I’ve been in the automotive industry for some time and concerns about dealership attempts to interfere with the customer satisfaction measurement process have been around for a long time as well, but lately they seem to be intensifying. Do you know how to guard against survey manipulation? My hope is this blog will give you some things to think about, start a conversation, and help you understand my perspective on how manufacturers can work towards addressing survey manipulation.

Here’s what I’m seeing. The first step most manufacturers and suppliers take is to put processes in place to identify dealerships that attempt to manipulate survey results. While this step is extremely important it only addresses part of the problem. To effectively address this issue, manufacturers, dealers, and customer satisfaction measurement suppliers need to work together.  And how they do that is by:

  1. Establishing, communicating, and consistently enforcing consequences and a strong anti-manipulation policy
  2. Designing survey systems that make manipulation of survey results difficult
  3. Setting up systems and processes to identify dealerships that attempt to manipulate survey results
  4. Defining acceptable practices and working with dealerships to implement them
  5. Designing reward and compensation programs that minimize the motivation to manipulate customer experience measures 

Establishing Consequences

Consequences of engaging in unacceptable practices need to be specified in advance and communicated to dealerships. These consequences need to be enforced if dealerships are identified as engaging in survey manipulation. Manufacturers will need to utilize consequences which they have the ability to enforce. Effective consequences include:

  • Assigning the lowest score to manipulated surveys
  • Requiring dealerships to reimburse the manufacturer for the cost of conducting their CSI surveys for the time period under which manipulation occurred
  • Denying customer satisfaction-based compensation or rewards to dealerships that have manipulated their scores
  • Subjecting dealerships that have been identified as manipulating their scores to audits of all or many of their manufacturer programs
  • Including language in the manufacturer/dealer franchise agreement that customer satisfaction survey manipulation is grounds for removal of the franchise 

Making Manipulation Difficult

Manufacturers and their customer experience suppliers should design systems that make survey manipulation as difficult as possible. These systems need to be continually monitored and updated to address new methods of survey manipulation.

Some ways to make survey manipulation difficult include:

  • Use contact information that can be verified
  • Use manufacturer databases, not dealership management systems, as the source of sales and service samples
  • Don’t conduct point-of-purchase/point-of-service surveys
  • Use contact information that can reach all, or almost all, customers
  • Use multiple contact methodologies
  • Allow customers the option of remaining anonymous

Designing Processes to Reduce Manipulation

The less likely dealerships are to get caught manipulating survey results, the more tempting it will be for some of them to try. Therefore, processes need to be put in place to identify potential survey manipulation. These processes will be specific to the given project and the methodologies used, but can be broadly categorized as follows:

  • Examine customer contact records for suspicious mail or email addresses and phone numbers
  • Examine incoming materials including IP addresses
  • Examine customer comments
  • Examine contact resolution reports
  • Examine the actual data
  • Randomly audit survey responses
  • Include a survey manipulation question in the survey

Implementing Acceptable Practices

There are many practices dealerships can implement that both increase customer satisfaction scores and improve the customer experience. If manufacturers embrace these practices and work with dealerships to implement them, dealerships will have less need to engage in unacceptable survey manipulation. Some practices I have seen encouraged by manufacturers include:

  • Showing a blank survey to all customers and requesting that they fill it out honestly and return it
  • Asking customers if they are unsatisfied about anything regarding their experience and attempting to resolve the issue
  • Telephoning customers within a few days of a sales or service event, inquiring about their satisfaction, and engaging in appropriate efforts to resolve any dissatisfaction
  • Explaining the importance of receiving customer feedback for both the dealership and the manufacturer

Minimizing the Motivation to Manipulate

While it is important to hold dealerships accountable for their treatment of customers, and compensation based on customer satisfaction scores is the most obvious way to do that, I believe the way in which some reward and compensation programs have been designed has exacerbated the problem of dealerships attempting to manipulate the system. Some suggestions for setting up programs that minimize the motivation to manipulate results while still holding dealerships accountable for customer satisfaction are:

  • Compensate/Reward based on several desired business metrics of which customer satisfaction is only one.
  • Use a tiered compensation strategy rather than an “all
or nothing” strategy.
  • Separate the dealership performance appraisal process from the dealership diagnostic process.
  • Require large sample sizes for determining scores.
  • Keep monetary rewards at a reasonable level so they remain rewards and do not turn into business necessities.
  • Consider non-monetary rewards

While many of these concepts and steps to reduce survey manipulation are all being done by most manufacturers, few are doing all of them together.

Don’t Forget You May Be Different

Survey manipulation is a systemic issue, but it affects vehicle manufacturers differently. Each manufacturer, with input from its dealerships, needs to decide what practices are acceptable and unacceptable. Each manufacturer needs to determine how seriously it wants to pursue this issue and how serious consequences should be to its dealerships who engage in unacceptable practices. This blog offers some guidelines and ideas manufacturers may want to consider when making these decisions. I’m always open to answer questions and I would enjoy hearing what you’re doing or your thoughts about survey manipulation, feel free to join this conversation on CX Café or check our webinar on survey manipulation.

As long as there are customers, there will always be issues, complaints, and disagreements.

In fact, nearly every morning’s news report brings another example of a self-proclaimed “customer-centric” company failing—and shockingly, sometimes injuring—its customers.

Let’s be honest: Pleasing every customer, every time—while an admirable goal—is simply not possible. But failing to meet customer expectations doesn’t have to be all bad. In fact, it’s an opportunity to not only redeem the customer relationship, but—when handled with skill—also significantly improve it. There’s another, nearly-untapped benefit: It’s a chance to empower employees to take greater ownership of the customer experience (CX) and increase their own engagement in the process.

Customer complaints typically end one of two ways: They’re either resolved satisfactorily…or they’re not. When resolved successfully, customers are turned into loyal brand advocates while employees receive an enhanced sense of self-efficacy, a more positive CX orientation, and experience higher levels of motivation, confidence, and morale. However, a lack of resolution can drive customer churn and cause emotional exhaustion, frustration, and disengagement for employees over time.

