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    iqor

    Explore "iqor" with insightful episodes like "Navigating the Future of CX With AI and Employee Engagement", "Value-Centric Leadership Is Shaping the Next Era of Customer Service", "How iQor Harnesses Active Learning Strategies to Boost Employee Engagement", "Cutting-Edge Recruiting Technology With a Human Touch" and "How iQor Delivers Successful Seasonal CX Ramps for This Direct-to-Consumer Catalog Brand" from podcasts like ""Digitally Irresistible", "Digitally Irresistible", "Digitally Irresistible", "Digitally Irresistible" and "Digitally Irresistible"" and more!

    Episodes (43)

    Navigating the Future of CX With AI and Employee Engagement

    Navigating the Future of CX With AI and Employee Engagement

    In this special edition of iQor’s Digitally Irresistible podcast, guest host Maribel De Leon chats with customer service expert and best-selling author Shep Hyken, chief amazement officer at Shepherd Presentations. Through his deep understanding of customer behavior and customer service, Shep shares his observations on artificial intelligence (AI), employee engagement, social media, and the dynamics of customer expectations.  

    Join us as we explore ways brands can navigate the changing customer service and employee landscape in the age of AI.  

    AI Evolution in Customer Experience  

    The growth of AI in CX has reshaped customer interaction channels, emphasizing a shift from purely traditional communication methods like voice to omnichannel digital interfaces, including chatbots and AI-powered self-service options. While AI has advanced significantly over the years, with generative AI and conversational AI boosting customer engagement, customers still prefer human interactions.  

    According to Shep’s surveys, customer service by phone is still consumers’ Number One preference. Last year 69% of survey respondents preferred voice over self-service; this year that figure is up to 70%. Despite this trend, Shep forecasts that more customers will adopt AI and the self-service experience over the next two years as continued improvements make them more indistinguishable from voice. 

    This overwhelming preference for voice, however, demands a balanced approach that provides customers a choice between AI-driven experiences and human support – integrating AI to complement, not replace, human interactions in CX. Giving customers the option of using one channel or both, depending on their needs or the stage of their journey, contributes to exceptional CX and brand loyalty.  

    AI and the Employee Experience 

    AI can also elevate the employee experience for frontline customer service agents. Seamless and intuitive access to information that supports empathetic, human-centric interactions elevates their performance for improved employee and customer experiences  

    As Shep explains, the synergy between AI and human agents reflects a pivotal transformation in the CX landscape, focusing on efficient resolutions and holistic customer care. Additionally, harnessing AI in training, coaching, and prompt-response systems accelerates data-driven personalized assistance for agents to elevate their performance. 

    iQor’s Symphony [AI] ecosystem supports exceptional employee experiences by seamlessly blending automation and human capabilities. Spanning talent acquisition, training and development, and performance excellence and compliance, iQor applies AI to help nurture a highly efficient and effective workforce. 

    Changing Mindsets and Opportunities  

    Shep emphasizes the importance of recognizing the return on investment CX technologies offer, valuing customer experience as a competitive differentiatorDiscerning customers expect more personalized customer service and compare their experiences to the best service they’ve encountered, irrespective of the industry.  

    Shep recommends analyzing the service offerings from iconic brands, learning what they're doing that’s amazing, and incorporating it into what you do for your customers to create a better experience. In the words of Bonnie Raitt’s song, give them “something to talk about.” 

    “Customers are getting smarter every day  we need to learn from them and have them talk to us in a positive way.” – Shep Hyken  

    With social media serving as a “spectator sport” displaying both positive and negative customer feedback for all to see, brands must actively monitor and engage with customers on social platforms and address their comments either publicly when positive or privately when negative. 

    Shep finds that customers often turn to social media as a last resort, particularly when other channels haven’t offered them satisfactory resolutions to their concerns. With this in mind, companies must regularly monitor their social channels to stay attuned to customer sentiment, mitigate reputational risks, and enhance customer satisfaction. Partnering with a BPO for social media monitoring support is a great way to provide stellar and responsive customer service via social platforms at scale. 

    Future Trends in AI and Customer Experience 

    Shep predicts a growing inclination toward self-service customer support experiences driven by AI. He also notes the potential for AI and machine learning to improve employee performance through upskilling, optimization, and data-driven interventions that boost retention.  

    By balancing AI-driven efficiencies with human interactions, CX innovators can light the path forward for irresistible customer experiences that drive lasting loyalty and brand success. 

    To learn more about Shep, connect with him on LinkedIn and visit his website at hyken.com. 

    Watch the video here.

    Read the blog post here

    Value-Centric Leadership Is Shaping the Next Era of Customer Service

    Value-Centric Leadership Is Shaping the Next Era of Customer Service

    A Transformative Approach to Value-Centric Leadership

     

    On this episode of iQor’s Digitally Irresistible podcast, we welcome Sean Ilenrey. Sean is an award-winning tech executive, published author, and keynote speaker whose achievements have inspired his drive to help other professionals achieve their own definition of personal success. In his groundbreaking book, “You Don't Owe Happiness,” he teaches six key principles of value-centric leadership. He finds that when frontline teams feel valued and valuable, they achieve high levels of employee satisfaction leading to optimal customer service delivery.

     

    Tune in as Sean unpacks his six key principles of value-centric leadership from his book to create smiles for employees, leaders, and customers.

     

     

    Sean’s Path to Leadership Inspiration

     life experiences have played a significant role in defining his outlook and his expertise. In high school, he dropped out of school, faced homelessness and difficulty focusing due to the circumstances going on in his life. Fast forward and 10 years later he is a vice president in a customer service role. These life experiences drive his inspirational approach to leadership—a culmination of lessons that taught him it's okay to want to take care of other people and help them find happiness at work, but the focus should be on ensuring teams feel valued and valuable.

     

    Sean’s [BB1]   customer experience career spans industries ranging from retail to technical support. He has built teams domestically and internationally and supports leadership development that fosters engagement and value.

     

     

    Six Values That Define Game-Changing Leadership

     

    In his book, Sean elaborates on six key principles that underpin value-centric[BB2]  leadership , providing insights for leaders and organizations striving to optimize employee satisfaction and deliver exceptional customer service.

     

    1. Listening and Responding to Employee Feedback

    Sean emphasizes the importance of actively engaging with employee feedback. It's not enough for employees' voices to be heard; their feedback should drive actionable outcomes. He shares an example of implementing an anonymous daily or weekly survey, followed by personalized video responses from leadership. This not only fosters a culture of transparency but also ensures that employees feel heard and valued.

     

    2. Authentic Rewards and Recognition

    Rather than following a traditional, generic recognition approach, Sean advocates for authentic rewards and recognition. He stresses the need for organizations to acknowledge intangible contributions and exceptional efforts beyond standard KPIs. Additionally, the frequency of recognition plays a vital role in reinforcing a culture of gratitude and motivation within the organization.

     

    3. Compensation and Growth Opportunities

    Compensation and continuous growth opportunities are essential components of value-centric leadership. Sean highlights the significance of aligning compensation with market standards to ensure employees feel appreciated and fairly rewarded for their contributions. Moreover, he introduces the concept of micro-promotions, providing employees with opportunities to advance within their current roles while feeling recognized for their progression.

     

    4. Showing Their Work Matters to the Organization

    Connecting employees with the organization's larger mission and vision is crucial. Sean shares a personal anecdote about attending a town hall that provided him with clarity on how his individual efforts contributed to the broader organizational goals. It's essential for leaders to contextualize employees' roles within the bigger picture, allowing them to understand their impact and value.

     

    5. Championing Your Employees’ Success

    Incorporating mentorship and sponsorship into the organizational culture is vital for championing employees' success. Sean stresses the importance of leaders advocating for their teams and actively promoting their accomplishments both within and outside the department. This fosters a sense of recognition and pride among employees, ultimately contributing to a positive and empowering work environment.

     

    6. Practical Fiscal Responsibility

    Finally, Sean emphasizes the critical role of practical fiscal responsibility in value-centric leadership. Maintaining financial stability within the organization reassures employees about their job security, instilling a sense of trust and confidence. Leaders who effectively manage resources, control costs, and prioritize fiscal responsibility provide their teams with a stable and secure work environment.

     

    The Principles of "You Don't Owe Happiness"

    The title of Sean's book, "You Don't Owe Happiness," encapsulates the essence of value-centric leadership. Sean draws parallels between employee happiness and the stock price of a company, noting that genuine employee satisfaction is an outcome of feeling valued and valuable within the organization. The principles outlined here align with his book's core message, reinforcing the idea that leaders owe their employees value, not just fleeting happiness.

     

    Leading With Value

    Sean’s strategies for implementing value-centric leadership within organizations provide a roadmap for creating a culture that prioritizes employee satisfaction and excellence in customer service delivery. Sean's journey from adversity to success, coupled with his impactful leadership principles, serves as a guiding light for leaders aspiring to build thriving and value-centric workplaces.

     

    His real-world perspective on leading with empathy, authenticity, and strategic foresight to empower teams and drive organizational success provides valuable insights for leadership that creates irresistible workplaces.

     

    What Sean Does for Fun

    In his free time, Sean values experiences and time spent with his family. He and his wife of 16 years enjoy fun experiences checking out restaurants and exploring new places to learn about different cultures and be in the moment. He also relishes time spent playing video games with his three sons, ranging in age from teenager to four-years-old.

     

    To learn more about Sean’s approach to value-centric leadership from his book “You Don’t Owe Happiness,” visit his website at www.seanilenrey.com and connect with him on LinkedIn.

     

    Watch the video here.

    Read the blog post here.  

    How iQor Harnesses Active Learning Strategies to Boost Employee Engagement

    How iQor Harnesses Active Learning Strategies to Boost Employee Engagement

    A Former Frontline Agent’s Career Journey Contributes to a Powerful Active Learning Approach at iQor  

    In this episode of iQor’s CX Labs Digitally Irresistible podcast, Jason Miles, director of active learning design and development at iQor, sheds light on the transformative impact of active learning in training and development.

    Jason’s active learning methodologies draw from his wealth of experience in the BPO industry and his in-depth knowledge of learning and development thought leadership. His journey began as a frontline agent which evolved into his career in training, facilitation, and instructional design, ultimately leading to his current role at iQor as director of active learning design and development.

    In this episode, we dive deeper into the concept of active learning, its role in successfully training employees at iQor, and the remarkable results it has produced, including improved performance and customer satisfaction. Jason also previews upcoming active learning programs at iQor, shaping the CX landscape,  driving success for the brands we support, and creating smiles for their customers. 

    What is Active Learning?

    Active learning is an instructional design approach that actively engages individuals in their own learning process. Shifting away from traditional training methods in which learners passively receive knowledge, active learning involves a variety of activities to encourage engagement, understanding, and retention.

    Jason explains how active learning strategies encourage employee participation, practice, and a real application of knowledge to foster a deeper understanding of the subject matter.

    Instead of listening to an instructor at the front of the room presenting PowerPoint slides, learners in active learning settings enjoy opportunities to engage with one another and discuss and apply the concepts they’ve learned. A large part of this process includes interactive tasks, reflection, and feedback to continually improve the experience.

    Active Learning Strategies at iQor

    At iQor, active learning forms the foundation of our employee training and development experiences. This pedagogical approach stems from active learning research showing that adults (and anyone really!) learn most effectively when engaged in meaningful tasks. All aspects of the learning experience and its outcomes improve when learners receive the right resources to advance their understanding along with opportunities to practice, fail, learn, and improve in a supportive setting. 

    This trial-and-error process enables employees to learn from experience. iQor also provides ample opportunities for questions and feedback from experts and peers, an experience that breaks with the norm and has proven essential in creating meaningful and productive traning experiences . 

    In addition, iQor’s active learning approach emphasizes the importance of incorporating time for reflection, which is often overlooked in traditional training programs. By thinking about what they’re learning and assessing what they did well and what they can improve, trainees further advance their understanding and performance.

    “Reflection is actually one of the most important things that we’re adding, because very rarely do you get an opportunity in training to think about what you’re learning, and that’s where the actual learning happens.” - iQor Director of Active Learning Design and Development Jason Miles

    Active Learning Creates Success and Smiles

    The success story of active learning at iQor is exemplified in the transformative results it has produced. Jason's team led a redesign of training for a major retail customer, incorporating active learning techniques. 

    The impact was staggering, with zero attrition, 100% certification, and remarkable performance post-training. The group produced consistent improvements in key performance indicators (KPIs), including a surge in customer satisfaction scores (CSAT), net promoter scores (NPS), and first-call resolution rates. 

    The tangible impact of active learning on business outcomes underscores its vital role in driving employee performance and elevating customer experiences.

    Expanding Active Learning Initiatives

    Building on the success of active learning with training facilitators, iQor is poised to expand its active learning initiatives. In a forward-looking move, iQor plans to roll out a broader active learning design and development program to train new content developers and instructional designers in the art of crafting training content aligned with active learning principles. By fostering a culture of continuous learning and skill development, iQor is paving the way for sustained performance excellence.

    Active Learning as a Catalyst for Organizational Growth and Excellence

    The insights Jason brought to our conversation offer a compelling narrative of the power of active learning in transforming employee training and its undeniable impact on business success. Through a commitment to active learning, iQor exemplifies how innovative training methodologies can drive tangible results, boost employee engagement, and deliver irresistible customer experiences that create smiles. 

    Through our Symphony [AI]TM ecosystem, iQor further drives excellent employee experiences by redefining the employee lifecycle, seamlessly blending automation and human capabilities. This innovative approach—spanning talent acquisition, training and development, and performance excellence—underscores iQor’s commitment to nurturing a highly efficient, compliant, and satisfied workforce. 

    As organizations navigate an evolving landscape and AI innovations, embracing active learning can be the key to unlocking the full potential of their workforce and fostering a culture of continuous improvement.

    Watch the video here.

    Read the blog post here

    Cutting-Edge Recruiting Technology With a Human Touch

    Cutting-Edge Recruiting Technology With a Human Touch

    Accelerating Talent Acquisition in the Digital Frontier Through Outstanding Leadership 

    Welcome to a new episode of CX Labs, our installment of the Digitally Irresistible podcast that brings you the latest CX practices, industry developments, and technology insights to inspire new heights of customer service success  

    In this episode, we feature Jan Rae Aguilos, a sourcing manager for iQor Philippines. Jan shares how iQor’s streamlined recruitment approach blends intelligent automation, digital technology, and human expertise to match candidates to job positions where they can excel.  

    Under Jan’s outstanding leadership, iQor’s recruitment process leverages social media channels and chatbots to provide the quick, convenient application and interview processes today’s job seekers crave. This results in empowered employees who deliver customer service with a smile and create unparalleled advantage for iQor’s clients.  

    Read on for an inside glimpse into iQor’s digital recruiting assistant, Qori, and the friendly and personalized touch Jan and his team bring to the hiring journey. 

    Irresistible Benefits and Unlimited Career Opportunities in iQor Philippines  

    After eight years as a marketing professional, Jan shifted his career trajectory to join iQor at our site in Iloilo City in the Philippines  

    As a sourcing manager, Jan identifies hiring needs, develops effective recruitment strategies, and implements recruitment campaigns that inform his community about iQor’s career opportunities.  

