All posts in Call Centers

The Humanity in Automation

People often ask me why I left a swashbuckling life of consulting around the globe to come lead Varolii’s Call Center Practice. Varolii is a Software as a Service (SaaS) company that provides cross-channel customer interaction management solutions for the digital world. A far cry from building call centers.

When I joined Varolii almost three years ago, we specialized in outbound proactive communications– automated messaging, if you will. I had never used automation before, so Varolii intrigued me. But what made me fall in love with Varolii was the quality of our interactions. Through using carefully crafted messages, combined with ten years of best practices and using communication methodologies such as the science of influence, Varolii was really holding “conversations” with their customers. We weren’t just blasting messages; rather, we executed interactive dialogue with customers. To add to this, Varolii possesses an interaction design department that employs professional studio voice talent. So Varolii’s outbound communications sound amazing, as well. Not to mention, the patented technology that is behind all of this automation wizardry is a blog on its own...

Why I fell for Varolii
So, here is the kicker. I fell in love with Varolii because, to me, we offer an amazing product that, although is an automated interaction solution, focuses on what is most important – the humanity of it all.

The most important element in the call center is our agents. Human agents. And although Varolii specializes in automation, we focus on quality automation. To me, our outbound interactions are like having a bunch of perfect call center agents – always on time, always in the top quality ranking, easily re-trained, and measureable. Furthermore, when companies use our outbound interaction solutions, not only do they get these perfect “avatar agents,” but they actually reduce resource requirements for their own human counterparts in the call center – which leads management to either free up some operating expenses or reallocate resources for other queues.

How we kept it fresh
Most recently, we launched a new product called Varolii 360, a product I am personally very passionate about. Varolii 360 offers a seamless end-to-end experience across both outbound and inbound channels (voice, text, email and smartphone) with personalized interactions, consistent branding, self-service options and complete reporting and analytics.

Varolii 360 combines automation with human-assisted speech recognition for a more efficient interaction. Silent human “guides” direct the automation in real-time, correcting misheard responses or redirecting the ASR. Guided speech is more affordable than full time agents, provides more efficient self-service options, and reduces customer frustration and opt-outs.

Through our conversational customer interaction management system, we deploy a unique hybrid model combining the best of two worlds: automated and human. Our Guided Inbound feature combines automated speech recognition with real-time, invisible human intervention for superior accuracy and caller experience. And we bring all of the same interaction design and media talent to the table on our inbound solutions as well.

Varolii realizes that automation is an important call center technology that can make a difference in contact centers. But what they REALLY understand is that automation must provide the most meaningful, human-like interaction as possible. They understand that, in order for automation to work, they need to focus on the conversations themselves and the quality of those conversations. Albert Einstein once said, “It has become appallingly obvious that our technology has exceeded our humanity.” I think Varolii got it right – we made sure humanity is imbedded within our technologies.

Varolii Interaction 2012 - Get in the Loop

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Varolii’s user conference, Interaction, is a week away. This is my third trip to Interaction, and I cannot tell you how excited I am to be heading to Las Vegas. Plus I needed an excuse to play the slots, and now I have one.

In addition to flirting with Lady Luck I fully intend to get ahold of every juicy morsel of information that is being presented this year. I am really looking forward to Closing the Loop — Varolii 360 and Let’s Make this Clear: The Power of Guided Speech to Transform the Customer Conversation. I’ve written a lot about the technology being used to change the customer’s call center experience and I can’t wait to share its magic with you in person.

Varolii Interaction 2012 is being held March 5th to 7th at Loews Lake Las Vegas.  The conference will be filled with valuable insight that can be used to facilitate better and more forward-thinking customer interaction management strategies.

Here are a few of the sessions that I can’t wait to attend:

  • Mobile Matters: Maximize Your SMS & Smartphone InvestmentMobility is becoming ubiquitous in the minds of consumers. If you are still viewing SMS and Smartphone as alternative technologies, you’re missing huge opportunities to connect with your customers.
  • Peak Performance: Better Insight, More Control. You asked for it. You got it. Varolii’s dynamic duo, Performance Insight and Performance Manager, give you the campaign controls and analytics you need to monitor, manage and evaluate your customer interactions more effectively and efficiently. Learn more about the powerful controls, monitoring and custom reporting that PI and PM offer to help you drive greater value from your interactions and use this knowledge to shape a profitable engagement strategy.
  • Engaging Today’s Mobile Customer – Integrating Text & Smartphone into your Customer Interactions. You know that contacting customers through their mobile devices is critical to the success of your communication strategies, but how do you start? Learn why reaching consumers on their mobile device is critical to improving your communication performance, the legal hurdles you’ll need to overcome, and step-by-step instructions on setting up an opt-in consent program for contacting customers on their mobile devices.

