The MatriX Files

I was arranging lunch with a vendor and suggested Kora, the hip, new Italian restaurant in Crystal City.  I wanted to e-mail my contact Kora’s address, phone number and a link to a Google map.  Alas, the entire Kora site is in Flash, which is beautiful, but it’s not very user-friendly.  The biggest problem?  I can’t copy and paste the contact info to include in an e-mail and  paste into Google Maps.  I know, I know, it’ s not a big deal to retype the address, but I’m a picky consumer.  I want to be able to copy and paste easily.  Even better, I’d love a way to share the address page or just click on a map.

This got me to thinking.  What are all the ways, big and little, that we make it difficult for our customers and potential customers to do business with us? Consider these examples.

• A few years ago, my husband and I were shopping around for a mortgage.  I called three bankers.  One was only available between 7am and 3pm.  Another sent me 20 pages to fill out about our assets.  The third asked me when it would be convenient to call (7pm), asked me to send bank and 401(k) statements so that he could fill out all the paperwork.  Guess who got the business?  At that point, I knew each banker would give us a competitive rate, but Craig Miller from BF Saul made it easy for us to work with him.
• During the planning for our office move, I called several vendors about office furniture systems.  One never called back.  One asked me to send her the architect’s drawings and information on what we wanted (I didn’t yet know what we wanted so I didn’t call back.)  The third, Michelle Ferrari from Office Images, offered to come by with catalogs, look at the architect’s drawings with me and discuss our needs.  There was no contest.
• I called a company to get a reference for someone applying for a job at Matrix Group.  It took me 3 tries before I could figure out how to leave a message in the general mailbox.  I couldn’t even imagine calling as a prospective customer.
• I’ve had a relationship with Insurance Designers for a very long time.  Every time I have a question, I call or e-mail Neal or Wendy Cohen and they get back to me promptly.  One time, Matrix Group was applying for some new type of insurance and Neal’s office sent over a very long questionnaire, which I couldnot figure out.  I called Neal and he said, “don’t worry about it, let’s fill it out over the phone.”  I love the guy.
• I was looking for a specific Thomas the Tank Engine train for my son and I found it for less money (than Amazon) on a small retailer site.  I had questions about the train (because a certain 5-year old had a specific request) but, for the life of me, I could not find a phone number on the Web site.  I gave up, ordered the product from Amazon and prayed that I had ordered the right thing.
• I love that live chat is available on so many retail sites these days.  I can get my question answered asap, place my order and be on my way.

The lessons for all of us who sell products or services?

• Make it easy for our customers and prospective customers to contact us the way they feel comfortable doing so (phone, fax, e-mail, Web form, smoke signal).
• When a customer calls your office, make it easy to navigate the automated attendant voice mail system.  Better yet, have a human answer the call, find out the caller’s need and route the call to the right person.
• Call people back (yeah, I know, this one’s a no brainer).
• Don’t put too many any obstacles in the way of you sending a quote and closing the deal. I’m legendary in the office for not being quite human before 9am, but if a customer wants to do a call at 7am, I’ll be on the line at 6:55am.  I’ll be in my PJs, but I’ll be on the line.

As a CEO, I’m always on the lookout for ways to make it easier to say “yes” to Matrix Group.  We sometimes stumble, but for me, the important thing is to constantly look for ways to make life better for Matrix Group clients.

How about you?  What site or retailer do you love to do business with and why?  And who makes it impossible to do business with them?  Got any horror stories?

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• Tags: corporate culture, customer service, marketing, Matrix Group, Sales

My mom called me up one day to tell me that she loved the Google logo that day and what did I think of it? (I think the Google logo was commemorating the 40th anniversary of Sesame Street that day, btw.) At that moment, I realized that it had been weeks, maybe months, since I last visited the Google home page. Of course I use Google every day, but I use the Google search that’s built into my Web browser. Whenever I need to do a search, I click into the little box, type my keywords, then hit Enter. And voila, I get my search results.

