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凈推薦值是什么?為什么大企業(yè)都青睞這個(gè)指標(biāo),?

在《財(cái)富》1000強(qiáng)中,,有三分之二的企業(yè)目前在使用“凈推薦值”這一衡量客戶(hù)情緒的基本指標(biāo),。它在全球各地的受歡迎程度還在持續(xù)加快,并推動(dòng)無(wú)數(shù)質(zhì)疑者轉(zhuǎn)變?yōu)樾叛稣?。那么,,究竟是什么讓“凈推薦值”成為一個(gè)如此強(qiáng)大的數(shù)字呢?

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圖片來(lái)源:ILLUSTRATION BY NICOLAS ORTEGA

當(dāng)每次查閱管理主控臺(tái)屏幕時(shí),領(lǐng)航投資的首席執(zhí)行官蒂姆?巴克利都會(huì)看到該公司的“凈推薦值”(Net Promoter Score,,下文簡(jiǎn)稱(chēng)NPS),。加州壁柜的首席執(zhí)行官比爾?巴頓每天早上的第一件事就是查看該公司的評(píng)分,并以此為基礎(chǔ)引領(lǐng)這家壁柜制造商獲得了耀眼的成功,。Intuit的產(chǎn)品經(jīng)理每天都會(huì)查看他們的評(píng)分——自從17年前NPS橫空出世以來(lái),,他們就一直在用。在IBM,,大約有4萬(wàn)名員工使用NPS,,負(fù)責(zé)監(jiān)管其使用情況的高管米歇爾?佩魯索感慨道:“它不僅僅是一個(gè)衡量標(biāo)準(zhǔn),用‘宗教’一詞來(lái)形容也不過(guò)分,?!?

為什么如此多公司對(duì)這樣一個(gè)衡量客戶(hù)情緒的指標(biāo)如何熱衷呢?這種現(xiàn)象看起來(lái)很奇怪,,但它是真真切切的,,而且還在不斷蔓延。至少有三分之二的《財(cái)富》1000強(qiáng)企業(yè)(編者注:這不是一個(gè)嚴(yán)格意義上的榜單,,而是所有登上《財(cái)富》排行榜的公司集合,,也并非只有1000家,。)在使用NPS,其中包括幾乎所有的金融服務(wù),、航空,、電信公司和零售商。是的,,NPS正在悄無(wú)聲息地入駐各大公司高管和數(shù)千家小公司老板的辦公室,,其觸角已經(jīng)深入而廣泛地延伸至全球經(jīng)濟(jì)的各個(gè)領(lǐng)域,盡管很少有人注意到這一點(diǎn),。它的質(zhì)疑者和敵人基本上已經(jīng)被擊潰?,F(xiàn)在,每個(gè)發(fā)達(dá)經(jīng)濟(jì)體和許多新興經(jīng)濟(jì)體都在使用這項(xiàng)指標(biāo),。不僅僅是企業(yè),,所有類(lèi)型的組織都在研究它;英國(guó)醫(yī)療服務(wù)體系也在使用它,。隨著世界各地的組織越來(lái)越癡迷于客戶(hù)體驗(yàn),,NPS在各行業(yè)和各國(guó)的推進(jìn)速度還在持續(xù)加快。

你或許對(duì)NPS還有些陌生,,但你肯定被它觸碰過(guò),。還記得那天收到的電郵或電話(huà)嗎?它問(wèn)了一個(gè)非常簡(jiǎn)單,,堪稱(chēng)NPS帝國(guó)根基的問(wèn)題:“如果讓您在0到10分這個(gè)數(shù)值范圍內(nèi)打分,,您向朋友或同事推薦本公司的可能性有多大?”你可能還被問(wèn)到第二個(gè)問(wèn)題:“您為什么給出這樣的答復(fù),?”

信不信由你,,差不多就是這樣。有些公司會(huì)增加一兩個(gè)問(wèn)題,,另一些公司會(huì)稍微改變一下措辭,。但這兩個(gè)簡(jiǎn)短問(wèn)題正是備受追捧的NPS系統(tǒng)的精髓所在。其答復(fù)非常直觀,,經(jīng)常是各種表情符號(hào)——從綠色的笑臉到紅色的憤怒臉,,不一而足。

當(dāng)然,,向客戶(hù)尋求快速反饋僅僅是個(gè)開(kāi)始,。盡管這些問(wèn)題或許很簡(jiǎn)單,但從中獲取價(jià)值的藝術(shù)絕非如此,。在各行各業(yè),,富有經(jīng)驗(yàn)的用戶(hù)給我們傳遞出一個(gè)響亮的訊息:NPS是一種非常簡(jiǎn)單,但極其強(qiáng)大的工具,。不過(guò),,越是簡(jiǎn)單的工具,越是需要使用技巧,;給你一把鑿子,,你能夠雕刻出《大衛(wèi)》那樣的不朽名作,也可以白白毀掉一塊大理石,。一些組織正在熟練地使用NPS,,并取得顯著的競(jìng)爭(zhēng)優(yōu)勢(shì)。另一些組織則濫用該系統(tǒng)而一無(wú)所獲,,更糟的是,,他們?cè)谄垓_自己,,甚至可能欺騙投資者,。一家公司從NPS中得到的收獲,,取決于使用情況,。而它的最佳使用方式,,并不總是像人們預(yù)期的那樣。

今年3月,,在佛羅里達(dá)州彭布羅克派恩斯市,,一家Chick-Fil-A連鎖速食店的員工正在向駐車(chē)在路邊取餐的顧客交付訂單,。這是該公司為應(yīng)對(duì)新冠疫情而采取的全新經(jīng)營(yíng)方式,。長(zhǎng)期以來(lái),Chick-Fil-A的凈推薦值一直遠(yuǎn)高于快餐業(yè)的大多數(shù)競(jìng)爭(zhēng)對(duì)手,。圖片來(lái)源:JOE RAEDLE—GETTY IMAGES

要理解NPS何以散發(fā)出如此奪目的光彩,,就必須追本溯源。2003年,,貝恩咨詢(xún)公司的一名顧問(wèn)雷奇漢(Fred Reichheld)在《哈佛商業(yè)評(píng)論》撰寫(xiě)的一篇文章中,,向世人介紹了這項(xiàng)衡量標(biāo)準(zhǔn)。它有著很深的根源,。多年來(lái),,雷奇漢一直“專(zhuān)注于研究忠誠(chéng)度和如何善待他人”等問(wèn)題。他發(fā)現(xiàn),,“那些注重贏得客戶(hù)忠誠(chéng)度的公司正在征服世界,?!边@些企業(yè)能賺取更高的利潤(rùn),付給員工更高的薪水,,更長(zhǎng)久地留住員工,,并給予投資者更好的回報(bào)。毫無(wú)疑問(wèn),,這是一個(gè)良性循環(huán),。1996年,他寫(xiě)了一本至今仍在印刷的商業(yè)暢銷(xiāo)書(shū):《忠誠(chéng)效應(yīng)》(The Loyalty Effect),,并始終致力于幫助企業(yè)提升客戶(hù)忠誠(chéng)度,。“我意識(shí)到這是個(gè)領(lǐng)導(dǎo)力問(wèn)題,,然后發(fā)覺(jué)這些事情需要很長(zhǎng)時(shí)間才能發(fā)揮效用,。”他回憶道,,“因此,,領(lǐng)導(dǎo)者需要借助一個(gè)簡(jiǎn)單的衡量標(biāo)準(zhǔn)來(lái)搞清楚,‘我們是在贏得客戶(hù),,還是在失去客戶(hù),?’”

在當(dāng)時(shí),一個(gè)簡(jiǎn)單的衡量標(biāo)準(zhǔn)堪稱(chēng)另類(lèi),,說(shuō)它褻瀆神明也不過(guò)分,。彼時(shí)的客戶(hù)調(diào)查往往聲勢(shì)浩大,有時(shí)長(zhǎng)達(dá)100個(gè)問(wèn)題,??蛻?hù)對(duì)其憎惡有加,經(jīng)理們動(dòng)輒需要用80張幻燈片向同事解釋其中的含義,。雷奇漢花了兩年時(shí)間為這項(xiàng)衡量標(biāo)準(zhǔn)測(cè)試各種問(wèn)題,。“我們最終選擇了推薦幾率,,因?yàn)樗钅茴A(yù)測(cè)客戶(hù)的未來(lái)行為,。”他說(shuō),,“選擇這個(gè)問(wèn)題是出于技術(shù)原因,。幸運(yùn)的是,它也讓人們萌生了采取行動(dòng)的想法,。一旦聽(tīng)聞?dòng)腥瞬辉竿扑]公司的產(chǎn)品或服務(wù),,他們就會(huì)設(shè)法解決。”

至少跟這個(gè)問(wèn)題同等重要的是雷奇漢陳述答復(fù)的方式,。根據(jù)受訪(fǎng)者評(píng)分,,打9到10分為“推薦者”,打7到8分為“被動(dòng)者”,,打6分及以下為“貶損者”,。推薦者占比減去貶損者占比,即為“凈推薦值”,,其分值區(qū)間可以從100到-100,。

最關(guān)鍵的是,它是個(gè)數(shù)字,。你不需要知道有多少人選擇了評(píng)分表上的某個(gè)數(shù)字,,即所謂的加權(quán)平均數(shù);也沒(méi)有圖表,;只是一個(gè)問(wèn)題,、一個(gè)答復(fù)而已?!澳悴槐卦敿?xì)解釋這個(gè)數(shù)字的含義,。”慧與公司的軟件部門(mén)客戶(hù)體驗(yàn)主管莫里斯?菲茨杰拉德說(shuō),。他不僅是NPS的忠實(shí)用戶(hù),,還寫(xiě)過(guò)一本關(guān)于如何應(yīng)用該指標(biāo)的著作,?!八旧砭湍芟蛉藗冋f(shuō)明一切。溝通的簡(jiǎn)單性絕對(duì)是NPS成為黃金標(biāo)準(zhǔn)的重要原因,?!?

在開(kāi)發(fā)出世界上最短的客戶(hù)調(diào)查之后,雷奇漢采取了更加激進(jìn)的做法,。他將其公布于眾,。“我們把它開(kāi)源了,,這是一個(gè)革命性舉動(dòng),。”他說(shuō),。咨詢(xún)公司通常不會(huì)泄露自己的核心機(jī)密,。蓋洛普、J.D. Power和其他咨詢(xún)巨頭都在其專(zhuān)有方法的基礎(chǔ)上,,構(gòu)筑起了成功的客戶(hù)研究實(shí)踐,。這并不是說(shuō)貝恩不喜歡賺錢(qián)。曾經(jīng)與雷奇漢共事,現(xiàn)在擔(dān)任貝恩咨詢(xún)NPS業(yè)務(wù)主管的羅布?馬基回憶說(shuō):“我試著告訴我的合伙人,,我們應(yīng)該盡全力推廣NPS,,以便更快地學(xué)習(xí)。我們希望更多的公司使用它,,并分享成果,。那些真正認(rèn)真的公司將從我們整合的經(jīng)驗(yàn)中受益?!痹?huà)說(shuō)回來(lái),,你怎么可能讓世界上最短的客戶(hù)調(diào)查成為秘密呢?

