Aptean Blog

Aptean Blog


CRM Trends to Watch in 2017

2017 will be a transformative year for the CRM space. Advanced technologies like machine learning and natural language processing are opening the door for an explosion of new capabilities for the CRM market.

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Essex County Council- a Respond Case Study

Essex County Council (Essex CC) is an upper tier local authority based in Chelmsford and is the main public sector body in Essex, United Kingdom. The council looks after highways, social care, infrastructure and education, amongst other responsibilities. Essex CC has been using Respond, Aptean’s Complaints and Feedback Management solution, since 2008 to manage inbound enquiries and complaints, including Local Government Ombudsman (LGO) complaints, Chief Executive correspondence, corporate and social care statutory complaints, member service enquiries (a service which is provided for County Councilors), and Freedom of Information and Environmental Impact Regulation requests.

While the initial Respond system at Essex CC was fit for purpose at the time of implementation, Essex CC realized that both its own technology and that of Respond had moved on considerably since then. The organization decided to upgrade from Respond 3 and moved to Respond 6.0.1 in April 2016 in order to take full advantage of the latest product enhancements.

“The clarity and insight we have when reporting now is so much better,” said Olivia Shaw, Customer Experience Lead at Essex County Council. “We’ve got a lot more visibility across everything, and our reporting now makes it so much easier to pick up any issues or trends.”

To learn more about how Essex CC met their tight deadline and improved their reporting, click here to read the full case study. 

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Think Small...To Deliver Big

What a strange thing it may seem to encourage someone to think small while one is in the pursuit of excellence. It does seem counterintuitive to actually think small while our culture continually impresses upon us to do the just the opposite. However, I will lay out why it often makes sense to think differently, to think in incremental terms in order to make the right changes that move you closer to your goals.

Recently, I watched an interview with Jeff Bezos, CEO of Amazon, and what struck me was his strong belief and strategic use of experimentation across all of his organizations. He is a staunch believer that an organization must continually change in order to be excellent. Not dramatic, bet the farm types of change, but small steady steps that enable you to monitor whether the change is actually working and, if necessary, be positioned to change tack accordingly and swiftly.

These experiments are the small steady steps that many of today’s most successful companies leverage to effectively drive their change efforts. The challenge is knowing exactly what to experiment with. What are the right questions to ask? What are the correct actions to take? Luckily, there are answers to these questions if you know where to look.

It’s in the data. The Factory MES data that you collect on your operational activities is the key to informing effective real-time actions and driving successful improvement activities. Equipped with this accurate and relevant data, you are now ready to take a step or multiple forward…or simply experiment. Embracing this philosophy of experimentation has the ability to yield significant results. This mindset, coupled with structured problem solving to get to the root cause of issues and to develop, deploy, and analyze countermeasures, equips one with a strong set of tools to achieve the big things they are after.

While the reality is that occasionally these experiments do not yield the desired results, you ultimately gain the knowledge of what doesn’t work, further reducing uncertainty and leaving you one step closer to what actually does. By taking small measured steps, you steadily move forward, even with an occasional setback…indeed a continuous process towards excellence. The idea is to have your eye always on your organizational true north, to keep you aligned with your vision while climbing the ladder upward rung by rung.

In order to achieve your targets, a change from your present state must take place. The competition is changing and industries are evolving in search of more efficient and cost effective ways of getting things done. The choice is to accept the status quo and risk getting passed by, to change using risky uninformed actions based on intuition or emotion, or to take steady measured steps that are based on actual data. Think small and deliver big by using your Factory MES data to inform your actions and create a culture of success. 

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Hidden Risks In Your Supply Chain and How To Navigate Around Them

Take a moment to contemplate Murphy’s Law: everything that can go wrong in your supply chain (SC) will go wrong. You have a team of experts and partners that know what they’re doing, but sometimes things happen beyond your control. A data source system goes down, a tornado hits, a conflict breaks out, a labor dispute forces a port to close down, or an oil spill shuts down a larger ocean area. On the legislative side, what if a country where you source raw materials is suddenly embargoed, a supplier makes a misstep and can no longer export their products, a semi-finished goods’ supplier changes its strategy and is now sourcing in a country subject to new and very strict license requirements? On the positive side, how do you maximize profit from an unexpected resurgence of a long-forgotten product or from a new sales partner that opens new, yet remote, markets at lightning speed? Lastly, which risks are you and your partners’ IT systems subject to? Are there security concerns? Is system downtime an issue?

