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Automating the steps in a standard purchasing process to improve customer experience

September 29, 2016/in Blog Frontpage, XPLOR /by Skip Henk

Submitted by Alexandra Truchot, Content Creation Specialist for Objectif Lune.
September 29, 2016

Purchasing one of your products or services is only one of the steps in a more complex customer journey. By the time your customers get to the payment stage, they will have gone through many other crucial stages during which they also interacted with your company. Furthermore, following a purchase, the journey continues because if you want to build customer loyalty or have customers make another purchase, you have to keep in touch with them. So the journey begins with the discovery of your brand and continues with the order, payment and delivery, not to mention the after-sales service, if required.

All of these steps are just as important in order to build customer loyalty and turn your customers into ambassadors of your products and services.

Managing them, however, can be complex and often involve many small and tedious manual tasks. By automating the most essential processes, you could save a lot of time and gain your customers’ trust by offering them a better experience when dealing with your company.

Here are a few steps in a standard customer journey which you can easily automate.

Communications with potential customers
Sales cycles are often long. Prospecting is a complex task. It takes months to strengthen ties with your network and in order to do so, you need to provide high-quality content to potential customers.

Accounts opening
The creation of new accounts is a defining moment in the customer-company relationship. But if this step is made even more complex by the excessive use of paper or tedious manual data entry by your employees, it can be frustrating for potential customers.

Order-taking
Managing purchase orders often requires scanning piles upon piles of documents every day. Employees have to manually enter numerous data to launch the subsequent phases of the process. This causes many delays and orders can sometimes take several days before being confirmed!

Deliveries
When delivering the products to your customers, you have a golden opportunity to interact with them and ensure that their experience is a good one.

Invoicing
Did you know that transactional messages are 8 times more likely to be opened than other types of communications? This is therefore a great opportunity for you to communicate with your customers.

Document management
According to the Institute of Financial Operations, 43% of organizations say that being unable to find the right data in their different customer files remains their greatest issue where after-sales services are concerned. When Customer Service wants to respond to a request, it often wastes valuable time trying to put the information together, or simply even finding the information!

Get closer to reaching your productivity, operational efficiency and customer experience objectives one step at a time!

Alexandra Truchot – Content creation specialist with Objectif Lune. Writer and compulsive reader. Eager for unknown destinations and exciting encounters. Anything is possible, you just have to believe it. Connect with her on LinkedIn.

Objectif Lune has 20 years of experience developing Customer Communications Management solutions. Our solutions bridge the gap between systems and automate more personalized, relevant, multichannel customer communications. Learn more at: www.objectiflune.com.

Providing a more relevant customer experience

August 3, 2016/in Blog Frontpage, XPLOR /by Skip Henk

Submitted by Alexandra Truchot, Content Creation Specialist for Objectif Lune.
August 3, 2016

Do you dream of flexibility when communicating with your customers? Do you want to offer a better customer experience? Are your organization’s systems too inflexible, keeping you from using all the data you need to provide superior service to your customers?

More than ever, organizations are being asked to make dramatic changes to how they communicate with their end clients. There are many occasions for communicating with your customers: welcome messages, invoices, orders, confirmation of payment or invitations to evaluate the services.

Consumers have high expectations and demand personalized, relevant communications. They no longer want multi-page transactional records that do not take their uniqueness into account or highlight the relationship they have with you. Personally, I hate receiving useless paperwork. I don’t want to feel like just another number, and I will always choose a company that offers me service that looks like me.

This is a huge issue today. Organizations that do not make the effort to optimize customer communications are going to quickly lose their clientele to competitors that have been able to get onboard sooner.

So, to keep your customers, your communications have to be responsive. And to do that, you have to be able to quickly and easily modify the documents you send them, based on their purchasing history, geographic location, or marketing campaigns in progress.

In addition to wanting to satisfy your customers, you have to fulfill numerous legal requirements related to transactional records. You have to add specific phrases to comply with a new law or modify certain segments of the invoice in accordance with more stringent laws in a country where you have a subsidiary. In these cases, you have to know how to respond quickly to comply and you really have no choice.

