How to create infographics for Omni channel customer support

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Omnichannel customer support refers to delivering a seamless and integrated customer service experience across multiple channels, such as email, chat, social media, phone, and in-store support. As customers increasingly expect a consistent and personalized experience across all touchpoints, businesses must manage and optimize their omnichannel customer support strategies to meet these expectations.

However, omnichannel customer support can be complex due to the large volume of data generated across different channels. Infographics offer a powerful solution to distill this complex data into visual formats that are easy to understand, analyze, and act upon. Infographics help streamline communication, highlight key performance indicators (KPIs), and provide actionable insights that can improve both customer and team performance.

In this article, we will explore how to create effective infographics for omnichannel customer support. We will discuss the key metrics and data points to include, how to design infographics for different support channels, and the tools and best practices you should use to create visually engaging and informative infographics. By the end of this guide, you will have a comprehensive understanding of how to leverage infographics to enhance your omnichannel customer support strategy.

Why Use Infographics in Omnichannel Customer Support?

Before diving into the design process, it’s important to understand why infographics are essential in the context of omnichannel customer support:

  1. Simplifying Complex Data: Omnichannel customer support involves a significant amount of data from various touchpoints, including response times, customer satisfaction scores, and support team efficiency. Infographics help condense this data into clear visuals that are easy to interpret and analyze.

  2. Visualizing KPIs: Key performance indicators (KPIs) are vital for evaluating the effectiveness of your customer support strategy. Infographics can provide an immediate snapshot of critical KPIs like response time, resolution rates, customer satisfaction, and support agent performance, allowing for quick decision-making.

  3. Improving Communication: Infographics enhance communication between departments, stakeholders, and the support team by presenting relevant data in a visually appealing and understandable way. This makes it easier for decision-makers to grasp the key points without sifting through lengthy reports.

  4. Tracking Performance Over Time: Visualizations allow you to track progress and trends over time. Whether you want to analyze how customer satisfaction scores have evolved across channels or how response times have improved, infographics help track these changes efficiently.

  5. Enhancing Training and Onboarding: Infographics can also serve as training materials for new support agents, helping them quickly understand the omnichannel customer support workflow, the expectations for each channel, and the key metrics that will be used to evaluate their performance.

Key Metrics to Include in Omnichannel Customer Support Infographics

When designing infographics for omnichannel customer support, it’s important to include relevant metrics that provide insights into the effectiveness of the support strategy. These metrics help track performance across multiple channels and identify areas of improvement. Below are some key metrics to consider:

1. Channel Distribution

Understanding how customers are reaching out to your support team through different channels is essential. Whether it’s via email, phone, live chat, or social media, knowing which channels are most popular will help allocate resources accordingly.

  • How to Present: A pie chart is ideal for displaying the distribution of customer interactions across different channels. Alternatively, a stacked bar chart can show the volume of interactions per channel over time.

2. First Response Time (FRT)

First response time is the amount of time it takes for your support team to respond to a customer’s initial inquiry. A lower first response time typically leads to higher customer satisfaction.

  • How to Present: A line graph or bar chart can be used to show first response time trends across channels. A comparison between channels or different time periods can offer insights into where improvements are needed.

3. Resolution Time

Resolution time refers to the amount of time it takes to resolve a customer’s issue from the moment they initiate contact. Shorter resolution times generally indicate higher efficiency and better customer service.

  • How to Present: Use a funnel chart or a flowchart to represent how issues move through the support process. Alternatively, a line graph can show resolution time trends over time across different channels.

4. Customer Satisfaction (CSAT) Scores

Customer satisfaction scores are crucial indicators of how well your support team is meeting customer needs. A high CSAT score indicates that customers are happy with the service they’ve received.

  • How to Present: Use a thermometer-style chart or a bar graph to visualize CSAT scores for different channels. A heatmap can also work to compare satisfaction levels across multiple touchpoints.

5. Net Promoter Score (NPS)

Net Promoter Score (NPS) measures customer loyalty and their likelihood of recommending your business to others. NPS is important because it reflects overall customer sentiment and the quality of the customer service experience.

  • How to Present: Use a gauge chart or a horizontal bar chart to display NPS scores, and break it down by support channel for comparative analysis.

6. Support Ticket Volume

Ticket volume measures the number of support requests received within a given period. Understanding ticket volume can help ensure that your support team has adequate resources to handle demand.

  • How to Present: A bar chart can show the volume of tickets per channel over time, while a line chart can illustrate ticket volume trends. A stacked bar chart can also compare the volume of different types of tickets, such as inquiries versus complaints.

7. Customer Effort Score (CES)

Customer Effort Score measures how much effort customers need to put into resolving their issues. A lower CES indicates that the process is smooth and easy for customers.

  • How to Present: A radial chart or bar chart can display CES scores for each support channel, allowing for a quick comparison of how easy or difficult it is for customers to get the help they need.

8. Support Agent Performance

Tracking individual agent performance helps evaluate how effectively agents are resolving issues, as well as their communication skills and ability to handle different types of customer requests.

  • How to Present: Radar charts work well for displaying agent performance across multiple factors, such as response time, resolution rate, and customer satisfaction. You can also use bar charts or leaderboards to rank agents by performance.

9. Escalation Rates

Escalation rates show how many customer issues are being escalated to higher levels of support. A high escalation rate may indicate that agents are unable to handle certain issues effectively.

