Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18...
Transcript of Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18...
![Page 1: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/1.jpg)
@DTCWS DTCWS201
Customer Service in the Digital Age
![Page 2: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/2.jpg)
Let’s get this out of the way first…
2
• You will have access to these slides after the show.
• We’ll do Q&A after the presentation.
• Miryam will be available for high fives following the
presentation.
![Page 3: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/3.jpg)
3
Laurie MillotteModerator
Chief Amazement Officer
Outshinery
![Page 4: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/4.jpg)
4
Miryam ChaePresenter
DTC Director, Marketing & Operations
Constellation Brands
![Page 5: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/5.jpg)
5
Ed FeuchukPresenter
Vice President of Marketing
Farm Collective Wine
![Page 6: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/6.jpg)
6
Big Company Small Company
![Page 7: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/7.jpg)
7
Real-talk about “Customer Service"
![Page 8: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/8.jpg)
Real-talk about “Customer Service”
8
Customer service isn’t something you
do, it’s something you’re about.
![Page 9: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/9.jpg)
Real-talk about “Customer Service”
9
Customer service is not about merely
solving screw-ups and saying ”thank
you,” it’s about making your customers’
experiences as awesome as possible.
![Page 10: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/10.jpg)
Real-talk about “Customer Service”
10
It's about:
• Building trusting relationships.
• Adding value to customers’ lives.
• Fulfilling customer needs before they realize they have them.
• Effortlessly turning problems into magical interactions.
![Page 11: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/11.jpg)
Real-talk about “Customer Service”
11
But we already know you’re about that customer service life.
![Page 12: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/12.jpg)
Real-talk about “Customer Service”
12
Except this winery…
![Page 13: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/13.jpg)
13
Wine Industry
vs.
The World
![Page 14: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/14.jpg)
Real-talk about “Customer Service”
14
We smile!
Twomey Cellars
![Page 15: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/15.jpg)
Real-talk about “Customer Service”
15
We provide guests
real points of
contact.
![Page 16: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/16.jpg)
Real-talk about “Customer Service”
16
We publish our real phone numbers…and actually pick up!
![Page 17: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/17.jpg)
Real-talk about “Customer Service”
17
We write note cards… tons of them.
![Page 18: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/18.jpg)
Real-talk about “Customer Service”
18
Our CRM game is
ridiculous.
![Page 19: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/19.jpg)
Real-talk about “Customer Service”
19
We curate experiences
and tailor-craft
itineraries.
![Page 20: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/20.jpg)
Wineries vs. Modern Consumer Brands
20
Wineries Modern Consumer Brands
Personal
Friendly
Accessible
Invested
Efficient
Convenient
Proactive
Receptive
✔
✔
✔
✔
✔
✔
✔
✔
![Page 21: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/21.jpg)
What’s holding us back?
21
![Page 22: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/22.jpg)
Flip the script
22
We need to stop serving customers on our terms
and start serving customers on their terms.
![Page 23: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/23.jpg)
What do customers want?
23
Source: PWC“Experience is everything 2020 Report”
![Page 24: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/24.jpg)
We’re going to have to use…technology!
24
![Page 25: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/25.jpg)
Our multi-channel fears
25
• Email ticketing is overkill
• Chat is very ‘90s
• Bots are impersonal
• Feedback isn’t important
• Social Media isn't serious
• Texting is annoying (and for teenagers)
• Data is for nerds!
![Page 26: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/26.jpg)
Efficiency and Email
26
On average:
• 2,200 emails per month
• 72 emails per day
• 24 emails per agent per day
0
200
400
600
800
1000
1200
1400
1600
1800
2000
Support Email Volume (2016)
Brand 1 Brand 2 Brand 3 Brand 4
![Page 27: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/27.jpg)
Using Regular Email
27
![Page 28: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/28.jpg)
Using Regular Email
28
![Page 29: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/29.jpg)
Email Support System
29
An email support system like
HelpScout helps corral all of our email
messages into one inbox.
