Enabling customer engagement

ALEX MEEHAN finds while customer engagement is an increasingly digital function, there are many permutations and a wide range of channels

Five years ago, the concept of customer engagement was remarkably fixed. Companies could dictate the channels they would engage with the public through, and whether they were good or bad at it didn’t seem to matter so much — not anymore.

Today how well a company can navigate the various channels that the public can use to interact with them says a huge amount about them. Customer engagement is becoming an increasingly important capability for organisations as the always-on nature of business and the reach of social media changes brand perceptions.

So how does a company go about creating the right kind of customer engagement strategy to navigate waters which can, at best, be shark infested and perilous?

 

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Paul Hennessy, Microsoft. Picture by Shane O'Neill / Copyright Fennell Photography 2015.
Some of the most common enquiries suppliers have involve conversations such as ‘what are the orders that are about to come my way’ and ‘I’ve got these orders ready to ship to you’. All of those things can be done digitally without the interaction of a human being, Paul Hennessy, Microsoft

Instant gratification
“We live in an age of instant gratification, whether you’re a consumer, an employee or just a member of the public. What we expect now is to be able to interact with the companies around us 24 by 7. And we hold companies to account on this – who is happy if they can’t get the response they want when they want it?” said Paul Hennessy, business group lead for Dynamics for Microsoft Ireland.

“Undoubtedly this has added a lot of pressure for companies, but you know I think it’s actually a win-win situation. This kind of customer engagement reduces the cost to serve each customer as well, so rather than having to have staff in an organisation 24 by 7 say in customer service, there’s an opportunity to create positive digital interactions.”

Microsoft’s Dynamics business includes all of its business process solutions for customer relationship management (CRM), enterprise resource planning (ERP) and financials.

“Take for example suppliers who are obviously an integral part of the value chain of any organisation. Some of the most common enquiries they have involve conversations such as ‘what are the orders that are about to come my way’ and ‘I’ve got these orders ready to ship to you’.  All of those things can be done digitally without the interaction of a human being,” said Hennessy.

“Somebody has to oversee and manage it, but once it’s done this kind of system mostly looks after itself and that’s where a supplier or an organisation can handle that interaction digitally. It makes common sense from the commercial perspective and from the whole user experience.”

Unknown scale
According to Hennessy, while Microsoft customers understand the importance of nurturing good customer engagement practices, the scale of what is available is often unknown to them.

“There have been so many advances in the last three or four years that part of our sales process is communicating what we call the art of the possible. It’s how all of these new solutions and features can help you run your business more efficiently. Traditionally people just see Microsoft as being about Exchange, Outlook and Office clients and don’t realise that there’s a whole suite of business solutions that people can install on the platform that they’ve invested in already.”

Increasingly, any kind of customer facing business process software has to be able to handle this idea of customer engagement. That is in the opinion of Carl Dempsey, vice president of sales engineering for Salesforce. 

Carl_Dempsey_Salesforce
It’s really frustrating but we’ve all been that person. So a lot of what we try to do with our customer success platform around service is about creating automated technology that customers can just get through to the right agents, at the right time and have the right information in front of them, Carl Dempsey, Salesforce

All customers
“The language we use to describe ourselves is that we’re the customer success platform and customer engagement is at the heart of that. We’re all customers in our own private capacity and I don’t think there’s ever been a better time to be a customer with the amount of choice out there and the number of companies competing for our euros, dollars, pounds or whatever,” he said.

“Just look at the companies that have carved out successful niches by figuring out new ways to serve customers, solving problems which half the time people didn’t even realise they had, like Uber or Airbnb. There’s huge opportunity there but things have just become so much more complex.”

While Salesforce may be best known as a seller of CRM and sales products, Dempsey said that its current customer success platform ethos places customer engagement at every stage in the sales cycle, from marketing to them, ‘on-boarding’ them as a customer and selling to them right through to after sales service.

