Third Idea Consulting

[Disclosure: RightNow flew me out to its annual summit and paid for my meals and lodging. The following represents my informed opinion, provided without request by the organization or anybody else.]

There are a few really huge names in CRM, but sometimes it’s the not-quite-as-huge names you need to look out for. While it would be disingenuous to suggest RightNow Technologies is anything other than big, the company is often overshadowed in the media by certain others (I’m thinking of Salesforce.com) that are more adept at controlling the conversation. I’d like to evaluate the offerings and the messaging of RightNow, divorced as much as possible from comparison to its rival.

I’d really like to do that, but I’ve got to be honest—I’d probably have to give up the attempt at some point. While RightNow doesn’t define itself in terms of Salesforce.com, and its messaging places Salesforce as one of many competitors depending on the specifics of the engagement, Marc Benioff’s billion-dollar-plus concern is the first name most people think of when considering CRM in the cloud, socially enabled or otherwise. If there’s any company to compare to RightNow, it’s that one.

If time weren’t a factor, I’d delay this post until after Dreamforce—Salesforce.com’s annual convention—early this December, and put the two companies head-to-head the way I did with Sage and Nimble. Waiting six weeks or more isn’t a great plan either, and it would let my fresh thoughts go to waste in the interim. I want to be fair to both companies, so here’s my plan: I will tell you about RightNow as planned, and revisit the topic after Dreamforce to provide updated insight on Salesforce.com. Both teams get a turn at bat, and players on either one are welcomed to comment and argue.

RightNow comes from a contact center background, and it shows in its approach to CRM. The message is about customer experience as enabled by CRM; CEO Greg Gianforte says the company’s mission is “to rid the world of bad experiences.” He doesn’t shy away from the CRM moniker, though, as many other vendors have done. Customers spend most of their lifecycle in the hands of customer service (what a surprise!), so it seems natural to base a CRM effort there. I respect this approach, though the history of CRM is sales force automation (SFA), something that’s clearly in Salesforce.com’s DNA. If businesses exist to sell products and services to customers, SFA is what you want. If businesses exist to serve customers, then you start in the contact center with customer service and support.

I need to check my dates and figures to be sure, but I think Salesforce.com was the first company, at least in this group of two, to make social media part of its message. The AppExchange is a community-driven marketplace, there are Salesforce integrations with social media such as Facebook and Twitter, and much of the newer functionality of Salesforce CRM uses a social networking model for internal communications. RightNow followed soon after with CX Suite, which integrates social media with everyday customer-facing processes. The companies have similar capabilities if you pick the right modules and options, with RightNow providing more reporting depth but Salesforce having the edge in dashboard presentation.

That said, the two companies have a very different approach to integrating social CRM. Salesforce has, for a long time now, presented itself as a toolbox or model kit. If you want live integration with your customers on Facebook, there’s a module for that. Want to rank and discuss enterprise content? You can do it. And if it isn’t available as a core piece of Salesforce CRM, you can get it on the AppExchange. RightNow CX Suite is also a toolkit, but it assumes you want to get close to your customers from the outset. Where Salesforce says, “You can do this if you want,” RightNow asks “Why aren’t you doing this already?”

One of the places the difference between RightNow and many of its competitors is clear is their customers. Now, everybody has great customer success stories—if you can’t get that in the CRM industry, you won’t last long—but RightNow’s feel different, in a good way.

With Salesforce.com, and every other vendor for the most part, the customers we get to interview feel like they’ve been prepared. They all have bullet points to hit, and specific ROI results they want to mention. (Note: When a writer is planning a case study, these things are important, so it’s not like I dislike specifics. But in a general purpose interview, it’s not as necessary and can even be distracting.) In Salesforce.com’s case, it’s important to have this kind of preparation, as that company tends to announce a lot of new features and options multiple times before they’re generally available, and then there will be follow-up press releases to remind us that module X has been out for a while. If Salesforce doesn’t vet its reference customers, there’s a fair chance the interview will go off the rails because we’re talking about different things.

RigtNow’s customers aren’t prepped much, if at all, because RightNow doesn’t have a never-ending list of preannouncements. I spoke with two great RightNow customers at the recent summit, Kim Rundleof Organic Valley and Rich Brecht of J&P Cycles. In both cases, the conversation was as natural as if we’d just met at a networking event and decided to talk about CRM. Well, it felt kind of like that, but with way more enthusiasm. This is how it is whenever I talk to a RightNow customer; I had an informal chat over lunch with Boyd Beasley of Electronic Arts, and it was a very similar experience. Each representative had things they liked, frictions with some stakeholders, and hopes and plans for what to do with their RightNow system in the future, but it all felt natural.