I have some last minute packing to do before jet setting to Vegas. I hope that you’ll be able to join us at Varolii Interaction 2012. You will walk away from the conference with a greater understanding of how to deliver a better customer experience within your call center interactions.

The Cloud - What is it? Should my call center be there?

Cloud computing is a groundbreaking technology that has made possible the provision of computing as a service, as opposed to a product. cloud computing The Cloud   What is it? Should my call center be there?

This can be described with the help of an example that has become somewhat cliché, but is nonetheless a fairly good one - especially when it comes to explaining to a newbie the concept of Cloud computing.

In Cloud computing, software, information, shared resources, etc., are provided to end users in a manner similar to that utilized by utility companies to provide a utility (e.g., electricity) to their consumers. A network (usually the internet) is used for this purpose in a fashion resembling an electricity grid.

Applications are made available for access by the Cloud computing providers through internet. It should be noted that the software and data is stored at, and is retrievable from, a remote location. Therefore, these applications can be accessed through desktop PCs, mobile devices, etc.

Now - the million dollar question: Why are companies (of all sizes), businesses and other organizations switching from traditional computing to Cloud computing?

And why should others follow their lead? Let’s discuss. . .

What are the advantages of switching from traditional computing to Cloud computing?

The primary advantage of Cloud computing is that it enables companies, businesses and other organizations to reduce spending and save money by minimizing inherent IT and support costs.

This might not be the biggest advantage offered by Cloud computing, but it is undoubtedly the most sought after advantage, especially in the case of relatively smaller enterprises.

Other advantages of Cloud computing include its ability to meet business demand for speed, better security, scalability, ease of access, and better disaster recovery.

What is the difference between SaaS, PaaS and IaaS?

What exactly is SaaS and in what manner does it differ from PaaS and IaaS?  One is bound to encounter these terms while reading about Cloud computing, and the seemingly slight difference between the three can make it tough to tell one from the other.

saas paas iaas The Cloud   What is it? Should my call center be there?

As we briefly discussed earlier, a Cloud computing system generally offers three kinds of capabilities to its users: namely, computing, storage and management:

Computing: A Cloud computing system has a lot of computing power at its disposal, thanks to the costly high-end hardware (processors, etc.) procured and installed by the Cloud computing provider.

Storage: A Cloud computing system also allows users to store their data onto its hardware.

Management: A Cloud computing system provides various Application Programming Interfaces and other management capabilities to enable users to specify, organize and queue various tasks for processing.

Now let’s see what IaaS, PaaS and SaaS really are.

IaaS, or Infrastructure as a Service: In IaaS, the Cloud computing provider only supplies the necessary infrastructure or hardware (servers, storage disks, etc.) and the users are responsible for installing the necessary platform.

PaaS, or Platform as a Service: In PaaS, the Cloud computing provider supplies the necessary infrastructure, as well as the necessary platform(s) to the users.

SaaS, or Software as a Service: In SaaS, the Cloud computing provider not only supplies the necessary hardware and platform, but also provides various sorts of software.

Call Center SaaS or Cloud-based Call Center Systems

Nowadays, numerous companies, businesses and other organizations are switching from on-premises call centercloud 5 The Cloud   What is it? Should my call center be there? systems—commonly referred to as “brick and mortar call centers”— and other traditional systems to cloud-based call center systems.

The primary motive behind such migrations is a financial one. Cloud-based call center solutions are not only relatively cheaper but also much more cost-effective and cost-efficient. Nevertheless, call center SaaS has numerous other advantages too.

Advantages of Cloud-based Call Center Systems

Call centers are multifaceted, with multiple technology layers, multiple communication channels, multiple business processes and functions, different agent skill sets… we are again, complicated. And sometimes, what we think of as a simple change in one call center process or system has a “ripple” effect across all of these existing layers. So we are sometimes cumbersome. We therefore are often unable to either adapt or expand quickly enough to support our always-evolving customer experience journeys – especially with the innovations in the mobile market.

Many cloud-based call center systems provide all-in-one call center solutions that include essential software such as IVR, IP-PBX, ACD, call recording and monitoring, workforce management, performance management, outbound messaging and delivery of reporting to management in a highly integrated fashion.

Scalability and flexibility are two inherent advantages of cloud-based call center systems. These include the ability to add or remove agent seats and the ability to enable or disable certain applications or certain features of an application within seconds. Many companies are moving to cloud applications to help them respond to the rapid advances in today’s market environment while simultaneously removing many of the high costs and hassles of maintaining complex internal systems.

Cloud-based call center solutions are often not only comprehensive, but they also are state-of-the-art and can support new and leading-edge processes and best practices. Many come with pre-built API interfaces to common CRM and other software solutions.  Naturally, the benefit of minimal hardware and software costs is a plus for companies, as well. Along with no up-front capital investment, it is clear why many executives are looking to cloud solutions.

