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Contact Centre KPIs & The Green Jaguar

by OmniTouch International OmniTouch International No Comments

In this short article I share the true story of my former boss, her green Jaguar automobile and how they taught me lessons about Contact Centre KPIs.

The background

Back in the early 90s I landed my first VP Operations role running Call Centre & Warehouse operations for an American entertainment company.

I had not come up through the ranks.

I was the VP Finance and I was offered the VP Operations job after the existing VP Operations resigned.

So I went straight from numbers, financials & analyses to operations.

At that time we didn’t have easy access to reliable Call Centre training – especially in operations domain.

The entire management team, including my boss the Executive VP, had to figure out how to run a large and growing Call Centre without any formal education or background in the industry.

Call Centres are very unique environments and cannot be understood purely from an intuitive or gut level.

There are some very real and complex mathematical realities which need to be mastered to perform well.

But I didn’t know those lessons and my boss at the time most certainly did not either.

We built our Los Angeles-based Call Centre from the ground 

One of the milestones of my career was watching a brand new Call Centre being built from the ground up.

Engineers were consulted, building crews were brought in, technology folks began to install, people began to be hired and it was all very exciting.

The Centre was located in a small beach town about 20 miles from the company’s chic and shiny Santa Monica based headquarters.

That gave our pioneer team a sense of independence and also some welcome distance from corporate ‘politics’.

My boss – the Executive VP

My direct boss was a life-long record company executive.

She stood about 6’1” (186 cm), wore big statement jewellery and could do multiple currency calculations in her head.

I loved her but feared her just ‘enough’ – others feared her more.

Every year she also got a new company car – and in the year our Centre went live it was a shiny green Jaguar sedan.  Gosh I loved that car.

Our new Centre was a single story building with glass windows all around.  That allowed us to see cars pulling in and out of the driveway.

And soon you will see how important this was to this story.

When the Centre opened

Our formal launch day was set.

And about 3 days beforehand my boss called me and asked if she could drop by on opening day to see the live operations.

She wanted to see people taking calls and experience what she and the Board had ‘gotten’ after spending so much money.

My answer was of course – yes, come on over.

Was there really a choice?

This is when things got a bit messy

One of the lessons I share now in my training is never let your boss walk unescorted through your Call Centre.

It’s too easy to draw incorrect conclusions based on what you see – a lot of what goes in a Centre is actually invisible!

But I let her go unaccompanied out into the Centre and here is what happened.

Armed with a little notebook, she walked around and observed each and every one of the 60 or so Agents we had in place at launch.

If the Agent was talking on their headsets or typing on their keyboards she was pleased and walked on by.   If they weren’t doing anything she wrote down their name on the notebook.

When her 6+ foot frame appeared in my doorway, she wasn’t very happy.

“Daaaaan” she drawled in her Southern accent, “You’ve got a big problem.

“You’ve got a lot of lazy people out there not doing anything.  So your interviewing skills must not be all that great.  And I’d say you’re also overstaffed.

“If you don’t fix this we are going to have a serious problem – do you really think we’re made of money?”

With that, she turned, went out, got into her car and drove back to Santa Monica.

A surprise visit

A week later, at about 10:00AM, the Receptionist ran into my office and blurted out “She’s here, she’s here!”

She had spotted the green Jaguar pulling into the front drive through the windows.

So I did what any fast thinking VP Operations would do.

I ran out to the floor, grabbed the first 3 Agents I could reach and said “You, you and you, sign off and go hide in the pantry!”

As they ran around the corner in walks my boss.

She looked at me for a moment and then strode right into the Call Centre floor.

And what did she see?

Here’s what she saw

As any good Call Centre person knows, when I pulled through 3 folks off the phone, the Occupancy rate for all the remaining folks immediately shot up.

Welcome to the Power of One.  Everyone was either talking or typing.

She wandered around the Centre for about 20 minutes in total and this time I made sure I went with her.

As she headed back to the front lobby she turned to me and said “Good”.  She then walked out, got into the car and drove off.

Here’s what was really happening 

You need to know more than just the individual definition and purpose of each KPI.

The most interesting part about Contact Centre KPIs is how they interrelate and interact with each other.

Contact Centre KPIs aren’t just dials on a dashboard to be monitored and tracked in isolation.

Why are you still talking about Average Handling Time?

So I came up with what I call ‘The Chicken Dance’ – based directly on the story of my boss and her green Jaguar.

And this has always been one of my favourite teaching moments.

To do the Chicken Dance, you start by raising your arms up so that they are parallel to the floor.

Ok here goes –

When I pulled the 3 folks off the phone – the Service level went down (flap down).

That means the Occupancy went up (flap up).

– Quality potentially began going down as the call queue grew (flap down).

– Abandonment rate likely went up as the call queue grew (flap up).

– Available time for the Agents went down (flap down).

– In the short run AHT might go down but as time goes by AHT goes up (flap up).

– Customer Satisfaction with wait time goes down (flap down).

-and # of Calls Handled per Agent went up (flap up) – but not because they were more productive!  Because we were understaffed at that time.

I dedicate The Chicken Dance to my former boss in Los Angeles

Since I introduced the Chicken Dance in my classes way back in 2003, thousands of people have sat in a training room or hotel conference room and watched me perform the dance.

I think that this has been a fun and useful way to convey the complexity inherent in Call Centre operations.

Operations training doesn’t need to be dry and boring.

It should be interesting and useful and be easily linked to the Employee experience and the Customer experience as well.

People should be able to ‘speak’ its unique language with ease.

So in closing, I dedicate the Chicken Dance to my boss with the green Jaguar.

And I thank her for the wonderful 8 years I had working with her and gaining such wonderful experience that I share with students to this day.

Thank you for reading!

Daniel

 

Dear Contact Centre – please stop tai chi’ing your Customers

by OmniTouch International OmniTouch International No Comments

In this short article I warn against tai chi’ing your Contact Centre Customers when they need your help.

There are many odd approaches to achieving productivity in the Contact Centre industry

There’s a long list of odd approaches to achieving productivity in the Contact Centre.

One of my least favorites is what I call tai chi’ing the Customer.

If you’re familiar with the formal practice of Tai Chi it originated in ancient China and is one of the most effective exercises for health of mind and body.

