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SOCIAL
CUSTOMER
SERVICEBuilding a consumer excellence strategy: 

case studies and practical framework
2Social Customer Service
Brands have already accepted
social into their marketing mix.
However, most companies are still in
the initial stages of integrating
social into the customer experience.
In our efforts to help companies
become more Human-Centered, we
work to develop integrated digital
strategies where people come first
at every stage of their customer
relationship. As ubiquitous as Social
Media has become for branding
purposes, there is still some room for
improvement when it comes to
integrating digital customer service
across the organization.
This is why we at Good Rebels have
decided that it was time to share
some of the best practices from
three clients who are pioneers in
Social Customer Service: Toyota,
IKEA and Vichy (L’Oréal Group).
A WORLD
POWERED
BY PEOPLE
3
In our recent study on Messaging Apps,
we analyzed the presence of brands in
what was previously considered a
highly personal space and how this
has led to new possibilities in
developing customer relationships.
When constructing the brand
experience, companies that do not
integrate customer service in their
digital strategies are guaranteed to
lag behind their peers. According to
Harvard Business Review, reducing
customer effort is the #1 factor in
customer loyalty. Incorporating social
media channels in the relationship
makes it possible to reach more
people more quickly and more
effectively. In fact, a speedy resolution
will increase advocacy by 25%.
A LITTLE BIT
OF CONTEXT
Which is your preferred channel

for customer care?
Social Media34.5%
24.7%
19.4%
16.1%
Live chat
Email
Phone
The Rise of Social Media Customer Care | webistebuilder.org.uk
Social Customer Service
4
When we analyze online consumer behavior, interacting with
brands is second only to personal connections. Brands are
more relevant than celebrities when it comes to the social
media feed. Given the decreased attention span (8 seconds)
and the ubiquity of digital channels, the imperative to be
meaningful is greater than ever.
Who do you follow on social media?
Top 10 social media profiles followed
Which of the following actions have you done
in social media in the past month?
Beyond interacting with content (likes, shares, views,
posts), consumers are aware of their impact on a brand’s
image and take responsibility when it comes to leaving
feedback or expecting quick resolution.
Consumers understand their active role in constructing a
brand’s identity. In exchange they expect to receive not
only personalized content but also personalized attention
in real time.
1 People you know in real life 64 %
2 Brands you like 35 %
3 Singers, musicians or bands 34 %
4 News / media organizations 28 %
5 Actors 24 %
6 Contacts relevant to your work 23 %
7 Brands you are thinking of buying something from 21 %
8 Comedians 21 %
9 Bloggers 18 %
10 Sports stars 17 %
Left feedback or a review on a brand's website 10 %
Asked a question to a brand on a social network 10 %
Used a company's live-chat service on a website 8 %
Interacted with a brand on a messaging app 6 %
Source: Global Web Index Data from Q3 2017, Europe and North America
Social Customer Service
Traditional customer care Social customer care
Specific departments
Company-centric process
Defined channels
Set business hours
Transaction
Messages are distributed
Everyone
Customer-centric process
Customer-driven dynamic channels
Customer set hours
Interaction
Messages become conversations
WHO
WHAT
WHERE
WHEN
WHY
HOW
Digital transformation has permeated all levels of organizations. Customer touch
points have become shared across areas, leading to the need for new workflows,
tools and resources. In short, effective social customer care has broken out of the
silo of the Customer Service Department as all areas impacted by the customer
journey become equally responsible for responding to consumer needs.
5Social Customer Service
THE
EVOLUTION
OF SOCIAL
CUSTOMER
CARE
There are two trends that have
sprung from this new brand-
consumer dynamic:
• Consumer proactivity, and
• the increasing relevance of
content in the consumer
experience.
Consumers are more informed,
more empowered and more
independent. To resolve their
problems or doubts they are reticent
to engage with brands directly
through traditional channels such as
phone, web formulas, or in-person
help desks; making useful content
and personalization more relevant
than ever.
As we’ve outlined, a reactive and
siloed approach to customer service
will only serve to isolate consumers
and make them trust your brand
even less. How mature is your
customer relationship
management?
STARTING
POINT
6Social Customer Service
Where do
you stand?
What defines a mature social customer care organisation? To a greater extent, it’s the ability to
provide a consistent customer experience across channels and the capacity to integrate new
data and new tools to facilitate this.
Consumer
experience
Ad
hoc customer
care provided by
social marketing team
alongside outbound
publishing.
Occasional
slow responses to
customer queries on
social with 50%+
going unanswered or
unattended.
EXPERIMENTAL
Social
customer care
starts to be integrated
into core remit of
customer service agents.
Procedures replicate
offline service
guidelines.
All customer
queries responded
to by customer service
agents but response
time service still slow.
Attention is reactive, on
an as-need basis.
Social
is a key customer
service channel
alongside phone, email
& chat. Protocol is
adapted to social
formats.
Social is one of
the many ways to
communicate with the
brand; with prompt
reliable responses
characterised by rich
media experience.
Social
is seamlessly
integrated into all
customer
communication
opportunities including
fast activation of new
channels.
Proactive
identification of
customer care issues
in social. Engage with
consumers before a
problem arises.
Social
customer care is
used to build
relationships with
customers and pros-
pects. Client information
is integrated into
cross-organization
data streams.
Quality of
social care is a
brand differentiator
and a key purchase
decision factor by
consumers.
FORMALISED
MATURE
SEAMLESS
AMAZING
Internal
characteristics
7Social Customer Service
FRAMEWORK

SOCIAL
CUSTOMER

CARE
COORDINATION
CONTENT
COST EFFICIENCY
We have developed the
following framework as a guide
to developing a Social Care
Program. As every brand as
unique as its consumers, how
you incorporate these platforms
into your brand’s customer
service strategy will depend on
the customer experience that is
most relevant to your
consumers.
8
CHANNELS
1
2
3
4
5
CULTURE
Social Customer Service
9
APPROACH
ASK THE RIGHT QUESTIONS
AND YOU’LL BUILD THE
RIGHT STRATEGY
CULTURE
How important is social
customer care
excellence to the
business? What level of
investment is dedicated
to social customer care?
Is it a strategic priority?
Do any social customer
care metrics form
business KPIs?
COORDINATION
Is there a robust
governance
infrastructure in place
for managing processes
and collaboration,
supported by best-in-
class tools and
technology?
CHANNELS
Can customers resolve
issues in-channel across
core and ‘new’ channels
(e.g. Facebook
Messenger, WhatsApp) in
a seamless manner?
CONTENT
Are queries resolved
using relevant,
engaging, up to date
content that is
proactively created
based on changing
customer needs?
COST EFFICIENCY
Are social customer care
metrics being used to
measure impact on
traditional customer
service workload (call
center, help desks) and
response times? How
much time and money is
being saved? What is the
ROI of a more positive
Brand Advocacy Score?
1
2 3 4
5
Social Customer Service
The Social
Care 5C
Framework
This framework reflects our human-
centered vision of Digital Transformation,
in which in order to provide a 360
Customer Experience, the employee
journey is fundamental to constructing
a lasting relationship with consumers.
Culture and Coordination are factors that
will determine which Channels and
Content are to be developed. After all, if
an employee is not willing to purchase
your product or service on a personal
level, how can you expect them to
convince potential consumers to do so?
By integrating social customer service
data into strategic dashboards, brands
will be able to track the direct impact of
these new dimensions on Cost
Efficiency. The more obvious benefits
are related to workflow savings and
customer satisfaction, however
depending on the depth of the program,
Social Customer Care will contribute to
higher brand value, brand advocacy
and ultimately, sales.
10Social Customer Service
The key dimensions of measuring Social
Customer Care Excellence has a direct
impact on the following strategic
objectives.
1. Customer experience across all
channels and touch points.
2. Revenue and Profitability.
3. Consumer discovery and deeper
customer relationships.
4. Innovation and Differentiation.
Effective social care tactics generate
brand power, high net promoter scores
and sales traction for the most
innovative companies (KLM, Warby
Parker, Whole Foods, Toyota, Spotify,
Starbucks, etc.). It also has enables
companies to improve cost of
acquisition, conversions and revenue.
With algorithms and advanced data
sets, companies are finally
understanding the relationship between
the value proposition of digitization
across the consumer’s decision journey,
technology and consumer behavior.
Innovation always pays off when
brands are coherent and smart in their
social care operations.
In 2018, developing a Social Care
Strategy is indispensable for game
changing companies looking for new
ways to differentiate their value
proposition and generate a connected
brand powered by its consumers.
THE ROI
OF
CARING
11
Companies with Social CRM
leading practices must
measure and optimize their
customer care strategies
based on a real time
scorecard with ROI
indicators. The Indicators
must encompass customer
experience, brand
advocacy and financial
dimensions.
Social Customer Service
Effective Social Care strategies must
be consumer centric and deliver real
value in innovative ways.
This scorecard is mean to
accompany the framework to serve
as a starting point to measure the
financial impact of the strategy
and help optimize the strategy over
time as you eliminate friction along
the consumer journey.