This difference in RightNow’s and Salesforce.com’s approach to customers is indicative of deeper differences in how the two companies deal with messaging. I’m going to come right out and say that Salesforce.com controls the conversation when it comes to SaaS CRM. They announce constantly, keeping their initiatives fresh in our minds. The press releases are usually worded dynamically, so you won’t dismiss them right after you start reading. And Salesforce.com is at the stag where each announcement is for a discrete element of the overall solution, so you know what you’re getting.

By contrast, RightNow is very low-key about its announcements. Typically, there’s an announcement that something is in development, and the next time you hear about it is the GA press release. Whatever the new item is, it’s always presented as an update to the existing RightNow suite, since users of RightNow seem more likely to use the whole thing than the typical Salesforce mix-and-match approach. RightNow also has terrible luck with timing, because its announcements are usually either preceded or followed immediately by a piece from another vendor. It’s usually Salesforce, so I think that’s a matter of strategy and a loud voice combining to good effect. This means that the RightNow story—both the specific product-related one and the “company narrative”—can become lost if the journalist or analyst doesn’t stay focused on it. I’ve found it difficult to do, and I’m aware of the issue; others who aren’t as clued in have little hope.

That’s it for Part One. I’m looking forward to reacquainting myself with Salesforce.com’s side of the story this December.

You may have already heard the announcement from June 3 about Sword Ciboodle using SAS Realtime Decision Manager (RDM) analytics in its new contact center application, Ciboodle One. If not, you have now. I’d have told you about it sooner, but I didn’t get the official briefing until today—I couldn’t share what I knew until then.

The curious can see Ted Hartley, chief channel officer for Sword Ciboodle, talk about the combined SAS RDM/Ciboodle One value proposition here.

According to Ted (he’s a friend, so I can use his first name), Ciboodle was approached by SAS about six months ago seeking a business application to support with its RDM technology. Around the same time, the Ciboodle boffins were thinking of how to create a more compelling experience in the contact center. Faster than you can say “you got your chocolate in my peanut butter,” the two companies were coding up a system to use existing data to increase the comfort level of customers at the point of contact. Ted says it’s a continuation of the focus on voice of the customer, but now getting into the mind of the customer.

The result is likely to be a new high water mark in customer intelligence and frontline service. SAS is the first name in analytics, and Ciboodle has one of the sweetest CSR agent desktops I’ve seen. With SAS handling high-level intelligence and pushing the results to the Ciboodle desktop, agents can have a better sense than ever before of who they’re talking to. This means better routing, less repetition, and smarter cross-sell/upsell. Most importantly, the agent sees the customer’s history, recent activities, and attitudes so there is a basis for communication—it feels like a relationship, not just a transaction.

The SAS-powered Ciboodle One is rolled out in North America presently, but according to Ted the SAS salespeople in other regions are already calling to ask for the partnership to be extended further abroad.

There’s been a lot of maneuvering going on in the CRM space (as I noted at the tail end of this post), especially where business intelligence meets customer service and social CRM. There’s more to the story in development as you read this, so my lips are sealed until things become official. All I can say is this: The contact center is the natural home for social CRM, and a social engagement model that uses serious analytics is bound to make a difference if somebody can develop one. Stay tuned.

It has been a busy couple of weeks for followers of CRM, Social CRM, and all that goes along with it. I haven’t got my head around all of it yet, but I’ll provide a handy link-dump at the end of this post to give you some starting points. It’s good to know that even when there’s more happening than I can reasonably cover, I can always link to my friends.

I’ve just returned from BPT Partners‘ Social CRM Summit (search the hashtag #scrmsummit to see some of what went on) where I had a great time refreshing and expanding my skills. Paul Greenberg—friend, mentor, mensch—was at the helm as usual, and it never ceases to amaze me that he always has something new to say on the topic of social CRM.

I don’t want to say too much about the specifics, since this is professional development and I need to be able to sell the result of what I’ve learned instead of giving it away, but there was a lot of emphasis on usable business strategy. A few years ago, social media strategy for business amounted to, “Get involved now, because this is gonna be huge.” It was good advice in 2006, and it’s still good, but we’ve had a lot of time to refine our techniques since then. With the addition of social media monitoring and analytics, it’s possible to make a really solid business case for SCRM adoption.