When I lived in Los Angeles I practiced tai chi to manage my own personal stress and reduce blood pressure.

But in the Contact Centre it’s not a good thing and here’s what it sounds like –

Good morning this is Andrew, how may I help you?

Hi Andrew, Siti here. Can I ask how to apply for the scholarship?

Sure Siti.   It’s all on the website.  Just visit abc.com and you’ll find everything there.

 Short, sweet , unhelpful.

But it kept the call short!

It’s tai chi’ing when you push someone to self-help without offering to help first.

Designed journeys have exception handling too

Sure – perhaps a particular Customer journey was designed in such a way that the Customer would have ideally gone to the website first.

But when you offer multiple channels, you’ve made an implicit promise to honor the Customer regardless of which channel(s) they decide to use.

When I work with students in Customer Experience courses I explain it this way –

“When your Customer wakes up in the morning they have a choice.  A choice in how they interact with you.

They could call, email, text, or drop in on your Service Centre as they’ll be in town running errands anyway.

No matter what choice they make, we honor them and help get the job done.”

Journey mapping practitioners recognize that some percentage of voice calls come in after Customers tried self-service first.

And that happens when the self-service option failed to deliver the desired information or required too much effort.

Referred to as containment this is a measure of the percentage of enquiries  fully resolved within a particular channel.

And it’s never 100%.

So for a Customer to be tai chi’ed on a voice call – right back to the self-service channel that had failed in the first place – is clearly not an award winning strategy.

The danger of measuring service through compliance measures

We worked with a large educational institution on their Contact Centre Mystery Shopper program.

To allow for trending,  the compliance standards used for measurement had not been refreshed or updated for years.

And sure enough, all the greetings, closings and using the Customer’s name ‘two times’ were achieved and generated high percentage scores for the program.

They were all happy.

But during our analysis of the conversations, we picked up on the extensive use of Tai Chi by the Agents.

Though we reported it in our findings the management wasn’t that interested.

Later on when we checked, we learned that the Tai Chi approach was a directive from Contact Centre management to keep the calls short.

Ah ok.  We had simply picked up on what the Agents had been asked to do.

Another weird way that productivity rears its head in the industry while damaging the Customer Experience.

How about a version like this?

Good morning this is Andrew, how may I help you?

Hi Andrew, Siti here. Can I ask how to apply for the scholarship?

Sure Siti. Happy to help with that!

(A bit of to and fro to address Siti’s needs)

Ok Siti – have you viewed our website before? 

Ah ok – no worries – let me show you where, in future, you can easily reference what we’ve been taking about on this call.

What if Customers fed back that the website did not provide an easy reference?

No problem.

Because this becomes business intelligence to be funneled to the CX Team for action so the website can better meet its purpose.

Thank you for reading (and please – no more Tai Chi!),

Daniel

When you coach you’re either helping or keeping score

by OmniTouch International OmniTouch International 1 Comment

When you coach you’re either helping or keeping score.  In this short article I explain the difference between the two.

We measure everything!

In the Contact Centre industry we tend to be obsessed with measuring things.

From Occupancy rates through to Net Promoter Score we have dashboards and dials for everything.  (Even though not everything matters.)

And we have a whole special set of measurements reserved just for Contact Centre Agents.

When we’re able to influence and guide our Agents to better Productivity, Quality & Attitude, life is good.

And measuring progress quantitatively along the way is fine.  It’s really important to let people know how they are doing.

Measuring Quality

One of the most important processes in the Centre is Monitoring & Coaching.

We monitor Customer interactions, document our findings and talk to the Agents about their performance.

Great Monitoring & Coaching improves Quality, drives better Customer Satisfaction and delivers higher Employee Engagement.

It’s a multivitamin process with lots of great benefits.

But only when it is well designed.

There are many questions to answer to create a great Monitoring & Coaching process

The Monitoring & Coaching process is more complex than it first appears on paper.

  • Who should monitor interactions?
  • How often should we monitor?
  • What do we monitor for?
  • Who makes the rules for defining and calibrating Performance Standards?
  • How often should we listen, how should we listen, what do we listen for?

And when it comes to Agents –

  • Who should talk to Agents?
  • With what frequency should we talk to Agents?
  • What is the role of Quality Assurance?
  • What is the role of the Team Leader?
  • When or how should a score be involved?

Wow – there’s a lot involved.  But there are some answers too.

Let’s focus in on the use of scoring.

What is the role of the Scorecard?

Let’s zoom in questions around scoring.

  • What is the role of the Monitoring ‘Scorecard’?
  • Do I have to use it every time I speak with my Agent about their interaction?
  • Do I as a Team Leader use it or does Quality Assurance use it?

You’re either helping or you’re keeping score

In our Client work, we find that both Team Leaders and Quality Assurance have an unhealthy attachment to the scorecard.

Every quality discussion with an Agent involves a score.

Even side by side sessions – the rare times they seem to be conducted – involve a scorecard.

Isn’t this all rather disheartening and unnecessary? And typically all the Agent wants to know is the score.  Or ‘did I pass or not pass’?

That’s not a formula for improvement.  And a sure sign there is confusion between helping or keeping score.

What do we mean by that?

Scorecards are wonderful tools for gathering quantitative data.

Providing a developmental summary of scores across randomly selected interactions can be a great tool for Agent performance trending.

Here’s your trend here.  Here’s your trend there.  The big picture of performance and what contributes to it.

But scoring on a day to day basis in the Centre can inhibit growth.

Imagine your Agent comes to you and says –

“Boss, I’d like you to help me with my communication skills. Can you sit with me and listen to a few of my calls and give me your thoughts?” 

You reply, –

“Sure, give me a minute to get my scorecards – I’ve got to score everything I hear and that we talk about – be right there…”

I don’t think you would say this.

Even writing these lines makes me cringe.

The role of a Coach within the context of transactional coaching is to help their Agent get better and better at what they do.

Since when did helping someone get better involve a score?

Scorecards don’t change behaviour

A Scorecard is a judging tool.

It tells you how you did.

Just like watching the scores presented by Olympic Judges after the skater has skated, or the diver made their dive.

They tell you how you did.  But they aren’t designed to help you get better.

It makes me sad when Quality Assurance people tell me that all they do is issue scorecards and hope that Agent quality performance improves.

