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Smart People Look Into the Future

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I tweeted a link to this Software Advice article a few days ago because it looked pretty cool, it had a lot of my friends in it, and another friend (Lauren Carlson) wrote it. That’s good enough for most people, and I hope you read it and got something out of the experience. I can’t let it go at that, however, so I’m going to respond briefly (you hope) to some of the ideas the article brought up.

Not so briefly, though, that I could just write, “They’re all totally on target. The end.” Smart they may be, but not so smart that I can’t have a variant opinion or two.

Context services and real-time customer intelligence are the first two topics in Lauren’s article, and that makes some sense; the two can go hand-in-hand in many cases. Think about it: If much of the context info is coming from mobile devices (as Ray Wang posits), and that information is processed immediately (as Esteban Kolsky hopes), it stands to reason that there’s an opportunity to use that intelligence to reach out to the customer at the point of engagement. Granted, a business that could take advantage of this would have a structure that I can’t picture, but it’s possible. What’s more likely is that these two technologies will give businesses a better sense of macro trends in the customer base over shorter stretches of time, and allow them to adjust campaigns on the fly for better immediacy (and better incremental sales).

Television as a customer engagement channel is next, with Brent Leary predicting a convergence of CRM tech and TV tech. I’m going to come down hard here, which shouldn’t be seen as a reflection on Brent’s wisdom; he’s very smart and a good friend, I just think he’s wrong here. I’ve been following HDTV since the late 1990s—before there was content for the expensive-as-a-new-car sets that existed then—and the same hope was expressed then as now. “Digital TV will free bandwidth for added content and two-way interactions,” they said. It has happened, in limited cases with limited success, but the idea has never really blossomed. The idea that TV can be a customer engagement channel is as old as TV itself—where do you think commercials came from? The fact is, nobody wants their TV time interrupted with sales pitches (Super Bowl ads notwithstanding). The “Is this ad relevant to you?” bar at the top of my Hulu window doesn’t seem to have any effect on what I’m shown, either. Now, if the engagement was something where the consumer could quickly and unobtrusively request information from an ad to be sent to a PC or mobile device, I could get behind that. It would answer the advertisers’ need to know if they’re having an effect, and give the consumer something of value without getting in the way of the show. Also, anything coming from a Nielsen report on usage trends is a bit suspect nowadays, if my February edition of Pint of View carries any weight. It should be up on CRM magazine’s site any moment now. EDIT: Here it is.

Virtual meetings, according to Denis Pombriant, will change the way people do business. I say they already have. We travel less, have more teleconferences and Webinars, and have tools that allow us to get more done in virtual meetings than in real ones. The technology will continue to advance—it will have to, especially if we run out of oil before the newer energy sources can take up the slack and nobody can travel—but all in all this is a safe prediction. I’d love to see what we have in five years’ time, but I hope I can still go to work in my PJs and slippers, as is my right as a self-employed kinda dude.

Unified communications (UC) also gets a mention, from Paul Greenberg no less. Like virtual meetings, I feel this is something that has already arrived, and will continue to grow. There is not only a place for it, but a real need—while I say UC has arrived, it isn’t nearly universal enough. If you don’t believe me, see how well an IVR hands you off to to a live agent sometime. A lot has been done here, and I am thankful for things like screen sharing in customer service, and the ability to engage in multiple channels, but more is better. (Paul is also found earlier in Lauren’s article discussing in-memory and distributed processing technologies like SAP-HANA and Hadoop, but I’m not knowledgeable enough about them to weigh in—yet.)

Gamification bats cleanup in the article, and Brian Solis gets the thankless task (except for where Lauren thanks him) of predicting what will happen with something that is still a buzzword fantasy for many people. I think gamification has the potential to fundamentally change the way businesses and customers interact, and can also have serious positive implications for the workplace itself. I have some thoughts on this that should be published soon, so I can’t expound on them here yet, but gamification is big. It’s not for every brand or every person, but it opens up possibilities that are as yet untapped. EDIT: Here’s a link to the article, by Ryan Zuk.

