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Omnichannel Best Practices: How to Deliver a Unified Customer Experience

Omnichannel Best Practices: How to Deliver a Unified Customer Experience

September 11, 2024

Omnichannel Best Practices: How to Deliver a Unified Customer Experience

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There was a time when contacting a company meant either making a phone call or sending a fax. With such few options, customer engagement was often frustrating and limited. 

However, at present, customers can connect with businesses through phone, email, live chat, SMS, social media, and more, giving them far more choice and convenience. Up to 50% of customers are willing to share more information with a company if it leads to a more personalized experience

But with this, comes a new challenge for companies: it’s not just about being available on all these channels, but about providing a consistent and seamless service experience across each one.

To help you deal with this, we have prepared this comprehensive guide on integrating communication channels to enhance customer experience. It offers actionable tips and real-world examples of effective omnichannel strategies. Let’s begin! 

The core principle of omnichannel

The prefix "omni" comes from the Latin word ‘omnis’, meaning "all" or "of all things." This has led many to believe that "omnichannel" means using every possible channel—web, email, SMS, paid search, social media, print, TV, in-person visits, and more. 

While that interpretation seems logical, it’s a misconception. 

Because omnichannel isn't about being everywhere; it’s about being connected. When a brand engages with a customer through any channel, it should know who that customer is, their history with the brand, and their preferences. 

This means that no matter where or how a customer interacts—whether browsing online, visiting a store, or speaking with customer service—the customer experience is connected, easy-to-relate, highly personalized and informed by the customer's historical interactions.

So there you have it—the goal of omnichannel best practices isn't to use every channel available but to integrate the proper channels. As a result, they work together cohesively, delivering a unified experience that builds stronger relationships, enhances customer satisfaction, and drives loyalty.

Understanding the differences between Omnichannel and MultiChannel

Aspect Omnichannel Multichannel
Channel Integration All channels are integrated and connected. Channels are independent and not necessarily connected.
Customer Service Consistent across all channels, providing a unified experience Varies by channel, experiences can differ greatly.
Data Synchronization Data is synchronized across all channels for a cohesive view. Data is stored separately in each channel; no synchronization.
Customer Journey Designed to provide a seamless journey across channels. Each channel offers a separate journey with no integration.
Communication Personalized and consistent communication across all channels Different communication strategies per channel.

Why omnichannel reigns supreme in customer support

Omnichannel support has emerged as the gold standard for exceptional service. Imagine this: a customer begins an inquiry via email, continues the conversation on live chat, and follows up through social media, all while receiving a seamless and consistent experience. This level of integration is becoming an absolute necessity. 

Moreover, an integrated support system allows businesses to track and manage customer interactions more efficiently. This means quicker resolutions, fewer repeated queries, and a more streamlined support process. When customers receive consistent service across various platforms, they are more likely to remain loyal and satisfied. 

Business benefits of omnichannel customer support 

Companies with strong omnichannel customer engagement strategies retain an average of 89% of their customers, compared to 33% for companies with suboptimal omnichannel strategies. Here’s how you can harness its power:

✅Comprehensive customer insight

Salesforce’s State of Service underscores that delivering exceptional customer service is nearly impossible without a complete view of the customer. To truly connect with customers, your support teams need a unified view of each customer’s journey. 

Omnichannel communication consolidates data from various touchpoints, creating a detailed profile that enhances your understanding of customer needs and preferences. To build this comprehensive context, the organization will need to focus on:

  • Monitoring customer queries and interests closely
  • Seamlessly integrating data across channels
  • Facilitating smooth transitions between platforms
  • Establishing clear feedback channels for both customers and team members

✅ Faster resolution times

90% of customers view quick responses as a sign of superior service, and reducing resolution times through omnichannel support not only meets but exceeds these expectations, turning satisfied customers into loyal advocates. 

Customers expect swift assistance and omnichannel support, which is delivered by providing multiple touchpoints for resolution. Aiming for an immediate response—within 10 minutes—can enhance the customer experience and boost satisfaction.

✅Improved customer satisfaction (CSAT) and net promoter score (NPS)

Omnichannel support allows you to offer a personalized experience that makes customers feel valued and understood. This approach fosters a sense of belonging and appreciation, directly impacting your CSAT and NPS scores. 

Happy customers, who feel genuinely cared for, are more likely to recommend your brand to their network, contributing to positive word-of-mouth and enhanced brand reputation.

✅ Enhanced data quality

PWC insights highlight that American consumers prioritize speed, convenience, and knowledgeable support. Omnichannel service ensures you gather and maintain clean, comprehensive data, which is crucial for understanding customer behaviors and crafting effective strategies.

Real challenges in implementing omnichannel customer service

⛔Overcoming data silos

One of the biggest hurdles in customer support today is the problem of data silos. When customer information is scattered across different channels—email, social media, phone calls—it’s easy for details to get lost or miscommunicated. 

This fragmentation means customers might receive inconsistent answers or solutions depending on how they contact your support team. Imagine a customer who reaches out through email, then follows up on social media, only to get different responses each time. 

This lack of integration creates frustration and erodes trust, making it essential to unify data across all channels to provide a smooth and coherent experience.

⛔Maintaining consistent service quality

Each support channel comes with its own set of challenges. For example, training staff to handle phone calls efficiently is one thing, but ensuring they deliver the same level of service via live chat or social media requires a different skill set. 

This inconsistency can lead to uneven service quality, where some channels excel while others lag behind. It's crucial for businesses to invest in comprehensive training and quality control measures to ensure that every interaction, regardless of the channel, meets high standards.