Dream on.

But helping people changes behaviour

What the best coaches do is sit with their folks – on a regular basis – and help them get better.

They understand that helping is something they do for their people.

“Here’s where you did well.  Here’s where you can improve.”

With no score attached. And why would you need one?

And the more you help someone – the better they will score when the time comes.

In closing

When people ask me how many interactions they should monitor I ask them to rephrase the question.

“How many interactions will you monitor for scoring purposes and to provide trending?” 

“And how many interactions will you conduct to help your Agent get better?”

Then add the answers to these two questions together to get your answer.

Thank you for reading!

Daniel

 

From Contact Centre Management to Customer Experience Management – do you have what it takes?

by OmniTouch International OmniTouch International No Comments

The purpose of this article is to share some thoughts on what it takes to move from Contact Centre management to Customer Experience management.

It seems to be a logical move

In the past year I’ve had a few discreet enquiries from Contact Centre Managers about what it takes to move from Contact Centre management into Customer experience management.

I think it’s a great question and I honor it.

And though it seems to be a logical move, it’s important to first establish that Customer Experience management is a different field than Contact Centre management.

So let’s start by looking at where you work now.

Because that is where your experience begins and much of your exposure lies.

Does your Organization pursue Customer Experience as a business strategy?

Not every Organization pursues Customer Experience.

We have to get that out of the way first.

Of course no smart CEO is going to disparage Customer Experience in conversation.

But talking about Customer Experience and doing what it takes, organizationally, are two completely different things.

And there are many viable ‘maturity models’ out there you can use to peg your Organization’s Customer Experience level of maturity.

Forrester, Jeanne Bliss, Beyond Philosophy all openly share well thought out maturity models.

Look them up – answer the questions. Estimate the organizational maturity level where you work.

You’ll need to understand Customer Experience maturity models if you want to move into Customer Experience management in any case.

Obviously if you work somewhere that operates at a higher plateau of maturity – you have a leg up.

You can see, feel and taste what Customer Experience feels like at an organizational level.

There’s a common misunderstanding

The most common misunderstanding I come across in conferences and workshops is that Contact Centre folks confuse Customer Experience and Customer Service.

Customer Experience is not Customer Service on steroids.

Being good at Customer Service and being good at Customer Experience are two different things.

Of course there is overlap.

Consider the diagram show below.  Customer Service is a subset of Customer Experience.

And in this second diagram you can see that the Contact Centre is a subset of Customer Service.

Remember that the Contact Centre is only one possible touchpoint of the Customer Experience.  And not every Customer uses the Contact Centre.

If you conflate the two terms – Customer Experience & Customer Service – you won’t just confuse yourself.  You will confuse others around you.

I see this all the time.

Contact Centre Management runs around talking about Customer Experience without using the term in the right context.

The way you manage your Centre says a lot about your Customer Experience potential

Let’s look at how you manage your Centre now – and what that bodes for your future in Customer Experience.

Efficiency in the Contact Centre matters.  But there are right ways and wrong ways to achieve efficiency.

You learn this in Operations management.

If your focus as a Contact Centre leader is on metrics like # of Calls Handled, Average Handling Time ane/or Occupancy you’re going to have a challenge graduating up to Customer Experience.

Because not a single one of these metrics has anything to do with the Customer’s point of view.

Ask yourself.

What metrics have I set for my Centre Andy with Team that reflect the Customer’s point of view?  Their voice?  What matters to them?

How seriously do we take those around here?

Quality in a Contact Centre matters.  But there are right ways and wrong ways to achieve quality.

If your Centre talks about quality that’s great.

But how is it achieved?

Is there regular and ongoing coaching that helps people improve?

Or is your Centre a scorecard factory where issuing scorecards substitutes for meaningful dialogue between Frontliners & Management?

At it’s heart, Customer Experience is a people-business, with Customers at the heart and Employees & Partners across the organization as part of the overall ecosystem.

Your proven ability to bring the best out of the people you work with is a great indicator of Customer Experience management success.

Funny things Contact Centre Managers ask their Agents to do

What kind of culture exists in your Centre?

How do your Frontline Agents describe Customers?

Do they describe them as irritating?  Entitled?  Annoying?  Unreasonable?  Do Team Leaders chime in and say the same thing?

If so you’ve got a culture issue within your Centre.

And if there’s any place where a Customer-centric culture should be strong – that’s the Contact Centre.

If you’ve been able to get your Contact Centre folks to be Customer-obsessed, that bodes well for your ability to influence others outside the Centre when you’re in a Customer Experience role.

Let’s get financial for a moment

Customer Experience gets a fluffy reputation.

That happens when Customer Experience oriented folks struggle to articulate the concrete benefits of organizational Customer Experience.

Your experience in Contact Centre management should have exposed you to annual budgeting, project-based budgeting, ROI analyses and the like.

Because as tempting as it can be to argue the case for Customer Experience ‘because it is the right thing to do’, that method will fail you every time.

The ability to present a solid business case, using the language of business – numbers – is an important skill set for Customer Experience professionals.

We can’t ignore the power of influence

Last in my list for this article – the power of influence.

I always say that that best Contact Centre Managers work up and out.

By that I mean they are seldom in the Centre.  I succeeded in my operations career because I had super-charged Supervisors.

That enabled me to work with other Departments & Functions to see how the Centre could help them solve problems.

And asking how we could work together to solve Customer problems as well.

Ask yourself.

What’s my reputation within the Organization?

Am I seen as credible?  Have I helped establish trusted relationships across functions?

Because Customer Experience management involves politics.  Politics in the positive sense here.

Using influence, reputation and track record to get folks involved in making Customer’s lives better.  It’s a big part of the job.

In closing

I don’t think you have to come up through the Contact Centre industry to succeed in Customer Experience management.

But with that said, if you’re able to channel the Customer-centricity you achieved in the ‘heart’ of Customer Service to the organization at large – you’ve got some very specific advantages.

And I’d add that you look at CCXP Certification.  It’s intensive but robust and internationally recognized.

Thank you for reading!

Daniel

 

Funny things Contact Centre Managers ask their Agents to do

by OmniTouch International OmniTouch International No Comments

This short article provides a humorous and perhaps disturbing look at how Contact Centre Managers ask Agents to do funny things.