You do not know what the event will be, and you cannot wait, unprepared, for it to arrive. Consider it almost like in a fire drill. You hope you never need it, but you want to know where the weak spots of the plan are. There are four key components to consider as you examine both your readiness, and your SC partners’, to deal with adversity.


Your supply chain has to be adaptable to changing circumstances, and sometimes to rapidly changing situations. You want your supply chain to shift focus as needed, to be agile without losing focus on the bigger picture. This means the team has to keep its eye out for changes, and to solicit input from legal, sales, and IT to be better prepared. Be in tune with legislative proposals, with sales forecasts, with IT developments, and even with weather forecasts. It will be difficult to justify having a full time weather expert on your team, but reviewing where delays have occurred over the last 2 years due to the weather is not too much work. In similar fashion, work with your SC partners to ensure they are capable of adapting to new circumstances as well. Ask your Logistics Service provider about rerouting options when a port closes down, agree upfront on volume discounts in emerging markets, find out if your supplier has a compliance team that can obtain the necessary licenses should the export requirements change.


Configurable mostly applies to the applications used in the supply chain: why use a one size fits all if you like different sizes? But take care not to mistake configurability with customization. Typically, any and all applications can be customized; however, costs and timelines will likely not be in sync with your expectations when it comes to risk mitigation or a necessary change in the supply chain process. Configurable should mean that your systems can be adjusted by you and your vendors on short notice, without months or even years of development. For example, if you have a dropdown with possible ports of transit, you want to be able to change the dropdown on the fly when the usual port of transit is closed due to a strike and you have to reroute. Or if you want to change the warehouse picking location of a popular product to a more convenient picking location, you want to be able to make that change right away, and vice versa when the hype surrounding that latest novelty subsides.


If volumes, destinations, number and location of suppliers, etc. fluctuate, so should the bandwidth of your supply chain. From a systems perspective, scalability is a key element; ensure the solution offered is scalable, whether that means it is in the cloud or otherwise. From a partner perspective, you do not want to get stuck with logistics routes that are forced upon you because the provider does not have the right fleet on lanes important to you, with unnecessary inventory, or with suppliers that cannot meet your demands. It is vital that you not only consider scalability issues, but also contractually determine them. It is a hidden cost for many businesses. First, prioritize where to be scalable – is it tradelanes, volumes on particular lanes, or in a broader sense ‘options’? Then work with your SC partners to test capabilities, by volume testing, analyzing production capacity at the supplier’s various locations, and verifying inventory levels. Finally relate your findings in contractual parameters.


If nothing else, you want your supply chain and the applications you use to be stable. Downtime costs money as every SC is now 24/7. So be aware of your providers Service Level Agreements (SLAs), whether it is uptime, delivery time, or handling time. Ensure KPIs and metrics are available to proactively monitor the numbers. Add clauses to the contract with penalties and/or opt out clauses in case SLAs aren’t met. Be prepared for calamities by working with your vendors on unified Business Continuity & Disaster Recovery Plans, have a backup plan for vendors and partners, and never take stability for granted. Coordinate with your vendors on penetration tests to ensure your data is safe. The preventative money spent will be worth it to sleep better every night knowing you are prepared. And now and again, throw some coffee on a pc to see what happens.


In the end, it is clear that despite the randomness of nature, legislative proceedings, or sales driven events, preparation goes a long way. It is difficult enough to be great when it is business as usual, but when you document scenarios and scripts on how to deal with the unknown, work with your buyers, manufacturers, logistics service providers, and sellers to discuss potential scenarios and create a cross company team to anticipate the steps to take in a crisis situation, you can be great even when adversity hits.

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February 17, 2017 Jennifer Duck Jump to Comments

Tags :SCM

Global Trade Management Compliance Issues

Twist or turn it, compliance issues in global trade are a component of non-tariff barriers. With duty barriers ever decreasing, average duty rates went down from 8.55% in 2000 to 4.74% in 2014,[i] it is difficult to substantiate claims that non-tariff barriers have been put into place instead. However, the international focus on trade compliance, ranging from import facilities to export licenses for dual-use goods, has increased over the years, with more countries following the United States regarding the export compliance side and the European Union when it comes to simplified import facilitation.


A wide variety of legislation applies to the shipment of goods. An export shipment from the US going into the EU seems innocent enough, but at the very least a restricted party check has to be performed. If a dual-use item is shipped, product screening and possibly export licenses have to be applied. Shipping documents are required. Import and export declarations need to be filed. Customs value and HS codes need to be declared or identified. Not complying with these (inter-)national customs requirements results in delays at the very least to time in prison at the most, with financial penalties and export restrictions in between.