As Richard Bach said, “A cloud does not know why it moves in just such a direction and at such a speed... It feels an impulsion... this is the place to go now.  But the sky knows the reasons and the patterns behind all clouds, and you will know, too, when you lift yourself high enough to see beyond horizons.” So don’t be afraid to reach for the skies in your operations and land on a cloud.

'Tis the Season to Be Jolly…or in Queue…

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It’s that special time of year again, the 4th quarter. The quarter all of us call center, customer care and experience professionals live (and die) for. While many of us this past Thanksgiving planned out our shopping trips like the covert PMP multi-media-centric individuals we are (ok, perhaps it was just me…), my beloved and brethren customer service professionals were busy working. Whether they were in their retail stores, calculating their cloud storage to support their digital customers, or re-calculating their 15 minute interval call center staffing plans – the madness of the Holiday season has officially begun. So in honor of this most wonderful time of year (where as a call center professional you are guaranteed to catch bronchitis at least once from over working yourself amongst a set of snotty-nosed CSRs – and I say that with love – I buy Kleenex in bulk), I share with you some of my favorite 4th quarter meltdowns.

My Favorite Holiday Calamity

Once upon a time, years and years ago, I started a new job as a small BPO Call Center Director during the last week of August. Team of 50. Two clients. Two supervisors. Five days after I started my new exciting job, the company signed a deal with a direct mail catalog company.  The majority of their revenues were received during the 4th quarter. Within 24 hours of hearing this news I knew I needed to go from 50 to 250 FTEs by the 2nd week of November. To 315 by the 2nd week of December. And not just agents. We needed technology, networking, processes, support staff, allll the Holiday call center trimming. We accomplished our main goals. I hired an entire team who I still keep in contact with (so they can verify this horror story). We had a Workforce Manager, a Trainer, a Quality Assurance Department, more supervisors, agents, and a Staffing Agency on board.

So…What could possibly go wrong?

  1. The direct mail company forgot to mention the hundreds of thousands of faxed in orders they would also need us to support. No back order office support anywhere in the contract or SOW.
  2. And some of these faxed orders were from large Fortune 500 companies sending Christmas gifts to ALL of their hundreds of clients. Good old green screen data entry from back in the day…
  3. The call forecasts we were provided by our client were off. By over 40%. ABOVE. Calls in queue and upset customers were commonplace. I heard busy line signals in my sleep.
  4. The call center was in the basement. No windows. Heater broke – and it was 90 degrees on and off for days. We all wore shorts and baseball hats to survive the heat (in the dead of winter outside, of course) and to hide our perpetual bad hair days.

I worked a record 321 hours in 21 days straight. I got home every night and ate a pint of Ben and Jerry’s ice cream, apologized to my dogs, and cried. And then got up again and did it all over again. One would ask why, but the BEST memory that made this my FAVORITE 4th quarter story was the fact that I had temporary FTEs and supervisors, that despite the fact they knew at the end of January they wouldn’t have a job with me, worked every single day with me. Side by side. If I worked 16 hours, they worked 17. We laughed, cried, and survived together. And it wasn’t just about their overtime pay. It was about our indomitable spirit that we refused to fail the customer – and our customer was our client, their customers, and each other. It was the 4th quarter where all of my leadership education came to fruition despite the never ending holiday call center nightmare packages we were delivered.

Now I could share other stories…like the time 40% of our 800 volume was pointed to the wrong VDN and my Holiday Orders were going to Sears Appliance Repair. Or the year that we predicted that 20% of our order volume would be ecommerce orders and 80% phone orders.  Well, that year 60% of our orders were internet based. THAT was the year I learned to negotiate with my BPO providers.

But instead of sharing more of mine, I would LOVE to hear some of yours. Don’t be shy – all mistakes are merely stepping stones to successes.

Happy Holidays, and may your queues be managed and your network stable…

Catch 22 - Why Congress Must Modernize the TCPA

catch 22 cover Catch 22   Why Congress Must Modernize the TCPAJoseph Heller does not get enough credit for coining the term "Catch 22". How many authors can claim a phrase that conveys so much meaning in two little words, immediately understood as a shorter yet more eloquent version of "between a rock and a hard place"?

In the book by the same name, Catch 22 was a military rule that said the only way to get out of a dangerous mission was to prove you were insane, but that if you wanted to get out of such a mission, it proved you were sane so you had to go.

While Heller's setting was World War II, he could easily have placed his characters in a more modern setting. Instead of focusing on a military bureaucracy intent on keeping soldiers in perpetual service, he could have written of government regulations that force American businesses to choose between keeping their customers satisfied or breaking the law.

