Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats...

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Delivering Customer Engagement Solutions through Inbound, Outbound, Live Chat, Quality Monitoring and Social Media Services. Experienced People | Innovative Technology | Remarkable Results 1 www.etechgs.com | Confidential

Transcript of Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats...

Page 1: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

Delivering Customer Engagement Solutions throughInbound, Outbound, Live Chat,

Quality Monitoring and Social Media Services.

Experienced People | Innovative Technology | Remarkable Results

1www.etechgs.com | Confidential

Page 2: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

MISSION

Etech is a servant leader organization providing superior customer experiences and innovative solutions which enable our clients to build stronger brands, strengthen customer relationships, and gain market share.

VISION

To make a remarkable difference for each other, our customers and within our communities.

2www.etechgs.com | Confidential

12 CHARACTER COMMITMENTS

Nacogdoches, Texas Dallas, Texas Lufkin, Texas Palm Beach, FloridaRusk, Texas

Montego Bay, Jamaica Gandhinagar, India Vadodara, India

Integrity

Valuing people

Team Work

Accountability

Adaptability

Vision

Humility

Communication

Creativity Positive Influence

TeachabilityCourage

24/7/365 · Multilingual24/7/365 · Multilingual

Page 3: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

JUNE3 Days before the closing of the

Nacogdoches operations, Dilip Barot, Matt Rocco and the other investors from Etech

acquire the asset of the call center from Bellsouth saving over 400 much-needed jobs

SEPTEMBERIn addition to the headquarters in Nacogdoches, Etech opens its back-office/BPO center in Gandhinagar, India

2002Bell South made

a decision to divest its

internal call center assets in

Nacogdoches Texas

2004Launched Lufkin center with 325

Seats and 500 employees

2006Launched

Vadodara, India center with 200

Seats

2008Launched Rusk center

with 100 Seats and 1500 Employees

2010Launched Jamaica

center with 150 seats and launched

Software and Development

Services

2012Launched Dallas center

with 220 Seats

2014Launched Florida center with

150 Seats Etech launched Chat and email product ICE and software Implementation

service

2016Serving 30+

clients & 2000+

employees

2003 2019The Etech family currently has more than 3000 team members globally, serving 40+ clients

ETECH GREW FROM 400 TO MORE THAN 3000 EMPLOYEES

NO MERGERS NO ACQUISITIONSNO MERGERS NO ACQUISITIONS

ETECH'S JOURNEY

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Page 4: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

Customer Engagement SolutionsInbound, Outbound, Chat, Sales,

Service & Tech Support

Etech Technology SolutionsSoftware/Application Development

Custom Reporting, WFM

Etech’s Business at a Glance

Etech InsightsQuality Management System (QMS) to

Enhance Operational Efficiency & Customer Experiences

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Page 5: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

Etech assigns a dedicated Project Manager to coordinate the efforts and launch the program successfully.

Initiating

Planning

Executing

Monitoring &

Controlling

Closing

• Define Client Requirements

• Define Software/ Hardware Requirements

• Readiness Checklist

• Define Project Schedule

• Hiring and Training

• Define Baseline SLA's

• Soft Launch -Track Progress

• Gap Analysis• Post Transfer

Support• Prepare and

Sign Off Detailed Transfer Plan

• Operational Reporting

• Establish and Track Baseline Metrics

• On-Going Training

STRUCTURED ENGAGEMENT APPROACH

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Sourcing Qualifying Screening Assessing Interviewing Hire Background Checks

Job Offer

Etech hires career minded employees who are proficient in Customer Experience

HIRING METHODOLOGY

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Page 7: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

ETECH’S OPERATIONAL EFFECTIVENESS

Plan

Monitor

Develop

Performance Recognition

Continuous Monitoring & Adjustment

OPERATIONS PERFORMANCE MANAGEMENT

AnalyzeNeeds

OfferSolutions

DiscussBenefits

Overcome Objections

Effortless CX

CONSULTATIVE APPROACH

Induction Training

Product, Sales & CX Training

Incubation

Graduation

Go-Live

TRAINING IS A JOURNEY

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Page 8: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

