A better way to great customer experience.
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Table of contents The CX imperative 03 Talkdesk mission 06 Why companies choose Talkdesk 07 Product overview 08 Industry & customer recognition 22 Talkdesk customers 25 The Talkdesk services advantage 29 Global footprint & partner ecosystem 31 Talkdesk values and history 32 © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 2
The CX imperative. 89% Brands are continuously trying to differentiate themselves of CX professionals say that to attract and retain new customers. While products delivering superior CX is and services can be commoditized, it’s the experience one of their company’s key a customer has that ultimately sets the brand apart, differentiators. and every great experience the customer has is an opportunity for a brand to build trust and loyalty. 86% of CX professionals say that CX is a leading driver of brand loyalty at their company. 70% of consumers say that they are more loyal to companies who invest in strengthening their CX. Source: Talkdesk Research, Industry Revolution Series, Financial Services & Insurance Dec. 7, 2020, Healthcare Feb. 15, 2021, and Retail March 29, 2021. © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 3
The contact center is now the core of your CX strategy. Digital-first brands have raised the bar for gold-standard customer experience. Great customer experience is fast and frictionless, smart and seamless, and the contact center is at the heart of an effective CX strategy. 89% of CX professionals say Word of mouth Radio, print, TV, outdoor Online display, SEO, paid content Email Websites, landing pages Chatbot Social Chat the call/contact center is Social media a meaningful contributor Community PR to their CX strategy. CX Hub Sales rep Mobile app Loyalty programs Stores Surveys Social Direct mail Offers Website in invoices Awareness Purchase Service Expansion Contact center Source: Talkdesk Research © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 4
You can’t be a customer-obsessed company with yesterday’s technology. The experience your customers demand is that they want you to help them, to know them and to wow them. Companies need to meet these heightened customer expectations with seamless channel choice to help customers any time anywhere. Companies need deep, data-driven insights to truly know their customers, and they need AI-powered automation to truly wow them. But it’s impossible to achieve these goals with outdated legacy contact center systems that can’t easily adopt modern technology like AI. Customers want: Challenges with Companies need: • Help me yesterday’s technology • Channel choice • Know me • Data-driven insights • Wow me • Built before the digital age • AI-powered automation • Siloed channels • Little or no integration • Slow to adapt • Stagnated innovation • High cost of operation • Lack of artificial intelligence © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 5
TALKDESK MISSION We offer a better way for organizations to intelligently unlock the promise and potential of great customer experience. © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 6
Talkdesk is a global cloud contact center leader for customer-obsessed companies. Here’s why companies across the globe partner with us. Industry innovators Customer-obsessed Global leader Born Cloud Native 100% Uptime SLA Leader in Gartner CCaaS MQ 2021 Over 50% employees in R&D White glove customer support Leader in Forrester Wave for CCaaS 2020 AppConnect marketplace Top ratings in Gartner Peer Insights, G2, AppExchange Leader in Ventana Value Index 2021 40 solutions launched in last 2 years 95% CSAT Leader in Aragon Globe for Intelligent Contact Centers 2021 25 recent patents granted >100% net retention Frost Radar Innovation Leader 2020 Deep industry focus Industry-specific CABs 2021 Forbes Cloud 100 (#17) AI for every day © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 7
Innovate better CX with automation-first customer experience solutions. Talkdesk automation-first solutions leverage AI to optimize your most critical customer service processes. Through a purpose-built platform, Talkdesk helps you deliver a holistic customer experience journey that is unified and seamless. Our speed of innovation and global footprint reflect our commitment to ensure organizations everywhere can deliver better customer experiences — across any industry and through any channel. R I N D U S T Y E X PE R I E CX Platform U ILT NC Industry Experiences - B E CL OSE OU Global communications network R P DS Industry workspace PU CA PA B I L Low-, no- and custom-code tools OUD ITI CL ES CX Pre-integrated with core Flexible deployment options industry systems ERIENCE 60+ pre-built integrations EXP PL Pre-designed with custom ER workflows and automation M AT 30+ security certifications TO Customer FO Self-Service Pre-trained with AI CUS Experience Experience RM 80+ AppConnect solution Analytics for industry expertise marketplace Talkdesk AI Workforce Employee CX Services Engagement Collaboration Customer self-service Success services Agent empowerment Success community Fraud & authentication Omnichannel Engagement Operationalizing AI Success ecosystem © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 8
