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Successfully getting started with the results

Customer Experience

You’ve analyzed the results, time for action. The only thing that has actually happened so far is a measurement. Just like a family doctor taking a quick measurement of your blood pressure. This measurement is important and also certainly necessary to see how healthy you are and part of the diagnosis, but this blood pressure monitor itself is not going to make you better. The actions that follow from it will.

It’s important to consider the bigger picture when implementing changes based on survey results. Using the metaphor of a family doctor, think of it as following a treatment plan to achieve overall health. Just as you wouldn’t take medication merely because the doctor prescribed it or because the blood pressure monitor gave a reading, you shouldn’t act on survey results simply because they’re part of a process or because someone in the organization requested it.

Understand the broader goal: What is your organization ultimately aiming to achieve? Conducting and following up on a survey is a means to an end, not an end in itself.

So, how do you approach this effectively? There’s no one-size-fits-all solution. Below, we provide some general steps and tips that are often effective. However, the actual success will depend on your specific situation. For personalized guidance, we recommend scheduling a consultation with Integron.

Getting Started on Two Levels

When addressing research findings, it’s essential to work on two levels: the individual/customer level and the organizational/structural level.

Customer/Individual Level

Engage with the Customer
Have the customer manager discuss the feedback with the customer. Understand the specific issues that could be improved for this particular customer. Focus on the smaller details that can make a significant difference for them. Set realistic expectations and avoid making promises you can’t keep.

Prepare for the Conversation
Approach the conversation with the customer with an open mind. Here are some tips to ensure a productive dialogue:

    • Don’t Take Feedback Personally
      View feedback as an opportunity for improvement. Remember, it reflects the customer’s experience, not an absolute truth. Address feedback neutrally and seek to understand, not to defend yourself.
    • Act Quickly on Critical Feedback
      Address critical feedback promptly to avoid further dissatisfaction. Delays can exacerbate the problem.
    • Listen and Ask Questions
      Focus on understanding the customer’s perspective. Use open-ended questions to gather detailed insights and avoid reacting defensively. Your goal is to understand their point of view while maintaining your own.
    • Identify the Perception Behind the Numbers
      Understand the reasons behind ratings, such as a 7 or an 8. What specifically is the customer referring to? Define and address the core issues.
    • Honor Agreements and Set Expectations
      Fulfill commitments to show that you take the feedback seriously. Be transparent about what changes can be made and the timeline for implementing them.

If you need further assistance, schedule a coaching call with Integron.

Organizational/Structural Level

  1. Prepare and Set Goals
    Schedule a meeting with your team to discuss the results. Prepare by analyzing the data, creating a presentation, and setting clear goals for the meeting. Understand the larger organizational objectives behind the survey and how your actions contribute to these goals.
  2. Discuss the Results
    During the meeting, present the results, balancing positives and negatives. Engage in discussions to deepen your understanding.
  3. Determine Focus
    Identify one or two key areas to focus on. Prioritize these areas collaboratively with your team.
  4. Describe the Current and Desired Situation
    Clearly outline the current state and the desired outcome for the focus areas. Describe both accurately to create a clear picture of what needs to change.
  5. Identify the Core of the Problem
    Avoid jumping to solutions too quickly. Explore the root cause of the issues by asking “why” multiple times to understand the underlying problems.
  6. Devise Solutions and Plan Actions
    Once the core problem is clear, develop solutions and translate them into concrete actions. Be critical and ensure that each solution addresses the core issues effectively.
  7. Assign Owners and Set Deadlines
    Assign responsibility for each action item and set deadlines. The owner is accountable for ensuring the action is completed, though they need not perform it alone. Keep the issue on the agenda to ensure continued focus.

For additional support or advice, schedule a coaching call with Integron.

Tips for CX Experts

After weeks of preparation and enthusiasm, the research phase is complete. However, the real work begins now. How can you ensure that following up on the survey involves not just the sales or marketing teams, but the entire organization? Here are five tips to help you get started:

1. Inform all levels of the organization

Once you have the results, it’s crucial to share the information with the organization. Don’t keep the results to yourself any longer than necessary. Ensure that every level of the organization, at least in broad terms, understands the research outcomes. Develop a communication plan detailing who needs to be informed, what they need to know, and when they will receive the information.

2. Be transparent about the process

While not everyone needs to know all the details at the same time, it’s important to communicate openly about the process. Typically, management will be briefed first, followed by other stakeholders and eventually customers. Make sure to inform customers about the timeline and any upcoming sessions or meetings. Transparency helps set clear expectations and demonstrates that you value their feedback.

3. Put the research in the context of a higher purpose

Remember, conducting and following up on a survey is a means to an end, not the end itself. Identify the higher goals you want to achieve with the organization. Assess how the research results align with these goals. Are you on track to meet your organizational objectives based on the findings?

4. Integrate the research with existing projects and processes

The organization is likely engaged in various initiatives. Don’t let the research follow-up feel like an additional burden. Instead, connect the research results to current projects and processes. Use the insights as input for optimizing existing efforts.