“Really good customer engagement is only limited by imagination. In every industry you’ve got the disruptors and early movers who do things that others wouldn’t think of. Disney recently spent a billion dollars putting sensors all over Disneyland so when kids walk around while wearing little magic wrist bands, sensors detect them and alert a cast member nearby to say it’s little Mary or whoever and Mary’s favourite character is the Little Mermaid. That cast member can go talk to her about it,” he said.

“That’s a great example of where connecting and engaging and using new technologies, whether mobile, social, connected devices or whatever, all comes together to give ultimately a better experience.”

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'string') { return '+1 000 000 0000'; // Default US placeholder } var mockPlaceholders = [ { countryCode: 'US', placeholder: '+1 000 000 0000', helpText: 'Include the US country code +1 before the phone number', }, { countryCode: 'GB', placeholder: '+44 0000 000000', helpText: 'Include the GB country code +44 before the phone number', }, { countryCode: 'CA', placeholder: '+1 000 000 0000', helpText: 'Include the CA country code +1 before the phone number', }, { countryCode: 'AU', placeholder: '+61 000 000 000', helpText: 'Include the AU country code +61 before the phone number', }, { countryCode: 'DE', placeholder: '+49 000 0000000', helpText: 'Fügen Sie vor der Telefonnummer die DE-Ländervorwahl +49 ein', }, { countryCode: 'FR', placeholder: '+33 0 00 00 00 00', helpText: 'Incluez le code pays FR +33 avant le numéro de téléphone', }, { countryCode: 'ES', placeholder: '+34 000 000 000', helpText: 'Incluya el código de país ES +34 antes del número de teléfono', }, { countryCode: 'NL', placeholder: '+31 0 00000000', helpText: 'Voeg de NL-landcode +31 toe vóór het telefoonnummer', }, { countryCode: 'BE', placeholder: '+32 000 00 00 00', helpText: 'Incluez le code pays BE +32 avant le numéro de téléphone', }, { countryCode: 'CH', placeholder: '+41 00 000 00 00', helpText: 'Fügen Sie vor der Telefonnummer die CH-Ländervorwahl +41 ein', }, { countryCode: 'AT', placeholder: '+43 000 000 0000', helpText: 'Fügen Sie vor der Telefonnummer die AT-Ländervorwahl +43 ein', }, { countryCode: 'IE', placeholder: '+353 00 000 0000', helpText: 'Include the IE country code +353 before the phone number', }, { countryCode: 'IT', placeholder: '+39 000 000 0000', helpText: 'Includere il prefisso internazionale IT +39 prima del numero di telefono', }, { countryCode: 'NO', placeholder: '+47 000 00 000', helpText: 'Inkluder NO landskode +47 før telefonnummeret', }, { countryCode: 'SE', placeholder: '+46 00 000 00 00', helpText: 'Inkludera SE landskod +46 före telefonnumret', }, { countryCode: 'DK', placeholder: '+45 00 00 00 00', helpText: 'Inkluder DK landekode +45 før telefonnummeret', }, { countryCode: 'FI', placeholder: '+358 00 000 0000', helpText: 'Sisällytä FI-maakoodi +358 ennen puhelinnumeroa', }, { countryCode: 'EE', placeholder: '+372 0000 0000', helpText: 'Lisage EE riigikood +372 telefoninumbri ette', }, { countryCode: 'PL', placeholder: '+48 000 000 000', helpText: 'Podaj numer kierunkowy PL +48 przed numerem telefonu', }, { countryCode: 'SK', placeholder: '+421 000 000 000', helpText: 'Pred telefónne číslo uveďte kód krajiny SK +421', }, { countryCode: 'LV', placeholder: '+371 0000 0000', helpText: 'Iekļaujiet LV valsts kodu +371 pirms tālruņa numura', }, { countryCode: 'LT', placeholder: '+370 0000 0000', helpText: 'Įtraukite LT šalies kodą +370 prieš telefono numerį', }, { countryCode: 'GR', placeholder: '+30 000 