12
THE EVOLUTION
OF SOCIAL
CUSTOMER
CARE CUSTOMER
SATISFACTION
ENGAGEMENT
BRAND
SENTIMENT
SHARE OF VOICE
RESOLVED CASES
COST OF
ACQUISITION
BRAND POWER P2P REACH
PERCEIVED CARE
VALUE
CONVERSION
RATES
USER GENERATED
CONTENT
P2P IMPACT
CUSTOMER CARE
EFFICIENCY
NET PROMOTER
SCORE
INNOVATION
PIPELINE
LIVE TIME VALUE
Social Customer Service
13
As companies begin to accept
social customer care as a part of
an overarching customer
experience strategy it is clear that a
more integrated approach is
necessary in order for these
programs to reach their full
potential.
We will take an in depth look at how
3 clients in different sectors
(automotive, home furnishing and
beauty), are building their social
customer care strategy. At the
beginning of our collaboration with
each brand we were challenged to
help the client evolve from a
reactive to a proactive approach
to customer service in which social
media gave rise to a new
perspective on the Brand-
Consumer dynamic.
CASE
STUDIES
Social Customer Service
While the cases we will analyze belong to diverse industries, they
started at a similar point and share a common commitment to
being customer-centric. They began a reactive approach to social
care, characterized by:
• Emphasis on phone / email channels; responding only when
contacted
• Lack of or inconsistent follow up to queries; common among
companies that are trepidatious about engaging on social.
• Content which is product focused rather than question focused
• Lack of clear protocol
• On/Off service channels not integrated, at both tactical and
strategic levels
• Social care not included in business objectives, and an overall
lack of strategy surrounding the social customer relationship.
14
Our approach
We brought different teams to the
table to gain a clear understanding
of how they currently managed their
customer relationships as well as
obtain insights on what motivates
and characterizes their respective
social communities.
The result is a tailored approach to
customer service management
which continues to evolve alongside
the ability to integrate social data
into core data streams across the
organization.
PEOPLE FIRST AS A
STRATEGIC INITIATIVE
Social Customer Service
15Social Customer Care
Driving customer excellence thanks
to an integrated social strategy
Photo credit: toyota.com
Integrated
processes
for a 360º
service
Customer Support has long been one of
Toyota’s strategic pillars, predating their
social media strategy. In 2012 they were
challenged to extend their vision of
customer care to their new social media
strategy.
The launch of social media was an
opportunity for Toyota Spain to:
• Increase communication effectiveness
• Improve customer and prospect service
• Start proactive conversations with the
digital community
• Detect new business opportunities
• Decrease response time
16
Departments
involved
- Customer Excellence
- Customer Relationships
- Digital Marketing
Key Metrics - 1st response time ON/OFF
- Case type
- User satisfaction
- Sentiment
- Platform
Benefits - Increased internal efficiency
- Reduced Customer Service
Workload
- Enriched customer
knowledge
Case study I Toyota
Using social to
provide the best
customer service
and complete the
user experience.
Social Service Strategy Snapshot
Social Customer Service
Challenges
and
approach
Previously customer care was managed primarily by
the Customer Relationships department, so one of the
big challenges Good Rebels faced when designing the
program was to understand how to integrate the
various departments as well as how to generate
content to help address frequent questions raised
by the community in a proactive fashion.
The cornerstone of the strategy was to establish internal
alignment across the organization. While led by the
Customer Relationships and Customer Excellence
Departments, the whole company is involved when it
comes to providing customer solutions. Responses must
be given in real time, and this implies coordination
among all agents through an agile process.
17
Case study I Toyota
“We are faster than ever in being
able to categorize, interpret and
coordinate responses to consumers.
This has been made possible by a
high level of coordination and more
sophisticated integration of social
data with other customer databases.
As a result, we directly manage 20%
of all cases, this not only has had a
direct impact on internal efficiency,
we have seen a really positive
reaction from the community as
positive sentiment has increased
greatly. This is absolutely a key piece
in the Customer Excellence Strategy.” 

Raúl del Cuadro
Digital Strategist, Good Rebels
Analyze
Current
protocols
Design
Scenarios
and funnel
Implement
New
workflows &
protocol
Measure
Results
Social Customer Service
Transversal
coordination
Social measurement played a big role. By centralizing the
conversations we were able to create uniform metrics
that were shared across the organization, and which later
were included in key strategic digital dashboards.
The reporting structure includes both a monthly and
quarterly reports which combine social metrics and
direct customer feedback. This information is then used
by Toyota and Good Rebels to re-evaluate changes in
protocols, modify FAQs and develop new content.
Taxonomy was a critical factor in designing
protocols and aligning teams. It was important to
document and validate the language used among the
different areas in order to create new efficiencies in
both attending to clients and measuring customer
interactions. As the protocol has evolved having an
aligned taxonomy has allowed us to update the digital
dashboard quickly.
18
Case study I Toyota
75% of social customer service
cases are managed directly by
the social media team. This is
made possible by continually
updated FAQs and collaboration
with the Customer Service area
which intervenes when client data
is involved.
of all Customer
Service cases are
managed in social20%
As we have
mentioned, internal
alignment was
crucial In order for
the social customer
care protocol to be
successful, but how
was this achieved?
Social Customer Service
Driving
Customer
Excellence
Intelligence based protocols
The need to create a unified understanding of digital
communications with consumers has led Toyota to
centralize the Customer Relationship Management
in one tool to be accessed by all areas. The
database of client interactions that has been
developed over the past five years has allowed the
social team create content that anticipates
recurring queries and to reduce the workload of the
Customer Relations department.
19
Case study I Toyota
Real time benefits
One of the greatest values that the social media
strategy has brought to the Customer Excellence
Department is to start a new dialog across the
company to communicate and share customer data in
a way that makes it possible to provide personalized
service in real time. In addition to reducing response
times, reducing risks in service gaps, these new
procedures supported by dynamic content have also
led to an increase in customer satisfaction levels.
Each interaction or case
was categorized according
to the type of consumer
and its strategic relevance
to the company.
PRODUCT
Information about
products and suggestions.
AFTERSALES
Information and doubts
about after sales services
or car specifications.
BREAKDOWN
Incidences with vehicles
of current consumers.
EMPLOYMENT
Users ask for employment.
PARTNERSHIP
Advertising and parnership
matters.
OTHER
General suggestions about
brand, digital or PR matters, etc.
CR
CR Brand
TYPES OF CASE
ClientProspect
Social Customer Service
Interview
with...
Why is social customer care
important to your business?
Our goal is to achieve customer
satisfaction. Our communication
channels have to satisfy consumer
expectations and improve premium
brand consideration. How can we
achieve this? By providing an
excellent user experience and
satisfying users’ needs.
Social is one of the key points of
contact with our clients and also the
perfect opportunity to create
relationships with new customers
as well as establishing Toyota as a
meaningful social brand. Cases
from social are increasing every
year, for example, this year we
duplicated number of cases being
between 20% - 25% of global cases
attended in social.
With regards to customer service, how
are your customers' needs changing?
It’s clear that consumers are now
digital; they expect to find answers
quickly and expect brands to be there
to satisfy their needs on time. That’s why
we have extended social customer care
hours to weekdays 9am - 10pm. We aim
to reply to all clients in less than 25
minutes during this schedule.
Social media allows us to engage in 1 to 1
conversations; this means that we have
had to adapt our tone of voice.
Customers need to feel close to brands,
to feel understood. We’ve had to
establish new social customer service
protocols to make this possible. Today’s
consumer is also more self sufficient, so
this means that we are constantly
updating our FAQs document both
internally and in our digital channels. All of
this continual improvement is possible
because of the fluent communication
between the brand and the client.
What's next for social customer care?
How do you see this evolving in future?

We continue improving our strategy and
protocols all time to be adapted to
customer needs and technology.
Currently, we are working on integrating
social customer care in our CRM in
order to have all cases directly crossed
with our system. This will allow us to be
more effective while at the same time
provide us with a better knowledge of
our clients. Of course, simplifying
process between departments make
our time response decrease.
Also we are continually analyzing new
ways to communicate with customers.
One of the technologies we are
investigating about is artificial
intelligence. We know that AI is being
implemented in many markets and
areas. We are looking for the ways to
include it in social customer care. It will
take time to design the right
communication flows and personalized
messages, but we feel that including AI
will have a big impact on improving
our efficiency and ultimately being
able to increase customer satisfaction.
This is part of our strategic roadmap.
20
Case study I Toyota
Rebeca Guillén
Content & Social Media
Senior Manager Toyota
Spain
Social Customer Service
21
CULTURE
As Social is part of the
company’s Customer
Excellence Department, it
reflects Toyota’s
commitment to creating
a multi-channel service
approach, directly tied to
a primary strategic
initiative. Additionally,
social customer care
metrics are included in
business KPIs.