Of course, these are all just my opinions—and you know what they say about opinions. A difference of them makes a horse race. Wait, what did you think I meant?

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Oracle and RightNow get engaged

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The usual disclaimer: As I’m at RightNow Summit, you should know the company paid for my flight and accommodations. I am not being paid by RightNow for any comments or analysis I make. I’m also a bit tipsy at the moment, following a very nice dinner with awesome wine pairings. If the pink elephants make this entry less than it should be, I’ll fix it in the morning.

Vendor conferences usually are a good source for industry news, but this year’s RightNow Summit was host to a bombshell before it even started. Oracle announced its intent to acquire RightNow Technologies for $1.5 billion. The deal is far from final, and most of the RightNow employees were themselves still reacting to the news when guests were arriving. The press release is here; you can read news coverage here, and some sharp analysis here.

A lot has already been said on this topic, but I can’t let the opportunity pass me by–I’m at the conference, after all. The phrase on every observer’s lips is “culture clash,” and I must agree. But more than that, there’s a positioning clash as well. RightNow serves CRM from the contact center, putting it in an ideal position to help its users deliver solid customer experience. Oracle’s CRM products cover a wide range of possibilities, but (with some exceptions) its apps cater to the user before the customer. RightNow is a sensible investment for businesses all over the spectrum, from SMBs to massive enterprises; there are not many industry watchers who would recommend an Oracle deployment for anything smaller than a midsized enterprise that’s on a growth path. I’m not saying one is better; I’m saying they serve very different markets.

Oracle is a company that is very good at acquiring what it needs to build out its own solutions. I don’t doubt there’s a good reason for the acquisition, but I am not yet certain what it is. Clearly, Oracle wants the RightNow brand, not just the tech. I’ll be watching to see how this all plays out.

Whether the buyout goes through or not, RightNow is still moving forward. The Tuesday morning keynote, I’m told, will be a vision statement of how customer interaction will look 10 years from now. I’m not going to get any information about the Oracle deal, because any further statements by either company would be illegal, but I can tell the RightNow team is excited–guardedly optimistic, but excited. Greg Gianforte’s presentation will show why RightNow is a strong brand worth the trouble to acquire, and I think it can’t help but come out ahead.

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Customer experience, via Ciboodle

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[Disclaimer: Sword Ciboodle is a client of mine, and I'm posting this in response to a request from my liaison and friend Mitch Lieberman. While that's the motivation, the opinions in this post are my own, and I have editorial control.]

Customer experience is a term that covers a lot of ground. Some get into the meta-experience of being a customer in a world where businesses compete loudly and intrusively for attention. Others use it to describe the look and feel of a brand when customers interact with it—what it means and how it feels to be a customer of that company.

I’m on board with those, but I am an especial fan of a third idea (imagine that!) related more to the second than to the first. Customer experience in this case is what a customer must go through to be your customer. Practically speaking, what happens when they have a question or comment? How often do you expect them to want to hear from you, or to reach out to you? What do your customers say about you to each other? Most importantly, what do they want from the relationship?

The good people at Sword Ciboodle have turned out a white paper on the topic of Total Customer Experience. You can see the paper on their site at the previous link, or here on Customerthink. Not surprisingly, Ciboodle gets it right.

The paper leads with an important figure: 86 percent of consumers quit doing business with a company because of a bad customer experience, up from 59 percent four years ago. That’s taken from the Harris Interactive Customer Experience Impact Report, an important study that I and many of my colleagues refer to each year it comes out. Customers are getting more frustrated with companies’ attempts to get and hold their attention, and are less forgiving than ever.

Why, you may ask? The old standard from Cool Hand Luke: failure to communicate.Another telling figure, this one from the IBM 2010 Global CEO Study, is that 88 percent of CEOs said “Getting closer to customers” is their top priority for their business over the next five years. As the following chart from that study shows, this is probably a Bad Idea.

