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6 Dos and Don’ts of Professional Phone Greetings

When customers reach out to your call center, your phone greetings are the first sounds they hear. Phone greetings are the official electronic ushers of your brand and should therefore be both welcoming and professional. Your greetings set the tone for your customer’s interaction with your company.

In many instances, telephone customer service interactions are the only direct points of contact customers have with businesses. If this is the case for your company, you should think very seriously about what message your professional phone greetings send to customers.

There are many different types of phone greetings. They include the welcome greeting, the waiting queue greeting and the voicemail greeting. Each has a role to play in the customer experience.

In an ideal world, greetings are pleasant and facilitate an effortless customer experience. The last thing callers want when they reach out for service is to be confused by IVR prompts. Unpleasant or difficult to navigate greetings also prime customers to be rude to customer service representatives, which in turn creates a negative work environment.

For these reasons, smart businesses pay careful attention to how their greetings are structured. Here are a few of the dos and don’ts followed by the most successful companies:

DON’T go off brand

Your phone greetings should reflect your company’s personality. As with any other business material, the best practice is to maintain a consistent voice. Make sure that the greetings in place follow the same brand guidelines as your marketing and sales materials.

Ex: If you work for a fun startup that sells dog toys, your IVR should greet callers with excitement and maybe a joke. No one wants you to be stuffy or follow the same old script.

DO give callers options

The purpose of an IVR is to help callers sort themselves so that they can receive the best possible service. A well-organized call center has agents divided into ring groups and a multi-tiered IVR to direct callers. Professional phone greetings should give callers clear choices for how to get to where they’re going.

Another aspect of giving callers options is allowing them to opt out of speaking to an agent. Self-service is an up-and-coming trend in contact centers. Record greetings with standard business information, like hours and location, or direct callers to your website.

DON’T ring false

Phone greetings are an essential part of your company image, but they are not human. This means that they should express the correct information without attempting to humanize what is patently an electronic process. They should not affect any kind of empathetic viewpoint.

The classic example of this is phone greetings that say, “We’re sorry, but all of our agents are currently unavailable. Your call is important to us. Please stay on the line.”

This message is inherently frustrating. Callers do not feel valued if they are waiting in line and being apologized to by a pre-programmed greeting. Find a way around aggravating your callers with false offers of sympathy.

DO configure all available phone greetings

Make the most of your call center software by configuring every greeting available. Greetings help move callers through your system. Avoid jarring callers with missing steps or overly generic messages.

Advanced call center software solutions offer a variety of non-standard greetings. Companies should have the option to record phone greetings or type them out and have them read by the software. They should also have greetings to accompany features such as unsuccessful queue callback message and intelligent reconnect.

DON’T provide too much information

The key to professional phone greetings is being clear. As my fourth grade English teacher would say, KISS. Keep it simple, silly. The easier it is to move through your greetings, the better callers will feel once they reach an agent.

DO regularly check and update your IVR greetings

A well-oiled machine requires regular oil changes. Take the time to mystery shop your IVR at a regular cadence to be sure that existing settings still meet the needs of your callers. By checking the health of your phone greetings, you are ensuring that your company puts its best foot forward every time customers reach out.

Effective and pleasant phone greetings are one of the pillars of a successful call center. Be sure to put conscious effort into optimizing yours.

Source: https://www.talkdesk.com/blog/6-dos-donts-professional-phone-greetings

Publish Date: June 29, 2016

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Customer Experience Weekly #7: Employee Experience

It’s Tuesday. You know what that means! Welcome back to the CXW, the once a week roundup of customer experience insights from around the web. Each week, we dive deep into a particular area of CX.

This week’s topic is the employee experience. How does the work environment and team morale impact the way customers perceive companies? What can be done to promote a customer-centric culture in the workplace?

Here’s what we found:

The Business Case for a Great Employee Experience

Annette Franz Gleneicki || Customer Think
This CXpert brought together the latest, greatest research on the impact of creating an excellent employee experience in this informative article. She demonstrates that there is a direct link between employee engagement and business outcomes. Even companies who don’t want to improve the employee experience just for the happiness of their employees, should still do it to improve the overall health of their business.

Good #customerservice depends on tone set by company executives. https://t.co/vXeF55RlC0

— Diane Weklar (@dianeweklar) June 24, 2016

How Social Can Transform Your Employee Engagement Strategy

Darryl Villacorta || CMSwire
Social media has become a fact of life, both inside and outside the office. This article suggests that instead of trying to fight the employee urge to engage online, companies should leverage employees to promote brand awareness on the web. Employees can serve as effective evangelists for attracting customers with values in line with your business.

Happy Employees Make Happy Customers? Think Again

Chi-Pong Wong || VentureBeat
There has to be at least one opposing viewpoint in our roundup! Chi-Pong Wong of Hewlett-Packard argues that conventional wisdom is wrong and data points to employee experience negatively impacting customer experiences in many cases. Read the article and see if you agree with his assessment.

