The Modern Customer Podcast

It's something all customers have faced: they have a problem or question, but the only way to resolve it is to wait on hold with the contact center or fill out a contact request form. The process is long and frustrating. Modern customers want another approach to solving their problems. Knowledge management is a way to connect the dots and keep communication lines open with customers. Instead of companies holding all the answers, knowledge management shares resources like articles and self-service portals so customers can solve their own issues and provides a platform for communication across all channels. Naomi Rozenfeld, VP of Revenue at Wix Answers, says effective knowledge management is all about meeting customers where they are. Up until recently, knowledge management was difficult for many companies to talk about. Rozenfeld narrows it down to two main challenges: a lack of executive support within the company and technology limitations with support divided into silos that created a fragmented experience for customers and employees. But over the past year, COVID has accelerated the need for self-service knowledge management. As the world was shutting down, companies realized that customers still needed support. Instead of waiting and reacting to customer issues and questions, companies need to proactively answer customer questions and provide resources. Customers want to be in control of their service. Rozenfeld says knowledge management is now a need, not a want. She believes that what's going to win business over for future transactions is how quickly a company can resolve an issue or how easy it is for customers to resolve their own issues. Rozenfeld calls it the iceberg effect, or the idea that for every one person who opens a ticket or contacts the care team, there are nine people who don't. That 90% of customers who don't get in touch leave frustrated. Effective knowledge management provides resources and helps all customers, especially the vast majority who don't want to have to spend time reaching out to a company. Effective knowledge management starts by addressing the two main challenges. Rozenfeld says companies must have an executive sponsor to understand the impact on revenue and the company. CX managers and change agents need to make sure leaders understand why they need to invest in the tools to enable customers to solve problems on their own. The second challenge is around technology. Companies need to stop looking at support through silos. Rozenfeld says silos and unconnected channels create gaps for customers to fall. But when channels are tied together and speaking the same language, the customer only has one entry point. It doesn't matter where they started or how they communicate with the brand. Customer interactions are simplified and the agent can see the entire path instead of only having a view of one part of the problem. Knowledge management is on its way to becoming a cornerstone of the modern customer experience. Meeting customers where they are and proactively providing great service creates empowered and satisfied customers. *Sponsored by Wix Answers It's been a year of change for businesses. What's making this period most challenging is the lack of clarity. But, that's also where there's an opportunity to stand out by building trust in your relationships with your customers with agile communication. Wix Answers takes a new approach to customer support by helping you adapt quickly to know exactly what your customer needs and when they need it. Go and see for yourself today at WixAnswers.com. _______________ Blake Morgan is a customer experience futurist, keynote speaker, and author of the bestselling book The Customer Of The Future. Sign up for her new course here. For regular updates on customer experience, sign up for her weekly newsletter here.

In a sea of celebrity brands, how can a company stand out and attract customers? It comes down to being passionate, innovative and empathetic. Many celebrities are only involved with their brands as far as simply putting their name on a product, but Bruno Mars' rum brand SelvaRey is different. He spent three years redesigning the SelvaRey packaging to create a stylish and eye-catching bottle and is passionate about the brand and its products. That passion and innovation extends to the entire team and is what attracted CMO Brielle Caruso to the brand. Caruso joined the company six months ago, making her the first female Asian American CMO in the U.S. wine and spirits industry. Caruso has helped build numerous brands and knows what it takes to stand out. Marketing is really about communicating and building relationships. Caruso believes communication means everything and that brilliant communicators must have strong observational awareness. It's impossible to be a great marketer without being a great listener. At SelvaRey, that means listening to customers and understanding the context of what they are looking for. In her career, it means actively listening to her team members and building real connections. Over the past six months, SelvaRey has launched four new products, some of which sold out in days. Part of Caruso's job has been to educate customers about rum and break down stereotypes and showcase the wide range of products. Listening to customers led the brand to release products at different entry points. Marketers are often taught that it's all about themselves—about sharing their message and pushing their products. But Caruso believes that people who step back and listen, not to respond but to