Salesforce for Services - Geneva basecamp '17
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Transcript of Salesforce for Services - Geneva basecamp '17
Salesforce for Service
Service Cloud - Nestlé’s consumer engagement journey
Jan Detert -
Philippe Aba
Forward-Looking Statements
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Getting support is painful, time consuming, and inconvenient
Today, Customers Avoid Support
Which product are you
calling about?
How can I help you today?
Can you hold while I look
something up, please?
Let me transfer you to one of
our specialists. Can you hold?Hello, who am I speaking with?
Can you tell me about
your problem?
Have you tried following our
troubleshooting instructions?
Convenient
Disruptive Companies Use Service to Transform the Customer Experience
Contextual Conversational
But Delivering a Great Customer Experience is DifficultService solutions built for transactions, not conversations
Case
Sales Data
Knowledge
Base
WFM
ERP
Your Customers
Communication channels
Your Agents
Intelligence Empowers Agents with Real-time SolutionsSurface insights and answers instantly for agents to deliver conversationally across channels
Your Customers Your Agents
Case
Sales Data
Knowledge
Base
WFM
ERP
Connected, Intelligent CRM
Platform
Communication channels
The world’s #1 intelligent customer service platform
Welcome to Salesforce for Service
Personalized Productive
Service conversations
for customers
For agents, managers &
mobile workers
Predictive Connected
Powered by AI and
intelligence
On one intelligent
platform
Deliver Intelligent Service Conversations Across Every Channel
Low Touch Conversations
No Touch Conversations
High Touch Conversations
Field Service
Lightning
Omni-channel Routing and
Supervisor
Social Customer Service
Self-Service Communities
Connected Products
Service Journeys
Service Analytics
Cross-sell & Upsell
Service Bots
LiveMessage
Agent Console
eCommerce
Average Percentage Improvements Reported by Salesforce Customers
Salesforce for Service Drives Customer Success
Source: Salesforce Customer Relationship Survey conducted 2014-2016 among 10,500+ customers randomly selected. Response sizes per question vary.
Decrease in
Support Costs
22%
Customer
Retention
+ 26%
Agent
Productivity
+ 28%
Faster Case
Resolution
+ 31%
Increase in
Customer
Satisfaction
+35%
Salesforce Continues Leadership in Customer Engagement
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Salesforce.
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research
publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any
warranties of merchantability or fitness for a particular purpose.
GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and is used herein with permission. All rights reserved.
Magic Quadrant for CRM Customer
Engagement Center
April 2017
Analyst(s): Michael Maoz, Brian
Manusama9 Years
in a row
A L E A D E R
Engaging consumers
How Nesté is transforming and personalizing the consumer
experience
Personalization Through Services:From Engage to OMNI
September, 28th 2017
Jan DetertPCE Service Manager – Nestlé
Agenda Nestlé Group
Personalized Consumer Experience Nestlé
Engage as part of Personalized Consumer Experience
From Engage to OMNI
Case Study: machine learning for process efficiency standardization
14
Nestlé ambition
Enhancing people’s quality of life…
… through nutrition health and wellness…
… with science-based innovations
02/10/2017
Nestlé Corporate Presentation
Nestlé at a glance
02/10/2017
CHF 88.8 billion in sales in 2015
1 billion Nestlé products sold every day
Named one of “World’s Most Admired Food Companies” in Fortune magazine for the 19th consecutive year, Nestlé provides quality brands and products that bring flavor to life every day.
Nestlé Corporate Presentation
17
335,000Employees worldwide
2,000+Global and local brands
440Factories worldwide
196Countries with Nestlé products
What is Personalization @ Nestlé?
Personalization is tailored communications and experiences across channels to be highly
relevant to individuals, what they are doing and the context in which they are doing it.
