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Net Promoter Community > European Conference Blog 2008 > Authors > LauraBrooks
 

Travel Counsellors is a company comprised of 900 travel counsellors in 7 countries with 20 years of experience.  They have experienced rapid growth in a very interesting marketplace; counsellors providing travel guidance out of their home offices.  Most of the motivation in being a travel counsellor is a) being well paid, but more importantly, b) getting recognition for helping and giving their customers successful, enjoyable trips.

 

 

Malcolm Hingley, Sales Director at the company, stated that "our success is our relationship with our customers, and that's what sets us apart from the rest."

 

 

The travel business has changed dramatically.  There are two components to it -- a relationship aspect as well as a transactional aspect.  Many travel businesses have traditionally focused on the transactional nature of travel, but it is a critical differentiator to also focus on the relationship (partnership) aspect as well.

 

 

It seems the travel industry in general has not established itself as a shining example of customer loyalty.  One statistic Malcolm reported was that 2 out of 3 customers would not return to their travel agency.  The reason, he said, is that many customers felt that these travel agencies were primarily out "take my money."  There was no interaction, they were only interested in the next customer.  He said other agencies' customers felt that there was no caring and that this was a very short term perspective.

 

Amidst this backdrop, Travel Counsellors was interested in engineering the experience quite differently.  Malcolm discussed the 12 golden habits.  Some of their findings were these gold habits had nothing to do with the sale, but about the unexpected moments that motivate customers to refer.

 

 

Of the 12 golden habits; it is really interesting that none of these are sales oriented.  As Malcolm put it, it was all about making the customer feel special.  Some of these include:

 

 

  1. Give the customers great reason to talk about you
  2. Have an emotional connection in everything we do; it is not enough to know about the transaction but to truly understand our customers' lives.
  3. OK sales people have customers, great sales people have friends.

 

 

I really liked this list, and especially its non-sales approach.  It focuses on the right thing -- the customer -- and not the transaction or sales event.  As well, it must make Travel Counsellors feel good that they are working toward this greater goal.

 

 

One of the things that Travel Counsellors also validated in the UK, was that NPS that was more relationship-oriented tended to produce higher scores, while convenience-based bookings through the Internet have the lowest recommendation rates.  These seemed to substantiate their 12 golden habits.  Travel Counsellors had on average a score of 82% while their competitors had much lower scores.

 

Travel Counsellor also introduced TCS (Travel Counsellor Score). They wanted to also validate the external study internally. They asked how likely is it that you would recommend your travel counsellor?  Notice that they altered the wording to be person specific, not about the company.  This was critical, because it was in fact that very personal relationship with the counsellor that they felt made the difference.

 

 

On this method they scored  94% on over 30,000 customers. To explain, Malcolm said that part of this score is based on their belief that there are no limits for what you could do for your customers.  He gave the example of one woman who owned a horse, and that she would personally ride out to each of her customers to deliver their tickets personally.

 

 

So what were some of the key messages from this presentation?  I'll summarize Malcolm's list:

 

  • Don't transact, relate.
  • Keep investing in the relationship.
  • Communication is key to keeping your customers engaged.
  • Make it personal. (This is a large part of the company's plan going forward.  One of the things that Travel Counsellors is doing is rebranding their marketing material around the name of the counsellor, so it is now person-specific.)
  • Don't oversell.
  • The power of 'thank you' is huge.

 

 

Toward the end of his presentation, Malcolm showed some great short videos in which customers gave feedback about their positive experiences with their counsellor. These customers were extremely real and enthusiastic in their praise. One thing (albeit many) that I took away from this presentation was the "make it personal" message. Travel Counsellors realized that their brand was really represented by their ambassadors; their counsellors. They were very savvy in recognizing that it was the individual personal relationships that mattered, even in terms of how they asked the recommend question. Thanks for an eye-opening presentation, Malcolm.

 

Click here to download the presentation.

