Build Loyalty and Brand Advocacy Through Effortless Experiences.

Build Loyalty and Brand Advocacy Through Effortless Experiences.

An increasingly connected digital world has changed the way customers engage with brands. In an age of commoditized products and services, companies look to customer experience as a key competitive differentiator. Customer Service organizations are at the epicenter of a company’s ability to deliver a differentiated and a consistent engagement experience.

Microsoft Dynamics 365 for Customer Service supports the omni-channel, which enables consistent experiences across any combination of self and assisted service engagements. Microsoft Dynamics 365 for Customer Service provides a robust portal for self-service and peer-to-peer community support, with seamless transitions to high-touch agent interactions, and field service when there is a need for onsite help. This solution empowers agents with the resources they need to provide fast and effective service. Implementing this powerful solution empowers people at every level of the organization with insights relevant to their role so that everyone can have a positive and meaningful impact on business outcomes.

Our loyal fans are the driving force behind everything we do. The only way to increase revenue is to increase value, and the only way to increase value is to deliver better experiences.

Scott Loft – VP Ticket Sales, Retention and Database Operations
Oklahoma City Thunder | NBA

Microsoft 365 Dynamics Customer Service
Dashboard: Microsoft 365 Dynamics Customer Service

Key Benefits

  • Earn Loyalty: Increase brand loyalty and advocacy by providing personalized and contextual interactions across the customer journey, through any channel and from any device. Studies show that 91% of consumers are loyal to brands who offer low effort interactions.
  • Empower Agents: Provide your agents with everything they need to deliver a more personalized, effective standard of service – using tools that are at their fingertips, from a single application. Only 4% of service organizations can solve a service inquiry using a single application.
  • Stay Agile: Adjust at the pace of innovation through actionable insights that anticipate the rapidly changing needs of customers and your brand. 77% of consumers around the globe have a more favorable view of brands that offer proactive customer service notifications.

Key Capabilities

OMNI-CHANNEL ENGAGEMENT

Enable end-to-end service engagements across channels on any device. A unified platform ensures context and consistency, delivering personalized service with minimal customer effort.

  • Complete 360-degree view of the customer, including full history of interactions, user preferences, and relevant customer information from third party applications.
  • Complete customer information shared across channels and interactions to ensure consistent experiences, regardless of the number or variety of channels leveraged over the course of a single service request, or throughout the customer lifetime.
  • Real-time insights, SLA timers and entitlements, are presented to the agent so that every interaction is personalized and contextual.
  • Machine learning detects social post sentiment and intent to automatically create and route as cases.
  • Create more personal experiences with chat and co-browse.
  • Drag-and-drop survey designer, theme editor and rich design logic makes it easy to create personalized surveys with multiple delivery mechanisms.
  • CTI framework with several integrations and adapters currently in market.

SELF-SERVICE AND COMMUNITIES

Empower the increasing majority who prefer to find answers on their own through self-service and community options, including access via third party sites, such as Facebook. A branded, personalized experience leverages an organized, searchable knowledgebase to deliver consistent, up-to-date answers, and a community experience for peer-to-peer support, direct interaction with subject matter experts or ideation.

  • Intuitive navigation with case deflection capabilities, community discussion forums and blog platform.
  • Optional federated search returns results from any combination of relevant knowledge articles, social posts and blogs.
  • Automated community thread escalation to case capabilities.
  • Responsive design optimized for mobile devices.
  • Seamless transitions between self and assisted support.
  • In addition to out-of-the-box configurations, admins can create custom entities with easy to use tools, and a rich set of SDKs enable developers to easily build apps as well.
  • Portals leverage CRM authentication, security, user roles and rights, and either local authentication or federated authentication through a variety of providers.

AGENT ENABLEMENT

Empower your agents with a single, unified experience on their desktop or mobile device. Agents can access every source of information they need across diverse environments to provide a more personalized, effective standard of service.

  • A dynamic interface optimized to drive the next best action contextually serves up tools, guidance and data to agents throughout the interaction, including information or assets from third party applications.
  • Topic analysis and machine learning scenarios surface relevant knowledge articles and related cases to help agents solve cases faster and improve first time resolution rates.
  • Boost productivity with business processes and workflow, integrated knowledge, SLAs, agent scripting, entitlements and recommendations.
  • Speed resolution and avoid escalations by using collaboration tools to connect agents with peers and subject matter experts across internal and external teams.
  • Provide context sensitive guidance to help new users navigate the application and perform tasks specific to their role.
  • Reward optimal behaviors with gamification to improve performance and increase productivity.
  • Take service directly to the customer any time it cannot be managed through other channels; a single platform for customer and field service spans case management through to work order completion.
Insights: Microsoft 365 Dynamics Customer Service
Insights: Microsoft 365 Dynamics Customer Service

UNIFIED KNOWLEDGE

Unified knowledge provides a single source of truth across channels and LOBs. Knowledgebase administrators can capture and create content from multiple sources, and an approval workflow ensures accuracy and mitigates risk.