Often times, complying with customs legislation is complicated as some facets, such as license requirements, will be different based on the tradelane, and different types of licenses or compliance issues may arise based on the exact country of export and import combination.

Enforcement of export legislation has become particularly strict. A few simple rules will reduce the risks of non-compliance:

  • ·Ignorance is not bliss-neglecting applicable legislation is not a great defense. If you are uncertain about what compliance regulations you are subject to, use the authorities as a resource, they are very willing to assist.
  • ·Establish procedures- set up a compliance program just as you would a quality assurance or a customer support program. Be diligent, retain historical data, be thorough, and commit.
  • ·Document-any claim made (for customs valuation, preferential origin, classifications, etc.) may need to be substantiated, which is nearly impossible without documenting findings. External opinions can be obtained to substantiate.
  • ·“I didn’t know” isn’t a good answer- awareness should not be limited to the few people dealing with trade compliance. Just as with other compliance programs, such as the Foreign Corrupt Practice Act (FCPA), company-wide awareness is needed to ensure no one is out of sync. For example, run Restricted Party screening checks on sales leads, instead of on orders, to avoid potentially unnecessary work. Involve the product engineers in the product classification to ensure the right classification is identified and the proper license requirements and import duties applied.


Having a compliance program in place does not ensure smooth sailing. Trade compliance is a collaborative effort, especially in the supply chain, where you are dependent on partners for certain data. Their efficiency will affect your programs. Getting your supply chain partners in sync with your compliance programs will result less issues and fewer delays, as well as faster resolution should compliance issues occur.

While it can be a challenge to get all supply chain partners on the same page, it is recommended to review opportunities for the following:

  • ·Specify in contracts what you expect from the supply chain partners to deliver and assist with.
  • ·Do not only rely on the sales or buying representative; coordinate with compliance personnel.
  • ·Share experiences and issues through periodic meetings.
  • ·Use portals where possible; these can be constructed in a way so that partners can view or edit data and report as needed.

Prepare for the Unexpected

While it may be an over-used cliché, it applies to well-oiled supply and compliance chains. Run a mock audit. While not necessarily a fun exercise, it will point out the weaknesses in your compliance program. Ask your supply chain partners for support documentation on some invoices or customs values, ask a supplier for verification of an origin statement, challenge a logistic service provider with a few ‘what-if’ scenarios (‘what –if’ we have to change routing of a shipment or need to use a truck instead of a plane – will these chances affect paperwork needed and therefore our capability to be in compliance?).


In summary, it may not be as much about the risks associated with global trade management as it is about how to anticipate and deal with them. Identify the compliance requirements you are subject to, set up programs that make you compliant, and create a common understanding internally and externally about the importance of compliance. It can save you time in multiple ways: valuable time wasted in the supply chain or even time in prison.

[i] The World Bank, Tariff rate, applied, weighted mean, all products (%).  http://data.worldbank.org/indicator/TM.TAX.MRCH.WM.AR.ZS

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February 17, 2017 Jennifer Duck Jump to Comments

Tags :SCM | GTM | TradeBeam

Altro Group & Autoglym- a Pivotal Case Study

The Altro Group business structure consists of two divisions: Altro, a leading provider of premium flooring and wall cladding systems for construction and transport; and Autoglym, which designs and supplies a range of premium car care products such as waxes, shampoos and alloy cleaners. Over 700 employees work within the Altro Group, which is headquartered in Letchworth, Hertfordshire in the United Kingdom.

Since 2002, Altro has been using the Aptean Pivotal CRM system as a means of keeping its databases organized and allowing for maximum efficiency across the company. In May 2015, Autoglym decided to invest in a CRM system as a means of improving operational efficiency. In line with an organization-wide strategy to implement more technologies into work processes, Aptean Pivotal was specified as the solution to help with automation and coordination within Autoglym’s marketing, sales and customer care channels.

“Together with Aptean, we have open and candid conversations that have led to trusted communications. This, combined with the familiarity and confidence in the product itself, made it a natural choice for Autoglym and is what has made me into a Pivotal and Aptean advocate,” said Suzanne Symonds, CRM Analyst at Altro.

To learn more about how Autoglym aims to capitalize on the success that Altro has already experienced with Pivotal, click here to read the full case study. 

