CRM vision and automation – Manual work reduced with over 1000 workdays per year

We are excited that we were able to progress from vision to implementation, and to achieve concrete results so quickly! Customer service agents are now happier thanks to the improved UI and automations that allow them to work faster while focusing more on customers’ needs. Customers appreciate the prompt response to their requests. We, in turn, have been able to achieve vital efficiency gains. Amanda Kailio, Product Owner, VR Group


Key objective

Our main goal was to increase the efficiency of customer service in order to improve customer experience and to create a sales-oriented customer service. Together with VR, we concluded it was necessary to first run an architecture analysis, renew the CRM vision based on the analysis, and finally, to implement the vision through a growth sprint phase.

Our approach

We started by analysing the current state and role of CRM and its architecture in VR’s B2C and B2B customer interface. This allowed us to identify its bottlenecks and opportunities. We conducted stakeholder interviews and joint CRM vision development through workshops, after which we defined concrete steps and a backlog to achieve the compounded vision.

With the newly defined vision and roadmap, we progressed into a sprint-based development phase in order to implement continuous improvements to the CRM efficiently. The sprint approach enabled a short lead time from a business requirement to changes in business processes. As a result, the CRM was migrated to a new customer service UI with improved user experience and efficiency. Data deduplication enabled e.g. the automatic identification of customers, procedure automations, and other data driven processes.

Quick reaction to COVID-19: Automation of ticket cancellation processing

Due to the sprint-based and growth-oriented development approach VR was able to react quickly to the changes caused by travel restrictions put in place by the Finnish government to control the COVID-19 pandemic. VR offered its customers the opportunity to cancel their train tickets free of charge, which generated over 26 000 cancellation requests within a couple days.

Until this point, ticket cancellations had been processed manually by customer service representatives, with a processing speed of about 50 requests per day per agent. We were quickly able to automate the cancellation processing, allowing an agent to process 50 requests per hour. The newly automated cancellation processing therefore resulted in hundreds of saved workdays and significantly faster reimbursement of cancelled tickets.


Impact

Highlights

  • Automatic identification of customers – work reduced with approx. 130 workdays per year
  • Automated delay compensation processing – work reduced with approx. 930 workdays per year
  • Automated payment processing – work reduced with approx. 230 workdays per year
  • Automated processing of over 26 000 ticket cancellations due to COVID-19 travel restrictions – processing speed from 50/day to 50/hour

In addition to efficiency gains, the enhanced user experience of the renewed CRM UI and automations have eased customer service agents' work and made it possible to serve customers far quicker than ever before. Now agents can concentrate more on customer needs than repetitive manual tasks.

Customers have expressed their strong appreciation in the rapid cancellation processing speed. The prompt reimbursement of especially COVID-19 related ticket cancellations has been vital to many customers, and supports VR’s core values – acting responsibly and in a customer-oriented manner.


About VR Group

VR Group is a diversified, environmentally friendly and responsible service company operating in the field of travel and logistics.

VR Group is owned entirely by the Finnish state. The group primarily operates in Finland, but it also has operations abroad, especially in Russia. VR Group employs 6,300 professionals, with annual net sales of approximately one billion euros.

www.vr.fi


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