Call Center Software | Is quality monitoring all about the numbers? | Envision
May 18, 2010

Is quality monitoring all about the numbers?
Posted by: Jim Shulkin

Is quality monitoring all about a numeric score in your center? If it is, you may want to revisit this process. This scoring process can have a “big brother” feel to it and put everyone on the defensive.  

 

Instead of numeric scores, we have seen call centers be very successful with a “needs improvement, meets expectations, exceeds expectations” type of scoring, particularly in the early stages of a QA implementation. This gets everyone focused on the improvements needed and the pats on the back for great work rather than on arguing whether this score should be 92 or 93. 

 

After all, the point is to provide a vehicle for continuous improvement, not to nitpick and argue about tiny elements of performance to reach a numeric goal, especially when reaching that goal affects that agent’s pay, schedule, or promotional opportunities.

 

Note: This tip is provided by Maggie Klenke of The Call Center School. She may be reached at maggie.klenke@thecallcenterschool.com

 
Apr 14, 2010

Putting a Dollar Amount on Good Customer Service
Posted by: Jim Shulkin

Do you think that great customer service is priceless?  Think again!  StellaService, a provider of customer service ratings for online businesses, announced last week that the value of great online service in the U.S. is $17.3 billion and across all consumer categories it soars to $268 billion per year.
Through a survey "The Value of Great customer Service," which interviewed 304 consumers about their spending habits, it determined that on average Americans are willing to spend approximately 9.7 percent more for great customer service. To read more about the survey, visit www.stellaservice.com
 
Mar 19, 2010

Stop Blaming the Economy!
Posted by: Jim Shulkin

We all know about the economy has been in the tank and that most industries have been suffering, to say the least.  What you might find interesting is that while some call centers continue to struggle, some have rebounded quite well.  Perhaps it’s time to quit blaming the economy and take a long hard look at your internal sales operation.  With that being said, The Call Center School gives a call to action and several excellent tips for those who are still struggling:

Building a successful sales operation requires at least ten different components be in place:
1. Designing a sales strategy and identifying realistic goals
2. Hiring the right people
3.
Matching sales aptitudes to caller needs
4. Creating a service-to-sales mindset
5. Training for customer-focused sales
6.
Coaching for sales behaviors
7. Developing actionable key performance indicators
8. Integrating sales behaviors into the QA process
9. Providing meaningful sales incentives
10. Creating supporting tools and structures
At Envision, we have extensive domain expertise in the fields that are bold (above) and can help you build these into a successful telephone sales organization.
 
Post tags: Call Center School
 
 
Mar 12, 2010

Is Your Call Center Ready to Prevent Turnover?
Posted by: Jim Shulkin

It’s an “employer’s market” in many countries today. Unemployment rates are high, which provides companies with a larger pool of available talent… and makes current employees less likely to leave. But economic prosperity is cyclical, and job growth follows economic growth. Is your center positioned to prevent unwanted staff turnover when that happens?

We recently spoke with several call center and HR directors to learn the best practices they have put in place to engage and retain quality agents. While they differ in the details, they all use highly regarded practices that help boost rep retention. Our thanks to Steve Miano and Lynn Robertson of ING, Dan DeBoer of the Missouri Higher Education Loan Authority, and Lynn O’Neill of New York Life for letting us share their strategies and tactics.

Preventing Turnover at the Hiring Line

Because improved retention starts with hiring the right people for the job, these centers have been improving their recruiting, assessment, and onboarding processes.

First, they have developed profiles of the skills, abilities and characteristics needed to succeed as a rep.

Second, they take time to carefully evaluate recruits to determine who meets their standards. They use effective

·    Phone interviews

·    Pre-hire assessment tests

·    In-person interviews with multiple supervisors

·    Realistic job “previews,” including site tours

Taken together, these tactics exemplify best practices in hiring. The centers do not rely solely on face-to-face interviews: they gather multiple sources of information about the candidates’ qualifications. This increases hiring managers’ understanding of each applicant’s job potential, and the applicants gain a better understanding of job demands and the call center’s unique work environment.

Realistic Job Previews

We know from research that providing an accurate preview of the job — both the good and the bad — improves retention. Ideally, individuals either are hired with realistic expectations or they walk away from jobs that don’t appeal to them. This reduces the number of new hires who walk out the door complaining, “I didn’t know the job would be like this!”

Call centers can take extra steps to reduce job preview misunderstandings. One interviewee described a process in which hiring managers carefully explain the job, how reps can succeed, and the nature of the work environment. Afterwards, applicants are asked to sign off on what was covered. New hires are later surveyed about the job presentation to make sure the preview “sticks” and to uncover any inaccuracies or shortcomings.

Career Pathing

The centers we spoke with have made the rep’s job a career and/or a stepping stone into the company. They offer increasing levels of responsibility, nonphone work, and higher pay for agents as they grow in the job and gain deeper understanding of the company’s products. The centers lay out roadmaps for success and ensure their reps know what they must learn or do to advance in the center, or to transfer to another part of the company. The reps who choose to follow the roadmap are rewarded for demonstrating their commitment: They have good reasons to stay with these centers!

“Benefits,” Rewards, and Recognition

These centers offer benefits that are worth broadcasting: advanced call center skills training, desirable health insurance coverage, flexible scheduling, product training, rewards and recognition programs, 401(k) contribution matching, quarterly bonuses for high customer satisfaction scores… These beneficial programs are carefully designed, implemented, and communicated to support the centers’ efforts to recruit and retain quality staff.

Their rewards and recognition programs remind reps that individual contributions make a difference. One center pulls its team together more than a dozen times a year for

·    An annual kickoff dinner to set the stage for the year ahead

·    Monthly recognition meetings

·    An annual reward dinner for high performers

Training and Development

High-quality trainers and training programs are integral to these centers’ efforts. Reps must understand the company’s products and how to support them before they answer any customer questions. They must immediately impress callers as knowledgeable and helpful advisors. Not surprisingly, reps who are prepared to answer customer questions are more pleased with the job and are more likely to stay.

Going Virtual

Do you have a superstar agent who is moving out of your locale? Are your applicants and staff increasingly asking for at-home work options? Are you looking to reduce physical plant costs? You are not alone. These companies have already implemented at-home work arrangements. This option has helped them recruit and retain top-tier reps they would otherwise lose to competitors.

Get Satisfaction

Years of empirical research has shown that agent retention is strongly tied to job satisfaction. These call centers make it a priority to embrace this relationship. They engage their applicants and employees through clear and frequent communication. They carefully explain the job opportunity and how to advance in the center and into other areas of the company. They foster professional growth and improved productivity through training and development. They reward reps with appropriate recognition and compensation. They have forged results-oriented teams that unite reps and managers to collectively meet business objectives. In short, they have implemented practices that demonstrate their respect for employees — and remind the reps of the important role they play.

 

 
Sep 25, 2009

Key Contact Center Trends
Posted by: Jim Shulkin

In its most recent Customer Contact eBulletin, Frost & Sullivan asked principal Contact Center Analyst Joe Outlaw what he believes are the key trends on the rise in the contact center.
 
His answers were as follows, and I definitely recommend checking out this link to read the full description/explanation for each:
 
  • Social Networking for Customer Contact
  • Speech Recognition Interfaces for Inbound and Outbound Customer Contact Applications
  • Pro-Active Customer Contact
Although I wasn’t surprised by the answers, as they all make good tactical sense and are consistent with efforts we’re seeing in the market, I actually think there may be a few less apparent, but real important underlying messages to be taken from the trends he gave:
  1. The global recession and resulting impacts that have touched us all in some way have had at least one positive affect on the contact center industry – it’s forced us all to look closely at our operations and be creative and assertive about how to do things by new or even unconventional means in order to more closely manage costs and in many cases do more with less. It’s made almost everyone leaner, which can be limiting of course, but is also historically a tremendous impetus for change, and even innovation when we’re motivated or mandated to do so.
  2. As if delivering excellent customer service wasn’t important before, the economic crisis has likely even amplified the requirement for it. Because consumers (businesses and individuals) are leaner as well, they are pickier and more careful about their investments in products and services, and have less tolerance for ineptitude in their delivery by vendors, as there are typically many other hungry (leaner) competitors standing in line to service them better. So the cruel irony is the demand for better service has only intensified, while the traditional means and resources to deliver on it have likely been decimated or at least “modified.”
I believe these two realities are largely responsible for the trends mentioned, and driving several others we’re also seeing.
 