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February 17, 2017 Jennifer Duck Jump to Comments

What Can a Comprehensive Traceability Solution Do For You?

Everyone knows traceability systems trace products from farm to fork, but these systems are capable of so much more. Food safety is all about prevention, but some of it relies on response, recordkeeping, and having accurate and timely data. 

As a food manufacturer, packager, or distributor, it is your responsibility to give consumers, retailers, certification boards, and government agencies a view of the journey, all the way back to its origins. While traceability information is crucial in the event of a food­-related recall or outbreak, it’s becoming more important in our customer­-centric world for consumers to have confidence that both food ­safety prevention and response do not get overlooked. In today’s high­speed and connected business environment, consumers and manufacturers across the supply chain can agree upon these things: the need for stronger brand protection, more awareness, and better control. 

FSMA — Trust The Food On Your Plate 

With the Food Safety Modernization Act (FSMA) compliance date on the horizon, traceability helps manufacturers meet the requirements for rapid and thorough tracking. The CDC estimates 48 million people per year are being affected by foodborne illnesses, making food safety of utmost importance to consumers and companies within the food industry. FSMA has become the primary driver for improved traceability in the food industry, affirming the Bioterrorism Act of 2002 — anyone playing a role in the food supply chain must identify where the product was received and to where it was shipped, so that in the event of a food­safety event, public health can be better protected

Part of the proactive stance FSMA is taking toward food safety means food manufacturers need to continue to review their own traceability capabilities. Although many companies have exceptional internal traceability controls, data often cannot be easily shared externally with partners, customers, and suppliers. FSMA is requiring food sectors to incorporate a major traceability imitative in order to meet government regulations and build relationships — giving them the ability to trust and understand what they are eating. 

Manual Data Collection And Its Risk For Error 

Food safety is all about prevention — recall prevention, protecting brand reputation, etc. — as well as response. Beyond prevention and simply having the ability to effectively track recalled products, traceability solutions also play a key role in data collection, thus affecting the overall timeliness of your response. If your company is recording all of its production information manually and keying it into a system, there is the obvious chance for human error. Data collection with bar code scanning within the traceability solution increases the accuracy and timeliness of transactions. 

For example, ABC Meat Processing is looking to find cost­-savings opportunities with its traceability solution. Immediately after implementation, the company begins using data collection. Very early on, ABC Meat Processing realizes it has been spending years pulling the wrong meat for a particular product. Along with using the wrong meat type, the company was sending incorrectly priced meats to consumers, costing the company a significant amount of money. With the real­time validation of information data collection provided, ABC Meat Processing was able to begin processing the correct meat, using the right ingredients to meet customer requirements. 

Traceability also supports faster response times. As a spice manufacturer, for instance, your company makes spices for other food manufacturers. Your company ships a truckload of salt to several different customers. Your company has put together a small team to manually record all of the tracking and tracing information. Recording this information takes approximately half a day — for viewing, reporting, etc… With the average eight hour business day, assuming there are no meetings or other time commitments or perhaps a lunch break in the way, a half a day is approximately four hours. That puts you barely within the four-hour guideline the FDA allows. With a traceability solution compiling and sorting the data for you, this same tracking and tracing information is recorded within minutes. As new government regulations, such as FSMA, are causing guidelines to tighten up, it’s crucial to report accurate tracking and tracing information within the given timeframe. 

Product Recalls Are Sometimes Beyond Your Control 

Let’s say all tracking and tracing is done properly, and everything is being documented within your company’s traceability system. But, even with every precaution taken within your enterprise resource planning (ERP) system, sometimes things happen beyond your control that can trigger a recall. That’s where traceability becomes your best friend, providing the tools needed to track a product, or products, all the way back to square one. This allows for an effectively managed recall process and getting back to putting quality products on the shelves. 

What Should I Ask of a Traceability Solution? 

Knowing what’s in food and where it comes from sounds simple enough. However, food traceability requires consistent standards and adequate technology in our evolving world. A traceability solution must be designed to trace products and product lots quickly and easily. Having a graphical view of data enables easy interpretation of even the most­complex process and provides comprehensive data for all relevant areas. With traceability implemented within your company’s ERP solution, you should be able to immediately answer these questions: 

  • Where are my products? 
  • Where, when, and in what quantities were my products produced? 
  • Which ingredients and processes were used to make these products? 
  • What quality­assurance data is available for each of my products? 
  • Where, when, and in what quantities were the products shipped to and from? 
  • Who supplied the raw ingredients and when? 
  • Were the raw ingredients used in any other products? 