![Page 30: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/30.jpg)
Email Support System
30
Customer
Inbox
Single Inbox
Customer
Email Group
Agent 1 Agent 2
Email Groups
Customer
Email Support System
Agent 1 Agent 2
Email Support System
![Page 31: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/31.jpg)
Email Support System
31
1. Email comes into one, unified inbox.
![Page 32: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/32.jpg)
Email Support System
32
2. One of our agents opens the email
and starts a reply, then that message
automatically assigns to them.
![Page 33: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/33.jpg)
Email Support System
33
3. We respond with mind-blowing
customer service.
![Page 34: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/34.jpg)
Email Support System
34
4. Email moves from shared inbox.
Which, to us, means we addressed it.
![Page 35: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/35.jpg)
Email Support System
35
Here’s what the customer sees.
![Page 36: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/36.jpg)
Email Support System
36
5. When the customer replies, it
assigns the thread back to the original
responding agent.
And back and forth it goes until we
resolve the support question.
![Page 37: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/37.jpg)
Email Support System
37
But what makes this tool even more
powerful, are the features…
![Page 38: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/38.jpg)
Email Support System
38
We can create and drop in saved
replies and automatically insert fields
like the customer’s name.
This saves us a ton of time.
![Page 39: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/39.jpg)
Email Support System
39
We can leave internal notes that only
our agents can see and may notify
other agents if we need their
assistance.
Now our responses are more informed
and agent re-assignments more
seamless.
![Page 40: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/40.jpg)
Email Support System
40
We can tag the reasons for each
support email.
This helps us track what customers
need help with most.
![Page 41: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/41.jpg)
Email Support System
41
We can follow support threads
assigned to other agents and receive
notifications with each reply.
This assures full transparency for
managers and accountability for
agents.
![Page 42: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/42.jpg)
Email Support System
42
HelpScout stitches in customer
photos, location and social information
from sources like LinkedIn, Twitter,
and personal websites.
Which helps us write more personal
responses.
![Page 43: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/43.jpg)
Email Support System
43
We can do this from anywhere using a
mobile app.
And we do. We now respond to
customers at all hours a day, seven
days a week, sometimes just for the
fun of it.
![Page 44: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/44.jpg)
Email Support System
44
Looks fancy, but so what?
![Page 45: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/45.jpg)
Email Support System
45
By using a zero-inbox email system,
messages stopped falling through the
cracks.
0 10 20 30 40 50
HelpScout (2017)
Email Distribution Group (2016)
Non-Response Failures
![Page 46: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/46.jpg)
Email Support System
46
By having multiple agents working to
clear the inbox for a greater portion of
each week, we started responding four
times faster to initial customer emails.
0 50 100 150 200
HelpScout (2017)
Email Distribution Group (2016)
Average Response Time in Minutes(9 AM to 6PM PST)
![Page 47: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/47.jpg)
Email Support System
47
We even reduced our resolution time
by 17%.
0 5 10 15 20 25 30 35 40
HelpScout (2017)
Email Distribution Group (2016)
Average Resolution Time in Hours
![Page 48: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/48.jpg)
Email Support System
48
And because we have built-in
analytics, we’re able to run reports, by
agent, and monitor performance,
accuracy, satisfaction, and support
reasons.
![Page 49: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/49.jpg)
Email Support System
49
![Page 50: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/50.jpg)
Email Support System Conclusions
50
1. Go all in and trust the system.
2. Work towards simplicity, not complexity.
3. Empower your team to make good, fast decisions.
4. Focus on only one or two metrics you want to improve and
do it.
![Page 51: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/51.jpg)
Email Support Platforms
51
![Page 52: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/52.jpg)
Chasing Convenience with Chat
52
![Page 53: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/53.jpg)
How can we offer convenience to our customers?
53
• Interact on customers’ schedules, not ours.
• Use the platforms customers prefer.
