Beyond the phone: helping your front line employees grow

Working in a call center is one of the few jobs that employees with little or no formal secondary education can do, and expect to “rise in the ranks” to an “office job”.

There’s a few career paths your employees could take:

Operations:

The most likely path. From agent to team lead to supervisor, and up the ranks. I’ve seen agents go from answering phones to managing accounts in about 5 years or so. Not bad for those who started with very minimal English language skills and no college degree.

Training:

Another very easy path. Agent to SME to trainer to lead trainer, and up the ranks. For those that would like to expand their skill set, or maybe even travel, this is the way to go. This path could lead all the way up to office jobs such as Instructional Designer or Project Manager.

Specialist:

This is a shorter path, but is a good match for those that might want to leverage years in a certain specialized field into consultation one day.

There are some other paths, but those are the options that I’m most familiar with.

Now, how do you help your employees get there?

Talk to them about their goals

                Where do they see themselves in a year? Do they have any work heroes or people they look up to?

Encourage them to get certified, take classes, and continue their education in and out of work

                Many offices offer professional development classes of some kind or another—these can be valuable when applying for internal jobs.

Coach to their strengths

                Rather than hammering away on a skill set they may leave behind in a year or two, focus on how they can develop long term skills like problem solving, leadership, and innovation.

Develop a good relationship with Human Capital or HR/Recruitment

                Your word will count for something when you want to recommend an employee.

Make your employees aware of these paths

                It’s hard to keep people in your team when they feel the job is a dead end. Make sure they’re aware they have options.

Use these tips and resources to make sure your employees stay with you and stay engaged! 

Use these 13 expert tips to improve YOUR teams' customer service performance

1: Track numbers

                Telling someone that they’ve improved by 5% since last week is more powerful than a simple “Good Job, keep it up.” Especially for teams with commissions or bonuses at play.

2: Single people out, but list as many names as you can in your reports and emails.

                Everyone likes to read their name. List the top ten, the best in different categories, the most improved, best newbie—don’t list everyone, but give people a reason to scan your email blasts and reports.

3: “Rip” scripts from the floor and distribute them to your team for use.

                When you hear a great phrase—“I wish I could tell you differently, but unfortunately, that’s the case”—a phrase I heard 3 years ago that I can still remember comes to mind—jot it down and use it!

4: Use pop culture

                Whatever your agents are talking about or enjoying on their breaks—from Candy Crush to Breaking Bad—try to incorporate elements of into your reports, emails, and notes.

5: Talk to your people every day

                Things on the production floor change every day. Attrition, personal dramas, updates and upgrades—your agents often know more than you about the rapidly changing face of C/X in a call center.

6: Know your tech

                Technical issues with tools can be the Moby Dick of your C/X scores and results. Know what tools are helping, which are hindering, and the work-around-s.

7: Understand what customer feedback should be ignored

                Be familiar with the issues of policy or product that cause customers to complain. These are generally unrelated to the quality of service being given. Don’t get caught up in giving a low quality or customer service score to an agent simply because the customer complained. Know why they complained.

8: Give your team the benefit of the doubt

                When you first hear some of the things agents say you’ll want to shake them. Over time, however, when you get to know your team, you’ll understand that most of the time they’re really doing their best—they just don’t have the skills or tools to do so. They’ll respond much better to your advice and coaching if you come from a place of generosity.

9: Customize training and feedback

                Use the agent’s name in your comments, track their progress, and give them tips based on their particular strengths and weaknesses. Avoid using empty slogans and ‘value statements’.

10: Offer tips and tricks every day

                Agents often get bombarded with updates from corporate and other emails. Keep a file of quick and easy tips to share every day to stay current and to avoid having your emails pushed to the bottom of the stack by a ton of “Organizational Announcements.”

11: Use SharePoint, Chatter, Yammer, or other enterprise social media

                The fun (sort of) of Facebook or other collaborative sites,  in a contained environment.

12: Use data to find your bell curve of performance

                Know your team. Who’s performing where? Who should you focus on? Who’s your priority?

13: Catch people doing it right

                This is one of the most powerful pieces of advice I was ever given. A thumbs up, a literal pat on the back, a piece of candy slipped onto a desk with a whispered “Great Job”, an extended break after a big sale or extra hard call—all these go a long way to getting the performance you want. Remember: what you focus on, you get more of. 

Tutorial: PhraseHacking!

