Assembling a Winning Omnichannel Team: Defining Omnichannel Goals and Prerequisites

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Assembling a Winning Omnichannel Team: Defining Omnichannel Goals and Prerequisites

(Note: This is the second article in our ten-part series titled “Assembling a Winning Omnichannel Team.” We will post a new article for this series weekly until its completion. Therefore, please check back for more informative posts on this topic.)

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As customer engagement channels continue to multiply, the importance of omnichannel strategies has become undeniable for achieving success. We designed this guide specifically for business owners and senior executives who are considering the possibility of outsourcing their contact center operations or improving their current setups. Emphasizing the task of defining “omnichannel goals and prerequisites,” this article aims to provide a thorough understanding and actionable insights into assembling a winning omnichannel team, a critical step for businesses striving to achieve a seamless customer experience.

The emergence of omnichannel strategies signifies a substantial departure from the conventional, compartmentalized methods of customer engagement. Achieving a unified customer experience requires a holistic approach that weaves together different communication channels. However, the journey to achieving this integration is a complex process that requires careful and detailed planning. It involves defining and understanding your omnichannel goals and prerequisites for building an effective team, which are the focal points of this article.

Given the intricate nature of this task, our discussion will encompass not just the theory of understanding omnichannel goals and prerequisites, but also practical measures and tangible instances. The aim is to provide you with the knowledge and tools you need to successfully navigate the obstacles of implementing a comprehensive omnichannel strategy. Therefore, whether you’re contemplating a partnership with a specialized firm like IA Solutions or seeking to strengthen your in-house capabilities, this guide can serve as a valuable and comprehensive resource.

Crafting Omnichannel Goals: The Cornerstone of Success

The first critical step in forming an effective omnichannel team is setting explicit and achievable goals that guide their actions. These goals serve as a compass, directing the strategy and operations of the omnichannel initiative. Therefore, they need to be well-defined, measurable, and aligned with the broader objectives of your organization. When you set clear and measurable goals, they provide a direction and purpose, ensuring that every member of your team understands their role and contribution towards the collective success of the omnichannel strategy.

When it comes to omnichannel, goals go beyond simply merging channels – they also focus on elevating customer satisfaction and optimizing efficiency. For instance, this could involve improving the consistency of service across different platforms, creating a seamless experience for customers. A Forrester study revealed that omnichannel customer service strategies can lead to a 10% increase in year-over-year revenue growth. This data underscores the importance of goal-setting in driving tangible business benefits.

Establishing Customer-Centric Omnichannel Goals

The key to a successful omnichannel strategy is its focus on putting the customer at the center of everything. When establishing customer-centric goals, the main objective should be to provide customers with a seamless and personalized experience, regardless of the channel they choose to interact with your business. These goals could range from reducing customer effort scores to providing more personalized communication. By prioritizing the understanding and fulfillment of your customers’ needs and preferences, your business can greatly enhance customer loyalty and satisfaction.

According to a survey from Zendesk, a staggering 87% of customers feel that brands should prioritize improving the quality of their customer experience. This statistic serves as evidence of the rising demand among customers for integrated and personalized interactions. By setting customer-centric omnichannel goals, businesses not only meet customer expectations but also foster a devoted customer base, crucial for long-term success.

Implementing customer-centric omnichannel goals requires businesses to analyze customer data in order to gain deep insights into their behavior and preferences. With this data-driven approach, businesses can customize their omnichannel goals, as well as their communication and services, to cater to the unique needs of each customer. By doing so, companies can create interactions that are not only meaningful but also engaging, fostering strong customer relationships in an omnichannel environment.

KPIs and Metrics Measuring Omnichannel Success

KPIs and Metrics: Measuring Omnichannel Success

To accurately evaluate the effectiveness of omnichannel goals, it is crucial to carefully choose the appropriate Key Performance Indicators (KPIs) and metrics. To provide a clear measure of success, these KPIs need to be directly connected to the objectives you set. When measuring omnichannel performance, key metrics to consider include customer satisfaction scores, response times, and conversion rates across multiple channels. These metrics provide detailed information about the performance of your omnichannel and strategy, providing you with valuable insights and identifying areas that need improvement.

A practical example of KPI effectiveness can be seen in how the Net Promoter Score (NPS) measures customer satisfaction. NPS, a widely used metric, measures customer loyalty and determines the success of customer experience initiatives. According to Bain & Company, a leader in customer strategy consulting, companies with high NPS scores experience growth rates that are more than double those of their competitors. This correlation between NPS and business growth shows the importance of choosing relevant KPIs in evaluating omnichannel success.