COORDINATION
Coordination is
facilitated by a shared
database, a CRM
software that integrates
social channels, and a
shared taxonomy for
processing
conversations. The
social team works
directly with the
Customer Relations
Department to resolve
client cases.
CHANNELS
Toyota is always looking
for new ways to provide
the best customer service,
this includes creating
digital brand identities in
new channels. 75% of
cases are managed
directly by the Social
Customer Care team,
reflecting the high level of
coordination with the
Customer Relationships
team.
CONTENT
At monthly reviews, the
FAQs database is
regularly updated and
key client cases are
discussed so that they
can be included in the
social media editorial
plan to anticipate
consumer concerns.
COST EFFICIENCY
The autonomy of the
social media team in
responding to
customer cases has
led to a reduction in
the customer service
workload. At the same
time positive brand
sentiment has
increased, raising the
brand value.
1
2 3 4 5
The 5Cs framework in action
Social Customer Service
22
Empowering teams to build a more
human brand experience
Photo credit: IKEA.com
IKEA
empowered
their teams
to
humanize
the brand
experience
Leveraging digital strategy to become a
service love brand.
At IKEA, the digital strategy is closely tied to
business needs; digital relevance was key
to the brand’s strategic vision.
Good Rebels first began to work with IKEA on
their social media strategy in 2015. Our
proximity to their consumers through digital
community management allowed us to
detect an important opportunity for IKEA to
build its brand experience by integrating
customer service into its social media
strategy – or as it turned out, vice- versa.
Incorporating the Customer Service Area
became crucial to the overall digital
strategy as the brand’s objectives
themselves became more transversal to
the organization’s vision and purpose.
23
Departments
involved
- Marketing: store
coordination, product
communication
- Corporate: oversees
corporate message and
alignment with IKEA goals
- Customer Service: case
resolution coordination
Key Metrics - Volume
- Case type
- Topic frequency
- Sentiment
- Platform
- Channel type
- Average response time
- Customer satisfaction
-
Benefits - Internal alignment
- Motivation
- Increased positive sentiment
Case study I IKEA
Social Service Strategy Snapshot
Social Customer Service
A new vision
for social
service that
turns queries
into valuable
business
insights
Like many companies, IKEA used to have a reactive
approach to customer care. Most Customer Service
departments are not usually connected to the social
team, and Our objective was to transform this by:
• Unifying Customer Care tone and style with the
social brand identity
• Defining service protocol and workflows
• Optimizing time and efforts on shared platforms
• Leveraging social formats and innovation
• Defining specific social care goals and objectives
It was our goal to help IKEA see how an area such as
Customer Service could take advantage of social and
digital spaces to go beyond reducing response time to
help achieve more ambitious business goals. Our
strategy was constructed on the premise that by an
integrated strategy would also generate interest in
Home Furnishing, create Brand through the product,
drive web traffic, and showcase IKEA as a Best Place to
Work.
24
Case study I IKEA
“We felt strongly that integrating
customer care into the social
strategy alongside Marketing or
Corporate would help them
understand how important they
could be in order to solve
transversal objectives such as
brand positioning and awareness.
It was also important to make
sure that we supported this effort
by helping the teams develop new
skills and capacities.”

Joel Calafell
Digital Strategist, Good Rebels
Social Customer Service
The DIY
approach
(with a
dynamic
manual, of
course)
We first started by trying to optimize the
existing system, then we realized that best way
to create an amazing social brand experience,
was to get the IKEA team involved; as experts
they would always do a better and faster job
when it came to understanding their people,
brand and products.
The program we created involved a specific
platform to help train the team. Web,
technology, data, content and creativity all
contributed to this approach by creating
synergies not only between areas but also with
clients. Our goal was to provide fast and
reliable information through creative answers
using smart and innovative tools and services.
Conclusion:
Training clients is really the way to go!
25
Case study I IKEA
Social Media Sensitivity and Training:
we helped identify and train a specific
Social Customer team in Social Media
Guided Practice: Good Rebels oversaw
the first steps. They were already
excellent at customer care, we just had
to make sure they knew how to do it on
social!
Optimize Time and Resources:
Managing internal resources led to
better results.
Create great communication: the
creative department worked with
insights to develop relevant messages
to teach customers to do things in
advance.
Make the IKEA team more visible: we
showcased the team on IKEAs digital
platforms so that the community always
knows the person behind the brand.
1
Instructions for social care
2
3
4
5
Social Customer Service
Measuring
time and
resources to
create a
bright future
for social
care
Now that the team has the skills and
experience to provide the best social
service possible, a new all-in-one tool will
be implemented to help management be
as efficient as possible.
Next steps:
• Maximize audience knowledgde by
integrating social care activity in one
platform with sales and CRM channels
• Automate replies and workflows
• Predict common queries by using big
data
• Integrate real time dashboards with
relevant indicators.
26
Case study I IKEA
How do we measure performance? We
currently analyze queries by volume, category,
area, sentiment and channel. These are then
tied to more tactical goals such as reducing
the number of requests, replicated queries and
average response time.
Social Customer Service
Benefits of a
consistent
tone and
style beyond
advertising
to customer
service
27
Case study I IKEA
When we started the social customer care
program in 2015, 99% of Customer Care was
managed by traditional channels such as phone,
email or in person. By 2017, 4.67% of Customer
support was managed through social media.
The team has grown by 78% in two years, from
90 to 160 hours of service a month.
The team is working together, and motivation
has increased in the department. For the first
time positive social sentiment towards IKEA’s
Social Customer Care has risen. IKEA has always
been a love brand for its great communication
style, and now this recognition has extended to
its customer care team. Some of the clever
answers on social media have become viral,
getting as much press as the SLACK table.
IKEA’s social customer support team
has been named one of the top
customer support channels 2
consecutive years, improving its
ranking each year from 6.88 to 8.88
points (scale of 10).
These awards are given in function of:
response time, quality of answers
(tone, formats, personalization,
functionality, accessibility, creativity).
Source:: http://www.lideresenservicio.com/
ganadores-2017/sta.
2017 2018Customer
Service Award
Social Customer Service
Interview
with...
Why is social customer care
important to your business?
IKEA’s Customer Care is the paradigm
of our loyalty efforts. For us, caring for
our customers comes precisely at
the moment in which they decide to
make us part of their homes. For this
reason, we believe that the way we
are engage, help and support them
during the entire acquisition process is
what will be at the top of their minds
when thinking about IKEA.
In our Social Media strategy, we are
currently evolving Customer Service
not only give specific service to clients,
but also to care for and make all fans feel
special. Customization, personalization,
personal follow-up and constant support
given to each query in every digital
platform, will make all the difference.
To be able to guarantee all those efforts
and, in order to get constant results we
think two main factors are responsible:
24/7 availability during all the year, and
having a constant communication across
all departments (Marketing, Corporate
and Customer Service) along with our
digital agency: Good Rebels. Of course,
the key to all success is investing in
people who really make this possible.
In short, customer experience is one of the
pillars of a strategy that is focused on
really knowing consumers and people all
around us, trying to be relevant for them
through every connection with the brand,
and to also collect relevant insights that
will allow us to develop new experiences
to really answer their needs; either at this
moment or in the future.
28
Case study I IKEA
Ana Bordonaba
Social Media Specialist in
the Customer Service
Area
Conoce al equipo de Redes Sociales
de IKEA España
Detrás de una gran respuesta siempre hay
una gran persona (o muchas). Trabajamos
para resolver todas sus dudas en redes
sociales. ¡Pregúntanos!
Social Customer Service
Interview
with...
With regards to customer service,
how are your customers' needs
changing?
IKEA is going through a digital
transformation process in which
multichannel experience and being
customer-centered are really
changing the rules.
Nowadays, social listening and social
customer tools are helping us
understand our clients and their
needs better than ever. For instance:
figuring out the best possible answers
with predictive analytics, creating
synergies across online and offline,
tracking post-purchase service…
Mostly, people are changing their day
to day habits, which is one reason to
get closer to them through full
assistance whenever and wherever
they want. This also implies that our
physical stores have to join the
effort as they are still the primary
point of contact with the IKEA brand.
Year after year, client contacts grow
exponentially, challenging us to keep
improving every day. But social customer
care seems to be well accepted and
expected now, and at the same time it
fuels our understanding and
knowledge of what really matters to
them.
What's next for social customer
care? How do you see this evolving
in future?
Social Media is now one of the most
powerful point of contacts a brand can
have to optimize its client relationship.
A high volume of cases are currently
focused on near-purchase or during
purchase, so we have clear
opportunities to demonstrate our value
for IKEA as a whole.
In order to take on this new strategic
paradigm, we have decided to invest in
new solutions, platforms and
technologies that can help us integrate,
analyze and manage all the customer
care information in one space. This
might suppose also working closer to
CRM synergies, optimizing and offering
as much value as possible to all our
clients in every step of the customer
journey - building on a 360º vision.