A few years ago, we were working with the contact center of a leading financial services company and quickly identified an increase in the number of customers calling to check on the arrival statuses of their new credit cards. In an attempt to quell customer concerns over potentially lost or stolen cards, the company’s service agents acted quickly to void the original cards and ship new cardsovernightto anxious customers. They were handling the situation exactly how they had been trained.

Taking additional calls, issuing new cards, and utilizing expedited shipping were additional expenses for the companyand were ultimately not addressing the root of customer concerns. In fact, immediately shipping a new card perpetuated the perception that the original card had been lost or stolen, and customer satisfaction continued to lag.

Aside from salvaging individual customer relationships, there’s much more to be gained from customer complaints. The one-on-one interaction between an employee and a customer is a unique, individualized, and often emotionally charged experience. And it turns out employees have a lot to say about it. In fact, one InMoment study found that 33% of employee engagement surveys contain feedback relating to an aspect of the customer experience. Frontline staff have a range of perspectives on the multitude of factors influencing the customer experience that individual departments or leaders simply cannot know. But collecting the intelligence that comes from this interaction—in a systematic, in-the-moment way—is rarely accomplished.

Back to the financial services company…Ultimately, it came down to trust. From the customer’s perspective: You sent me a new card, but what happened to my original? Why didn’t you do enough to protect my personal information and finances in the first place? However, in actuality, cards are very rarely lost or stolen in transit.

Using feedback collected from call center staff—both supervisors and agents—the company implemented new protocols to reinforce customer trust. It sent regular text and email tracking updates for cards. It retrained agents to place a special emphasis on the shipping window/anticipated delivery date of the original card and coached them to reiterate that timeframe to customers who called prior to the deadline. Not only did the company see a cumulative savings of approximately $3.5 million in a single year, but it increased customer satisfaction, trustand employee moral.

How this particular organization handled these customer complaints said a lot about its culture. It listened to its customers and employees, empathized with the pain points of the customer experience, and worked together across the enterprise to take action. Most importantly, it promoted a culture where people felt empowered to speak up because they knew that the company had their backs.

How customer complaints are handled is the ultimate test of your company’s culture. It’s a microcosm of how your company thinks, feels, behaves, and adjusts. When opportunities present themselves, how do you respond? Are you reactive or proactive? What sorts of relationships do you have with your customers? Are you able to identify areas for improvement, notify key stakeholders, and take action? Do you have clear resolution practices that address specific complaints but surface broader insights? And most importantly, do your employees receive the training, support, and guidance they need to effectively solve customer concerns with genuine care?

By empowering your employees to have a voice in CX, and equipping them with the necessary tools to not only appease—but truly please—customers, everybody wins.

As a follow up to our recent white paper on resolving customer issues, we teamed up with CustomerThink for a webinar on closing the loop.

Led by InMoment’s SVP of Global Business Development, Erich Dietz, the webinar provided additional insights on closing the customer feedback loop more effectively, reducing business costs, increasing revenue, and creating loyal brand advocates.

Here’s a roundup of some of our favorite quotes and findings from the webinar:

To learn specific best practices on closing the loop, you can watch a recording of the webinar.

What we call Customer Experience (CX) is the total effect of each interaction between brand and customer over the course of the entire relationship (and it’s really all about how they feel). Positive feelings = effective CX, whether the interaction happens in a SaaS product, on a social media page, a website, over the phone, in person, or driving on the freeway.

This isn’t the same as User Experience – not at all.

Whereas UX is commonly concerned with evaluation of your product or website – a very limited scope – CX encompasses the entire experience of each customer from end-to-end, including touch points on your website, off your website, offline, on mobile, and person-to-person contact. You need both.

Fortunately, UX can be relatively easy to optimize.

Optimizing CX, on the other hand, can seem like an impossibly large task.

But keep in mind: CX is the sum total of specific, concrete, controllable occurrences. You know exactly when and how your customers interact with your brand, right? (No? You should – if it happens online, it’s all trackable). Your task then becomes understanding which CX metrics to track and how to use those metrics to create unbeatable – unforgettable – customer experiences for all.

Why is CXM so important?

Customer Experience Management (CXM or CEM) is a burgeoning field because CX heavily influences the likelihood of three very important actions:

  • Repeat purchases
  • Referrals
  • Complaints

Repeat purchases and referrals are growth engines, decreasing the cost of acquiring new customers, decreasing churn, and increasing lifetime value.

Complaints – especially public ones on review sites – are damaging, influencing untold numbers of prospects to look elsewhere for solutions.

CX can also act as a powerful differentiator in a sea of similar products and services. It’s a key to not only increasing revenue, but also gaining lasting competitive advantage. Studies have shown that 86% of customers are willing to pay more for better CX.

And, in a study published in the Harvard Business Review, researchers found that “Customers who had the best past experiences spend 140% more compared to those who had the poorest past experience.”

It should be a ‘no-brainer,’ but you know how the saying goes: What gets measured gets managed.

First, a summary of the CX measurements we will cover.

The Most Important CX Metrics to Track

      1. Net Promoter Score

      2. Customer Satisfaction

      3. Customer Effort Score

      4. First Response Time

      5. Problem Resolution Time

      6. Contact Volume by Channel

      7. Social Listening Stats

      8. Referral & Review Rates

Now, let’s dig into each one.

8 CX Metrics: Definitions (and What to Do with Them)

      1. Net Promoter Score (NPS)

        Net Promoter Score is a simple survey that asks users to rate, on a scale from 1-10, how likely they are to refer the product/service to a friend or colleague. Those who score 9 and 10 are your promoters – they are delighted with your work and are more likely to buy more and bring their friends. People who score below a 6 are detractors. They are not having a good experience, not at all, and are very likely to tell other people about it!

        NPS is a classic “brand metric” but product teams, like those at IBM, are using NPS to improve customer experience.