May 07, 2009

12 steps to better results
Posted by: Jim Shulkin

It’s a safe bet that your call center’s sales results can be improved upon.  Here are the 12 best practices of high selling call centers as posted by Call Center Café:

Clearly communicate sales targets:

  • Set expectations: Communicate sales objectives on a daily basis so your Agents know exactly what is expected of them.
  • Provide feedback: Post daily sales results at each Agent’s desk or on-line so they know how they are performing versus expectations.
  • Spot trends: Analyze results per Agent and, per product, to determine trends. Use these trends to coach your team to higher performance.

Train your call center Agents on how to sell:

  • Hold sales skills workshops: Having good customer service skills isn’t enough. They need to attend a call center sales workshop so they can learn how to upsell and right size client accounts.
  • Conduct product knowledge training: During team meetings, have each call center Agent take turns doing a five minute presentation on the key selling benefits of a product.
  • Distribute current competitive information: Train your Agents on how your products and services compare to your competitors. Provide them with solid answers they can use when a client says, “But your competitor offers…”

Provide a “big picture perspective for your Agents:

  • Key Business Indicators: Ensure your Agents understand how their performance impacts your department, your company and its customers.

Motivate your call center Agents:

  • Rewards and recognition: Give out out prizes for “Most Improved Performer” or “Top Ten Salespeople.” The rewards can be food, movie passes or company branded items like mugs or caps.
  • Motivational ideas: Use one idea per week from an employee motivation book like “1,001 Ways to Reward Employees” by Bob Nelson and Ken Blanchard to encourage your team.
  • Post a “Wall of Fame”: Show photos of the top sales Agent for each product. Beneath each photo, have that Agent share their best sales tips on how to sell that particular product.

Constantly reinforce your team’s sales performance:

  • Share best practices: Discuss sales tips at every team meeting, shift huddle and one-on-one coaching session.
  • Send out a “Sales Tip of the Day” to your Agents: Ask your top-selling Agents to write the tips so they get public recognition.

Use these 12 tips to improve your call center’s up-selling and rightsizing performance. Ensure your Agents understand how their performance impacts your department, your company and its customers.

 

 
Feb 26, 2009

Virtues of Web 2.0 Technologies in Contact Centers
Posted by: Jim Shulkin

A recent article posted to tmcnet.com by Susan Campbell discusses recent assertions from industry analyst and research firm Datamonitor on the growing and impending utilization of various Web 2.0 and social networking tools within the contact center, as well as some of the benefits thereof. It’s an interesting read for those of you wondering how all of these relatively still new, and largely only thought of as “social sites,”  such as blogs, Twitter, Facebook and many others could be made useful and valuable to the mission and operations of the contact center.
 
Datamonitor is not alone, nor are they the first to suggest the evolution for Web 2.0 tools into the contact center will soon be upon us. It’s a topic that’s gained more and more steam in the past 6 months. In fact, if you’d like to hear more, we put on a Webinar with Paul Stockford from Saddletree Research on the very topic late last year. You can view the recorded webcast here.   
 
Feb 20, 2009

Critical Customer Information
Posted by: Jim Shulkin

In a recent article posted by Lora J Adrianse, she proposed some interesting questions regarding the profiling of customers. I thought many of them were particularly relevant, especially given the times we’re living in and how important it is to service and retain customers.
 
One of Envision’s core principles is to be “customer-centric,” and it’s fairly obvious, but a critical prerequisite to that is understanding your customers. In fact, we’ll have a new white paper authored by Dick Bucci published shortly on this very topic that better defines what “customer centricity” in the contact center really means and delivers some prescriptions on how to achieve and sustain it (it’s a great read, so we’ll definitely post when it’s available). There are some very direct correlations between some points made in the paper and some of the customer profiling questions Lora posed in her article, including those listed below.
 
What other customer profiling questions are important in your business?   
 
Customer Value - How much do they spend with you in a month or a year?

Top 10 or 20 Percent - Who are the top 10 or 20 percent of your most valuable customers? These are your "gold" customers. Know who they are and treat them accordingly.

Why They Choose You - Why do they keep doing business with you? If you're not sure about what you're doing right, how will you know what to keep doing? Ask them!

Where They Came From - How did they find you? If you know where they came from you can go back for more customers just like them.

Who They Brought With Them - What new business have they brought you? Who have they referred you to? Referrals are like automatic deposits in your bank account. Find out who is making the deposits.

How You Thanked Them – If you don't currently use a simple system to thank your customers, start now! Customers who feel appreciated are easier to retain, and better yet they will reciprocate with referrals.

Deal Breakers - This is the most overlooked bit of critical data. If you've lost customers or just haven't seen them in a while (and it happens to all of us), find out what's going on. Most customers will welcome the opportunity to tell you, especially if something went wrong. What you don't know can hurt you!
 
Lora Adrianse is a person of many talents who is passionate about inspiring and contributing to the growth and development in others. For more info visit: http://www.connectionscoach.com.
 
Jun 19, 2008

Call Center Quick Tip: Great Member Experiences
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Sherry Vogt, a Director in the contact center at Circles:
 
Great Member Experiences
 

Allow agents to submit calls they deem to be “great member experiences” for scoring by quality assurance specialists once or twice a month. This allows for self discovery of agent’s strengths and weaknesses as well as closes gaps between QA and agent perspectives on differing aspects of a call. This promotes greater understanding from agents of how QA may score a call vs. what the agent thinks is “great.”

 
 
Jun 06, 2008

Call Center Quick Tip: Wall of Fame
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Jamie Torgerson, a general manager in the contact center at Costco Wholesale:

Wall of Fame  
So that employees get to know one another better (which is hard because they are all on the phones), we select one employee per month to be on our “wall of fame”. There are standard questions that we ask that they answer, similar to doing an interview with a famous person. Questions like: What is your favorite past-time, what was the last book that you read, do you have any pets and can you tell us about them? We also take their picture to present next to the interview. This helps people to strike up a conversation with someone that they may not usually have an opportunity to talk to.

 
 
May 30, 2008

Call Center Quick Tip: Positive Quality Program
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Brian Freer, manager of provider services at Capital District Physicians' Health Plan:
Positive Quality Program
 
Our QA program is used as a coaching tool to build success. We use Envision’s reporting capabilities to trend both individual and departmental performance. This data is then used to deploy targeted training. Our quality program is fully integrated with our employee-designed incentive program. Employees can earn points (Way-to-Go Dough) for exceeding quality expectations and can redeem earned points for a variety of prizes (movie tickets, gift certificates, etc.).
 
May 23, 2008

De-emphasizing Evaluation Form Scores
Posted by: Connie Smith

A customer of Envision came to me seeking some best practice ideas for de-emphasizing the score on evaluation forms.  At almost every Roundtable I host, this subject comes up and it appears that many are in agreement that there seems to be way too much emphasis placed on the score.
 
Let’s first review why there is so much emphasis placed on the score:
  • We have paid incentives or performance standards tied to the score. Wouldn’t this make you focus on the score if your job or your pay was tied to it?
  • Many agents do not see their completed evaluations prior to meeting with the person delivering the evaluation. This creates a “sticker shock” syndrome where the agent's only focus is the score when a meeting takes place. 
  • Many QAs, Supervisors or Managers delivering the completed evaluation forms are not properly delivering feedback from a coaching perspective and instead reference the score
  • Last but not least, agent’s view the program as an audit; catch me doing something wrong program and not a coaching and development program. 
 Ok, now let’s look at some ways to de-emphasize the score:
  • Make the scoring mean something and not just be a number. You may have heard me talk about taking the evaluating back to whether or not an agent accomplished each skill.  If it is an objective skill, you can score it as a “yes” or a “no”.  (Either they demonstrated the skill or they didn’t.)  If it is a subjective skill, score it as one of these three tiered scoring: 
    •  Did not demonstrate the skill 
    •  Developing the skill 
    •  Fully demonstrated the skill
  • Make sure you have simple and clear definitions of what it takes to accomplish each skill.
  • Turn your audit form into a coaching and development form.  You do this by combining and aligning skills and only measuring what matters.  This way, it doesn’t seem like you are knit-picking them for every little thing.
  • Make sure you let your agent’s review their completed evaluation forms prior to meeting with them. This gets rid of the sticker shock because they have already had a chance to review the form and listen to the call.
  • Engaging your employees in the process by asking them to come to the meeting with the one thing they thought they did really well and the one thing they would like to be coached on. 
  • When delivering feedback, it is crucial to emphasize that the scores are just indicators of skill strengths and gaps and the conversation must be channeled back to coaching.
  • To make the shift from “big brother” to a “coach,” work has to be done to change the culture and mindset of the program.  Opening up the quality program to agent involvement, changing the naming convention from things like “quality monitoring” to “quality coaching and development” and “dispute to re-evaluation” will help.
Last, I will play devils advocate.  There are contact centers out there that will argue that TOP performers thrive on the score and if you want top performers, then promote the heck out of the score.  This is especially true in a sales environment.
 
