Resolv, Inc.

October 2007 Newsletter

 

 

 

 

 

 

About the Author:

 

Founder and CEO of Beyond Philosophy, leading experts in the customer experience, Colin Shaw helps organizations identify the ramifications of commoditizing global markets and how this affects relationships with customers. Shaw is the author of Building Great Customer Experiences and Revolutionize Your Customer Experience. You may reach him at colin.shaw@beyondphilosophy.com.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Resolv, Inc.

821 E. First Ave

Appleton, WI  54911

 

Phone:

(920)730-1300

 

E-mail:

info@resolvcrm.com

 

We’re on the Web!

www.resolvcrm.com

 

Engage Your Customers Emotionally To Create Advocates

By Colin Shaw, Beyond Philosophy

 

I placed my items on the belt at the supermarket. The clerk scanned and bagged them. The amount was displayed on the screen. I handed over my credit card and smiled. I, then, realized that no one had said anything!

The clerk swiped my card. I signed. And just as I was leaving, I said to her, "It would have been nice if you had said, 'Thank you.'" She replied, "I don't need to. It is written on the receipt."

 

Ever since that day, I have been on a campaign to see the number of customer experiences I can have without people saying a word. It is surprising how many there can be.

 

Unfortunately, many organizations think their job is to process customers. But at Beyond Philosophy, we believe all organizations are on a journey from Naïve to Natural, in the way they are orientated around the customer.

Sixty-seven percent of organizations are transactional; they treat customers as a transaction, something to be processed. They are looking only at what we would call the physical, or the rational, aspects of the customer experience. They do not appreciate that 50 percent of a customer experience is about how a customer feels. But in researching my book, The DNA of Customer Experience: How Emotions Drive Value, with the London Business School, we proved that emotions drive or destroy value.

 

When the clerk failed to thank me, I felt "irritated"; I felt that the organization didn't "value" me. As a consequence, even though the store is actually closer to my home, I now drive past it to shop three miles away. This store that's farther away makes me feel "valued," and I feel the people there "care" for me. In other words, they emotionally engage with me.

 

Our research suggests that there are four "clusters" of emotions that affect value. Two clusters of emotions, "happy" and "pleased," lead people to become advocates—not just recommending a business or product but also doing so without being prompted to.

 

To design an experience that is emotionally engaging to create advocates, you need to map the journey. While many methodologies, including Six Sigma and Lean CRM, are good at redesigning a process; their aim is operational efficiency. Any improvement to the customer experience may be only a byproduct. They focus on the physical and rational aspects of the experience and do not look at the emotional side. This means they effectively are ignoring half of the experience.

 

A process we developed, called Moment Mapping®, enables you to design an emotionally engaging customer experience. We identify the combustion points that drive the destroying cluster of emotions and embed "emotional cookies" that will evoke the desired emotions that create customer advocates.

Consider what happened with a U.S. bank that asked us to redesign its branch loan experience. When we mapped the "as is" experience of customers, we found different customer types, including these three:

 

·         Principal's office. These younger people were nervous about asking for a loan. One described the experience as feeling "like I was going to see the principal, and I had done something wrong." These customers tried to do as much as they could online. But to secure a loan, they had to submit to an interview and sign papers.

 

·        Dignity. These older people just felt embarrassed. They had been brought up with the belief that you shouldn't borrow money and "pay your way."

 

·        Sophisticates. These experienced loan buyers were very knowledgeable. They entered the experience feeling confident and assured, and they wanted to complete this as quickly as possible.

 

When we mapped the "as is" experience; the customer would be invited to the branch and asked to sit in a waiting area that was open and in full view of all customers. This was a major "combustion point," which, we discovered, had had a different emotional effect on each group.

For those in the "principal's office" group, Waiting just confirmed that those in the "principal's office" group were going to see the principal! Our hidden cameras revealed them fidgeting and sitting on the edge of their chairs. The longer they were kept waiting, the more intense was their feeling of inferiority and the greater their concern.

 

Sitting in a waiting area in full view of everyone contributed to the discomfort of those in the "dignity" group. They tended to sit with their backs to the other customers and "hide" as much as possible. In one of the branches, "dignity" customers preferred sitting behind a large plant!

 

The "sophisticates" who thought the whole process was a waste of time found waiting very frustrating. We could have called this group "the prowlers." About 65 percent of them didn't sit. They prowled around, waiting to be called in, so they could leave and get on with something more productive.

 

We recommended that the bank alter the experience for each of these groups and design-in these "emotional cookies." There were some common aspects that would help all these particular groups in different ways. For example, people in all these groups wanted to be seen quickly, although it was for different reasons. So the bank implemented a more efficient appointment system. We also trained all the branch staff on the characteristics of the groups and explained how to identify them.

 

We proposed that "principal's office" customers be put at ease by branch employees who were not sitting behind desks. We also ensured that the employees spend time making small talk with these customers, explaining what was going to happen.

