What is Digital Engagement Software?

Digital engagement software is a suite of tools that helps businesses connect with customers through digital channels, such as chat, SMS, WhatsApp, email, and more. It enables personalized communication, improving customer experience through targeted interactions and real-time support.

Our research finds that 88% of customers say receiving good service makes them more likely to purchase again. And 74% of customers expect to be able to do anything online that they can do in person or by phone. That means service teams must have the right technology in the contact center to engage with customers — and provide an exceptional experience — at every digital touchpoint. Digital engagement software can make a difference.

Here, we'll explore how this software is used in a digital customer engagement platform to support service teams, including its key features and benefits, and how to overcome common customer engagement challenges.

• What is digital engagement software?
• The importance of digital engagement software in business
• Benefits of digital engagement software
• Key features to look for in digital engagement software
• How to choose the right digital engagement software
• Steps to implement digital engagement software
• Best practices for managing digital engagement
• Common challenges with customer engagement and how to overcome them
• Set up for success with digital engagement software

Digital engagement software — also known as customer engagement software — is an all-in-one tool that allows companies to interact with customers and prospects. This software works by integrating various digital channels into a unified platform. It uses automation, data, and AI to personalize interactions and provide real-time support. All the pieces work together to improve customer service experience.

Engagement matters for your business because it helps form long-term relationships with customers. These relationships, built over time, are based on positive, helpful, and reliable experiences. Our research finds that 53% of customers prefer to engage digitally, and digital engagement platforms have become a vital tool for helping service teams deliver these consistent customer experiences.

While many brands have turned to technology, including generative AI, to improve customer engagement and boost efficiency, trust and accuracy remain top priorities for customers. Our research also shows that 80% of customers think it's important for humans to validate AI's outputs. So, while digital engagement software can help businesses connect with customers, it's important that service reps remain at the helm.

Digital engagement software offers several benefits that enhance communication, collaboration, and overall customer experience:

• Improved customer interaction: Digital engagement software enables real-time communication through multiple channels, allowing businesses to respond promptly to customer inquiries and resolve issues more efficiently.
• Personalized experiences: Data analytics helps provide personalized interactions tailored to individual customer preferences and behaviors, leading to higher satisfaction and loyalty.
• Increased efficiency: Automation features in digital engagement software can handle routine tasks, freeing up customer service reps to focus on more complex issues that require empathy. This results in faster response times and improved operational efficiency.
• Consistent messaging: These platforms ensure that all customer interactions are consistent with brand messaging and guidelines, maintaining a cohesive brand across all touchpoints.
• Data-driven insights: Digital engagement software collects valuable data on customer interactions, which can be analyzed to gain insights into customer behavior, preferences, and pain points. This data can inform strategic decisions and improve service offerings.
• Scalability: These tools can easily scale to handle increased volumes of customer interactions, making them ideal for growing businesses or those experiencing seasonal spikes in demand.
• Enhanced collaboration: Digital engagement software often includes features that facilitate collaboration among team members, such as Slack, shared inboxes,and task management, leading to better coordination and faster issue resolution.
• Cost savings: By automating processes and reducing the need for manual intervention, digital engagement software can lower operational costs while improving service quality.

Overall, digital engagement software is a powerful tool for enhancing customer service, improving operational efficiency, and driving business growth.

Digital engagement software should include a range of features to effectively connect with and serve customers across various channels. Here are some key features to consider:

• Omnichannel support: This is a customer service strategy that enables seamless integration across multiple channels such as email, chat, WhatsApp, and voice to provide a consistent customer experience.
• Real-time communication: Live chat and messaging capabilities enable instant communication with customers, addressing their questions promptly.
• Self-service portals: This tool allows customers to find answers and resolve issues independently through a knowledge management base or chatbot, reducing the workload on your customer service reps.
• Analytics and reporting: Comprehensive analytics tools track customer interactions and measure performance metrics, allowing you to gain insights for continuous improvement.
• Integration capabilities: Seamless integration with CRM systems, e-commerce platforms, and other business tools ensure a unified view of customer data and interactions.
• Automation: Automated workflows and triggers streamline processes, such as sending follow-up emails, assigning tickets, and escalating issues.
• Feedback management: These tools collect customer feedback and conduct surveys, helping organizations measure KPIs such as customer satisfaction and identify areas for improvement.

By including these features, digital engagement software can enhance customer satisfaction, improve operational efficiency, and drive business growth.