• Be prepared, knowledgeable, and accurate.
• Minimize back-and-forth.
• Eliminate friction points.
• Move fast as lightning.
![Page 54: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/54.jpg)
Real-time interaction
54
![Page 55: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/55.jpg)
But not so fast…
55
0%
10%
20%
30%
40%
50%
60%
2015 2016 2017
Use of Voice in Customer Service
Source: Business Insider“Consumers are abandoning traditional customer service channels”
![Page 56: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/56.jpg)
Time are a changing
56
Source: Paldesk“Phone Call vs. Chat – Is There a Winner?”
![Page 57: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/57.jpg)
So, we did some investigating
57
0% 5% 10% 15% 20% 25% 30% 35% 40% 45%
Gen Z
Millennials
Gen X
Baby Boomers
Silent Generation
Our Customers
Date: March 2017WineDirect
![Page 58: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/58.jpg)
Then we asked our customers
58
0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50%
Mail/Fax
Telephone
SMS
Online Chat
Preferred Means of Support
Date: March 2017SurveyMonkey
![Page 59: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/59.jpg)
What the cool kids are doing
59
![Page 60: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/60.jpg)
Chat
60
![Page 61: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/61.jpg)
Chat
61
![Page 62: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/62.jpg)
Chat
62
![Page 63: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/63.jpg)
Chat
63
![Page 64: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/64.jpg)
Chat
64
![Page 65: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/65.jpg)
When Customers Chat
65
After Wine Club Notification Emails 35%
After Wine Club Receipt Emails 23%
After Wine Club Tracking Emails 19%
During Email Sales Campaigns 13%
Other 10%
![Page 66: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/66.jpg)
Evolving Customer Service Channels
66
16%
18%
22%
26%
28%
68%
72%
73%
73%
71%
12%
8%
3%
4%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
2019
2018
2017
2016
2015
Customer Service by Channel
Phone Email Chat Social/SMS/Other
![Page 67: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/67.jpg)
Equal Use Across Demographics
67
13%
39%
40%
8%
Chat Users
Baby Boomers Gen X Millennials Gen Z
*Demographics only available for 37% of interactions
![Page 68: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/68.jpg)
How we keep Chat personal
68
We show our faces
and names
We know our
customersWe’re consistent with our
voice and commitment
![Page 69: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/69.jpg)
Getting Proactive with Bots
69
![Page 70: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/70.jpg)
Getting Proactive with Bots
70
How can we provide more proactive customer service?
Goals:
• Help customers use our self-service tools.
• Automatically resolve common questions without a human.
• Detect if customers need assistance before they ask.
• Start conversations about the right things.
![Page 71: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/71.jpg)
Chatbots
71
What do Chatbots do?
Chatbots use rules and AI to automate responses and tasks
based on the customer’s input.
![Page 72: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/72.jpg)
Chatbots
72Here’s what we had to build.
![Page 73: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/73.jpg)
Chatbots
73
Just kidding. Bots are built into most Chat platforms
and easy to set up.
![Page 74: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/74.jpg)
Automation
74
![Page 75: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/75.jpg)
Targeting
75
Send messages to website users
based on criteria like:
• The current page they are on.
• The amount of time they have been
on that page.
• Their geographic location.
• Their member status (if tracked).
![Page 76: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/76.jpg)
Targeting
76
If on Wine Club information page.
![Page 77: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/77.jpg)
Targeting
77
If on our store at a certain time and day.
![Page 78: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/78.jpg)
Targeting
78
If on product page for longer than 20 seconds.
![Page 79: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/79.jpg)
Targeting
79
Sometimes just to shoot the breeze.
![Page 80: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/80.jpg)
Chatbots
80
0.00% 2.00% 4.00% 6.00% 8.00% 10.00% 12.00%
Ecommerce Products
Online Club Sign-Ups
Conversion Rates (2018)
With Triggered Bots Baseline
![Page 81: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/81.jpg)
Chatbots
81
Human Conversations
28%
Bot Conversations29%
Combination43%
Chat Conversations (2018)
![Page 82: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/82.jpg)
Chat and Chatbot Conclusions
82
1. Chat is more convenient for some customers.
2. Customers mostly use chat for the same reasons they use phone
and email.
