thomas.wieberneit@aheadcrm.co.nz
Three CX predictions and how to get some value from them

Three CX predictions and how to get some value from them

At the end of a year and the beginning of the following year all kinds of research organizations and pundits make their predictions. So could I but then, this year I choose to have a look at some predictions and comment on them. After all, there are predictions for all sorts of areas, including CX. So, what I’ll do instead is having a look at some them. I’ll analyse their rationale and give brief recommendations on what can be done to help work with them. This should be far more beneficial for you than me adding my own – probably redundant – predictions for 2023.  So, here we go! These are my top three, along with some recommendations for enterprise software vendors and their customers. One in five CX programs will disappear One of the predictions of Forrester Research is that “one in five CX programs will disappear”. The good news is that at the same time one in ten will get stronger. This is largely, because businesses have not yet embedded CX into their business strategy. A second reason is that CX professionals still struggle with calculating and defending the ROI of a CX initiative. Sadly, Forrester is right. I agree and am actually a bit more pessimistic. Many business’s haven’t yet managed to tie the outcome of CX initiatives to business results. And at the end of the day, an expense needs to have a monetary consequence. This means, more revenue or less cost, more profitability. Being able to establish and defend this link is even more important in times where general uncertainty tightens budget strings.  What to do as...
CRM, CX and Customer Engagement – three humble wishes to better the industry

CRM, CX and Customer Engagement – three humble wishes to better the industry

The CRM Playaz asked me about my take on CRM for 2023. Of course, I happily supplied an answer … So, here we are. CRM in terms of concept and software is quite mature, after all it is around for quite some time. It went through some iterations and spun out into other areas, being more transactionally focused, instead of engagement focused. This led to the creation of more software categories, termed customer engagement management or, more recently, customer experience management. This had the potential to create misconceptions and ambiguities, especially when all three categories, customer relationship management, customer engagement and customer experience are looked at. There is confusion across these terms – as there are no generally accepted definitions around – and there is even confusion when looking at the terms individually.  That made me express three wishes and advice, one for customer relationship management, one for customer experience, and one for customer engagement. TL;DR – if you do not want to read, here is the video that I created. Let’s start with CRM CRM stands for customer relationship management. I do not want to dive into the discussion about whether there is too much focus on the M and not enough on the R. This is certainly worth a discussion of its own. Instead, let me share the observation that, sadly, CRM is far too often used when actually SFA – sales force automation is meant. This is a limited view on CRM that has been introduced mainly by vendors that focus on enabling sales forces and that has gained far too much traction. Customer relationship management, as a...
How to engage for customer experience and success

How to engage for customer experience and success

It is time for a stake in the ground again. Of late, every vendor who used to play in the CRM arena positions itself as a „customer experience“ player and claims that its software “delivers customer experiences”. This is quite a claim. It also raises a lot of important questions. What is “customer experience”? And who is responsible for it? How does “customer experience” differ from “customer experiences”? What is the difference to customer engagement? How do they relate to customer expectations? And then there is “customer success”, too. What about customer satisfaction? Finally, how does CRM fit into the picture? As you can see, there is a lot of scope for confusion. And this confusion has definitely materialized. So, let’s start with some definitions Friend and industry luminary Paul Greenberg has ventured here already back in 2015 (and before). Still, as time moves, the industry evolves, and things tend to get forgotten, let me take another stab at it. The more fundamental concepts are perhaps engagement, followed by customer expectation and customer success. You can also watch my take on customer engagement vs. customer experience in this 90 second video. Customer engagement According to Merriam-Webster, engagement is “the act of engaging” or “the state of being engaged”. Well, let’s look at the verb, then. Amongst some other meanings, engage is defined as “attract and hold by influence or power” or “induce to participate”. So, engagement is essentially about interacting with each other. This is usually mutual, but mandatorily involves communication, reaching out, by the company. Importantly, this engagement can also happen the product or service itself, for instance...
How to successfully engage with students and their parents

How to successfully engage with students and their parents

Schools, universities and other educational institutions have one challenge in common. They need to constantly communicate with their students and often the parents as well. Obviously, the students and their parents are different generations; and guess what, that means they have different communication styles, prefer different communications channels and are on different timeframes. They also have different information needs. What they have in common is that they do have a smartphone and do not necessarily want to see yet another app on their phones’ home screens, or anywhere at all on their phones. They want and need timely information and an easy and simple way to supply information or, in the case of the students, work results. It is a valid assumption that the members of both stakeholder groups also have and use services like text and one or more messengers. Naturally, they all have email addresses. An increasing number of people also use unified communications software like MS Teams or Slack. And, let us not forget about the personnel on the other side, the teachers, assistants, or members of the school boards. Outbound use cases include attracting new students, ongoing information on offers and events to parents and students alike, requests for information, work assignments to students, notifications about upcoming deadlines for pending work, and many more. On the inbound side we have requests for information, submission of information and work results, again amongst many other use cases. And then, there is collaboration; virtual “classroom” education, townhall meetings, briefings, etc. Given all this, how can an educational institution effectively and efficiently communicate with its two main external stakeholder...
Why privacy is not an option

Why privacy is not an option

Data breaches, ransomware, stolen identities, collecting of data for no benefit of the customer, are only some of the things that we do see every day. There does not seem to be any privacy anymore. This makes privacy and data protection hot topics not only for customers, but also for software vendors – or at least should make it hot topics. Apple put in some privacy controls and got chided for it by Facebook and the rest of the adtech industry. Google, with FLOC, tried to establish a technology that aimed at being able to track users in a post cookie world. To adapt a quote of the Asterix books: The whole world tracks users and customers. The whole world? No, there is one brave company that doesn’t. All this is reason enough to have a #CRMKonvo with one of the most accomplished and outspoken protagonists of privacy in the enterprise software arena and we were very excited about the opportunity to have an intense and interactive discussion with Raju Vegesna of...