Catching up with friends and meeting new ones is always a benefit at events like this. Brent Leary even showed up—the trip from his neck of the woods to ours wasn’t trivial, even if it was in the same state—to say hi and let me talk smack about his alleged free throw skills. There was an escalation, and something tells me we (along with Mike Boysen, Mitch Lieberman, and others) will be putting it on the line to shoot from the line in the near future for bragging rights. I don’t care how bad I do, since basketball is my anti-sport, but as long as I outscore Brent I’ll be happy.

A few days before heading down to Atlanta (actually Kennesaw, which is near Atlanta in the same way that Northampton is near London), RightNow Technologies held a launch event here in New York for RightNow CX. I provided a lot of my thoughts on the company’s new social platform in October, but I want to reiterate that this looks really good. While history may show that CRM got the most traction among sales professionals, today’s customer-driven social CRM has a natural starting point in customer service and support. RightNow, with its contact center pedigree, is definitely one to watch here They’ve got some great customers, including CBS Interactive, Match.com, MySpace, and Aircell (the gogoinflight people), that show off what a natural fit SCRM is when grown in contact center soil.

A few days prior to that, I took a call with Clare Dorrian of Sword Ciboodle to discuss the company’s direction and new offerings. Ciboodle is more of a traditional CRM vendor (which is fine), serving larger enterprises. It also has strength in the contact center—I love the look of Ciboodle One, its new unified agent desktop—and is further building out its work flow and Web self service capabilities to capitalize on that. I just got hold of some of Ciboodle’s customer case studies, so that should give me some fun reading over Memorial Day weekend. (That’s not as sarcastic as it sounds; I have genuine interest in some concrete examples of how the company is helping businesses.)

And now the link dump. Actually, it’s more of a shout-out to two of my friends, but since they write so much and so well, it can serve both purposes.

Denis Pombriant (previously mentioned here) has been extra-prolific with his blogging lately, with a lot of coverage from Sage Insights among other things. Wish I could’ve been there, but this is the next best thing. See all of his May content here.

Ray Wang, now of Altimeter Group, got to see what was up at SAPPHIRE 2010, the big annual SAP conference that I would also have loved to attend. He’s also been banging out a lot of news coverage, especially where acquisitions are concerned (SAP and Sybase, IBM and Sterling Commerce, Lithium and ScoutLabs, Attensity and Biz360). See his blog here.

Here in the Northeast (New York to be precise) we’ve just had our first big winter storm. It wasn’t as bad as predictions threatened, but it’s still made a mess of things. Ice and snow are now part of our daily lives, along with puddles of slush and people who seem to forget (or to never have learned) how to drive, walk, or operate a thermostat when the weather turns ugly.

As with most big cities, we rely heavily on public services, and even more so when it’s time to dig out from under a snow storm. Unfortunately, those services are among the last strongholds of people who don’t know how to listen to or care about customers. Make no mistake: Citizens are customers of their municipalities, and we’re not always served appropriately.

To be fair, bad weather makes life harder for everybody, including plow drivers and the transit workers who keep the subway stations free of ice. We’re also short on funds to pay for emergency crews. Still, I’ve been noticing an attitude of “I don’t care” this year, and because of the situation it’s hard to provide feedback in a timely and effective manner.

Some of our subways stops are above ground (crazy, isn’t it?) so they receive a heavier load of snow and ice. The steps leading up to the platforms are metal clad, which makes them incredibly slippery when wet. In my travels these past few days I’ve seen a number of stairwells at busy and not-so-busy stops that haven’t been shoveled, swept, salted, or even sanded. Slippery stairs plus impatient people plus city property equals hundreds of potential personal injury claims against a town that can’t really afford to pay. But nobody’s saying a thing, because if we’re using those stairs then we’re on the way to or from someplace, and it’s too cold and miserable to stop.

Yesterday afternoon I watched a snow plow try to make a right turn while a woman pushing a stroller was trying to cross the street. The plow (which had to start from a dead stop) essentially chased the woman out into the middle of the intersection in order to make the turn. But nobody said anything, because it’s cold, and everybody’s on the way to someplace else, and there isn’t a good way to chase down a snow plow on foot.

In both cases, and many more, the incidents get pushed to the back of one’s mind after a while because there’s something else to think about, and no lasting proof, and ultimately nothing gets done. But it doesn’t have to be that way.