Talkdesk AI for every day advantage. At the core of Talkdesk solutions is Talkdesk AI for every day. We leverage artificial intelligence to transform every step of the customer journey to deliver a faster and more frictionless customer experience. Our CX Cloud platform includes AI apps that automate customer self-service, empower agents, mitigate fraud, operationalize AI, and enable a hybrid workforce in the contact center. Customer Agent Authentication Operationalizing AI Hybrid Self-service Empowerment & Fraud AUTOMATION Workforce AUTOMATION AUTOMATION AUTOMATION AUTOMATION Virtual Agent Agent Assist Identity AI Trainer Guardian Starter Automated voice Automated assistance Quickly authenticate A no-code AI model Gain visibility and control and digital self-service for agents and connect customers training tool for better of your remote workforce experiences to agents with voice automation using Knowledge biometrics, reducing human-in-the-loop Management handle time and technology Guardian Self-Service Portal KM for teams to eliminating fraud Automate compliance and Self-service KB and orchestrate information protect the contact center content for automations to power automations from unpredictable WFH QM Assist network performance Automated quality assurance for agent coaching & improvement Interaction Analytics Automated issue discovery, speech search & real-time assistance WFM Automated staffing and scheduling decisions We use a jobs to be done methodology to ascertain the most impactful applications of AI in the contact center, with the top three jobs being: (1) to increase customer self-service rates, (2) to identify causes of customer issues, and (3) to help agents resolve issues quickly and correctly. And we’ve operationalized the training of AI models with AI Trainer, which enables your agents and supervisors to correct the training data quickly with just clicks and basic data entry. Now you can resolve more customer cases through more accurate automation without the need for expensive data scientists. © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 9
Talkdesk platform advantage. Our CX Cloud platform combines enterprise scale with consumer simplicity. We were born cloud-native with a platform that provides advantages of speed, agility, reliability, and security with low-code, no-code and custom-code tools and the industry’s first 100% uptime SLA. AI for every day Native Adaptable Integrated Trusted Intuitive Powerful AI platform Broadest suite Flexible to change 60+ pre-built 30+ security Fast deployment of native apps with your business integrations certifications AI-based apps to with low-, no-, and Fast onboard automate customer One unified platform custom-code tools Easy custom 100% uptime SLA, self-service, empower integrations global call quality Fast time to value agents, mitigate fraud, One user experience, Customizable and operationalize AI device agnostic Workspace, reporting AppConnect Authentication & & integrations marketplace threat protection Human-in-the-loop technology with “Clicks not Code” AI Trainer administration © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 10
Talkdesk product advantage. CX Cloud is an end-to-end cloud contact center solution with Talkdesk AI for a better way to superior CX. All of these applications are native on our platform for a completely unified experience. That includes self-service experience, omnichannel engagement, workforce engagement, employee collaboration, and customer experience analytics. Self-Service Omnichannel Workforce Employee Customer Experience Engagement Engagement Collaboration Experience Analytics Tools & automations One platform Engagement and Tools and Analytics, to help customers to engage across management tools integrations automation and help themselves every channel, to make the lives for seamless insights tools and get answers voice or digital, of the agents, communication to know faster. with automations managers, and between everything about to make every decision makers departments, the customer and agent a best agent. easy. teams, and interaction. employees. © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 11
A better way to empower. Provide a high-quality, convenient digital self-service experience with Talkdesk AI. Make it easy for your customers to find answers to their queries quickly and at any time of the day. Customer Self-Service Experience Omnichannel Engagement Workforce Engagement Employee Collaboration Experience Analytics SELF-SERVICE PORTAL VOICE AND DIGITAL VIRTUAL AGENTS © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 12