With so many engagement features to choose from, let's talk about how to decide which software is right for you. Consider the following to make the best choice for your organization:

• Integrations: Once you know what features you need, focus on tools that will automate and enhance activities you already do within your existing platforms. For example, if your company already uses customer relationship management (CRM) software to track customers pre- and post-purchase, choose a digital engagement tool that can integrate. This will help you collect, track, and analyze data in one place, so you can see how digital engagement impacts future sales and customer behavior.
• User friendliness: Consider the experience of your customer service reps— the ones who will be using these tools every day. Avoid tools with a high learning curve, which can slow down productivity. Look for an intuitive customer engagement tool that helps agents do their jobs even better. Features like no-code, drag-and-drop workflows, omnichannel routing, proactive messaging, and AI-powered recommendations can help your team hit the ground running. Make the user experience something teams can embrace.
• Scalability: Since most digital engagement software is now cloud-based, it's important to choose a solution with flexible scaling options, like Salesforce Service Cloud. For starters, this will let you add additional users or licenses as you grow. In addition to growing your service team, you can scale your reach and productivity, while taking some of the weight off live agents, with features like autonomous AI agents, automated workflows, and more.
• Customer support: Review a solution's customer service policies, conditions, and service level agreements (SLAs) to understand the level of post-purchase support you're likely to receive. A good solution will provide self-service options such as help desk resources or community forums where you and your customers can go to get fast answers and avoid major roadblocks.
• Pricing: Consider the cost of your chosen tool against its perceived value and benefits. You should feel confident about its potential return on investment (ROI) and have a timeline in mind for when you'll start seeing results.

Service teams looking to implement digital engagement software should follow this step-by-step process for choosing the best solution to fit their needs:

• Gather insights: Put a team together with stakeholders from each department that will be affected by the software's implementation. The team should gather insights, determine goals and solution requirements, ask questions, and raise concerns.
• Shop and select: Once you've nailed down your requirements, build a short list of vendors based on potential tool costs, features, and ease of use. Reach out to vendors for product demos and pricing to identify which ones best suit the company's needs.
• Plan your implementation: Create a change management plan to ensure a smooth transition for your team to the new system. Teams will need to be trained on the tools, onboarded with customer success managers, and prepared to provide feedback about their challenges and successes.
• Train on a limited deployment: Implement the tool with just the team leaders from each department to start. They should familiarize themselves with the tool's capabilities and processes to assist their teams with onboarding. A limited run also gives you a chance to catch issues as they come up, and contact the vendor for help before you fully implement.
• Integrate with other systems: IT and development staff should connect the platform to your other systems using APIs. Your vendor's customer success manager should be there to help.
• Launch company-wide: After initial teams have been properly trained and bugs worked out, introduce the tool to the company at large. Provide training sessions if needed.
• Gather feedback: Solicit feedback from everyone who interacts with the software to find ways to tweak deployment, add features, or train new users more effectively.

Once you've implemented your digital engagement software, follow these best practices to ensure you get the most from the tool:

• Choose and track specific engagement key performance indicators (KPIs) such as customer lifetime value, net promoter score (NPS), and customer satisfaction (CSAT).
• Combine all data in one place for a clear view with dashboards updated in real time.
• Personalize all interactions and messages for greater engagement.
• Collect feedback to improve your products and services through simple surveys, such as asking customers how they feel about your products or site.
• Continuously refine your strategies based on the feedback you get.

Customer engagement spans many different initiatives and channels. Some common challenges include:

• Data silos among departments: This happens when departments aren't effectively sharing data, usually due to siloed systems. Connecting everything on one platform ensures everyone has access to the same accurate data, all the time.
• Growing number of communication channels: Customers now expect to be able to communicate with companies through their preferred channels— from chat to SMS, WhatsApp, and more. Implementing a unified platform to capture all customer interactions across channels can help you deliver seamless and consistent experiences across touchpoints. Using autonomous AI agents to handle a broad range of customer interactions can also help with efficiency.
• Gaps in engagement: Don't let customers slip through the cracks. For example, forgetting to automate certain tasks, such as customer follow-ups or surveys, can impact customer experience. Digital engagement software helps service teams design intentional workflows with connected data to find and fix these gaps and maintain consistent customer experiences.

Customers expect certain experiences, and your business must deliver or risk falling behind. Digital engagement software helps your customer service team meet customer expectations by personalizing communication, streamlining processes, and ultimately strengthening relationships.

Scale your service operations with digital engagement software and start communicating with your customers more efficiently — with the speed, quality, and personalization they've come to expect.