Why Upgrade From Manual Traceability? 

Viewing traceability information, at both a high level and a more drilled­down version, allows you to understand the entire supply­chain process from receipt of raw materials to shipment to customers and all points in between. Selecting a traceability technology and system to manage the supply chain for food and food ingredients is an important decision. Having an effective traceability solution in place enables your business to better understand, prepare for, and exceed both regulatory compliance and customer satisfaction.

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February 17, 2017 Jennifer Duck Jump to Comments

Tags :ERP

The Circle of Engagement

For any manufacturing organization, achieving the highest levels of operational excellence is built upon the engagement of its employees.  Employees are expected to be active in collecting information, surfacing and resolving problems, and recommending improvements that could be made as a result.  

Unfortunately, all too often their insight is not acted upon, and the impact on factory-floor morale is considerable.  They feel like they are simply doing it 'for the sake of doing it.'  When an employee feels that the tasks they are being asked to do have no positive impact on them and the way they work, they almost immediately become disengaged with the entire process.

They might feel that their voice is not being heard or, in the worst case, that the feedback and data they are providing is not trusted by their superiors.  That, in essence, indicates to them that their professional integrity is being questioned, and they are not truly valued, rather they are simply a workhorse whose intellectual contribution is effectively irrelevant.  

This is the worst use of people, the strongest asset companies have available.  These are the people who have the benefit of years' of experience; they understand the issues, and it is of utmost importance that their innate knowledge is collected as data, transformed into information, and converted into the knowledge that a company needs to improve operational efficiency.  

Finding a means to engage your people on a company-wide basis is the route to achieving this.  

The tools to perform

By giving operators a simple, unobtrusive tool that makes their working life easier, it becomes very straightforward to enter their knowledge and experience into the company's system.  But not only that, it should be a sophisticated, intelligent tool that allows this feedback to be presented in real-time, meaning it can be acted upon immediately, and employees can see that their input is being used and is trusted.  

This real-time element is key.  Waiting until a shift has ended is too late to analyze performance and quite often, valuable insight gets lost among the noise.  This gives the impression to the employees that the company is 'driving in the rear view mirror'- without focused direction, missing the factors that can keep a business on track.

The ability to review the data, both in real-time and at key intervals during the shift, means action can be initiated to ensure inefficiencies are removed from the process in-flight.  By performing these frequent reviews, operators see that their input is being used to drive continuous improvement.  They feel trusted.  They feel engaged.  They feel motivated to continuing to perform to the highest standards, not just for their own sake, but for the sake of the team.  Quite simply, they won't see any reason to consider leaving, which of course has its own business benefits in terms of preventing high staff turnover and the associated costs of employee churn. 

Furthermore, satisfaction and pride in their employment will inevitably lead to them vocalizing this outside of the workplace- to their familiy and friends, or to potential customers and even prospective employees.  

Developing a coherent, lasting working relationship- from the upper management through to each individual contributor- will only service the company well in the future.

Good data in equals good data out

Of course, realizing this operational nirvana is dependent on the quality of the data and the system being used to capture it, and on how this system is integrated into day-to-day operations.  

That means collaborating with a software partner that not only installs and implements the software, drawing upon years of experience of successful projects in the specific business vertical, but implements a system aligned to common manufacturing metrics.  At the same time taking care to balance the organization's needs and its working culture, to ensure high awareness and engagement so employees can execute their roles in the most productive manner.  Factory-floor employees are the ones who can identify the biggest, most frequent pain points that need resolving.  Then, the solution can be tailored to match, and thus, built to make positive gains in the key areas.  

A business might have a problem with a wasted product, a culture of costly overtime, or an issue with machines not being optimized to their full capacity.  There are so many factors that impact operational efficiency that, if neglected, impact employee engagement.  It may surprise you  how quickly an effective manufacturing execution system will deliver a return on investment-  not only in terms of efficiency gains and your company's bottom-line- but in the overall happiness of employees.  


Having insight into manufacturing inefficiencies means businesses can be more agile in production and allows them to continue to meet production demands and growth targets in a structured, manageable way.  A way that says to the employee, 'you are what makes this business work'- from the operators, to line managers, to data analysts.  Once the stream of data flows into a sea of knowledge, the strategic decision makers will be better placed to identify historic trends, build analysis and make changes for the better.  