Many articles and tutorials offer lists of helpful phrases and magic words that can turn a call around. I say that’s only half the story. You need the recipe, not just the finished product. You need to know how to construct your own magic phrases—not just parrot the ones you found on in a listicle somewhere.

I’ve performed word-by word “autopsies” on some effective phrases I’ve used or heard used in my call center days, for your own coroner’s report!

The four phrases:

“Hi, I hope you can help me.”

“Okay, we are at $87.52 today.”

“So, I see by the notes that you’re considering closing out the account today.”

“Oh, I wish I didn’t have to say that it’s the case, but unfortunately, that’s what we’re looking at right now.”

 1.       For collections: (For requesting contact information from a third party)

“Hi, I hope you can help me.”

This phrase was extremely effective. Why?

1.       “Hi” (Informal greeting, sets a friendly tone)

2.       “I hope” (no one wants to dash your hopes)

3.       “you can help me” (a request for help is actually a more powerful psychological bonding tool than doing a favor, studies show. Use this to “bond” your listener to you.)

Overall, this phrase gives your listener a direction, and something to do, to get you off the phone graciously—i.e., give you the contact information. It also puts you in this position (see below article), ‘the powerful supplicant’.

http://www.slate.com/articles/life/culturebox/2013/08/the_kindly_brontosaurus_the_amazing_prehistoric_posture_that_will_get_you.html

Frankenstein’s monster: making a similar sentence using the knowledge you gained from your autopsy

“Hello there¹, I’m hoping you might be able to² help me out here³.”

2.       For retail or other sales: (Giving tally)

“Okay, we are at $87.52 today.”

1.       “Okay” (casual usage, indicates wrap- up of job duties, sounds brisk yet friendly)

2.       “we” (magic word cubed. “We” creates a sense of teamwork, unity, and the subtle indication that you’ve been working with the customer this whole time.)

3.       “are at” (Some people don’t like roundabout ways of referring to dollar amounts- those numbers with no currency indicator you see on menus, or the like. I personally think it’s situational. When you’re the IRS, you don’t say “We’re at $15,528.53 today”. There are times to be exact, and there are times to draw the veil of subtly over what you’re doing. Shopping for pleasure is one of those times to blur the lines of harsh reality as much as possible.

4.       “today.” (You’ll be back! Or conversely “Hey, it’s just one day, tomorrow you can go on a budget! But YOLO!”)

There is something offhand, casual, and even at bit international about this phrase. Heard it at the H&M in Denver Pavilions shopping center and was so struck with it I decided to write this article.

Frankenstein’s monster: making a similar sentence using the knowledge you gained from your autopsy

“Alright¹, we’re² looking at³ 57.92 for you this time⁴.”

3.       For retention: (Upon opening up the case)

“So, I see by the notes [or “my other customer service agent told me” if you have a retention queue that is separate] that you’re considering closing out the account today.”

1.       “So” (this is the opening shot of a longer conversation, inviting explanations, which means you can give counteroffers.)

2.       “I see by the notes” (I pay attention and I care)

3.       “you’re considering” (You haven’t done it yet, but I am deferential to your wants)

4.       “closing out” (or some other delicate euphemism like “changing the status of”/ ‘discontinuing”)

5.       “today” (What happened in the recent past that dramatically changed your service so that TODAY you called us? Oh my gosh!)

I had to train my retention reps out of saying “You want to terminate your account, is that correct?” (So many things wrong with that, I don’t even know where to start!)

Frankenstein’s monster: making a similar sentence using the knowledge you gained from your autopsy:

 So¹, I can see that² you’re thinking about³ discontinuing⁴ your services with us today⁵.”

 4.       For all customer support bad-news situations:

“Oh, I wish I didn’t have to say that it’s the case, but unfortunately, that’s what we’re looking at right now.”

1.       “Oh” (universal signal for regret)

2.       “I wish” (further signaling that you care, and you regret having to give bad news)

3.       “have to say it’s the case” (firm yet polite way of setting expectations and boundaries)

4.       “unfortunately” (signally that you understand the frustrations/situation of the customer

5.       “that’s what we’re looking at” (I particularly like “what we’re looking at”- it orients the “team” to the mindset of problem solving and looking forward to solutions, rather than digging in and arguing about the policy or situation)

6.       “right now” (this signals that the situation is not ‘set in stone’, and the customer doesn’t have to contact the BBB or the Attorney General to file a complaint, things might change in the future)

Frankenstein’s monster: making a similar sentence using the knowledge you gained from your autopsy:

“Oh, gosh, what a tough situation¹. I wish I didn’t have to tell you this², but⁴ where we are5 right now⁶ is…”

I heard this phrase from a recorded call from India. I was tasked to find out why certain Indian reps were getting such high scores from our customers (answer: partly their Anglo-Indian accent, which sounded extremely high class and credible, partly their delivery—sweet and helpful.)

