Thursday, March 8, 2012

Join John M. Perez at The eCRM Virtual Multichannel Conference 2012

I am excited to announce that I will be representing RightNow/Oracle and speaking among a panel of great thought leaders at the eCRM Events Virtual Conference on March 21st through the 22nd. A special thanks to Lara Valverde, and Courtney Wiley for making it all happen. To sign up or join, goto their site at eCRM Events Multichannel Conference. Some excellent thought leaders will be in attendance, and the topics are extremely interesting. Here is a sample of the agenda:

  • Keynote: Meeting the Multi-Channel Customer on His Terms
    Presented By: Don Van Doren & Elaine Cascio, Vanguard Communications
  • A Tale of Two Phone Calls
    Presented by: Joe Alwan, AVOKE/BBN Technologies
  • A Blueprint for Your Social Media Journey
    Presented by: Dr. Natalie Petouhoff, Chief Strategist for Social Media, Digital Communications, & ROI
  • How to Unify Voice of the Customer across All Contact Channels to Maximize Contact Center Effectiveness and Customer Experiences
    Presented by:UTOPY
  • What is Mobile Care – And Why Should you Care?
    Presented by: Sheryl Kingstone, Yankee Group
  • Creating The Intuitive Self-Service Experience
    Presented by: Patrick Nguyen, [24]7
  • Power of Collaboration in Customer Engagement
    Presented by Jane Hendricks, Senior Product Marketing Manager, Aspect Software
  • 60 Ideas in 90 Minutes
    Presented by: Vanguard Communication

Friday, September 30, 2011

Join Me at The Call Centre & Customer Management Expo in The United Kingdom

I am proud to announce that I will be representing RightNow Technologies at the United Kingdom Call Centre and Customer Management Expo on October 11th, through October 12th.  I will be personally at the RightNow Booth speaking to customers and prospects about their Customer Experience challenges, and discussing best practices for servicing customers across the Contact Center, Web, and Social channels.

If you are planning to attend, let's be sure to meet so we can discuss Customer Experience Best Practices.  Below are the details of the event, and a LinkedIn Group on this site for the event.  If you would like to meet or speak, please be sure to email me directly and I will make sure we have the opportunity.

Website: Call Centre & Customer Management Expo
LinkedIn Group:  Call Centre & Customer Management Expo LinkedIn Group
Date & Time: Tuesday 11 October, 9am - 5:00pm, Wednesday 12 October, 9am - 4:30pm
Location: National Hall Olympia, London

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Friday, April 22, 2011

3 Affordable Customer Support Solutions for Your Small Business

As a small business owner, I personally know that the task of servicing my customers and prospects online becomes far more difficult as you grow your business. Smaller business' rely on email, and phone support to handle incoming inquiries that can easily be resolved online. If your a small business with a website, you may have already considered using the web to service customers. A google for the term "web self service and customer support" yields an extensive list of links to some Enterprise solutions like RightNow Technologies CX Platform, Inquira, eGain, or Salesforce's Service Cloud. These companies offer everything from Knowledge Base capabilities, Community, to Live Chat and Social solutions to support customers online. They are absolutely great platforms that I have personally worked with, but the problem is they are expensive. For a small business owner like myself with less than 5 people on staff, I couldn't afford 1 month of any of these products. With the exception of Salesforce, these companies don't target the SMB market. Their markets are focused on large B2B or B2C businesses for their Web Self Service products instead. So I compiled a quick list of affordable but powerful Web Based Customer Support applications that can help power your Online Web Self Service strategy for your small business. Tell me about your preferred applications for powering your small business' web self service.