⛔Scaling with increasing demands

As customer expectations rise and the demand for omnichannel support grows, many businesses struggle to scale their operations effectively. Handling a higher volume of interactions without sacrificing quality is a common issue. 

For instance, during peak times or promotional periods, the influx of customer queries can overwhelm existing systems and staff. To address this, companies need robust solutions that can scale with traffic spikes and maintain service standards, ensuring that increased demand doesn't lead to longer wait times or lower service quality.

⛔Integration

The integration of advanced technologies like artificial intelligence and machine learning offers promising enhancements to customer support. However, balancing automation with the personal touch is tricky.

For example, while chatbots can handle routine inquiries efficiently, they might struggle with complex issues requiring human empathy and judgment. Ensuring these technologies work seamlessly with human agents and across all channels is a significant challenge. Finding the right mix of automation and personal interaction is important to enhance, rather than detract from, the customer experience.

⛔Ensuring comprehensive staff training

Agents need to be adept at using various technologies and understanding the nuances of different communication channels. This requires ongoing training and development to keep up with new tools and techniques. 

For instance, an agent who excels at phone support may not be as skilled in managing social media interactions. Continuous education and skill-building are necessary to equip staff with the versatility needed to handle all channels effectively.

6 best practices for an omnichannel strategy

Researching customer behaviors

To deliver exceptional customer service, meet your customers where they are by understanding their preferred communication channels and addressing any service gaps effectively. 

Start by analyzing historical data to identify which channels (email, phone, social media) are most frequently used and where response times are longest. 

Use this information to pinpoint delays and service issues, indicating areas that may need better management. Adjust your resources or hire additional staff based on these insights; for instance, improve email support or expand your social media team as necessary. 

Designing handoffs 

Nothing is more infuriating to customers than being passed around from department to department, repeatedly telling their story with each new interaction. 

To prevent this frustrating experience, prioritize creating smooth handoffs and automating workflows. 

One effective way to achieve this is by implementing a tool that comes with features like a Unified agent desktop. This all-in-one interface reflects every customer interaction on a single, accessible window pane. As a result, when a customer reaches out, your team can immediately access their complete communication history, no matter the platform they use. 

This seamless approach speeds up resolution times and significantly enhances customer satisfaction by eliminating the need for customers to repeat themselves, demonstrating your commitment to efficient and thoughtful service.

Automating workflows

Advanced tools can transform your omnichannel customer service by automating critical tasks such as routing inquiries to the right agents, prioritizing issues, and managing queues. Using virtual agents to handle routine questions and resolve common queries, automation streamlines the entire support process. 

This ensures faster response times and frees up your agents to focus on what truly matters—delivering exceptional, personalized service. With more time to engage meaningfully with customers, your team can create stronger connections and drive greater satisfaction, turning every interaction into an opportunity to build loyalty.

Encouraging self-service

To improve both the speed and quality of your customer service, consider making it easier for customers to find answers independently. Many people prefer self-service options because they offer quick solutions and save time. 

Start by expanding your FAQ section to address common questions and issues. For more detailed topics, especially in tech or software, create a comprehensive custom knowledge base that provides in-depth guidance. 

Additionally, set up an automated workflow to seamlessly transition customers to an agent when they need more complex support. Offering these self-service tools, you’ll  reduce the workload on your team and make it easier for customers to get the help they need quickly.

Training agents

It's crucial to invest in continuous professional development to keep your customer service team at the top of their game. When your staff is up-to-date on the latest trends and technologies, they're better prepared to meet customer expectations and stay ahead of the competition. 

For a successful omnichannel strategy, make sure your team is comfortable with all customer service channels.

Training your contact center staff to understand different communication methods and the specifics of your software will make them more adaptable and capable of providing excellent service across various platforms. Ongoing training enhances your team's ability to deliver outstanding support and helps keep your employees engaged and loyal.

Measuring results 

While traditional metrics like CSAT and NPS surveys offer useful insights, they barely scratch the surface of customer experience in today’s fast-paced world. To truly understand how well you’re meeting customer needs—especially when dealing with omnichannel support and automation—you need to look beyond these basic measures.

Think about adding customer metrics like average response time and total conversation count to get a fuller picture. Also, paying attention to abandoned call rates can highlight where agents might be having trouble or where more training could be helpful, allowing you to pinpoint bottlenecks and areas for improvement.

These quantitative indicators offer a clearer picture of agent workload and issue resolution efficiency. Investing in a more detailed analysis will ensure you’re not just meeting expectations but exceeding them, setting your brand apart in a competitive market.

How Plivo CX can power your omnichannel customer service strategy

An omnichannel contact center aims to ensure you can reach your customers across multiple platforms at the same time. If you need a robust omnichannel contact center software that can grow with your business, consider exploring Plivo CX.

With Plivo CX's Unified agent desktop, you can effortlessly manage AI-powered live chat, voice calls, SMS, email, and WhatsApp—all from a single screen. Agents no longer need to switch between multiple tools. You also give customer support teams the power to deliver top-notch customer service with ease.

Plivo CX offers OpenAI-powered chatbots and voicebots to help you lower customer service costs by handling common inquiries automatically while seamlessly passing complex cases to the right agents. Moreover, our no-code workflow builder lets you design personalized customer journeys across all channels, ensuring every interaction feels tailored and effective.

With Plivo CX, integrating with your current tech stack and homegrown systems is quick and painless, allowing you to maintain a smooth operation without missing a beat. Plus, you get access to advanced coaching tools, complete with real-time metrics and detailed historical reporting, so you can continuously improve agent performance with features like call barge-in.

Schedule a demo and see how we can transform your operations!

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