Customer Service
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Today, Zendesk announced it has hired three new executives — Elisabeth Zornes, former general manager of global support for Microsoft Office, as Zendesk’s first chief customer officer; former Adobe executive Colleen Berube as chief information officer and former Salesforce executive Shawna Wolverton as senior vice president, product.
The company emphasized that the hirings were about expanding the executive suite and bringing in top people to help the company grow and move into larger enterprise organizations.
From left to right: Shawna Wolverton, Colleen Berube and Elizabeth Zornes
Zornes comes to Zendesk with 20 years of experience at Microsoft working in a variety of roles around Microsoft Office. She says that what attracted her to Zendesk was its focus on the customer.
“When I look at businesses today, no matter what size, what type or what geography, they can agree on one thing: customer experience is the rocket fuel to drive success. Zendesk has positioned itself as a technology company that empowers companies of all kinds to drive a new level of success by focusing on their customer experience, and helping them to be at the forefront of that was a very intriguing opportunity for me,” Zornes told TechCrunch.
New CIO Berube, who comes with two decades of experience, also sees her new job as a chance to have an impact on customer experience and help companies that are trying to transform into digital organizations. “Customer experience is the linchpin for all organizations to succeed in the digital age. My background is broad, having shepherded many different types of companies through digital transformations, and developing and running modern IT organizations,” she said.
Her boss, CEO and co-founder Mikkel Svane, sees someone who can help continue to grow the company and develop the product. “We looked specifically for a CIO with a modern mindset who understands the challenges of large organizations trying to keep up with customer expectations today,” Svane told TechCrunch.
As for senior VP of product Wolverton, she comes with 15 years of experience, including a stint as head of product at Salesforce. She said that coming to Zendesk was about having an impact on a modern SaaS product. “The opportunity to build a modern, public, cloud-native CRM platform with Sunshine was a large part of my decision to join,” she said.
The three leaders have already joined the organization — Wolverton and Berube joined last month and Zornes started just this week.
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Salesforce has been talking about the Internet of Things for some time as a way to empower field service workers. Today, the company announced Salesforce IoT Insights to deliver automated IoT data to service technicians in the field on their mobile devices.
Once you connect sensors in the field to Service Cloud, you can make this information available in an automated fashion to human customer service agents and pull in other data about the customer from Salesforce’s CRM system to give the CSR a more complete picture of the customer.
“Drawing on IoT signals surfaced in the Service Cloud console, agents can gauge whether device failure is imminent, quickly determine the source of the problem (often before the customer is even aware a problem exists) and dispatch the right mobile worker with the right skill set,” Salesforce’s SVP and GM for Salesforce Field Service Lightning Paolo Bergamo wrote in a blog post introducing the new feature.
Customer Service Console view. Gif: Salesforce
The field service industry has been talking for years about using IoT data from the field to deliver more proactive service and automate the customer service and repair process. That’s precisely what this new feature is designed to do. Let’s say you have a “smart home” with a heating and cooling system that can transmit data to the company that installed your equipment. With a system like this in place, the sensors could tell your HVAC dealer that a part is ready to break down and automatically start a repair process (that would presumably include calling the customer to tell them about it). When a CSR determines a repair visit is required, the repair technician would receive all the details on their smart phone.
It also could provide a smoother experience because the repair technician can prepare before he or she leaves for the visit with the right equipment and parts for the job and a better understanding of what needs to be done before arriving at the customer location. This should theoretically lead to more efficient service calls.
All of this is in line with a vision the field service industry has been talking about for some time that you could sell a subscription to a device like an air conditioning system instead of the device itself. This would mean that the dealer would be responsible for keeping it up and running and having access to data like this could help that vision to become closer to reality.
In reality, most companies are probably not ready to implement a system like this and most equipment in the field has not been fit with sensors to deliver this information to the Service Cloud. Still, companies like Salesforce, ServiceNow and ServiceMax (owned by GE) want to release products like this for early adopters and to have something in place as more companies look to put smarter systems in place in the field.
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How many times have you called into a company, answered a bunch of preliminary questions about the purpose of your call, then found that those answers didn’t make their way to the CSR who ultimately took your call.
This usually is because System A can’t talk to System B and it’s frustrating for the caller, who is already angry about having to repeat the same information again. Salesforce wants to help bring an end to that problem with their new Customer 360 product announced today at Dreamforce, the company’s customer conference taking place this week in San Francisco.
What’s interesting about Customer 360 from a product development perspective is that Salesforce took the technology from the $6.5 billion Mulesoft acquisition, and didn’t just turn that into a product, it also used the same technology internally to pull the various pieces together into a more unified view of the Salesforce product family. This should in theory allow the customer service representative talking to you on the phone to get the total picture of your interactions with the company, thereby reducing that need to repeat yourself because the information wasn’t passed on.
