I recently received an email inviting me to fill out a customer satisfaction survey from one of my favorite online outdoor equipment retailers. I freely admit that I only opened it out of competitive curiosity. When I opened the email, and it promised to take only two minutes and ask two simple questions, I exclaimed, ‘An NPS survey! ROCK ON!’

But that was me speaking as the survey taker. As a data scientist and survey analyst, I recognized the shortcomings of an NPS-style survey. There’s no way to control the data points in the sample, so this equipment retailer wouldn’t be getting the data required to slice and dice my results in interesting and meaningful ways.

For example, they wouldn’t be able to narrow results down to a particular type of service, a particular shift, or a distinct product. They wouldn’t even be able to do a basic regression analysis to identify key drivers. On the other hand, is it really worth it to swing the opposite way and create an experience-killing 47-question survey? Probably not.

Which brings up one of the major conundrums faced by VoC practitioners today:

There is a fundamental disconnect between the way customers want to share their experiences and the way researchers want to control the scientific sampling of information. The result is friction in the feedback process.

No More “Us Vs. Them”

Consumers want fewer questions. Companies want robust analysis. The smart companies are doing what the consumer wants—but the even smarter companies are finding ways to satisfy the interests of both parties.

Today, there are ways to begin cutting the length and overall friction from your satisfaction surveys today, without sacrificing your useful back-end insights. Here are three things I would recommend to any forward-thinking customer experience practitioner trying to find the fabled frictionless feedback:

1. Use the Power of Text Analytics

Shorter surveys don’t have to mean smaller data sets, as long as you’re asking the right questions and taking advantage of powerful natural language processing engines. Mindshare Monitor™ and Mindshare Discover™ are both supercomputing solutions that can extract profound structured meaning from free-form text.

Learn all you can about using this powerful technology, experiment with it, and find out which of your survey questions have become redundant.

2. Separate Your Feedback Channels

Just because you’re favoring shorter surveys doesn’t mean you have to completely give up on longer market research-style surveys. You can dedicate separate feedback channels to administering two separate surveys simultaneously:

1. A short review-style survey that any customer can comfortably complete.
2. A longer research-style survey providing granular details for analysing new product introductions or marketing research.

Your goal should be to offer your customers a good feedback experience while still collecting enough data to power other types of analytics.

3. Shorten Surveys

Identify which data points are the most important to your goals—and ruthlessly eliminate the rest. Not only will this provide a better experience to your customers, it will drastically simplify analysis. If you’re collecting more data points than you need, you might be creating more questions than you are answers. If you can’t arrive at a decisive action after asking yourself a “so what” question, consider eliminating the metric.

For example, a restaurant survey may have a question inviting the customer to “rate our tabletop displays.” You learn you have an average rating of 73 out of 100. So what? Well, it means your displays should be better. So what? Well, a 10% increase in those ratings should mean people learned more about your product. So what? You get the picture.

Think Forward and Implement Now

Customer tastes and preferences around survey-taking behavior are changing. The forward-thinking customer experience practitioner will see this as an opportunity to start implementing the most advanced review-oriented survey techniques to provide a great frictionless feedback experience to customers—while collecting an even broader data set.

Restaurants, bars and pubs rise and fall based on the experiences they provide to their guests. This can be particularly challenging for multi-unit operators where location managers must walk a fine line between maintaining a consistent brand experience and tailoring the experience to the demands of local patrons.

Managing the Guest Experience

An optimised CEM model should be a priority for any hospitality brand that values the quality of local guest experiences – and it begins with a three-step strategy designed to equip managers with the resources they need to quickly transform guest insights into tangible actions.

Focused Insights

Sending large quantities of unfocused guest feedback to location managers is a losing strategy. Today’s most advanced CEM solutions can empower location managers with daily action plans based on the most recent feedback insights for their location and across the brand. Using sophisticated CEM technology, managers can have an action plan in place within minutes of receiving relevant and location-specific guest feedback information.

Action-Focused Tools

While hospitality chains employ sophisticated feedback solutions, most location managers don’t possess the skills and training it takes to derive meaningful insights from complex reports. A better approach is for brands to equip location managers with technologies that do the work for them. Ideally, managers will be given access to solutions that present focus areas for improvement in a simple, clear user interface.

Shared Knowledge

The social knowledge-sharing capabilities offered by leading CEM solutions can provide several benefits. Less experienced managers gain access to virtual knowledge centres and other resources that work to fill gaps in their brand experience. Additionally, fostering this type of communication within a brand helps to build the brand’s internal community. Regardless of the amount of experience, all location managers have the ability to turn guest feedback data into specific improvement actions that can be shared as best practices brand-wide. This crowd-sourcing helps ensure a consistent brand experience and optimises the value of guest feedback insights.