If you’ve been keeping up on this whole social CRM thing, you’ll have seen the powerful effect that a photo or a short video can have in motivating corrective behavior when a company screws up. We need to remember that city services are a business, and we’re its customers, and we should hold the city to the same standards of responsibility with the same threat of ridicule. We’ve all got cameras on our mobile phones nowadays (at least many of us do, and the rest are expecting one this Hanukkah-Christmas-Kwanzaa-Solstice-Festivus). So just do what you’d do if your local big box merchant drops the ball on safety and service: Take picture, shoot a video, get it online ASAP. Tweet the incident to your friends and family. Blog about it. Be responsible customers, so that the city can be a responsible entity—or be held responsible.

I’m not advocating playing gotcha with city governments. We’re already far too prone to try and squeeze money out of government in this overly litigious society of ours. This is not about blackmail. This is about making those who watch out for us do what’s right.

Other than that, things are pretty good, and I hope all of you can say the same. Have a happy, healthy, safe holiday (whichever one it is for you), and try not to get too stressed out.

I was thinking today about the similarities between bad CRM practices and owning cats. I realize that telling you this and then writing about it may hurt my credibility, but (1) it’s true that I was thinking this and (2) I am really tapped for better ideas today, so here goes.

The dialogue, if you can call it that, between cats and their owners is mostly in one direction. I buy a new toy or type of food for the cats, and then try to interpret their interest—marketing. We don’t speak the same language, just as businesses often don’t think of a successful product in the same way a customer would.

Once I’ve started the marketing campaign, the next step in KRM (Kitty Relationship Management) is trying to close the deal, turning up the pressure in order to sell the cats (their names are Cookie and Dr. Harbl, in case you were wondering) on the wonders of these new rawhide mice, or frozen raw venison burgers, or whatever. Again, the success or failure of my efforts is dependent on factors I can neither predict nor understand. In time I might develop some insight to what these particular cats prefer, but I can’t necessarily communicate that information to somebody else, nor can I apply it to other cats.

Kitty customer service? Again, failure to communicate is the order of the day. I am prepared to respond to certain requests from my cats, so every time they provide input I try to interpret it in light of those expected requests: feed me, pet me, or clean the litter box. It took a while to learn that last request, mainly because my own data told me I was doing an adequate job. If I’m not doing what the cats want, they have limited means for setting me on the right track, and if they don’t lodge some kind of protest, I continue with what I’ve been doing.

Good CRM, especially the social kind, is like speaking cat language. Maybe that doesn’t sound like a ringing endorsement, but trust me—it’s huge. If you’ve ever had a cat deposit its “customer feedback” on your laundry bag, you’ll agree.

When budgets are tight, businesses tend to focus on cutting costs and reducing expenses. This usually leads to reticence on the part of executives to spend for new or upgraded business technology. Sadly, this is a case of being penny wise but pound foolish, if the figures reported in a recent study are to be believed. Billions of dollars are slipping through the fingers of companies who deliver poor customer service, and a lack of good CRM is one of the causes.

“The Cost of Poor Customer Service: The Economic Impact of the Customer Experience and Engagement,” a joint study by Ovum and Greenfield Online (commissioned by Genesys Telecommunications Laboratories) surveyed nearly 9,000 consumers in 16 countries. It revealed that lost relationships—defined in the study as transactions taken to a competitor or abandoned entirely—cost businesses $338.5 billion per year. That works out to about $243 per loss, according to the study. So if somebody ever says, “So what’s one customer more or less,” now you can tell them. For complete reporting, see the destinationCRM.com article by Christopher Musico.

Certainly, poor business processes and a lack of understanding of how to best relate to customers take part of the blame, but everything cited in the study as needing improvement—being trapped in automated self-service, waiting too long for service, callers having to repeat themselves, and customer service representatives lacking the skills to answer inquiries—everything can be remedied by smart use of CRM technology. Here’s a list of the traditional solutions to these problems:

• Trapped in automated self service? This one is easy, even anti-tech: Make sure there’s a way to escalate from the IVR to a live agent. Call deflection has value only if customers are getting the help they need. A timer or tracker that follows a customer’s call and lets a customer service rep break in with live service if the call goes too long or revisits the same menu too often would work if the company (foolishly, in my opinion) doesn’t want a “press zero to speak to an agent” option.
• Waiting too long? There are more than a few on-demand contact centers out there, as well as software that allows companies to direct their call overflow to work-at-home agents who can help absorb the volume. Take your pick.
• Callers having to repeat themselves? This makes me sad, because even simple integration between the CRM system, the IVR, and the agent’s desktop takes care of this, 100 percent. I can’t believe it’s still an issue.
• Representatives lacking the required skills and permissions? A well-stocked and -maintained knowledgebase means that your customers don’t have to suffer for gaps in a particular agent’s expertise. E-learning tools help agents stay current on important information. Not penalizing an agent for handing the call off to somebody who does know how to help, rather than flailing uselessly at a problem, is also wise.

