Category Archives: CRM

VA Contact Center Modernization Initiative – MyVA311 Launched!

VA Enterprise Contact Center Modernization Initiative

With approximately 272 national VA Contact Centers that receives almost 140 million annual calls and services 9 million Veterans, VA has had no consistent approach to customer service. VA studied the best practices of America’s top customer service organizations to learn how they excel at delighting customers. Based on that information and appointing a Responsible Officer to oversee the VA Secretary’s Contact Center Modernization transformation breakthrough initiative, we create a holistic frontline customer service program to make access to the care and services Veterans have earned predictable, consistent, and easy.

On Veteran’s Day 2016, VA launched the MyVA311 telephone platform: A unified and centralized enterprise wide approach that Veterans can use to easily find information via telephone.

VA introduced 1-844-MyVA311 (1-844-698-2311) as a go-to source for Veterans and their families who don’t know what number to call. This new national toll-free number will help eliminate the feeling of frustration and confusion that Veterans and their families have expressed when navigating the 1000-plus phone numbers that currently exist.

Veteran feedback has been instrumental helping us streamline the way we get callers routed to the right place at VA. With 1-844-MyVA311, Veterans, families, and caregivers can access information about VA services like disability, pension, healthcare eligibility, enrollment, and burial benefits, in addition to a self-service locator to find the nearest VA facility. And if they’re looking for immediate assistance with housing or are having a mental health crisis, MyVA311 will route callers to the Homeless Veteran help line and the Veterans Crisis Line.

VA is also making improvements to the overall Veteran experience eliminating blocked calls, leveraging new or existing call center technologies and hiring more people to reduce wait times and improve Veterans experience. We will continue to gather feedback from our Veterans to ensure VA is meeting their needs. The new MyVA311 phone number is just one step in a larger effort to modernize VA contact centers so Veterans have a seamless, positive experience.

Here We Grow! City of Philadelphia @Philly311 Receives 2015 CRM Excellence Award

Congratulations to the City of Philadelphia Philly311 Contact Center for being awarded the 2015 CRM Excellence Award.

Thanks to the great staff at Philly311 who continues to set the bar for customer service excellence at a high level in local government.

“The 2015 CRM Excellence Award winners have been chosen on the basis of their product or service’s ability to help extend and expand the customer relationship to become all encompassing, covering the entire enterprise and the entire customer lifecycle. Based on hard data, facts and figures, each CRM Excellence Award winner has demonstrated the improvements their products have made in their clients’ businesses.

‘The 2015 CRM Excellence Award winners are industry leaders in CRM products and services who have demonstrated a commitment to their customers and clients. All of the winners have substantially improved the processes of their clients’ businesses by streamlining and facilitating the flow of information needed for companies to retain customers,’ said Rich Tehrani, CEO, TMC (News – Alert).”

View additional information about the award here:  http://cloud-computing.tmcnet.com/news/2015/04/30/8183290.htm

Former 311 Executive Appointed as 1st State of NY Customer Experience Director

I was very excited to learn a NYC311 executive recently landed a critical role to lead the customer experience for the Governor of New York Andrew M. Cuomo. This cabinet level appointment continues to solidify the movement across all levels of government to engage, connect, and continue to improve the customer experience interactions.

Let’s give Saadia a big round of applause. Best wishes and much success in your new role.

As government continues to drive towards becoming customer-centric and collaborative organizations, recruitment of senior leadership with customer experience expertise will be in demand. According to author Jeanne Bliss, the goals of the Customer Experience Officer are to:

Engage the organization in managing customer relationships.
Create a persistent focus on the customer in the actions the company takes.
Drive the organization to work together for optimum customer experience delivery.
Support leaders in their role as cultural leaders in the transformation journey.
I look forward to seeing more cabinet level (C-suite) customer experience leadership appointment announcements in government.