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Alexsandra Alfonso, Senior Global Manager of Customer Experience Programs at Symantec, began her session by discussing the past 3 years of tracking Net Promoter at Symantec.  What was particularly interesting was the significant amount of change and transition that has happened in Symantec as a result of merger acquisitions, the largest of which was Veritas.  Alex compared and contrasted the before and after view of what this meant by revenue, acquisitions, employee portfolio, customer locations, and values.  Throughout these major transitions, Symantec was able to keep their core company values -- innovation, action, trust, and a customer driven philosophy -- intact.

 

 

Alex articulated Symantec's mission, which was to enable and empower individuals to create change in the business, to improve customer experience. I like this mission as it really brings together two key components in one mission statement, the employee and the customer.

 

 

Alex outlined the history of NPS at Symantec. She indicated that the primary concern early in 2005 was to establish a sound baseline, and from there, to look at key drivers and what impact these were having on the customer.

 

 

There were several program elements that Symantec focused on initially. One of these was a customer loyalty champion program. Employees from various business units who were passionate about customers were selected to participate. Their role evolved over time, but initially they focused on aligning products and process (not surprising given the amount of change through the merger process). Also, they focused on creating quarterly executive summaries of the results (these also transformed over time).  Finally, they realized that all employees needed to be aware of the individual role they played in customer loyalty.  Throughout this time, Alex mentioned that Symantec was more focused on operational issues and less focused on loyalty (meaning there were many competing priorities). They tended to operate from an internal point of view and perhaps lower executive involvement than they would have liked.

 

 

Today this has changed; Symantec has launched efforts around the "power of one, the power of the individual."

 

 

One of their biggest learnings from their early program was the importance of making individual business units accountable for the results.  Alex showed how their process has changed in terms of key improvement steps, which include insight, inform, action, and measure model. This happens in all areas of their complex key stakeholder relationships -- B2B, employee, B2C, and partner.

 

 

Symantec also realized that the customer loyalty champion was critical to making NPS success real.  The role has changed, though -- they are putting more structure, framework, and definition around the role, for ultimate success.  They've also reframed the executive summary process -- these now take place at the highest level and issues are really owned by the business.

 

 

Finally, employee awareness education has gone though huge change, by communicating through multiple mechanisms, including webcasts and online training, giving employees the power to make change and take action locally.  These awareness enhancements have enabled employees to participate in generating creative ideas to improve how Symantec operates.

 

 

Alex noted that now Symantec is focused more on business change and less on operational actions.  They rely on root cause analysis to really understand business change.

 

 

Their latest stage of improvement is now focused on named account surveys. This requires a very mature sales organization that has really bought in to the program. Symantec is using this feedback as part of an integrated account review process. Although there were some associated changes that had to be made, she said the benefits were huge.

 

 

Symantec has also implemented the Customer First Award. Employees are nominated quarterly, which helps drive attention around customer loyalty. I believe it is these grass root efforts that really motivate employees to focus on the customer.

 

 

NPS is now included as part of the executive compensation package at Symantec. Alex said that this action really helped solidify the belief that this was "serious." It made executives think that perhaps their staff was out of alignment with their goals, potentially pushing ownership of NPS downwards in the organization.

 

 

I thought one thing that was interesting was the clarity the company Chairman has on communicating what's important. There are 3 metrics -- NPS, market share, and ENPS (Employee Net Promoter Score).  The Chairman and COO recently delivered this message to all 5000 sales and marketing employees.

 

 

Some critical learnings from Alex:

 

 

  1. It is vital that employees understand the impact they have on the customer. To do so, you must connect individual behavior to the impact on the customer.
  2. The program must be owned by and driven from the top.
  3. Make it actionable and make it positive; both of which are critical to NPS
  4. Accountability and Reward; Compensation, if used appropriately, can help steer people in the right direction.
  5. Communicate -- This is perhaps the most critical. Communication cannot just be internal, customers need to understand this as well.

 

 

I thought this was a great presentation that connected the dots between customer and employee behavior.  As well, it was an honest look at a very complex organization that has gone through dramatic changes and has managed to keep the focus. I'm looking forward to seeing Symantec's future progression on this journey.

 

Click here to download the presentation.

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