Customers and businesses are different animals. As much as we talk about community, co-creation of value, and relationships, the fact remains that there is a power imbalance. Customers hold all the power; they do not want you to get closer to them unless it is to give them what they want. And the bad-experience figure quoted above shows that customers are readier than ever to drop you like a wet hairball if you cross them.

The Ciboodle paper goes on to discuss how to allow for the disparity in customer and executive priorities—how to get closer by giving customers what they want, how they want it. I won’t spoil it for you—it’s twelve pages of good work, and I want you to read the whole thing, not just my opinion of it—but there are some key points to consider.

Be sure you know where your customers are and what they value;

Be sure that your infrastructure is in place and your fundamentals are sound; and

Be cautious of the shiny new objects which can distract you from youre core customer service focus.

The bit about shiny new objects is especially important. Of course the other two points are as well, because if you don’t know your customers and have the means to serve them, you’re in more trouble than a white paper can solve. But we have all fallen in love with the possibilities of social CRM, and what we can do with the technology that enables it. Those tools are a means to an end, not an end in themselves; if they don’t first answer the core need of serving customers, they have no place in your company. Integrating new tools with your existing CRM approach must be done in a way that doesn’t annoy your customers, or they won’t be your customers anymore.

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Get the Book!

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Hey, just a quick update to let you all know that a book I worked on is now available for preorder on Amazon. Dancing with Digital Natives: Staying in Step with the Generation That’s Transforming the Way Business Is Done has been a long time in coming, and I think I speak for all the authors and editors when I say how gratifying it is to see it in print.

My chapter deals, surprisingly enough, with social CRM and how business can use it to form close bonds with the digital customer, as well as how businesses are built upon social principles. There’s a load of good stuff from other contributors as well, so expect to learn from pages I’m not even responsible for. ^_^

Yes, I did just use a Japanese-style emoticon on my professional blog. I like them, and the regular ones screw up my formatting.

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Message Perspectives: RightNow Technologies

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[Disclosure: RightNow flew me out to its annual summit and paid for my meals and lodging. The following represents my informed opinion, provided without request by the organization or anybody else.]

There are a few really huge names in CRM, but sometimes it’s the not-quite-as-huge names you need to look out for. While it would be disingenuous to suggest RightNow Technologies is anything other than big, the company is often overshadowed in the media by certain others (I’m thinking of Salesforce.com) that are more adept at controlling the conversation. I’d like to evaluate the offerings and the messaging of RightNow, divorced as much as possible from comparison to its rival.

I’d really like to do that, but I’ve got to be honest—I’d probably have to give up the attempt at some point. While RightNow doesn’t define itself in terms of Salesforce.com, and its messaging places Salesforce as one of many competitors depending on the specifics of the engagement, Marc Benioff’s billion-dollar-plus concern is the first name most people think of when considering CRM in the cloud, socially enabled or otherwise. If there’s any company to compare to RightNow, it’s that one.

If time weren’t a factor, I’d delay this post until after Dreamforce—Salesforce.com’s annual convention—early this December, and put the two companies head-to-head the way I did with Sage and Nimble. Waiting six weeks or more isn’t a great plan either, and it would let my fresh thoughts go to waste in the interim. I want to be fair to both companies, so here’s my plan: I will tell you about RightNow as planned, and revisit the topic after Dreamforce to provide updated insight on Salesforce.com. Both teams get a turn at bat, and players on either one are welcomed to comment and argue.

RightNow comes from a contact center background, and it shows in its approach to CRM. The message is about customer experience as enabled by CRM; CEO Greg Gianforte says the company’s mission is “to rid the world of bad experiences.” He doesn’t shy away from the CRM moniker, though, as many other vendors have done. Customers spend most of their lifecycle in the hands of customer service (what a surprise!), so it seems natural to base a CRM effort there. I respect this approach, though the history of CRM is sales force automation (SFA), something that’s clearly in Salesforce.com’s DNA. If businesses exist to sell products and services to customers, SFA is what you want. If businesses exist to serve customers, then you start in the contact center with customer service and support.