這是NPS無(wú)所不在的另一個(gè)原因,。它不僅簡(jiǎn)單,,而且免費(fèi)。因此,,沒(méi)有人確切知道有多少公司在使用,;任何組織都可以完全獨(dú)立地進(jìn)行客戶(hù)調(diào)查。那么問(wèn)題來(lái)了:NPS到底是一門(mén)生意,,還是貝恩咨詢(xún)發(fā)起的一個(gè)公益項(xiàng)目呢,?

事實(shí)證明,NPS是一個(gè)龐大而繁榮的產(chǎn)業(yè),。任何一家有意使用NPS的組織都會(huì)立即面臨一連串問(wèn)題:我們要把它發(fā)送給誰(shuí),?何時(shí)發(fā)送?多少客戶(hù)會(huì)給予回應(yīng),?有多少客戶(hù)構(gòu)成有效樣本,?應(yīng)該多久調(diào)查一次?最大的問(wèn)題是:一旦獲取我們的NPS,,我們應(yīng)該怎么做,?

有幾家公司非常樂(lè)意提供幫助。貝恩咨詢(xún)不愿透露其N(xiāo)PS業(yè)務(wù)的規(guī)模,,但這家咨詢(xún)巨頭表示,,它在過(guò)去十年處理了近750個(gè)NPS實(shí)施項(xiàng)目,并在數(shù)千個(gè)其他客戶(hù)項(xiàng)目中使用了NPS,。去年,,軟件業(yè)巨擘SAP斥資80億美元收購(gòu)了Qualtrics,這家客戶(hù)研究和咨詢(xún)公司的大多數(shù)客戶(hù)都在使用NPS,。直接競(jìng)爭(zhēng)對(duì)手是去年上市的Medallia——在新冠疫情重創(chuàng)股價(jià)之前,,其市值一度高達(dá)45億美元。2017年,,NICE Systems以未公開(kāi)的價(jià)格收購(gòu)了小型客戶(hù)體驗(yàn)軟件公司Satmetrix,,雷奇漢曾經(jīng)是后者的董事之一,現(xiàn)在與該公司無(wú)涉。在這些主要參與者之下,,還有數(shù)十家專(zhuān)門(mén)提供NPS使用建議的小公司,,此外還有幾十家只負(fù)責(zé)調(diào)查環(huán)節(jié)的公司。

NPS行業(yè)甚至包括一些曾經(jīng)與它不共戴天的公司,。例如,,蓋洛普一度認(rèn)為NPS對(duì)其咨詢(xún)業(yè)務(wù)構(gòu)成直接威脅,并在2006年稱(chēng)其為“一種大錯(cuò)特錯(cuò)的流行觀點(diǎn),?!边@種態(tài)度業(yè)已轉(zhuǎn)變?!拔覀儾坏貌怀姓J(rèn)它的長(zhǎng)處,。”蓋洛普的執(zhí)行總裁吉姆?阿斯普朗德說(shuō),,“人們都在使用NPS,,并發(fā)現(xiàn)了其中蘊(yùn)含的價(jià)值,所以它肯定有一些值得稱(chēng)道的東西,?!鄙w洛普甚至將NPS納入自己的工作?!拔覀円恢痹诓榭纯蛻?hù)的NPS數(shù)據(jù),,并加以利用?!卑⑺蛊绽实抡f(shuō),。

在J.D. Power公司,“NPS剛剛出現(xiàn)時(shí),,大家的反應(yīng)有點(diǎn)復(fù)雜,,覺(jué)得它有可能成為一大勁敵,?!痹摴镜难芯恐鞴芙芤?邁耶斯回憶道。但在五年前,,貝恩委托Power進(jìn)行NPS調(diào)查,,盡管該協(xié)議已經(jīng)到期,但Power仍然在為客戶(hù)測(cè)量NPS,?!昂芏嗳硕加盟,!边~耶斯說(shuō),,“我們?yōu)樗麄兲峁┦褂媒ㄗh。現(xiàn)在,我們認(rèn)為凈推薦值與我們的工具相輔相成,?!?

至于NPS的最佳使用方式,不妨去問(wèn)問(wèn)那些使用該指標(biāo)的大公司高管,,你會(huì)感到驚訝的,。盡管這個(gè)簡(jiǎn)單的衡量標(biāo)準(zhǔn)蘊(yùn)含著設(shè)計(jì)者的無(wú)數(shù)心血,但這些高管一致認(rèn)為,,價(jià)值并不是來(lái)自這個(gè)數(shù)字,。即便在持續(xù)錄得全美最高NPS評(píng)分的金融服務(wù)公司USAA,評(píng)分的高低也不是最重要的,。其研究主管胡里奧?埃斯特韋斯-布萊頓說(shuō):“對(duì)于我們來(lái)說(shuō),,最重要的教益是客戶(hù)告訴我們的事情,而不是這個(gè)數(shù)字,?!痹谂琶^低的無(wú)線(xiàn)運(yùn)營(yíng)商行業(yè)中獲得最高NPS評(píng)分的威瑞森電信公司,也發(fā)現(xiàn)了同樣的情況,?!斑@不是為了追逐數(shù)字?!盢PS的應(yīng)用事務(wù)主管黛博拉?坎貝爾說(shuō),,“它真正的意義在于了解客戶(hù)的需求,以及他們想從我們這里得到什么,?!?

也就是說(shuō),盡管評(píng)分成為萬(wàn)眾矚目的焦點(diǎn),,但真正帶來(lái)價(jià)值的是第二個(gè)問(wèn)題:“您為什么給出這樣的評(píng)分,?”就連貝恩咨詢(xún)也認(rèn)同這一點(diǎn)?!叭魏稳硕伎梢怨蛡蛞患已芯抗竞饬科湓u(píng)分,。”該公司的NPS業(yè)務(wù)主管馬基說(shuō),,“更加有力,,也是產(chǎn)生真正影響力所需的措施是,充分利用每位客戶(hù)的反饋意見(jiàn),?!盢PS評(píng)分吸引了所有人的眼球,也確實(shí)是一個(gè)很有用的趨勢(shì)指標(biāo),。但第一個(gè)問(wèn)題真正重要的地方在于,,它為第二個(gè)問(wèn)題做了鋪墊,。

對(duì)于擁有數(shù)千乃至數(shù)百萬(wàn)客戶(hù)的公司來(lái)說(shuō),解析第二個(gè)問(wèn)題的答案絕非易事,。但現(xiàn)在可以利用技術(shù)來(lái)讀取反饋意見(jiàn),,并予以分析?!罢嬲木A部分和可操作的洞見(jiàn)來(lái)自一字不差的反饋記錄,。”戴爾科技公司的馬克?施泰因說(shuō),,“我們已經(jīng)意識(shí)到將數(shù)據(jù)科學(xué)和機(jī)器學(xué)習(xí)引入NPS的重要性,。”

有時(shí)候,,公司發(fā)現(xiàn)的信息并不引人注目,,但卻很重要。例如,,它可能是一個(gè)廣泛的問(wèn)題,。“客戶(hù)普遍認(rèn)為我們的一些技術(shù)文檔必須進(jìn)行全面改進(jìn),?!贝饲霸?jīng)在花旗銀行和Travelocity 實(shí)施NPS的IBM高管佩魯索說(shuō),它也可能是個(gè)小問(wèn)題,,比如“一個(gè)客戶(hù)團(tuán)隊(duì)沒(méi)有意識(shí)到客戶(hù)在熟悉其產(chǎn)品的過(guò)程中遇到了麻煩,。”持續(xù)不斷地解決這些障礙會(huì)形成一種累積效應(yīng),,而如果沒(méi)有客戶(hù)的反饋,,公司可能永遠(yuǎn)都意識(shí)不到這些問(wèn)題?!霸S多公司正在利用這項(xiàng)數(shù)據(jù)持續(xù)改善客戶(hù)體驗(yàn),,這讓我深感震撼?!敝铝τ谘芯縉PS的哈佛商學(xué)院教授鮑里斯?格羅伊斯伯格說(shuō),,“五年的投資回報(bào)率遠(yuǎn)遠(yuǎn)高于你在三到六個(gè)月內(nèi)獲得的回報(bào)。”

在其他時(shí)候,“逐字記錄”的價(jià)值在于它能夠集中管理者的思維,。Intuit的首席產(chǎn)品和設(shè)計(jì)官迭戈?羅德里格斯表示,“無(wú)論什么時(shí)候登錄管理系統(tǒng),我都能看到不斷涌入的逐字反饋記錄。它非常接地氣,,讓人備感謙卑,。”這就是為什么加州壁柜的首席執(zhí)行官巴頓每天都要閱讀前一天的逐字記錄:“我希望每天進(jìn)入我耳朵的第一個(gè)聲音是顧客的聲音。它能夠給我一種腳踏實(shí)地的感覺(jué),。”

客戶(hù)并非總是感到滿(mǎn)意,。傾聽(tīng)的姿態(tài)固然可取,,但僅僅傾聽(tīng)是無(wú)濟(jì)于事的,,你還需要行動(dòng)起來(lái)。在NPS的世界中,,對(duì)非推薦者做出反應(yīng)被稱(chēng)為“閉環(huán)”,,這一點(diǎn)至關(guān)重要。“我剛剛經(jīng)歷了一次非常糟糕的乘機(jī)體驗(yàn),?!迸弭斔髡f(shuō),“回復(fù)NPS調(diào)查時(shí),,我寫(xiě)到了這段經(jīng)歷,,但隨后覺(jué)得,,‘為什么要寫(xiě)這事?我知道他們不會(huì)回應(yīng)的,?!麄兇_實(shí)沒(méi)有回應(yīng),而我是一名真正的空中飛人,?!彼挠^點(diǎn)是:“要是你不打算做點(diǎn)什么,,就別問(wèn)這個(gè)問(wèn)題,。就像我乘坐的航空公司——他們那樣做只會(huì)讓我更加憤怒,。”

即使在大型零售企業(yè),,閉環(huán)也是一項(xiàng)令人生畏的工作,但并非不可能完成的任務(wù),。加拿大豐業(yè)銀行的客戶(hù)體驗(yàn)主管卡羅琳?桑德斯說(shuō):“從一線(xiàn)員工到高管,,我們公司的每個(gè)成員都會(huì)回訪(fǎng)客戶(hù),。”這家銀行利用NPS在拉丁美洲大舉擴(kuò)張,?!白?016年11月以來(lái),,我們已經(jīng)進(jìn)行了100多萬(wàn)次回訪(fǎng),?!?