Consider an airline. They are required by the Department of Transportation (DOT-OST-2010-0140) to promptly notify passengers of flight delays at the airport, on their website and on their telephone reservation system. Some airlines try to go the extra mile by proactively notifying passengers using interactive voice messages. But if a passenger provides their cell phone number as their point of contact, the airline would be violating the FCC's rules implementing the Telephone Consumer Protection Act (TCPA) if they send such a message to a passenger without their prior "express consent". Sounds easy if the ticket is booked on the airline's own website - just add a click box for consent to the check-out process. However, getting consent is not so easy if the flight is booked by an independent travel agent over the phone. Catch 22.

And what about a mortgage servicer? Under Fannie Mae's servicing guidelines, they are required to attempt phone contact with delinquent borrowers every three days. Fannie wants servicers to make every possible effort to assist borrowers in avoiding foreclosure by communicating all the loan modification programs the government has made available. But if the borrower has provided a mobile number (and for 30% of American households, that is the only number they have), in most cases the servicer would be at legal risk if they used automatic dialing technology to make these calls. That's because the original lender failed to obtain the necessary consent when the loan was issued. Catch 22.

I could go on. Prescription refill reminders, credit card fraud alerts, COD package delivery notifications - all good for the consumer, but risky for the business under the current TCPA. That's why a coalition of sixteen business associations ranging from the American Bankers to the U.S. Chamber of Commerce came together to draft an amendment to the TCPA that has now been sponsored as a bill by a bi-partisan group of congressional representatives.

This week I went to Washington, D.C., to lobby for this bill, HR 3035 "The Mobile Informational Call Act of 2011", the primary intent of which is to remove the distinctions made in the TCPA between landline and mobile service when using "assistive technlogy" (dialers and recorded messages) to communicate with customers for informational, not marketing, purposes.

We may not be flying dangerous missions over well-defended enemy territory when we try to do the right thing by contacting customers with information they need, but we would still have to be insane to keep doing it in the face of our own Catch 22. The only sane thing to do is change the rules.

Why Mobile is Not Just Another Channel

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Mobile devices have come a long way. However, mobile is not just another channel through which to reach potential customers. Mobile communications can be used as a way of enhancing your multi-channel strategies to gain maximum benefits for your business. That gave me an idea: write about how the unique attributes of smartphones can be leveraged to generate more personal and profitable customer interactions. The inspiration came from a February 2011 Forrester Research, Inc. report, Mobile is Not just Another Channel.

A multi-channel customer experience should be a seamless, unified and connected experience between communication channels. Mobility is a channel that delivers new audiences that may not be found in print, online or in other channels. Mobile communications reach customers in unique ways and deliver unique experiences and they extend existing business services (website, online ordering, in store, etc.). The mobile channel is, in essence, where the “Multi-Channel” customer is headed.

Many companies are using mobile as a way of reaching online shoppers or providing customer service. However, there are other ways to use the mobile channel, especially when you add this channel into your customer experience and multi-channel strategies.

For example, your mobile communication strategy could be a combination of print, online, and mobile communications. In this scenario, mobility can help acquire customers and business that perhaps neither channel is currently capturing alone. I still love reading my Sunday advertisements from my Sunday paper. And of course, I also enjoy shopping on Sunday afternoons on my iPad while watching NFL. A paper advertisement doesn’t drive me to purchase anymore. However, a QR code that I can scan from a paper ad that delivers me a link to more products, information or offering does. So in this example, the QR code helps bring together print and online channels—and all of this is capable by introducing the mobile phone into the mix. You merely create a QR code to be printed in a location. Consumers then scan the QR code and are either directed to your website, a mobile app, or perhaps a special discount is sent to them. So in this example, the mobile channel helps execute your communication strategy more effectively.

Delivering communications to these new mobile audiences can increase revenues because you are giving customers an easy, and in many cases preferred way and reason to access your company.

In order to capture your mobile audience, you also need to appeal to their senses on the mobile application itself. This could mean creating an application that gives them multiple ways to interact with your business. They may be able to buy your products online via their mobile phone. They may be able to make an appointment with you via a mobile application. However you incorporate mobility into your communication strategy will rely completely on you and what your business is all about.

When you use mobile communications as part of your customer experience strategy and you help to drive traffic to your other channels, you are increasing consumer “stickiness.” Mobile pages representing your website can increase shopping on your website as customers now have the opportunity to shop whenever and wherever they are, instead of waiting until they are in front of a computer. The same thing can be said about mobile coupons and other advertising methods. Delivering these things into consumers’ hands while they are out and about can create an immediate impact.

These unique mobile ways of reaching customers can help your company stand out from the crowd. Unique experiences are what will ultimately keep consumers coming back for more because you are giving them something that your competition is not. Mobile services and strategies will continue to evolve, and should be viewed as multi-channel, cross-channel or mobile-only communications, with their sophistication growing over the course of this evolution. As with any other channel, offering mobile services that have the ability to lift consumer satisfaction, loyalty and brand perception just makes good sense.