  • How to Present: Use a line graph to show escalation rates over time, or a pie chart to show the proportion of cases that are escalated versus resolved at the first level.

10. Self-Service Usage

Many customers prefer to find answers on their own through self-service channels like knowledge bases, FAQs, or community forums. Tracking self-service usage can help assess the effectiveness of these resources.

  • How to Present: A stacked bar chart can show the volume of tickets that were resolved through self-service, compared to those that required direct support intervention. A pie chart can display the percentage of customers who use self-service channels.

Types of Infographics for Omnichannel Customer Support

There are several types of infographics that you can use to communicate omnichannel customer support data effectively. Below are some of the most useful types of infographics for this purpose:

1. Flowcharts

Flowcharts are ideal for visualizing the journey a customer takes from the initial contact to issue resolution. A flowchart can represent each step in the support process, from the initial inquiry to resolution.

  • When to Use: Use flowcharts to map out processes like ticket escalation, resolution timelines, or customer journey across different channels.

2. Bar Charts and Column Charts

Bar charts and column charts are ideal for comparing data across different channels or time periods. For example, you could use a bar chart to compare first response times across channels or to track ticket volume over time.

  • When to Use: Use bar and column charts when comparing performance metrics across multiple categories, such as channels, agents, or time periods.

3. Pie Charts

Pie charts are helpful for showing the distribution of customer support interactions across channels or support types. For example, you can display how customers are interacting with support (via phone, email, chat, etc.).

  • When to Use: Use pie charts when you want to show the breakdown of data into parts of a whole.

4. Heatmaps

Heatmaps are excellent for displaying performance metrics like customer satisfaction and response times across multiple channels. They allow you to quickly identify areas that need attention based on color intensity.

  • When to Use: Use heatmaps for visualizing data that involves multiple variables, like customer satisfaction scores across different support channels or time periods.

5. Gantt Charts

Gantt charts are used to track progress over time, making them ideal for visualizing resolution times or support ticket volume.

  • When to Use: Use Gantt charts to track ticket resolution times, service level agreement (SLA) adherence, or other performance metrics over a set timeline.

6. Radar Charts

Radar charts are useful for displaying performance data for individual agents or teams across multiple variables, such as response time, resolution time, and customer satisfaction.

  • When to Use: Use radar charts to compare multiple performance metrics for different agents or teams.

Tools for Creating Infographics for Omnichannel Customer Support

Creating professional infographics requires the right tools. Fortunately, there are many user-friendly platforms available that can help you design high-quality infographics for omnichannel customer support. Below are some of the most popular tools for creating infographics:

1. Canva

Canva is a popular graphic design tool that offers a wide variety of infographic templates. It’s easy to use and provides customizable options for creating professional-looking infographics with drag-and-drop functionality.

2. Piktochart

Piktochart is another intuitive infographic design tool that allows you to create custom visuals with pre-built templates and themes. It’s great for designing infographics, presentations, and reports.

3. Venngage

Venngage provides a library of templates designed specifically for infographics. It offers a range of chart and graph types to help you create informative and visually appealing infographics for customer support performance.

4. Visme

Visme is a robust design platform that allows you to create infographics, reports, and presentations. It provides access to customizable templates, graphs, and icons, making it ideal for visualizing customer support data.

5. Tableau

Tableau is a powerful data visualization tool that excels at creating dynamic, interactive dashboards. It’s ideal for large datasets and can help you create infographics that offer deep insights into customer support performance.

6. Power BI

Power BI by Microsoft is another excellent tool for creating interactive visualizations and infographics. It’s particularly effective for businesses that already use Microsoft products and want to integrate their customer support data with other business analytics.

Best Practices for Designing Infographics for Omnichannel Customer Support

To create effective and impactful infographics, follow these best practices:

  1. Simplify the Data: Avoid overwhelming your audience with too much data. Focus on the most important KPIs and metrics that will drive decision-making.

  2. Use Consistent Colors and Branding: Ensure that the colors, fonts, and design elements are consistent with your brand. This helps make your infographics more professional and recognizable.

  3. Use Clear Labels and Legends: Make sure your charts and graphs are clearly labeled. This will help the audience understand what the data represents.

  4. Maintain a Logical Flow: Organize your infographic in a way that tells a story. Start with high-level insights and then drill down into the specifics.

  5. Optimize for Different Devices: Ensure that your infographics are responsive and look good on different screen sizes, whether on desktop, mobile, or tablet.

  6. Make It Actionable: Focus on insights that can drive action. Highlight areas that need improvement and suggest actionable steps for the support team to take.

  7. Be Transparent and Accurate: Ensure that all data presented is accurate and reflects the current performance. Avoid misleading visuals or cherry-picking data points.

Conclusion

Infographics play a crucial role in transforming complex data into visually engaging and easily digestible insights. In omnichannel customer support, they provide a clear overview of performance metrics, enabling quick decision-making and improving team efficiency. By using infographics effectively, you can highlight areas for improvement, track key KPIs, and optimize your customer support strategy across multiple channels.

By following the tips and best practices outlined in this article, you can create infographics that not only look professional but also provide valuable insights into the performance of your omnichannel customer support efforts. The key to success is to ensure that the information is presented clearly, concisely, and in a way that is actionable for your team.