Quality data and a quality system to capture it are the keys to driving a collective culture to never stop improving.  Only by recognizing and acting upon employee input can the circle of engagement be complete.  

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February 17, 2017 Jennifer Duck Jump to Comments

Tags :MES

Nurturing Your CRM Program: Growing From Infancy to Adulthood

Image what would have happened if we had all been treated like adults from birth.  No assistance or guidance- just expectations that are challenging to meet.  We wouldn't have gotten very far, and others may have been disappointed by our lack of progress.  The technology and processes we use day to day, such as our CRM programs, need the same care and attention to flourish, just as we did in our own infancy, so they can provide the best experience possible for users, customers and the company overall.  

The Infancy Stage

At the very start of its life, a brand new CRM system and program will inspire energy and enthusiasm for a bright future- something really exciting has arrived.  Naturally, it will need lots of attention as it is introduced.  Positive encouragement will help with user adoption, and regular check-ups around data quality, compliance and usage make sure it is developing in the right direction into a healthy system.  During the infancy stage, the basics of the system will be mastered- and a few late night feedings and hiccups are to be expected along the way.

The Adolescent Stage

Now that the program has been established, and users have mastered a core set of skills, it is time to start school and introduce some challenges.  They absolutely shouldn't be adult-sized challenges; they have to be appropriate for the development of the program.  We wouldn't ask a group of school children to read War and Peace before mastering the ABCs.  This is the right time to start evolving processes to the next level of complexity in terms of steps, tasks and requirements, and asking the system to provide insight back to the business to see what has been learned.  

Management should lead by example and show how CRM can be used to run the business, giving users a role model by standing at the front of the class. 

Now that it has reached adolescence, the program has already been built into the culture of the organization, but there can be a danger of complacency now that everything is up, running and working for the company.  it is really key that leaders, especially the executive owners of a CRM program, keep setting the homework, and the users keep turning it in.  

The Teenage Years

Often known as the most rebellious years, this is when an organization needs to start showing the business value and impact of the CRM program.  If the users and customers see no value, they will start questioning why they are still using the system, and whether the investment has been worth it.  

Teenagers don't like to be force fed; they want to be able to challenge the system.  If their bike no longer needs training wheels, despite them being there from the beginning, take them off.  If a process that was introduced in the CRM program's infancy stage is no longer an efficient one, it needs changing.

This is the stage in a CRM program's life when it could become disillusioning.  The glitz and glamour of a new arrival has worn off, and the daily grind has set in.  The executive owners need to show they are just as invigorated and energized as the first time they saw the program, providing focus and investment, and securing user buy-in, thus allowing the program to keep moving onward and upwards.


Now that the program has reached adulthood, it's time to expand.  The changes and developments in this stage will be much less radical, but will have just as much impact.  They can be made according to taste and preference; for example, if you start out with a sales automation program, this is the stage at which to bring in marketing automation that would provide richer visibility of prospect relationships.  And just because the program has developed into a well-adjusted, popular member of the organization doesn't mean that expansion and growth have to stop.  Your industry and customers are constantly evolving, and your CRM program should evolve in sync.

How will you know when it's ready?

Just like all children, adolescents, teenagers and adults, CRM programs will develop at different times.  There is certainly no set time frame as to when your program should fall into one of the above stages.  The time it takes to progress and evolve will depend on how you as a business implement the changes, as well as managing the processes, technology and people along with it.  It will also be based on your customer ecosystem and the speed of your industry.  

There could also be a danger of rushing your CRM program to evolve before it, and its users, are ready.  We wouldn't give children sharp utensils to eat with when they are very small; the same way we wouldn't equip CRM users with tools that are too advanced for the stage are at.  On the other hand, the program should not be stifled when it is ready to move on.  Wrapping it in cotton wool in its infancy may preserve the existing functionality, but it will be left far behind as competitors and other aspects of the business get their driving permits and aim for the horizon.  

Determine Your Stage and Take Action

In order to find out what stage organizations are at regarding their CRM program, they need to go through a critical self-evaluation.  Three elements that need to be considered are:

  • User sophistication
  • Process definition
  • Supporting technology

Challenging and evaluating a CRM program across the three elements above, along with the four growth stages, will help to highlight any gaps, such as the users are at their rebellious teenage stage, but the system is still in its infancy.  The first goal is to make sure everyone is on the same page before taking steps forward, and then to have a clear road map to advance and evolve the entire program with all elements in sync.  

