No Matter Where Technology Takes Us, Clients Still Need a Human Touch

No Matter Where Technology Takes Us, Clients Still Need a Human Touch

If you’re aiming for omni-channel excellence, or simply looking to thrive on your channels of choice, don’t forget about the human side. In fact, it should be your first priority. With every new trend and communication channel comes new opportunities to connect, so it’s natural for marketers to seek out the most promising tools for the job. The challenge is that every trend has an expiration date, and it’s too easy to sacrifice the fundamentals in favor of the hot, new tool with an unknown shelf-life.

The process of building a seamless, positive consumer experience starts from within, and should affect your business at every level. If you’re not on the same page internally, it’s impossible to provide the type of experience that transcends channels.

Consumers care less about channel than you think


The experience of the consumer is not defined by the channel that they use to engage, because for most people a channel is a means to an end. They want to contact customer service, learn more about a special offer, air their grievances, or maybe even make sure that an especially helpful employee receives full credit for a job well done. Whether they do this through Facebook, Twitter, your mobile app or a fax machine, their goal is to complete a task – even if that task simply happens to be exploring what your brand has to offer in an open-ended way.

Appearing in the right places is important, but it’s only a step on the path to the larger goal of forging real relationships with your customers. Just as importantly, consumers expect a seamless experience regardless of the channel they use to establish contact. That’s where the internal cohesiveness of your organization is really put under the spotlight. A customer’s question or concern doesn’t always fit into a predetermined box. They just want help from someone, regardless of title or channel.

If sales, marketing, and customer service aren’t working from the same basic foundation, an omni-channel experience remains out of reach. This includes sharing key data. But even then, the goal of sharing data is to provide a personalized, human experience no matter what technology the consumer uses to initiate contact. It’s also important that everyone works from the same set of values whether we’re talking about pure customer service, dispute resolution or targeted, personalized marketing.

Being human boosts your appeal in any channel


It all comes back to one of my favorite topics, and it’s something that is within grasp no matter the size of your business. Just be human. Every interaction with a customer is a chance to build brand loyalty, make a positive impression, and over time turn that customer into an enthusiastic advocate for your brand. The little moments where you go above and beyond are often the most memorable for your customers, such as:

  • A near-immediate response to a pressing question on your social page
  • A few extra minutes on the phone to make sure an issue is resolved thoroughly
  • Remembering the names, faces, and preferences of people who visit your small business regularly
     

You may use new and evolving tools to make those things happen, but the tool is secondary to the moment it helps create. There’s also much to be gained by preaching customer service across the board, because the customer’s channel of choice won’t always lead to the point of contact they’re “supposed” to reach. With digital channels, everyone who represents your company publicly may become the face of your brand for a customer in need. Prioritize customer service, be human, and put the focus on people first, channel second.

This first appeared on http://tedrubin.com/http://tedrubin.com/.

Ted Rubin
Marketing
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Ted Rubin is a leading Social Media Strategist, Keynote Speaker, Brand Evangelist, and Acting CMO for Brand Innovators. In March 2009, Ted started using and evangeli ... Click for full bio

Choose a Client Portal as Wisely as Choosing Your Dog

Choose a Client Portal as Wisely as Choosing Your Dog

People tell me that dogs are a sign of how the dog owner feels about him or herself and what they value. I agree.

The 6'9" man with the tiny dog tells me that he values love, being cuddled and protected. The scruffy 5'9" man with the two greyhounds tells me he values the feeling of being stately and proper. And the woman with the fancy white poodle values feeling sharp and noticed.

A consumer portal is no different.


The portal and contents send a clear message on what the business values the most and wants its clients to value. If the portal showcases investment performance, the advisory firm is telling the client that investment performance matters the most.

If the portal accentuates a person's net worth or probability of reaching their financial goals (2nd home, college, retirement), the advisor is telling the client to care most about achieving their goals and watching their bottom line.

Related: Avoiding the Integration of Technology Can Mean the Death of Your Business

So before your business chooses a consumer portal, think about the message you want to send to the public and clients. It is no different than the message that your dog is publicly sharing about you. What you choose tells others what you value. And just like a dog, you can't return the portal so easily. So choose wisely.

If you seek help, don’t hesitate to click HERE to schedule a one-time Boost Call or HERE to inquire into our lean, business operations strategy services.

Jennifer Goldman
Operational Excellence
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Jennifer Goldman is founder of My Virtual COO and comes to us with 20 years' experience optimizing the use of tech and people to improve RIA firms' productivity and profitabil ... Click for full bio