In a fast-moving world, companies need to embrace proactive customer service to effectively address consumer needs. They must value customer time, minimize effort and deliver service seamlessly. How can they achieve this?
Gartner’s Dynamic Customer Engagement (DCE) framework provides an answer. It aims to empower customer service to deliver the “next best action,” saving customers time while reducing unnecessary interactions and increasing both efficiency and customer loyalty.
Currently, most customer service interactions are reactive. For example, a customer will call the contact center or go online to check on the status of an order. Alternatively, an agent will ask a customer to explain their problem after they move from a digital to human channel. Both cases unnecessarily increase customer time and effort. Reactive interactions are also less efficient for the business because they generate unnecessary work for the customer service team to respond to routine queries.
What if people did not need to make contact at all to get answers to their questions? Pre-emptive customer service helps here by automatically suggesting the next best actions – or proactively offering recommendations and guidance. This reduces customer effort and frustration while cutting out the inefficiency that comes with reactive service.
According to Gartner, the main challenge to achieving this goal is access to data. While customer service organizations have lots of information, they may need to integrate it more closely with data from other systems (CRM, shipping etc.) and then analyze it in order to underpin DCE.
DCE provides six ways to improve the customer service experience:
DCE provides the ability to pre-empt the next steps in a customer journey. Essentially the customer service team is able to proactively contact the customer to avoid them needing to get in touch. For example, rather than an ecommerce customer having to call or log on to see where their package is, the customer service team automatically messages them with an update and a tracking link. This saves effort for the customer, while boosting efficiency, saving time, and increasing engagement.
DCE can also minimize or remove the effort required by the customer to complete transactions. For example, rather than them having to remember to log on to pay a regular bill, companies can send them a text when it is due. To make it even easier, they can make the payment simply by replying with word “Yes.” This improves customer satisfaction, provides a positive point of differentiation, and encourages a higher Net Promoter Score (NPS).
DCE enables organizations to share more relevant and timely information and actions with customers (and agents). By analyzing data, organizations can gain a deeper insight into the context of the interaction. So, for example, if a customer calls to cancel their contract, the agent is equipped automatically with relevant details that they can use to persuade them to stay. This results in improved First Contact Resolution rates (FCR), reduced churn and improved revenue.
With DCE organizations can use data and knowledge to personalize the customer service experience. For example, by analyzing a customer’s previous activities, a company can identify specific products or services that align with their preferences. They can then share them when they make contact. Delivering more relevant content makes it more likely to be acted on, boosting sales and satisfaction.
Applying DCE enables organizations to orchestrate a customer’s journey across channels. This eliminates the need for the interaction to start from scratch when switching channels. So, if a customer receives an email about a particular topic the company can identify them if they call up, and automatically route them to a specialist in that area. The customer doesn’t have to waste time explaining themselves, while the agent is better able to help them. This enables seamless cross-channel journeys, reduces waiting times and cuts call lengths.
Using DCE enables organizations to create continuous conversations with customers. For example, they can send updates throughout the purchasing process via text or email. These messages would explain current status, provide a timeline for next actions and flag anything required from the customer.
It may sound complex, but there are likely to be multiple opportunities for using DCE across your customer journeys. Here is an action plan of how to tackle them:
All of us are increasingly busy and time poor. Customers therefore want to buy from organizations that minimize the effort they need to make. A big part of this involves offering proactive customer service by applying techniques such as DCE across customer journeys. This helps improve customer satisfaction and loyalty while increasing efficiency, benefiting both customers and the organization itself.
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