000 0000', helpText: 'Συμπεριλάβετε τον κωδικό χώρας GR +30 πριν από τον αριθμό τηλεφώνου', }, { countryCode: 'PT', placeholder: '+351 000 000 000', helpText: 'Inclua o código de país PT +351 antes do número de telefone', }, { countryCode: 'HR', placeholder: '+385 00 000 0000', helpText: 'Uključite HR pozivni broj države +385 prije telefonskog broja', }, { countryCode: 'SI', placeholder: '+386 00 000 000', helpText: 'Vključite SI kodo države +386 pred telefonsko številko', }, { countryCode: 'IS', placeholder: '+354 000 0000', helpText: 'Láttu IS landsnúmer +354 fylgja á undan símanúmerinu', }, { countryCode: 'LU', placeholder: '+352 000 000 000', helpText: 'Incluez le code pays LU +352 avant le numéro de téléphone', }, { countryCode: 'MC', placeholder: '+377 00 00 00 00', helpText: 'Incluez le code pays MC +377 avant le numéro de téléphone', }, { countryCode: 'AD', placeholder: '+376 000 000', helpText: 'Incloeu el codi de país AD +376 abans del número de telèfon', }, { countryCode: 'JE', placeholder: '+44 0000 000000', helpText: 'Include the JE country code +44 before the phone number', }, { countryCode: 'IM', 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countryCode: 'MD', placeholder: '+373 00 000 000', helpText: 'Includeți codul de țară MD +373 înaintea numărului de telefon', }, { countryCode: 'HU', placeholder: '+36 00 000 0000', helpText: 'A telefonszám előtt adja meg a HU országkódot +36', }, { countryCode: 'NZ', placeholder: '+64 00 000 0000', helpText: 'Include the NZ country code +64 before the phone number', }, { countryCode: 'ME', placeholder: '+382 00 000 000', helpText: 'Uključite ME pozivni broj države +382 prije telefonskog broja', }, ]; const selectedPlaceholder = mockPlaceholders.find(function(item) { return item && item.countryCode === countryCode; }); return selectedPlaceholder ? selectedPlaceholder.placeholder : mockPlaceholders[0].placeholder; } function updatePlaceholder(countryCode, fieldName) { if (!countryCode || !fieldName) { return; } const phoneInput = document.querySelector('#mce-' + fieldName); if (!phoneInput) { return; } const placeholder = getDefaultPlaceholder(countryCode); if (placeholder) { phoneInput.placeholder = placeholder; } } function updateCountryCodeInstruction(countryCode, fieldName) { updatePlaceholder(countryCode, fieldName); } function getDefaultHelpText(countryCode) { var mockPlaceholders = [ { countryCode: 'US', placeholder: '+1 000 000 0000', helpText: 'Include the US country code +1 before the phone number', }, { countryCode: 'GB', placeholder: '+44 0000 000000', helpText: 'Include the GB country code +44 before the phone number', }, { countryCode: 'CA', placeholder: '+1 000 000 0000', helpText: 'Include the CA country code +1 before the phone number', }, { countryCode: 'AU', placeholder: '+61 000 000 000', helpText: 'Include the AU country code +61 before the phone number', }, { countryCode: 'DE', placeholder: '+49 000 0000000', helpText: 'Fügen Sie vor der Telefonnummer die DE-Ländervorwahl +49 ein', }, { countryCode: 'FR', placeholder: '+33 0 00 00 00 00', helpText: 'Incluez le code pays FR +33 avant le numéro de téléphone', }, { countryCode: 'ES', placeholder: '+34 000 000 000', helpText: 'Incluya el código de país ES +34 antes del número de teléfono', }, { countryCode: 'NL', placeholder: '+31 0 00000000', helpText: 'Voeg de NL-landcode +31 toe vóór het telefoonnummer', }, { countryCode: 'BE', placeholder: '+32 000 00 00 00', helpText: 'Incluez le code pays BE +32 avant le numéro de téléphone', }, { countryCode: 'CH', placeholder: '+41 00 000 00 00', helpText: 'Fügen Sie vor der