The way we see it, the future of
Customer Care is totally linked to
enabling a ‘Single View of the
Customer’, knowing each client 100%
individually by connecting data on each
brand contact. But most of the time,
brands are still missing some piece of
the puzzle…
Our main strategic goal is to be the
world leaders of Home Furnishing. Our
ambition: to make IKEA one of the
most loved and trusted brands. We
want to be perceived as unique and
relevant. And, in order to achieve that
knowledge and customer care are
really they keys to success.
29
Case study I IKEA
Ana Bordonaba
Social Media Specialist in
the Customer Service
Area
Social Customer Service
30
CULTURE
One of the greatest
things we’ve found
about working with
IKEA is that all
departments get
involved when needed.
Transparency is very
important at IKEA; this
is tied to strategic
goals of being a Best
Place to Work.
COORDINATION
While initially social was
not on the radar for the
Customer Service team,
this strategy has created
new synergies within the
organization. Training was
the cornerstone of the
Social Customer Care
program we designed.
Once we recognized the
importance of having the
service provided from the
internal teams, we built a
program to help them
take their already
reknown offline skills to
the digital context.
CHANNELS
As digital has become an
integral part of the
business strategy, KPIs
from the new social
channels have been
included in the general
strategic dashboard,
including social customer
service metrics. IKEA is
dedicated to creating a
strong digital identity in
the channels most
relevant to its consumers.
CONTENT
This new integrated
structure allows the
social media team to
incorporate insights
from Customer Service
team into the editorial
plan, but also to create
real time content to
respond to relevant
cases. Creativity, data
and technology
innovation are all
present in every
publication.
COST EFFICIENCY
The IKEA social
customer care team
has grown as a direct
response to their
effectiveness and
efficiency in reducing
the workload of both
the call center and the
customer service desks
in store. The awards
the team has achieved
not only recognizes
their skills, but also the
increased brand value
because of this
enhanced experience.
1
2 3 4 5
The 5Cs framework in action
Social Customer Service
31
Sharing product expertise to help
you take better care of your skin
Photo credit: La Roche-Posay
Service as
a means to
position as
product
experts
At L’Oréal, Customer Service has always
been a key part of the overall strategy of
the Active Cosmetics Division (DAC), so a
clear methodology was needed to
integrate social.
We work with the skincare brands La Roche
Posay and Vichy in México. Before
implementing the social customer care
program, one of our key goals was to
position the social care as an extension
of the in store experience, where clients
are attended to by professionals with the
same objective: quality care of skin.
To do this we had to refocus customer
service to:
• Provide ongoing, personalized attention
• Follow up on community inquiries
• Focus on resolving questions
32
Departments
involved
- Marketing
- Communication
- Call Center
- Good Rebels
Key Metrics - Message Volume

(organic vs. paid)
- Comments
- Topics
- Sources
- Customer Journey
Benefits - Increased positive sentiment
- Increased brand
engagement
Case study I L’Oréal
Social Service Strategy Snapshot
Social Customer Service
Formula for
customer
satisfaction:
people in the
center
Our approach to integrating social into the
Customer Service strategy centered around
empathy; understanding consumers’ concerns
or doubts, and personalizing our response.
In collaboration with the Contact center and e-
reputation area we designed a traffic light
system to integrate the crisis management
procedures and help organize the workflow,
organizing service based on product, experience
and crisis/reputation management.
Even though social media is an informal space,
we have decided to use a respectful, cordial and
friendly tone. Above all, we want our clients to
understand that the service team was composed
of skincare professionals who were available to
answer their questions.
33
Case study I L’Oréal
AGENCY TEAM
• Queries and comments
related to product
application and
promotions
• Frequently asked
questions, controlled risk
• Managed directly by social
media and PR team
BRAND TEAM
• Queries and comments
related to product
incidents
• Consumer complaints
• Require technical support
REPUTATION TEAM
• Queries and comments
related to brand crisis
and reputation.
• Attacks on the brand
• Requires special response
team
Social Customer System
Social Customer Service
Clear roles
make for clear
skin care
customer
service
Each department had a specific role to play in
servicing the community:
• Marketing is the area that helps coordinate
responses related to product information or
promotions and prices.
• Communication (e-reputation) is responsible for
reputation related interactions.
• Call center will notified in the case of allergic
reactions or situations that require immediate
attention, and follow up will be managed through
social channels
• Good rebels (Agency) the team has been trained
on the brand and products, and maintains constant
communication with marketing to resolve questions
and coordinate with the other areas.
34
“Our main objective is to put
people in the center, therefore our
whole relationship with the
community is based on generating
empathy; taking care of the health
of your skin as if it were ours.”

Daniela Ferrer
Director, Good Rebels Mexico
Case study I L’Oréal
Social Customer Service
Case study I L’Oréal
Challenges
& benefits
35
Redesigning the social customer service
program had 2 main challenges: Product
knowledge and response time.
The social media team needed to be
knowledgeable about the products in
order to understand how to scale or
manage each conversation. This required
constant communication with the
respective departments in order to provide
timely responses.
The stoplight system has been very
effective in helping organize interactions on
a daily basis. We have noticed an increase
in positive sentiment and increased
engagement as we work to build the direct
relationship with the online community
through personalized attention.
We categorize interactions on a daily basis
and update the monthly report with key
insights from these conversations.
Social Customer Service
Interview
with...
Why is social customer care
important to your business?
Because it reflects the interest and
the proximity that we as a brand
have with our customers or
potential customers, offering a
personalized service beyond the
product itself. For Vichy, it’s a highly
relevant point to build a better
Brand-Consumer relationship and
to develop first-hand knowledge of
their needs questions or comments.
With regards to customer service,
how are your customers' needs
changing?
Consumers are more informed
and more demanding which is
very good and makes the brand-
consumer relationship more lively,
more dynamic. Consumers
nowadays look beyond what a
product offers them and make it
notice to brands, customer care
service helps us to better understand
this relationship.
What's next for social customer care?
How do you see this evolving in
future?
The next step I imagine it will be
something even more personalized
and immediate. Customers will be able
to solve a question on a product or a
topic first hand with the brand and
immediately. In the future I imagine
more points of contact with the
consumer in a very friendly way
without complications in the
platforms that the consumer uses in
his day to day, that is to say, through
a Chat in Whatsapp or WeChat for
example.
36
Alma Elizalde
Marketing Director,
Vichy Mexico
Case study I L’Oréal
Social Customer Service
37
CULTURE
Customer Service has
always been part of the
global strategy for the
Active Cosmetics
Division. This
commitment can be
seen in the resourced
dedicated to training
teams and the
autonomy that teams
have in coordinating
responses.
COORDINATION
With clearly defined roles
and a methodology that
was designed in
collaboration with the
related areas, it was easy
to facilitate onboarding of
key teams. Social
Customer Service is
viewed as a shared
responsibility across
various departments. The
focus on positioning the
brand as skin experts has
resulted in significant
dedication to training
external teams in product
and brand knowledge to
make coordination more
efficient.
CHANNELS
The stoplight system
allows cases to be
resolved across channels,
diverting cases to other
channels for direct
resolution when
necessary and following
up in the original channel
to preserve the
conversation where
clients have first
interacted.
CONTENT
The system used
allows for a high level
of personalization. Skin
care is highly personal,
so it is important that
content answers
frequent, generalized
queries, but the key
element to the content
strategy is being able
to provide timely
responses.
COST EFFICIENCY
The positive reaction
from the community
has not only led to an
increase in brand
perception, but has
also led to increased
sales. The higher
engagement rates
have helped reduce
call center demand.
1
2 3 4 5
The 5Cs framework in action
Social Customer Service
38
While each of the companies
profiled have come up with a
distinct way to approach to social
customer service, according to their
brand culture and identity there are
three things they all share:
• They are people-centric.
• Social Media is seen as an
integral part of the customer
experience.
• Internal alignment and
coordination are vital to
converting social into a driver in
achieving key business goals.
When executed correctly, a
social customer service
program will help a brand’s
positioning, elevating brand
perception and supporting the
brand’s digital identity in a way
that reflects the interests of its
online community.
3 DIFFERENT
SCENARIOS
1 COMMITMENT:
CUSTOMER
EXCELLENCE
Social Customer Service
39
As brands continue to learn how
to interact with their consumers in
digital spaces, we remind you that
digital innovation is only as
effective as its ability to satisfy
people’s needs.
Consumers quickly adopt new
habits as their favorite apps
incorporate new functionalities
that facilitate communication,
sharing and creation. They are
conscious of their role in
influencing a brand’s perceived
value and expect brands to
participate actively in this new
dynamic.
This autonomy has come as a
double edged sword for brands
who have greater insight than
ever into what their customers
think. As we have seen in the
cases presented, ensuring
internal alignment and
multichannel integration will be
the cornerstone for creating the
elusive omnichannel experience.
Integrating social media in the
customer service program is more
than adding another channel to
save costs, it is a statement of
intent by brands who are
committed to providing superior a
customer experience. In other
words, such service strategies must
be on the executive agenda in
order to preserve a brand’s value.
