Digitally Irresistible

On the Digitally Irresistible podcast, we cover the optimization of digital technologies and irresistible people that influence both employee and customer experiences. We feature professionals who are passionate about delivering a great customer experience. Brought to you by iQor and hosted by Bernie Borges, Vice President of Global Content Marketing.

The Third Wave of CX Leverages GenAI and Human Expertise 08/13/2024

The Third Wave of CX Leverages GenAI and Human Expertise A Veteran in Customer Experience Innovation We welcome Mark Honeycutt to this week’s episode of the . Mark has enjoyed a distinguished career, marked by significant contributions to the fields of , , and service. With over 25 years of experience, he has built a solid reputation for creating exceptional customer experiences at iconic brands such as Amazon and Microsoft. Mark has been involved in three major waves of evolution. In the late 1990s and early 2000s, he was at the forefront of leveraging third-party companies, known as , to deliver customer experience solutions. Following this, he played a pivotal role during the offshoring wave, where customer care operations were relocated to different parts of the world to optimize costs and efficiency. In this episode, we delve into Mark's expertise and explore the best practices for integrating automation in customer support to enhance the overall customer experience. Join us as we uncover the dynamics of this third wave with one of its most seasoned pioneers. Embracing the Third Wave of Customer Care and the Impact of Generative AI and Conversational Technologies Mark identifies the current era as the driven by advancements in and enhanced conversational capabilities. This wave marks a significant shift toward a “tech first” engagement approach, revolutionizing how companies interact with their customers. As technology continues to evolve, it brings both opportunities and challenges, requiring a strategic balance between . Despite these technological advancements, one fundamental aspect remains constant: customer expectations. Customers still prioritize having their issues resolved quickly and efficiently while being treated with respect. This unchanging need underscores the importance of designing customer care solutions that meet these timeless expectations, regardless of the technological tools employed. Leveraging Technology for Better Customer Engagement The introduction of generative AI and advanced workflows enables two primary approaches: . Bots aim to handle customer engagements entirely through automation, providing swift and consistent responses. On the other hand, focuses on reducing the cognitive load on human agents, improving their efficiency and compliance during customer interactions. This hybrid approach augments operational efficiency and ensures complex issues are seamlessly transitioned to human agents when necessary. Rethinking customer engagement with a technology-first approach involves meticulous planning and workflow design. Key considerations include determining when to involve human agents and which technologies to implement. Companies must strike a balance between , minimizing customer friction while maximizing the benefits of both bots and human agents. Measuring customer satisfaction across these different touchpoints is crucial to refining and optimizing the customer experience. While technology will play a more direct role in customer interactions, human agents will continue to be an integral part of the equation. , agents will be better equipped to handle complex issues, offering a higher quality of service. The integration of AI in every customer contact is imminent, making it essential for companies to plan and implement these technologies thoughtfully. Characterized by the integration of generative AI and advanced , the third wave of customer care presents exciting opportunities for enhancing customer engagement. By thoughtfully implementing these technologies and maintaining a focus on core customer expectations, companies can navigate this transformation effectively. Aligning Metrics and Strengthening Customer Satisfaction With Technology-First Approaches One of the key themes Mark emphasizes is the importance of maintaining consistency in metrics between technology solutions and support. While the terminology may differ, the core objectives remain the same: ensuring a workflow and unified measurement system across both types of interactions. Issue resolution from the customer's perspective is paramount. A common mistake some companies make is relying too heavily on customer behavior metrics as their primary customer satisfaction (CSAT) measure, which can leave blind spots. Instead, a straightforward approach should be maintained: whether the care is provided through a bot or a live agent, the primary goal is to resolve the customer's issue quickly and efficiently. Key Metrics for Agent Assist Tools When implementing AI-driven support systems, several metrics are crucial for assessing their impact on agent performance and overall operational efficiency: · This metric measures the speed at which new agents reach a competent level of performance. By tracking how quickly agents become proficient, organizations can determine the effectiveness of their and the support provided by AI tools. · Average Handle Time (AHT): AHT is a standard metric in customer service, representing the average duration an agent spends on a single interaction. AI-driven assist tools aim to by providing agents with timely information and suggested responses, thus enabling quicker resolution of customer queries. · Dispersion of Handle Time: Another essential aspect to monitor is the dispersion of handle time, which refers to the variation in handle times among agents. Reducing this dispersion indicates that the performance gap between the best and worst-performing agents is narrowing, suggesting that AI tools are helping to standardize and elevate agent performance across the board. With a technology-first approach, additional metrics need to be incorporated to reflect the nuances of automated interactions. These metrics, while using new terms, mirror traditional agent-assisted measures: · Containment Rates: Equivalent to first contact resolution (FCR), indicating the percentage of engagements fully handled by bots without requiring agent intervention. · Fallout Rates: Similar to call abandon rates, reflecting instances where customers drop out of the workflow. · Time in the Bot: Corresponds to the level-of-effort metric, measuring the duration and ease of customer interactions with the bot. While is less critical in pure automation scenarios, it also remains an essential metric for agent-assisted interactions. Tools such as agent scripting technology and nudging cues play a significant role in helping agents manage multiple engagements simultaneously, thereby enhancing efficiency and customer experience. By closely monitoring these metrics, organizations can gauge the effectiveness of these tools and make data-driven decisions to further optimize their customer service strategies. Balancing Voice and Text in Multi-Channel Customer Engagement A significant aspect of modern customer care is the shift toward multi-channel and engagement. Customer interactions now span multiple channels, such as , voice calls, , or email. Effective customer service strategies must seamlessly integrate these channels to ensure a cohesive experience. Customer Preference and Flexibility A key aspect of successful customer engagement is allowing customers to choose their . While companies can guide customers toward certain channels, it is essential to meet customers where they are most comfortable. Flexibility in engagement methods fosters a positive customer experience and reinforces the customer's sense of control and satisfaction. Integrating Voice and Text in Automation Strategies Despite the rise of digital communication channels, voice remains the for customer contact. However, implementing voice automation comes with unique challenges compared to text-based solutions. Voice interactions can be complicated by factors such as dialect variations, background noise, and line quality issues. These challenges require sophisticated technology and careful planning to ensure that delivers a reliable and effective customer experience. This is why it is crucial to include both voice and text options. For instance, a customer might start with a phone call and receive follow-up communications via SMS or email. Ensuring that both voice and text interactions are effectively managed and integrated into the overall customer service strategy is essential for a holistic approach to customer engagement. Navigating the Challenges of Integrating Technology in Customer Service Operations Mark identifies a significant challenge in the current wave of customer care: the need to effectively integrate advanced technologies with traditional customer service operations. Operations leaders are experts in managing customer experiences and executing call center operations. They excel in engaging with agents to deliver outstanding customer service. The rapid advancement of technology, exemplified by innovations like ChatGPT, has introduced new complexities that require a strong collaboration with the technology side. Understanding and Addressing Technology Deficits Operations leaders know what they want to achieve and have a clear vision of how to implement these changes within their business. In-house technology teams are typically overwhelmed with existing projects and demands, ranging from outdated code and security requirements to with federal regulations. These constraints create a tech deficit, where the timelines for implementing new technologies are tight and often challenging to meet. Collaboration for Successful Integration Successful integration of new technologies into customer service operations necessitates close collaboration between operations and technology teams. This collaboration involves: · Clear Communication: Ensuring that both sides understand the goals and requirements of new technologies. · Prioritization: Aligning technology projects with business priorities to manage the tech deficit effectively. · Resource Management: Allocating the necessary resources to address both existing tech demands and the implementation of new solutions. · : Encouraging ongoing education and adaptation to keep pace with technological advancements. Fostering strong collaboration and addressing the tech deficit allows companies to effectively integrate advanced solutions into their customer care operations. This approach ensures that technological advancements enhance the delivery of exceptional customer experiences. A Three-Step Approach to Implementing Automation in CX Step 1: Analytics The first step in implementing is a thorough analysis of current operations. This involves understanding what has traditionally been done by human agents and identifying the major contact drivers. Mark emphasizes the need to dissect and analyze high-level workflows that agents typically handle. The analytics phase requires breaking down these workflows into detailed steps to identify various elements that need to be automated. This foundational step sets the stage for effective automation by ensuring that all critical aspects of customer interactions are accounted for. Step 2: Development and Testing Once the analytics phase is complete, the next step involves developing and testing the automation solutions. This phase is critical as it transforms the insights gained from analytics into actionable plans and functional systems. In the development stage, teams create a detailed roadmap and development plan. This includes designing the automation workflows and programming the necessary components. Thorough testing follows, ensuring that the automated systems function correctly and meet the desired objectives before they are publicly deployed. Step 3: Post-Deployment Measurement and Efficiency The final step in the automation implementation process is post-deployment measurement and evaluation. This phase focuses on assessing the effectiveness and efficiency of the deployed automation solutions. Once the workflows and automation are live, measure their performance against predefined metrics. This includes evaluating customer fallout rates, understanding why customers abandon bots, and deciding whether to enhance the existing workflows or move on to new contact drivers. The goal is to ensure that the automation achieves its intended outcomes and continuously improves over time. A key consideration in this process is maintaining consistent metrics across both automated and agent-assisted interactions. Using the same customer satisfaction and success measurements for both automation and human agents helps gain true insights into the effectiveness of the customer service operations. Practical Examples of Leveraging Automation for Cost-Effective Issue Resolution Utilizing Interaction Analytics for Quality Assurance and Customer Insights Mark shares a practical example of how customer care leaders can effectively deploy automation to drive cost-effective issue resolution, emphasizing the importance of . In one of his larger operations, Mark leveraged this for both quality assurance (QA) and voice of the customer (VoC) insights. With a large offshore population, one of the significant challenges was language skills and understandability. By implementing interaction analytics, the company could evaluate tens of thousands of contacts daily and identify representative insights and coaching opportunities in near real-time. Furthermore, helped in understanding customer reactions to controversial company policies. Instead of relying on filtered reports, agents could directly listen to customer comments, providing unvarnished insights that informed policy adjustments and improved customer relations. Interaction analytics play a pivotal role in capturing and analyzing customer interactions. These analytics help in understanding customer sentiments, identifying common issues, and ensuring that both and live agent interactions meet the desired service standards. Using Metadata to Reduce Churn and Prevent Fraud Mark provides another example in the context of membership or , highlighting the proactive capabilities of automation. One of the biggest indicators of churn is customer engagement with the service. By analyzing metadata on service usage, companies can create nudges to encourage engagement before a customer decides to cancel their subscription. Mark explains that if usage data indicates a customer is not engaging with the service, automated nudges, such as order status updates, can be sent to re-engage them. This proactive approach can significantly and improve retention. In product-based services, automation extends beyond simple order status updates. Mark illustrates how bots manage complex scenarios like late or lost shipments. A bot informs customers about their order status and, if an issue arises, handles it seamlessly. For example, if a product is delayed, especially with expedited shipping, the bot offers concessions, refunds, or replacements based on predefined policies. This comprehensive workflow ensures customer satisfaction even in problematic situations. Metadata is also used to identify potential risks, such as unexpected locations for customer calls, by analyzing call data and comparing it to expected patterns. In , for instance, automation leverages metadata to enhance security and fraud detection. Automation flags these issues for further investigation, providing a more secure experience for customers. Steps for Brands to Start or Expand Automation in Customer Support A well-thought-out approach can save significant time and effort in the long run. Critical considerations during the planning phase include: 1. Transparency: Decide whether to inform customers that they are interacting with a bot. 2. Engagement Duration: Determine how long customers should interact with the bot before being transferred to a human agent. Once the resource needs are identified, brands must decide how to allocate them effectively. Mark suggests three primary options: 1. Reallocate Existing Resources: Shift staff from lower-priority projects to focus on automation. 2. Request Incremental Resources: Advocate for additional resources to support the automation efforts. 3. Utilize Third-Party Solutions: Engage BPOs, IT, or consulting organizations to advance the automation roadmap. Mark shares a real-world example from his experience with a large seasonal business, which required doubling the staff during . The challenge was the lack of a training environment, which was crucial for preparing seasonal staff. The company built this environment using the six most common transactions. This approach allowed the seasonal staff to practice without the anxiety of live customer interactions, resulting in a 30% improvement in velocity to proficiency. Starting or expanding the use of automation in customer support involves strategic planning, resource allocation, and leveraging third-party solutions when necessary. Taking a planful approach and addressing key considerations upfront allows brands to integrate automation effectively, leading to improved customer experiences and operational efficiencies. What Mark Does for Fun Mark is a dedicated college football and Major League Baseball fan. In the fall, you can find him tailgating at Husky Stadium in Seattle with his family. He also loves traveling in his RV, combining his passion for sports with the freedom of the open road. Mark also works out to stay energized and focused. To learn more about Mark, connect with him on . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/32561697

How iQor India Shapes Global CX Success 07/11/2024

How iQor India Shapes Global CX Success Unveiling iQor India's Strategic Leadership in CX Innovation In this episode of the podcast, we are joined by Maneet Sehgal and Manish Parikh, leaders at iQor India who bring a wealth of expertise in operations and financial services. With over two decades of experience, including 15 years at iQor, Maneet has overseen significant advancements in iQor’s business process outsourcing (BPO) operations and possesses a strong background in technology. Manish's robust background in spans 16 years at iQor, and he has played an essential role in implementing commercial strategies across global markets for iQor’s clients. Maneet's journey from the sector to becoming the senior director and country lead for iQor India reflects her deep-rooted commitment to innovation and strategic leadership. Similarly, Manish's extensive experience in financial services helps contribute to iQor's diverse service offerings and global client engagements. Together, they offer profound insights into iQor India's strategic initiatives, its pivotal role in the BPO industry, and its commitment to delivering unparalleled (CX) solutions worldwide. Join us as we explore their accomplishments and their vision for iQor India's future growth as well as its impact on the evolving landscape of CX. A Pillar in the BPO Industry As a pioneer in the BPO industry, India has set the stage for global outsourcing, with iQor standing at the forefront and developing partnerships with an impressive client roster for various . Established in , iQor India's journey spans 20 years of continuous evolution and growth, marked by iQor's commitment to delivering exceptional customer service and operational excellence. iQor India's service portfolio is expansive and diverse, catering to a wide array of clients across industries, including , , and technology, among others. Our services range from traditional and to advanced back office functions like and . From foundational customer care solutions to cutting-edge such as , iQor India’s tenured staff exemplifies versatility and innovation in meeting modern business challenges. Moreover, the implementation of specialized services like cash management, application chargebacks, and a range of other finance and accounting processes underscores iQor's strategic commitment to improving efficiency and optimizing client operations. This comprehensive suite of services positions iQor India as a strategic partner for global enterprises seeking to streamline operations and elevate customer experience standards. [iQor’s specialists identified areas of improvement for a telecom client, including streamlining time-consuming tasks and centralizing operations, resulting in the elimination of $30 million lockbox unallocated payments, a 99.9% reduction.] Growing to Meet Increasing Demand for CX Excellence With over two decades of performance-driven managed services in Noida, iQor India has established itself as a cornerstone of the company's global operations. Less than three hours away from India’s capital of , Noida is a convenient and bustling hub of talent and technology. The strategic placement of iQor India in Noida within the Delhi National Capital Region (NCR) benefits from the government's ongoing infrastructure growth and ensures seamless collaboration with our other locations. This synergy allows us to offer a wide range of services, including non-voice and back office solutions, and provide our clients with unmatched customer experiences. After achieving notable success in serving clients worldwide, iQor India is focused on expanding its operations ambitiously and continuously driving delightful customer experiences. Currently, iQor is making significant investments in its Noida location to strengthen its operational capabilities. By Q3 2024, iQor India will double its office space, reflecting its commitment to accommodating growing client demands and expanding its service offerings. Maneet shares exciting plans for the facility, highlighting its campus-style design and corporate office environment. Situated amidst modern amenities such as food courts and gymnasiums, the new office promises to foster a vibrant and productive workplace for employees while boosting operational efficiency to better serve our global clientele across multiple industries. iQor India collaborates closely with other iQor locations worldwide, ensuring seamless integration and augmented service capabilities globally. iQor India services some of iQor's key clients across global facilities — such as Trinidad, Colombia, the Philippines, and the U.S. — and plays a critical role the in delivery of iQor's shared services. iQor India hosts one of the largest teams handling iQor's global finance operations and is a significant hub for technology services. In a material way, iQor India serves iQor as “its own customer” internally. “At iQor India, we have a talent pool of close to 1,500 brilliant iQorians. One of the key factors that has contributed to India's success is the availability of a large pool of highly educated and technically skilled workers.” - Maneet Sehgal iQor India's Strategic Advantages and Future Outlook in the Global BPO Landscape iQor India's success story is underpinned by several critical factors that have contributed to its prominence in the global BPO landscape. A highly skilled and educated workforce has been instrumental, leveraging India's robust education system to provide specialized services across various domains. The country's competitive labor costs further strengthen its attractiveness as a strategic outsourcing destination, offering significant cost advantages to clients worldwide. Moreover, iQor India benefits from supportive governmental policies and a stable political environment, fostering a conducive business climate. Tax incentives and infrastructure developments have further bolstered its operational efficiency and scalability, enabling iQor India to consistently meet and exceed client expectations. Operations in iQor India enjoy maximum uptime with minimal weather-related events, ensuring consistent service delivery and operational stability. As the world becomes more connected, the demand for is expected to increase. India is well positioned to meet this demand with its skilled workforce, cost competitiveness, and English language proficiency. Looking ahead, iQor India is poised for continued growth and innovation in the global CX arena. As businesses increasingly prioritize seamless customer interactions and personalized services, iQor India stands at the forefront, leveraging its longstanding expertise to deliver exceptional CX solutions. iQor’s commitment to expanding its service offerings and increasing operational capabilities reflects its proactive approach to meeting evolving market demands. Stay tuned as we continue to report on iQor India's ongoing evolution and its pivotal role in shaping the future of CX solutions globally! To learn more about and , connect with them on LinkedIn. Watch the video . Read the blog post . Visit iQor's capabilities page . /episode/index/show/digitally-irresistible-podcast/id/32096522

Gain Competitive Edge in AI Through Data Annotation and Labeling 06/20/2024

Gain Competitive Edge in AI Through Data Annotation and Labeling Unveiling Accelerated Business Success by Unlocking AI Potential We welcome Joe Buggy to this week’s episode of the . As an innovative executive leader with a rich background in operations, business development, and finance, with specialization in the BPO sector, Joe is renowned for his strategic insights. Growing up as the son of an Air Force family with Irish-Italian heritage, Joe developed a keen eye for detail and a knack for problem solving. Leveraging his deep expertise in trust and safety and content management, Joe has led the charge on multiple transformative endeavors for business process outsourcing (BPO) companies, propelling growth and performance within these customer-centric enterprises. In this episode, we delve into the world of and its impact on the business world. Exploring Content Management and Data Annotation To provide context, we first explore the realm of content management—a cornerstone of brand representation and engagement in the digital age. Joe explains how content management encompasses everything from digital presence to product portrayal, emphasizing its pivotal role in shaping brand perception and customer experience. He explains that labeling involves assigning simple tags to unstructured data, such as images or text, to facilitate understanding of algorithms. Joe gives an example of a cat image, where the label "cat" informs the system about the content, demonstrating that this process extends to all forms of data. Annotation, however, adds layers of context, enabling more nuanced interpretation and data utilization for sentiments, uses, or directions. In video analysis, annotations like "suspicious behavior" help AI detect and respond to specific events. Overall, labeling and annotation are essential for transforming raw data into structured information that AI can effectively understand and utilize across various applications. The Intersection of Annotation, Industry Applications, and Deliberate Partnerships in AI Development In our deep dive into the realm of AI development, Joe further illuminates the pivotal role of annotation and labeling. He how these foundational processes serve as the bedrock for training AI models, elevating their accuracy and contextual understanding to unprecedented levels. Joe underscores the importance of structured data in this process, emphasizing how it enables AI algorithms to glean meaningful insights and make more accurate predictions that drive successful outcomes for brands As we cross the landscape of data annotation and labeling, Joe provides a panoramic view of their diverse applications spanning numerous sectors. From the dynamic realms of , where AI powers telemedicine and aids in drug development, to the bustling domains of , where every retailer strives for a seamless Joe explains how AI-driven solutions create transformative changes. In health care, AI models assist in diagnosing medical problems and understanding drug interactions by relying on meticulously labeled data. Similarly, in retail, AI improves customer experiences by allowing users to clothing or eyeglasses tailored to their body style or face shape. These algorithms continuously learn from user preferences, suggesting products that align with individual tastes, akin to the industry's use of AI for autonomous vehicles and predictive maintenance. Across digitally native industries, , consumer products, and , AI's integration optimizes operations, predicts market trends, and fosters brand acceptance through and personalized recommendations. Given the scale and complexity inherent in data annotation, Joe describes the importance of forging partnerships with BPO organizations. Joe highlights how these collaborations empower brands to navigate the intricate landscape of AI development with confidence and agility. By tapping into BPOs' depth of knowledge in annotating and labeling data—whether through , , , or —brands can ensure high-quality data preparation crucial for computer vision, , and audio processing applications. BPOs excel by them rigorously in specialized systems and processes. Moreover, these partnerships enable continuous improvement through robust quality monitoring, feedback mechanisms, and coaching to drive new goals and introduce optimized processes. Through strategic collaborations, Joe envisions a future where innovation knows no bounds and the transformative potential of AI is fully unleashed to shape a brighter tomorrow. With support from BPOs, organizations can confidently build and execute their AI strategies with the scalability, quality, and security needed for success. Navigating Security, Privacy, and Brand Considerations in AI Initiatives In our exploration of AI initiatives, Joe delves into the critical aspects of and privacy. Addressing pertinent concerns surrounding the handling of consumer and proprietary data, Joe emphasizes the need for robust measures to and the importance of implementing stringent protocols and cutting-edge technologies to ensure compliance with regulatory standards and instill trust among stakeholders. By prioritizing security and privacy in AI-driven initiatives, organizations can mitigate risks and uphold the integrity of their data assets, paving the way for sustainable growth and innovation in the . With significant experience in navigating the complexities of AI implementation, Joe’s valuable insights highlight key considerations that can shape the success of brands seeking to harness the full potential of AI. He points out the significance of aligning AI strategies with and , ensuring a cohesive approach driving business objectives. Identifying gaps in expertise and resources and forming tactical partnerships with trusted providers can help augment a company’s capabilities and ensure seamless execution of services. Adopting a holistic approach and leveraging the expertise of external partners enables brands to unlock the full potential of AI technology, driving innovation and sustainable business growth in . "Identify where [your brand's] gaps are and if those gaps include meeting the speed, the scale, the different data types, and the security at a level of accuracy and consistency that the organization requires, I would look to partner with a trustworthy organization to address those gaps." - Joe Buggy What Joe Likes to Do for Fun When not working, Joe enjoys outdoor cooking and golf, highlighting the importance of work-life balance and sharing cherished moments with friends and family. To learn more about Joe, connect with him on . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/31809637