由于NPS非常簡(jiǎn)單,,許多公司對(duì)它的使用早已超出其最初的用途:他們不僅測(cè)量自己的,還經(jīng)常測(cè)量競(jìng)爭(zhēng)對(duì)手的NPS,。不一定非要拿到別人的客戶(hù)名單,。公司會(huì)聘請(qǐng)調(diào)查機(jī)構(gòu)隨機(jī)給人們打電話(huà)或發(fā)郵件,詢(xún)問(wèn)他們跟某一特定行業(yè)的哪些公司有業(yè)務(wù)往來(lái),。事實(shí)上,,許多公司都是通過(guò)第三方來(lái)獲取其評(píng)分的,因?yàn)榻Y(jié)果更加客觀,?!白畲蟮钠钔霈F(xiàn)在以自己的名義發(fā)送調(diào)查請(qǐng)求的時(shí)候?!崩灼鏉h說(shuō),,“如果你徑直詢(xún)問(wèn)客戶(hù),‘我是某某公司,,你覺(jué)得我們?cè)趺礃??’你就可以把評(píng)分提高30到40分?!?

許多公司發(fā)現(xiàn),,調(diào)查那些根本不是客戶(hù)的群體,往往可以學(xué)到很多東西,。向沒(méi)有購(gòu)買(mǎi)過(guò)產(chǎn)品的潛在客戶(hù)詢(xún)問(wèn)NPS問(wèn)題,,經(jīng)常會(huì)給人以深刻的啟迪,。調(diào)查問(wèn)詢(xún)自家員工也是大勢(shì)所趨;了解他們是否會(huì)向朋友或同事推薦自己的工作場(chǎng)所,,以及為什么這樣做,,可以讓你大開(kāi)眼界。

像所有簡(jiǎn)單的工具一樣,,對(duì)NPS使用不當(dāng),,有可能釀成破壞性后果。長(zhǎng)期用戶(hù)一致認(rèn)為,,有一件事千萬(wàn)不要做:“如果你想讓NPS執(zhí)行得不好,,那就從提供評(píng)分激勵(lì)開(kāi)始吧?!必S業(yè)銀行的高管納喬?德尚這樣說(shuō)道,。一旦牽扯到薪酬,員工就會(huì)展現(xiàn)驚人的“創(chuàng)造力”,。由此產(chǎn)生的數(shù)據(jù)甚至比無(wú)用的數(shù)據(jù)還要糟糕,,因?yàn)楣芾碚咭庾R(shí)不到它是假的。盡管如此,,許多公司還是將某些員工的薪酬與凈推薦值掛鉤,。

馬基說(shuō),其他的破壞性錯(cuò)誤“也可能是好心辦壞事,?!崩纾?dāng)一家汽車(chē)保險(xiǎn)公司在收集客戶(hù)對(duì)理賠流程的反饋意見(jiàn)時(shí),,“一些鬼才決定只問(wèn)那些已經(jīng)得到理賠的客戶(hù),因?yàn)檫@意味著整個(gè)流程結(jié)束了,?!碑?dāng)然,這也意味著公司沒(méi)有聽(tīng)取那些沒(méi)有得到理賠的客戶(hù)的心聲,。一個(gè)常見(jiàn)的錯(cuò)誤,,會(huì)發(fā)生在評(píng)分只歸因于客戶(hù)的最后一個(gè)接觸點(diǎn)的時(shí)候。比如,,一位客戶(hù)開(kāi)始在線(xiàn)交易,,出現(xiàn)故障,聯(lián)系呼叫中心,。在漫長(zhǎng)的等待之后,,他在電話(huà)中艱難地描述自己碰到的問(wèn)題,,最終得以解決,。然后,,他收到一份關(guān)于電話(huà)客服代表的NPS調(diào)查,。而給這位客戶(hù)帶來(lái)無(wú)窮麻煩的網(wǎng)絡(luò)團(tuán)隊(duì),卻沒(méi)有聽(tīng)到任何反饋,。

在所剩無(wú)幾的NPS批判陣營(yíng)中,,位于紐約市的圣約翰大學(xué)市場(chǎng)營(yíng)銷(xiāo)學(xué)教授蒂莫西?凱寧厄姆是最知名的一位。他援引其統(tǒng)計(jì)分析指出,,NPS并不是“衡量公司增長(zhǎng)能力的最可靠的單一指標(biāo)?!痹陬A(yù)測(cè)盈利能力方面,,NPS并不比其它幾個(gè)衡量客戶(hù)情緒的指標(biāo)好到哪里去。但在NPS的信徒看來(lái),,凱寧厄姆把注意力放在了錯(cuò)誤的問(wèn)題上,,因?yàn)樗麄兌颊J(rèn)為單單靠這個(gè)數(shù)字本身并不能給他們帶來(lái)價(jià)值。(凱寧厄姆教授沒(méi)有回應(yīng)《財(cái)富》雜志的采訪(fǎng)請(qǐng)求,。)

隨著NPS變得無(wú)處不在,,許多公司,尤其是那些處于行業(yè)第一梯隊(duì)以下的企業(yè),,逐漸開(kāi)始忽略NPS第一定律(即它與數(shù)字無(wú)關(guān)),,并發(fā)布新聞通稿,,吹噓他們已經(jīng)獲得行業(yè)最高的NPS評(píng)分云云。務(wù)必要對(duì)這種說(shuō)法持懷疑態(tài)度,。鑒于其獲取方式,、時(shí)間和受訪(fǎng)對(duì)象存在巨大差異,這些數(shù)字很少具有可比性,。它們可能會(huì)欺騙公司自己的經(jīng)理人,,但“更糟糕的是讓投資者相信你那些水分很大的評(píng)分是有意義的?!瘪R基說(shuō),。

哪怕是NPS的鐵桿粉絲也不認(rèn)為這是他們唯一需要的客戶(hù)體驗(yàn)工具。他們都在使用許多其他工具,。“這并不是你洞察客戶(hù)需求,,并對(duì)其真實(shí)性深信不疑的唯一方式,?!崩纾訬PS創(chuàng)建之初就使用該指標(biāo)的領(lǐng)航投資客戶(hù)體驗(yàn)主管艾米?克里布斯表示,“它并不一定能讓你洞悉客戶(hù)對(duì)品牌的熱情來(lái)自哪里。沒(méi)錯(cuò),,我們是它的忠實(shí)信徒,,但你還得做其他事情,?!?

此外,,技術(shù)有朝一日可能會(huì)讓NPS淪為明日黃花,?!安环猎O(shè)想這樣一個(gè)世界,一位客服代表在電話(huà)上與客戶(hù)進(jìn)行實(shí)時(shí)交談,,對(duì)話(huà)被實(shí)時(shí)轉(zhuǎn)錄,,根據(jù)客戶(hù)情緒賦分,,并針對(duì)問(wèn)題進(jìn)行扣分,?!盢PS用戶(hù)俱樂(lè)部的另一位尊貴成員,,戴爾科技的施泰因說(shuō),“如今的準(zhǔn)確性還達(dá)不到這一點(diǎn),,但總有一天會(huì)的,。”展望未來(lái),,可能過(guò)不了多久,所有的客戶(hù)體驗(yàn)數(shù)據(jù)都是生物計(jì)量的,、連續(xù)的,,可以從客戶(hù)的脈搏、聲音和呼吸中檢測(cè)出來(lái)。它當(dāng)然可信,。到那時(shí)候,,誰(shuí)還需要NPS呢?

在此之前,,你很難看到這一衡量標(biāo)準(zhǔn)走向式微,。除非有人發(fā)明一種價(jià)值與簡(jiǎn)單性之比更高的工具。17年來(lái),沒(méi)有人做到這一點(diǎn),。最重要的是,,NPS的用戶(hù)群體極其忠誠(chéng)——對(duì)這樣一個(gè)原本用于研究客戶(hù)忠誠(chéng)度的系統(tǒng)來(lái)說(shuō),,這再合適不過(guò)了,?!斑@是一個(gè)長(zhǎng)期指標(biāo),。如果你過(guò)分糾結(jié)于日復(fù)一日或月復(fù)一月的評(píng)分,,你會(huì)把自己逼瘋的?!盜ntuit的羅德里格斯說(shuō),,“但如果你利用它來(lái)改善長(zhǎng)期的評(píng)分,人們永遠(yuǎn)都不會(huì)回來(lái),。從現(xiàn)在開(kāi)始,,我們將以同樣的方式問(wèn)同樣的問(wèn)題,直至奶?;丶?。”就目前而言,,牛群仍然不見(jiàn)蹤影,。

譯者:任文科

凈推薦值全明星

使用NPS的企業(yè)只需用推薦者(即打9到10分的客戶(hù))占比減去貶損者(即打0到6分的客戶(hù))占比,即可得出它的凈推薦值,。以下是十大行業(yè)的領(lǐng)導(dǎo)者,。NPS的忠實(shí)信徒USAA公司在兩個(gè)行業(yè)位列榜首,。

行業(yè)

最低分

平均分

最高分

零售銀行

16

34

78USAA

信用卡

11

38

57(發(fā)現(xiàn)卡)

財(cái)產(chǎn)及意外傷害保險(xiǎn)

18

30

70USAA

財(cái)富管理

18

34

53(領(lǐng)航投資)

有線(xiàn)網(wǎng)絡(luò)

-31

-7

23 Verizon Fios

無(wú)線(xiàn)服務(wù)

3

33

58Consumer Cellular

百貨公司

29

36

42(諾德斯特龍)

雜貨店

-1

29

69H-E-B

藥店

-20

-12

-4(沃爾格林)

快餐店

2

21

60Chick-fil-A

數(shù)據(jù)來(lái)源:貝恩咨詢(xún),Dynata,,ROIRocket

如何在NPS中作弊——為什么你不應(yīng)該這樣做

“任何指標(biāo)都可以被篡改,。”領(lǐng)航投資的客戶(hù)體驗(yàn)主管艾米?克里布斯解釋說(shuō),,在一定程度上,,正是出于這個(gè)原因,“我們沒(méi)有把NPS納入員工獎(jiǎng)勵(lì)體系,。”但有些公司為員工提供評(píng)分激勵(lì),,致使他們采用作弊手段欺騙雇主,最終導(dǎo)致公司在贏得客戶(hù)忠誠(chéng)度的過(guò)程中犯下代價(jià)高昂的錯(cuò)誤,。其中一些最具代表性的作弊技巧包括:

乞討

在客戶(hù)體驗(yàn)領(lǐng)域,,似乎每個(gè)人都聽(tīng)說(shuō)過(guò)這樣的汽車(chē)銷(xiāo)售員。他們往往會(huì)在一筆交易完成時(shí)告訴客戶(hù):“你會(huì)收到一份調(diào)查問(wèn)卷,,如果你不給我打10分,,我就無(wú)法養(yǎng)活孩子了?!痹诨叟c公司的軟件部門(mén)擔(dān)任客戶(hù)體驗(yàn)主管的莫里斯?菲茨杰拉德指出,,在美國(guó)汽車(chē)零售業(yè),這種現(xiàn)象“是常態(tài)而非例外,?!彼粌H是NPS的忠實(shí)用戶(hù),還寫(xiě)過(guò)一本關(guān)于如何應(yīng)用該指標(biāo)的著作,。一些精明的客戶(hù)有時(shí)會(huì)在談判臨近結(jié)束時(shí)使出殺手锏:“再減500美元,,我給你打10分?!?