3. Chat will relieve other communication channels.
4. Chatbots can solve many customer requests without human
intervention. Our customers like this.
5. Chatbots can also be effective sale drivers.
![Page 83: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/83.jpg)
Chat and Chatbot Platforms
83
![Page 84: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/84.jpg)
Feedback
Widget
![Page 85: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/85.jpg)
85
![Page 86: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/86.jpg)
![Page 87: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/87.jpg)
![Page 88: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/88.jpg)
![Page 89: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/89.jpg)
![Page 90: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/90.jpg)
Solving the
problem(s)
• Customer Needs
• Customers want to communicate
when it’s convenient for them
• Customers are on your website at all
hours and they should be able to
connect with you.
![Page 91: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/91.jpg)
Solving the ‘real’
problem(s)
2 Ecommerce Employees
14 Ecommerce Websites
![Page 92: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/92.jpg)
How does it work?
![Page 93: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/93.jpg)
Persistent Widget
By implementing a home-
grown solution on each page
of our sites we made it easy
for customers to connect
with us whenever they
wanted.
We kept the form simple, so
the customer was more
inclined to use it.
![Page 94: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/94.jpg)
Persistent Widget
The message is sent via
email to our brand-specific
customer service email box
in addition to several people
on the team allowing us to
have a quicker response to
customers.
On average, we see about 2
feedbacks per day.
![Page 95: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/95.jpg)
Question68%
Dislike14%
Suggestion11%
Like 7%
2019 Feedback Breakdown
![Page 96: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/96.jpg)
Feedback
Highlights
• Most questions are Ecommerce-related & order status
• Many vegan, organic, gluten-free and glyphosate questions
• And of course, a few personal notes for Dave Matthews
![Page 97: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/97.jpg)
97
![Page 98: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/98.jpg)
“Someone is blocking my view with their cooler”
![Page 99: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/99.jpg)
Considerations
Financials
• There are many feedback widget options at varying prices and service levels.
• We chose a “build your own” because we had the expertise in house, and it was the least costly.
Resources
• A technical expert on staff to support the implementation or consider outsourcing.
• Key people willing to check notifications during “off hours” to address any major items.
![Page 100: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/100.jpg)
• This widget is getting an update with the
move to Commerce7.
• In the old version, we did not have
analytics.
Messages just flowed into an email box.
• With Commerce7, messages are being
put into a database that allows access
to the data in order to create analytics.
![Page 101: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/101.jpg)
Leveraging our Dash access and
creating automated analytics in order
to build out a customized dashboard of
our feedback widget messages.
![Page 102: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/102.jpg)
Feedback Examples
![Page 103: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/103.jpg)
Feedback Examples
![Page 104: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/104.jpg)
Feedback
Feedback deliverability
• Email box
• CRM database
• Reporting tool or Dashboard tool
104
![Page 105: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/105.jpg)
![Page 106: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/106.jpg)
Phone Activity - 2019
0
500
1000
1500
2000
2500
3000
3500
4000
4500
Robert Mondavi Prisoner
Inbound Voicemail
![Page 107: Customer Service in the Digital Age - DTC Wine Symposium...Real-talk about “Customer Service” 18 Our CRM game is ... mobile app. And we do. We now respond to customers at all hours](https://reader030.fdocuments.us/reader030/viewer/2022041102/5edcf3e8ad6a402d6667db51/html5/thumbnails/107.jpg)
Feedback Conclusions
• Offers a different level of engagement outside of chat and
chat bots.
• Allows customization so it’s useful to the customer and you.
• Easy to implement
• Scalable with the right options
• Not going to take over your regular channels but allows the
customer greater access to you.
107