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ContactCentreSmartDismantling Frustration. Engineering Happiness
Counting what counts in contact centres...
Managing metrics that enable better
contact centre performance
Image credit: sxc.hu/profile/onetwo
much
Call Quality Monitoring
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PeopleSmart
PeopleSmart
OperationsSmart
OperationsSmart
Counting what counts in contact centres…
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CustomerSmart
CustomerSmart
StrategySmart
StrategySmart
ContactCentreSmart’s
Hierarchy of
Counting
Image: http://www.kingtutone.com/pyramids/information
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Operations Smart
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Service Level (SL)
Response Time (RT)
Occupancy
Average Handling Time (AHT)
Call load
Forecast accuracy
Adherence to Schedule
Cost (or Revenue) per contact
ContactCentreSmartDismantling Frustration. Engineering Happinesshttp://www. http://aamerch.com/about-us/our-operations
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People Smart
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http://assets3.bigthink.com/system/idea_thumbnails/19540/headline/Picture_545.png?1270842149
Staff satisfaction
Staff engagement
Staff retention
Coaching effectiveness
Hiring effectiveness
CultureCohesion™
LeaderMojo™
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Customer Smart
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http://www.getscorecard.com/wp-content/uploads/2015/01/Get-Smart-Reduce-Customer-Churn-GetScorecard.jpg
Net Promoter Score (NPS)
Customer Effort Score (CES)
Customer satisfaction/happiness
Call Quality First call resolution
Repeat calls
Next Issue Avoidance (NIA)
Transferred/Escalated Calls
IVR Complete Ratio
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Strategy Smart
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http://www.cleanegroup.org/assets/Images/_resampled/blogphoto-OSW-turbines2.jpg
Understanding the contact centre’s
contribution to the rest of the organisation
via improved:
• Quality and innovation
• Marketing initiatives
• Products and services
• Delivery of services
• Self-service systems
• Brand reputation
• Word of mouth
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Defining, demystifying and detangling…
CallQuality Monitoring
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Defining, demystifying and detangling…
Call Quality Monitoring (CQM)
Whatcount
Whatcount
What exactly is CQM?What exactly is CQM?
Why count
Why count
When count
When count
Howcount
Howcount
Counting
cousinsCounting
cousins
Why is getting CQM right a big deal? Why is getting CQM right a big deal?
When is it appropriate to use CQM?When is it appropriate to use CQM?
How do we measure CQM? How do we measure CQM?
How does CQM relate or impact other metrics?How does CQM relate or impact other metrics?
Counting
benchmarkCounting
benchmark
Counting
calamityCounting
calamity
What are the benchmarks for CQM? What are the benchmarks for CQM?
What can go wrong with CQM?What can go wrong with CQM?
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Defining CQM
Be clear on what CQM means in your contact centre
Image: http://callminer.com/wp-content/uploads/2014/02/contact-center.jpg
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ContactCentreSmartDismantling Frustration. Engineering Happiness
Q:How do you define a successfulcustomer interaction? Is it…
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A100% Compliance:A
‘zero-defect‘ interaction
Call QualityWe define a successful customer interaction as:
OR
B100% Customer
Satisfaction:Resolve + Connect
with customers
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ContactCentreSmartDismantling Frustration. Engineering Happiness
Option ‘A’ is
important, but
focus more on
option ‘B’.
Why?
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ContactCentreSmartDismantling Frustration. Engineering Happiness
Option ‘A’ is
obsessed
with…
‘avoiding
failure’http://previews.123rf.com/images/olechowski/olechowski1209/olechowski120900003/15097189-Way-to-success-and-avoiding-failure-concept-on-blackboard-Stock-Photo.jpg
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Being obsessed
with
‘avoiding failure’
will get you to
this…
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Option ‘B’ is
obsessed with…
‘achieving
excellence’
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Being obsessed
with ‘achieving
excellence’ will
get you to this…
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Be obsessed
with…
‘achieving
excellence’
Don’t be
obsessed
with…
‘avoiding
failure’
Being obsessed with ‘avoiding failure’ will just get you to
‘ordinary’.
Being obsessed with ‘achieving excellence’ will get you to
‘extra-ordinary’!
Spend much more time discussing how we can improve each
customer conversation.
Spend much less time haggling about QA scores and whether
an agent met particular standard or not.
Sure, we need agents to adhere to company policies and
comply with ‘Standard Operating Procedures’ (SOP’s).
This is important.
But does attaining zero-faults mean you’ve had a quality
conversation with your customer?
Maybe, but probably not.
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…continued
ContactCentreSmartDismantling Frustration. Engineering Happiness
Be obsessed
with…
‘achieving
excellence’
Don’t be
obsessed
with…
‘avoiding
failure’
A zero-fault contact does not always equate to an excellent
contact.
We need to learn about excellence by analysing and studying
excellence, not failure. Excellence is not the opposite of
failure; it’s just different.
Shifting your customer conversations from ordinary to extra-
ordinary requires a different mind-set and a different skill-set.
It requires the skill of imagining how we can make each
customer conversation even better.
How?
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Here’s some ideas
on how we can
shift
from
this…
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Score less.
Discuss
more.
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Score
less
Discuss
more
Here’s an idea from the organisation that is ‘Powered by
Service’, Zappos.com.
Quality monitoring at Zappos used to be on a quality
monitoring form rated on a scale of 1, 2 or 3 on a wide range of
dimensions. However, Zappos found that this promoted fear,
not growth, so they changed the formal rating structure.