Saadia Chaudhry has been appointed Director of Customer Experience for the Executive Chamber. In this role, she will help drive a range of high-priority projects to improve customer service for citizens and businesses. Previously, she held a number of positions at New York City’s 311 Contact Center, most recently as Customer Strategy Director, overseeing all aspects of customer experience and quality across multi-channel platforms, and, prior, as Contact Center Director and Director of Training & Quality. Ms. Chaudhry has a B.S. from Binghamton University.

Governor Cuomo Announces Administration Appointment
https://www.governor.ny.gov/news/governor-cuomo-announces-administration-appointments-16

NY Governor’s Opportunity Agenda Book (see page 33) http://nysbroadband.ny.gov/sites/default/files/documents/2015_Opportunity_Agenda_Book.pdf

How to Modernize Government Using Open Data Sources

In a previous blog post about modernizing government, I talked about why open data matters, and how it can be a tool of democracy. In today’s post I want to focus on open sources and some of the opposition posed towards open source development models. Open source as a development model, and having open data, is important for local government 3-1-1s because it helps provide more access to municipal information, demonstrates trends in the community, and supports accountability.

It’s not unusual for people to get these two confused, so lets start with some definitions courtesy of (fan favorite) Wikipedia:

Open Data: “Open data is the idea that certain data should be freely available to everyone to use and republish as they wish, without restrictions from copyright, patents or other mechanisms of control.”

Open Source: “In production and development, open source as a development model promotes a universal access via a free license to a product’s design or blueprint, and universal redistribution of that design or blueprint, including subsequent improvements to it by anyone.”

Like providing open data, using an open source digital strategy supports a transparent culture–especially for 3-1-1 systems–but also allows agencies to receive the benefits of an open source process. Govloop, in a documentation that highlights government trends, outlines the importance of open source in government nicely, saying, “Open source development accelerates government’s digital transformation by allowing agencies to reap the benefits of others’ progress. Secondly, it creates a transparent process that can foster public faith in these new initiatives…an open source approach ensures that digital initiatives will be maximally effective because it provides channels for users to report bugs and provide suggestions for improvement.” In summary, open source models allow both internal and external customers the ability to provide real-time feedback, which is valuable to all parties. What this looks like within a 3-1-1 environment, for example, is having the ability to see when a service requested has been received by a department, or having real-time dashboards that show what type of requests are being taken.

Like any model, open source has its critics. However, the primary criticism of open source is more conceptual than anything else, and rests in both theoretical incongruence, when applied to government, and cultural opposition. Ephemeral Journal published a compelling article by Nathaniel Tkacz on this very subject: “From Open Source to Open Government: A critique of open politics.” Tkacz points out that the idea of openness within a political sphere is rarely examined semantically and, in practice, political openness establishes a sensibility amongst citizens without defining limitations.

You can see how this could potentially be problematic for local government, but let’s not disregard our own democratic structure. If we view government as an entity that drives social change through democracy, than we must view the “(re)emergence of ‘the open,’” as Tkacz calls it, as a reflection of the government’s soci-transformative nature. Modernizing government also requires adapting to modern ideas. Promoting universal access is necessary because democracy requires informed citizens. The goal of any 3-1-1 is to serve the customer, and to provide them with tools that empower them. Open data is a tool that empowers citizens. In this way, an open source approach is both necessary and important for 3-1-1, and should be a priority for all branches of government.

Creating a Connected City in Today’s Ever-Evolving World

Argyle Executive Forum Journal article. Published: APRIL 1, 2015

Rosetta Lue, Chief Customer Service Officer & 311 Contact Center Operations Director, City of Philadelphia sat down with Argyle to discuss the in’s and out’s of running customer service for a city.

In today’s society, how do you create a connected city?

There are multiple levels to creating a truly connected city. We are working through public private partnerships to leverage technology and all available resources to make our services innovative, accessible, more efficient, and adaptable based on customer needs.

Another element of a connected city is that city departments can talk to each other easily and effectively to provide high quality service to our citizens. In our newly upgraded Customer Relationship Management solution, City agencies are better able to work together, with real-time information updates, creating more accountability and increasing the completion rate of service requests and customer satisfaction.