Well, you heard the medical examiner! Now you know why these types of phrases are so effective. Go forth and use your knowledge!

Only connect: customer experience as customer caring

source: folsol.blogspot.com

 

I could write a book about how bad call centers, especially outsourced call centers, are.

Instead, I would like to share what I have learned about customer care in the Philippines frommy own 2+ years in outsourced call centers, in a positive way.

The customer’s experience in the Philippines is very different from the US—in some terrifying ways (which I will cover another time) and in some surprisingly pleasant ways.

Advice to a stranger.

Because of the cultural edict to help and serve others above themselves, most Filipinos will break themselves in half trying to help you, even if you are a stranger. Yes, it could be annoying to have strangers tell me how to do something, but it could also be helpful. I think about the commercials in which strangers in the US helping each other is portrayed as Mother Teresa level sainthood and a real novelty, and I have to say that we could probably use a bit more of this.

Translation to best practices in the contact center:

Encourage your reps to anticipate potential issues that other customers have suffered, and warn the current customer about them.

Have other customers experienced slow uploading when they chose this package, and wound up upgrading a month later? It might be worth your while to mention it.

Have other customers signed up for the monthly text message reminding them that their payment will be taken out of their checking account the next day, and they loved it? Again, might be worth mentioning.

It all comes around.

If I asked my driver to wait, he gets a tip. When I asked my tailor to complete a rush project for me, she got not only my business, but the business of my wealthy, idle ladies- who- lunch friends.

In the reverse, I lived in a service apartment, with a maid service for a year. In that year, I must have given the maids almost 100 books (paperbacks that I intended to read only once), and just as many DVDs (cheapies that I bought to watch once, on a whim, or got one episode into and didn’t like).

When I was in terrible pain and couldn’t walk one night to get medicine, the maids came up to the room, got the money, and went to the store to get medicine for me. That was great "instant karma" for my good deeds.

Translation to best practices in the contact center:

Many times it can feel like an ER in the production floor: you help a frantic customer out and never really know the ending of the story—what happened? Did the patch work?

I would try to develop a practice of ‘catching them in the act of doing good’—when you audit calls, note the highlights and good deeds, not just the grammar mistakes.

 When you hear an agent struggling with a cranky customer, give them a thumbs up, an extra few minutes on break, or a much needed coffee for free. Make sure they get “instant karma” for doing the right thing and helping others.

Whatever you call it, customer service, care, or experience should be about making the customer’s life easier.

There were many times in the Philippines where life was much harder than in the US—getting a new ATM card was a Himalayan outing. However, there were many things that made life much easier—little mini shops that sold OTC medicines by the pill, so that if you were short on cash you could buy just as much medicine as you needed, and not be stuck buying the whole $10.00 bottle, as I was the other day in the Detroit airport when I had a headache and needed relief, fast. Shoe repair shops inside the grocery store, so that you could drop off your shoes and go shopping in one errand. A huge variety of public transportation choices: light rail, dollar vans, cabs, buses, and mini buses (“Jeepneys”) as well as private cars with drivers, and rickshaw-like contraptions for short trips when you were just too tired to keep walking. 

 It was all about variety and convenience.

Translation to call center best practices:

If it’s at all possible, offer choices to your customers. Try to make those choices genuinely different, and genuinely appealing. Letting the customer know they can use UPS OR FedEx to mail back their broken modem at their own expense really isn’t much of a choice, now is it? Coach your agents to try to offer choices, workarounds, or ‘hacks’ whenever they can, to make life genuinely easier for the customer.

Look around you in your own life: what connections do you make that you can bring to the customer experience?

Should YOU hire hackers to grow your NPS? Yes! Find out why.

Hacker Love: Why you should encourage hacking in your CSRs.

Kitty Hacker

Customer watchdog service site The Consumerist calls them “customer service ninjas”— they’re the people who know the tricks and tips that can get you, the hapless consumer, real help.

“Well, off the record, I tried this once and it worked for my last customer” they whisper, pulling back the curtain to reveal the magical world of true assistance.