Especially in the context of interacting with Customers.

There’s a well understood process

There is a well understood process Organizations use to select which behaviours they want Agents to display during Customer interactions.

Sometimes called KPIs, Performance Standards or CX Standards, management selected behaviors let Agents know what matters most during Customer interactions.

Example behaviours include:

  • Tone of Voice
  • Branded language
  • Empathy
  • Product know-how
  • Objection handling

The potential list is infinite.

And the final selection of these core behaviours is based solidly on the organization’s CX strategy, Corporate strategy and/or Customer Service strategy.

A lot of work goes into selecting the right behaviours, keeping them up to date and making sure everyone understands the ‘why’ behind each one.

But that work pays off in multiples as relevant quality goes up and good things like experience and advocacy happen.

But some Centre Managers choose to circumvent the process

In what I think represents a misguided attempt to deliver ‘a Customer experience’, management sometimes asks Agents to do funny things.

Let’s start with one of my favorite examples.

At an Asian bank, Contact Centre Agents who logged in for the morning shift, were asked to say a version of the following at the end of their first call that morning.

“Mr/Mrs. XX, thank you so much for helping me start my day off so wonderfully.”

Really?

Sometimes it is hard to know where to begin on something as silly as this.

But let’s try.

First point of view – that of the Agent.

How many Agents would you guess supported the use of this behaviour?

Yup – none of them.  It felt odd and inauthentic.

That should have been the first clue that something wasn’t quite right.

It’s called Voice of Employee or VOE and is an important source of Customer understanding.

Secondly, let’s get practical.

What if the first Caller was angry?  Crabby?  Too little coffee intake as of yet?   Does the Agent still have to deliver the behaviour?

Another personal favorite

Another Asian bank – different country.

The Service Quality Team had engaged a ‘Customer Service Expert’ who convinced them that there was an industry standard for a smile.

A proper smile must show 12 teeth.

And they bought it.

And then they Mystery Shopped it.

Can you imagine the training session for the Mystery Shoppers?

“Ok guys – when the Banking Officer smiles at you be sure to count if 12 teeth are showing.”  

And can you imagine the final Mystery Shopper presentation to the Board?

“And ladies & gentlemen, we’ve got a problem – on average less than 7 teeth are showing and let’s not even talk about the  intensive dental work cases that we will report to you separately.”

This story is a little different

This story is a little different as it comes from Mystery Shopper research.

An international mobile handset manufacturer wanted to Mystery Shop their Frontline Agents.

The Mystery Shoppers were to dial in, ask a specific set of questions and record the conversations.

So far so good.

Because to Mystery Shop well you need to select and define the key behaviours to be measured as part of the program.

The Organization had a prepared list of behaviours which they turned over to us.

Behaviour #1 – “Was the Agent prepared and ready to take the call?”

So we asked – “Oh. How would a Mystery Shopper know if the Agent was prepared and ready to take the call?  

To which they replied – “The Mystery Shopper should be able to tell if the Agent was prepared and ready to take the call.  Score it.” 

Ah, ok.

The Customer Experience Mystery Shopper Program – are you on track?

And what’s up with this Small Talk standard?

Depending on your CX Strategy, your Corporate Strategy and your Customer Service Strategy, it may make perfect sense to implement a ‘Small Talk’ behaviour into your Agent set of quality standards.

Typically I see Small Talk expressed as “Have you had your lunch yet sir?” or “How’s the weather in Singapore today?”

An unrelated question added into the conversation with the intention to build rapport.

I’m not disparaging the standard.

If your organization went through the full and proper process of selecting and defining relevant standards and Small Talk presented itself – then by all means implement it.

But the Agents I meet tell me that the Small Talk standard was literally grafted on to their existing set of standards.  They felt they were being asked to do a funny thing.

When done right – appropriate small talk can elevate a conversation.

But when used at the wrong time, or in the wrong way – it sounds at best inauthentic and at worst – irritating.

Making it a compliance behaviour is almost guaranteed to be problematic.

At the end of the day you can’t capture the entirety of the Customer Experience in a single interaction

It’s well understood that the Customer Experience consists of the Customer’s perceptions across their entire experience with an organization.

And that sometimes that experience doesn’t even touch ‘Customer Service’ or the Contact Centre.

Of course, when it does touch Customer Service or the Contact Centre that interaction may have more emotional resonance than other types of interactions.

And that matters.

The management decisions described in this short article were not made by one individual.  A group or committee of smart people sat around a table, decided that these were good ideas and implemented them.

But grafting on Agent behaviours in the hope they deliver a positive Customer Experience shouldn’t involve Agents saying funny things.

Thanks for reading!

Daniel

“Image © Matt Madd/Dentist” https://costculator.com/dentist/

 

 

 

 

 

What behaviours do Customer Experience professionals display?

by OmniTouch International OmniTouch International 1 Comment

In this short article I share thoughts on Customer Experience professionals  – and the behaviours they exhibit not just at work – but in practice in their daily lives.

I was having a relaxed lunch at McDonalds, sitting at an outdoor patio here in sunny Singapore.

As I looked around, many empty tables were covered with dirty trays, even though there was a convenient Return Station located in the corner of the patio.

First I thought of my Mom.  She would never have allowed us to leave trash behind us for others to clean up (thanks Mom).

Then I shifted my thinking over to Customer Experience.

Would a Customer Experience professional leave their dirty tray behind at a McDonalds?

What kind of Customer experience does your Contact Center deliver?

It’s not what you say, it’s what you do

One of my dear friends says, “If you want to know the health of the tree, examine the fruit.”

Still sitting at McDonalds sipping my Coke, I took out some paper and jotted down the behaviours I think Customer Experience professionals display in their daily lives.

In today’s parlance, their ‘authentic selves’ – behaviours that happen even when no on is watching.

Did you clear your tray at the food court or fast food restaurant even if someone else is paid to do that?

If you did that’s cool.

It shows you have humility.

It’s hard to imagine that folks who have too much pride to clear their own trays are able to put someone else front and centre in their thinking.

It also shows you have empathy.

When you see a lot of dirty trays lying around, you probably think – ‘my goodness the poor staff who has to come out and clean this all up.’

‘Let me do my part to help.’

Humility & empathy.  Check.

