TELSTRA EMERGE CASE STUDY - What Customers Really Want
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CASE STUDY TELSTRA EMERGE 2 TEST MARKETING CENTER THE EARLY DAYS If ever a business has based itself around living, sleeping and Before switching to Pivotal CRM, Telstra eMerge’s team used breathing Customer Relationship Management (CRM), day in, an incumbent system which proved inflexible, hampering its day out, then Telstra eMerge is that company. ability to perform at the level it desired. “This solution was difficult to use—it required us to have a multitude of native systems running concurrently. We had to ABOUT TELSTRA EMERGE alternate from screen to screen as we did not have customer information housed in one area. For each campaign we had A core business unit of Australia’s number-one to switch between a variety of databases,” said Messiha. telecommunications provider, Telstra, the eMerge Center is an innovative and highly cost effective unit charged with testing “On reflection, it was a slow, difficult, immensely frustrating Telstra’s marketing campaigns, product innovations, service piece of technology. The team’s stress levels were heightened offerings and various price points. Working with precisely as a result and it felt like a pressure-cooker environment. It selected customer samples, this unit significantly saves Telstra sometimes felt as if it was working against us rather than with marketing resource and investment costs up-front by advising us, which was not ideal.” early in a development process whether a particular offering meets market approval or not. Working with the customer feedback received, Telstra makes swift decisions regarding whether to modify an offering, go to market, or place it on the back burner. SELECTING PIVOTAL With a staff of 40 consultants, campaign managers, IT CRM—A TEAM DECISION Consequently, a decision was made to look elsewhere for specialists and data analysts working around the clock to a supportive alternative CRM solution and after researching communicate with its customer-base, Telstra eMerge relies alternatives on the market, Telstra eMerge’s team chose heavily on having a wholly flexible, responsive, reliable CRM Pivotal CRM. system in place to provide an intimate and immediate view of these customers. It believes it has found the answer with the “We were impressed by the flexibility, efficiency and Pivotal CRM solution. responsiveness it offered and the fact it could obviously handle our reporting requirements working with up to twenty “We work under intense time pressures during testing cycles million transactions per month. Pivotal CRM promised a and need to be able to act fast, turning around projects fast, nimble CRM solution that would provide an intimate intelligently. Therefore, it has been critical we have a solid and single view of our customers, their purchase decisions, technology base supporting us to achieve these goals. history with Telstra and opinions. There was also an increased Being able to precisely select samples of customers and to comfort level for the team in that Pivotal was delivering results communicate with them in numerous ways is all part of the to many major corporations internationally,” said Messiha. process. Pivotal CRM has certainly delivered for us in those respects,” says Magdy Messiha, IT manager, Telstra eMerge He stresses the importance of involving the entire team in the Center of Excellence. process of selecting and customizing a solution of this nature to derive optimal benefit. www.aptean.com
CASE STUDY TELSTRA EMERGE 3 “CRM is all about people—and it is vital that the people who “ Pivotal are going to use the solution are key players in the selection and implementation process. They need to understand its scope and how the technology will effectively change—in a CRM positive sense—the way they approach their work and their promised a fast, customers. It’s about mindset more than anything,” explained Messiha. nimble CRM solution that would WORKING WITH PIVOTAL provide an intimate CRM As it tests different telecommunications offerings, the Center and single view extracts customer information from a variety of native databases housed within Telstra’s business units. Once it has of our customers, their purchase transported customer information Telstra eMerge ensures the data’s future accuracy and currency by extracting updates from the native databases on a monthly basis. Working in this way for the past two years the unit has built decisions, history up its database to include nearly 5.5 million customer records, with Telstra and with each record offering general customer details, summary billing, the products and services being currently used, as well opinions. There was as their usage history and any comments or feedback received from customers. also an increased Using Pivotal CRM’s Contact Center technology, Telstra eMerge communicates with customers on a multi-channel comfort level for the bases. It easily manages inbound and outbound calls for each campaign tested, as well as being able to e-mail, direct mail team in that Pivotal and contact customers via the web. Predominantly, CRM was delivering the unit focuses on proactive communication, reaching out to customers—however it also manages reactive results to many communication—responding to customer queries and requests about a particular campaign. major corporations “ The solution offers the flexibility to alter this communications internationally. mix at a whim and the Center can upscale resource to manage increased customer volume as required. Currently the Center Magdy Messiha IT Manager Telstra eMerge Center of Excellence makes around 4,000 outbound calls a week and achieves a contact rate of 50% on these calls. www.aptean.com
