beyond nps: how to measure the entire customer journey

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Beyond NPS How to Measure the Entire Customer Journey Phone system & call center software designed for teams Desktop App iOS app Android app Presented By: Aaron Bleiweiss Director, Customer Success Moderated By: Jeff Reekers Vice President Marketing

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Beyond NPS

How to Measure the Entire

Customer Journey

Phone system & call center software designed for teams Desktop App • iOS app • Android app

Presented By:

Aaron Bleiweiss

Director, Customer Success

Moderated By:

Jeff Reekers

Vice President Marketing

Phone system & call center software designed for teams Desktop App • iOS app • Android app

About Aircall

customers

3000offices

Paris, Berlin & NY

3raised

Seed & Serie A

12M$

1. Intro / Background

2. NPS Refresher

3. Best practices

4. Analysis

5. OSAT

6. CSAT

7. Discussion: how can we move the needle?

AGENDA

Proprietary and confidential. Do not distribute.

Handshake Direct OnlineB2B eCommerce

Handshake HubAdmin & single integration point

Handshake RepField sales productivity

Handshake Direct MobileB2B mCommerce

About Handshake

NPS: SHOW OF HANDS

• How many are currently running an NPS survey?

• 3 month / 6 month / rolling

• Integrated with SFDC or CRM

HOW IS NPS CALCULATED?

WHAT’S A GOOD SCORE?

Median NPS Score by Type of Company

Source: Zendesk

B2B 32

B2C 29

(Handshake’s goal: 40+)

• Survey capture• Connect to

customer and user data

• Email delivery• In-app delivery

HOW DOES IT WORK?

Proprietary and confidential. Do not distribute.

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NPS ANALYSIS

• Quick wins

• Customer segmentation

• User types / roles• Admin

• Buyer

• Exec Sponsor

• What can we do with promoters?

• What can we learn from with detractors?

NPS BEST PRACTICES

• Timing• Frequency

• Where in the journey (~ 60 days post onboard)

• # of Question(s)

• Respond & close the loop

• Track and view trends (better, worse, flat)

• Integrate and track

NPS DISCUSSION

• Why does measuring NPS matter?

• What sort of business behaviors may

affect a customer’s score?

• Where does NPS fall short?• Broad VS. Focused

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OSAT: ONBOARDING SATISFACTION

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CSAT: CUSTOMER SATISFACTION

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NPS + OSAT + CSAT = CUSTOMER SATISFACTION

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DISCUSSION: IMPROVING CUSTOMER SATISFACTION

BONUS!