Why Customer Loyalty Depends on the Employee Experience

Veronica French || Talkdesk
Back in September 2015, Talkdesk hosted a webinar with customer service consultant Robert Spector on the employee experience. The essence of it was this: Happy, loyal employees inspire happy, loyal customers. Check out this post exploring the topic and then listen to the recording of the webinar.

That’s it for this week’s Customer Experience Weekly. Check back with us next Tuesday for more CX insights.

Do you want to add your voice to the CXW? Click here!

 

Source: https://www.talkdesk.com/blog/customer-experience-weekly-7

Publish Date: June 28, 2016

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4 Challenges of Call Center Coaching

Many call centers implement rigorous training programs as part of the onboarding process for newly hired agents. These programs often involve learning about the company, the product, customer service processes, proper phone etiquette and more. Once agents are able to start picking up calls, supervisors often engage in live coaching sessions where they actively advise agents during phone calls.

Despite the existence of advanced call center software features that can help make live coaching sessions more seamless, supervisors and agents can still run into a number of issues. Some of these challenges include:

1. Supervisors lack visibility into the activities of agent trainees

Supervisors typically have a holistic view of what their agents are doing at any given point (live calls, agent status, etc). However, this information is only useful for live agent coaching sessions if supervisors are constantly checking their live reporting for calls being handled by trainees. Otherwise, it’s very likely that they will have no knowledge of such calls occurring and subsequently miss critical coaching opportunities.

2. Agents can’t focus on both the customer and supervisor during call whispering

Call whispering is a call center feature that allows supervisors to monitor live calls and coach agents directly while calls are in progress. Agents are able to hear supervisors speak, but callers cannot. Although call whispering is one the primary call center features used with live agent coaching, the feature can be distracting for agents who are unaccustomed to it. This is primarily due to the fact that it’s often difficult to listen to the customer and supervisor at the same time. For agents who are unable to divide their attention, customer service quality may decline during live coaching sessions.

3. Agents can’t notify supervisors when they need help during a call

While it’s easy for call center supervisors to initiate a live coaching session, it’s not as simple for agents to do so while they are handling a call. The process usually involves notifying a supervisor via an app outside of the call center software and typing out a request. Other times, agents might need to escalate the call. Neither of these situations are ideal and both can prevent a fast resolution of the customer’s issue.

4. Agents can’t ask supervisors to provide more information during live coaching sessions

When call whispering is used as the primary vehicle for live coaching, it’s impossible for agents to directly address supervisors in the phone call. This results in a one-sided conversation where the supervisor can speak directly to the agent, but the agent cannot easily ask the supervisor for clarification or further help. Without the ability to close the feedback loop, live coaching sessions can do more harm than good.

All of the above issues can be easily remedied by advanced call center software. A call center solution designed for superior agent coaching experiences will allow supervisors to get notified of trainee activity and provide a two-way communication method during live calls – all while allowing the agent to stay focused on the caller.

In our upcoming webinar on July 7, we’re partnering with Slack to examine how the popular communication app can be used by support teams to improve the call center experience for supervisors, agents and customers. You’ll learn:

• How Talkdesk for Slack addresses the four challenges mentioned above
• Ways to optimize Slack for use in the call center
• Tips for using Slack to capture support knowledge
• And more!

To ensure a high level of audience participation, we have a limited number of seats available. Register now to save your spot at this exclusive webinar!

Can’t make it to the webinar? Register anyways, and we’ll send you the recording after.

Publish Date: June 27, 2016

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4 Ways Not to Overestimate The Value of Your Customer Service

Creating a unified, personalized, brilliant customer experience is difficult. Companies must aim to meet and exceed expectations in every interaction with their customers. Most businesses are well aware of this duty and attempt to tailor their customer experience to the needs of their base.

The first step to delivering excellent customer service is consciously making an effort to provide excellent customer service. Companies that invest in exploring customer experience insights, testing the latest strategies and leveraging data to determine efficacy are ahead of the game. But it’s not enough to just implement a new CX.

The second step to striving for customer experience excellence is admitting you have a problem. This is a difficult task, and not every strategy you try is going to work. Successful companies reevaluate their CX regularly and admit it to themselves when they’ve made a mistake.

According to Lee Resources,

80% of companies claim to deliver “superior” customer service.
Only 8% of people think these same companies deliver “superior” customer service.

There are two problems identified in this statistic. The first is that many companies’ customer service isn’t cutting it. Only 8% of companies are doing right by their customers? Ouch. You can bet those 8% are outpacing their competitors.

The second, more insidious problem is that the companies seem oblivious. Very oblivious. Companies are overestimating the value of their service by 10x. For scale, realize that a Tyrannosaurs Rex is 10x the size of a giraffe. A beagle is 10x the size of a guinea pig. A monster truck is 10x the size of a motorcycle.

Think hard about your own company. Are you one of the 72% of businesses that thinks they’re a full grown male African lion and they’re actually just a poodle? Most importantly, when you answer the question, are you giving a gut response or are you referencing data?