CASE STUDY TELSTRA EMERGE 4 SEEING RESULTS IN REAL to be proficient in the one system, not the range of native systems that were used historically to view and analyze data TIME “Undoubtedly, Pivotal CRM has delivered on its promises in “We have also found the Pivotal CRM scripting has reduced terms of its integration abilities, reporting requests, adaptability training time, as all our telemarketers are familiar with the and customization,” said Messiha. ‘We have continued to raise script flow and navigation tools, which means training is the pole on our achievements since going with Pivotal CRM.” focused on the product offering rather than internal processes. It is far more efficient and a far more streamlined approach,” From the outset, Pivotal CRM has impressed the team, from said Messiha. promising a swift implementation phase to meet Telstra eMerge’s pressing requirements, to locking into a fixed price As a result of the efficiencies gained and the ease of using contract, meaning there were no hidden surprises in that Pivotal CRM, the atmosphere within the team has altered respect. accordingly. Team members are far more relaxed, knowing they have a complete sensible system supporting them in their In terms of realizing key benefits and efficiencies in the testing day-to-day activity. cycle, Pivotal CRM allows the team complete responsiveness during testing cycles. Campaign managers and coordinators are able to make telemarketing script changes on the fly, based on initial campaign trends and customer feedback. An ESTABLISHING THE UNIT’S additional benefit to the company as a whole is that when the CRM CENTER team has down time between campaign cycles, it is able easily In recent months, Telstra eMerge has developed its own CRM manage overflow in-bound calls from other business units, Center, where it can demonstrate to other business units just using Pivotal CRM to communicate with customers easily and how it uses Pivotal CRM to go about its work and what it does effectively. with the data it extracts from the various databases. This has helped achieved further buy-in and support from across Telstra Resource costs and downtime have been dramatically in terms of solidifying the agreement of senior managers to reduced now that in-house IT specialists are able to create share customer data with the unit. customizations to suit each campaign’s requirements. No longer do they need to bring in external consultants at all “This has been an important project for us as we often need hours to customize the system. to gain consensus from a range of business unit managers to integrate data into our system and to use it in the way we wish Furthermore, since Pivotal CRM’s implementation, Telstra to,” said Messiha. eMerge has increased the number of campaigns it has been able to test by 100%, averaging 13 campaigns per year. “Being able to show them exactly what we do has made great Messiha attributes this to the fact that the team is now in-roads to building relationships across the company and we operating far more efficiently across a number of key areas. have excited these managers for the possibility of what we can do in the future. There are lots of plans in the pipeline for For instance, whereas previously campaigns took around 2-3 adding functionality and complexity to our solution. weeks to set up, with Pivotal CRM’s streamlined approach the unit now only takes 2-3 days to set up. “That’s a major feature of Pivotal CRM—as you use the technology, you realize what could be, and because of the way Costs associated with training team members have also been it is designed and implemented, it allows you to put that vision dramatically reduced. Much of this is to do with only needing into action. www.aptean.com
CASE STUDY TELSTRA EMERGE 5 RETURN ON INVESTMENT • Reduced time spent training team members they only have to be proficient in one system as opposed to a variety of FOR TELSTRA EMERGE native databases. This means they can focus on developing Pivotal CRM has: their expertise and proficiency rather than gaining generalist • Increased efficiency within the business unit—a smaller sized knowledge across a number of systems. team is working far smarter, able to test more campaigns on an annual basis. • The organizational culture is far more positive, energized, and satisfied. Levels of stress and frustration have been dissipated • Increased the number of campaigns being tested by 100% with levels of confidence in the technology and in their ability since its implementation. to perform under pressure rising dramatically. • Enabled them to set up campaigns in a matter of days (2-3) • Less resource spent on external consultants to provide as opposed to weeks (2-3), as it traditionally took them. support and customize the technology. They are doing all of this in-house using internal IT specialists. More than 9,000 customers around the world rely on us to give them a competitive edge. By providing innovative, industry-driven enterprise application software, Aptean helps businesses to satisfy their customers, operate most efficiently, and stay at the forefront of their industry. For more information, visit www.aptean.com. www.aptean.com Copyright © Aptean 2012. All rights reserved.
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