A higher level of guest satisfaction (and ultimately brand advocacy) is being achieved through the implementation of CEM solutions and other technologies that give hospitality brands the ability to use guest feedback as a key driver of location performance. Instead of giving location managers more data that they need to wade through, these solutions equip managers with the actionable strategies they need to achieve meaningful improvements in the guest experience.

As a father of a toddler I’m no stranger to fatigue. Interestingly that also plays into one of the most common questions I get asked when it comes to customer experience management – What are some ways to reduce the risk of survey fatigue on the part of consumers?

Within surveys themselves there are four key elements that can serve to minimize fatigue on the part of a consumer:

1. Only ask important questions

Survey length is strongly correlated with drop-off rates in surveys. It is important that surveys only ask questions that are impactful to the results you want to achieve. A market insight driven approach to developing your survey based on a combination of cross-brand best practices and brand-specific loyalty modeling is the first step. Loyalty modeling can statistically determine which factors drive key outcomes, like overall satisfaction and likelihood to recommend, for your specific brand. This allows the survey design to prune questions that do not actually lead to useful results.

2. Make the survey appropriate for the medium

Data collection platforms should support a large range of media: computer web browsers, smartphones and tablets, or phone-based (IVR/CATI). Each media has different needs in terms of structure, length, and question wording in order to prevent fatigue. The ability to vary the set of questions, wording of questions and answers, and the visual layout of surveys for different media allows each survey medium to be used most effectively.

3. Give control to the respondent

Fatigue is caused by the mental state of the respondent – “This is taking too long” or “This feels like work.” Surveys can and should be segmented. All respondents are asked a short set of core questions and then given an option to complete a second longer segment that asked more detailed questions. Empathica’s testing with the same set of survey questions shows that adding this optional element reduces fatigue and results in more fully completed surveys.

4. Selective sampling

If it is not possible to create a survey of reasonable length due to the number of factors involved (operational efficiency, marketing, product feedback, etc.) then selective sampling can be used. This essentially allows you to use several smaller surveys at once. Any particular respondent will be asked a specific subset of questions. The ratio at which each subset of questions is asked can be set. For example, you may want 90 percent of respondents to be asked about operational efficiency and 10 percent about the effectiveness of a promotional campaign. In this manner no one particular respondent must answer everything but the total set of survey responses will give you insight across the full question set.

There are also methods to reducing fatigue across surveys:

Multiple surveys at once.

If you have a need to gather information about several discrete topics at once you can use selective sampling (described above). This allows you to invite a large respondent group and those that respond will be proportionally split across your surveys. You do not need to pre-segment your list and hope that enough respond from each group.

Multiple surveys over time (periodic eblasts).

While most satisfaction surveys are ongoing invitations, they can also be supplemented with periodic eblast services. Eblasts are based on specific lists of contacts and can be segmented to ensure that the same respondents are not over-invited to surveys.

Industry research has proven that the majority of consumers are interested in providing valuable feedback to retailers about their shopping experiences. However many companies seem to forget the tenets outlined above and are left struggling to understand why their programs aren’t getting the anticipated adoption by their customers. Plan to prevent fatigue during the build phases of your program and chances are excellent that you will experience higher response rates and less drop-offs.

One of the most common questions I receive is about how a brand should combat negative comments in social media.

It’s true. There are many horror stories that you are most likely familiar with of negative word of mouth spreading like wildfire through social media. Employees and executives behaving badly, questionable product quality, poor treatment of customers – these are the stories that many people love to spread, and many brands in turn are wary of opening up their social media channels because of this. The reality is however that these are by no means the only comments about brands customers are making online.

In fact, customer experience programs that stress active advocacy may serve as the perfect solution for brands concerned about negative sentiment.

There is an old adage in sports that “the best defense is a good offense.” In other words, by being more proactive in any activity, you can reduce the harm caused by any oncoming risks.

In the world of social media and active advocacy this strategy has two prongs. First, by encouraging happy customers to become advocates of your brand, you can effectively build a safety net of positive sentiment throughout the online world that can cushion the negative effect from any negative comments that may pop up once in a while. What better counter to a negative portrayal of your brand online than to simply reference back to hundreds if not thousands of pre-existing positive stories of great brand experiences from your own happy customers.

A customer experience management program can also serve as an offensive weapon against negative commentary through the alert mechanisms that most have. These customer alerts allow brands to intercept unhappy customers at their moment of truth, allowing an opportunity for management or brand representatives to reach out personally to improve their brand experience before any negative sentiment is released to the world.