A better way to engage. Meet your customers where they are, with Talkdesk Omnichannel Engagement, an integrated suite of intelligent, intuitive solutions that allow you to engage with customers and prospects on their channel of choice. Customer Self-Service Experience Omnichannel Engagement Workforce Engagement Employee Collaboration Experience Analytics ORCHESTRATION & ROUTING AGENT WORKSPACE & MOBILE APP OUTBOUND ENGAGEMENT Customer service - US Not validated Save Publish Draft Version 3 Incoming call Last saved by Bill Hicks on January 10, 2019 at 3:15 PM Traffic splitter Incoming call Split among BPOs Rename Outbound calls Preferences Exits Splitting distribution Traffic splitter enables the flow to distribute the interactions homogeneously according to specified weights. Play audio Greetings Exit #1 (50%) Exit #2 (25%) Exit #3 (25%) EXIT #1 Traffic splitter Distributte with BPO Weight ratio * 50 50% - internal team Exit name* 50% - internal team Record Enable recording If this exit is met, this is the value that will populate the variable set for this step 25% - BPO1 25% - BPO2 Send to * Enable recording Assignment and dial Forward to external Forward to externalEXIT #2 Assign to agent Send to BPO #1 Send to BPO #2 Weight ratio * 25 Exit name* Name your exit If this exit is met, this is the value that will populate the variable set for this step Send to * Choose the next step DIGITAL ENGAGEMENT VOICE ENGAGEMENT AGENT ASSISTANCE © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 13
A better way to manage. Manage, develop, and engage your agents throughout the employee lifecycle, regardless of their location, with Talkdesk Workforce Engagement. Customer Self-Service Experience Omnichannel Engagement Workforce Engagement Employee Collaboration Experience Analytics INTERACTION RECORDING WORKFORCE MANAGEMENT AGENT COACHING & PERFORMANCE AI-AUTOMATED QM ASSISTANCE WORKFORCE COMPLIANCE & MONITORING KNOWLEDGE MANAGEMENT QUALITY MANAGEMENT © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 14
A better way to collaborate. Extend customer service beyond the contact center with Employee Collaboration. Talkdesk integrates your contact center, business phone system, and collaboration tools for seamless communication between departments, teams, and employees. Customer Self-Service Experience Omnichannel Engagement Workforce Engagement Employee Collaboration Experience Analytics PLUG & PLAY COMMUNICATIONS BUSINESS PHONE SYSTEM TALKDESK FOR ZOOM TALKDESK FOR MICROSOFT TEAMS TALKDESK FOR SLACK © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 15
A better way to optimize. Turn every conversation into actionable customer intelligence and operational excellence with analytics, automation and insights tools. Self-Service Experience Omnichannel Engagement Workforce Engagement Employee Collaboration Customer Experience Analytics REAL-TIME SENSORS & AUTOMATIONS BUSINESS INTELLIGENCE REAL-TIME DASHBOARDS INTERACTION ANALYTICS & SENTIMENT © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 16
Talkdesk industry advantage. We know that every industry has unique needs. We wanted to make CX relevant and easy for every industry. That’s why along with our flagship CX Cloud, we’ve developed Industry Experience Clouds that are purpose-built to meet specific vertical needs and bring businesses value from day one. R I N D U S T Y E X PE R I E Industry Experiences U ILT NC - B E CL OSE OU R P DS Industry workspace PU D CA PA B I L C LO U IT IES CX Pre-integrated with core Healthcare Experience industry systems Cloud™ for Providers EXP ERIENCE Pre-designed with custom PL ER workflows and automation M AT TO Customer FO Self-Service Pre-trained with AI for CUS Experience Experience RM Analytics industry expertise Financial Services Experience Cloud™ for Banking Workforce Employee Financial Services Experience Engagement Collaboration Cloud™ for Insurance Omnichannel Retail Experience Cloud™ Engagement © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 17
BANKING A better way for banking. Talkdesk Financial Services Experience Cloud™ for Banking is a first-of-its-kind end-to-end contact center solution designed and built from the ground up to meet the unique needs of banks, including out-of-the-box integrations to core banking systems, automated workflows for account servicing, lending, payments & collections, and AI and omnichannel capabilities that work together to deliver a clear view of your client and their needs. Banking agent Pre-integrated with Pre-designed with Pre-trained with AI for workspace FIS, Jack Henry, and Fiserv banking-client workflows financial services expertise AUTOMATED PAYMENTS & COLLECTIONS BANKING WORKSPACE SCREEN-ENCRYPTED COBROWSING AND VIDEO CHAT © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 18
INSURANCE A better way for insurers. Talkdesk Financial Services Experience Cloud™ for Insurance is the first CX solution purpose-built to unify the customer journey across policy servicing, claims, and new business. Deep integrations with CMS, PAS, and CRM systems provide a single view of the customer and power time-saving workflows and automations. Pre-trained AI and insurance intent libraries combined with digital engagement channels enable seamless, personalized, and digital-first customer experiences. Pre-trained with AI Insurance agent Pre-integrated with Pre-designed with for insurance expertise workspace CMS & PAS carrier-customer workflows and empathy DYNAMIC AGENT SCRIPTING INSURANCE WORKSPACE AUTOMATED CLAIMS STATUS © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 19