IN
CONCLUSION
Social Customer Service
40
Thank you
Toyota, IKEA, L’Oréal México, with special gratitude to
Alma Elizalde, Ana Bordonaba and Rebeca Guillén
for their time and contribution.
Reach out
We’d love to speak to you about your social
customer service concerns.
Amelia Hernández
Julio Fernández-Sanguino
Kevin Sigliano
Sources
• Interviews with members of the Toyota, L’Oréal
Mexico, Vichy Mexico, IKEA Spain teams
• Proprietary research on Global Web Index
• The Rise of Social Customer Care
• Conversocial Customer Service Research
• Social media today
• Microsoft Dynamics 365 State of Customer Service
• Customer Service Awards 2017 and 2018
• Harvard Business Review
• Social Media Marketing World 2017
Social Customer Service
41
We are Good Rebels
We create experiences at the
intersection of people, brands and
technology.
Our purpose is to improve the
companies relationships with their
clients, their employees and society as a
whole. We inspire organizations to focus
on people, boosting the short-term
results, while we enable them for
tomorrow’s disruptive scenarios.
We believe the most solid organisations
are those focused on people. Those who
work their human relationships as an
intrinsic part of the business. Those
which respond to the demands of
different social actors so as to generate
value and transcendence.
We are powered by 130 Rebels working
from 6 offices in the UK, Europe and Latin
America. Our work currently spans over
30 clients, across 9 countries and in 15
languages.
#REBELTHINKING
Social Customer Service
rebelthinking@goodrebels.com
goodrebels.com • @GoodRebels
Barcelona • Bogotá • Brighton • Ciudad de México • Madrid
A world powered by people

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Social Customer Service

  • 1. SOCIAL CUSTOMER SERVICEBuilding a consumer excellence strategy: 
 case studies and practical framework
  • 2. 2Social Customer Service Brands have already accepted social into their marketing mix. However, most companies are still in the initial stages of integrating social into the customer experience. In our efforts to help companies become more Human-Centered, we work to develop integrated digital strategies where people come first at every stage of their customer relationship. As ubiquitous as Social Media has become for branding purposes, there is still some room for improvement when it comes to integrating digital customer service across the organization. This is why we at Good Rebels have decided that it was time to share some of the best practices from three clients who are pioneers in Social Customer Service: Toyota, IKEA and Vichy (L’Oréal Group). A WORLD POWERED BY PEOPLE
  • 3. 3 In our recent study on Messaging Apps, we analyzed the presence of brands in what was previously considered a highly personal space and how this has led to new possibilities in developing customer relationships. When constructing the brand experience, companies that do not integrate customer service in their digital strategies are guaranteed to lag behind their peers. According to Harvard Business Review, reducing customer effort is the #1 factor in customer loyalty. Incorporating social media channels in the relationship makes it possible to reach more people more quickly and more effectively. In fact, a speedy resolution will increase advocacy by 25%. A LITTLE BIT OF CONTEXT Which is your preferred channel
 for customer care? Social Media34.5% 24.7% 19.4% 16.1% Live chat Email Phone The Rise of Social Media Customer Care | webistebuilder.org.uk Social Customer Service
  • 4. 4 When we analyze online consumer behavior, interacting with brands is second only to personal connections. Brands are more relevant than celebrities when it comes to the social media feed. Given the decreased attention span (8 seconds) and the ubiquity of digital channels, the imperative to be meaningful is greater than ever. Who do you follow on social media? Top 10 social media profiles followed Which of the following actions have you done in social media in the past month? Beyond interacting with content (likes, shares, views, posts), consumers are aware of their impact on a brand’s image and take responsibility when it comes to leaving feedback or expecting quick resolution. Consumers understand their active role in constructing a brand’s identity. In exchange they expect to receive not only personalized content but also personalized attention in real time. 1 People you know in real life 64 % 2 Brands you like 35 % 3 Singers, musicians or bands 34 % 4 News / media organizations 28 % 5 Actors 24 % 6 Contacts relevant to your work 23 % 7 Brands you are thinking of buying something from 21 % 8 Comedians 21 % 9 Bloggers 18 % 10 Sports stars 17 % Left feedback or a review on a brand's website 10 % Asked a question to a brand on a social network 10 % Used a company's live-chat service on a website 8 % Interacted with a brand on a messaging app 6 % Source: Global Web Index Data from Q3 2017, Europe and North America Social Customer Service
  • 5. Traditional customer care Social customer care Specific departments Company-centric process Defined channels Set business hours Transaction Messages are distributed Everyone Customer-centric process Customer-driven dynamic channels Customer set hours Interaction Messages become conversations WHO WHAT WHERE WHEN WHY HOW Digital transformation has permeated all levels of organizations. Customer touch points have become shared across areas, leading to the need for new workflows, tools and resources. In short, effective social customer care has broken out of the silo of the Customer Service Department as all areas impacted by the customer journey become equally responsible for responding to consumer needs. 5Social Customer Service THE EVOLUTION OF SOCIAL CUSTOMER CARE
  • 6. There are two trends that have sprung from this new brand- consumer dynamic: • Consumer proactivity, and • the increasing relevance of content in the consumer experience. Consumers are more informed, more empowered and more independent. To resolve their problems or doubts they are reticent to engage with brands directly through traditional channels such as phone, web formulas, or in-person help desks; making useful content and personalization more relevant than ever. As we’ve outlined, a reactive and siloed approach to customer service will only serve to isolate consumers and make them trust your brand even less. How mature is your customer relationship management? STARTING POINT 6Social Customer Service
  • 7. Where do you stand? What defines a mature social customer care organisation? To a greater extent, it’s the ability to provide a consistent customer experience across channels and the capacity to integrate new data and new tools to facilitate this. Consumer experience Ad hoc customer care provided by social marketing team alongside outbound publishing. Occasional slow responses to customer queries on social with 50%+ going unanswered or unattended. EXPERIMENTAL Social customer care starts to be integrated into core remit of customer service agents. Procedures replicate offline service guidelines. All customer queries responded to by customer service agents but response time service still slow. Attention is reactive, on an as-need basis. Social is a key customer service channel alongside phone, email & chat. Protocol is adapted to social formats. Social is one of the many ways to communicate with the brand; with prompt reliable responses characterised by rich media experience. Social is seamlessly integrated into all customer communication opportunities including fast activation of new channels. Proactive identification of customer care issues in social. Engage with consumers before a problem arises. Social customer care is used to build relationships with customers and pros- pects. Client information is integrated into cross-organization data streams. Quality of social care is a brand differentiator and a key purchase decision factor by consumers. FORMALISED MATURE SEAMLESS AMAZING Internal characteristics 7Social Customer Service
  • 8. FRAMEWORK
 SOCIAL CUSTOMER
 CARE COORDINATION CONTENT COST EFFICIENCY We have developed the following framework as a guide to developing a Social Care Program. As every brand as unique as its consumers, how you incorporate these platforms into your brand’s customer service strategy will depend on the customer experience that is most relevant to your consumers. 8 CHANNELS 1 2 3 4 5 CULTURE Social Customer Service
  • 9. 9 APPROACH ASK THE RIGHT QUESTIONS AND YOU’LL BUILD THE RIGHT STRATEGY CULTURE How important is social customer care excellence to the business? What level of investment is dedicated to social customer care? Is it a strategic priority? Do any social customer care metrics form business KPIs? COORDINATION Is there a robust governance infrastructure in place for managing processes and collaboration, supported by best-in- class tools and technology? CHANNELS Can customers resolve issues in-channel across core and ‘new’ channels (e.g. Facebook Messenger, WhatsApp) in a seamless manner? CONTENT Are queries resolved using relevant, engaging, up to date content that is proactively created based on changing customer needs? COST EFFICIENCY Are social customer care metrics being used to measure impact on traditional customer service workload (call center, help desks) and response times? How much time and money is being saved? What is the ROI of a more positive Brand Advocacy Score? 1 2 3 4 5 Social Customer Service
  • 10. The Social Care 5C Framework This framework reflects our human- centered vision of Digital Transformation, in which in order to provide a 360 Customer Experience, the employee journey is fundamental to constructing a lasting relationship with consumers. Culture and Coordination are factors that will determine which Channels and Content are to be developed. After all, if an employee is not willing to purchase your product or service on a personal level, how can you expect them to convince potential consumers to do so? By integrating social customer service data into strategic dashboards, brands will be able to track the direct impact of these new dimensions on Cost Efficiency. The more obvious benefits are related to workflow savings and customer satisfaction, however depending on the depth of the program, Social Customer Care will contribute to higher brand value, brand advocacy and ultimately, sales. 10Social Customer Service
