Services for Organizations

Using our research, best practices and expertise, we help you understand how to optimize your business processes using applications, information and technology. We provide advisory, education, and assessment services to rapidly identify and prioritize areas for improvement and perform vendor selection

Consulting & Strategy Sessions

Ventana On Demand

    Services for Investment Firms

    We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.

    Consulting & Strategy Sessions

    Ventana On Demand

      Services for Technology Vendors

      We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.

      Analyst Relations

      Demand Generation

      Product Marketing

      Market Coverage

      Request a Briefing


        Ventana Research Analyst Perspectives

        << Back to Blog Index

        Make It Simple for Customers To Engage with You

        A recent research project involving 7,000 consumers carried out by the Harvard Business Review concluded that to retain customers and get them to buy more products, organizations must make it simple for people to engage with them, provide information they trust and allow them to weigh their options before they buy. The research found that consumers are bombarded with information and choices, and as a result they tend to go down the easiest route, which often leads them to take a blinkered view: I haven’t got the time and energy to consider options so I’ll take this one.

        If you extrapolate this thinking into the domain of customer service, or more widely into the way organizations manage customer interactions, you might conclude that companies would be smart to support one channel of communication, do it right, and tell customers “this is the way it is,” in much the way online retailers and some banks support only Web-based interactions.

        However, that approach flies in the face of my recent benchmark research into customer relationship maturity, which found that on average, in response to growing customer demand, organizations support four or five channels of communications, and many support eight or more, including telephone, email, fax, postal mail, text messaging, the Web, instant messaging, online collaboration, video and social media. This complicates the task of simplifying interaction and forces organizations to make some tough decisions.

        As our CRM maturity research shows, and as was confirmed at a recent customer engagement day, two fundamental issues prevent many organizations from taking a consistent approach to handling multimedia customer interactions. First, to support multiple communications channels, the majority of organizations have implemented stand-alone, proprietary systems. Integrating these to provide a seamless, common user experience is complicated, time-consuming and costly. Second, few companies have a single source of customer data and information to enable decisions and actions at every touch point, preventing customers from having consistent experiences.

        The solution to both of these issues is to upgrade the organization’s IT architecture or to look for smarter, less invasive options. Three approaches come to mind:

        1. Implement one of the fully integrated multimedia communications management systems. Several of these are available as cloud-based systems, which afford companies the opportunity to take this step at reduced costs and in a more timely manner.
        2. Implement a smart agent desktop system. These can hide complex systems behind a user interface that reflects only what the agent requires to meet customer expectations. They can extract data from systems based on predefined rules, and they include rules-driven processes that allow users to focus on customers.
        3. Implement one of the new forms of self-service that are coming to market. These include software agents for virtual conversations, visual IVR and mobile applications that allow customers to serve themselves from their smartphones or tablets. Since all of these are software-based, they can be programmed to follow defined processes for handling different interaction types, and to use the most up-to-date data. To avoid making some of the mistakes that organizations have made companies should put themselves in their customers’ shoes and ensure that these new self-service applications are programmed to meet customer expectations instead of forcing them to use annoying and prolonged procedures.

        The idea of making it simple for customers to engage with a business is reflected in one of the latest metrics being used by organizations – customer effort scores. This metric seeks to determine how easy customers find it to interact with an organization. If they can be used to drive improvement, customer effort scores may help businesses provide easier ways to engage, which should lead to more satisfied customers and better business results.

        Do you make it easy for your customers to engage with you? If so, tell us more and collaborate with me on next steps.

        Regards

        Richard Snow – VP & Research Director

        Authors:

        Ventana Research

        Ventana Research, now part of Information Services Group (ISG), is the most authoritative and respected market research and advisory services firm focused on improving business outcomes through optimal use of people, processes, information and technology. Since our beginning, our goal has been to provide insight and expert guidance on mainstream and disruptive technologies. In short, we want to help you become smarter and find the most relevant technology to accelerate your organization's goals.

        JOIN OUR COMMUNITY

        Our Analyst Perspective Policy

        • Ventana Research’s Analyst Perspectives are fact-based analysis and guidance on business, industry and technology vendor trends. Each Analyst Perspective presents the view of the analyst who is an established subject matter expert on new developments, business and technology trends, findings from our research, or best practice insights.

          Each is prepared and reviewed in accordance with Ventana Research’s strict standards for accuracy and objectivity and reviewed to ensure it delivers reliable and actionable insights. It is reviewed and edited by research management and is approved by the Chief Research Officer; no individual or organization outside of Ventana Research reviews any Analyst Perspective before it is published. If you have any issue with an Analyst Perspective, please email them to ChiefResearchOfficer@ventanaresearch.com

        View Policy

        Subscribe to Email Updates

        Posts by Month

        see all

        Posts by Topic

        see all


        Analyst Perspectives Archive

        See All