A Balanced Approach to CX Leadership With Head and Heart 05/23/2024

A Balanced Approach to CX Leadership With Head and Heart The Vital Role of Leadership in Customer Satisfaction We welcome Daniel Burks to this week’s episode of the . As a management professional with over two decades of experience in elevating customer experience and service excellence, Daniel brings a perspective on leadership that blends both intellectual and heartfelt elements to create exemplary leaders. As a U.S. Army veteran, Daniel recognizes the importance of acknowledging a team member’s achievements, a practice that fosters a collaborative environment where every member feels valued and driven to pursue collective objectives. His experience, whether in military operations, call center settings, or remote teams, has culminated in five key leadership pillars Tune in as Daniel explains these pillars, which he deems as essential for building an environment rich in communication, high morale, and meaningful recognition. The Influence of Personal Background on Professional Leadership Raised by Great Depression-era grandparents, Daniel says they significantly shaped his professional and personal life by instilling in him a sense of simplicity and kindness, which he has carried into his leadership style. This foundation of straightforward, compassionate interactions has been a guiding principle in his life and career, particularly in how he approaches leadership and in large organizations. He credits these values for teaching him how to treat people and manage customer interactions effectively. Prior to entering in 1999, Daniel served in the U.S. Army, where he noted the importance of recognizing his fellow soldiers’ achievements without delay. He learned a simple strategy for offering recognition successfully. 1. Recognize in a timely manner. The sooner you acknowledge someone, the more impactful and meaningful your interaction will be. 2. Recognize specifically and publicly. When pointing out a noteworthy moment in an individual’s performance, mention exactly what someone achieved in front of their peers so they have the opportunity to shine. This also inspires others to adopt good habits. Drawing on the influence from his grandparents and his military experience, Daniel carried these lessons of discipline and empathy into his future leadership roles. The Impact of Mentorship and the Pursuit of Leadership Excellence in Retail CX From his early days in the , Daniel’s journey was greatly influenced by the exceptional leaders and mentors he had the privilege to work under. These were pivotal in recognizing his potential. They invested time to help Daniel refine his skills by providing honest feedback when needed, which was aimed at guiding him toward success and personal and professional development. This foundational support fostered Daniel's growth and instilled in him the value of . As Daniel progressed in retail CX, he observed that his true passion lay in more than managing teams or processes efficiently—he enjoyed lighting the spark of leadership in others. The joy and fulfillment he found in seeing managers, especially those early in their roles or those facing challenges, develop and succeed under his guidance became his driving force. He devoted himself to empowering these managers, helping them bridge knowledge gaps and improve their ability to lead effectively. Daniel believes this commitment to nurturing leadership skills among managers is crucial in any business environment. Such devotion significantly impacts how teams perform and, more importantly, how customers experience services. By focusing on developing strong, capable leaders, Daniel has contributed to creating cultures where continuous improvement is valued and customer service excellence is a natural outcome. This approach enriches team dynamics and elevates the overall customer experience, making it a strategic priority for any organization aiming for long-term success. The Evolution From Manager to CX Leader Throughout his career, Daniel experienced a pivotal shift from managing teams directly to leading managers. This transition involved moving away from day-to-day operations to focusing on developing leadership skills in others. It was in this phase that Daniel discovered his true passion for —boosting their ability to build and inspire their teams. He sheds light on a common challenge in the professional sphere: understanding the nuanced differences between managing and leading. According to Daniel, management primarily involves overseeing processes and achieving key performance indicators (KPIs) expected by an organization. Leadership, however, is fundamentally about guiding and nurturing people, requiring a different set of skills and approaches. Daniel believes that some organizations tend to promote individuals based on their current job performance, assuming these skills will naturally extend to managing teams. This practice can lead to what he describes as "." In many cases, while new managers excelled in their previous roles, some struggle as managers because they are unprepared for the demands of leadership that often require them to motivate and develop their teams rather than focus solely on their tasks. A particular issue Daniel identifies is that many managers do not fully understand what "winning" looks like beyond their personal accomplishments. Without a clear definition of success from a leadership perspective, managers may end up either adhering rigidly to existing protocols—which may not always be effective—or overextending themselves by attempting to perform multiple roles within the team. Daniel suggests managers take the time to reflect on their new roles and what these roles entail. Understanding and articulating what success looks like in their managerial capacity, both for themselves and for their teams, is essential. Translating organizational goals into a clear and inspiring vision for team members connects management and true leadership. Unpacking the Five Key Pillars of Leadership After exploring the common challenges that new managers often encounter, Daniel Burks developed a structured approach to overcome them and drive leadership effectiveness. He has distilled his extensive experience into five key pillars of leadership, each designed to address specific aspects of leadership and team development. These pillars serve as a fundamental framework for managers at all levels to cultivate the skills necessary for leading with confidence and integrity. 1. Defining and Communicating Expectations: Clear communication is crucial in leadership. Daniel stresses the importance of defining what success looks like and ensuring that these expectations are communicated clearly to the team. This clarity helps in setting a clear direction and creates accountability among team members. 2. Distinguishing Management from Leadership: Daniel makes an important distinction between managing processes and leading people. He explains that while management involves overseeing and optimizing processes, leadership requires connecting with people at a human level, inspiring and motivating them toward achieving shared goals. 3. Performance Management: Effective is about recognizing good performance and addressing areas where team members can improve. Daniel advocates for immediate and constructive feedback, which helps individuals realign with the team's goals and ensures consistent performance. 4. Training and Development: Continuous learning and development, like iQor’s approach for frontline agents, are key to maintaining a competitive edge. Daniel encourages creating a culture where team members feel comfortable admitting their shortcomings and seeking help, which fosters a supportive learning environment. 5. Morale and Recognition: Recognizing and celebrating achievements within the team can significantly boost morale and encourage a culture of performance excellence. Daniel highlights the importance of timely and specific that makes team members feel valued for their contributions, a practice that harkens back to his time in the U.S. Army. Harnessing Technology to Transform Customer Experience Having transitioned from an IT director to a leader in CX, Daniel brings a unique perspective on the transformative power of technology in the customer service industry. For many years, Daniel attended tech-heavy conferences and witnessed the evolving role of technology in CX. He noticed that while his organization was employing advanced tech stacks, such as and , the full potential of these technologies was not always clear to his team. To address this, Daniel clearly articulated the purpose and benefits of technological advancements. He describes technology as an "accelerator," a tool that boosts the capabilities of employees rather than replacing them. By doing so, he ensures that team members see technology as an ally in their efforts to deliver superior customer service. Moreover, Daniel points out the critical need for leaders to stay abreast of and their implications for the brand. He spends a significant portion of his time educating himself and his team about the latest developments, ensuring that everyone understands how these innovations can affect their ability to deliver excellent customer experience. This enables his team to maximize technology's potential to make their jobs more efficient and strengthen the overall customer experience. A commitment to clear communication and technological empowerment is reflective of Daniel’s broader leadership strategy, encapsulated in his five key pillars of leadership. Each pillar, ranging from defining clear expectations to nurturing morale and recognition, is imperative in a culture where technology and human ingenuity combine to foster outstanding customer experience. What Daniel Likes to Do for Fun Daniel is currently on a journey to grow pumpkins on his property that he plans to sell in the fall of 2024. He is dedicated to cultivating a successful pumpkin patch, studying germination, growth time, seasonal calendars, and planting zones to provide sufficient care. To learn more about Daniel, connect with him on . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/31425012

How iQor’s Qoncierge Program Connects Employee Advocacy and Customer Satisfaction 05/02/2024

How iQor’s Qoncierge Program Connects Employee Advocacy and Customer Satisfaction Creating Onboarding Experiences That Empower New Hires In this episode of iQor’s CX Labs John Mercer, director of continuous improvement at iQor, delves into iQor’s Qoncierge program, which is dedicated to welcoming newly hired frontline employees. In this role, he supports the Qoncierge team to make sure they have the training and tools to guide new employees so they are prepared to deliver consistently remarkable CX for our clients’ customers. Since his arrival at iQor in 2014 as an operations director in the space, John has gained extensive experience that has equipped him with a deep understanding of operational efficiency and , both of which help to establish a culture driven to facilitate irresistible CX. Read on to discover how iQor’s Qoncierge program champions engagement and training for new frontline employees from the outset, building a confident and prepared workforce ready to create excellent customer experiences. The Role of iQor’s Qoncierge Program The Qoncierge program is designed to offer a seamless and supportive experience for new frontline hires from their first day at iQor until their graduation from training. A Qoncierge serves as an employee's initial contact, providing a welcoming introduction to iQor's company culture and expectations. This role assists in establishing strong employer-employee relationships early on, which are vital for long-term and satisfaction. The Qoncierge's role is critical—each one provides a that extends throughout onboarding and training for the employee’s first 90 days. From the initial welcome and site tour to icebreaker games and weekly meetings, the Qoncierge’s tailored support helps to alleviate the common anxieties associated with starting a new job, allowing new employees to focus on their growth and learning with confidence. Bridging Connections for Consistent Frontline Employee Support is the fundamental first step in an employee's journey and sets the tone for their career path and potential success. A vital component of effective onboarding and training programs is the continuity of support. John sheds light on the Qoncierge's role beyond welcoming new employees—it's about being a steadfast presence throughout the initial phases. As a representative of the organization's commitment to its employees, the Qoncierge navigates new hires through company procedures, addresses their concerns, and integrates them into their roles efficiently. By connecting new employees and various operational departments, the Qoncierge is instrumental in helping new hires overcome potential obstacles, thereby enabling a seamless transition from trainee to full-fledged iQorian. Acting as a liaison, the Qoncierge ensures that frontline employees understand their role within iQor and have a clear roadmap for the expectations set forth, along with the resources available to support their in the organization. This meticulous attention to detail fosters an inclusive and attentive atmosphere from Day One. The Qoncierge Program’s Impact on Employee Retention and Satisfaction One of the standout aspects of the Qoncierge program is its proven effect on improving and overall satisfaction. The program helps new hires integrate smoothly into iQor and fosters a sense of belonging and commitment. Both continuously touching base and engaging new employees drive employee satisfaction and longevity with iQor. Creating Brand Ambassadors for Client Success From Day One A positive initial impression of a new workplace can significantly influence an employee’s enthusiasm and commitment to their role, which, in turn, affects how they interact with customers. The Qoncierge team helps facilitate new employees’ early impressions, setting the stage for developing a workforce that is both skilled and motivated to deliver excellent CX. John explains that when employees are well trained, engaged, and satisfied, they become who champion excellent customer service, further solidifying the Qoncierge's positive influence on new employees. Committed and well-supported employees become the voice of the products and services they represent, which is the ultimate goal for clients who entrust their operations to iQor. Our clients expect that the employees we hire will represent their products and services at the highest standard of service delivery when engaging with customers. The Qoncierge program fulfills this expectation by ensuring that every new hire receives a comprehensive and enriching training experience. This program is a cornerstone of iQor’s to provide exceptional CX by ensuring that our employees are well prepared and well supported. Through this program, we ensure that our new hires transition smoothly into competent professionals who elevate our clients’ brands and contribute positively to their reputation. This alignment of and excellence in service delivery stems from our commitment to partnering with each client to meet and exceed their CX objectives. iQor's ecosystem further drives these experiences by redefining the employee lifecycle, seamlessly blending automation and human capabilities. This innovative approach—spanning talent acquisition, training and development, and performance excellence—underscores iQor’s commitment to nurturing a highly efficient, compliant, and satisfied workforce. Our decades of accumulated process knowledge inform our best practices and methodologies, enabling us to optimize every employee’s capabilities from their first day with iQor. Communication and Feedback Drive Employee Growth and CX Success John's approach to guiding the Qoncierge program involves frequent training sessions for the Qoncierge team, along with quarterly town halls to share best practices and unify the teams across all sites and lines of business. These meetings are vital for building trust and strengthening culture and morale. They serve as a forum for Qoncierges to voice their challenges, share successes, and collectively brainstorm ways to continually have a positive impact on new employees. This collaborative approach ensures that the entire team stays aligned and motivated, driving continuous improvement in how we onboard and train our frontline workforce. John also utilizes weekly and has recently introduced an employee lifecycle survey. The weekly surveys aim to capture satisfaction scores at the program level, contributing to a continuous feedback loop that identifies strengths and areas of improvement. Furthermore, a comprehensive employee lifecycle survey marks satisfaction milestones from recruitment to 60 days into production, providing actionable data to refine the onboarding process. This feedback is invaluable for the Qoncierge team because it addresses specific areas for growth and develops strategies to further optimize the effectiveness of the program, which establishes the foundation of smile-worthy CX. This scheduled communication ensures that iQor remains responsive to the needs and expectations of its employees, leading to a dedicated and . John's insights underscore the critical role of programs like the Qoncierge in building a supportive and . These initiatives are about more than making a good first impression for new hires—they are about laying the foundation for sustained employee involvement and satisfaction that benefits the employees and our clients. Our ongoing commitment to the Qoncierge program empowers us to develop a more productive workplace that is also enjoyable for our frontline workforce. The measure of the Qoncierge program’s success is clear through industry-leading retention rates and heightened employee satisfaction, which make iQor a . To talk with John about iQor’s Qoncierge program, connect with him on . To learn more about iQor’s amazing culture, visit . Watch the video . Read the full blog post . /episode/index/show/digitally-irresistible-podcast/id/31036693

Customer Experience Is Everything in a Member-Centric Business 04/18/2024

Customer Experience Is Everything in a Member-Centric Business Building and Sustaining Memberships Through Excellent CX This week we welcome Jennifer Blevins to the . Jennifer is the senior vice president of member engagement and relationship management at , a payments association that guides its members with insights on best practices, , strategy, compliance, and other critical payments factors. With over two decades of experience in treasury management, sales, product development, and more, Jennifer shares her journey and insights into the transformative power of treating with a commitment to excellence. Prior to joining Wespay, Jennifer was a member for more than eight years, actively participating in the member advisory council and utilizing Wespay's resources to enhance her expertise in treasury management. This firsthand experience as a member equipped her with a deep understanding of member needs, which now translates into her work at Wespay, where she champions member engagement and delivers exceptional experiences. Tune in as we discuss how listening to members, leveraging their feedback, and maintaining a commitment to are crucial to creating a service that to building a thriving membership service. Membership-as-a-Service Is All About the Experience Jennifer joined Wespay after working for Umpqua Bank as a regional sales manager. She credits her strong background and experience in treasury management and product marketing at smaller financial institutions for paving the way to her current role at Wespay, whose is its product. This also enabled a smooth transition into her new role. Jennifer says Wespay stands out from other payments associations because it provides comprehensive support to its members, including and credit unions, for education, audits, and . She explains that in , the membership itself is the product. Unlike traditional product sales, where the relationship transitions from a transaction to customer service, begins and continues as a service relationship in perpetuity. This is achieved by providing members the ongoing resources, support, and experiences that empower them to achieve their goals. Immediate Support Creates Exceptional Customer Experiences In the pursuit of delivering unparalleled customer experiences, Wespay has innovated a unique touchpoint for its members: the payments hotline. A source of pride for the organization, this service epitomizes Wespay's dedication to offering timely and expert support, ensuring that members have access to the assistance they need when they need it. The payments hotline is designed with intentionality at its core, serving as a direct line for members to engage with Wespay's team of subject matter experts. Whether the inquiry involves , check processing, risk management, faster payments, or fraud prevention, the hotline ensures that members can obtain insights and resolutions without delay. Wespay's team members are deeply versed in the nuances of payment systems and the myriad challenges that financial institutions may encounter. This expertise ensures that the guidance provided is also tailored to address the specific needs and contexts of each member. By offering a mix of —phone calls, emails, and chat—Wespay caters to the diverse preferences of its members, ensuring ease of access to its support services. Wespay's Commitment to Empowerment Through Education At the heart of Wespay's mission is a commitment to education, a cornerstone that Jennifer, with her extensive experience both as a member and a within the organization, holds in high regard. Her experiences and reflections highlight the benefits of this focus on education, illustrating how Wespay's commitment to learning contributes to the personal and professional success of its members. As a member, she was grateful for Wespay’s educational resources, which helped her earn certifications when she wanted to become an ACH check professional. The education committee at Wespay is one of several platforms through which the organization engages its members in ongoing education and development. Whether through classes, , or symposiums, the quality and substance of these educational sessions stand out. This committee, alongside others such as the member advisory council, the rules committee, and a symposium workforce committee, plays a critical role in driving the educational agenda for its members. These groups thrive on the influx of fresh perspectives and the active participation of members who are keen to contribute and learn. This dynamic interplay of teaching and learning reflects Wespay’s deep understanding of the needs of its community and a commitment to meeting those needs through comprehensive, high-quality educational content. Through these , Wespay reinforces its position as a leader in the payments association space and exemplifies how education can be a powerful tool for innovation and growth. The organization's emphasis on education is about building on a longstanding foundation of trust, enhancing member engagement, and, most importantly, empowering individuals and institutions to achieve their professional goals. The Importance of Listening and Responding to Member Feedback A critical element of building a successful membership-as-a-service program is to member feedback. Members are a goldmine of information, offering valuable insights into what's working well and what areas need improvement. As Jennifer mentions, neglecting member is a missed opportunity. Wespay demonstrates its commitment to member feedback through several practices: · Biannual surveys. These provide members a platform to share their experiences and suggest improvements. Asking questions such as “What are we doing that you like?” and "What could we be doing better?” allows members to share their ideas so that Wespay can consider adding any missing pieces to their CX strategy. · Open communication channels. Wespay encourages open communication with its members. Whether through phone calls, emails, or in-person interactions, members feel comfortable voicing their opinions. Jennifer affirms the importance of letting members express themselves without interruption so employees can gain insight into the issue and devise ideas on how to fix it. · Actionable feedback. Wespay doesn't just collect feedback—they act on it. They prioritize suggestions and implement changes that enhance the member experience. When changes are made, Wespay communicates these updates, demonstrating to members that . Jennifer expresses a fundamental aspect of managing a membership organization: treating membership as an ongoing service that requires constant nurturing, enhancement, and adaptation. This approach focuses on perpetual improvement to meet and exceed member expectations. Jennifer stresses the necessity of this mindset, emphasizing the importance of actively soliciting and thoughtfully considering member feedback as a cornerstone of this process. Engaging Members for Fresh Perspectives Wespay's commitment to fostering a dynamic and evolving member experience is vividly illustrated through its approach to managing various committees and councils, including the member advisory council, rules committee, education committee, and a symposium workforce committee. Jennifer emphasizes the importance of infusing these councils with new members over time to prevent stagnation and ensure that the organization benefits from . The infusion of new voices into these committees is more than avoiding a static state—it is fundamentally about enhancing the quality and relevance of the initiatives undertaken by Wespay. Jennifer recounts her experiences on the member advisory council, noting how different interpretations and viewpoints on previously discussed ideas can suddenly make them resonate more powerfully with the membership at large. This phenomenon underscores the value of diversity in thought and experience within advisory groups, as it can lead to more impactful and resonant outcomes for the organization and its members. Moreover, the eagerness of members to join and contribute to these councils speaks volumes about Wespay's success in creating a positive member experience. The active desire of members to be involved demonstrates their commitment to the organization and also reflects a high level of satisfaction and engagement with the services and support provided by Wespay. This engagement is a crucial component of Wespay's strategy to continuously improve and adapt its offerings to meet the evolving needs of its members in the dynamic landscape of the . Putting Feedback Into Action for Improved CX The process of soliciting feedback, according to Jennifer, is about listening to every piece of feedback verbatim and identifying trends and commonalities within the feedback that might indicate areas that require taking action for improvement. This strategic approach allows Wespay to prioritize changes that have the most significant impact on the member experience, ensuring resources are allocated efficiently and effectively. Jennifer points out the crucial step of communicating back to the members that their feedback has been received and, in some cases, acted upon. This communication is vital in reinforcing the members' value to the organization, demonstrating that their input directly influences the evolution of the service offerings. Such , whether through messages stating "We've heard you" or announcements of changes or educational events, serve to close the feedback loop, fostering a sense of community and partnership between the organization and its members. This practice illustrates how a culture of listening, adaptation, and recognition can optimize member satisfaction and loyalty. By embedding these principles into the fabric of its operations, Wespay showcases a model of that is responsive and member-centric while continually evolving to meet the needs of its community. What Jennifer Does for Fun Jennifer’s favorite way to unwind and recharge involves quality time with Laverne, her cherished English bulldog. Jennifer also loves to travel, especially on a cruise, and makes it a point to go on one or two trips each year. This blend of adventure and relaxation is the balance Jennifer finds between her professional life and personal time. To learn more about Jennifer’s role at , connect with her on . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/30863788

Empowering Employees for CX Excellence Through Organizational Development 04/04/2024