In the last week did  you read an article, crack open a book, watch a video or attend a class?

If you did that’s cool.

Customer Experience is fascinating in part because of the depth and breadth of the subject matter.

No one can know everything about Customer Experience – and that means there’s always something to learn.

Your once a year seminar?  Well that’s nice.

Do you brush your teeth once a year?  Wash your car once a year?

I think the best Customer Experience professionals regularly read, watch, interact and listen to content that beefs up their know-how and perspectives.

In the last month did you send a Compliment Letter or post a positive review on social media?

Great Customer Experience people look for the ‘good’ in what they experience.

The lady at the salad counter at the grocery store, the bus driver, the Call Centre Agent that helped you untangle a sticky problem.

The shampoo that really worked.

Organizations and people love to hear from you when they do good.

Complaints are easy.  Anyone can complain.

But identifying the good in what you see – and taking the time and effort to salute that – is important.  That’s how you celebrate what’s going well in your organization too.

In the last month did you visit an art gallery, read a non-work related book or attend a concert?

If so that’s cool.

Delivering a great Customer experience takes imagination.

And the arts, in any form, serve as food for the imagination.

If you’re all work, work, work your perspective shrinks, your ability to connect the dots diminishes and your experience of the world becomes a bit more grey.

Did you do what you said you would do?

So you RSVP’d for the party – but you didn’t go.

You said you would help your neighbor out with clearing the rubbish, but you got busy at work.

You told your friend you would meet them for coffee, but something came up.

It’s hard to deliver a consistent and positive experience for Customers if you don’t do what you said you would do.

And doing what you said you would do begins in your own personal life.

Excuses have no place in a Customer Experience professional’s toolbox of behaviours.

Did you write an article, give a speech, speak on a podcast, share a story in your company Town Hall?

The best Customer Experience professionals give back.

I read an article that stated that less than 1% of LinkedIn Members publish their own content.

That made me sad.

But I bet if you took that analysis down to the Customer Experience profession, you’d see a much higher percentage contribution.

That’s because the best Customer Experience professionals share.  And there are so many ways to share.

  • Write an article
  • Write a post
  • Share a story
  • Give a talk
  • Participate on a panel

Many of the Customer Experience people I know or follow do all of these!

Customer Experience professionals – in closing

I’m sure there are plenty of other behaviours out there.

But for now I’ll draw this article to a close – and thank you for reading!

Daniel

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“But my way is better!”– How to manage a common Coaching Challenge

by OmniTouch International OmniTouch International No Comments

In this article we talk about a common coaching challenge faced in the Contact Centre industry.

In a recent course, one of my students, ‘Roberta’ shared:

“Dan, I’ve just been promoted from Call Centre Agent to a Quality Assurance role.

And I’ve been asked to help the Centre improve its call quality.

But how do I handle a situation where the Agent believes that what they’re saying to the Customer is perfectly fine, even when I know it can be better?”

Roberta explained that there was an Agent, ‘Deborah’, in the Centre who had been there for many years and was set in her ways.

The Agent liked to use a colloquial expression when asking for the Customer name at the beginning of the call.

She would say –

“May I have your good name please?” 

But this Centre served an international Customer base.

Roberta believed that the Deborah’s phrasing could be confusing for some of their international Clientele.

All it took was listening to a sample of the call recordings to prove out the hypothesis.

Awkward pauses from Customers made it clear that the phrasing was confusing.

The suggested phrasing for this Centre was simply, “May I know how to address you?”

When Roberta approached Deborah with the recommendation to change the phrasing, Deborah became defensive.

Her response was along the lines of:

“This standard is perfectly acceptable. 

In fact, my sister in law who works in the Education Ministry in my home country told me that this standard appears in all the major textbooks in use in classrooms.”

Roberta was struggling with how to respond.

Handling the classic case of “My way is better”

When you conduct transactional coaching, it’s expected that there will be cases where Agents believe their way is ok.

And in some cases even better than what they’re asked to do.

My first suggestion is to listen to the Agent input without judging.

Remember that Agents do this for a living.  They may have great points and suggestions to make.

Be ready to tell them that’s a great idea.  And what you’re going to do to help put that idea up for consideration.

But to carry on with this story I advised Roberta to first honour Deborah’s input:

“Sure Deborah, I can see why you would suggest that phrasing.

I always appreciate Team Members with opinions because this means that you’re thinking about how we can deliver outstanding quality.”

Then direct your conversation over to the viewpoint of the organization.

I teach a 3 Parachute Technique when I share the organization’s viewpoint.

If the first parachute doesn’t open, then pull the second one.

But if the first parachute opens – and is accepted – then there’s no need to go further.

This approach is helpful for this particular common coaching challenge.

Let’s have a look.

Parachute #1

Try Parachute #1 first:

“Deborah, each day when we come into work, we actively become part of  _________(name the organization). 

Through our individual efforts, we help bring ________’s vision, mission and objectives to life. 

In the case of the Contact Centre and our quality standards, the Management Team worked hard to design the kind of Service we want to be known for.  

In the case of asking for the Customer Name, given our international audience, we implemented a consistent standard which is “May I know how to address you?”

While I honour your opinion, we have a responsibility to deliver the kind of Service we want to be known for here at ________, regardless of our personal opinion.”

Parachute #2

Remember to open Parachute #2 only if you believe it adds value to the Parachute #1 discussion.

“Deborah, do you know McDonald’s?  Starbucks?  Coffee Bean?  Great – I guess we all do. 

Can you imagine if someone who worked at Starbucks decided that they wanted to make a vanilla latte their own way? 

That they simply changed up the recipe or added an additional ingredient because they thought it would be better prepared their way?

Imagine if at Starbucks around the city, the country or even the world, the Baristas each began to make up their own recipes?  

One of the ways companies such as ours and Starbucks for that matter, impress their Customers is through consistency and design of how things are to be done.”  

For my own training programs and coaching I typically use examples drawn from the countries where I’m working.

Parachute #3  

I urge caution here though my old VP, Operations persona comes out here and please do look for some tongue in cheek humour.

“Deborah, let’s put it this way. 

When you decide to open up your own coffee shop, service consultancy, insurance company, etc., you can select whatever standards you think will work well for you.

And I’ll be the first person to come down, visit your business and talk to you about the standards you set.                          

