2 minutes on… Getting customer surveys right

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Mats Rennstam highlights the six main areas to consider when implementing a customer feedback strategy.

1.    Do make sure your sample size is right

Statistically speaking, you only need to interview 1,500 customers to gain a representation of the average customer’s impression.

However, to gain truly actionable insight, you need to gather feedback on an individual level. This allows you to drive individual behaviour and coach using the results, while at the same time accumulating thousands of surveys to identify trends and highlight potential business issues.

Bright has found that a minimum of 20 surveys per agent per month provides a sufficiently robust amount of data to continuously deliver external 360-degree feedback.

Any less than this and the data can be questioned – but overdoing it and striving for as many surveys as possible can result in an overload of data that ceases to be actionable.

2.    Don’t survey too often

It’s counter-productive to simply use every available opportunity to gather feedback from customers. Being as non-intrusive as possible and sensitive to when customers are open to giving feedback will actually improve response rates.

Some ways to make sure you are being non-intrusive include:

3.    Do make your data collection specific

The key to building a successful post-contact survey is to keep it short and simple. Two minutes is a good benchmark, with a maximum of 6 questions, regardless of the channel.

This means you have to keep to the point. Decide what you want to find out through the survey and build your questions around that.

The three main areas of consideration include:

4.    Don’t let agents ‘cherry pick’ which customers to survey

Many companies rely on a manual approach to surveys, allowing agents to pick and choose which customers to survey – inevitably leading to skewed results. If you are reliant on manual methods, pick a day when every customer must be asked to take the survey – with no exceptions.

However, if you have the right technology, it is far better to automate the system so that the advisors are unaware which customers have been asked.

5.    Do prove the value of customer satisfaction

Return on investment in customer service has traditionally been tricky to establish. However, if you measure key metrics in tandem with customer retention and spend, you should see a correlation.

You should find your budget requests are approved a lot quicker when they are accompanied by an irrefutable benefits case.

It may take a while to accumulate enough data to be compelling in the boardroom, but First Call Resolution (FCR) can provide a quicker business case.

6.    Do use the information you gather to drive change across the business

Customer satisfaction figures can be met with scepticism by board members – as they are seen as something ‘fluffy’ and non-essential to the business.

Mats Rennstam

Below are a few ways to make them more compelling:

With thanks to Mats Rennstam, Managing Director at Bright UK

Author: Megan Jones

Published On: 14th May 2014 - Last modified: 12th Dec 2018
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2 Comments
  • Very well said, as long as is not affected on daily productivity. Survey is also one of the best metric for customer experience and brand of the company.

    Christian Morales 20 May at 08:09
  • Great reading!

    Phillip Kim 9 Sep at 13:01