs a contact center partner. To make the decision process easier, ask yourself these questions first.

The case for a contact center carve-out: Digital transformation around the customer is a strategic challenge. It needs a strategic solution.

Agile outsourced support from day one: A case study on end-to-end outsourced support that delivers best-in-class results.