Empowering Employees for CX Excellence Through Organizational Development Welcome to the latest episode of iQor’s CX Labs where we delve into the world of organizational development with Mark Monaghan, vice president of organizational development at iQor. Mark shares insights on the components of organizational development, as well as heartwarming examples of employees whose careers have been positively impacted by iQor’s leadership programs. Investing in employee growth and development through training and mentoring transforms the employee experience, driving a rewarding workplace culture, ongoing employee career growth, and . Tune in to learn how iQor elevates to improve performance and customer satisfaction by cultivating the next generation of leaders to create . Career Advancement Through Organizational Development Mark Monaghan’s career in human resources began about 25 years ago as chief HR officer for another company. He joined iQor about 12 years ago as vice president of corporate training, working with his team to help develop frontline leaders through initiatives such as iQor’s PeaQ Performance Qoaching and sQholars programs. When the department evolved into the Global Learning and Development Department a few years ago, Mark became vice president of organizational development with a focus on career pathing and learning to boost performance and leadership opportunities for iQor’s global workforce. He and his team spearheaded more coaching and mentoring opportunities for future leaders through additional learning initiatives such as the with a leadership competency model focused on tasks and responsibilities connected to individual roles. The Building Blocks of Development The heart of iQor's organizational development strategy lies in its leadership competency model, which categorizes employees based on their leadership roles and provides specific competencies aligned to each level, from leading oneself to leading a team to leading a department to leading a vision. Each category has five aligned to it. For instance, leading a team involves developing direct reports as one of the competencies. The organizational development department has mapped learning to each competency. This model forms the backbone of various programs and workshops orchestrated to support employee growth and development. One of the flagship initiatives is the sQholars Program, which aims to groom entry-level employees for higher leadership roles within iQor. This program has been instrumental in nurturing talent like Cheyenne, a success story from the vertical. Starting as a sQholar in 2019, Cheyenne progressed from agent to assistant manager in the operations department by embracing iQor’s servant leadership model. Another successful financial services sQholar is Michelle, who strengthened her communications and coaching skills to become an assistant manager in operations thanks to the guidance and support she received. Another notable initiative, the LevelUp Program, prepares supervisors for higher managerial positions and equips them with skills and competencies to thrive in leadership roles. Interactive LevelUp training sessions empower employees to engage effectively and learn proactively. LevelUp participant Jovi's promotion to assistant manager stands as a testament to the department's commitment to nurturing internal talent and preparing them for leadership roles. The PeaQ Performance Qoaching Workshop focuses on empowering supervisors to identify critical behaviors and coach their teams effectively, contributing to overall performance improvement. These programs, along with others like learning compliance and employee evaluation support, are all part of the larger global learning department and reflect iQor's commitment to nurturing and developing its talent pool. No matter which program employees participate in, iQor’s commitment to award-winning training and organizational development has built career paths that have supported the journeys of many iQor employees from agents to senior managers and senior vice presidents. A Client-Centric Approach Key to the success of organizational development at iQor is a , which prioritizes collaboration with clients to gain valuable insights and feedback. By understanding clients’ specific needs and challenges, organizational development can tailor programs to align with the client’s values while upholding iQor's organizational values. The transparent and collaborative partnership between iQor and its clients fosters customization, ensuring that learning programs meet the unique needs of clients while enhancing the skills and capabilities of employees. This collaborative approach exemplifies iQor's commitment to delivering irresistible customer experiences through empowered and skilled employees. Customization Is the Future of Organizational Development Looking ahead, the future of organizational development at iQor is poised for innovation and growth. Mark expresses excitement about securely leveraging AI to enhance coaching and mentorship programs, envisioning a personalized learning experience that meets employees at their individual needs. This forward-thinking approach aligns with the evolving nature of organizational development, emphasizing adaptability and individualized support. The integration of AI to support coaching and employee development reflects iQor's commitment to staying at the forefront of cutting-edge technologies and methodologies. By harnessing AI's capabilities, the organizational development department aims to further enhance the effectiveness and impact of its initiatives, contributing to employee growth. Growing Leaders From Within The organizational development department at iQor stands as a beacon of transformation and growth, driving the career trajectories of employees through innovative programs, collaborative partnerships with clients, and a forward-looking approach to employee development and . It empowers employees to deliver exceptional customer experiences, setting a high standard for excellence and making iQor a . The stories of Cheyenne, Michelle, Jovi, and many others exemplify the profound impact of a supportive , showcasing the potential for individual growth and advancement. As iQor looks to the future, a commitment to personalized, AI-enhanced programs signals a promising direction for employee development and empowerment. With a focus on , collaboration, and adaptability, organizational development at iQor shapes the careers of employees and makes iQor a leader in talent development and customer experience delivery that creates smiles. To chat with Mark about iQor’s organizational development initiatives, connect with him on . Watch the . Read the blog post here. /episode/index/show/digitally-irresistible-podcast/id/30669398

Elevating Training for Agents With Active Learning 03/21/2024

Elevating Training for Agents With Active Learning iQor's Active Learning Approach in Business Process Outsourcing Creates Irresistible Employee and Customer Experiences On this episode of iQor’s CX Labs , iQor Senior Manager of the Active Learning Classroom Tarisse Grant-Shelton explores the evolution of at iQor, a business process outsourcing (BPO) company with more than 25 years of experience in customer service. She delves into training best practices that impact the onboarding of frontline employees and the positive results clients enjoy with . Get ready to discover firsthand how iQor is revolutionizing training practices to deliver top-notch customer experiences. iQor's engages employees in the learning process through experiential and differentiated learning methodologies, instilling confidence and competence for performance excellence. Read on to learn more about how iQor elevates through active learning that improves performance and customer satisfaction in a that creates smiles. The Evolution of Training at iQor iQor has redefined its training processes in CX from traditional, passive learning to active learning that enables trainers to adopt a facilitative role and empower frontline employees with a structured approach to practice their new skills in a safe learning environment. shows that individuals who take charge of their learning tend to understand and retain knowledge better, demonstrating higher proficiency when transitioning to service delivery roles. For the past two decades, Tarisse has played an integral role in this evolution, working in every facet of training at iQor. This experience has prepared her for her current role helping trainers become the best versions of themselves. She supports trainers with the knowledge they need to succeed in active learning classroom environments, blending experiential and differentiated learning to prepare agents with the confidence and skills they need to provide . She also helps trainers develop surveys, boost Net Promoter Scores (NPS), and master coaching and development techniques. The 3-Part Active Learning Workshop for Trainers iQor's active learning workshop plays a pivotal role in transforming the training experience for frontline employees by equipping trainers with the skills they need to excel as facilitators. The workshop consists of a primer, three-day workshop, and practicum. Part 1: The Primer The primer allows trainers to work offline to grasp active learning concepts and foundational knowledge before the workshop begins, optimizing their time in the classroom for interactive discussions and activities. Part 2: The 3-Day Workshop During the three-day workshop, facilitators create a dynamic environment where the trainers learn from each other and engage in practical scenarios. Trainees receive ongoing coaching (from facilitators and their peers) personalized to their needs throughout each experience to further their development. The scenarios are recorded so trainees can view themselves on camera to self-identify areas for improvement as well. The workshop is a safe place for trainees to test their newly acquired skills and learn from their mistakes. Part 3: The Practicum The practicum phase is a practical application of the learned skills, ensuring that the knowledge gained is promptly applied in real-world scenarios, thus preventing the information from going into "cold storage." The practicum lasts about 6-12 weeks, enabling trainees to practice their knowledge in the field and build an extensive portfolio and an in-depth understanding of best practices, ultimately leading to their certification as active learning trainers. Check out Tarisse in Episode 2 of our Digitally Irresistible podcast: Positive Results for Positive Experiences One of the key metrics used to measure the success of active learning training at iQor is the Net Promoter Score. NPS helps gauge employee satisfaction levels with their trainer facilitators and the impact of the training programs on their performance. NPS scores have shown significant progress, reflecting the positive impact of active learning on frontline employees and how prepared and supported they feel before entering the production floor. Trainers and learners have expressed their appreciation for the hands-on approach and the preparedness it instills, leading to enhanced confidence and readiness for nesting and service delivery. Frontline employees that have experienced our active learning classrooms share resoundingly positive feedback. “I love that we get to do things that are hands on.” “I love that we're able to apply what we’re learning.” “I feel more prepared for nesting than with a more passive learning approach.” A Game-Changer for CX Success Active learning training environments offer numerous benefits that elevate the employee and customer experience. By involving employees in the learning process, these training methodologies ensure employees are well-prepared to handle real-world challenges upon transitioning to the production floor. The emphasis on experiential learning facilitated by skilled trainers cultivates a workforce that is well-versed in their knowledge and adept at applying their skills. These positive outcomes are reflected in high levels of and improved NPS scores. Embracing this approach contributes to an empowered and confident workforce within a , ultimately driving irresistible customer experiences that create smiles. iQor’s ecosystem further drives these experiences by redefining the employee lifecycle, seamlessly blending automation and human capabilities. This innovative approach—spanning talent acquisition, training and development, and performance excellence—underscores iQor’s commitment to nurturing a highly efficient, compliant, and satisfied workforce. Active learning is one piece of the puzzle to optimize the employee experience and achieve consistently exceptional CX. To chat with Tarisse about iQor’s active learning approach, connect with her on . Watch the video . Read the blog post . Visit iQor's award-winning training solutions page . /episode/index/show/digitally-irresistible-podcast/id/30460623

Navigating the Future of CX With AI and Employee Engagement 03/07/2024

Navigating the Future of CX With AI and Employee Engagement In this special edition of iQor’s , guest host chats with customer service expert and best-selling author , chief amazement officer at . Through his deep understanding of customer behavior and customer service, Shep shares his observations on (AI), employee engagement, social media, and the dynamics of customer expectations. Join us as we explore ways brands can navigate the changing and employee landscape in the age of AI. AI Evolution in Customer Experience The growth of AI in CX has reshaped customer interaction channels, emphasizing a shift from purely traditional communication methods like voice to digital interfaces, including and AI-powered self-service options. While AI has advanced significantly over the years, with generative AI and conversational AI boosting customer engagement, customers still prefer human interactions. According to Shep’s surveys, customer service by phone is still consumers’ Number One preference. Last year 69% of survey respondents preferred voice over self-service; this year that figure is up to 70%. Despite this trend, Shep forecasts that more customers will adopt AI and the self-service experience over the next two years as continued improvements make them more indistinguishable from voice. This overwhelming preference for voice, however, demands a balanced approach that provides customers a choice between AI-driven experiences and human support – integrating AI to complement, not replace, human interactions in CX. Giving customers the option of using one channel or both, depending on their needs or the stage of their journey, contributes to exceptional CX and brand loyalty. AI and the Employee Experience AI can also elevate the employee experience for frontline customer service agents. Seamless and intuitive access to information that supports empathetic, human-centric interactions elevates their performance for improved employee and customer experiences. As Shep explains, the synergy between AI and human agents reflects a pivotal transformation in the CX landscape, focusing on efficient resolutions and holistic customer care. Additionally, harnessing AI in training, coaching, and prompt-response systems accelerates data-driven personalized assistance for agents to elevate their performance. iQor’s ecosystem supports exceptional employee experiences by seamlessly blending automation and human capabilities. Spanning talent acquisition, training and development, and performance excellence and compliance, iQor applies AI to help nurture a highly efficient and effective workforce. Changing Mindsets and Opportunities Shep emphasizes the importance of recognizing the return on investment CX technologies offer, valuing customer experience as a competitive differentiator. Discerning customers expect more personalized customer service and compare their experiences to the best service they’ve encountered, irrespective of the industry. Shep recommends analyzing the service offerings from iconic brands, learning what they're doing that’s amazing, and incorporating it into what you do for your customers to . In the words of Bonnie Raitt’s song, give them “something to talk about.” “Customers are getting smarter every day – we need to learn from them and have them talk to us in a positive way.” – Shep Hyken With social media serving as a “spectator sport” displaying both positive and negative customer feedback for all to see, brands must actively monitor and engage with customers on social platforms and address their comments either publicly when positive or privately when negative. Shep finds that customers often turn to social media as a last resort, particularly when other channels haven’t offered them satisfactory resolutions to their concerns. With this in mind, companies must regularly monitor their social channels to stay attuned to customer sentiment, mitigate reputational risks, and enhance customer satisfaction. Partnering with a BPO for support is a great way to provide stellar and responsive customer service via social platforms at scale. Future Trends in AI and Customer Experience Shep predicts a growing inclination toward self-service customer support experiences driven by AI. He also notes the potential for AI and machine learning to improve employee performance through upskilling, optimization, and data-driven interventions that . By balancing AI-driven efficiencies with human interactions, CX innovators can light the path forward for irresistible customer experiences that drive lasting loyalty and brand success. To learn more about Shep, connect with him on and visit his website at . Watch the video . Read the blog post /episode/index/show/digitally-irresistible-podcast/id/30261688

Value-Centric Leadership Is Shaping the Next Era of Customer Service 02/29/2024

Value-Centric Leadership Is Shaping the Next Era of Customer Service A Transformative Approach to Value-Centric Leadership On this episode of iQor’s , we welcome Sean Ilenrey. Sean is an award-winning tech executive, published author, and keynote speaker whose achievements have inspired his drive to help other professionals achieve their own definition of personal success. In his groundbreaking book, “,” he teaches six key principles of . He finds that when frontline teams feel valued and valuable, they achieve high levels of employee satisfaction leading to optimal customer service delivery. Tune in as Sean unpacks his six key principles of value-centric leadership from his book to create smiles for employees, leaders, and customers. Sean’s Path to Leadership Inspiration life experiences have played a significant role in defining his outlook and his expertise. In high school, he dropped out of school, faced homelessness and difficulty focusing due to the circumstances going on in his life. Fast forward and 10 years later he is a vice president in a customer service role. These life experiences drive his inspirational approach to leadership—a culmination of lessons that taught him it's okay to want to take care of other people and help them find happiness at work, but the focus should be on ensuring teams feel valued and valuable. Sean’s customer experience career spans industries ranging from to technical support. He has built teams domestically and internationally and supports leadership development that fosters and value. Six Values That Define Game-Changing Leadership In his book, Sean elaborates on six key principles that underpin leadership , providing insights for leaders and organizations striving to optimize employee satisfaction and deliver exceptional customer service. 1. Listening and Responding to Employee Feedback Sean emphasizes the importance of actively engaging with employee feedback. It's not enough for employees' voices to be heard; their feedback should drive actionable outcomes. He shares an example of implementing an anonymous daily or weekly survey, followed by personalized video responses from leadership. This not only fosters a culture of but also ensures that and valued. 2. Authentic Rewards and Recognition Rather than following a traditional, generic recognition approach, Sean advocates for authentic rewards and recognition. He stresses the need for organizations to acknowledge intangible contributions and exceptional efforts beyond standard KPIs. Additionally, the frequency of recognition plays a vital role in reinforcing a and motivation within the organization. 3. Compensation and Growth Opportunities Compensation and continuous growth opportunities are essential components of value-centric leadership. Sean highlights the significance of aligning compensation with market standards to ensure employees feel and fairly rewarded for their contributions. Moreover, he introduces the concept of , providing employees with opportunities to advance within their current roles while feeling recognized for their progression. 4. Showing Their Work Matters to the Organization Connecting employees with the organization's larger mission and vision is crucial. Sean shares a personal anecdote about attending a town hall that provided him with clarity on how his individual efforts contributed to the broader organizational goals. It's essential for leaders to contextualize employees' roles within the bigger picture, allowing them to . 5. Championing Your Employees’ Success Incorporating and sponsorship into the is vital for championing employees' success. Sean stresses the importance of leaders advocating for their teams and actively promoting their accomplishments both within and outside the department. This fosters a sense of recognition and pride among employees, ultimately contributing to a positive and empowering work environment. 6. Practical Fiscal Responsibility Finally, Sean emphasizes the critical role of practical fiscal responsibility in value-centric leadership. Maintaining financial stability within the organization reassures employees about their job security, instilling a sense of trust and confidence. Leaders who effectively , control costs, and prioritize fiscal responsibility provide their teams with a stable and secure work environment. The Principles of "You Don't Owe Happiness" The title of Sean's book, "You Don't Owe Happiness," encapsulates the essence of value-centric leadership. Sean draws parallels between employee happiness and the stock price of a company, noting that genuine employee satisfaction is an outcome of feeling valued and valuable within the organization. The principles outlined here align with his book's core message, reinforcing the idea that leaders owe their employees value, not just fleeting happiness. Leading With Value Sean’s strategies for implementing value-centric leadership within organizations provide a roadmap for creating a culture that prioritizes employee satisfaction and . Sean's journey from adversity to success, coupled with his impactful leadership principles, serves as a guiding light for leaders aspiring to build thriving and value-centric workplaces. His real-world perspective on leading with empathy, authenticity, and strategic foresight to empower teams and drive organizational success provides valuable insights for leadership that creates irresistible workplaces. What Sean Does for Fun In his free time, Sean values experiences and time spent with his family. He and his wife of 16 years enjoy fun experiences checking out restaurants and exploring new places to learn about different cultures and be in the moment. He also relishes time spent playing video games with his three sons, ranging in age from teenager to four-years-old. To learn more about Sean’s approach to value-centric leadership from his book “You Don’t Owe Happiness,” visit his website at and connect with him on . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/30136668

How iQor Harnesses Active Learning Strategies to Boost Employee Engagement 02/15/2024

How iQor Harnesses Active Learning Strategies to Boost Employee Engagement A Former Frontline Agent’s Career Journey Contributes to a Powerful Active Learning Approach at iQor In this episode of iQor’s CX Labs Digitally Irresistible podcast, Jason Miles, director of active learning design and development at iQor, sheds light on the transformative impact of active learning in training and development. Jason’s active learning methodologies draw from his wealth of experience in the BPO industry and his in-depth knowledge of learning and development thought leadership. His journey began as a frontline agent which evolved into his career in training, facilitation, and instructional design, ultimately leading to his current role at iQor as director of active learning design and development. In this episode, we dive deeper into the concept of active learning, its role in successfully training employees at iQor, and the remarkable results it has produced, including improved performance and customer satisfaction. Jason also previews upcoming active learning programs at iQor, shaping the CX landscape, driving success for the brands we support, and creating smiles for their customers. What is Active Learning? Active learning is an instructional design approach that actively engages individuals in their own learning process. Shifting away from traditional training methods in which learners passively receive knowledge, active learning involves a variety of activities to encourage engagement, understanding, and retention. Jason explains how active learning strategies encourage employee participation, practice, and a real application of knowledge to foster a deeper understanding of the subject matter. Instead of listening to an instructor at the front of the room presenting PowerPoint slides, learners in active learning settings enjoy opportunities to engage with one another and discuss and apply the concepts they’ve learned. A large part of this process includes interactive tasks, reflection, and feedback to continually improve the experience. Active Learning Strategies at iQor At iQor, active learning forms the foundation of our employee training and development experiences. This pedagogical approach stems from active learning research showing that adults (and anyone really!) learn most effectively when engaged in meaningful tasks. All aspects of the learning experience and its outcomes improve when learners receive the right resources to advance their understanding along with opportunities to practice, fail, learn, and improve in a supportive setting. This trial-and-error process enables employees to learn from experience. iQor also provides ample opportunities for questions and feedback from experts and peers, an experience that breaks with the norm and has proven essential in creating meaningful and productive traning experiences . In addition, iQor’s active learning approach emphasizes the importance of incorporating time for reflection, which is often overlooked in traditional training programs. By thinking about what they’re learning and assessing what they did well and what they can improve, trainees further advance their understanding and performance. “Reflection is actually one of the most important things that we’re adding, because very rarely do you get an opportunity in training to think about what you’re learning, and that’s where the actual learning happens.” - iQor Director of Active Learning Design and Development Jason Miles Active Learning Creates Success and Smiles The success story of active learning at iQor is exemplified in the transformative results it has produced. Jason's team led a redesign of training for a major retail customer, incorporating active learning techniques. The impact was staggering, with zero attrition, 100% certification, and remarkable performance post-training. The group produced consistent improvements in key performance indicators (KPIs), including a surge in customer satisfaction scores (CSAT), net promoter scores (NPS), and first-call resolution rates. The tangible impact of active learning on business outcomes underscores its vital role in driving employee performance and elevating customer experiences. Expanding Active Learning Initiatives Building on the success of active learning with training facilitators, iQor is poised to expand its active learning initiatives. In a forward-looking move, iQor plans to roll out a broader active learning design and development program to train new content developers and instructional designers in the art of crafting training content aligned with active learning principles. By fostering a culture of continuous learning and skill development, iQor is paving the way for sustained performance excellence. Active Learning as a Catalyst for Organizational Growth and Excellence The insights Jason brought to our conversation offer a compelling narrative of the power of active learning in transforming employee training and its undeniable impact on business success. Through a commitment to active learning, iQor exemplifies how innovative training methodologies can drive tangible results, boost employee engagement, and deliver irresistible customer experiences that create smiles. Through our Symphony [AI]TM ecosystem, iQor further drives excellent employee experiences by redefining the employee lifecycle, seamlessly blending automation and human capabilities. This innovative approach—spanning talent acquisition, training and development, and performance excellence—underscores iQor’s commitment to nurturing a highly efficient, compliant, and satisfied workforce. As organizations navigate an evolving landscape and AI innovations, embracing active learning can be the key to unlocking the full potential of their workforce and fostering a culture of continuous improvement. Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/29955613