5. Collaborate with others

As the expert, your role isn’t to handle everything alone. Involve employees and, if appropriate, customers in the process. Working together can enhance the effectiveness of the follow-up efforts. While you might progress faster on your own, collaborating ensures you go further and achieve more impactful results.

Need help or advice?
If you need further support or guidance, schedule a coaching call with Integron.

By |2024-09-17T09:17:03+00:00September 4, 2024|Customer Experience|0 Comments

How do I analyze the results – what story do I get from the feedback?

Customer Experience

The survey probably asked a lot of questions of your customers, so the dashboard is now full of results. How are you going to figure this out?

Don’t worry, you don’t need to become a data analyst or clear your calendar for a week to understand the feedback. Simply follow these steps and, most importantly, engage in conversations with your customers. This will help you uncover the real story behind the feedback.

Step 1: Check the Response Rate
Start by evaluating the response rate. If only a few customers participated in the survey, keep this in mind when analyzing the results. A low response rate doesn’t mean the results are worthless. The feedback from the participants is still valuable, and you can also reach out to non-respondents to discuss their experiences.

Step 2: Review the NPS
The Net Promoter Score (NPS) provides a quick overview of your organization’s performance. Determine whether the NPS is positive or negative. Assess the ratio of promoters, passives, and detractors, and compare this year’s NPS to previous years or industry benchmarks.

Step 3: Analyze Reasons for Recommendations
Examine the follow-up answers customers provided based on their NPS responses. Understand what promoters are enthusiastic about, what improvements passives suggest, and why detractors are dissatisfied. Avoid taking negative feedback personally and look for recurring themes or common answers.

Step 4: Study the Priority Matrix
The priority matrix combines satisfaction and importance. Focus on the right side of the matrix, where the most critical issues according to customers are located. Identify the strengths (green spheres) and priorities (red spheres). Pay attention to orange spheres, which indicate areas with high improvement potential but are less critical. Check for issues transitioning from orange to red and from green to red. Relate these findings to the satisfaction ratings and compare them with previous surveys, other segments, or benchmarks.

For example, if customer service accessibility is a red sphere, it indicates a direct need for improvement. Compare the satisfaction rating for this area with past ratings to see if it has improved, declined, or stayed the same.

These steps will give you a solid initial understanding of the feedback. You can also delve into areas like competitiveness, image, satisfaction rates, and responses to open-ended questions. If you have access to results from multiple groups, repeat the steps and compare the findings.

Avoid overcomplicating the process or getting bogged down in details. Understanding every decimal point isn’t necessary; engaging with customers will provide further insights.

Need help with your analysis? Contact Integron!

By |2024-09-17T09:06:45+00:00September 4, 2024|Customer Experience|0 Comments

Your results in perspective using the benchmark

Customer Experience

When analyzing survey results, you might naturally ask questions like, “Is this good or bad?” and “Is this normal?” These questions are valid, especially when interpreting a score like a 7, which might seem decent but warrants further examination.

To accurately assess your results, it’s essential to put them into context. In other words, you need a benchmark for comparison. The best practice is to avoid comparing apples to oranges. Instead, compare your results with historical data from previous measurements or against results from different departments within your organization. This approach provides a more accurate picture.

In cases where such comparisons aren’t possible, it’s still useful to compare your results with data from other sources, but be cautious not to place too much emphasis on these comparisons. Remember, comparing different contexts can be like comparing apples and oranges.

Below, we provide some results, including NPS and satisfaction scores (based on the standard Integron questionnaire) for B2B companies in the Netherlands, along with insights into various industries. We’re offering you a broad view of the “fruit bowl” so you can select what is most relevant to you.

By |2024-09-17T14:28:03+00:00September 4, 2024|Customer Experience|0 Comments

Research methodology

Customer Experience

To properly understand the results of the study, it is first important to know a little more about the methodology that was used.

It is important that you understand the following:

  • What the NPS® is and how it is measured.
  • The satisfaction and importance scale and its priority matrix.
  • Your organization’s position relative to competition
  • The (un)agree scale and how it is interpreted.

Net Promoter Score (NPS)

The Net Promoter Score (NPS) is a widely recognized method for measuring customer enthusiasm towards an organization. It offers insight into how likely customers are to recommend a company, based on a single question: “How likely are you to recommend our organization to friends or acquaintances?” The idea is simple: enthusiastic customers are more likely to spread positive word-of-mouth and recommend your organization to others.

NPS is measured on an 11-point scale, ranging from 0 (very unlikely) to 10 (very likely). Based on their responses, customers are grouped into three categories:

  • Promoters
    These customers score the organization a 9 or 10. They are highly enthusiastic and actively recommend your services to others. Promoters act as ambassadors, contributing to the growth of your business by bringing in new customers and maintaining loyalty. Their enthusiasm is contagious, making them key drivers of long-term success.
  • Passives
    Passives score a 7 or 8. These customers are satisfied but not particularly enthusiastic. While they aren’t likely to spread negative feedback, they also won’t go out of their way to promote your organization. Passives represent a middle ground – content but not fully engaged.
  • Detractors
    Detractors give a score of 6 or lower. These customers are generally dissatisfied and are unlikely to remain loyal to your organization. Detractors pose a risk, as they are more inclined to share negative experiences with others, which can damage your reputation.