So there you have it. What are your thoughts about quality monitoring scores?   
 
 
 
May 14, 2008

Engaging Front-line Agents
Posted by: Connie Smith

I was recently asked a question regarding how to engage your front-line agents in the quality monitoring review process.  In this particular case, Quality Assurance Specialists meet with their agents to go over their completed evaluations and to talk about what they did well and what they could improve upon next time.  From what customers have told me, these conversations are one way in which the QA Specialists do all of the talking and the front-line agents show little or no interest in the conversation.  Below are some best practice tips I suggested for engaging the front-line agents in this process:
 
  • Be sure to provide the front-line agents with access to the completed evaluations and recorded calls prior to a one-on-one meeting.  This will give the agent a chance to review the call and evaluation in their comfort zone (cubicle).  This will allow them to be much more prepared and not “surprised” by what you may tell them in a meeting.
  • Have each front-line agent come to the one-on-one session with the one skill they think they did really well and why as well as the one skill they would like to be coached on for improvement.  This engages the agent, gives them ownership in the process and makes it a level playing field.
 
Do you have any best practices that you would like to share in how to engage your front-line agents in the quality monitoring review process?  We would love to hear from you!

 
May 05, 2008

Up-selling Challenge
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Jamie Torgerson, a general manager in the contact center at Costco Wholesale:

This is for our business sales group (supports our business delivery locations). Members call us to place their order each week. As a representative is taking their order, they are to listen for key items that should prompt an up-sell (adding a new item to their order). Any representative that is heard successfully up-selling an item on an order in their quality monitors will receive a coffee from the establishment of their choice.

Post tags: Jamie Torgerson, Costcocross selling, up sell, call centeremployee satisfaction

 
Apr 25, 2008

Quality Evaluations - What's the Average?
Posted by: Connie Smith

It seems that no matter where I am, people are always interested in knowing what the best practices are around how many evaluations quality teams should perform per CSR per month.  Just yesterday I was asked again by a past Roundtable participant.  I wanted to share my response with all of you. Based on information I have read from industry experts such as CCNG, ICMI and the Call Center School, as well as the validation I have received when conducting Roundtables across the country, the average number of evaluations performed per agent per month is 4-6.  This number is a bit lower then the old average of 8-10, but for a very good reason.  Contact centers are lowering the number of customer interactions evaluated, spending the extra time coaching and developing their CSRs. In my opinion, because coaching and development leads to increased performance, employee and customer satisfaction, this is a very good trade off! How many evaluations do your quality teams perform per month?

 
Apr 17, 2008

Call Center Quick Tip -- Management Involvement
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Brian Freer, manager of provider services at Capital District Physicians' Health Plan:

Management Involvement

Our entire management team fully supports the quality program. We are heavily involved in all aspects of the program. Examples of this include: weekly re-evaluation meetings, bi-weekly calibration sessions, quality audits, trending analysis and training. Our strong commitment to quality shows our staff the emphasis CDPHP places on customer satisfaction. We truly “walk the talk.”

 Post tags: Brian Freer, CDPHPagent turnover, call center manager, call centeremployee satisfaction

 
Apr 07, 2008

New Hire Training Tips
Posted by: Connie Smith

On April 2nd I was in Atlanta facilitating an educational Roundtable for local contact center professionals.  While speaking about the subject of new hire training, one participant shared a successful way of bringing new hires on board.  They have a new hire course consisting of several weeks of training however eight hours each day is not spent in the classroom.  On the contrary, only ½ of the day is in the classroom to learn concepts, policies and procedures and technical and soft skills needed to be successful on the floor. The remainder of each day is spent on the floor, double jacking with a senior agent.  This gives the new hires the ability to listen and digest what they learned in the morning.  We’ve all probably seen or been a student who’s eyes start to glaze over after about 4 hours of training and many studies show that the longer the training, the less that is retained.
 
Other benefits recognized by this organization through this type of training include camaraderie on the floor, information brought back to the training room of how the live interactions varied from the training scenario and a higher percentage of agents that made it successfully through the new hire program.  I thought this was a great idea for how to improve the traditional type of new hire classroom training and I wanted to share it with all of you.  Do you have new hire training tips to share?     

 
 
Apr 03, 2008

Rising Star Program
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Jamie Torgerson, a general manager in the contact center at Costco Wholesale:

Rising Star Program

To offer a career path and decrease burnout and turnover, we offer three different programs to all representatives who are eligible and are interested. Our “Rising Star” program is for a representative who shows that they are at the top of their game, they want to mentor new representatives, and they understand our culture and passion for member service. The Rising Stars are utilized by management for feedback on new programs and incentives, as well as understanding our workflow and how to make improvements. We also offer a SIT program (supervisor in training) twice per year for phone representatives who want to get experience in management to see if this is their next step and an MIT (manager in training) program once per year for our supervisors.

 Post tags: Jamie Torgerson, Costcoagent turnover, call center attrition, call centeremployee satisfaction

 
Apr 01, 2008

Economics of Customer Service
Posted by: Connie Smith

Jackie Huba wrote an excellent analysis entitled Mouthonomics describing how great customer service can increase your overall sales—and how bad customer service can detract from it. Basically, a new study indicates that a customer evangelist will spend an estimated $1800 with you and then send you about $800 in additional revenue via referrals. Dissatisfied customers, however, will spend a little less than a satisfied customer, but by talking about their bad experience with you, they’ll end up costing you about $1350, essentially negating their overall value. Tuning into, tracking and effectively responding to the voice of your customers is essential to engendering their loyalty and inspiring them to proselytize on your behalf. What are you doing to turn your customers into evangelists?

 
 
Mar 28, 2008

CCNG Regional Meeting
Posted by: Connie Smith

Yesterday I spoke at a CCNG Regional Meeting in Lisle, Illinois a suburb just outside of Chicago.  My topic was about the past, present and future of quality monitoring programs.  We all agreed that there has been a lot of change in this area and that there is more to come.  Here is what we discussed in regards to evaluation forms:
 
Quality programs of the past tended to use evaluation forms as a way to audit agents.  When filling out the forms, evaluators had a “check the box” mentality and their main goal was to complete their evaluations so they could provide their agents with their scores.  Average number of skills evaluated ranged from 25 – 40 and the form was long, cumbersome and nit-picky. Most forms were 100% yes/no in scoring, which left no room for development.  This made for a negative, big brother program.
 
Quality programs of the present are usedasacoaching and development tool where the score is de-emphasized and is used only as an indicator of an agent’s skill.  The forms are much more streamlined with the average number of skills sitting at 15 or less.  New subjective skills such as tone and empathy have been added into the mix as the industry now understands this is key if you are attempting to evaluate the customer experience.  100% yes/no grading has gone by the wayside with the introduction of tiered scoring for the skills that are not objective. Completion of the evaluation forms is followed up by coaching which turned a once audit program into a coaching and development program.       
 
Quality programs of the future will look a whole lot different as the voice of the customer is expanded into the enterprise through analytics.  The natural evolution of quality will be expanded from the contact center to the enterprise and recordings that used to be listened to for agent evaluation purposes will be expanded to other enterprise departments to learn valuable things such as why customers buy from you, what processes are broken and need to be fixed and why are customers leaving you to go to competitors.
 
What do you think the future of quality monitoring will look like?  