Zoho Support

Zoho has built some serious applications in the CRM space that are competing fiercly with Salesforce.Com, and they now are focusing on Customer Support offering a Customer Support suite that offers robust features like an internal and customer facing knowledge base, ticket management, and a Customer Support Portal that enables you to create a help site that is automatically integrated with the suite. For business's looking for a quick way to get a knowledge base and support portal up and running, this is by far one of the quickest ways to get one up and running with robust capabilities. The sign up process is entirely online, you can start with a Free Account, and for businesses that need Sales & Marketing CRM - Zoho offers a pretty robust solution that seamlessly integrates with Zoho Support. If you are already a Zoho CRM user, then this is an ideal platform for your needs. One of my areas of concern is that the capabilities don't address Social Media support and response and the limited capabilities of the Free Edition. Smaller business are often relying on Social Media to support and engage with customers and these capabilities are missing from the suite. Some concerns with the FREE Edition are that it only enables a company to service 25 requests per day, and does not offer Customer Portal which enables you to turn on a knowledge base for your customers online. If you want those features, you will have to opt for the Professional Edition at $12 per user per month which I would recommend if you have a need for online web self service.

Omnistar Live

OmniStar Live is the one solution that surprised me the most. They offer some great capabilities that some of the Enterprise players in this space offer in one package. Features such as Ticket Management, Knowledge Base, Live Chat, Customer Feedback, and the ability to create online troubleshooting wizards come shipped with the software and are all configurable in a easy to use interface. These features alone make it a great value for customers looking for more multichannel and service capabilities. Their hosted solution starts at $27 per month for up to 3 users, and they offer an Unlimited Staff offering where you install the application on your server for a $297 one time fee. I recommend this solution for companies servicing a high tech product that often requires updates to the knowledge base and complex troubleshooting wizards. This application does require some configuration and offers some robust tools for customizing the online support experience in terms of the user interface. They have a WYSIWYG Editor to customize the Customer Support Portal experience to change the look/feel of your site and tailor it to your company logo/brand. If you choose the Hosted solution you may not be able to customize the domain where your customer portal sits so that you have a URL like Go with the higher end installable $297 solution for companies who want to host it with their own domain. Omnistar offers free installation for those who don't have an IT Department to install the product on the hosted server. What sets this solution apart from the rest is it's Live Chat, Online Troubleshooter, and Instant Customer Feedback offering that is often not found in even some of the larger Enterprise Solutions for Web Self Service. The Online troubleshooter will save a company lots of time in PHP or HTML development required to walk customers through logic based scenarios to solve complex problems online. For companies with a complex technical product, this maybe an ideal platform to power your web self service.


Assistly offers the most Social offering of all the other applications. With Assistly you get the ability to ticket and respond to customers over Facebook, Twitter, Email, and Live Chat integrated into 1 package. In addition, you get a Customer Portal that you can publish to your customers with FAQs, Online Search, and an online Community Q&A section. The suite offers you very basic content authoring and knowledge base capability. You can't categorize knowledge categorized by product, and search seems to be very dependent on key words contained within an article. This will work for a business with a very simple product portfolio, but businesses with larger offerings of products - the knowledge base won't cut it. Sign up and getting started is extremely simple, and at $39 per agent per month, you get a robust online solution for servicing your customers online. For businesses who have a high need for supporting customers across Social Media, and on a realtime basis, this is an ideal solution. Assistly recently partnered with Get Satisfaction to extend their suite to the the popular community platform. Further integrations with traditional CRM vendors will be ideal for this application's future success.

Wednesday, April 20, 2011

Should You Take your IVR, and ACD Technology to the Cloud?

Today was a cloudy day for me. I woke up to feed my son early in the morning and watched Greg Gianforte of RightNow Technologies on Fox Business news talk about how well his company is performing in the market selling Customer Experience Cloud software. In addition, I stumbled across more material online as Facebook CIO Tim Campos said that 70% of his IT Infrastructure will be hosted in the Cloud, and Office Depot makes a strategic decision to host their entire Call Center infrastructure in the cloud.  So I decided to provide some insight to those companies considering taking the Cloud approach with their ACD (Automatic Call Distribution), IVR (Interactive Voice Response), and WFM (Workforce Management) software that power their call center operations.  There are some immediate benefits to doing this, but there are also some areas of consideration to review before you move everything to the cloud.  Below I review the benefits and cautions with moving your IVR, ACD, and WFM systems into the cloud.