To reduce anxiety Zappos went from performance metrics to
pure feedback and did away with QA scores for full-fledged
contact centre staff. Supervisors (or coaches) and agents now
just talk about the things they liked and the things they could’ve
done better. Zappos made a shift from top-down evaluations to
open partnered conversations, which makes for happier (and
less defensive) employees and an environment of enthusiasm
for service growth. Source: The Zappos Experience - Joseph Michelli
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Let agents to
nominate their
best calls
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Let
agents to
nominate
their
bestcalls
Another idea for promoting excellence is to ask agents to
submit their best calls for quality assessment.
What this does, is that it gets agents to think about being
excellent on each call as opposed avoiding failure on each
call.
This will rejuvenate those often stale and monotonous QA
coaching sessions. A discussion around excellence is much
more liberating than a discussion around avoiding failure.
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Subscribe to lessscripting
Prescribe morefreedom of speech
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Subscribe
to lessscripting;
Prescribe
morefreedom
of speech
Don’t script unless you legally have to.
Do promote socially responsible ‘freedom of speech’
that’s in line with your corporate identity.
I suggest looking at your corporate values and establishing
communication principles that reinforce these values
rather than insisting on strict compliance to rigid policies.
Here’s an example:
Instead of having a rigid policy that says, ‘you must mention
the customer’s name three times in a conversation!’, rather
establish a principle that says ‘build personal connections
with each customer conversation’. Mentioning the
customer’s name three times is not the only way to build a
personal connection.
People want to be self-directed; they want to be able to do
the right things in their own unique way.
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Encourage
caringwith a purpose
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Encourage
caringwith a
purpose
Put the ‘care’ back into ‘customer care’ by giving your
agents a ‘Customer Appreciation Budget (CAB)’ of say,
R500 per quarter. Encourage agents to use their ‘CAB-
money’ to fund deliberate and innovative acts of
kindness for their customers. The agent with the best
‘CAB’ story wins a quarterly prize.
The amazing thing about this idea is that it encourages
agents to listen to customers more deeply and to take a
deeper interest in the lives of their customers.
It adds a layer of ‘purpose’ to their role, which they might
not have had previously.
Yes, the bean counters might see this as an unnecessary
expense, but try it. The gains you get from a CAB program
like this will almost certainly outstrip any other
investment you make in building customer loyalty.
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How to measureCQM? What options do we have?
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Measuring CQM
100%
Call Coverage
0%Subjective Data-driven
Agent Judgement
Post-Call Survey
Random Call Random Call Monitoring
Analytics-
System
Analytics-based
Performance System
Source: Yankee Group, 2008
Accuracy
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In the beginning mankind created this…
The humble voice
recorder!
ContactCentreSmartDismantling Frustration. Engineering Happiness
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Foundational measures….
This allowed us to assess the quality of our Agents by assessing…
Measures whether something was done or not
Yes/No standards
More objective…Easy to score; Easy to understand
E.g.’s : Did the agent use the correct…• Greeting and ending• Verification procedure• Transfer and ‘hold’ procedure• Call protocol
&
ContactCentreSmartDismantling Frustration. Engineering Happiness
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Finesse measures….
This also allowed us to assess the quality of our Agents by assessing…
Measures how something was done
Graded standards e.g. ‘Excellent to Poor’
A lot more subjective…Allows for individual styleBut more difficult to score
E.g.’s : To what extent did the agent demonstrate…• Professional courtesy• Empathy• Active listening• Energy and positivity
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Foundational measures gives
customers this type of experience…
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Perfectly functional…but a little bland
Foundational measures gives
customers this type of experience…
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But with Finessemeasures a customer’s experience is transformed…
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from this…
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to this!
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This works…
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But…this is MUCH better!
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What impactsCQM? What metrics inhibit CQM?
What metrics promote CQM?
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Factors impacting CQM...
Staff turnover and CQM?
CQM
LL
LL
HH
HH
Staff Turnover
If +
Then
-
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Factors impacting CQM...
Agent Knowledge and CQM?
CQM
LL
LL
HH
HH
Agent Knowledge
If +
Then
+
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Factors impacting CQM...
Query Complexity and CQM?
CQM
LL
LL
HH
HHIf +
Then
-
Query Complexity
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Factors impacting CQM...
Occupancy and CQM?
CQM
LL
LL
HH
HHIf +
Then
-
Occupancy
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Factors impacting CQM...
AHT and CQM?
CQM
LL
LL
HH
HH
AHT
If +
Then
+ ?
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Factors impacting CQM...
NPS and CQM?
CQM
LL
LL
HH
HH
NPS
If +
Then
+ ?
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Hopefully we’ve created better…
Awarenesswhich will lead to better…
Choiceswhich will lead to better…
Results
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ContactCentreSmartDismantling Frustration. Engineering Happiness
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About the author...Hilario Fiandeiro
Hilario is the owner of ContactCentreSmart, an
independent consulting practice, specialising in ‘dismantling
frustration and engineering happiness™’ in customer-facing
environments.
He has more than fifteen years experience, as an operations
manager, facilitator and management consultant, across
various industries, in the customer experience and contact
centre space.
As a professional consultant operating from Johannesburg,
South Africa, Hilario focuses exclusively on making customer-
serving professionals more successful and customer
interaction experiences more rewarding.
For more information…
Contact me on:
[email protected]
www.ContactCentreSmart.com