    Jan explains how iQor’s professional development and career growth potential provide an irresistible incentive to build his future with iQor. His teammates also inspire him to share these benefits with others through exceptional leadership and talent acquisition strategies that appeal to top-notch candidates.  

    The Fusion of Automation, Digital Technology, and Human Expertise  

    Jan’s talent acquisition approach utilizes both intelligent automation and human insight to reach more potential applicants and expedite the hiring process. According to Jan, convenience is critical for effective recruitment. Jan’s approach meets candidates in the digital spaces they already use daily with user-friendly social media application and interview options.  

    Introducing Qori, iQor’s Digital Recruiting Assistant 

    When job seekers begin the application process on their social media channel of choice, they are assisted by Qori, iQor’s digital recruiting chatbot. Qori provides applicants information about required materials and helps them know what to expect from the process. 

    Qori also plays a pivotal role in capturing relevant information from the candidates, effectively reducing the application time with AI capabilities tailored to the recruitment process. Once the initial interaction with Qori is complete, iQor’s friendly human recruiters step in to process the application, ensuring a swift and efficient experience for all applicants.  

    Powering Unparalleled Workforce Management With Symphony [AI]™ 

    iQor is committed to leveraging AI throughout our business operations to streamline processes for employees, clients, and job candidates alike. Our Symphony [AI] ecosystem drives continuous optimization of the entire employee lifecycle through the power of generative AI in combination with human expertise 

    Qori is the first touchpoint for prospective employees in a holistic AI ecosystem that supports the entire employee lifecycle from recruitment through training and nesting to the production floor. Our unique combination of cutting-edge CX technology and skilled teams powers our industry-leading workforce management solutions, enabling us to provide the best people and processes to achieve our clients’ CX goals. 

    Jan says that applicant feedback about Qori has been overwhelmingly positive, with the swiftness of the process being a standout feature. While many job seekers wait weeks or longer to receive updates about their application status, Qori notifies applicants within hours.  

    Recruiters have also expressed their satisfaction with the assistance Qori provides, as it amplifies their abilities and enables them to process candidates more efficiently. This harmonious blend of digital augmentation and human talent creates an environment that benefits prospective job candidates, recruiters, and the businesses iQor supports with our BPO solutions. 

    Face-to-Face Interactions With Video Interviews 

    Zoom interviews are another part of iQor’s multichannel talent acquisition strategy. Jan explains that prospective candidates can expect a modern and easily accessible hiring process when using our Zoom recruiting channel to participate in virtual hiring sessions. iQor’s interviewers are on standby to provide immediate feedback through on-camera conversations with applicants. 

    iQor values a warm and friendly welcome between current and prospective team members, highlighting the importance of the human touch as a leading priority from the first interview and throughout all customer communication. Jan’s top suggestion for applicants preparing to interview with iQor? A smile that places warmth and openness at the heart of every interaction  

    Building Expert Teams With Tech Excellence  

    The integration of digital technology and expert human teams facilitates a personable application and interview process for prospective iQorians. As iQor continues to set new benchmarks in tech-powered hiring practices, we ensure that the driving force behind our business operations is people whose unique expertise is strengthened by digital recruiting solutions like Qori  

    Jan’s leadership is a vital part of iQor’s commitment to providing a forward-thinking and supportive environment that prioritizes both digital innovation and genuine human interaction. 

    To learn more about Jan, visit him on LinkedIn.  

    Watch the video here.

    Read the blog post here.   

    How iQor Delivers Successful Seasonal CX Ramps for This Direct-to-Consumer Catalog Brand

    How iQor Delivers Successful Seasonal CX Ramps for This Direct-to-Consumer Catalog Brand

    Unpacking Irresistible Customer Experiences in the Catalog and E-Commerce Industry 

    This week we welcome Dave Richter to the Digitally Irresistible podcast. 

    Dave is the vice president of operations at Silver Star Brands, a brand management company in the catalog and e-commerce industry that places exceptional customer experiences at the heart of their customer service strategy.  

    Dave’s genuine love of people and extensive background in sales and customer service contribute to his outstanding leadership in the world of direct-to-consumer catalog sales for the six unique brands he manages under the Silver Star umbrella.  

    In this episode, Dave reveals Silver Star’s purposeful approach to CX that builds lasting customer loyalty through personalized customer journeys that create smiles. You’ll also discover the visionary partnership with iQor that supports Silver Star through flexible seasonal ramps and highly skilled agents. Join the discussion to unlock valuable insights for delivering irresistible CX in the catalog and e-commerce marketplace 

    Understanding the Customer Is Paramount for Catalog CX  

    Dave’s journey to CX leadership begins with his personal love for building connections with other people. He developed this quality over a lifetime of playing team sports, particularly tennis, which he played throughout college. Dave credits these experiences with building his skill sets in discipline, teamwork, and working hard to bring out the best in other people. 

    According to Dave, these qualities have been indispensable throughout his years of experience in sales and customer service. He advises anyone interested in the customer service industry to cultivate a solution-oriented mindset that strives to supply meaningful help to others. When this mindset is a personal value, it can also be a powerful success indicator for effective customer service.  

    As an experienced operations leader at Silver Star Brands, Dave highlights the need to ask vital questions such as, "Why are we doing things that way?" and "Is there a better way we could be doing this?" when optimizing customer service operations.  

    This is the approach that underlies Silver Star’s reputation for exceptional catalog customer service. Under Dave’s leadership, the brand’s operations team invests in a 360° approach to CX that delivers personalized service at every stage of the customer journey.  

    Silver Star Achieves Seasonal Staffing Success in Partnership With iQor  

    This holistic approach can be challenging in an industry defined by seasonal changes that require flexible staffing solutions. Dave shares how a partnership with iQor is vital to managing seasonal ramp-ups while sustaining high standards for customer service quality 

    With multiple locations and a combination of work-at-home and on-site sales and service delivery, iQor enables Silver Star to maintain business continuity and ensure consistent service delivery during peak periods. 

    iQor employs a dynamic and adaptable seasonal staffing strategy, seamlessly adjusting workforce levels to accommodate fluctuating demands for catalogs during steady state and peak periods such as holiday seasons, promotional campaigns, and coupon drops.  

    This flexible approach ensures best-in-class operational efficiency by scaling up or down in real-time, effectively meeting Silver Star’s evolving requirements while supporting high service standards.  

    The partnership is a testament to iQor’s custom BPO solutions that contribute to Silver Star’s continued success in an ever-evolving direct-to-consumer catalog marketplace.   

     

    The Impact of Technology and Human Performance on Catalog Customer Experience  

    Drawing from a rich well of insights developed over his 20-year career in the consumer packaged goods (CPG) and e-commerce sector, Dave shares observations on the evolution of CX, particularly with the advent of social media and new communication channels.  

    Despite the proliferation of "shiny new tools," Dave stresses that understanding the customer remains paramount. While technological advancements are valuable, they should always serve the primary goal of streamlining the customer experience. 

    Dave emphasizes the importance of viewing CX holistically, from the first touchpoint to the final delivery of products, with the perpetual aim for repeat purchases. This encompasses accurate order fulfillment, transparent status updates, empathetic revenue recovery, and seamless customer support through various channels.  

    Here are three ways Dave uses a combination of digital and human solutions to create seamless customer experiences. 

    1. Leveraging data analytics to create personalized customer journeys. 

    Dave says the personalization of customer service through the leveraging of customer personas is a leading priority for optimal customer service operations 

    By utilizing data effectively and empowering frontline teams with insights into different customer personas, agents can tailor their service delivery to meet individual customer needs and preferences.  

    We leverage our in-house interaction analytics platform, VALDI, to maximize the value of every customer interaction. Armed with these valuable insights, catalog brands like Silver Star Brands can unlock actionable strategies that optimize coaching, guide script improvements, and increase customer satisfaction. 

    1. Optimizing channels to meet customer needs and preferences. 

    One factor Dave highlights is the demographic Silver Star primarily serves: individuals aged 50 and above. Despite the advancements in digital channels, the traditional voice channel remains important to their customer base.  

    While other industries may draw significant benefit by prioritizing digital channels, effective voice support is the best choice for the direct-to-consumer brands Dave manages. This underscores the significance of an intelligent channel optimization strategy that meets customers where they’re most comfortable, aligning closely with their preferences to ensure a positive experience. 

    1. Embracing AI’s potential to reshape the landscape of catalog CX. 

    Looking ahead, Dave hints at the potential integration of new AI tools and technologies to further elevate CX. This future-focused approach exemplifies the company's commitment to continuous improvement and innovation in their customer service strategies. 

    iQor’s years of experience leading the charge in digital transformation and industry-leading innovations offers Silver Star and our other catalog clients a comprehensive digital strategy that harnesses AI across our operations.  

    Harmonizing agent performance with Symphony [AI]™. 

    Our agents are augmented by Symphony [AI]™, iQor’s generative AI solution that harmonizes the employee experience to drive unparalleled performance. This next-generation ecosystem harmonizes the employee lifecycle from recruitment through training and nesting to the production floor.  

    With Symphony [AI] and other advanced strategies, such as active learning, we deploy personalized training and coaching strategies that help our agents excel at meeting our client’s goals.  

    For catalogs like Silver Star, AI equips agents to excel at revenue generation through advanced upselling and cross-selling techniques. We impart our agents with the skills and support to balance KPI targets with empathy for the customer when delivering revenue recovery services. The result is customer service agents who are empowered to do what’s right for Silver Star Brand customers and for the business.  

    A Visionary Partnership Forging the Future of Direct-to-Consumer Catalog CX 

    By focusing on the entire customer journey and partnering with iQor’s BPO solutions, Dave has created a coherent, consistent, and enjoyable experience for Silver Star Brand customers. 

    Dave’s vision sets the tone for what technology and human expertise can accomplish at Silver Star Brands. Under our continued partnership, iQor is poised to support Silver Star’s sales and customer service delivery, resulting in irresistible CX in the modern catalog and e-commerce landscape. 

    The Fun Question 

    Beyond his professional talents, Dave is also a skilled musician and vocalist. He considers himself fortunate that he has had opportunities to nurture this lifelong passion and perform across the Midwest for over 20 years. 

    You can learn more about Dave’s inspiring leadership on his LinkedIn. To learn more about Silver Star, check out their flagship brand at https://www.mileskimball.com/ 

     Watch the video here.

    Read the blog post here.  

     

    Leveraging NICE CXone to Augment Human and Operational Excellence at iQor

    Leveraging NICE CXone to Augment Human and Operational Excellence at iQor

    A Partnership Approach to Industry-Leading CX

     

    This week we welcome Andy Traba and PJ Singh to the Digitally Irresistible podcast.

     

    Andy and PJ both hold key leadership roles that have helped forge a triumphant business partnership between iQor and NICE CXone, a comprehensive end-to-end customer experience technology provider that specializes in digital-first solutions.

     

    Andy, NICE CXone's vice president of product marketing, contributes an impressive 20 years of CX expertise. He proudly labels himself as a "mutt" who leads his team with a diverse repertoire of skills and insight spanning product marketing, data science, and behavioral science.

     

    Throughout his 16-year journey with iQor, PJ has also held an array of roles and currently serves as chief digital officer. He is the visionary spearheading iQor's digital transformation and artificial intelligence strategy. Under PJ's leadership, iQor's international team of experts in core infrastructure, application development, data science, and beyond are leveraging digital solutions that augment human service delivery.

     

    For example, Symphony [AI]™ is iQor’s next-generation solution that elevates the employee experience. Our Symphony [AI] ecosystem optimizes every stage of the employee lifecycle from recruitment through training and nesting to the production floor.

     

    The result is harmonious performance powered by generative AI, active learning training strategies, and other innovations developed under PJ’s leadership and informed by iQor’s years of accumulated process knowledge.

     

    [CTA: Active Learning White Paper]

     

    In this episode, we explore the powerful business partnership that combines iQor’s world-class, single-source customer service strategies with NICE CXone’s cutting-edge CX technology. This joint venture amplifies our delivery of human and operational excellence for the next level of business process outsourcing services.

     

    Join us as we examine the innovative features of NICE CXone, discuss the advantages of the partnership for iQor’s clients, and plan the future of our collaboration. Get ready for an enlightening dialogue about the fusion of technology and human ingenuity that creates irresistible customer experiences.

     

    NICE CXone's 3-Step Roadmap for Mastering CX Technology

     

    NICE CXone is a highly regarded, cloud-based CX technology company known for its innovative features and industry-leading capabilities. Andy highlights three game-changing aspects that set the business apart from its competitors.

     

    1.   Interaction-centric CX platform.

    The importance of the customer experience has increased significantly, leading companies to invest heavily in technology to ensure optimal customer interactions. NICE CXone, an interaction-centric platform, offers a wide range of features and capabilities that assist businesses in providing exceptional customer experiences.

     

    By integrating robust customer experience capabilities into their current systems, companies can optimize their customer interactions. This comprehensive approach allows organizations to seamlessly manage customer interactions across multiple channels and provide personalized and holistic customer experiences.

     

    2.   Convergence of best-of-breed applications into a single platform.

    NICE CXone is a powerhouse of innovation, combining years of expertise and top-notch applications into one platform. Now, users can effortlessly navigate a broad range of capabilities within a single, user-friendly interface.

     

    3.   Purpose-built AI everywhere in Enlighten.

    NICE CXone harnesses the power of customer data to create the world's only purpose-built AI for customer experience. This artificial intelligence, called Enlighten, is designed to function across the entire platform and optimize each application to make every customer interaction a smarter experience.

     

    How NICE CXone and iQor Harness a Holistic and Collaborative Approach to AI

     

    PJ delves into iQor's rich history of delivering best-in-class CX services and the company's commitment to embracing the ever-evolving CX technology landscape.

     

    Before the partnership began, iQor identified the need for a holistic ecosystem that addresses all aspects of CX including workforce management, intelligent self-service, RPA, data analytics, and omnichannel service support. NICE CXone's comprehensive approach to CX and their relentless digital innovation drove iQor’s decision to commit to a business partnership.

      

    NICE CXone's transformative capabilities have helped iQor optimize our service offerings, create positive customer experiences, and provide valuable BPO solutions to clients by augmenting human performance with AI and meeting the customer wherever they want support.

     

    Unlocking Business Process Optimization With the Winning Combination of CX Technology and Human Expertise

     

    Both PJ and Andy emphasize the importance of striking the right balance between technology and human ingenuity for effective CX delivery.

     

    Andy explains that customer interactions are complex and open-ended. When interactions expand from single-channel voice support to omnichannel support that includes non-voice chatbots, SMS, social media, and other touchpoints, the overall volume of interactions to analyze for actionable insights increases, as does the difficulty level for businesses to accurately decode the information.

     

    It takes the optimal combination of AI—including machine learning and natural language processing—and human insights to unlock the data's full potential. 

     

    According to Andy, as much as 85% of the customer experience with a brand occurs during customer service interactions. This directly correlates to customer satisfaction that results in lasting brand loyalty.

     

    This is why the ability to consistently and accurately leverage customer insights represents a high value proposition for businesses. iQor’s strategic outsourcing solutions maximize these customer insights to drive continuous service improvements and generate strong returns for our clients.