 
Mar 21, 2008

Call Center Quick Tip -- Celebrate Success!
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Brian Freer, manager of provider services at Capital District Physicians' Health Plan:
 
Celebrate success
Many times your phone staff will “step up” to help meet a service goal. How are you rewarding this? Sometimes a simple heartfelt “thank you!” goes a long way. I can remember being new to CDPHP and getting buried with calls. I was pleasantly surprised when management came around to each representative at the end of the day just to say “thank you!” What a great feeling! Celebrations can be creative and fun, without impacting your budget. Recently, we handed out Nestle® Crunch® bars to representatives that volunteered for overtime and “helped out in a crunch.”


 
Mar 12, 2008

eLearning Clips: What Are You Waiting For?
Posted by: Connie Smith

If you are an Envision eLearning™ customer but you haven’t managed to get eLearning clips off the shelf and into your reps' hands my message to you is: "What are you waiting for?" This has got to be the greatest contact center tool around and it’s time to start taking advantage of it. Here’s what you need to get started:
  1. Appoint someone in charge of Envision eLearning
  2. Set aside a couple hours a week to getting this program up and going
  3. Take an Envision training refresher course on how to build and publish clips
  4. Create a welcome clip to send to your agents. This should be a clip to explain what Envision eLearning is and the types of clips they can expect to receive
  5. Start out by creating 1 clip for each skill on your evaluation form
Well, what are you waiting for… start creating Envision eLearning clips today!



 
Mar 10, 2008

The Voice of the Customer
Posted by: Connie Smith

CustomerOps.com recently posted an article about Twitter and points out that monitoring what your customers are saying through social media can be a lucrative practice. You can easily gather useful intelligence through aggregators like Twitter and Google.

If you're recording your calls in the contact center or throughout the enterprise, you also have a gold mine of customer information at your fingertips. What are your customers saying about your products and services? How can you improve processes to better serve your customers? Are you providing the call recordings to other departments so that they can hear, firsthand, the feedback directly from your customers?

Are you listening to the voice of your customer? How are you utilizing resources like your call recordings and social media to gather customer feedback and insure positive customer experiences?

 

Post tags: CustomerOps, Twitter, , , ,

 
Feb 29, 2008

Call Center Quick Tip -- Provide Diversions
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Dale Raduenz, quality assurance analyst for Great Lakes Educational Loan Services:

flickr photo courtesy of 'charmingman'

We receive four times more calls in August than we do in April. We compensate by hiring seasonal staff for our peak season. For business reasons, it is desirable for us to carry a core staff in April that exceeds our needs. Instead of letting the customer service representatives sit idle and wait for the next call, we put their talents to work. When we are not experiencing our peak call volume, we focus on our processes and procedures. We use our front lines to evaluate what needs improvement to gear up for our busy season, and we use their experiences to work with management and software developers to make sure the improvements are implemented properly. This may involve creating training materials for our seasonal staff, or helping to create streamlined procedures for clerical tasks. Using our slower season to prepare for peak helps create camaraderie among staff and makes good use of our staffing resources.



flickr photo courtesy of charmingman.
 
Feb 28, 2008

Backlash Against Bad Customer Service
Posted by: Connie Smith

I was forwarded an article today from Businessweek.com titled "Customer backlash against bad service." The article, penned by Jena McGregor, highlighted numerous situations where customers have taken their service grievances public through social media, peer-to-peer networking, and other online forums. In addition, many of the cases included angry customers who have begun reaching beyond customer service centers to executives throughout the enterprise. The article drove home the point that it is imperative that we listen to the voice of the customer -- whether it is in the recorded calls in the contact center or monitoring online forums to help head-off negative customer experiences.

What do you think? What are you doing in the contact center, and in your broader enterprise, to capture and utilize the voice of the customer? How are you insuring positive customer experiences today? 

 

Post tags: Businessweek.com, Jena McGregor, customer experience, , ,

 
Feb 19, 2008

Call Center Quick Tip -- Hire for the Future
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Greg Gamble, a training and communications supervisor at Weyerhaeuser:

Hire for the Future

To assist with making a good call center great and preparing for the future, look for qualities in your call reps that might make them leaders in your organizations in the future. Not all great call reps will make good leaders but, if you have a good development program in place you may see a decrease in the turnover rate.

 

 Post tags: Greg Gamble, Weyerhaeuseragent retention, call center attrition, call centeremployee satisfaction

 
Feb 08, 2008

Five For Friday
Posted by: Connie Smith

It's Friday, so I thought that I would share a few contact center related links for you to enjoy.

Doug at Service Untitled has posted a three-part interview with Tony Hsieh at Zappos.com. The first interview covers what Zappos does, how big they are, how many report customers they have, the company’s “wow” philosophy, and a bit about their very generous return and exchange policies. Part two of the interview talks more about the company’s very generous policies, how they’ve dealt with their growth to date, and more about the company’s incredibly strong customer service culture. Finally, in part three of the interview, they cover what it’s like to work at Zappos, how the company finds its employees, what they’re doing to improve their customer service, and why the company decided to differentiate itself with customer service.

Over at Return Customer, there is an article about building goodwill with customers. What are you doing to "go the extra mile" and build goodwill with your customers?

Tom Vander Well shares some common points of interest on setting up your quality form at QAQNA.com.

Enjoy the links, and feel free to send along any others that you have learned from or that have piqued your interest!




Post tags: Service Untitled, Zappos.com, Tony Hsieh, Return Customer, Tom Vander WellQAQNA.com, , , ,

 
Feb 05, 2008

Is QA About TLC or CYA?
Posted by: Connie Smith

Tom Vander Well at QAQnA and David Morse at CustomerOps.com have been engaged in an interesting conversation today about what businesses, and contact centers, are measuring and the effect that it has on the customer experience. In his posting, "Quality Scores Don't Always Tell the Truth," Tom asserts that when upper management mandates an internal metric, it can be manipulated and met, but at the cost of the customer experience. Customer experience, and customer satisfaction need to be taken into account, "but the process, culture and incentives create an environment where CYA is more important than TLC," agrees David at CustomerOps.

I have observed that there is a huge inconsistency in what is evaluated as well as how it is scored and many companies don’t know how to build a solid evaluation form with accurate scoring. Too often the "number" or "percentage" associated with quality becomes the determiner of success when actually, success should be measured by Key Performance Indicators (KPI’s) associated with the skills on the evaluation form. For instance, if you are trying to drive First Call Resolution (FCR), then evaluating and coaching to skills such as asking probing questions, identifying customer needs and offering the appropriate solutions should drive that FCR and FCR should be what is measured. If a company can’t tie the individual skills on the form to KPI’s, then perhaps they should abandon the skill. Further, Tom pointed out that there are other factors affecting FCR, like policies, procedures, and lack of information being provided to agents.

What about your quality program? Is it time for an evaluation form makeover? What are you measuring, and are you looking at it from your customers' perspective, or has QA become more about "CYA" than TLC?






Post tags: , QAQnA, David Morse, CustomerOps, , , , ,

 
Jan 29, 2008

Setting Up Evaluation Templates
Posted by: Connie Smith

I received another interesting question the other day from one of our customers about the flow of the evaluation form. Here is the question:

I have my coaching and evaluation template broken down by categories. I had a question from one of the staff who asked if the categories could be split. Basically, under the call handling category, I have 5 skills/questions that are part of the beginning of the call and the end of the call.  Because the wrap up and the closing occur at the end of the call, she feels it may be easier for the reviewer to complete the evaluation form in the order of how the assessment flows. She is looking at it from the perspective of a reviewer and that is the way I originally thought too, but the opening and closing are all part of call handling. I would like your opinion on the industry best practice.  She suggested that I split the call handling up into two categories – Category One (call handling at the beginning of the assessment) and Category Two (call handling at the end of the assessment).

It used to be that the evaluation form was set up in chronological order according to the call flow with "opening" as the first skill and "closing" as the last skill listed on the form but that has changed. 

The new school of thought and best practice is that it is more important to put skills in the correct "buckets" or "categories" so that you can run category reports and trend to see skill gaps and strengths in "like" areas. 

I understand the resistence to moving to categories on the evaluation forms but with automation, it is simple to pop back up to the top of the form to fill in the closing. Simple that is, if you have a manageable number of skills. Give it a try for a while, and I bet before too long, it won’t even be an issue.