Expecting a CRM program to have intelligent and well-established processes right from day one is a set-up for a disaster.  Making sure it's nurtured and well cared for as it grows with your company will make sure it provides everyone from executive owners, through users, to customers with the experience and service they expect and deserve.  

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February 17, 2017 Jennifer Duck Jump to Comments

Tags :CRM

Is It Time to Recall Your Recall Process?

The number of U.S. food products recalled, and the cost associated with those recalls, has nearly doubled since 2002, according to several reports.  With the recent influx in food safety issues, it's no surprise the spotlight is burning brightly on supply chain management.

Fatal mistakes made by well-known brands, like Blue Bell Creameries, have called into question how manufacturers - and supply chain executives specifically - are executing two major components of food safety: prevention and response.  Could it be time for supply chain executives to recall their own processes?  

Some still leverage antiquated and error-prone manual techniques, while others aren't properly using the track and trace technology they have.  With advancements in these solutions, supply chain executives have no excuse for not being more proactive in mitigating risks.  

When it comes to reducing the number of food recalls, preparation is prevention's greatest ally.  Continual process refinement paired with the proper use of track and trace technology can greatly reduce the occurrence and effects of food safety issues. Establishing automated preventative measures, including mandatory product checkpoints and quality tests during the procurement and manufacturing stages of the supply chain, can help identify issues faster and more consistently.  

If used correctly, track and trace solutions can notify manufacturers in real-time so issues are addressed before the product leaves the production floor.  Furthermore, accurately implementing track and trace technology into the supply chain provides you with greater visibility and actionable insight to improve pre-distribution processes.  At the same time, in the event that a recall needs to be issued, track and trace technology can also quickly and easily kick-start the recall process in a more strategic manner - aiding in avoiding common pitfalls.

Let's say you manufacture a particular type of sauce and leverage a variety of outside vendors to source its ingredients.  You also supply the sauce to thousands of grocery stores throughout the country.  News hits about a listeria outbreak at one of your vendor's plants.  Now what?  Without a clear understanding of the flow of product and materials coming and going, you jeopardize your brand and the well-being of consumers.  

Properly using track and trace technology can allow you to document your sauce's ingredients and suppliers while also identifying - in real-time - where sauce produced during the outbreak is located within the supply chain.  This enables you to quickly determine every point of possible contamination and recall accordingly.

Seemingly simple answers to questions like where, when, and what quantities of products were shipped to and from, are being missed daily by supply chain executives.  Not knowing the ins and outs of your product's lifecycle during a recall can truly cost  you.  In fact, according to Food Safety News, in more than half of the recalls occurring over the past 15 years, the recall cost each affected company more tha n $10 million.  Some lost more than $100 million, and a few closed their doors for good because of the excess cost.  

Many supply chain executives have product tracing systems, but they differ in quality based on precision and how far forward or backward in the supply chain they can track.  Whether or not they can provide full control over the end-to-end process is critical to meeting compliance and maximizing efficiency.

Amidst growing consumer concern and compliance demands, increasingly more changes to the supply chain are necessary.  Now is the perfect time to re-evaluate your recall processes to ensure you're using the right technology to minimize revenue losses and maximize consumer safety.  

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February 17, 2017 Jennifer Duck Jump to Comments

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More staff or more efficient staff?

Staff on the frontline are the face of your company, and customer service staff in particular have the important role of putting things right when they go wrong. If a customer has a poor experience here, it could make or break their relationship with you.

Demands on frontline customer service staff are increasing as consumers expect a higher standard of response. If you cannot provide it, your customers will simply look for other companies who can satisfy their expectations. Martin Ellingham, Respond Product Manager at Aptean, discusses why empowering frontline staff ultimately results in higher standards of customer care and overall profit. It’s about staff quality, not quantity.

Today, it has never been easier for consumers to change their supplier or service provider. This has become particularly apparent in free markets in recent years, as governments have attempted to break up oligopolies of numerous industries – for example energy providers and financial services – to increase the competition and ultimately benefit consumers by enabling a wider range of choice.

In years gone by, many businesses could rely on low customer churn because it was both inconvenient and difficult to switch supplier or provider, but now it is a relatively pain free process with agencies and switching services literally knocking on customers’ doors.

With that, how a business interacts with its customers and their problems is fast becoming of greater significance. Customers don’t necessarily want to switch providers, but if they feel that inadequate customer service is forcing their hand, they will – and they won’t be coming back.