When the customer is in a catch-22, the software design is not customer-friendly, or the situation is rapidly becoming a “horror story”, the best reps step in with a creative solution, a backdoor key, a “work around” …a hack.

Customer service “hackers” just might be your most undervalued resource.

What exactly is a hack? (And what is not a hack!)

A “hack” is a piece of advice, tip, hint, trick, reminder, or extra step  that helps the customer do what they want to do—while still remaining on the right side of the law.

It’s generally not available to the general public and may have been something the customer service rep has only learned over time, from dealing with the same issues over and over.

 For example, if your business requires a credit card to be on file for paperless billing, but paper billing has a charge associated with it…you’re going to get a lot of irate customers demanding either:

a)      E-billing with no card on file

 or

b)       Free paper billing

(This is the actual set-up at a major company I worked with, not just a dystopian nightmare, sadly).

How did the reps find a way to give the customer what they wanted (no fees but no card on file either) while giving the system what it wanted (card on file or fees)?

Customer Service Hack: Put a prepaid credit card with a very low balance on file and stay on paperless billing. Then pay the bill however you like—credit card online, check, Money Order.

No more worries about overdraft fees resulting from “oopsie” charges to a debit/ credit card, no more rushing to the bank to deposit money onto a little-used card, and no fees for a paper bill either!

So what is NOT a hack?

A hack is NOT cutting corners, breaking rules, bending the law, or lying—its essence is not evil manipulation of the system, it’s navigating the system using your experience while staying within the rules.

Why use hacks?

Training manuals can’t cover everything

The state of training in most corporate call centers is…not terrific. Manuals and activities are designed “by committee.”  Global Heads usually set a course (often following the latest training trends) that gets filtered and diluted as it trickles down to the trainer level. And, by and large, training departments move as a herd—innovative ideas often get crushed by the wheels of “This is how we’ve always done it.”

By necessity, training manuals can’t cover all possible situations (how to manage “grandfathered-in” accounts, keyboard shortcuts that let you skip entering a zip code for nervous customers, etc), and all possible work around-s. That’s where your hackers come in.

The source has street cred with your staff

Most of us know that the stiff, overly- scripted role plays you set up during training will be forgotten on Day 1 in the babble of ringing phones, screaming customers, and howling floor managers—the real trainers are the hackers already on the phones—experienced customer service agents who’ve learned the little secrets that can make things so much easier.

Like bootleg cassette tapes passed from glove box to mailbox to P.O. box, these tricks, tips, and hints are usually flying beneath the company’s official radar—and that’s fine. People tend to believe word of mouth much more than memos from on high anyway.

It makes the customer feel like they’re getting special treatment

From everything I’ve seen on peer- to- peer forums, blogs, and support websites, customers just love being “in the know.” If giving them a little more information like “Stop by your local [phone company and internet provider’s] office, the guys on the ground level often know about upcoming installation plans.” gives the customer a thrill with their daily dose of Vitamin IVR, why not try it?

It gives your customer service reps the ability to do a great job

For almost everyone, feeling that they have the power to do a great job is paramount for job satisfaction. Money, perks, job titles and the like only go so far in attracting and retaining true talent. Getting paid big bucks to say “I’m sorry for the inconvenience, but I can’t waive those fees” over and over doesn’t feel good to most people. Hello, turnover for “personal reasons-other.”

 Your best reps take pride in being Super Agents- able to solve any problem, and work with any customer to find a workable solution. Give them the power to achieve this. Happy reps makes happy operations departments, happy managers, and ultimately, happy customers!

How do you find hacks and make hackers?

Ask your Team Managers for the names of a few of the top performing people, take them for coffee on their break, and butter them up. Then ask them for a few tips they would give newbies that maybe got “left off” the training manual. You can also run an informal, friendly Focus Group Discussion, where you ask for the “top five” tips “off the books” or things like that. Be sure to bring food!

 Quietly use their advice in your next training class “just in time”—when you get to the part of training where the hack would be useful, introduce it and explain it—gently stressing that this could really come in handy next time the trainees are between a rock and an irate customer.

If you audit calls and coach, be sure to praise creative solutions and hacks when you hear them: “I really liked it when you gave your customer the1-800 number for that out- of -scope equipment provider. It’s not required, but you really went above and beyond to find a solution.”

 You can also send out email blasts or post on your SharePoint site “Work- Around of the Day” or “Best Solution Award”—so that those agents already on the floor have a chance to benefit from your treasures as well.

Then watch your NPS grow thanks to hackers!