Cutting-Edge Recruiting Technology With a Human Touch 01/18/2024

Cutting-Edge Recruiting Technology With a Human Touch Accelerating Talent Acquisition in the Digital Frontier Through Outstanding Leadership Welcome to a new episode of CX Labs, our installment of the that brings you the latest CX practices, industry developments, and technology insights to inspire new heights of customer service success. In this episode, we feature Jan Rae Aguilos, a sourcing manager for . Jan shares how iQor’s streamlined recruitment approach blends , digital technology, and human expertise to match candidates to job positions where they can excel. Under Jan’s outstanding , iQor’s recruitment process leverages social media channels and chatbots to provide the quick, convenient application and interview processes today’s job seekers crave. This results in empowered employees who deliver customer service with a smile and create unparalleled advantage for iQor’s clients. Read on for an inside glimpse into iQor’s digital recruiting assistant, Qori, and the friendly and personalized touch Jan and his team bring to the . Irresistible Benefits and Unlimited Career Opportunities in iQor Philippines After eight years as a marketing professional, Jan shifted his career trajectory to join iQor at our site in Iloilo City in the Philippines. As a sourcing manager, Jan identifies hiring needs, develops effective recruitment strategies, and implements recruitment campaigns that inform his community about iQor’s career opportunities. Jan explains how iQor’s professional development and potential provide an irresistible incentive to build his future with iQor. His teammates also inspire him to share these benefits with others through exceptional leadership and talent acquisition strategies that appeal to top-notch candidates. The Fusion of Automation, Digital Technology, and Human Expertise Jan’s talent acquisition approach utilizes both intelligent automation and human insight to reach more potential applicants and expedite the hiring process. According to Jan, convenience is critical for . Jan’s approach meets candidates in the digital spaces they already use daily with user-friendly social media application and interview options. Introducing Qori, iQor’s Digital Recruiting Assistant When job seekers begin the application process on their social media channel of choice, they are assisted by Qori, iQor’s . Qori provides applicants information about required materials and helps them know what to expect from the process. Qori also plays a pivotal role in capturing relevant information from the candidates, effectively reducing the application time with AI capabilities tailored to the recruitment process. Once the initial interaction with Qori is complete, iQor’s friendly human recruiters step in to process the application, ensuring a swift and efficient experience for all applicants. Powering Unparalleled Workforce Management With Symphony [AI]™ iQor is committed to leveraging AI throughout our business operations to streamline processes for employees, clients, and job candidates alike. Our ecosystem drives continuous optimization of the entire employee lifecycle through the power of generative AI in combination with human expertise. Qori is the first touchpoint for prospective employees in a holistic AI ecosystem that supports the entire employee lifecycle from recruitment through training and nesting to the production floor. Our unique combination of cutting-edge CX technology and skilled teams powers our industry-leading , enabling us to provide the best people and processes to achieve our clients’ CX goals. Jan says that applicant feedback about Qori has been overwhelmingly positive, with the swiftness of the process being a standout feature. While many job seekers wait weeks or longer to receive updates about their application status, Qori notifies applicants within hours. Recruiters have also expressed their satisfaction with the assistance Qori provides, as it amplifies their abilities and enables them to process candidates more efficiently. This harmonious blend of digital augmentation and human talent creates an environment that benefits prospective job candidates, recruiters, and the businesses iQor supports with our . Face-to-Face Interactions With Video Interviews Zoom interviews are another part of iQor’s . Jan explains that prospective candidates can expect a modern and easily accessible hiring process when using our Zoom recruiting channel to participate in virtual hiring sessions. iQor’s interviewers are on standby to provide immediate feedback through on-camera conversations with applicants. iQor values a warm and friendly welcome between current and prospective team members, highlighting the importance of the human touch as a leading priority from the first interview and throughout all customer communication. Jan’s top suggestion for applicants preparing to interview with iQor? A smile that places warmth and openness at the heart of every interaction. Building Expert Teams With Tech Excellence The integration of digital technology and expert human teams facilitates a personable application and interview process for prospective iQorians. As iQor continues to set new benchmarks in tech-powered hiring practices, we ensure that the driving force behind our business operations is people whose unique expertise is strengthened by digital recruiting solutions like Qori. Jan’s leadership is a vital part of iQor’s commitment to providing a forward-thinking and supportive environment that prioritizes both digital innovation and genuine human interaction. To learn more about Jan, visit him on . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/29528308

How iQor Delivers Successful Seasonal CX Ramps for This Direct-to-Consumer Catalog Brand 12/21/2023

How iQor Delivers Successful Seasonal CX Ramps for This Direct-to-Consumer Catalog Brand Unpacking Irresistible Customer Experiences in the Catalog and E-Commerce Industry This week we welcome Dave Richter to the . Dave is the vice president of operations at Silver Star Brands, a brand management company in the catalog and e-commerce industry that places exceptional customer experiences at the heart of their customer service strategy. Dave’s genuine love of people and extensive background in sales and customer service contribute to his outstanding leadership in the world of sales for the six unique brands he manages under the Silver Star umbrella. In this episode, Dave reveals Silver Star’s purposeful approach to CX that builds lasting through personalized customer journeys that create smiles. You’ll also discover the visionary partnership with iQor that supports Silver Star through flexible seasonal ramps and highly skilled agents. Join the discussion to unlock valuable insights for delivering irresistible CX in the catalog and e-commerce marketplace. Understanding the Customer Is Paramount for Catalog CX Dave’s journey to CX leadership begins with his personal love for with other people. He developed this quality over a lifetime of playing team sports, particularly tennis, which he played throughout college. Dave credits these experiences with building his skill sets in discipline, teamwork, and working hard to bring out the best in other people. According to Dave, these qualities have been indispensable throughout his years of experience in sales and customer service. He advises anyone interested in the customer service industry to cultivate a solution-oriented mindset that strives to supply meaningful help to others. When this mindset is a personal value, it can also be a powerful success indicator for effective customer service. As an experienced operations leader at , Dave highlights the need to ask vital questions such as, "Why are we doing things that way?" and "Is there a better way we could be doing this?" when optimizing customer service operations. This is the approach that underlies Silver Star’s reputation for . Under Dave’s leadership, the brand’s operations team invests in a 360° approach to CX that delivers personalized service at every stage of the customer journey. Silver Star Achieves Seasonal Staffing Success in Partnership With iQor This holistic approach can be challenging in an industry defined by seasonal changes that require . Dave shares how a is vital to managing seasonal ramp-ups while sustaining high standards for customer service quality. With multiple locations and a combination of and on-site sales and service delivery, iQor enables Silver Star to maintain business continuity and ensure consistent service delivery during peak periods. iQor employs a dynamic and adaptable seasonal staffing strategy, seamlessly adjusting workforce levels to accommodate fluctuating demands for catalogs during steady state and peak periods such as holiday seasons, promotional campaigns, and coupon drops. This flexible approach ensures best-in-class operational efficiency by scaling up or down in real-time, effectively meeting Silver Star’s evolving requirements while supporting high service standards. The partnership is a testament to iQor’s custom BPO solutions that contribute to Silver Star’s continued success in an ever-evolving direct-to-consumer catalog marketplace. The Impact of Technology and Human Performance on Catalog Customer Experience Drawing from a rich well of insights developed over his 20-year career in the consumer packaged goods (CPG) and e-commerce sector, Dave shares observations on the evolution of CX, particularly with the advent of and new communication channels. Despite the proliferation of "shiny new tools," Dave stresses that understanding the customer remains paramount. While technological advancements are valuable, they should always serve the primary goal of streamlining the customer experience. Dave emphasizes the importance of viewing CX holistically, from the first touchpoint to the final delivery of products, with the perpetual aim for repeat purchases. This encompasses accurate , transparent status updates, empathetic revenue recovery, and seamless customer support through various channels. Here are three ways Dave uses a combination of digital and human solutions to create seamless customer experiences. Leveraging data analytics to create personalized customer journeys. Dave says the personalization of customer service through the leveraging of customer personas is a leading priority for optimal customer service operations. By utilizing data effectively and empowering frontline teams with insights into different customer personas, agents can tailor their service delivery to meet individual customer needs and preferences. We leverage our in-house , VALDI, to maximize the value of every customer interaction. Armed with these valuable insights, catalog brands like Silver Star Brands can unlock actionable strategies that , guide script improvements, and increase customer satisfaction. Optimizing channels to meet customer needs and preferences. One factor Dave highlights is the demographic Silver Star primarily serves: individuals aged 50 and above. Despite the advancements in digital channels, the traditional voice channel remains important to their customer base. While other industries may draw significant benefit by prioritizing digital channels, effective voice support is the best choice for the direct-to-consumer brands Dave manages. This underscores the significance of an strategy that meets customers where they’re most comfortable, aligning closely with their preferences to ensure a positive experience. Embracing AI’s potential to reshape the landscape of catalog CX. Looking ahead, Dave hints at the potential integration of new AI tools and technologies to further elevate CX. This future-focused approach exemplifies the company's commitment to continuous improvement and innovation in their customer service strategies. iQor’s years of experience leading the charge in digital transformation and industry-leading innovations offers Silver Star and our other catalog clients a comprehensive digital strategy that harnesses AI across our operations. Harmonizing agent performance with Symphony [AI]™. Our agents are augmented by , iQor’s generative AI solution that harmonizes the employee experience to drive unparalleled performance. This next-generation ecosystem harmonizes the employee lifecycle from recruitment through training and nesting to the production floor. With Symphony [AI] and other advanced strategies, such as active learning, we deploy personalized training and coaching strategies that help our agents excel at meeting our client’s goals. For catalogs like Silver Star, AI equips agents to excel at through advanced upselling and cross-selling techniques. We impart our agents with the skills and support to balance KPI targets with empathy for the customer when delivering revenue recovery services. The result is customer service agents who are empowered to do what’s right for Silver Star Brand customers and for the business. A Visionary Partnership Forging the Future of Direct-to-Consumer Catalog CX By focusing on the entire customer journey and partnering with iQor’s BPO solutions, Dave has created a coherent, consistent, and enjoyable experience for Silver Star Brand customers. Dave’s vision sets the tone for what technology and human expertise can accomplish at Silver Star Brands. Under our continued partnership, iQor is poised to support Silver Star’s sales and customer service delivery, resulting in irresistible CX in the modern catalog and e-commerce landscape. The Fun Question Beyond his professional talents, Dave is also a skilled musician and vocalist. He considers himself fortunate that he has had opportunities to nurture this lifelong passion and perform across the Midwest for over 20 years. You can learn more about Dave’s inspiring leadership on his . To learn more about Silver Star, check out their flagship brand at .  Watch the video . 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Leveraging NICE CXone to Augment Human and Operational Excellence at iQor 11/30/2023

Leveraging NICE CXone to Augment Human and Operational Excellence at iQor A Partnership Approach to Industry-Leading CX This week we welcome Andy Traba and PJ Singh to the . Andy and PJ both hold key leadership roles that have helped forge a triumphant business partnership between iQor and NICE CXone, a comprehensive end-to-end customer experience technology provider that specializes in digital-first solutions. Andy, NICE CXone's vice president of product marketing, contributes an impressive 20 years of CX expertise. He proudly labels himself as a "mutt" who leads his team with a diverse repertoire of skills and insight spanning product marketing, data science, and behavioral science. Throughout his 16-year journey with iQor, PJ has also held an array of roles and currently serves as chief digital officer. He is the visionary spearheading iQor's digital transformation and . Under PJ's leadership, iQor's international team of experts in core infrastructure, application development, data science, and beyond are leveraging digital solutions that augment human service delivery. For example, is iQor’s next-generation solution that elevates the . Our Symphony [AI] ecosystem optimizes every stage of the employee lifecycle from through training and nesting to the production floor. The result is harmonious performance powered by generative AI, active learning training strategies, and other innovations developed under PJ’s leadership and informed by iQor’s years of accumulated process knowledge. [CTA: Active Learning White Paper] In this episode, we explore the powerful that combines iQor’s world-class, single-source customer service strategies with NICE CXone’s cutting-edge CX technology. This joint venture amplifies our delivery of human and operational excellence for the next level of . Join us as we examine the innovative features of NICE CXone, discuss the advantages of the partnership for iQor’s clients, and plan the future of our collaboration. Get ready for an enlightening dialogue about the fusion of technology and human ingenuity that creates irresistible customer experiences. NICE CXone's 3-Step Roadmap for Mastering CX Technology is a highly regarded, cloud-based CX technology company known for its innovative features and industry-leading capabilities. Andy highlights three game-changing aspects that set the business apart from its competitors. 1. Interaction-centric CX platform. The importance of the customer experience has increased significantly, leading companies to invest heavily in technology to ensure optimal customer interactions. NICE CXone, an interaction-centric platform, offers a wide range of features and capabilities that assist businesses in providing exceptional customer experiences. By integrating robust customer experience capabilities into their current systems, companies can optimize their customer interactions. This comprehensive approach allows organizations to seamlessly manage customer interactions across multiple channels and provide . 2. Convergence of best-of-breed applications into a single platform. NICE CXone is a powerhouse of innovation, combining years of expertise and top-notch applications into one platform. Now, users can effortlessly navigate a broad range of capabilities within a single, user-friendly interface. 3. Purpose-built AI everywhere in Enlighten. NICE CXone harnesses the power of customer data to create the world's only purpose-built . This artificial intelligence, called , is designed to function across the entire platform and optimize each application to make every customer interaction a smarter experience. How NICE CXone and iQor Harness a Holistic and Collaborative Approach to AI PJ delves into iQor's rich history of delivering best-in-class CX services and the company's commitment to embracing the ever-evolving CX technology landscape. Before the partnership began, iQor identified the need for a holistic ecosystem that addresses all aspects of CX including workforce management, , RPA, data analytics, and omnichannel service support. NICE CXone's comprehensive approach to CX and their relentless digital innovation drove iQor’s decision to commit to a business partnership. NICE CXone's transformative capabilities have helped iQor optimize our service offerings, create positive customer experiences, and provide valuable BPO solutions to clients by and meeting the customer wherever they want support. Unlocking Business Process Optimization With the Winning Combination of CX Technology and Human Expertise Both PJ and Andy emphasize the importance of striking the right balance between technology and human ingenuity for effective CX delivery. Andy explains that customer interactions are complex and open-ended. When interactions expand from single-channel voice support to that includes non-voice chatbots, SMS, social media, and other touchpoints, the overall volume of interactions to analyze for actionable insights increases, as does the difficulty level for businesses to accurately decode the information. It takes the optimal combination of AI—including machine learning and —and human insights to unlock the data's full potential. According to Andy, as much as 85% of the customer experience with a brand occurs during customer service interactions. This directly correlates to customer satisfaction that results in lasting . This is why the ability to consistently and accurately leverage customer insights represents a high value proposition for businesses. iQor’s maximize these customer insights to drive continuous service improvements and generate strong returns for our clients. [CTA: Machine Learning Webinar] Creating Shared Advantages Through a Shared Commitment to Unleashing AI's Full Potential NICE CXone's products complement iQor's proprietary , VALDI, which uses AI to mine voice and non-voice customer interactions to monitor compliance, gauge customer sentiment, guide script improvements, and more. Another of iQor's in-house tools is sQan, our . sQan increases the value of interaction insights by evaluating every session for coaching opportunities and recommending proactive strategies for frontline supervisors to support their teams. AI That Augments Irresistible Human Ingenuity to Provide Optimal CX While AI plays a critical role in automating routine tasks and extracting valuable insights from large volumes of data, the human touch remains essential for customer service that builds genuine, heartfelt connections between brands and their customers. The partnership between iQor and NICE CXone serves to augment human capabilities with AI, not replace them. The augmentation paradigm offers agents real-time guidance and actionable insights to help them navigate complex interactions, improve performance, and guide more satisfying customer journeys with the empathy and service quality customers crave. The Road Ahead: An Enduring Partnership Leading to a Sustained Legacy of Operational Excellence As Andy and PJ anticipate the future, they pledge to continue investing in the partnership and pushing the envelope for what iQor and NICE CXone can achieve together. Andy explains that NICE CXone is dedicated to maintaining its position as the top digital CX platform through ongoing innovation and investment in its technological offerings. Similarly, is to continue to deliver best-in-class support with configurable and flexible BPO solutions that create smiles for our clients and their customers. NICE CXone's interaction-centric platform, enhanced by AI, empowers iQor to provide efficient and intelligent management of customer interactions. Andy describes iQor as a design partner whose ongoing collaboration with NICE CXone will continue to influence the future direction of their product portfolio. Fortified with this partnership approach, iQor and NICE CXone are poised to continue their investment in digital and strategic CX innovations that sustain mutual reputations for CX excellence and keep clients and customers smiling. The Fun Question In addition to keeping up to date with the latest in AI, Andy can be found cheering on his twin children at their various sports games. Andy's passion for data science and sports merge in a hobby he undertakes with old college friends. Using an algorithm to predict NFL game outcomes, Andy and his team enjoy competing in the , which they won in early 2018. PJ also enjoys supporting his two children at swim meets, soccer games, basketball games, or whatever new activity their hearts desire. You can learn more about these inspiring CX thought leaders by checking out and . Discover more about NICE CXone on their website at . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/28844413

Unlocking Greater Employee Performance With a Can-Do Mindset 11/02/2023

Unlocking Greater Employee Performance With a Can-Do Mindset This week we welcome Denise Gabel to the Digitally Irresistible podcast. Denise is an international bestselling author, professional speaker, and mentor on the power of change. She is now recognized as the world’s first can-do-ologist who has made it her life’s work to inspire others to embrace a can-do mindset. On this episode, we discuss how Denise’s can-do mindset helps teams, coaches, and business leaders create a profound impact on their organization by impacting its people. Read on for strategies on mastering stressful situations by “channeling your cheetah” for unparalleled performance enablement in the workplace and beyond. Leadership Experience Inspired by a Passion to Help Others Embrace Joy and Possibilities Denise’s instinctive talent developing roadmaps to success surfaced in high school. At the time, she and her family lived in a small town. She introduced the idea of moving to a bigger city with more opportunity to her mom, who agreed that this would open new doors for the family. For Denise, this experience was a revelation about the power of change to unlock new possibilities. Denise has a wealth of experience in business leadership. During her tenure as chief innovation officer of the Filene Research Institute, she led the prestigious i3 Program throughout the United States and Canada. She also served as chief operating officer at the Northwest Credit Union Association. Her bestselling book “The Can-Do Mindset: How to Make Things Happen ... With Enthusiasm” is an international bestseller and reflects her unshakeable passion for helping others achieve personal and professional growth. According to Denise, the key is a can-do mindset, which she defines as a choice to focus on joy and possibilities in life. According to academic research from Stanford, a growth mindset positively impacts people’s lives and health in powerful ways. The can-do mindset is central to Denise’s strategy for helping people and businesses free themselves from a fixed mindset and drive irresistible progress along their journey. The Can-Do Mindset Supercharges Employee Performance to Achieve the Impossible Denise put her can-do mindset to work for a US-based credit union with incredible results. The company set out to revise a complex lending system that serves members in the community. They established ambitious—maybe even impossible—goals while leveraging Denise’s can-do mindset strategy in their operations. Before the can-do mindset model was adopted, the project would have taken 18 months to complete. What was the impact on the duration after building a can-do foundation in the individuals, teams, and organization as a whole? 18 days from project beginning to project completion. That’s right: the can-do mindset reduced the project timeline by an astonishing 97%. The time reduction resulting from maximized employee performance cascaded into significant cost savings for the business. The company also generated $4 million in loans in the first month, proving that the can-do mindset can make the seemingly impossible possible. The can-do mindset inspired employee engagement at unprecedented levels, generating success for the business and moving the bar for performance standards. They were able to achieve this because the company’s supervisors effectively coached team members to adopt a can-do attitude in their work. Denise explains that when it comes to the can-do mindset: 85% is acquired through social learning. 15% is acquired through structured training. In other words: the monkey see, monkey do model of behavior is a powerful tool. When coaches and supervisors show employees what the can-do mindset looks like, it establishes clear expectations for team members to emulate that behavior. While corporate training is important for optimizing employee performance, leadership teams who model the can-do mindset for the workers they supervise are the principal actors in shaping an irresistible can-do culture in the workplace. Channel Your Cheetah: A Four-Step Strategy for Thriving Through Difficulty Difficult experiences are universal. This is why Denise advises developing effective coping mechanisms for stressful situations, especially workplace stress. She says everyone has the can-do mindset within them, even if it’s buried. Her four-step process helps bring it to the surface to empower people for success in both personal and professional contexts. By imitating the speed and reflexes of the cheetah—which far outpaces any other land animal with a three-second zero to 60 mph acceleration rate—anyone can learn to quickly adjust to difficulty. Feel it. The first step is to name what you’re feeling and give yourself permission to feel it. Whether it’s embarrassment, guilt, frustration, or another uncomfortable feeling or combination of feelings, acknowledge it. Shift to neutral. Even cheetahs can’t be in motion all the time. Neutral is a place where you feel safe. Begin taking time to collect your thoughts, regain your composure, and center yourself. This can be as simple as taking a few deep breaths at your desk and pausing notifications for five minutes. In other cases, you may need to take a walk, talk to someone you trust, meditate, or otherwise gain more distance from the situation. Ask yourself: what can I do? Depending on the situation, a cheetah on the savannah might roll over and relax, remain alert and watchful of its surroundings, or take off sprinting after an opportunity. At this stage, you decide what your best course of action is. No one has an unlimited budget of time, energy, or other resources. Look at the possibilities, and make a realistic estimate of your capacity before deciding your next move. Go again. Put your decision into action. This is the moment you take off like a cheetah and show the world how fast and how far you can go when all your energy is channeled into progress. You can return to this simple but effective strategy whenever difficulty arises. Channeling your cheetah is an actionable process for driving your personal and professional growth with a can-do attitude despite challenging circumstances. Attract High-Demand Talent to Your Business by Building a Can-Do Company Culture Employees with a can-do attitude present a high value proposition for businesses. High performers with great talent have the potential to make great contributions, express ideas, and provide a fresh set of eyes. Team members and leaders should strive for a culture of collaboration and open communication that builds upon the company’s mission. According to Denise, employees should embrace the can-do message to confidently speak up as valuable members of the company to share ideas with leadership which could help improve something in the business. The can-do mindset creates a ripple effect of growth from the organization as a whole to the teams to the individuals. Businesses that position the can-do mindset as a core value of the organization succeed in attracting talented people who are enthusiastic about pushing the envelope of their performance potential. Talent recruitment is just the first step of the journey. A can-do core value can also boost retention by empowering employees to thrive with the company through personalized coaching and proactive strategies. To achieve this, businesses can leverage a range of digital solutions such as machine learning, predictive analytics, and artificial intelligence (AI) to complement the skilled human teams who cultivate exceptional employee experiences. How iQor Leverages a Can-Do Mindset With AI Solutions That Empower Agents At iQor, our can-do strategy utilizes Symphony [AI]™ to optimize the employee lifecycle from recruitment to onboarding, training, nesting, and deployment to the production floor. Our IT experts train this generative AI ecosystem on our proprietary large language models (LLMs) and accumulated process knowledge from years of experience in the BPO industry. Symphony [AI] boosts performance, builds confidence, and supports workplace wellness, reinforcing a can-do mindset for agents and supervisors by providing access to the tools they need to succeed. Our supervisors and coaches supplement our digital solutions by modeling the can-do mindset for their teams, creating smiles for all stakeholders from agent to end customer to client. A can-do culture that values progress, support, and positive outcomes for the more than 40,000 employees we employ globally is in iQor’s DNA as stated in our core values. Denise says that it all comes down to culture. With a can-do mindset guiding a culture of innovation, change, and growth, businesses can unlock unparalleled levels of success for the organization and its invaluable can-doer employees. The Fun Question Denise loves expressing her creativity through shopping and decorating. She is a naturally curious person who thrives when interacting with people and experiencing new possibilities. Her two rescue cats, Gizmo and Henry, are a constant source of joy and help inspire her can-do mindset in all areas of her life. To learn more about Denise, visit her on LinkedIn and her website at . 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Harnessing AI to Optimize the Employee Life Cycle at iQor 10/19/2023