        In-app NPS survey

      • How to use NPS for CX: We’ve written a whole book on this topic, but here is a new, innovative approach: Use an NPS threshold as a go/no-go milestone before launching a new product or feature out of beta.IBM is developing a new Slack-like communication product for their customers’ teams. Using IBM’s Watson machine learning and NLP (Natural Language Processing) capabilities, this SaaS product can summarize channel conversations for those who don’t have time to wade through all the team chatter. The AI also aims to summon and post in-channel all relevant information about sales opportunities that are discussed by the team. When asked when the product will be on the market, Inhi Cho Suh, General Manager, Collaboration Solutions at IBM, proudly says, “There is no launch date.” She is measuring Net Promoter Score in this new SaaS application to capture real-time feedback, and says the product will only be released when it earns a satisfactory NPS from beta users. 

Get the ebook, The Modern Guide to Winning Customers with Net Promoter Score. Learn eight ways to optimize customer experience with a real-time approach to NPS.

      1. Customer Satisfaction (CSAT)

        A CSAT survey asks a customer how satisfied they are with a recent interaction – often a purchase or customer service call – on a rating scale.

        CSAT survey in-app from Wootric

      • How to use CSAT for CX: This is an incredibly valuable metric to track when you’re trying to optimize for CX, because this metric will show you which specific interactions are most in need of improvement. It is most often used after an interaction with Customer Support. Use it as a compass to point you in the direction of where your attentions are most needed. Depending on your survey program, you can deliver these surveys in-app, and choose various survey formats – even an emoticon scale. Using CSAT at journey points is a new way of leveraging this time-honored metric.  For more information on CSAT, check out our previous post.
      1. Customer Effort Score (CES)

        A CES survey asks the customer “How much effort did you have to expend to handle your request?” and is, perhaps, the most telling metric of how positive your customer’s experience has been. The harder it was for them to get an answer, the worse their experience, and the lower your CX.In-app CES Customer Effort Score Survey Some say “effortlessness” is the most relevant attribute of customer satisfaction. “If I had to choose only one KPI, I would use Customer Effort Score (CES). While the relative importance of effort as a driver of satisfaction differs depending on your company’s business model — e.g., selling shoes online vs. providing legal advice — it is a measure of one thing that all customers have in common: using your products and services should be as easy as possible. Nobody wants to expend more effort if given the choice.” – Mark Mollet, Customer Experience Manager at Helpling (source).

      • How to use CES for CX: Typically, you’ll deploy a CES survey after a customer support interaction. But, more and more SaaS companies are using these to gauge the effort required during the onboarding process (the point at which users are most likely to churn). The results of the survey will tell you how easy your onboarding process is, and you should see your numbers improve as you work to simplify the process.
      1. First Response Time

        This is the amount of time it takes a company to respond to a customer query. Customers expect very fast response times, and when brands don’t meet their high expectations, they become frustrated and CX drops. How fast is fast? Studies show that 53% of customers find 3 minutes to be a reasonable response time while waiting for a support agent – by telephone. Email is a bit longer at 24 to 48 hours, but the best companies, like Buffer, work on replying within one hour. And then there’s Live Chat – which requires a nearly instant response.

      • How to use First Response Time for CX: The faster the responses, the happier the customers – that’s a correlation that nearly always holds true. But, of course, if it were easy, everyone would do it! So how can we make faster response times easier? One way is by creating a Slack community for customers. ProdPad’s Director of Customer Success observed that email and Twitter weren’t creating the levels of customer engagement they were hoping for (which they knew because they were tracking those metrics). So they created a Slack community specifically for their customers to get instant, direct help, both from the brand and from other customers. Customers don’t even have to participate to get value – they can learn from everyone else. The results speak for themselves: 99% of their churn is from customers who are not part of the Slack community.
      1. Problem Resolution Time

        How fast can you solve a customer’s problem? Or, let’s put it another way: How many people does the customer speak with before the issue is solved? As a customer, there are few experiences more frustrating than speaking to someone who is incapable of solving your problem, then being bounced around to several other people who also are not equipped (not knowledgeable, not permitted, not empowered enough) to offer a solution. This is what Problem Resolution Time measures. You can get the answer with a simple survey, sent after a customer support interaction is completed, asking how long it took to solve the problem.

      • How to use Problem Resolution Time for CX: This metric serves to alert you to problems that affect the efficacy of your customer support program. You’ll probably need to do additional digging to get to the root of the problem (insufficient training? Are agents not empowered to handle issues without managerial oversight? Is it difficult to transfer customers to the appropriate person quickly?). You may not be able to find a quick fix, but once you solve these issues, your CX will improve drastically.
      1. Contact Volume by Channel

        Paying attention to volumes of calls and the number of inquiries you receive may not seem like the key to increasing customer happiness, but Buffer says it is. (Note: A high volume of service tickets isn’t necessarily a bad sign – it means customers want to be successful with your product. It’s the quiet customers you should worry about!)

      • How to use Contact Volume by Channel for CX: Buffer checks for spikes that indicate rushes in support traffic at certain times of day, which they then use to allocate service employees and resources so they are ready to meet demand. Of course, they always have a “buffer” to handle sudden support demands also. Not only does Buffer look for patterns in volume – they also track which channels their customers use most (emails, chat), and which questions are most frequently asked. That way, they know how cost effective it is to create a self-serve knowledge base, or find other methods to quickly and efficiently answer questions.
      1. Social Listening Stats

        Listening to the conversations happening about you via mention.com, or some other tool, and jumping into the conversation can create a community-like, welcoming customer experience that reaches very early in the sales funnel, all the way down to the Customer Success stage. Buffer is really good at this.
        Buffer's social listening on Twitter

      • How to use Social Listening for CX: By monitoring your mentions in real-time, and allotting the human-power to respond in real-time, you’re creating an additional touchpoint with your brand – and another opportunity for positive, interactive, engaging experiences. The best part is: You’re doing it in public. Some potential metrics to use to help with social listening include how many people are talking about you, how many comments hashtag your brand, support reach-outs, Twitter chat participation, and of course, mentions.
      1. Referral & Review Rates

        Perhaps the most accurate measure of customer experience is the oldest: word-of-mouth recommendations (aka. referrals and reviews). NPS measures the willingness to refer, but only tracking actual referrals and reviews will give you the genuine numbers.

