Contact Center quality

Boost Customer Experience Utilizing Service KPI Insights

Contact center Key Performance Indicator (KPIs) are used by SMB and enterprise companies to make better business decisions and improve the customer experience. Also called metrics, KPIs are the measurable values that show just how effective your business is at achieving its goals.

In our last couple blogs, we touched upon the top agent KPIs and team KPIs that your contact center should be tracking. We also covered the real-time metrics that supervisors use on a daily basis to monitor the status and productivity of their agents.

This time, we’ll check out some of the most used services metrics that show how your services are doing. A service is a specific reason for customers to initiate an interaction with a contact center, or, in the case of outbound dialing, for a contact center to initiate an interaction with a customer. In the contact center space, a service typically means the type of channel that connects the customer to the business: voice, email, chat, and so on.

Not only do supervisors monitor teams of agents, you are checking the performance of the services your contact center offers. Real-time dashboards and wallboards provide a broad view of:

    • Status: Where are the customers now—in IVR, on hold, waiting, being helped?
    • Abandonment: How many interactions were abandoned or dropped?
    • Dropped calls/chats: How many interactions were dropped, and why
    • What’s in the queue: How many customers are waiting to be helped?
    • Service level: How many calls and interactions have been accepted and handled today?

 

Keep in mind that you can track the nitty gritty of things by showing very granular metrics–if you want–and there may be dozens of service KPIs available in your contact center software.

The following are generally the most used and most basic of metrics that show where your customers are in your service offerings.

  • Name – The name of the service. This may seem obvious, but it’s not when you’re monitoring three or more simultaneously.
  • SLA – For voice services, SLA is the percentage of calls answered before the threshold time calculated over the most recent 20 calls. For email, it’s the percentage of emails replied to within the predefined service level threshold.
  • Waiting – How many customers are waiting to be helped for the given service.
  • Max Wait – The longest amount of time that the customer could wait before being helped.
  • In IVR – How many customers are in the IVR for self-service.
  • Queued – The number of customer interactions waiting to be connected to an agent.
  • Handled – The number of customer interactions that have been handled for the service.
  • Active – The active users (agents) handling interactions for the service.
  • Logged in – The number of agents logged in to your contact center.
  • Busy – How many agents are busy helping customers.

When you work in customer service, it’s safe to assume that people are calling, texting, emailing, and chatting with you not because they want to, but because they need to. Assume that they are already having a bad day, so do your best not to make it worse. For any service, it’s ideal to see low numbers for the metrics related to waiting and being on hold. In addition, you want to see high SLA, which shows that agents are helping customers promptly. Your goal is to help people quickly and efficiently. Don’t make your customers wait.

Service metrics provide detailed information about how your team’s customer service handling is impacting the customer. Ultimately, the quality of your services is directly related to customer satisfaction. Supervisors who see the number of customers waiting in queue rising higher than the number of logged-in, available agents to help them, can see that some adjustments need to be made as soon as possible.

A Contact Center Driven by Insights

KPIs provide the insights you need for improving agent engagement and elevating the customer experience. The customer experience hinges on empowering agents with the right training, tools, and service model. Bright Pattern’s omnichannel contact center software helps empower agents with unique tools that facilitate better conversations, boost agent performance, and deliver higher returns in customer satisfaction and agent engagement. Having a unified and powerful agent desktop that displays important KPIs helps to keep supervisors focused on teams and agents focused on customers.

You can learn more about how monitoring agent metrics can help improve agent engagement and customer service by downloading our e-book.

4 Essential Components of Your Workforce Optimization Software

Delivering a positive customer experience is no small feat ­– there are a lot of moving parts that have to work together, with workforce optimization (WFO) being a major component. When considering which WFO suite to go with, keep the following four must-haves in mind.

  1. Integration with Existing Systems

The WFO system you use should be compatible with the rest of your contact center. Cloud WFO solutions are typically the easiest to integrate ­– they can be custom-fitted to your contact center, prepped and tested before going live, and even run along with your current WFO solution as you make the switch so there’s no downtime.