勸導(dǎo)

客戶(hù)的答復(fù)可能會(huì)受到一些微妙的影響,。在一份由獎(jiǎng)金與凈推薦值掛鉤的經(jīng)理人發(fā)送的調(diào)查問(wèn)卷中,9分和10分可能是綠色,,7分和8分是黃色,,其他分值則是紅色的。他們還有可能另發(fā)一封電郵說(shuō),,只有9分和10分才有意義,。又或者,在詢(xún)問(wèn)凈推薦值問(wèn)題之前,,他們可能會(huì)問(wèn)一個(gè)旨在獲得有利答復(fù)的問(wèn)題,;受訪(fǎng)者希望自己的前后回應(yīng)保持一致,,因此更有可能給出一個(gè)很高的NPS評(píng)分。菲茨杰拉德還介紹了另一種策略:給每位參與回復(fù)的客戶(hù)提供一種類(lèi)似抽獎(jiǎng)的激勵(lì),,從而讓客戶(hù)覺(jué)得如果評(píng)分很低的話(huà),,他們就無(wú)緣大獎(jiǎng)了。

扭曲樣本

確保調(diào)查問(wèn)卷只發(fā)送給那些對(duì)產(chǎn)品感到滿(mǎn)意的客戶(hù)或朋友,?!叭绻卦L(fǎng)是通過(guò)電話(huà)進(jìn)行的,就很容易做到這一點(diǎn),??蛻?hù)手冊(cè)要求員工詢(xún)問(wèn)客戶(hù)是否愿意參加調(diào)查?!狈拼慕芾抡f(shuō),,“在這種情況下,他們干脆就不問(wèn)那些不開(kāi)心的客戶(hù),?!绷硪环N扭曲樣本的方式是,只向剛剛訂購(gòu)新產(chǎn)品的客戶(hù)發(fā)送在線(xiàn)調(diào)查問(wèn)卷,,忽略掉那些你追著討要逾期賬單的客戶(hù),。

填塞選票

“電信供應(yīng)商經(jīng)常在自家的零售店,通過(guò)短信獲取反饋意見(jiàn),?!必惗髯稍?xún)的NPS業(yè)務(wù)主管羅布?馬基介紹說(shuō),“這些銷(xiāo)售終端會(huì)采集客戶(hù)的電話(huà)號(hào)碼,,然后在客戶(hù)拜訪(fǎng)結(jié)束后發(fā)送調(diào)查短信,。一些員工發(fā)現(xiàn)他們可以暫時(shí)把客戶(hù)的號(hào)碼改成自己的號(hào)碼,給自己打個(gè)10分,,然后再把電話(huà)號(hào)碼改回來(lái),。”(財(cái)富中文網(wǎng))

譯者:任文科

當(dāng)每次查閱管理主控臺(tái)屏幕時(shí),,領(lǐng)航投資的首席執(zhí)行官蒂姆?巴克利都會(huì)看到該公司的“凈推薦值”(Net Promoter Score,,下文簡(jiǎn)稱(chēng)NPS)。加州壁柜的首席執(zhí)行官比爾?巴頓每天早上的第一件事就是查看該公司的評(píng)分,,并以此為基礎(chǔ)引領(lǐng)這家壁柜制造商獲得了耀眼的成功,。Intuit的產(chǎn)品經(jīng)理每天都會(huì)查看他們的評(píng)分——自從17年前NPS橫空出世以來(lái),他們就一直在用,。在IBM,,大約有4萬(wàn)名員工使用NPS,負(fù)責(zé)監(jiān)管其使用情況的高管米歇爾?佩魯索感慨道:“它不僅僅是一個(gè)衡量標(biāo)準(zhǔn),,用‘宗教’一詞來(lái)形容也不過(guò)分,?!?

為什么如此多公司對(duì)這樣一個(gè)衡量客戶(hù)情緒的指標(biāo)如何熱衷呢?這種現(xiàn)象看起來(lái)很奇怪,,但它是真真切切的,,而且還在不斷蔓延。至少有三分之二的《財(cái)富》1000強(qiáng)企業(yè)(編者注:這不是一個(gè)嚴(yán)格意義上的榜單,,而是所有登上《財(cái)富》排行榜的公司集合,,也并非只有1000家。)在使用NPS,,其中包括幾乎所有的金融服務(wù),、航空、電信公司和零售商,。是的,,NPS正在悄無(wú)聲息地入駐各大公司高管和數(shù)千家小公司老板的辦公室,其觸角已經(jīng)深入而廣泛地延伸至全球經(jīng)濟(jì)的各個(gè)領(lǐng)域,,盡管很少有人注意到這一點(diǎn),。它的質(zhì)疑者和敵人基本上已經(jīng)被擊潰。現(xiàn)在,,每個(gè)發(fā)達(dá)經(jīng)濟(jì)體和許多新興經(jīng)濟(jì)體都在使用這項(xiàng)指標(biāo)。不僅僅是企業(yè),,所有類(lèi)型的組織都在研究它,;英國(guó)醫(yī)療服務(wù)體系也在使用它。隨著世界各地的組織越來(lái)越癡迷于客戶(hù)體驗(yàn),,NPS在各行業(yè)和各國(guó)的推進(jìn)速度還在持續(xù)加快,。

你或許對(duì)NPS還有些陌生,但你肯定被它觸碰過(guò),。還記得那天收到的電郵或電話(huà)嗎,?它問(wèn)了一個(gè)非常簡(jiǎn)單,堪稱(chēng)NPS帝國(guó)根基的問(wèn)題:“如果讓您在0到10分這個(gè)數(shù)值范圍內(nèi)打分,,您向朋友或同事推薦本公司的可能性有多大,?”你可能還被問(wèn)到第二個(gè)問(wèn)題:“您為什么給出這樣的答復(fù)?”

信不信由你,,差不多就是這樣,。有些公司會(huì)增加一兩個(gè)問(wèn)題,另一些公司會(huì)稍微改變一下措辭,。但這兩個(gè)簡(jiǎn)短問(wèn)題正是備受追捧的NPS系統(tǒng)的精髓所在,。其答復(fù)非常直觀,經(jīng)常是各種表情符號(hào)——從綠色的笑臉到紅色的憤怒臉,,不一而足,。

當(dāng)然,,向客戶(hù)尋求快速反饋僅僅是個(gè)開(kāi)始。盡管這些問(wèn)題或許很簡(jiǎn)單,,但從中獲取價(jià)值的藝術(shù)絕非如此,。在各行各業(yè),富有經(jīng)驗(yàn)的用戶(hù)給我們傳遞出一個(gè)響亮的訊息:NPS是一種非常簡(jiǎn)單,,但極其強(qiáng)大的工具,。不過(guò),越是簡(jiǎn)單的工具,,越是需要使用技巧,;給你一把鑿子,你能夠雕刻出《大衛(wèi)》那樣的不朽名作,,也可以白白毀掉一塊大理石,。一些組織正在熟練地使用NPS,并取得顯著的競(jìng)爭(zhēng)優(yōu)勢(shì),。另一些組織則濫用該系統(tǒng)而一無(wú)所獲,,更糟的是,他們?cè)谄垓_自己,,甚至可能欺騙投資者,。一家公司從NPS中得到的收獲,取決于使用情況,。而它的最佳使用方式,,并不總是像人們預(yù)期的那樣。

要理解NPS何以散發(fā)出如此奪目的光彩,,就必須追本溯源,。2003年,貝恩咨詢(xún)公司的一名顧問(wèn)雷奇漢(Fred Reichheld)在《哈佛商業(yè)評(píng)論》撰寫(xiě)的一篇文章中,,向世人介紹了這項(xiàng)衡量標(biāo)準(zhǔn),。它有著很深的根源。多年來(lái),,雷奇漢一直“專(zhuān)注于研究忠誠(chéng)度和如何善待他人”等問(wèn)題,。他發(fā)現(xiàn),“那些注重贏得客戶(hù)忠誠(chéng)度的公司正在征服世界,?!边@些企業(yè)能賺取更高的利潤(rùn),付給員工更高的薪水,,更長(zhǎng)久地留住員工,,并給予投資者更好的回報(bào)。毫無(wú)疑問(wèn),這是一個(gè)良性循環(huán),。1996年,,他寫(xiě)了一本至今仍在印刷的商業(yè)暢銷(xiāo)書(shū):《忠誠(chéng)效應(yīng)》(The Loyalty Effect),并始終致力于幫助企業(yè)提升客戶(hù)忠誠(chéng)度,?!拔乙庾R(shí)到這是個(gè)領(lǐng)導(dǎo)力問(wèn)題,然后發(fā)覺(jué)這些事情需要很長(zhǎng)時(shí)間才能發(fā)揮效用,?!彼貞浀溃耙虼?,領(lǐng)導(dǎo)者需要借助一個(gè)簡(jiǎn)單的衡量標(biāo)準(zhǔn)來(lái)搞清楚,,‘我們是在贏得客戶(hù),還是在失去客戶(hù),?’”

在當(dāng)時(shí),,一個(gè)簡(jiǎn)單的衡量標(biāo)準(zhǔn)堪稱(chēng)另類(lèi),說(shuō)它褻瀆神明也不過(guò)分,。彼時(shí)的客戶(hù)調(diào)查往往聲勢(shì)浩大,,有時(shí)長(zhǎng)達(dá)100個(gè)問(wèn)題??蛻?hù)對(duì)其憎惡有加,,經(jīng)理們動(dòng)輒需要用80張幻燈片向同事解釋其中的含義。雷奇漢花了兩年時(shí)間為這項(xiàng)衡量標(biāo)準(zhǔn)測(cè)試各種問(wèn)題,?!拔覀冏罱K選擇了推薦幾率,因?yàn)樗钅茴A(yù)測(cè)客戶(hù)的未來(lái)行為,。”他說(shuō),,“選擇這個(gè)問(wèn)題是出于技術(shù)原因,。幸運(yùn)的是,它也讓人們萌生了采取行動(dòng)的想法,。一旦聽(tīng)聞?dòng)腥瞬辉竿扑]公司的產(chǎn)品或服務(wù),,他們就會(huì)設(shè)法解決?!?

