torpedo

Before you read too much farther, go get a copy of your organizational chart. We’ll wait.

Now, take a good look at it. If you’re like most businesses, your org chart is a pretty standard affair. Sales, Marketing, and Customer Support all have their nice linear slots, with everyone reporting to the CEO at the end of the day. Marketing shepherds your brand around the industry space while the sales team runs around gathering customers. Sales hands off new customers to Support to field post-purchase issues, and so the cycle goes.

That’s a perfectly respectable business strategy but is it the best option? Maybe not. The giant, gaping hole in this inherently reactionary process is that it doesn’t factor in customer experience. Marketing keeps busy behind the scenes building brand awareness and getting eyeballs on your product. Sales teams establish preliminary relationships with potential users but until those users become actual customers, they’re not basking in the glow of a brilliant product support experience. Support teams are fantastic for responding to user issues, but they’re not in the best position to proactively teach your users to become product experts in their own right.

Let’s dust off that organizational chart and look at who’s ideally suited to oversee a grand customer experience: The sales team. Think about it. Sales is in a great spot to help train customers to become their own product experts and position it as an additional selling point. Sales can pre-emptively show users how to get the the right answers with a minimum of hassle instead of simply handing over a toll-free number for the help desk after closing the sale. After all, if you’ve spent a bunch of time and money creating an exceptional product help system, you want people to use it.  Given a choice between diving into phone-tree hell that’s rife with bad hold music and knowing where to grab answers for themselves, which option do you think your customers want?

Getting Sales involved the customer experience doesn’t detract from the valuable input Support and Marketing brings to the table, it enhances it. Support personnel are a bottomless well of product knowledge and the marketing department knows how to capture a customer’s attention. Sales is the ribbon that ties it all together.

If you need more incentive to let the sales team lead the charge toward outstanding customer experience, consider the positive impact it can have on your revenue stream. Christine Crandall, President of New Business Strategies, says sharing the customer experience workload might seem unfair, but an all-hands-on-deck approach is critical to keeping users happy.

“Marketing should share responsibility for revenues and customer experience, but in a recent Eloqua  whitepaper only nine percent of marketers surveyed felt customer experience was the most important measurement of their ROI… Maybe Support should take more responsibility for customer’s lifetime experience, but that department is usually staffed with technical, rather than business, experts and measured on the speed of ‘one-and-done’ instead of persistent satisfaction and engagement.
“So it falls to you Sales. Whether you like it or not, to deliver on the revenue targets you’re beholden to. You’ll need to lead the entire organization to a customer-centric approach; sponsor research on the buyer’s journey, use your customer relationships to understand how the definition of value evolves over time, get the rest of your peers to change their ways to consistently deliver that value, and transform your own cold-callers into relationship stewards.”

If the thought of an org chart sea change terrifies you, start small. Come up with one or two ways Sales can tackle an aspect of your customer experience strategy and test the waters. The worst case scenario is you’ll need to retool ideas until you figure out what works right. The best case scenario is that you’ll have happy, loyal customers who love your product and the way you support it.

Image: cliff1066™

newspaper-10

As we head into the weekend, let’s take a look back at some of the news, articles, and blog posts that caught our eye over the last few days. 

GeniusRocket CEO on the importance of crowdsourcing:

Peter LaMotte announced this week he is stepping down as CEO of GeniusRocket to take over Digital Practice for communication firm Levick. LaMotte, widely regarded as crowdsourcing leader, says he learned plenty about crowdsourcing during his time with GeniusRocket. In particular, “there are far more industries that can benefit from [it] than those that can’t.”

LaMotte cautions businesses against saturating a project with so many voices that the signal-to-noise ratio becomes unhelpful:

“I will be the first to say I am biased. But this idea using crowdsourcing as the infinite monkey theorem is wrong. You don’t need a hundred monkeys on typewriters, you need a dozen really smart monkeys that have been trained to use typewriters. Ok, maybe I’m getting a little too fancy for my own good. The point is, don’t waste your time with participants that don’t understand or have the capacity to solve a problem, find people to work on a crowdsourcing project that have some measurable level of skill. It saves everyone time and effort. This was the basis of curated crowdsourcing and I still stand by its value.”

