4 Ways to Maximize Self-Service with IVR

The contact center’s primary goal is to help customers who need information, whether that’s completing a transaction, accessing their account or troubleshooting a product they’ve just purchased. Many of these needs don’t require a live agent and can instead be handled with self-service and IVR technology. Here’s how to help your customers help themselves.

Get to Know Your Customers

Determine the main reasons why customers get in touch with support. Then, setup custom IVR channels to handle those queries. Knowing customer requirements and coming up with coinciding self-service strategies will free up agents who usually field the same types of calls all day long. It’s important to track trends over time, too, because as products and services change and evolve, your customers’ needs will as well.

Automate the Simplistic

Simple or mundane tasks should always be included in your IVR menus. Providing customers with company information, like store hours, locations or directions, doesn’t require the help of a live agent. Additionally, tasks like updating account information or making a payment can be handled 100% via self-service. Even some in-depth technical issues can be taken care of with IVR, so long as the step-by-step instructions are clear.

Create Effortless Menus

If you’re offering customers want they need via IVR but they’re still not using it as much as you want them to, it could be because the menu options are too confusing. Company-speak is fine to use internally, but customers won’t understand technical phrases. Menu items should be basic and comprehensible to everyone.

Know When to Escalate an Issue

Self-service is only beneficial as long as the customer wants to handle things on their own. When they get frustrated, it’s time to have a live agent step in and swiftly handle the problem. When a customer is having trouble with IVR (for example, after trying more than once to enter information) or they specifically request to speak with a live agent, they should be transferred as quickly as possible.

IVR positively affects the contact center’s bottom line while providing customers with a communication alternative.

 

 

 

 

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