VENDOR PERFORMANCE

SERVICE LEVEL & AHT GRAPHACTIONABLE INSIGHTS FOR SUPERVISORS - DASHBOARD

INSIGHTS AND ANALYTICS

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Page 9: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

ACQUISITION / RETENTIONACQUISITION / RETENTION

Control Churn

Customer Complaints

Insights for improvement

Training Need Analysis and Identification

CUSTOMER EXPERIENCE

VOC Analysis

Customer Sentiment Analysis

Customer Satisfaction Drivers

BUSINESS INSIGHTS

Insights for Strategic DecisionInsights for Strategic Decision

“Etech Insights provides you deeper insight into your customer interactions, which enables you to improve customer experience, reduce effort, meet all corporate governance

requirements, and gives you a competitive edge allowing you to increase market share.”

ETECH INSIGHTS DRIVES BUSINESS RESULTS

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Page 10: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

Business ChallengesMethodology

Listen: Data IngestionUnstructured data is ingested in layers for further processing

Predict: Deeper InsightsEtech’s Data Scientists refine large data sets into actionable insights

Identify: Mapping and ProcessingData Scientists review the calls to identify relevant behavior & add business insight rules

Analyze: Impact AnalysisEtech’s A.I Engine provided intelligent data output on trends and patterns using 150+ unique categories and scripts

Improve: Agent AnalyticsSpeech Analytic Engine was integrated with the Scorecard

Case Study – Sales

• Drive Top Line Revenue- Increase Sales Conversion- Reduce Cancellations

• Improve CX- Reduce Customer Effort: Hold

Time- FCR, Educating the Customer /

Self Serve- Improve CSAT Scores

• Improve Operational Effectiveness- Calls Handled- AHT

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Page 11: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

Goal: 30%

MTD Conversion: 29%

2,5

39

3,7

73

4,1

05

3,2

34

2,2

33

3,2

78

3,4

53

3,7

63

3,5

63

4,0

19

3,0

76

2,1

96

3,5

02

3,4

27

3,1

88

3,1

63

3,3

36

2,9

90

2,2

37

3,0

82

3,1

04

3,0

36

3,0

38

3,0

47

2,5

15

1,9

97

3,1

04

3,1

43

2,8

37

2,8

62

3,1

44

1,0

92

1,4

95 1,5

75

1,0

09

87

8

1,4

18

1,4

09 1,4

96

1,5

45 1

,62

9

1,1

88

1,0

11

1,5

25

1,4

46

1,3

62

1,2

65

1,4

63

1,0

46

87

0

1,3

23

1,2

69

1,3

44

1,2

37

1,2

42

99

0

88

9

1,3

84

1,3

37

1,2

63

1,2

00

1,3

11

30%

28%28%

24%28%

30%29%

28%

30%29%

28%

31%30% 30% 30%

29%

31%

26%

28%

30%29%

31%

29% 29%

28%

31% 31%30%

31%30% 30%

0%

5%

10%

15%

20%

25%

30%

35%

0

1000

2000

3000

4000

5000

6000

8/1 8/2 8/3 8/4 8/5 8/6 8/7 8/8 8/9 8/10 8/11 8/12 8/13 8/14 8/15 8/16 8/17 8/18 8/19 8/20 8/21 8/22 8/23 8/24 8/25 8/26 8/27 8/28 8/29 8/30 8/31

Non-converted Calls Converted Calls Conversion % Benchmark - 30%

Customers & AgentsLISTENLISTEN• Etech filtered the total volume of 168,771 calls using

the “ Number of Adult – Verification” category to determine the potential sales calls

• Total Call Volume Represented in the Graph: 135,495• Total Calls Converted: 39,511

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Page 12: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