understand and add empathy, become better leaders. With that empathy and listening comes humility. Caruso says it's important to be grounded, which she does by writing down her goals and gratitudes. Especially after a difficult year, she believes it's important to reach out to people and check in on them instead of assuming everyone is fine. Building those relationships and being humble helps marketers stay focused and grounded, which only adds to their success. In a world full of ego and self-promotion, truly caring about other people can help you stand out. Many women in male-dominated industries face the challenge of being the only woman in the room. But Caruso has learned that her unique assets are valuable and important and that she needs to speak up to represent female customers. Women drink alcohol, so companies can't just have men creating the strategic goals and marketing. They need a woman's insight and will listen to the women in the room, even if there's only one. Caruso believes companies need to push for employees and marketers who are representative of the population who is using the product. Standing out in the marketing world isn't always about being the flashiest. It comes down to being passionate, innovative and empathetic. The loudest campaigns may catch customers' eyes, but lasting success comes to the companies and marketers that know how to build relationships and stay grounded. SelvaRey shows that strong communication can build a winning brand. *Sponsored by Pegasystems #PegaWorld It's almost time for PegaWorld iNspire, the annual conference from Pegasystems. Join them online for free on May 4 from 9 a.m. – 11:30 a.m. Eastern Time to learn how the world's most impactful companies are driving digital transformation. They'll have compelling keynotes, demos, and case studies in a highly interactive virtual format and a few surprises as well. Go to www.pegaworld.com to register for free and check out the full agenda. I've attended the last several PegaWorlds in person, and virtual, and I can't recommend it enough, so go register today! That's www.pegaworld.com. Blake Morgan is a customer experience futurist, keynote speaker, and author of the bestselling book The Customer Of The Future. Sign up for her new course here. For regular updates on customer experience, sign up for her weekly newsletter here.

Saying 2020 was a rocky year may be the ultimate understatement. But after the turmoil and uncertainty, customers, brands and investors want to know what the economy looks like in 2021. According to Fox Business Network's Charles Payne, there's reason to be extremely optimistic. In 2021, consumer savings are near record highs. That, combined with government stimulus money, means that there is a lot of money and the ability to spend it once consumer confidence levels pick up. Part of the reason to expect economic growth in 2021 is the concept of revenge shopping or revenge travel as the pandemic starts to subside. After more than a year of shutdowns and quarantines, customers are eager to spend money, have experiences and travel. Payne predicts that customers will want to make up for lost time, which will be great for the economy. Although there has been tremendous job loss and countless businesses closing during the pandemic, new business applications have gone through the roof in recent months. The fact that people are confident enough to start businesses is a good sign for the economy, and consumers will likely give a special effort to support small businesses, at least initially. Small businesses are poised for success, and the economy needs them to thrive. But Payne points out that these businesses don't exist in a vacuum, and uncertainty and actions taken towards big businesses could potentially hurt smaller businesses. For new small businesses to thrive, they need continued customer support. The growth of the economy is also tied to the growth of construction and real estate. Over the last year, we've seen a growing exodus from expensive cities to less expensive suburbs. Just a few years ago, consumers wanted to rent everything instead of owning, but in today's world, customers want the control and confidence that comes from owning things, especially homeownership. To rebound after the pandemic exodus, Payne says cities will have to reinvent themselves and become experience hubs. That growth and change could foster new business growth as consumers look to make up for lost experiences. The economy is certainly changing in 2021, but overall, things are looking up. With consumers eager to spend, small businesses on the rise and a change and reinvention for cities and suburbs, this year will have a lasting impact on the economy—for the positive. *Sponsored by Pegasystems #PegaWorld It's almost time for PegaWorld iNspire, the annual conference from Pegasystems. Join them online for free on May 4 from 9 a.m. – 11:30 a.m. Eastern Time to learn how the world's most impactful companies are driving digital transformation. They'll have compelling keynotes, demos, and case studies in a highly interactive virtual format and a few surprises as well. Go to www.pegaworld.com to register for free and check out the full agenda. I've attended the last several PegaWorlds in person, and virtual, and I can't recommend it enough, so go register today! That's www.pegaworld.com. Blake Morgan is a customer experience futurist, keynote speaker, and author of the bestselling book The Customer Of The Future. Sign up for her new course here. For regular updates on customer experience, sign up for her weekly newsletter here.

