CX Executive Research Report (4)

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CX EXECUTIVE

RESEARCH REPORT

2024

People

Process

Tech

27%

say coaching & training

is their top goal.

2024 CX EXECUTIVE RESEARCH REPORT

BY THE NUMBERS

60%

prioritize AI and

related automation

technologies.

60%

of executives say a trained

and engaged workforce

is vital to day-to-day

operations.

65%

of Fortune 500 Executives

plan to adopt AI &

Automation in the next 12-

18 months

69%

of executives in Telecom and Retail plan to adopt

AI & Automation in the next 12-18 months

50%

say contact center technologies

significantly enhance CX.

2024 CX EXECUTIVE RESEARCH REPORT

Summary, Insights, and More

People are the most critical aspect of contact

center operations, but technology plays

the most significant role in the customer

experience, according to The Northridge

Group’s latest CX Research Report: Executive

Edition 2023.

Northridge Group’s survey of 200 business executives from

Fortune 1000 organizations provides comprehensive information

about the state of the customer experience as it relates to contact

centers. This report offers actionable insights into the challenges

businesses face when adopting new tech, the investments to

prioritize in 2024, and how to create a symbiotic relationship

between people, processes, and technology.

Join us as we explore the results of Northridge Group’s CX

Research Report: Executive Edition 2023. All statistics and insights

outlined below were obtained directly from our survey.

2024 CX EXECUTIVE RESEARCH REPORT

Technology and People:

Harmonizing Contact Center Dynamics

Although people remain the cornerstone of contact center operations,

technology increasingly dictates the quality and efficiency of the

customer experience. This interplay is the critical focus of our CX

Research Report: Executive Edition 2023.

Neither tech nor support agents exist in a vacuum. They are the two foundational pillars of the

contact center ecosystem. Understanding their interdependence will help you curate a better

customer experience that supports your long-term organizational goals and bolsters retention.

2024 CX EXECUTIVE RESEARCH REPORT

By the Numbers

Before shifting attention to the

deeper insights yielded by our

survey, review this rundown of some

key findings that have immediate

implications for your contact

center management strategy.

People vs. Technology Impact

A majority (60%) of executives share that a

trained and engaged workforce is vital for day-

to-day operations. At the same time, more than

50% assert that contact center technologies

significantly enhance the customer experience.

The most successful contact center leaders

understand that the success of one element is

inextricably linked to the other.

Investment Priorities

Investment preferences vary across industries,

but there is an apparent tilt toward technological

improvements. This emphasis on technology

does not diminish the importance of investing in

people through training and coaching. Investing

in the workforce is especially important in sectors

like financial services.

Nearly 60% of respondents prioritize AI and related

automation technologies. Executives in specific

sectors are leaning into AI at an even higher rate:

65% in Fortune 500 companies, 69% in telecom,

and 69% in retail. The AI revolution is in full

swing, and leaders of the world’s top businesses

are on board. This generates a new question,

however: how to incorporate AI technologies into

the contact center efficiently while still engaging

the people? Training is at the top of the list.

Coaching and training come in at a distant second

to technology, with 27% of respondents listing this

as their top goal. However, 50% of respondents

in the financial services sector cite coaching and

training as their primary investment priority. This

number indicates the recognition of the tight

regulations this sector faces, as an under trained

workforce can expose businesses to liability.

Companies need to remember that to maximize

the ROI of their AI investment, they will also need

to invest in training and change management for

their employees.

2024 CX EXECUTIVE RESEARCH REPORT

By the Numbers

Customer Experience Metrics

Everyone understands the importance of

customer experience (CX) metrics like customer

satisfaction scores (CSAT) and net promoter

scores (NPS). Nearly four of five retail executives

(78%) consider CX metrics their top performance

indicators.

Meanwhile, 61% of all executives surveyed

say these metrics are the most important to

their organization. Those that recognize the

importance of CX metrics are shifting their

contact centers to become a loyalty and revenue

generating center.