至少跟這個(gè)問(wèn)題同等重要的是雷奇漢陳述答復(fù)的方式,。根據(jù)受訪(fǎng)者評(píng)分,打9到10分為“推薦者”,,打7到8分為“被動(dòng)者”,,打6分及以下為“貶損者”。推薦者占比減去貶損者占比,,即為“凈推薦值”,,其分值區(qū)間可以從100到-100,。

最關(guān)鍵的是,它是個(gè)數(shù)字,。你不需要知道有多少人選擇了評(píng)分表上的某個(gè)數(shù)字,,即所謂的加權(quán)平均數(shù);也沒(méi)有圖表,;只是一個(gè)問(wèn)題,、一個(gè)答復(fù)而已?!澳悴槐卦敿?xì)解釋這個(gè)數(shù)字的含義,。”慧與公司的軟件部門(mén)客戶(hù)體驗(yàn)主管莫里斯?菲茨杰拉德說(shuō),。他不僅是NPS的忠實(shí)用戶(hù),,還寫(xiě)過(guò)一本關(guān)于如何應(yīng)用該指標(biāo)的著作?!八旧砭湍芟蛉藗冋f(shuō)明一切,。溝通的簡(jiǎn)單性絕對(duì)是NPS成為黃金標(biāo)準(zhǔn)的重要原因?!?

在開(kāi)發(fā)出世界上最短的客戶(hù)調(diào)查之后,,雷奇漢采取了更加激進(jìn)的做法。他將其公布于眾,?!拔覀儼阉_(kāi)源了,這是一個(gè)革命性舉動(dòng),?!彼f(shuō)。咨詢(xún)公司通常不會(huì)泄露自己的核心機(jī)密,。蓋洛普,、J.D. Power和其他咨詢(xún)巨頭都在其專(zhuān)有方法的基礎(chǔ)上,構(gòu)筑起了成功的客戶(hù)研究實(shí)踐,。這并不是說(shuō)貝恩不喜歡賺錢(qián),。曾經(jīng)與雷奇漢共事,現(xiàn)在擔(dān)任貝恩咨詢(xún)NPS業(yè)務(wù)主管的羅布?馬基回憶說(shuō):“我試著告訴我的合伙人,,我們應(yīng)該盡全力推廣NPS,,以便更快地學(xué)習(xí)。我們希望更多的公司使用它,,并分享成果,。那些真正認(rèn)真的公司將從我們整合的經(jīng)驗(yàn)中受益。”話(huà)說(shuō)回來(lái),,你怎么可能讓世界上最短的客戶(hù)調(diào)查成為秘密呢,?

這是NPS無(wú)所不在的另一個(gè)原因。它不僅簡(jiǎn)單,,而且免費(fèi),。因此,沒(méi)有人確切知道有多少公司在使用,;任何組織都可以完全獨(dú)立地進(jìn)行客戶(hù)調(diào)查,。那么問(wèn)題來(lái)了:NPS到底是一門(mén)生意,還是貝恩咨詢(xún)發(fā)起的一個(gè)公益項(xiàng)目呢,?

事實(shí)證明,,NPS是一個(gè)龐大而繁榮的產(chǎn)業(yè)。任何一家有意使用NPS的組織都會(huì)立即面臨一連串問(wèn)題:我們要把它發(fā)送給誰(shuí),?何時(shí)發(fā)送,?多少客戶(hù)會(huì)給予回應(yīng)?有多少客戶(hù)構(gòu)成有效樣本,?應(yīng)該多久調(diào)查一次,?最大的問(wèn)題是:一旦獲取我們的NPS,我們應(yīng)該怎么做,?

有幾家公司非常樂(lè)意提供幫助,。貝恩咨詢(xún)不愿透露其N(xiāo)PS業(yè)務(wù)的規(guī)模,但這家咨詢(xún)巨頭表示,,它在過(guò)去十年處理了近750個(gè)NPS實(shí)施項(xiàng)目,,并在數(shù)千個(gè)其他客戶(hù)項(xiàng)目中使用了NPS。去年,,軟件業(yè)巨擘SAP斥資80億美元收購(gòu)了Qualtrics,,這家客戶(hù)研究和咨詢(xún)公司的大多數(shù)客戶(hù)都在使用NPS。直接競(jìng)爭(zhēng)對(duì)手是去年上市的Medallia——在新冠疫情重創(chuàng)股價(jià)之前,,其市值一度高達(dá)45億美元,。2017年,NICE Systems以未公開(kāi)的價(jià)格收購(gòu)了小型客戶(hù)體驗(yàn)軟件公司Satmetrix,,雷奇漢曾經(jīng)是后者的董事之一,現(xiàn)在與該公司無(wú)涉,。在這些主要參與者之下,,還有數(shù)十家專(zhuān)門(mén)提供NPS使用建議的小公司,此外還有幾十家只負(fù)責(zé)調(diào)查環(huán)節(jié)的公司,。

NPS行業(yè)甚至包括一些曾經(jīng)與它不共戴天的公司,。例如,蓋洛普一度認(rèn)為NPS對(duì)其咨詢(xún)業(yè)務(wù)構(gòu)成直接威脅,并在2006年稱(chēng)其為“一種大錯(cuò)特錯(cuò)的流行觀點(diǎn),?!边@種態(tài)度業(yè)已轉(zhuǎn)變?!拔覀儾坏貌怀姓J(rèn)它的長(zhǎng)處,。”蓋洛普的執(zhí)行總裁吉姆?阿斯普朗德說(shuō),,“人們都在使用NPS,,并發(fā)現(xiàn)了其中蘊(yùn)含的價(jià)值,所以它肯定有一些值得稱(chēng)道的東西,?!鄙w洛普甚至將NPS納入自己的工作?!拔覀円恢痹诓榭纯蛻?hù)的NPS數(shù)據(jù),,并加以利用?!卑⑺蛊绽实抡f(shuō),。

在J.D. Power公司,“NPS剛剛出現(xiàn)時(shí),,大家的反應(yīng)有點(diǎn)復(fù)雜,,覺(jué)得它有可能成為一大勁敵?!痹摴镜难芯恐鞴芙芤?邁耶斯回憶道,。但在五年前,貝恩委托Power進(jìn)行NPS調(diào)查,,盡管該協(xié)議已經(jīng)到期,,但Power仍然在為客戶(hù)測(cè)量NPS?!昂芏嗳硕加盟?。”邁耶斯說(shuō),,“我們?yōu)樗麄兲峁┦褂媒ㄗh?,F(xiàn)在,我們認(rèn)為凈推薦值與我們的工具相輔相成,?!?

至于NPS的最佳使用方式,不妨去問(wèn)問(wèn)那些使用該指標(biāo)的大公司高管,,你會(huì)感到驚訝的,。盡管這個(gè)簡(jiǎn)單的衡量標(biāo)準(zhǔn)蘊(yùn)含著設(shè)計(jì)者的無(wú)數(shù)心血,,但這些高管一致認(rèn)為,價(jià)值并不是來(lái)自這個(gè)數(shù)字,。即便在持續(xù)錄得全美最高NPS評(píng)分的金融服務(wù)公司USAA,,評(píng)分的高低也不是最重要的。其研究主管胡里奧?埃斯特韋斯-布萊頓說(shuō):“對(duì)于我們來(lái)說(shuō),,最重要的教益是客戶(hù)告訴我們的事情,,而不是這個(gè)數(shù)字?!痹谂琶^低的無(wú)線(xiàn)運(yùn)營(yíng)商行業(yè)中獲得最高NPS評(píng)分的威瑞森電信公司,,也發(fā)現(xiàn)了同樣的情況?!斑@不是為了追逐數(shù)字,。”NPS的應(yīng)用事務(wù)主管黛博拉?坎貝爾說(shuō),,“它真正的意義在于了解客戶(hù)的需求,,以及他們想從我們這里得到什么?!?

也就是說(shuō),,盡管評(píng)分成為萬(wàn)眾矚目的焦點(diǎn),但真正帶來(lái)價(jià)值的是第二個(gè)問(wèn)題:“您為什么給出這樣的評(píng)分,?”就連貝恩咨詢(xún)也認(rèn)同這一點(diǎn),。“任何人都可以雇傭一家研究公司衡量其評(píng)分,?!痹摴镜腘PS業(yè)務(wù)主管馬基說(shuō),“更加有力,,也是產(chǎn)生真正影響力所需的措施是,,充分利用每位客戶(hù)的反饋意見(jiàn)?!盢PS評(píng)分吸引了所有人的眼球,,也確實(shí)是一個(gè)很有用的趨勢(shì)指標(biāo)。但第一個(gè)問(wèn)題真正重要的地方在于,,它為第二個(gè)問(wèn)題做了鋪墊,。

對(duì)于擁有數(shù)千乃至數(shù)百萬(wàn)客戶(hù)的公司來(lái)說(shuō),解析第二個(gè)問(wèn)題的答案絕非易事,。但現(xiàn)在可以利用技術(shù)來(lái)讀取反饋意見(jiàn),,并予以分析?!罢嬲木A部分和可操作的洞見(jiàn)來(lái)自一字不差的反饋記錄,。”戴爾科技公司的馬克?施泰因說(shuō),,“我們已經(jīng)意識(shí)到將數(shù)據(jù)科學(xué)和機(jī)器學(xué)習(xí)引入NPS的重要性,。”

有時(shí)候,,公司發(fā)現(xiàn)的信息并不引人注目,,但卻很重要。例如,,它可能是一個(gè)廣泛的問(wèn)題,。“客戶(hù)普遍認(rèn)為我們的一些技術(shù)文檔必須進(jìn)行全面改進(jìn),?!贝饲霸?jīng)在花旗銀行和Travelocity 實(shí)施NPS的IBM高管佩魯索說(shuō),它也可能是個(gè)小問(wèn)題,,比如“一個(gè)客戶(hù)團(tuán)隊(duì)沒(méi)有意識(shí)到客戶(hù)在熟悉其產(chǎn)品的過(guò)程中遇到了麻煩,。”持續(xù)不斷地解決這些障礙會(huì)形成一種累積效應(yīng),,而如果沒(méi)有客戶(hù)的反饋,,公司可能永遠(yuǎn)都意識(shí)不到這些問(wèn)題?!霸S多公司正在利用這項(xiàng)數(shù)據(jù)持續(xù)改善客戶(hù)體驗(yàn),,這讓我深感震撼?!敝铝τ谘芯縉PS的哈佛商學(xué)院教授鮑里斯?格羅伊斯伯格說(shuō),,“五年的投資回報(bào)率遠(yuǎn)遠(yuǎn)高于你在三到六個(gè)月內(nèi)獲得的回報(bào)?!?

