CRM, CEM, Customer Support and Democratic Software

Nowadays in CRM we see great strides made in analytics, which serves both to help the enterprise determine the value of each customer, and also to create a personalized experience for each customer across all the enterprise touchpoints.

We don’t manage or control our customers, they control us. And they know it…Customers know they have choices and they are using this power to get their way. They are demanding transparency into companies. They are demanding responsiveness. They are demanding highly personalized value. – “Manage or Deliver?

Analytics, and CRM itself, are fairly new technologies; they almost seem still in their infancy when we compare the wealth of social networking lessons coming from the Web, and when we contemplate the customer’s blooming empowerment. An older technology, skills-based routing, is on the verge now of being inducted into the embrace of CRM analytics:

As time went on, the company started to notice they were able to conduct more effective campaigns if they matched customers carefully with customer service agents or sales people.

Using analytics, the company is able to determine the best agent for the call not only on basic skills, but on a host of other factors that increase the likelihood of the customer buying from the agent…skills-based routing is a technology that has changed little over the decades. The concept is simple—match the type of caller to the person with the needed skills to service that caller, such as language, product knowledge or a knack for salvaging troubled customer relationships or soothing irate callers.

It may be that the time has come for skills-based routing to share the spotlight. Over the last half decade, the concept of using analytics in call centers and CRM systems has become more popular and prevalent. – “Good Customer Service for Dummies?”

Concurrently a new theme is arising, that of Customer Experience Management – CEM - said to be currently the fastest growing executive title in enterprise management teams. But CEM is still under the radar in terms of mainstream fame:

My personal theory is that CEM hasn’t taken off because technology vendors haven’t wrapped it into a package. I can definitely buy a CRM system or a Business Intelligence system or Services Oriented Architecture technology, but who-apart from the specialized Web and customer service vendors—offers “CEM Software”? It’s not merely that people selling these systems have marketing budgets to promote the notion, although that’s part of it. It’s also that businesspeople prefer problems they can solve by buying something. – “Customer Experience Management

The enterprise attempting to become fully customer-centric is really trying to emulate the customer relationship that the small shopkeeper possesses naturally. However, the large companies have no choice but to achieve this through institutional, managerial, and technological means. Technology thus becomes important for the ways in which it either enslaves or liberates the enterprise.

Technology is the part of the equation that we play a role in at Dovetail. You’ll recall that yesterday we offered the opinion that technology can impose a dictatorship on the business processes of an enterprise.

At Dovetail, we like to make democratic software, with functions that the ordinary customer-facing agent can use for greater freedom of execution, albeit often with a little (fairly simple) help from IT. We think in terms of the voluntaristic nature of people: most people want to help others, to an extent, and most support personnel are trying to save the day for their users and customers. We’re the same way ourselves; this is why our product support is so acclaimed, because our engineers are so deeply into helping our users.

Last week we also related the story of the unnamed tech support agent who created perhaps a lifelong customer by a simple act of service: sending some replacement parts at no charge. This cascaded out into a blog post by the customer about the company:

The point of this blog is that the CRM was so above what I had expected, that I had to write about just as I did when Vonage’s CRM was so abysmal which also leads to one of the most basic pieces of information regarding marketing:
1. When 1 user has an experience that is strongly positive or negative, they are likely to directly or indirectly influence 250 people.
2. For every one person who has a positive or negative experience, there are probably 99 other people who don’t say a word to the company, but still directly or indirectly influence at least 25 people. – “Jabbering with Jabra: What happens when CRM goes right?”

So in the end, what this article says is this: enterprises at their very top levels are striving mightily to put systems in place that will retain customers by giving them support and service; and at the same time, down at the field levels, where the most crucial plays are often made in customer retention, agents are facing customers directly, and require the most powerful tools, and the most flexible software options, they can get.

Simple enhancements, that’s our point, and that’s where we aim our products. We bring to the users of a Clarify™ database system, for example, the ability for an agent to create a custom Web portal for a customer case file. Or the ease of attaching documents to a customer record instead of having a multitude of emails archived clumsily. Or for agents to do their own research and make their own customized reports. Empowering customer-facing agents to the fullest extent within enterprise-wide protocols is a key to customer service. Software makes it happen.

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