I need to check my dates and figures to be sure, but I think Salesforce.com was the first company, at least in this group of two, to make social media part of its message. The AppExchange is a community-driven marketplace, there are Salesforce integrations with social media such as Facebook and Twitter, and much of the newer functionality of Salesforce CRM uses a social networking model for internal communications. RightNow followed soon after with CX Suite, which integrates social media with everyday customer-facing processes. The companies have similar capabilities if you pick the right modules and options, with RightNow providing more reporting depth but Salesforce having the edge in dashboard presentation.

That said, the two companies have a very different approach to integrating social CRM. Salesforce has, for a long time now, presented itself as a toolbox or model kit. If you want live integration with your customers on Facebook, there’s a module for that. Want to rank and discuss enterprise content? You can do it. And if it isn’t available as a core piece of Salesforce CRM, you can get it on the AppExchange. RightNow CX Suite is also a toolkit, but it assumes you want to get close to your customers from the outset. Where Salesforce says, “You can do this if you want,” RightNow asks “Why aren’t you doing this already?”

One of the places the difference between RightNow and many of its competitors is clear is their customers. Now, everybody has great customer success stories—if you can’t get that in the CRM industry, you won’t last long—but RightNow’s feel different, in a good way.

With Salesforce.com, and every other vendor for the most part, the customers we get to interview feel like they’ve been prepared. They all have bullet points to hit, and specific ROI results they want to mention. (Note: When a writer is planning a case study, these things are important, so it’s not like I dislike specifics. But in a general purpose interview, it’s not as necessary and can even be distracting.) In Salesforce.com’s case, it’s important to have this kind of preparation, as that company tends to announce a lot of new features and options multiple times before they’re generally available, and then there will be follow-up press releases to remind us that module X has been out for a while. If Salesforce doesn’t vet its reference customers, there’s a fair chance the interview will go off the rails because we’re talking about different things.

RigtNow’s customers aren’t prepped much, if at all, because RightNow doesn’t have a never-ending list of preannouncements. I spoke with two great RightNow customers at the recent summit, Kim Rundleof Organic Valley and Rich Brecht of J&P Cycles. In both cases, the conversation was as natural as if we’d just met at a networking event and decided to talk about CRM. Well, it felt kind of like that, but with way more enthusiasm. This is how it is whenever I talk to a RightNow customer; I had an informal chat over lunch with Boyd Beasley of Electronic Arts, and it was a very similar experience. Each representative had things they liked, frictions with some stakeholders, and hopes and plans for what to do with their RightNow system in the future, but it all felt natural.

This difference in RightNow’s and Salesforce.com’s approach to customers is indicative of deeper differences in how the two companies deal with messaging. I’m going to come right out and say that Salesforce.com controls the conversation when it comes to SaaS CRM. They announce constantly, keeping their initiatives fresh in our minds. The press releases are usually worded dynamically, so you won’t dismiss them right after you start reading. And Salesforce.com is at the stag where each announcement is for a discrete element of the overall solution, so you know what you’re getting.

By contrast, RightNow is very low-key about its announcements. Typically, there’s an announcement that something is in development, and the next time you hear about it is the GA press release. Whatever the new item is, it’s always presented as an update to the existing RightNow suite, since users of RightNow seem more likely to use the whole thing than the typical Salesforce mix-and-match approach. RightNow also has terrible luck with timing, because its announcements are usually either preceded or followed immediately by a piece from another vendor. It’s usually Salesforce, so I think that’s a matter of strategy and a loud voice combining to good effect. This means that the RightNow story—both the specific product-related one and the “company narrative”—can become lost if the journalist or analyst doesn’t stay focused on it. I’ve found it difficult to do, and I’m aware of the issue; others who aren’t as clued in have little hope.