Additional metrics to consider include the lifetime

value of a customer, the customer health score,

and customer growth engine. These value-based

metrics offer executives supplementary insights

about a customer’s impact at an organization

over time. A customer’s lifetime value shows

the financial impact they have for the duration

of their contract, whether months or years. A

customer health score provides a value for the

health of a customer through select inputs that

span the entire customer experience. Discover

the customer growth engine by subtracting

customers lost from customers gained on a

quarterly basis. This number shows customers

entering vs. leaving the market journey.

Challenges With Technology Investments

Over half (52%) of respondents find building

a compelling business case for technology

investments challenging. This issue is acutely

felt in healthcare (88%). In our experience,

companies that build a strong business case

and define the business requirements and

technology needs to support those requirements

clearly have significantly more successful

implementations.

Although technology may require a significant

initial investment, the long-term benefits, such

as improved customer experiences, increased

retention and reductions in care costs are

invaluable.

Nearly 60% of respondents from Fortune 1000

organizations say contact center technologies

have the greatest positive influence on customer

experience. This includes self-service tools,

including appointment scheduling applications

and online bill pay platforms. In fact, up to 70

percent of medical patients prefer to schedule

their own appointments, according to 2021 data.

Automation tools, especially text reminders and

after visit communications, are just as important.

With the help of automation and AI, connecting

with customers before and after visits is not only

quite simple, but proving to be profitable when

creating loyalty.

The Workforce of the Future

The workforce dynamics of contact centers vary

by industry. While some sectors lean toward

traditional in-office setups, others embrace

the hybrid model. This diversity necessitates

adaptable strategies for training and productivity

assessment.

The proliferation of hybrid and remote work is

reshaping how businesses hire and manage their

workforce. When asked to provide insights about

the future workforce, 42% of respondents foresee

a hybrid model.

To prepare, your organization must first

determine its preferences and consider how

these views align with those of current and

prospective employees. While you may prefer an

in-office approach, many workers find hybrid or

remote options more appealing. However, 64%

of Fortune 500, 50% of telecom, and 43% of retail

executives prefer traditional, in-office setups.

Therefore, you must consider a solution that will

meet your staffing needs while delivering the

best possible experience to your customers.

2024 CX EXECUTIVE RESEARCH REPORT

By the Numbers

Training and Productivity

The new normal of hybrid workers has managers

rethinking how to effectively manage. Nearly

100% of respondents (95%) believe they need

separate productivity assessments based on

employee location (office, home, and hybrid).

Likewise, 92% of executives advocate for location-

specific training (those working remotely vs. in-

office) and coaching methodologies.

No matter what workforce model you use,

managing employees in a remote and hybrid

workforce requires changes to the traditional

approach. Best practice is to incorporate a variety

of learning modalities into any training and

coaching methodologies. These should include a

variety of interactions that are cadenced and ad

hoc to create a connected employee. Companies

that build robust knowledge management

systems have a significant advantage in building

strong performing employees and decreasing the

time to ramp-up after new hire training.

Recently, The Northridge Group worked with a

nationwide retailer to assess their contact center

and identify areas of improvement. Of the many

areas we addressed, new hire training topped

the list. After redesigning their onboarding

training, as well as enhancing Knowledge Articles,

employee retention and engagement increased

by an incredible 8% in just one year. Numbers

continue to climb in year two.

We saw similar results with a large healthcare

company. By redesigning the training process

and tailoring the content to meet the unique

requirements of both facilitators and employees,

the overall experience for both members and

providers improved. Across the company’s three

largest business groups, we saw increased First

Contact Resolution (FCR) rates, decreased Average

Handling Time (AHT), and reduced attrition.

AI and Emerging Technologies

Is your organization ready to embrace the

artificial intelligence revolution? Assessing

AI integration readiness will help prioritize

technology investments and gauge competitive

positioning within your sector.

If limited to one investment, 59% of executives

would prioritize AI and emerging technologies.

This sentiment is particularly strong in the

telecom (69%) and retail (68%) sectors.