     

    [CTA: Machine Learning Webinar]

     

    Creating Shared Advantages Through a Shared Commitment to Unleashing AI's Full Potential

     

    NICE CXone's products complement iQor's proprietary interaction analytics platform, VALDI, which uses AI to mine voice and non-voice customer interactions to monitor compliance, gauge customer sentiment, guide script improvements, and more.

     

    Another of iQor's in-house tools is sQan, our coaching optimization platform. sQan increases the value of interaction insights by evaluating every session for coaching opportunities and recommending proactive strategies for frontline supervisors to support their teams.

     

    AI That Augments Irresistible Human Ingenuity to Provide Optimal CX

     

    While AI plays a critical role in automating routine tasks and extracting valuable insights from large volumes of data, the human touch remains essential for customer service that builds genuine, heartfelt connections between brands and their customers.

     

    The partnership between iQor and NICE CXone serves to augment human capabilities with AI, not replace them. The augmentation paradigm offers agents real-time guidance and actionable insights to help them navigate complex interactions, improve performance, and guide more satisfying customer journeys with the empathy and service quality customers crave.

     

    The Road Ahead: An Enduring Partnership Leading to a Sustained Legacy of Operational Excellence

     

    As Andy and PJ anticipate the future, they pledge to continue investing in the partnership and pushing the envelope for what iQor and NICE CXone can achieve together.

     

    Andy explains that NICE CXone is dedicated to maintaining its position as the top digital CX platform through ongoing innovation and investment in its technological offerings. Similarly, iQor's commitment is to continue to deliver best-in-class support with configurable and flexible BPO solutions that create smiles for our clients and their customers.

     

    NICE CXone's interaction-centric platform, enhanced by AI, empowers iQor to provide efficient and intelligent management of customer interactions. Andy describes iQor as a design partner whose ongoing collaboration with NICE CXone will continue to influence the future direction of their product portfolio.

     

    Fortified with this partnership approach, iQor and NICE CXone are poised to continue their investment in digital and strategic CX innovations that sustain mutual reputations for CX excellence and keep clients and customers smiling.

     

    The Fun Question

     

    In addition to keeping up to date with the latest in AI, Andy can be found cheering on his twin children at their various sports games. Andy's passion for data science and sports merge in a hobby he undertakes with old college friends. Using an algorithm to predict NFL game outcomes, Andy and his team enjoy competing in the Westgate SuperContest, which they won in early 2018. 

     

    PJ also enjoys supporting his two children at swim meets, soccer games, basketball games, or whatever new activity their hearts desire.

     

    You can learn more about these inspiring CX thought leaders by checking out Andy’s LinkedIn and PJ's LinkedIn. Discover more about NICE CXone on their website at nice.com.

     

    Watch the video here.

    Read the blog post here

      

    Harnessing AI to Optimize the Employee Life Cycle at iQor

    Harnessing AI to Optimize the Employee Life Cycle at iQor

    The Expert Tech Leadership Driving Digital Transformation for the Age of AI  

    Welcome to the debut episode of CX Labs, a new installment of the Digitally Irresistible podcast where we cover the latest CX practices, including performance optimization, technology trends, employee experience, industry developments, and success factors to inspire great CX for your brand.  

    Our first guest is iQor’s Chief Digital Officer PJ Singh. PJ leads a team of technology professionals whose focus is harnessing technology, automation, and human expertise in the delivery of excellent CX for the brands that entrust us to service their customers. . PJ leads a team of technology professionals whose focus is harnessing technology, automation, and human expertise in the delivery of excellent CX for the brands that entrust us to service their customers.   

    On this episode, PJ shares insights on Symphony [AI], iQor’s generative AI ecosystem designed to create a holistic employee experience by leveraging intelligent insights at every stage of the employee lifecycle. Read on to learn how PJ and his team harness generative AI in the BPO industry to optimize the entire employee lifecycle to deliver winning CX.  

    Why iQor Is at the Forefront of Generative AI in the BPO Industry  

    At iQor, we recognize the transformative capacity of generative AI impacting every industry, including BPOs. Leveraging its capabilities is a top priority. According to PJ, a strong investment in AI takes a lot of engineering. Under his leadership, the company's internal data experts are committed to high-capacity AI development across all CX processes  

    While AI technology is always evolving, iQor has longstanding investments in its potential to optimize customer service. For example, our proprietary speech analytics engine, VALDI, leverages AI to translate interaction signals into insights like customer sentiment and key topics. We have years of experience deploying commercial models to monitor for compliance defects in work-at-home (WAH) environments, using AI to improve security protocols with zero trust architecture that safeguards data from threats   

    We identify pockets of potential attrition using our machine learning models to understand how we can better retain employees. Our predictive analytics capabilities increase retention by as much as 300% by deploying intervention strategies to support at-risk employees. At iQor, we possess a huge wealth of knowledge, engineering capacity, and the drive to continuously improve all our processes with AI, positioning us to succeed as a leader in AI innovations for BPOs.

    The Science Behind iQor’s Symphony [AI]  

    PJ explains that Symphony [AI] is an ecosystem of proprietary tools, and commercial technologies designed to optimize the employee lifecycle and unify iQor’s dedication to exceptional customer service. Harnessing the latest in AI capabilities and guided by human insight, Symphony [AI] synchronizes the relationship between agent, customer, and client by delivering seamless, smile-worthy experiences. 

    To this end, our data scientists utilize enormous amounts of data from iQor’s accumulated process knowledge as a BPO provider with decades of experience. This information trains our proprietary large language models (LLMs) to deliver outcomes that meet our high standards for CX. 

    Irresistible Innovations Powered by Decades of Accumulated Process Knowledge  

    iQor’s accumulated process knowledge is the ongoing aggregation of decades of combined experience, insights, and methodologies our customer service experts bring to the table every day. This combination unlocks expert innovations and unique organizational insights for maximizing performance potential at scale. Our accumulated process knowledge forms an invaluable data lake of information to train our LLMs for industry-leading customer service.   

    PJ offers a simple explanation for the complex LLMs that power Symphony [AI]. Like ChatGPT and other AI familiar to broader audiences, Symphony [AI] is trained on billions and billions of rows of data to understand and make logical sense of information. A well-trained LLM is able to respond to input using natural language, the same way a well-informed human being would respond.   

    Symphony [AI] uses this input to develop advanced conversational models and provide dynamic chat interactions, performance enablement technology, and automation opportunities that boost KPIs, improve employee retention, and more to shape the bright new future of customer service with AI   

    Elevating the Employee Lifecycle With Intelligent Insights   

    PJ explains that iQor’s goal is to supercharge the employee lifecycle with Symphony [AI] by optimizing talent acquisition, accelerating the training process, and evaluating performance indicators to support employees throughout their employee journey. Here’s how Symphony [AI] cultivates exceptional experiences at every stage of the employee lifecycle.   

    1. Recruiting: Symphony [AI] begins impacting the employee experience before new agents are even hired. Frontline agents present a high value proposition for contact centers which is why we leverage Symphony [AI] to identify and shortlist candidates who meet the requirements. This creates a seamless hiring and onboarding process from the first interaction.  

    1. Training: Symphony [AI] enables employee training programs that improve knowledge and skill retention. We optimize training techniques with top instructional strategies in active learning and personalized career pathing to enable every agent to perform with excellence. This personalized ecosystem guides frontline workers through the training process and increases their familiarity with the systems and processes they will use after training. frontline workers through the training process and increases their familiarity with the systems and processes they will use after training.  

    1. Continuous Coaching: When agents reach the production floor, they still access that AI partner on their desktop to facilitate conversations and increase time to proficiency. As agents gain tenure with the company, Symphony [AI] provides insights to guide performance optimization, monitor compliance, and maximize employee well-being. The result is satisfied employees who perform at optimal levels and create smiles for customers 

    How Harmonious Employee Experiences Create Happy Customers 

    When customers contact customer service, they want to explain their reason for seeking support and reach a resolution as quickly as possible. The more proficient an agent is, the higher the chance that the customer will be satisfied with the support they experience.   

    Achieving consistent customer satisfaction is always our goal. Understanding the customer’s needs and supporting those needs according to existing systems, processes, and policies is not always straightforward—which is exactly why Symphony [AI]’s ecosystem is a strategic enabler for optimizing agent potential and ensuring best-in-class customer care. With the power of AI augmenting our agents’ capabilities, iQor is unlocking the complexity of customer interactions and providing swift, effective resolutions for customers. Symphony [AI]’s impact on the employee lifecycle creates a ripple effect of satisfaction from frontline workers to our clients’ end customer that keeps our clients smiling.    

    To learn more about Symphony [AI] and iQor’s digital capabilities, visit iQor.com/symphony-ai

    To learn more about PJ, visit him on LinkedIn.  

    Watch the video here.

    Read the blog post here

     

    The Journey to Becoming an Impactful BPO HR Leader

    The Journey to Becoming an Impactful BPO HR Leader

    BPO Leadership Excellence in the Philippines  

    This week, we welcome Liz Cabrera to the Digitally Irresistible podcast. Liz is a human resources manager supporting close to 2,000 employees in one of iQor’s sites in the Philippines.

     

    Liz describes human resources as a multifaceted arena spanning hiring, employee relations, compliance, compensation and benefits, and more. As an HR professional, Liz oversees every stage of the employee life cycle to support her site’s iQorians, create career pathing opportunities, and facilitate irresistible employee experiences. To Liz, HR means more than the job description. It means investing in employees, the company’s most valuable asset.

     

    On this episode, Liz shares how she found her way to HR management at iQor, what she has learned along the way, and how these valuable lessons are reflected in her day-to-day experiences. Liz’s dedication to her team in the Philippines and willingness to embrace unexpected opportunities have defined her outstanding leadership career with iQor.

     

    The Winding Road to Human Resources Management

    Liz’s journey to human resources management in the contact center industry has had its share of twists and turns. Before joining iQor, Liz had experience working in the banking industry in tech support. The customer interactions she managed helped lay a foundation that would inspire her interest in the BPO industry.

     

    Liz quickly learned the importance of active listening. The best way to provide effective resolutions is to listen to what customers are saying, communicate with empathy, and then focus on the resolution. Whether interacting with customers, peers, or leadership, the ability to support other people with authenticity has been a cornerstone of Liz’s work ethic.

     

    In an unexpected unfolding of events, Liz accepted a position with iQor that gave her the opportunity to become an HR specialist. She worked hard to master the skills she needed to live up to the role, setting a standard of continuous improvement for herself that culminated in other leadership opportunities. She supported her team as a subject matter expert (SME) and gained experience as a team lead and trainer for other potential SMEs.

     

    When there was an opening for an HR generalist position, Liz’s leadership team encouraged her to pursue the role. Initially, she was reluctant to apply. Her leadership team’s support and confidence in her abilities inspired her to apply, resulting in her being awarded the position.

     

    Ever since, Liz has continued to expand her repertoire as a human resources expert, fulfilling iQor’s commitment to best-in-class employee teams who contribute to exceptional CX.

     

    Empowering Employees to Be More With iQor

     

    When meeting employee candidates, Liz describes life at iQor as something that makes you better. iQor invests in career pathing to guide professional development and personal growth of employees throughout their lifecycle with the company. Thanks to the critical work of HR managers like Liz, iQor is committed to providing meaningful opportunities and support that make a difference in the lives of iQorians. That’s why 83% of employees in iQor Philippines say that it is a great place to work.

     

    At iQor, we know that employee experiences keep the wheels of exceptional CX turning. Liz’s role gives her the opportunity to recognize the potential of our current and prospective employees to enact ways of helping people succeed. This help goes beyond career development. As an HR manager, Liz is an essential part of giving back to the community through the support she provides for iQorians.

     

    Liz says her role with iQor has helped her learn to interact with people more effectively and bolstered her life outside of work. Her leadership serves as an inspiration to others. In turn, Liz says she is inspired by the thousands of employees her work supports to continue making a real impact in the lives of others.

     

    What Liz Does for Fun

     

    When Liz isn’t working, she enjoys traveling and spending time at the beach to swim or free dive.

     

    Watch the video here.

    Read the blog post here.  

     

    The Fusion of Heart and Science for Effective CX

    The Fusion of Heart and Science for Effective CX

    Leveraging a Career in Sales and Marketing for CX Innovation 

    This week, we welcome Stacy Sherman to the Digitally Irresistible podcast. Stacy is an award-winning keynote speaker, author, advisor, and host of the “Doing CX Right” podcast.  

    Stacy began her career in sales and marketing and has held multiple leadership roles at major companies over the past 25 years. Her approach to “doing CX right” is based on real-world experiences as a strategist and practitioner of customer service experiences. Her HEART & SCIENCE™ Framework for CX enables companies to accelerate loyalty and revenue through empowered workforces.  

    On this episode, we discuss how Stacy’s innovative framework maps out irresistible customer journeys by transforming the relationship between brands, their internal teams, and their customers.  

    How an Interest in Consumer Behavior Paved the Way for an Award-Winning Approach to CX 

    Stacy’s journey to CX expertise began in a high school advertising class. Fascinated by the topic of subliminal advertising, she knew she wanted to launch a career in sales and marketing to understand the underlying psychology of consumer behavior. She held several roles in sales and marketing long before customer experience became a buzzword. Early on, she developed her approach to an experience-based customer journey based on her own real-world experiences with customer behavior and brand engagement.   

    While working on e-commerce optimization and marketing for a telecommunications company, Stacy was given the opportunity to explore and implement voice of the customer and other CX best practices. She built her understanding from scratch, drawing on her years of experience as an employee, a manager, and a customer to identify gaps in those relationships to improve the customer journey.   

    This resulted in a two-pillar approach to CX that Stacy calls her HEART & SCIENCE™ Framework. Each pillar forms an acronym representing best practices to revolutionize the customer journey from the inside out. Together, the framework incorporates empathy, psychology, data, and scientific methodology that equips brands to drive customer engagement, boost loyalty, and empower their employees to be customer centric.  

    Connecting Heart and Science to Create Incredible Customer Journeys   

    Stacy’s wealth of experience taught her the interconnectedness of the customer experience and the employee experience. Effective CX is cultivated by rallying internal employees and frontline customer service agents around a united purpose. Her framework emphasizes company-wide collaboration fueled by the common goal of providing positive customer experiences.  

    The HEART Approach   

    Stacy’s initial fascination with the psychology of consumer behavior is represented in the first pillar of her framework, HEART, which describes best practices for both experience-based management and experience-based customer service. For Stacy, this is about going beyond profitability to bring the heart into business. Here’s how her HEART acronym breaks down:  

    Honest and authentic communication.  

    Employees and customers value transparency, honesty, and authenticity in brand messaging and internal operations.   

    Empower to deliver excellence.  

    Set your teams up for success by equipping them with the resources they need to provide exceptional CX.     

    Appreciate and design for DEI.  

    Apply diversity, equity, and inclusion practices to all aspects of the CX space.     

    Relationship building.  

    Commit to a relationship approach that emphasizes the value of each individual in the customer journey—from the customers themselves to sales teams, customer service representatives, and employees in other departments.     

