Ask The Expert Featured Article

June 24, 2013

Customer Experience, Trends, and Staff Planning

By TMCnet Special Guest
Ric Kosiba, Ph.D., Bay Bridge Decisions

If you were to ask a vice president of customer care the metric they think is most important, my bet is they would respond with customer satisfaction score. After that, all other contact center metrics we use to measure service are essentially proxies for these most-important-of-all contact center scores.

For instance, service level and average speed of answer are maintained because we believe long wait times lead to customer dissatisfaction. Abandons are a great proxy for customer satisfaction, too, because a customer who hangs up is almost always not happy with their wait time. And agent quality scores are maintained as the mechanism to ensure a consistently excellent interaction with customers.

Different flavors of experience metrics have similarities

Customer satisfaction, first call resolution, Net Promoter Score, agent quality score, and others count among many customer experience metrics. Internally, companies focus on experience scores that can vary from other business units that focus on customer scoring. But even if the scores are called the same thing, they are almost always calculated using different algorithms.

This type of scoring makes perfect sense as different customers – calling the same company – are contacting the contact center for different purposes. The experience must therefore be attuned to the purpose of the contact, although it doesn’t mean that different ways of measuring a customer’s experience don’t share similarities. An example is that customer experience metrics have seasonality much like most other contact center metrics. As customers call for different purposes at different times of the year, their patience and expectations are likely to change. In the same way, an agent can be more or less motivated seasonally, and will score differently week over week.

Experience metrics are also differentiated by contact type, location, or staff group. A sales-oriented group and a service-oriented group will score differently, for example, even if they’re taking the same type of call. Geographical centers, likewise, often score differently because they have different management. Ultimately, though, experience scores exhibit trends. As a workgroup improves or declines, or as company performance changes, focused training can positively affect the trajectory of an experience score.

How can planners use customer experience metrics?

Similar to contact volumes, handle times, attrition, and shrinkage – time-series data that planning analysts typically work with – customer experience scores exhibit seasonality, trends, and differences across contact centers. When center and staff group forecast customer experience scores, planners can use these new forecasts in a host of ways. First, they can draw out the week-over-week customer experience trends to view where the business is heading. By applying a forecasting technique (like Holt-Winters) to a customer experience metric, planners can measure where their math expects customer experience to be weeks and months into the future.

Importantly, these forecasts act to set executive-level expectations. Planners can watch to see that actual expectations are met, and if expectations are trending in the wrong direction, it shows that the specified path should be adjusted. In effect, this time-series experience data acts as an early warning device.

Another great use of a customer experience forecast is as a point of comparison. The best companies view all of their forecasts (volumes, handle times, attrition, shrink, and so on) as a baseline for variance analyses. As weekly performance data is tallied, it can be compared to the forecast. Any differences between forecasted and actual performance implies that something has changed. If forecasting and tracking customer experience scores, any deviation must be noted, explained, and potentially acted upon. For this sort of analyses to have any meaning, it must be compared to seasonally adjusted customer experience forecasts.

Plan better by using customer service forecasts

If improving customer satisfaction is important to your company, then it makes perfect sense to include customer experience forecasts in your staff planning process and decision making. It’s simple. If you are using a hiring and extra time optimizer for long-term planning, you can instruct it to hire in such a fashion as to maximize customer experience scores. If you are developing hiring plans by hand, it should be straightforward to move new classes toward those centers with the better scores.

By developing customer experience time-series data, using this data to forecast expected performance, and applying this forecast to variance analyses and staff planning, you can greatly improve your customer’s experience.

Download the complete whitepaper to learn more:   Customer Experience, Trends, and Staff Planning   www.inin.com/whitepapers



Related Contact Center Solutions Articles

    Contact Center Solutions Week in Review: Interactive Intelligence, BT and Accenture

    The future is now, or at least it is coming at us fast in the Contact Center Solutions Community, and there are two great ways to be part of the industry buzz as to what is unlikely to unfold in 2015. The first is to attend ITEXPO East, January 27-30, 2014 at the Miami Beach Convention center. This is a great opportunity to be warm and more to the point, hear, see and discuss contact center issues in person with peers and subject matter experts. [ Read More ]
    01/17/2015

    Customer Experience: The Last True Differentiator

    In Ernst & Young's Global Consumer Banking Survey 2014, customers chose "the way I am treated" as the second most important reason for trusting their banking provider, just behind the understandably important "financial stability" of their bank. Customer experience was also cited as the most common reason for opening and closing accounts, more important than fees, rates, locations or convenience. Approximately 40 percent of customers planned to open or close an account in 2014. This means banks … [ Read More ]
    01/16/2015

    Digital Is Driving Businesses to Offer Personal and Intuitive Customer Experiences says Accenture Report

    The preoccupation with improving the customer experience (CX) by C-levels around the world has been a trend for several years. In fact, the fastest growing C-level position is Customer Experience Management Officer (CEMO) or some variation on the title. And, as CX becomes ever more important as the means to provide differentiated value, delighting existing customers and for obtaining and keeping new ones, the preoccupation will not only grow more intense in 2015, but so will the investments in t… [ Read More ]
    01/16/2015

    BT Launches New Personalized Video Message Service

    When it comes to contact center out-reach there are two trends that everyone needs to literally and figuratively keep an eye on in 2015. They are "personalization" and "video." And, while the first may seem obvious since the goal of marketers is to make customers and prospects feel appreciated with tailored messages uniquely for them, the use of video on the outbound side of things is after many years becoming something more than a novelty. [ Read More ]
    01/15/2015

FOLLOW US

Contact Center Solutions Glossary of Terms

Featured eBook

    All Things Customer Interaction Solutions eBOOK
    It has been said that customer interaction centers are the front door to any organization's value chain. This is an accurate description of the transformations taking place in contact centers as a result of enhancements in multichannel communications, speech analytics, IVR capabilities, integrations with unified communications capabilities (UC) and other collaboration tools and applications, and the move to the cloud...

Featured Whitepaper

    Microsoft® Lync® in the Contact Center: Integrating with Customer Interaction Center™ to Provide a Barrier-free Customer Experience To implement contact center functionality, organizations using Microsoft Lync Server 2010 can follow the unified communications blueprint of open standards interoperability and integrate to a contact center solution of their choice. Customer Interaction Center (CIC) from Interactive Intelligence is a proven best of breed contact center solution that merits consideration ...

Featured Success Story

    Contact Center Solutions Featured Success Story
    Interactive Intelligence all-in-one IP communications software suite integrated with Microsoft Lync helps Bentley save $200,000 annually.

Featured Product Demo

    Contact Center Solutions Interaction Analyzer™
    Interaction Analyzer™
    Real-time word and phrase spotting. Alerting. Analytics. Scoring. Coaching. Watch how Interaction Analyzer turns every moment, of every past and present call, into data that lets you deliver an exceptional customer experience.

Featured Resources

Ask the Expert