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Showing posts with label Salesforce. Show all posts
Showing posts with label Salesforce. Show all posts

Turn Salesforce Service Cloud Into a Knowledge Machine

Discussions on Salesforce Service Cloud focus on case management. For good reason, too. A lot of planning and configuration goes into making sure support cases get into the system and are handled in a timely fashion. Yet, I contend that a Service Cloud implementation should start with Knowledge Management.

Knowledge Management is a good investment in time and money. As Forrester Analyst Kate Leggett writes in her report titled Best Practices: Knowledge Management for Customer Service:  “Research demonstrates that effective knowledge management practices yield a quantifiable return on investment in better customer satisfaction and lower support costs for customer service organizations.” Great knowledge practices make customers more self-sufficient and service employees more effective.

Firms do not need to delight customers, as much as they need to respect their time. As Leggett writes in her recent report Demands For Effortless Service Must Influence Your Customer Strategy, “Customers simply want an accurate, relevant, and complete answer to their question upon first contact, so they can get back to what they were doing before the issue arose.” All this is possible when firms manage their knowledge.

But handling knowledge is not an easy task. Most companies have vast amounts of knowledge in unconnected silos. Still, firms can build a knowledge management strategy based on a methodology built by the Consortium for Service Innovation, called Knowledge Centered Service (KCS). Over the course of five revisions, KCS has evolved into a set of principles that, when followed, has been shown to significantly improve first contact resolution and overall time of resolution. Salesforce’s Service Cloud is the first software product in the knowledge space to achieve the highest level of KCS Verification (Version 5). Salesforce Knowledge empowers front line support agents to create, contribute, and update the content they share with their teams and customers.

Of course, effective knowledge management requires more than good software. To help firms build a knowledge management strategy, we create an eBook titled “Turn Your Salesforce Service Cloud into a Knowledge-Centered Support (KCS) Machine - Best Practices for Implementing Salesforce Knowledge and KCS.”  The eBook is focused on helping firms think about and implement KCS best practices in their Service Cloud implementation, with the ultimate result of the effort being happy customers and empowered employees.

Are You Ready for Service Management?

A simple, four question assessment

Every function or department within your organization has customers. Although these customers might not always fit your traditional definition of this term (internal users are customers too!), they still require (and expect) good service. However, providing a high level of service can often be a challenge, as most functions don’t have dedicated service or request management resources.
Enter service management. Service management addresses this challenge by extending best practices for service delivery and request management across the organization.
Once you recognize the business value of service management, what’s next? How do you know which departments are ready for service management and who can benefit the most from taking this approach? Ask yourself these four simple questions to find out.

1) WHAT ARE YOU FOCUSED ON ACHIEVING AS AN ORGANIZATION?

What can you do better? For many organizations, key areas of focus include improving:
  • Customer Experience: Higher service quality, stronger communications with customers, better ongoing engagement, increased transparency
  • Service Effectiveness: Accomplishment of business objectives, improved management of service delivery, more successful service launches
  • Process Efficiency: Reduced cost of service delivery and provisioning, ability to fulfill requests faster, achievement of economies of scale due to broad adoption of new processes

2) WHERE ARE YOU NOW?

What applications do you own for traditional IT Service Management? What processes exist for IT that can be expanded to help other departments? Some common places to start include:
  • Incident/Request Management
  • Knowledge Management
  • Change Management
  • Asset Management
  • Service Catalog

3) WHAT DEPARTMENTS OR FUNCTIONS HAVE TROUBLE DEALING WITH SERVICE REQUESTS?

The answer to this question is simple: Which departments are using email, fax and/or spreadsheets to manage their workflows? Which departments have complicated request processes with multiple approvers, dependencies, etc.?

4) HAVE ANY DEPARTMENTS ASKED FOR YOUR HELP HANDLING REQUEST MANAGEMENT?

Have any departments or functions (especially those that are having trouble dealing with service requests) asked for help? How are service-heavy departments like Facilities and HR, in particular, handling request management?
Because request management and service delivery are so central to these departments, they are typically great places to start with service management. For example, many Facilities organizations are embracing service management to improve asset management and performance tracking, while many HR organizations are using service management tactics to improve the onboarding process for new employees.

GETTING STARTED WITH SERVICE MANAGEMENT

Answering these questions will provide a solid foundation for any service management initiative by giving you a better understanding of which areas of the business need service management the most, what your key goals should be and what processes or technology you may already have in place to kickstart these activities.