How do you have your evaluation forms set-up? How many skills and categories are you tracking?

Related articles:

Post tags: , , , , CSR skills

 
Jan 16, 2008

Resolve to be a Better Call Center Manager
Posted by: Connie Smith

On Tuesday, I had the pleasure of hosting a Web event, "Resolve to be a Better Call Center Manager in 2008: Here's How." During the event, one of the topics that I covered was the different agent classifications as outlined in Dan Coen's book,  Building Call Center Culture. Many agents can be classified into categories like:
  • High maintenance
  • Low mantenance
  • Attention driven
  • Authority pleasing
  • Aloof
  • Unhappy
  • Paranoid
  • Consistent performing
  • Job performance in jeopardy
  • "Why did we hire this person?"
  • Authority challenging
  • Super-achiever
  • Energizer

You can view descriptions of each of these classifications and how to coach to these profiles by downloading the presentation slides. The complete event archive is also available online.

One of the other topics that we also covered during the event is the employee/customer value asset chain. One of the tenets of this theory is that satisfying your employees will help reduce costs. Jana asked about how costs are reduced, and I believe that they are reduced in several ways, including:

  • Satisfied employees are less likely to leave their positions, which reduces training and recruiting costs. The cost of recruitment and new hire training can be prohibitive, as compared to the cost of motivating and retaining existing employees.
  • The level of customer service provided by new hires tends to be lower, which can affect customer satisfaction and retention rates.

During the presentation, Doug inquired about motivating and coaching home-based agents. This is a great question, as it can be challenging to coach remote representatives and one great tool is Envision's eLearning clips. Using eLearning clips to disseminate information to your agents is quick and cost-effective, and can help you easily communicate important information and coaching sessions. I've also written a few blog entries on the topic of home-based agents that you might be interested in:

To those who were able to join me on the Webinar, thank you for your participation. I look forward to hearing your feedback and discussion points. As I mentioned above, the presentation slides are available online, and an archive of the event is now available for you to download.

 

Post tags: Dan Coen, Building Call Center Culture, eLearning, , contact center Web event, , ,

 
Jan 07, 2008

Call Center Quick Tip -- Have Fun!
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Brian Freer,flickr photo courtesy of Melork manager of provider services at Capital District Physicians' Health Plan:

Have fun

My grandmother used to say: "Smile, for when you smile, your smile goes miles and miles." By its very nature, a call center is a stressful place. Try to have some fun. Allow your representatives to have a bright, cheerful work environment. It is important for management to walk the floor and feel comfortable laughing and joking with the staff (within reason). Let your positive attitude be contagious and let your staff have some fun, as long as it's not disruptive. Their smiles will carry through the phone to your customers.

Hear more from Brian Freer on his archived Web event, "Employee/Customer Asset Value Chain: How satisfying your employees can optimize customer satisfaction and drive business growth."




Post tags: Capital District Physicians' Health Plan, Brian Freer, , employee attrition, , ,

flickr photo courtesy of Melork.
 
Dec 28, 2007

Reading Lists for the New Year
Posted by: Connie Smith

As 2008 approaches, many people are making lists of resolutions and things to do in the New Year. Phil Gerbyshak at Make it Great! pointed out a new trend called the "F List," which lists five (or more!) great blogs that may be "under noticed." The idea is to give exposure to blogs that you learn and grow from, while also uncovering new sites along the way. So, I submit my five sites to the ever-growing "F List:"

Here are the original F List contributions as well:

What has made your reading list in 2007 and 2008? I'd be interested in hearing about your additions to the F List as well. You can participate by creating a new post on your blog, adding 5 of your "unsung heroes" of the blog world, and cutting and pasting the above links to your post.

 

Post tags: , Phil Gerbyshak, , ,

 
Dec 11, 2007

Customers Rock! Tips
Posted by: Connie Smith

Today, Becky Carroll at Customers Rock! posted a free eBook for all of her readers. The eBook is packed with customer experience tips and a sampling of the conversations that have taken place on Becky's blog. You'll want to drop by Customers Rock! to read more about topics like:

  • Taking care of existing customers
  • Customer or client?
  • Tips for listening to customers
  • Stories and the personal touch
  • Measuring customer relationships

One of my favorite sections in the eBook is about listening to the voice of the customer (see page 18). One of the first tips is to "read the actual customer comments verbatim." In the contact center, I would take this one step further, and advocate listening to your customer recordings. Are you using your quality monitoring recordings to the fullest? Have other department and company leaders truly listened to the voice of the customer? Why not forward call recordings directly to the rest of the organization so that they can hear exactly what the customers are saying? Carroll also states:

Take decisive action based on the results of listening to customers. Don’t let their feedback be wasted! Use what you learn from listening to customers as a critical piece of data to put alongside your other research findings as you make decisions on products, services, and experiences.

Have you closed the loop with your customers, taking action on their feedback and letting them know that their voice has been heard? I'd love to know what your contact center and your company overall is doing to listen to the voice of the customer.

 

Post tags: Becky Carroll, customer service, customer satisfactioncustomer experience, call center

 
Dec 07, 2007

Agent Turnover Triggers
Posted by: Connie Smith

Across the contact center industry, there have been 12 typical causes of call center turnover, including (in no specific order):
  • Pace of effort required
  • Sense of powerlessness or lack of control 
  • Frustration of not being allowed to do a good job
  • Repetition
  • Daily physical confinement (tied to their desk)
  • Over-regimentation
  • The feeling of being spied on
  • The feeling of not being appreciated by others in the organization
  • Handling complaints and problems all day
  • Odd work hours
  • Pay
  • Better opportunities elsewhere
Of course, not all will apply in each case, but one or two are likely to be the biggest culprits. Which of these 12 factors stand out in your center? What types of changes have you put in place to combat agent turnover?


 
Nov 15, 2007

Call Center Quick Tip
Posted by: Connie Smith

Over the past few weeks, there has been a lot of emphasis on "going green." Flickr photo courtesy of cackhandedOne of the ways that we can "go green" in contact centers is to go paperless. Have you considered embracing new technologies for your reps, from day one, so that you can provide training materials and other documentation online instead of printing loads of paper? What about streamlining processes using technology so that materials, including those with sensitive information, do not need to be printed in order to process the requests?

How is your contact center embracing the move to preserve resources?

Post tags: ,

flickr photo courtesy of cackhanded

 
Nov 13, 2007

Planning for Great Customer Experiences
Posted by: Connie Smith

My colleagues and I spend a fair amount of time monitoring the call center marketplace, reading industry publications and blogs and networking with contact center staff. I thought that I would take a moment to share a few of the articles that have caught our attention this week:

Becky Carroll at Customers Rock! wrote recently about customer learnings in the hot tub. Becky points out that you can learn a lot from listening to your customers, and that her recent experience at a Disney property showed her that she could gather a lot of customer intelligence in the hot tub -- comparing notes with other Disney guests and getting the inside scoop on events around the property. How are you engaging your customers to collect valuable feedback on the customer experience? Within the contact center, there are tons of pieces of information coming in from your customers and prospects; is that information being trapped in your call recording system, or do you have a way to share the "voice of the customer" with the broader enterprise?

Drew McLellan at the Marketing Minute asks if "Good is Good Enough?" Drew states that making incremental changes to your product is not enough to differentiate you from your competitors. He goes on to say:

If we can't sell based on our product and we don't want to sell on price, what's left? Your brand. The buying experience. That's the only place left for differentiation. You need to look for and recognize your exceptional difference.  And, you need to make every contact with you be a memorable experience.

Within the contact center, each employee has the ability to impact the customer experience. Providing exceptional service, or "wow!" calls, can differentiate your company from the competition. Are your employees empowered and equipped to provide exceptional customer experiences?

Another way to differentiate yourself from a competitor is to understand their customer experience. Kim Taylor-Wilson writes about the "Gateway to Successful Client Relationships" on CustomerServiceManager.com, stating that you should become a "true customer" of your competitors. Become a secret shopper of sorts, going to their sites, signing up for newsletters, and spending some money to become an actual customer. Once you have done this, step back and evaluate your experiences honestly: how does it differ from your company's approach? What would you do differently? Meikah at CustServ takes it one step further, "don’t fall into just improving on what your competitor is doing; rather be more creative and innovative!" How can you take your customers' experiences to the next level?