Telefonnummer die CH-Ländervorwahl +41 ein', }, { countryCode: 'AT', placeholder: '+43 000 000 0000', helpText: 'Fügen Sie vor der Telefonnummer die AT-Ländervorwahl +43 ein', }, { countryCode: 'IE', placeholder: '+353 00 000 0000', helpText: 'Include the IE country code +353 before the phone number', }, { countryCode: 'IT', placeholder: '+39 000 000 0000', helpText: 'Includere il prefisso internazionale IT +39 prima del numero di telefono', }, { countryCode: 'NO', placeholder: '+47 000 00 000', helpText: 'Inkluder NO landskode +47 før telefonnummeret', }, { countryCode: 'SE', placeholder: '+46 00 000 00 00', helpText: 'Inkludera SE landskod +46 före telefonnumret', }, { countryCode: 'DK', placeholder: '+45 00 00 00 00', helpText: 'Inkluder DK landekode +45 før telefonnummeret', }, { countryCode: 'FI', placeholder: '+358 00 000 0000', helpText: 'Sisällytä FI-maakoodi +358 ennen puhelinnumeroa', }, { countryCode: 'EE', placeholder: '+372 0000 0000', helpText: 'Lisage EE riigikood +372 telefoninumbri ette', }, { countryCode: 'PL', placeholder: '+48 000 000 000', helpText: 'Podaj numer kierunkowy PL +48 przed numerem telefonu', }, { countryCode: 'SK', placeholder: '+421 000 000 000', helpText: 'Pred telefónne číslo uveďte kód krajiny SK +421', }, { countryCode: 'LV', placeholder: '+371 0000 0000', helpText: 'Iekļaujiet LV valsts kodu +371 pirms tālruņa numura', }, { countryCode: 'LT', placeholder: '+370 0000 0000', helpText: 'Įtraukite LT šalies kodą +370 prieš telefono numerį', }, { countryCode: 'GR', placeholder: '+30 000 000 0000', helpText: 'Συμπεριλάβετε τον κωδικό χώρας GR +30 πριν από τον αριθμό τηλεφώνου', }, { countryCode: 'PT', placeholder: '+351 000 000 000', helpText: 'Inclua o código de país PT +351 antes do número de telefone', }, { countryCode: 'HR', placeholder: '+385 00 000 0000', helpText: 'Uključite HR pozivni broj države +385 prije telefonskog broja', }, { countryCode: 'SI', placeholder: '+386 00 000 000', helpText: 'Vključite SI kodo države +386 pred telefonsko številko', }, { countryCode: 'IS', placeholder: '+354 000 0000', helpText: 'Láttu IS landsnúmer +354 fylgja á undan símanúmerinu', }, { countryCode: 'LU', placeholder: '+352 000 000 000', helpText: 'Incluez le code pays LU +352 avant le numéro de téléphone', }, { countryCode: 'MC', placeholder: '+377 00 00 00 00', helpText: 'Incluez le code pays MC +377 avant le numéro de téléphone', }, { countryCode: 'AD', placeholder: '+376 000 000', helpText: 'Incloeu el codi de país AD +376 abans del número de telèfon', }, { countryCode: 'JE', placeholder: '+44 0000 000000', helpText: 'Include the JE country code +44 before the phone number', }, { countryCode: 'IM', placeholder: '+44 0000 000000', helpText: 'Include the IM country code +44 before the phone number', }, { countryCode: 'GG', placeholder: '+44 0000 000000', helpText: 'Include the GG country code +44 before the phone number', }, { countryCode: 'AL', placeholder: '+355 00 000 0000', helpText: 'Përfshini kodin e vendit AL +355 para numrit të telefonit', }, { countryCode: 'SM', placeholder: '+378 0000 000000', helpText: 'Includere il prefisso internazionale SM +378 prima del numero di telefono', }, { countryCode: 'FO', placeholder: '+298 000000', helpText: 'Inkluder FO landekode +298 før telefonnummeret', }, { countryCode: 'MT', placeholder: '+356 0000 0000', helpText: 'Include the MT country code +356 before the phone number', }, { countryCode: 'LI', placeholder: '+423 000 0000', helpText: 'Fügen Sie vor der Telefonnummer die LI-Ländervorwahl +423 ein', }, { countryCode: 'GI', placeholder: '+350 000 00000', helpText: 'Include the GI