No Sale Break Down – Enterprise Level

Total Call Volume : 135,495

Sale, 39,511 No Sale, 95,984

54

,34

9

10

,98

2

16

,76

0

14

,01

5

15

,06

2

24

,32

7

15

,96

7

2,7

01

5,2

18

4,2

93

4,8

83

6,4

49

29%25%

31% 31%

32%

27%

Benchmark , 30%

0%

5%

10%

15%

20%

25%

30%

35%

0

10000

20000

30000

40000

50000

60000Call Outcome - Vendor Wise Analysis

Potential Sales Calls Sold Conversion % Benchmark

Vendor 1 Vendor 2 Vendor 3 Vendor 4 Vendor 5 Vendor 6

IDENTIFYIDENTIFY

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Page 13: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

Successful Behaviors• Co-efficient Value shows a correlation between the

observed outcomes and the observed predictor values. The value of co-efficient is always between +1 and –1. The closer it is to +1 the stronger the correlation

• This Analysis statistically proves the hypothesis that Asking for Sale, Providing Rebuttals, & Creating urgency are directly correlated to the conversion on an Enterprise Level and can be used to fuel a predictive model

10,816

10,816

2,71830%

30%

40%

Crucial Behaviors & Success Probability

Ask for Sale Urgency Objection Handeling

Inner Circle: Total Population

Outer Pieces: Success Percentage of the

Behavior

Co-Efficient Value: 0.9435

Statistical Success Rate: 30%

Statistical Success Rate: 40%

Coefficient Value: 0.7029

Co-Efficient Value: 0.7152

Statistical Success Rate: 30%

IDENTIFYIDENTIFY

Objection Handling

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Page 14: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

14

No Sale Calls Vs Crucial Behaviors – Asking For Sale

Vendor 3 lost $552,000 in potential

sales by not asking for sale on 80% of the No Sale calls

Vendor 3, 20 %

Vendor 1, 38%

Vendor 4, 49%

Vendor 2, 50%

Vendor 5,,52%

Vendor 6, 59%

Vendor Wise Comparison - Asking for Sale on No Sale Calls

Vendor 1 Vendor 2

Vendor 3

Vendor 4

Vendor 5

Vendor 6

ANALYZEANALYZE

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Page 15: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

Playbook to Fix it

Primary opportunity was derived based on the impact that behavior will have on the conversion

Asking for Sale - Impact Bucket

Creating Urgency - Impact Bucket

78%

78%

76%

74%

71%

65%

65%

62%

61%

57%

56%

56%

56%

55%

53%

51%

49%

45%

32%

22%

22%

24%

26%

29%

35%

35%

38%

39%

43%

44%

44%

44%

45%

47%

49%

51%

55%

68%

Kemar Morrison

Tevin Daniels

Adrian Samuels

Tennica Powell

Demar Tomlinson

Shanese Anderson

Lionel Reid

Shelly Whyte

Conroy Field

Akeem Lawrence

Trevaun Hamilton

Matthew Brown

Sydonnie Martin

Cleon Dougherty

Georgina McIntosh

Shekera Bicarie

Malik Thomas

Samantha Campbell

Jardine Lawrence

Ask for Sale Didn't Ask for Sale

65%

62%

52%

50%

0%

35%

38%

48%

50%

100%

SteveWilliams

Sanoy Clarke

Deano Maine

TashayCampbell

Samuel Ellis

Create Urgency Didn't Create Urgency

IMPROVEIMPROVE Playbook

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Page 16: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

Drive Quick Improvement

Creating Urgency functioned as a

successful rebuttal for the top 3 objections

Lowest price rebuttal was successful 23% of the

times when customers objected to the price being offered

2%

7%

7%

15%

26%

36%

2%

3%

8%

13%

23%

30%

1%

3%

4%

8%

14%

19%

Holiday

Stay on Phone

Check OtherProperty

FreeCancellation

Lowest Price

Urgency

Successful Rebuttals Against the Top 3 Objections

Consult with someone

Rates too high

Call back later

IMPROVEIMPROVE

Discounted rates: 198

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Page 17: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

After understanding what behaviors drive success, Etech cross trains agents to improve performance