    Tailor and personalize.  

    Invest in messaging and experiences that are personal to each customer and meet their needs efficiently and effectively.    

    The SCIENCE Approach 

    The second pillar, SCIENCE, brings data and scientific methodology into the equation. Stacy explains that internal and external operations must be supported by measurable results to drive customer engagement with truly effective CX. Here’s the breakdown of the SCIENCE acronym:    

    Segment and measure by persona.  

    To create a customer journey, you have to know who will take that journey. Identifying detailed customer personas guides relevant brand messaging and customer support.    

    Collect feedback.  

    It’s critical to develop effective means of gathering and analyzing feedback from customers and team members on a consistent basis.    

    Implement tech for analysis and prioritization.   

    Acquire interaction analytics and machine learning technology that meets your brand’s needs for gathering and analyzing data. This process needs to be ongoing to implement necessary changes based on the feedback received.    

    Evidence to get buy-in.  

    Gather results that speak to executive decision-makers to ensure that priorities are aligned from the top down.      

    Numeric and qualitative.   

    Present both quantitative and qualitative data to build a multi-level foundation for your brand’s CX effectiveness.      

    Collaborate and break siloes.  

    Seamless customer journeys require effective interdepartmental collaboration with informed and prepared teams. This includes eliminating siloes between teams as well as siloes between information sources.   

    Experiment.   

    Stacy follows the acronym TAAR: test, analyze, adjust, and repeat regularly to provide customer experiences that evolve along with their needs. 

    Communication and Collaboration Form the Cornerstones of CX Success   

    Together, the HEART & SCIENCE™ Framework meshes for active journey mapping that takes the entire customer journey into account. It creates an environment where everyone at the company—from frontline sales agents to back office employees—can experience the domino effect of how each role affects another and contributes to the overall customer experience.    

    This cross-functional collaboration goes beyond employees by creating processes for brands to engage directly with their customers. Stacy’s framework emphasizes the importance of receiving feedback directly from customers. While advice from sales teams about customers is valuable, receiving direct input from customers about what they need to be and remain loyal customers is critical for sustained CX. Encouraging open communication is at the heart (and science) of Stacy’s innovative CX framework.  

    HEART & SCIENCE™ in Action  

    Stacy’s HEART & SCIENCE™ Framework guided CX excellence at an international engineering company. Employees at this company initially showed some resistance to embracing a customer-centric model. Stacy developed a team to implement the CX initiative and ultimately helped them learn how this approach would drive benefits for employees and customers alike.   

    Over time, Stacy’s team’s diligent work helped the company grow its potential to embrace CX as a core priority. She implemented her framework with programs, activities, celebrations, and media that built momentum for CX. Now the company shows up for customers every day with empathy and more transparency. By embracing authentic engagement, the customer feedback the engineering company receives goes beyond measures like net promoter scores (NPS) and identifies specific customer needs as well.  

    Stacy’s HEART & SCIENCE™ framework has encouraged a cultural revolution that prioritizes CX and invests in the tools needed to create an irresistible customer journey. Her fusion of empathy-based HEART principles and quantitative SCIENCE strategies results in a comprehensive framework that empowers and improves the employee experience, boosts customer engagement to drive loyalty, and provides quantitative returns for brands—creating smiles for teams and customers alike. 

    What Stacy Does for Fun   

    Stacy is a talented backgammon player and used to travel internationally to compete in tournaments as a child. More recently, she has learned to play pickleball and says that the social outlet it provides has been a game changer in her life.  

    To learn more about Stacy, visit her on LinkedIn and her website at doingcxright.com.  

    Read the blog post here.

    Watch the video here

      

    Maximizing Employee Potential Through Career Pathing and Development

    Maximizing Employee Potential Through Career Pathing and Development

     Creating a Thriving Culture Shift for iQor Employees Through Organizational Development

     

    This week we welcome Mark Monaghan to the Digitally Irresistible podcast. Mark is vice president of organizational development at iQor, driving the transformation of leadership development programs for iQor’s 40,000 amazing employees spanning 10 countries. 

    Mark’s rich background in human resources and training and development has fueled his passion for leading iQor’s organizational development initiatives. His work focuses on building programs that positively impact the lives of iQorians through leadership coaching and career advancement. 

    On this episode, we discuss how Mark’s organizational development approach to employee career pathing enables iQorians to “Be More with iQor” and creates value for the clients who trust iQor to help achieve their goals.

     

    Transforming Employee Growth Through Organizational Development

    Mark’s journey to a career in organizational development was shaped by the valuable skills and experiences he gained along the way. He earned his undergraduate degree in telecommunications and film production. By his late twenties, Mark became managing partner with a national restaurant chain. Though he enjoyed the work, he wanted something he could really put his heart into. After reassessing his passions and priorities, he decided to earn master’s degrees and certifications in human resources. 

    He worked in HR for over a decade before accepting a corporate training position with iQor. The chance to develop people in positive ways made him fall in love with the world of training and development. His contributions helped expand iQor’s focus on training and onboarding to address broader organizational development. 

    Mark has been at the forefront of iQor’s shift to organizational development, providing leadership and proven strategies to support employees at every level of the company. His organizational development programs have won awards and created smiles for iQorians and clients alike. The efforts of Mark and his team embody iQor’s commitment to building rewarding employee experiences that support career growth and drive excellent CX. 

    Career Pathing Is the Way Forward for Maximizing Employee Potential

     

    iQor has historically emphasized onboarding and training for new agents and supervisors. While this remains an important focus for iQor, providing developmental opportunities at all leadership levels is also imperative. In 2022, iQor brought in new senior leadership to focus on training, allowing Mark to focus on organizational development.

     

    Mark is instrumental in building leadership programs and coaching workshops that focus on all employees, from agents to all levels of managers. He built career pathing into these levels, providing a leadership pipeline to maximize iQor’s investment in its employees, resulting in new avenues for growth.  

    iQor’s sQholar Program Enables Agent Leadership

     

    Frontline customer service agents and supervisors comprise the majority of iQor’s global workforce. In 2017, Mark helped launch iQor’s sQholar Program to enable the advancement of agents into leadership roles.

     

    An assessment of the existing training identified opportunities to improve its effectiveness. The sQholar Program was designed to drive specific KPIs along with other behaviors through a comprehensive coaching workshop.

     

    Mark and his team reduced a six-month-long training program to four months while also improving outcomes across multiple metrics. Frontline agents with the initiative to progress to the next stage of leadership are equipped to provide quality service and excellent CX, aligning employee career pathing with the growth expectations of iQor’s clients.

     

    The Award-Winning iLead Next Level Career Coaching Program Drives Leadership Potential

     

    The next level of iQor’s organizational development strategy is the iLead Program to provide career pathing into higher levels of leadership. The program applies iQor’s Leadership Competency Model, which describes the four levels of employee career pathing: 

    1.    Leading Oneself – Agents beginning their leadership journey.

    2.    Leading a Team – Frontline supervisors.

    3.    Leading a Department – Manager of managers.

    4.    Leading a Vision – Executives who drive strategy and results.

    Each step aligns with Lominger Competencies that ensure an employee’s position is about more than just a title. The program uses a mentor/mentee style dialogue to assess these competencies and encourage the relationships at the heart of iQor’s leadership structure. 

    In March 2023, iQor was awarded a Bronze Stevie® Award in the Customer Service Training or Coaching Program of the Year for iLead. Mark expressed pride in his team and the program for achieving this in the first year and a half of a global rollout. For Mark, this indicates that people recognize the difference iLead makes in the lives of iQor employees and the unlimited potential it has for improving output at every level.

    3 Values of Effective Leadership 

    iQor’s training programs and coaching workshops provide many metrics for assessing and enabling leadership success guided by these three key values:

     

    1.    Accountability

    It’s important for leaders to hold themselves accountable, asking themselves “did I set up this person to fail or to succeed?” This models the ability to provide honest self-assessments and remain solution oriented. Accountability is critical for maintaining the relationships at the core of advancing employees into new leadership roles.

     

    2.    Resiliency

    Mark says that in order to guide employees, leaders must have the capacity to withstand and recover quickly from obstacles. This true grit factor is especially critical in the BPO industry, which requires leaders who can thrive in a world of advancing technology, shifting client needs, and dynamic client priorities.

     

    3.    Servant-Leadership Mindset

    Effective leaders lead by example. An empathetic approach provides a respectful, safe atmosphere that allows employees to grow through recognition and appreciation. This culture of support and trust empowers employees who are intrinsically motivated to be the best they can be by developing their leadership potential.

     

    Culture of Learning is Key for Organizational Development Teams

     

    Underlying these three values of effective leadership is a culture that facilitates active learning. iQor's active learning strategy involves fundamentally reimagining the classroom for career learning through the application of research-driven adult learning principles and incorporates our expertise in work-at-home (WAH) and virtual learning processes.

     

    iQor has embraced methods and technology proven to increase employee engagement and provide effective learning and coaching. These methods emphasize collaboration, engagement, and active dialogue between coaches and employees. When learning strategies embody these priorities, employees are happier, more productive, and better suited to invest in their own development with iQor.

     

    Organizational Development Creates Teams That Consistently Exceed Client Expectations

     

    The sQholar and iLead Programs have been enormously beneficial for iQor’s employees and, consequently, for iQor’s brand partners. These programs empower Mark to share measurable results with clients pertaining to the effectiveness of iQor’s teams and training platforms.

     

    Career pathing aligns iQor’s internal messaging with client priorities by ensuring that employees at every level are driven to create smiles for themselves, their teams, their customers, and the brands they serve.

    What Mark Does for Fun

    When not building leadership programs from the ground up, Mark enjoys taking his vintage Corvette for a spin around his family’s home base in Charleston, South Carolina—a hobby that he and his son enjoy together. He is also a science fiction fan with a large collection of sci-fi memorabilia!

     

    To learn more about Mark, connect with him on LinkedIn.

     

    Watch the video here.

    Read the blog post here

     

     

    A Guide for CX Leaders to Create a Plan for Unshakeable Customer Loyalty

    A Guide for CX Leaders to Create a Plan for Unshakeable Customer Loyalty

    The Psychology of Customer Engagement: How Loyal Customers Accelerate Growth and Provide a Competitive Advantage  

    This week we welcome Jermaine Edwards to the Digitally Irresistible podcast. Jermaine is a leading customer growth expert, advisor, international speaker, and award-winning author. 

    With more than 20 years of sales and leadership experience, Jermaine specializes in working with brands to build customer loyalty. Since 2016, his clients have delivered more than $250 million in value to their customers. His revolutionary customer loyalty strategies improve retention, fuel revenue, and provide a competitive advantage in tough market conditions.  

    On this episode, we discuss how Jermaine’s secrets of unshakeable loyalty use proven psychological principles to engage customer loyalty and accelerate brand growth. 

    Advising Brands in Customer-Oriented Strategies for Success

    A self-described Jamaican farm boy who grew up in London and studied in Germany, Jermaine became a customer-growth enthusiast because of great mentors he had early on in his career. 

    Of all the businesses he worked with, Jermaine noticed that the most successful were customer oriented. This inspired him to develop a path for customer growth that small and midsize enterprises (SMEs) could apply to gain a needed advantage in tough climates. 

    Jermaine is now an established leader in customer loyalty. His business advises both SMEs and top global industry leaders to adopt a customer-centric approach to growth. His secrets of unshakeable loyalty transform the way CX leaders partner with their teams and communities to achieve success. 

    Unlocking the Secrets of Unshakeable Customer Loyalty

    Conversations about customer loyalty usually center around three different types: rational, emotional, and behavioral. These individual strains are all important concerns for engaging with customers, but for truly impressive results, the discussion has to go further.  

    Jermaine’s model for unshakeable loyalty goes above and beyond by tapping into known and observable qualities that brands and CX leaders can utilize in their customer base. By creating a relationship between the customer and the brand that is as important to the customer as the product or service being provided, unshakeable loyalty offers a uniquely successful strategy for increasing customer retention and revenue. 

    Principles of Psychology Can Improve Customer Retention

    The current global marketplace often prioritizes quantitative factors such as sales or cutting-edge developments in technology, but the benefits of a value-based, emotional connection with customers are important as well. Shared conversation and values with customers leads to a much more distinct, powerful, and cohesive loyalty. 

    There are three factors in creating this connection.

    1.    Psychology. Or, in other words, what we believe, understand, and value about how we connect with others.

    2.    Proximity. Proximity isn’t just about physical closeness but social closeness: it’s our sense of what groups we belong to and how meaningful they are.

    3.    Power. Power refers to the influence we have with others and the leverage we have to engage in deeper, richer conversations.  

    While all are relevant, psychology is the linchpin that holds everything together. Customers are people. Their needs and habits can, to a degree, be predicted, allowing CX leaders to unlock shared values and connections to improve customer engagement and cultivate loyalty.

    The Endowed Progress Effect Motivates Customers to Engage and Achieve Brand Goals 

    An effective strategy for unlocking this psychological connection is called the Endowed Progress Effect. This effect describes how people provided with artificial advancement toward a goal feel invested in reaching that goal. Rather than just educating a client or pushing for product engagement, this technique helps customers feel intrinsically motivated to achieve a goal set by the brand.

    Jermaine says the key is to tap into customer beliefs and values. Customers are more willing to engage when a brand has demonstrated that they understand and share their values. With this alignment, CX leaders can direct customers toward a goal. The Endowed Progress Effect is successful with customers by enabling brands to map out what motivates customers affinity with the brand. Brands can identify the values that underlie these motivations, and synthesize this information into goals that align the brand with customer values.

    Telling the Brand’s Story Through Shared Customer Values and Experiences

    To establish this human connection, it helps to think of strategy in terms of three types of stories. This framing allows for a more organic, flexible approach that is necessary for a customer-centric foundation. 

    Story 1: Relationship Between Customer and Company
    The first story is about the relationship between the customer and the company. This precedes the product or service and is all about identifying the values and needs of the customer base. Brands must initiate a dialogue with their customers that extends beyond a sales pitch – a real conversation with real connection gives customers the freedom to express the values they expect the brands they support to share. 

    Story 2: Relationship Between Customer and Product or Service
    The second story is about the relationship between the customer and the product or service. When the customer is grounded in supporting the brand’s values, the intrinsic motivation to support what the brand offers is already there. It is still up to CX leaders to maintain an active dialogue throughout this stage (here is where the Endowed Progress Effect comes in). Active participation focused on an end goal incentivizes customers to maintain their relationship with the brand in tangible ways.

    Story 3: Shared Experience and Value Between Customer and Brand
    The third story is mostly unseen: it’s about the shared experience and value created between the brand and the customer. This can be defined in many ways, from customer retention rates to revenue generation. This part of the story is where unshakeable loyalty manifests, creating new potential for brand growth and success.

    Embracing the Human Connection in Customer-Brand Relationships Produces Powerful, Measurable Results 

    Many brands are already expanding their growth potential by tapping into the secrets of unshakeable loyalty. This strategy enabled a well-known shoe brand to reach a 93% return rate for customers. The customers return to buy shoes because they believe their support of the product and brand makes a difference. When customers can connect a brand to their personal values, it creates a sense of pride that incentivizes them to maintain a loyal relationship with the brand. 