在其他時(shí)候,,“逐字記錄”的價(jià)值在于它能夠集中管理者的思維。Intuit的首席產(chǎn)品和設(shè)計(jì)官迭戈?羅德里格斯表示,,“無(wú)論什么時(shí)候登錄管理系統(tǒng),,我都能看到不斷涌入的逐字反饋記錄。它非常接地氣,,讓人備感謙卑,。”這就是為什么加州壁柜的首席執(zhí)行官巴頓每天都要閱讀前一天的逐字記錄:“我希望每天進(jìn)入我耳朵的第一個(gè)聲音是顧客的聲音,。它能夠給我一種腳踏實(shí)地的感覺(jué),。”

客戶(hù)并非總是感到滿(mǎn)意,。傾聽(tīng)的姿態(tài)固然可取,,但僅僅傾聽(tīng)是無(wú)濟(jì)于事的,,你還需要行動(dòng)起來(lái)。在NPS的世界中,,對(duì)非推薦者做出反應(yīng)被稱(chēng)為“閉環(huán)”,,這一點(diǎn)至關(guān)重要?!拔覄倓偨?jīng)歷了一次非常糟糕的乘機(jī)體驗(yàn),。”佩魯索說(shuō),,“回復(fù)NPS調(diào)查時(shí),,我寫(xiě)到了這段經(jīng)歷,但隨后覺(jué)得,,‘為什么要寫(xiě)這事,?我知道他們不會(huì)回應(yīng)的?!麄兇_實(shí)沒(méi)有回應(yīng),,而我是一名真正的空中飛人?!彼挠^點(diǎn)是:“要是你不打算做點(diǎn)什么,,就別問(wèn)這個(gè)問(wèn)題。就像我乘坐的航空公司——他們那樣做只會(huì)讓我更加憤怒,?!?

即使在大型零售企業(yè),閉環(huán)也是一項(xiàng)令人生畏的工作,,但并非不可能完成的任務(wù),。加拿大豐業(yè)銀行的客戶(hù)體驗(yàn)主管卡羅琳?桑德斯說(shuō):“從一線(xiàn)員工到高管,我們公司的每個(gè)成員都會(huì)回訪(fǎng)客戶(hù),?!边@家銀行利用NPS在拉丁美洲大舉擴(kuò)張?!白?016年11月以來(lái),,我們已經(jīng)進(jìn)行了100多萬(wàn)次回訪(fǎng)?!?

由于NPS非常簡(jiǎn)單,,許多公司對(duì)它的使用早已超出其最初的用途:他們不僅測(cè)量自己的,還經(jīng)常測(cè)量競(jìng)爭(zhēng)對(duì)手的NPS,。不一定非要拿到別人的客戶(hù)名單,。公司會(huì)聘請(qǐng)調(diào)查機(jī)構(gòu)隨機(jī)給人們打電話(huà)或發(fā)郵件,詢(xún)問(wèn)他們跟某一特定行業(yè)的哪些公司有業(yè)務(wù)往來(lái),。事實(shí)上,,許多公司都是通過(guò)第三方來(lái)獲取其評(píng)分的,,因?yàn)榻Y(jié)果更加客觀?!白畲蟮钠钔霈F(xiàn)在以自己的名義發(fā)送調(diào)查請(qǐng)求的時(shí)候,。”雷奇漢說(shuō),,“如果你徑直詢(xún)問(wèn)客戶(hù),‘我是某某公司,,你覺(jué)得我們?cè)趺礃??’你就可以把評(píng)分提高30到40分?!?

許多公司發(fā)現(xiàn),,調(diào)查那些根本不是客戶(hù)的群體,往往可以學(xué)到很多東西,。向沒(méi)有購(gòu)買(mǎi)過(guò)產(chǎn)品的潛在客戶(hù)詢(xún)問(wèn)NPS問(wèn)題,,經(jīng)常會(huì)給人以深刻的啟迪。調(diào)查問(wèn)詢(xún)自家員工也是大勢(shì)所趨,;了解他們是否會(huì)向朋友或同事推薦自己的工作場(chǎng)所,,以及為什么這樣做,可以讓你大開(kāi)眼界,。

像所有簡(jiǎn)單的工具一樣,,對(duì)NPS使用不當(dāng),有可能釀成破壞性后果,。長(zhǎng)期用戶(hù)一致認(rèn)為,,有一件事千萬(wàn)不要做:“如果你想讓NPS執(zhí)行得不好,那就從提供評(píng)分激勵(lì)開(kāi)始吧,?!必S業(yè)銀行的高管納喬?德尚這樣說(shuō)道。一旦牽扯到薪酬,,員工就會(huì)展現(xiàn)驚人的“創(chuàng)造力”,。由此產(chǎn)生的數(shù)據(jù)甚至比無(wú)用的數(shù)據(jù)還要糟糕,因?yàn)楣芾碚咭庾R(shí)不到它是假的,。盡管如此,,許多公司還是將某些員工的薪酬與凈推薦值掛鉤。

馬基說(shuō),,其他的破壞性錯(cuò)誤“也可能是好心辦壞事,。”例如,,當(dāng)一家汽車(chē)保險(xiǎn)公司在收集客戶(hù)對(duì)理賠流程的反饋意見(jiàn)時(shí),,“一些鬼才決定只問(wèn)那些已經(jīng)得到理賠的客戶(hù),,因?yàn)檫@意味著整個(gè)流程結(jié)束了?!碑?dāng)然,,這也意味著公司沒(méi)有聽(tīng)取那些沒(méi)有得到理賠的客戶(hù)的心聲。一個(gè)常見(jiàn)的錯(cuò)誤,,會(huì)發(fā)生在評(píng)分只歸因于客戶(hù)的最后一個(gè)接觸點(diǎn)的時(shí)候,。比如,一位客戶(hù)開(kāi)始在線(xiàn)交易,,出現(xiàn)故障,,聯(lián)系呼叫中心。在漫長(zhǎng)的等待之后,,他在電話(huà)中艱難地描述自己碰到的問(wèn)題,,最終得以解決。然后,,他收到一份關(guān)于電話(huà)客服代表的NPS調(diào)查,。而給這位客戶(hù)帶來(lái)無(wú)窮麻煩的網(wǎng)絡(luò)團(tuán)隊(duì),卻沒(méi)有聽(tīng)到任何反饋,。

在所剩無(wú)幾的NPS批判陣營(yíng)中,,位于紐約市的圣約翰大學(xué)市場(chǎng)營(yíng)銷(xiāo)學(xué)教授蒂莫西?凱寧厄姆是最知名的一位。他援引其統(tǒng)計(jì)分析指出,,NPS并不是“衡量公司增長(zhǎng)能力的最可靠的單一指標(biāo),。”在預(yù)測(cè)盈利能力方面,,NPS并不比其它幾個(gè)衡量客戶(hù)情緒的指標(biāo)好到哪里去,。但在NPS的信徒看來(lái),凱寧厄姆把注意力放在了錯(cuò)誤的問(wèn)題上,,因?yàn)樗麄兌颊J(rèn)為單單靠這個(gè)數(shù)字本身并不能給他們帶來(lái)價(jià)值,。(凱寧厄姆教授沒(méi)有回應(yīng)《財(cái)富》雜志的采訪(fǎng)請(qǐng)求。)

隨著NPS變得無(wú)處不在,,許多公司,,尤其是那些處于行業(yè)第一梯隊(duì)以下的企業(yè),逐漸開(kāi)始忽略NPS第一定律(即它與數(shù)字無(wú)關(guān)),,并發(fā)布新聞通稿,,吹噓他們已經(jīng)獲得行業(yè)最高的NPS評(píng)分云云。務(wù)必要對(duì)這種說(shuō)法持懷疑態(tài)度,。鑒于其獲取方式,、時(shí)間和受訪(fǎng)對(duì)象存在巨大差異,這些數(shù)字很少具有可比性。它們可能會(huì)欺騙公司自己的經(jīng)理人,,但“更糟糕的是讓投資者相信你那些水分很大的評(píng)分是有意義的,。”馬基說(shuō),。

哪怕是NPS的鐵桿粉絲也不認(rèn)為這是他們唯一需要的客戶(hù)體驗(yàn)工具,。他們都在使用許多其他工具?!斑@并不是你洞察客戶(hù)需求,,并對(duì)其真實(shí)性深信不疑的唯一方式?!崩?,自NPS創(chuàng)建之初就使用該指標(biāo)的領(lǐng)航投資客戶(hù)體驗(yàn)主管艾米?克里布斯表示,“它并不一定能讓你洞悉客戶(hù)對(duì)品牌的熱情來(lái)自哪里,。沒(méi)錯(cuò),我們是它的忠實(shí)信徒,,但你還得做其他事情,。”

此外,,技術(shù)有朝一日可能會(huì)讓NPS淪為明日黃花,。“不妨設(shè)想這樣一個(gè)世界,,一位客服代表在電話(huà)上與客戶(hù)進(jìn)行實(shí)時(shí)交談,,對(duì)話(huà)被實(shí)時(shí)轉(zhuǎn)錄,根據(jù)客戶(hù)情緒賦分,,并針對(duì)問(wèn)題進(jìn)行扣分,。”NPS用戶(hù)俱樂(lè)部的另一位尊貴成員,,戴爾科技的施泰因說(shuō),,“如今的準(zhǔn)確性還達(dá)不到這一點(diǎn),但總有一天會(huì)的,?!闭雇磥?lái),可能過(guò)不了多久,,所有的客戶(hù)體驗(yàn)數(shù)據(jù)都是生物計(jì)量的,、連續(xù)的,可以從客戶(hù)的脈搏,、聲音和呼吸中檢測(cè)出來(lái),。它當(dāng)然可信。到那時(shí)候,誰(shuí)還需要NPS呢,?

在此之前,,你很難看到這一衡量標(biāo)準(zhǔn)走向式微。除非有人發(fā)明一種價(jià)值與簡(jiǎn)單性之比更高的工具,。17年來(lái),,沒(méi)有人做到這一點(diǎn)。最重要的是,,NPS的用戶(hù)群體極其忠誠(chéng)——對(duì)這樣一個(gè)原本用于研究客戶(hù)忠誠(chéng)度的系統(tǒng)來(lái)說(shuō),,這再合適不過(guò)了?!斑@是一個(gè)長(zhǎng)期指標(biāo),。如果你過(guò)分糾結(jié)于日復(fù)一日或月復(fù)一月的評(píng)分,你會(huì)把自己逼瘋的,?!盜ntuit的羅德里格斯說(shuō),“但如果你利用它來(lái)改善長(zhǎng)期的評(píng)分,,人們永遠(yuǎn)都不會(huì)回來(lái),。從現(xiàn)在開(kāi)始,我們將以同樣的方式問(wèn)同樣的問(wèn)題,,直至奶?;丶摇,!本湍壳岸?,牛群仍然不見(jiàn)蹤影。

譯者:任文科

凈推薦值全明星

使用NPS的企業(yè)只需用推薦者(即打9到10分的客戶(hù))占比減去貶損者(即打0到6分的客戶(hù))占比,,即可得出它的凈推薦值,。以下是十大行業(yè)的領(lǐng)導(dǎo)者。NPS的忠實(shí)信徒USAA公司在兩個(gè)行業(yè)位列榜首,。

行業(yè) 最低分 平均分 最高分

零售銀行 16 34 78(USAA)

信用卡 11 38 57(發(fā)現(xiàn)卡)

財(cái)產(chǎn)及意外傷害保險(xiǎn) 18 30 70(USAA)

