Determining Where Proactive Communications Fit in Your Business

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When it comes to delivering modern customer support, there is no such thing as a one-size-fits-all strategy. Consumer ex
Determining Where Proactive Communications Fit in Your Business When it comes to delivering modern customer support, there is no such thing as a one-size-fits-all strategy. Consumer expectations are constantly evolving and channels that work well for one brand may not jibe for another. • • • • • • • •

Healthcare and Pharmacy

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Outage status Crew dispatch Appointment scheduling Appointment confirmation Bill pay / collections Weather alerts Home security alerts Billing reminders

Public Safety Retail and Consumer Services

Home Services

Cable/Telco/Satellite Home Security Utilities • • • • •

Disease management Population management Patient onboarding Health plan management Self-pay

1 2 3

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Movie ordering Event sign-up Order confirmation Shipping confirmation Field service management CSAT surveys Appointment reminders Loyalty programs Coupon provision

Appointment reminders Prescription refill Prescription ready Medical reminders Affinity marketing

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Emergency alerts Weather alerts Geo-location based notifications Community outreach Proactive education

• Delivery confirmation • Field service management • Flight notifications: status, cancellation, rebook, gate change

Financial Services and Insurance

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Travel and Logistics

Welcome notifications Credit card activity Fraud alerts Payment reminders Account balance notifications Claim updates

Show love for new and existing customers Marketing to new customers is a great way to use proactive messages, but don’t ignore the influence proactive care can have on long-time customers. For example, a wireless company may attract new subscribers with an extremely low introductory rate, but are loyal customers getting left out? Is there potential to update them about new packages or data usage to keep them engaged? Working with customers and finding opportunities for delight are keys to creating loyal brand advocates.

Don’t underestimate the power of reassurance and shared urgency Proactive support is crucial for “must have” services like utilities or financial services. Imagine that the power goes out and you have no sense of when it will be restored… This is a nightmare situation for customers and power companies alike. Proactive text messaging or voice notifications can eliminate thousands of calls relating to known outages — saving time, money and customer frustration. Showing customers that you’re invested in their concerns can immediately benefit any brand in any industry.

Put yourself in your customers’ shoes Don’t assume every customer wants to call in for help. People want to interact however and whenever they want, often using several channels at once. The data is all there — from their fitness trackers to Twitter to live chat. Leverage it to understand your customers’ behaviors and to preempt their daily challenges.

Addressing a customer’s inquiry before they know they have one is a major step in improving their overall experience. Explore opportunities for welcome messages, emergency alerts, automated reminders, transactional confirmations and engaging notifications throughout your customer journey to reduce inbound calls, improve customer satisfaction and reduce operational strain.

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