etuma webinar: the cx professional's guide to implementing an enterprise insight process

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Page 1: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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Page 2: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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ETUMA IN BRIEFFounded 2011, Spinoff from Connexor LtdBased in Helsinki, FinlandMulti-language Feedback Text Analysis Company 10 employees (5 with degrees in computational linguistics, 2 Ph.D’s)Funded by founders and angel investorsCustomers in Europe, USA and Australia

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Page 3: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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FIND OUT IN REAL-TIME WHY YOUR CUSTOMERS BUY OR DON’T BUY YOUR PRODUCTS AND SERVICES.

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Page 4: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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12 STEPS (7 ONE-TIME + 5 CONTINUOUS)

7. Integrate Systems

6. Enrich Data

5. Create an Analysis Framework

4. Create a Listening System

3. Engage Employees

2. Get Management Commitment

1. Understand Loyalty 1. Listen

2.Analyze

3. Distribute Insights

4. Act

5. Communicat

e

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Page 5: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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PLAN&PREPARE

7. Integrate Systems

6. Enrich Data

5. Create an Analysis Framework

4. Create a Listening System

3. Engage Employees

2. Get Management Commitment

1. Understand Loyalty

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Page 6: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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UNDERSTAND LOYALTY• Know what the marketing has promised – understand what

the customers expect!• Loyal customers

– Stay longer.– Buy more and they buy more often.– Cost less to serve.– Insulate from price competition.– Act as brand ambassadors.– Provide honest, high-quality feedback.

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Page 7: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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MANAGEMENT COMMITMENT

• Metrics• Dashboards• Strategic themes• Customer

proposition• Company Values

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Page 8: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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ENGAGE EMPLOYEES• Motivation – with

HR• Ideas• Proxy

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“I am not happy with work-life balance”

“I have an idea for a product feature…”

“Customer told me that…”

Page 9: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

CREATE A LISTENING SYSTEM

• Many channels• Opt-in• Transactional• Short• Drive volume

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CES

CSAT

NPS

Page 10: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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CREATE AN ANALYSIS FRAMEWORK

ConsistentAccurate Relevant Encompassing

http://www.etuma.com/blog/feedback-analysis-requirements

UNDERSTAND THE NATURE OF FEEDBACK LANGUAGE

DIY <-> TURN-KEY SERVICE

HIGH QUALITY ANALYSIS

• Touchpoint– Category

• Keywords– Category

Specific Sentences

• Own and competitors brands

• Sentiment– Category specific– Whole comment#eip

Page 11: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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ENRICH DATA• (T)NPS = Score + Comment + Demographics+ Purchase

Behavior• Demographics: Address, Gender,• Purchase Behavior: What they buy, how much they buy,

where they usually shop • Demographics + Purchase Behavior + Comment =

Segmentation and Personalization

• But, don’t ever ask demographic or purchase behavior information in TNPS, because it makes you look incompetent. Enrich the data by linking customer record into feedback analysis data

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Page 12: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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INTEGRATE SYSTEMS

Survey&

ListeningSystem

Open-textFeedbackAnalysis

Reporting

Case/TaskManagementManagement Dashboard

E.g. Qlik, Tableau

Statistical Analysis

E.g. SPSS, SAP, Excel

Enrich Data

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Page 13: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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CONTINUOUS PART OF THE PROCESS

1. Listen

2.Analyze

3. Distribute Insights

4. Act

5. Communicat

e

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Page 14: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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LISTEN

Feedback Forms/ Emails

Contact Center Surveys

NPS/CSAT/CES

Support&Product Forums

Social Media

Task Lists

Customer Proposition

s

Company Values

STRATEGIC MANAGEMENT

EMPLOYEE ENGAGEMENT

Employee Pulse

Employee Suggestio

ns

Customer Comments

via Employees

Research Tools

Management Reports

Strategic Goals

Field Workers

Area / Store /

Department Manager

Statistical Analysis

PredictiveModelling

KPI’sMana-

gementDashboard

s

Mana-gement Reports

DISTRIBUTE INSIGHTS

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Page 15: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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Analyst Tool

Case Management

Feedback Analysis Service

ACT

Listening and

Survey System

Analysis Results

Automatic Issue

Detection

Trends,Correlation, Comparison

,Weak

Signals

Manual Case

Creation

Automatic Task

Creation

Automatic Case

Creation

Feedback Reporting

Data Analyst

Case AdminCase Prioritization,Resourcing andScheduling

Role-basedReports

ManualIssue

Detection

Manual Case

Creation

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Page 16: Etuma webinar: The CX Professional's Guide To Implementing An Enterprise Insight Process

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COMMUNICATE• Tell customers how their feedback improved the service.• Tell employees about positive customer feedback.• Tell employees how their ideas affected product

development.

• Can be anecdotal.

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