Those are the usual ways to deal with the issues brought up in Musico’s article. It also mentions social media as a potential problem solver. I don’t deny the closing statements of the piece, where Ovum analyst Daniel Hong says it will take some time to get businesses comfortable and proficient with social CRM, but the investment of time and money must be made. It’s been shown that fellow customers are often better at solving some problems than a CSR, so answers are provided for free without costing agent time. Answers generated by the community can be added to the company’s knowledgebase, and over time this feedback can help fix issues with the next product or service in development. That sense of shared experience also makes for loyal customer advocates, which is money in your pocket.

Basic integration has been too long in coming for too many businesses, so perhaps the study will show them the true cost of delay. I hope they remember the social CRM part of the integration as well—bringing businesses into closer and more productive contact with their customers.

I’ve just spent (and am still spending) a busy and informative demi-week at the RightNow Summit in lovely Colorado Springs, and I’m glad I came. Greg Gianforte and company are doing some very smart things.I’ve dinged RightNow in the past for sometimes lacking in effective media/analyst outreach, but that appears to no longer be the case, and the timing is excellent.

The reason for my enthusiasm is that RightNow’s message of customer experience is now a product and a strategy, CX. The social CRM and SaaS stars are finally in alignment, and the RightNow CX customer experience suite that Greg G. announced on Tuesday was born under those auspices. My tweets from that morning’s general session will give you some idea of what RightNow CX is all about, but I’ll summarize it here in a more coherent fashion. I’ve got to rely on text because I’m having trouble getting slides to work, but bullet lists are clear enough.

From the ground up, there are five main components of RightNow CX, each containing part of the package. RightNow CX Platform is the technology that supports the traditional CRM functions of RightNow Engage, which in turn supports the three customer experience components (Web Experience, Social Experience, and Contact Center Experience). Thus,

RightNow CX Platform

• Knowledge management
• Integration
• Mission-critical SaaS (more about this later)

RightNow Engage

• Marketing
• Voice of the Customer
• Sales
• Analytics

RightNow Web Experience

• Customer Portal (including Web self-service and mobile)
• Chat and Co-Browse
• Email Management
• Web Experience Design

RightNow Social Experience

• Support communities
• Innovation communities
• Cloud monitoring
• Social experience design

RightNow Contact Center Experience

• Phone and multichannel interaction management
• Case management
• Voice automation
• Contact center experience design (including desktop workflow, agent scripting, and contextual workspaces)

Mission-critical SaaS includes something the company is calling Invisible Updates, with elimination of downtime as the goal. The concept appears similar to Salesforce.com’s 5-minute upgrades, but RightNow is aiming for true seamlessness. It also prides itself on having always provided service level agreements with teeth—the company cuts checks for its customers when downtime exceeds what’s spelled out in the SLA. It’ll be fun to see how the two rivals stack up in this matter.

A lot of the new customer experience functionality, especially the knowledge base and Social Experience parts, are the fruit of RightNow’s acquisition of HiveLive in September of this year, followed by what must be the fastest assimilation of technology since Star Trek introduced the Borg. A six-week turnaround from acquisition to deployment was unheard of before this, as far as I know.

RightNow takes the position that customer experience is everything, and is making “ridding the world of bad experiences” its goal. The path to achieving this leads through the contact center, and recognizes the power of the customer to make or break a business no matter how good the products might be. Numbers from the 2009 Customer Experience Impact Report (commissioned by RightNow from Harris Interactive) back this up:

• 86% of consumers will never go back to a company after a bad customer experience
• 60% will always or often pay more for a better customer experience (up from 58% in 2008)
• 82% who had a bad customer experience told others about it (up from 67% in 2006)
• 53% will recommend a company to someone else because they provide outstanding service

To illustrate the potential impact of one bad experience, we were treated to one more showing of the “United Breaks Guitars” video—but with a twist, because Dave Carroll (the creator) took the stage partway through to finish out the song and give us a first-hand account of his experiences. As he finished up, he revealed what I’d call PR gold for him and RightNow: Carroll’s only option for getting to the conference was to fly United, and the airline lost his luggage. If you listen carefully, you can hear United’s market capitalization dropping even further than the $180 million attributed to the initial incident.