According to Forbes, the market for call center

technology is expected to hit $2.8 billion in 2024.

For telecom clients and executives, leveraging AI

and automation benefits can transform contact

centers, leading to more engaging, personalized

customer experiences and smarter decision-

making. If you’re not already considering AI and

emerging technologies for your organization,

now is the best time to do so.

With AI, telecom service providers can achieve a

myriad of objectives, including:

Increased loyalty and retention — analytics

help companies to predict customer behavior

in real-time.

Increased revenue through cross-selling and

upselling services— using real-time customer

data, companies can anticipate needs and

offer the best services on the right channel at

the right time.

Growth acceleration — AI helps providers

increase sales by basing channel bundling

decisions on predicted customer preferences.

If you’re interested in understanding how AI

can benefit your contact center, start with an AI

assessment with an NRG Subject Matter Expert.

They can provide foundational insights into what

your operation is currently using versus what you

need for scaling in order to remain competitive

and offer the highest level of customer service.

2024 CX EXECUTIVE RESEARCH REPORT

People vs. Technology: A Symbiotic Relationship

The data illuminates a critical divide: While people are indispensable, technology

is viewed as the driving force in shaping customer experiences. The success of

contact center operations hinges on harmonizing these two elements.

Emerging technology, such as automation and AI, facilitates operational efficiency, but its effectiveness is

contingent on a skilled workforce. It’s essential to cultivate a well-trained team that can leverage the full

capabilities of your contact center technologies.

Technology investments and coaching and training initiatives should be viewed as something other than

priorities one and two. Instead, consider them 1a and 1b, as the two investments will complement one another

and increase the overall performance of your operations.

2024 CX EXECUTIVE RESEARCH REPORT

Customer Experience: Your Key to Success

Addressing customer experience is foundational

to your contact center’s success — especially in

the worlds of retail and telecom, where customers

are king. Companies that invest in a strong data

strategy and analytics solution will be ahead of their

competitors.

Think of modern data analytics tools as your business’s magnifying

glass. Analytics tools will show you what you’re doing right and where

you might be struggling with customer experience. But more than that,

they’ll give you insight into the root cause of issues so that you know

where to focus your resources.

Hospitals already have tons of patient data points at their fingertips:

name, physical address, email, phone number, insurance information,

employment information. All of these details can be lucrative, high-

quality data points, if a hospital leverages them in a strategic manner.

By analyzing patient data, health insurance providers open the doors to

a variety of marketing use-cases:

Identifying core audiences, which in turn, supports the building of

successful content marketing campaigns for the target audience(s)

Targeting patients with relevant ads that speak to their individual needs.

Pinpointing the marketing channels that drive traffic and offer the

most impact.

A leading healthcare brand recently partnered with The Northridge

Group to promote a better, more consistent customer experience. After

making significant enhancements from associate performance pre- to

post-engagement, the brand experienced a major positive shift in their

customer experience metrics, including an 18-point increase in customer

satisfaction (36% to 54%) and a 10-point increase in first contact

resolution (64% to 74%).

2024 CX EXECUTIVE RESEARCH REPORT

Navigating the Challenges of

Tech Investments

Tech is crucial, but opening up the budget can be tricky,

especially in areas like healthcare. Sometimes, the perks of

technology aren’t easy to see or quantify .

Enter data analytics. These tools will help make a solid case

for investing in better tech. Once new tools are part of

the equation, analytics software will show the benefits of

investment. These will improve the customer’s journey, not

just the contact center experience. The reason being, the

right analytics will point to process issues that need to be

corrected.

For example, data analytics are extremely beneficial for

conducting a root cause analysis that uncovers why some

contact centers struggle with high volumes of repeat calls.

Using the data on hand, it’s easy to discover the issue,

implement a solution and improve the overall customer

experience, as well as reduce costs and increase customer

retention. First Contact Resolution (FCR) is imperative to a

call center’s success, and data analytics are a worthwhile

investment to ensure daily operations run smoothly.

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