 

Overlook analytics at your own peril:

We talk a lot about the importance of crowdsourcing and multi-channel engagement, but let’s not forget the role analytics play in a good customer experience. Don Keane, VP of marketing and product strategy for Angel, says crunching customer-interaction stats is a critical component of a good help system:

“In 2012, businesses began to realize the value of real-time, actionable reporting and analytics to better understand their customer interactions and understand where and how customers are choosing to connect to their business. In 2013, I expect more and more businesses will want to see the data behind their interactions with customers in order to measure results and make improvements.”

One great thing about emerging customer-engagement technologies is how much easier it is to get into the minds of the people using your product or service. If you’re trying to think of ways to access analytics and gain a competitive edge in your industry, we have a few ideas.

 

Banking on social engagement:

We’ve noted previously how forward-thinking companies are beginning to understand how deploying social help systems reduce customer churn and increase revenue with existing customers. In that vein, MindTouch client Intuit had a busy week. It acquired social payment startup Payvment and detailed plans for more than 20 new products launching in the coming months. Company CTO Brad Smith told Techcrunch:

“Social is huge for us,” said Smith. “We are looking at trends and how they will shift in the next 10 years and how companies will operate. And what we’ve found is that we no longer want to be consumers. We want to be participants: we choose what we want so we have to make our products configurable from actions to interactions. When you have 60 million customers who can share their wisdom, it can help power people as individuals.”

Intuit is a great example of a company that used to social engagement to become a leader in the personal finance industry. It will be interesting to watch where they head in the coming years as spending and investment habits change with the economy.

 

Social business is alive and kicking:

Enterprise software analyst  Michael Fauscette ponders the timely question, “Is Social Business Dead?” and concludes that nothing could be farther from the truth:

“Why is social business so compelling and why is there an irresistible force pushing businesses down this path? There are several forces at work that create pressure to change. Fundamentally though, the Internet, or more specifically the hyper-connectivity it provides, is at the bottom of all of this. The Internet opens up new economic / business models, it changes the pace of competition, it globalizes the local, it redefines the term “relationship”, it provides an open, democratized publishing platform, it offers a new way of consuming technology (cloud / everything as a service) and redefines influence. Layer on top of that the proliferation of smart mobile devices that creates an always on / always connected society with the capability to leapfrog infrastructure and remove technology barriers, even in emerging economies. Finally add in the explosion of data and the growth of systems of decision that can take that data and make sense out of it, in support of real time, rapid business decision making.”

Fauscette nails exactly why social business has exploded and why it’s not going anywhere anytime soon. Be sure to check out the rest of his terrific post to learn what strategies companies need to be thinking about if they plan to make the most of this exciting proliferation of opportunities.

Image: Chapendra

salesforce-logo3

SAN DIEGO, CA. October 1, 2012— MindTouch, the company that is reinventing product help with web, social and mobile innovations, today announces a partnership with Salesforce and the AppExchange certification of a new MindTouch CRM Connector that makes available, for the first time, enterprise grade knowledge for Salesforce CRM and Salesforce Service Cloud. Users will dramatically improve the speed and effectiveness of their customer support teams.

MindTouch, a cloud delivered social help system and knowledgebase, is used by millions to deliver exceptional product help experiences. The MindTouch CRM Connector automatically scans the Salesforce support case and in real-time recommends to support agents the best help and product content. Support agents can select or drag-and-drop and then send without ever leaving the Salesforce case window. Furthermore, MindTouch embeds robust search functionality within the Salesforce case window so that support agents can define their own search queries into the help center, knowledgebase and even the contents of file attachments. Lastly—again without ever leaving the Salesforce application—agents can now post their case solutions to the MindTouch powered knowledgebase.

Scott Collison, VP of Business Development said, “I’m thrilled that MindTouch is a partner of Salesforce, and that they are on AppExchange. We think that user help and documentation is extremely important to our customers.” He added, “MindTouch is going to be a really important partner of ours in the future, by providing a documentation platform for all kinds of software companies and cloud services.”

Support agents using the MindTouch CRM Connector for Salesforce resolved support tickets, on average, 47% faster (proven in usability testing across 50 replicates). Also, the end users are taught to self-serve, which 65% prefer (2011 TNS research).