Screenshot: Salesforce
The idea here is to bring all of the different products — sales, service, community, commerce and marketing — into a single unified view of the customer. And they allow you to do this without actually writing any code, according to the company.
Adding a data source to Customer 360 Gif: Salesforce
This allows anyone who interacts with the customer to see the whole picture, a process that has eluded many companies and upset many customers. The customer record in Salesforce CRM is only part of the story, as is the marketing pitches and the ecommerce records. It all comes together to tell a story about that customer, but if the data is often trapped in silos, nobody can see that. That’s what Customer 360 is supposed to solve.
While Bret Taylor, Salesforce’s president and chief product officer says there were ways to make this happen before in Salesforce, they have never offered a product that does so in such a direct way. He says that the big brands like Apple, Amazon and Google have changed expectations in terms of how we presume to be treated when we connect with a brand. Customer 360 is focused on helping companies achieve that expectation level.
“Now, when people don’t get that experience, where the company that you’re interacting with doesn’t know who you are, it’s gone from a pleasant experience to an expectation, and that’s what we hear time and time again from our customers. And that’s why we’re so focused on integration, that single view of the customer is the ultimate value proposition of these experiences,” Taylor explained.
This product is aimed at the Salesforce admins who have been responsible in the past for configuring and customizing Salesforce products for the unique needs of each department or overall organization. They can configure the Customer 360 to pull data from Salesforce and other products too.
Customer 360 is being piloted in North America right now and should GA some time next year.
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Twilio, a company best known for supplying a communications APIs for developers has a product called Twilio Flex for building sophisticated customer service applications on top of Twilio’s APIs. Today, it announced it was acquiring Ytica (pronounced Why-tica) to provide an operational and analytical layer on top of the customer service solution.
The companies would not discuss the purchase price, but Twilio indicated it does not expect the acquisition to have a material impact on its “results, operations or financial condition.” In other words, it probably didn’t cost much.
Ytica, which is based in Prague, has actually been a partner with Twilio for some time, so coming together in this fashion really made a lot of sense, especially as Twilio has been developing Flex.
Twilio Flex is an app platform for contact centers, which offers a full stack of applications and allows users to deliver customer support over multiple channels, Al Cook, general manager of Twilio Flex explained. “Flex deploys like SaaS, but because it’s built on top of APIs, you can reach in and change how Flex works,” he said. That is very appealing, especially for larger operations looking for a flexible, cloud-based solution without the baggage of on-prem legacy products.
What the product was lacking, however, was a native way to manage customer service representatives from within the application, and understand through analytics and dashboards, how well or poorly the team was doing. Having that ability to measure the effectiveness of the team becomes even more critical the larger the group becomes, and Cook indicated some Flex users are managing enormous groups with 10,000-20,000 employees.
Ytica provides a way to measure the performance of customer service staff, allowing management to monitor and intervene and coach when necessary. “It made so much sense to join together as one team. They have huge experience in the contact center, and a similar philosophy to build something customizable and programmable in the cloud,” Cook said.
While Ytica works with other vendors beyond Twilio, CEO Simon Vostrý says that they will continue to support those customers, even as they join the Twilio family. “We can run Flex and can continue to run this separately. We have customers running on other SaaS platforms, and we will continue to support them,” he said.
The company will remain in Prague and become a Twilio satellite office. All 14 employees are expected to join the Twilio team and Cook says plans are already in the works to expand the Prague team.
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Zendesk has mostly confined itself to customer service scenarios, but it seems that’s not enough anymore. If you want to truly know the customer behind the interaction, you need a customer system of record to go with the customer service component. To fill that need, Zendesk announced it was acquiring Base, a startup that has raised over $50 million.
The companies did not share the purchase price, but Zendesk did report that the acquisition should not have a significant impact on revenue.
While Base might not be as well known as Salesforce, Microsoft or Oracle in the CRM game, it has created a sophisticated sales force automation platform, complete with its own artificial intelligence underpinnings. CEO Uzi Shmilovici claimed his company’s AI could compete with its more well-heeled competitors when it was released in 2016 to provide salespeople with meaningful prescriptive advice on how to be more successful.
Zendesk CEO Mikkel Svane certainly sees the value of adding a company like Base to his platform. “We want to do for sales what Zendesk has already done for customer service: give salespeople tools built around them and the customers they serve,” he said in a statement.
If the core of customer data includes customer service, CRM and marketing, Base gives Zendesk one more of those missing components, says Brent Leary, owner at CRM Essentials, a firm that keeps close watch on this market.
