How more meaningful conversations lead to better customer service and business outcomes
A new approach
Technology-enabled self-services that are available 24/7 online or through voice-enabled speakers create a better customer experience for the majority, in addition to reducing calls and costs. However, the customers that still require human interaction now have higher demands and needs.
Meeting the demands of a savvier consumer requires an enhanced level of support. To deliver this heightened level of service, ICF rethought how we provide customer care across the dimensions of people, technology, analytics, and the overall interactive experience. The resulting energy advisory model gives utilities the ability to not just meet, but also exceed expectations.
We have deployed this approach for a number of utility clients in support of their energy efficiency portfolios. The energy advisors have a technical emphasis in building science principals, lead generation, cross-promotion, and sales.
Advisors answer routine and complex program questions via phone or web chat. They also manage appointments, assist contractors with applications, and actively cross-promote other programs. Instead of being reactive, they are proactive and personal in supporting the needs of customers.
For example, we recently completed a small business campaign for a large southern U.S. utility client that serves 2.5 million customers. For this client, we combined key individualized insights from Sightline analytics and a targeted marketing campaign followed by a personalized call from the energy advisors.
The net result: customers participated in audits at 4.5 times the rate of the control group and had twice the level of project completion.
Energy Advisory Model in Action
As we have implemented the energy advisory model for utilities across the country, three key components have remained vital to the success of every program:
Targeted technical training
The energy advisors have greater technical skills and may also have sales experience. We invest the time to further their technical acumen (e.g., building science) through intensive training geared toward the specific subject matter they will be supporting.
Meaningful and actionable data
While training is critical, having the right data at the right time makes all the difference when it comes to a successful interaction. Sightline analytics provides the optics into a customer’s communication with a utility but, more importantly, delivers the insights that allow the energy advisors to share meaningful and personalized recommendations with customers at their moment of need.
Customer interaction and services cannot stay the same way they have always been in the past. The typical customer service approach is passive, requiring the customer to initiate the action, and is typically measured by call duration. The energy advisory model delivers a proactive experience. We coordinate across data analytics and marketing outreach to initiate customer outreach, letting customers know about programs and opportunities before they get to the point of needing to call the utility. We also provide several modes of communication, including web chat, email, and phone, providing customers with easy access to energy advisors in their preferred format.
The energy advisory model is being deployed across different segments and multiple markets. In some cases, the energy advisors are supporting ad hoc campaigns as part of a broader marketing-driven customer engagement strategy. For other clients, we are delivering a more comprehensive case management approach where energy advisors provide single-point service.
The results of proactive and personalized offers yielded shorter engaging calls, digital exchanges, and more impactful business results. For more information about building a customer-centric program at a utility, please reach out to our team.