Harnessing AI to Optimize the Employee Life Cycle at iQor The Expert Tech Leadership Driving Digital Transformation for the Age of AI Welcome to the debut episode of CX Labs, a new installment of the where we cover the latest CX practices, including performance optimization, technology trends, employee experience, industry developments, and success factors to inspire great CX for your brand. Our first guest is iQor’s . PJ leads a team of technology professionals whose focus is harnessing technology, automation, and human expertise in the delivery of excellent CX for the brands that entrust us to service their customers. . PJ leads a team of technology professionals whose focus is harnessing technology, automation, and human expertise in the delivery of excellent CX for the brands that entrust us to service their customers. On this episode, PJ shares insights on Symphony [AI]™, iQor’s ecosystem designed to create a holistic employee experience by leveraging intelligent insights at every stage of the employee lifecycle. Read on to learn how PJ and his team harness generative AI in the BPO industry to optimize the entire employee lifecycle to deliver winning CX. Why iQor Is at the Forefront of Generative AI in the BPO Industry At iQor, we recognize the transformative capacity of generative AI impacting every industry, including BPOs. Leveraging its capabilities is a top priority. According to PJ, a strong investment in AI takes a lot of engineering. Under his leadership, the company's internal data experts are committed to high-capacity AI development across all CX processes. While AI technology is always evolving, iQor has longstanding investments in its potential to optimize customer service. For example, our proprietary engine, VALDI, leverages AI to translate interaction signals into insights like and key topics. We have years of experience deploying commercial models to monitor for compliance defects in (WAH) environments, using AI to improve security protocols with zero trust architecture that safeguards data from threats. We identify pockets of potential attrition using our to understand how we can better retain employees. Our capabilities increase retention by as much as 300% by deploying intervention strategies to support at-risk employees. At iQor, we possess a huge wealth of knowledge, engineering capacity, and the drive to continuously improve all our processes with AI, positioning us to succeed as a leader in . The Science Behind iQor’s Symphony [AI] PJ explains that Symphony [AI] is an ecosystem of proprietary tools, and commercial technologies designed to optimize the employee lifecycle and unify iQor’s dedication to exceptional customer service. Harnessing the latest in AI capabilities and guided by human insight, Symphony [AI] synchronizes the relationship between agent, customer, and client by delivering seamless, smile-worthy experiences. To this end, our utilize enormous amounts of data from iQor’s accumulated process knowledge as a BPO provider with decades of experience. This information trains our proprietary (LLMs) to deliver outcomes that meet our high standards for CX. Irresistible Innovations Powered by Decades of Accumulated Process Knowledge iQor’s accumulated process knowledge is the ongoing aggregation of decades of combined experience, insights, and methodologies our customer service experts bring to the table every day. This combination unlocks expert innovations and unique organizational insights for maximizing performance potential at scale. Our accumulated process knowledge forms an invaluable data lake of information to train our LLMs for industry-leading customer service. PJ offers a simple explanation for the complex LLMs that power Symphony [AI]. Like ChatGPT and other AI familiar to broader audiences, Symphony [AI] is trained on billions and billions of rows of data to understand and make logical sense of information. A well-trained LLM is able to respond to input using natural language, the same way a well-informed human being would respond. Symphony [AI] uses this input to develop advanced conversational models and provide dynamic chat interactions, , and automation opportunities that boost KPIs, improve employee retention, and more to shape the bright new future of customer service with AI. Elevating the Employee Lifecycle With Intelligent Insights PJ explains that iQor’s goal is to supercharge the employee lifecycle with Symphony [AI] by optimizing talent acquisition, accelerating the training process, and evaluating performance indicators to support employees throughout their employee journey. Here’s how Symphony [AI] cultivates exceptional experiences at every stage of the employee lifecycle. Recruiting: Symphony [AI] begins impacting the employee experience before new agents are even hired. Frontline agents present a high value proposition for contact centers which is why we leverage Symphony [AI] to identify and shortlist candidates who meet the requirements. This creates a seamless hiring and onboarding process from the first interaction. Training: Symphony [AI] enables that improve knowledge and skill retention. We optimize training techniques with top instructional strategies in active learning and personalized to enable every agent to perform with excellence. This personalized ecosystem guides frontline workers through the training process and increases their familiarity with the systems and processes they will use after training. frontline workers through the training process and increases their familiarity with the systems and processes they will use after training. Continuous Coaching: When agents reach the production floor, they still access that AI partner on their desktop to facilitate conversations and increase time to proficiency. As agents gain tenure with the company, Symphony [AI] provides insights to guide performance optimization, monitor compliance, and maximize employee well-being. The result is satisfied employees who perform at optimal levels and create smiles for customers. How Harmonious Employee Experiences Create Happy Customers When customers contact customer service, they want to explain their reason for seeking support and reach a resolution as quickly as possible. The more proficient an agent is, the higher the chance that the customer will be satisfied with the support they experience. Achieving is always our goal. Understanding the customer’s needs and supporting those needs according to existing systems, processes, and policies is not always straightforward—which is exactly why Symphony [AI]’s ecosystem is a strategic enabler for optimizing agent potential and ensuring best-in-class . With the power of AI augmenting our agents’ capabilities, iQor is unlocking the complexity of customer interactions and providing swift, effective resolutions for customers. Symphony [AI]’s impact on the employee lifecycle creates a ripple effect of satisfaction from frontline workers to our clients’ end customer that keeps our clients smiling. To learn more about Symphony [AI] and iQor’s digital capabilities, visit . To learn more about PJ, visit him on . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/28355873

The Journey to Becoming an Impactful BPO HR Leader 10/12/2023

The Journey to Becoming an Impactful BPO HR Leader BPO Leadership Excellence in the Philippines This week, we welcome Liz Cabrera to the . Liz is a human resources manager supporting close to 2,000 employees in one of iQor’s sites in the Philippines. Liz describes human resources as a multifaceted arena spanning , employee relations, compliance, compensation and benefits, and more. As an HR professional, Liz oversees every stage of the employee life cycle to support her site’s iQorians, create career pathing opportunities, and facilitate irresistible employee experiences. To Liz, HR means more than the job description. It means investing in employees, the company’s most valuable asset. On this episode, Liz shares how she found her way to at iQor, what she has learned along the way, and how these valuable lessons are reflected in her day-to-day experiences. Liz’s dedication to her team in the Philippines and willingness to embrace unexpected opportunities have defined her outstanding leadership career with iQor. The Winding Road to Human Resources Management Liz’s journey to human resources management in the has had its share of twists and turns. Before joining iQor, Liz had experience working in the banking industry in tech support. The customer interactions she managed helped lay a foundation that would inspire her interest in the BPO industry. Liz quickly learned the importance of . The best way to provide effective resolutions is to listen to what customers are saying, communicate with empathy, and then focus on the resolution. Whether interacting with customers, peers, or leadership, the ability to support other people with authenticity has been a cornerstone of Liz’s work ethic. In an unexpected unfolding of events, Liz accepted a position with iQor that gave her the opportunity to become an HR specialist. She worked hard to master the skills she needed to live up to the role, setting a standard of continuous improvement for herself that culminated in other leadership opportunities. She supported her team as (SME) and gained experience as a team lead and trainer for other potential SMEs. When there was an opening for an HR generalist position, Liz’s leadership team encouraged her to pursue the role. Initially, she was reluctant to apply. Her leadership team’s support and confidence in her abilities inspired her to apply, resulting in her being awarded the position. Ever since, Liz has continued to expand her repertoire as a human resources expert, fulfilling iQor’s commitment to best-in-class employee teams who contribute to exceptional CX. Empowering Employees to Be More With iQor When meeting employee candidates, Liz describes life at iQor as something that makes you better. iQor invests in to guide professional development and personal growth of employees throughout their lifecycle with the company. Thanks to the critical work of HR managers like Liz, iQor is committed to providing meaningful opportunities and support that make a difference in the lives of iQorians. That’s why say that it is a great place to work. At iQor, we know that employee experiences keep the wheels of exceptional CX turning. Liz’s role gives her the opportunity to recognize the potential of our current and prospective employees to enact ways of succeed. This help goes beyond career development. As an HR manager, Liz is an essential part of giving back to the community through the support she provides for iQorians. Liz says her role with iQor has helped her learn to interact with people more effectively and bolstered her life outside of work. Her leadership serves as an inspiration to others. In turn, Liz says she is inspired by the thousands of employees her work supports to continue making a real impact in the lives of others. What Liz Does for Fun When Liz isn’t working, she enjoys traveling and spending time at the beach to swim or free dive. Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/28281335

Mastering Customer Experience with the Right Mix of Technology and Human Touch 09/28/2023

Mastering Customer Experience with the Right Mix of Technology and Human Touch Transforming CX with Customer Journeys That Inspire Loyalty   This week we welcome Joseph Michelli, Ph.D., to the . Joseph is the founder and CEO of The Michelli Experience (TME), an award-winning author, and CX Hall of Fame inductee. As a certified CX professional, Joseph specializes in helping leaders attract and engage customers. The Michelli Experience (TME) offers consulting, personalized training, customer journey mapping, agile design, customer retention solutions, and tailored keynote presentations and workshops. TME’s approach emphasizes adding value to the customer journey to differentiate brands from competitors and return value to the brand.    On this episode, we discuss how Joseph’s LEAD framework harnesses the fusion of authentic human empathy and technological efficiency to deliver irresistible value propositions and generate unbreakable .   Emotional Engagement: The Key to Meaningful Human Experiences That Unlock Customer Satisfaction Joseph’s story begins in unimaginable circumstances. As a newborn baby, he was rescued from abandonment in a trash can and raised by loving adoptive parents who instilled the belief that people best enrich their own lives by serving other people. This idea inspired him to earn his doctorate in clinical psychology and invest in making a difference in other people’s lives. Joseph’s unique personal experiences, people-first focus, and expertise in psychology provided him with the tools to excel at transforming the way brands attract, retain, and engage customers. As the founder and CEO of The Michelli Experience, Joseph embraces the challenge of delivering irresistible in an arena defined by evolving customer needs and rapidly advancing technologies. Top global brands from financial services to retail turn to Joseph and TME to reassess the timeless question of how to earn customer loyalty within the context of today's digitally transformed marketplace. In Joseph’s experience—both personal and as an expert in CX— is key to creating meaningful human connections that transcend circumstances. As needs and opportunities fluctuate, brands are tasked with striking a new balance that sustains satisfaction and loyalty. For instance, technological advancement has gained momentum at an exponential rate, imparting efficiency with less need for human interaction on certain tasks. However, efficiency does not necessarily correlate to satisfaction. With the for 2022 indicating a 17-year low, it’s clear that customers need more than efficiency to feel an emotional connection to a brand. For this reason, many business leaders of global organizations identify CX as a differentiator of success and strive to implement it as a strategic initiative. As a global consultant and prolific author on strategies for CX, Joseph has spent years helping brands succeed in their CX strategies by leveraging his people-first passion into customer-first policies. In this podcast, follow along on the with Joseph as he shares his LEAD framework for implementing the right mix of and human interaction at scale to add value to the customer experience and maximize brand success. The LEAD Framework for Shaping Success with Human Empathy, Digital Efficiency, and Delightful Experiences For brands, the question of is about how to invest in it as a strategic initiative and leverage it to accomplish quantifiable objectives. Rather than answer this directly, Joseph goes straight to the subject: the customer. Prioritizing the customer’s perspective is a simple yet powerful reminder that the fundamental goal of CX is to create experiences that make people want to repeat them and share them with other people. Joseph developed his LEAD Framework to guide each brand’s approach to achieving this goal. At one point in his career, Joseph was working as a consultant for a brand in the . This brand set an objective of improving their rating from a position in the twenties to the number one spot—an ambitious goal that Joseph helped achieve with a team of CX consultants 1 ½ years ahead of schedule. Here’s how Joseph leverages the LEAD framework to achieve remarkable success. Listen. Joseph explains that the first step of the LEAD framework is not just about with the ears. It’s about utilizing every tool a brand has at their disposal to observe and gauge customer sentiment. By watching and appreciating the customer experience throughout the journey of engagement, brands can identify the most high-value moments as well as the pain points likely to lead to increased . Gaining this understanding requires a combination of human interaction and digital tools. This step takes a multidimensional and cross-platform approach to listening that includes and surveys that reveal what customers are saying about their experience in their own words. , machine learning, data mining, and other technologies are vital resources for deploying a to listening that reveals the whole story of what customers need. Empathize. Listening to the customer journey at a deeper level allows brands to respond to customer needs with empathy. It’s important to acknowledge customer sentiment, letting them know that the brand has listened to their needs and values the . This requires a deft human touch to interactions that elevates the customer experience, leaving a lasting impression that inspires them to return for more. Add Value. With this information, brands can shift their focus to strategies aimed at adding value to the customer journey. In many cases, adding value is best facilitated by a that inspires out-of-the-box thinking. This is where technology plays a vital role. Technology such as chatbots and self-service options can predict and address potential simple inquiries without escalating to a live agent. Utilizing robotic process automation (RPA) is a proven way for brands and customers to enjoy the benefits of more efficient processes. Predictive analytics powered by can also alleviate pain points further along the customer journey. The objective is to continuously improve CX with proactive rather than reactive strategies. This approach encourages repurchase intent and fosters genuine between the customer and the brand, setting them apart from competitors vying for the same customer base. Delight. The last step is to create a distinctive, uplifting moment that makes the brand stand out to customers in a memorable way. In other words? Delight them. The goal of is to prioritize lasting customer satisfaction through operational consistency in three areas that matter the most to customers: meeting needs, reducing effort, and elevating the experience with a sense of delight. When executed consistently, customer delight functions as a powerful that engages your customers on a meaningful level, cultivating lasting satisfaction and loyalty. Additionally, when customers feel emotionally connected to a brand, they appoint themselves as brand promoters, spreading positive word of mouth and referrals. There is a correlation between people who report emotional connection to a brand and that brand’s achievement of high (NPS). Harnessing delight as a strategic tool has the potential to transform satisfied customers into the best members of your sales team. How Identifying Core Customer Segments Guides Effective Customer Journey Mapping CX excellence can be achieved by identifying opportunities across the journeys of and setting measurable metrics to track progress. For many brands, around 80% of customers can be represented by three or four core customer segments. By mapping their journey, brands can modify processes and technologies that create value over 3-5 years. To succeed over this span, Joseph suggests the following: Gain support from C-suite executives who support CX initiatives. The support of top leadership that appreciates the value of CX as a strategic initiative is invaluable. Some organizations reflect this value by creating the role of “chief experience officer” to guide developments that support exceptional CX. Invest in cross-functional teams who become CX champions. Leadership is only the beginning; a lasting CX revolution requires the involvement of the entire organization. This entails crafting a compelling vision that ingrains itself within the culture of the organization. Aligning the organization's messaging to nurture a strong results in who are motivated and empowered to promote smile-worthy experiences. Cross-functional teams can be equipped to serve as customer experience champions who, without being titled leaders, nudge the organization forward and keep a finger on the pulse of customer needs. Give the customer a seat at the table. In every room of the organization, the customer should have a presence, joining the conversation and factoring into decisions. The key to sustained CX success is maintaining a customer-first focus that listens to, empathizes with, adds value to, and delights the brand’s customers. Value Propositions That Elevate Engagement to Cultivate Customer Loyalty By leveraging an effective value proposition that cultivates emotional engagement and creates smiles, brands can strategically influence customer loyalty. Processes and procedures that are applied with empathy and nuance have the power to transform customers into more satisfied individuals that return value to the brand. Customer satisfaction is born when brands successfully transform positive, memorable moments into a loyal relationship sustained by consistently delightful experiences. Joseph’s LEAD framework presents an irresistible opportunity for brands to boost customer loyalty through a simple, customizable approach that harnesses the right mix of empathetic human interactions and efficient digital solutions to cultivate exceptional customer journeys. Backed by a proven record of success, Joseph continues to deploy this method as part of The Michelli Experience, empowering brands to achieve KPIs and gain a reputation for CX that with their customers. To learn more about Joseph, visit him on , , and his website at .  Watch the video . Read the blog post .   /episode/index/show/digitally-irresistible-podcast/id/28135070

iQor’s Nearshoring Success in Medellín, Colombia, Harnesses Talent and Culture 09/14/2023

iQor’s Nearshoring Success in Medellín, Colombia, Harnesses Talent and Culture Breaking New Ground for the Early Success of iQor Colombia This week, we welcome Fabian Garcia to the . Fabian is senior director of operations and country lead of . With 15 years of experience in contact center operations and a passion for the BPO industry, Fabian’s leadership has been instrumental to iQor’s early success in expanding to our first nearshore location in South America. Fabian began his career as a lawyer before discovering new and exciting opportunities in the BPO industry. His excellent performance and dedication to the industry propelled him through positions and inspired his passion for recruiting and developing successful agents. When approached by iQor about leading the launch of the company’s first South American call center in Medellín, Colombia, Fabian accepted the opportunity to build and grow a successful operation from the ground up with great enthusiasm. On this episode, we highlight how Fabian’s leadership has delivered positive results in this nearshore location through his ability to manage a call center while investing in the career growth and development of the frontline employees on his team. Fabian’s devotion to spearheading a brand-new operation, responding flexibly to client needs, and delivering desirable business outcomes for clients has resulted in impressive growth. As our Medellín location continues to deliver favorable results, a number of iQor’s clients are placing their trust in the unique talent and irresistible CX that iQor Colombia offers. Bilingual Talent and Cultural Compatibility Advance Medellín, Colombia’s Nearshoring Appeal According to Fabian, the foundation of Medellín’s contact center success is the remarkable passion and strong work ethic of the city’s inhabitants. is high, with agents driven to be successful while receiving support from iQor’s dedication to through positive employee experiences that lead to smile worthy customer engagement. Another key element of Medellín’s suitability for exceptional customer service is the availability of English-Spanish speaking population. The city boasts many universities and institutes that contribute to a highly educated English-speaking population. In recent decades, the city has prioritized its reinvention as a setting for business and , making it an ideal location for many industries, including BPOs, to thrive. The city’s flourishing industry is another factor that promotes competency with the English language. The influx of English-speaking visitors encourages intercultural communication that increases the local population’s knowledge of American culture. This awareness builds familiarity and cultivates a cultural compatibility between the local talent and iQor’s clients' customer base, facilitating high on a daily basis. Leading With Flexibility to Accomplish Client Goals Clients who have partnered with iQor’s outsourced BPO solutions in have noted the well-structured operations combined with a unique human touch that is essential for creating smile worthy CX. These qualities have contributed to the company's remarkable growth in a new geolocation in a relatively short span of time and highlight Colombia’s growing appeal as a destination. Fabian explains how, in a specific instance, a client requested to meet prospective before the operational phase officially began. Fabian promptly advertised the positions, resulting in an impressive response from individuals eager to join the company and willing to be interviewed by the client, who collaborated favorably with the hiring process. iQor places a high priority on providing CX expertise that incorporates with clients from the outset to meet all goals. Our nearshore outsourcing solutions utilize and strategies to identify new opportunities and provide the tailored support our clients need to succeed. In this situation, Fabian provided a responsive, flexible solution to the client’s request that satisfied their expectations. This proactive approach established trust in the local Colombian team and iQor as a provider of solutions and solidified a long-lasting client relationship that exists to this day. Looking Ahead to New Horizons for Nearshoring in iQor Colombia To accommodate the current growth rate, iQor plans to establish a second contact center facility in Medellín while exploring potential locations for a second city in Colombia to expand the company’s footprint in the country and increase the capacity of support for our clients. Fabian’s adept of call center teams and savvy business strategies have been pivotal in driving operational success in Medellín. His willingness to innovate in uncharted territory has fueled impressive growth and garnered positive feedback from the clients we support, helping establish iQor as a with our nearshoring solutions in Colombia. What Fabian Does for Fun When not working, Fabian’s first priority is enjoying time with his family. He also has a passion for soccer and Formula One racing. To learn more about Fabian, visit him on . Watch the video here. Read the blog post here. /episode/index/show/digitally-irresistible-podcast/id/28022319

The iQor Blueprint for Nearshore CX Outsourcing in Trinidad and Tobago 08/31/2023