“Zendesk has a great position in customer service, but now to strengthen their position with midmarket/enterprise customers looking for integrated platforms, Base adds a strong mobile sales force automation piece to their puzzle,” Leary told TechCrunch.
As he points out, we have seen HubSpot make a similar move with HubSpot Apps, while SugarCRM, which was recently sold to Accel-KKR, could be shopping too, with its new owner’s deeper pockets. “This is almost like a CRM enterprise software Hunger Games going on,” he joked. But he indicates that we should be expecting more consolidation here as these companies try to acquire missing pieces of their platforms to offer more complete solutions.
Matt Price, who previously had the title of senior vice president for product portfolio at Zendesk will lead the Base team moving forward.
Base was founded in 2009 and boasts more than 5,000 customers. It’s worth pointing out that Base was already available for sale in the company app marketplace, so there was some overlap here, but the company intends to try to move existing customers to Base, of course.
Zendesk has indicated it will continue to support all Base customers. In addition, Base’s 125 employees have been invited to join Zendesk, so there will be no blood-letting here.
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The Discord gaming community boasts 150 million members and 46 million active monthly users, who spend their days chatting about games, finding people to play with and looking for advice on how to resolve issues. Up until now, game publishers have had to monitor public discussions looking for people who need help or relied on expert users to assist them, but that’s about to change with Zendesk’s new Discord support bot.
Zendesk VP of product and platform, Luke Behnke, says they count a fair number of gaming companies as customers, and they have been looking for a way to have more direct communication with Discord users right where they play. With the Zendesk-Discord integration, users can request help by typing /support, and then the nature of the problem. This activates the Zendesk bot and triggers the creation of a help ticket, paving the way for a customer service rep to work directly with a person having an issue.
Calling the Zendesk bot in Discord. Screenshot: Zendesk
Prior to this, the only way that the game publishers could use Zendesk to generate help tickets was through the traditional sources like email, texts or phone calls, which required their users to leave the flow of the game. This integration allows the publishers to let the customers come to them for help without leaving the community.
Behnke says his company has been talking to Discord, whose members generate more than 530 million messages a day, about creating an integration that would work for their users. “We worked with Discord on this and they have been testing it internally and giving us feedback,” he said.
Conversation with game publisher CSR using Zendesk-Discord bot. Screenshot: Zendesk
Of course, it requires people know that you type /support to activate it, but Behnke believes that if the integration works well, word will get around that this is a useful way to get support directly from the publisher without leaving Discord. He says his company sees this as a unique approach to customer service, one that the gaming publishers, who tend to be innovative, are particularly open to.
Future updates could include the ability to push messages to the community such as information on an outage, or for the bot to answer common questions without accessing a human CSR. For now, this integration is in early release. The company is still working out the kinks with publishers, but they hope to get it into full production by the end of the year.
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Cogito announced a $37 million Series C investment today led by Goldman Sachs Growth Equity. Previous investors Salesforce Ventures and OpenView also chipped in. Mark Midle of Goldman Sachs’ Merchant Banking Division, has joined Cogito’s Board of Directors
The company has raised over $64 million since it emerged from the MIT Human Dynamics Lab back in 2007 trying to use the artificial intelligence technology available at the time to understand sentiment and apply it in a business context.
While it took some time for the technology to catch up with the vision, and find the right use case, company CEO and founder Joshua Feast says today they are helping customer service representatives understand the sentiment and emotional context of the person on the line and give them behavioral cues on how to proceed.
“We sell software to very large software, premium brands with many thousands of people in contact centers. The purpose of our solution is to help provide a really wonderful service experience in moments of truth,” he explained. Anyone who deals with a large company’s customer service has likely felt there is sometimes a disconnect between the person on the phone and their ability to understand your predicament and solve your problem.
Cogito in action giving customer service reps real-time feedback.
He says using his company’s solution, which analyzes the contents of the call in real time, and provides relevant feedback, the goal is to not just complete the service call, but to leave the customer feeling good about the brand and the experience. Certainly a bad experience can have the opposite effect.
He wants to use technology to make the experience a more human interaction and he recognizes that as an organization grows, layers of business process make it harder for the customer service representative to convey that humanity. Feast believes that technology has helped create this problem and it can help solve it too.
While the company is not talking about valuation or specific revenue at this point, Feast reports that revenue has grown 3X over the last year. Among their customers are Humana and Metlife, two large insurance companies, each with thousands of customer service agents.
Cogito is based in downtown Boston with 117 employees at last count, and of course they hope to use the money to add on to that number and help scale this vision further.
