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How to use Text Mining in Social and CRM to Improve Quality Control and Save Money Olle Hagelin Field Data Mgmt © Sony Mobile Communications

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Page 1: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

How to use Text Mining in Social and CRM to Improve Quality Control and Save Money

Olle Hagelin

Field Data Mgmt

© Sony Mobile Communications

Page 2: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Olle Hagelin

• 20+ years within Mobile Industry

• 10 years working in Field Feedback

• 9 years in Social Reporting

• 4 years working with finding issues via Social

• 2 years using Text Mining and to understand details in CRM data

Page 3: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Short history about Social within Sony Mobile

20052009

2010

2011

2012

2013

All the time in Social / Text Mining working with

Integrasco/Confirmit as provider of

Social information, Support, Education and Tools2014

• Genius start to

be used cross

Sony Mobile

• Ongoing

development to

analyze Survey

free text

• People educated to be

able to use Genius

fully

• Text mining of CRM

data in Genius

• 2013 Regular “simple”

brand comparisons

started*

• 2013 Free text from

CS surveys transferred

to Genius for

analyzes*

• Limited use of

Social tool Genius• Voice of the Consumer

project for better

understand issues with

Service and Support

• Initiated project about

getting Text Mining

based on same principle

as information finding in

Social

• Deep dives

specific issues

• Competitor

comparison

• Issue tracking

• Weekly reporting

- product issues• Listen to brand

buzz

• Monthly reports -

brand / product

awareness

Several TM tools tried and disregarded, usually due to bad coverage of languages

Page 4: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Social Media

Information

Social Media Mobile

business

Internal

Data

Internal

Data

Internal

Data

SoMC use of Customer data

Page 5: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Verified Unique Issues

Social Media related

to Sony Mobile

Is social data valid information?Is it technically correct?

3 650 000 000 posts / year

10 000 000 / day

480 000 000 posts / year

Positive

Neutral

Negative

Possible Issues

4 800 000/year

25 000/year

A. Collect information in Social media

B. Identification of relevant information

C. Sorting out information and clean up

D. Issue identification step one

E. Issue identification step two

Numbers are from 2013

Page 6: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Issue definition process

B. Identification of relevant information

Automated methods are used to search out and filter data with taxonomies

C. Sorting out information and clean up

Confirmit cleans the data, stores it at a conversation level that allows Confirmit to attribute each comment to individual users as part of a

conversation (including information about when and where the conversation took place).

In this process, Confirmit system will filter out duplicates and at a basic level remove spam postings

E. Issue identification step two

Confirmit and Q&CS FDM dedicated issue tracking team will always manually assess each individual issue indicator before they are approved as a

real issue. In this process, our analyst would discard duplicates from the same user, and also flag potential fake or unreal issues.

D. Issue identification step one

Break down a cleansed result set of potential issue descriptions. The quality output starts with Confirmit storage and indexing, and is further refined

with sophisticated industry and client specific taxonomies

A. Collect information in Social media

Page 7: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Social Media Mobile

business

Internal

Data

Support

Web

Support

ForumInternal

Data

Internal

Data

Why use the same tool to do “text mining” of CRM data

Page 8: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Vast amount of unstructured text data in CRM

In 302 days, from 2014-01-01 to 2014-10-29, Sony Mobile recorded on average • ~14 000 interactions every day in Contact Centers

Useful for text mining, ~4 900/day and growing• Email 19,9%• Letters 0,1%• Chat 12,4%

Page 9: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Current CRM data hierarchy

• Categorized into:

25 fundamental categories

113 sub-categories

More than 400 symptoms which are still growing/changing

0

20

40

60

80

100

120

1 2 3 4 5 6 7 8 9 10 11 12 13 14

Symptom, structured data

Page 10: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

0

20

40

60

80

100

1 2 3 4 5 6 7 8 9 10 11 12 13 14

Symptom, structured and un-structured data

Adding the unstructured information

0

20

40

60

80

1 2 3 4 5 6 7 8 9 10 11 12 13 14

Symptom, structured data

Adding the Unstructured data can make changes of

the severity order.

Page 11: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Using unstructured CRM data adds functionality

• Cross product understanding of how customer describe an issue

• You identify a few key words like Wi-Fi, Router X and channel Y

• This was impossible before the use of text mining

Product A Product B Product C Product D Product E Product F Product G

Wi-Fi, Router X AND channel Y <text> A <text> B <text> C <text> D <text> E <text> F <text> G

No# A No# B No# C No# D No# E No# F No# G

Page 12: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Benefits of using unstructured data

• Reduced Costs / Increased

Capacity

• 75% reduction in time spent for

large Analytics projects to get to

more accurate results

• Faster response time - 1 hour to

resolve internal queries that

would previously take 1 day

Page 13: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Case study 1 – Wi-Fi, accuracy of information

• This case study describes the benefit of the information in the free text

from Contact Centers

Page 14: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Is the information enough to identify and solve problems?

