Powerful Customer Service with OroCRM + Zendesk

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CRM FOR COMMERCE Open source CRM with built-in marketing tools for your Commerce business.

Transcript of Powerful Customer Service with OroCRM + Zendesk

CRM FOR COMMERCEOpen source CRM with built-in marketing tools for your

Commerce business.

Zendesk + OroCRM

Jary Carter (Co-Founder, OroCRM)

Laura Pappas(Head of Retail &

eCommerce Marketing, Zendesk)

Brandon Briggs(Business Development

Manager, OroCRM)

AGENDA1 Introductions

2 Retail Industry View

3 Case Study

4 Product Demonstration

No CRM for Multi-Channel

Market Challenges

Flexible, Reliable, Open

Business Platform

280,000+Unique Site Visitors

OroCRM Momentum

15,000+Registered Users

1,500+Active Customers

35,000+Product Downloads

15+Worldwide Partners

Single View of Customer – Across Channels

Magento Purchases

eBay Purchases

In-Store Purchases

Sales Calls

Email Campaigns

Support Requests

OroCRM

Sales Marketing

Created for Sales & Marketing

CRM FOR COMMERCEOpen source CRM with built-in marketing tools for your

Commerce business.

presented by Laura PappasHead of Retail e-Commerce Marketing

TODAY’S GOAL• What is Zendesk

• The Effortless Customer Experience

Zendesk builds software for better customer service

Customer accounts per country

>1,00

0

500-

999

100-

499<100

140countries

50,000 customers

Customer accounts by industry

5

INSTANT TRANSPARENT PERSONALIZED UBIQUITOUS

989 MARKET STREET

Customer expectations have changed dramatically

ManagersAgentsCustomers

Built with users in mind

CHAT

EMAIL

SOCIAL

PHONE WEBSITE

MOBILE

A single view of the customer

Effort and Conversion:

Effortless, not delightful.

55% of U.S. online adults will

abandon their purchase if they

cannot find a quick answer to their

question

For 77%, valuing their time is the

most important thing a company can

do to provide good service

Forrester, North American Technographic Customer Experience Survey,

2014

90% of companies view customer

service as one of their top priorities

60% use customer experience as a

competitive differentiator

Forrester, State of Customer Experience Management, 2013

What makes a customer service interaction good?

Zendesk/Dimensional Data, 2014

The problem was resolved quickly

The person who helped me was nice

The problem was resolved in one interaction

not passed to multiple people

The outcome was what I wanted

no more, no less 47%

63%

65%

69%

Self-service was the most popular customer service channel in 2014

76% online self-service

73% phoning a rep

68% emailing the company

58% chat

37% contacting a company via Twitter

Channel Management: Core toYour Customer Service Strategy, Forrester, 1/20/2015

40% of callers have already

searched for answers

1 to 3% of online shoppers end up making a purchase during that site visit

Customers who chat convert at nearly 3.5X the rate

of those who don’t, with an increased average order value of 10-20%

The Six Key Elements of Proactive Chat, Forrester, 10.15.2014

(BTW, Pinterest is also a Zendesk customer.)

Thank you!

CRM FOR COMMERCEOpen source CRM with built-in marketing tools for your

Commerce business.

Pick Your Plum

Collected Customer Data

Using OroCRM to Quantify Data

Aggregate Metrics

• Top Customer Service Issues• Average Customer Lifetime Value• Average Orders Per Customer• Average Time Between Orders

Analyze Trends

• Hot Customer Service Issues• Relationship Between High Needs – Lifetime

Value

Focus on Individuals

• High Needs Customers• Frequent Purchasers• High Value Customers• Idle Customers after CSR Interaction

Pick Your Plum Case Study

CRM FOR COMMERCEOpen source CRM with built-in marketing tools for your

Commerce business.