Post tags: Becky Carroll, Drew McLellanKim Taylor-Wilson, Meikah, customer service, customer satisfactioncustomer experience, call center

 
Nov 09, 2007

Cell Phones and Customer Service
Posted by: Connie Smith

Earlier this week, Doug at Service Untitled talked about putting away cell phones in the workplace. Flickr photo courtesy of NewChengduHis assertion was that cell phones can create a distraction for employees, and ultimately effect customer service--especially for customer-facing employees.  Joe Jordan commented on the post stating that "companies need to structure their processes and policies to focus on the customer first."

Cell phones in the workplace can be distracting for employees, and can interrupt customer interactions. In addition, cell phones bring up the question of security. With virtually every cell phone on the market today having a camera installed, employees have unprecedented access to ways to walk away with confidential company information. Companies should think carefully about their cell phone policies and implement procedures that are win-win for both employees and customers.

What are your policies on cell phone usage in the work place?  Are your policies different for customer-facing employees? In the contact center?



flickr photo courtesy of NewChengdu
 
Nov 07, 2007

Call Center Community Education
Posted by: Connie Smith

One of my favorite things about my position as Envision's chief evangelist is that I am afforded the opportunity to get out to a variety of companies to discuss call center best practices. Call center best practices sessions from EnvisionAs a "customer-intimate" company, we pride ourselves on not just selling a product to our customers, but taking the time to educate them on best practices and industry trends. In fact, over the next few weeks, I will be delivering training sessions to one of our customer's contact center management teams, and I am excited to exchange ideas and learn more about their day-to-day challenges.

Our free Webinar program is another great way that we educate the contact center community, and I have had the priviledge of participating in multiple Web events with our customers this year. In the event that you missed some of these events in 2007, I thought that I would take a moment to provide you with a few of the links to some of this year's Web events:

Envision and Free & Clear Present: A Strategic Guide to Developing a Home-Based Agent Program, presented by Andrew Roberts, Free & Clear. 
ShopNBC's Servicing Strategy: Better Coaching Means Better Service, presented by Mary Gooding, ShopNBC.  

Is it Time for an Evaluation Form Makeover? Presented by Dale Raduenz, Great Lakes Educational Loan Services.

 

Employee/Customer Asset Value Chain: How satisfying your employees can optimize customer satisfaction and drive business growth, presented by Brian Freer, Capital District Physicians' Health Plan.

Do you have a great story to tell like these call center leaders? I would be interested in hearing about your successes and challenges as well!



Post tags: , , Andrew Roberts, Free & Clear, Mary Gooding, ShopNBC, Dale Raduenz, Great Lakes Educational Loan Services, Brian Freer, Capital District Physicians' Health Plan,

 
Nov 01, 2007

Extraordinary Customer Service
Posted by: Connie Smith

I was cruising through the world of customer service blogs today when I stumbled upon Steven Grant's article "Critical Priorities for Extraordinary Service Quality " on Customer Service Manager.com. (Hat tip to Meikah.) The article accurately points out that there are many tiny things that contribute to an extraordinary customer experience, but that there are five key areas that can "make or break" experiences:

  • Hire people who care
  • Invest in the Value Chain
  • Automation
  • Training & re-training
  • Leadership involvement

It is difficult to find "the perfect employee," but it is true that employees who are passionate about serving your customers cost the same as other reps, but are also more likely to go the extra mile. I've spoken at length in this blog about the Employee/Customer Value Asset Chain, and I am a strong believer in this theory. Happy employees contribute to customer experiences and are our most valuable asset. If you set your employees up for success, you will be teeing up your company for even greater success.

Grant cites automation as a key driver to raising the bar on performance and exceeding customer expectations. In the contact center, CSRs are often tasked with accessing mutiple systems at one time, which can create barriers to providing expedient customer service. What have you done to remove these barriers for your employees?

Training is also a great place to invest in your employees so that they will be equipped to provide optimal customer experiences. As Grant points out, the training cannot end with new employee orientation, nor can it simply be "on the job." Rather, regular communication with employees will make them feel more valued as well as more successful in their positions. Earlier this year, I cited a Gallup study that showed that coaching and training produced lower employee turnover rates, greater profitability and higher customer loyalty. Imagine what regular training and coaching could do in your company? Are you training and re-training your reps today? Have you seen positive results from the training?

Finally, Grant points out that investing in supervisors and other leadership members is critical. Having the right infrastructure and support system in place for frontline representatives will better insure success across the organization. Don't forget to take time to train the trainers!

 

Post tags: Steven Grant, Customer Service ManagerEmployee/Customer Value Asset Chain

 
Oct 30, 2007

Call Center Quick Tips: Customer Rep Council
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Gail Workman:

Customer Service Rep Council

We have a Customer Service Rep Council that helps us to identify areas for quality improvement. Who better to identify areas for improvement than the reps themselves! The council also gives them a sense of ownership and empowerment as quality improvements are made.

Post tags: Gail Workman, call center representative, call center quality, CSR

 
Oct 18, 2007

Cultivating Employee Morale and Motivation
Posted by: Connie Smith

Today I hosted a conference call with more than 70 people on the line to discuss cultivating employee morale and motivation. This was possibly one of the best Envision Exchange™ calls yet, and I am very excited about the information that was exchanged on the call.
 
To start the call, I defined morale and motivation: morale involves the long-term values and spirits of the group, and is team-oriented. Motivation, on the other hand, addresses more day-to-day individual tasks, attitudes and performance. With this foundation, we spent the hour discussing how to motivate agents.
 
“People say that motivation doesn’t last. Well, neither does bathing. That’s why you should do it often!” – Zig Ziglar
 
Incentives
Jane, who works for a regional airline, pointed out that not everyone responds to the same incentives, and therefore her team runs multiple promotions at the same time, giving reps a variety of things to work towards. Chandler, from an online advertising publication, stated that their team uses a “pay for performance” model, which gives bigger rewards for overachievement of goals. I have found that there is a “Golden Rule of Incentives,” where you should:
  • Reward over-achievers
  • Encourage developing performers
  • De-motivate slackers
So how do you encourage people to “meet expectations” without offering financial rewards? The group suggested that perhaps teams that are struggling to meet expectations should address morale and team-building objectives in order to improve morale and then motivate individuals. I also believe that you should reward people for making progress. Capital District Physicians’ Health Plan (CDPHP) shared their use of the “Give ‘em the Pickle” program. You can also hear more about CDPHP on their recent Web event.
 
“Reward what you want to see more of...” – Tom Peters
 
Ultimately, one of the greatest ways to motivate your staff is to be honest with them. Ask them where they want to be, and what you can do to help them achieve their goals. In addition, regular communication about team progress, corporate progress and how the team is contributing to the “greater good” goes a long way in motivating staff members.
 
Additional resources on cultivating morale and motivation:

Post tags: incentives, Starbucks Coffee Company, Capital District Physicians' Health Plan, , , ,

 
Oct 12, 2007

Customer Service Tips
Posted by: Connie Smith

It's Friday, so I took some time this morning to catch-up on reading some industry e-mail newsletters. One of the articles that I came across was published on Forbes.com: Five Tips on Giving Superior Customer Service, and I thought that I would pass the link along. The article, written by Marc Compeau, provides insights into important customer service strategies like: apologizing to customers, employee empowerment and follow-up. As Marc states, customer service can be your best competitive weapon.

Here are a few other tips and tricks about customer service that you may find helpful:

Post tags: Marc Compeau, Forbes.comcustomer service, customer satisfactionemployee satisfaction, call center

 
Sep 21, 2007

Is It Time For An Evaluation Form Makeover?
Posted by: Connie Smith

Yesterday, Envision hosted an online event with Dale Raduenz of Great Lakes titled "Is It Time For An Evaluation Form Makeover?" During the session, Dale and I discussed the evolution of the Great Lakes call evaluation form and call center best practices.

We polled the audience about their current evaluation forms. I'm pleased to report that 43.5% of the audience uses a mixture of foundation and finesse grading when evaluating skills. If we had taken this poll even a few years ago, I believe that the results would have been skewed towards more foundation skills grading.