HEALTHCARE A better way for healthcare providers. To help healthcare providers deliver on a reimagined patient experience, we knew we had to build a solution specifically for healthcare. That led us to build our Talkdesk Healthcare Experience Cloud™ for Providers. Healthcare provider Pre-integrated with EHR Pre-designed with Pre-trained with AI for agent workspace provider-patient workflows healthcare expertise PROACTIVE OMNICHANNEL OUTREACH HEALTHCARE AGENT WORKSPACE EHR-INTEGRATED WORKFLOWS MEDICAL-GRADE COGNITIVE INTELLIGENCE © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 20
RETAIL A better way for retail. Talkdesk Retail Experience Cloud™ is the first AI-powered, out-of-the-box, customer service platform specifically made for retailers to drive brand loyalty and customer lifetime value across digital and physical channels. A unified view of all customer interactions enables brands to meet customers where they are. Pre-configured retail workflows and scripts ensure that value is added to every conversation. And intelligent bots that are fluent in retail accelerate speed to resolution. Retail agent workspace Pre-integrated with Pre-designed with retail Pre-trained with AI commerce systems workflows and scripts that is fluent in retail PRE-TRAINED RETAIL BOTS PRE-BUILT AGENT FLOWS CONTEXTUAL CUSTOMER JOURNEY SHOPPING CART VISIBILITY UNIFICATION OF PHYSICAL & DIGITAL © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 21
Global choice for customer-obsessed companies. Talkdesk is a leader in the 2021 Gartner MQ for CCaaS. We’re one of only three vendors listed as Leader in the report. “Talkdesk demonstrates a strong commitment to the four pillars of great customer service with a good vision for analytics-driven engagements for both the customer and the employee.” READ THE GARTNER REPORT NOW GARTNER and MAGIC QUADRANT are registered trademarks and service marks of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 22
Excelling at the four pillars of great customer service. Gartner also puts Talkdesk at the top of Customer Service Pillar Coverage the list for our 3-year roadmap that best addresses customer service requirements. Getting Connected Process Orchestration Resource Mgmt Knowledge and Insight That makes us an excellent choice for Talkdesk companies needing an end-to-end solution Salesforce for contact centers across the globe. Genesys Verint Pegasystems Zendesk READ MORE ABOUT AWARDS & RECOGNITION Oracle NICE CRMNEXT Bpm’online 8x8 SAP Microsoft Dynamics Servicenow Source: Gartner report: Prepare for the Impact of a Consolidating Customer Service Technologies Marketplace, October 2019 © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 23
Leader in the 2020 Forrester Wave for CCaaS. “Shortlist Talkdesk for a navigable solution that scales with a broad range of capabilities and innovative support services.” READ THE REPORT NOW © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 24
Talkdesk is used by agents and specialists in over 95 countries. To deliver a better way to great customer experience. © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 25
Our customers span multiple industries. And we support them with products and solutions built for their unique needs. Read more about industry solutions. Technology Financial Services & Insurance Healthcare & Life Sciences Retail & Consumer Goods Transportation & Hospitality © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 26
And they get results. Impacting not only traditional KPIs but also strategic growth metrics. Find out more about our customers. R I N D U S T Y E X PE R I E 15% 10% U ILT NC - B E CL O SE OU RP DS PU D CA PA B I L Decrease in average C LO U IT IES Decrease in ramp handle time CX time and attrition ERIENCE EXP PL ER A M 10% 10% TF TO Self-Service Customer OR CUS Experience Experience Analytics M Increase call deflection Decrease via self-service in agent effort Workforce Employee Engagement Collaboration 15% Deflection from phone Omnichannel Engagement 5% Increase to digital channels in revenue © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 27
Everything we do Top Reviews. is for our customers. As of November 2021. Great products and white glove service translates # OF REVIEWS RATING # OF REVIEWS RATING to customer love. Talkdesk 1554 4.4 Talkdesk 409 4.6 Five9 242 3.9 Five9 199 4.6 NICE NICE 1117 4.3 192 4.3 inContact inContact Genesys Genesys 470 4.3 116 4.6 Cloud Cloud CSAT # OF # OF RATING RATING REVIEWS REVIEWS Talkdesk 686 4.7 Talkdesk 436 8.5 Five9 117 4.3 Five9 56 7.5 NICE NICE 98 4.6 789 8.3 inContact inContact Genesys Genesys 5 4.4 395 7.9 Cloud Cloud © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 28
The Talkdesk global services CX Strategy. advantage. We partner with you to define your specific business needs and ideal future state. We’re here for you every step of your journey. Why do our customers love us and stay with us? CX Enablement. Because we partner with organizations right from We help you enable the people, start, before any contracts are signed. And we stay processes and technologies to realize with our customers through the entire customer a best-in-class customer experience. journey. We call this CX Services. CX Success. We offer a variety of services to enable your organization to unlock and realize the value of your contact center business transformation. © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 29