  1. Creation of Reliable and Adaptive Schedules

With the right WFO solution, scheduling becomes much easier. Your WFO software should generate schedules with enough agents to cover daily shifts, accounting for agent requests like certain days or times off, flex shifts, or work-from-home shifts. At the same time, your software should review shift data to accommodate for high and low patterns, which will affect things like breaks and training sessions. Your WFO solution should also be flexible enough to adapt when something unforeseen occurs that requires a quick change in the workforce.

  1. Real-Time Schedule Adherence

In order for management to know if an agent’s daily activity is in line with contact center objectives, you’ll need to see reports about schedule adherence. Your WFO solution should monitor and record real-time adherence, tracking log in and log out times, plus lunch breaks and other types of breaks. For contact centers that have out-of-the-box needs, like after-hours coverage, your WFO solution should let you create custom guidelines.

  1. Accurate and Robust Reporting

WFO (and just about everything else at your contact center) revolves around reports ­– otherwise, it’s very difficult to know what’s going on in your business. Even the best managers can’t be everywhere all the time, which is why they rely on reporting. The data that’s gathered will help you figure out where changes need to be made and what type of training needs to occur moving forward. Comprehensive reports will help you make the right workforce decisions.

The philosophy of WFO ­– shifting the workforce for the sake of optimal productivity ­– has been around for a long time, but actually embracing this philosophy by seeking out the tools to achieve it is still new for many contact centers.

4 Best Practices for Analyzing Quality Assurance Data

If you’ve ever called a business, you’ve heard the recording that goes, “This call may be monitored and recorded for quality assurance.” The best contact centers don’t just record customer calls, though – they also monitor them and then make changes to improve the customer experience. Here are four best practices to help you put call analysis to work.

  1. Clarify your goals and processes.

It’s impossible to know what parts of call analysis to pay attention to if you don’t have a game plan. Which KPIs will you measure? How many calls will be evaluated and within what timeframe? Who will review the data? What will be the process for recommending and implementing changes? There’s going to be an overwhelming amount of data coming in and you need to know what to do with it.

  1. Get everyone involved.

Determining goals and processes should involve the whole team, from management and executives to the agents themselves. Everyone should feel comfortable making suggestions and providing feedback. Also, make it clear that quality assurance is an evolving and collaborative process. Quality monitoring can sometimes be stressful to agents because they feel like their every move and decision is being judged. By emphasizing constant improvement instead of perfection, agents will be more relaxed and effective on their calls.

  1. Pay attention to repetitive comments.

Trends should get a lot of attention, whether they’re positive (compliments) or negative (complaints). While single incidents on either end of the spectrum are not unimportant, tending to the more common issues will have the biggest impact. Start with the major influencers before working on one-off issues.

  1. Allow for subjective ratings.

Scores shouldn’t always be taken at face value; allow some wiggle room for context. For example, you may have an agent who has lower-than-normal Average Handling Time scores. However, their customer satisfaction scores may be higher than average. It’s possible that they’re taking extra time to better understand and soothe the customer, which could be more valuable to the contact center than if they sped through the call just to solve it quickly. Before trying to fix a problem, make sure that there’s an actual problem to fix.

By monitoring phone calls and then using the information you discover to your advantage, you can streamline the agent-customer communication experience, improve contact center performance and greatly increase customer satisfaction ratings.

How Can Your Business Relate to the Millennial Community?

Millennials are arguably the most rapidly-evolving and flippant consumer base in the industry. It is a challenge in itself to understand what they desire in a product, and even moreso how to please them in the aspect of customer service.

In reality, millennials just want what everyone wants. All people generally tend to want to do the right thing, belong to a group, and avoid conflict. The difference between this generation and others is not their access to a plethora of information, but their reliance on that access of information. They rely on their online community just as much as we rely on our immediate neighborhood community.