The only way not to pull the wool over your eyes is to be consistently measuring customer service data. These four data measurements can help you estimate the value of your customer support efforts and respond appropriately. :

1. Net Promoter Score Ⓡ

Net Promoter Score  is a commonly used tool for assessing customer loyalty. It is calculated based off of two questions: (1) On a scale of 1-10, how likely is it that you would recommend our company/ product/ service to a friend or colleague? (2) Why?

2. CSAT Score

CSAT is an abbreviation for “customer satisfaction.” To calculate CSAT scores, companies often use a short survey immediately after a transaction that directly asks how satisfied customers were with the experience.

3. Call Center KPIs

The heart of many companies’ customer service is their call center. Advanced call center software solutions provide comprehensive real-time metrics to assist admins and supervisors in making immediate and long term changes to their provision of service. Call center KPIs such as average service level and average handle time are clear, digestible indicators of performance.

4. Customer Sentiment Score

We just released our first predictive analytics measurement, Customer Sentiment Score, which uses call data and input from agents and customers to help companies understand customer sentiment as well as predict potential customer unhappiness and proactively address it.

Don’t make a molehill out of a mountain. Leverage effective data collection tools to ensure that your company’s body image is realistic.

Source: https://www.talkdesk.com/blog/4-ways-overestimate-customer-service

Publish Date: June 22, 2016

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New Integration: Talkdesk for Intercom

We are officially releasing our newest integration, Talkdesk for Intercom, today. Intercom joins the long list of 25+ Talkdesk integrations.

For those who don’t know, Intercom is a communication platform that allows businesses to better engage with their customers. In addition to offering a live chat solution, Intercom also provides marketing email automation, in-app communication tools and more.

We’re proud to say that we’ve been fans and users of Intercom for over a year now. Several teams at Talkdesk, from Marketing to Sales to Support, interact with the platform on a daily basis. That’s why we’re so excited to launch Talkdesk for Intercom! This integration will add more dimension and depth to Intercom customer records by incorporating rich call data.

Here’s everything you need to know about Talkdesk for Intercom.

What is Talkdesk for Intercom?

Talkdesk for Intercom is a call center integration designed to expand communication options beyond email and chat for Intercom users. Once the integration is configured, Talkdesk automatically syncs all Intercom contacts, messages and notes. This two-way data synchronization ensures your customer records are current at all times and eliminates the hassle of having to input data in two separate locations.

Talkdesk for Intercom makes it easy for agents to provide the kind of personalized phone experiences that drive customer satisfaction and loyalty. As soon as a call is received in Talkdesk, agents will be able to click on the caller’s name to pull up his/her comprehensive contact record, complete with Intercom data.

Agents will also be able to work from one centralized location while taking customer calls with Talkdesk for Intercom. It’s easy to create contacts, notes and new conversations directly from Talkdesk. Agents can also benefit from dozens of time-saving automations. These automations are triggered by a variety of call center events and complete many of the repetitive tasks agents perform for every call. With Talkdesk for Intercom, there is no need for agents to switch between multiple applications during a call.

What’s the difference between the new Talkdesk for Intercom and the previous Talkdesk Intercom Integration?

Our previous Intercom integration was only available to select customers in a closed beta and imposed a limit on the number of Intercom contacts an account could sync with Talkdesk. With Talkdesk for Intercom, we’ve expanded upon the functionality of the original integration by removing the contact sync limit. The new integration is now available for all Talkdesk customers.

Why should I integrate Talkdesk and Intercom?

At Talkdesk, we believe that integrating your call center software with your business tools is key to providing a great experience for both agents and customers. That’s why we offer 25+ integrations!

As avid users of Intercom ourselves, we’ve found Talkdesk for Intercom to be particularly helpful for doing these three things:

1. Reducing average handle time

One of Talkdesk for Intercom’s most beneficial features is its automations. Triggered by Talkdesk events you define, these automations eliminate the time-consuming events that agents must complete for every call. For example, you can create an automation that automatically logs all incoming calls in Intercom. This would ensure that agents can get through after call work as quickly as possible since they they won’t need to spend time entering call data.

2. Keeping teams current

Numerous teams at Talkdesk use Intercom to communicate with and learn more about users. With Talkdesk for Intercom, detailed call data is automatically added to Intercom records. This makes it easy for teams to view complete contact history and also helps inform the team’s engagement strategy with particular customers.

3. Streamlining agent workflow

Talkdesk for Intercom provides a streamlined communication workflow for agents who need to engage with customers through multiple channels. With Talkdesk’s click-to-call feature, it’s easy to escalate a chat session in Intercom to a phone call in Talkdesk. After the call is over, agents can follow up if necessary by starting a new Intercom conversation directly inside Talkdesk. There’s no need to move between applications multiple times throughout the call.

How can I get Talkdesk for Intercom?

