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By Oscar Alban, Witness Systems
Today there are many ways to research, review
and purchase products, as well as seek support
and service once the initial sale takes place.
How we opt to carry out those communications is
ultimately our decision – and now, more
than ever, the choices are plentiful. Traditional
sales, support and service have taken place through
the telephone – the medium that triggered
the term “call center.” But with the
advent and technological advances the Internet
has brought to our personal and professional lives,
many new channels for customer interactions are
now available. With this surge in popularity comes
the affordability and ease-of-use that Internet-based
communications provide. As a result, many of us
have turned to the web due to its efficiency and
responsiveness in meeting our needs – whether
we’re on an information gathering mission,
making a purchase or investment, or simply reaching
out for help. And while these Internet-based mediums
offer great, new advantages, they also carry certain
drawbacks – the largest being an assurance
for timely, consistent quality service.
In delivering customer service through telephone-based
communications, the vast majority of organizations
have a workable model in place – one that
focuses on such standards as length of call (ability
to handle sales/service issues in a timely manner);
one call resolution (ability to meet customer
needs the first time around); knowledge (ability
to service based on understanding of the offerings
and customers’ need); and service delivery
(ability to deliver top-notch service in a helpful,
professional manner). All of these have close
ties to a single goal – ensuring quality
and meeting the customer need. It’s made
the initial IVR welcome greeting that many centers
use – “this call may be recorded for
quality” – a standard nearly everyone
has heard! Today’s challenge is to extend
those same standards to Internet–based communications
and truly optimize performance and quality across
the board. Your competition is now only a click
away!
Just because you’ve mastered quality for
telephone service, does not necessarily mean you
have the infrastructure or knowledge in place
to mirror that success and replicate it for the
web. Telephone customer service and support was
the standard for as long as most consumers remember.
You expected to have a person help answer your
questions and place your order “real-time.”
When compared to newer mediums, however, telephone-based
service is costly. Often you are placed on hold
in a “queue” waiting for the next
available agent. Technology investments, training
and customer sales/service representative (CSR)
skill advancement has successfully countered many
of those issues. Workforce management solutions
help balance the workload. Skilled-based routing
helps ensure the best-equipped CSR is servicing
the most appropriate customer interaction based
on the ACD’s ability to forward calls. Universal
call routing ties multiple centers together, creating
a unified front and the ability to fully maximize
internal resources. And IVRs provide customers
with the option to perform self-service for automated
information, such as checking your bank account
balance.
To ensure level of service along the way, quality
monitoring applications came into play to enhance
a center’s ability to meet (and exceed)
the customer need. The recording of select telephone
interactions can occur randomly by CSR for a cross-section
of calls each month, or be set up to trigger recordings
based on user-defined “business rules”
for evaluating specific business practices –
such as communications with key customers, effectiveness
of a product launch, or success of a new campaign.
This practice of business-driven recording, which
has been deemed mission-critical by the analyst
community, helps introduce a quality assurance
standard for training design, scripting and screen
flow effectiveness, as well as service delivery
and performance optimization.
The fact that a growing portion of the population
has embraced Internet communications vehicles
to help meet their needs, has made a profound
impact for many businesses – and for their
call centers in particular. Internet-based customer
touch points – which include electronic
mail, collaborative web chat and web self-service
– have challenged call centers and directly
impacted their evolution into what we call “contact
centers.” As Internet capabilities have
matured, customers have many options – some
of which have challenged contact centers to extend
their capabilities, step-up their technology and
introduce new processes and training programs.
We, as consumers, have changed how they do business
– and in response, they have impacted how
we are serviced. While many sales/service centers
have perfected quality service over the phone
– they are now challenged to mirror that
success and extend it to Internet-based communications
– creating a real competitive differentiator!
With contact centers come a great need for industries
across the board to revisit their service readiness
from multiple vantage points. It raises important
technological and human resource issues that previously
were moot points. And it leads to many preparedness
questions. Is your center technically equipped?
Are you integrating your technologies to ensure
quality? Do you have a performance optimization
model in place? Have you developed your multimedia
sales and service strategies? What is your CSRs’
readiness – are their skills sets up to
par? Have you instated a method to deliver and
measure quality, consistency of service, and customer
loyalty moving forward?
A “yes” to each of these questions
means you’re ready – your multimedia
contact center is bound for success. Yet, while
many work diligently to equip their contact centers
for your next Email or instant message, their
greatest challenge is how to achieve consistency
across all mediums and service inquires in a timely
manner. With quality service comes repeat business,
customer loyalty and great word-of-mouth …
creating new possibilities and great opportunity
for your contact center to thrive! Industry analysts
support this belief, stating that today’s
customers will be demanding “next-generation”
tools to improve the overall performance of their
contact centers across many functions, including
the monitoring of quality, agent training and
evaluation, and call center performance analysis.
On-line, written communication – as seen
through Email, web chat and instant messaging
– have created the need for new quality
checkpoints. Today’s businesses cannot afford
the inefficiencies multiple service channels can
yield. The time to re-examine and fine-tune your
CRM strategy is here!
