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The Self-Service Imperative

With service organizations laser-focused on advancing their Customer Experience (CX) initiatives, self-service is a critical topic. You can’t provide a stellar CX without strong self-service capabilities, and the demand from your customers to take control of their service experiences is only going to increase.

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I spoke recently with Aly Pinder Jr, Program Director, Service Innovation & Connected Products at IDC Manufacturing Insights about what he feels 2019 will bring, and the expansion of self-service offerings quickly came up. “I believe customers will play a bigger role in their own service experiences. Customer portals will go beyond an FAQ tab to empower the customer to interact with the service organization, peers, or even the front-line technician. This added access will transform the relationship between the customer and service organization, adding visibility, value, and a bond that will be tougher to break by a competitor,” he says.

So what is important to your customers in regard to self-service, and why? Here are three general areas in which you need to ensure you are meeting ever-increasing demands and empowering your customer-base.

  • Seamlessness: Customers want to be able to reach you when they want, how they want. If they call, they want someone to answer. If they prefer mobile, they want to be able to communicate through an app. Some like email. Others like chat. The goal should be to be there when they need you, in whatever way they want to reach you. And, most importantly, to ensure that interactions are captured and communicated company-wide so that customers don’t have to repeat themselves or do redundant work.
  • Control: Customers want to be able to take matters into their own hands. In today’s tech-savvy culture, most customers won’t tolerate having to call and wait on hold to schedule an appointment. They want to be able to log on to a portal, or use an app, to schedule and modify appointments themselves. Self-scheduling is a must-have capability. Customers also want the ability to view information about their account and service history, to make changes to preferences or appointments as needed, and to view information on additional/alternative products and services at their leisure.
  • Real-Time Insight: As consumers, we are so accustomed to being able to access any information we need at any time. From a service perspective, providing the ability for your customers to peruse their account information, history, and scheduled appointments is step one – but that’s just the beginning. You should also be considering how to provide customers with real-time updates on scheduled appointments, technician details and arrival time, and immediate access to the service summary and invoice upon completion. IoT presents another opportunity to provide real-time information to customers on equipment you’re servicing, and this data is often valuable enough that you can leverage it to increase service revenue.

Solutions like IFS Customer Engagement help you deliver on your customers’ self-service demands by augmenting your customer service functionIFS Customer Engagement offers a full, omni-channel contact center capability, including interactive voice response, call recording, automated routing and queue management. Paired with IFS’s recently announced Field Service Management product, IFS FSM 6 (FSM 6), it provides capabilities for service organizations including the ability to enable customers to take ‘self-service’ actions using voice interaction and common digital channels, and a single, unified contact center desktop for service agents. This unified desktop brings together customer information sources including customer service CRM, contact center channels and enterprise customer data, providing agents with a simple and intelligent application to guide them through complex requests.

Investing in strong self-service capabilities is worthwhile, and arguably essential. Your investment will pay off in higher customer satisfaction and NPS scores, as well as providing a competitive edge if you can deliver a truly seamless experience that provides the control and insights your customers are seeking.

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