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What kind of Customer experience does your Contact Center deliver?

by OmniTouch International OmniTouch International No Comments

In this short article I discuss the question – what kind of Customer experience does your Contact Center deliver?

It ties together two of my favourite topics – Customer Experience & Contact Centers.  And it’s the title of one of my best Keynote talks for various conferences around the world.

The Contact Center in the context of Customer Experience

The Contact Center is a touchpoint that only some Customers will use across some subset of all possible Customer journeys.

And for some organizations it can be less than 1% of Customers who utilize the Contact Center touchpoint at all.

Daniel Ord speaking on Customer Experience

Daniel Ord delivering a keynote on what kind of Customer Experience does your Contact Center deliver?

For example, imagine that on the spur of the moment you decide to stay in a hotel this upcoming weekend.

You ask a friend to suggest a place, you do some research online and finish by booking a reservation on your mobile phone.  No Contact Center involved.

But with that said, when a Customer needs the Contact Center, it can be a real moment of truth.

An experience that has significant ‘weight’ in their overall perception of the organization.

So not every Customer interacts with the Contact Center.  But every interaction with the Contact Center is really important.

The Contact Center is the formal living room in a house

Formal living rooms may sound old fashioned – but they’re still around.

When I was growing up we had a formal living room to receive and entertain special guests or to use for special occasions.

It’s a room that’s always perfect. It’s got the best furniture, the best art and it’s always spotless.  Because even though it’s not used everyday, it must always be ready.

And I think of the Contact Center within an organization in the same way. It’s the formal living room in the house of your organization.

Not every Customer will need to use it.  Nor will every Customer journey involve it.  But for those Customers who do come into our Center, it’s our job to always be ready for them with our very best resources.

So what kind of Customer experience does your Contact Center deliver?

Much of the subject matter for our keynote talk – and for this post –  is based on nearly 20 years of conducting Mystery Shopper research – especially for Contact Centers.

And most Centers have a list of ‘Quality standards’ they use to train Agents and measure their quality performance – and which they hope or believe will deliver a great Customer interaction.

Simple examples of Quality standards include:

  • Clarity in presenting the product or service
  • The level of Human Touch on display
  • The use of branded language
  • The conciseness of the email
  • The sales or upselling skill

The possible list of Quality standards is endless because there is no industry standard set of standards that work for every Center.  If that were the case, all Customers of all organizations would be happy all the time.  And obviously that’s not the case.

And what we’ve found in our research work with Clients is that there is a positive correlation between the sophistication behind selecting and defining Quality directives and the resulting Customer experience.

Or put more simply – when there’s more thought, effort and rigour put into selecting Quality standards – the resulting Customer interactions are better.  And Agents benefit from being treated like adults – and not compliance machines who have to do things like say the Customer’s name three times.

Let’s look at some example Quality standards now.

What to look for when you hire a new Contact Centre Manager

So what’s an example of a Quality standard that was impressive?

One of our most interesting engagements was as the Official Mystery Shopper Evaluator for the Singapore Government.  Which basically meant mystery shopping the quality of different government agencies for phone, face to face and email interactions.

And one of the standards set by the Singapore Government was amazing.  They practiced what they called ‘No Wrong Door’.  Let’s say the Customer had a personal taxation question but accidentally contacted the housing authority.

In most countries, the Contact Center Agent would tell the Customer that they reacehd the wrong place and perhaps give the number for the correct place to call – if that much.

But with No Wrong Door in Singapore, the Contact Center Agent will either arrange a connection to the right Agency or arrange for the right Agency to get back to the Customer directly.

And in a public sector setting that’s amazing.

Having lived in multiple countries, I sometimes joke that trying to get public service assistance through a Contact Center could be branded as ‘Every Door is the Wrong Door’.

That is unless you’re fortunate enough to live in Singapore.

 

What’s an example that wasn’t so great?

Isn’t it funny that we can sometimes come up with the not so great examples more easily than the great examples?

Here are three.

The ‘Ready to Serve’ Quality standard

The Client, a major mobile phone manufacturer, wanted our Mystery Shoppers to evaluate if the Contact Center Agent we reached was ‘ready to serve’.

Did you just read that twice?  So did we.

The question we had was this.  How is it possible for us to tell if someone was ready to serve?  In our opinion, that sounded like something a Team Leader should be doing internally.

We went back and forth with the Client to get some clarification.  But eventually our Client contact wrote us and said – “Look Dan, just ask the Mystery Shopper to do it”.  Which was shorthand for ‘we’re done talking about this.’

So we sat down and came up with our own logic for this Quality standard and moved on.

But here’s the thing.  If senior management selects a Quality standard that even they can’t explain clearly – how can we expect an Agent to bring that to life in their Customer interactions?