Think of the neighborhood community you grew up in. Not so long ago, neighbors relied on each other for borrowing spices, taking care of pets, and generally looking after one another. Millennials look to devices, which many of them have grown up using, as their own community. Just as your neighbors would, these devices recommend bars & restaurants, barbers, dog walkers, carpools, and most importantly, connect them with like-minded people.

What a successful business looks like in the millennial community:

Then: Strong values. Now: Progressive values, and being able to exemplify each one.

Gusto, a payroll software company based out of San Francisco and Denver, is an excellent example of a company that makes their progressive values clear, and leads by example to see them through. Co-founder Tomer London took a two-month paternity leave after his daughter was born. In writing, any business can value a “work-life balance”, yet pressure their employees to work 12-hour work days. London takes it upon himself to set the example in his company, and follow through with the values he sets in place.

These types of stories circulate in the millennial community. In the click of a button, millennials can find exactly what people are saying about your business, whether these people are customers or employees. They rely very heavily on these reviews and take them very seriously: they will not be your customer if they don’t like what they see.

Then: Strong, ethical leaders. Now: Strong ethical leaders, and being able to connect with them.

Speaking of leading by example, executives of businesses can be reviewed just as much, if not more, than the business itself. Glassdoor is one of the most prominent resources when it comes to researching businesses and jobs. In the snapshot below, you can see how employees review Jeff Bezos, CEO of Amazon, and actually read through each review.

To millennials, the ability to connect with the leaders of a business is crucial. For the millennial employees in a company, feeling ethically and morally aligned with the person they are working for drives productivity and purpose. The same goes for consumers. With business leaders under a constant spotlight, it is easier for consumers to decide with whom they’d like to do business. After Uber’s many PR disasters, and CEO Travis Kalanick’s inability to mend them, the hashtag #DeleteUber went viral, causing about 500,000 users to reportedly delete their accounts.

The force of the online millennial community is strong. Your business is under a spotlight, but that doesn’t have to be frightening. There is no secret code to learning what millennials like and what they don’t like. Your business does not have to look like Hillary Clinton trying to appeal to young voters through cringe-worthy and outdated slang. In fact, a majority of the Democratic millennials who did not vote for Hillary simply felt that she was untrustworthy.

The millennial generation holds businesses to a higher, more personal standard. If they feel comfortable doing business with you and trust you, chances are they will let their online “neighbors” know. On the other hand, if you’re deemed untrustworthy or unpleasant to do business with, they will certainly make sure their online “neighbors” know to never do business with you.

3 Contact Center Metrics Improved by Predictive Analytics

Predictive analytics predict future events by combining various techniques that analyze historical and current patterns. Predictive voice analytics can have a major positive affect on integral contact center metrics, including customer retention, follow-up call success and quality assurance.

Customer Retention

One of the customer service industry’s main goals is customer retention, and experts believe that it costs more to acquire a brand new customer than to keep an existing customer. Predictive voice analytics, which analyze the customer’s voice during customer-agent interactions, can determine if the customer is at high risk for ending their relationship with the company altogether. It can then inform the agent that they need to put more focus on retaining the customer. On the flip side, predictive voice analytics can also tell which agents aren’t doing enough to keep the customer coming back. This is more effective than random checking for quality assurance, which can take a long time to identify poor-performing agents.

Follow-up Call Success

Often, the first contact with a customer isn’t the one that has a positive outcome (i.e. a sale); it’s the follow-up call that proves to be more advantageous. However, it’s difficult to know which customers are a priority for follow-up contact. Instead of leaving it up to your agents to determine which customers are worth a follow-up call, predictive analytics can analyze past interactions and study voice features to determine if the customer’s tone and behavior predicts a favorable outcome during the next interaction (like making a payment or finalizing a sale). Predictive analytics can create a ranked list of customers, organized by their likelihood to say “yes.”

Quality Assurance

Predictive analytics are a richer way of assessing quality assurance than traditional methods. Routine QA testing often ignores customer patterns, and it is also unable to learn in real-time. Predictive analytics, however, can analyze all types of data, both structured and unstructured, to give a well-rounded view of agent behavior and how it impacts the customer. All customer-agent communication is assessed in-the-moment, allowing the contact center to get an accurate view of agent performance immediately instead of having to wait several weeks.