Besides traditional KPIs, businesses should also factor in newer metrics that showcase the distinctive features of omnichannel strategies. Examples of these details might involve measuring the consistency of interactions across various channels or evaluating the scores of omnichannel customer journey mapping. By tracking these specialized metrics, your organization can gain valuable insights into omnichannel effectiveness, enabling your business to make data-driven decisions and enhance their strategies.

Laying the Groundwork: More Omnichannel Goals and Prerequisites

Prior to embarking on the creation of an effective team, it is essential to establish the foundational omnichannel goals and prerequisites. These essential requirements lay the foundation for a thriving omnichannel strategy, ensuring your team is ready to accomplish their objectives. These prerequisites, which include technology and organizational culture, lay the groundwork for a smooth and efficient omnichannel operation.

Data Analysis and Insight Gathering

A successful omnichannel strategy relies heavily on the meticulous analysis of data and the acquisition of insightful information. This entails the careful collection and thorough analysis of customer data in order to comprehend their behaviors, preferences, and areas of frustration. Accurate and comprehensive data analysis allows your business to make informed decisions about its omnichannel approach, ensuring it meets customer needs effectively.

Data analysis plays a crucial role in determining the success of omnichannel strategies. For instance, according to a study conducted by McKinsey & Company, organizations that analyze customer behavior data to gain insights outperform their competitors by 85% in sales growth and over 25% in gross margin. These numbers highlight the critical role of data analysis in developing a customer-centric omnichannel strategy that drives business growth and profitability.

Data analysis is a complex process that requires the use of sophisticated tools and techniques to extract valuable insights from vast datasets. This may involve leveraging analytics software, CRM systems, and AI tools to gather insights and enhance business operations. By implementing these technologies, businesses can get a better understanding of their customer base, a vital element in shaping an efficient omnichannel strategy.

Stakeholder Engagement and Securing Buy-in

Another crucial prerequisite for a successful omnichannel strategy is actively involving stakeholders and gaining their support. This involves convincing key decision-makers within the company of the value and necessity of an integrated omnichannel approach. Gaining key executive and stakeholder support is essential for allocating resources, driving organizational change, and ensuring a unified effort towards achieving omnichannel goals.

To obtain buy-in, one must present a compelling business case that emphasizes the benefits of incorporating an omnichannel strategy. This might involve showcasing enhancements in customer satisfaction, operational efficiency, and revenue growth. Harvard Business Review revealed that customers who engage with multiple channels spend 4% more in physical stores and 10% more online compared to customers who use a single channel. Presenting such data to stakeholders can effectively illustrate the tangible benefits of omnichannel strategies to stakeholders.

Engaging stakeholders in the omnichannel journey requires ongoing communication and collaboration to keep them informed and involved. Your business can achieve this through workshops, meetings, and regular updates that highlight progress and solicit feedback. By fostering a collaborative environment, you can ensure that all stakeholders remain aligned and committed to the success of the omnichannel initiative.

Identifying and Empowering Your Champions

Identifying and Empowering Your Champions

Identifying and empowering internal team champions is a key prerequisite in driving the omnichannel strategy forward. These champions are the influential individuals within your organization who can advocate for and lead omnichannel initiatives. They also play a critical role in rallying support, overcoming resistance, and ensuring the successful implementation of the strategy.

However, the role of your champions goes far beyond mere advocacy; they also act as liaisons between different departments, ensuring cross-functional collaboration and alignment. Their deep understanding of the organization’s culture and processes also enables them to navigate internal challenges effectively and drive change. According to a study by Prosci, projects with effective change management are six times more likely to meet their objectives, showcasing the importance of internal champions in organizational change initiatives.

To identify potential champions in your company, look for individuals with a combination of leadership skills, influence, and a deep understanding of omnichannel principles. Once you identify your champions, empower them with the necessary resources, authority, and support to lead the omnichannel initiatives. By providing them with training and development opportunities, you can further enhance their ability to drive the strategy successfully.

Budgeting and Resource Allocation for Omnichannel Goals

Budgeting and resource allocation are crucial omnichannel goals and prerequisites for any successful multi-channel initiative. By developing a realistic and comprehensive budget, your business can ensure that sufficient funds are available to support the various components of the omnichannel strategy. This should include investments in technology, staffing, training, and other resources necessary for the implementation and maintenance of your omnichannel operations.

