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Author: Franz Malten Buemann
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Open-Source, Code-Based Framework to Automate Salesforce Testing
Salesforce Testing is a critical element of Salesforce administration and development. All Salesforce specialists need to apply testing methodologies to their areas of expertise. Whether you are an architect creating a complex integration, a marketer sending out a drip campaign, or an admin rolling out… Read More
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What to count
So many choices. So many sorts of metrics, critics and measures.
Perhaps it makes sense to count things where the counting tells us how to do better next time.
And to count things that let us know how much risk we can take next time.
Or to calibrate our judgment about the market.
But it makes no sense at all to count things over which we have no control, and which teach us nothing about the future.
Counting our luck (good or bad) doesn’t make us luckier.
[PS I’ll be doing a free online seminar at the New York Public Library on Monday as part of Carbon Almanac Week there. You’ll need to pre-register to get an invite.]
Also! This is the last best chance to take some of your favorite cohort-based workshops with my friends at Akimbo. These action-based workshops are the single most effective form of learning at scale that I’ve ever seen. The early bird discount now applies:
The Creatives Workshop is for anyone who was influenced by my book The Practice and is seeking a way to put their creative instincts to work.
The Marketing Seminar is the cohort-based course for This is Marketing and is the foundation you’ll need to understand how to bring your ideas to the people you serve.
To find more details on story skills, podcasting, copywriting and writing in community, check this link.
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This week in CX: Microsoft, Gartner, and Awards International
Happy Friday! We’re bringing you the latest roundup of industry news. This week, we’re looking at new Gartner research, reports by Reputation and Digital River, and the 4-day work week trials. Key news Our partners, Awards International, are pleased to announce that the 7th edition of the UK Digital Experience Awards are now open for…
The post This week in CX: Microsoft, Gartner, and Awards International appeared first on Customer Experience Magazine. -
Check out this guide to learn about benefits of Email Marketing.
https://digitalthoughtz.com/what-is-the-benefit-of-email-marketing/ submitted by /u/digitalthoughtz [link] [comments]
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New CX Lead looking for quick wins and a mastermind community
Hey guys, I’ve recently been promoted to the CX Lead at our e-com fashion brand that services the growing modest wear market all over the world. Before this, I’ve been the creative copywriter and sole CSR rep. I’m looking to make a splash early with this new promotion and was hoping you could share some of your success stories with me. Our business is only 4 years old but we have been 3Xing year over year and growing fast, but that being said, we have no templates or flows in place for CX growth and monitoring. That leaves a ton of room for improvement as far as I’m concerned. Here are the current platforms that we are using: Current Shopify extensions: Gorgias – Incoming email to contact our support team Klaviyou – Outgoing email for sales and newsletter Yotpo – Loyalty Program Okendo – Reviews Loop – Return portal GRIN – Influencer management Facebook Group – VIP, invite only My first task (I’m setting these all myself btw and learning as I go) was creating a customer journey map. I used a website called UXPressia to do that and it came out pretty decent. Next, I researched our customer database and past email history to create 7 customer personas. Now I’m looking to dive into some implementations that can be added immediately: Live Chat/ Chatbot for the website and app Survey platform to finally get some data and CSAT, CES, NPS Personal Shopper Email and Video correspondence And that’s pretty much where I’m at with this for week 2. Any suggestions on next steps, measuring and reporting advice, big-ticket projects, creative solutions that have advanced your career path or just industry standards – these would all be super helpful for the stage of the game I’m currently at and would be highly appreciated. Thank you all in advance and if anyone is looking to create a CX Mastermind Group to share ideas, trade advice, review 3rd party solutions, or just talk shop – Let me know, I’m definitely here for it! submitted by /u/SoulPurpose44 [link] [comments]
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How to Monitor Call Center Performance
Imagine a month of perfect performance at a call center:
Agents take incoming phone calls like clockwork.
Customers feel satisfied and drive up net promoter scores.
Stakeholders are happy with your quarterly reports and ability to meet call center goals.
You have enough staff to handle peak call volumes every day.
Agent attrition is at an all-time low.Sounds like a call center manager’s dream, right? You can come pretty close to this scenario—all you have to do is learn how to monitor your call center performance!
Which Elements of the Call Center Should You Monitor?