So what to do?

Take back control of your templates by modifying them in a tool specifically intended for document design. The design tool should give you access to advanced functions for personalizing your documents and give you greater flexibility when you want to modify them.

But obviously, you don’t want to get rid of the old templates created using your ERP system and start completely from scratch.

There are now business document composition tools that go beyond mere design. Getting a tool that functions like a middleware system and regenerates the old templates into something more dynamic and modern, will give you greater flexibility. You will not lose your old templates – you’ll improve them. You’ll make them relevant, customizable and interactive.

In addition, you will be able to take advantage of them to move to multi-source communications. A good tool will enable you to easily send your documents using various means. But to smoothly make the switch to digital, you can refer to my advice in my previous note.

Why is it so difficult to switch to digital?

July 20, 2016/in Blog Frontpage, XPLOR /by Skip Henk

Submitted by Alexandra Truchot, Content Creation Specialist for Objectif Lune.
July 20, 2016

According to IDC, a market research firm, by the end of 2017, two-thirds of the 2000 largest companies (ranked by Forbes magazine) will have digital transformation at the centre of their corporate strategy. Most already see digital transformation as a must. Moreover, 55% of those organizations feel the urgency to act within the year, at the risk of falling behind their competitors.

However, few of them have already completed the conversion. In fact, some have hardly begun.

That’s because switching to digital is no easy task, and here are the three main reasons.

Lack of flexibility in terms of communication
You have to be responsive in your communications in order to keep your customers. And to be responsive, you need to be able to easily and quickly change the documents you send them, based on their purchase history, geographic area, or even your current marketing campaigns.

You also need to be able to send those same documents digitally (email, web portal, EDI transactions, etc.)

Nonetheless, InfoTrends estimates that it takes an average of three months to make small changes to document templates, and twice as long (seven months!) to make major changes. Some examples of small changes to document templates include updating a company’s logo or a signature, or changing small segments of a text or paragraph. Major changes include completely re-doing the template, including the style, messages and branding.

An aging architecture
Do you sometimes feel trapped by your rigid systems that never seem suited to your organization’s changing needs?

Older systems rarely provide interactive or digital features, because they were designed long before the Internet played such a huge role in business.

For example, the inflexibility of many ERP systems complicates and slows down document updating processes. ERP systems don’t allow you to take into account the new trends in managing customer communications (modern graphics, Internet and HTML use). It gets very costly to make changes directly and requires setting up long-term projects, involving the cooperation of several departments in an organization (IT, operations, and finance).

Managing data from a number of sources
Over the years, a company puts many systems in place to meet the business needs of its various departments. The company ends up with several systems from different eras that often don’t interact well with one another. It would be quite costly to replace all of them for the purposes of data exchange.

Workers have often get into the habit of directly printing documents from each system to collect the information they need. What a waste of time and money when it would have been easier if the systems exchanged data automatically.

Not only do you need a middleware system that allows you to bridge the gap between your systems and retrieve the data you need, but you’ll also want to easily convert and standardize the data moving between systems, if necessary.

Improving the Customer Experience through Better Document Management

June 24, 2016/in Blog Frontpage, XPLOR /by Skip Henk

Submitted by Alexandra Truchot, Content Creation Specialist for Objectif Lune.
June 24, 2016

Every organization produces an endless stream of documents. And the more your business grows, the more documents you produce. So managing all those documents becomes very complicated. And it often negatively affects the customer experience.

It becomes even more complicated because the documents are on a variety of media and have to be sent through different channels (mail, Internet, email, EDI, etc.). Document management becomes a huge puzzle! It takes an incredible amount of time and frustrates employees, as well as customers who don’t understand why it’s taking so long to get an answer.

When it comes to answering customer queries, a single employee spends an average of two- and-a- half hours a week looking for information. Moreover, searches are carried out using, on average, three different content managers (all types of media included). It’s no surprise that most employees find it painful!

