Archive for July, 2011

Eight Tips for Scaling Social Customer Support

David Armano noted in a recent Harvard Business Review post on social business that listening to conversations is a valuable step but only the beginning:

“The true opportunity lies in scaling and operationalizing “social”.”


Online customer support is one of the key trends confronting companies as they embrace social business and look to interact with their consumers online. The growth of social customer support is being driven by three key factors: increased uptake of social media broadly; highly visible success stories from other companies and an expectation of two-way interaction in social channels.

As social support grows in reach and popularity, companies are facing the conundrum of how to successfully scale. How do you deal with an environment where an unlimited number of people may look to you for swift, helpful service?

Here are eight pointers for scaling your customer support:

1. Shift from reactive to proactive + reactive

Listening and reacting isn’t enough. Edelman’s Trust Barometer shows that search engines are the #1 source of information about companies for informed consumers. So, win the search battle. Mine your support records for the most common support requests (through both online and traditional channels) and create searchable resources to address those queries.

These resources could be blog posts, knowledge base articles, videos, graphics, whatever (more on that later in this post) — just make sure they’re in the language of your customers, not in business jargon, and that people can link directly to them.

2. Triage

My apologies to the purists out there who think everyone should be treated equally, but if one person could cause a major issue for your company while another is lower-profile, I’m going to prioritize accordingly. Is that ideal? No. Is that completely egalitarian? No. Is it practical and realistic? You bet.

This means setting out your criteria for triage ahead of time. If you have tiered support in other channels you may already have some of this. Consider:

  • Relative influence
  • Severity of issue
  • Spread of issue
  • …etc.

3. Respond publicly when possible

The natural inclination for many companies is to take negative chatter offline ASAP. There are a couple of pitfalls to this approach:

  1. The Internet doesn’t forget — others will be able to see the complaint, but no resolution
  2. Other people with the same problem won’t benefit from the solution

There are many cases where you will have to take a conversation offline due to privacy needs around personal information, or due to legal regulations. Where those things aren’t the case, though, responding to concerns publicly accomplishes two things:

  1. Allows anyone watching to see your company being responsive to an issue (improves your reputation)
  2. The one:many nature of the Internet means that other people with that same issue can see the solution (scales your response)

4. Help customers to help customers

Companies like AT&T (rated highly for social support by Forrester) and BlackBerry (disclosure: client) have been successful at developing highly active support forums where customers interact with and help each other. While the company can step in and address unanswered questions, this solution means that many queries are addressed without any involvement from the company.

5. Build an army of advocates

Your social media activities will naturally let you identify your most active users and your biggest fans. Don’t ignore this potential; create programs to cultivate and build relationships with these people, empower them to become your ambassadors and reward them for doing so.

6. Know your customer

Different people have different preferences for how to receive service; this leads both to tailored interactions with people and to the development of different support mechanisms to suit their needs. People who are pressed for time and just want to get the answer with no frills may prefer quick step-by-step how-tos, for example, while others look for more social interaction and conversation. If you can, take the time (and/or money) to do the research to identify those needs.

Social CRM is a buzz term right now, but even if you’re not ready to go to that extent, there are plenty of tools that let you view your past interactions with people online and begin to move in that direction.

7. Structure for scale

While you may have a core group of support agents conducting support online, look to train and prepare a broader group of employees to step in during critical situations. Few companies are going to be able to take the Zappos approach to empowering employees, but by training outside your team you can be prepared for spikes in activity.

8. Plan strategically

Businesses don’t usually experience flat demand throughout the year. You’ll have seasonality; you’ll have spikes driven by announcements and launches; you’ll have marketing promotions. By knowing when those are, you can plan your resources accordingly – both in terms of staffing and in terms of proactive asset creation (see #1  above).

Scaling support remains a pressing problem for organizations. These approaches can help you to help more people, and in doing so raise satisfaction rates, reduce customer churn and improve your organization’s  reputation.

What tips would you add to the list?

11 Things I Wish More People Knew About Me

If you didn’t already know, I’m a huge Amber Naslund fan. Her latest post, over at the Brass Tack Thinking blog, focuses on the things she wishes more people knew about her, and it got me thinking.

As Amber notes, and as I’ve found, social media enables immensely valuable connections and relationships, but it’s all too easy to mistake loose, weak connections for strong ones when you really don’t know the person that well. A few posts don’t make a close friend; they make a passing acquaintance. Those acquaintances can and do grow into real relationships and real friendships over time, but in many cases they remain loose connections.

I loved Amber’s post, and it made me think about the things I wish more people knew about me. So, here goes – here are 11 things you may not know about me.

