Michelle MacCarthy is Global Vice President of Customer Experience at Unit4. In her role, Michelle leads a talented team of professionals, is responsible for ensuring the maximum adoption of and customer satisfaction with Unit4’s offerings and is accountable for leading the transformation of Unit4’s customer experience strategy that enables the customer success evolution.
Michelle earned her B.S in Marketing from Miami University in Ohio, and her Executive MBA in Global Management from Fordham University in New York.
Questions
• We always give our guests an opportunity to share a little bit about their journey. So, if you could take a few minutes to kind of just share with our audience a little bit about how you got to where you are today.
• So, Unit4, could you share with our audience a little bit about what Unit4is? What do you guys do?
• KPIs in terms of like NPS and customer satisfaction score. A lot of organisations also invest into market research, particularly like mystery shopping, and the mystery shopping sometimes will capture the NPS. What are your views on the frequency of doing these types of activities? And do you think it’s critical to be doing it post transactional? Or should it be more so a conversation that you have with the client, maybe at the end of every quarter? What are some of your best practices that you’d recommend to clients?
• If you really want to focus on dominating, navigating that CX space in such a positive way, that your brand has an exceptionally positive reputation, what are some key indicators that you believe organisations need to focus on as we go into 2024? Where do they need to be giving their attention to?
• Now, could you also share with us what is the one online resource, tool, website or app that you absolutely can’t live without in your business?
• Could you also share with us maybe one or two books that you’ve read, it could be a book that you read a very long time ago, or even one that you’ve read recently that has had a great impact on you?
• We have a lot of listeners who are business owners and managers who feel they have great products and services. But they lack the human capital that has that constant motivation, what’s the one piece of advice that you’d give them to have a successful business having that consistent challenge that they’re experiencing?
• Could you also share with us what’s the one thing that’s going on in your life right now that you’re really excited about? Either something you’re working on to develop yourself or your people.
• Where can listeners find you online?
• Now, before we wrap our episodes up, we always like to ask our guests, do you have a quote or a saying that during times of adversity or challenge, you will tend to revert to this quote, it kind of helps to get you back on track if for any reason you got derailed, or you got off track, just reminding yourself about that quote will kind of help to get you back on track, help you to get more focused. Do you have one of those?
Highlights
Michelle’s Journey
Michelle stated that she started off her career and kind of more of the traditional marketing, b2c and b2b type roles on the client side. And started in the advertising agency space, worked for a number of different retailers and brands, and eventually had kind of rounded out her experience and wanted to move into more of the tech side of things.
She had some opportunities to go and work on the SaaS side of the business for a company called Vibes, which is a mobile marketing technology company. And through that experience, and kind of rounding out her mobile marketing experience, she was able to kind of continue her career path then into other SaaS organisations. And so, by herself, here today, very excited to be talking with you (Yanique).
Tell Us About Unit4
Me: So, Unit4, could you share with our audience a little bit about what Unit4is? What do you guys do?
Michelle shared that Unit4 is a cloud leader, really in the enterprise software space for midmarket, people centred organisations. And so, their solutions span everything from enterprise resource planning to financial planning and analysis tools, as well as procurement, project management for professional services organizations and so forth, as well as human capital management.
So, their solutions really bring together all those various capabilities around financials, procurement, project management, HR, into one unified and cloud platform through their ERPX solution. So yeah, that’s a little bit about Unit4.
Me: Quite a mouthful. So, at Unit4, a big part of what you focus on, we kind of alluded to it a bit before we started the official recording, how is it that you are able to improve CX by embracing customer centricity as a core value? And of course, there are some KPIs that you need to measure, so that’s your area of expertise. So, could you share a little bit about that with our audience?
Michelle stated that she really believes that organizations need to always be looking how they stand out from the crowd, right. In order to do that, we have to find better ways to address customer needs, and make sure that we’re providing value and attainable outcomes. We need business experience that extends past traditional customer touchpoints and make sure that we’re always looking at ways that we can influence product innovation, we need to look at the employee experience, because employee experience really translates to that of the customer experience. And we need to make sure that also aligns with our customers organization serves their purpose and our values.
So, one of the first steps in improving customer experience is really looking for a top down buy in across customer centricity and putting that at the heart of everything that you do in your business. So, whatever role you serve in the organization, that some way touches the end customer.