But as long as we both work here and our paychecks say “_________”  on them, we have a responsibility, along with everyone here, to bring our company standards to life. 

Thanks.”

In closing

Coaches – don’t let the common coaching challenge of “But my way is better” throw you for a loop.

Not only can this common coaching challenge be managed, it’s an opportunity to build trust since you honor the input and share organizational vision, mission and objectives with your Team.

Thank you for reading!

Daniel

How to help your Contact Centre Agents improve their Performance

by OmniTouch International OmniTouch International No Comments

In this post I share how to help improve your Contact Centre Agent performance.

What is the job of a Contact Centre Agent?

When we hire a Contact Centre Agent, we’re responsible for helping them succeed in their job.

To help improve Contact Centre Agent performance.

So a fundamental understanding of the job is the right place to start.

For the Contact Centre Agent job, this definition helps:

The job of a Contact Centre Agent is to do the right things at the right time.

 Doing the right things corresponds to Quality, while at the right times corresponds to Productivity.

So let’s look at some choices you can make to improve performance in Quality and in Productivity.

At the end of the article we’ll close out with a look at the role of Attitude(s).

Doing the right things = Quality

Here are some choices you can make to help your Contact Centre Agent performance in Quality.

1.  Develop a compelling Service Delivery Vision  

When you try to please everyone, you end up pleasing no one.

That’s a powerful statement and important when you’re looking to deliver Customer-pleasing quality for your Customers.

Every organisation has its own purpose, its own set of Customers and its own style and brand.  So by design, it should have its own kind of service too.

A well-crafted Service Delivery Vision helps everyone understand what kind of service we deliver around here.

Even better, ask Agents their opinion of what kind of Service we deliver around here and incorporate their voice into the Service Delivery Vision.

Wouldn’t be great if every Agent could say –

I know exactly what kind of Service we deliver around here, how to explain it to others and how to bring it to life in my job role.

If they can’t then here lies an important opportunity.

2.  Select the right Performance Standards by channel and train them well 

Every channel –  Live Chat, Email, Voice – has its own set of behavioral practices that separate a great interaction from an average one.

For example, in Email it’s important to write the way you speak and to use inverted pyramid writing when sharing content.

So first understand those behavioral practices by channel.  If your internal Trainers don’t have this know-how then go to the outside word and get help.

Second – filter those practices through your Service Delivery Vision.

The behaviors you choose should reflect the kind of Service you deliver ‘around here’.

Agents shouldn’t have to learn how to deliver a ‘different kind of service’ across different channels.

That’s not only confusing – it’s a mess.  Align to the Service Delivery Vision and then bring out those behavioral practices inherent in each channel that supports the Vision.

Third – choose and document meaningful Performance Standards for your Agents to learn and practice – for each channel they’re asked to handle.

And be sure that anyone involved in coaching understands these Performance Standards inside and out.

3.  Don’t ask Agents to practice on Customers

I regularly come across Centres that ask their Agents to practice on Customers.

For example:

  • Email Agents who have never been formally trained in email writing practices.
  • Live Chat Agents who are told to start handling Live Chats without a background or understanding of what separates an average chat from a great chat.
  • Voice Agents who may have received orientation training or product knowledge training – but that’s about it.

It’s hard to be an Agent who is asked to practice on Customers.

And don’t buy-in to the idea that Agents who have good ‘hearts’ know how to give good service.

That’s not just untrue, it’s unfair.

There’s a lot to human communication.

If you have any doubts about that just google ‘human communication’ and see what I mean.

No one goes to work to be mediocre.  So when our Agents struggle to deliver on Quality it can be demotivating.

Quality Assurance (QA) should be an enabler – not a barrier.  And yet so many QA folks spend most of their time marking people down for things.

Wouldn’t be great if each Agent could say –

I know the ‘why’ behind the Performance Standards my organization chose to measure quality and I appreciate that there are mechanisms in place to continuously equip me to do well in quality – across every channel I handle.

4.  Implement proper Interaction Coaching practices

Talking to someone about a ‘bottom box’ satisfaction rating from a Customer is not coaching.

Telling someone they failed a critical error is not coaching.

You should call it what it really is.  A poor performance conversation.

The goal of a poor performance conversation is to help the Employee understand what was poorly done and the consequences.

But a poor performance conversation is not the same as a transaction coaching conversation.

It’s not enough to just help Agents avoid ‘being bad’.  Learning & growth don’t live here.

Whoever came up with the term ‘fatal error’ should resign from the industry because that term – and the approach that goes along with it – promotes fear-based interactions between Agents and their leadership.

Interaction coaching is developmental in nature.  And it’s always about both sides of the interaction.

What went well and what can be improved.

Agents who only hear what they did wrong, understandably disengage, dislike ‘coaching sessions’.  They become mistake-avoiders.

Effective interaction coaching is at the heart of Contact Centre Agent performance in Quality.

For some lucky Agents it happens nearly every day – not now and then or crammed in at the end of the month like a quota system.

Wouldn’t it be great if each Agent could say –

My boss has high standards and believes in my potential. I receive regular and helpful feedback about my quality performance which helps me understand where I do well and where I can improve. 

At the right time = Productivity

Let’s look at some choices you can make to help your Agents improve their Productivity.

1.  Stop measuring the wrong things

More than anything else, the key to Agent productivity is to understand what Agent productivity is – and what it isn’t.

Let’s start with what it isn’t:

2.  It isn’t Average Handling Time (AHT)

The significant drivers of AHT don’t lie in the control of Agents.

They lie in processes, technologies and the rational & emotional complexity of the inquiries posed by Customers.

Leading Centers measure individual AHT to identify outliers for root cause analysis and correction.  But they don’t consider AHT to be a major productivity metric at the Agent level.

AHT is important for forecasting & staff planning.  It’s not a matter of ignoring it at all.  It’s simply a matter determining where it matters the most.

For Centers that still want some aspect of AHT in their Agent performance scorecard sure – I see that often. But what these Centers do is assign AHT a lower weightage in the overall basket of productivity KPIs.

Don’t buy in to the idea that there is some industry standard for developing the weightages assigned to various metrics.

