Three Companies That Elevated Their VoC and Survey Programs - CSSummit18

Totango
TotangoTotango
Companies That Elevated their
VoC and Survey Programs -
and ROI - to New Heights
About Satrix Solutions
Supported by voice-of-customer (VoC) experts, Satrix
Solutions is a consultancy dedicated to furnishing our clients
with insights they rely on to improve their products and
services, differentiate from the competition, and scale their
business.
Key Takeaway: We deliver trustworthy data and objective
recommendations that enable your company to:
• Deepen Loyalty
• Reduce Churn
• Increase Account Expansion
• Drive Referrals
• Create a Customer-Centric Culture
@SatrixSolutions
Case Study 1:
Establish a “Listening Post,” then add
more
@SatrixSolutions
Satrix Solutions Service Portfolio - Where to Start?
Sale Onboard
Sales
Win/Loss
Interviews
Post Onboarding
Surveys
Customer
Advisory
Board
Customer
Perception
Audit
Customer
Journey
Mapping
Product
Surveys
Delight, Retain, Expand, Renew, Engage
“Relationship”
CSAT Surveys
NPS
Surveys
Support
Surveys
Employee
Engagement
Surveys
eNPS
Surveys
Inter-
Departmental
Surveys
Employee
Opinion
Surveys
Churn
Defection
Interviews
Employee Exit
Surveys
@SatrixSolutions
Employee
Onboarding
Surveys
Elevate Your VoC Program
Feedback Program That Yields Bad Data
Invite Feedback But Do Nothing
No Voice of Customer Program
Invite feedback + Triage
+ Closed Loop
+ Promoter Activation
+ Reliance on Feedback for Improvements; Priorities, Resource Allocation, etc.
+ Activities that Enhance the Culture of Service Excellence
+ Quantification of Return on Investment
@SatrixSolutions
Case Study 2:
Ensure you are avoiding common
pitfalls
@SatrixSolutions
Wait! Poor Fundamentals to Avoid
1. Poor Survey Design 3. Low Response Rates
4. Gaming 5. Biased Interpretation
2. Survey Population Issues
@SatrixSolutions
6. Inaction
Case Study 3:
Apply rigor to the closed-loop process
@SatrixSolutions
Rigorous Closed-Loop Process
 People resources identified
 Training & scripts
 Process & workflows defined
 Detractors
 Passives
 Promoters
 High value non-responders
 Alerting criteria; triggers
 Accountability
 Response time
 Method of outreach
 Documentation
 Follow-up
 Reporting
 Share learnings, themes, stories, etc.
 Quantify the impact
@SatrixSolutions
Detractors
PassivesPromoters
Non-
responders
Case Study 4:
Ensure the insights are shared broadly
@SatrixSolutions
Relevant Insights to All Business Leaders
@SatrixSolutions
Service
Organization Sales
Executive
Team Marketing
Product
Development
Human
Resources
Happy
Customers &
Employees
Key Findings | Loyalty Drivers | Common Frustrations | Recommendations
Case Study 5:
Take steps to emphasize cultural
adoption
@SatrixSolutions
Intense Focus on Culture
Service-Centric Culture
Top-down
commitment
Mission,
Vision, Values
Customer Informed
Decision Making
Map the Journey
Championship
Team
Rewards &
Recognition
Socialization &
Story-telling
Start with
hiringGive employees
a voice
@SatrixSolutions
Evan Klein
Founder & President
Direct: 480-773-6120
evan@satrixsolutions.com
linkedin.com/in/evanbklein
SatrixSolutions.com
Come Visit Our Booth!
1 de 14

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Three Companies That Elevated Their VoC and Survey Programs - CSSummit18

  • 1. Companies That Elevated their VoC and Survey Programs - and ROI - to New Heights
  • 2. About Satrix Solutions Supported by voice-of-customer (VoC) experts, Satrix Solutions is a consultancy dedicated to furnishing our clients with insights they rely on to improve their products and services, differentiate from the competition, and scale their business. Key Takeaway: We deliver trustworthy data and objective recommendations that enable your company to: • Deepen Loyalty • Reduce Churn • Increase Account Expansion • Drive Referrals • Create a Customer-Centric Culture @SatrixSolutions
  • 3. Case Study 1: Establish a “Listening Post,” then add more @SatrixSolutions
  • 4. Satrix Solutions Service Portfolio - Where to Start? Sale Onboard Sales Win/Loss Interviews Post Onboarding Surveys Customer Advisory Board Customer Perception Audit Customer Journey Mapping Product Surveys Delight, Retain, Expand, Renew, Engage “Relationship” CSAT Surveys NPS Surveys Support Surveys Employee Engagement Surveys eNPS Surveys Inter- Departmental Surveys Employee Opinion Surveys Churn Defection Interviews Employee Exit Surveys @SatrixSolutions Employee Onboarding Surveys
  • 5. Elevate Your VoC Program Feedback Program That Yields Bad Data Invite Feedback But Do Nothing No Voice of Customer Program Invite feedback + Triage + Closed Loop + Promoter Activation + Reliance on Feedback for Improvements; Priorities, Resource Allocation, etc. + Activities that Enhance the Culture of Service Excellence + Quantification of Return on Investment @SatrixSolutions
  • 6. Case Study 2: Ensure you are avoiding common pitfalls @SatrixSolutions
  • 7. Wait! Poor Fundamentals to Avoid 1. Poor Survey Design 3. Low Response Rates 4. Gaming 5. Biased Interpretation 2. Survey Population Issues @SatrixSolutions 6. Inaction
  • 8. Case Study 3: Apply rigor to the closed-loop process @SatrixSolutions
  • 9. Rigorous Closed-Loop Process  People resources identified  Training & scripts  Process & workflows defined  Detractors  Passives  Promoters  High value non-responders  Alerting criteria; triggers  Accountability  Response time  Method of outreach  Documentation  Follow-up  Reporting  Share learnings, themes, stories, etc.  Quantify the impact @SatrixSolutions Detractors PassivesPromoters Non- responders
  • 10. Case Study 4: Ensure the insights are shared broadly @SatrixSolutions
  • 11. Relevant Insights to All Business Leaders @SatrixSolutions Service Organization Sales Executive Team Marketing Product Development Human Resources Happy Customers & Employees Key Findings | Loyalty Drivers | Common Frustrations | Recommendations
  • 12. Case Study 5: Take steps to emphasize cultural adoption @SatrixSolutions
  • 13. Intense Focus on Culture Service-Centric Culture Top-down commitment Mission, Vision, Values Customer Informed Decision Making Map the Journey Championship Team Rewards & Recognition Socialization & Story-telling Start with hiringGive employees a voice @SatrixSolutions
  • 14. Evan Klein Founder & President Direct: 480-773-6120 evan@satrixsolutions.com linkedin.com/in/evanbklein SatrixSolutions.com Come Visit Our Booth!