“Many of our customers have been asking us to deliver our enterprise grade knowledge to their Salesforce deployments,” said Aaron Fulkerson, founder and CEO of MindTouch. “It’s great that we’re now making it available with ease so that users can increase speed and improve their customer support experiences.”

MindTouch CRM Connector Benefits:

  • Faster, more accurate support ticket resolution: Decreased resolution times lower support cost and make your users happier.
  • Better consumer product and support experiences. Customers love having the right solution delivered fast. Plus MindTouch automatically organizes the content so personalized and related content is offered to deepen user adoption and promote self-service support and brand engagement.
  • A seamless and unified help experience. MindTouch makes it easy for support, product, marketing and subject matter experts to collaboratively author knowledgebase articles, help content and how-tos. The content is automatically organized, searchable and the content organization is automatically optimized by users behaviors.
  • Actionable data and knowledge collection from your frontline support team. Integrating MindTouch with Salesforce removes critical solutions knowledge from the support silo and makes it quickly available to all the channels in your company, and your customers as well; promoting innovation, growth and better customer experiences.

Resources:

Video: Salesforce and MindTouch Announce Partnership

Video: CRM Connector for Salesforce

Video: Tour of MindTouch Integration with Salesforce

Screen Shot #1

Screen Shot #2

 

Request a Live Demo of MindTouch Integration with Salesforce

About MindTouch

MindTouch is revolutionizing the way companies deliver help and product content by applying a decade of innovation from web and social software to make customer support faster, easier and more satisfying. With MindTouch, consumers and support agents get the right answers faster. Collaboratively author or convert existing technical, help and product content into a two way communication channel that increases self-service support, agent effectiveness and customer happiness. As a cloud delivered product, MindTouch can be deployed in a day and begin delivering value that same week. Millions use MindTouch every day.

Great companies like SuccessFactors, Intuit, Paypal, Autodesk, Hewlett-Packard, Palm, HTC, RSA, SAP and EMC rely on MindTouch. Read more at www.MindTouch.com.

SFDC Search New

MindTouch Extends CRM to Post-Sale, Reducing Churn, Increasing Self-Help and Speeding Time to Resolution

Content recommended and searchable.SAN DIEGO, CA. June 7, 2012—MindTouch, the company dedicated to creating the world’s best self-service help experiences, announced today that its social help system now integrates with SalesForce.com Help Desk and support ticketing to dramatically improve support agents’ efficiency and customers’ help experiences.

The MindTouch social help platform is revolutionizing the user manual and SaaS customer experiences through a web-based environment that includes a knowledge base, help center, ticketing integration, and help button. Agents using CRM and web-based support ticketing systems have instant access to MindTouch powered help articles and knowledge base assets, thereby speeding time to resolution for customer issues. For support agents using SalesForce.com, MindTouch enables them to quickly pinpoint customers the most relevant content and to easily publish new content to the MindTouch knowledge base, as well as identify gaps in product documentation assets–all without ever leaving the SalesForce interface.

“Salesforce.com views customers as database fields, but exceptional customer experiences are not delivered by a handful of database fields. This is precisely why many of our customers have asked MindTouch to improve Salesforce.com by integrating our social help center,” said Aaron Fulkerson, founder and CEO of MindTouch. “Our customers are upgrading their customer experience and support tenfold by adding MindTouch. Quality customer experiences aren’t just about responding to support requests, it’s about delivering an experience that turns users into product experts and customer advocates.”

New functionality in the MindTouch product release includes:
Publish content to MindTouch in a click.

  • Faster support resolution (lowered support cost): Support agents provide faster resolution with the help of recommended articles and real-time search delivered by MindTouch adaptive search, a powerful search engine that indexes articles, comments and even the contents of file attachments to suggest the best content for any question.
  • Happier customers: 65% of software users prefer self-serve help (2011 TNS research). Users do not want to wait for a support response or be forced to sift through forums. MindTouch enables users to self-serve effectively.
  • Create experts and advocates: Context-rich help delivered just-in-time maximizes user learning and satisfaction, rapidly creating experts to advocate products and brands.