Technology doesn't stop during a pandemic. Because of that, VMware needs to stay connected to customers and showcase its multi-cloud technology. But in the B2B industry, which is traditionally driven by in-person events and marketing, building relationships and growing leads virtually poses a challenge. VMware CMO Carol Carpenter stepped into her role in the middle of the COVID pandemic and had to quickly move to virtual marketing. Although there have been challenges, she says B2B marketing during a pandemic has also had some positive impacts. The root of Carpenter's marketing approach is communication and data. She aims to over-communicate, both to her team of more than 700 people and to customers and prospects. Her team also relies heavily on data—especially during the pandemic—to track its progress and tailor experiences and marketing campaigns that resonate with customers. Carpenter says being able to understand a customer's needs, thoughts and values is crucial. As marketing shifted online, Carpenter's team unleashed its creativity. Using communication and data as a foundation, it moved traditionally in-person events to virtual venues. VMware has hosted events like chocolate tastings, whisky tastings and concerts with famous musicians. As a bonus, customers and prospects are able to include their families, which adds to the relationship-building. Moving online has allowed B2B marketers to better engage their prospects and clients. In the physical world, a company can track who attended a dinner and event. But it can be difficult to know if the person was actually engaged or interested in the product. When things move online, however, companies can track who participated, what they looked at, who they talked to and what they talked about. It provides a much fuller picture of what each person did at the event and allows marketers to follow up with specific questions and comments. Although in-person events have paused, Carpenter says B2B marketers still have incredible opportunities to build relationships when they focus on communication, data and creativity. COVID has brought challenges for all industries, especially B2B, but marketers around the industry and at VMware are finding the positive, pivoting and keeping their companies moving forward. *Sponsored by Pegasystems #PegaWorld It's almost time for PegaWorld iNspire, the annual conference from Pegasystems. Join them online for free on May 4 from 9 a.m. – 11:30 a.m. Eastern Time to learn how the world's most impactful companies are driving digital transformation. They'll have compelling keynotes, demos, and case studies in a highly interactive virtual format and a few surprises as well. Go to www.pegaworld.com to register for free and check out the full agenda. I've attended the last several PegaWorlds in person, and virtual, and I can't recommend it enough, so go register today! That's www.pegaworld.com. Blake Morgan is a customer experience futurist, keynote speaker, and author of the bestselling book The Customer Of The Future. Sign up for her new course here. For regular updates on customer experience, sign up for her weekly newsletter here.

Loyalty programs are an important part of many brands' customer engagement strategies, but yesterday's loyalty programs won't necessarily be successful today. According to Francis Hondal, President of Loyalty & Engagement at Mastercard, the recent growth of tech, digital commerce and data have redefined opportunities for brands to serve their customers in the way they expect to be served. Those opportunities have changed even more over the last year with the global COVID pandemic. One of the biggest trends coming out of COVID is the un-calendarized year, meaning that everything has shifted from when it normally occurs. Things like sports seasons, events and travel are now happening on a different schedule than years past. In response, Hondal says brands need to focus on providing flexibility to their customers. The best loyalty programs adapt to meet customers' current needs and offer them flexibility and choices. Hondal gives the example of an airline that changed its rewards program to allow customers to use their airline loyalty points to buy groceries and support local businesses. With fewer people traveling, it was a way for the airline to stay connected to customers and for customers to meet their everyday spending needs with their existing points. Customers crave optionality. They don't want to be boxed into using a loyalty program in one certain way. Customers are hesitant to be stuck with just one way of doing things now that they've seen just how much the world and their personal situation can change. When brands are flexible, it drives long-term engagement and continues to make the company relevant, even during uncertain and chaotic times. There are different ways of engaging with customers than typical rewards programs. Flexibility and newness are hot right now, and brands that can tap into those trends can build real connections with their customers. Hondal says creating an amazing loyalty program starts by understanding consumers, both new and existing. Companies need to use data and have a strong data management system in place so they can stay on top of changing customer demands and trends. She says one of the most important pieces of delivering a seamless customer experience is connecting the dots within the company so that customers have a consistent experience and don't have to repeat themselves. In this COVID and post-COVID world of loyalty programs, brands need to focus on contextual connections with customers and connecting with people when it matters most. By truly understanding customers and knowing what they need and when they need it, brands can stay relevant and offer options and flexibility. Loyalty programs aren't what they used to be, especially after COVID. By leveraging data and focusing on flexibility and optionality, brands can create and strengthen bonds with loyal customers for years to come. *Sponsored by Pegasystems #PegaWorld It's almost time for PegaWorld iNspire, the annual conference from Pegasystems. Join them online for free on May 4 from 9 a.m. – 11:30 a.m. Eastern Time to learn how the world's most impactful companies are driving digital transformation. They'll have compelling keynotes, demos, and case studies in a highly interactive virtual format and a few surprises as well. Go to www.pegaworld.com to register for free and check out the full agenda. I've attended the last several PegaWorlds in person, and virtual, and I can't recommend it enough, so go register today! That's www.pegaworld.com. Blake Morgan is a customer experience futurist, keynote speaker, and author of the bestselling book The Customer Of The Future. Sign up for her new course here. For regular updates on customer experience, sign up for her weekly newsletter here.