And so, customer companies need to really be making sure that they’re measuring customer centric KPIs in order to determine how are we doing? And how are our customers feeling about us? So, we always want to look at how well we’re looking at gaining new customers into the business, how are we growing the existing base of customers that we have? And how are we ultimately retaining the customers that we have to make sure that they’re becoming long term champions of our business through the success that they’ve achieved together in partnership with us?
To kind of delve a little bit more into some of the KPIs, a couple of the things that we might look at are things like Net Promoter Score. So, looking at that kind of scale of 0 to 10 on how likely a customer is to recommend your company to a peer or colleague, looking at things like Customer Satisfaction Scores and making sure that those are kind of sprinkled all throughout the key listening posts of our customers.
So, wherever they are engaging with us, whether that’s post sales, or that’s post implementation, or that’s post a business review that we’ve had with them, we want to make sure that we’re always facilitating, and asking for their feedback and making sure that we are taking that, capturing that feedback and looping back to set proper expectations with customers.
Recommended Frequency of Market Research Activities
Me: So, I’m glad you talked about KPIs in terms of like NPS and Customer Satisfaction Score. A lot of organisations also invest millions of dollars, sometimes even billions into market research, particularly like mystery shopping, and the mystery shopping sometimes will capture the NPS. What are your views on the frequency of doing these types of activities? And do you think it’s critical to be doing it post transactional? Or should it be more so a conversation that you have with the client, maybe at the end of every quarter? What are some of your best practices that you’d recommend to clients?
Michelle stated that frequency and cadence is definitely key, depending on the types of engagements, you want to make sure that they’re throughout the customer’s journey at the appropriate time. So, if you have a new customer that’s joined, one of the things she mentioned is post sale, you have a customer that’s gone through potentially a lengthy sales process with you, how did they find working across the organization, that’s a great time for you to kind of see how the beginning part of their journey into implementation will go.
Then you may also want to survey a customer as they’re coming out of an implementation with you. So, after they’ve worked with the project management teams and met their CSM, how is that work stream going?
It’s also key to mention business reviews. We may do quarterly business reviews with some of our customers. And so, making sure to take stock coming out of those meetings, what was the expectation? Did they see, hear, feel everything that they were expecting to have?
And so, she thinks it’s a real combination of both the quantitative surveys, but also those qualitative conversations to probe a bit deeper, where you may not have the opportunity, and just a quick plug in one question or two questions survey that sent via email. Having that face-to-face dialogue, or that phone call or that Zoom video just to meet with a customer and kind of ask some more of those probing questions is definitely key.
She thinks that that is just as important during the beginning and middle phases of the journey with a customer as it is when you’re coming up on renewal, so you may be looking at certain health indicators and want to also probe a bit deeper on some of those with customers, “Hey, you know, I’ve seen that you’re expanding in your licences, tell me about how your company is utilizing those?”
Or conversely, you might have a customer that’s decided to move away from a portion of your product, “Tell me a bit more about why it is that you’re leaving there, what you weren’t adopting or finding useful, so that we can learn and bring that back into the business.”
It also helps us from a churn management perspective, make sure that we are thinking about that and building that back into our way that we look at risk and mitigating risks with our customers.
Key Indicators that Organizations Need to Focus On for 2024
Me: So, many different avenues and strategies that we can employ to ensure that we’re doing the right kind of measurement. So, we are now in I would say, we’re at the end of 2023. And we’re embarking on 2024 and a lot has happened in the last couple of years, especially with a global pandemic and all, what are some key things that you found, trends that you’ve maybe seen just in your own business, as well as with your clients’ businesses that you believe if you really want to focus on dominating, navigating that CX space in such a positive way, that your brand has an exceptionally positive reputation and you have so many brand advertisers and evangelists for your business. What are some key indicators that you believe organizations need to focus on as we go into 2024? Where do they need to be giving their attention to?
Michelle stated that she thinks that there’s always a focus around personalization of an experience and how you can help customers throughout their journey to better smooth areas that potentially create bumps for them, can that happen through automation, Chat GPT? Can that help it happen through other self-service capabilities that you can serve up to them?