When working through the budget for your omnichannel goals and prerequisites, the process should involve a thorough analysis of the costs and benefits associated with your omnichannel initiatives. This process might include evaluating the return on investment (ROI) of different technologies, assessing the costs of training and development, and considering all long-term operational expenses. According to a report by Accenture, companies that excel in omnichannel retailing see a 15% increase in profitability compared to those that do not. This data underscores the importance of good budgeting and allocating appropriate resources to omnichannel initiatives to achieve financial benefits.

It’s also crucial to ensure budget flexibility in order to adapt to changing market conditions and customer needs. The omnichannel landscape is dynamic and always changing. As a result, businesses must prepare and be ready to adjust their strategies and resource allocation in response to emerging trends and feedback. Effective omnichannel budgeting, therefore, involves not just initial allocation but also ongoing financial management to support the evolving needs of relevant initiatives and strategies.

Technology and Infrastructure: Pillars for Omnichannel Goals and Prerequisites

The success of an omnichannel strategy relies (very heavily) on its underlying technology and infrastructure. It requires investing in tools, technologies, and systems that allow for smooth integration of multiple channels and touchpoints. Some of these essential technologies may include CRM systems, omnichannel platforms, data analytics tools, and communication software, which all work in concert to deliver a cohesive customer experience.

For example, an effective CRM system plays a pivotal role in unifying customer data across channels by providing a 360-degree view of customer interactions. This comprehensive and integrated view is critical for delivering personalized and consistent service across many platforms. For instance, a Salesforce study found that 75% of business buyers expect companies to provide personalized engagements. This expectation highlights the need for companies to invest in and implement robust technology infrastructure in meeting omnichannel goals.

Furthermore, your omnichannel infrastructure must be scalable and flexible to accommodate future growth and changes in technology. This foresight helps ensure that your omnichannel strategy remains relevant and effective over time. For example, by investing in cloud-based solutions, your business can provide essential scalability and flexibility, as well as enable real-time data access and collaboration across different departments and locations.

Engaging Key Players Feedback and Collaboration

Engaging Key Players: Feedback and Collaboration

Engaging key players in your organization and soliciting their feedback is essential for the success of omnichannel initiatives. This requires creating channels for open communication and collaboration among executives, team members, and other important stakeholders. Their insights and perspectives can be invaluable in refining your omnichannel strategy and ensuring it aligns with the company’s vision and objectives.

Gathering Feedback from Executives

In particular, executive feedback is crucial in shaping and steering omnichannel strategies. The perspectives of these influential individuals provide strategic direction and help in prioritizing initiatives based on your company’s broader goals. Regular discussions and feedback sessions with key executives help ensure that the omnichannel strategy and approach remain aligned with the company’s overall vision and business goals.

For instance, insights from key executives might help identify important areas of investment and any potential risks in the omnichannel strategy. Their experience and understanding of the market can often guide major decisions on technology adoption, customer engagement approaches, and resource allocation. According to a report from PwC, 73% of top-performing companies involve their C-suite in decision-making on digital investments, underscoring the impact of executive involvement on strategic success.

In addition, executive support can play a crucial role in boosting the visibility and importance of the omnichannel initiative within the organization. Their endorsement can help drive wider acceptance in the company and commitment across different departments, which will help to ensure a cohesive and coordinated effort towards achieving omnichannel goals.

Involving Team Members in the Conversation

Yet another one of the many important omnichannel goals and prerequisites is to involve team members in the development and execution of your omnichannel initiatives and strategies. Their on-the-ground experience, insights, and direct interaction with customers can prove invaluable in providing high value input that can better shape effective and customer-centric strategies. Therefore, encouraging feedback from team members can help foster a sense of true ownership and engagement in the omnichannel initiative.

Leveraging the knowledge of front-line employees can lead to an improved customer experience across various channels. Furthermore, their feedback can reveal operational challenges and opportunities for improving processes in your omnichannel approach. For instance, a report by McKinsey shows that companies that engage front-line workers in strategy development are 70% more likely to achieve strategic success.

Establishing both formal and informal channels for team members to share feedback and ideas is of the utmost importance. This could include regular meetings, suggestion boxes, or digital collaboration platforms. By engaging team members in the dialogue, your business can ensure that the omnichannel strategy includes real-world insights and resonates with both employees and customers.

From Planning to Action: Implementing Omnichannel Goals and Prerequisites

The transition from planning to implementing omnichannel goals and prerequisites is a pivotal point, demanding careful attention and strategic decision-making. Putting the strategies and plans into action is a stage that demands precise coordination and flawless execution. It’s the intersection where the theoretical concepts of omnichannel strategies converge with the practical implementation in business operations, creating a most-important phase in pursuing omnichannel excellence.