      • How to use Referral & Review Rates for CX: Tracking referrals and reviews requires a combination of social listening and a trackable customer advocacy program (which works hand-in-hand with tracking NPS to identify promoters early and encourage them to act). Referrals and reviews not only measure how successful your customer experience efforts are, they can also encourage a sense of personalization and interactivity – but only if you respond and reward these highly valuable behaviors!

Customer Experience is truly the key to retention and growth at its most fundamental levels. When customers love your products, enjoy working with you, feel good about asking questions (and getting prompt answers), and come out of each interaction feeling good about you and themselves, growth and profit are natural byproducts.

However, as natural as this is, when you need to create these positive experiences at scale, you have to track your successes and failures, understand which metrics have the most impact, and come up with creative ways to make your target customers smile at each touchpoint. It’s a tall order, true. But doable.

Improve CX! Sign up today for free NPS, CSAT or CES feedback with InMoment.

In my last article, I discussed how CX will ensure that brands are able to adapt to changing customer requirements in order to stay ahead of the competition. In part two of this article, I will cover why CX strategy cannot exist in a bubble and must continuously reflect the global environment, hopes, and innovative solutions that affect us all. 

Economic, Political, and Social Factors Will Disrupt

In the UK, we are facing a series of challenges that may easily disrupt the flow towards better, more consistent experiences for customers. Let’s ignore what Brexit may do in the long term to human resource. In the short term, we know how inflation—affecting both food and fuel—changes shopping habits.

Recent articles have suggested that rising petrol prices will make customers adapt more of a convenience approach as we reduce car journeys in order to cope. However, history suggests that it may again be the high street stores that most suffer. Towards the end of the last decade, in order to counter the rising trend away from out of town shopping, the Big Four supermarkets (Tesco, Asda, Sainsbury’s, and Morrisons) pushed out more money off coupons and price offers on fuel in their own forecourts. Customers were therefore compelled to take advantage of the cheaper fuel available there, and the convenience channel suffered. Customers also moved back to larger trolley shops, and the “all under one roof” grocery experience. The likes of Tesco and Asda saw their non-food category shares grow as a result.

With rising costs and reduced available cash forecasted in 2017, value for money will become more important as priorities are juggled. This should not be mistaken for a call for more price wars and risk a race to the bottom. Brands need to clearly set out their customer promise, making customers recognise that the brand cares about the experiences that they offer, and deliver against these expectations flawlessly.

There is a key role for CX to support in adapting to these times. When businesses struggle costs come under pressure, including the potential investment in customer experience solutions. It will be even more important to deliver clear ROI linked to their programmes, as well as setting out the longer-term strategic role to be realised. The brands that continue to invest and innovate will be the longer-term winners. CX sustains businesses.

Consumer Trends and the Demand to Take Responsibility

We began 2017 with a series of high profile stands against positions that many people felt uncomfortable. The movement, #DeleteUBER, showed the power that bad publicity could have on any business, with 200,000 customers deleting the app in the midst of the social noise generated around the first US travel ban. We subsequently saw different North American, but also internationally-focused brands, setting out their position and their values. VF Corp stated that they are a “company committed to inclusion”, where “diversity—among our people, our brands, and our consumers—is a source of competitive strength and organizational pride”. Levi’s reminded us all that Levi Strauss himself was an “immigrant”, and declared “empathy, originality, integrity, and courage are perhaps even more meaningful today than they were 163 years ago.”

Both brands were no doubt clear that being honest about what you stand for could be as important as what you do in the eyes of the customer. There are multiple ways in which a customer builds up an experience of a brand, and how you respond to external challenges is one of them. In a climate where the levels of trust are in such short supply, it pays to stand out for doing the right thing. Delivering great experiences, not just products, will count more in this new world.

Tackle 2017 with a Clear Purpose

In summary, trust needs to be gained, built, and retained by brands and CX can help pick up concerns quickly—and at a robust volume. Another clear role for the CX industry is to unearth the stories that show how worldviews are changing and allow businesses to act.

We know that to be successful brands need to focus on setting positive and long-term goals for their customer experience strategy. There need to be regular reminders of the progress being made against these objectives at a senior level to ensure focus and how the investment in the customer has delivered results that overshadow the investment involved.

CX is not only an operational solution, but should strategically support the brand purpose. An attitude of doing the right thing in order to build a sustainable, healthy, safe, and inclusive future should be considered a moral and commercial imperative for brands.

Auto-Analyzing Sentiment in Survey Feedback using NLP

Wootric (now InMoment) uses CX metrics—Net Promoter Score, Customer Satisfaction and Customer Effort Score—to monitor customer experience for high-growth companies. We take a customer-centric approach to survey design. For example, our modern 2-question Net Promoter Score survey invites customers to elaborate freely on the reason for their score. We deliver millions of surveys that achieve response rates of 30-40%, generating thousands of pieces of unstructured customer survey feedback each week.

Why Is Survey Feedback Important?

Because when you communicate directly with your customers, they can identify exactly what works, what doesn’t work, and where the pain points are that may be detracting from their experience. Honest feedback gives you the insights you need to make improved business decisions and optimize the customer experience. As such, the right customer survey can play a significant role in increasing customer retention and helping your organization reach its goals.

Two Step in-app NPS Survey to collect survey feedback

Customer feedback comments are a treasure trove of information that can help a company shape their product and service for success. Until now it has been difficult for a Customer Insights Manager or customer experience management (CXM) teams to mine and aggregate qualitative data for insights that can guide business decisions.  

Auto-Tagging with Sentiment Analysis

We recently announced early access to a new product feature: auto-tagging. For auto-tagging, we use our homegrown machine learning system along with Google Cloud Natural Language API to automatically categorize open-ended customer-survey feedback that our customers get as part of their NPS, CSAT and CES programs. The goal is to help companies put some structure to all of this qualitative data. We have a long list of customers eagerly waiting to get their hands on this feature. It’s a good problem to have.