The beauty world is full of customers who love to experiment with new products, watch makeup tutorials and spend time finding the best items. But what about customers who care about their skin and beauty but don't want to spend the time finding and trying new products on their own? These are known as casual consumers. They want to try new things but are often overwhelmed or don't have time for the number of products on the market. Most beauty companies market to serious consumers, making casual consumers an unserved market, says Ali Edgerton, Birchbox U.S. President. Birchbox was founded in 2010 as a way to provide casual consumers great products without them having to find and experiment on their own. Birchbox was the first subscription box—an incredible accomplishment when considering the thousands of subscription boxes now on the market. The innovative concept is relatively simple: each month, consumers receive a box with five deluxe-sized samples of beauty products picked just for them. The model works well for casual consumers who want to try new things and get the right products for their hair, skincare and makeup routines, but who don't want to sort through products on their own. Birchbox has grown into a multi-faceted platform that allows consumers to subscribe for monthly products or simply buy products from the online storefront. Birchbox meets the modern customer where she is by creating a multi-channel experience that relies heavily on data and personalization. When users first subscribe, they answer a series of questions to set up their profile. Birchbox compares that data to how casual consumers relate to the beauty industry to put personalized items in each box. Customers also have the option to choose a few items on their own. Data continues after the box has been delivered with a robust review system that allows customers to give feedback for each item and gives Birchbox a better understanding of what is and isn't working for each customer. As Birchbox collects more data, it provides an increasingly personalized experience. Birchbox also stays on top of trends that appeal to casual beauty consumers and puts together curated packages separate from subscription boxes. These products are designed to help casual consumers tap into new beauty trends and get everything they need in one place. One of the most popular recent discovery kits includes everything consumers need to fight maskne, or acne caused by constant mask-wearing. Casual consumers would likely be overwhelmed trying to find the best products on their own, so Birchbox makes it easy for them to get everything in one click. And the strategy is working—the kits are in constant demand and are flying off the shelves. Edgerton says Birchbox uses data to create a picture of what customers want and need. Her greatest satisfaction comes from introducing something to a customer who didn't know they needed it. Relying on data to provide personalized experiences and meet customers where they are is a large part of the reason for Birchbox's success. It hopes to continue its innovative approach to beauty and retail as it sets the example for other subscription models. To try Birchbox for yourself, Edgerton is giving The Modern Customer Podcast listeners a discount with code VIP50. Blake Morgan is a customer experience futurist, keynote speaker, and author of the bestselling book The Customer Of The Future. Sign up for her new course here. For regular updates on customer experience, sign up for her weekly newsletter here.