財(cái)富管理 18 34 53(領(lǐng)航投資)

有線(xiàn)網(wǎng)絡(luò) -31 -7 23 (Verizon Fios)

無(wú)線(xiàn)服務(wù) 3 33 58(Consumer Cellular)

百貨公司 29 36 42(諾德斯特龍)

雜貨店 -1 29 69(H-E-B)

藥店 -20 -12 -4(沃爾格林)

快餐店 2 21 60(Chick-fil-A )

數(shù)據(jù)來(lái)源:貝恩咨詢(xún),,Dynata,ROIRocket

如何在NPS中作弊——為什么你不應(yīng)該這樣做

“任何指標(biāo)都可以被篡改,?!鳖I(lǐng)航投資的客戶(hù)體驗(yàn)主管艾米?克里布斯解釋說(shuō),在一定程度上,,正是出于這個(gè)原因,,“我們沒(méi)有把NPS納入員工獎(jiǎng)勵(lì)體系?!钡行┕緸閱T工提供評(píng)分激勵(lì),,致使他們采用作弊手段欺騙雇主,最終導(dǎo)致公司在贏得客戶(hù)忠誠(chéng)度的過(guò)程中犯下代價(jià)高昂的錯(cuò)誤。其中一些最具代表性的作弊技巧包括:

乞討

在客戶(hù)體驗(yàn)領(lǐng)域,,似乎每個(gè)人都聽(tīng)說(shuō)過(guò)這樣的汽車(chē)銷(xiāo)售員,。他們往往會(huì)在一筆交易完成時(shí)告訴客戶(hù):“你會(huì)收到一份調(diào)查問(wèn)卷,如果你不給我打10分,,我就無(wú)法養(yǎng)活孩子了,。”曾在慧與公司的軟件部門(mén)擔(dān)任客戶(hù)體驗(yàn)主管的莫里斯?菲茨杰拉德指出,,在美國(guó)汽車(chē)零售業(yè),,這種現(xiàn)象“是常態(tài)而非例外?!彼粌H是NPS的忠實(shí)用戶(hù),,還寫(xiě)過(guò)一本關(guān)于如何應(yīng)用該指標(biāo)的著作。一些精明的客戶(hù)有時(shí)會(huì)在談判臨近結(jié)束時(shí)使出殺手锏:“再減500美元,,我給你打10分,。”

勸導(dǎo)

客戶(hù)的答復(fù)可能會(huì)受到一些微妙的影響,。在一份由獎(jiǎng)金與凈推薦值掛鉤的經(jīng)理人發(fā)送的調(diào)查問(wèn)卷中,,9分和10分可能是綠色,7分和8分是黃色,,其他分值則是紅色的。他們還有可能另發(fā)一封電郵說(shuō),,只有9分和10分才有意義,。又或者,在詢(xún)問(wèn)凈推薦值問(wèn)題之前,,他們可能會(huì)問(wèn)一個(gè)旨在獲得有利答復(fù)的問(wèn)題,;受訪(fǎng)者希望自己的前后回應(yīng)保持一致,因此更有可能給出一個(gè)很高的NPS評(píng)分,。菲茨杰拉德還介紹了另一種策略:給每位參與回復(fù)的客戶(hù)提供一種類(lèi)似抽獎(jiǎng)的激勵(lì),,從而讓客戶(hù)覺(jué)得如果評(píng)分很低的話(huà),他們就無(wú)緣大獎(jiǎng)了,。

扭曲樣本

確保調(diào)查問(wèn)卷只發(fā)送給那些對(duì)產(chǎn)品感到滿(mǎn)意的客戶(hù)或朋友,。“如果回訪(fǎng)是通過(guò)電話(huà)進(jìn)行的,,就很容易做到這一點(diǎn),。客戶(hù)手冊(cè)要求員工詢(xún)問(wèn)客戶(hù)是否愿意參加調(diào)查,?!狈拼慕芾抡f(shuō),“在這種情況下,他們干脆就不問(wèn)那些不開(kāi)心的客戶(hù),?!绷硪环N扭曲樣本的方式是,只向剛剛訂購(gòu)新產(chǎn)品的客戶(hù)發(fā)送在線(xiàn)調(diào)查問(wèn)卷,,忽略掉那些你追著討要逾期賬單的客戶(hù),。

填塞選票

“電信供應(yīng)商經(jīng)常在自家的零售店,通過(guò)短信獲取反饋意見(jiàn),?!必惗髯稍?xún)的NPS業(yè)務(wù)主管羅布?馬基介紹說(shuō),“這些銷(xiāo)售終端會(huì)采集客戶(hù)的電話(huà)號(hào)碼,,然后在客戶(hù)拜訪(fǎng)結(jié)束后發(fā)送調(diào)查短信,。一些員工發(fā)現(xiàn)他們可以暫時(shí)把客戶(hù)的號(hào)碼改成自己的號(hào)碼,給自己打個(gè)10分,,然后再把電話(huà)號(hào)碼改回來(lái),。”(財(cái)富中文網(wǎng))

譯者:任文科

VANGUARD CEO Tim Buckley sees his firm’s Net Promoter Score every time he looks at the management dashboard on his screen. Bill Barton, CEO of California Closets, checks his company’s score first thing every morning and has built his highly successful business on it. Intuit product managers check their score every day and have been using it since it was invented 17 years ago. Some 40,000 employees use it at IBM, and the executive who oversees its use, Michelle Peluso, says, “It’s more than a metric. One could use the word ‘religion.’ ”

All this devotion for a particular measure of customer sentiment? It may seem bizarre, but the phenomenon is real and growing. At least two-thirds of the Fortune 1000 use the Net Promoter Score, including most or all of the financial service companies, airlines, telecom companies, retailers, and others. Quietly, steadily, without anyone much noticing, NPS has moved into the C-suites of most big companies and the owners’ offices of thousands of small ones—extending its reach deeply and broadly through the global economy. Skeptics and enemies have largely been vanquished. It is now used in every developed economy and many emerging ones. It’s pored over in all types of organizations, not just businesses; in Britain, the National Health Service uses it. As organizations everywhere obsess over the customer experience, NPS’s advance across industries and countries is, if anything, accelerating.

If you are somehow unfamiliar with the Net Promoter Score, you have nonetheless been touched by it—guaranteed. That’s because you have received an email or a phone call asking the one simple question at the foundation of the NPS empire: “On a scale of zero to 10, how likely is it that you would recommend [Company Name] to a friend or colleague?” You were probably asked a second question also: “Why did you give the answer you gave?”

And that, believe it or not, is pretty much it. Some companies add another question or two, and some alter the language slightly, but those two short questions are the essence of the system that inspires so much rampant enthusiasm. The results are so straightforward that they’re often expressed as emoticons—from green smiley faces to red angry faces.

Asking customers for a quick piece of feedback is just the beginning, of course. While the questions may be simple, the art of getting value from them is not. Talk to experienced users in a wide range of industries, and one message comes through loudly: NPS is a tool, very simple and very powerful. The simpler the tool, the more skill it requires; given a chisel, you can carve David or you can ruin a block of marble. Some organizations are using NPS skillfully and achieving significant competitive advantage. Others are misusing it and getting nothing or, worse, are deluding themselves and potentially their investors. The results a company gets from NPS depend on how well it’s used. And the wisdom on how to use it best is not always what one might expect.

****

TO understand what makes NPS so compelling, it’s necessary to know where it came from. The metric was introduced to the world in a 2003 article in the Harvard Business Review by Fred Reichheld, a Bain consultant. Its roots are deep. For years Reichheld had been “focused on loyalty and treating people right,” he says. He found that “companies that focus on earning the loyalty of customers are taking over the world.” They make higher profits, pay employees more, keep employees longer, reward investors better—a virtuous circle. In 1996 he wrote The Loyalty Effect, a business bestseller that’s still in print, and kept working with clients who wanted their customers to be more loyal. “I realized it was a leadership thing and then realized that these things take a long time to play out,” he recalls. “So leaders needed a simple metric to find out, ‘Are we winning or losing with our customers?’ ”

A simple metric was unorthodox at the time, even blasphemous. The customer surveys of the day were massive, sometimes 100 questions long. Customers hated them, and managers needed an 80-slide deck to explain them to colleagues. Reichheld spent two years testing questions for his simple metric. “We picked likelihood to recommend because it best predicted future behavior of customers,” he says. “We picked it on a technical basis. Fortunately, it also makes people want to take action. If someone hears that someone won’t recommend them, they want to fix that.”

At least as important as the question is Reichheld’s way of stating the answer. A respondent who gives a 9 or 10 on the scale is a promoter; a 7 or 8 is a passive; a 6 or lower is a detractor. Subtract the percentage who are detractors from the percentage who are promoters, and that’s the Net Promoter Score, which can range from 100 to –100.

Crucially, it’s one number. You needn’t know how many people chose each number on the scale, or the weighted average; there are no charts or graphs. It’s one question with one answer. “You don’t have to explain in detail what the number means,” says Maurice FitzGerald, who used NPS when he ran the customer experience function at Hewlett Packard Enterprise’s software division and who has written a book on how to apply NPS. “It speaks to people so well. The simplicity of communication is absolutely why NPS is the standard.”

Having developed the world’s shortest customer survey, Reichheld then got even more radical. He told the world what it was. “We made it open-source, which was a revolutionary move,” he says. Consulting firms don’t give away their secrets. Gallup, J.D. Power, and others had built successful customer research practices based on proprietary methodologies. Not that Bain was averse to making money. But Rob Markey, who worked with Reichheld and now heads the firm’s NPS practice, recalls, “I tried to tell my partners that we should use NPS as widely as possible to learn faster. We wanted more companies to use it and share their results. Those that were really serious would benefit from our consolidating the experience of all these companies.” Besides, how could anybody keep the world’s shortest customer survey a secret?

That’s another reason NPS is everywhere. It’s not just simple, it’s also free. As a result, no one knows exactly how many companies use it; any organization can send out the survey entirely on its own. Which raises an obvious question: Is NPS a business or just a pro bono project at Bain?

Turns out NPS is a large and thriving industry. Any organization wanting to use NPS immediately faces a raft of questions: To whom do we send it? When? How many customers will respond, and how many constitute a valid sample? How often should they be polled? And the biggest question of all: Once we’ve learned our NPS, what should we do?

Several firms will be happy to help. Bain won’t disclose the dollar volume of its NPS practice but says the firm has handled nearly 750 NPS implementation projects over the past decade and has used NPS in thousands of other client projects. Last year SAP paid $8 billion for Qualtrics, a customer research and consulting firm, most of whose clients use NPS. A direct competitor is Medallia, which went public last year; it was worth $4.5 billion before the coronavirus clobbered the stock. Reichheld was a director of a smaller customer experience software firm, Satmetrix, which was bought by NICE Systems in 2017 for an undisclosed sum; Reichheld is no longer involved with it. Beneath these major players are dozens of smaller firms that advise on the use of NPS, plus dozens more that just handle the surveying.