30%

70%

68%

48%

54%

45%

42%

46%

19%

59%

50%

54%

19%

48%

45%

36%

15%

58%

0% 10% 20% 30% 40% 50% 60% 70% 80%

Angela WS3-Jenkins

Reynaldo Nelson

Chaira Ceballos

Dawn WS3-Turmenne

Vielka Alleyne

Winston Archibold

Provide Rebuttal% Ask for Sale% Create Urgency%

31%

55%

44%

48%

40%

52%

0% 10% 20% 30% 40% 50% 60%

Average%

Replicate Successful SkillsIMPROVEIMPROVE

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Page 18: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

23,106

24,261

26,572

30,038

34,659

29,196

30,656

32,116

33,575

35,035

$2,163,200

$2,367,702

$2,480,400

$2,593,180

$2,705,797

$2,000,000

$2,100,000

$2,200,000

$2,300,000

$2,400,000

$2,500,000

$2,600,000

$2,700,000

$2,800,000

100015002000250030003500400045005000550060006500700075008000850090009500

10000105001100011500120001250013000135001400014500150001550016000165001700017500180001850019000195002000020500210002150022000225002300023500240002450025000255002600026500270002750028000285002900029500300003050031000315003200032500330003350034000345003500035500360003650037000

Current Improvement 5% Improvement 10% Improvement 15% Improvement 20%

Asking for Sale Creating Urgency Revenue

Predictive Model: Successful Behaviors Increase Revenue

Present Rate Present Rate

$2,367,702

+5% Improvement

+10% Improvement+15% Improvement

+20% Improvement

$2,480,400 $2,593,180$2,705,796

By Improving Asking for Sale and Creating Urgency on an

enterprise level by 20% in

the sample set of 44,374 calls, our predictive model forecasted an increase of

$542,597in the revenue

PREDICTPREDICT

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Page 19: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

Key KPI & Revenue ImpactResultsResults

33%Revenue Growth

33%Revenue Growth

22%Decrease in Hold

Time

22%Decrease in Hold

Time

31%Additional Call

Handled

31%Additional Call

Handled

2%Increase in Conversion Rate

8%Increase in Effectiveness Score

The 2% increase in conversion resulted in more than $542K in

incremental revenue and is about a 2000 basis point improvement

8%Increase in

Effectiveness Score

2%Increase in

Conversion Rate

3%Decrease in

Cancellation Rate

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Page 20: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

DatabaseAdministration

Desktop Support 24/7 Support

Network Administration

CTI and Telecommunications

Administration

Data Analytics

Application and Reporting

Development

Corporate Security

Etech Technology Solutions

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Page 21: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

Etech Security and Compliance

ISO 27001 Certified Organization PCI-DSS Certified Compliant PACE-SRO CertifiedGDPR Compliant

24x7 MonitoringDeep Packet Inspection

Intrusion PreventionData Leak Prevention

Host Intrusion PreventionIntegrity Monitoring

Web Application SecurityLog Inspection

Monthly Vulnerability ScansWeb Application Scanning

CompTIA CySA+CompTIA Security+CompTIA Network+

CompTIA A+

Network Security Host Security Vulnerability Management Individual Certifications

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Page 22: Inbound, Outbound, Live Chat, Quality Monitoring and ... · Vadodara, India center with 200 Seats 2008 Launched Rusk center with 100 Seats and ... • Define Project Schedule •

Why

Etech?

TRUSTED ADVISOR PARTNERSHIP MODEL

CUSTOMER CENTRIC WITH CUSTOMIZED SOLUTIONS

ETECH INSIGHTS DELIVERS REMARKABLE CUSTOMER

EXPERIENCES

MINORITY CERTIFIED ENTERPRISE

DEEP INDUSTRYEXPERTISE

SCALABILITY / LOW STAFF TURNOVER

A COMMITMENT TO SERVANT LEADERSHIP FOCUSING ON OUR PEOPLE, CUSTOMERS AND COMMUNITIES

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[email protected] | @jiyoob

[email protected] | www.etechgs.com | 936 – 371 – 2640

To make a remarkable difference for each other, our customers, and within our communities.

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