If RightNow CX Platform is as good as it looks, and the company is true to its word, 2010 could very well be RightNow’s year. Every single one of Greg G’s customer visits in the past three to four months (he’s done more than 300 customer visits in the past 18 months) has had social CRM as a focus—driven by the customers, pulling RightNow into the conversation. That’s encouraging to me, since I’d hate to have established a practice in a field nobody cares about.

You’ll also be glad to know that I am now officially Huge On Twitter, at least as far as the PR team from Horn Group and RightNow Technology is concerned. I hope to continue living up to the accolade.

Hey folks: I’m at a conference with functioning WiFi! It’s RightNow Summit ‘09, and we’re just a few minutes away from the opening address. Look for my live updates on Twitter, and a full account of the news later today. Anything I don’t get, you should be able to learn from Christopher Musico of CRM magazine, Esteban Kolsky, or Forrester Research’s Dr. Natalie Petouhoff.

Yesterday I had a quiet lunch with Marc Benioff and 300 of his closest friends at the Mandarin Oriental Hotel in New York, off Columbus Circle. Well, maybe it wasn’t exactly quiet, and I don’t think Marc actually ate anything, but the fact is he was there. So was a large chunk of the Salesforce.com management, several partners, and a lot of customers.

The purpose, I think, was to get some excitement going for the Dreamforce conference next month in San Francisco. Discussion centered on developments in Service Cloud 2, the company’s social CRM approach to the contact center.Much of the presentation was covering stuff I already knew about, such as the various parts of Service Cloud and the partnership with Cisco that lets Salesforce.com be part of a unified communications environment. Since the audience wasn’t exclusively press and analysts, I have to assume the goal was to put all the information together for the public to show that SFDC will probably be making a major push for contact center business.

One truly new thing (to me, at least) was the announcement of five-minute upgrades. Contact centers can’t afford downtime, and one of the things that has held back adoption of SaaS contact centers systems is the lack of control over when that downtime hits. SFDC will be able to update its customers’ instances in minutes instead of hours, which should go a long way toward making it a more attractive option. Integrating with Cisco, a respected force in communications technology, doesn’t hurt either.

The event may have answered the “what is Salesforce.com up to?” question for most of the attendees, but it created more questions for some. A few of us (CRM magazine’s Josh Weinberger and Yankee Group’s Sheryl Kingstone) were wondering what the threshold is for SaaS update speed. Is it five minutes? Two minutes? Thirty seconds? More important, we couldn’t figure out how the partnership will make SFDC its next billion dollars. Josh spent a good half hour grilling Alex Dayon (senior VP of customer service and support products) about how SFDC and Cisco could each profit from the arrangement—they’re splitting a relatively small pie.

It’s not my biggest worry how they earn their bread. I’m more interested in them making social CRM in the contact center work for customers as well as businesses. When viewed from that perspective, Marc’s got an exciting product to roll out, and I’ll be watching closely.

Disclosure: I have some stake in this discussion, since I will be part of a panel at Dreamforce on Why Collaboration Between Sales and Service Is Imperative in Today’s Economy. If you’re in town, the session is Thursday Nov. 19 at 2:30pm.

More about this as it develops. Tonight, I’m out to dinner with Tealeaf and a roomful of people to hear the results of the 2009 Survey of Online Consumer Behavior. The state of online customer experience is our topic for the evening, and you just know I want to get the details.

It’s time for me to take out some of my rage and indignation on a retailer. It’s one of my favorite pastimes. To be fair, I must say that the company in question—Best Buy, in case you couldn’t figure it out from the title of this post—provided the product as requested, at the expected price, with a minimum of delay once the problems I’m about to describe were cleared. The problems encountered will probably not prevent me from buying from Best Buy again. That said, the customer experience left a lot to be desired, and here’s why.

