vicki morgan head of customer services
DESCRIPTION
Vicki Morgan Head of Customer Services. CRM & CTI system with single sign on . Raise repairs, service requests, work orders & inspections. Fully integrated system. Make appointments for inspectors & contractors. Link repairs diagnostic system to CRM. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/1.jpg)
Transforming Customer
Service
Enfield Homes’ journey
Vicki MorganHead of
Customer Services
![Page 2: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/2.jpg)
Who are we?
![Page 3: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/3.jpg)
Since 2008 Enfield Homes
has managed the housing stock for
Enfield Council (working with
tenants & leaseholders)
We set up a Customer
Services team & a free-phone
number
We merged our Repairs Centre with Customer
Services in 2010 to give customers
a consistent service
![Page 4: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/4.jpg)
Where were we?
![Page 5: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/5.jpg)
Staff had limited skills
Large numbers of calls were transferred –
“switchboard”Minimal IT tools
Disjointed approach
Repeat calls
![Page 6: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/6.jpg)
Where are we now?
![Page 7: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/7.jpg)
Highly skilled staff using systems which
support them
FAQ’s – to enhance knowledge &
maintain consistency
Vastly improved contact resolution – 75% of all contacts are resolved within Customer Services
without transfer
![Page 8: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/8.jpg)
Case management
All customer information on one page with instant links to
more detail
Up to date account info (refreshed
daily)
Live repair history
(refreshed every search)
CRM & CTI
system with
single sign on
![Page 9: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/9.jpg)
Where will we be?
![Page 10: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/10.jpg)
Fully integrated system
Make appointments
for inspectors & contractors
Link repairs diagnostic
system to CRM
Raise repairs, service requests,
work orders & inspections
![Page 11: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/11.jpg)
Classify every transaction to understand who contacts us & why
Classify every contact to understand if it was avoidable or not
Produce reports on any aspect of customer contact
![Page 12: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/12.jpg)
Advice & Pitfalls
![Page 13: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/13.jpg)
People• Involve experienced
staff in the planning
• Excellent training
• Invest heavily in change management
• Be prepared for the long haul
Technology• Plan well
• Detail, detail, detail
• Ensure existing IT infrastructure is fit for purpose
• Be clear on any future IT upgrade strategies
![Page 14: Vicki Morgan Head of Customer Services](https://reader035.vdocuments.us/reader035/viewer/2022062310/56816245550346895dd282bc/html5/thumbnails/14.jpg)