That’s it for Part One. I’m looking forward to reacquainting myself with Salesforce.com’s side of the story this December.

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SAS and Sword Ciboodle Partner Up

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You may have already heard the announcement from June 3 about Sword Ciboodle using SAS Realtime Decision Manager (RDM) analytics in its new contact center application, Ciboodle One. If not, you have now. I’d have told you about it sooner, but I didn’t get the official briefing until today—I couldn’t share what I knew until then.

The curious can see Ted Hartley, chief channel officer for Sword Ciboodle, talk about the combined SAS RDM/Ciboodle One value proposition here.

According to Ted (he’s a friend, so I can use his first name), Ciboodle was approached by SAS about six months ago seeking a business application to support with its RDM technology. Around the same time, the Ciboodle boffins were thinking of how to create a more compelling experience in the contact center.  Faster than you can say “you got your chocolate in my peanut butter,” the two companies were coding up a system to use existing data to increase the comfort level of customers at the point of contact. Ted says it’s a continuation of the focus on voice of the customer, but now getting into the mind of the customer.

The result is likely to be a new high water mark in customer intelligence and frontline service. SAS is the first name in analytics, and Ciboodle has one of the sweetest CSR agent desktops I’ve seen. With SAS handling high-level intelligence and pushing the results to the Ciboodle desktop, agents can have a better sense than ever before of who they’re talking to. This means better routing, less repetition, and smarter cross-sell/upsell. Most importantly, the agent sees the customer’s history, recent activities, and attitudes so there is a basis for communication—it feels like a relationship, not just a transaction.

The SAS-powered Ciboodle One is rolled out in North America presently, but according to Ted the SAS salespeople in other regions are already calling to ask for the partnership to be extended further abroad.

There’s been a lot of maneuvering going on in the CRM space (as I noted at the tail end of this post), especially where business intelligence meets customer service and social CRM. There’s more to the story in development as you read this, so my lips are sealed until things become official. All I can say is this: The contact center is the natural home for social CRM, and a social engagement model that uses serious analytics is bound to make a difference if somebody can develop one. Stay tuned.

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Hey, Remember Me?

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Sorry for my recent absence—I wonder what it says about my personality that so many of my blogposts begin with an apology—but I’m mostly to blame. I’ve been doing plenty of writing lately, but I have been trying to coordinate my posts here with those on another site (since I’m guest-blogging for them and crossposting here). Their schedule has reduced the frequency with which I get page time, and I let my posting here follow suit.

You deserve better than this, O my loyal readers, so here’s one to chew on while I wait for my updates. To be honest, this is one of the posts I’ve already written, so it would have wound up here anyway. But blogs are useless when left to gather dust, and I owe you for finding my work interesting.

Getting Schooled in Social CRM

Good news from the world of academia shows me there’s hope for the future of business. There’s at least one MBA student who takes customer experience seriously. The evidence can be found on 1to1 Weekly, in a news article by Elizabeth Glagowski detailing Breanna Vanstrom’s paper on the subject.

It’s all fine and dandy for businesses to talk about social CRM as the Next Big Thing in the continuing effort to better serve customers—merely saying so puts a company in a positive light for at least a little while. But businesses are too often more about inertia than action; making a few superficial changes to CRM tactics is much easier than revising the entire CRM strategy, and achieves quicker results for shareholders. The customer often receives no long-term benefit. The phrase “business as usual” has negative connotations for a reason, y’see.

Knowing that the next generation of business managers is learning from the start that a business can’t truly succeed without serving and delighting the customer is heartening to me. Even putting aside the PR angle—the customer relationship marketing course that produced the paper is taught by Dr. Tom Lacki, a member of Peppers & Rogers Group’s 1to1 Faculty—this is a sign that the stereotypical soulless MBA is becoming a thing of the past. Good luck to Vanstrom and her classmates.

For a look at some companies that are delivering great customer experiences, take a look at this news piece by destinationCRM’s Lauren McKay about the leaders in this year’s Customer Experience Index from Forrester Research’s Bruce Temkin.