  • 11. The key dimensions of measuring Social Customer Care Excellence has a direct impact on the following strategic objectives. 1. Customer experience across all channels and touch points. 2. Revenue and Profitability. 3. Consumer discovery and deeper customer relationships. 4. Innovation and Differentiation. Effective social care tactics generate brand power, high net promoter scores and sales traction for the most innovative companies (KLM, Warby Parker, Whole Foods, Toyota, Spotify, Starbucks, etc.). It also has enables companies to improve cost of acquisition, conversions and revenue. With algorithms and advanced data sets, companies are finally understanding the relationship between the value proposition of digitization across the consumer’s decision journey, technology and consumer behavior. Innovation always pays off when brands are coherent and smart in their social care operations. In 2018, developing a Social Care Strategy is indispensable for game changing companies looking for new ways to differentiate their value proposition and generate a connected brand powered by its consumers. THE ROI OF CARING 11 Companies with Social CRM leading practices must measure and optimize their customer care strategies based on a real time scorecard with ROI indicators. The Indicators must encompass customer experience, brand advocacy and financial dimensions. Social Customer Service
  • 12. Effective Social Care strategies must be consumer centric and deliver real value in innovative ways. This scorecard is mean to accompany the framework to serve as a starting point to measure the financial impact of the strategy and help optimize the strategy over time as you eliminate friction along the consumer journey. 12 THE EVOLUTION OF SOCIAL CUSTOMER CARE CUSTOMER SATISFACTION ENGAGEMENT BRAND SENTIMENT SHARE OF VOICE RESOLVED CASES COST OF ACQUISITION BRAND POWER P2P REACH PERCEIVED CARE VALUE CONVERSION RATES USER GENERATED CONTENT P2P IMPACT CUSTOMER CARE EFFICIENCY NET PROMOTER SCORE INNOVATION PIPELINE LIVE TIME VALUE Social Customer Service
  • 13. 13 As companies begin to accept social customer care as a part of an overarching customer experience strategy it is clear that a more integrated approach is necessary in order for these programs to reach their full potential. We will take an in depth look at how 3 clients in different sectors (automotive, home furnishing and beauty), are building their social customer care strategy. At the beginning of our collaboration with each brand we were challenged to help the client evolve from a reactive to a proactive approach to customer service in which social media gave rise to a new perspective on the Brand- Consumer dynamic. CASE STUDIES Social Customer Service
  • 14. While the cases we will analyze belong to diverse industries, they started at a similar point and share a common commitment to being customer-centric. They began a reactive approach to social care, characterized by: • Emphasis on phone / email channels; responding only when contacted • Lack of or inconsistent follow up to queries; common among companies that are trepidatious about engaging on social. • Content which is product focused rather than question focused • Lack of clear protocol • On/Off service channels not integrated, at both tactical and strategic levels • Social care not included in business objectives, and an overall lack of strategy surrounding the social customer relationship. 14 Our approach We brought different teams to the table to gain a clear understanding of how they currently managed their customer relationships as well as obtain insights on what motivates and characterizes their respective social communities. The result is a tailored approach to customer service management which continues to evolve alongside the ability to integrate social data into core data streams across the organization. PEOPLE FIRST AS A STRATEGIC INITIATIVE Social Customer Service
  • 15. 15Social Customer Care Driving customer excellence thanks to an integrated social strategy Photo credit: toyota.com
  • 16. Integrated processes for a 360º service Customer Support has long been one of Toyota’s strategic pillars, predating their social media strategy. In 2012 they were challenged to extend their vision of customer care to their new social media strategy. The launch of social media was an opportunity for Toyota Spain to: • Increase communication effectiveness • Improve customer and prospect service • Start proactive conversations with the digital community • Detect new business opportunities • Decrease response time 16 Departments involved - Customer Excellence - Customer Relationships - Digital Marketing Key Metrics - 1st response time ON/OFF - Case type - User satisfaction - Sentiment - Platform Benefits - Increased internal efficiency - Reduced Customer Service Workload - Enriched customer knowledge Case study I Toyota Using social to provide the best customer service and complete the user experience. Social Service Strategy Snapshot Social Customer Service
  • 17. Challenges and approach Previously customer care was managed primarily by the Customer Relationships department, so one of the big challenges Good Rebels faced when designing the program was to understand how to integrate the various departments as well as how to generate content to help address frequent questions raised by the community in a proactive fashion. The cornerstone of the strategy was to establish internal alignment across the organization. While led by the Customer Relationships and Customer Excellence Departments, the whole company is involved when it comes to providing customer solutions. Responses must be given in real time, and this implies coordination among all agents through an agile process. 17 Case study I Toyota “We are faster than ever in being able to categorize, interpret and coordinate responses to consumers. This has been made possible by a high level of coordination and more sophisticated integration of social data with other customer databases. As a result, we directly manage 20% of all cases, this not only has had a direct impact on internal efficiency, we have seen a really positive reaction from the community as positive sentiment has increased greatly. This is absolutely a key piece in the Customer Excellence Strategy.” Raúl del Cuadro Digital Strategist, Good Rebels Analyze Current protocols Design Scenarios and funnel Implement New workflows & protocol Measure Results Social Customer Service
  • 18. Transversal coordination Social measurement played a big role. By centralizing the conversations we were able to create uniform metrics that were shared across the organization, and which later were included in key strategic digital dashboards. The reporting structure includes both a monthly and quarterly reports which combine social metrics and direct customer feedback. This information is then used by Toyota and Good Rebels to re-evaluate changes in protocols, modify FAQs and develop new content. Taxonomy was a critical factor in designing protocols and aligning teams. It was important to document and validate the language used among the different areas in order to create new efficiencies in both attending to clients and measuring customer interactions. As the protocol has evolved having an aligned taxonomy has allowed us to update the digital dashboard quickly. 18 Case study I Toyota 75% of social customer service cases are managed directly by the social media team. This is made possible by continually updated FAQs and collaboration with the Customer Service area which intervenes when client data is involved. of all Customer Service cases are managed in social20% As we have mentioned, internal alignment was crucial In order for the social customer care protocol to be successful, but how was this achieved? Social Customer Service
  • 19. Driving Customer Excellence Intelligence based protocols The need to create a unified understanding of digital communications with consumers has led Toyota to centralize the Customer Relationship Management in one tool to be accessed by all areas. The database of client interactions that has been developed over the past five years has allowed the social team create content that anticipates recurring queries and to reduce the workload of the Customer Relations department. 19 Case study I Toyota Real time benefits One of the greatest values that the social media strategy has brought to the Customer Excellence Department is to start a new dialog across the company to communicate and share customer data in a way that makes it possible to provide personalized service in real time. In addition to reducing response times, reducing risks in service gaps, these new procedures supported by dynamic content have also led to an increase in customer satisfaction levels. Each interaction or case was categorized according to the type of consumer and its strategic relevance to the company. PRODUCT Information about products and suggestions. AFTERSALES Information and doubts about after sales services or car specifications. BREAKDOWN Incidences with vehicles of current consumers. EMPLOYMENT Users ask for employment. PARTNERSHIP Advertising and parnership matters. OTHER General suggestions about brand, digital or PR matters, etc. CR CR Brand TYPES OF CASE ClientProspect Social Customer Service
  • 20. Interview with... Why is social customer care important to your business? Our goal is to achieve customer satisfaction. Our communication channels have to satisfy consumer expectations and improve premium brand consideration. How can we achieve this? By providing an excellent user experience and satisfying users’ needs. Social is one of the key points of contact with our clients and also the perfect opportunity to create relationships with new customers as well as establishing Toyota as a meaningful social brand. Cases from social are increasing every year, for example, this year we duplicated number of cases being between 20% - 25% of global cases attended in social. With regards to customer service, how are your customers' needs changing? It’s clear that consumers are now digital; they expect to find answers quickly and expect brands to be there to satisfy their needs on time. That’s why we have extended social customer care hours to weekdays 9am - 10pm. We aim to reply to all clients in less than 25 minutes during this schedule. Social media allows us to engage in 1 to 1 conversations; this means that we have had to adapt our tone of voice. Customers need to feel close to brands, to feel understood. We’ve had to establish new social customer service protocols to make this possible. Today’s consumer is also more self sufficient, so this means that we are constantly updating our FAQs document both internally and in our digital channels. All of this continual improvement is possible because of the fluent communication between the brand and the client. What's next for social customer care? How do you see this evolving in future?