The ‘Tai Chi’ standard

For a University Contact Center, the Agents were instructed to immediately redirect the Caller to the university website if it turned out that the information was available there.  

Don’t answer the Caller question.  If it was on the website then send the Customer straight to the website.

I decided to call it the ‘Tai Chi’ standard because they really just tai chi’d Customers to the website!  And avoid answering the question.

And their rationale for this standard?

They had attended a seminar where the speaker told the audience they should focus on efficiency.  And to get people to use the website you have to force them to go to the website.

And you can just imagine the Customer Experience here.

After dialling, listening to the recorded announcements, punching through the IVR options, finally reaching a live Agent and asking their question – the Customer gets tai chi’d to the website.

Yikes.

The every Quality standard is measured as a Yes or No

For a few Centers we’ve worked with, management had decided that all or most of the Quality standards should be measured on a binary scale.  Yes / No.  1 / 0.  It happened or it did not happen.

Because they felt it was less complicated and easier to implement for them internally. That’s classic inside-out thinking.  Do what is easy for the Center – not necessarily for the Customer.

I bet you can imagine what those Agents sounded like when we listened to the calls.  Yup that’s right.

They sounded like robots.  There was no style, no articulation, no effort.

When every Quality standard is measured on a binary scale, that doesn’t just set a low bar for Quality.

There’s almost no bar for Quality.

 

There’s an art & science to selecting Quality Standards

There’s an art & science to selecting the right Quality Standards for your Contact Center.

If you’re lucky enough to have a well-defined Customer Experience Strategy in place that can help a great deal.  Because a Customer Experience Strategy describes the kind of experience you aim to deliver.

It provides a high level guide to coming up with the right Agent standards.

If you don’t have a Customer Experience Strategy, then a Service Delivery Vision can help.

A Service Delivery Vision is very much like a Customer Experience Strategy, but it tends to be focused only on the Customer Service function.  Whereas the Customer Experience Strategy is meant for the entire organization.

Now – if you don’t have a robust Service Delivery Vision then the next question is this.

How did your Contact Center choose its Quality standards?  What guided the decisions?

Here are some of the answers I’ve heard:

  • I think our Managers came up with these.
  • I think our Quality Assurance people came up with these.
  • The last Mystery Shopper provider we used came up with these.
  • Our Agents know how to talk to Customers – we don’t really use any standards.
  • I’m not sure but we don’t want to change them because everyone knows them already.
  • I’m new here and I don’t know – I was just asked to find a Mystery Shopper company.
  • We’ve used these for years and they’re ‘industry standard’ for our X industry 

Answers like these aren’t indicative of any level of sophistication in Quality standard selection & design.

And as I shared earlier, we’ve found a positive correlation between the sophistication of the Quality program and the Customer’s interaction experience.  And that makes complete sense.

Because when there’s more thought, effort and rigour put into selecting Quality standards – the resulting Customer interactions are better.

What we’ve learned about conducting Mystery Shopper Research on Chatbots

 

In closing

I may write a book sharing nothing but Mystery Shopper stories and the ins and outs of how to get Quality right.  There are just so many stories and learnings.

Because your Contact Center does deliver some type of Customer Experience.   The question is whether its the experience you wanted or planned for.

Thank you for reading,

Daniel

[email protected]

 

 

 

Terror in the Boardroom – and the impact on your Mystery Shopper research

by OmniTouch International OmniTouch International No Comments

I met up with a friend who works in another Mystery Shopper research firm.

We like to compare notes on Mystery Shopper research and share practices that enable great outcomes.

Over a recent coffee we talked about how senior leadership, and their reactions to Mystery Shopper results, have a direct link to the success of the program.

Terror in the Boardroom

My friend shared this story.

Dan – here’s what happened…most of the Mystery Shopper results were ‘ok’.

Nothing spectacular, but for an organization of their scale, the essential compliance KPIs were being met.

But one of their Customer touchpoints really struggled with their turnaround time commitment.

Rather than receiving a reply within 2 – 3 days, reply time-frames ranged from one week to no reply received within the time-frame promised.

We knew what we were getting into when we took the program.

But even we were taken aback when – after submitting the final results – the Client asked us to edit out the poor results.

And not just once – we had to redo the complete deck and set of reports three times before they were satisfied. 

Later on a Service Quality Manager told us what happened.

The Blame Game

When senior management saw the poor results for turnaround time, they yelled at the Participants and launched into assigning blame.

Of course, the Participants were stunned into silence.

And the unspoken message came across loud and clear.

It’s safer to hide bad results then to risk angering Senior Management.

Clearly a company culture issue.  And one that kills any chance at systemic improvement.

Avoid Terror in the Boardroom

It’s sad to see a viable Mystery Shopper program go down in flames due to fear of Senior Management.