 

For those in the "dignity" group, we allocated a longer period of time for their "confession" of why they needed the money. Our research showed that, when they did this, they would feel that a burden had been lifted. We also moved the waiting areas into a more secluded place to help customers in this group.

For the "sophisticates," we speeded up the process. We also enhanced the background checks to ensure they were not bad payers. We made sure that no time was wasted on settling them down at the beginning of the interview. It was very businesslike and efficient, to make sophisticated customers happy.

As a result of the changes, loan conversions increased by 17 percent, and referral and loyalty increased.

 

By looking at customer experience from an emotional point of view and designing these emotions into your customers' experience, you can have a dramatic effect on revenue and customer advocacy.

 


SalesLogix Administrator Training

Date: October 23rd and 24th, 2007

 

This course is designed to provide the skills necessary to perform SalesLogix system administration functions.  During this two day course you will learn how to configure the SalesLogix components, add users and teams, modify user security, import data, data maintenance, and advanced group building.

You will also learn how to install the Remote Client, configure synchronization, create and attach a remote database and use subscription rules. Basic customizing of SalesLogix is also covered.

 

Topics covered will include:

  • Add users and teams
  • Modify user security
  • Import data
  • Understand the synchronization process
  • Configure remote clients
  • Data Maintenance (merge/purge)
  • Relational Database principles
  • Group building
  • Describe basic Architect functions

 

Cost:  $1050 per person and $750 for each additional person per organization

Date/Time: October 23 and 24, 8:30 am to 4:30 pm

Location: Training will be held at the Resolv offices in Appleton, WI

To Register:  E-mail: info@resolvcrm.com

Dress: Casual

**Continental Breakfast and Lunch will be provided


SalesLogix Tips & Tricks

Modifying Appearance and Layout in Query Builder

 

You can use the appearance and layout tabs to change the look and displayed information of a group created using Query Builder. Consider the following situation: you need a list of all your contact accounts in Chicago, what type of account the contact is, when the account was created, who the account manager is, the industry the account is involved in, the main phone number, and when the last history with this account was entered.

 

Despite the amount of information this search will provide, you only need to enter one condition-the name of the city. The rest of the information can be displayed in list view by using the Layout tab. You can get rid of any columns you don’t need by right clicking on the column and choosing delete. To add a new column select the search parameter from the appropriate list and drag it down to the table. For this search you will need type, city, createdate, mainphone, accountmanagerid, industry, and lasthistorydate.

 

You can change the name of the column by right clicking on the column and choosing edit. In this window you can change the name of the caption and set other options like alignment and width.

 

 

Click OK and SalesLogix will create your group with the information you need displayed in list view.

 

The appearance tab allows you to change the background color, font color, and font style. The changes only apply to that particular group and do not carry over if the group is exported to Excel. Although of limited application, this feature can be helpful when making groups that will need to be deleted (such as a test or temporary group). Changing the background color can visually set the group apart from other groups.

 


KnowledgeSync Tips & Tricks

 

“One of our clients wants to use KnowledgeSync to email out form letters, invoices, special offers, and other such documents in HTML format but they don't know HTML syntax. I know that Crystal Reports can be output in HTML format, but the reports appear as attachments and our client wants the information to appear in the body of the email message. Do you have any suggestions for them/us?”

We do. Create the form letter, invoice, special offer, or whatever document you wish to send using Crystal Reports. Then, create a KnowledgeSync event, go into the "Reports" tab of the event, and choose the form, document or report that you wish to send.

Choose an output "Style" for the report of HTML.

(This next step is critical.)

Go to the "Email" tab of the event, specify a subject for the email but leave the email body text blank. An absence of text in the email body, when combined with a Crystal Report that is output in HTML, tells KnowledgeSync to take the HTML output from the report and embed that content right within the body of the email message itself.

Note that this function is available only if the email sending account that this event is using is configured to send via any Internet-based email system.

 

http://www.vineyardsoft.com


Contact Support

 Here is how to contact our tech support department:

 

Normal tech support hours are Monday through Friday 8:30 am – 4:30 pm Central Standard Time. Help may be available during non-business hours for an incidence fee.  If it is an emergency or after hours, please call, since we cannot guarantee that email will be responded to prior to the next business day.  During business hours, phone calls have priority over email.

 

Phone: (920) 268-4877

 

E-mail: support@resolvcrm.com

 

Remote live support: http://www.resolvcrm.com/assist

 

Web ticket: http://www.resolvcrm.com/supportquestions.html


Our Referral Program

Resolv, Inc. is always looking for referrals, but what bonuses do you receive if you give us a referral?

 

  • 1 Year Referral commission of 3% of every payment we collect from the customer
  • Infinite Referral commission of 1.5% of every payment we collect from the customer

 

To Read More on our Referral Program, Click Here