I found myself in the market for a new notebook PC—the first one I’ve personally owned, as I’m a desktop aficionado and always received laptops from employers. My ability to travel to industry events and client sites (and do anything useful once there) would be seriously curtailed by not having portable computing power. Not wanting to spend a fortune, but neither wanting an incomplete machine (netbooks aren’t my thing), I researched the best balance of power and price. I found this, the Asus K50IJ-RX05. The only place to acquire one at the $499 price point was Best Buy.

Problem 1: finding the product. I consulted Bestbuy.com to see if either of the two “local” stores (local meaning 20-30 minutes on a bus) had my machine in stock. Neither one did, of course, so I called the first and asked whether it would be restocked soon or if I could order one. Five minutes later (after being placed on hold twice) I was told that I couldn’t, with no explanation why. A call to the second had the same result, but with some added info: The one I wanted had been discontinued—or so they said; it’s still listed on the Asus site—and the service person didn’t know what model had replaced it. She suggested I try asking around at the stores in the Bronx because they might have one or two in stock. No offer to check for me; no offer to ship the unit to her store.

Of the two Bronx locations, one was nearly twice the travel time, so I naturally chose the nearer one. I called the store. No answer. I’m not talking about no answer after pressing 3 to speak to a sales rep; no pick up at all, like they didn’t have an IVR installed. That’s inexcusable. In a moment of desperation, I tried to contact the horribly-named Twelpforce, Best Buy’s assistance line on Twitter. By the time I heard back from a twelper, or whatever they call themselves, I’d already figured out how to order online for in-store pickup—significant because the first few attempts failed, since the function doesn’t work properly unless you start from the right place on the site—and decided to bite the bullet and go to the Bronx store.

Problem 2: verifying quality. Jump forward to my arrival at the in-store pickup counter, skipping over the time spent waiting for not one but two confirmation emails (both of which I was told were necessary), the 45 minutes or so on the subway, and the difficulty navigating a horribly designed suburban mall. The store was not busy, probably the emptiest I’ve ever seen a Best Buy, but there was still a waiting line at the service desk. Fair enough, just bad luck on my part.

The difficulty came in trying to figure out whether the computer—with Windows Vista installed—was qualified for the free upgrade to the new Windows 7 operating system when it becomes available in October. I wanted to be absolutely sure what I was getting myself into, because while I have learned from long experience to never use the first release of a new OS if I can avoid it, I have no desire to use Vista; dealing with it for a few weeks or a month is acceptable if I get the free upgrade, otherwise I’d dump the whole thing in favor of a Linux distro. The in-store display said yes, the salesperson said no. It took a further 10 minutes of delay before a Geek Squad guy walked over and opened the box, revealing the upgrade offer within like Charlie’s golden ticket.

Problem 3: taking the survey. So in the end, I got home with the computer, a carrying case, and a mouse. All over, right? Wrong. This morning I got the follow-up email asking me to take a brief online survey about my in-store pickup experience. Fine by me; I don’t mind answering surveys about products or services I’ve used, at least within reason.

The brief survey turned out to be 32 questions long, actually longer because a yes or no in the right place would insert one or more conditional questions to clarify the answer. The survey tech was provided by ForeSee Results, but I’m willing to bet they had nothing to do with designing the survey itself. First of all, I’ve spoken with ForeSee people before, and they’re the first to tell you that the value of a customer experience survey decreases with length.

They’ll also tell you that, to assess customer satisfaction, you should ask relevant questions. There were some, but plenty that weren’t. If the survey is specifically for in-store pickups, why bother rating my opinion of the shipping costs? How is “Please rate the degree to which the order received matched the order placed” a different question from “Please rate the accuracy of your order”? If you’ve already had me rate the degree to which the experience matched my expectation on a scale of 1 to 1o, is there a point in asking the same question in yes/no format later? By the time I reached the bottom of the survey page, I was starting to regret taking it. None of the questions addressed how I felt about the experience, or asked what I’d change. In short, there was nothing that captured the voice of the customer in a way that will affect anybody’s shopping experience.

Was I satisfied with my overall Best Buy experience? Well, I got the item I wanted at the price I expected, and found some accessories to go along with it, so in that sense I was satisfied. But it was clear that I was nothing but a source of revenue for the company; I was not treated like I mattered for anything but the numbers on my credit card. Poor-to-nonexistent integration between store locations, marginally helpful staff, and a useless survey left me flat. I’ll use Best Buy again, but mainly because it is the only real choice nearby for consumer electronics. I wasn’t a lover of Circuit City, but at least when it was still operating there was a choice, and the hint of competition made both stores try harder.