Resources

About MindTouch

An enterprise collaboration leader since 2005, MindTouch turns your customers into happy users and product experts with a cloud delivered social help center. Convert technical, help and product documentation into a two way communication channel that increases support self-service and customer happiness. MindTouch software includes a new kind of product help center, a knowledge base, support ticketing integration and a help button that can be added to any web application in minutes. Millions use MindTouch every day.

Great companies like Cisco, Intuit, Paypal, Autodesk, Hewlett-Packard, Palm, SuccessFactors, RSA, SAP and EMC rely on MindTouch. Read more at www.MindTouch.com.

Amanda Cross 150x150

Contextual help isn’t new. The notion of giving a user a snippet of information related specifically to the thing they’re looking at has been around for a long time. It was 1987 when IBM introduced the  Common User Access standard, which defined standards for computer program user interfaces. That standard included a specification that contextual help be accessed using the F1 key, which many programs were already doing before the standard was even introduced.

Back then the definition of “context” was limited to “the place where the user is in the program.” For example, if the user is on the Name field and presses F1, the Name field contextual help appears. Some users might see a translated version of the help, if they were using a translated version of the UI, but by and large the field you were on was the only thing that determined which piece of field help you saw.

Special help for a special userBut these days, the name of the game is social integration. Have you noticed how many programs let you log in with your social credentials? That’s convenient for you, the user, but it also lets those programs have access to the information in your social media presence. That might sound a little scary, but if users are willing to give your system the access to information about then, there’s no excuse for that software not to leverage what it knows to create an exceptional help experience.

When my writers weren’t sure of what to write in the contextual help system, I’d tell them to think about what they’d say to the user if they were sitting right there, running into trouble at that spot. Of course, if each software license came with a friendly, patient person sitting next to you, ready to guide you over stumbling blocks, you’d expect that person to get to know you and use that knowledge to target the message.

As technology gets access to more and more of this kind of knowledge, suddenly which field you are on does not need to be the only deciding factor in which piece of help the system shows you.  This knowledge of the user becomes a dimension of context, helping to pinpoint exactly the right piece of content for this one, special person.

Here are three potential dimensions of context that you might want to consider as you go forward designing an excellent user assistance experience:

Dimension #1 – Experience Level

Whenever I’m thinking about a piece of information about a user as a dimension of context, I ask myself two questions about it. The first is:

How does this user attribute affect how I would help them?

So, in this case, if you were sitting down next to a person, how would their level of experience affect how you’d help them?

Probably a brand new user would need some more background information than a person who already had the hang of the application, but that’s about it. I would not, for example, expect to see a different piece of help for someone who has been using your product for one year versus someone who had been using it for two years. You’re either new or you’re not.

The second question is:

How can we capture this information?

It doesn’t do much good to prepare a separate piece of field help for a first-time user if your software can’t tell who your first time users are. Identifying first time users is pretty easy for online applications where users log in since you can just count the number of log-ins. It’s more complicated for desktop applications, since people can share the application and you can’t tell if the person  using it today is the same person who’s been using it all month or someone completely new.

But that’s not a reason to give up. You can still create that first time user experience and show it the first time the application is opened, plus make it available to launch again.

Dimension #2 – Job Role

If you’re document enterprise software that people are using to do their jobs, does the job role affect what you would tell the user in the contextual user assistance?

I can imagine a piece of business software where front-line users need to know the nuts-and-bolts of using the feature effectively, but a manager needs to do reviews, while a developer needs to automate processes. The help for the same field for these three different job roles would be different:

  • Front-line user – What to put in this field
  • Manager – How the value in this field affects the rest of the workflow
  • Developer – How to access the value in this field via the API

So now that we’ve determined that there could be different content based on job role, we need to ask whether we can capture this attribute.  In business software, it is not uncommon to have system permissions based on job roles. If that is the case in your product, you could leverage those permission settings to determine which help a person sees.

Dimension #3 – Industry

If your product is used by people in a finite number of discrete industries, would the user’s industry affect what you would say to them?

Let’s take as an example a payroll software package that is used primarily by accounting firms and corporate human resources departments. For the same field, you might take some accounting jargon for granted in the field help when talking to the accounting firm, but define the accounting terms a little more for the human resources user.

