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ROCKING INBOUND EMAIL MANAGEMENT Brian Cantor IQPC Customer Management Practice Doug Long Emailtopia Kathy Osborne Caldwell Manufacturing
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ROCKING INBOUND EMAIL MANAGEMENT

Nov 23, 2021

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Page 1: ROCKING INBOUND EMAIL MANAGEMENT

ROCKING INBOUNDEMAIL MANAGEMENT

Brian CantorIQPC Customer Management Practice

Doug LongEmailtopia

Kathy OsborneCaldwell Manufacturing

Page 2: ROCKING INBOUND EMAIL MANAGEMENT

Brian CantorIQPC Customer Management Practice

Page 3: ROCKING INBOUND EMAIL MANAGEMENT

THE STAGGERING SCALE OF EMAIL

3.7 Billion269 Billion49%

Page 4: ROCKING INBOUND EMAIL MANAGEMENT

131 Billion

Page 5: ROCKING INBOUND EMAIL MANAGEMENT

THE OF EMAIL

To business: investment priority

77% in next two years; 46% “urgent”

To customers: service interactions

Most frequently receive service – email is #2Prefer to receive service – email is #2

Higher in Under-45 age group

Page 6: ROCKING INBOUND EMAIL MANAGEMENT

THE FOR EMAIL

Customers look for:

First contact resolution #1

Fast resolution #2

Short response time #4

Page 7: ROCKING INBOUND EMAIL MANAGEMENT

THE OF EMAIL

Productivity challengesLack of system integrationInadequate performance measurementAbsence of workflow management

Technology challengesLimited data/monitoring

Page 8: ROCKING INBOUND EMAIL MANAGEMENT

Doug LongDirector of Marketing, Emailtopia

Page 9: ROCKING INBOUND EMAIL MANAGEMENT

TEAM ADDRESSES ARE THE1-800 NUMBERS OF THE

DIGITAL AGE

Page 10: ROCKING INBOUND EMAIL MANAGEMENT

MARKET VERTICALS

Transportation Healthcare Hospitality

Financial Services Manufacturing

Page 11: ROCKING INBOUND EMAIL MANAGEMENT

LOTS OF EMAILSNOT A LOT OF STAFF

LOTS OF UNHAPPY CUSTOMERS

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DISTILLING THE TEAM EMAIL PROBLEM

Workflow Tracking Reporting

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Inbox free-for-all

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Accountability

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You don’t have any!

Page 16: ROCKING INBOUND EMAIL MANAGEMENT

Kathy OsborneCustomer Service Manager, Caldwell Manufacturing

Page 17: ROCKING INBOUND EMAIL MANAGEMENT

CALDWELL’S STORY

• Window and door hardware• Industry leader since 1888• Multinational manufacturing and

distribution• Centralized customer service operation

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CHALLENGES:

• Multiple users in shared team mailboxes• Manual distribution• Replies not returned to originating agent• Repetitive replies to similar queries

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CHALLENGES:

• Finding conversation history• Ensuring no emails go unanswered

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• No management view of performance• Email volume• Internal vs External emails• Response times/service levels

CHALLENGES:

Page 21: ROCKING INBOUND EMAIL MANAGEMENT

SEARCH FOR A SOLUTION

• Research what to search for• Support through decision cycle• Scalable solution – start small, grow large

Page 22: ROCKING INBOUND EMAIL MANAGEMENT

EXPERIENCE:

Automated rules-based distributionVolume limits for individual usersReplies assigned to previous ownerStandard responses for frequent questionsApproval process for new hires in training

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EXPERIENCE:

Thread number ties conversations together• Determine the exact sequence of events

Only administrators can delete mail

Page 24: ROCKING INBOUND EMAIL MANAGEMENT

EXPERIENCE:

Performance reports at fingertips:• total incoming vs new threads

• Internal vs external email volumes

Management insight - actionable intelligence

Page 25: ROCKING INBOUND EMAIL MANAGEMENT

Doug LongDirector of Marketing, Emailtopia

Page 26: ROCKING INBOUND EMAIL MANAGEMENT

• Documentation for customs clearance• Multiple inbound container vessels• FIFO distribution inefficient• Prioritization based on ETA at dockside

GLOBAL SHIPPING & BROKERAGE BUSINESS

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• Core business from valued customers• Priority routing for tier-1 clients• Categorized, tracked and reported

TRANS-NATIONAL LTL TRUCKING LINE

We tell our customers they should follow up with a phone call if they haven’t had a response to their email within 15 minutes. Very few have ever placed that call.“ ”

Page 28: ROCKING INBOUND EMAIL MANAGEMENT

• Integration with ERP system• Report on time from initial inbound

inquiry to order fulfilment• Spot trends and improve business

processes

INDUSTRIAL GEAR MANUFACTURER

After implementing Response … we experienced a 130% improvement in our agents’ average email response time“ ”

Page 29: ROCKING INBOUND EMAIL MANAGEMENT

• Out of hours coverage provided in one location

• Time-of-day based routing • All off-hours inbound mail is sent to

night service

RISK MANAGEMENT AND INSURANCE

I was surprised how easy it was to use Response … I was able to train my agents in about 10 minutes“ ”

Page 30: ROCKING INBOUND EMAIL MANAGEMENT

THE EMAILTOPIA RESPONSE MISSION

Eliminate email mismanagement

Improve productivity

Improve customer

satisfactionDo more with less

Page 31: ROCKING INBOUND EMAIL MANAGEMENT

The RESPONSE Solution

Workflow Tracking Reporting

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• Intelligent assignment• Flexible rules to prioritize• Schedule aware• Conversational affinity

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• Ensure every email is tracked (thread numbering)

• Search and respond to old email conversations

• Non-repudiable record of communication

Page 34: ROCKING INBOUND EMAIL MANAGEMENT

• Reply time, close time, volume, trends• Agent, team, department, company• Day, week, month, year• Service level focus• Real-time dashboards

Page 35: ROCKING INBOUND EMAIL MANAGEMENT
Page 36: ROCKING INBOUND EMAIL MANAGEMENT
Page 37: ROCKING INBOUND EMAIL MANAGEMENT

QUANTIFIABLE ROI

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ComplimentaryEmail Workflow Assessment

Request a demo of Response

[email protected]://emailtopia.com/demo-request