I’m an extrovert… but only just. Our team recently did a Myers Briggs workshop, and I’m an ESTJ. However, while the last three aspects of the assessment are strong, I scored just “one” on the extrovert scale.

In real life, I’m comfortable in and enjoy meeting new people and interacting with others, which is the side of me that people generally see. However, when the day is done I’m very protective of my “Dave time” – I’ll often turn down social engagements to get time alone with my thoughts, play a video game or just to switch off and enjoy the opportunity to relax alone.

I give 110%, or nothing. I’m an all or nothing guy. I’ve burned out on all sorts of sports and hobbies because I throw everything at them, then get tired of them. I’m the same at work — I throw everything into it, and adopt it into my own sense of who I am.

Measurement turns my crank. I have a business degree, but I was very, very close to doing math at university. Numbers have always come easily to me; I took my GCSE in math a  year early, and got an A* grade (above an A). I took A-levels in Math and Further Math. Measurement and analytics let me return to my comfort zone.

Moving to Canada was like a rebirth for me. Moving to Canada let me completely redefine who I was. When you grow up in a small town with the same bunch of kids following each other all of the way through the education system, you can find yourself boxed-in in terms of peoples’ expectations. By the time I was done with university, I was tired of being what people wanted me to be.

Moving to Canada nearly 10 years ago let me hit the reset button. No-one knew me; no-one knew what I was “meant” to be and that meant I could really be who I wanted to be. I found that incredibly liberating, and it let me become the person I wanted to be.

Running is my therapy. Because I throw >110% into my work, and because I need my personal space, running is very therapeutic — I retreat into my own world, where I can think the day’s events through and clear my head by the end of it. I haven’t found the time to run for the last few years; getting back into it remains a huge priority for me moving forward.

It’s easy to mistake satisfaction for ego. On a daily basis, I marvel that anyone cares what I think, or wants to read what I write. To this day, I find that astonishing and exciting.

Some people mistake that astonishment for bragging; it’s not — I’m genuinely excited when people care what I think as, at my core, I have a lot of insecurity around my abilities.

I adore dogs. Not those annoying drop-kick dogs; I’m talking about big dogs — golden retrievers, german shepherds and the like. For years, my parent’s dog (Guinness) was like a close friend to me. I’ve been pining for a dog ever since I moved to Canada, and I long for the day that my lifestyle will allow it. Right now, though, that all-or-nothing approach to work and life means it’s just not feasible.

Laughter and music are my drugs. I prefer comedies to other movies; I love going to stand-up comedy nights, and unfortunately for my colleagues I exercise my own sense of humour (I’m fluent in sarcasm, have a bit of a potty mouth and continuously self-censor — or try to (sorry, gang)) constantly.

I come from a musical family (my mum is a piano teacher); I played the violin and piano, and sang, as a kid. Nowadays I just listen to a lot of (rock) music. I go to a bunch of shows, and I get cranky if I haven’t managed to zone out and listen to music for a while.

I love the outdoors. I’m pining now because it hasn’t happened yet, but normally we try to go camping half a dozen times or more each summer. I love the outdoors; I love the peace that being out of the city provides and I love unplugging and just relaxing. Oh, and I love monstrous breakfast fry-ups cooked over a fire.

I’m a small-town guy at heart and will eventually become one again. I spent my first 18 years in a village with 30 or so houses and zero shops in Cornwall, England. I spent the next four in a small city (Bath). My last 9 have been in a big city, but I don’t expect that that will be the case for the next 30. I need my space  too badly to be able to stay in the city scene for good.

I’m a big mushball. My sense of humour sometimes makes it seem like I have a hard edge, but when I come home after even the longest days in the office, there’s nothing I want to do more than just cuddle up with Caralin and spend time with her. As far as I’m concerned, the fact that in just over two weeks she will become my wife makes me the luckiest guy in the world.

What about you?

Smart Location-Based Marketing By Home Depot

Update: Sigh — turns out Ben was just larking around — my dreams are crushed. Still, even though this was a prank (#DammitLucier!), this is the sort of things that retailers who are starting to play around with location-based loyalty marketing should be considering.

Just saw this photo on my friend Ben Lucier’s Posterous site – hardware retailer Home Depot reserved a parking spot for him at his local store in the “Pro” parking section. Why? Because he was the mayor.

Smart way to reward their most loyal customer (well, the most loyal customer using Foursquare, anyway) with something that has zero cost to Home Depot but a nice benefit for the customer, all the while encouraging other people to compete for that benefit.