The Customer Service Survey

Is It Really This Hard to Proofread? Peter Leppik Fri, 2017-09-22 14:13

From today's Daily WTF, we have a triptych of reader-submitted surveys that maybe should have been checked just a little more carefully before asking actual customers to fill out the forms.

First up, an online course evaluation which has a rather, um, interesting version of the tried-and-true Likert scale:

I Strongly Agree with the Number 1
I Strongly Agree with the number 1

Next up, Best Buy has a novel approach to the classic Net Promoter question. For true survey nerds, you can keep playing "Count the Mistakes" even after you stop laughing at the howler:

I guess I'm Not At All Likely.
I'm going to go with "Not at all likely."

And finally, WebEx has figured out the secret to not getting poor scores on a survey:

What better way to say Your Feedback Is Very Important to Us
What better way to say, "Your Feedback is Very Important to Us"?

 

Why We Still Like Phone Interviews Peter Leppik Fri, 2017-09-08 16:26

While we at Vocalabs provide a variety of customer feedback channels to our clients, we still think phone interviews are often the most important tool when it comes to using customer feedback to actually drive change in an organization.

That may sound strange in the year 2017. Isn't everything supposed to be online and automated now? Aren't phone calls going the way of the carrier pigeon? And what about those millennials?

Here's why we think phone interviews are not only still relevant, but often the best survey tool for improving customer experience:

  • People still respond to phone interviews. Response rates for email and online surveys have been dropping for years, but remain significantly higher for phone interviews. Customers are more likely to respond to a request from a living, breathing human being than an automated email dropbox. And, yes, millennials do still use their smartphones as phones from time to time.
  • Phone interviews capture depth and nuance. In a two-way conversation we can ask follow-up questions, and the audio recording captures not just what the customer said but how they said it, giving emotional depth and a deeper understanding of what happened.
  • Employees respond to audio feedback from real customers. Hearing a customer tell their story packs an emotional punch you just can't get with written feedback and numerical survey scores. People respond and are more inspired to change when they hear how the customer experience affects individual customers.
  • Phone interviews can be in the moment and real-time. Often you want customer feedback after a specific customer experience, like a customer service call or purchase experience. Calling the customer on the phone lets you get feedback immediately, not when the customer gets around to it.
  • Person-to-person contact shows you care and creates a positive brand impression. Making the effort to have a real human being follow up with a customer sends a powerful message that you actually care what they have to say and their feedback won't just disappear into the machine.

Of course no one solution is always the right answer in every situation. Our experience with phone interviews is that if you want to collect feedback your organization will actually listen to, then most often than not phone interviews are the way to go.

Customer Experience is Driven by Core Values Peter Leppik Fri, 2017-07-21 13:26

It seems that corporate culture may soon be having a moment. An article in Recode yesterday by Patrick Quinlan highlights the many recent high-profile examples of corporate misbehavior, such as Wells Fargo to Uber, and argues that the root cause of these problems is that many companies have viewed ethics through the lens of compliance rather than core values.

The problem, in Quinlan's view, is that for too long many companies have lacked any core values other than making money. Not breaking the law is also in there somewhere, but as a secondary consideration. You can see how this leads to problems. If a company's core values are "make money" and "don't break the law," but you only get fired if you don't make money, then employees are going to break the law and turn a blind eye when their peers and managers are a little loose with the legalities. This applies all the way from the C-suite to the salesman, except that the salesman is more likely to get blamed with misbehavior comes to light.

Customer Experience, like ethical behavior, is also driven by a company's core values. You hear most any CX expert talk about "Leadership" as one of the core components of success in Customer Experience, and this is what the Leadership is all about.

Effective leadership in Customer Experience means making the customer part of the mission and core values of the company. It's not just the business school mechanics of structure, governance, incentives, and metrics. It's about genuinely caring about how the company serves customers.

I don't know if Quinan is right, and that we are going to see more companies reevaluating their core values. I agree that the lack of any deep moral compass in most large businesses (other than "maximize profitability") is a huge problem today, and not just in the areas of not abusing customers or employees. I see it in the way that global tax evasion has become an accepted way of doing business, and the way some enormous companies don't seem to care whether or not their employees have to choose between eating, paying rent, or visiting the doctor.

So I do hope that this is going to become a greater part of the conversation. Because if a company can align itself with the right set of core values, many other things will be a lot easier, from Customer Experience to staying out of legal trouble.

Issue 107 of the Vocalabs Newsletter is published Peter Leppik Wed, 2017-06-28 13:32

We just published the 107th issue of Quality Times, our mostly-monthly newsletter about all things related to Customer Experience and Customer Feedback.

In this issue I discuss how journey maps are really about mapping the desire paths of the customer experience. What's a desire path? Read on...

As always I hope you find this interesting and useful. Email subscribers should be receiving their copies shortly. You can subscribe to our newsletter and get the latest issue delivered straight to your inbox.

