Streamline Your Voice of the Customer (VoC) Process With Salesforce-Jira Integration
To succeed in today’s competitive market, achieving customer success and delivering value hinges on one key principle: truly listening to your customers and addressing their challenges.
This is where the Voice of the Customer (VoC) process comes into play. VoC is the systematic practice of capturing customer feedback to directly enhance products and elevate the overall customer experience.
Unlike traditional methods that focus on aggregated data, a well-executed VoC program zeroes in on individual customer insights, ensuring that feedback is not only heard but also acted upon. This approach closes the loop by responding to customers and showing them that their input drives meaningful change.
In this blog post, you will learn how the Voice of the Customer (VoC) process works and how Salesforce allows you to capture and manage customer feedback across various channels. You will also learn how an integrated Salesforce—Jira workflow can enhance the VoC process.
Let’s get started!
Understanding the Voice of the Customer (VoC) Program
The Voice of the Customer (VoC) process is an intricate and systematic approach to capturing, analyzing, and implementing customer feedback to enhance business operations and customer satisfaction. Here’s how:
1. It begins with collecting customer feedback through various channels such as surveys, social media, customer reviews, and support center interactions. A support center, for instance, analyzes case data to identify common issues and product feedback. The support staff also analyzes the tone of the cases to gauge customer sentiment and implement feedback from cases.
2. Once the feedback is collected, the next step is analyzing the data. Using Salesforce’s standard reports and dashboards is an effective approach to analyzing customer feedback. Tools like Tableau or Power BI can help you get in-depth insights into customer feedback. However, businesses today mostly prefer using Salesforce’s native tools, particularly for tasks such as sentiment analysis.
3. The final step is implementing the feedback. This means taking actionable steps to address the challenges of the customers. Companies close the loop by making improvements to products, services, and overall customer experience based on the feedback. Moreover, it is essential to communicate these changes back to the customers to show that their voices have been heard and valued.
How Does Leveraging Voice of the Customer (VoC) Enable Business Improvement?
Businesses can leverage the VoC process to drive continuous improvement and enhance customer satisfaction. By systematically listening to and acting on customer feedback, companies can refine their products and services to better meet customer needs and expectations.
For instance, Zappos, a shoe and clothing retailer, is renowned for its exceptional customer service, which is heavily influenced by its VoC initiatives. Zappos measures customer interactions and empowers employees to make decisions that create memorable customer experiences, such as giving “wow gifts” to express genuine care and appreciation.
Transform Your Voice of the Customer (VoC) Program With Salesforce Service Cloud
To truly understand and address your customers’ needs, a robust Voice of the Customer (VoC) program is essential. Salesforce Service Cloud offers a comprehensive solution to empower your team and transform your VoC efforts.
How Different Teams Can Benefit from Service Cloud:
First-Tier Customer Support
By using Salesforce’s case management system, the Support team can quickly log, track, and resolve customer issues. The automation feature in Service Cloud ensures that cases are routed to the right agents, reducing response time and improving customer satisfaction. Additionally, the integration with Salesforce Knowledge allows the Support team to access relevant articles and solutions to provide consistent and accurate responses for quick resolutions.
Technical Account Managers
Technical Account Managers can systematically track and manage bugs using Service Cloud’s robust case management tools. Service Cloud’s omnichannel routing ensures that these tasks are assigned to the right person at the right time, while collaboration tools like Chatter facilitate team communication and knowledge sharing.
Customer Success Managers (CSMs)
CSMs play a crucial role in using Service Cloud to manage cases, feedback, bugs, and sales opportunities. They can utilize Salesforce’s comprehensive customer view, which aggregates all customer interactions, feedback, and history in one place. This enables CSMs to proactively address customer concerns, upsell or cross-sell based on customer needs, and monitor the overall health of customer relationships. What’s more, Salesforce’s automation features help automate follow-ups and reminders, ensuring no customer query goes unattended.
Account Managers
With Service Cloud, Account Managers can seamlessly transition from customer support to sales opportunities. The platform’s integration with Salesforce Sales Cloud allows them to seamlessly transition from resolving customer issues to exploring new sales opportunities. They can track customer feedback and improvements directly in Salesforce, ensuring that customer voices are heard and acted upon. Additionally, Salesforce’s reporting and analytics features enable Account Managers to analyze trends in customer feedback and tailor their strategies accordingly.
Community
The Community team benefits from Salesforce’s Community Cloud (part of Service Cloud), which allows them to manage ideas and articles effectively. They can create and monitor customer communities where customers can submit ideas, ask questions, and share knowledge. Salesforce’s robust analytics tools enable the Community team to Track which articles are most helpful and which ideas are gaining traction to ensure content remains relevant.
Integrating Salesforce and Jira for a Seamless VoC Process
Unified Data
Salesforce-Jira integration ensures that customer feedback, support tickets, and development tasks are all accessible from both Salesforce and Jira. This unified data approach provides a comprehensive view of customer issues and requests, facilitating better decision-making.
The integration also allows real-time data syncing, ensuring that all teams have access to the most up-to-date information and data silos and discrepancies are prevented.
Improved Collaboration
Integrating Salesforce and Jira enables cross-functional visibility. Customer-facing teams (Customer Support, Sales, and Client Success) and development teams can view and track the status of customer issues and requests seamlessly. This visibility fosters better communication and understanding across departments.
Moreover, the integration enables the creation of automated workflows that route feedback and issues from Salesforce to Jira. This streamlining reduces manual effort and ensures that tasks are assigned to the right teams promptly.
Faster Resolution Times
By linking customer feedback in Salesforce directly to Jira issues, development teams can prioritize and address high-impact areas more effectively. This direct link between customer feedback and development tasks accelerates issue resolution.
Customer-facing teams can receive real-time updates on the status of issues and feature requests, enabling them to provide timely and accurate information to customers. This responsiveness enhances the customer experience.
Enhanced Reporting and Analytics
Salesforce-Jira integration allows you to create comprehensive reports. These reports provide insights into the entire lifecycle of customer feedback, from capture to resolution, helping organizations identify trends and areas for improvement.
Organizations can track resolution times, the number of issues resolved, and customer satisfaction scores to assess the effectiveness of the VoC process and make data-driven improvements.
Customization and Scalability
Integrating Salesforce and Jira allows you to deliver tailor-made solutions to meet specific business needs and ensure that the workflows, data mappings, and reporting align with organizational requirements.
As the volume of customer feedback and development tasks grows, the integration can be scaled to handle increased data and complexity, ensuring that the VoC process remains efficient and effective.
Sinergify, a Salesforce-native solution, enables custom development and automation using data from business-critical tools such as Salesforce and Jira.
It enables a two-way flow of data and auto-sync comments and attachments between the two platforms, centralizes updates on the Salesforce and Jira side, and ultimately enhances the VoC process.
Key Takeaway
Businesses should know their Voice of the Customer (VoC) to understand their needs and expectations towards your business. Building an effective VoC program can help you capture a customer’s voice, analyze multiple touch points in the customer lifecycle, and resolve their challenges in real time.