And she also thinks probably goes without being said but ensuring that expectations of customers are properly managed all throughout.
Making sure that you’re always having dialogue with the customers’ needs in mind, that you’re addressing pain points and the more and more that you can address those pain points through self-service, automation, ways that they can just make sure that they are able to get a quick path to value is really key, that frictionless experience for customers.
App, Website or Tool that Michelle Absolutely Can’t Live Without in Her Business
When asked about online resource that she cannot live without in her business, Michelle stated that for her, obviously Microsoft Teams, they use day in and day out in their business to communicate with their customers, to communicate with their teams internally.
But one other, she would say tool that they use heavily within the customer success management space, is Gainsight. And that is a tool that allows them to bring so much knowledge and power into their organisation. It allows their CSMs to know what right move to make next in terms of how to engage both internally and externally with their customers.
And it’s becoming really more and more of a theatre of having a true customer 360 within their organization, so really, that single pane of glass view, if you will, of what their customers are experiencing. And so, if she had to pick one tool, she guesses she’d picked Gainsight because they’re using it day in and day out and it’s been really paramount to their success.
Books that Have Had the Biggest Impact on Michelle
When asked about books that has had an impact, Michelle shared that one book that she did read, it’s been a very long time ago. But it was Dale Carnegie’s How to Win Friends and Influence People. She read that during her graduate school programme. And despite that, it’s been around for ages, she thinks it really does a great job of cutting to the core of how you can set yourself up to best relate with others through the power of being able to build strong relationships, and making sure that those relationships are built on like a mutual trust and credibility. So, she thinks that that is always relevant, no matter what role you’re in, how do you build relationships? How do you help drive influence? So, that’s just been a really meaningful book to her throughout the course of her career.
One other thing she was going to add is that she listens to a number of different podcasts, perhaps different than books. But one podcast that she really enjoys is Mel Robbins Podcast, because she thinks she teaches a lot of both professional and personal habits that you can apply to everyday life, how you can really make sure that you’re leading a productive and happy lifestyle and that you have that good work life balance. So, if you haven’t checked Mel Robbins out, her podcast is great.
Me: Two excellent recommendations, Michelle. I totally agree with you about Dale Carnegie’s book, the book came out in 1933, literally, many, many years ago, almost 100 years old. But the principles and concepts in that book are still relevant today. And I do listen to Mel’s podcasts, and I follow her on most of her social media platforms, love her content. So, excellent recommendations for audience.
Advice for Business Owners and Managers Who Have Great Products and Services but Lack the Constantly Motivated Human Capital
Me: Now, we have a lot of listeners who are business owners and managers who feel they have great products and services. But sometimes they feel like they have constantly demotivated human capital, they lack the human capital that has that constant motivation. And motivation is one of those behaviours or competencies that comes from within, you can encourage it, but you can’t actually evoke it or make it happen. So, if you were sitting across the table from that person, those business owners or managers today, what’s the one piece of advice that you’d give them to have a successful business having that consistent challenge that they’re experiencing?
When asked about advice she would give for the lack motivated human capital, Michelle shared that she thinks one of the most important things for her in terms of motivation is always trying to understand from a customer perspective, what it is that they’re trying to achieve, because she thinks she gets a lot of motivation out of helping others. And she thinks when you feel like you have a true understanding of the problems that you’re trying to solve, what tools you have at your disposal, and you feel like you can harness that power to find a way for those customers to excel and to drive outcomes in their business, that’s extremely motivating to her.
Everybody and perhaps new business owners or business owners, she really likes the idea of kind of starting before you’re ready, everything has a beginning, right. And it’s not going to be perfect, but she thinks the more and more you practice, and the more and more you get into the rhythm, you find that you figure your way through, everything is kind of easy to figureoutable. So, she likes the idea of kind of just starting things before maybe you feel like you’ve got it completely figured out and reframing things kind of as you work through them. So, that’s kind of how she works through times of adversity or new skill sets she needs to kind of build rapidly and that’s worked well for her.
What Michelle is Really Excited About Now!