When you call Customer Service, do you appreciate being put on hold for several minutes before getting an answer to your seemingly easy question?

Automate your document workflow
Automating your document workflow is a must and helps centralize your information. If you don’t automate, having a content management system (ECM) will not be enough because you won’t have the ease and flexibility of using and sending your documents as you please.

Besides, you should be able to manage your documents regardless of delivery channel or medium. In other words, it shouldn’t be difficult to send an invoice to a customer by email, and save it in XML in your archives, even if you’ve received the initial invoice information on paper.

By automating your document workflow, you can cut down on costs, not only by reducing printing but by enhancing productivity and minimizing errors.

Facilitate communications with your customers
Imagine each time you receive a purchase order, no matter which channel it comes through, the document is captured and automatically saved in your systems. You can then retrieve the data needed to complete the order process. At the same time, you can save it in the proper file so that when your customers call to talk about their purchases, you’ll quickly know where to find the information, whether they’re calling one week or six months after making the purchase!

Now picture your delivery confirmations being automatically saved in your company’s content management system each time you deliver a product to a customer. At any time, you would be able to easily prove that the delivery was made, and more importantly, you wouldn’t have to chase after your drivers when a PO goes astray or is illegible.

You would be able to provide quality service to your customers throughout the purchase cycle.

Are you thinking that automating these steps is complicated? Or that this kind of solution is only for large businesses?
Think again—document management can be much simpler and help you as your business expands!

How to Personalize Your Customer Communications

June 13, 2016/in Blog Frontpage, XPLOR /by Skip Henk

Submitted by Alexandra Truchot, Content Creation Specialist for Objectif Lune.
June 13, 2016

Personalizing customer communications continues to be a hot issue and many organizations still have a hard time doing it well.

I regularly buy my beauty products at a fairly popular store. Every month for the past several years, this store has been sending out colourful cards with monthly or seasonal discounts to everyone on their mailing list. You need to present the card at the store to get your discounts and a gift. Eventually, I stopped reading the cards because they were always the same and seemed impersonal. Everyone across the country got the same card at the same time, and the discounts were rarely for products that interested me. I never felt that the cards had anything to do with me, other than the fact that I was a customer. And although I had made purchases on a number of occasions, I didn’t feel loyal to that store.

But a few weeks ago, I received a different kind of card. This time, it said that a product I had bought last year was on sale. And if I liked that product, they suggested I try a new related product. It wasn’t a big deal, but I felt that they were addressing me, and that they had taken the time to suggest something personal that fitted my situation. They were not just sending some generic card meant for their entire customer base.

Since then, I’ve been receiving cards that are specific to my needs and I appreciate the gesture.
So yes, it’s important to personalize your customer communications, and by doing more than simply changing the name!

Here are a few things you can customize in your communications, whether they are promotional or transactional:

A different picture for each customer
Local contact information only
Personalized URL
Personalized ads

What’s the best part of all this? You can make the changes regardless of whether your mailings are sent electronically or by regular mail. If you have a tool that helps you manage both types of communication, you can easily add the same personal touch to each.

Your customer will place greater trust in you and become loyal!

Going Digital at Your Own Pace

May 25, 2016/in Blog Frontpage, XPLOR /by Skip Henk

Submitted by Alexandra Truchot, Content Creation Specialist for Objectif Lune.
May 25, 2016

Going digital: everybody’s talking about it. For some people, it’s a no-brainer and has been reality for a number of years. Others are still struggling to digitize their business procedures. Any way you look at it, the future is digital. But making the switch is complicated.

In a perfect world, you would always send documents by email or publish them to the web. Not only would you be more efficient, you would save money.