Agent performance & engagement
Agent performance measures how your contact center agents fare in their day-to-day work. When evaluating your agents’ performance, you might consider:Attendance and punctuality
Completion and maintenance of training
Teamwork
Initiative
Steady progress toward goals and KPIsYou can keep records of agent performance through monthly or quarterly evaluations. Tech tools like the Fonolo Portal can also tell you a bit more about their call quality—more on that later!
How to Improve Contact Center Agent Performance
Agent engagement refers to how mentally connected your agents are to their work, their colleagues, and their organization. An engaged agent will show strong attendance, regular improvements and a willingness to grow with the company. On the other hand, an unengaged agent might take longer breaks or feel anxious about addressing phone calls. They also might not be receptive to feedback and may seem mentally “away.” Agent engagement is usually linked to strong performance, which means engagement is crucial to your agent’s success, and the success of your entire call center.
Bottom line? Both agent engagement and performance affect customer satisfaction.
Service delivery impacts customer satisfaction
Do you regularly have angry customers and low customer satisfaction scores? That’s one indicator of poor call center and agent performance. You can measure service delivery by monitoring phone calls for:Tone of voice
Script adherence
Amount of time needed for call resolutionsThese indicators are usually strong predictors of an agent’s performance, but how do you measure service delivery from a whole call center? Customer satisfaction is a great place to start.
DID YOU KNOW:
92% of customers link an agent’s mood and perceived happiness to customer experience.Speed and efficiency of delivery
Long hold times might point to an unengaged agent, but the problem is usually more complex than that and may be a symptom of a greater contact center issue. That’s why speed and delivery efficiency are strong performance indicators for your call center as a whole.
For example, low cSat scores aren’t usually an isolated symptom of poor agent performance. Your call center might have some efficiency issues around workforce management and training gaps that cause longer hold times, heightened abandon rates, and other indications of poor service.
Call center performance isn’t just about individual agents and metrics. Delivery speed, #customer satisfaction, and agent engagement all affect your outcomes. How do you measure #call center performance? Tell us in the comments!Click To Tweet
How to Monitor Call Center Performance: 5 Steps
1. Set goals & align them to KPIs
We all know how hectic the call center floor can be–revolving doors of new agents, constant training, challenging call volumes, and a steady flow of new tech are all part of an average day. Amidst the chaos, call center managers must give agents structured, measurable goals with clear benefits. Why?
Setting contact center goals helps:Improve call center agent engagement by allowing a sense of achievement
Unify stakeholders, agents, managers, and executives
Enable performance measuringGoals should align with KPIs — first call resolution, average handle time (AHT), net promoter score, and customer satisfaction score are great examples.
So, you might have daily, monthly, or quarterly goals like these:Improve FCR by 20% by the end of Q4.
Reduce negative social media comments by 10% by the end of the month.
Ensure agents score 80% or higher on tech training evaluations this week.And if you don’t meet your goals? At least you can measure your performance using your progress toward those goals as a base.
How to Set Team Customer Service Goals
2. Determine a budget and responsibilities
How many labor hours will you dedicate to meeting your call center goals? You’ll need to budget accordingly and account for raises, supervisor and agent salaries, and leadership responsibilities. One way to monitor performance is to see how aligned your goals are with your budget. Are your resources going to good use?
3. Set your performance review schedule
How will you schedule performance tracking? Will you report findings every week?Every month?
Quarterly?
Yearly?Schedule your follow-up meetings and make your performance tracking process transparent for your agents. You might also consider scheduling a timely stakeholder meeting every quarter to keep you on track and remind you to report on findings.