When asked about something that she’s really excited about, Michelle shared that back over the beginning of the summer, they had a in person leadership seminar that they had done as a leadership team going through kind of the Clifton Strength Finders exercise. And she’s done all sorts of disc assessments and different things throughout the course of her career, but she really found that particular assessment very valuable. And for those of the listeners that might not be familiar, it’s basically an online assessment you can take, takes about 20-30 minutes. And when you go through it, it ranks your top 5, top 10 and kind of, they call them all 34 of them strengths.
And then you kind of understand where you can lean into a bit more as a leader. And by sharing it with your peers, you can really get a sense of how other people learn, how they like to communicate, how you give and receive feedback. And so, she actually liked that so much within their leadership conversations, she’s cascaded that down with her direct reports. And they’ve had some very, very good conversations about that, she thinks she’s just uncovered ways of working with people that she wouldn’t have necessarily known.
And it also helps from a leadership perspective, and she thinks managing perspective, understand more the types of skills that people have, the types of things that are motivation factors for them, so that you can really make the most impact of your team.
Her top strength coming out of that was individualization, which basically is your ability to kind of take a survey across the landscape and understand which individuals that are best suited for which areas and how to best pull out the different strengths of people you work with.
And so, it was eye opening to see some of the things she might have thought she would have scored higher on versus those that she perhaps has some developmental opportunities with. So, if people haven’t taken that, she would highly encourage it, she found it extremely valuable. And she knows her team enjoyed the conversations that they had off the back of the exercise.
Where Can We Find Michelle Online
LinkedIn: Michelle McCarthy
Website: https://www.unit4.com/
Quote or Saying that During Times of Adversity Michelle Uses
When asked about a quote or saying that she tend to revert to during times of adversity or challenge, Michelle stated that she thinks one of the things from Mel Robbins and it’s not necessarily a quote, but she has The 5 Second Rule and one of the things she has been trying to do whenever she feels like she’s getting off track, or maybe you start to go down a negative path is just to say yourself, “5, 4, 3, 2, 1” and then launch yourself into doing what you next need to do. So, that’s from her book The 5 Second Rule: Transform Your Life, Work, and Confidence with Everyday Courage, Mel Robbins. But she’s really been trying to use that to break habits and people use it to get themselves out of bed in the morning, from going down a negative path.
So, the other one that she would say she really like, and it’s from John Maxwell is, “A leader knows the way, goes the way and shows the way.” And she thinks that’s so powerful to remember, it’s not just about kind of saying the vision, but it’s also about walking the talk. So, she’ll leave us with that.
Me: Amazing. Thank you so much, Michelle. Now, Michelle, we just want to express our deepest gratitude to you for taking time out of your very busy schedule to kind of hop on this podcast and share with our audience a little bit about your journey, how you got to where you are today, why it is important to ensure that you’re measuring for the right things as it relates to improving CX in your business and of course embracing customer centricity as a core value. And then looking at also the frequency of how you do those measurements, and what kind of things you really need to be targeting and focused on at different periods of your business to ensure that you’re really delivering on the expectations of your customers and of course, aiming to exceed those expectations to create that long lasting relationship. So, your insights today, your knowledge today, all that you shared with us today, we are extremely grateful. So, thank you so much.
Please connect with us on Twitter @navigatingcx and also join our Private Facebook Community – Navigating the Customer Experience and listen to our FB Lives weekly with a new guest
Links
• How to Win Friends & Influence People by Dale Carnegie
• The 5 Second Rule: Transform Your Life, Work, and Confidence with Everyday Courage by Mel Robbins
The ABC’s of a Fantastic Customer Experience
Grab the Freebie on Our Website – TOP 10 Online Business Resources for Small Business Owners
Do you want to pivot your online customer experience and build loyalty – get a copy of “The ABC’s of a Fantastic Customer Experience.”
The ABC’s of a Fantastic Customer Experience provides 26 easy to follow steps and techniques that helps your business to achieve success and build brand loyalty.
This Guide to Limitless, Happy and Loyal Customers will help you to strengthen your service delivery, enhance your knowledge and appreciation of the customer experience and provide tips and practical strategies that you can start implementing immediately!
This book will develop your customer service skills and sharpen your attention to detail when serving others.
Master your customer experience and develop those knock your socks off techniques that will lead to lifetime customers. Your customers will only want to work with your business and it will be your brand differentiator. It will lead to recruiters to seek you out by providing practical examples on how to deliver a winning customer service experience!
