Author: Franz Malten Buemann

  • Automate Appointment Scheduling for Salesforce [In-Depth Review]

    Bring customer engagement front and center with SUMO Scheduler, to speed up the time to conversation. Highlights Appointment, Event, and Class Scheduling solution, directly available in your Salesforce org. Connect any calendar/s to avoid double booking across calendar (Salesforce Calendars, Google, Microsoft 365, or Microsoft… Read More

  • Employee Experience: What It Is and How to Improve It

    From the moment someone applies for a job, to the moment they send their resignation letter to leave the company, they’ll experience plenty of connections and moments that determine their employee experience.
    Employee experience (EX) is not far from customer experience (CX). Just as a stellar CX drives loyalty and revenue, an excellent EX attracts top employees and increases employee engagement, commitment, and productivity.

    Many employers know how important it is to improve the EX to adapt to a post-covid reality and to reduce employee turnover and address employee engagement challenges. But there’s still work to do in employee experience to ensure it becomes a critical part of every business’ strategy.
    What is employee experience?
    In short, employee experience includes all of the touchpoints people come across when they work for an organization. This includes hiring, onboarding, performance management, and day-to-day interactions.
    Improving the EX is a top priority for employers. However, few have developed an EX strategy that tackles all of the challenges of working in a post-pandemic world. An article by the Harvard Business Review points out that 4 million Americans quit their jobs in July 2021 alone, and resignations have been abnormally high for the last several months.
    As a result, 92% of companies say they will prioritize EX enhancements over the next three years in an effort to prevent further resignations. This figure is up from 52% before the pandemic.
    Why Employee Experience Matters
    The employee experience is the bread and butter of business performance. When you focus on creating an environment where employees can thrive before, during, and after their tenure, you’re essentially building a solid brand and improving your product.
    EX is made of all the experiences, positive and negative, that people go through while working. These touchpoints influence how people cooperate, how much effort they put out, and whether they want to challenge themselves to succeed at work.
    From an organization’s point of view, creating a better EX is a business imperative. One of Deloitte’s studies concluded that organizations with highly engaged workforces reported a three-year revenue growth rate that was 2.3 times greater than the average.
    If you can offer an excellent experience for your teams, you’ll have a higher chance of retaining them in the long run. Research from Jacob Morgan suggests that companies that invest in employee experience are 4x more profitable than those that do not.
    Milestones Of The Employee Experience
    When thinking about the employee experience, picture a continuous circle: attraction, onboarding, engaging and developing, and exiting.
    Here’s an overview of employee experience areas based on what a person learns, does, sees, and feels at each stage.
    Attraction and Recruitment
    The attraction phase of employee experience is crucial because it determines the first impression potential employees have. Things like the job description style (super formal, or more casual?), how long it takes to respond to candidates (or if you do at all!), and how smooth the interview process is all impact the quality of hires.
    The candidate recruitment phase is also an opportunity to ensure people become advocates for your organization, even if they do not join your organization. A bad experience in this phase can damage your brand’s reputation.
    Onboarding
    The onboarding phase is your chance to impress and set your employee up for success long-term. This stage is about getting an employee up-to-speed as soon as possible and about sharing your company’s culture and vision. Of course, onboarding remote employees comes with its own set of challenges, so make sure you’ve prepared.
    Engage and Develop
    Now that hires know your company’s processes, tools, and systems, great EX creates a space for them to thrive. By fostering an environment where constructive feedback, commitment, and motivation are a part of the day-to-day, you’ll have a higher chance of retaining top talent.
    The cost of replacing an individual employee can range from one-half to two times the employee’s annual salary, so you want to avoid people leaving as much as possible. During their tenure at a company, it’s crucial to offer employees the chance to grow with the role. In practice, that means, for example, offering training opportunities so that employees keep on being challenged.
    Exit
    Even with a great employee experience in place, you have to accept that most employees eventually change companies. They can retire, make a career change, or simply switch employers.
    Don’t miss your chance to learn from exiting employees. The fact that they are on the way out typically means they’ll be sincere. It’s a precious opportunity to gather feedback you can then use to improve the retention stage.
    How To Improve Your Employee Experience
    By mapping the employee experience from start to finish, you can spot the areas that need more attention. You don’t need to focus on them all at once. Instead, prioritize the low-hanging fruit first.
    Follow these tips to create a great employee experience:
    1. Start with the priorities.
    While you might be tempted to start with various projects simultaneously, it’s more efficient to think about which stage you want to focus on. By determining what’s essential for you as a company, you’ll be more efficient at improving the areas that will have the most impact first. For example, a company might focus on improving the onboarding process during hyper-growth. Use employee surveys to uncover possible areas of improvement.
    Foster a healthy culture.
    Company culture is a significant component for acquiring and retaining top employees. Needless to say, when you foster good company culture, you’ll have happier employees – and this, in turn, leads to more successful businesses.
    A culture that attracts high talent can lead to 33% higher revenue. Ensuring a routine of giving and receiving constructive feedback is part of healthy company culture.
    Design a great onboarding experience.
    A stellar onboarding is crucial to get that new hire up to speed as soon as possible and increase the chance of them staying at the company. Studies have found that up to 20% of all new hires resign within the first 45 days of their role.
    Make sure you create an onboarding process that focuses on giving employees the tools they need to work, including access to software, and clarifies the expectations on their first weeks and months. A great way to get people excited about your brand during this phase is to send them employee swag they can use, like hoodies or water bottles.
    Invest in employee wellness.
    A wellness strategy contributes to making employees happier, which improves your company’s performance. Having happy and healthy employees enhances productivity, lowers healthcare costs, and less turnover. While it can sound expensive, it doesn’t need to be. For example, you can offer wellness benefits such as flexible hours or organize lunchtime yoga sessions.
    Offer career development schemes.
    Career development is a win-win. A career development plan pays attention to the employee’s specific needs for growth and learning and offers the assistance they need to get there. Offering a training budget can be part of a career development plan.
    On the one hand, you’re giving employees the tools they need to get even better at their job. On the other hand, they can learn new skills that make them more competitive in the job market. By offering employees the chance to improve, you demonstrate that you want them to grow personally and professionally.
    Improving Employee Engagement With EX
    The employee experience encapsulates all of the moments people go through during their work at an organization. Businesses that develop an EX strategy are more successful as it fosters engaged employees. This, in turn, means more revenue.
    For your organization to master employee experience management, you need to listen to what employees say during each of those touchpoints of the employee lifecycle, paying particular attention to the areas they consider most important.
    Fostering a great culture, developing an onboarding strategy, and listening to what employees on their way out have to say, are all part of a well-rounded EX strategy.
    Sure, congratulating people on their birthday alone won’t improve the employee experience. However, this little gesture as part of a broader culture of recognizing the small things can mean a lot for employees.
    For example, consider spending time during all-hands meetings to announce work anniversaries and promotions. Then, every person involved has the chance to speak to the entire company. This accessible approach sends a powerful message: everyone in the company matters. What better experience is there?