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Welcome to 2010. Brrrr.

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So, after a less-than-spectacular 2009, we’ve arrived in a new year. And it’s cold. Really cold.

Maybe it’s not that bad where you are, but in New York we have it frigid and windy. I happen to love cold weather, and even I find this to be a bit much. The window I’m sitting next to as I write this is not the best insulated, so a draft is pouring off of it onto my left arm. (I prefer to think of pouring drafts in a more delicious liquid format, but I’m not here to talk about my weakness for fine adult beverages.)

I can hear you wondering what, if anything, this has to do with the business of getting and keeping customers. I’m getting to that. It’s just taking me a while because my brain is impaired by the cold; my fingers aren’t doing much better. It’s cold enough that, were I outside, I’d be looking for a shop to go into just to warm up. As it is, I’m considering leaving my drafty apartment for just such an adventure. And there’s the tie-in.

Walk-in customers and their online equivalent represent a great opportunity to earn new business, but only if the customer experience you provide is up to the challenge. Anybody can turn up the heat, but turning casual browsers into new customers requires warmth. Making people feel welcome goes a long way toward getting them to see what you have to offer, and this applies whether you serve consumers or businesses, in a shop or on a Web site.

Most businesses aim to showoff value first, with announcements about the latest sales and best brands right in customers’ faces when they walk in the door. This can backfire, because it’s very off-putting. Shoppers who know what they’ve come for aren’t interested, and casual foot traffic gets the sense that they are prey for a sales pitch. “How can I help you” is much more welcoming than “what are you looking for,” wouldn’t you agree?

For brick and mortar shops, simple touches like having hot tea or coffee available in the winter—preferably free—and cold drinks in the summer can earn a favorable impression and a closer look. Williams-Sonoma often has free mulled cider in the winter, and remembering that is nearly enough to get me to go there now. Always allow (read: encourage) staff to engage walk-ins in non-sales related conversation as long as it isn’t taking away from something they need to be doing. Things like that go a long way.

Getting beyond specifics like hot drinks and warm conversation in retail stores, the general principle of welcoming applies to any business. If you can make your customers think kindly of you, they will always have you in mind. They will think of you as more than just a supplier of products—and they will spread the word about how pleasant it is to do business with you, even when they’re not actively buying.

Welcome to 2010

So, after a less-than-spectacular 2009, we’ve arrived in a new year. And it’s cold. Really cold.

Maybe it’s not that bad where you are, but in New York we have it frigid and windy. I happen to love cold weather, and even I find this to be a bit much. The window I’m sitting next to as I write this is not the best insulated, so a draft is pouring off of it onto my left arm. (I prefer to think of pouring drafts in a more delicious liquid format, but I’m not here to talk about my weakness for fine adult beverages.)

I can hear you wondering what, if anything, this has to do with the business of getting and keeping customers. I’m getting to that. It’s just taking me a while because my brain is impaired by the cold; my fingers aren’t doing much better. It’s cold enough that, were I outside, I’d be looking for a shop to go into just to warm up. As it is, I’m considering leaving my drafty apartment for just such an adventure. And there’s the tie-in.

Walk-in customers and their online equivalent represent a great opportunity to earn new business, but only if the customer experience you provide is up to the challenge. Anybody can turn up the heat, but turning casual browsers into new customers requires warmth. Making people feel welcome goes a long way toward getting them to see what you have to offer, and this applies whether you serve consumers or businesses, in a shop or on a Web site.

Most businesses aim to showoff value first, with announcements about the latest sales and best brands right in customers’ faces when they walk in the door. This can backfire, because it’s very off-putting. Shoppers who know what they’ve come for aren’t interested, and casual foot traffic gets the sense that they are prey for a sales pitch. “How can I help you” is much more welcoming than “what are you looking for,” wouldn’t you agree?