4. Use scorecards and other technology
Scorecards are a fabulous way to simplify both agent and call center performance measuring. They usually include both an agent self-assessment and scoring by the contact center manager.TIP:
We have a fantastic agent scorecard template you can use to track call center and agent performance!The gist? There are two sections—one for contact center metrics overall, and another for individual agent performance. Managers who want to learn how to measure call center performance must consistently assess agent performance against the center itself. But a two-pronged approach can’t hurt, either. In fact, adding tech to your performance measuring will speed up the process and ensure data accuracy. Once you start using Fonolo’s Voice Call-Backs, you’ll be able to monitor your call-backs in real-time using the Fonolo Portal. You’ll get to access real-time analytics and valuable insights in rich reports. Which brings us to our next point:
5. Report on findings regularly
The best way to track call center performance is to report progress regularly. Our advice? Use tech to your advantage. Our software puts all your call quality data—metrics like call resolution time, hold times, and more—into rich reports to help you track call center performance and enhance your business strategy. You should also keep your agents in the loop on progress. Consider hanging a bulletin-sized snapshot documenting your overall call center performance every month or quarter. Of course, keep agent performance reports private, unless you’d like to recognize a successful agent!The post How to Monitor Call Center Performance first appeared on Fonolo. -
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Social Proof: Steph Smith on Intentionally Building a Personal Brand
What is Social Proof?Social Proof is a series chronicling how ambitious individuals intentionally craft and grow their personal brands to inspire anyone hoping to do the same. Social Proof has a double meaning — ‘to replicate the actions of others to get similar results’ and ‘to showcase the power of social media in growing a personal brand’. We hope to bring to light insights that can help you bring both meanings to life for your personal brand.For the second edition of Social Proof, we interview one of the prime examples of crafting a personal brand — Steph Smith.Steph Smith is a multi-hyphenate with a career spanning ten years. She recently started a role at Andreessen Horowitz (a16z), a venture capital firm, as their podcast host. She’s also led Trends at The Hustle, a premium newsletter publication acquired by Hubspot, and was also Director of Marketing for Hubspot Creators.Steph has many side projects like her book Doing Content Right and podcast Sh*t You Didn’t Learn In School. So when thinking about who would be great to kick off Social Proof, Steph naturally came up as she’s been actively creating content for her personal brand since 2018. Throughout our conversation, Steph shares interesting stories about how she built a Twitter following of over 118 thousand followers from scratch, starting by sharing her progress in learning how to code.💡To follow or see more of Steph’s work, check out her Twitter, LinkedIn, and website.So, how might people with multiple interests and abilities find what works for them and channel that into intentional personal brand growth online? I’m not sure, but we find out how Steph is doing just that in this interview.🖊️This interview has been edited and condensed for clarity.Q: Welcome Steph, and thanks for agreeing to this interview! So we wanted to start by having you define how you think about personal branding.Tim Ferriss once said that everyone has a personal brand, regardless of whether you have 10 followers or 10 million followers – and I agree. It’s the perception that people have developed of you. For example, you could be associated with a certain level of intelligence, an industry, or personal attributes like being funny or reserved.And I find building a personal brand fascinating because just as you grow as a person, your brand also evolves. But sometimes, how people see you and how you want to be seen can become disjointed – or sometimes, they are aligned very well. It’s always fascinating to hear how people view your personal brand versus how you perceive yourself.Q: That’s an interesting way to think about it — everyone seeing you one way and you not being able to control that image fully. This leads to my next question: Have you intentionally built your personal brand?So I like that question. Because I think I have been intentional in some ways. But I also think your personal brand is sometimes out of your own reach. What I mean by that is that I’ve built many things over the last couple of years, and you could say that those inputs have a level of intentionality. But I can’t always control the things that people latch on to.An example of something people have latched on to that I didn’t expect – nor did I intentionally try to seed – is my being a “content person”. And people might say, well, of course, people view you that way, you have a blog, you wrote a book – but I never saw myself that way. There are things that you will do and things that you will try to work on so intensely and even at times, you’re effectively screaming, “Hey, view me this way!” And people just won’t. Counter to that, there will be things you do and ways you don’t see yourself that other people will start to ascribe to you.Q: What keywords would you use to describe your personal brand?If I were to label myself, I’d use the terms ‘curious’, ‘thoughtful/intentional,’ and ‘transparent.’ Curiosity: Everything that I do is truly driven by my curiosities. And I think I do that more than the average creator who will typically test several things, figure out what works, and then double down on what the market wants. This works well and is probably a more lucrative path, but I prefer to pursue that which interests me, and luckily that’s had some market need along the way. But I also have done so by disjointing my creative pursuits and my full-time job.Thoughtful/intentional: One thing I always hope comes through in my work is that it’s thoughtful. And what I mean by thoughtful is that when I create something, it’s because I really want to create it, but I also do it as best I can and don’t sacrifice elements of it to get more of a following or more sales. An example is my book, Doing Content Right – I’ve never run ads for it and never promoted it in ways that I think are sleazy.Transparent: When I learn something …, I will most likely share it, whether it’s through tweeting or writing articles or podcasting … like when I was learning to code and learned a new way to integrate with the Google API. I knew that was something that maybe some fraction of the world wanted to know. And so I would take the time to write that up and have done something similar hundreds of times now, including how I built my open page. I think I’m more transparent relative to at least the average creator, because I see the space as positive-sum.Q: Something interesting you mentioned is experimentation as a way to evolve a personal brand — can you elaborate on that?If you look at the creators that have sustained their audiences over time, they’ve had to reinvent many times over. Putting enough versions of yourself out there, as strange as it sounds, means there are more chances people will latch onto something.It’s almost like a startup. A startup must continue iterating, experimenting, and putting different versions of its product out there. And what they can’t control is ultimately what the market wants. But they can create enough versions or run enough tests to give themselves enough opportunities to find product-market fit.Q: Continuing with this theme of experimentation, what are moments in your professional journey when you’ve had to evolve or iterate on what you thought your personal brand was going to be?Yeah, I can call out several points along [my journey]. When I started in the workforce, I had to pivot because I did my degree in chemical engineering. But then, the available jobs weren’t the ones I wanted to do; most were in oil and gas. So that was the first evolution – even though I viewed myself as an engineer and put all this work into this degree, I had to do something new.I went into consulting and had a clear path of action there, but then I wanted to be remote. So I had to reinvent myself again, which luckily led me into tech and created an interesting inflection point, where I was asked to lead a publications team. And it’s not so much that I don’t like being branded as a content person, but I had this reaction of “I don’t lead publications teams… that’s not what I do.” But I ended up doing it, and it was a great decision.I had to allow myself to become someone I had never considered being. – Steph Smith, a16z Podcast HostThat was another example where I had to allow myself to become someone that I never considered being. That period is when I started coding and creating content online. I was creating indie products through code, which I thought would be my “thing” – an identity as a woman in tech, and I even started writing about that. But then I started writing about writing; writing about content.There have been many evolutions where I’ve had to, you could say from an outside perspective, rebrand myself. But internally, as corny as it sounds, it was just about following what I was interested in at the time and what opportunities fell on my plate.Now, I’ve tried to dissociate more from my identity and how I view myself, and instead focus on what interests me at the time because now, becoming a full-time podcaster, I could have never predicted that. That was yet another phase change, where I had to shed what I was before to start something new … I think now it’s come more easily because I just view myself as a multi-hyphenate.Q: So, as a multi-hyphenate, you’ve done a lot of work in podcast hosting, coding, and writing. A common thread is how much passion and effort shine through in each project. Do you see your projects as a vehicle for growing your personal brand? And how do you connect these efforts to each other to craft the image people have of you?Yes, everything I do will relate to my personal brand, some more than others. I can’t help that. There are things that reach many people and will be most impactful. But every little bit contributes, so I try to do my best no matter the situation, whether I’m starring on someone’s podcast or releasing a book or something much “smaller”.Everything I do, whether I like it or not, relates to my personal brand and is a vehicle for it. But ultimately, what drives that vehicle, good or bad, is how I perform in every one of those circumstances. And hopefully, it’s more positive than negative.Again, you can’t always control what people think about your work, but you can sway the way people see your personal brand through the projects you pursue and how you pursue them. This is why I think many creators find themselves on the slippery slope I mentioned earlier. If the quality of your work doesn’t match your audience’s expectations and seems like a money grab, you’ve harmed your personal brand and that trust is hard to win back.Q: I’d like to dive into something that’s an essential part of this series — the place of social media in developing a personal brand. You’re super active on Twitter — would you say that’s the main platform you’ve used to grow your online presence?Twitter has been the main platform for growing my online presence, and the “why” behind that is pretty simple – that’s where I enjoy spending the most time, and creating content there is easier for me than creating content on other platforms.I do want to explore more platforms because I am quite concentrated on Twitter. But I also have to consider a simple content marketing question, “Where’s