Rick DeLisi

Digital Customer Service


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investments in self-service functionality for company websites and mobile apps. And yes, what's been happening across the industry – adding chat, video chat, email, text/SMS communication, social media interactions – has made service somewhat more “digital.”

      But the differences still feel more iterative than transformative.

      Here's the problem when it comes to service interactions: Not all problems can be solved entirely online, so it's impossible to imagine a world in which every issue and inquiry can be automated. But when customers get stuck in the middle of a digital journey, what do they do? They dial a phone number and are forced to start all over again from the beginning.

       Live and digital service experiences are completely disconnected.

      But as “digital” as we humans have become – as natural as it is now for us to be on the internet all day, every day – how is it possible that according to estimates, companies in the US alone are still receiving over 1 billion inbound customer service phone calls every year?

      There is now a way to transform the customer experience for an on-screen world. DCS (Digital Customer Service) changes interactions that used to occur on the phone into experiences that take place entirely on the customer's own screen.

      With true digital transformation, companies are able to start interactions using whatever communication mode the customer chooses, then seamlessly transition from one mode to another with no additional effort. But because live conversations occur on screen instead of through a separate phone call, the experience is completely different.

       Live and digital service experiences can no longer be disconnected.

      Transforming to a DCS strategy creates three powerful enhancements:

      1 Rich automated experiences that anticipate a customer's needs

      2 Rich communication options easily accessible to customers from within the self-service journey they've already started online

      3 Rich collaboration tools that immediately contextualize a customer's issue, guide them through the process – and in many cases, teach them how to do it themselves next time right on their own screen

       Reduced cost to serve customers

       A superior customer experience

       Increased conversion rates

      Digital Customer Service: Transforming Customer Experience for an On-Screen World is the roadmap for how you and your company can achieve these same goals – simultaneously.

      In this book, we'll challenge three commonly held myths about the digital transformation of customer service. These are the three primary obstacles that stand in the way of many leaders who are trying to push their organizations to rethink the way they serve customers in a digital world.

      Based on the experiences of those companies that are now in the midst of this transformation, it is clear that these barriers are not as daunting – or even as true – as we in customer service had once believed.

      MYTH #1: Digital Transformation of Customer Service Is All About Automation

       This means removing the “human touch” and getting out of the business of interacting and talking (verbally, using spoken words!) with customers.

       In fact, quite the opposite is true. Digital transformation of Customer Service is about using automation to empower your people to create an even more effective “human touch.”

      REALITY: Digital transformation is not the end of voice communications with customers. It's about using automation to employ bots to do what bots do best, so that people can do what people do best – be human.

      MYTH #2: Digital Transformation for Customer Service Means Companies Need to Be Active in Every Available Form of Communication

       This means that companies must excel in chat, video chat, social, text/SMS, email, self-service, third-party apps, etc., on top of being great at phone communication.

       What we've been learning is that the transformation isn't about adding more channels, it's about curating digital journeys. In today's world, many of the more complex customer service journeys require a combination of virtual and human interactions in order to reach full resolution. In a fully transformed customer service operation, the options needed for each customer's specific journey are deployed automatically once that customer has begun an online session.

      REALITY: Digital transformation enables companies to learn from a customer's “digital body language” exactly what kind of digital experience this customer needs at this moment. Then the DCS platform offers each person a curated journey that seamlessly transitions them from one mode to another. (This wasn't possible, until now.)

      MYTH #3: Making Customer Service Fully “Digital” Seems Like It Would Be Hard or Expensive

       The companies that are going all-in on digital transformation are reporting it is easier and more efficient than they'd thought.

       These companies are not giant brand names with giant budgets, nor are they digitally native organizations that built themselves with today's digital customers in mind. They are “traditional” companies that began their service operations decades ago using a primarily phone-based platform.

      When is it going to be our turn to transform? The answer is: Right now, if you choose.

      We've been studying the science of customer service for the past two decades, and what we've been learning and observing is VERY exciting:

       Rick DeLisi has been researching the psychology of customer behavior and expectations in service for the past two decades, and is the co-author of the best-selling book The Effortless Experience.

       Dan Michaeli has devoted his career to developing solutions that create world-class digital customer experiences for “traditional” non-digital-native