In addition, we are developing the ability to identify the sentiment of the feedback. The goal is to determine not only what the customer was talking about, but to say whether the feedback is positive, neutral or negative. It is particularly complex to decipher multiple “sentiments” within a single comment.  

Here is an example feedback comment that we received in response to a Net Promoter Score survey on our own production application (we practice what we preach):

“Setup guide for customizing social sharing on iOS SDK was confusing. Diego reached out with sample code which helped a lot.”

Wootric (now InMoment) is a SaaS product, so our auto-tagger uses a SaaS data training model and applies three tags to this survey response (Documentation, SDK, People), and assigns a NEUTRAL sentiment for the feedback as a whole. This obviously is pretty good, but we want to do more.

Wouldn’t it be nice if we could dig deeper into survey feedback and apply sentiment for each tag as well? In the above example, the customer was not happy with the SDK Set-up Guide, but was pleased with Diego’s assistance.  This nuance is buried under the overall NEUTRAL sentiment. Ideally, the Documentation and SDK tags would be identified as having negative sentiment, while the People tag would be positive.  

We Can Identify Sentiment Associated with People, Team, Organization or Location

Buried survey feedback is not a trivial problem to solve. However, using Google Cloud Natural Language API’s latest feature called “entity sentiment analysis” we have made progress. We can already get sentiment for entities referenced in feedback where an entity is defined as People, Team, Organization and Location. In this case, Diego is an entity of type People and positive sentiment is correctly attached to it.

Example of Auto-tagging an InMoment NPS Survey Response

CUSTOMER LANGUAGEAUTO-TAGSSENTIMENT
“Setup guide for customizing social sharing on iOS SDK was confusing. Diego reached out with sample code which helped a lot.” NEUTRAL
“Setup guide” Documentation    future
“iOS SDK”SDK    future
“Diego”PeoplePOSITIVE

A Business Use Case

Our customers often trigger a CSAT survey using our incoming webhooks and workflows when a support case is closed in their CRM system like Salesforce or Zendesk.



We notice that survey-feedback responses often reference a team or specific person that the customer has engaged with. Auto-tagging this feedback as “People” with applicable sentiment will provide these companies with an easy way to measure and track how customers are feeling about the people aspect of a company’s Customer Success or Support program.

Retain more customers. Start getting CX survey feedback today with InMoment.

It is likely that you already know that customer experience (CX) is important. CX has evolved rapidly in the past few years to become an established part of the way that businesses plan and implement change to achieve their organizational and financial objectives.

Where CX was once essentially a worthy and modern alternative to measuring internal standards through mystery shoppers, improving customer experience is now a strategic and commercial imperative across most leading businesses. This is true across nearly all sectors, channels, and industries. CX now has a readily recognised purpose.

The CX industry cannot afford to stand still. CX leaders need to continually push the boundaries of CX further to ensure its long-term relevance. These messages, ideas, and solutions need to be delivered in the context of the changing realities of our age; including technological, economical, and even political shifts.

In the next two articles, I will break down how to keep your brand relevant in the ever-changing world of CX into two parts:

  • Part One: Adapting to Changing Customer Requirements to Stay Ahead of the Competition
  • Part Two: Building a CX Strategy to Reflect Global Trends

Omnichannel Is Changing the Way We Shop

Year-on-year footfall on the high street is falling, with shoppers’ visits to retail stores declining every year. This trend is down to the increased convenience and improvement in the experiences delivered through digital. There are other economic and social factors behind this fall in numbers that we need to bear in mind.

In the past year we have seen digital retailers open up physical locations (e.g., Made.com, Missguided, and Amazon Go) as companies look to tap into the benefits of offering a full omnichannel experience. They recognise that in order to drive loyalty and sales they need to consider opening up a phygital (physical and digital) offering, as well as the obvious PR in doing something new. Evidence that customers who engage with more than one channel spend an average of 4% more on every shopping occasion in the store and 10% more online than single-channel customers has to be a key incentive to expand across channels. InMoment also conducted a retail study recently, which reinforced this finding.

Omnichannel traffic is more typically weighted towards brands facilitating a greater proportion of online experiences for their customers, even if the purchase is ultimately made in a physical location. Webrooming (i.e., researching products online) especially amongst millennials is a behaviour that has challenged typical journey mapping tactics and entrenched department silos.

There are signs that the collaborative message is landing. We have recently seen Adidas launch an online tour of their flagship store in Stockholm, filmed with a 360-degree camera to create a virtual store experience (and aid the pre store process). Gap has gone further and created an augmented reality fitting room so that customers can “try clothes on” at home.

We can also recognise a blending process where investment is being made to bring the online benefits of ease and personalisation into stores, hotels, and restaurants. Our 2017 global CX Trends Report explored the types and importance of personalisation. From Inamo (London restaurant) where the whole ordering experience is delivered through an in-store tablet through to the trial of facial recognition technology in KFC China to predict customer orders; boundaries are being tested. In retail, we have seen a pursuit of “retailtainment” where stores are reworked as experiential spaces, with the concept of the Hackett Gin Bar in London especially capturing my own imagination (if not yet my spend).

In-store personalisation still remains a challenge even with the most optimised customer relationship management (CRM) systems in place. When one of the best examples of delivering a personal experience is Topshop’s pop-up store on Oxford Street selling Hello Kitty gear with the shopper’s name added on, you have to realise how far we still need to go to get anywhere near the level of sophistication found on the web. 

Technology Accelerates

The past 12 months have delivered fresh excitement in how technology is changing the ways we deliver, train, and share experiences. Amazon Echo stands out as the poster child for the opportunities in artificial intelligence (AI), and rightly has created a lot of buzz. Early adoption does, however, often come hand in hand with risk. For example, the largest supplier of broadband in the UK (BT) regularly struggles to connect to Echo has damaged the initial excitement of customers getting their hands on this new kit and has led to real frustration.