    While products and services evolve and become obsolete, customers will always be relevant. Understanding and utilizing principles of psychology equips brands to engage with their customer base in powerful ways that produce results. The shared values, stories, and emotions at the heart of every customer-brand relationship are what make unshakeable loyalty such a critical component of any brand’s success.

    What Jermaine Does for Fun

    A former cello player himself, Jermaine enjoys listening to orchestra music and attending the theater. This love of music, particularly string instruments, is shared by his daughter, who has played violin with the London Symphony Youth Orchestra. 

    To learn more about Jermaine, visit him on LinkedIn, Twitter, and his website at www.jermainedwards.com.

    Watch the video here.

    Read the blog post here

     

     

    How to Create Profitable Customer Experiences

    How to Create Profitable Customer Experiences

    Three Principles That Elevate the Customer Experience and Enhance Customer Lifetime Value

    This week, we welcome Dennis Wakabayashi to the Digitally Irresistible podcast. Known as the global voice of CX, Dennis is a renowned thought leader on the topic of customer experience. He teaches digital marketing at the University of Wisconsin-Madison and is also a distinguished speaker at the University of Oklahoma. 

    In 2021, Dennis was a keynote speaker at the World Marketing Summit in Turkey, the West African CX summit, and the LATAM CX conference; a workshop leader at Customer Contact week in the U.S.; and the host and MC of CXS Canada’s largest annual Customer Experience event. In 2022, he was named CX influencer for Expo 2020 Dubai.

    On this episode, we tap into Dennis’ expertise and discuss how to create a profitable customer experience based on the insights he shares in his book, “Laying Golden Eggs: How to Create Profitable Customer Experiences.” 

    The Writing Was on the Wall for a Creative Career

    Growing up in the inner city, street art provided an outlet for Dennis to express his creativity and transform his neighborhood streets into vibrant sources of inspiration. One day he completed a mural that read, “greatness can start from anywhere.” This garnered national recognition and features on news programs that caught the eye of the CEO of a prominent advertising agency. The CEO appreciated Dennis’ talent and hired him as a production artist. Over the years, Dennis worked his way up to art director, strategist, creative director, and ultimately senior vice president of strategy for a national ad agency. 

    Through it all, Dennis maintained his curiosity to investigate what makes advertising and marketing effective and profitable. Today, as an instructor, speaker, and author he shares his thoughts and techniques so others can do the same.

    Getting Omnichannel CX Right

    The modern omnichannel customer service environment adds complexity and opportunity to the customer journey that didn’t exist in years past. It can be a lot for brands to manage omnichannel CX in ways that align with their corporate culture and growth model while limiting costs and maximizing returns.

    This can lead to inconsistencies throughout the customer journey across different lines of business or even from one customer to the next. When organizations create a unified customer experience based on values that matter to them, they can better meet customer expectations and drive consistent revenue. 

    3 Components of a Profitable Customer Experience

    In his book, “Laying Golden Eggs: How to Create Profitable Customer Experiences,” Dennis separates the customer experience into three primary components: reputation, reach, and relationship. He finds that prioritizing these three elements throughout the customer journey provides opportunities to increase customer lifetime value, boost loyalty, and support long-term revenue gains.

    These three components unify the important touchpoints that connect a brand to a customer. In the modern digital world, social media and algorithms play a significant role in each of these three elements of the customer experience.

    1. Reputation

    While working for a national burger chain, Dennis stood across the street from one of the restaurants and typed “burgers near me” into his phone. The search results didn’t show the restaurant he worked for, even though he stood only a few feet away. 

    Reputation is everything to a brand and its visibility to customers. Google wants to show you the good burgers near you, not just any burger.

    When Dennis later started executing for that brand, he used social media to share great things about the burger chain and build its reputation. Then he introduced product promotions. This strategy yielded more profitable results than simply posting ads. 

    Reputation plays a powerful role in today’s customer experience even though it's not as tangible to measure as other aspects of the customer experience. 

    Customers are willing to go out of their way to buy from brands with great reputations, even if their pricing is a little higher than their competition. This creates profitable customer experiences. Conversely, brands that lack a good reputation are hard for customers to find, especially when Google doesn’t recommend them in search results. 

    This leads to the second part of the experience. 

    2. Reach

    In the burger situation, Dennis found that the promotions they offered through social media (such as a dollar off) would generate a huge backlash of criticisms of the restaurant or the burgers. 

    Although this is to be expected to a certain degree due to the nature of expression on social media, Dennis recognized the importance of building a strong reputation before focusing on the brand’s reach through ads or promotions.

    The combination of a good reputation and broad reach reduced customer care costs and increased sales for the burger chain through social media monitoring and responding promptly to negative comments on the internet. 

    Dennis finds there is a strong correlation between the strength of a brand’s reputation and the degree to which they can reach customers.

    Because this form of scaled communication relies on algorithms to connect with people online, a good reputation is essential in order to reach customers authentically. This builds a long-term customer relationship that supports greater customer lifetime value and revenue.  

    In addition to reaching a wide audience, reach also encompasses omnichannel customer experiences that offer myriad opportunities for brands to connect with customers through various channels.  

    By building a strong reputation, reaching customers across a vast number of channels, and developing a relationship with them through the use of technology, brands essentially adopt a business model that more closely resembles a subscription model than retail. 

    In this process, loyalty forms a key attribute of the relationship or the experiences that brands have with customers at scale. 

    This leads to the third and final pillar, relationship. 

    3. Relationship 

    With so much content across all these digital channels, brands must think about how to develop and sustain relationships with customers.

    When a brand wants to drive incremental revenue year over year, building long-term customer relationships is one of the best CX strategies they can deploy. These relationships are cultivated well through email and loyalty programs, but many brands have also been able to use social media to convert connections to e-commerce opportunities.

    Digital channels form the main element of most customer experience strategies that drive consistent revenue at scale through a strong customer relationship across industries. 

    The bigger the brand, the more customers they have, the more integrated their customers are into their technology, and the more difficult it is to advance the additional technological opportunities that are available to them.

    Newer companies and startups, on the other hand, tend to have an advantage in building relationships through digital channels because they're not built on legacy technology systems. Instead, they start with a new technology base to acquire customers, build relationships, develop a social presence, and build their reputation.

    Dennis finds that business to business brands tend to move a little faster in developing their customer experience because they're typically inbound marketing organizations, while business to consumer brands enjoy greater opportunities for profitability although they implement CX a little slower. 

    The Role of the Customer Journey

    The customer journey should connect the reputation, reach, and relationship between a customer and a brand. These three principles are connected by transparent, actionable data to create profitable customer experiences at scale for any organization, large or small. 

    What Dennis Does for Fun

    Dennis’ family and coworkers would say work is where Dennis finds his fun, because he's always working. 

    But that all changed when Dennis received a virtual reality (VR) headset from his family for his birthday. Now, his favorite pastime is playing Beat Saber—a rhythm and music VR game set in a futuristic world. 

    To learn more about Dennis and how to create profitable customer experiences, connect with him on LinkedIn, Twitter, and his website www.denniswakabayashi.com.

    Watch the video here.

    Read the blog post here. 

    How iQor Optimizes Cloud Security With Prisma® Cloud

    How iQor Optimizes Cloud Security With Prisma® Cloud

    A Digital Transformation Approach to Enhance CX Cloud Security Within an Expanding Cloud Footprint  

    This week on the Digitally Irresistible podcast, we welcome a trio of CX cloud security experts: Chris Fago and Kyle Pierrehumbert from Palo Alto Networks and John O’Malley from iQor.  

    We’ve come together to discuss the benefits of a scalable solution that helps provide real-time visibility and full stack protection for all applications that iQor deploys in our cloud-first digital transformation strategy. iQor recently announced our selection of Palo Alto Networks Prisma® Cloud Native Application Protection Platform for integration into our digital ecosystem to further enhance cloud security. This integration supports iQor’s digital transformation initiative to increase our footprint in the cloud while keeping security as a top priority and ensuring end-to-end visibility across all cloud platforms. 

    On this episode, we unpack what this integration means for our clients and how it enhances the customer experience that we create for their end customers.   

    Career Journeys to the Cloud  

    Though his high school peers voted him most likely to host his own talk show, Chris’ career path led him to software sales. He joined a cloud security startup company that Palo Alto Networks acquired in 2018. Today, he's a technical sales manager on the Prisma® Cloud team helping large enterprise organizations secure their applications from code to cloud. 

    Kyle’s social nature combined with his longstanding interest in technology also led him to software sales. After working at several large cybersecurity companies, he now works as a cloud security solutions architect at Palo Alto Networks.  

    John shares a longstanding interest in computers and technology. He studied mechanical engineering in college but realized his true passion was for computers and IT. He worked for a consulting organization for 14 years, an HR software as a service (SaaS) company for three years, and has led the infrastructure team at iQor for the past seven years. Today, John is the chief information security officer at iQor. 

    The Business Benefits of a Secure CX Cloud  

    Maintaining a secure environment is the top priority for iQor's digital transformation initiative to transition its entire tech stack to the CX cloud —from applications and services to the tool sets we use to support our BPO clients.  

    iQor sought a product set to aid in securing our cloud environment. iQor's existing partnership with Palo Alto Networks to help secure the perimeter of our firewall and enhance data security within the networks made Palo Alto Networks Prisma® Cloud a strong contender. 

    Since selecting Prisma® Cloud through a comprehensive evaluation process, John says iQor’s CX cloud security journey with them has continued to enhance our posture in all areas, including network and storage objects, services, servers, and the code we put into our repositories.  

    How Prisma® Cloud Supports iQor’s Digital Transformation Initiatives 

    Prisma® Cloud is a cloud native application protection platform (CNAPP)—a term coined by Gartner. Chris explains that this is a set of security and compliance capabilities designed to secure and protect cloud native applications from development to production.  

    Prisma® Cloud helps support iQor's digital transformation initiatives by increasing our footprint in the cloud while ensuring security and end-to-end visibility across all cloud platforms.  

    A Cloud-First Development Strategy to Improve Customer Outcomes  

    Because firewalls can’t solve everything, Kyle points out that every phase of the cloud native application lifecycle presents new opportunities for iQor to further enhance security and deliver better customer outcomes to clients.  

    Prisma® Cloud’s scalable solution helps provide real-time visibility and full stack protection across public clouds to detect and prevent vulnerabilities and secure running applications. It alerts iQor teams immediately of any potential risks so they have the opportunity to address them quickly. This includes performing code checks that may require reconfiguration to enhance security before going into production as well as detecting any active threats in the public cloud environment.  

    Simplifying Processes and Improving Efficiency Through Cloud Security  

    John notes that Prisma® Cloud also improves efficiency with audits and compliance certifications. It enables his team to continually monitor the cloud infrastructure to ensure adherence to all controls that have been put in place by enabling them to set up alerts so they can promptly address any issues. This simplifies the audit and certifications process, enabling John's team to spend more time developing and deploying code.  

    Securing Work-at-Home Environments  

    The COVID-19 pandemic prompted organizations to expand their cloud workload deployments at a rapid pace. Chris explains that this presented more cloud security incidents because cloud security investments lagged behind.  

    When government orders shut down work-in-office environments in the early days of the pandemic, iQor needed to quickly create secure work-at-home environments for thousands of employees across multiple locations worldwide. This was essential in order to continue to provide excellent customer experiences for our clients’ end customers 

    By adding a layer of security to assist with multi-cloud protection deployment while providing real-time insights into potential vulnerabilities, Palo Alto Networks and Prisma® Cloud have helped us deliver secure work-at-home environments and have enhanced our cloud security.  

    Helping the Infrastructure Team Develop Code Securely  

    Kyle emphasizes how Prisma® Cloud helps iQor by taking the guesswork out of cloud security. Security is no longer relegated to the security team, it's a full business effort.   

    John adds that Prisma® Cloud helps developers create code securely, without having to be an expert in everything. His teams can focus on developing good, efficient code while enjoying the peace of mind that it’s secure when we deploy it to the CX cloud. With Prisma® Cloud, iQor's development teams create secure environments without having to be security experts and infrastructure experts. 

    What the Trio Does for Fun   

    John enjoys spending time with his wife, kids, and dog. He used to spend much of his free time coaching his son's soccer team, but now that his son is in high school he cheers him on from the sidelines. 

    Chris loves baseball and enjoys going to games with his wife and family.  

    Kyle keeps it simple. Whenever he's not at the keyboard, he's lifting weights, watching or playing hockey, or enjoying time outside with his friends, girlfriend, or dog.  

    To learn more about this week’s guests, connect with Chris, Kyle, and John on LinkedIn. Additional details about Palo Alto Networks Prisma® Cloud are available on their website at www.paloaltonetworks.com/prisma/cloud

    Watch the video here.

    Reach the blog post here

     

     

    The Differentiated Experience Is the Most Referable Customer Experience

    The Differentiated Experience Is the Most Referable Customer Experience

    Exceeding Customer Expectations Through a Differentiated Experience Drives Loyalty and Sales 

    This week, we welcome Stan Phelps to the Digitally Irresistible podcast. As a keynote speaker and workshop facilitator for numerous brands, Stan delivers the message that a purposeful differentiated experience (DX) wins the hearts of employees and customers. Stan shows how differentiation ultimately boosts loyalty, retention, referrals, and bottom-line results. He also says that differentiation isn’t just about what you say, it’s about what you do and, more importantly, how you do it and why you do it. Stan leverages his collection of more than 5,000 case studies to engage his audiences with practical ideas that inspire action. 

    On this episode, Stan shares the I.D.E.A. framework—his step-by-step method to communicate how to adopt and implement a differentiated experience.  

    A Quest to Exceed Customer Expectations 

    Stan worked in marketing for two decades, beginning on the agency side at IMG before working for several large brands (Addidas, the New York Yankees, and PGA of America). He later returned to the agency side to do experience marketing at Synergy. While there, he created larger-than-life experiences during the advent of social media and saw first-hand how quickly marketing was evolving. 

    In 2009, he had a moment of truth about the seemingly elusive goal of meeting customer expectations. This led him to collect and analyze more than 1,001 examples of companies that purposely go above and beyond to exceed customer expectations. 

    That journey led to his first book, "Purple Goldfish," which is now one of more than a dozen books in a series he has written about creating a differentiated experience.  

    The I.D.E.A. Framework  

    Stan's I.D.E.A. framework is an acronym that outlines how brands can create a differentiated experience to exceed customer expectations. Each phase of the framework involves a straightforward three-step process. 

    Inquire 

    In the I.D.E.A. framework, an improved customer experience begins with the inquire phase. This phase helps you build personas of the customers you serve in three simple steps. 

    1. Gather insights to best understand the customers you serve. 
    2. Look at things from your customers’ perspective. Think about all the experiences along their customer journey and consider how they relate to you as a brand. 
    3. Use the information you gain to uncover gaps and opportunities throughout the customer experience. A gap is a friction point where you can improve a specific part of the customer experience to better meet customer expectations. Opportunities are key moments within the customer experience that you can elevate to create a truly amazing experience.  

