Friday, August 27, 2010

The Six Steps to Effective Customer Engagement: Step 2, Have Smarter Conversations

(Part of an ongoing series of articles about Customer Engagement strategies.)

Companies must be prepared to engage ‘anytime and anywhere’ with their prospects, customers and partners. However, critical data and the customer-oriented information required for smart conversations is scattered across back-office systems and repositories, each with unique data structures and dedicated interfaces that are typically not designed to engage directly with customers. This makes it difficult to access, collect, and present relevant information in a meaningful way, limiting the ways that companies can reach out to customers and vice versa. Customers demand rich conversations and interactions that draw upon the information and functionality of this conglomeration of business systems, and they want those conversations to happen across the entire spectrum of communication channels.

Smart conversations should be customer-focused, direct, informed and personalized. Relevant data should be seamlessly collected from across the company to deliver real-time historical context; and the entry of new transaction information must be coordinated across processes that flow throughout the enterprise. Siloed systems make this a near impossibility, so enabling technology must be applied to draw upon the power and previous investment in legacy systems and synchronize real-time data prior to either reaching out to the customer or enabling self-service capabilities.

Smart conversations can be automated and allow customer or partner self-help; they can be two-party with an internal knowledge expert providing guidance to a customer; or they can be multi-part and collaborative. But, in all cases, the right information has to be provided at the right time and delivered effectively – which is only possible when a company is aware of the information and functionality they already possess. What’s more, that information and functionality must then be accessible by relevant parties in an effortless and transparent manner.

By breaking down technology barriers and exposing the richness of existing investments, companies can provide customers with positive engagement each and every time they interact.