The state of your business, as told by data
From the top, make it drop: that’s some valuable insight. Learn how sales, service and customer data can help your business get the big picture
Last updated April 21, 2021
“Customer experience works better when it’s driven by data.”
In our hyperconnected digital age, it’s easy to feel like we have a window into everything around us. We see our friends updating their Instagram stories, our colleagues on Slack and LinkedIn, our matches on Hinge, our meals on GrubHub, our groceries on Instacart — okay, maybe we compartmentalise more than we realise.But why should that stop us from breaking down barriers at work?
We could all be a little better at seeing the big picture. Organisational silos should be a thing of the past. But we all know that old and patchwork-connected software is inhibiting us from sourcing and acting upon important data. Every aspect of the customer journey can produce useful insights, and thanks to software that brings together and visualises data, we can act on these insights to effect change across the organisation.
If your company is using a sales CRM, you’re sitting on a wealth of insight that can be drawn upon and turned into actionable insights. If your company isn’t using a sales CRM, it might be high time to liberate yourselves from the spreadsheets and email threads.
Within your sales CRM, there is a certain amount of self-monitoring your agents can do. It’s reasonable to expect an agent to be on top of their own calls and pipeline — and good for their managers to be able to see into their team’s data too.Typically, a sales manager might track the number of calls per day, the pipeline created per week, the number of meetings per week and the progress of deals.Keeping track of all of this in a spreadsheet sounds daunting… but using a real-time dashboard or widgets embedded in the CRM makes it easier to visualise, track and share this data.
Sales data — like total sales, your marketing funnel to indicate where deals are in your pipeline, which deal sources are successful and how sales reps are doing — can all be analysed and lined up against company goals.And when it comes to sales data, the more you collect, the better.The largest data set possible will give your team the more accurate insight. Expensify, a Zendesk customer, analysed millions of data points around their sales activities and quickly found opportunities to improve their sales process.
To understand why service data is important, we need to understand what modern self-service looks like. Rather than considering self-service to be its own channel (for example, a knowledge base stocked with articles), it’s helpful to consider the ways self-service intersects with other channels.
Chatbots are an example of self-service in live chat and messaging. A chatbot is often the first point of contact for a person reaching out to customer service. While the customer may want to speak to a person, their query may be deflected to a self-service help desk article or answered by the bot.Answer Bot, which can be programmed into Zendesk’s live chat and messaging solutions, offers up help centre articles as a first point of service unless the customer wishes to escalate to an agent. Flow Builder, an out-of-the-box decision tree, can be used to programme Answer Bot to make more complex decisions.
Tracking and iterating on data relating to self-service can help companies create a targeted approach to better serve their customers. Why prioritise self-service? It might be better for your business. Since the start of the pandemic, companies of all stripes have seen a surge in tickets and the most agile of them are prioritising self-service. Over 70% of these agile companies have added new articles to keep pace with evolving customer needs and at least one in five have increased the number of dedicated agents.
To track service data in Zendesk, users can access and share numerous dashboards. For example, a dashboard showing bot answers and resolutions by date, so you can find out where bots can step in or where to build out conversational flows that lead to resolution. A dashboard that shows resolution and click-through rates (CTR) by date might show when customers are uninterested in self-service and prefer real-time conversations — which could be further reflected in a dashboard showing agent-assisted versus unassisted bot resolutions.And to see which help desk articles need to stay updated, users can table Answer Bot activity by article. If certain articles are getting the bulk of attention, the data might be able to help you figure out what it is about your product or service that could be improved.
Customer data can be broken down into two categories: data about the customer and KPIs from your customer base.
Data about the customer — like their name, their conversation history, their preferred channels or their previous purchases — is relevant to your agents because it provides the context needed to create personalised and efficient customer experiences, as well as more personalised and engaging interactions.Customers who start a conversation with a bot, for example, shouldn’t have to repeat themselves when an agent takes over.Customers who start a conversation via chat before getting a follow up email shouldn’t have to repeat themselves either.Highlighting and displaying relevant information for agents — while keeping customer data secure — is key to eliminating common CX roadblocks.
Customer service KPIs, like CSAT (customer satisfaction), ATR (average time to resolution), or FRT (first response time) tell you a lot about how your support team is doing.Different channels have different average response times. Different channels have different average CSAT scores — and so do different rated tickets.Zendesk users can access dashboards that show CSAT scores alongside rated tickets by date, in order to get an impression of how their support team is handling customer requests. These dashboards can be sliced by channel or priority to see which teams are doing well and which need improvement. Insights gleaned from these dashboards can affect the customer experience directly, especially if your team decides to add more channels.
Why integrate your data?
Seeing the big picture means integrating data from across the organisation. Integrating data means understanding customer health and proactively resolving issues. It means measuring and attributing revenue across your sales and service teams, and giving your teams context between sales and service interactions, so they can provide higher quality personalised experiences. Ultimately, the best customer experience is data driven.
Sales data, customer data and self-service data might be different arms of your organisation, but they all lead to the heart of the business. The right software can help you track, share, analyse and iterate on crucial data sets – so you can finally cut through organisational silos and be better for your customers, prospects and organisation.
Optimise your self-service with the right metrics
Data is beautiful, but between the real-time dashboards and historical analytics, do you know how what you're looking for?Learn to identify the most important KPIs to celebrate wins, make changes and improve the state of your business
Optimise your self-service with the right metrics
Data is beautiful, but between the real-time dashboards and historical analytics, do you know how what you're looking for?Learn to identify the most important KPIs to celebrate wins, make changes and improve the state of your businessGet the guide