For brick and mortar shops, simple touches like having hot tea or coffee available in the winter—preferably free—and cold drinks in the summer can earn a favorable impression and a closer look. Williams-Sonoma often has free mulled cider in the winter, and remembering that is nearly enough to get me to go there now. Always allow (read: encourage) staff to engage walk-ins in non-sales related conversation as long as it isn’t taking away from something they need to be doing. Things like that go a long way.

Getting beyond specifics like hot drinks and warm conversation in retail stores, the general principle of welcoming applies to any business. If you can make your customers think kindly of you, they will always have you in mind. They will think of you as more than just a supplier of products—and they will spread the word about how pleasant it is to do business with you, even when they’re not actively buying.

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It’s Beginning to Look a Lot Like Icky

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Here in the Northeast (New York to be precise) we’ve just had our first big winter storm. It wasn’t as bad as predictions threatened, but it’s still made a mess of things. Ice and snow are now part of our daily lives, along with puddles of slush and people who seem to forget (or to never have learned) how to drive, walk, or operate a thermostat when the weather turns ugly.

As with most big cities, we rely heavily on public services, and even more so when it’s time to dig out from under a snow storm. Unfortunately, those services are among the last strongholds of people who don’t know how to listen to or care about customers. Make no mistake: Citizens are customers of their municipalities, and we’re not always served appropriately.

To be fair, bad weather makes life harder for everybody, including plow drivers and the transit workers who keep the subway stations free of ice. We’re also short on funds to pay for emergency crews. Still, I’ve been noticing an attitude of “I don’t care” this year, and because of the situation it’s hard to provide feedback in a timely and effective manner.

Some of our subways stops are above ground (crazy, isn’t it?) so they receive a heavier load of snow and ice. The steps leading up to the platforms are metal clad, which makes them incredibly slippery when wet. In my travels these past few days I’ve seen a number of stairwells at busy and not-so-busy stops that haven’t been shoveled, swept, salted, or even sanded. Slippery stairs plus impatient people plus city property equals hundreds of potential personal injury claims against a town that can’t really afford to pay. But nobody’s saying a thing, because if we’re using those stairs then we’re on the way to or from someplace, and it’s too cold and miserable to stop.

Yesterday afternoon I watched a snow plow try to make a right turn while a woman pushing a stroller was trying to cross the street. The plow (which had to start from a dead stop) essentially chased the woman out into the middle of the intersection in order to make the turn. But nobody said anything, because it’s cold, and everybody’s on the way to someplace else, and there isn’t a good way to chase down a snow plow on foot.

In both cases, and many more, the incidents get pushed to the back of one’s mind after a while because there’s something else to think about, and no lasting proof, and ultimately nothing gets done. But it doesn’t have to be that way.

If you’ve been keeping up on this whole social CRM thing, you’ll have seen the powerful effect that a photo or a short video can have in motivating corrective behavior when a company screws up. We need to remember that city services are a business, and we’re its customers, and we should hold the city to the same standards of responsibility with the same threat of ridicule. We’ve all got cameras on our mobile phones nowadays (at least many of us do, and the rest are expecting one this Hanukkah-Christmas-Kwanzaa-Solstice-Festivus). So just do what you’d do if your local big box merchant drops the ball on safety and service: Take picture, shoot a video, get it online ASAP. Tweet the incident to your friends and family. Blog about it. Be responsible customers, so that the city can be a responsible entity—or be held responsible.

I’m not advocating playing gotcha with city governments. We’re already far too prone to try and squeeze money out of government in this overly litigious society of ours. This is not about blackmail. This is about making those who watch out for us do what’s right.

Other than that, things are pretty good, and I hope all of you can say the same. Have a happy, healthy, safe holiday (whichever one it is for you), and try not to get too stressed out.

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Black Friday, Cyber Monday, and Digital Musings

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My latest guest post for Sage SalesLogix is up at their community site. You can see all the glory there (Sage deserves the traffic), or you can read it here, after the jump and some comments I’m about to make which are not related to that.