I got to wondering if the home page, the single that we, as Web designers, spend soooooo much time wire framing and designing, has lost its luster. So I started checking our usage reports.  Sure enough, the home page of this blog gets represents between 7-10% % of the total traffic in any given month and 6-9% of total entry pages.  It makes sense given that most of the traffic comes from the blog’s RSS feed, e-mail updates, social media pages and search engines, all of which direct visitors to specific pages,  NOT the home page. The Matrix Group Web site home page gets 28% of total traffic, and that number makes sense, given that many people come to the site to learn more about the company as a result of our direct marketing efforts.

I started checking clients’ usage reports and I found that of all the sites I checked, the results were similar.  The home page gets between 17-40% of total traffic, and 15-30% of entry pages.

It turns out that lots of other people are thinking about this phenomenon and some are even declaring that the home page is dead.  Rick Stratton from Feed.us says, “(y)our homepage’s homepage is dying” because search engines, social media, RSS are linking directly to content pages.
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• Tags: Web Design

I went for my annual physical yesterday. I love the practice I go to, but I hate feeling like I’m a nameless, faceless patient, even though I’ve been a patient for a decade. I also hate that I have to fill out the same infernal forms over and over again and write my name, address and insurance information multiple times. My check-in went something like this:

Me: Hello, Joanna Pineda, here for a 3:15 appointment.
Receptionist: Hello, please sign in. Has any of your information changed since your list visit?
Me: No.
Receptionist: Okay. Wait, you need to fill out new forms. (Hands me blank forms)

I sit down and sigh as I realize that I am giving my doctor all the information she already has.  Not one thing in my profile has changed.  I also have to agree to a 4-page HIPAA privacy statement, which infuriates me because I have about three minutes to review the document.  C’mon doctor, can’t you:

• Print out my information and let me confirm that nothing has changed or let me tell you just what has changed?
• Send me the HIPAA privacy statement ahead of time so that I can really study it?

Thankfully, because of my work, I’m familiar with HIPAA privacy statements and my rights, but what normal person takes the time to read and understand the document and his/her rights?

This doctor visit makes me think of how Matrix Group clients want and expect that we will know them, their organization, their contact information, their projects. It’s a joke around the office that many clients have achieved one-name status around here, kind of like Madonna or Cher.  All the receptionist needs to say is, “Rajani (Rick, Pat, Sue, Merla, or Adrianne) is on the line” and pretty much every staff member knows who she’s talking about.  Of course, more common names like Dan or Tim need a client name, but if you’re a frequent caller, our First Impressions Officer will probably know you by voice.
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• Tags: customer service, Matrix Group

This afternoon, the MatrixMaxx team at Matrix Group held a Town Hall meeting with clients to get feedback on about a half dozen features slated to go into the 10.1 version (scheduled for release in early February).  We could have surveyed clients via e-mail or a Web survey; we could have conducted a focus group; we could have called a select group of clients and consultants; or we could have gone with our gut and made decisions about credit card processing, meeting wait lists, individual relationships, etc.

Instead, we decided to crowdsource the specifications.  Crowdsource?  What does this mean?  Wikipedia defines “crowdsourcing” as the “act of taking tasks traditionally performed by an employee or contractor, and outsourcing them to a group of people or community, through an “open call” to a large group of people (a crowd) and asking for contributions.”  Wikipedia also uses this definition: “the trend of leveraging the mass collaboration enabled by Web 2.0 technologies to achieve business goals.”

In the past, Tanya (the Director of MatrixMaxx) and I would sit down, discuss requirements, maybe make a few calls, and then decide on the specifications for each release.  This time around, we decided to get immediate feedback from as big a group of clients as possible to validate our ideas and generate new ones.

The Mechanics of the Town Hall Meeting

• We sent an e-mail invitation to all MatrixMaxx clients, inviting them to an hour-long, online Town Hall meeting.  The e-mail provided details on the half dozen topics under consideration, with a general discussion of the options available.
• Clients were invited to provide feedback in real-time during the meeting, before the meeting via phone and email, and after the meeting via phone and e-mail.
• About 60% of the clients registered at least one person to the Town Hall meeting, which was conducted via conference call and Webex.
• Tanya ran the meeting, leading the discussion and taking notes, which were shared out via Webex to all participants.

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• Tags: association management, Productivity, project management, software development