Talkdesk for Intercom is available now to all Talkdesk users from the “Integrations” admin tab inside Talkdesk. It only takes a few minutes to configure, so why not take it for a spin?

For more information about this integration, check out our Knowledge Base.

Publish Date: June 22, 2016

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Customer Experience Weekly #6

Top of the Tuesday to you, readers! Welcome back to your weekly roundup. Talkdesk’s Customer Experience Weekly (CXW) brings together the best information and insights from around the web on subjects related to CX.

Each week, we dive deep into a particular aspect of customer experience. This week, we thought we’d round up a few roundups. It’s a Russian doll-style Customer Experience Weekly, and we’re loving the lists inside lists inside lists.

Here’s what we found:

40 Eye-Opening Customer Service Quotes

Forbes
There’s no reason to reinvent the wheel when it comes to crafting an excellent customer experience. Take some advice from the greatest thinkers in the CX space. Here’s our favorite quote:

In the world of Internet Customer Service, it’s important to remember your competitor is only one mouse click away. – Doug Warner

22 SHOCKING Statistics on Customer Experience and Customer Service

Customer Guru
All data is powerful, but this list of stats packs a wallop. Here are our two favorite statistics:

• According to consumers, customer service agents failed to answer their questions 50% of the time. (Harris Interactive)
• 95% of customers share bad experiences with others. While only 87% of customers share good experiences with others. (Zendesk)

Good list: 16 Top Customer Experience Takeaways from CRM Evolution | #cx #customerservice – https://t.co/NQ8xM5ZmLD

— Mike Hammons (@mikehammons) June 19, 2016

Customer Service Training Exercises To Turn Your Team Into Support All-Stars

Len Markin || GrooveHQ
It’s one thing to talk the customer experience talk; it’s quite another to walk the CX walk. Instilling a customer-centric culture requires training your team. This list goes through a few easy exercises for ensuring CX success.

The 26 Best Customer Service Books

Mat Patterson || Help Scout
The CXW is totally awesome, but it’s only designed to get you thinking. When you want to really immerse yourself in customer experience wisdom, you have to hit the books. Take time every day to crack a book and educate yourself on prevailing schools of thought in your free time. Start with this reading list.

How else to end our CXW on lists than with a list?

1. We hope some of the information in our roundup piqued your interest!
2. CX can make a tremendous difference in the life of your business.
3. Meet us back here next week for more insights!

 

Source: https://www.talkdesk.com/blog/customer-experience-weekly-6

Publish Date: June 21, 2016

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15 Tips to Help You Train Your Call Center Agents

Your call center agents play an important role in your organization;they serve as the voice of your business to your customers. Call center agents are charged with the task of keeping customers loyal during times of frustration, which is not an easy feat.

For this reason, it’s important to make sure that your call center agents are fully prepared to take on the daily challenge of solving customer problems. We’ve put together 15 tips for training your call center agents so that they can hit the ground running:

1. Explain the importance of schedule adherence

Most new hires have little idea how schedule adherence impacts the call center. Make sure your agents are in the know by having someone from Workforce Management explain the impact that schedule adherence has on key performance indicators like service level.

2. Bring top-performing agents to training

Encourage your top agents to come to trainings and give practical tips on how to be a top performer. This will set the bar high for new hires and enhance their insight into how to effectively execute their job.

3. Teach agents call center etiquette excellence

Call center agents’ overarching goal (apart from providing amazing service, of course) might be to increase sales, improve first call resolution or handle the customer’s issue as quickly as possible. Whatever the goal, agents should know it and know how to achieve it.

Get the full list of 15 tips for training call center agents in our slideshow, 15 Tips for Training Call Center Agents.

Source: https://www.talkdesk.com/blog/15-tips-train-call-center-agents

Publish Date: June 16, 2016

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12 Tips for Resolving Conflict and Providing Excellent Customer Service

Conflict is unavoidable when running a business. It’s during instances of customer conflict that a company’s true colors come out. Businesses can become shining examples of excellent customer service or cautionary tales of customer churn.

We’ve compiled 12 conflict resolution tips for excellent customer service to help you resolve conflicts in their early stages before they impact your long-term relationship with your customers. Here are a few:

1. Allow your customers to talk and vent

Sometimes, your customers merely want an opportunity to express their frustration. Occasionally, they may say something that seems hurtful to the customer service representative. The best agents let customers vent and remain active listeners, offering genuine empathy and understanding to soothe the customer’s anguish, without reacting defensively.

2. Show that you care

When a customer approaches your customer support team with a problem, they’ve probably already been through a whirlwind of emotions. Pacify your customer by being empathetic. Use a calm and soothing tone, and be sure to use vocabulary that reflects your empathy like, “I understand this must be very frustrating,” or “I can imagine how that must feel.”

3. Be neutral

Don’t offer your opinion, agree or disagree with customers. Instead, offer empathetic support and work to solve their problems effectively. In the end, what your customer really wants is a solution to their problem, not a shoulder to cry on.