So, yes, in this case, the industry would affect how you tell the story of the software. But how can we know what industry a user is in? That’s a tricky one because there’s so much variation in how industries are defined: the same company might be identified in different industries by different people. So, why not go straight to the source and ask the user? You could set up a profile page where the user could indicate their own industry.

The Interplay of Context Dimensions

I’ve been calling these user attributes “dimensions of context” because they don’t just control the selection of content on their own, but actually work together. For example, how would the contextual help you write for a manager who is a first-time user in HR differ from the help you would write for an experienced manager in HR? And how would that differ from a developer first-time user at an accounting firm? To make matters more complicated, you might not have a different answer for every combination of user attributes.

What to hear more?

Traditionally in technical communication we have had to write for the least-common-demoninator user. This change in paradigm to a personalized user assistance experience means great things for the field of technical communication:

  • By writing a separate experience for each user, the burden on each user to find relevant information is less, making for happier customers.
  • This approach requires deep knowledge of the users and the subject matter plus advanced tools, which are special skills you bring to the table, not commodities.
  • Creating highly integrated, highly contextual content brings you more tightly into the development process, giving you the opportunity to demonstrate greater worth to your company.

The data management and content strategy needed to support this kind of solution can get kind of complicated, though. It demands changes to your tools, processes, and general thought process about providing user assistance. There aren’t a lot of best practices already in place to guide you.

Even so, I predict that this sort of customized interaction will become a requirement of technical communications departments going forward.

Amanda Cross is a guest writer for MindTouch Magazine, she has over 10 years designing cutting edge technical information processes and is the owner of Crosswise Consulting.


Helping Hand (flicker.com/johnnyalive)

Wading through product documentation can be intimidating and downright boring, so users will often ask questions of your support team so they don’t have to deal with the mounds of information which may or may not solve their problem. However, you can turn that trend around by utilizing a contextual help system that makes finding answers easier. Below, we provide six simple ways that you can help your users help themselves by accessing contextual help.

1. Don’t Tell Your Users, Show Them

Rather than replying to user support tickets with detailed answers, send them a direct link to the appropriate page in your product help system where they can find detailed, straightforward and get this – helpful – answers to their questions. It’s also important to make sure that the page you send them to features related content so that they can continue exploring, which bring us to…

Direct users to related content2. Direct Users to Related Content

Each page in your contextual help system should link out to another page that has related articles, tutorials, videos, etc. This ensures that users continue to click through your product help as they search for and learn about particular features, helping them to discover more information on the things they want to know about.

3. Provide In-Product Help

Picture this: one of your product users completely lost trying to figure out what a feature in your software does. Or maybe they don’t know how to populate a field. Perhaps they just want to ensure they did something right..

Read more…

By Rainier N. via FlickrNavigating through product documentation can be intimidating, so users will often ask questions of your support team before trying to find those answers themselves. However, you can turn that trend around by following these proven techniques to increase self service support, which often also increases customer satisfaction and lowers support costs. These six best practices are taken directly from the successes of the dozens of technology companies I’ve worked with.

Read more…

Publishing workflow

In an ongoing effort to redefine customer help, MindTouch announces support for common CCMS vendors like Astoria, DocZone, SDL Trisoft, and IXIAsoft. Releases business “how-to” toolkit for socializing CMS and CCMS.

Austin, TX, November 17, 2011 — MindTouch, the provider of exceptional product help experiences, announced at Lavacon this week support for common Componentized Content Management System (CCMS) vendors such as Astoria, DocZone, SDL Trisoft and IXIAsoft.

XML and DITA based CMS’s have proven market value by decreasing the cost of authoring, maintaining and translating content. While powerful in lowering costs, CCMS platforms are publishing value laden content into obsolete pre-Web formats such as PDFs, static HTML and first generation knowledgebases.

End users’ expectations are higher than ever. Twenty year old static formats are still the primary mediums used today and these fail to meet the needs of end users. Recent studies (Greenfield Online, Datamonitor, Ovum Analysts and Genesys) estimate the failure to meet customers’ support needs is the primary cause of customer churn and this creates as much as $83 billion of annual losses caused by product abandonment.