  • Quick Create functionality lets SMEs and agents create content on the fly, which is then routed into the approval workflow.
  • Build your knowledgebase with community sourced knowledge enrichment scenarios.
  • Use rich media, such as images and videos, to increase first time resolution rates.
  • Articles can be scheduled for periodic review or expiration to ensure content is always current.
  • Improve search and discoverability by associating knowledge articles with products, customer entitlements and other customer or account data.
  • Knowledge articles are optimized for mobile devices, and end users can provide feedback by rating content.
  • Knowledge analytics drives article efficiency and identifies potential areas for adjustments and augmentation.

SERVICE INTELLIGENCE

Relevant data empowers every role in the organization to have a positive impact on business outcomes. Insights are displayed through interactive dashboards with powerful data visualization capabilities. Our solution empowers organizations with the information they need to provide proactive care, and to predict and preempt the need for service.

  • Role-tailored dashboards present real-time and historical data through a visual user interface.
  • Drill into data via interactive charts, and include data from third party applications for deeper business insights, analysis and exploration.
  • Use natural language capabilities to instantly render new reports and visualizations.
  • Use service intelligence to identify cross-sell/up-sell opportunities, explore what-if scenarios, improve service metrics and performance and identify best practices.
  • Report on custom KPIs and metrics tuned specifically to your business.

Ready to get going?

Contact Oakwood Systems Group today and discover how you can connect with Microsoft Dynamics 365 for Customer Service.

Are You a Solid Coder? The Principles of Software Design

Are You a Solid Coder? The Principles of Software Design

Welcome to the principles of software design and a course on object-oriented techniques.  Learn new principles of software design by following this slide deck.  Let us know how we can help you with a specific software development need.  We are code professionals at Oakwood.  We can help you get where you need to go.

Solid Coder Presentation

 

 


Next Steps

Review our case studies and engagements where we helped companies just like yours solve a variety of business needs.


About Oakwood

Since 1981, Oakwood has been helping companies of all sizes, across all industries, solve their business problems.  We bring world-class consultants to architect, design and deploy technology solutions to move your company forward.   Our proven approach guarantees better business outcomes.  With flexible engagement options, your project is delivered on-time and on budget.  11,000 satisfied clients can’t be wrong.

Buy or Build Software For Your Business?

Buy or Build Software For Your Business?

Buy or build software.  Good question!  We recommend “build.”  What's going on with your software products?  With so many out-of-the-box, off-the-shelf SaaS products in the market, some people might call you crazy to build your own software in-house. It is not unusual, however, for businesses to license software from a vendor and then discover it is simply not suitable for their business. Here's a look at why organizations struggle with the “build or buy” software decision, and the path that leads to more successful enterprise software projects.

Buy or Build Software?

The decision of whether to build or to buy your enterprise software is rarely an easy one to answer. Most organizations start with a list of desired features, then use spreadsheets to perform SWOT analyses. In the end, the final decision is made by a committee who collectively agree on what “feels” best. What ends up happening is that most organizations underestimate the complexity of enterprise software products that literally have thousands of features.

The committee, who lacked the time, resources, tools, and methodologies all along to deal with this level of complexity, is blamed for making the wrong choice, and the RFP process starts over again in a few years' time.

Key Insights

Aside from the obvious inefficiency, the biggest problem with this approach is that it assumes each committee team member adequately understood the organization's requirements in the first place and had a thorough understanding of that particular software market. Seldom are these assumptions true? In reality, there are almost always unknown requirements and software products change so frequently, it is an almost impossible task.

Some experts even argue that the only foundation for a successful software evaluation is the actual reverse engineering of each feature. But, if you're like most organizations, you lack the time and expertise to perform a software evaluation with this level of detail. But, the alternative is purchasing off-the-shelf software because it's fast and cheap, then eventually finding out that the lack of customization relative to your day-to-day operations ultimately leads to inefficient, manual processes that you're stuck with for years to come.


Download Now: Agile Transformation Success Kit

Customize A Solution

With custom business software, you are guaranteed that the software is a strong match for your requirements. That's because, with custom application development, your software is updated, maintained, and improved upon for as long as your business requires it. Unlike off-the-shelf software, you are not competing with other customer demands when it comes to the product's roadmap. And, custom applications can be developed to fit seamlessly into your business's software ecosystem. You are not at the mercy of a 3rd party software solution.  As a result, you may or may not have an integration issue with your CRM/CMS/ERP.

The Bottom Line

Canned software solutions rarely meet every requirement. In general, off-the-shelf software solutions meet “many” needs, but not all. Particularly in the case of enterprise software, custom solutions are far more qualified to satisfy your unique requirements.


Next Steps

Review our case studies and engagements where we helped companies just like yours solve a variety of business needs.


About Oakwood

Since 1981, Oakwood has been helping companies of all sizes, across all industries, solve their business problems.  We bring world-class consultants to architect, design and deploy technology solutions to move your company forward.   Our proven approach guarantees better business outcomes.  With flexible engagement options, your project is delivered on-time and on budget.  11,000 satisfied clients can’t be wrong.