thomas.wieberneit@aheadcrm.co.nz
The Secret Sauce of Success – Recipe unveiled by the DC Office of Unified Communications

The Secret Sauce of Success – Recipe unveiled by the DC Office of Unified Communications

Back in 2015 the Washington D.C. Office of Unified Communications (OUC) started a re-platforming exercise of their backbone from an on premise system to a cloud based customer service solution. The Washington, D.C. Office of Unified Communications manages non-emergency services for 311 callers across the District of Columbia, supporting 17 different agencies, including the Department of Transportation, the Department of Public Works, the Department of Motor Vehicles, and more. The OUC also manages emergency services for 911 callers. One of the main reasons for this re-platforming was the downtime challenge inherent to all on premise platforms: They need to be upgraded regularly, which causes service degradation or even unavailability. Other reasons included insufficient and slow reporting capabilities as well as the need to add more self-service channels. Having strong reporting and analytics capabilities are crucially important for call centers. The biggest thing for them is the answer and solution rate, which needs to be as high as possible. Additional self-service channels were necessary to be able to cope with the influx of requests and to both, improve customer satisfaction and modernize the customer experience. To further achieve the latter, a chat service and social media channels like Facebook, Instagram and Twitter have been added to the 311 services. All of these challenges have been addressed by migrating to a software solution based upon the Salesforce Service Cloud, along with some organizational measures. Being a main KPI, the answer wait time has been drastically reduced from 7 minutes to a mere 31 seconds. Doesn’t sound good to you? Consider that the service still serves 1.8 million calls per year with...
Clash of Titans: Microsoft and SAP weigh in

Clash of Titans: Microsoft and SAP weigh in

A little recap As it has been some time since I published Clash of Titans – Platform Play, the first part of this little series, let me start with a little recap. The business applications market, especially the CRM market, is evolving fast. CRM has morphed from concentrating on transactions to become an enabler of engagements. Engagements in turn result in experiences. And positive experiences are what companies want to achieve. In a digital world this is possible only if companies rely on a foundation, a (technical) platform. Becoming the provider of the dominant technical platform therefore has become the main goal of of the big business software vendors. However, even governing a great technical platform is not enough. Software vendors that want to be successful platform players need to be able to deliver on four areas to succeed: Platform (IaaS/PaaS) Ecosystem Insight Productivity Only if they deliver on all four aspects are ‘platform players’ able to provide their customers with what they need to involve themselves in digital engagements that result in sustainably positive experiences. I will look at how the big four are measuring up in this and the next article of this little series. Microsoft and SAP will be the starters. Then I will look at Oracle and Salesforce. I might conclude with some surprise additions. But let the games begin! Microsoft Microsoft is the (not so, if you look sharply) hidden champion of this game. Actually, I think that Microsoft is the 800 pound gorilla in this game. It is Microsoft’s objective to become the fabric that connects enterprises of all sizes with their stakeholders,...
Clash of Titans – Platform Play

Clash of Titans – Platform Play

A lot has evolved since my Clash of the Titans post that looked into how the big 4.5 (Microsoft, Oracle, Salesforce, SAP, and Adobe) and others are positioning themselves and their platform in the greater CRM arena. First, the commoditization of the business application has accelerated and the vendors’ focus on the underlying platform has increased. CRM, and enterprise software in general, has always been a platform play although this has not always been recognized and sometimes even negated. The obvious reason for it being a platform play is that the creation of positive customer and user experiences need a consistent technical platform. Or else we are ending up in engagements that are fragmented across interactions. This results in inconsistent and poor experiences. So far, so well known. A bit less obvious is the fact that there will be only few dominant platforms. Vendors, who want to become and stay successful on a grand scale need to be one of these few platform providers and attract partners and customers. This is the reason why I consult my customers that one of the very first IT strategy decisions that they need to take is the platform decision. As the article got a little longer this time and as I do not tend to write articles that are as long as dear friend Paull Greenberg’s (maybe I should consider to?) this revisit of the Clash of the Titans will become a two or three piece series, first covering the framework I want to use, the very definition of what I talk of when saying that CRM is a ‘platform play’. The...
Einstein smartens up Salesforce Service Cloud

Einstein smartens up Salesforce Service Cloud

The News A few days ago Salesforce released a new iteration of its Service Cloud Einstein after infusing its artificial intelligence, Einstein, into the Service Cloud in February 2017. This release comes with three major enhancements to the Service Cloud: Einstein Bots for Service Lightning Flow for Service Einstein Next Best Action Einstein Bots for Service is providing the ability to easily configure chat bots that enable instant response to customers and a seamless handoff to customer service agents. Lightning Flow for Service gives companies the ability to automate processes with contextual, step-by-step guidance for fulfilling requests and resolving issues, using a graphical interface. Einstein Next Best Action is delivering intelligent recommendations and offers on any channel to increase customer satisfaction. While Einstein Bots for Service and Lightning Flow for Service are in General Availability since July 11, 2018, Einstein Next Best Actions will remain in a Pilot phase for some more time. The reason for this is that Salesforce wants to be double sure that this functionality is reliable. It needs a good amount of data and a good training set. And Salesforce cannot look into the data. The bots themselves do need to get trained and, once active, take feedback from the service agents. All three features work hand-in-hand. Salesforce uses a credit card scenario to make this point. When a customer goes to the web site for help the chat bot takes over and gathers the necessary contextual information and then escalates the issue to a customer service agent who continues the chat at the position the chat bot exited with all information available. A Lightning...
The future of CRM – as seen by Salesforce

The future of CRM – as seen by Salesforce

The News On June 13, 2018, during its annual Connections event, Salesforce announced a number of additions to their marketing cloud and their ecommerce and service clouds. The announcement goes into three main directions: Based on the strategic alliance that Google and Salesforce entered into in November 2017, the Salesforce Marketing Cloud will get a deeper integration with Google Analytics 360. Starting now it will be possible to combine Google Analytics 360 data and Salesforce Marketing Cloud data in a single customer journey dashboard within Marketing Cloud. Conversely, Google Analytics 360 can now leverage Marketing Cloud campaign data to better deliver targeted content to consumers. Both integrations enable a deeper understanding of customers and their behaviours. Later, in Q3 this year, Salesforce plans to offer a beta release of an integration that enables marketers to create audiences in Analytics 360 and to activate these audiences for engagement within the Salesforce Marketing Cloud. Marketing Cloud Einstein gets a segmentation and a split capability. The segmentation ability enables the uncovering of patterns in consumer behaviour and the discovery of new audiences that then can get reached with personalized messages. The split capability enables marketers to create unique personalized journeys for each customer with simple means, getting an optimized path for them, based on the marketing objective. There are a number of innovations to enable engagement across touch points. First, Salesforce announces their B2B ecommerce ability, second the new interaction studio that enables the creation of contextually relevant engagements and experiences in real time and third, the broadened availability of Service Cloud LiveMessage in 17 more countries. Live Message enables companies to...