country code +350 before the phone number', }, { countryCode: 'MD', placeholder: '+373 00 000 000', helpText: 'Includeți codul de țară MD +373 înaintea numărului de telefon', }, { countryCode: 'HU', placeholder: '+36 00 000 0000', helpText: 'A telefonszám előtt adja meg a HU országkódot +36', }, { countryCode: 'NZ', placeholder: '+64 00 000 0000', helpText: 'Include the NZ country code +64 before the phone number', }, { countryCode: 'ME', placeholder: '+382 00 000 000', helpText: 'Uključite ME pozivni broj države +382 prije telefonskog broja', }, ]; if (!countryCode || typeof countryCode !== 'string') { return mockPlaceholders[0].helpText; } const selectedHelpText = mockPlaceholders.find(function(item) { return item && item.countryCode === countryCode; }); return selectedHelpText ? selectedHelpText.helpText : mockPlaceholders[0].helpText; } function setDefaultHelpText(countryCode) { const helpTextSpan = document.querySelector('#help-text'); if (!helpTextSpan) { return; } } function updateHelpTextCountryCode(countryCode, fieldName) { if (!countryCode || !fieldName) { return; } setDefaultHelpText(countryCode); } function initializeSmsPhoneDropdown(fieldName) { if (!fieldName || typeof fieldName !== 'string') { return; } const dropdown = document.querySelector('#country-select-' + fieldName); const displayFlag = document.querySelector('#flag-display-' + fieldName); if (!dropdown || !displayFlag) { return; } const smsPhoneData = window.MC?.smsPhoneData; if (smsPhoneData && smsPhoneData.programs && Array.isArray(smsPhoneData.programs)) { dropdown.innerHTML = generateDropdownOptions(smsPhoneData.programs); } const defaultProgram = getDefaultCountryProgram(smsPhoneData?.defaultCountryCode, smsPhoneData?.programs); if (defaultProgram && defaultProgram.countryCode) { dropdown.value = defaultProgram.countryCode; const flagSpan = displayFlag?.querySelector('#flag-emoji-' + fieldName); if (flagSpan) { flagSpan.textContent = getCountryUnicodeFlag(defaultProgram.countryCode); flagSpan.setAttribute('aria-label', sanitizeHtml(defaultProgram.countryCode) + ' flag'); } updateSmsLegalText(defaultProgram.countryCode, fieldName); updatePlaceholder(defaultProgram.countryCode, fieldName); updateCountryCodeInstruction(defaultProgram.countryCode, fieldName); } var smsNotRequiredRemoveCountryCodeEnabled = true; var smsField = Object.values({"EMAIL":{"name":"EMAIL","label":"Email Address","helper_text":"","type":"email","required":true,"audience_field_name":"Email Address","merge_id":0,"help_text_enabled":false,"enabled":true,"order":0,"field_type":"merge"},"FNAME":{"name":"FNAME","label":"First Name","helper_text":"","type":"text","required":false,"audience_field_name":"First Name","enabled":false,"order":null,"field_type":"merge","merge_id":1},"MMERGE2":{"name":"MMERGE2","label":"Second Name","helper_text":"","type":"text","required":false,"audience_field_name":"Second Name","enabled":false,"order":null,"field_type":"merge","merge_id":2},"MMERGE3":{"name":"MMERGE3","label":"Company Name","helper_text":"","type":"text","required":false,"audience_field_name":"Company Name","enabled":false,"order":null,"field_type":"merge","merge_id":3},"MMERGE4":{"name":"MMERGE4","label":"Job Title","helper_text":"","type":"text","required":false,"audience_field_name":"Job Title","enabled":false,"order":null,"field_type":"merge","merge_id":4},"SIGNUP":{"name":"SIGNUP","label":"Signup form location","helper_text":"","type":"text","required":false,"audience_field_name":"Signup form location","enabled":false,"order":null,"field_type":"merge","merge_id":5},"MMERGE6":{"name":"MMERGE6","label":"Image