To appear innovative and allow funds to be redistributed to where it is most needed, AI is the way to go. The risk of not going there is probably greater than the investment required in taking the leap. Failure of USA Hearing Care businesses, who did not adopt a 3D approach to manufacturing, to survive has to be a clear warning that failure to quickly adapt to new technologies can be terminal.

Starbucks have been cited as a victim of their own success in tackling the need to provide joined up omnichannel experiences. Mobile pre-orders were reportedly causing stores to struggle, causing slower service—and unhappy customers. Transactions in the USA dropped due to the popularity of their order-and-pay app causing unforeseen strain on the process in store, allied to a move away from traditional malls.

Sometimes there may be the need to turn down the dial on technology. Mistakes will be made, and demand may at times outweigh the capability to cope. Issues will need to be resolved quickly, and we should expect the world to become more “artificial” over the next decade. CX can help us understand at what point technology is seen as an experience enabler ahead of more traditional touchpoints. In the meantime, CX offers a great measurement of a brand’s ability to maintain satisfaction levels whilst evaluating trials of new and innovative kits.

In a recent study by Convey and eft, researchers surveyed 200 retail supply chain executives about the role and importance of customer experience (CX) in the last leg of delivery and its impact on supply chain performance.

The study found that higher customer expectations are leading to new challenges in transparency, speed, and real-time communication between retailers and their customers. For retail supply chain executives, the main priority is now providing a consistently great customer experience, whether that be when shoppers receive packages or need to return them.

The study addressed four major CX issues that supply chain executives encounter:

  • Understanding the importance of CX
  • Struggling with technology that does not address CX needs
  • Integrating CX into business operations
  • Positively impacting both operations and CX

Understanding the Importance of CX

Retail supply chain executives seem to be catching on to just how important CX is to the survival of their business. Of the 200 retail executives surveyed, 83% said that customer experience is now an organization-wide initiative that they are feeling pressure to improve. In addition, 56% reported that CX measurements are becoming a key part of making operational decisions.

These high percentages are significant because they illustrate how retail supply chain executives want better CX, but the technology and success must carry through into operational improvement as well.

Struggling with Technology That Isn’t Addressing CX Needs

One of the biggest challenges for supply chain executives is equipping themselves with technology that is not only powerful, but that also helps address CX needs and improve the overall customer delivery experience. Only 3% of retailers said they have a current program that fully supports improving the customer experience. The overwhelming majority of supply chain executives said that their current programs do nothing to improve the delivery experience.

Integrating CX into Business Operations

In addition to improving the customer experience, supply chain executives said that they wanted to integrate customer experience into their operations. In fact, 71% of respondents said this was crucial or very important to their business. At only a percentage point below that (70%), executives said that it was crucial or very important to improve two-way communication between the brand and the customers regarding delivery expectations, package tracking, and resolution of delivery options.

And just a percentage point below that (69%), supply chain executives said that the ability to take dynamic and proactive action on customer experience issues was crucial or very important. These results illustrate how important it is to get voice of customer (VoC) technology in the hands of supply chain executives.

Positively Impacting Both Operations and CX

Supply chain executives may have accepted the need to integrate CX initiatives into their business, but they say reducing business costs and improving margins is still crucial (51%) or very important (28%).

Fortunately for customers, retail supply chains have recognized the need to provide great customer experiences throughout the entire purchase/return process. Unfortunately, the majority of these brands still need proof that CX has a positive impact financially and operationally on businesses, or at least need a nudge in the right direction.

To learn more about the ROI of CX initiatives download our new eBook, The Five Steps to an ROI-Focused CX Program.

Net Promoter Score is the go-to CX metric for companies that want to measure and improve customer loyalty, a harbinger of growth. Thousands of companies use NPS, from the start-ups of  Silicon Valley to the Fortune 500.  One reason for this popularity is that Net Promoter Score programs have evolved in response to technology and the changing landscape of customer expectations. 

The core tenets of Net Promoter Score have stayed the same since NPS was created in 2003 by Bain & Company. “How likely are you to recommend this product or service to colleagues?” is the NPS survey question, and it is followed by an ask for open-ended feedback. Customers respond on a scale of 0-10 and are bucketed into promoters, passives and detractors based on their response. The formula for calculating the NPS metric is straightforward.

NPS Calculation

However, the world of customer experience management, or CXM, has changed dramatically. A few macro things have happened.

  1. Social media has empowered our customers with a voice — the conversation is no longer expected to be only one way, and negative word of mouth can be amplified quickly. Every voice counts.
  1. We as businesses have to work harder than ever to retain customers — customer experience is increasingly a differentiator and a battleground with more competition and low switching costs.
  1. Companies have many more touchpoints to engage with customers than it did back in 2003.We now have sophisticated mobile devices, web platforms, customer facing point of sale systems. Meanwhile, our customer’s email boxes are overstressed with newsletters and promotions all vying for their attention.

When I ran NPS campaigns back in 2003, I was sending long form surveys to my customers in quarterly batches. Emails with links to long form surveys were considered the ‘innovative’ way to get feedback. Response rates were dismal. Sadly, I still receive some of those today!

This, of course, still is a valid way to collect NPS feedback — you will get some of your customers to go through the effort — but it doesn’t take advantage of any of the macro trends I mentioned above. And honestly, customers are getting smarter and less patient with spammy surveys.

Launching or revamping an NPS program? Get the ebook, The Modern Guide to Winning Customers with Net Promoter Score. Leverage customer feedback and drive growth with a real-time approach to NPS.