“This is about scaling our organization to meet client’s needs. It’s also about deepening what we do. In a lot of ways, we are only scratching the surface [of the underlying technology] in terms of how we can use AI to support emotional connections and help organizations be more human,” Feast said.
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Dish today announced it’s becoming the first TV provider to offer customer support over Apple’s Business Chat. Launched earlier this year, Business Chat allows companies to communicate with their customers over iMessage in order to answer questions, provide customer service, or even enable purchases. In Dish’s case, the TV provider says its customers can use Business Chat to reach a live agent with their questions, make account changes, schedule an appointment, and more.
They can even use their credit card in Business Chat to order a pay-per-view movie or sporting event, then watch it within minutes of confirming the purchase, Dish says.
This feature takes advantage of Apple Pay, which lets you quickly make purchases using your stored payment information without having to leave the iMessage conversation.
Business Chat is as secure as placing a call, where customers would have had to provide information to identify themselves as the account holder. As Dish explains, Apple Business Chat doesn’t display the customer’s contact information to the agents, so customers can choose if they want to share that information themselves. They’re also in control of authenticating their account, if they want to make changes or purchases.
“TV should be simple, so we’ve made reaching our live customer service representatives as easy as sending a text,” said John Swieringa, Dish’s chief operating officer, in a statement about the launch. “Adding messaging with Apple Business Chat is a powerful way to connect with us, giving another choice so you can pick what fits with your life.”
Business Chat is a direct attack by Apple on social media platforms like Facebook and Twitter.
Today, businesses tend to set up Facebook Pages and often offer customers the ability to reach out over Facebook’s Messenger, Instagram and WhatsApp with questions. Twitter has also entered the customer service business, allowing businesses to respond to customers over tweets and DMs. Business Chat offers companies an alternative to social media, with the advantage of having access to Apple Pay built-in. (Facebook, meanwhile, hasn’t established itself as a payments company nor does much of its user base keep their payment information on file with the company. The same goes for Twitter.)
In addition, operating over iMessage means businesses get even closer with their customers – their conversations are in the same Messages app as chats with friends and family, not in a third-party app. And Apple isn’t interested in profiting from data collection. Its main goal is to sell more devices, which in turn allows it to sell more of its own services to users, like iCloud storage and Apple Music.
That said, it’s not likely that businesses will abandon their social media presence for Business Chat, so it may end up being just one more place for them to check – albeit one with an install base of hundreds of millions.
Dish is one of the earlier adopters for Business Chat. Other companies on the platform include Aramark, Discover, Four Seasons, Harry & David, Hilton, The Home Depot, Lowe’s, Marriott, NewEgg, T-Mobile, TD Ameritrade, Wells Fargo, 1-800-Flowers, and, of course, Apple.
To chat with Dish via Business Chat on iPhone or iPad (iOS 11.3 or higher), customers search for “Dish” then tap the Messages icon that appears next to the Dish search result. They can also open chat from the contact page of their MyDISH app, where they manage their Dish TV account.
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When it comes to making requests inside a company for new equipment or to learn about HR policies, it can be a frustrating experience for both sides of the equation. HR and IT are probably tired of answering the same questions. Employees are tired of calling a help desk for routine inquiries and waiting for answers. ServiceNow’s new bot-building technology is designed to alleviate that problem by providing a way to create an automated bot-driven process for routine requests.
The company claims that you can build these bots to provide end-to-end service. Meaning if you tell the bot you need a new phone, it can pull your records, understand what you currently have and order a new one all in the same interaction — and all within a common messaging interface such as Slack or Microsoft Teams.
It also works for customer service transactions to process routine customer inquiries without having to route them to a CSR to answer typical questions.

The new chatbot building tool called Virtual Agent, has been built into the ServiceNow Now platform and provides a way for developers to build conversational interfaces easily, says CJ Desai, chief product officer at ServiceNow. “[The Virtual Agent] enables our customers to develop a wide range of intelligent service conversations from a quick question to an entire business action through the messaging platform of their choice,” Desai said in a statement.
The announcement is part of a broader AI initiative on the part of ServiceNow, which purchased Parlo, a chatbot startup, just last week for an undisclosed amount of cash. The acquisition should help give ServiceNow more AI engineering talent and help them beef up their natural language processing (NLP) to further refine and improve their chatbot products moving forward, as the Parlo team and technology get incorporated into the ServiceNow platform.
The company claims that using these chatbots, customers can reduce call volume to help desks and customer service by 15-20 percent, using the standard argument that it should free humans to handle more difficult inquiries.
The company joins a slew of other platform players including Salesforce, IBM, Oracle, AWS, and others who are incorporating chatbot building technology into their platforms.
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