Get the full list of tips for resolving customer conflict in our slideshow, 12 Conflict Resolution Tips for Excellent Customer Service.

Source: https://www.talkdesk.com/blog/12-tips-resolve-conflict-customer-service

Publish Date: June 15, 2016

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Customer Experience Weekly #5: Self-Service

Good to see you, customer experience innovator. We’re glad to have you back at our weekly roundup. For you newbies, Talkdesk’s Customer Experience Weekly series explores all things customer experience. For each post, we choose a topic related to CX to explore.

This week, we’re looking into self-service.

Self-service is exactly what it sounds like: It’s when customers help themselves, rather than engaging with a company representative. This can be used for traditional customer service situations, like resolving an issue, or as part of the overarching customer experience, such as using a self-checkout kiosk.

Self-service has become an important trend in the world of customer experience, as many companies begin to adopt policies and procedures designed to empower customers to help themselves.

Here are a few insights we found from around the web on self-service:

Self-Service Revolution Ignites the Customer Experience

Shep Hyken || Forbes
This post is a great primer on the concept of self-service. Customer experience guru Shep Hyken discusses the reasons that companies are moving away from simply offering phone support and are opting to begin giving customers ways to help themselves. He reviews the evolution of the FAQ and the power of leveraging YouTube to create tutorials.

6 Tips for Creating an AMAZING Self-Service Experience

Desk.com
The blog for one of the world’s most powerful service solutions provides a few insights into self-service excellence. Most of these tips revolve around regularly updating your knowledge base. They also recommend staying on top of future questions customers may have, rather than just being reactive.

Man Versus Machine – The Self-Service Customer Service Revolution https://t.co/F0jZUJ9Ugp #customerservice

— Marketing Trends (@MarketingTrend4) May 29, 2016

The Problem with Self-Service

Colin Shaw || Beyond Philosophy
What’s the problem with self-service? It’s becoming increasingly important and, if done unsuccessfully, it can create trust issues. The key to overcoming this problem is consistency. A strong omnichannel customer experience provides the same, reliable message on every channel.

The Next Big Thing in Customer Experience: Self-Service Portals

Nicole Klemp || Appirio
Modern customers have high expectations when it comes to customer service. They want to interact with companies on their own terms, in real-time. In addition to investing in advanced contact center solutions, this shift has prompted companies to invest in self-service. But this involves more than just creating a FAQ page. Companies must leverage available technology to create the best possible self-service CX.

There are many more articles and insights out there on self-service. If this is a concept you think would be valuable to your business, get out there!

We’ll see you back here next week for Customer Experience Weekly 6.

Source: https://www.talkdesk.com/blog/customer-experience-weekly-5

Publish Date: June 14, 2016

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Why You Should Be Providing Omnichannel Customer Service

Customer service has become personal. It’s no longer enough just to answer a customer’s questions. Today’s customers want to be addressed as individuals. They want to receive a response from your company that is tailored to them.

Personalization has become mandatory. If your company doesn’t provide it, a competitor will. Much of the “disruption” of the digital age is just simple rethinking of what it means to be a customer.

At Talkdesk, we are invested in enabling our users to provide personalized service to their customers. This is why our advanced call center software is jam-packed with customer-centric features and functionalities. But it’s also why we decided that we needed to shift away from call center software and move to contact center software.

You can read a lot more about the specific aspects of our new offering, Talkdesk Omnichannel, in other posts. In this one, we’ll be covering the philosophy behind the technology.

Customer service should live at the intersection of content and context.

Personalizing customer service means understanding the basics of a problem from the moment it begins. The two most important aspects of any customer issue are content and context. That is, the issue itself, and the environment in which it is occurring.

Here’s an example:

Tracy is a longtime customer of A-Bank. She tries to deposit a check on her phone, but the funds do not appear in her account.

Content: Tracy’s check is not depositing appropriately.
Context: Tracy trusts A-Bank and has a relationship with them. She needs the money from that check as soon as possible and is concerned that there may be an issue with her account.

Given the content and context of Tracy’s problem, it follows that A-Bank needs to provide her with a real-time solution. She, reasonably, expects that when she reaches out, A-Bank will be able to quickly access her records and will treat her as suits a very loyal customer.

If, however, Tracy’s only option is to reach out to A-Bank is through a non-real-time, non-personal channel such as email, she is going to be extremely unhappy. She may, rightly, feel that the response is tone deaf and does not appropriately acknowledge her pre-existing relationship with A-Bank. She may become a loud brand detractor until such time as her problem is solved, and then she may churn.

Another way to think about what we call the Content/ Context Axis is to frame the issue by urgency and emotion. These two factors take both content and context into account.

Here is Tracy’s situation seen through the lens of urgency and emotion:

Urgency: Tracy needs immediate help because if there is a problem with her account, it could have a significant impact on her finances.
Emotion: Tracy has two emotions here. First, she likely feels frantic due to the urgency of the situation. Second, she probably feels entitled to a high level of service given her longstanding relationship with A-Bank.