Desire Paths in Journey Maps Peter Leppik Fri, 2017-06-23 14:26

Desire Path
People often don't behave the way you expect them to. Customer feedback helps you uncover the disconnect between what you think customers do, and what they're really doing.

It's tempting, in a journey mapping project, to skip the time-consuming and sometimes expensive process of asking customers what their actual experience was in completing a particular journey.

This is a mistake. We constantly discover that in the real world people behave differently than we expect. If your journey mapping process is only gathering data from company insiders, you're almost guaranteed to get a skewed perspective. Insiders understand how the system works, and that makes it hard to see where an outsider customer might find things confusing or illogical.

Even if you're gathering behavioral data, chances are you're missing important parts of the puzzle. The best web analytics in the world won't tell you why customers do certain things, they'll only tell you that real customers are behaving in ways you can't easily explain. And in the real world, lots of customer behavior won't be captured for a variety of reasons.

This is illustrated nicely by the idea of the Desire Path. A Desire Path is one of those trampled paths that people create by the routes they actually follow, rather than the paths the designers expect them to use.

A desire path is what happens when people find their own way, rather than following the path that's been laid out for them.

Desire paths happen all the time in Customer Experience. Every time a customer hits "zero" instead of cooperating with the IVR menus, that's a desire path. Companies may try to corral customers into certain behaviors, but usually wind up opening desire paths in the face of unhappy, frustrated customers.

The goal of most journey mapping projects should be to document actual customer journeys, as opposed to the journeys you want or hope your customers to take (the want or hope part usually comes later). You are, in essence, documenting the desire paths your customers are following when they interact with you.

In the customer experience world we usually can't just look to see where the grass is trampled, so we have to ask customers where they actually went, why they chose that route, and how they felt about it.

Without customer feedback, your journey map will only show the sidewalks. 

Listening to Customers Peter Leppik Wed, 2017-06-14 14:01

Every company likes to say that it listens to customers. But when was the last time you literally listened to a customer?

I've learned over the years that listening to customers--through audio recordings of interviews or direct conversation with customers--is one of the most powerful tools for developing customer insights and empathy. Through our voices we communicate so much more than mere words: we communicate emotions, context, and subtle shadings of meaning.

If you've ever tried (and failed) to use sarcasm in an email, you know what I'm talking about.

I firmly believe that how you use recordings of customer interviews is a big factor in whether your customer feedback process actually drives change in your company or just sits on a shelf. From coaching front-line employees to advocating in front of executives, audio recordings are often the difference between inspiring change and arguing about statistics.

But I've found that many companies don't use this powerful tool, even when it's available. They think that listening to audio feedback will take too long, or bias their thinking. Or they assign low-level employees to listen to recordings, and senior decision-makers never hear them.

Here's three places you should be using the literal voice of your customers to drive change in your organization:

1. Persuading leadership to back changes

As part of your customer feedback, you've probably identified a few areas where investment is needed. It's important to make the business case, but many other initiatives will also have a strong payback (at least on paper).

I believe that in a customer-focused company customer-focused initiatives should have priority (all else being equal). Using a few audio snippets to illustrate the customer impact can help drive this point home. Of course you will want to make sure that your recommendations are backed by solid data and statistics.

It's hard to ignore when actual customers are telling you that you've got a problem. Illustrating your recommendations with selected recordings can help build a sense of urgency for taking action.

2. Gaining new insights

Recordings of customer interviews can help you understand customers' needs and opinions in a way that statistics and written feedback often don't. Audio lends itself to empathy and understanding.

Rather than listening to a large number of customer recordings (which can take a long time and not feel very productive), I generally use the statistical data to look for interesting trends and correlations. When I see something that makes me go, "hmmm," I'll select several recordings that seem to have a similar pattern and listen to them all to see what's really going on.

This method avoids a lot of the guesswork and assumptions that often happen when you try to interpret survey data. Often you discover that the customer is telling you exactly what you want to know, you just need to listen.

3. Coaching customer-facing employees

Interview recordings can help employees better understand what customers want and need. Customers are viewed as more credible sources of criticism and feedback than supervisors and coaches.

I recommend having the employee listen to the entire customer interview, and then ask the employee to interpret the interview through the lens of how their actions could have better served the customer or changed the customer's opinion of the interaction. In many cases, when the customer was completely satisfied, there's not much that could be done. But if the customer was not happy, often the employee will see the root cause and what could have been done differently to help or mitigate the problem.

It's important with this kind of coaching to remind the employee that each customer's feedback is just one person's opinion, and should be taken in the spirit of constructive criticism. Viewed in this light, often very negative or unfair feedback can lead to ideas for how to better handle a similar situation in the future.

The bottom line is this: If you are collecting audio customer feedback and not actively listening to it and using it to drive change, you are missing one of the most powerful tools in the Voice of the Customer toolkit.