The iQor Blueprint for Nearshore CX Outsourcing in Trinidad and Tobago Paving a Path to Success in Frontline Contact Center Leadership This week, we welcome Chevon Brathwaite to the . Chevon is senior manager of operations at with over 15 years’ experience in contact center operations and a passion for customer service and professional development for frontline employees. Chevon began his career working in contact center operations, gaining additional responsibilities and shouldering new roles as he displayed an aptitude for developing himself and others to excel in the business. His boots-on-the-ground experience as an agent and supervisor helped advance his career in the BPO industry with iQor Trinidad and Tobago, where he supports iQor’s clients through a diverse talent pool supported by a comprehensive infrastructure that delivers robust and performance for smile-worthy CX. On this episode, we discuss how Chevon paved the way for new client relationships with iQor in Trinidad and Tobago by maximizing the performance of his teams to exceed client KPIs while also investing in their personal and professional development. Earning Client Confidence Through Open Communication and Quality Customer Service Chevon began his career as a at the frontlines of customer care. As he gained experience, his authentic passion for providing exceptional customer service propelled his advancement to supervisory roles. Chevon’s experience as a call center supervisor provided him with a new perspective on customer service. Investing directly in his team’s well-being and professional development to aid their achievement of department objectives resulted in a significant and lasting impact on customer service culture within the company. Upon initially expanding services to Trinidad and Tobago, iQor gave Chevon the opportunity to join us as a critical operations resource. His years of hands-on experience fielding customer inquiries and managing teams in the region made him an ideal candidate. Chevon joined iQor, transitioning from a single-brand environment to a BPO environment servicing multiple clients. Chevon embraced the opportunity with great enthusiasm, leveraging his extensive contact center management experience. He set out to listen to the needs of all his clients and harnessed iQor’s resources to achieve the best outcomes for all the clients that his team supports. To accomplish this, Chevon emphasized close, with the client to achieve their KPIs, while maintaining his commitment to quality and security. The unique characteristics of the talent pool in Trinidad and Tobago combined with iQor’s high standards in client data privacy and protection empowered Chevon to support new clients and drive operations excellence at iQor. Why Trinidad and Tobago Is an Attractive Location for Nearshore Customer Service features a combination of strategic advantages that position it as an attractive location in the global outsourcing landscape. Chevon describes how the country’s unique qualities combine with iQor’s CX operations expertise to create optimal outcomes for the clients he and his team support. Geographically positioned below the , the islands’ location ensures a level of operational stability and minimizes the risks associated with weather-related events, making the two-island nation a reliable hub for businesses seeking reliable customer service operations. Trinidad and Tobago also boasts a population of young, college-educated, digitally savvy talent ready to delve into the world of customer service. This pool of skilled professionals offers a unique blend of technical aptitude and innovative thinking, paving the way for adaptable and creative solutions to customer interactions. The country’s population includes a large number of bilingual speakers, providing a competitive edge by enabling seamless communication with a diverse range of customers. While Trinidad and Tobago has its own distinct culture, it also shares many similarities with American culture, allowing for a seamless adaptation to the needs and expectations of American customers. This cultural compatibility fosters a sense of familiarity and understanding between agent and customer that drives higher customer satisfaction. Trinidad and Tobago is a nearshore customer service destination that blends geographic resilience, skilled talent, linguistic versatility, and American cultural synchronization to deliver top-tier customer experiences. Chevon's leadership focuses on integrating these benefits into optimized teams and operations strategies that yield powerful returns on investment (ROI) for iQor’s strategic partners, many of whom begin with one line of business and expand to multiple LOBs due to their success. The Positive Feedback Loop of Employee Experiences That Inspire Engagement and Deliver Exceptional CX In his role as senior manager of operations at iQor Trinidad and Tobago, Chevon is most passionate about working with people to cultivate and strengthen bonds between team members and customers. Investing in the success of his employees through and other support practices gives his work a sense of purpose and drives his commitment to managing with excellence. iQor’s succession planning and programs ensure that when Chevon invests in the success of his teams, he is helping each agent cultivate opportunities for their own professional advancement and support within the company. In one case, an agent on Chevon’s team was experiencing a personal challenge. Chevon took the time to understand what iQor could do to provide support while the agent navigated their circumstances. This agent received support and has since advanced to a management position, exemplifying iQor’s investment in tenured employees who create value for our clients. Chevon’s contribution to this process is critical to creating positive employee experiences driven by evidence-backed retention strategies that and build employees into leaders. 3 Irresistible Benefits Driving Client Expansion Into Nearshoring With iQor Trinidad and Tobago Chevon has been integral in maximizing Trinidad and Tobago as an attractive nearshoring geolocation to build and expand client relationships. One of iQor’s clients had not previously outsourced to a nearshore location and expressed an interest in learning more. Chevon met with the client, highlighting his team’s capabilities and the location’s benefits. Chevon emphasized three areas that ultimately inspired the client to expand their partnership with iQor to include nearshoring services in Trinidad and Tobago. 1. Rapid, efficient onboarding. The client was impressed by the iQor Trinidad and Tobago’s swift process, which seamlessly recruited and trained new talent, demonstrating remarkable efficiency and a commitment to delivering results from day one. 2. Data security and protection. A top priority for the client was iQor’s unwavering commitment to stringent data protection protocols and maintaining top-tier security compliance, instilling confidence in the safety of sensitive information and fostering a trustworthy partnership. iQor provides this peace of mind for all clients in all geos with best-in-class CX cloud infrastructure and multi-layer security protocols. We continuously invest in a dynamic approach to cybersecurity that leverages the most up-to-date trends in security awareness with multi-factor authentication, network security, data security, device authentication, and continuous monitoring of client and customer information. 3. Bilingual talent. The availability of a bilingual talent pool in this geolocation helped solidify the client’s decision to nearshore their operations with iQor Trinidad and Tobago. Linguistic familiarity helps provide seamless customer service across a diverse array of inquiries, simplifying interactions and maintaining . Investing in Leadership Is Key to Success in Every Geolocation At iQor, we recognize that the cornerstone of success lies in a strategic investment in leadership. Chevon’s consistent excellence in contact center roles showcased his capability of providing the guidance, motivation, and direction to navigate diverse customer needs as a senior operations manager while keeping up with the ever-evolving BPO industry. Since taking on the responsibility of senior operations manager at iQor Trinidad and Tobago, Chevon’s coaching and support practices have consistently inspired optimal performance from the diverse talent pool he manages. His proven ability to oversee the onboarding process, along with the availability of a bilingual workforce and iQor’s commitment to data security, have inspired client confidence in nearshoring with iQor Trinidad and Tobago, driving successful client outcomes with exceptional customer service. What Chevon Does for Fun Like many Trinidadians, Chevon enjoys soaking up the sun and surf on the beautiful local beaches. He also enjoys binge-watching movies and spending time with his family. To learn more about Chevon, visit him on . Watch the . Read the . /episode/index/show/digitally-irresistible-podcast/id/27891054

The Fusion of Heart and Science for Effective CX 07/13/2023

The Fusion of Heart and Science for Effective CX Leveraging a Career in Sales and Marketing for CX Innovation This week, we welcome Stacy Sherman to the Digitally Irresistible podcast. Stacy is an award-winning keynote speaker, author, advisor, and host of the “Doing CX Right” podcast. Stacy began her career in sales and marketing and has held multiple leadership roles at major companies over the past 25 years. Her approach to “doing CX right” is based on real-world experiences as a strategist and practitioner of customer service experiences. Her HEART & SCIENCE™ Framework for CX enables companies to accelerate loyalty and revenue through empowered workforces. On this episode, we discuss how Stacy’s innovative framework maps out irresistible customer journeys by transforming the relationship between brands, their internal teams, and their customers. How an Interest in Consumer Behavior Paved the Way for an Award-Winning Approach to CX Stacy’s journey to CX expertise began in a high school advertising class. Fascinated by the topic of subliminal advertising, she knew she wanted to launch a career in sales and marketing to understand the underlying psychology of consumer behavior. She held several roles in sales and marketing long before customer experience became a buzzword. Early on, she developed her approach to an experience-based customer journey based on her own real-world experiences with customer behavior and brand engagement. While working on e-commerce optimization and marketing for a telecommunications company, Stacy was given the opportunity to explore and implement voice of the customer and other CX best practices. She built her understanding from scratch, drawing on her years of experience as an employee, a manager, and a customer to identify gaps in those relationships to improve the customer journey. This resulted in a two-pillar approach to CX that Stacy calls her HEART & SCIENCE™ Framework. Each pillar forms an acronym representing best practices to revolutionize the customer journey from the inside out. Together, the framework incorporates empathy, psychology, data, and scientific methodology that equips brands to drive customer engagement, boost loyalty, and empower their employees to be customer centric. Connecting Heart and Science to Create Incredible Customer Journeys Stacy’s wealth of experience taught her the interconnectedness of the customer experience and the employee experience. Effective CX is cultivated by rallying internal employees and frontline customer service agents around a united purpose. Her framework emphasizes company-wide collaboration fueled by the common goal of providing positive customer experiences. The HEART Approach Stacy’s initial fascination with the psychology of consumer behavior is represented in the first pillar of her framework, HEART, which describes best practices for both experience-based management and experience-based customer service. For Stacy, this is about going beyond profitability to bring the heart into business. Here’s how her HEART acronym breaks down: Honest and authentic communication. Employees and customers value transparency, honesty, and authenticity in brand messaging and internal operations. Empower to deliver excellence. Set your teams up for success by equipping them with the resources they need to provide exceptional CX. Appreciate and design for DEI. Apply diversity, equity, and inclusion practices to all aspects of the CX space. Relationship building. Commit to a relationship approach that emphasizes the value of each individual in the customer journey—from the customers themselves to sales teams, customer service representatives, and employees in other departments. Tailor and personalize. Invest in messaging and experiences that are personal to each customer and meet their needs efficiently and effectively. The SCIENCE Approach The second pillar, SCIENCE, brings data and scientific methodology into the equation. Stacy explains that internal and external operations must be supported by measurable results to drive customer engagement with truly effective CX. Here’s the breakdown of the SCIENCE acronym: Segment and measure by persona. To create a customer journey, you have to know who will take that journey. Identifying detailed customer personas guides relevant brand messaging and customer support. Collect feedback. It’s critical to develop effective means of gathering and analyzing feedback from customers and team members on a consistent basis. Implement tech for analysis and prioritization. Acquire interaction analytics and machine learning technology that meets your brand’s needs for gathering and analyzing data. This process needs to be ongoing to implement necessary changes based on the feedback received. Evidence to get buy-in. Gather results that speak to executive decision-makers to ensure that priorities are aligned from the top down. Numeric and qualitative. Present both quantitative and qualitative data to build a multi-level foundation for your brand’s CX effectiveness. Collaborate and break siloes. Seamless customer journeys require effective interdepartmental collaboration with informed and prepared teams. This includes eliminating siloes between teams as well as siloes between information sources. Experiment. Stacy follows the acronym TAAR: test, analyze, adjust, and repeat regularly to provide customer experiences that evolve along with their needs. Communication and Collaboration Form the Cornerstones of CX Success Together, the HEART & SCIENCE™ Framework meshes for active journey mapping that takes the entire customer journey into account. It creates an environment where everyone at the company—from frontline sales agents to back office employees—can experience the domino effect of how each role affects another and contributes to the overall customer experience. This cross-functional collaboration goes beyond employees by creating processes for brands to engage directly with their customers. Stacy’s framework emphasizes the importance of receiving feedback directly from customers. While advice from sales teams about customers is valuable, receiving direct input from customers about what they need to be and remain loyal customers is critical for sustained CX. Encouraging open communication is at the heart (and science) of Stacy’s innovative CX framework. HEART & SCIENCE™ in Action Stacy’s HEART & SCIENCE™ Framework guided CX excellence at an international engineering company. Employees at this company initially showed some resistance to embracing a customer-centric model. Stacy developed a team to implement the CX initiative and ultimately helped them learn how this approach would drive benefits for employees and customers alike. Over time, Stacy’s team’s diligent work helped the company grow its potential to embrace CX as a core priority. She implemented her framework with programs, activities, celebrations, and media that built momentum for CX. Now the company shows up for customers every day with empathy and more transparency. By embracing authentic engagement, the customer feedback the engineering company receives goes beyond measures like net promoter scores (NPS) and identifies specific customer needs as well. Stacy’s HEART & SCIENCE™ framework has encouraged a cultural revolution that prioritizes CX and invests in the tools needed to create an irresistible customer journey. Her fusion of empathy-based HEART principles and quantitative SCIENCE strategies results in a comprehensive framework that empowers and improves the employee experience, boosts customer engagement to drive loyalty, and provides quantitative returns for brands—creating smiles for teams and customers alike. What Stacy Does for Fun Stacy is a talented backgammon player and used to travel internationally to compete in tournaments as a child. More recently, she has learned to play pickleball and says that the social outlet it provides has been a game changer in her life. To learn more about Stacy, visit her on and her website at . Read the blog post . Watch the video . /episode/index/show/digitally-irresistible-podcast/id/27433020

The Future of Customer Experience in Construction Is Now at EDiS 06/15/2023

The Future of Customer Experience in Construction Is Now at EDiS Building a Strong Foundation for Customer Experience in the Construction Industry This week, we welcome Brian DiSabatino to the . Brian is a fourth-generation owner and CEO of EDiS Company, a family-run construction company that has served regional communities in Delaware and beyond for over 100 years. Born and raised in the construction industry, Brian knows firsthand that its hyper-competitive nature has created a perception among customers that each company is an interchangeable commodity. Brian became motivated to differentiate EDiS from other construction companies through a unique value proposition that emphasizes customer experience. Brian and his team studied brands and leaders in other industries with good customer experience models and asked themselves, “If these companies were in the construction industry, how would they do it?” This exercise reaffirmed their commitment to implement practices that reflect EDiS’s core values and provide an experience that exceeds expectations throughout the customer journey. On this episode, we discuss how, under Brian’s leadership, EDiS developed a four-pillar approach to customer experience based on alignment, authenticity, accountability, and action. Through this innovative approach, EDiS has differentiated itself from others in a competitive industry in their region and set a high standard for the customers they serve. Taking a Page From Other Industries to Build Customer Loyalty That Spans Generations At his grandfather’s funeral, Brian spoke with a gentleman who had worked with Brian’s family beginning at a young age. He described how the company’s workers devoted themselves to building and renovating schools, cathedrals, community centers, office buildings and other projects that went beyond mere structures. Many became landmarks that changed their communities for the better. Reflecting on EDiS’ history in the community launched Brian’s journey to reinforce a strong connection between construction and community building. Since 1987, Brian has defined his role as a fourth-generation owner by considering strategies to rebuild these connections in an industry that has lacked a reputation for good customer experience. EDiS has inherited customers through connections Brian’s great-great-grandfather began making 115 years ago, so he asked himself the question: “What creates a level of customer loyalty that spans over a century?” To answer this, Brian looked beyond construction to other industries and brands that prioritize the customer experience. He found admirable examples in hospitality, retail, and other industries that provided inspiration to emulate when developing a customer experience strategy specific to the construction industry. The result? A four-pillar approach to customer experience that focuses on the customer’s journey with a deeper understanding of their wants and needs, combined with an ongoing commitment to community support. This shift in strategy has positioned EDiS to begin a new chapter in its century-plus contribution to construction in the region that it serves. A 4-Pillar Approach to Customer Experience Brian’s research and networking efforts led to his four-pillar approach to design, develop, and manage construction projects. As the CEO, Brian’s journey has made him reflect on building what matters, a core value of EDiS. This approach reaffirms the age-old values of community and quality the company stands for while also meeting the expectations of modern-day customers accustomed to great experiences from other brands, which has raised the bar for EDiS. 1. Alignment The first pillar is about setting the intention to meet your customers’ needs. Meeting the core expectations of a customer, such as good food at a restaurant, is table stakes. For a truly exceptional customer experience, companies need to understand their customers’ wants and needs in more detail and go above and beyond to provide a personalized experience that exceeds their expectations. Dialing into the customer’s needs and aligning your service accordingly can create extraordinary results that build loyalty through small acts such as seating a couple on a first date in a quiet corner or providing a candle in the dessert on someone’s birthday. 2. Authenticity The second pillar is about delivering on the high standards set for meeting customer needs. After you understand your customer, you need to provide service that exceeds their expectations throughout every step of the customer journey. This includes the “back of the house” moving parts that will indirectly influence your customer’s experience. 3. Accountability The third pillar is about articulating these expectations to your team. In the construction industry, there is a stereotype of a superintendent yelling at their staff that a project isn’t moving fast enough. A more effective way to keep teams accountable is to maintain mechanisms for feedback that celebrate positive performance and boost employee engagement. Encouraging excellent communication through people, processes, and technology is critical for effective feedback loops that provide accountability. 4. Action The fourth pillar is about pulling everything together and walking the walk. In addition to going to seminars and reading books for inspiration, you have to hire people, develop processes, and gather data to deliver exceptional customer experiences. When receiving both positive and constructive feedback, the company needs to be open to acting on potential solutions. Breaking the Mold for Customer Expectations in the Construction Industry It’s no secret that the construction industry isn’t always recognized for high-quality customer experience. Brian’s decision to make customer experience a core business model isn’t just nostalgia; it’s a savvy strategy that has opened doors to technological innovations, employee satisfaction, and customer loyalty that have improved outcomes at every level of the business. New Processes for Delivering Exceptional Service Improve Outcomes for the Whole Community Since implementing the four-pillar approach, EDiS has utilized a branded process to gather intelligence and context on each customer such as: · Has the customer ever had a project go wrong? · Does the customer have any budget concerns aside from the stated budget? · How does the customer define success? · What players or stakeholders are involved in this project? · Who are our customer’s customers and what’s important to them? For example, when building a school, any number of factors can delay the project. No matter what, school still opens in August. Parents, teachers, and students all rely on EDiS to complete construction (or renovation) on time on a building that is essential to the community. This process identifies crucial factors that bring the company into alignment, allow them to deliver, hold them accountable, and equip them to take action. Empowering an Exceptional Employee Experience EDiS’ four-pillars for exceptional CX have revolutionized their team’s approach to going to work every day. Their strategy is built on collaboration, so all processes are team oriented and emphasize effective communication. Their work culture stands out in the industry through positive reinforcement and a growth mindset. Everyone in the company complements each other’s strengths and brings something to the table for one another. Just like their customers, potential hires and tenured employees appreciate knowing that the company they work for can align with their values and deliver an authentic experience. Sharpening the Company’s Competitive Edge in the Construction Industry Through Tech-Enabled Teams Listening to customer concerns created positive ripple effects across the quality of service EDiS offers. In one example, EDiS customers voiced that high contingency spending was a top concern in their decision to select a construction company. EDiS invested in developing a digital modeling program to reduce potential contingencies by harnessing technology to diagnose the building’s design before breaking any ground. By actively listening to customers, EDiS made their construction projects safer and prevented contingency situations that would lengthen the project timeline and increase customer costs further down the road. Investing in technology has allowed them to provide the best results for their customers and communities. In the next 10 years, Brian foresees the continued evolution of technology in the construction industry. The digital transformation has already changed the customer psyche across all industries, so it’s critical to capture that curve. Employees who work in construction will increasingly need to be familiar with technological advances. By embracing technology and empowering teams to deploy it effectively, EDiS can differentiate themselves from the competition and provide a better experience for their employees and customers alike. A Customer-Centric Culture Drives Growth While Aligning With Core Values Throughout his leadership journey, Brian’s vision for EDiS has been to build what matters. In the construction world, this means providing a service that is safe, efficient, and timely. At EDiS, it means going beyond service to create an experience that shows customers they are valued and creates smiles throughout the entire customer journey. Brian's investments in technology support his four-pillar approach to align with customer needs, ensure authenticity, hold his company accountable, and take decisive action toward implementing and improving processes. Brian’s customer-centric focus differentiates his company from others in the industry and inspires his customers to choose EDiS over competitors. Valuing the human element of the industry has also improved the employee experience, encouraging workers to value communication and collaboration to provide a differentiated experience. Brian’s innovations have created opportunities for the company to thrive in a future defined by technology, efficiency, and community connection that enables continued growth while staying true to the values his family began building over 100 years ago. What Brian Does for Fun As Brian’s last name, DiSabatino, suggests, a love of cooking and eating Italian food is in his blood. His favorite pastimes include spending time with his three children and enjoying the meditative benefits of fly fishing on the upper Delaware River. To learn more about Brian, visit him on and his website at . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/27149784

Empowering Women in the Contact Center Industry: The Story of CCWomen 06/01/2023

Empowering Women in the Contact Center Industry: The Story of CCWomen The Power of Connection: How Networking, Advocacy, and Community Drive Professional Growth for Women in the Customer Contact Industry This week, we welcome Sandy Ko to the . Sandy is the founder and principal of CCWomen, a networking and advocacy community for women in the contact center industry. After joining the contact center industry, Sandy recognized a need for women to find networking, mentorship, and leadership connections among other professional women with similar experiences. In 2018, Sandy founded CCWomen within her customer contact parent company, Customer Management Practice (CMP), to create a space for women to discuss their careers, share information and opportunities, celebrate each other’s successes, inspire professional and personal growth, , and create meaningful change for diversity and inclusion. On this episode, we discuss how Sandy’s commitment to connection, networking, and leadership helps women in the contact center industry achieve their professional goals within a thriving community of like-minded people. How One Woman’s Search for Belonging Built Bridges Across an Industry Sandy is living proof of the strength in embracing change when building a meaningful, successful career. She changed careers from music education to event planning before finding her passion in the . Integral to Sandy’s success in this industry was her approach to authenticity and connection that began in her childhood. At a young age, Sandy moved to the United States with her family. Facing a new culture with unfamiliar customs, Sandy’s family found a sense of belonging with the Korean American community that helped them integrate into the broader culture through shared experiences and support. As an adult on her career journey, Sandy found the same need for connection in her professional life. Joining the customer contact industry gave Sandy the opportunity to go to a conference where she met other professional women who were ambitious, strong, and inspirational. That’s when it clicked: the key to a career path that inspires authenticity and success is community. The same sense of belonging her family found within the Korean American community could provide a model for networking, mentorship, and community for women in Sandy’s chosen field. Sandy reached out to some of these women to meet over 7 a.m. mimosas on the last day of the conference. This informal meeting ignited the spark that led to the launch of CCWomen. In the five years since these encounters, CCWomen has grown into a thriving community of women who are redefining the customer contact industry. The growth of CCWomen demonstrates how providing venues for professional networking and community-building inspires excellence, creates a culture of authentic connection, and drives industry-level . Paving the Path to Empowerment for Women in the Contact Center Industry To make her vision for CCWomen a reality, Sandy leveraged her background in event planning and love of organizing. Her goal was to develop events that would serve as a platform for community building, support, and empowerment for women. In addition to in-person events, Sandy recognized an opportunity to create through content generation, social media, and more to build CCWomen into an authoritative hub of resources for the industry. Tri-Annual CCWomen Summits Each year, there are three CCWomen Summits that women and allies can attend. Sandy invites industry experts, emerging leaders, life coaches, and other speakers to engage attendees on a wide range of subjects. These speaking engagements, masterclasses, and discussion panels provide a space for women in the industry to have open conversations in a professional and supportive environment. These events provide a wealth of information and networking opportunities that help attendees grow and succeed as professionals in the customer contact industry. Topics and conversations also go beyond work. Real community means providing support for other needs such as maintaining a work-life balance and encouraging self-care alongside professional growth. Also critical to CCWomen’s messaging is a commitment to diversity, equity, access, and inclusion. In addition to advocating for women, the CCWomen Summits provide a platform for advocates to promote awareness and action for disability rights, religious inclusion, and more. Their efforts have pushed meaningful progress for across the industry. Providing Strategic Toolkits Through Content and Resources in the Digital Sphere Beyond their events, CCWomen builds a sense of community online and through social media. Sandy worked to create a CCWomen website to serve as a central hub for resources, tools, and content for women in the customer contact industry. CCWomen’s content—from articles to podcasts to social media engagement—broaches topics like work-life balance, leadership skills, salary negotiations, and more. Sandy’s goal is to build strategic toolkits of information and resources that members can use to define their own goals and set boundaries to grow both personally and professionally. Education, Conversation, and Storytelling All Contribute to the Success and Support of CCWomen’s Community Together, these events and resources have succeeded in building a community of women and allies who invest in each other’s success in real, meaningful ways. Sandy encourages the members of CCWomen to networking and build connections. Everyone needs support and community to thrive personally and professionally. Sharing these conversations and stories provides encouragement and also has the potential to build lifelong friendships. The CCWomen Hall of Fame CCWomen also strives to celebrate the success of individuals within their community. The CCWomen Hall of Fame is a yearly event that acknowledges the achievements of established and up-and-coming women making a significant impact in the customer contact industry. By sharing the success of these women, other members of the community can find inspiration and networking opportunities for their own success. The Four Pillars of a CCWomen Hall of Fame Inductee There are four pillars, that describe the qualities and achievements every CCWomen Hall of Fame Inductee possesses: 1. Build the Stage – Empowering other women and providing them opportunities to shine through . 2. Crystal Clear – Valuing transparency by having the courage to conduct research, talk about tough topics, set high standards, maintain boundaries, and keep commitments. 3. Skin in the Game – Leading with action to create communities and inspire engagement in a way that prioritizes compassion, connection, and a shared sense of humanity and community. 4. Ready for Change – Moving the bar for all underrepresented women and allies in measurable and enduring ways that break barriers and promote diversity, equity, access, and inclusion. From Morning Mimosas to Moving Mountains in the Contact Center Industry, CCWomen Continues to Grow CCWomen membership is always growing. Sandy’s goal is to continue inspiring women to find support in the space CCWomen provides and embody their mission and purpose. Sandy sees unlimited potential for CCWomen to invite allies to join in her efforts and expand outside the United States to further enrich and diversify their community. Sandy’s efforts have grown CCWomen from an informal gathering over mimosas to a series of impactful events held over the course of each year. This community of empowered, industry-shaping professional women provides proof of what can be accomplished when they come together to invest in each other’s success, share experiences and insight, and inspire a culture of growth and . CCWomen’s efforts enable professional growth while also meeting the need for community and promoting advocacy efforts that embody community values and create smiles within and beyond the contact center industry. What Sandy Does for Fun Though her parents were avid golf fans, Sandy only recently decided to pick up her mom’s clubs and begin her journey to becoming a golf master. She loves the satisfaction of improving at a difficult sport and enjoys networking on the greens with friends and colleagues. To learn more about Sandy, visit her on and the CCWomen . For more information about upcoming CCWomen events, visit their . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/27002937