    Stan sums up this phase with a quote from the late Jack Welch, former chairman and CEO of General Electric, who said, "There are only two sources of competitive advantage: the ability to learn more about our customers faster than the competition and the ability to turn that learning into action faster than the competition." 

    Design 

    The design phase provides an outline for identifying the parts of the customer journey you want to address and how you plan to improve them. 

    1. First, set your focus on what you plan to address. Identify the most critical gaps you want to fix as well as the most promising opportunities to elevate the customer experience. 
    2. Once you've set your focus, begin asking big questions to explore different ways you could address the gaps and opportunities. What would you do if you had a year to make the improvements? What if you had a million dollars? What if you had 10 minutes and $10, how would you implement your changes? 
    3. Then brainstorm and design ideas that address your gaps and opportunities. Think big while also grounding your ideas in reality. Consider how other industries have solved similar issues. 

    Evaluate 

    Once you have developed some ideas, evaluate the best ones on your list.   

    1. The evaluate phase begins internally to ensure you have the capability to deliver on the idea. Look within the organization to answer questions such as the resources it would take to implement the idea, whether you have the organizational bandwidth to deliver on the idea, and if the benefits outweigh the costs associated with the idea. 
    2. Once you’ve assessed internal capabilities, begin the external validation process. Test your ideas in a focus group, do surveys, or run them by a customer advisory board to validate that your opinions about the ideas align with what the customer thinks of them. There's often a disconnect between what we think and what customers actually feel; external validation strengthens your plan before you allot resources to the next step. 
    3. The third and final step is the pilot phase. Test your solution in a specific market or in a limited fashion to validate its effectiveness. If the pilot is successful then you're ready for the last stage. 

    Advance 

    Advance is where the rubber hits the road—where you begin large-scale rollout of the plan. 

    1. Incorporate the feedback you learned from the pilot and achieve buy-in. Secure the budget and resources you need to effectively implement the idea. 
    2. Plan the rollout by training your team and creating the processes and procedures to carry out the idea. 
    3. Determine how you're going to measure improvement to the experience on an ongoing basis. This critical step takes you back to the inquire phase to ensure you continue to achieve what you set out to do. 

    Taking a Holiday With a Differentiated Experience 

    One example of the I.D.E.A. framework in action comes from the hospitality industry. An all-inclusive vacation group that offered week-long vacation packages for guests wanted to identify the gaps and opportunities in their customer experience to make it the best it could be.   

    Utilizing the I.D.E.A. framework, they stepped into the customers’ shoes and went on a holiday. They found that guests loved the week-long experience, but the final day of the vacation presented opportunities for improvement. Guests would check out of the hotel with time to spare before they departed the resort. During this waiting period, they felt forgotten and ignored—they no longer had full access to the facilities and the staff had moved on to a new group of guests.  

    Based on that insight, the group set out to design a better experience for these departing guests. They knew the last day of the trip left a lasting impression and they needed to make it the best it could be. After brainstorming and assessing ideas, they implemented one called "Departure Beach." This was a lounge they created within the resort where departing guests could enjoy a designated experience just for them on their last day of vacation. This capped a fantastic week-long experience and left them with a positive impression that was worth repeating. 

    A Differentiated Experience That Drives Loyalty 

    By methodically implementing an organized approach to elevating the customer experience, brands can gain insight into the customer journey and identify ways in which they can exceed customer expectations. By inquiring to know more about your customers and their experience and designing, evaluating, and advancing ideas to make those experiences the best they can be, brands can create remarkable experiences that customers want to share. 

    What Stan Does for Fun  

    For Stan, golf has been the silver lining of the pandemic. After giving up the game for several years, Stan reignited his interest in golf with his two teenage boys over the past few years and they enjoy spending time together. Being outside, exercising, and immersing themselves in nature adds to its appeal. 

    To learn more about Stan and the I.D.E.A. framework, connect with him on LinkedIn (#the1299), Twitter, and on his website at https://stanphelps.com. 

    Watch the video here.

    Read the blog post here.  

    The Vital Role of Quality Management in Customer Experience

    The Vital Role of Quality Management in Customer Experience

    How Quality Management and Service Excellence Are Essential for a Great Customer Experience  

    This week, we welcome Alec Dalton to the Digitally Irresistible podcast. Alec is co-founder and managing partner of the Hospitality Leadership Academy, a firm offering professional development programs and management consulting focused on service excellence.  

    Alec has operated five luxury properties and has held various corporate positions with hospitality industry pioneers like Marriott International, The Ritz-Carlton Hotel Company, and Walt Disney Parks & Resorts. He is a renowned keynote speaker on customer experience and quality strategy and a contributor to several internationally best-selling books on the topic. He also operates a consultancy that helps businesses—brand names and boutiques alike—design and deliver five-star services. 

    On this episode, Alec discusses the role of quality management in your customer experience strategy and how essential it is for achieving high levels of customer satisfaction 

    A Career Journey That Began Where Dreams Come True 

    Alec’s career dreams date back to when he was eight years old on a family vacation at Disney World. While he and his family were at lunch talking about the special experiences they had that morning at the Magic Kingdom and sharing excitement about the upcoming fireworks that night, Alec noticed a custodial cast member (aka Disney employee) cleaning a nearby table. Seeing quality management in action, he realized that the magical experiences he and his family enjoyed were only possible because of people like the custodial cast member and all the other employees in various functions across the resort.  

    As he grew older, Alec was captivated by Disney’s focus on quality and he learned that other organizations did the same thing. He studied hospitality at Boston University, worked in a variety of hotels and resorts, and spent time in the quality management function in different corporate offices. Today he enjoys helping a variety of large and small organizations develop their own five-star services by training their teams, refining their executive and leadership development programs, and shaping custom frontline training programs. He provides this management consultancy focused on quality management, HR, and customer service both through his firm, the Hospitality Leadership Academy, as well as Accelerate Learning Systems, a partner company.  

    The 3 Components of Quality Management in CX 

    Alec believes that every organization should have a philosophy around quality. Quality, he says, centers on the interplay between customer experience, customer success, and customer service. He defines three primary components of quality management. 

    1. Conformance to Company Standards  

    One way to assess quality is based on conformance to the expectations a company has for the way work gets done and how outputs are produced. There should be consistency in your company’s quality standards

    2. Competitive Quality 

    Another way to assess quality is in the context of industry norms and the experiences customers have with your competitors. Consider what competitors are doing to meet customers' needs, where they are failing, and what expectations customers have of your brand based on their experiences with analogous businesses.  

    For example, in the hotel business, it’s common to check in with an employee at the reception desk for a few minutes before going up to your room. But in the airline industry, it’s possible to check in online or check in at a kiosk in the airport. Also, in most cases, it’s possible to select your seat on an airplane. Why can’t the hotel business take advantage of the same self-service mobile technology innovations to enable mobile check-ins and room selection in advance? The analogous expectations customers have of your industry compared to other industries influence their perception of competitive quality. 

    3. Customer Satisfaction  

    Finally, in Alec’s experience, customer satisfaction is the most important definition of quality. Customers bring their own unique wants, needs, and expectations. It’s your job to deliver the products and services that satisfy those needs or help them find a way to get there if you can’t. 

    How to Use Quality Management to Improve CX Design 

    Despite how essential quality management is in good CX, it is often overlooked. Yet there are ready-made frameworks CX professionals can use to design and improve experiences. 

    One of Alec’s favorites is the Six Sigma quality framework that guides CX professionals to reduce inconsistency and improve efficiency. The DMAIC process (Define, Measure, Analyze, Improve, and Control) outlines this strategy, which Alec writes about in “Customer Experience.”  

    Define  

    First, customer experience professionals must define the experience they want to deliver. This includes both the actual experience and the outcomes—the memories or products you want the customer to leave with. Alec says it’s important to measure the key touchpoints along the customer journey that are important for driving customer satisfaction.   

    Measure  

    Second, measure the business operating metrics so that you can address compliance quality and competitive quality throughout the customer journey.  

    Analyze 

    Third, track the key metrics over time to reduce risk and make sure you’re actually satisfying your customers. Ensure your standards meet the needs of your customers and are at least equal to your competitors’ standards.  

    Improve 

    Next, look for opportunities where you can take things to the next level and improve on your current experience 

    Control 

    Finally, develop a quality control plan so you can sustain a new level of quality or improve it and delight your customers even more in the long term.  

    Perceived Challenges of These Frameworks 

    Originally developed in the manufacturing world with clear metrics for consistency, the data-intensive focus of the Six Sigma and Lean Manufacturing philosophies can lead some brands to hesitate with them, especially for those in industries that rely on measuring customer or employee emotion.  

    The DMAIC process, however, is fairly common for brands in the hotel, hospitality, and entertainment industries. Using voice of the customer channels like surveys and social media feedback, hospitality, and B2C companies can mine those sources for data. And there’s increasing potential for more data in the future as video recognition and artificial intelligence technologies continue to advance. 

    The Cost of Poor Quality Management 

    In “Customer Experience 2,” the second customer experience book Alec coauthored, he writes about the cost of quality in the customer experience. He explains how there is a cost to deliver quality, but the cost of poor quality is even greater. 

    The cost of poor quality can include negative word-of-mouth, opportunity costs, loyalty loss, negative sentiment, waste, and the cost of reworking processes to eliminate quality concerns. It’s important for brands to consider what happens when things go wrong and how you can prevent it from happening in the first place.  

    For example, say you check into a hotel and the front desk provides friendly service and your guest room is lovely. But after you go to sleep, another guest suddenly walks in and you realize you were both checked into the same room. Oops!  

    In this scenario, two customers are understandably upset about the experience, which may result in negative word-of-mouth, rebates, refunds, or other accommodations to ensure customer satisfaction. Poor quality by design—the breakdown in process that caused this problem—resulted in all of these costs.  

    The cost of quality management can be categorized into two groups: conformance and non-conformance. 

    1. Conformance 

    Conformance is the cost of designing and implementing effective quality management. There are two types of conformance costs: appraisal costs and prevention costs. 

    Appraisal costs include things like inspecting parts or supplies before production begins or before a service is provided. Implementing quality assurance programs, performing inspections and the like are all part of the appraisal costs. This costs money, time, and effort, but it can prevent faulty parts or experiences from advancing through your supply chain and production process.  

    Prevention costs are similar but from an in-built design standpoint. Prevention costs often go by the Japanese term poka-yoke which means foolproofing. These are the measures you put in place to prevent accidents from happening. In a digital world, they might include preventing an employee or customer from skipping a step in a transactional process through a pop-up message. There are costs associated with designing, building, and implementing these, but these costs are often much lower than the costs of non-conformance. 

    2. Non-Conformance 

    Companies incur non-conformance costs when things go wrong, often due to poor quality or ineffective quality management. These include external opportunity costs—the cost of an upset customer, angry guest, or negative word of mouth. But they also include internal costs when things go wrong and you need to rework processes, reduce waste, or address low employee morale 

    Balancing Quality and Cost  

    To reach a healthy balance between quality with cost, it’s important to remember that the ideal level of quality, at least from a financial standpoint, isn’t perfect quality. Perfection is astronomically expensive and often unattainable, especially in services businesses because we’re all human and accidents happen. In contrast, the goal is to balance the cost of preventing and assuring quality to help reduce the cost of any potential failures and ensure a great customer experience with high levels of customer satisfaction.  

    What Alec Does for Fun 

    Being in the hospitality business, Alec loves to travel. Last year he visited all 50 states in the USA! He’s still deciding on this year’s adventure, but he has his eyes set abroad.  

    To learn more about Alec and his insights into quality management, visit his website at www.alecdalton.com and connect with him on LinkedIn and Twitter

    Watch the video.

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    3 Elements for Creating Exceptional CX through Email

    3 Elements for Creating Exceptional CX through Email

    How Strategic Email Marketing Can Create Great Customer Experiences and Improve Your Bottom Line 

    This week’s guest on the Digitally Irresistible podcast is Emily McGuire, a self-proclaimed email marketing nerd! As the customer evangelist at AWeber, Emily applies her email marketing expertise to create a great customer experience through email at every step of the customer journey. On this episode, Emily explains three key elements to creating an exceptional customer experience using email. 

    3 Elements for Creating Exceptional CX through Email 

    Throughout her years of work in email marketing, Emily has identified three primary elements for creating exceptional CX through email. 

    These three stages of the customer journey with email are: 

    1. Onboarding 

    For Emily, it all begins with customer onboarding. Although this phase looks different for different types of businesses, it always encompasses beginning the customer relationship on the right foot—anticipating the customers' needs and providing the information they need to be successful with your brand. 

    This step is focused on educating and nurturing new customers to set the stage for their relationship with your brand. Email onboarding campaigns keep the customer experience at the forefront to build customer trust, whether it’s navigating a new platform they signed up for, anticipating the next steps in a professional services relationship, or learning when to expect a product they ordered and how to use it effectively.  

    This involves predicting what the customer needs for a personalized experience every step of the way. One example of a successful e-commerce email onboarding campaign Emily shares is from a company that sells washable rugs. In the early days of the COVID-19 pandemic, Emily purchased a rug with a removable top that can be cleaned in the washing machine. She began to take note of the company’s engaging post-purchase email series before her order even shipped. After placing her order, she received a series of onboarding emails beyond simply an order confirmation.   

    This included helpful emails telling her, as a new customer, how to prepare for her new rug and how to care for it. She also received an email addressing shipping delays due to the pandemic and supply chain issues. Soon thereafter she received a shipping confirmation email, an email confirming her rug was delivered, and a reminder email about how to care for her new rug along with potential problems that may arise and how to contact customer support in the event of an issue.  

    Throughout the new customer onboarding process, the brand proactively anticipated the questions their customer support team was likely to receive and answered them up-front instead of waiting for new customers to reach out to customer service, probably reducing some of the volume of inbound customer service calls for this brand. They shared useful information at each step of the customer journey, and built a strong relationship with Emily, as a new customer, to foster brand loyalty from the get-go.  

    This step looks very similar in the software as a service (SaaS), B2B, tech, and professional services worlds—anticipating questions, offering new customers a tour of the product upfront, and providing a brief introduction to the most common features people use first with their new product or service so they aren’t left to guess or reach out to customer service in frustration. A happy customer is more likely to be a loyal customer. 

    2. Retention  

    The next step in Emily’s map of the customer journey is customer retention, to nurture your brand’s relationship with customers and make sure you strive to gain their loyalty. As the great management thought leader Peter Drucker said, “The purpose of a business is to create and keep customers.”  

    To foster loyalty, Emily says it's important to ensure customers get what they need from you. This includes making certain you provide information in your emails to customers on how to get support if they need it so they don’t need to search for it on your website. 

    It’s also important, especially in the e-commerce world, to thank people for being a customer and for being a part of your brand community, incentivizing them to order again. In the SaaS and B2B world, this involves looking at critical touchpoints for customers and the types of services or future adoptions they are likely to take and nurturing them to take those.  

    Ultimately, it’s not just about retention, it’s also about adoption and usage so you bond customers to your product or service with a long-term view of their lifetime value. This means anticipating the information they need and reinforcing it with the value that it provides. The deeper their connection, the more value they’ll see and the longer they’ll stick around. By guiding customers through each stage of your service or product and helping them make the most impact with those features or services, you can capitalize on their customer engagement and garner better, more cost-effective results than trying to win them back after they ghost you.  

