In order to optimise self service or channel shift, there are a couple of simple places to start in a “Best Service Is No Service” solution: a) identify the customers’ need in the customer language and b) just test the journey and its variations.
A good example yesterday, phoning my insurer to add a car. The web site was not simple but I could eventually find the tiny “already a customer” area amongst all the sales messages. There was then a specific option for “adding a car to an existing policy” with a specific number to use. So far so good – I think I’m getting somewhere.
Then I hit the the IVR on that number. Long standard message that’s unnecessary, followed by choice which is evidently the main menu off the main number: sales, service, claim. A complete waste of my time finding and using the option against my need.
I pick the option for an existing customer. I then get the long standard message repeated again ( so there probably used to be a routing from that number I was given to this point – now wrongly routed obviously). I then choose the one for existing customer over new quote pending and something else I don’t recall. I then choose the add a car option.
So the IVR was well enough designed, few levels, obvious choices. Hopeless standard messages.
I get answered by someone in customer services who eventually says he cant add vehicles and I need to ring the sales line and gives me an 800 number to try. I’ve used it not long ago and know they don’t like doing anything but new sales ( spot the incentive scheme in overdrive).
So I go round again with the “direct” number. I end up in the same place, this time with an offer of a transfer to sales. I question them – “so to get to the place to add a car to an existing policy I need to deny I’m a customer?” – “yes, that’s correct”. No other comment – he’s obviously numb. So I do it again( surely I pressed something wrong) and this time take the transfer and start the add a car process ( which finishes some 90 mins later – another story).
The moral of the story is whether direct lines, IVRs or a combination, you have to travel and test the journeys and fix the details. Otherwise its dumb. Good start on web site, no facility to do online, wrong number, ok IVR design, wrong routing, 3 calls and 1 very long experience at the end of it. A LOT of customer effort, and a lot of cost to that business. No wonder the price was incredibly steep at the end of it and the twitterati are slagging them off.
