Harvesting Knowledge About the Customer

In the great march towards perfect customer service – and thus perfect customer loyalty and retention – companies find that there is much they don’t know about their customer. Software and systems attempt to fill the knowledge gap, tracking and analyzing customer actions and preferences.

Some of the task reverts back to the old-fashioned method of simply asking customers what they want, combining Web, email and interactive voice response (IVR) surveys with call-center management software.

”’This is one of the nascent areas of CRM,’ said Liz Roche, managing partner with Stamford, Conn.-based Customers Inc. ‘Enterprises are still trying to figure out what they want to know. Capturing the feedback and information is something they know they should be doing, and they get the concept of multi-channel, but the hard part is rationalizing that and injecting it back into a business process.’” – CRM - CDC adds customer feedback

It has never been simple for the enterprise to emulate the small shopkeeper in terms of knowing its customers intimately, each one individually. But this is the goal, and it takes a lot of development to get it right, and then scale it up. In the meantime, customer loyalty is at risk, simply because the enterprise cannot afford to take the leaps in human gregariousness that real people can – too much is at stake. Customers, and their advocates, are not impressed.

“Three strategies that address winning customers are product enhancement, product line extension, and good old marketing. They all have one thing in common with the customer experience: None of them can be done particularly well without first asking customers what they think, feel, like – and hate. Using the phrase customer experience is just a ploy in an ever-escalating gambit to win customers and their money, and it’s not even the only good one. – From Community Activism

In the current environment of customer relationships, and the CRM systems that partially embrace these relationships, every appearance of authentic human or even system competence and knowledge is a gift to the customer, sealing loyalty – through the near future at least – to some degree.

This is why software like Dovetail CRM has such a powerful effect on its users. To ordinary humans, it doesn’t seem too much to ask, that customers calling for help from their vendors should talk to an insider who knows what’s going on. In the age of knowledge, lack of knowledge is very apparent to customers. And the knowledge exists, of course, within the enterprise, within the database – in the case of Dovetail within the Clarify database. For the support call, it’s a matter of retrieving the information in a view that helps the immediate situation in real time, and enabling agents to perform pertinent actions. Dovetail software does all this, with its vast extensibility through APIs and web services, its open standards, and its seamless integration into the existing Clarify system.

The task of discovery continues, with much analysis.

“The analysis of operational customer data alone explores only one of several dimensions and can lead to incorrect conclusions. Other data sources need to be included, such as informal interaction data (that is, what was said and how it was said during customer-agent conversations) and more-formal survey data, both of which collate data directly from the customer (with or without their knowledge) for analysis.” – Most Companies Like to Analyze Data

It’s tempting to dismiss the enterprise thirst for analysis as a blinder that shields it from the real customer experience, but this is too simplistic. In fact the complexity of the task that companies face is daunting. Daily business generates massive amounts of data, and executives are struggling to make sense of it all. Wrong conclusions can have huge leverage that may not show until several financial quarters later.

One thing becoming clear to summary-centric executives is that two dimensions aren’t enough anymore. Graphical is good, 3-D is better. Three dimensional reporting brings sharp clarity to the wash of cross-enterprise data, in a zoomable picture of the whole system.

“The power of service-oriented architectures (SOA) is apparent in a new field, enterprise ecosystem visualization. Innovative mash-ups allow users to visualize business information, such as regional sales for a particular product, on a map in three dimensions.” How to Visualize a Business Ecosystem

The ongoing executive struggle – performed through the evolving business intelligence infrastructure – is to see the enterprise clearly, in real time, across all of its operations, and to act with accuracy and agility. To accomplish this, companies need to grasp current data as it is being generated, and prepare this data for ad hoc analysis in multiple views, while simultaneously archiving it according to some kind of library structure, into the enterprise knowledge base.

In addition to knowledge collection simply in order to know, a concurrent knowledge retrieval infrastructure has to exist, in order to act. So the enterprise needs to join all of its workers into a communal knowledge management system that empowers agents, and that also supplies perfect and individualized customer service. Furthermore it needs to harvest undiscovered process knowledge from its workers, while at the same time providing impromptu training to workforce subgroups at specific need.

Published Thursday, April 05, 2007 4:41 PM
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