Yet, most of organizations still do not send electronic invoices, even in simple PDF format! Customers are still requesting paper invoices and the employees are used to handling documents as they always have. Often, organizations do not have all of their customers’ email addresses. Small- and medium-size enterprises (SME) that began operations prior to the advent of digital, for the most part continue to use paper. Large businesses can afford to develop custom solutions and withstand the risk. SMEs that start up today put digital solutions in place from the get-go. But for medium-size enterprises that have been in business for a number of years, the risk is too great of placing the billing process at a disadvantage or weakening their finances by changing their procedures too abruptly. They lack the means to throw themselves into costly development projects and do not have the in-house resources to modify the systems in place.

Is your organization experiencing these problems?

There is, however, a way to remedy this situation without generating astronomical costs and up-ending your current procedures. Digitize your in-house procedures first. The transition will be smoother when you are ready to communicate electronically with your customers.

Here are some first steps that will make it easier for you to go digital.

Set up an automatic digitization process for archiving your communications with your customers, such as invoices and other documents. Using a middleware system, you collect customer communications to digitize them and make them available as needed. This means that you are keeping electronic copies of all your records, even if you still do not send them to the customers.
Have customer service employees routinely ask customers for their email address when speaking to them on the phone.
Archive these documents in an .XML file and generate PDFs solely upon request for a copy. This takes up less space on your servers.
Start by always sending PDF copies of current accounts in addition to the paper copy requested by the client. You won’t be abandoning paper right away but you will be starting a smooth transition.
Once you’re more comfortable with the digital format in-house and your clients are used to receiving a PDF copy, it will be time to format your invoices so that they can be sent directly in an HTML email.

The right solution adapts to the processes you already have in place and does not require changing everything. Be careful with anything promising drastic changes; you need a solution that will adapt itself to what you already have.

4 Ways to Improve Your Customer Communications

April 25, 2016/in Blog Frontpage, XPLOR /by Skip Henk

Submitted by Alexandra Truchot, Content Creation Specialist for Objectif Lune.
April 25, 2016

You’re probably bombarded with articles showing the need to improve your customer communications.

Now that you’re well aware of the impact the customer experience can have on your business, how exactly do you go about it? What are the main things to keep in mind and to implement?

Multichannel, rather than digital, communications
We repeatedly stress the importance of moving into the digital age. But consumer expectations are more complex than simply wanting to communicate with you by email because they are all different in terms of their speed in adapting to the digital world: traditional channels only, a little bit of digital or digital in every aspect of their lives.

All of these consumers co-exist, and it’s not as easy as it used to be to separate them simply based on age. Seniors are now as digital savvy as young people, who are still gravitating between traditional and digital. You have to be able to reach all of them. If not, a competitor will beat you to it.

Mobility and consistency
Not only are consumers connected 24/7, but they travel around a lot. And they want access to the same quality of information, no matter where they’re located.

Most companies have already started to offer their content through mobile and email, but it’s not easy to read, extends beyond the device’s screen and doesn’t offer the same features. Simply put, because companies are still not managing to change content based on the strengths of each platform, they settle for using the same elements, regardless of where the content is posted. But customers have less and less patience with sites and email unsuited to mobile. They want a total, consistent experience.

Being responsive and fast
Mobility leads to a real-time need. Customers are now used to getting news at any time, and as soon as it happens. They expect things to work the same way in their business relationships. They want information to be available 24/7 and on demand.

More than anything else, consumers assess your response time. Organizations that can respond in real time are now getting ahead of the curve.

Your customers want their next invoice to reflect the latest call they had with you, even if it was only a couple of days ago. If they request a change in their account or billing, you can no longer afford to wait several weeks before accounting for it in the communications sent over any of the channels.

Loyalty: an ongoing pursuit
Loyalty means little anymore. Just because customers buy your products, it doesn’t mean they’ll stick with you forever. Nowadays, they need to be wooed on a continual basis because they’re always assessing you. The digital age has made it possible for them to move around: in just a few clicks, they can find out what your competitors are doing. They can make quick online comparisons.

If the competitor seems to be offering a more personalized customer experience, chances are your customers will go to that competitor, even if your products are top of the line.