Poll results: Foundation vs. Finesse Grading

The audience was also polled about the number of skills being evaluated today. Here are the results:
Poll results: Call Center Skills Evaluated

If you would like to learn more about the Web session, "Is It Time For An Evaluation Form Makeover?" you can download the slides here, and you can view the archived Web event here.

 

Post tags:  Dale Raduenz, Great Lakes, free Web event, , , ,

 
Sep 11, 2007

Call Center Quick Tip: Quality Council
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Kathie Zeier of SUPERVALU:

Quality Council

We have a Quality Enhancement council that reviews any quality concerns. Council members are made up of three CSRs, two operations specialists, two supervisors, knowledge team members, a training team member, and our operations managers. We are currently reviewing and rewriting the Call Evaluation Guidelines document to continually improve the process.

Here are a few more coaching tips that you might find useful:

Do you have any handy coaching tips? I'd love to hear some of your call center best practices as well!

Post tags: Kathie Zeier, SUPERVALUJoan Brennan, Cammy McCafferty, Northwest Airlines, , ,

 
Aug 31, 2007

Call Center Quick Tip: Rally Time
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Gail Workman:

RALLY!

We have monthly rallies on the third Friday of each month. The reps come in an hour before their shift (on O.T.) and we do quality award presentations with great prizes, have motivational guest speakers, include some type of knowledge or skill builder, and the FUN Committee entertains us!

It's important to keep agents engaged and motivated. Here are a few additional links for you to help keep things fun:

How do you keep it fun in your call center? Do you have any contact center humor that you would like to share?

Post tags: Gail WorkmanCammy McCafferty,

 
Aug 28, 2007

Call Center Quick Tip: "Wow" Calls
Posted by: Connie Smith

Flickr photo courtesy of pyrator









Today's Call Center Quick Tip comes from Cammy McCafferty of Northwest Airlines:

Save “WOW” calls using Click2Coach®. They can then be easily accessed and played during team meetings. We can play the entire call or parts of calls for our other Reservation Sales Agents. Using these calls normally creates lively discussions and the agents are able to learn from each other.

Post tags: , Northwest Airlines, , , , ,


flickr photo courtesy of pyrator

 
Jul 30, 2007

You've Gotta Give it Away
Posted by: Connie Smith

Recently, Tom Vander Well commended this blog for spreading contact center information so that all can profit from it. One of the things that I love about working at Envision is that I am afforded the opportunity to network within the call center community and share the knowledge that I collect from around the world. I'm the chief evangelist because I'm passionate about leveraging my experiences in order to improve contact center processes.

But, I couldn't do it without one important ingredient: you. Thank you for helping me to spread the word about best practices in the call center. Without all of the great conversations and interactions that I have with you at roundtables, on Envision Exchange™ calls and in other interactions, this community wouldn't be what it is today. Keep the comments and information coming -- I'm ready to spread the word and give away more great tips and tricks!

Post tags: , Tom Vander Well, , , ,

 
Jun 29, 2007

Call Center Quick Tip: Have Fun!
Posted by: Connie Smith

Flickr photo courtesy of KermitFan









Today's Call Center Quick Tip comes from Gail Workman:

The FUN Committee!

The FUN Committee at my company is one of the best things about coming to work! There is always something going on – contests, barbecues, trophies for creating the best team mascot, performing quality skits, etc.

It's important to keep agents engaged and motivated. Here are a few additional links for you to help keep things fun:

How do you keep it fun in your call center? Do you have any contact center humor that you would like to share?

 

Post tags: Gail Workman, Maria Palma, Cammy McCafferty, Tom Vander Well, ,


flickr photo courtesy of KermitFan

 
Jun 05, 2007

Call Center Quick Tips
Posted by: Connie Smith

Today's "Call Center Quick Tip" comes from Morris Branson of VSP:

Include front-line employees in your auditing process. As managers we may be very good at the theory of call monitoring but the people taking the calls know instinctively and through trial and error what our callers really want. We found that including them in the process allowed us to reassess what we were measuring. Also, you will get better buy-in from the rest of the CSRs when they know one of their peers had a say in the process.

If you'd like to hear more from Morris, check out his archived Webinar or visit with him at the 2007 Envision Customer Forum next week on June 12-14, 2007.

Post tags: Morris Branson, , , ,

 
May 22, 2007

Call Center Quick Tip: One-on-Ones
Posted by: Connie Smith

Today's Call Center Quick Tip comes from Kathy Zeier of SUPERVALU:
During monthly one-on-ones, several calls are selected and sent to the CSR for review after the one-on-one; they then return to the supervisor with comments. Specific areas are agreed on for focus by the CSR in their review. The supervisor also sends all evaluations for the month for review by the CSR. 

Post tags: Kathy Zeier, , , , ,

 
Apr 24, 2007

Quick Tips: Contact Center Quality Logs
Posted by: Connie Smith

Today's quick tip for call centers comes from Kathy Zeier of SUPERVALU:
We keep a log of all agreements made for scoring attributes (and all other quality decisions). This is a great reference when a concern comes up again (and it always seems as if the same issues keep popping up periodically). We may change our decision or we may not if nothing influencing it has changed.

Post tags: Kathy Zeier, , , , ,

 
Mar 27, 2007

Quick Tips: Measure What Matters Most
Posted by: Connie Smith

Flickr photo courtesy of labels_30









Today's quick tip comes from Morris Branson, quality assurance supervisor at VSP:

Measure What Matters Most
Constantly reassess whether you are measuring what matters to your customer. When one company looked at the results of their customer surveys, they found that several things they had assumed were important actually had little or nothing to do with their customers' satisfaction. This is called Derived Importance and is reached by looking at the answers to the survey questions and determining which behaviors actually led to higher satisfaction. One example is that the company was very strict about the way the caller was greeted, as some of you may be.  This ranked low in their caller’s mind. Using their name didn’t even show up in the results yet, we see call centers reinforcing this. The most important things to callers are:
  • Call resolution
  • Helpfulness
  • Next Steps
  • Knowledge of the CSR
  • Follow-through
  • Caring or empathy
  • Ability to make a decision
 
You may want to keep these in mind in the way you give feedback, audit and change call handling. 

 

Post tags: , , , , ,

flickr photo courtesy of labels_30

 
Mar 21, 2007

Quick Tips: Creating Incentive Programs
Posted by: Connie Smith

Flickr photo courtesy of andrewb823










Golden rule when creating an incentive program
Before rolling out that new incentive program ask yourself:
  • Will this program incent my star performers?
  • Will it encourage my developing performers?
  • Will it discourage my slackers?
If it fulfills all three, you’ve got a winning program!

Post tags: , , , ,

flickr photo courtesy of andrewb823

 
Mar 19, 2007

Quick Ideas: Performance Improvement
Posted by: Connie Smith

Want performance improvement? 
Conferences are great for getting ideas and best practices but if you really want to know how you can improve the performance of your contact center you should be asking your reps. 
 
If you really want to get creative, break your reps into teams and have each team submit their best performance improvement idea. It can be process, people or technology related. Ask them to also do a bit of research to come up with a solution and possible ROI. If their idea is chosen, make sure they are involved in the performance initiative and if there is an ROI that is realized, give them a one time bonus for their efforts!

Post tags: , , , ,

 
Mar 15, 2007

Quick Ideas: Do You Know Your Customers LTV?
Posted by: Connie Smith

Flickr photo courtesy of thermophle








Do you know what the lifetime value (LTV) of your single customer is?
Loyal customers will continue to use your products and services until they die unless you give them a reason to become disloyal. They may have just one bad experience with your contact center and they are out the door to your competitor for life. Do your reps understand the concept behind the lifetime value of a customer? Have your reps work out what they think the average customer is worth using the calculation below…. They will quickly understand how important each customer is and why it’s so important to keep them loyal and coming back!
 
LTV = A + B
 
A = How much money the customer will spend in 1 year
B = How many more years will the customer be spending
 
Example: If you are a cable company and the average cable customer spends $720 a year (A) and your average customer has 20 (B) more years of buying cable then the LTV would be $720 x 20 years = $14,400.
 
Calculate the LTV for your customer and make sure every employee knows what it is!