• Current structure allows us to spot emerging trends at higher

levels

• But generic categories and broad symptom descriptions do not

reveal enough information to identify emerging issues

SymptomSymptom

Sub-CategorySub-Category

CategoryCategoryConnectivity & Data transfer

WLAN

Any inquiry/problem

GPRS data transmission

etc.

It tells us nothing more

than there is a problem

Page 15: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

The answer lies in the vast amount of unstructured text

• Take this post as an example:

• The problem is related to Hotspot function of the X10 mini

• It is much more useful than “Any inquiry/problem”

• How did we find it?

• How can we find them in the future?

• Is it possible to find all of them?

Page 16: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Comparison between Social Media search and CRM tagging system – WLAN issues

100,748

95,033

78,481

Only tagged by CRM

system with “WLAN”

Searchable by using

Social Media keywords

Combining Social Media

keywords and CRM tagging

• How many entries can be found

with more detailed information

+ 21.1%

+ 28.4%

Page 17: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

• How many symptoms with

detailed information can be

found?

• Are there more symptoms to be

found?

By introducing Social Media symptoms into CRM data, we have found there is much more actionable information available to us!

WLAN

Hotspot related

General update related

Router related

Mobile data

related

Battery life

relatedCharging related

Proxy related

ICS update related

SSID related

Adhocnetwork related

Call quality related

4814

313368

3222

1400

592

5611

116

238

371

406

China• Wi-Fi, could not connect to router• Channel 11 not active on phone as it

was for military use• Not correct info about China market• Standard setting on routers sold in china

is channel 11• Change setting in SW and update of all

phones

Page 18: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Case study 2 –Coating of the Keypad was peeling off

June 2008

• K800, 2 weeks after launch, we heard first indication in social media

• Initial answer to consumers was “Not a product issue but a customer issue”

• Few days 15 people in several countries complained and could be used as proof

that it was an issue

• In short, new keyboards was offered to customers

• Root cause found in manufacturing of keyboard and actions taken

ROI?

• Savings 10s if not 100s of thousands considering not only Warranty Costs, but

also Brand damage and coming sales

Page 19: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Case study 3 –Invisible crack in front

July 2011• arc / arc S - arc S started to sell in Germany

• Initial response to customer: “Not an valid warranty issue” = customer abuse

• Rapid growth in discussions on social media about a crack in the front on the arc. Furious customers completely stopped sales on arc S

• SoMS changed communication within days – “It is an issue and SoMC will change the front if you want, but there is no impact on functionality due to crack”

ROI?

• Sales took off on arc S

• Brand image increased, “SoMC take care of their customers”

• Returns then? Extremely few!

Lessons Learned

• Very important to

acknowledge issues that

evidently exist

• Handled correctly it might

not become an issue but a

Brand Builder

Page 20: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Case study 4 –Speed

Two cases where looking at the incredible speed Social can help you to

understand and solve issues

I can’t tell you the worth of speed, but every hour you can “earn” is worth

lots and lots of Euro

Page 21: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Google Play Services Battery Issue

Page 22: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

2 weeks

Escalation First escalation

meeting Hits on Social

Media

New version of

Chrome released

by Google

7/3

6/35/3 9/3 18/3

Statement sent out to

Call Centers

Updated statement to Call

Centers and Service

Centers

Call answered in speaker mode

x x x x x

Page 23: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

What is the next steps?

• Text mining on Survey comments – under implementation

• To understand what's behind the customers rating of questions

Page 24: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

End objective is to skip symptom code input and use text mining to sort out the symptoms

Contact Center• Focus on helping the consumer

• No time to report a symptom

• Data about issues not skewed by CC Agent

interpretation of the issue

Knowledge Management• Secure correct search by using natural

language search

• Search often

• Increase the first resolution rate

CRM• Secure good information collection

• Secure that you catch the sentiment,

new type of issues and behaviors

Register the consumer complaint / question exactly as the consumer express it.

Page 25: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Final word

The information is out there.

You just need to take the time and effort to listen.

Page 26: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

Olle Hagelin

Questions

[email protected]

@OHagelin

+46 70 565 41 26

Page 27: How to use Text Mining in Social and CRM to Improve ... · All the time in Social / Text Mining working with Integrasco/Confirmitas provider of Social information, Support, Education

SONY is a registered trademark of Sony Corporation.

Names of Sony products and services are the registered trademarks and/or trademarks of Sony Corporation or its Group companies.

Other company names and product names are registered trademarks and/or trademarks of the respective companies.