A business’ frontline is the first and the best opportunity to either reverse a negative situation or build on top of a good situation. Therefore, frontline staff need to be operating at a level that can both handle the demand and satisfy customer queries effectively in order to reduce churn and keep customers loyal.

Depending on what study you read, the cost of gaining a new customer compared to retaining an existing one is about 10 to 20 times more expensive for a business. But what many studies do not account for are the long term ramifications of losing a customer to a competitor. Consider a bank or building society; many customers will potentially be committed to one for decades. If poor customer service results in a number of customers looking elsewhere, it could leave a significant hole in a business’ long term financial projections and results.

A single click can send a bad review around the world

The challenge of providing satisfactory customer service has been exacerbated by the evolving digital landscape and how it now essentially dictates brand reputation.

Customer service departments are no longer a 9-5 operation; many are already running 24/7. The nature in which customers get the attention of their service providers has never been broader or more varied, both online and through the more traditional channels like phone calls and letters.

Now, there is nowhere for a company to hide if a customer is dissatisfied. Evidence of poor customer service no longer dies out once it has done the rounds at the coffee shop, office or gym – it lives on in the virtual world as a permanent reminder to anyone researching their next service provider.

It presents a real challenge for businesses, and has dramatically increased the reliance on their frontline staff. If customer service representatives are not adequately trained or do not have the resources to effectively handle customer interaction across several different channels, it could lead to a serious breakdown in customer trust.

As businesses have adapted to these developments, expectations have risen. We as consumers want answers quickly. We want immediate access to real people. We want them to be aware of our situation and have solutions tailored to our specific requests. No matter how strong a staff member’s personal skills might be customers always expect more. Apologies and empathy may pacify the customer in the short term – be it face to-face or digitally – but it does not solve the whole problem.

To ensure truly content customers, those skills need to be complemented with the expertise that the customer ultimately wants. Frontline staff need to be empowered with support that genuinely makes their jobs easier while providing exemplary service.

It is no longer a numbers game. More customer service staff does not necessarily fulfil customer expectations. More informed, more efficient staff – that is the answer.

Embracing technology for an efficiency drive

With this digital age comes the need for customer service staff to be technologically equipped – with technologies that really benefit their capability to keep customers happy across the ever expanding list of communication channels.

For frontline staff, there are any number of queries that they could receive via a call, email or face-to-face enquiry. It is impossible for them to know every single answer to every single situation off the top of their heads, and they should not be expected to.

But that does not mean they cannot communicate some form of useful information to the customer. A vague response that delays things further – such as “I’ll have to go and find out” – hardly inspires confidence in the customer that the business is doing everything in its power to help them in a timely, effective manner. For staff on the frontline, understanding why an issue has happened is not easy; understanding why when they are only armed with basic summary information is even harder.

By utilizing holistic Complaints Management software, the frontline – and as a result the overall business – will feel considerable benefits. This is because it truly integrates the whole setup into a manageable and easily accessible format.

It gives staff the ability to provide customers with instant updates, rather than making them wait for an answer. If the problem cannot be solved instantly, the software can streamline the redirection of a customer complaint to the correct subject matter expert. Company-wide system updates within the software can provide clarity into how similar issues have been resolved – resolution information captured at first point of contact is logged, so the customer need not wait for an answer that already exists.

For large companies whose customer service teams are spread far and wide, this kind of streamlined internal communication is vital in driving complaints handling efficiency.

By investing in the right tools which improve the frontline’s effectiveness, it will prove to customers that company profits are being reinvested into areas that will be there to help them – eradicating any perceptions that the profits are simply lining the shareholders’ pockets.

Short-term action for long-term prosperity

Businesses need to separate themselves from the crowd, and doing so means investing in customer service that exceeds the competition. Consumers have never been better informed about the products and services they use, as well as their rights, and ignoring that will be to the long-term detriment of the company.

Simply hiring more customer service staff is not the solution to improving complaints handling efficiency. In fact, adding more components to an already inefficient system will go only go towards making things worse.

The key is to identify ways to make staff more efficient. This means implementing inter-connected software systems that allow greater detail to be captured, without disrupting a slick customer-facing experience.

There is no one-size-fits-all solution, but enhancing staff capabilities through a complaints handling restructure does not have to be costly, particularly in the context of the long term gains of doing so. By working with complaints handling management experts to tailor a software infrastructure that improves frontline customer interaction, businesses will gain customers’ trust – and acquire their loyalty for years to come.

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