In the Netherlands, we observe noticeable differences between these three groups. It’s essential for organizations to maximize the number of promoters while minimizing detractors to foster positive growth and maintain a strong market presence.

The NPS is the difference between promoters and detractors. So the NPS shows whether there are proportionally more promoters or detractors. To gain insight into the motives of recommendation behavior, a follow-through question is asked based on the answer. Want to know what a high NPS can get your organization?

Check out the ROI calculator here.

Satisfaction and importance

In the questionnaire, several items were presented to your customers. An example of an item is “customer service accessibility. These items all belong to a certain theme, for example “customer service.

A minimum of two questions were asked for each item:

  • Satisfaction: What is your experience with this item?
  • Importance: How important do you think this item is?

For satisfaction, a scale was used from very good to very bad. Later, these answers were converted to a score. So the scores you see in your dashboard are not literally given by customers, this is a calculation made later by Integron.

Priority Matrix

Customer satisfaction scores can be insightful, but they don’t always tell the whole story. Just because a customer is less satisfied with something doesn’t necessarily mean it’s a high-priority issue that requires immediate action. Let’s consider an example: suppose you receive a branded pen from a business partner. The pen writes well, but you don’t like the color—yellow isn’t your favorite. At the same time, you notice that contacting customer service is challenging. There are no major issues, but you’re on hold for too long, and the service representative seems unhelpful and distant.

In this scenario, a customer satisfaction survey might show that the pen is rated a 4, while customer service gets a 6. If decisions were made solely based on these scores, the company might rush to replace the yellow pens without addressing the real issue: the poor customer service. Clearly, this would miss the mark. Customer service impacts overall customer happiness far more than pen color ever could.

Some might argue, “Why not address both?” Of course, that’s possible, but in practice, improvement lists can grow quickly, often involving more significant issues than pens. How do you manage this, and where do you draw the line? The key advice is: focus on what matters most and ensure you excel at it.

The Priority Matrix helps clarify this by visualizing two key factors: importance and improvement potential.

  • Horizontal axis (Importance): As you move right, the level of importance increases. Items on the far right are considered most important by customers.
  • Vertical axis (Improvement Potential): This represents the percentage of customers who feel something is bad, very bad, or has room for improvement. The higher up on the matrix, the greater the improvement potential, meaning these are areas that need attention.

In essence:

  • Top of the matrix: These are areas customers believe need the most improvement.
  • Bottom of the matrix: These are areas that are already performing well.

All items from the customer survey are plotted on this matrix and assigned a color based on their importance and improvement potential:

  • Red: Above-average importance and high improvement potential. These are your top priorities.
  • Green: Above-average importance but low improvement potential. These are your strengths, and you should maintain them.
  • Orange: Below-average importance but high improvement potential. These are risks. Although less critical now, there’s room for improvement.
  • Blue: Below-average importance and low improvement potential. These areas should not be a focus.

The key focus should be on the red and green areas, as these reflect what customers consider most important.

Competitive performance

The survey may have asked not only about customer satisfaction and the importance of various items but also about how your organization performs compared to competitors. Customers were given three options to describe this: better, equal, or worse.

For each item in the questionnaire (such as customer service accessibility), we can determine how your organization performs relative to competitors. We then calculate the competitive performance.

Competitive performance is measured as the percentage of customers who indicate that your organization performs “better” minus the percentage of customers who indicate that it performs “worse.” The formula is:

Competitive Performance = % Better – % Worse

A higher competitive performance indicates that you are doing better relative to the competition. We use the following scale to interpret the results:

  • < 10% = No distinctiveness
  • 10% – 20% = Average competitive performance
  • ≥ 20% = Distinctive performance compared to competitors

(Dis)agree Scale

In some surveys, customers may be presented with various statements, often relating to the organization’s core values or image. Customers are then asked to indicate to what extent they agree or disagree with these statements. The following scale is typically used: completely agree, agree, neutral, disagree, and completely disagree.

The key question is: how should these results be interpreted, and when can a result be considered good? To evaluate this, we add up the percentages of customers who selected “completely agree” and “agree.”

  • If at least 60% of customers agree (either fully or partially), it generally means the statement is well recognized by the customer base.
  • If 80% or more agree, the statement is considered very well recognized.

When the percentage of agreement falls below 60%, it indicates that there’s still work to be done. The goal should ideally be to reach at least 80%, especially for statements related to the organization’s core values or image. Achieving this level of recognition ensures that these essential aspects resonate with the vast majority of your customers.

By |2024-09-17T11:50:11+00:00September 4, 2024|Customer Experience|0 Comments
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