The Mystery Shopper Agreement

I’d suggest is asking Senior Management sign a simple agreement when the Mystery Shopper program is approved.

Perhaps something like this:

The purpose of our Mystery Shopper program is to ________.  It’s likely we will uncover things that we want to hear – and things that we don’t.

We will resist the natural urge to cleanse results to make them look better.

We can only get better if we truly know how we’re doing – and for CX-based Mystery Shopper programs, how our Customers are experiencing us.  

With this in mind, we will take the good with the bad, the great with the not so great, look at results in perspective – and use them to help us move forward. 

Let your Research Partner present findings

Mystery Shopper Research Partner

Your Research Partner is in the best position to share methodology, compare and contrast findings with other organizations and give specific examples of both the good and not so good results with ideas for improvement.

The Research Partner operates outside the politics of the organization.  That brings an important level of objectivity and credibility to the process.

When the Research Partner doesn’t present – it’s left to someone within the organization to share findings

But when findings are presented ‘in-house’, a lot of context, examples and recommendations go missing.

And the politics can be more ‘highly charged’.

We hope these few words on Mystery Shopper research are helpful to you.

Avoid terror in the boardroom!  And thank you for reading,

Daniel

How to conduct (and not conduct) a Customer experience Mystery Shopper

by OmniTouch International OmniTouch International No Comments

Adding the phrase ‘Customer Experience’ in front of something doesn’t make it so.  And this applies to Mystery Shopper research.   A Customer Experience Mystery Shopper is something very particular and special.

Some time back in Singapore, one of the local Awards Clubs introduced a Customer Experience Mystery Shopper Award into its portfolio.

Cool I thought – it will be interesting to see what a Customer experience-based Mystery Shopper Award looks like as per a global vendor.

A short time later, I was helping a hospitality Client set up the Quality Assurance program for their Contact Centre.

A group of 20 senior folks were gathered together in the conference room, and we were in the midst of selecting & defining quality standards when one of them stopped and asked –

Hey Dan – did you know that we entered the Customer Experience Mystery Shopper Award this past year?

No I said – how did it go?

Well – we aren’t so sure. Because in this workshop I’m getting a sense of the complexity that goes into setting & measuring quality – but I’m not so sure it was this rigorous in our Awards entry.

He continued…

I have the final report from the Mystery Shopper vendor here on my laptop – can we flash it up and talk about it?

But of course!

The cover slide whirred up on the screen.

Opening slide – very formal – The Customer Experience Mystery Shopper Report etc. etc.

We were all ready. And then, next slide…

THE GREETING – score 98%

What? The Greeting? Oh – ok. Anyway 98%

Then the next slide…

GET THE CUSTOMER NAME – score 97%

Oh…really?

And it carried on from there.

Slide after slide after slide reported on a compliance measurement – even the Hold Technique was featured.

As we hit slide 20+ something someone in the room turned to me and asked – So Dan — you look a bit pale – what do you think?

Well it was an easy question to answer.

Well guys – I said– what you have here is a wonderfully presented compliance report – but I haven’t seen anything yet that even remotely measures or talks about the Customer experience.

And the room agreed.

Interestingly – in this report there was a final measurement slide that said CUSTOMER EXPERIENCE (yes – that’s right – a single slide).

Score – 58%.

But the legend was unclear as to how the score was derived.

After some discussion around the table we guessed that perhaps this was the personal score or viewpoint of the Mystery Shopper.

So let’s put it on the table right now.

If the first thing that comes to your mind when planning a Customer Experience-based Mystery Shopper program is THE GREETING – then you are on the wrong track.

 

There’s a lot of compliance-based Mystery Shopper work going on out there

There are certainly some valid reasons for having a solid compliance-based Mystery Shopper program.

They’re used extensively in the banking & finance industry – especially for ensuring regulatory compliance.

In the Public Sector, compliance-based programs provide a basic ‘minimum-standard’ dipstick – that provides high level assurance that when an email gets sent – it receives a reply.

Or when a telephone call is placed, some kind of basic response – along with basic courtesy – is provided.

While it’s rare to see a Public Sector program skew heavily to the Customer experience (now there’s an opportunity I’d love to be part of!) compliance based programs ensure a level of essential service is provided.

Another example of a smart compliance program is ensuring that things work the way they are supposed to work.

That when a certain telephone number is dialed at a certain time of day – that the call goes to the right place (you’d be surprised how many times it doesn’t).

Or when a certain set of IVR options or digital instructions are followed, that the Customer ends up where they were supposed to and got what they were supposed to get.

As channels proliferate and overlap, it’s really important to ensure that channel mechanisms work the way they are supposed to – the omni-channel Mystery Shopper program.

It’s not right to say that compliance-based programs are ‘bad’ while CX-based programs are ‘better’.