How Net Promoter Score has evolved

Modern NPS leverages technology, closes the loop with customers and engages the whole company.  Here is what you should expect:

  • Timely, ongoing feedback. You can keep a real-time pulse on your business. This alone is magical. Reading, sharing and responding to customer feedback as it happens — talk about raising the profile of the customer’s voice inside a company!
  • Modern NPS survey is short and to the point — just the NPS rating and open-ended feedback. A 10 or even 5 question survey? No way.  Survey fatigue is a real issue. Keep it short and you will get many more customers to tell you what’s most important to them.
  • Reaching customers where they want to give feedback, in a low-friction and lightweight way. For example, in-app surveys that take seconds to complete may a better experience for SaaS customers than dealing with another email survey in a crowded in-box. E-commerce companies may use a combination of in-app, email, or SMS to reach their customers depending on where they are in their journey.Tow Step in-app NPS Survey by Wootric
  • High response rates — your expectations should jump up from single digits to 30-40%. Customers are willing to give you feedback cycle after cycle because it’s easy. 
  • Leverages intelligent NPS software. Software that is designed to get your business to action faster. It’s giving you analytics. It’s helping you comb through open-ended text and sentiment. And it’s making the process of closing the loop with customers easy and turnkey.
  • Customer feedback is shared internally. It doesn’t get buried in spreadsheets and left unaddressed. It is shared in Slack, it is routed automatically to departments to take action in their systems of record such as Intercom, ZenDesk or Salesforce.

Net Promoter Score has come a long way, and the end result is better outcomes for companies and their customers.

Start getting free Net Promoter Score feedback today. Signup for InMoment.

To differentiate themselves as great places to work, companies are thinking further outside the box than ever. While always-full snack closets, company game rooms, and offices that double as doggy day care are attractive perks, do they—and other employee engagement efforts—truly deliver the return on employee loyalty companies are looking for?

It’s no secret that engaged employees are more productive: less likely to spend a good portion of the day scrolling through their Facebook feed, or worse, job hunting on LinkedIn. They’re also much more likely to provide a better experience to your customers, and this less/more combination both saves and makes your business more money. But what leads to the type of sustained engagement that maps to positive bottom-line outcomes? Is it competitive pay, creative benefits, and room for professional growth? The opportunity for a positive work/life balance? Being equipped with the tools needed to do the job effectively?

Of course, all these factors matter immensely in the employee engagement formula. But years of research and working with some of the world’s leading brands has led me to a surefire way to ensure your employees deliver for you and, in turn, your customers: make sure they know they are valued.  

Notice I didn’t say make them feel valued.

Think about your friends and family. How do you know they value you? In my experience, it comes from trust, respect, and being asked for my input or opinion on important issues. And while the employer/employee relationship is different in many ways, the general idea is the same: If you want your employees to know they are valued, you have to actually demonstrate—consistently—that you value them. And a good place to start is asking for their honest ideas on how to deliver a better customer experience (as well as what’s preventing them from doing so).

Customer experience is more than a soup de jour. It’s a data-backed way to outpace your competitors. The employee’s perspective on improving the brand’s delivery of customer experience—known as Voice of the Employee (VoE)—empowers employees to take ownership of CX outcomes. And when you ask employees for their advice on improving CX—at established touchpoints and intervals, through ad hoc invites and “always-open” portals—and then act on that advice, they know they’re trusted, respected, and valued. They know this because you have made them part of the solution.

While the traditional mentality focused on creating the right working environment for employees, this new model takes a collaborative approach to problem solving and innovation, asking “What can we do together…and how?” It moves away from asking employees if they feel valued to ensuring value is manifest through action. It’s about getting to a point where you don’t have to ask—because you know. It’s not just one-time feedback; it’s the beginning of an ongoing conversation.

With technology, what was once a complicated, siloed, and often ineffective web of processes can now be streamlined and expedited. Sophisticated listening tools allow companies to systematically collect and run complex analyses on both customer and employee feedback, surfacing correlations and trends, and identifying both failures and successes. Tech can even automate some tasks for employees: prioritizing cases, routing customers to the places and people where they can get the right answers, and serving up content personalized to their preferences. Automated systems can also arm your front line with in-the-moment intelligence, empowering them to have the most effective interactions possible. And with processes like machine learning and artificial intelligence built into some of the more innovative solutions, these systems get smarter and even more effective over time. In essence, technology is a value-building tool that empowers employees to be your greatest CX advocates.

The result: Employees are providing more value to your customers and your brand, and they are more successful in their roles. In other words, you are helping them be—not just feel—more valuable.

While a number of aspects factor into employee engagement, VoE goes beyond salary, benefits, and foosball tables. It gives your employees a permanent seat at the decision-making table. By making employees part of the solution, companies are rewarded with not only a passionate, empowered workforce, but also new ideas and insights even their customers can’t provide.

Most customer success articles you’ll read talk about helping customers reach their ideal outcomes – ideal outcomes are the most important thing, the very job description of customer success. But there’s another job that comes before ideal outcomes, one which, if done poorly, will result in churn even if ideal outcomes are achieved.

Setting expectations.

Let’s begin with a cautionary tale – a true story – of a SaaS app that failed to set expectations that matched what the app did.

It’s a fitness app which shall remain nameless, but it’s much like its primary competitor, MyFitnessPal. Unlike MyFitnessPal, it offered a sleek, integrated user interface that seamlessly brought together exercise tracking via pedometer and nutrition tracking, but it also offered something more: A personal fitness coach. (I should also mention that this particular fitness app is one of the most expensive currently on the market – but for such personal attention? Totally worth it.)

Except.

While on the website copy and in the app itself, this company promised a customized approach to getting fit, complete with a personal wellness coach who would be accessible via private chat to offer encouragement at times of crisis and temptation, it didn’t deliver as described.

Within a few days, it became apparent that the “personal coach” is really only accessible via group chat. In fact, if you try to contact the coach via the in-app private chat box (which even has the coach’s picture on it), the coach will never actually see your message – you’ll get an automated reply from a bot.

When all of this was revealed – in the group chat room – every participant was taken aback, and several initiated their free trial cancellations within days.

Even though they liked the app.

Even though they were already seeing the results they’d hoped for.

Yes, even when customers were achieving their ideal outcomes, because of the mismatch between their expectations and the services delivered, they left.

But not before sending feedback – which went unanswered.

It was a customer success failure of a magnitude we don’t, frankly, see very often. And it’s almost painful when you realize that nearly all of their churn was completely, 100% avoidable.