Issue 106 of Vocalabs Newsletter Peter Leppik Wed, 2017-05-31 14:00

I just published the 106th issue of Quality Times, Vocalabs' newsletter.

This month I discuss what happens when incentives and the metrics which drive them get out of control, using three real-world examples as a guide.

As always I hope you find this interesting and informative. If you like this one, you can subscribe to our newsletter, or browse our archive of past issues.

Incentives Run Amok Peter Leppik Fri, 2017-05-12 11:41

Here are three stories which have one thing in common:

  1. Several customers have reported being "fired" from their Ford dealer after providing less-than-perfect ratings on a customer survey. One customer, when he contacted his dealer about buying another new vehicle after his original purchase was told to go away: "Since that survey actually cost myself and the dealership money from Ford, I will have to personally pass on your offer."
  2. Wells Fargo bankers created millions of fraudulent accounts in order to meet sales and cross-selling quotas. To date, the bank has paid $185 million in fines, and the former leaders of the company have personally had to return tens of millions of dollars in bonuses.
  3. Walmart stores across the country have absurdly obsolete technology products on their shelves, often priced at close to the original retail price from ten or more years ago. Walmart employees explained to the Consumerst blog that discounting obsolete items counts against their stores' financial targets, but unsold inventory does not, giving store managers no reason to try to clear outdated products from the shelves.

All three of these stories involve incentive systems that have run amok, leading employees to do things that are harming the company. What's more, most employees at these companies probably understand that they're doing the wrong thing, but they feel like they have no choice but to go along with the broken system.

Meanwhile, senior leadership is either unaware of the problem or (as is alleged to have happened at Wells Fargo) actively punishes employees who try to raise the red flag. The end result is that the numbers look good even while the underlying situation in the company gets worse and worse.

How do companies get in this situation? I see three key factors:

  • An over-reliance on a few specific metrics. Metrics and goals are important (you couldn't manage a large organization without them), but they are only a distorted reflection of the underlying state of the business. It's a mistake to believe that metrics, by themselves, tell the whole story. Leadership needs to stay connected to what's going on in the front lines of the organization.
  • Overly rigid goals. Bright-line targets are easy to administer and seem fair on the surface, but the real world tends to be a more complicated place. It's better to focus on an employees overall pattern of behavior, even if it's harder to quantify, than on whether some particular metric meets an arbitrary threshold.
  • Punishing failure rather than rewarding success. There's no metric that can't be gamed, and punishing employees for failing to meet their targets forces them to choose between cheating the system or accepting the punishment. Because most people react much more strongly to punishment than an equivalent reward (think about the difference between getting a $100 bonus vs. having your pay docked $100), punishing failure can encourage employees to do whatever it takes--even if they know it's wrong--to avoid being punished.

There's a strain of business culture that says an executive's job should be to set rigid goals and deal mercilessly with those who fall short. My view, however, is that true leadership means understanding what's really going on deep inside the company and ensuring that everyone is pulling in the right direction. Goals and metrics are just one tool for this, and an imperfect one at that. And when used improperly, they can lead to some very bad results. 

Easy Customer Interviews with Salesforce Marketing Cloud Peter Leppik Fri, 2017-05-05 14:44

I'm excited to announce that Vocalabs has released a Salesforce Marketing Cloud app that integrates with Marketing Cloud's Journey Builder to make it easy and painless to incorporate customer interviews into any Marketing Cloud journey.

All you need to do to is drag the Vocalabs icon into your Journey Builder journey* and we'll call your customers for phone interviews. It's really that simple -- we do all the work. All the data transfer and integration happens seamlessly behind the scenes.

(*We also need to design your interview script, which is part of our setup. But we'll want to collaborate with you on the script, so technically you do have to do a little more work than just that.)

It's never been easier and more painless to use the in-depth feedback of phone interviews. We don't require any minimums or contractual commitments, so you can begin and end customer interviews whenever you want, and do as many as you need. This is truly phone interviews on demand.

You can get more details and watch a short demo video on our app listing page. Check it out, and see just how easy it is to start getting the actual voices of your customers.

Issue #105 of our newsletter Peter Leppik Thu, 2017-04-27 15:52

Today we published the 105th issue of Quality Times, our newsletter about all things Customer Experience and Customer Feedback. Email subscribers should have received their copied earlier today, and you can subscribe here.

This month I discuss the recent United Airlines fiasco. While it's always a bad idea to beat up your customers on video, most commentators have overlooked the fact that Delta Airlines also could have had a very bad PR month--but didn't. The reasons why United got all the bad publicity and Delta avoided it hold some important lessons for Customer Experience professionals.

As always, I hope you find this interesting and informative. Our newsletter is one of the ways we keep in touch with current and prospective customers, so if you know someone who might be interested please pass it along.

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