How have you expanded customer service into the community?

The design of our digital service platform is entirely based on our customers. In order to improve customer service in the City of Philadelphia we identify and engage with our target audience, establish a strategic plan, listen to the community’s feedback, and adjust our process accordingly.

In the same spirit, we have community engagement programs that operate in the community, like the Neighborhood Liaison Program. The Neighborhood Liaison Program, a community empowerment program within Philly311, we are able to encourage citizens to utilize 311’s services while educating them on how to get the most out of our system they in turn share that information with their neighbors, family and friends. With this program, we can connect influencers with each other through trainings and workshops. The Neighborhood Liaison program empowers citizens with tools to interact with their government and get problems resolved.

“We are working through public private partnerships to leverage technology and all available resources to make our services innovative, accessible, more efficient, and adaptable based on customer needs.”
When it comes to customer service initiatives, why it is important to have them?

In city government, we understand that the citizen is our customer, and using those terms as synonyms, have reoriented our overall framework. The citizens’ customer experience expands beyond providing city services, it is about how they feel from the time they submit a request to the time that request has been completed.

Customer experience is frequently lumped in with customer service; (though it is the foundation of it) customer experience is the long game. Customer experience is the total experience, and every interaction the customer has with the supplier. As a city contact center, customer experience becomes all encompassing. The citizen’s experience often goes hand in hand with their experience with all city services and not just the call center itself. Every improvement we make for our customer affects their quality of life.

What are important things to consider when building partnerships?

Especially with the implementation of the new customer management system, our partners have played a significant role in helping us move towards our goals this year. Government has limited resources, which is why partnerships are so important. When working with external organizations it is important to keep in mind that organizations mission and goals and make sure it aligns with our own. We try to identify and respond to the needs of the groups we work with and value its input in planning and decision-making.

For both partners and customers, we focus on transparency, efficiency and effectiveness – a top priority of Mayor Nutter and his administration. It is an important aspect of why we want to provide the highest quality customer experience possible.

“Customer experience is frequently lumped in with customer service; (though it is the foundation of it) customer experience is the long game. “
How has the government effectively used social media in emergencies?

Every day we at Philly 311 have a duty to provide citizens with factual information and critical answers about City services, but when the City is facing a crisis, the importance of that information is magnified. Citizens look to the City for guidance, and we provide it. One of the most efficient ways to do this is through our social media channels.

One example is snow emergencies. During major snow events the contact center often remains open 24-7 to handle in high call volume. 311 uses social media to answer frequently asked questions, providing citizens with relevant information before they ask for it. We know the information citizens need during these types of emergencies, for example, we have seen from experience that they want to know about parking, street cleaning, and trash collection. This information is easy to share on our social media, and through our social media working groups we are able to multiply the potential audience reached with this information by coordinating strategic and intentional messages so citizens know how to react in these situations without submitting information requests.

Hurricane Sandy is another example of an emergency situation that we were able to respond to effectively. In Philadelphia during Hurricane Sandy, public transportation was shut down, Philadelphia International airport suspended flights, and all major highways were closed. At Philly311, we had a plan ahead of time. Working with city departments, such as the Office of Emergency Management, we were able to collect data and stay up-to-date on the progress of the storm. We established a strategy ahead of time and were prepared to deliver accurate information through multiple channels, including our social media accounts.

Do you have any last thoughts that you would like to share?

One of our goals is to reach and engage our citizens on channels they are comfortable using. The Philly311 app makes our services more accessible to diverse audiences. Research by the PEW Foundation and others, suggests that many low income citizens do not have internet access in their home but do have internet on their smart phones. We want everyone to be able to use 311, which is why we have so many channels, including the call-in and walk-in centers for more tradition communications. We also provide language services in 17 different languages on the app, which increases accessibility. We want to make sure that all citizens have positive and productive interactions with local government.