4 Examples of Great Customer Service That Didn’t Exactly Go By The Book

It’s somehow tragic: a parody of why a company would do customer service in the first place:

Imposing rules that keep your staff from helping.

Denying them the tools to actually do their jobs.

And lastly, replacing the tools with phrases that sound helpful but aren’t.
  • Customer: unhappy. 
  • Employee motivation: Zero. 
  • Job: done.

Great customer service comes from a culture, not from a handbook

Luckily, not all businesses work like that. We’ve been searching out examples of delightful customer interactions that had very little to do with handbooks - and everything to do with a service mentality and culture.

So here’s a small roundup of inspiring stories of employees dealing with customer problems in unusual ways. Enjoy!

1. Resourceful: John Lewis organises snowstorm sleepover


One afternoon just before Christmas in 2009, High Wycombe is hit by a sudden blizzard. Roughly 100 people end up stranded in the John Lewis store, unable to get home. What happens next, is unbelievable: The store team mobilises all available resources and organises an in-store sleepover, effectively turning the bed department into an impromptu B&B.

We simply LOVED this when we heard about it. So we interviewed Deborah Strazza, the store manager. There was such mojo in her telling of the story that we turned the recording into an 'audiodeck".  If you can't view the story here, you can also find it on the Prezi website.

2. In character: Captain Mike of Netflix provides Trekkie support


This one became a bit of an internet sensation when it went viral. “Captain Mike Mears of the good ship Netflix” and customer “LT Norm” conducted an entire support conversation as characters from Star Trek.

They never fall out of character and their dialogue is a delightful read, complete with trekkie in-jokes, and using language of different military ranks discussing an engineering problem. An amazing example of a real connect between company and customer -  and a refreshing shift away from soulless support conversations clicked together from boilerplate text.

3. On the house: Wolfgang Puck feeds a desperate kid


A son flying home as an unaccompanied minor calls his dad during a layover at Chicago O’Hare and says that he’s broke, and hungry.

The dad tells him to go to an airport restaurant, explain the situation and ask them to take his card details over the phone, so he can pay for a meal. The kid tries several places. One after another refuses.

Until the Wolfgang Puck restaurant. They can’t take payment over the phone either. But they suggest he send his son in – and they’ll feed him, for free. Just like that. “Don’t worry about paying for the meal. Just do something nice for somebody else.”

When we read the father’s account, we contacted Iris and Sarah, who were on shift that day. They said there was nothing extraordinary about offering a sandwich on the house. It was just “listening to the customer and switching on human being mode”. Couldn’t have said it better ourselves.

4. Creative: Krispy Kreme employee customises an absurd order


An odd one, as the customer’s request was designed to be impossible to deliver. But that makes the solution even more fantastic:

Jia Jiang is a businessman with a plan for one crazy request a day. The idea is to steel himself against rejection. This day’s task: go to Krispy Kreme and demand a custom set of donuts, glazed and arranged to represent the Olympic logo. And ready in 15 minutes.

That day, he fails to achieve his rejection goal. Jackie from Krispy Kreme takes his order and sketches out a plan. She explains how she’ll go about it. She even googles the correct colours for him. And when he can’t believe she’s actually created a donut Olympic logo, she doesn’t even accept any payment. You can watch the entire video here.

Jia Jiang was humbled by her initiative, and Jackie was overwhelmed by the response the video got. When she was interviewed, she said “when a customer wants something special, and it’s within my power to do that, for me that’s an artistic challenge.”

The simple basics of great customer service


Not all customer interactions can be delightful. Every business has its standard requests and ways of handling them.

But what these stories show is that unique solutions aren’t rocket science. There are a million ways to deliver experiences that are personal, meaningful, creative, funny, resourceful, and warm. (And even better, everyone seemed to be having a blast.) All it takes are:

  • Employees that feel empowered to help – not bound by restrictive rules (also see this blog post
  • Personal interactions – that take customers and their problems seriously
  • The recognition that customer problems are often unique – and that staff solutions should be, too.

Yes, technology can help. But great customer service stories come down to a great service culture that hires people for their empathy – then lets them do their jobs.

Once that kind of culture is in place, unique service isn’t about driving down costs or defending against the few customers who intend to take advantage – it’s a hugely satisfying job for ‘people people’ and an amazing opportunity for a business to build a reputation, one interaction at a time.

Unfortunately, chances to personally delight customers during unforeseen blizzards are once-in-a-lifetime. Customers demanding spot-on service across all channels are a reality.
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