ContextualSeamlessDynamic UniqueData-powered
18
Service – deeper engagement, personalization
CONSUMER NEED
• Make my life easier
• Make me feel like I
matter
• Give me tangible rewards
• Anticipate my needs –
saving me effort
• Guide me through my
brand and product
experience
WHERE BRANDS
CAN HELP
• Inspiration &
recommendation
•Support
•Educational advice
•Automated, easily
repeated tasks
•Transparency through
access to my data
•Personal services &
offers
CONSUMER
EXPERIENCE
19
ENGAGE in a Nutshell
ENGAGE is at core of
Consumer Engagement
Services (CES) whose
objective is to maximize the
future value of business by
interacting and engaging
efficiently with consumers
across all contact points.
• ENGAGE manages multi-
channel consumer
contacts from end-to-end
and is a database to
store the full history of
consumer contacts (in
accordance with local
consumer data retention
policies).
• ENGAGE is Nestlé Global
solution for Consumer
Services based on
Salesforce.com Service
Cloud as a core module
supplemented by several
Salesforce.com modules
(Social Customer Service,
Knowledge base, etc.)
Transformation from the traditional Consumer Services function to the digitally
savvy Consumer Services that brings new value proposition for consumers
and internal stakeholders.
20
Engage and CES as part of PCE: Four Pillars
CONNECTMEASURE
&
OPTIMIZE
Enabling Communicating
with the Brands for
satisfaction, inquiries, in
the first step pf their
engagements
CONSUMER
DATA
RESPOND
&
ENGAGE
Making Sure the Voice of The
Customer is heard and enabling
the Contact Center to respond
and re-engage
Providing Access to Consumer
and enriching profile enables the
right access to all PCE
dimensions
Capability of assessing
the services performance
through Surveys,
Consumer Feed-back and
Service Experience feed-
back
ENGAGE: A multi-channel Consumer Services Platform
Consumer Services Solution
Script
MgmtProcess
MgmtFulfillment
Survey
MgmtReports &
Entitlement
Roles &
Profiles
Consumer
Mgmt
Consumer
Contact
Mgmt
Knowledge
Mgmt
Crisis
Mgmt
Collaboratio
n Mgmt
Core Capabilities
Benefits
Multi-channel consumer engagement …
… going beyond traditional channels.
Reducing local maintenance and support …
… support level is provided by global team
Enabling structured collaboration …
… extended teams are able to work on the same
solution
Global solution evolution …
… markets evolve together and profit from global
strategy and initiatives
Increased automation ...
… lessen the manual operational processes and effort
53 markets have already joined the ENGAGE family.
Accenture is collaborating with Nestlé to develop, deploy, support and evolve Nestlé’s Consumer
Services Platform supporting Nestlé’s digital vision.
Engage by the Numbers
1585 Users 53 Markets 1,73 M Consumers
2013 Go-Live 2,3M+ Cases/Year
11K+ Case/Day
11% 1 Day
Cases
2% Critical
Cases
900+ Contact
Reason
23
Engage Global Presence
24
Markets Live
Live in
Jan 18
Omni-Channel Program• “... a multichannel approach to sales that seeks to provide the customer with a seamless shopping experience whether the customer is shopping online from a desktop or mobile device, by telephone or in a bricks and mortar store.”