What is your organization doing to create connected customers in today’s ever evolving world? I would love to hear your feedback on this topic.

Return on Investment (ROI) Model in Government – Does It Really Exists? Maybe…

The question of how government can track the success of profitless projects comes into question on a regular basis. It is easy to follow a dollar. Money leaves tracks, but how does local government leverage private practice metrics to better inform future projects and practices?

Non-profits use a different measure of value to reflect a more impact-centric formula to measuring ROI. Monetizable outcome and value have taken command of the popular imagination, yet motivation, beliefs, and ethical practice are equally important, and have defined value in the public sector. Regardless, the bottom line is investment creates more investment.

According to a 2008 report from the ROI Institute, and comprehensive measurement and evaluation process data from over 200 organizations, “Global trends in measurement and evaluation” indicate “increased focus is driven by clients and sponsors,” and “ROI is the fastest growing metric.” These two factors demonstrate that increased focus for an organization is directly impacted by the return. Impact can easily be interchanged with the public sector’s definition of value.

The relationship between return, and exterior financial support, points to an across the board paradigm shift between all sectors. Activity is no longer sufficient evidence to justify activity. Activity–whether it is a program, a project, an initiative, or the creation of a product–must be result based. In this there is a need to abandon ambiguous performance measurements, forge more social partnerships, and use efficient CRM systems that capture data. With this paradigm shift, we see government adapting to result based processes.

Dr. Jack Phillips and Patricia Pulliam Phillips note in their review, “Using ROI to Demonstrate HR Value in the Public Sector: A Review of Best Practices,” that ROI methodology is currently being used in the public sector in a multitude of ways by entities like the USA Veterans Administration, Australian Department of Defense, and U.S federal government agency. These entities are using ROI to “demonstrate program success and impact of training on educational programs,” “measure the impact of a new human resources information systems,” and to “measure the cost benefit of a master’s degree program conducted on site by a prestigious government.”

The emphasis on managing data isn’t simply a sporadic interest in government, or a trend that the public sector is suddenly jumping on board with. From a federal level the 2002 President’s Management Agenda (PMA) pinpointed five government wide goals that have influenced this contemporary line of thinking. The goals speak to the need for strategic management of human capital, competitive sourcing, improved financial performance, expanded e-government, and budget and performance integration. The PMA’s goals indicate a need to find a comprehensive formula for combining ROI metrics and analytics that support social impact, program evaluation, and quantitative data to measure both a monetary and a non-monetary return. The outcome of finding this formula would result in more than just saving a few bucks, and could potentially result in productivity and quality increases.

In an earlier document from the ROI Institute, Dr. Phillips provides an example of what this would look like:

“In a government setting, cost savings measures are available from every work group. For example, if a government agency implements a program to improve forms processing–a productivity measure is number of forms processed; the quality measure is the error rate on processing forms; a time measure is the time it takes to process the forms; and a cost measure is the cost of processing forms on a per-unit basis. Improvements in work unit performance in a government setting have many opportunities for program benefits that can be converted to monetary value.”

One of the ways that the Third Sector Organization (TSO), in the United Kingdom, has attempted to qualify social value of their sector is through developing a methodology: Social Return on Investment (SROI). The goal of SROI is to translate social, economic, and environmental benefits into monetary value. Yet the SROI isn’t necessarily applicable to individual programs and initiatives, and still prioritizes financial measurements over, say, what a social audit would result in: qualitative information combined with financial data that informs internal performance.

Ultimately, even with the strides that the TSO has made, there is still a global gap in knowledge when it comes to gauging impact on smaller scale profit-less items. A 2013, working paper from the Tellurid Science Research Center concluded on a similar note, stating:

“There is an extensive body of grey literature on impact measurement practice, however this has tended to be small-scale and boosterist in nature. The field has also suffered from a lack of theorisation of key concepts and critical appraisal of previous research, with a few exceptions. A number of studies are emerging which attempt to address this theoretical and empirical gap, but in general empirical research on impact measurement practice in the UK third sector, particularly which organizations and subsectors are undertaking impact measurement and the practices and tools they are using, is limited.”