 We continue improving our strategy and protocols all time to be adapted to customer needs and technology. Currently, we are working on integrating social customer care in our CRM in order to have all cases directly crossed with our system. This will allow us to be more effective while at the same time provide us with a better knowledge of our clients. Of course, simplifying process between departments make our time response decrease. Also we are continually analyzing new ways to communicate with customers. One of the technologies we are investigating about is artificial intelligence. We know that AI is being implemented in many markets and areas. We are looking for the ways to include it in social customer care. It will take time to design the right communication flows and personalized messages, but we feel that including AI will have a big impact on improving our efficiency and ultimately being able to increase customer satisfaction. This is part of our strategic roadmap. 20 Case study I Toyota Rebeca Guillén Content & Social Media Senior Manager Toyota Spain Social Customer Service
  • 21. 21 CULTURE As Social is part of the company’s Customer Excellence Department, it reflects Toyota’s commitment to creating a multi-channel service approach, directly tied to a primary strategic initiative. Additionally, social customer care metrics are included in business KPIs. COORDINATION Coordination is facilitated by a shared database, a CRM software that integrates social channels, and a shared taxonomy for processing conversations. The social team works directly with the Customer Relations Department to resolve client cases. CHANNELS Toyota is always looking for new ways to provide the best customer service, this includes creating digital brand identities in new channels. 75% of cases are managed directly by the Social Customer Care team, reflecting the high level of coordination with the Customer Relationships team. CONTENT At monthly reviews, the FAQs database is regularly updated and key client cases are discussed so that they can be included in the social media editorial plan to anticipate consumer concerns. COST EFFICIENCY The autonomy of the social media team in responding to customer cases has led to a reduction in the customer service workload. At the same time positive brand sentiment has increased, raising the brand value. 1 2 3 4 5 The 5Cs framework in action Social Customer Service
  • 22. 22 Empowering teams to build a more human brand experience Photo credit: IKEA.com
  • 23. IKEA empowered their teams to humanize the brand experience Leveraging digital strategy to become a service love brand. At IKEA, the digital strategy is closely tied to business needs; digital relevance was key to the brand’s strategic vision. Good Rebels first began to work with IKEA on their social media strategy in 2015. Our proximity to their consumers through digital community management allowed us to detect an important opportunity for IKEA to build its brand experience by integrating customer service into its social media strategy – or as it turned out, vice- versa. Incorporating the Customer Service Area became crucial to the overall digital strategy as the brand’s objectives themselves became more transversal to the organization’s vision and purpose. 23 Departments involved - Marketing: store coordination, product communication - Corporate: oversees corporate message and alignment with IKEA goals - Customer Service: case resolution coordination Key Metrics - Volume - Case type - Topic frequency - Sentiment - Platform - Channel type - Average response time - Customer satisfaction - Benefits - Internal alignment - Motivation - Increased positive sentiment Case study I IKEA Social Service Strategy Snapshot Social Customer Service
  • 24. A new vision for social service that turns queries into valuable business insights Like many companies, IKEA used to have a reactive approach to customer care. Most Customer Service departments are not usually connected to the social team, and Our objective was to transform this by: • Unifying Customer Care tone and style with the social brand identity • Defining service protocol and workflows • Optimizing time and efforts on shared platforms • Leveraging social formats and innovation • Defining specific social care goals and objectives It was our goal to help IKEA see how an area such as Customer Service could take advantage of social and digital spaces to go beyond reducing response time to help achieve more ambitious business goals. Our strategy was constructed on the premise that by an integrated strategy would also generate interest in Home Furnishing, create Brand through the product, drive web traffic, and showcase IKEA as a Best Place to Work. 24 Case study I IKEA “We felt strongly that integrating customer care into the social strategy alongside Marketing or Corporate would help them understand how important they could be in order to solve transversal objectives such as brand positioning and awareness. It was also important to make sure that we supported this effort by helping the teams develop new skills and capacities.” Joel Calafell Digital Strategist, Good Rebels Social Customer Service
  • 25. The DIY approach (with a dynamic manual, of course) We first started by trying to optimize the existing system, then we realized that best way to create an amazing social brand experience, was to get the IKEA team involved; as experts they would always do a better and faster job when it came to understanding their people, brand and products. The program we created involved a specific platform to help train the team. Web, technology, data, content and creativity all contributed to this approach by creating synergies not only between areas but also with clients. Our goal was to provide fast and reliable information through creative answers using smart and innovative tools and services. Conclusion: Training clients is really the way to go! 25 Case study I IKEA Social Media Sensitivity and Training: we helped identify and train a specific Social Customer team in Social Media Guided Practice: Good Rebels oversaw the first steps. They were already excellent at customer care, we just had to make sure they knew how to do it on social! Optimize Time and Resources: Managing internal resources led to better results. Create great communication: the creative department worked with insights to develop relevant messages to teach customers to do things in advance. Make the IKEA team more visible: we showcased the team on IKEAs digital platforms so that the community always knows the person behind the brand. 1 Instructions for social care 2 3 4 5 Social Customer Service
  • 26. Measuring time and resources to create a bright future for social care Now that the team has the skills and experience to provide the best social service possible, a new all-in-one tool will be implemented to help management be as efficient as possible. Next steps: • Maximize audience knowledgde by integrating social care activity in one platform with sales and CRM channels • Automate replies and workflows • Predict common queries by using big data • Integrate real time dashboards with relevant indicators. 26 Case study I IKEA How do we measure performance? We currently analyze queries by volume, category, area, sentiment and channel. These are then tied to more tactical goals such as reducing the number of requests, replicated queries and average response time. Social Customer Service
  • 27. Benefits of a consistent tone and style beyond advertising to customer service 27 Case study I IKEA When we started the social customer care program in 2015, 99% of Customer Care was managed by traditional channels such as phone, email or in person. By 2017, 4.67% of Customer support was managed through social media. The team has grown by 78% in two years, from 90 to 160 hours of service a month. The team is working together, and motivation has increased in the department. For the first time positive social sentiment towards IKEA’s Social Customer Care has risen. IKEA has always been a love brand for its great communication style, and now this recognition has extended to its customer care team. Some of the clever answers on social media have become viral, getting as much press as the SLACK table. IKEA’s social customer support team has been named one of the top customer support channels 2 consecutive years, improving its ranking each year from 6.88 to 8.88 points (scale of 10). These awards are given in function of: response time, quality of answers (tone, formats, personalization, functionality, accessibility, creativity). Source:: http://www.lideresenservicio.com/ ganadores-2017/sta. 2017 2018Customer Service Award Social Customer Service
  • 28. Interview with... Why is social customer care important to your business? IKEA’s Customer Care is the paradigm of our loyalty efforts. For us, caring for our customers comes precisely at the moment in which they decide to make us part of their homes. For this reason, we believe that the way we are engage, help and support them during the entire acquisition process is what will be at the top of their minds when thinking about IKEA. In our Social Media strategy, we are currently evolving Customer Service not only give specific service to clients, but also to care for and make all fans feel special. Customization, personalization, personal follow-up and constant support given to each query in every digital platform, will make all the difference. To be able to guarantee all those efforts and, in order to get constant results we think two main factors are responsible: 24/7 availability during all the year, and having a constant communication across all departments (Marketing, Corporate and Customer Service) along with our digital agency: Good Rebels. Of course, the key to all success is investing in people who really make this possible. In short, customer experience is one of the pillars of a strategy that is focused on really knowing consumers and people all around us, trying to be relevant for them through every connection with the brand, and to also collect relevant insights that will allow us to develop new experiences to really answer their needs; either at this moment or in the future. 28 Case study I IKEA Ana Bordonaba Social Media Specialist in the Customer Service Area Conoce al equipo de Redes Sociales de IKEA España Detrás de una gran respuesta siempre hay una gran persona (o muchas). Trabajamos para resolver todas sus dudas en redes sociales. ¡Pregúntanos! Social Customer Service
  • 29. Interview with... With regards to customer service, how are your customers' needs changing? IKEA is going through a digital transformation process in which multichannel experience and being customer-centered are really changing the rules. Nowadays, social listening and social customer tools are helping us understand our clients and their needs better than ever. For instance: figuring out the best possible answers with predictive analytics, creating synergies across online and offline, tracking post-purchase service… Mostly, people are changing their day to day habits, which is one reason to get closer to them through full assistance whenever and wherever they want. This also implies that our physical stores have to join the effort as they are still the primary point of contact with the IKEA brand. Year after year, client contacts grow exponentially, challenging us to keep improving every day. But social customer care seems to be well accepted and expected now, and at the same time it fuels our understanding and knowledge of what really matters to them. What's next for social customer care? How do you see this evolving in future? Social Media is now one of the most powerful point of contacts a brand can have to optimize its client relationship. A high volume of cases are currently focused on near-purchase or during purchase, so we have clear opportunities to demonstrate our value for IKEA as a whole. In order to take on this new strategic paradigm, we have decided to invest in new solutions, platforms and technologies that can help us integrate, analyze and manage all the customer care information in one space. This might suppose also working closer to CRM synergies, optimizing and offering as much value as possible to all our clients in every step of the customer journey - building on a 360º vision. The way we see it, the future of Customer Care is totally linked to enabling a ‘Single View of the Customer’, knowing each client 100% individually by connecting data on each brand contact. But most of the time, brands are still missing some piece of the puzzle… Our main strategic goal is to be the world leaders of Home Furnishing. Our ambition: to make IKEA one of the most loved and trusted brands. We want to be perceived as unique and relevant. And, in order to achieve that knowledge and customer care are really they keys to success. 29 Case study I IKEA Ana Bordonaba Social Media Specialist in the Customer Service Area Social Customer Service