Navigating Implementation Challenges

Implementing an omnichannel strategy indeed comes with its own set of challenges. And, these may range from technological hurdles to resistance to change within the company. Anticipating and preparing for these challenges is absolutely essential for a smooth transition. This usually involves not only having a robust plan in place but also being flexible enough to adapt to unforeseen challenges and obstacles.

One common hurdle that faces a successful omnichannel implementation is integrating different technology systems to create a seamless customer experience. Often, this integration requires significant time and resources, and can cause your team to encounter technical difficulties. For instance, according to a report by the Aberdeen Group, companies with the strongest omnichannel customer engagement strategies keep an average of 89% of their customers, compared to 33% for companies with weak omnichannel engagement. These numbers help highlight the importance of overcoming technological challenges to achieve successful omnichannel implementation.

Another potential challenge is managing the cultural and organizational change and resistance that comes with implementing an omnichannel strategy. This could involve training staff, adjusting workflows, and fostering a culture of collaboration and customer-centricity among your team. Consequently, effective change management practices are key to navigating overcoming these challenges and ensuring that your entire team adapts and embraces the new omnichannel approach.

Monitoring and Adapting Omnichannel Goals

Once your omnichannel strategy is in place, continuous monitoring and adaptation become paramount. The omnichannel landscape is dynamic, with customer preferences and technological advancements constantly changing. Therefore, regularly assessing the performance of your omnichannel strategy against set KPIs and goals allows your business to identify areas for improvement and make necessary adjustments.

For instance, analyzing customer feedback and behavior data can help reveal new trends and preferences, which might require changes and improvements in your omnichannel approach. By adapting the strategy to developing needs, you can ensure that your omnichannel strategy remains relevant and effective. A study by Gartner found that 89% of companies expect to compete mainly on customer experience, highlighting the need for ongoing optimization of omnichannel strategies to meet customer expectations.

Staying updated on technological advancements is crucial for adaptation, as it allows for integrating new tools and platforms when necessary. By incorporating the latest technologies, the omnichannel strategy will ensure a better customer experience. Therefore, continuous learning and innovation are key to a successful omnichannel strategy, allowing it to adapt to market trends and technological advancements.



This article provides the reader with a comprehensive guide on defining omnichannel goals and prerequisites, which are essential for business owners and executives considering outsourcing or enhancing their contact center operations. From establishing customer-centric goals to navigating the implementation challenges, the article covers each aspect to ensure a thorough understanding of what it takes to assemble a winning omnichannel team.


Ultimately, a successful omnichannel strategy requires meticulous planning, execution, and continuous adaptation. This guide provides businesses with steps to navigate the journey effectively and meet customer expectations in the digital world. By focusing on clear omnichannel goals and prerequisites, your company can build a robust strategy that drives customer satisfaction, operational efficiency, and business growth.

Achieve All Your Goals with IA Solutions

If you’re seeking expert guidance and support in your omnichannel journey, IA Solutions stands ready to be your partner. With over 50 years of experience in providing exceptional omnichannel experiences for the customers of our clients, we specialize in tailoring our services to companies of all sizes and from all industries. Whether you’re just starting your omnichannel journey or looking to improve your existing strategies, IA Solutions has the expertise and resources to help you achieve your goals. Contact us today to explore how we can collaborate to realize your omnichannel aspirations.

So, if you would like to learn more about how IA Solutions can help your business develop and maintain a superior omnichannel strategy and implementation, reach out to us for a no-cost, no-obligation consultation. You can contact us by phone at 1-888-631-9711 or by email at [email protected]. We look forward to hearing from you.

Coming Up Next: Evaluating Your Team’s Capabilities for Omnichannel Excellence

In the next post of our “Assembling a Winning Omnichannel Team” series, we will discuss the ever-important aspect of team building: evaluating your team’s current capabilities and identifying key areas for development. The next article in this series will help guide you through a strategic analysis, which can help you take stock of your team’s existing skill sets and strengths, which are crucial for laying the groundwork of a winning omnichannel team.

Therefore, check back in a few days to learn more about how building a winning omnichannel team can help your business foster better customer loyalty, drive growth and increase revenue and sales. We look forward to seeing you again.

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Ian Tempro, COO, at IA Solutions by IA Call Center writes about his 20+ years of extensive contact center experience in leadership, client relationships, operations and specialized vertical markets.

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