  • The myth about the apples

    In settings where sorting is difficult, half a bushel of perfect apples is worth more than a full bushel with a rotten apple in it.

    One bad apple can spoil a whole bunch.

    We pay a significant premium for pre-selection, confidence and a guarantee.

    Sorting adds value.

  • 10 Advanced Salesforce Reporting Features

    Salesforce Reporting is one of the most powerful features, used to give users many different views into their data, and for Admins to demonstrate the value Salesforce has upon the organization’s productivity.   Building reports in the Lightning Report Builder, a drag and drop interface, is… Read More

  • Who Really “Owns It” In Your Company?

    While a company’s collective goal is in providing the best customer experience (CX), who exactly leads the functioning of the teams and resources related to CX in an organization? https://medium.com/embitel-technologies/customer-experience-who-really-owns-it-in-your-company-e59302d5f94d
    submitted by /u/HippieSwat [link] [comments]

  • SET UP EMAIL AUTOMATION FOR REFERRAL PROGRAM

    Hi, I need some advice: I’ve been asked by a gym to set up an automation that, when a user provides his data and those of a friend, 3 mails are supposed to be send: 1- to the user 2- to the friend 3- to the gym I created a Landing Page with a form. The emails are going to be sent with ActiveCampaign. My idea is to add the custom fields “referral” and “referred” to AC, have those users added to a list where they’re gonna receive their email 1. Then, with zapier, integrately, etc + Google sheets, I can create an automation where I generate a “mirror account” where the referred data become those of the user, and the original user data goes to the “referral” field, then I have those new users put in another list where they receive the email 2. For the email 3 I thought that I could probably use email notification function. Anyway it seems to me an overly complicated journey, so I’m wondering if anyone can suggest something smoother or simpler.. Also, I’m probably gonna create another page where they can book their spot to the gym, and again send 3 emails.. ​ Thanks to anyone who’ll read this
    submitted by /u/NaziveganHeidi [link] [comments]

  • Supercharging CX in 2022: going beyond generic surveys

    If you go the extra mile and seek personalized, timely, insightful feedback from your customers, you can identify and improve contact centre operations—and strengthen customer loyalty. CX (Customer Experience) professionals measure their company’s brand health in terms of customer satisfaction, and outcomes. Because we’re dedicated to metrics, we use post-interaction surveys—such as CSAT, NPS, or…
    The post Supercharging CX in 2022: going beyond generic surveys appeared first on Customer Experience Magazine.

  • 4 Strategies to Improve Email Engagement for Your Retail Brand

    With more people online and utilizing social media to help ease the pandemic boredom, retail companies have a lot of opportunities to capitalize on online engagement. However, nothing beats email marketing, as it’s a direct line to these online consumers, and it’s a form of marketing that people actually opt into.  Getting a customer to…
    The post 4 Strategies to Improve Email Engagement for Your Retail Brand appeared first on Benchmark Email.