The learning & power of your performance system is enhanced by the work you do to get it to align and ‘fit’ into your culture and context.

https://www.omnitouchinternational.com/why-are-you-still-talking-about-average-handling-time

3.  It isn’t Number of Calls Handled

The mathematical realities of Service Level based contacts like calls and live chats mean that Agents don’t control the number of interactions handled.

factoryOnly Response Time contacts, such as Correspondence & Email, can have appropriate volume-based targets.

If you still think that Agents should be measured on quantity for Service Level based contacts you need to urgently sign up for some solid Operations training.

This mistake in thinking # of calls is a valid productivity metric is among the most damaging in the industry.

Not to mention the damage created to Customer Satisfaction, Employee Engagement and the opportunity for Agents to develop a powerful communications voice & style of their own.

Which isn’t just a Contact Center skill – it’s a life skill.

4.  It isn’t Occupancy

Agents don’t control how ‘busy’ they are when they are signed in handling Service Level based contacts.

Management is the ultimate driver of Occupancy through activities that include setting Service Level objectives, Forecasting & Staffing and Managing Service Level in Real Time.

If you believe Agents somehow control their Occupancy rate, you need to urgently sign up for some solid Operations training.

We’re talking here about how to help your Agents improve their performance – and Occupancy isn’t in their control.

Mathematical realities such as the Pooling Principle further highlight how wrong it is to target Agents on personal Occupancy rates.

What you need to know about the Pooling Principle in Contact Centers

5.  Setting the wrong productivity KPIs will earn you Agent confusion and a host of unwanted outcomes

It’s not so great when your Agent says –

I work in a Centre that asks me to achieve both productivity & quality but then sets KPIs that compete with each other. 

I never know if they want me to be fast or if they want me to be good. They can’t really explain it to me either.

Something feels wrong here.

6.  Start measuring the right things

We turn back to our definition of the job of a Contact Centre Agent.

The job of a Contact Centre Agent is to do the right things at the right time.

At the right time is best expressed through ‘Adherence to Schedule’.

Simply put, when your Agent adheres to the schedule they’re given –  at an interval basis – your Centre Service Level improves and stabilises.

That’s a great thing.

Adherence to Schedule is at the heart of Contact Centre Agent performance for Productivity.  And it makes intuitive sense.

When you’re short by even a small number of Agents, your Service Level goes down and all sorts of important KPIs go awry.

When you’re overstaffed by any number of Agents, your Service Level barely improves.

That means you’re wasting organisational resources.

Putting the right people, in the right place at the right time is not just a mantra.  It’s a way to manage your Frontline resources efficiently.

At a management level, you need to marry effective interval-based forecasting, staffing & scheduling with great Adherence to Schedule behaviour across all individual Agents.

You can’t wing this part.

And don’t think that Agent performance cannot make up for weak forecasting practices.

You need both.

When it comes to Agents, choose the right measures for productivity – with a heavy emphasis on Adherence to Schedule – and combine them in an appropriate basket of KPIs to measure their performance.

The weight of each item in that basket depends on the degree of control the Agent has over that item.

Wouldn’t it be great if your Agent could say –

I work in a Centre that has defined Productivity very clearly for me. 

And they’ve explained the rationale behind it. 

I understand how my individual contribution has a big impact on our Centre’s overall performance and why I need to be in the right place at the right time. 

Best of all – the Productivity standards set do not compete with Quality.  I’m in a position to deliver both.

Summing up Productivity & Quality (P & Q)

One of the powerful aspects of this Productivity (P) and Quality (Q) approach is that P & Q don’t contradict each other.

You can ask for both and you can help your Agent achieve both. They should never be in contradiction.

see saw balanceAnd there’s no such thing as ‘balance’ here.

Seeking a balance that doesn’t exist is the wrong question – and trying to achieve it is a dangerous myth that costs many Centres either their Quality or their Productivity – sometimes both.

There’s one more dimension I’d like to look at before closing this article.

That’s the power of attitude.

Nobody has an attitude problem

It’s quite normal to hear a Manager say, “I think my Contact Centre Agent has an attitude problem.”

But is this a fair assessment?  I don’t think so.

There’s really no such thing as an ‘attitude problem’ because there are so many different attitudes at play to succeed in a job role.

In my former VP Operations days, if a Manager came into my office and said their Agent had an attitude problem, I’d ask them to tell me specifically which attitude was the problem.

If they couldn’t, I’d recommend that they figure it out and then come back and see me.

Was I being overly strict?  I don’t think so.

Every job, from the top on down, requires a certain set of specific attitudes to succeed.

And it’s our job to know the attitude requirements for any job role we manage – in this case the Contact Centre Agent.

Some common attitudes I come across for Contact Centre Agents include –

  • Adaptability
  • Ownership
  • Positive Attitude

But I’d recommend you work through the selection and definition of the attitudes that make the most sense for your Centre and for your Agents.

Then be ready to explain what those attitudes really ‘look like’ at work.

What it helps to know about Attitude(s)

Nobody is a superstar at every attitude.

Some attitudes were inculcated in us through how we were raised, some we learned from trusted teachers and mentors.

Attitudes evolve and develop over time , especially with the right guidance.

For me, I’ve found the following two thoughts about attitude to be helpful-

  1. An attitude is a settled way of thinking or feeling about something
  2. Attitudes are choices – people can choose and/or change their attitudes over time

When helping someone develop a specific attitude, my goal is that they end up making a conscious and personal choice to adopt the attitude for their success.

So that means that in addition to talking about Quality and Productivity, I need to also talk about Attitudes with my Agents as well.

Frequently!

When you’re able to help your Agent improve their quality, productivity & attitudes, their P, Q & A, life is good – for everyone.

Thank you for reading!

I appreciate the time you took to read this today!

If you’d like to keep up with our articles and other information just leave your email address in the contact form on our website or just send it to me by email and we will add you to our mailing list!

Daniel Ord

[email protected]

www.omnitouchinternational.com

 

10 CCXP Exam Practice Questions

by OmniTouch International OmniTouch International No Comments

In this article we share 10 CCXP Exam practice questions for you to try drawn from across multiple competency areas.

CCXP stands for Certified Customer Experience Professional.  We’re proud to be a CXPA Recognized Training Provider and help people earn their CCXP credential as well as grow in Customer Experience.