Running the largest adventure park company in the country comes with challenges—especially during a global pandemic. There's no playbook for this type of scenario. But Michael Browning, founder and CEO of Urban Air, knows that speed and innovation always win, which fueled his strategy to react to information quickly as it came in. Reacting with speed allowed Urban Air to not only survive the pandemic but to thrive and find new ways to expand and grow. Browning encourages his franchisees and staff to stay close to customers and get their feedback. Although the indoor trampoline and adventure parks are aimed at kids, the company views moms as the customers and kids as the users. When states started opening back up, many customers weren't sure what was safe. Urban Air surveyed moms to ask what they wanted for their kids' activities. The more than 3 million responses helped establish health and safety guidelines for an Urban Air environment where moms felt comfortable bringing their kids. Browning took it one step further. Three hours after a visit to Urban Air, the company followed up with the parents asking if the location met their expectations about cleanliness and safety. Most moms said it definitely did. Urban Air then asked moms to shoot a short video of their experience and put it on YouTube. The company got hundreds of videos of parents sharing their authentic reactions and experiences, which was powerful in encouraging other families to return to the adventure park. Feedback has been crucial to keeping Urban Air going during the pandemic. It also led to one of the company's biggest pivots. While visiting with neighbors at an outdoor happy hour early in the pandemic, Browning heard frustration from parents about kids doing remote school. That frustration led to the creation of the Urban Air Learn and Fly Program, which opened up Urban Air locations for kids to do their virtual schooling with the help of certified teachers. The program was successful in Browning's home state of Texas until students went back to in-person school. Again, Urban Air pivoted to meet a need. Browning learned that many parents were unsatisfied with after-school programs and overwhelmed with having their kids home while they worked. The Urban Air After School Program was born. Every day, busses pick kids up from school and take them to Urban Air locations, where they do their homework with supervision and have a chance to play until their parents pick them up after work. The program is being tested in Texas and will roll out to Urban Air locations across the country this fall, making it one of the biggest after-school programs in the country. And that incredible growth came from pivoting during a challenging time. Experiential retail is the future of customer experience, but it comes with unique challenges, especially during a pandemic. Urban Air shows that the key to surviving and thriving at any time—not just during COVID—is to listen to customers, invite their feedback and then find ways to pivot to best meet their needs. Blake Morgan is a customer experience futurist, keynote speaker, and author of the bestselling book The Customer Of The Future. Sign up for her new course here. For regular updates on customer experience, sign up for her weekly newsletter here.

A year ago, most of us were speaking in meetings full of team members or giving presentations to rooms full of people. But those faces have now changed to boxes on a screen, and our messages have moved from in-person to virtual. Being an effective communicator is a challenge on its own, but doing it virtually adds even more complications. According to Matt Abrahams, co-founder and principal at Bold Echo Communications Solutions, virtual communication only accentuates the challenges we've always had with public speaking. He says being an effective virtual communicator requires overcoming three challenges: Getting and holding attention Being clear and concise Maintaining engagement Attention is the most precious commodity in the world today. When people aren't in the same room as the speaker, it's much easier for them to get distracted. It's up to speakers to hold their attention. Many of these challenges can be addressed by focusing on your audience. Abrahams says too many people are fixated on what they want to say instead of thinking about what would be valuable to their audience. He says speaking without focusing on the audience is like writing a love letter and addressing it To Whom It May Concern. Before preparing a speech or presentation, take time to reflect on who your audience is and what they need to hear. Once you understand your audience, you can structure your message to be clear and concise. Abrahams recommends structuring your communication to answer three simple questions: What? Say what it is. So What? Share why it's important. Now What? Teach what you can do with that information. Understanding the audience and following a structure creates a speech that is clear, concise and on message. People are much more likely to pay attention to clear content that applies to them. Doing the work upfront to understand your audience and structure your presentation can help overcome all three of the virtual communication challenges. Storytelling is also a valuable tool, especially for virtual communication. People connect with and remember stories far more than they remember statistics. Abrahams recommends having a goal for your story and telling it in six words. If you can convey your key point in six words, it can be your starting point for crafting a larger story. The best way to become a great storyteller is to practice and listen to other great storytellers. Even after the pandemic has subsided, virtual communication is here to stay. Abrahams believes that in the future we'll see a hybrid approach with both in-person and virtual speeches and presentations. Being a successful communicator in the future will require these strong virtual communication skills. Blake Morgan is a customer experience futurist, keynote speaker, and author of the bestselling book The Customer Of The Future. Sign up for her new course here. For regular updates on customer experience, sign up for her weekly newsletter here.