It’s always about defining what you want to learn and then figuring out the best way to learn it.

But there’s a big opportunity in putting together a solid Customer Experience-based Mystery Shopper program.

And no – adding the word Customer experience in front of something doesn’t make it so.

 

If you are considering a compliance-based Mystery Shopper program ask yourself – what am I going to learn from this program that I couldn’t learn from my own Team Members?

Assuming that you’re not conducting Mystery Shopper because you have to (such as described earlier for the finance or Public Sectors), I’d ask myself a very simple question before starting.

What am I going to learn from this Mystery Shopper program that my own Team Members – both Management & Frontline – wouldn’t have already picked up on? 

Once, when I met with a fancy hotel chain, the resident Trainer told me (in a very proud tone) that their Mystery Shopper – apparently a hotel expert who traveled the world – had picked up that the wheels on the room service trolley were squeaky.

And before I could think (and perhaps keep my mouth shut) I blurted out – why would you pay someone for that? 

Shouldn’t your Room Service People & Supervisor pick up on that? 

What kind of culture exists around here if your own Team Members wouldn’t find and fix such matters on their own?

At the end of the day, if the Mystery Shopper program looks and feels ‘police-based’ it will be wildly unpopular – and that makes improvement efforts very difficult.

Because when a program has limited credibility – it automatically has limited impact.

The key is always to define the purpose – a set of objectives for the program – that will resonate with Stakeholders and set the Organization up for future success.

 

So what does a real Customer experience-based Mystery Shopper program look like?

There is no one single model – that’s the beauty of deep dive research – and we share a few models here from our work with innovative Clients.

Let’s start this discussion with the brand

Colin Shaw of Beyond Philosophy says that a brand is perception – nothing more, nothing less. It is what you think and feel about that company: an opinion, a viewpoint, an expectation.

So the Customer experience is the journey the Customer has with your brand.

When you look at it like that – then opening the Mystery Shopper design conversation with a discussion of the brand makes a lot of sense.

If your brand proposition incorporates things like trust, or accuracy, or ownership – then these values can be codified and studied during the Mystery Shopper journey.

The gaps between the ‘brand’ and the ‘Customer experience’ can be identified for further action.

One of favorite Customer experience-based Mystery Shopper programs was with a high end hotel where the GM & Team wanted to focus exclusively on brand values. So we designed everything to effectively measure the success (or gap) in bringing brand values to life.

It was a privilege to work with such forward thinking management and I share this example in many of my talks and workshops on Customer experience.

 

And what about emotion? If you’re executing a real Customer experience-based Mystery Shopperprogram then studying the emotion is a must

One of my favorite things about the rise of Customer Experience is the inclusion of emotion in business discussions.

For too long, Customers (and Employees as well) have been treated as batches of numbers, or ‘segments’ that are expected to behave and perform in certain ways.

If they follow ‘your rules’ – then they can get what they want or what they need.

But if you read any established Customer experience authority you’ll note how quickly (and powerfully) the topic of emotion comes up – in fact Bruce Temkin argues that more than 50% of the Customer experience is driven by emotion – so how can that be ignored?

So in our work designing Customer-experience based Mystery Shopper programs we always talk about emotions.

During the course of booking a dining reservation what emotion do we want to ‘bring out’? It’s definitely not using the Customer’s name 2 times!

Let’s be frank – if you don’t know what emotions you are trying to evoke – how will your Team Members know?

Testing emotion is one of the best things you can do in a Customer Experience-based Mystery Shopper program.

 

We also like The Diary approach to recording thoughts & feelings over the course of the journey

For a well known theme park, we conducted a series of lengthy (6 – 8 hour) Mystery Shopper visits that incorporated thoughts & feelings.

Structured in a diary format and supported by photographs, each final report was quite lengthy.

But after each visit was done, we were able to boil down observations across the journey into a number of themes.

We then cross referenced all the themes across all the visits.

Mystery Shopper research – like Focus Groups – is a deep dive qualitative research methodology – and lends itself beautifully to this kind of study.

What was also great about this program was that no score was assigned.

It was about designing an observation through the eyes of a ‘stand-in’ Customer to document the Customer journey.

The report became legendary and we still have company management write to us now and then on how useful (and revolutionary) the approach had been for them.

At the very minimum

At the very minimum – if you are ready to use Mystery Shopper as a Customer experience tool, consider upgrading your measurements beyond simple compliance standards.

Sure – compliance standards are easy to measure.

But they have very little to tell you with regard to the thoughts, emotions, feelings & Customer journey.

With compliance standards, you can get excellent marks and still deliver a lousy experience.

And just adding the phrase ‘Customer Experience’ to something doesn’t make it so.

Thank you for reading!

Daniel

 

[email protected] / www.omnitouchinternational.com / (65) 9838 2353

 Daniel Ord