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flickr photo courtesy of thermophle

 
Mar 09, 2007

Quick Ideas: Ask Non-Customers for Feedback
Posted by: Connie Smith

Flickr photo courtesy of Dashka K








Hello everyone, I am continuing my "quick ideas" series with today's idea: soliciting feedback from non-customers.

When was the last time you were asked to complete a survey from a company you did not buy from? Often we only get feedback from people who are existing customers, but this type of feedback is not always as objective as it could be. The secret to balance feedback is to contact non-customers and to ask why they didn’t buy your company's products or services. This can be done in several ways including: telephone which is direct and immediate and offers a good two-way dialogue, by email if this is a channel that the potential customer uses, by post but this means there is no dialogue and your return rate could be rather low, face to face where practical. You may wish to offer a product or service incentive to potential customers for taking the time to talk with you. You will not only be collecting valuable information but you will be giving the potential customer an opportunity to try your products and services.

 

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flickr photo courtesy of Dashka K

 
Mar 06, 2007

Best Practices: Timing is EVERYTHING
Posted by: Connie Smith

Flickr photo courtesy of j6 Photo








Timing is EVERYTHING!
Deliver your evaluations as you complete them. Rather than waiting until you have all your audits completed for a representative, try spreading them out. This is especially effective if you use Agent Desktop to deliver the calls. The CSR gets immediate feedback on their performance, hopefully on a call taken that day so they remember it. This also manages the number of CSRs off the phone listening to their calls so that it has less effect on the service level.

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flickr photo courtesy of j6 Photo

 
Mar 02, 2007

Quick Ideas: Best Practices eLearning Library
Posted by: Connie Smith

Video Library: Flickr photo courtesy of Jim Lindley













Throughout the years, I have picked up a lot of quick tips and tricks for the contact center. Many of these ideas have been shared at the Envision Customer Forum "30 Ideas in 30 Minutes" sessions. I thought that over the next few weeks, I would share a few of these quick tips with all of you. Enjoy!

Best Practices: eLearning Library
Make a library of your best representatives handling a call. We have nine different areas for review, 6 of which are finesse or soft skills. We make a variety of calls available to our teams and they can be used either for one-on-one coaching or in team meetings. The intangible effect we didn’t anticipate was the ego boost it gave when the CSR was asked if we could use their call as an example.

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flickr photo courtesy of Jim Lindley

 
Feb 21, 2007

Streamlining Evaluation Forms
Posted by: Connie Smith

Flickr photo courtesy of Emily's Mind








I was recently asked by one of our customers for assistance in streamlining their current evaluation form. I was happy to hear that they wanted to streamline, as I am a big believer in only measuring what matters and simplifying whenever possible. If you are considering streamlinling your existing evaluation form, here is an article that will help you re-evaluate your existing evaluation form and hopefully make changes for the better!



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flickr photo courtesy of Emily's Mind.

 
Feb 02, 2007

Supporting Home-Based Agents
Posted by: Connie Smith

Home Office: Flickr photo courtesy of Scott C.








One of the questions that was posed during this week's Envision Exchange centered around supporting home-based agents when they have system breakdowns or issues. Here are the responses that I heard:

  • Some companies put home-based agents through basic IT training so that they can handle minor IT issues that come up
  • Many have a support number for home-based agents to call into for home-based support
  • Some local home-based workers are asked to bring their computers in to be looked at
  • Some companies will send IT support out if the issue cannot be resolved remotely
I do think this is one of the top considerations when developing a home-based program and procedures and guidelines would need to be put into place for when system issues occur. What is your company doing to support home-based agents' systems?

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flickr photo courtesy of Hummy

 
Jan 30, 2007

Envision Exchange: Home-Based Agents
Posted by: Connie Smith

Today we held two successful Envision Exchange calls on the topic of home-based agents. A few trends emerged during the calls that I would like to share with you.
 
Selecting Home-Based Agents
Many companies and employees view working from home as a perk. As such, agents are chosen based upon their previous performance (KPIs) as well as based upon behavioral interviews. Some companies allow home-based agents to start working at home as soon as they have completed new hire training while others make spending time in the contact center a pre-requisite to working from home. Once the agents are selected for the program, many companies put the agents through two week to month-long at-home training program to prepare them for their new work environment. One company even segregates their employees for two weeks within the contact center to see how agents react to the solitude of their work environments. Some agents self-select out of the program.
 
Connecting with Remote Agents
Clearly, one of the biggest challenges conveyed by our participants was how to keep remote agents connected with the company and with their contact center peers. One company reaches out to remote workers specifically to invite them to corporate events on site. Another company stated that they have a dedicated intranet site for their agents, where they can interact with one another via chat rooms, blogs and also access job aids and other corporate tools. A few companies also stated that they schedule regular meetings at the corporate site as well as home visits to keep connected with their agents. Some companies utilize IM to connect throughout the day and Envision customers use Click2Coach to send informational clips and coaching packages directly to the home-based agents desktop.
 
Who Pays for What?
There was also lively conversation about the costs associated with setting up at-home workers. Most companies stated that they supply the computer hardware for the agents' home office, but ISP and furniture expenses were up to the individual agents. Overall, there was a sense that the agents must have a sense of ownership and/or investment in the program.
 
Security
Corporate security has become a hot topic for contact centers. To help keep sensitive customer information secure, companies have put VPNs in place. In addition, multiple participants stated that they require at-home workers to have shredders in their home offices to shred notes and sensitive data that they may collect by hand during calls. Other companies volunteered that they do not allow computer peripherals like printers in the home office. One company even stated that they mask sensitive data within their computer systems.
 
Resources
Participants shared the following resources for setting up a home-based agent program: Site visits and information sharing within contact center peers was paramount to many participants’ success. In addition, one company volunteered that they used the book Home Workplace: A Handbook for Employees and Managers by Brendan Read. There is also a great white paper by Avaya that I have found useful.
 
You can access the full recordings of both Envision Exchange calls:
 
Thanks to everyone for making these such informational and educational networking calls! Did we miss anything during the calls? I would love to hear your thoughts on managing home-based agents.

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Jan 29, 2007

Home-Based Agents
Posted by: Connie Smith

Home Office: Flickr photo courtesy of Scott C.








If you are not doing so already, you may want to take a closer look at employing home-based agents because chances are, your competitors are. A recent white paper sponsored by Avaya touts some staggering statistics and motives for looking into this hot trend:
  • An estimated 112,000 home-based agents work in the United States with predictions of this number tripling to nearly 330,000 by 2010.   
  • 42% of Webinar attendees stated that they are currently utilizing home-based agents with another 24% in the planning stages.
  • Top four motives for employing home based agents include
    • Finding and retaining the best agents
    • Reducing costs and increase efficiencies
    • Ensure business continuity
    • Respond to transportation and environmental concerns   
To view the Avaya white paper in its entirety click here.

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flickr photo courtesy of Scott C.

 
Jan 24, 2007

What's Hot & What's Not?
Posted by: Connie Smith

Flickr photo courtesy of David








Yesterday, Envision hosted a Seattle networking event where we brought together local contact center professionals to talk about "What's Hot? What's Not? Trends that Will Impact your Contact Center in 2007." I am continually amazed at how the trends and issues that were brought up resonated across contact center sites--regardless of size or industry.

During the event, we discussed these top 6 trends:
  • A move from selective to full-time recording
  • Centralized quality teams
  • VoIP adoption
  • Tuning into the Voice of the Customer
  • The use of analytics to drive performance management programs
  • From single point to integrated suite solutions  

Are these trends that impacting your center? Which of the 6 will you be focusing on in 2007?

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flickr photo courtesy of David.

 
Dec 27, 2006

Call Abandonment Rates
Posted by: Connie Smith

Last week, I had a contact center manager inquire about acceptable call center abandonment percentage rates. As a best practice, centers should shoot for an abandon percentage somewhere between 2% to 3%. Understand that abandons should be calculated only after entering your switch and remaining on the line for 10 seconds.

After 10 seconds, you start counting abandons. The reason you do this is because customers calling in that hang up within the first 10 seconds are not doing so based on a low tolerance level. They are choosing to hang up for many reasons including they may have dialed the wrong number or changed their mind and decided to call back later because someone walked in their office. All major ACD systems have the ability to track abandon rates and any outside vendor should be able to provide you with reports in this area.


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