If only they had matched customer expectations to what they were actually prepared to deliver.

What it felt like was a bait and switch.

Setting expectations is a foundational element of customer success

“There are three key tasks that challenge every Customer Success team in its initial phase of development. The first is to appropriately set and manage perceptions and expectations, both of the customers and of the rest of the company. The second is to establish a clear and necessary connection to significant revenue streams and profitability. The third is to gather, analyze and use the right data to fulfill the group’s mission.”Mikael Blaisdell ED, Customer Success Association

The fitness app example above is a classic case of sales and marketing not being aligned with product development, customer service, and customer success. Clearly, none of these departments were speaking with each other, or customer service could have told marketing that customers were complaining about being misled. Or marketing could have spoken with produce development to see how they could better deliver on the promise that was bringing people in the doors.

None of these things happened, but an empowered customer success team could have bridged these gaps.

Customer success, of any department, has the power to bring people together. Because, at the end of the day, we’re all working for the customers’ success. We’re all trying to create a product and experience that works.

If you find yourself spending time trying to “adjust” customer expectations, check in with sales. Check with marketing. Check with customer service. See where the disconnects are, and what you can do to address them and bridge those gaps.

7 Rules to Set Customers up for Success with Expectation Management

Rule #1: Communicate

The key to setting expectations – and setting customers up for a successful experience – is really communication. Not only do you have to communicate clearly and accurately with the customers themselves, you also have to keep lines of communication open with all of the other departments who have a hand in creating the customer experience.

Rule #2: Don’t overpromise (and under-deliver)

That fitness app made promises it clearly never intended to keep – maybe that was intentional (a real bait and switch!), or maybe it was the unhappy result of teams failing to communicate what was possible to deliver. Either way, they committed the cardinal sin of expectation management – they created a high expectation and failed to reach it.

Rule #3: Know what you can and can’t do

To avoid overpromising, you have to know what you can afford to do for customers. Often, this isn’t easy because management and customers expect that you can do more than is realistically possible, which means you have to manage expectations on both sides. If it’s a time issue, start tracking how much time it takes you to do certain tasks, or to serve each customer. If it’s a funding issue, keep tabs on what it costs to deliver everything that is expected. Then you can build a case for getting more funding, or pairing down services.

Rule #4: Talk through obstacles

When working with customers to define their ideal outcomes and success benchmarks, discuss potential obstacles from the start. Discussing potential issues before they arise prevents  customers from getting nasty surprises, and prepares them to work with you to overcome these roadblocks.

Rule #5: Value your customers’ trust

Nothing upsets customers more than feeling like they’ve been duped – that you’ve violated their trust. Trust is easy to lose, and nearly impossible to win back. And once a customer stops trusting you, they stop being customers and become detractors, telling everyone who will listen their story about how you let them down. Customer loyalty, lifetime value and retention are rooted in trust. And without them, your SaaS business can’t survive.

Rule #6: Track user behavior & sentiment

It sounds like SaaS 101, but clearly not all SaaS companies are tracking when and why users are bailing out of the onboarding process. If you don’t have a system in place to send “red flag” notifications when users are exhibiting signs of distress, you’re losing customers and probably don’t even know why. It’s well worth the investment to purchase a good user survey system to keep your finger on the pulse of CX metrics like Net Promoter Score (NPS) for customer loyalty, or Customer Effort Score (CES) to keep tabs on how onboarding is going. 

Setting up a customer feedback program? Start getting in-app NPS feedback or CES feedback for free with Wootric

Rule #7: Let them know when you’ve exceeded expectations

Okay, now for the fun one: When you’ve exceeded expectations (or when they’ve reached a milestone faster than expected), make sure they KNOW it! Celebrate with them. Point out their successes and you’ll help to reaffirm their high opinion of you.

Customer success teams are uniquely positioned to understand the whys behind the whats of user behavior. But if you keep all of your insights to yourself, without sharing them with other departments, you’ll continue having to “manage” mis-aligned expectations. Set yourself up for success (and your customers too), by addressing expectations early.

Are you meeting customer expectations? Get started with free in-app customer feedback with InMoment.

Have you ever been asked to find an answer in a set of customer data only to find out that it involves combining information from multiple siloed sources, millions of data points, and no clear indicator of where to even begin?

Then, adding insult to injury, have you ever been given a limited amount of time to locate the insight, share it, and get it in the hands of the right people within your organization who can act on the insights you provide?

If this situation sounds familiar, know that you are not alone. Searching for insights in your customer data can be a little bit like going on a time-sensitive treasure hunt without a map. You know there are valuable customer insights buried within the mountains of data, but you don’t know where to start digging—or where the treasure is hidden.

Analysts have always had obstacles in their way, but as technology advances and the channels in which customers provide feedback increase, so does the amount of data that needs to be analyzed. Siloed data and working with multiple tools makes it challenging for analysts to make sense of customer stories in a timely manner.

Take two of our clients, for example. One brand has a team of over 50 analysts ready to dive into issues as they occur. The other brand has a smaller team of about five. Despite the stark differences in size, each team takes about 30–60 days to find insights. While these analysts are able to surface insights from the customer data sets they’re working with eventually, it’s often too late to take meaningful, business-driving action.

InMoment’s latest product, Discover™, is designed with analysts in mind. It’s an always-on customer experience analyst tool that sifts through the millions—sometimes billions—of unstructured customer data points in real time to identify trends, anomalies, insights, and sends you automatic alerts, so you know exactly where to find your brand’s CX gold before it’s too late.

Here are some of the other ways Discover helps CX analysts:

  • Helps pinpoint where to start digging, so you can be proactive, get answers more quickly, and understand if something significant is happening in real time
  • Identifies unexpected issues you didn’t know to look for
  • Addresses pain points of analyzing unstructured data
  • Collates data from a variety of sources (even data from other VoC vendors) and determines impact of issues on your main scoring metric.

You don’t know what you don’t know. Discover helps you act more quickly, and provides you with a more accurate pulse on emerging trends and issues.

Where are your customer insights hidden?

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