Customer Experience Meets Employee Experience in the Moving Industry 05/18/2023

Customer Experience Meets Employee Experience in the Moving Industry A Unique Employee Compensation Plan Boosts Customer Satisfaction and Re-Defines the Moving Industry This week, we welcome Ron Holt to the . Ron is the CEO of Pink Zebra Moving and a serial entrepreneur with specialties in startups, franchise development, management, and leadership. Over nearly two decades, Ron built his first startup, a cleaning service called Two Maids and a Mop, into a nationwide multimillion-dollar franchise. He developed a unique employee compensation model based on customer ratings that incentivizes high-quality customer service. Ron’s emphasize treating employees with empathy and prioritizing a positive customer experience. Ron’s current startup, Pink Zebra Moving, is using the same business model to redefine customer expectations about the moving experience. On this episode, we discuss how Ron’s determination to deliver with a focus on fun is disrupting the moving industry and driving positive outcomes for his brand, employees, and customers alike. An Entrepreneur on a Mission to Provide Positive Moving Experiences and Overhaul an Industry Ron’s entrepreneurial mission began 20 years ago when he left his job in corporate America to pursue an entrepreneurial career path. He selected the home services industry and saved money until he could open his own cleaning business, which he named Two Maids and a Mop. The company achieved impressive growth through nationwide franchising success, but rather than sit back and enjoy his accomplishments, Ron decided to do it all over again. He sold Two Maids and a Mop and started a new kind of moving company, which he named Pink Zebra Moving. Like many things in life, Ron’s idea to start a moving company originated from a personal experience. His mother-in-law hired a moving company and encountered obstacles in nearly every step of the process. Ron recognized an opportunity to consider his mother-in-law’s experience through the lens of an entrepreneur and start a company that would prioritize in the moving industry. His goal was to disrupt the moving industry through a CX business model. Ron envisioned to be a moving company like no other, committed to providing customers with service that is not only effective but also fun. His unique, relationship-centric business model—already a proven success with his first startup—is setting the stage for Pink Zebra Moving to overhaul an entire industry through positive CX, highly motivated employees, and fun experiences that create smiles. Connecting Customer and Employee Experience to Create a One-of-a-Kind Moving Company Before starting Pink Zebra Moving, Ron realized that his mother-in-law’s experience was not unique. All across the U.S., moving companies were consistently missing opportunities to deliver . With true entrepreneurial spirit, Ron accepted the challenge and decided to revolutionize an industry to create positive employee and customer experiences. To successfully , Ron first had to understand and empathize with what the process entails. He put himself in the shoes of a customer needing to hire a moving service and identified areas where he could replace friction points with positive experiences and improve the overall quality of the service. Next, Ron strategized to solidify the approach his employees would use to provide a uniquely positive moving experience. Ron realized he needed to do two things: build a relationship with each customer to personalize their experience and bring a sense of fun to the moving process. By prioritizing CX from the moment the customer books the moving service to following up before the move date, Ron makes customers feel valued before the move even begins. With this in mind, Ron devised several revolutionary methods for customer engagement and positive CX to take place before, during, and after the moving process. Before the Move Most customers book a moving service several weeks ahead of the move. Ron realized this was an opportunity to right out of the gate through texts, videos, and other communications with a strategic focus on . One example of customer communication is a video that shows the moving employees working out in a gym, symbolizing how the movers train for the upcoming move. Ron admits it seems a little silly. He also believes this type of communication is vital for establishing a relationship with the new customer and setting the stage early on to be more than just another commodity in the mind of the customer. In addition to the fun material, Ron also sends out practical tips that help the customer make decisions about their moving experience. These materials educate customers and manage expectations about what the moving process will entail, which helps bring customer and company goals into alignment. As an extra special touch to boost the customer experience, Pink Zebra Moving delivers a free meal to the customer the night before the move. Ron recognizes that the simple act of providing a meal is vital to achieving the kind of customer-brand relationship that allows his company to stand out through memorable customer service. During the Move Normally, having a team of strangers in your home for several hours to move all your belongings is an awkward experience for everyone involved. Ron developed a moving day procedure that breaks the ice through fun employee engagement and setting up speakers throughout the home to set a positive mood with “Happy Playlists.” This family friendly, fun-focused strategy makes people want to smile and creates conversations that would not occur otherwise. Ron knows that customers expect the moving company to do the work they were hired to do, so his process delivers quality and efficiency while creating a unique and positive experience for the customer. By leaving room for fun, Pink Zebra Moving’s moving day method improves customer satisfaction (CSAT) even further. After the Move Ron’s pièce de résistance is to leave customers a “Surprise Box” that they will discover when they unpack at their new home. It looks like their other boxes and contains things such as candy, trinkets, and a personalized item that employees select based on details gleaned over the course of the customer’s relationship with the company. The last “personal touch” from the company also has a practical side. The day after the move, the branch manager sends a personalized video message to the customer, using their first name. This gives customers a sense of calm and confidence that even if something isn’t perfect, the company is available to ensure they have the best experience every step of the way. This demonstrates to the customer that the company will to high standards for CX to earn the customer’s loyalty for the next time they need to hire a moving service. Incentivized, Purpose-Driven Employees Are the Movers and Shakers Who Make This Innovative Vision a Reality Ron’s innovative ideas are successful because he invests in the employees who deliver his vision with every customer interaction. He believes in meeting his employees’ needs for work that pays well while also imparting a higher sense of respect, value, and purpose. Ron strives to create a positive and successful employee experience in two primary ways: 1. Pay-for-Performance Worker Compensation Plan Ron’s compensation plan empowers employees to earn wages well above the market standard by going above and beyond in their performance to provide exceptional customer service. Customers rate their level of satisfaction with the service, providing employees with motivation and feedback to align their personal and professional priorities with the . 2. Inspiring Purpose by Personally Investing in Employee Potential Ron believes investing in the personal and professional goals of his employees is the best way to inspire loyalty and exceptional performance. He takes time to ask each employee what their dreams are. Working together toward a future goal deepens the connection with the employee. By identifying a , employees are inspired to achieve that goal, and it gives them a reason to work hard and perform well. In one example, Ron shared his experience as an entrepreneur to help an employee fulfill their dream of starting their own moving company. Ron’s personal investment in this employee led to and ratings during their time with the company and fostered a connection that lasted beyond the employer-employee relationship. Employees appreciate when a company is sincere about investing in their success, and real-world outcomes like this are critical to cultivating a positive, effective employee experience. From Disruptive to Transformative: How Fun and Positive CX Can Pioneer Industry-Wide Changes and Turn the Moving Experience Around Ron’s goal for Pink Zebra Moving is to create a moving experience that customers look forward to by increasing the quality of the service and adding positive experiences throughout the moving process. Ron believes that returning to good, old-fashioned customer service is the key to making customers and employees smile—changing the moving industry for the better. His purpose as an entrepreneur is to create a new category of “happy movers” across the U.S. through positive, fun CX strategies that increase CSAT and inspire loyalty. What Ron Does for Fun Given Ron’s determination to make work fun, it’s no surprise that he knows how to have fun outside of work, too! With a lifelong interest in baseball, he spends much of his free time cheering on his daughter at her softball games and his son at his baseball games. When not on the playing field or in the stands, he and his family also enjoy spending warm weather days soaking up the sun on a boat. To learn more about Ron, connect with him on and on his website at . Discover franchising opportunities with Pink Zebra Moving . Read the blog post . Watch the video . /episode/index/show/digitally-irresistible-podcast/id/26872923

Maximizing Employee Potential Through Career Pathing and Development 05/04/2023

Maximizing Employee Potential Through Career Pathing and Development Creating a Thriving Culture Shift for iQor Employees Through Organizational Development This week we welcome Mark Monaghan to the . Mark is vice president of organizational development at iQor, driving the transformation of leadership development programs for iQor’s 40,000 amazing employees spanning 10 countries. Mark’s rich background in human resources and training and development has fueled his passion for leading iQor’s organizational development initiatives. His work focuses on building programs that positively impact the lives of iQorians through coaching and career advancement. On this episode, we discuss how Mark’s organizational development approach to employee career pathing enables iQorians to “Be More with iQor” and creates value for the clients who trust iQor to help achieve their goals. Transforming Employee Growth Through Organizational Development Mark’s journey to a career in organizational development was shaped by the valuable skills and experiences he gained along the way. He earned his undergraduate degree in telecommunications and film production. By his late twenties, Mark became managing partner with a national restaurant chain. Though he enjoyed the work, he wanted something he could really put his heart into. After reassessing his passions and priorities, he decided to earn master’s degrees and certifications in human resources. He worked in HR for over a decade before accepting a corporate training position with iQor. The chance to develop people in positive ways made him fall in love with the world of training and development. His contributions helped expand iQor’s focus on training and onboarding to address broader organizational development. Mark has been at the forefront of iQor’s shift to organizational development, providing leadership and proven strategies to support employees at every level of the company. His organizational development programs have won awards and created smiles for iQorians and clients alike. The efforts of Mark and his team embody iQor’s commitment to building rewarding that support career growth and drive excellent CX. Career Pathing Is the Way Forward for Maximizing Employee Potential iQor has historically emphasized onboarding and training for new agents and supervisors. While this remains an important focus for iQor, providing developmental opportunities at all leadership levels is also imperative. In 2022, iQor brought in new senior leadership to focus on training, allowing Mark to focus on organizational development. Mark is instrumental in building leadership programs and workshops that focus on all employees, from agents to all levels of managers. He built career pathing into these levels, providing a leadership pipeline to maximize iQor’s investment in its employees, resulting in new avenues for growth. iQor’s sQholar Program Enables Agent Leadership Frontline customer service agents and supervisors comprise the majority of iQor’s global workforce. In 2017, Mark helped launch iQor’s to enable the advancement of agents into leadership roles. An assessment of the existing training identified opportunities to improve its effectiveness. The sQholar Program was designed to drive specific KPIs along with other behaviors through a comprehensive coaching workshop. Mark and his team reduced a six-month-long training program to four months while also improving outcomes across multiple metrics. Frontline agents with the initiative to progress to the next stage of leadership are equipped to provide quality service and , aligning employee career pathing with the growth expectations of iQor’s clients. The Award-Winning iLead Next Level Career Coaching Program Drives Leadership Potential The next level of iQor’s organizational development strategy is the iLead Program to provide career pathing into higher levels of leadership. The program applies iQor’s Leadership Competency Model, which describes the four levels of employee career pathing: 1. Leading Oneself – Agents beginning their leadership journey. 2. Leading a Team – Frontline supervisors. 3. Leading a Department – Manager of managers. 4. Leading a Vision – Executives who drive strategy and results. Each step aligns with that ensure an employee’s position is about more than just a title. The program uses a mentor/mentee style dialogue to assess these competencies and encourage the relationships at the heart of iQor’s leadership structure. In March 2023, iQor was awarded a . Mark expressed pride in his team and the program for achieving this in the first year and a half of a global rollout. For Mark, this indicates that people recognize the difference iLead makes in the lives of iQor employees and the unlimited potential it has for improving output at every level. 3 Values of Effective Leadership iQor’s training programs and coaching workshops provide many metrics for assessing and enabling leadership success guided by these three key values: 1. Accountability It’s important for leaders to hold themselves accountable, asking themselves “did I set up this person to fail or to succeed?” This models the ability to provide honest self-assessments and remain solution oriented. Accountability is critical for maintaining the relationships at the core of advancing employees into new leadership roles. 2. Resiliency Mark says that in order to guide employees, leaders must have the capacity to withstand and recover quickly from obstacles. This true grit factor is especially critical in the BPO industry, which requires leaders who can thrive in a world of advancing technology, shifting client needs, and dynamic client priorities. 3. Servant-Leadership Mindset Effective leaders lead by example. An empathetic approach provides a respectful, safe atmosphere that allows employees to grow through recognition and appreciation. This culture of support and trust empowers employees who are intrinsically motivated to be the best they can be by developing their leadership potential. Culture of Learning is Key for Organizational Development Teams Underlying these three values of effective leadership is a culture that facilitates . iQor's active learning strategy involves fundamentally reimagining the classroom for career learning through the application of research-driven adult learning principles and incorporates our expertise in work-at-home (WAH) and virtual learning processes. iQor has embraced methods and technology proven to increase employee engagement and provide effective learning and coaching. These methods emphasize collaboration, engagement, and active dialogue between coaches and employees. When learning strategies embody these priorities, employees are happier, more productive, and better suited to invest in their own development with iQor. Organizational Development Creates Teams That Consistently Exceed Client Expectations The sQholar and iLead Programs have been enormously beneficial for iQor’s employees and, consequently, for iQor’s brand partners. These programs empower Mark to share measurable results with clients pertaining to the effectiveness of iQor’s teams and training platforms. Career pathing aligns iQor’s internal messaging with client priorities by ensuring that employees at every level are driven to create smiles for themselves, their teams, their customers, and the brands they serve. What Mark Does for Fun When not building leadership programs from the ground up, Mark enjoys taking his vintage Corvette for a spin around his family’s home base in Charleston, South Carolina—a hobby that he and his son enjoy together. He is also a science fiction fan with a large collection of sci-fi memorabilia! To learn more about Mark, connect with him on . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/26717439

A Guide for CX Leaders to Create a Plan for Unshakeable Customer Loyalty 04/20/2023

A Guide for CX Leaders to Create a Plan for Unshakeable Customer Loyalty The Psychology of Customer Engagement: How Loyal Customers Accelerate Growth and Provide a Competitive Advantage This week we welcome Jermaine Edwards to the . Jermaine is a leading customer growth expert, advisor, international speaker, and award-winning author. With more than 20 years of sales and experience, Jermaine specializes in working with brands to build customer loyalty. Since 2016, his clients have delivered more than $250 million in value to their customers. His revolutionary customer loyalty strategies improve fuel revenue, and provide a competitive advantage in tough market conditions. On this episode, we discuss how Jermaine’s secrets of unshakeable loyalty use proven psychological principles to engage customer loyalty and accelerate brand growth. Advising Brands in Customer-Oriented Strategies for Success A self-described Jamaican farm boy who grew up in London and studied in Germany, Jermaine became a customer-growth enthusiast because of great he had early on in his career. Of all the businesses he worked with, Jermaine noticed that the most successful were customer oriented. This inspired him to develop a path for customer growth that small and midsize enterprises (SMEs) could apply to gain a needed advantage in tough climates. Jermaine is now an established leader in customer loyalty. His business advises both SMEs and top global industry leaders to adopt a customer-centric approach to growth. His secrets of unshakeable loyalty transform the way CX leaders partner with their and communities to achieve success. Unlocking the Secrets of Unshakeable Customer Loyalty Conversations about customer loyalty usually center around three different types: rational, emotional, and behavioral. These individual strains are all important concerns for engaging with customers, but for truly impressive results, the discussion has to go further. Jermaine’s model for unshakeable loyalty goes above and beyond by tapping into known and observable qualities that brands and CX leaders can utilize in their customer base. By creating a relationship between the customer and the brand that is as important to the customer as the product or service being provided, unshakeable loyalty offers a uniquely successful strategy for increasing customer retention and revenue. Principles of Psychology Can Improve Customer Retention The current global marketplace often prioritizes quantitative factors such as sales or cutting-edge developments in technology, but the benefits of a value-based, emotional connection with customers are important as well. Shared conversation and values with customers leads to a much more distinct, powerful, and cohesive loyalty. There are three factors in creating this connection. 1. Psychology. Or, in other words, what we believe, understand, and value about how we connect with others. 2. Proximity. Proximity isn’t just about physical closeness but social closeness: it’s our sense of what groups we belong to and how meaningful they are. 3. Power. Power refers to the influence we have with others and the leverage we have to engage in deeper, richer conversations. While all are relevant, psychology is the linchpin that holds everything together. Customers are people. Their needs and habits can, to a degree, be predicted, allowing CX leaders to unlock shared values and connections to improve customer engagement and cultivate loyalty. The Endowed Progress Effect Motivates Customers to Engage and Achieve Brand Goals An effective strategy for unlocking this psychological connection is called the . This effect describes how people provided with artificial advancement toward a goal feel invested in reaching that goal. Rather than just educating a client or pushing for product engagement, this technique helps customers feel intrinsically motivated to achieve a goal set by the brand. Jermaine says the key is to tap into customer beliefs and values. Customers are more willing to engage when a brand has demonstrated that they understand and share their values. With this alignment, CX leaders can direct customers toward a goal. The Endowed Progress Effect is successful with customers by enabling brands to map out ’ affinity with the brand. Brands can identify the values that underlie these motivations, and synthesize this information into goals that align the brand with customer values. Telling the Brand’s Story Through Shared Customer Values and Experiences To establish this , it helps to think of strategy in terms of three types of . This framing allows for a more organic, flexible approach that is necessary for a customer-centric foundation. Story 1: Relationship Between Customer and CompanyThe first story is about the relationship between the customer and the company. This precedes the product or service and is all about identifying the values and needs of the customer base. Brands must initiate a dialogue with their customers that extends beyond a sales pitch – a real conversation with real connection gives customers the freedom to express the values they expect the brands they support to share. Story 2: Relationship Between Customer and Product or ServiceThe second story is about the relationship between the customer and the product or service. When the customer is grounded in supporting the brand’s values, the intrinsic motivation to support what the brand offers is already there. It is still up to CX leaders to maintain an active dialogue throughout this stage (here is where the Endowed Progress Effect comes in). Active participation focused on an end goal incentivizes customers to maintain their relationship with the brand in tangible ways. Story 3: Shared Experience and Value Between Customer and BrandThe third story is mostly unseen: it’s about the and value created between the brand and the customer. This can be defined in many ways, from customer retention rates to revenue generation. This part of the story is where unshakeable loyalty manifests, creating new potential for brand growth and success. Embracing the Human Connection in Customer-Brand Relationships Produces Powerful, Measurable Results Many brands are already expanding their growth potential by tapping into the secrets of unshakeable loyalty. This strategy enabled a well-known shoe brand to reach a 93% return rate for customers. The customers return to buy shoes because they believe their support of the product and brand makes a difference. When customers can connect a brand to their personal values, it creates a sense of pride that incentivizes them to maintain a loyal relationship with the brand. While products and services evolve and become obsolete, customers will always be relevant. Understanding and utilizing principles of psychology equips brands to engage with their customer base in powerful ways that produce results. The shared values, stories, and emotions at the heart of every customer-brand relationship are what make unshakeable loyalty such a critical component of any brand’s success. What Jermaine Does for Fun A former cello player himself, Jermaine enjoys listening to orchestra music and attending the theater. This love of music, particularly string instruments, is shared by his daughter, who has played violin with the London Symphony Youth Orchestra. To learn more about Jermaine, visit him on , , and his website at . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/26589882

The 3E Leadership Framework for Driving High-Performing Customer Teams 04/06/2023