Though there are limitations, the potential remains there for the public sector to find an all encompassing return on investment model, however no formula or practice standard exists at the moment. BUT there is still hope!

How are you measuring the ROI or SROI in the public sector? I would love to hear your feedback and suggestions.

8 Tips to Get Your Team Using CRM in 2015 by Michael Hanna

A CRM implementation is more of a cultural change than a technological change. That’s because adopting a new system requires changing habits, and changing habits is hard. It’s hard for those who want to change, let alone those who do not.

Most people demand change, but resist it when it comes. Resistance to change is natural, so it’s crucial to help CRM users through the process of embracing change. When it comes to CRM adoption, users need your help, they need your reinforcement, and they
need that culture of accountability.

Here are four practical, actionable steps before, during and after the CRM launch.

1. Be Aware of Data Integrity

System-to-system consistency, or the integration of multiple systems, is crucial for a strong cadence and user adoption. If you’re migrating from one CRM to another, or merging CRMs, or changing CRM providers, ensuring the data is successfully merged and consistent is crucial to having data integrity. Without data integrity, this process often results in duplicate data, unstandardized or inconsistent data, and missing data. Preparing for these data mishaps in advance, as well as having tools in place to clean and prevent them from happening, will ensure CRM system integrity.

2. Be Clear About the Goal of CRM

Your CRM users are looking for the why behind the CRM system. If you’re not sharing this insight, you’re wasting your CRM investment because users simply won’t adopt it. Deliver clear rationale and a cause for your CRM. As a sales example, CRM gives users visibility that enables continuous sales improvement.

3. Hold CRM Users Accountable

It’s important to empower your CRM users, and CRM adoption should focus on that. However, empowerment without ownership is going to lead to neglect. You can give your users the most pristine, high-end CRM, but if they don’t care, they’re not going to use it. Establish the CRM users as the owners of the CRM, and then, in the context of ownership, empower them to use it. Otherwise, they’ll be negligent and passive.

4. Manage Detractors

If you’ve got ten sales reps using your new CRM, and eight of them are adopting it beautifully while two of them are struggling, you must work hard to get the two back on track. Stay strong and don’t lower your standard, or else the other eight are going to start to slack as well. By not diminishing your expectations, holding users accountable, and providing help and assistance, all 10 sales reps will be completely on board.

5. Demonstrate Real Results

Look for opportunities to showcase the relationship between CRM adoption and the positive sales performance that results from it. Explicitly call these results out when they happen. Here are three examples of these opportunities.

Sales reps quickly follow up on leads delivered in real-time via the CRM resulting in higher lead conversion. Call it out!

6. Provide Ongoing Support

Be extremely responsive to the sales reps’ questions and challenges, and try to support them in real-time. Refer them to your documentation and add their questions to your feedback list if you haven’t addressed it in your documentation.

7. Be Mobile

Reps do not want to have to go back to their desk and spend an hour everyday updating a CRM. This creates detractors. Allow users to update the CRM system in real-time, including while they’re in transit, when they’re coming out of a meeting, and so on. Mobile CRM enables users to access their CRM without pulling out a laptop and connecting to WiFi. Mobile deployment is a critical part of CRM user adoption.

8. Keep the User in Mind

Don’t introduce so much change that users can’t swallow it, and they can’t adopt it even if they wanted to. Pushing too hard or too much will deepen the mindset of existing detractors and create new ones. Your CRM success will only be as strong as the rate at which it can be adopted, not the rate at which it can be implemented.

The CRM adoption process is a journey, not a destination. When asked if the CRM adoption process is ever done, the answer is simply, “No, it’s not.”


Read more at http://www.business2community.com/customer-experience/8-tips-get-team-using-crm-2015-01135865#roodxkOyQwshISmO.99