(CEM) Customer Experience Management: Use Voice for ‘CEM Conversations’

“2011 was a big year for customer experience management (CEM)….  CEM incorporates many channels, for example social CRM, which offers the means to understand where, what and which conversations are happening, and how to engage in conversation. Social CRM can be used for engaging internally within a sales team, as well as externally with the customer in a collaborative conversation in order to provide mutually beneficial value in a trusted and transparent business environment.” (Steve Fearon, Oracle: “The evolution of CRM to customer experience management is happening, January 26, 2012″)

ENGAGING IN CONVERSATIONS” is the key to social CRM and the new Customer Experience Management approaches to “providing mutually beneficial value in a trusted and transparent business environment.

CONVERSATIONS! 

Conversations are people talking to each other, communicating, explaining, sharing, and collaborating.  All human exchanges require the use of “voice,” which is word and sentence and paragraph based, whether that voice is spoken or texted.  And the easiest and most satisfying conversations, especially of any length, are communication by voice – people talking to each other.

Voice-based CRM data entry using human transcription, rather than speech-to-text software, opens the space for speakers to explain the background and context of the information, to phrase and rephrase the explanations to get them right, and to relate the information personally to the listener/receiver.  Speaking is natural, intuitive, and powerful, and a phone-device makes speaking fast and effective.

Voice is the most effective communication vehicle between and among sales team members, sales reps and their customers, among customers, and among management groups in the various organizations.  Conversations, talking, explaining, asking and answering questions, clarifying positions, expressing thanks or concerns, etc.  People explaining, sharing, responding.  CONVERSATIONS!

The best voice-based CRM data entry systems are simple and very effective.  Just dial a number, enter a secure ID or PIN number, enter an open dictation environment, and speak in the information.  The voice-based CRM systems that promise accuracy and freedom from extended editing then use human transcriptionists (native English language speakers and U.S. citizens) to transcribe the audio message, and sync it automatically into the CRM fields and onto executive dashboards.

Social interaction, as CONVERESATION, is not about numbers, statistics, or jots or tweets or notes.  Social interaction is about CONVERSATIONS that involve exchanges of explanatory information through sentences and paragragphs among the parties, with explanations, examples, stories, questions, answers, and all other kinds of social interactions.

Steve Fearson with Oracle continues, “A successful social CRM strategy for sales requires much more than access to social information about prospects. It requires a fundamentally different selling process. B2B companies need to leverage the vast volume of customer data and insights, but how the data is aggregated, transformed into intelligence and integrated into the sales process are the primary factors in determining the success of a sales organization ‘going social’.”

We need more than just information (the typical CRM system that monitors activity with numbers and statistics); we need “insights (CONVERSATIONS)…  aggregated, transformed into intelligence and integrated into the sales process….”

Voice has to be captured in its full expression and explanation and then converted into digital form and entered into the CRM system in such a way that it can be “displayed” for all to see and available for drill down for use in the new SOCIAL CRM system.

Sales Collaboration and Social CRM

Wonderful tools exist today to enable positive, continuous, and productive social collaborations.  One of the most powerful for longer, text-based communications is voice-based CRM data entry.

The December 2011 issue of CRM Magazine leads with an article by Jim Dickie of CSO Insights titled, “Sales Collaboration: Can I Get a Little Help Here?”  He gives three of the “right types of investments in sales collaboration CRM solutions.  One is “…live collaboration, utilizing Web-based meeting support, leveraging tools like GoToMeeting, WebEx, Connect, and Live Meeting….”   Another is “virtual sales support, using tools like Brainshark, Mobilepoint, and Ro/Innovation.”

The other (the second one he mentions) is social collaboration.  He says of this solution:

“In a social enterprise, reps can use sales collaboration to present problems or issues that others can work on with them to solve.  The information is then retained in the system, available to other reps who may have similar issues down the road.  This allows the company to harness and leverage the tribal wisdom of selling, and share it worldwide.”

Some of this kind of social information is short, quick, and simple.  It can be handled easily with note-type applications and through short statements or numerical entries on various smart phones and tablets.  These notes are easily gathered through speech recognition applications, and that marketplace is exploding with new applications for these technologies.  As David Myron, Editorial Director for CRM Magazine says,

“While the latest voice-enabled iPhone is not exactly a CRM tool, it will improve the general public’s perception of speech technology and voice-enabled CRM technology” (CRM Magazine, “Voicing the Future,” December 2011, 4).

However, some of the information is long, textual, paragraphs; complex and explanatory.  These statements of information to be shared are not amenable to speech recognition and voice-to-text technologies.  Often the persons entering these longer communications are not using a trained and controlled and narrowly controlled phone connection or environment.  Often these sorts of communications require starting, stopping, referencing, alluding to, checking information and moving away from the mouth piece, dealing with interruptions, head colds, and many other disruptions and interruptions and interferences.  Longer messages in the social collaboration, social CRM environment need a different technology better suited to that need.

Ironically, the proven most successful social collaboration tool is a voice-based system with manual transcription and automatic syncing into CRM systems such as Salesforce.com and Microsoft Dynamics.  Human to human, with 98% accuracy, a human intellect listening and transcribing, getting it right, adjusting as the speaker adjusts.  A native English speaker, a US citizen as transcriptionist.  Established security of the systems and the people.  Quick turnaround.  Automatic syncing into CRM software.  Very reasonable costs.

Perhaps one of the most significant social CRM tools for longer and more complex applications is one quite “retro” – human intelligence in support of human intelligence.  What a unique concept?