Contact centers can’t just gather metrics to assess their current performance and then call it a day. They must also use what they’ve learned from the past to create goals for the future. Predictive analytics can help shape those goals realistically.

 

 

Self-Assessment and Self-Coaching for Quality in the Contact Center

 

Traditional quality management solutions support standard processes of scoring, assessment and coaching. Metrics such as average handling time (AHT) are calculated automatically, and quality assurance specialists score calls based on a standardized evaluation form and guidelines. Then these evaluations are reported to managers, who schedule sessions to review and support employees to improve their quality scores.

It’s a good system, and it works. But it could be even better. New quality management solutions offer capabilities that automate more quality processes than ever before. Analytics-driven quality assurance can analyze and score 100 percent of interactions and provide a more holistic view of contact center performance. Automated dashboards provide managers, evaluators and agents alike with insights into key metrics, and they further drive contact center goals and success. These solutions are fluid and robust. Their complex custom and out-of-the-box workflows also include automated self-assessment and coaching processes that enable employees and managers to further boost their performance.

The value of self-assessment and self-coaching has been confirmed by psychologists, educators and business experts. On its own, or combined with group and one-on-one coaching, self-coaching can improve performance. One study found that students who learned self-assessment strategies performed significantly better than those who didn’t. Self-coaching also has shown its value in a business environment, and evidence suggests that it can surpass peer coaching in effectiveness. Similar trends have been recorded many times, both in educational settings and in the workplace.

In the contact center, self-assessment and self-coaching can enhance and supplement more traditional coaching models, in which supervisors send personalized coaching feedback — such as links to knowledge resources, instructions and due dates — as needed.  Because quality is a vital factor in maintaining high levels of customer satisfaction, the added boost provided by self-assessment can determine the long-term survival of an organization.

The success of self-powered quality improvements for your employees depends on your ability to support them in their efforts:

  1. Train your employees to self-assess and self-coach.

Reviewing your own actions and thoughts isn’t always instinctive. Just as employees have to learn how to use scripts, technology and recording tools, they need to learn how to self-assess and to understand the value it brings.  Coach your employees on best practices, such as how to identify problem areas and deconstruct call recordings themselves. Be sure to explain why you are teaching them: “When we first start reflecting, it can feel like a burden,” explains teaching expert Starr Sackstein. “If students don’t understand why they are doing it, then it will seem superfluous to them. Thus, it is crucial that we communicate to students why we reflect.”

  1. Provide thorough, reliable information.

Don’t just teach employees best practices; give them the information they need to act on them. Ensure that they have regular access to up-to-date scores. People who are struggling frequently don’t know that they’re having trouble, according to the researchers who defined the Dunning-Kruger effect, a cognitive bias that causes individuals to assess their ability as much higher than it really is.

“…Incompetent people do not recognize —scratch that, cannot recognize —just how incompetent they are…. Poor performers — and we are all poor performers at some things — fail to see the flaws in their thinking or the answers they lack,” explains David Dunning.

Once people identify the areas that need improvement, they can correct themselves. This applies to quality management too. When employees have regular access to reports and dashboards reflecting their scores, they know whether they are performing well and when to reach out for additional support from peers or management.

  1. Articulate expectations and set criteria.

Learners need more than statistics about their own performance. In an educational environment, students are much more likely to self-assess when they understand what their teacher’s expectations are. To achieve this in the contact center, provide employees with clear outlines and guidance. Calibrate frequently so that everyone is working toward the same goal. Calibrations also improve the perception of transparency and fairness, which makes employees feel more confident that their efforts to self-direct will be rewarded.

Strong self-assessment and self-coaching skills can improve quality scores that in turn contribute to meeting and exceeding contact center goals. They’re natural additions to traditional training programs and, with the self-assessment automation capabilities now offered by top quality management solutions, are accessible to all.