Just weeks after Sarah Steinhardt had her first baby, she had to make a quick run to the store to get more diapers. On a New York City street corner, diapers in hand, she started crying. It was at that moment she realized how fortunate she was to be able to quickly get the necessities for her baby when mothers around the country didn't have the same ability. That experience led Steinhardt to create Welcome Baby USA, a nonprofit focused on providing at-risk and low-income mothers with the essentials for their baby's first month of life. Welcome Baby partners with clinics and hospitals across the country to provide boxes with diapers, newborn clothes, a baby carrier, and other essentials that these women would likely not be able to otherwise afford. Mothers receive the boxes during their third trimester so they have everything they need to bring a baby home. Steinhardt's career started in broadcast journalism, which opened her eyes to the countless people and stories around the world. In many instances, these mothers and babies don't have a voice and need advocates to support them and share their stories. Steinhardt says the Welcome Baby box is meant to alleviate stress for mothers who can't afford necessities and hopefully gives the baby a level playing field in their first month of life that they can move from. But building and scaling a nonprofit hasn't been easy, especially during a global pandemic when children face more needs than ever before. When she started Welcome Baby more than two years ago, Steinhardt and her co-founder packaged the boxes in their homes and hand-delivered them to local hospitals and clinics. As the organization grew, it partnered with a company to source, pack, and ship the boxes. But in the early days of the pandemic when supply chains were in chaos, it was nearly impossible to find some of the most important parts of the boxes, like thermometers. Steinhardt said she had to re-think logistics, but the new thinking and partnerships allowed Welcome Baby to scale and grow during a difficult year. New motherhood can be incredibly isolating, especially for mothers who don't have basic necessities for their children. Steinhardt hopes her organization can take away some of the stress of having a baby by providing much-needed supplies. Her story shows how women can support each other and make a difference during the most vulnerable and important times in life. Blake Morgan is a customer experience futurist, keynote speaker, and author of the bestselling book The Customer Of The Future. Sign up for her new course here. For regular updates on customer experience, sign up for her weekly newsletter here.

2020 changed the world in many ways, including a renewed push for racial justice and equality in the United States. That demand must now be echoed in how companies brand and market their products. With increased calls for racial justice, Kirstyn Nimmo saw how she could bring her marketing expertise and experiences as a Black woman to help brands act authentically and impact racial equality. Nimmo founded Good Worx and consults numerous big brands on social causes. Branding in the era of racial justice brings unique challenges, but also new opportunities to connect with customers and make meaningful changes. A recent example of the need for inclusive branding comes from Aunt Jemima. The company, which is owned by Quaker Oats and PepsiCo, has received complaints for years about its branding and inclusion of a racist stereotype on its packaging. Those complaints grew in 2020 to calls for Aunt Jemima to change its name. Quaker Oats and PepsiCo responded by essentially erasing the history and changing the name to the Pearl Milling Company. Instead of engaging in a conversation with its customers and members of the Black community, it appears the company erased any reference to Black culture from its product. Nimmo acknowledges that this is a complex issue, but also says that PepsiCo missed the mark. Although there was complicated history around Aunt Jemima, it was also Black representation on a popular product, which is important. Rather than engaging in conversations with the Black community to understand the history and its significance, many companies take the easy route to delete issues. PepsiCo had the opportunity to evolve into a new brand identity that could have highlighted the Black community and its roots instead of just covering it up. People don't want to feel uncomfortable, but in this era of racial justice, those uncomfortable conversations need to happen. Nimmo has three tips for branding in the era of racial justice: Be open to feedback from consumers. Brands need to create channels for feedback and listen to what customers have to say. Use the feedback as a way to connect with people on a deeper level and learn from their experiences. Take accountability for what is being called out. Too many brands only change once they face extreme public pressure. Brands need to be brave and acknowledge their past and see how they can change. Instead of ignoring the problem or trying to erase it, brands need to be accountable for their past actions. Reverse the harm. Brands should do whatever is needed to realize how their actions have harmed people. Nimmo says brands need to reverse the harm by swinging the pendulum the other way to create equity and equality. This new era of racial justice is more than a passing phase—it is a lasting push for equality. Brands need to realize the importance of the current issues and listen to their customers from all backgrounds to successfully lead representation and change. Links to further resources mentioned in the show: How the Aunt Jemima Rebrand Missed the Mark Kirstyn Nimmo's article Uncle Ben - Saturday Night Live skit Aunt Jemima CANCELLED, Replaced With "Pearl Milling Company" with Anthony Brian Logan Blake Morgan is a customer experience futurist, keynote speaker, and author of the bestselling book The Customer Of The Future. Sign up for her new course here. For regular updates on customer experience, sign up for her weekly newsletter here.