Resource & Maintenance Benefits of The Cloud

In the call center we need to dig deeper to better understand these costs. When it comes to your Call Center's Automatic Distribution phone system, most call centers have a Telephony Manager, PBX Expert, Reporting Analysts, and Administrators or Developers who are assigned the task of configuring the systems that host your call routing technologies. When it comes to dealing with workforce management, you have a host of analysts, reporting resources, managers, and IT to maintain the Workforce Management Software. Let's not forget the Interactive Voice Response systems that often require Management, reporting resources, and 3rd Party Application support for developing applications to Self Serve on a company's phone system. The above areas (ACD, IVR, and Workforce Management) often are 3 distinct teams who handle the maintenance, and change management of the systems. Average sizes of resources to handle these areas often is between 5 and 100 resources depending on the size of your organization. Yes - I did say 100. I have been in global call centers for major Fortune 500 companies that have loads of people assigned to these technologies. With Cloud based ACD systems like Transera, or Contactual's Hosted Call Center software, you can be almost certain to reduce atleast 1/3rd of your resource costs for managing these technologies by reducing your amount of resources required for managing servers, paying software license fees, monitoring, and ensuring security.

Integration in The Cloud

Companies that decide to move their infrastructure to the cloud will also need to deal with the Integraton. At some point in your Call Center, you will want to integrate the ACD, IVR, CRM, Workforce Management, and CTI systems so that you have a full 360 view of all Call Center operations.  Moving to cloud technologies provide integration benefits out of the box as they are all leveraging the Internet to establish connectivity.  However, the vendors you select for these technologies will be very critical to the cost of  integration between systems. Most Cloud vendors are equipped with APIs to handle the integrations using Professional Services, but very few Cloud vendors are offering already established Connectors that customers can use or take advantage of to connect one system to another.  This is especially import in your CRM integrations.  In fact, I would look at what kind of CRM system you have and begin a quest to look for vendors that provide connectors for your CRM system.  Companies like Transera or Contactual offer Connectors for most major CRM systems.  These connecters take the pain of the Professional Services effort to integrate systems.  When looking to move your Call Center technology to the cloud, be sure to consider the vendors that have robust APIs or built in connectors designed for the technologies you are looking to integrate. Otherwise, your integration costs will sky rocket despite the savings in Hardware costs and resources.

In summary, the resource benefits within your call center operation alone may provide you significant cost benefit while improving the silos of proprietary and internal knowledge required within an organization to maintain these systems.  When picking a vendor who hosts call center technology in the cloud, be sure to equally consider the vendors ability to integrate with other systems.  This is often found in their Connector Product offering, or within their API where developers can seamlessly access data sets to pass on to other systems.  Will you consider moving these technologies into the cloud or not?

Thursday, December 9, 2010

Video: Dreamforce - Day 1 Keynote

Marc Benioff, Chairman & CEO, welcomes attendees of Dreamforce 2010. Opening video with music by

Video: Welcome to the Future of High-Volume Call Centers: New Service Cloud Con...

What does the future of high-volume B2B and B2C call centers look like? Join us to learn about how the new Service Cloud console is changing the way support departments run and will increase agent productivity—overnight. But don't just take our word for it. You'll also hear top customers talk about some of the success they've had with the new Service Cloud console.

Wednesday, November 17, 2010

Video: The Simple Truth of Service

This video is pretty inspirational. It is about about a grocery store bagger with Down syndrome who changed the company culture and created customer loyalty by providing service from the heart. He is called Johnny the Bagger. Remeber that great service and courtesy always comes from the heart!

Whitepaper: KPIs for Social Media (Survey Results)

Excellent insight into what over 435 executives thought about Social Media in their organization. Interesting findings like the fact that only 60% of companies reported less than 1000 followers in their social communities.

Wednesday, November 10, 2010

Video: Combatting Poor Customer Service

I just love this piece that CBS did. Great Service story about Comcast and an 80 year old customer going to their offices with a hammer to speak to their service reps. Also some key data around service. Highlights include:
  • Recent Comcast Incident with a customer who walked into Comcast with a hammer.
  • Industry stats on costs of agents, ivr technology, etc.
  • History of Customer Service in the Call Center.
  • Delta Airlines Service story about losing a puppy named Paco.
  • Interview with VP of Fedex Customer Service over viewing their Service Operations. They get about 700,000 calls per day.