Companies like Autodesk, Paypal, Intuit and thousands of others, have turned to MindTouch. As of this week, MindTouch now enhances CCMS investments by creating a publishing end point that offers users a social, collaborative and analytics rich environment for end users. Now, CCMS’s can create revenue and customer engagement. MindTouch offers effortless product help anywhere, anytime in the form of a social help center for customers, a social knowledgebase that integrates seamlessly with support ticketing and an in-product help system.

“MindTouch is offering a new social publishing endpoint for help and product content” said Aaron Fulkerson, CEO of MindTouch. “We are replacing static HTML and PDF as the primary help publishing medium with a social experience that taps into the dynamics of the web. We fight for the users.”

In seconds CCMS users can now publish tens of thousands of their product and knowledgebase articles into a MindTouch powered social help center. Hierarchies, cross-link references, image and page formats are maintained and/or created in real-time. Content is automatically organized by tags, metadata and hierarchy. Content is indexed by a powerful search tool. Users are accelerated to expertise with auto-related topics, tutorials, videos and content from support ticketing. A variety of feedback mechanisms encourage customer engagement. Furthermore, behavioral analytics inform content, product, sales and marketing strategy corporate wide.

Product managers value MindTouch because it enables great user experiences, improves user adoption, and allows them to better understand how users utilize products. Support teams can effectively target and address support hot spots in record time with support ticketing integration. Technical writers and content strategists know precisely where and how to improve content and love the in-product help system that allows them to fix documents in real time, run sophisticated analytics, and dynamically organize content without tedious manual work.

MindTouch collaborated with the Gilbane Group, the Society for Technical Communicators (STC), customers and several industry experts to develop a toolkit that provides a “how-to” for repurposing Componentized Content Management Systems (CCMS’s) by adding a social publishing layer. This benefits your users in profound and measurable ways. If you use a CCMS and care about your users, you will want this toolkit. Download the Socializing your CCMS toolkit.

About MindTouch

An enterprise collaboration leader since 2005, MindTouch converts users into experts with a cloud based social help center for help, technical and product content that includes a knowledgebase with support ticketing integration and a help button that can be added to any web application in minutes. Millions use MindTouch every day.
Great companies like Cisco, Intuit, Paypal, Autodesk, Hewlett-Packard, Mozilla, HTC, Viacom, Panasonic and EMC rely on MindTouch.
Learn more at http://www.mindtouch.com.
User_Development_thumb

Among the most critical concerns facing product and support leaders at subscriber based service providers—such as Email Service Providers (ESP), Customer Relationship Management (CRM), and Marketing Automation companies—is the cost of churn. The subscriber based service market is competitive,  to say the least, and taking proactive steps to defend against subscriber churn is essential to your company’s growth, long-term stability, and competitiveness.

Here are 3 steps you can take now to combat subscriber churn:

1) Enable your users to succeed right away

User_DevelopmentThe fact is a large number of people unsubscribe from your service because no clear pathway has been established for their immediate success using  your application. You can create that pathway very easily by adding Contextual Help to your product. It allows your developers to easily add a fully integrated help system to your application. This modern F1-style help system creates a rich social help experience for your users by giving them contextually relevant help information right inside your product. Customers don’t have to exit the application to search for the answers they need because they are only one click away.
Read more…

Providing top-notch customer support doesn’t have to involve lengthy back-and-forth calls with your users.  It can be much easier. In fact, bad product documentation could be hurting your customer retention. Studies show that customers often drop a company if they feel their questions aren’t answered satisfactorily the first time they call support.  So, it’s more important than ever to consider seriously whether your product documentation is actually proving useful.

Documentation to Improve Customer Experience

The experience of trying to find answers to their questions can be incredibly frustrating for users.  Their level of frustration rises when the only product help available doesn’t really answer those questions or if they have to search a variety of sites and sources to find the right answer. If you don’t provide them with proper documentation, you’re essentially telling them that their time is worthless:  they will be forced to jump through hoops to find solutions to their problems.

Contextual_HelpContextual Help, in contrast, takes your documentation straight to your Web applications. allowing your users to access the information they want easily. Instead of relegating them to the call center queue or to messy Q&A forums, your customers find what they need with just the click of a button and solve their problems without leaving the context of your products. Additionally, they can send feedback on the information they received, so you will get quick feedback on whether they found truly helpful answers to their questions.

Read more…