    For example, Emily recently signed up for a SaaS product and, during the sign-up process, indicated that she works with a team. The first onboarding emails she received provided a standard overview of the platform and the value it provides. Then she began receiving emails about collaboration and the advantages of adding team members to her account. The SaaS provider capitalized on the information they gathered from Emily to target their email campaign to her anticipated needs. They knew that if she adds collaborators she becomes “sticky” — a strong signal that she’ll become a loyal advocate for the product. 

    3. Reactivation 

    The third and final step of the email customer journey is reactivation. Emily explains that there are two types of reactivations.  

    1. Reengage. The first type of reactivation is with customers who display a loss of interest in your product and are at risk of abandoning your brand. These are customers who are cooling off, starting to ghost you, starting to put distance between themselves and your brand, and are using your product less frequently and contacting you less often. 

    You can gather data by looking at how many times customers are logging into their accounts to use your product if you’re a SaaS business. Similarly, B2C brands can determine if it has been a while since they were in contact with their account representative or ordered your product. Looking at these signals and developing campaigns to remind customers of the value you provide and sharing information on how they can get that value or giving them a discount code for additional products or services can help reengage their interest and improve customer satisfaction. 

    2. Win Back. The other type of reactivation is focused on bringing back customers who have abandoned your product altogether or canceled their account or service with you. 

    Sending them a series of follow-up emails addressing why they left, offering them incentives, and having a representative talk to them about what you can do to win back their business can give insight into how you can improve their experience with your brand and win them back.  

    Although reactivation offers a significant ROI because there are lower costs associated with gaining business from an existing customer than winning a new customer, Emily finds that reactivation strategies are fairly uncommon. Brands often don’t think about customers that disappear because their data simply goes away. It takes actively seeking them out and understanding the needs of your customer in order to win them back.  

    Marketing in the Customer Journey 

    Emily concludes that these three themes are really about anticipating what customers are about to do and nurturing your relationship so they can be as successful as possible with your product or service.  

    Marketing is often focused on lead generation and conversions, but retaining existing customers is much more profitable. These three elements can guide brands to cultivate great CX through email marketing campaigns as part of a unified customer experience strategy. Remarketing to customers over and over again in these ways deepens their relationship with your brand and optimizes their customer journey.  

    What Emily Does for Fun 

    Emily loves playing with her child in addition to exploring old hobbies that went on hiatus during the pandemic. Rediscovering the joys of disc golf is at the top of her list right now. 

    To learn more about the email expertise AWeber offers, visit www.aweber.com. To connect with Emily and follow her email marketing tips, visit her page on LinkedIn

    Watch the video here.

    Read the blog post here.  

     

    A Winning Digital Transformation Strategy for Inside Legal Teams

    A Winning Digital Transformation Strategy for Inside Legal Teams

    Streamlining Contract Management Workflows Through Digital Transformation to Improve Ease, Efficiency, and Cost 

    This week’s guest is Jerry Levine, general counsel and chief evangelist at ContractPodAi. He both uses and celebrates the ContractPodAi technology platform that offers inside legal teams the ability to get more work done with less friction while contributing to a great customer experience 

    On this episode, we hear how the ContractPodAi cloud enables the digital transformation of the in-house legal field through contract lifecycle management that utilizes intuitive artificial intelligence (or augmented intelligence, as Jerry says) to increase legal agility, improve workflows, and save money. 

    From Client to General Counsel and Chief Evangelist  

    When Jerry joined ContractPodAi as their general counsel and chief evangelist he brought with him an extensive legal background as well as experience implementing and using ContractPodAi as a customer himself. At his previous in-house legal department for a tech company, he first tried implementing another contract lifecycle management (CLM) platform, but with many features only available as add-ons, he sought a better solution. He turned to ContractPodAi which offered integrations with other systems and extensive automation to improve workflows along with excellent customer support to learn the ins and outs of the platform.  

    Almost immediately, ContractPodAi identified lost revenue on previous contracts and saved the company $500,000 while also significantly lowering the turnaround time on contracts.  

    With such positive experiences using the platform, he truly believed in the product as a user, so much so that he joined ContractPodAi. Jerry is still a loyal customer and helps guide ContractPodAi’s digital vision and enhancements while adding value for inside legal teams and clients.  

    The Digital Transformation of CLM 

    Built by attorneys, ContractPodAi guides the digital transformation of contract lifecycle management and provides insights and efficiency into the process in addition to offering other capabilities through its extensive legal platform. It uses an intuitive artificial intelligence (AI) engine to help legal teams be ready for anything.  

    Because legal teams manage numerous contracts and relationships concurrently, managing them efficiently can often present challenges with large amounts of unstructured data that isn’t easily organized in a database without assistance from natural language processing, machine learning, or other AI technologies. The digital transformation of CLM offers structure to the process that saves time and money and improves accuracy as well as speed of contract closings.  

    ContractPodAi distinguishes itself in this transformation by providing end-to-end contract lifecycle management. This enables in-house legal teams to quickly and easily create, complete, search, and manage contracts of any type while advanced AI automatically detects and extracts obligations and offers recommendations to help make decisions. 

    It is configured to each customer's unique systems and requirements offering a single repository for every contract with powerful tools that grow and scale through an easy user experience that improves speed and efficiency. 

    Moreover, the excellent customer support that Jerry experienced firsthand makes the integration simple and stress-free so legal leaders “look like heroes” as Jerry says

    Empowering In-House Legal Teams With AI 

    Contracts are the lifeblood of business and CLM can benefit legal teams across industries, from banking and finance to customer care, software vendors, and manufacturers. ContractPodAi makes all aspects of the contract process better, faster, and easier through digitization and automation. 

    Jerry sees this as especially helpful in the legal profession which hasn’t seen significant changes in the nature of their work since the time of Abraham Lincoln. Legal work still involves a lot of research and writing, but in the fast-paced digital world of today’s businesses there are opportunities to streamline it with digital technology. Many legal professionals rely on older technology like email and Excel and sometimes resist digital innovation within the legal department. But with contracts impacting many aspects of the business, utilizing AI to improve workflows offers tremendous benefits throughout the contract lifecycle.  

    With so much information contained in contracts, extracting it, organizing it, and accessing it with ease presents opportunities to leverage the power of digitization. Early contract management platforms focused on storing and organizing the information according to customer and/or project.   

    Modern CLM technologies like ContractPodAi offer similar features, but also address the entire contract lifecycle. This innovation is a significant change from electronic storage and shared drives or syncing programs. ContractPodAi’s technology enables it to extract and interpret data better than people can, providing insights that may otherwise be missed.  

    Two Examples of How CLM Adds Value 

    Jerry describes ContractPodAi as “augmented intelligence” that makes it possible for the humans using it to do more. It takes things that are tedious and cumbersome and uses automation to make unstructured and hidden data accessible and manageable to improve business processes and outcomes. 

    An effective CLM platform empowers legal teams to act more strategically to make good decisions with efficiency and deliver a great customer experience to the organization. 

    He offers two examples of these benefits.  

    1. CLM Adds Value 

    The entire team at ContractPodAi is committed to creating an excellent customer experience within their digital transformation. As general counsel and chief evangelist, Jerry wants customers to enjoy the success he has experienced with the platform since switching to it several years ago on his previous legal team. 

    He had a dedicated 24/7 support representative at ContractPodAi that gave him his WhatsApp and phone number and made it clear that Jerry could contact him whenever he had questions. Having this customer service resource with one-on-one support made Jerry very comfortable with the platform. The resulting insights ultimately led to tremendous savings for his firm which was able to spend less on outside counsel.   

    In fact, within three weeks of using ContractPodAi at his former tech company, Jerry’s legal team identified two outstanding contracts that finance had stopped billing but support teams were still servicing due to gaps in communication. Remedying this situation saved his company $500,000 a year! 

    2. CLM Improves Workflows Across Departments 

    ContractPodAi integrates with Salesforce, Workday, and numerous other platforms and services to facilitate workflows across business functions. This enables in-house legal departments to effectively manage risk while also delivering solutions that are connected throughout the organization and equip sales with the resources they need to sell with confidence.  

    This type of digital transformation enables legal professionals to move faster, access the information they need, and collaborate seamlessly across the business.  

    For example, when Jerry originally began using ContractPodAi in his previous job, his team closed a contract in 24 hours which the sales team thought would take two weeks! The improved workflows enabled by the CLM made it possible for the legal team to move faster with efficiency and accuracy in ways that benefited the entire organization. 

    What Jerry Does for Fun  

    Fun for Jerry is all about family. He relishes the time he spends playing video games with his son and exploring new destinations with his family. In addition to that, he and his family are foodies who love exploring restaurants and tasty dishes. With encouragement from his wife and their commitment to a healthy lifestyle, Jerry went vegan a few years ago and enjoys all kinds of vegan delights.  

    Jerry Levine welcomes connecting on LinkedIn to explore topics such as the future of law.  

    Watch the video here.

    Read the blog post here.

     

    Experience Marketing Is the Recipe for Sustainable CX

    Experience Marketing Is the Recipe for Sustainable CX

    How CX and Experience Marketing Create New Opportunities to Energize Brands and Delight Customers 

    This week’s guest is Kevin Tydlaska-Dziedzic, founder and CEO of BKN Creative. As a practitioner of experience marketing who works in sync with customer experience throughout the customer life cycle, Kevin leads customer experience initiatives across the entire business. And he’s not alone. According to the 7th State of Marketing Report from Salesforce, 80% of marketers maintain responsibility for customer experience. 

    Through branding, photography, web design, copywriting, marketing, and social media marketing, Kevin’s agency helps clients develop better relationships with their customers before, during, and after the sale.  

    In this episode, we discuss how experience marketing has evolved to become an essential part of the overall customer experience, and how the ‘why’ of a company’s brand is essential to creating that experience. Plus, Kevin shares three examples that show how his approach to experience marketing builds on growth opportunities to enhance the customer experience through marketing efforts. 

    Finding His ‘Why’ and Helping Clients Make the Most of Theirs 

    Kevin grew up in Colorado where he always gravitated towards creative outlets. He earned a Bachelor of Fine Arts (BFA) in photography and began working in the marketing industry when he moved to New York City and joined the marketing team at Whole Foods Market. Kevin and his husband eventually moved to Tampa where they worked at several marketing agencies that were full of creatives, strategies, and fantastic clients.  

    Although the marketing world fascinated and inspired him, he wanted to do more. He sought a culture that was inclusive, fun, and motivated by his ‘why’ to focus on clients’ passions and why they do what they do.  

    So, in 2018 Kevin founded BKN Creative. His mission was to grow the agency by helping clients find their ‘why’ and to deliver on those findings. He also knew that he had to grow the agency in a way that reflected his passions.   

    A minority-owned business, BKN Creative is certified LGBTBE® by the National Gay and Lesbian Chamber of Commerce (NGLCC). Agency headquarters is in Tampa, but they also collaborate with clients in Colorado, New York, and New Mexico. Kevin and his team of 11 help companies leverage their ‘why.’ They also show them where they have opportunities to improve their relationships with customers and build brand loyalty through experience marketing.  

    What is Experience Marketing? 

    The original concept and practice of experience marketing was to create specific in-person marketing events where customers interacted with a brand’s products or services. It was a separate department from customer experience. Each had its own budget and managers.  

    Over time, companies recognized that customer experience was the most important way to differentiate their brand. Since talented experience marketing professionals were already well versed at creating great experiences for customers, bringing them in to improve CX at all customer touchpoints made a lot of sense.  

    And that’s what Kevin and his team at BKN Creative do—experience marketing at every touchpoint to build brand loyalty throughout the customer journey.  

    He approaches his brand of experience marketing in three phases.  

    1. Understand the ‘Why’ Behind the Brand 

    The brand needs to reflect what’s important to the business. Why was the business started? What motivates you? What are your passions? How do customers find you? 

    Answers to these (and other) questions are key to every visual design element. That includes color palette, typography, imagery, layout, and more. And from these elements a logo emerges that captures the spirit of the brand and sets it apart so it appeals to its customers. But that’s just the beginning. 

    2. Delight Customers at Every Stage of Their Journey 

    Phase 2 is where customers meet products and services, one-on-one, throughout the customer journey. Those encounters can happen at retail (brick and mortar or online), at events, on the client’s website, on social media, on search engines, and even on review websites or even how the company books appointments. 

    Any time people experience a company’s brand—even if it’s before they realize that their customer journey is about to begin—is an opportunity to create a great experience for them. And that needs to reflect who the company is, what they stand for, and why the customer should want to do business with them. 

    3. Extend the Experience Beyond the Sale 

    As Kevin points out, the experience doesn’t stop at the sale. Instead, it’s necessary to extend the elite experience the customer enjoys on their journey beyond the sale. Why? To encourage the customer to deepen their relationship with the company, to buy again, and to be an advocate for the brand

    3 Examples of Experience Marketing  

    Kevin says even companies that do a great job with most of their experience marketing efforts can still have gaps that leave them susceptible to customer complacency or customer churn. He explains that those gaps are not negatives, they are growth opportunities to improve the customer experience strategy and boost customer engagement. That always-positive perspective plays out in these examples. 

    Example 1: Changing Customer Perceptions on Social Media 

    A respected financial institution approached BKN Creative with a very specific need. For the most part, their marketing efforts were rocking. But customer feedback showed there was a gap in their social media activity. 

    That’s a heavy lift for two reasons: 

    1. People are more uninhibited when commenting on social media as opposed to face-to-face or voice interactions. 

    2. Money is important to all of us, and people can get emotional about their money on social. 

    After analyzing touchpoints throughout the entire customer journey, Kevin and his team identified opportunities for the financial institution to grow the speed at which they harnessed social media to answer questions, route calls, route messages, and handle issues raised by customers. 

    Kevin’s team put together a customer experience strategy that leveraged every social media platform they were on, as well as their review platforms. The goal was to further improve the positive perception of their customer service by being as helpful and responsive to customer needs as possible.  

    The strategy embodied the mindset that there are no stupid questions. There is no experience we can’t solve, or help, or make delightful. Now, from 7:00 a.m. to 8:00 p.m., all customer complaints and concerns expressed on social media are addressed. 

    Planning for effective social media monitoring support, training agents, and identifying and responding to trends yields significant positive impacts on the customer experience. As an example, iQor collaborates with a prepaid wireless service provider to deliver social media customer support, reducing response time on social media from 1 hour-plus to under 6 minutes. 

    BKN’s client also expressed a desire for its customers to make better use of its mobile app. Kevin’s team created an educational campaign using video to make learning the intricacies of the app easier. 

    These two experience marketing engagements seized opportunities to fill in the gaps and expand on the company’s positive customer experience efforts to increase customer satisfaction.   

    Example 2: Extending Success and Opportunity for a Consulting Dynamo 

    When LaKendria Robinson approached BKN Creative with her idea for a new company, she was already a recognized diversity, equity, and inclusion (DE&I) powerhouse in Tampa Bay. Running the NFL’s Business Connect program for Super Bowl LV helped earn her that status.  