  • 30. 30 CULTURE One of the greatest things we’ve found about working with IKEA is that all departments get involved when needed. Transparency is very important at IKEA; this is tied to strategic goals of being a Best Place to Work. COORDINATION While initially social was not on the radar for the Customer Service team, this strategy has created new synergies within the organization. Training was the cornerstone of the Social Customer Care program we designed. Once we recognized the importance of having the service provided from the internal teams, we built a program to help them take their already reknown offline skills to the digital context. CHANNELS As digital has become an integral part of the business strategy, KPIs from the new social channels have been included in the general strategic dashboard, including social customer service metrics. IKEA is dedicated to creating a strong digital identity in the channels most relevant to its consumers. CONTENT This new integrated structure allows the social media team to incorporate insights from Customer Service team into the editorial plan, but also to create real time content to respond to relevant cases. Creativity, data and technology innovation are all present in every publication. COST EFFICIENCY The IKEA social customer care team has grown as a direct response to their effectiveness and efficiency in reducing the workload of both the call center and the customer service desks in store. The awards the team has achieved not only recognizes their skills, but also the increased brand value because of this enhanced experience. 1 2 3 4 5 The 5Cs framework in action Social Customer Service
  • 31. 31 Sharing product expertise to help you take better care of your skin Photo credit: La Roche-Posay
  • 32. Service as a means to position as product experts At L’Oréal, Customer Service has always been a key part of the overall strategy of the Active Cosmetics Division (DAC), so a clear methodology was needed to integrate social. We work with the skincare brands La Roche Posay and Vichy in México. Before implementing the social customer care program, one of our key goals was to position the social care as an extension of the in store experience, where clients are attended to by professionals with the same objective: quality care of skin. To do this we had to refocus customer service to: • Provide ongoing, personalized attention • Follow up on community inquiries • Focus on resolving questions 32 Departments involved - Marketing - Communication - Call Center - Good Rebels Key Metrics - Message Volume
 (organic vs. paid) - Comments - Topics - Sources - Customer Journey Benefits - Increased positive sentiment - Increased brand engagement Case study I L’Oréal Social Service Strategy Snapshot Social Customer Service
  • 33. Formula for customer satisfaction: people in the center Our approach to integrating social into the Customer Service strategy centered around empathy; understanding consumers’ concerns or doubts, and personalizing our response. In collaboration with the Contact center and e- reputation area we designed a traffic light system to integrate the crisis management procedures and help organize the workflow, organizing service based on product, experience and crisis/reputation management. Even though social media is an informal space, we have decided to use a respectful, cordial and friendly tone. Above all, we want our clients to understand that the service team was composed of skincare professionals who were available to answer their questions. 33 Case study I L’Oréal AGENCY TEAM • Queries and comments related to product application and promotions • Frequently asked questions, controlled risk • Managed directly by social media and PR team BRAND TEAM • Queries and comments related to product incidents • Consumer complaints • Require technical support REPUTATION TEAM • Queries and comments related to brand crisis and reputation. • Attacks on the brand • Requires special response team Social Customer System Social Customer Service
  • 34. Clear roles make for clear skin care customer service Each department had a specific role to play in servicing the community: • Marketing is the area that helps coordinate responses related to product information or promotions and prices. • Communication (e-reputation) is responsible for reputation related interactions. • Call center will notified in the case of allergic reactions or situations that require immediate attention, and follow up will be managed through social channels • Good rebels (Agency) the team has been trained on the brand and products, and maintains constant communication with marketing to resolve questions and coordinate with the other areas. 34 “Our main objective is to put people in the center, therefore our whole relationship with the community is based on generating empathy; taking care of the health of your skin as if it were ours.” Daniela Ferrer Director, Good Rebels Mexico Case study I L’Oréal Social Customer Service
  • 35. Case study I L’Oréal Challenges & benefits 35 Redesigning the social customer service program had 2 main challenges: Product knowledge and response time. The social media team needed to be knowledgeable about the products in order to understand how to scale or manage each conversation. This required constant communication with the respective departments in order to provide timely responses. The stoplight system has been very effective in helping organize interactions on a daily basis. We have noticed an increase in positive sentiment and increased engagement as we work to build the direct relationship with the online community through personalized attention. We categorize interactions on a daily basis and update the monthly report with key insights from these conversations. Social Customer Service
  • 36. Interview with... Why is social customer care important to your business? Because it reflects the interest and the proximity that we as a brand have with our customers or potential customers, offering a personalized service beyond the product itself. For Vichy, it’s a highly relevant point to build a better Brand-Consumer relationship and to develop first-hand knowledge of their needs questions or comments. With regards to customer service, how are your customers' needs changing? Consumers are more informed and more demanding which is very good and makes the brand- consumer relationship more lively, more dynamic. Consumers nowadays look beyond what a product offers them and make it notice to brands, customer care service helps us to better understand this relationship. What's next for social customer care? How do you see this evolving in future? The next step I imagine it will be something even more personalized and immediate. Customers will be able to solve a question on a product or a topic first hand with the brand and immediately. In the future I imagine more points of contact with the consumer in a very friendly way without complications in the platforms that the consumer uses in his day to day, that is to say, through a Chat in Whatsapp or WeChat for example. 36 Alma Elizalde Marketing Director, Vichy Mexico Case study I L’Oréal Social Customer Service
  • 37. 37 CULTURE Customer Service has always been part of the global strategy for the Active Cosmetics Division. This commitment can be seen in the resourced dedicated to training teams and the autonomy that teams have in coordinating responses. COORDINATION With clearly defined roles and a methodology that was designed in collaboration with the related areas, it was easy to facilitate onboarding of key teams. Social Customer Service is viewed as a shared responsibility across various departments. The focus on positioning the brand as skin experts has resulted in significant dedication to training external teams in product and brand knowledge to make coordination more efficient. CHANNELS The stoplight system allows cases to be resolved across channels, diverting cases to other channels for direct resolution when necessary and following up in the original channel to preserve the conversation where clients have first interacted. CONTENT The system used allows for a high level of personalization. Skin care is highly personal, so it is important that content answers frequent, generalized queries, but the key element to the content strategy is being able to provide timely responses. COST EFFICIENCY The positive reaction from the community has not only led to an increase in brand perception, but has also led to increased sales. The higher engagement rates have helped reduce call center demand. 1 2 3 4 5 The 5Cs framework in action Social Customer Service
  • 38. 38 While each of the companies profiled have come up with a distinct way to approach to social customer service, according to their brand culture and identity there are three things they all share: • They are people-centric. • Social Media is seen as an integral part of the customer experience. • Internal alignment and coordination are vital to converting social into a driver in achieving key business goals. When executed correctly, a social customer service program will help a brand’s positioning, elevating brand perception and supporting the brand’s digital identity in a way that reflects the interests of its online community. 3 DIFFERENT SCENARIOS 1 COMMITMENT: CUSTOMER EXCELLENCE Social Customer Service
  • 39. 39 As brands continue to learn how to interact with their consumers in digital spaces, we remind you that digital innovation is only as effective as its ability to satisfy people’s needs. Consumers quickly adopt new habits as their favorite apps incorporate new functionalities that facilitate communication, sharing and creation. They are conscious of their role in influencing a brand’s perceived value and expect brands to participate actively in this new dynamic. This autonomy has come as a double edged sword for brands who have greater insight than ever into what their customers think. As we have seen in the cases presented, ensuring internal alignment and multichannel integration will be the cornerstone for creating the elusive omnichannel experience. Integrating social media in the customer service program is more than adding another channel to save costs, it is a statement of intent by brands who are committed to providing superior a customer experience. In other words, such service strategies must be on the executive agenda in order to preserve a brand’s value. IN CONCLUSION Social Customer Service
  • 40. 40 Thank you Toyota, IKEA, L’Oréal México, with special gratitude to Alma Elizalde, Ana Bordonaba and Rebeca Guillén for their time and contribution. Reach out We’d love to speak to you about your social customer service concerns. Amelia Hernández Julio Fernández-Sanguino Kevin Sigliano Sources • Interviews with members of the Toyota, L’Oréal Mexico, Vichy Mexico, IKEA Spain teams • Proprietary research on Global Web Index • The Rise of Social Customer Care • Conversocial Customer Service Research • Social media today • Microsoft Dynamics 365 State of Customer Service • Customer Service Awards 2017 and 2018 • Harvard Business Review • Social Media Marketing World 2017 Social Customer Service
  • 41. 41 We are Good Rebels We create experiences at the intersection of people, brands and technology. Our purpose is to improve the companies relationships with their clients, their employees and society as a whole. We inspire organizations to focus on people, boosting the short-term results, while we enable them for tomorrow’s disruptive scenarios. We believe the most solid organisations are those focused on people. Those who work their human relationships as an intrinsic part of the business. Those which respond to the demands of different social actors so as to generate value and transcendence. We are powered by 130 Rebels working from 6 offices in the UK, Europe and Latin America. Our work currently spans over 30 clients, across 9 countries and in 15 languages. #REBELTHINKING Social Customer Service rebelthinking@goodrebels.com
  • 42. goodrebels.com • @GoodRebels Barcelona • Bogotá • Brighton • Ciudad de México • Madrid A world powered by people