When customer issues are seen on the Content/ Context Axis or through the lens of urgency/ emotion, companies are able to more appropriately tackle them. The first way this plays out is in how the customer service interaction itself goes.

In Tracy’s case, the support agent that handles her problem should have comprehensive background information on her and treat her with compassion and respect. That’s support training 101.

We suggest that companies take a step back from the agent-customer interaction itself to see the broader picture.

Different customer issues require different support channels.

Part and parcel of providing excellent support along the Content/ Context Axis is allowing customers to contact you in whatever way they see fit.

For Tracy, the best channel would likely be voice. She needs a real-time interaction with a human being. Video or in-person might also be good options, depending on what kind of experience she is looking for.

The point here is that you need to give customers the option to choose their experience. This is empowering for them and efficient for you. The more you can suit your support to individual needs, the better your team can be run.

Tracy’s needs were urgent and emotion, but Brittany’s may not be.

Here’s what Brittany is going through:

Brittany is a new A-Bank customer. Her issue is that her credit card, for which she chose a custom image, has an image of three puppies when she had picked an image of four puppies.

Content: Her card has the wrong image.
Context: The card works properly, so she is able to use it to make purchases. She has limited experience with A-Bank.

Urgency: Not urgent. The card still works.
Emotion: Low emotion. She is a new customer, so it’s likely that this issue was her own mistake, not A-Bank’s.

Brittany’s problem likely does not require direct contact with a human being. A simple FAQ on ordering credit cards would probably address her issue adequately. She can handle this problem herself and does not need to tie up agents or other support resources.

Sophisticated customer support at A-Bank would provide the answer for both Brittany and Tracy. The most optimal solution would be an omnichannel contact center that allows customers a variety of options for interacting with the company. A-Bank has more customers than Tracy and Brittany, and Tracy and Brittany may have different types of issues in the future, so it does not make sense for A-Bank to operate a single channel.

This is the logic that drove us to develop Talkdesk Omnichannel. It’s no longer enough to only provide a specific type of support. We wanted to empower our users to provide a better customer experience.

That’s what drives us. What drives you?

Source: https://www.talkdesk.com/blog/omnichannel-content-context

Publish Date: June 13, 2016

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Why We Invested in an Omnichannel Solution

It’s been a few weeks since we announced Talkdesk Omnichannel. We’re so happy to have expanded our product offering from call center software to contact center software, incorporating SMS and video channels. Of course, we’ll always be partial to voice, but we felt it was time to expand our users’ options for customer communication.

So why’d we do it?

Our Product Team certainly had other things to work on. From our predictive analytics, Customer Sentiment Score, to our latest integration, Talkdesk for Slack, the Product Team had their hands full.

Every new feature and functionality has it’s place, but all of us at Talkdesk decided that an omnichannel contact center solution was too important to not be at the top of the list.

The need for omnichannel sprung from a simple fact…

Every customer interaction is unique.

Four years ago, Talkdesk set out to disrupt the stagnant $22B call center industry. It was, and is, an industry dominated by lumbering legacy giants, tied down with old technology and on-premise solutions.

We were founded on the idea that customer service should be personalized and real time. We wanted to provide forward-thinking businesses with an easy-to-use cloud-based call center software solution that would allow them to better serve their customers.

We’ve reached and exceeded that goal. Our software is industry-leading and award-winning, and it’s only getting better. Our Product Team is producing upgrades and new features at an unrivaled pace.

But we decided that it was time to think outside of the call center.

The phone is the go-to customer service solution. The right software is easy-to-deploy, intuitive and powerful enough to form the basis of an excellent customer experience. There’s good reason to have faith in the phone.

Yet, the phone is not a silver bullet. Different customers have different needs. Different situations require different responses. The best service is personalized not only by comprehensive customer information, but by the very channel where it takes place.

An omnichannel contact center solution allows businesses to meet customers on their level, wherever that is. The shy customer can reach out via text, the irate customer via voice and the customer seeking sympathy via video.

How do we determine what’s the most appropriate channel? It’s all about the Content/ Context Axis. Wondering what that is? Check back to our blog for more on this foundational customer service concept.

Source: https://www.talkdesk.com/blog/why-we-invested-omnichannel-solution

Publish Date: June 10, 2016

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10 Things Only Call Center Agents Understand

Being a call center agent is a unique experience. From the call queues to the adamant repeat callers, it’s hard to sum up exactly what it’s like to man the phones. But… we thought we’d try anyway.

Here are ten things only call center agents will understand:

1.You’ve “Worked from Home” in Six Different States

Cloud-based call center software is a beautiful thing.

2. You Survived Holiday Season ‘14

Busy doesn’t even begin to describe the holidays at your call center.

3. You Know How to Say “Please Hold While I Connect You With Another Agent” in 5 Languages

Maybe it’s time to update that IVR, bruh.

4. Being Hung Up On Doesn’t Bother You Anymore

It could’ve been a dropped call, right? Right!?