URL","helper_text":"","type":"imageurl","required":false,"audience_field_name":"Image URL","enabled":false,"order":null,"field_type":"merge","merge_id":6}}).find(function(f) { return f.name === fieldName && f.type === 'smsphone'; }); var isRequired = smsField ? smsField.required : false; var shouldAppendCountryCode = smsNotRequiredRemoveCountryCodeEnabled ? isRequired : true; var phoneInput = document.querySelector('#mce-' + fieldName); if (phoneInput && defaultProgram.countryCallingCode && shouldAppendCountryCode) { phoneInput.value = defaultProgram.countryCallingCode; } displayFlag?.addEventListener('click', function(e) { dropdown.focus(); }); dropdown?.addEventListener('change', function() { const selectedCountry = this.value; if (!selectedCountry || typeof selectedCountry !== 'string') { return; } const flagSpan = displayFlag?.querySelector('#flag-emoji-' + fieldName); if (flagSpan) { flagSpan.textContent = getCountryUnicodeFlag(selectedCountry); flagSpan.setAttribute('aria-label', sanitizeHtml(selectedCountry) + ' flag'); } const selectedProgram = window.MC?.smsPhoneData?.programs.find(function(program) { return program && program.countryCode === selectedCountry; }); var smsNotRequiredRemoveCountryCodeEnabled = true; var smsField = Object.values({"EMAIL":{"name":"EMAIL","label":"Email Address","helper_text":"","type":"email","required":true,"audience_field_name":"Email Address","merge_id":0,"help_text_enabled":false,"enabled":true,"order":0,"field_type":"merge"},"FNAME":{"name":"FNAME","label":"First Name","helper_text":"","type":"text","required":false,"audience_field_name":"First Name","enabled":false,"order":null,"field_type":"merge","merge_id":1},"MMERGE2":{"name":"MMERGE2","label":"Second Name","helper_text":"","type":"text","required":false,"audience_field_name":"Second Name","enabled":false,"order":null,"field_type":"merge","merge_id":2},"MMERGE3":{"name":"MMERGE3","label":"Company Name","helper_text":"","type":"text","required":false,"audience_field_name":"Company Name","enabled":false,"order":null,"field_type":"merge","merge_id":3},"MMERGE4":{"name":"MMERGE4","label":"Job Title","helper_text":"","type":"text","required":false,"audience_field_name":"Job Title","enabled":false,"order":null,"field_type":"merge","merge_id":4},"SIGNUP":{"name":"SIGNUP","label":"Signup form location","helper_text":"","type":"text","required":false,"audience_field_name":"Signup form location","enabled":false,"order":null,"field_type":"merge","merge_id":5},"MMERGE6":{"name":"MMERGE6","label":"Image URL","helper_text":"","type":"imageurl","required":false,"audience_field_name":"Image URL","enabled":false,"order":null,"field_type":"merge","merge_id":6}}).find(function(f) { return f.name === fieldName && f.type === 'smsphone'; }); var isRequired = smsField ? smsField.required : false; var shouldAppendCountryCode = smsNotRequiredRemoveCountryCodeEnabled ? isRequired : true; var phoneInput = document.querySelector('#mce-' + fieldName); if (phoneInput && selectedProgram.countryCallingCode && shouldAppendCountryCode) { phoneInput.value = selectedProgram.countryCallingCode; } updateSmsLegalText(selectedCountry, fieldName); updatePlaceholder(selectedCountry, fieldName); updateCountryCodeInstruction(selectedCountry, fieldName); }); } document.addEventListener('DOMContentLoaded', function() { const smsPhoneFields = document.querySelectorAll('[id^="country-select-"]'); smsPhoneFields.forEach(function(dropdown) { const fieldName = dropdown?.id.replace('country-select-', ''); initializeSmsPhoneDropdown(fieldName); }); });

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