Industry experts agree that customer relationship
management (CRM) is a business strategy that can
help improve profitability, revenue and customer
satisfaction. Developing and maintaining long-term
customer relationships is critical to the success
of businesses operating in the competitive global
marketplace. The rapid growth of the Internet
and e-commerce has increased the importance companies
place on their customer relationships. Because
the Internet enables consumers to easily evaluate
products and prices from a wide range of geographically
dispersed vendors and quickly change vendors at
relatively low cost, it is becoming more difficult
for businesses to develop long-term relationships
with their customers. And as Internet usage expands,
the need for personal contact will be increasingly
important to ensure quality customer experiences.
Implementing recording and analysis software
to help optimize your CRM strategy is one important
way in which you can improve your center’s
performance. Your customers are now using new
technologies – like email and real-time
web chat – to communicate for the same reasons
they used to call over the telephone. Are your
people, processes and technologies equipped to
deliver the same level of service to which they’ve
become accustomed?
Technology is your first consideration. Look to
the tools you have integrated and how they’re
being maximized today. Then, consider those that
you should invest in to ensure effective web-based
communications. Many of us have felt the force
of poor on-line customer care. The new danger
is … your competition is now only a click
away!
A technology investment that’s imperative
is email response management. Consultants estimate
that you should evaluate email solutions if your
contact center receives 50 or more electronic
messages per day. Email response management solutions
allow you to manage the influx of electronic mail
by automatically replying and/or suggesting responses
to incoming messages based on the answers and
information you set up. It manages and tracks
electronic communications from arrival through
response, routing messages to the most appropriate
personnel along the way. Companies using this
technology are doing so to track Email communications
throughout their course; provide customers with
alternate communications channels; and reduce
contact costs by directing inquiries to the most
profitable medium whenever possible.
With estimates that two-thirds of businesses
will use instant messaging within the next five
years, evaluating the quality of those interactions
is quickly becoming essential as companies adopt
this technology. For the growing number of web
interactions, collaborative chat systems are another
worthy investment. These applications enable CSRs
to interact “live” with customers
by passing instant messages, web pages, documents
and scripts. Some can even take control of the
customer’s browser to help direct them to
information on the site. In communicating this
way, companies can dramatically reduce the volume
and talk time of calls to CSRs, as well as increase
sales closure rates at the point of contact. Setting
up an effective web and Email communications
process is vital. If customer try to use these
mediums to meet their needs and find they cannot
get the information they need, invariably, they’ll
revert to a phone call – making the interaction
more costly for your center and frustrating for
your customers.
The second and third pieces of the CRM optimization
puzzle include inspecting the processes your management
teams have introduced and how well your people
carry them out. Multimedia customer service has
ushered in a brand new era and a need to examine
your practices. CSRs who have mastered service
over the telephone, may not carry the same consistency
in their ability to service over the web. This
challenges centers to adopt new practices in hiring
and training. Should they focus on having specialized
representatives that handle specific interactions
only? Or should they move to a new model –
the “universal agent” who can handle
interactions from multiple communications media
with proficiency? Is a universal agent even feasible?
Both models will impact the type of job candidates
you seek and the training programs and coaching
initiatives you introduce.
Internet-based customer service (e-service) is
an imperative for any enterprise wanting to compete
effectively in the new millennium. And recording
and evaluating customer interactions in multi-channel
contact centers have become popular tools for
quality assurance. It can do so across all mediums
– voice and data, Email, collaborative
chat and web self-service. A multimedia customer
interaction recording technology allows you to
impact your agents’ service capabilities,
morale and motivation. It helps ensure consistency
across customer touch points. It solidifies the
effectiveness of your processes. And it ensures
your customers receive seamless top-notch service
regardless of how they choose to communicate with
you.
Companies must ensure multimedia communications
are responded to in a timely manner, that responses
are consistent and that agents meet customer needs
on first contact, in a professional manner. For
this reason, especially now, monitoring is critical.
Users of monitoring technology can trigger recording
of voice/data telephone interactions, Email and
web chat communications randomly or through user-defined
business rules. For Internet communications, it
can record based on specific “begin”
and “end” commands – and then
be analyzed to measure results against pre-defined
goals and proactively explore opportunities for
performance optimization. These advanced applications
offer proven, integrated solutions with many compatible
technologies, such as Email response management
and collaborative web chat systems. By capturing
entire interactions, recordings can be reviewed
later in a “real time” manner to gauge
the effectiveness of the processes, as well as
CSRs’ knowledge level, ability to maximize
and navigate tools at their disposal, and service
customers effectively.
With the knowledge that your competition is only
a click away in today’s multimedia sales
and service environment, the stakes are high!
But so are the benefits if you effectively optimize
your people, processes and technologies by evaluating
your CRM strategy, enhancing your quality assurance
tactics, and ensuring your ability to deliver
consistent quality service regardless of customer
touch point each and every time!
Oscar A. Alban serves as principal, market consultant
for Witness Systems, a global provider of multimedia
customer interaction recording, performance analysis
and e-learning management software that enables
companies to optimize their customer relationships.
This article was originally published in the April
2000 issue of C@ll Center CRM Solutions Magazine
(now Customer Inter@ction Solutions Magazine).
©2000-2003, Witness Systems, Inc. All Rights
Reserved Worldwide.
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