Customer alerts while simple in nature can be quite profound in their impact. By connecting brands directly to unhappy customers, brands are able to open up a true dialogue with them, to glean often meaningful insights, while also having an opportunity to create more advocates as well. After all, what better experience to share on social media than a brand so dedicated to customer service that they reached out to you in a timely and personal manner to correct an issue that you had reported.

Two facets of a simple strategy to reduce the risk of negative online sentiment the old-fashioned way: leverage positive word-of-mouth and never take a single customer for granted.

With the buzz surrounding the 2012 Olympic Games reaching fever pitch in the UK and an anticipated 11 million visitors due to descend on the capital city, many organisations will be carefully considering how they can manage or enhance their customer experience for the duration of the event for maximum benefit. However, without the right staff and staff management, a solid customer service strategy, and a way to listen to what customers really want, these organisations are probably risking customer loyalty in the longer term.

The good news is that the pitfalls can easily be avoided by good forward planning and putting some thought into how your location dynamic will change throughout the Games.  To start the process here are my top five tips on how to satisfy customers during this exciting period, learned from working with leading retailers and hospitality organisations over the past few years.

Tip #1 – Hire people who like people

Many brands are going to have to rely on temporary staff over the Olympic period, as regular team members take holidays and extended opening hours result in needing additional resources.

We often see customer satisfaction dip when organisations are reliant on temporary staff  who care less about customers and the success of the company, and may be less customer-focussed (school holidays and Christmas being notable examples).

Be as stringent in your hiring practices for temporary staff as you would for permanent staff – ensure that you are getting people who are naturally inclined to be customer-focussed, and a lot of the potential issues will look after themselves.

Tip #2 – Be thoughtful about your staffing rotations

Think about it, when your manager or deputy manager takes the day off, or when you lack experienced team members in your location, it’s ultimately the customer that suffers.

At Empathica, we see this happen a lot with our clients. We have worked with several organisations to identify weak spots during their trading week (Sundays are chief culprits here!) and improve senior staff cover in locations. As a result, we’ve seen massive improvements in customer satisfaction levels through our Customer Experience Management programmes.

Make sure your best and most important people are spread across the week and don’t leave inexperienced staff to cope alone.

Tip #3 – Let your staff have fun

It’s simple – happy staff lead to happy customers. We have seen on many occasions that one of the key predictors of whether a customer will enjoy their experience – and subsequently actively advocate for a brand – is whether they perceived the team to be enjoying their jobs while they were in the location.

Allow your staff flexibility to get into the spirit of the Olympics, and participate appropriately in the major events, and customers will notice the positive atmosphere and respond accordingly.

Tip #4 – Focus on your customers

This seems like a truism, but is worth mentioning. The influx of thousands of Olympic ticket holders from across the globe is likely to deliver unusual demand patterns and a whole heap of associated logistical challenges. When facing this type of challenge, it’s not unusual to observe organisations turning inwards and focussing on things they feel better equipped to manage: out of stock items, wastage, shrinkage…

But you cannot lose sight of the most important measures: including how your customers feel.

To succeed at delivering a great customer experience, you need to understand what your customers want and focus on delivering it. If you do have a Customer Experience Management programme, make sure you know what your key drivers of customer advocacy are, use the programme to listen to what customers are saying, and reinforce great behaviours every day.

Tip #5 – Think about the tourists…and what they can teach you about your customers!

London in particular will have thousands of visitors from many different countries for the duration of the games. I’ve seen organisations planning extra signage in their locations here because they are uncertain that new customers will find their way to what they want; or simplifying their menus to make the most popular items easier to find; or training their teams to be extra helpful in case they spot customers looking confused while in locations.

If you are doing any of these things, great! Thinking about your customer experience through the eyes of the customer is a positive thing. But one question: why did you wait for the Olympics to do it? Imagine if you’d made these changes a year ago. How many more satisfied, loyal customers would you have spending more with you, and telling their friends to visit you?

“What is the one thing that can make the biggest difference to my customers today?”

This is a seemingly innocuous question, but one that can have far-reaching impact. For local managers this is likely a question they ask themselves every day. Their job is to motivate and guide their staff to deliver great branded experiences, and coach them on the little things to focus on to make the biggest impact for their customers.

Getting to the answer to that simple question however, is all too often anything but simple.

Running a location is an all consuming job. Location managers are asked to do many things. In both a figurative and literal sense they’re the ones tasked to keep the lights running on a day to day basis. As such their time is incredibly valuable; from dealing with logistics, to dealing with staff issues, locations managers have little time for tasks that fall outside their immediate duties. In many cases this means managing a customer experience program falls through the cracks.