  • Is it Possible to Reach Trailhead Ranger Rank in a Month?

    Trailhead is Salesforce’s online learning platform, with self-guided training, for free. The resource was born from Salesforce’s motivation to build a skilled workforce to meet looming technical skill gaps. Trailhead is based on gamification; users achieve badges (etc.) in order to level up through the… Read More

  • Industry Report: State of the Contact Center 2022

    Contact centers have experienced a wild ride throughout the pandemic – and it looks like it is continuing in a more positive direction. The global contact center industry was valued at approximately $339 billion in 2020, and is expected to reach $496 billion by 2027!
    Resilience was hailed at the start of the pandemic as a new definition of success, but did that continue over 2021? Our review of the past year showed increased customer expectations, innovation in contact center technology, development of safe work environments, and employee engagements – all good indicators that contact centers are more resilient than before.
    Industry Report: State of the Contact Center 2022
    But what lies in store for contact centers in 2022? We asked industry leaders and CX experts their thoughts on the past year and their predictions for what contact center professionals can expect this year. You can read the full report here, but here are some quick highlights!
    COVID Is No Longer an Excuse for Poor Customer Service
    The more technology improves, the shorter our attention spans become, according to a study conducted by Microsoft. Pair that with the pandemic delays and poor customer service, and you have a recipe for impatient customers.
    But the truth is, customers were never exactly patient when it came to customer service. That’s why most people don’t like IVR systems, even if they’re advanced. Customers will opt for quick, immediate service with a human almost every time, but having an advanced solution like Visual IVR is still a great way to offer customers flexibility and attention.
    Creating a Customer Service Strategy That Drives Business Growth
    The pandemic urged some businesses to focus on profits even at the expense of customer service to stay afloat. While some customers may have excused poor or slow customer service as a result of the pandemic, that excuse is slowly becoming less acceptable for today’s customers.
    That’s because a) COVID is so 2020 — customers are ready to move on, and b) businesses are now wrestling in a top-notch competitive landscape that might provide better customer service.
    Here’s what Shep Hyken, CSP and CPAE of Shepard Presentations, had to say about call center competition in 2021 going into 2022:

    “Customers aren’t comparing you to a direct competitor. They compare your service and customer experience to the best companies…Amazon, Apple, and other iconic brands. They know what good service looks like, and are now demanding it from any company that wants to keep their business long-term.”– Shep Hyken, CS & CX Expert

    Agent Engagement is Vital to Customer Experience
    COVID was hard on call centers and their agents. Not only were agents dealing with the same problems as everyone else — fear of COVID-19 safety, loss of income in the family, illness or death of family members — they also had to empathize with the customers that called the call center.
    How to Foster Agent Engagement in a Hybrid Contact Center
    Not only is this above the average call center agent’s pay scale, it’s also incredibly stressful and accounts for last year’s dramatic increase in agent attrition. Believe us – if your agents are unhappy, your customers will certainly notice and prefer to spend their money elsewhere.
    Contact centers must make agent engagement a top priority going into 2022 if they want to keep their talent and produce enhanced customer experiences. Here’s what Blair Pleasant, President & Principal Analyst of COMMfusion, had to say about agent engagement forecasts 2021-2022:

    “Don’t forget about the agent experience, especially in light of the “great resignation.” Make sure you take care of your agents and give them the tools they need to not only be effective and productive but also engaged and empowered.”– Blair Pleasant, President & Principal Analyst at COMMfusion

    Digital Transformation Will Continue to be Essential in 2022
    Contact centers in 2021 had to make significant investments in their technology to monitor IT operations and analytics, (especially with hybrid work models), ensure adequate data backup, keep up with call volumes and customer expectations, and maintain high levels of security. Experts predict that the contact center software market share is expected to reach $75 billion USD by 2026, a value almost triple its 2020 value.

    FACT:
    Customers continued to purchase products online, either via online websites or through the phone, and request information from businesses remotely. That trend will likely continue into 2022, necessitating the need for consistent omnichannel support.

    Here’s what Nerys Corfield, Director of Injection Consulting, says about contact center technology for 2022:

    “Without a doubt, 2022 will see a continued migration to the cloud. Hopefully, this shift will be accompanied by an operational move to omnichannel agent environments so that the advantages of a unified queue, journey orchestration, and hyper-personalized service offerings can be fully realized.”– Nerys Corfield, Director of Injection Consulting

    The reality is that customers are on board with a digital-first approach to the customer experience. While most companies should still have omnichannel support (including traditional phone service), efficient self-service call center solutions are shown to improve customer satisfaction. Businesses should also invest in technology to offer their customers more flexibility, like Fonolo’s Voice Call Backs.The post Blog first appeared on Fonolo.