{"id":1348,"date":"2020-04-20T15:50:00","date_gmt":"2023-10-18T15:50:39","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=1348"},"modified":"2023-10-18T17:35:34","modified_gmt":"2023-10-18T17:35:34","slug":"self-service-updates-needed-during-crisis","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/ca\/blog\/self-service-updates-needed-during-crisis\/","title":{"rendered":"What You Can Do In One Hour to Enhance Your Self-Service"},"content":{"rendered":"\n

Customers are visiting FAQ pages more frequently, signing into customer portals<\/a> regularly, and reaching out across all channels for help in navigating the uncertainty during the coronavirus pandemic<\/a>. As your team works day in and day out to make your customers feel supported and cared for, your self-service channels play a big role in handling the high contact volume.<\/p>\n

Self-service is a powerful tool for customers during a time of crisis, as they look for quick answers to common questions. To ensure your self-service channels make the biggest impact, what can you do quickly \u2014 even in just one hour \u2014 before your day begins?<\/p>\n

Identify frequently asked questions<\/b><\/h2>\n

Taking a few minutes to connect with your team will help you understand the most common customer questions to address in your help center.<\/p>\n

1. Host a daily standup<\/b><\/h3>\n

Even if it\u2019s just for 10 minutes, meeting with your team gets everybody on the same page. Ask agents for commonly asked customer questions they receive across all channels, during the crisis. This includes questions via the call center and how they resolve them. <\/p>\n

2. Create a collaboration document<\/b><\/h3>\n

Throughout the course of the day, encourage agents to use simple collaboration tools<\/a> they can update on the fly with frequent customer requests related to the crisis. With a single source of truth, agents can record how they resolved their cases to help colleagues with similar future cases.<\/p>\n

3. Update your help center<\/b><\/h3>\n

Use your list of frequently asked questions as a cue to create content on your help center, such as updates on delayed orders or how to get a refund for a service. If it makes sense for your organization, consider a dedicated section on your help center with featured articles specific to the crisis. For example, Pearson<\/a> updated the home page on their support site with information about delays due to COVID-19, directing people to their self-service options.<\/p>\n

Make simple updates to your messaging<\/b><\/h2>\n

Reviewing and, where necessary, adding or updating messaging on your self-service channels assures customers your organization is sensitive to what they are going through.<\/p>\n

1. Put relevant customer support information front and center<\/b><\/h3>\n

Consider creating a banner that appears at the top of your home page with specific instructions or with a direct link to your help center. Services like DoorDash<\/a> have a clear message to let customers know there may be long wait times on orders. If you have a customer portal, personalize the banner message at the top of the page as well.<\/p>\n

And, offer the option for customers to easily opt-in to receive real-time notifications or updates, such as the timing of a late delivery or payment. For example, DoorDash<\/a> offers customers to opt-in for no contact delivery.<\/p>\n

2. Update your chatbot\u2019s welcome message<\/b><\/h3>\n

If you keep your bot\u2019s general welcome message, it may feel out of touch to customers. Re-evaluate the first message that appears when a customer reaches out. Consider updating or adding a few words that are empathic to the current situation and address common requests, such as how to make a cancellation and receive updates related to COVID-19.<\/p>\n

3. Create an all-encompassing knowledge article<\/b><\/h3>\n

Keep agents aware of new and existing protocols during the crisis and other internal changes with a knowledge article. Develop an externally-facing version, as well, to keep customers informed.<\/p>\n

Find ways to streamline workflows<\/b><\/h2>\n

Simplifying processes and making it easier to find information goes a long way for customers, and frees up agents from high-volume cases.<\/p>\n

1. Create a channel menu on your site<\/b><\/h3>\n

In a time of crisis, customers don\u2019t want to take time to search for a contact page. With a simple widget or code snippet<\/a>, you can integrate a fixed channel menu<\/a> on your help center or website. This surfaces all available support channels to customers or can direct them to a web-to-case input form, a community, or a knowledge base.<\/p>\n

2. Route cases with chatbots<\/b><\/h3>\n

Review your data to find specific keywords that keep coming in via your chatbots. For easy answers, make sure you have an FAQ the chatbot can use to answer questions. For more sensitive topics, have your chatbot immediately offer to transfer to an agent.<\/p>\n

3. Create guided processes<\/b><\/h3>\n

In your customer portal, you can automate specific processes to help customers do them on their own (and alleviate agents from high-volume calls). By integrating a workflow<\/a> on your end, such as canceling an order, the automation process appears on their screen and walks customers through each step.<\/p>\n

With just a few simple updates, you can ensure your self-service channels are working hard to handle the high contact volume during this unprecedented time.<\/p>\n

To get more tips on navigating change, read other articles in our Leading Through Change<\/a> series. Find thought leadership, tips, and resources to help business leaders manage through crisis.<\/p>\n