At this moment I am busily finishing up the chapter I’m writing for a joint-effort book about so-called Digital Natives, those people who never knew a world without cellphones, Internet, and other technological marvels of the modern age. (I don’t know what the title is yet, or I’d point you to a preorder link.) It’s been more difficult than I expected, because I’ve had to do a lot of relearning about how things are different with that mindset.

I’m not technically a digital native, but I was naturalized at a fairly young age (hey, that’s a good line; I think I’ll use it) because of my nerdy youth and the degree to which the school system and my parents catered to it. Still, I remember when every phone was attached to a wall or sitting on a table, except for pay phones on the street (which people actually used). I remember when high-tech home electronics included the Atari 2600 and the microwave oven, and cable TV remote controls were switch boxes hardwired to the cable box.

More importantly, I remember what customer experience was like before the data revolution, and even for some time afterward. Having this perspective is good for my work, but it also makes it a challenge.

The lesson was reinforced this afternoon at a visit with my doctor. I needed to renew a fistful of prescriptions, and she offhandedly suggested I could save some copay money and get a little extra convenience by using my insurance’s mail service. I know plenty of people who use such a program, but it had just never occurred to me. It’s so natural for me to take my paper scripts to the local pharmacy, wait (or leave and come back), and interact with the pharmacist directly, that I don’t think to do it any other way. I still haven’t decided which way to go this time. It’s not an issue of the digital age, at least not directly, but it reminded me of just how much we’re conditioned by what has become habit.

Anyway, enough of that. Here’s the Sage guest blog I promised:

I hope you’ve all had a good couple of weeks since Sage Summit. This was the first week back in my home and office since starting my guest blog for Sage just beforehand, and already it’s after Thanksgiving. That means we’ve just been through Black Friday and you’re likely reading this on its younger sibling Cyber Monday.

I’ve always been confused by Black Friday; so much importance is placed on one day that it could be its own holiday. Apparently, Black Friday is the Groundhog Day of retail, as one can predict the success or failure of the holiday shopping season by looking at the results. Retailers sweeten the pot by launching progressively larger discounts and special promotions that day, after teasing us with Christmas advertising starting sometime in mid-September.

I don’t see how it works. Sane individuals should avoid Black Friday like the Black Plague. Named after the chaos surrounding the U.S. stock market crash in 1929, Black Friday references the current shopping day’s murderously hectic pace and impossible crowds. Between that and the post-Thanksgiving food hangover, I don’t want to be within three miles of a shopping mall. Most years, I don’t even leave my home.

In terms of customer experience, Black Friday should be the disaster it sounds like, but shoppers keep on showing up and the lines grow ever longer. Maybe there’s something about walking into a retail war zone that stimulates our primitive hunter-gatherer instincts (hunting for deals and gathering merchandise). Or maybe it’s that the experience of fighting through crowds is what we’ve come to expect—it’s not a bad experience if it’s the one you’re planning on. An easy shopping day might be unsatisfying for such people.

Which brings us to Cyber Monday, the e-commerce equivalent to Black Friday. Unlike Black Friday, though, Cyber Monday is mostly fictional. (Economists will disagree with me, but I can handle that.) There are reasons to shop early if you’re doing it in person, because it’s hard to predict how and when shops will restock. (There might also be some gamesmanship in betting more shoppers will be like me and stay home.) There is no similar incentive to shopping online on any particular day. As long as you place your orders 10 days before Christmas, the items are pretty much guaranteed to arrive in time. No fuss, no muss, no risk of car accidents or brawls over the last Malibu Stacy Beach Bungalow in the store.

Some of you are retailers, but just about all of you work for a business that sells something, complete with sales incentives and projections. How are you managing your customers’ expectations of dealing with you? Are you subjecting them to a stressful Black Friday experience when you engage with them? Do they feel no urgency to close the deal, a la Cyber Monday? Or are you providing them with an easy, pleasant sales process that keeps them coming back no matter the time of year?

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