5. You Have a Love/Hate Relationship With Customers Who Ask For You By Name

This could go either way….

6. You Obsessively Try to Beat Your “Average Time to Answer” Score

Call center gamification is real. And you’re winning.

7. Headset Hair is the Only Hairstyle You Know

At least you’re rockin’ a sweet headset.

8. You Wish “Being Berated by a Customer” Was an Agent Status Option

What? Me? I never deal with angry callers.

9. Your Hours Are the Same Count Dracula’s

London never sleeps. Well, they do, but it’s not at the same time as Toronto.

10. You Drop the Mic Headset Every Time You Receive a 5 on the CSAT

Level up. Start aiming for a perfect Customer Sentiment Score.

Taking calls all day isn’t easy. We salute you, call center agent. Customer service wouldn’t be the same without all of your hard work. Why not treat yourself to an advanced cloud-based call center solution? You’ve earned it.

Source: https://www.talkdesk.com/blog/10-things-only-call-center-agents-understand

Publish Date: June 9, 2016

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5 Tips for Having Better Conversations in the Call Center

What is a call center designed for if not talking on the phone? Whether you’re an inbound agent or an outbound rep, the bulk of your job is speaking to strangers on the phone. Sure, there’s after call work and other administrative tasks, but the most important thing you do all day is talk.

We all know how to talk. We do it every day, whether it’s chatting with friends, texting our parents, emailing our boss or scolding those hooligan teenagers across the street.

In every situation and on every channel, there are different ways we express ourselves. This includes different vocabulary, mannerisms and tone. We make these changes intuitively.

But now that your livelihood depends on your telephone talking skills, it’s time to move from what you intuitively think is right, to consciously making an effort to do things well.

Here are a few tips for having better telephone conversations:

1. Be prepared

Whether you are inbound or outbound, the last thing you want to do when you get someone on the line is start fumbling. As an outbound rep, it’s your prerogative to be informed about the prospect you’re reaching out to. After all, you called them! For inbound agents, the more information you have about the caller, the quicker you can resolve their issue.

2. Smile and sit up straight

Even though the person on the other end of the line can’t see you, adopting welcoming and professional body language sends a signal to your brain to speak in that way. For this reason, it also makes sense for you to dress professionally and keep a clean desk, even if you’re working from home. The more you put yourself in a serious, professional environment, the more it will be reflected in your conversations.

3. Enunciate

Face-to-face conversations involve speakers reading each other’s body language. Unfortunately, on the phone, all of those cues are lost. This means that it is absolutely essential for you to speak clearly to ensure that the other party understands what you are saying. Don’t put them in the embarrassing position of having to repeatedly ask for clarification. That will leave a bad taste in their mouth that will taint their view of your company.

4. Listen

Central to treating someone with respect is listening to what they have to say! If you are using a browser-based call center solution, there may be some temptation for you to click around. Likewise if you work in a busy environment, you may get distracted. Do everything you can to stay focused on the person on the other end of the line. That’s the telephone version of maintaining consistent eye contact.

5. When in doubt, ask

Speaking to someone from a call center may sometimes feel like it’s a handicap to communication. When you feel you’re not connecting, use the most powerful tool in your toolbox: your words. Instead of guessing how the call is going and whether the other person is getting what they need out of the conversation, ask them directly!

Telephone conversations can be difficult, but they get easier with time. The longer you work at a call center, the more you learn to adapt to different situations and types of callers. Employ the above tips to help make your conversations more efficient and pleasant.

Source: https://www.talkdesk.com/blog/5-tips-conversation-call-center

Publish Date: June 8, 2016

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Customer Experience Weekly 4

Welcome back to the roundup, readers! We’ve taken a few weeks off of the Customer Experience Weekly because we’ve been completely overwhelmed preparing for Opentalk 2016!

Opentalk is a celebration of all things customer experience. This year was our inaugural event and it was a doozy. Our amazing speakers covered a wide range of topics related to customer communication and experience.

So, for our first Customer Experience Weekly back after a little break, we thought we’d recap what was said at Opentalk 2016. Here’s what we have for you:

Top 6 Takeaways from Opentalk 2016

Maya S. Horowitz || Talkdesk
Six major themes surfaced themselves at Opentalk. They were having empathy for your customers, leveraging metrics and segmentation, promoting a customer-centric culture, being careful in the use of language, and adopting an omnichannel approach. These ideas are central to the future of the customer experience, so it’s crucial that modern businesses examine how they can relate to their CX strategies.

Customer expectations have changed dramatically as a result of on-demand @BryceMaddock #Opentalk2016

— Tony Lucas (@tonylucas) May 17, 2016

The Rise of the Customer-Centric Company

Maya S. Horowitz || Talkdesk
Narinder Singh sat down with Todd Enders of Salesforce and Bryce Maddock of TaskUs to discuss new developments in the field of customer experience. The world has changed; customer experience is now the key differentiating factor between businesses. The best companies are adapting to the new world of CX.