Customer experience management programs have been used for many years as a mechanism to ensure operational efficiency. In many cases however the results of these programs have hit a standstill. One of the reasons for this is how these programs have evolved into rather complex data analysis programs. All too often programs require managers to focus on time consuming reporting, rather than helping them drive actions and develop new behaviors in their staff.

So how can these programs evolve to help local managers better focus on and understand what can be done each day to have the biggest impact on customers?

Some elements to consider when considering how to drive more action from a customer experience program are as follows:

Simple, clear information

Location managers need answers and focused directions, not more work. These busy professionals need tools to help surface only the information critical to them and to present it in a way that makes sense to them.

Select and align each location with specific top priorities

Location managers are not data analysts – they do not have the time or training to become one. Look for customer experience tools that provide algorithms to analyze the data and deliver insights so that they don’t have to. The right tools can provide specific focus areas and clear target objectives. This allows busy managers to focus their time on executing on priorities.

Action plans to execute behavior change

Knowing what area of the customer experience that needs to improve is just the beginning of a successful customer experience program. If the staff does not change their behavior then the customer experience will not improve. A location manager’s role in the customer experience program should be to coach and motivate the frontline staff to drive behavior change that will benefit the customer.They need the knowledge and the tools to execute this behavior change. The right tools should be able to present an action plan based on best practices for their specific focus areas.

Social sharing of best practices

Locations should be able to learn what actions have been successful in other locations with similar issues. Best practice libraries are living online resources that can adapt to the real world. Location managers (and their regional managers) can use these tools to contribute new actions and give feedback on which actions work well and which do not.

Status monitoring to track progress

Locations need an easy way to track their overall progress as well as the execution of specific staff behavior. In thirty seconds location focused tools should be able to tell a manager exactly what the staff is successfully executing on and not. This enables data-driven conversations based on real customer insights.

Having returned from the annual National Retail Federation (NRF) Big Show conference in New York I am increasingly excited for the opportunities that lie ahead for retailers. Each year retailers and solution providers from around the globe gather to discuss the latest trends in retail and share best practices around how best to adapt to the road ahead.

The central theme of this year’s show was focused around bringing the human element back to the retail experience. This echoes the sentiment that is our raison d’etre here at Empathica – retailers and consumers need to reconnect at a human level. The engine of the global economy depends on it.

Retail truly is the engine of the global economy when you take a moment to study some staggering statistics:

• Retail supports 1 in 4 jobs in the US economy
• Retail in the US is forecast to grow 3.4% in 2012 (compared to estimates of US GDP growth of 2.1% to 2.4%)
• Retail contributes over $2.5 trillion to America’s GDP each year

From the opening keynote by former president Bill Clinton, through the educational sessions I attended, and the conversations I had with other delegates, it’s clear that retail provides a pathway out of the recession. A back to basics approach is needed to running a business. Most people have a favorite retailer where employers and customers’ have elevated their relationship to that of a friendship. If not, then you have heard stories from parents and grandparents of a time when the locally focused small businesses were able to deliver a very personal experience to their loyal customers. As time went on, successful businesses began to grow, and sadly achieved much of this scale by focusing on growth and increasing their points of distribution often to the detriment of those necessary friendships and relationships.

Today’s innovations in technology have created a turning point in the world of business.  Technology is now becoming a tool allowing business owners to rebuild these relationships and maintain them on a global scale.

The challenge that now emerges is how to convert this capability to an actionable model.

• Retailers need to actively solicit feedback from their customers and then engage with them at a deeper level. This can be done in three ways. Use marketing science to understand what drives loyalty. Dig deeper… knowing for example that friendly service outranks other loyalty drivers isn’t enough. The real question is, what are the elements of the experience that build a belief that this brand is friendlier than all others?
• Deliver a consistent brand experience at the ground level. I argue that its more important for most retailers to become more consistent than it is for actual improvement in their overall service quality scores. Reduce the anxiety and make the choice simple for customers by letting them know ahead of time exactly what they’ll get.
• Finally, use technology to help personalize the shopping experience. Social media, mobile phones and the new consumer behaviors they foster have created tremendous innovation opportunities. It’s interesting that one of the competitive advantages online retailers have developed over the last few years is a much deeper personal relationship with many consumers. Recommendations, complimentary products, remembering history and preferences… in many ways technology has effectively allowed online retailers to personalize a highly impersonal experience.

I leave you with an interesting exercise that I was challenged with by one of the speakers at the conference. Each day when we all prepare for work, we should challenge ourselves to complete this phrase “What the world needs now…” (yes I know I can Google the remainder of the Burt Bacharach lyrics). Such a simple yet profound phrase can help put the value of what we all do each and every day in a new context.