Specialists to support you along the way. Our customer-facing teams are specialists designed to support customers at every phase of the journey—from pre-sales to implementation and post go-live. While every member of the team has a unique role to play, they work together harmoniously to provide a cohesive and comprehensive experience to customers. PRE-SALES IMPLEMENTATION POST GO-LIVE Account executive Project manager Customer success manager Strategic owner of the customer relationship, Leads and facilitates the implementation from Thoroughly understands customer’s desired comprehensive account engagement and kickoff to deployment. Focuses closely on outcomes, provides ongoing product alignment to the customer vision. identifying and mitigating risks, keeping the consultation, enablement and adoption. project on track and communicating status Conducts reviews and facilitates renewals. to all stakeholders. CX Strategy Customer support Partners with the customer to create a business Solution consultant case tailored to their specific CX transformation Dedicated support engineer backed by 24x7 needs and desired business outcomes. Gathers requirements through a detailed service centers, escalation management, discovery process, clearly understanding knowledge base, and Academy training current state and future goals, designs and programs. configures the solution, develops test plans Sales engineer and ensures a seamless go-live. Conducts tailored demonstrations for prospects Technical account manager highlighting Talkdesk’s differentiation. Network engineer Delivers consultation relating to configuration, integrations, and enhancements to improve Conducts virtual network testing and support, program efficiency. Solution architect including QoS and firewall configurations. Investigates network layers to identify potential Partners closely with the sales engineer and issues and provides ongoing network support. customer to design and architect a solution that aligns with the customer’s objectives. Prepares the statement of work based on defined use cases. © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 30
We’re everywhere you need us to be. With a global footprint of employees, resellers, data centers and R&D. UK Ireland Canada Germany Netherlands Armenia China Portugal Spain Japan USA France Italy Southeast Asia Brazil ANZ Employee locations Cloud distributors & resellers R&D centers Data centers © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 31
Talkdesk values. The moral code that defines, guides and inspires us every day. Courageous innovation. We have an innovative and courageous mindset, focused on offering products & solutions Community & that redefine customer environmental giving. Courageous experience, making the innovation We believe in giving back to our impossible possible. community by volunteering our time, supporting nonprofits and Community & Customer- minimizing our global footprint. environmental giving obsessed Customer-obsessed. Everything we do is for our customers. Trust & Diversity, equity transparency & inclusion Trust & transparency. Diversity, equity & inclusion. We do what we say we will do. We believe that breakthrough We invest in the highest security results are obtained when we work in our products and we believe together, represent the diversity transparency builds trust with of the communities in which we our employees, customers, live and serve, and all feel and partners. a sense of belonging. © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. 32
About Talkdesk. Talkdesk® is a global cloud contact center leader for customer-obsessed companies. We believe that better customer experiences start with AI. Our automation-first customer experience solutions optimize our customers’ most critical customer service processes. Our speed of innovation, deep vertical expertise, and global footprint reflect our commitment to ensuring that businesses everywhere can deliver better customer experiences across any industry and through any channel, resulting in higher customer satisfaction and accelerated business outcomes. Talkdesk offers Talkdesk CX Cloud, Talkdesk Industry Experience Clouds, and Talkdesk Phone all on one platform for an integrated holistic customer experience journey that is unified and seamless. Talkdesk CX Cloud™ combines enterprise scale with consumer simplicity, delivering unprecedented advantages of speed, agility, reliability, and security. Along with our flagship CX Cloud, we offer Talkdesk industry Experience Clouds™ which are purpose-built to meet the needs of vertical sectors to improve CX and generate industry-specific business outcomes. We offer the first and only business phone system natively built on a leading cloud contact center platform, which reduces costs and provides a better way for hybrid workforces to deliver great customer experiences. Innovative companies around the world, including Acxiom, Fujitsu, Hunter Douglas, IBM, Trivago, Tuft & Needle, YMCA, and 2U partner with Talkdesk to deliver a better way to great customer experience. Learn more and request a demo at Talkdesk. © 2022 Talkdesk, Inc. All Rights Reserved Worldwide. Unauthorized use, duplication, or modification of this document in whole or in part without the written consent of Talkdesk, Inc. is strictly prohibited.
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