• A response to the willingness of the Group to be able to orchestrate such efforts, to leverage common components and central investment, and to bring central functional leadership
• To support the Business Transformation of several Nestlé Businesses (e.g. Nespresso, Nestlé Waters, Nestlé Professional, Japan, NESCAFE Dolce Gusto, Special-T, Babynes,..) and Markets are serving and engaging with Consumers and small trade Customers in different sales channels and digital touch points
25
From Engage to Engage Omni
26
New Omni-Channel solution for the Group Contact Center, piloted at
Nespresso
Nespresso is the biggest Contact Center within the Nestlé Group in
terms of volume, activities and expectations
25MContacts x year
1500FTEs
1500Outsourcers
80+Markets
28 Languages
10%Total Order Taking
Engage Omni: Challenges and Journey
27
• From 5M contacts per year to a 25+M
contacts per year mission critical high
volume/high performance
• Nespresso Contact Center is the
business fallback for every other
platform: if Boutique, eCommerce,
Trade, self service, .. systems goes
offline then consumer calls the Contact
center who needs to be highly available
and highly fault tolerant
Main Challenges
• Consolidate an omnichannel experience with
phone as main contact point (both inbound and
outbound for communication, customer
acquisition and retention, campaign
management)
• Integration within a mostly-SAP landscape
including back-office and ecommerce
websites for transactional case management
• Multi language multi country
• Extension of live chat services with video chat
• Consolidated reporting
• Integrated knowledge management with
troubleshooting tool for machine repair and
after sales services, and advance issue
management to understand and cascade
product related issues
The Journey
Long term strategy to evolve Engage bringing to standard with one code base for all needs (Engage Omni)
28
Engage OmniConsumer Engagement Services + Transactional Call Centers
Including Commerce & Service
Engage+Transactional Call Centers
Including Commerce & Service(enhancement on top of Engage)
EngageConsumer Engagement Services
Salesforce Service Cloud platform
Social
CTI
SearchA
PI
Kn
ow
ledge
Base
Ch
at
Messagin
g
Pre
ference
Mgm
t
Marketin
g
Field
ServicePulseProduct
ComplianceQuality
Omni
Roadmap to
Omni
Platform
Extensions
Contact Us Hub Marketing Cloud
In-bound
Out-bound
Reports
Case Study: Process Efficiency Standardization
29
• 400 different case qualification are
today available and processes within
internal call centers (25) and outsourcers
are not completely standardized
• Around 200 different processes are
executed in any contact center to treat
any contact, whether it is for ordering,
satisfaction, suggestion, complaint or
after sales
• Freedom to local markets in some part of
the processes does not help to
standardize and make the “best agent”
share his knowledge with his/her peers
From Issues
• Case creation from any object with one click
• Automated Execution of pre-configured
business processes so that knowledge of the
“best agent” is already implemented by the
system
• Recommended suggestions of the best
process to execute based on the current
contact information
To Outcomes
Solution Detail
• The tool works as a time & data based analysis of the cases opened for
a market and globally
• Based on input (associated assets such as machines, order data, coffee
capsules, …) and verbatim text data, the system is able to:• Predict the best processes to be run for such input, and propose them to the agent through a rating-suggestion
mechanism relying on past SLAs on the successful treatment
• Identify possible issues before they are known to the company – for example in case of a product defect, the system is
able to “understand and predict” a larger problem than isolated consumer complaint and manage it as a Global Issue,
escalating the information to the management and the production lines and cascading it to the agents as a suspect
30
Journey Example
31
1. Customer calls 2. Customer complains
about bad coffee taste3. The system is pre-
configured with a list of
possible procedures to
resolve the case, and
proposes automatically
a rating for the most
relevant ones. In this
case “machine
descaling” could
proposed
Based on a “smart”
algorithm looking at the
successfully closed
cases
4. Coffee Specialist
picks or selects a
procedure, and
executes it
Suggested Procedures • Once Case is saved, the User
lands in the Case Feed mask:
the Suggested Resolution tab
highlights the most fitting
Resolution Procedures
• Resolution Procedures are
listed with the respective rating
index, which shows how
frequently said procedures are
leveraged to sort similar Case
Requests. Case Reasons,
Verbatim parts, potentially
Case-related objects are
shown, such as: associated
Orders; Product Type (e.g.:
machine model; coffee type;
etc.)
• The User can now select the
most appropriate Resolution
Procedure for the Case
Request.32
Procedure Details • The Case mask now
shows all of the steps of
the Resolution
Procedure, which may
consist of both Steps
and Activities
• Activities are tasks
assigned to the Case
Owner; Steps involve
Case Assignment to
other User Ques (i.e.:
another department or a
different group within the
same department)
• Steps and Activities in
blue have a Knowledge
Article associated to
them
33