The NPS industry even includes companies that once were bitter enemies of the metric. Gallup, seeing a direct threat to its consulting business, in 2006 called NPS “a popular idea that’s dead wrong.” That view has evolved. “We have to hand it to them,” says Gallup executive Jim Asplund. “People have been using it and finding value in it, so there must be something there. ” Gallup even incorporates NPS into its work. Asplund says, “We look at our clients’ NPS data all the time and make use of it.”

At J.D. Power, “when NPS appeared, reaction was kind of mixed—it could be a competitor,” recalls Jay Meyers, the firm’s research chief. But five years ago Bain engaged Power to conduct NPS surveys, and even though that deal has expired, Power continues to measure NPS for clients. “Lots of them use it,” says Meyers. “We advise them on how to use it. We look at Net Promoter definitely as complementary now.”

As for the best way to use it, ask executives at major companies that use NPS and you’ll get a surprise. For all the work that went into devising this one simple metric, they say unanimously that the value doesn’t come from the number. Even at USAA, the financial services firm that continually posts some of the highest Net Promoter Scores in America, the score isn’t what counts. “The most important thing we’ve learned above all is what customers tell us, not the number,” says Julio Estevez-Breton, who oversees the research. Verizon, which gets some of the best scores in a low-ranking industry, has found the same. “It’s not about chasing the number,” says Deborah Campbell, who oversees Verizon’s use of NPS. “It’s about understanding what our customers want and need from us.”

That is, even though the score gets all the attention, it’s the second question—“Why did you give the score that you gave?”—that delivers the value. Even Bain agrees. “Anyone can hire a research firm and measure their score,” says Markey. “What’s more powerful, and required to get the real impact, is to make use of feedback from individual customers.” The score grabs everyone’s interest and is useful as a trend indicator, but the real importance of the first question is that it sets up the second question.

Parsing the answers to that second question is not easy for companies with thousands or millions of customers. But now technology can read responses and analyze them. “The real gem and actionable insights come from the verbatim transcripts,” says Marc Stein of Dell Technologies, “and we’ve learned the importance of bringing data science and machine learning to NPS.”

Sometimes what companies discover is undramatic but important. It could be a broad issue, for example, “clients who think in general that some of our tech documentation has to be overhauled and improved,” says IBM’s Peluso, who implemented NPS in previous jobs at Citigroup and Travelocity. Or it could be a narrow issue, such as “an account team that didn’t realize a client was having trouble onboarding their offering.” Constantly addressing those roadblocks, which the company might never have known about otherwise, builds a cumulative effect. “I’ve been blown away by how this data can be used for continuous improvement of customer experience,” says Boris Groysberg, a Harvard Business School professor who has studied NPS. “The ROI over five years is so much higher than you can get in three to six months.”

At other times the value of the “verbatims” is their power to center a manager’s thinking. At Intuit, chief product and design officer Diego Rodriguez says, “I can log in at any point and see the verbatims coming in. It’s very grounding and humbling.” That’s why California Closets CEO Barton starts his day reading the previous day’s verbatims: “I want the first voice in my ear every day to be the customer’s voice. It just grounds me.”

The customer isn’t always happy, and while listening is nice, it doesn’t help. Only action does. Responding to non-promoters is called “closing the loop” in the NPS world, and it’s vital. “I just had a bad experience with an airline,” says Peluso. “When I got an NPS survey, I wrote back about my experience, but then I thought, ‘Why am I writing this? I know you won’t respond.’ They didn’t, and I’m a really high-level flier.” Her view: “Don’t ask the question if you’re not going to do something about it. It’s like the airline— they’re making me angrier.”

Even in a big retail business where closing the loop seems daunting, it isn’t impossible. “From frontline employees to our executives, we call customers back,” says Carolyn Saunders, who oversees customer experience at Scotiabank, a Canadian bank that has expanded aggressively through Latin America using NPS. “We’ve conducted over a million callbacks since November 2016.”

Because NPS is so simple, many companies are applying it beyond its original use, often by measuring the NPS of competitors. It isn’t necessary to get the other guys’ customer lists; companies hire survey firms to call or email people at random, asking which companies in a given industry they do business with. In fact, many companies use third-party firms to learn their own score because the result is more objective. “The biggest bias is to send a survey request under your own name,” says Reichheld. “You can kick up your score 30 to 40 points by saying, ‘I’m with such-and-such company, and what did you think of us?’ ”

****

COMPANIES ARE even finding they can learn a lot by surveying people who aren’t customers at all. Asking the NPS questions of prospects who didn’t buy is highly revealing. Surveying the company’s own employees is also a strong trend; finding out if they would recommend their workplace to a friend or colleague, and why, can be eye-opening.

Like all simple tools, NPS can be used destructively. Longtime users agree on the No. 1 thing not to do: “If you want a bad NPS implementation, start by incentivizing the scores,” says Nacho Deschamps, a top executive at Scotiabank. When pay is at stake, employees can be marvelously creative. The resulting data will be worse than useless because managers won’t realize it’s fake. Many companies nonetheless link compensation for some employees to Net Promoter Scores.

Other damaging errors “can be done with the best of intentions and produce terrible results,” says Markey. For example, at an auto insurance company that was collecting feedback on its claims process, “some genius decided to ask only those customers whose claims had been paid, because it meant the process was over.” Of course it also meant the company didn’t hear the opinions of customers whose claims had not been paid. A common blunder occurs when a score is attributed only to the customer’s last point of contact. For example, a customer starts a transaction online, fails, contacts the call center, gets put on hold, struggles to describe the problem, eventually gets it fixed—and then receives an NPS survey about the phone rep. The web team, the source of the customer’s problem, hears nothing.

The chief remaining critic of NPS as a metric is Timothy Keiningham, a professor of marketing at St. John’s University in New York City. He argues that his statistical analyses show NPS is not “the single most reliable indicator of a company’s ability to grow” and is no better than several other measures of customer sentiment at predicting profitability. But to NPS believers, he’s focused on the wrong issue, since they all agree that the number alone isn’t what gives them value. (Professor Keiningham did not respond to interview requests.)

As NPS becomes ubiquitous, many companies, especially those below an industry’s top tier, have taken to ignoring the first law of NPS—it isn’t about the number— and issuing press releases bragging that they’ve achieved the highest NPS in their industry. Be skeptical of such claims. The numbers are rarely comparable because of differences in how, when, and from whom the results were obtained. They may delude the company’s own managers, “but worse,” says Markey,“ is convincing investors that your deluded score is meaningful.”

Not even NPS’s most ardent fans think it’s the only customer experience tool they need. They all use many others as well. “It’s not the only way you get insights on what your customers need and believe to be true,” says Amy Cribbs, a customer experience executive at Vanguard, which has used NPS since it was created. For example, “it doesn’t always give you the insight on where that passion for your brand comes from. We are big believers in it, but there are other things you have to do.”

In addition, technology could someday make NPS obsolete. “You could envision a world where a rep is talking to a customer live on the phone, with the conversation being transcribed in real time and scored for customer sentiment and bucketed for issues,” says Stein of Dell Technologies, another charter member of the NPS users’ club. “Today the accuracy just isn’t there. But it will be.” Only a little further into the future, all customer experience data could be biometric and continuous, detected from a customer’s pulse, voice, and breathing. It’s plausible. And who would need NPS?

Until then, it’s hard to see the metric waning. Someone would have to invent a tool with a higher ratio of value to simplicity. In 17 years, no one has done it. Most important—fittingly for a system that originated as a way of studying loyalty—its users are extraordinarily steadfast. “This is a long-term metric. You can drive yourself crazy if you get hung up on the day-to-day or month-to-month,” says Rodriguez of Intuit, which has used NPS since it was invented. “But if you use it for improving long-term, people will never go back. We’re going to ask the same questions in the same way from now until the cows come home.” For now, the cows are nowhere to be seen.

****

NET PROMOTER ALL-STARS

To calculate their Net Promoter Scores, companies subtract the percentage of customers who rank them between 0 and 6 on a 10-point scale (detractors) from the percentage who give them a 9 or 10 (promoters). Here are the leaders in 10 industries. NPS true believer USAA tops two categories.

Industry Lowest Average Highest

Retail banking 16 34 78 (USAA)

Credit cards 11 38 57 (Discover)

Property and casualty insurance -18 30 70 (USAA)

Wealth management 18 34 53 (Vanguard)

Wired network operations -31 -7 23 (Verizon Fios)

Wireless service (postpaid) 3 33 58 (Consumer Cellular)

Department stores 29 36 42 (Nordstrom)

Grocery stores -1 29 69 (H-E-B)

Drugstores -20 -12 -4 (Walgreens)

Quick service and fast-casual restaurants 2 21 60 (Chick-fil-A)

SOURCES: BAIN, DYNATA, ROIROCKET

****

HOW TO CHEAT AT NPS—AND WHY YOU REALLY SHOULDN’T

“Any metric can be gamed,” says Vanguard’s Amy Cribbs. For that reason in part, she says, “we do not bake NPS into individual reward systems.” But some companies do, incentivizing workers to scam their employers in ways that can lead to costly mistakes in the quest to earn customer loyalty. Among the techniques:

BEGGING

Seemingly everyone in the field of customer experience has heard about car salesmen who, at the end of the sale, tell customers, “You’re going to receive a survey, and if you don’t give me a 10, I won’t be able to feed my kids.” Maurice FitzGerald, who used NPS at HP Enterprise and has written a book on the measure, says this is “the rule rather than the exception” in U.S. auto retailing. Savvy customers sometimes beat the salesman to the punch by saying, near the end of the negotiation, “Take off another $500, and I’ll give you a 10.”

NUDGING

Responses can be influenced in many subtle ways. Managers whose bonuses are tied to Net Promoter Scores may send a survey in which 9 and 10 are green, 7 and 8 are yellow, and everything else is red. Or they may send a separate email saying only 9 and 10 count. Or, before the Net Promoter question, they may ask a question designed to get a favorable response; respondents want to be consistent and are thus more likely to answer the NPS question with a high number. FitzGerald reports a related stratagem: Offer an incentive like entry in a prize drawing to everyone who responds; people won’t believe they can win if they give a low score.

SKEWING THE SAMPLE

Make sure the surveys go only to people who are happy or are friends. This is “easiest where a transaction is taking place by phone, and the script requires the employee to ask whether the customer is willing to take a survey,” says FitzGerald. “Simply omit to ask the unhappy ones.” Send online surveys to customers who have just ordered a new product, not to those whom you’re hounding to pay a late bill.

BALLOT STUFFING

“A telecom provider had retail stores where they were getting feedback via SMS,” says Bain’s Rob Markey. “The customer’s phone number was captured by the point-of-sale system, and the text message was sent at the end of the customer visit. Some employees figured out they could temporarily change the customer’s number to their own number, give themselves a 10, then change the number back.”

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