    BKN Creative collaborated with LaKendria to bring her vision of a DE&I consultancy to fruition. Their effort was top-to-bottom and end-to-end, including: 

    • Name ideation 
    • Branding 
    • Color story 
    • Typography 
    • Mission statement
    • Website
    • Search engine optimization (SEO)
    • Potential client booking process
    • Growth opportunities 

    From their collaboration (and LaKendria’s unstoppable commitment) The Orenda Collective was born to “. . . challenge organizations and individuals to view their community through a diverse, equitable and inclusive lens and deliver innovation solutions that live on in perpetuity.”  

    Once The Orenda Collective was on its feet, BKN Creative presented LaKendria with a growth opportunity—to start a nonprofit that provides microgrants to minorities so they can create their own small business. LaKendria embraced the opportunity, and BKN Creative provided the creative direction.  

    Example 3: Smile at iQor 

    iQor is excited to collaborate with Kevin and BKN Creative. As it did with the financial institution discussed in Example 1, Kevin’s team analyzed iQor’s experience marketing strategy and zeroed in on social media as a chance for growth opportunities. 

    But unlike the financial institution, iQor has two social media audiences: 

    1. iQor’s current and future clients. 

    2. iQor’s large and extraordinary audience of team members and future team members.  

    As Kevin noted, iQor has a robust culture that deserves celebrating. Now, not only do future team members learn about our culture, they also hear about it from current team members who celebrate it on social media. 

    By filling in the gaps, Kevin and his team have strengthened iQor’s robust experience marketing efforts.  

    What Kevin Does for Fun 

    When he’s not running a busy agency, Kevin loves to act in plays, films, and television. And while he can’t mountain bike in Florida as he did in Colorado, he enjoys biking the many trails he’s found in Florida with his husband and business partner, Brandon.

    Watch the video here.

    Read the blog post here

     

    How to Use Design Thinking to Optimize Customer Experience

    How to Use Design Thinking to Optimize Customer Experience

    How Design Thinking and Direct Observation of the Customer Experience Guides Companies to Better Meet Customer Needs  

    This week’s guest is Karen Hold, founder and CEO of Experience Labs. Karen is an expert practitioner and consultant in the field of design thinking. With her team at Experience Labs, Karen helps clients innovate and adapt to change in industries ranging from education, professional services, government, health care, financial services, telecommunications, entertainment, and the arts. 

    She is also co-author of “Experiencing Design: The Innovator’s Journey,” which serves as a guide for innovators to achieve transformational change through design by shifting their mindset and skillset.  

    In this episode, we discuss the principles of this book in the context of how to optimize the customer experience throughout the customer journey. Not only does Karen explain what design thinking is and why it’s valuable to CX, but she also shares examples of design thinking in action. These examples illustrate how observing customer experiences helps companies create experiences that delight customers and increase sales. 

    A Career Path Is Not Always a Straight Line  

    A native of Washington, DC, Karen started her career in politics. After reading Tom Peters’ “In Search of Excellence,” she decided to change directions and go into business. She built a foundation in business strategy and brand management at a major consumer packaged goods company. 

    With a strong foundation in place, Karen and her husband started a business of their own in the telecommunications sector. And when the dot-com bubble burst 13 years later, she embraced the opportunity to shift directions again.  

    Drawing on her years of experience, Karen founded Experience Labs 12 years ago to help companies transform their solution-development mindsets and behaviors, putting design thinking at the heart of their efforts. Today, individuals and teams—with design thinking experience ranging from newbies to experts—hire Experience Labs to facilitate designs and develop training programs, crash courses, and design competitions.  

    Why Should Solution Providers Use Design Thinking? 

    Companies use journey maps, focus groups, and other business intelligence tools to gain an understanding of their customers. But limiting customer research to those tools often leaves big questions, including: 

    • Does the solution solve a significant problem for the customer? 
    • How will the customer react to the solution? 
    • Will the customer want to use the solution more than once? 

    Those unanswered questions leave companies with substantial risk. In a worst-case scenario, what seems like a great idea today could be at risk of failure tomorrow. Design thinking limits that risk and increases the likelihood of a positive customer experience. 

    What is Design Thinking? 

    The best way to understand design thinking is to explore the three elements of its framework: 

    1. Customer Obsession 

    Design thinking practitioners must be obsessed with the customer. To generate better solutions, they need to have an absolute grounding in the user experience, their problems, and their needs. That’s why direct observation of customers trying to solve their own problems is key to design thinking. From a customer perspective, design thinking is what makes products or services easier, more intuitive, and more enjoyable to use. It boosts customer satisfaction and customer retention. 

    2. Experimentation 

    Practitioners experiment with solutions not only to delight customers but also to lower their company’s risks and costs. Sometimes those experiments produce not-so-obvious results that change how companies design and/or market their solution. From a business perspective, design thinking is a risk management strategy that uses experimentation to help practitioners make smarter, more informed decisions and reduce risk. 

    3. Diversity of Input 

    The best solutions come to light when there is diverse input. But companies don’t always know how to work across differences within their organization. This is especially true in large organizations where the differences in how everyone works are more pronounced. Design thinking provides the social technology to create solutions together and work across differences within organizations. From a practitioner’s perspective, design thinking is a way to solve problems creatively with people who think and work differently. How these elements work together becomes clearer when we look at them in practice. 

    Three Examples of Design Thinking  

    Karen has seen design thinking at work since her early days with a major consumer goods company. The three examples she shared with us present three companies, three customer problems, and three completely different solutions—all resolved with design thinking.  

    1. Finding the Right Job for the Perfect Scent 

    A company spent close to a billion dollars on what is, essentially, a room deodorizer. But when they tried to sell it, nobody wanted to buy it. The people who had smelly rooms didn’t notice the odor or care about neutralizing the odor. (Think of homes you’ve walked into with pet odor or tobacco smell.) The company discovered that people who live in those homes never notice that smell.  

    The company learned through observational research—going into homes and following consumers—that people with odorless homes would value the product as a room perfume. These insights identified a new target customer and transformed their product development. 

    With that knowledge, the company completely changed the product, including the marketing. It went from zero to a billion dollars in revenue and became a brand leader in its category with high levels of customer loyalty.  

    2. Taking the Scary Out of a Big Scary Machine 

    An industrial designer wanted to create a piece of hospital equipment that would be top-of-the-line and state-of-the-art, and he did. The hospital equipment he designed won a lot of design awards for the technology used to create it. 

    When he went to a hospital to see it in use, however, he saw a six-year-old girl standing frozen at the door. She could see this piece of equipment, the one to be used for her test, and she was in tears. She was too scared to enter the room. And the worst was yet to come. The test required sedation for most children because the equipment was noisy and produced low-quality imagery if the patient moved. 

    The industrial designer resolved to turn this scary situation into a friendly experience for this six-year-old girl, and for all children, so they would be able to take the test without fear. 

    After consulting with early educators, children’s museum directors, preschool teachers, and children themselves to develop potential solutions, the designer and his team created a kit that included: 

    • Stickers that kids enjoyed putting on the equipment.  
    • Scripts for the administering techs to use with the kids. 
    • Playlists for music to play during the test. 

    The total cost of the kit was $50,000, a fraction of the cost of the equipment. 

    The design thinking team turned a negative experience into one that children enjoyed. Some asked if they could come back the next week. And because children enjoyed the experience and were able to stay still, sedation rates went down. That meant anesthesiologists could work on more pressing cases.  

    The wins for the hospital, the wins for patients, and the wins for families were significant. All were accomplished through the use of this $50,000 sticker kit that resulted from the design thinking process.  

    3. Making Floor Cleaning Less of a Mess 

    A consumer packaged goods company wanted to make it easier for consumers to clean their homes. They spent time in peoples’ homes to solicit true customer feedback and to better understand how they cleaned their homes.  

    They discovered that people were spending as much time cleaning their mops as they were on their floors. As Karen put it, “If you were a Martian,” and you landed here in the United States, and you watched what people did when they cleaned their floors, you might think they were cleaning their mops rather than their floors. The whole process was messy, so much so that people were putting on their “dirty clothes” to do the job.  

    With the customer insights gained by going into homes, watching how people cleaned their floors, and applying the design thinking process, the company was able to create a product that was much simpler to clean the floor with, didn’t cause as much mess, and didn’t require as much time or effort to clean the mop itself.  

    Origins of Design Thinking: Transforming Mindsets and Behaviors  

    While many people have never heard of design thinking, the concept originated more than 50 years ago with psychological studies on creativity.  

    Academics coined the term when studying two kinds of leaders: 

    1. Those who were able to make substantial gains within their companies. 

    2. Those who could not make those gains, even though they had the same contacts, same industry, and same size organization. 

    They found that some leaders were growth leaders focused on innovation and other leaders maintained or worked at the status quo. 

    They then identified the mindsets and behaviors that growth leaders used to achieve success and codified them for the rest of us into a framework that became known as design thinking. Now, design thinking practitioners learn from those mindsets and behaviors and adopt them into their own practices to develop innovative solutions and achieve profound results.  

    What Karen Does for Fun Karen is a skier and hiker who likes to spend her time in what she calls her “happy place,” the Sawtooth Mountains of South-Central Idaho

    Read the blog post here.

    Watch the video here

     

    The Three Pillars of Good CX

    The Three Pillars of Good CX

    How These Three Pillars of CX Drive Profits When Leadership Is Proactive About Customer Experience 

    This week’s guest is Jeannie Walters, CEO and founder of Experience Investigators, a global customer experience consulting firm that helps companies improve loyalty and retention, employee engagement, and overall customer experience. For more than 20 years Jeannie has dedicated her work to creating meaningful moments and real results with one mission: To Create Fewer Ruined Days for Customers™. As the Founder and Chief Experience Officer of Experience Investigators, Jeannie has helped organizations—from small businesses to Fortune 500s—to do just that. In this episode, Jeannie explains the three pillars of good CX to create positive experiences for customers and employees alike. She details how this is possible when customer experience management is proactive instead of reactive.  

    Jeannie’s Journey in CX 

    Jeannie began her career in fundraising consulting and marketing. While working in marketing, she found that many organizations thought about legal, product development, marketing, and sales but no one was truly advocating for the customer. So about 20 years ago, she and her brother decided to focus on customer experience. They successfully ran a CX firm together until 2009 when Jeannie started Experience Investigators 

    She has helped hundreds of companies of all sizes and across three continents strengthen their CX strategy. In addition to being a Certified Customer Experience Professional (CCXP), Jeannie is a TEDx speaker, a founding member of CXPA, co-host of the top-rated Crack the Customer Code podcast, and a four-time LinkedIn Learning instructor whose courses have been watched by more than 200,000 online learners.  

    An active writer, Jeannie's work has been featured in “Forbes,” “CustomerThink,” “The Future of Customer Engagement and Commerce,” and “My Customer,” as well as in university-level textbooks. She has received numerous recognitions for her work in CX. 

    The Three Pillars of Good CX 

    Jeannie has found that leaders often view customer experience as something that's nice, purely common sense, or solely focused on measuring feedback. But customer experience that’s focused only on tracking customer satisfaction through surveys doesn’t actually have an impact on the customer experience itself. This way of thinking about customer experience is an afterthought when what is really needed is forethought and planning to optimize the customer experience. 

    All organizations have customer experiences, whether intentionally designed or not. Jeannie’s three pillars provide leadership a roadmap to be proactive, not reactive about the customer experience including how the entire organization should align to execute a successful CX plan 

    1. Mindset 

    The first pillar lays the foundation for a CX strategy. The organization’s mindset determines how to cultivate a customer service culture and ensures everyone in the organization is focused on it as something that is central to their business, not something extra or limited to certain departments.  

    Jeannie recommends writing a customer experience mission statement that helps everyone align where they're going so they can show up for customers no matter what. The mission statement documents who you are as a brand, including what you stand for. As an example, are you “the fastest” or “the most economical”? She points out the importance of gaining internal agreement on the brand promise in the customer experience mission statement as the north star that everyone in the organization gets behind.  

    2. Strategy 

    Next, this mindset needs to be translated into an effective business strategy to ensure customer experience is done right. The strategy must define what success looks like for your customer and for your organization. This becomes the success statement for the organizational goals, what the business leaders care about, how CX can support those goals, and how to measure that success.  

    Watching CSAT go up and down only helps your bottom line if you connect it to the bottom line. A business strategy builds these connections by, for example, discovering that a higher CSAT results in more satisfied and happier customers that share their remarkable experiences, spend more with your brand, and refer other customers. This connected strategy can support the revenue goals of your organization through increased customer loyalty and retention.  

    Throughout this process, it’s important to be proactive about delivering intentional, positive customer experiences that connect to the central mindset and culture. We can apply best practices such as customer journey mapping, service blueprinting, and other tools. But because we ultimately experience things from our own perspective, we must be intentional in how we develop strategies that draw on the customer service culture to deliver excellent customer support. 

    3. Discipline 

    The third and final pillar is focused on crafting the discipline to deliver on the business strategy. This can’t be accomplished effectively in silos, so it is essential to build collaborative cross-functional leadership teams that understand their role in creating the customer experience.  

    Everyone in your organization has a role in the customer experience. Your mindset and culture lay the foundation for guiding the discipline to deliver on your business strategies. Whether collaborating internally with colleagues, working with vendors, or communicating directly with customers from the contact center, everyone in your organization has a contribution to make and their daily efforts have a direct impact on the customer experience. 

    The Three Pillars in Action 

    Removing barriers to good customer service creates a chain reaction of positivity and empowers business leaders "To Create Fewer Ruined Days for Customers™.” When organizations embrace these three pillars and implement a focused business strategy for customer experience, they will see measurable results.  

    By starting with the documented mission statement, you define how you will show up for customers no matter what. Sometimes there are tradeoffs because you can't always be the fastest and most accurate, for example. That understanding needs to be reflected in your company culture and mindset. 

    Then craft an execution strategy based on your organizational goals so you can measure the ROI you want to achieve. Include in your strategy details such as how each department plays a role in customer experience, how you will build your customer experience team, and how you will measure effectiveness and customer success.  

    Finally, turn your strategy into the discipline to work with other leaders within your organization. The coalitions you build will make powerful impacts, ranging from how you post jobs and how you hire and onboard employees, to how you deliver your products and how you collect payment. 

    In sum, by proactively identifying the business goals of your customer experience strategy, deciding on the execution steps necessary to achieve them, and determining how to measure your success, you can transform the customer experience into a strategic asset. By looking at a combination of experiential data (customer feedback) and operational data (customer behaviors) you can gain insights into your customer experience and modify your goals as you go, while remaining grounded in your mission for excellent CX. 

    Learn More About Jeannie 

    To learn more about Jeannie and her strategy for good CX, visit  

    ExperienceInvestigators.com where you can also find Year of CX customer experience resources and workbooks. Visit CrackTheCustomerCode.com to learn more about the podcast she cohosts with Adam Toporek featuring insights and innovations from business leaders. 

    What Jeannie Does for Fun 

    Jeannie enjoys spending her free time with her two teenage sons. She loves watching them do what they love, from choir concerts to soccer games. Her oldest son is heading to college in the fall and she’s grateful for the time they have together. 

    Watch the episode video here.

    Read the blog post here 

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