The Certified Customer Experience Professional (CCXP) Exam

The CXPA has identified six (6) Customer Experience competency areas and each area is represented in the official CCXP Exam.CCXP Official Logo

The official CCXP Exam consists (currently) of 100 questions.

The (6) Customer Experience competency areas are:

  1. Customer-Centric Culture
  2. Voice of the Customer, Customer Insight, and Understanding
  3. Organizational Adoption and Accountability
  4. Customer Experience Strategy
  5. Experience Design, Improvement, and Innovation
  6. Metrics, Measurement, and ROI

Each competency area is represented on the official CCXP Exam.

 

10 CCXP Exam Practice Questions

To help individuals gauge their readiness for the CCXP Exam, we developed a test bank of (currently) 250 practice questions, many of which we share online in various posts.

And all our CCXP practice questions are in multiple choice format, exactly like the official CCXP Exam.

Read through each of the 10 practices question below and choose the answer that you think is correct – that’s either a, b, c or d.  The questions in this practice Quiz are drawn from different competency areas.

Remember that the official exam is no books, no notes. So answer as best you can from your current knowledge & experience.

Don’t look up any answers!

 

Here goes – and good luck!

1. Which of the following is the LEAST important to the Customer’s perception of their interaction with your organization?

a. Having their needs met

b. Getting the job done

c. Feeling good about what happened

d. The amount of discount they received

 

2. It is advised not to boil the ocean when you begin mapping the Customer ecosystem for your various Customer personas.  Which answer below BEST fits the meaning of this phrase?

a. You will need to complete a detailed journey map for all Customer types before you see any progress

b. You are better off prioritizing which Customer types to study, but you will need to complete detailed journey maps for these selected types before you see any progress

c. You are better off prioritizing which detailed journey maps to complete, but you will need to do it for all Customer types before you see any progress

d. Start by prioritizing which Customer types you want to study and then prioritize which detailed journey maps you need to create for the selected Customer type(s)

 

3. If you want your Service Staff to go the extra mile correctly, you should:

a. Give them as much leeway as possible to do what they think is right

b. Ask them to use the Customer experience strategy as a guide

c. Ask them to talk to other Service Staff to see what they do

d. Advise them not to go the extra mile because it tends to be costly

 

4. Which of the following is the BEST definition of Ethnographic Research?

a. Research that correlates satisfaction with loyalty

b. Research that seeks to identify the drivers of Customer satisfaction

c. Research that studies the Customer in their own environment

d. Research that seeks to predict future Customer behavior

 

5. Which of the following statements is FALSE?

a. Behavioral interview questions are useful for assessing culture fit

b. Even companies with clear values need strict rules to guide Employee behavior

c. CX Training for Employees can cover CX as well as skills Employees need to deliver CX

d. Formal rewards programs include pay rises, bonuses and promotions

 

6. Select the answer where the design steps are in the correct order:

a. Analyze, Research, Ideate, Prototype, Test

b. Test, Prototype, Ideate, Research, Analyze

c. Research, Analyze, Ideate, Prototype, Test

d. None of the options are correct

 

 7. The risk in creating a prototype report or PowerPoint presentation is that:

a. It may have to be translated into multiple languages

b. Usually reports and PowerPoint presentations are not detailed enough

c. They don’t make the proposed improvement or innovation compelling for a broad audience

d. Rituals and storytelling are better methods for communicating proposed innovations

 

8. The BEST example of a descriptive metric is:

a. Customer Effort Score (CES)

b. Net Promoter Score (NPS)

c. Average Handling Time (in a Call Centre)

d. Loyalty

 

9. The biggest challenge with most Voice of Customer (VOC) Programs is: 

a. Failure to action the results

b. Conflicting views on survey design

c. Lack of an online survey system

d. Getting Customers to take the survey

 

10. Complete this phrase, “Correlation does not equal _____________.”

a. Causation

b. Regression analysis

c. The outcome of a Scatter Diagram

d. None of the answers is correct

You’re done!

 

Would you like to know how you did?

If you’d like to know if your answers are correct we’d be happy to help.

Once you’ve answered all (10) questions just drop an email to Daniel Ord at [email protected]

Let me know ‘which’ Quiz you’ve taken – this one is CX General.

Let us know the question # and the answer that you chose (either a,b,c or d).  You can use the following format in your email to us:

  1. a
  2. d
  3. c
  4. c (and so on for all 10 CCXP Practice questions)

We always do our best to answer quickly 🙂

Thank you for reading and trying out the CCXP Practice questions!

How to learn more about Customer Experience and prepare for certification

Daniel

Daniel Ord / [email protected]

Daniel Ord

 

 

Why the miscellaneous part of your Job Description matters

by OmniTouch International OmniTouch International No Comments

When it comes to the miscellaneous category in a job description, there are two kinds of Employees.

Employee type #1:

Why is there a miscellaneous category in my job description?

That makes me uncomfortable.

I’d like to know exactly what this job entails and how I will be measured.

Employee type #2:

Thanks for the miscellaneous category.

That means I can make this job my own.  And I have a chance to shape my contribution.

Whether that’s through the job I took or by ‘running to trouble’ to solve organizational problems that come up.

Employer intention matters

It’s easy to guess that Employee type #2 would be preferred over Employee type #1 for hiring.

Set your intentionBut Employer intention matters.

If the miscellaneous category is added because the job description writer is unclear on what the job entails, that’s an Employer problem.

Find out what the job entails and correct the job description.

If the category is added because the Employer expects the Employee to do anything that is asked of them that’s not only unclear, it’s negative.

Positive Employer intention

What if when you walked someone through the job description, you said –

Here you’ll see a miscellaneous category on the job description.  Let me explain that a bit.

The world is changing very fast, and we value folks who adapt to grow and flourish.  We’re all in this boat together. Noah's Ark

Even more, we think that you should have a voice in what your job becomes.  

We’ve given you the Job Purpose, we’ve listed out the key Roles & Responsibilities. 

We’ve also shared who you report to, both directly and indirectly.

But we find that our most successful Team Members bring their own perspectives and talents to the job.   

So in closing, we think the miscellaneous category is one of the most important ones on the job description and hope that you find that to be true too.

In closing

When your job description is written with good intention and clarity, the use of Miscellaneous might be one of the best ways to allow your Employee to grow and contribute.

Thanks for reading!

Daniel

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