The 3E Leadership Framework for Driving High-Performing Customer Teams Promoting CX Excellence Through Strategic Leadership On this week’s episode of the , we welcome Adam Toporek. Adam is a third-generation entrepreneur, consultant, and highly sought-after CX keynote speaker. Recognized as one of the top thought leaders in customer experience, Adam is a strategic analyst and consultant with appearances on top media outlets such as “Forbes,” “Entrepreneur,” “AMA,” and more. His innovative strategies guide brands to adapt their CX leadership to drive quality customer service in the digital age. On this episode, we discuss Adam’s 3E Leadership Framework that equips CX leaders to guide high-performing customer service teams[GN1] to maximize positive CX outcomes that optimize digital and human customer interactions. A Customer-Centric Culture is Key for Employee Engagement and Customer Satisfaction Customer experience is in Adam's blood. His grandfather, father, and mother were all business owners who raised him with a focus before it became a catchphrase. His family background taught him the importance of customer experience from a young age. As a teenager packing boxes in his family’s warehouse, Adam remembers “just throwing stuff” in the boxes. His father guided him to realize that the customer’s first impression of the order began when they opened the box. He taught Adam how to pack the box neatly and ultimately set the foundation for a customer-centric focus that would direct the course of Adam’s career. Adam went on to earn his MBA and develop his own entrepreneurial experience with a customer experience mindset. His expertise led him to recognize the need for brands to develop CX leadership strategies to improve customer service. Adam is now a trusted CX expert, keynote speaker, consultant, and author helping brands cultivate high-performing customer teams through improved education and increased engagement. His book, "Be Your Customer's Hero,"[GN2] serves as a playbook for customer service success. The 3E Leadership Framework Equips Customer Service Teams for CX Success Amid all the attention given to digital CX strategies, Adam advises CX leaders to recognize the importance of their teams. The is crucial, but brands are still run first and foremost by human beings. Quality customer service teams are more important now than ever before in ensuring positive CX. For customer service teams to succeed, leadership must support them in strategic ways. Adam has developed a three-part framework for leadership that focuses on key areas of frontline employee support that simultaneously improves the employee experience[GN3] as well as the . With this 3E Leadership Framework, Adam outlines a strategic path for leaders to model and equip their employees with a customer-centric focus, resulting in increased and improved customer retention. 1. Embody CX leaders must embody a customer-centric for their teams. Many brands talk the talk with missions and values that focus on the customer. More importantly, their leaders must walk the talk to ensure the CX culture they espouse aligns with their actual organizational priorities, actions, and practices. Team meetings, quarterly reviews, and most of all, incentives will always communicate a brand’s true priorities to employees regardless of the messaging. For employees to embody a customer-centric culture, incentives must be grounded in CX practices and not just sales. Ensuring that the messaging aligns with the culture is an ongoing process. When leadership embodies this in both messaging and culture, employees know that they need to adopt the same customer-centric focus. 2. Educate Once frontline employees integrate a customer-centric approach, leadership must educate them in how to implement it. Training in operational and technical skills is a necessary starting point. Leadership must also educate their customer service teams in the “soft skills” at the heart of customer service-client interactions. Frontline employees need to feel equipped to handle difficult situations while still prioritizing positive outcomes. When customer concerns become too complex for digital tools to handle, a team's ability to efficiently handle “human moments” makes all the difference in ensuring a positive customer experience. Increased confidence in this area will boost employee engagement and improve the quality and efficiency of the customer service provided. Adam says the key is to accommodate rather than resist difficult customer interactions. In his book “,” Adam describes a technique called “Let Customers Punch Themselves Out” as a de-escalation strategy. Though it sounds counterintuitive, this technique encourages a positive outcome by allowing a frustrated customer to express themselves without interference or excuses from the customer service agent. This lets the customer feel heard and makes it more likely that they will re-engage and allow a customer service agent to enact the best solution in that moment. 3. Empower Employees must be empowered with the tools necessary to efficiently and effectively resolve customer concerns. The digital transformation of customer service has led customers to expect hassle-free resolutions to their issues in real time. If a customer is referred to human support after a digital channel couldn’t resolve their issue, it’s imperative that the human agent solve the issue without additional steps for the customer. When frontline employees are empowered to resolve issues without delays, both they and the customers win. Employee empowerment is a win-win-win scenario: customers win by avoiding hassles; employees win by having the tools to resolve the situation; and management wins by avoiding costly and prolonged customer service concerns. While leaders may feel that empowering employees can be risky, Adam advises that the risk is worth the reward. As long as the empowerment is appropriate for the context, the additional latitude to prevent hassles such as extra steps or delays is necessary for meeting customer expectations. Leaders who prioritize CX will find that empowering their teams is a necessary step for providing excellent customer service. Culture Work Is the Way Forward for CX Success in the Hybrid Digital-Human World of Customer Service The current state of customer service is a hybrid digital-human experience. Though the human element may be declining, this only increases the importance of human customer interaction. When a digital interaction can’t meet customer needs, human support must provide satisfactory service. As a result, customer service is increasingly becoming a highly skilled profession. Brands must be willing to invest in their team’s success. Each step of the 3E Leadership Framework establishes the foundation for the next. When leadership embodies a customer-centric culture, employees follow suit. Leaders can educate their teams with the service skills needed to resolve complex customer interactions. This team empowerment ensures that employees have the latitude to provide hassle-free, real-time solutions. Leaders who recognize and embrace the importance of a customer-centric culture will find that investing in their teams is a savvy way forward for providing positive CX that will create smiles for leadership, employees, and customers alike. What Adam Does for Fun An artist at heart, Adam enjoys writing fiction and playing music in his free time. To learn more about Adam, visit him on , , , and his website at a . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/26451486

The SUPER Model Method to Create Superfans and Game-Changing CX 03/23/2023

The SUPER Model Method to Create Superfans and Game-Changing CX Turning Customers Into Lifelong Advocates This week we welcome Brittany Hodak to the . Brittany is an entrepreneur, author, keynote speaker, and author of over 350 thought-leadership articles for a variety of national media, including regular columns for Forbes, Adweek, and Success. Brittany has spent her entire career studying the psychology of superfandom, while working on fan strategy and product campaigns for some of the world’s most iconic brands and global superstars, including Walmart, Disney, Amazon, Luke Bryan, Katie Perry, the Boston Red Sox, and many more. Now, she’s distilled everything she’s learned in practice and poured it into her book, “ .” In the book, Brittany shares her SUPER model framework for fan engagement with memorable case studies from businesses of all sizes. From Bumblebee to Super CX Expert From childhood, (then Brittany Jones) always wanted to work in the entertainment industry. At 16 she landed what she thought was the coolest job in the world when she became the mascot for a radio station. Dressed as a bumblebee, Brittany attended every car dealership opening, state fair, and Chamber of Commerce ribbon cutting. When the movie Bridget Jones’s Diary was coming out, the station manager thought it would be cool to publish a Brittany Jones’s Diary on the station’s website but didn’t know what it should cover. Brittany suggested that she interview every band that came to town, to attract more traffic to the website. So, as a 17-year-old in the small town of Roland, Oklahoma, Brittany’s job was to hang out with rock stars and brag about it on the internet. Turned out to be a cool job, after all. Throughout college and working at record labels, entertainment agencies, and music magazines, Brittany’s obsession with the idea of fandom remained her driving force. She needed to know what made some bands go viral while other bands just went away. Why do some people love some things and not others? After working with more brands and larger agencies, Brittany went back to school and earned a master’s degree in consumer behavior and marketing. Then came her aha! moment: All of the markers she’d recognized in fans of bands applied to consumers in every category. She realized that if she could take everything she’d learned in music and teach it to people at brands, she could help them build superfans like the rock bands she witnessed. And that’s what she’s done ever since, working with brands and organizations that aspire to become iconic brands in their category. Marketers and will find Brittany’s SUPER model framework to be a game-changer: simple to learn, deploy, and measure. The SUPER Model Framework To win, you must create superfans. In an economy where technology makes it so easy for any startup brand to disrupt a category, your brand is the only thing you have to futureproof your business. Your brand depends on superfans—the loyal, enthusiastic customers who keep coming back and advocate to their friends on your behalf—and the SUPER brand experiences that turn your customers into superfans. For Brittany, it’s all about “curating the journey for people to be delighted with their experience.” S-U-P-E-R is an acronym, designed to be super simple to remember and teach your team how to use. Here’s what it stands for. S: Story What’s your story? Why do you exist? How do you make your prospects’ and customers' lives better? Why are you a better choice than your competitors? The answers to these questions are your superpower, and you must make them clear to your prospects and customers. Everyone on your team must be well-versed and aligned with your story. You must intentionally design every experience you create for customers and prospects so it’s true to your story. U: Understand Your Customer’s Story Actively listen, not just to show authority, but with empathy. Really understand the challenges the customer is trying to overcome—the transformation they're looking for—so you can determine if your miracle product or miracle service is the one that's going to offer that transformation. You’ve got to know your customer's needs, both inside and outside their relationship with your brand, because the full picture is relevant to what you do. Superfans are created at the intersection of your story and every customer's story, where yours and theirs overlap. That's where the magic starts to happen. P: Personalize Having yours and your customers’ stories in hand is a good start. From there, you need to customers’ experiences. Customers’ expectations have never been higher. When buyers consider your brand, they don’t just scrutinize it in the context of competitors in your sector, but of every brand they interact with, regardless of category. In your communications with customers, demonstrate that you understand them, know their needs, and how you’ll take care of them. Let them know they’re not just a number. E: Exceed Expectations There are three types of customer interactions. At the end of every interaction, your customer is going to leave feeling better, worse, or exactly the same. Either you've improved their day or added friction or chaos to their day. Or, it's like a nothingburger. They just check it off their list and move on with the rest of their lives. With intentional experience design, you architect experiences you want your customers to have before, during, and after the interaction. With a little bit of creativity, empathy, and curiosity, you can turn otherwise forgettable moments into something worth talking about, something that makes customers smile, something they’ll remember, and something they’re likely to repeat. When you succeed in making something of an otherwise forgettable moment, you exceed expectations. That’s likely to lead customers to come back, and to tell someone about their experience. R: Repeat Exceeding expectations isn't a “set it and forget it” kind of thing. It's a day-in, day-out commitment to customer centricity and customer obsession—going deep, wanting to create those remarkable experiences, wanting to differentiate yourself. As Elizabeth Arden said, “Repetition makes reputation and reputation makes customers.” You’ve got to give your customers a differentiated experience over and over and over again to earn a [BM6] that's going to bring your customers back, that’s going to create super fans. Brittany’s CX Expectations Brittany’s CX forecast is that will continue to go through the roof. People will continue to want more and more, in terms of both technology and innovation; in terms of the speed and the immediacy that we demand, and also in terms of the creativity and personalization. Customers may experience something in one category and expect a similar experience from brands in other categories. We have expectations and we say, “If it works over there, it should work over here.” What Brittany Does for Fun Brittany and her husband love to travel and go on adventures with their two young children. Whether they’re going to Disney World, the local zoo, or the science center, Brittany says her favorite thing is to rediscover the world through the eyes of her kiddos. They give her insight into the future customer that’s going to demand even more, leading her to ask questions like, “Why don’t they have an automatic door,” or, “Why doesn’t this restaurant have an app?” To learn more about Brittany and the SUPER model framework, connect with her on or visit her . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/26309760

The 5 Key Elements Frontline Employees Need to Deliver Great CX 03/09/2023

The 5 Key Elements Frontline Employees Need to Deliver Great CX Equip Frontline Employees With Everything They Need to Provide an Excellent Customer Experience On this week’s episode of the , we welcome Lori Brown. Lori is a seasoned customer experience executive with more than 25 years of experience in the BPO industry. She is a respected thought leader, CX consultant, and keynote speaker. Lori helps brands develop and evolve their CX strategy, enabling them to meet the rapidly changing demands of their customers. She embraces innovative technology that enables CX leaders to develop frontline employees into effective representatives of a brand, creating smiles for the customers they serve. On this episode, we discuss what it takes to equip frontline employees to succeed in delivering a great customer experience. Frontline Employees Are the Lifeblood of CX Good customer service has been a passion for Lori since her early days working in retail—selling wool coats in Florida. She worked her way through college managing a retail store. One night at 9pm as she was closing up, a customer crawled under the security gate and said she really needed to buy something for an important meeting the next day. Lori explained that the store was closed and she turned the customer away. The next day, when she got to work there was a stern voice message for her from the regional manager. He explained that Lori needed to immediately apologize to the customer she turned away, send her a dozen roses, and let her know that she’s welcome in the store any time. Lori learned that without customers, the store is simply an empty box. To this day, Lori embraces the lesson that customers are always Number One. Frontline employees have a duty to make them feel welcome each time they interact with the brand. Lori’s experience in retail ultimately led her to the business process outsourcing (BPO) industry where she was able to leverage her background in retail customer service. More than 20 years later, Lori still has a strong passion for the industry, customer service, and the frontline employees that make an excellent customer experience possible. 5 Key Elements Frontline Employees Need to Deliver a Great Customer Experience By listening and creating an environment that empowers frontline employees, CX leaders can address the changing demands of customers and keep frontline employees motivated to deliver great CX. Frontline employees know what customers want and technology can provide real-time insight into what they’re hearing to help them deliver the best customer experience possible. Lori has identified five interconnected elements to help create an employee experience that results in excellent outcomes for the customer. 1. Data Data has played an important part in Lori’s BPO experience over the past 20+ years, and for the last 12 she’s noticed a greater focus on speech analytics and interaction analytics that provide insights to better understand customer behavior as well as how frontline employees support them. This goes beyond surveying customers and simply capturing data. Data-driven decisions include capturing, understanding, and then acting upon and continually measuring data. Data empowers educated decisions because you can't run a business on assumptions. 2. Environment The start of COVID necessitated that BPOs quickly and securely transition from work-in-office to work-at-home environments in order to maintain seamless customer service. Within days, BPOs addressed opportunities to provide reliable work-at-home environments and now, several years later, companies need to think about the hybrid contact center environment that exists today and how they can optimize it for their frontline employees. BPOs need to ensure they have consistently high levels of employee engagement for agents working at home, as they would in the office. They need to creatively implement ways to provide a supportive environment and a customer service culture with flexible work environments. It is essential to cultivate an environment where employees can freely share ideas and engage in peer discussions to emulate best practices of the work-in-office environment. Happy employees with high levels of employee satisfaction provide great customer service. Frontline employees should feel valued and cared for in any work environment. 3. Technology Investing in technology to enable a collaborative environment as discussed above is one way to help employees feel valued. Another way to harness technology is through coaching tools that share best practices with agents, tells them how many times they’ve used a best practice, and how many more they need to use in order to meet their metrics. Technology such as this helps frontline employees feel valued when they know the company is committed to their growth and success. Coaching tools, data analytics, and other technologies equip agents to better serve customers with more complex issues which sets them up for success. Such tools can also enable supervisors and leadership to provide more effective coaching and feedback to frontline employees, resulting in happier employees and happier customers. 4. Policies Policies set direction for a business. If the goal is to be a customer centric organization, the policies and procedures should drive customer centricity. It’s important to consider the full downstream effect when creating policies to make sure they align with the original intent along every step of the customer journey to provide the best customer experience possible. Lori shares a personal example of this from a recent trip to bring home a new puppy during the busy holiday travel season a week before Christmas. She tried to check in for her flight from home in Ft. Lauderdale and couldn’t. She called the customer service line and the agent stated that the airline’s pet policy required customers to check in at the airport when they have a pet ticket. Lori explained that she would only have the pet with her on the return flight home and she didn’t want to get to the airport three hours early at Christmas time just to tell them she didn’t have the pet with her on the outbound flight. But the agent made it clear that the policy stood and there was nothing the agent could do to change it for her. This is an example of an unanticipated scenario where a policy didn’t serve the customer well. 5. Empowerment In this example, the frontline agent Lori was speaking with could have been empowered to provide a great customer experience by enabling Lori to check in recognizing that she didn’t have the puppy yet. But instead, the agent was required to uphold the policy. Although the airline had invested in hiring the right people, training them, and providing technology to provide a great customer experience, the agent was not empowered to bypass the policy, resulting in a frustrating experience for the customer. There are times when it’s necessary to uphold policies due to regulatory and compliance mandates, even when it impacts the customer experience. In some other instances the frontline agent could be empowered to improve the customer experience in the moment. Lori points out that policies should maintain a focus on customer centricity and agents should be empowered to intervene on the customer’s behalf, with proper guidelines, to ensure a great customer experience. Integrating the 5 Key Elements Throughout the Employee Experience Data from interaction analytics can empower employees by providing tools to understand customer interaction and to support the employee experience. This fosters trust and feedback from frontline employees, making it possible for them to create an excellent customer experience. By acting on data, creating an environment and culture conducive to great customer service, utilizing technology, assessing the impact of policies throughout the customer journey, and empowering employees to deliver rewarding customer experiences, brands can ensure employees feel valued and customers keep coming back. What Lori Does for Fun Living on Ft. Lauderdale beach, fun is always just footsteps away for Lori. When she’s not at the beach, she’s still enjoying the fresh air and sunshine practicing her newly discovered golf skills on the course and at the driving range. To learn more about Lori, visit her on and her website at . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/26171082

How Innovative Service Creates Customer Advocates 03/02/2023

How Innovative Service Creates Customer Advocates Make Customers Swoon and Create Zealous Advocates for Your Brand This week, we welcome Dr. Chip Bell to the . Chip is a world-renowned authority on customer loyalty and service innovation, ranked by Global Gurus for the past eight years as one of the top 10 keynote speakers on customer experience. Chip is a decorated U.S. Army veteran and has written more than 700 columns for business journals, magazines, and top blogs. He has appeared on CNN, CNBC, CBS, Fox Business, and ABC among others. His work has been featured in “Fortune,” “Businessweek,” “Forbes,” “The Wall Street Journal,” and the list goes on. He has authored 24 books on customer loyalty and service, many of which are award-winning bestsellers. On this episode, we discuss nine principles to improve through service innovation that Chip explains in his 23rd book, “.” A Passion for Writing and Service Chip’s interest in writing began in the 11th grade when we earned an A on a creative essay he wrote about a coat hanger. This unlocked the door to creativity for Chip and later gave a voice to his passion for excellent customer service. Since starting his company in 1980, he has had a blast making a positive difference in the lives of others and helping companies develop . 9 Steps to Improve Customer Loyalty Through Service Innovation In his book, “Kaleidoscope: Delivering Innovative Service That Sparkles,” Chip differentiates between good customer service that leaves customers satisfied and innovative service that makes customers swoon and become zealous . For Chip, a kaleidoscope is a metaphor for the key principles that remain constant when creating profoundly remarkable customer experiences that are unique to each organization. To create the types of compelling experiences that keep customers coming back, Chip says businesses must go beyond value added and develop value unique—innovative ways to create experiences customers can't wait to tell others about. 1. Enchantment: Create Magical Experiences That Customers Talk About Enchantment is an unexpected and unique aspect of the experience beyond what the customer can imagine. Chip’s wife experienced enchantment after trading in her old car for a new one. When she turned on the radio for the first time, she discovered the service tech had programmed the radio stations from her old car. Now, more than the car, she talks about the radio—the enchanting experience that went beyond her expectations. 2. Mercy: Treat Customers With Respect and Assume Innocence Mercy is how we treat customers when things go wrong, when they're upset, and when they're angry. Chip experienced mercy when he was driving down a rural road one Sunday morning. He was the only car on the road and didn’t notice when the speed limit changed from 65 mph to 45 mph because the road conditions hadn’t changed. A highway patrol officer stopped Chip, and the first thing he asked was if there was an emergency. The officer assumed innocence and showed mercy. Chip got a ticket, but what stood out to him was how incredible the experience was. So much so that he wrote a letter of commendation to the highway patrol unit because of the way the officer handled the situation with mercy. 3. Grace: Show Unconditional Acceptance and Care Grace is all about unconditional acceptance, assuming the best in others. Grace is also about to build connections—interacting with customers in ways that demonstrate they are important and valued. Chip notes an example he saw in an upscale retail store. A few teenagers walked in with ear pods and baggy pants and the clerk welcomed the teenagers and thanked them for coming in—treating all customers equally with grace. The kids were taken aback, and one said they had to buy something. That grace and unconditional acceptance created a positive encounter because of how the customers were treated. 4. Trust: Demonstrate Trust in Customers and Empower Employees to Make Smart Decisions Trust is an essential part of how we treat customers and how we empower frontline employees. When leaders trust employees to make smart decisions on behalf of their organization, it creates better employee and customer experiences. An example of trust—from the employee and customer perspectives—was when Chip’s wife stopped by the local grocery store during a jog. She picked up a few items and when she arrived at the check-out, she realized she had forgotten her credit card (she usually carried it and her driver’s license when she went running). Instead of turning her away, the cashier told her not to worry about it. She knew Chip's wife as a regular customer and simply wrote down the amount owed, put it in the drawer, and told her she could pay the bill the next time she came in. 5. Generosity: Give Something Extra to Demonstrate a Gifting Attitude Generosity is the giving of something extra. It’s the baker’s dozen spirit of abundance integrated throughout the customer journey. One example Chip shares is of a heating, air conditioning, and plumbing company that looks for ways to bring something extra when they make a house call. They may bring a balloon, greeting card, flower, or another small unique token that shows they care. 6. Ease: Take the Effort Out of the Customer Experience Ease is how we remove emotional effort from the customer experience. Harvard Business School marketing professor used to talk about how people buy a quarter-inch drill bit, not because they want the drill bit itself, but because they want a quarter-inch hole. They’d probably like to snap their fingers and have the hole, but instead, they must go to the hardware store, find the drill bit, pay the clerk, go home, attach the drill bit to the drill, and finally make the hole. Customers would love to skip this entire process, so we need to make it as comfortable as we can for them. Chip says this applies to all processes, from filling out forms to waiting on hold for an agent, our goal should be to create an experience that the customer finds emotionally effortless—remove anxiety, worry, and angst from their experience. 7. Truth: Be Completely Honest and Open With Customers Great relationships are founded in absolute trust, so we must trust and be completely open and transparent with our customers. When people take the stand in court, they promise to tell the truth, the whole truth, and nothing but the truth. The statement is broken into three parts to emphasize the importance of telling the entire truth, without omitting details or including white lies. Chip shares an example of when he was on a flight and the pilot announced they landed on time. Chip looked at his watch and the flight was 14 minutes later than planned. The pilot viewed this as an on-time arrival because the FAA permits a 15-minute window for flights to be considered on time. Truth is being completely open and honest with customers. 8. Alliance: Create a Partnership With Customers and Seek Their Help and Feedback Alliance is about a partnership. It’s about co-creating an experience with a customer that they feel a part of. This can include inviting them to or any other action that helps customers feel like they are co-owners of the experience. By creating experiences with customers that make them feel like trusted partners, we should also treat frontline associates the same. Creating a of respect, alliance, and partnership produces more rewarding employee and customer experiences. 9. Passion: Exude Passion in All Interactions With Customers Passion in a customer relationship means every moment will be the best it can be. During keynotes, Marketing Hall of Famer sometimes asks the audience to hold up their hands as high as they can. He then asks them to hold their hands a little higher. Invariably, people can always go a little higher, so Seth asks why hold back? Sometimes we’re too reserved to do our very best the first time around. With profoundly remarkable and innovative customer relationships we must deliver excitement and positive energy. When we have passion, our customers know we’re doing the best we can to serve them. CX Leadership That Prompts Innovation CX leaders can inspire innovative services by treating employees like valued customers their bottom line depends on. It’s essential to trust employees and empower them with training, support, and all the tools they need to make smart decisions on behalf of the organization to best serve customers. The Ritz-Carlton famously empowers employees with the authority to spend up to $2,000 to satisfy a guest’s need before bringing it to management’s attention. That authority is grounded in trust that serves employees and customers well. What Chip Does for Fun Chip travels for work and for fun. He and his wife love visiting museums in any city they visit. Next on the list is the International Spy Museum in Washington, D.C. He’s on the board of the and is also an avid fly fisher. Always learning, Chip is taking up Tenkara, the Japanese method of fly fishing. To learn more about Chip, find him on and his website at . Watch the video . Read the blog post . /episode/index/show/digitally-irresistible-podcast/id/26096655

Digitally Irresistible

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