Your sales team rings a bell when they close a deal. What about when your CS team makes a customer happy? #Opentalk2016

— Jacqueline Burciaga (@jacquiburciaga) May 17, 2016

The 11 Most Memorable Quotes from Opentalk 2016

Maya S. Horowitz || Talkdesk
Opentalk was one full day of talking, networking and eating amazing gourmet food (while talking!). Much was said, but here’s my favorite quote of the day: “Everything you do has to eventually lead back to the customer.” Well said, Tien Tzuo, CEO and Founder of Zuora.

Full Coverage of Opentalk 2016

Maya S. Horowitz || Talkdesk
Check out our Opentalk 2016 content hub for more insights. 30 articles posted and counting!

"You can't deliver an exceptional customer experience if your agents don't have good tools to help them with." @davidwesten #opentalk2016

— REDSHIFT (@WeAreRedshift) May 17, 2016

 

We’ll see you next week for a more standard Customer Experience Weekly! We’ll get back to exploring general topics. We just couldn’t resist sharing with you what we learned at Opentalk 2016!

Source: https://www.talkdesk.com/blog/customer-experience-weekly-4

Publish Date: June 7, 2016

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How to Scale Your Call Center Without Outsourcing

Businesses, like people, go through life stages. At every stage, there are new challenges and opportunities. One of the major turning points in the life of any successful company is scaling.

The challenges faced by companies that operate only locally are magnified, multiplied and added to when scaling comes into play. These challenges may include regulatory nuances (state to state or internationally), hiring choices and acquisition of customers in new areas.

Absolutely central to all expansion efforts are retention efforts. As a company grows, they must take care to not only acquire new customers, but to retain the rest of the customer base. This means that on top of all the legal and other hoops, expanding companies must place customer service at the heart of their strategy.

For many companies (growing and established), call center software forms the backbone of their customer support. This is because call centers enable companies to provide real-time, personalized support to customers.

When a business is small, their call center needs are minimal. They need a few agents, a bare minimum call center software and a workspace. But when the stakes are raised and the customer base is dispersed, problems can arise.

At this juncture, some businesses choose to outsource (or co-source).This solution gives them the freedom to concern themselves with other aspects of the business while another company handles their call center.

Although outsourcing can be a great solution to the problem of customer service at scale, it is not the only option.

Modern call center software solutions enable businesses to scale without being forced to outsource their call centers operations.

As call center software has moved to the cloud, many of the fetters of legacy solutions have been removed. With the new cordless call center solutions, call center operations can take place anywhere, at anytime within a single system.

Here are a few common problems faced by scaling companies that can alleviated by implementing cloud-based call center software:

1. There are not enough agents.

The number of employees in your call center will have to grow in proportion to the number of general employees. Although a cloud-based call center software solution cannot provide you with new hires, it can make the process of deploying their licenses simple. The advantage of cloud-based solutions is that they do not require you to call in to the call center software company in order to add new call center agents.

2. It’s difficult to onboard new agents.

Lengthy onboarding of agents can decrease the efficiency of call center scaling. Cloud-based call center software is by nature more intuitive than a legacy system. But moreso than the UI, cloud-based call center software can come with features that enable call recording, monitoring and barging, so that new hires have the right guidance from day one.

3. The IVR and other settings need to be updated frequently.

Cloud-based call center software is versatile and customizable. Call center managers are empowered to make decisions based on the conditions in their call center. There is no need to reach out to the call center provider to adjust IVR and other settings.

4. Call center agents are needed at different times.

As you expand into different time zones, your support hours need to be adjusted accordingly. One answer to this issue is to outsource to a time zone in which customers live. Another is simply to implement a call center software solution that doesn’t require agents to physically be in the office to take calls. Without being tied to a desk in a certain building, call center agents are free to work from home or on the go, which facilitates them working at odd hours.

5. Agents need to be able to field calls in different languages.

A variety of new skill sets may be needed to deal with new types of customer service requests. As with #1, hiring team members with certain skill sets is not a function of the call center software. However, once you have found the employees, advanced call center software can help you sort the agents into skills-based ring groups. This, coupled with your updated IVR settings, will ensure that callers get to the multi-talented, multilingual call center agent most suited to their needs.

6. Call center metrics must be tracked to ensure efficiency.

Smart businesses make data-driven decisions. As your company scales, it may be difficult to continue to keep your finger on the pulse of your call center. Cloud-based call center software enables businesses to track metrics in real-time from anywhere with an internet connection. This means that they are always in reach of the data that ensures their call center is being run effectively.

The moment a company starts to scale is a thrilling moment, but it is also a frightening one. With all of the challenges laid before management, there’s no reason for customer service to be thrown on top of the pile. Give yourself some peace of mind by investing in a scalable, cloud-based call center solution.

Source: https://www.talkdesk.com/blog/scale-call-center-without-outsourcing

Publish Date: June 6, 2016

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