my audience?” If I’m talking about technology, there’s a lot of content around that on TikTok, so that’s an example of a platform that I’m debating venturing into.Q: Has growing an online presence using social media, specifically Twitter, helped your career?When I learned to code in 2018, I was not active on Twitter, so I ended up wiping my account and starting with zero followers. No one knew who I was nor why I might be interesting. And from where I am today, I can confidently say that several of my recent roles have come through (or at least been heavily supported by) my presence on social media or my personal projects, not my official resume. One example of this is how I joined The Hustle. Sam, the founder, saw an article that I had written, which went viral on Hacker News and was shared by a well-known VC. By that point, I think I maybe had about three thousand followers. That’s how he discovered my work, which led me to The Hustle, which was later acquired by HubSpot.Q: Since you have experience cleaning the slate and starting anew on a social media platform, what would you recommend that people with zero to minimal presence on social media do when thinking about how to use theirs to grow a personal brand?If I was just starting out, I would figure out what I’m most interested in right now and double down on that. I would share everything I’m learning in that capacity and become known as someone uniquely interested in that space. And then, once you build a little bit of a following, you have the freedom to diversify and focus on other things, as I’ve done.This may be counterintuitive to everything I’ve said about experimentation and evolution as a way to grow your personal brand, but it’s essential at the beginning of your journey to plant one seed and nurture it.Q: Before we wrap up, do you have any final thoughts to share?Millions of people create content, so it’s essential that you find a niche and give people a reason to follow you among the sea of others. One key way to approach this is through the topics you talk about.Another way many people miss, which can be just as effective, is how you talk about a topic. For example, there are tons of people who write about technology every day. But there are certain influencers, many who are newer, that do it better. They might be funnier, more contrarian, more visual, etc. So it’s not just about time in the game but also how you’re doing it.TakeawaysHere are some ways to implement Steph’s personal brand-building tactics for your journey:Be intentional about building your personal brand: No matter what you choose to do to grow your brand and online presence, always bring your best self. Prepare for speaking engagements, create quality content, and treat every project as an extension of you. Transparency is a great way to stay intentional about your goals, and Steph has a lot of experience with both as she grew her Twitter by sharing her coding journey and indie projects. Check out this article for ideas of how to practice transparency as a way to stay intentional.Don’t be afraid to experiment: A big theme of Steph’s journey has been experimentation. Try different content formats, tackle new topics, and create for different platforms to find what works best for you. When it comes to trying new things, the small businesses in this article have their strategy down pat.Double down on one area: When you’re just starting out creating content for your personal brand, it’s important to become known for something. This helps you build expertise and credibility, and gives your potential audience something to latch on to. To figure out the balancing act of experimenting without tackling too many things at once – and at the risk of sounding repetitive – time in the game is less important than how you’re doing your work. If you take a new approach to your chosen field or topic, you can win people over or at least make them curious. For some inspiration, check out this article on interesting TikTok creators.Be open to new experiences: Steph mentioned being wary about taking on a role as head of publications because she’d never done it before but chose to forge ahead anyway. If you want to accelerate the growth of your personal brand, it’s important to be open to new challenges when they come. Putting yourself and your work out there can feel scary, but it can be very rewarding. Check out this article for ways you can open up new experiences for yourself using your online presence.🔌Once you’re ready to start sharing content to your social channels, check out Buffer for easy automated scheduling and publishing!
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Salesforce CRM integration with marketing automation solutions
Hello everyone, I am sure this question has been asked before but I couldn’t find anything about it. I work with an organization that is utilizing SF CRM and is now looking to set up a marketing automation tool. My immediate thought was to implement marketing cloud (it’s a B2C business). Am I correct to say that when you use a SF database, implementation and integration of a native tool (i.e. marketing cloud/Pardot) will be much easier over any other solution? Any help will be much appreciated! submitted by /u/JumpyRepeat4974 [link] [comments]
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Waiting for a miracle?
Every year, tens of thousands of people get into a famous college of their choice. It’s not unlikely that someone will get in, it’s simply not certain that you will.
But someone will, so getting isn’t a miracle, it’s simply a long shot.
If you add a pound a day to the leg press machine at the gym, it’s possible to have the ability to press 250 pounds within a year.
It’s difficult and grueling, but not a long shot.
Neither of these outcomes requires a miracle. The first might have low odds, and the second requires persistence.
But a miracle is something that’s never happened before, and is not to be counted on.