30 tips to improve your call quality monitoring

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    callcentrehelper.com

    Monitoring isn’t all about spotting problems and dealing with them.

    It’s also about identifying and amplifying positive messages. Even

    in today’s technologically sophisticated contact centres, a simple

    ‘thank you’ can work wonders. Here our panels of experts share

    their tips with us……….

    1. Make good use of the information you gather

     James Le Roth

    Call quality monitoring is essential for any contact centre, providing

    invaluable insight into how you are performing and what

    consumers are really experiencing.

    The most useful results often stem from measuring and

    improvement processes that go beyond monitoring sample calls,

    impinging on wider areas of the business, from the setting and

    evaluating of standards, to advisor coaching, through to the training

    and development of staff.

    2. Get the small things right

    Having said that, regular monitoring is a good way of maintaining best practice, ensuring advisors get the details right: greeting

    consumers appropriately, adhering to the laid-down call structure,

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    and using agreed positive phases throughout the call.

     With regular quality monitoring, you can prevent bad habits

    creeping in, spreading from advisor to advisor, and contact centre

    to contact centre. Regular monitoring, support, feedback and

    training all help you maintain your high standards.

    3. It doesn’t have to be hi-tech

    But you don’t have to go hi-tech. Remember, some monitoring –

    even the most basic – is better than no monitoring at all. You can

    start with simple activities – a spreadsheet with tick boxes filled in

    manually – and work your way up slowly. And if you set realistic

    targets, achieving them will be motivating, paving the way to other

    more ambitious goals.

    4. We’re not out to catch you out

     Winning employee engagement and involvement from early on in

    the monitoring process is essential.

     When monitoring is first introduced, there’s a tendency for some

    people to think it will be critical. On the other hand, where a

    monitoring system has been in place unchanged for a long time,

    advisors may start to take it for granted.

    Call quality monitoring is not – or should not be – a negative,

    top-down activity, designed to trip advisors up. In the best contact

    centres, it is an integral part of the skills programme, of benefit to

    advisors as well as consumers.

    Monitoring that is collaborative rather than prescriptive, inclusive

    rather than authoritarian, is likely to lead to more acceptance and

    co-operation. Most advisors find it helpful to know what the

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    company expects of them and why their calls are important to the

     business and its customers.

    5. Feedback, support and training are fundamental

    Feedback from the monitoring process should be objective, using amethod of scoring and evaluating that is fair and agreed by all in

    advance, and it must be consistent and regular. Once milestones are

    agreed and set, they must be kept to, built on and progressed.

    Feedback can be delivered one-to-one, remotely, or via group

    sessions where advisors share and spread best practice. Whatever

    method is selected, the important thing is that there is an

    opportunity for individual advisors to contribute to the discussion.

    Not only does this encourage their buy-in to the process, their

    comments and suggestions are often extremely insightful. But bear

    in mind that advisors are sometimes harder on their own and

    colleagues’ performances than supervisors would be.

    Staff support should be provided through interventions such asrefresher and formal skills training, and development and action

    plans to improve advisor performance, always with the aim of 

    improving the customer experience and achieving your business

    objectives.

    6. Quality people for quality monitoring

    Quality evaluation is only as good as the person doing the

    evaluating.

    If possible, it’s worthwhile investing in a dedicated person – or, in

    the case of larger contact centres, a specialist team – to monitor

    quality in your contact centre. Supervisors are there to manage the

    floor and plan campaigns, not to monitor quality. By giving that

    role to a dedicated individual or team, you leave your operational

    staff free to manage.

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    Once you have identified someone to handle monitoring, evaluating

    and training, give them the resources, training and skills they need

    to carry out appraisals, coaching, training and development, either

     by developing your own people or by recruiting in the required

    expertise.

    7. Time and effort spent on

    monitoring is never wasted

    There’s a direct correlation between call quality and the accuracy,

    frequency and excellence of monitoring and coaching. The equation

    is simple: the more time and effort you invest in monitoring and

    coaching, the better the service to your customers will be, and the

     bigger the benefits to sales and customer retention levels.

    8. External benchmarking

     As well as internal monitoring, it’s also helpful to compare your

    performance with others, especially the competition. Internal

    checks will give you a more subjective picture, which could be

    misleading. For a truly objective result, you need external

     benchmarking. Contact centres with no monitoring systems or

    resources in place should consider outsourcing these functions to

    an external agency. It can be a cost-effective option.

    9. Reward best practice

    Reward high-quality work through mechanisms such as ‘advisor of 

    the month’ awards and staff excellence certificates, or highlight it in

     your company newsletter and intranet site. And if consumers are

    pleased with the service, pass on their messages. Integrate all these

    positive points into the company’s annual appraisal and benefits

    schemes.

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    J am es Le Ro t h , Ec l i p se M a r k e t i n g  

     ________________________________________________________

    10. Save your ‘Golden’ calls

     Jonathan Evans

    Identify and save examples of your best practice or ‘Golden’ calls so

    that they can be used as a training aid to help continually improve

    the overall call handling process.

    J o na t h a n Evan s , Sen i o r Bu s i n ess Sy st em s M ana ger , TNT 

    Exp re ss  ( www.tnt.com)

     ________________________________________________________

    11. Apply a well-thought-out quality management

    procedure

    I am amazed at the number of companies who purchase call

    recording solutions in order to remain “compliant” with security or

    FSA regulations, that do not have a structured call quality 

    monitoring policy in place. It’s always one of those “we’ll get to it

    sometime” things that might not show itself as important, or

    possibly there are other larger fires to fight in your business. Others

    may baulk at the inordinate amount of time or effort to manage the

    process as well.

    If you want to see an uplift in the overall customer experience, a

     well-thought-out quality management procedure can work 

     wonders. It gives your agents something to strive for. It gives youinsight into the core traits and skills that your agents need to

    interact with your customers, and the customers themselves will

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    also have a more positive experience when doing business with you,

    giving your business that competitive advantage.

    12. Get your contact centre involved in defining the

    criteria

    Gene Reynolds

    Section the call into a number of points where you can create

    criteria which would satisfy the majority of customers. It could be

    something very tangible such as offering your name to the caller, or

    something more intangible or subjective, such as showing empathy 

    on the call. People tend to have shied away from those criteria, but,

    I can assure you, they are measurable, and there are methods and

    tools to coach in those sort of skills.

    Make sure you get your contact centre involved in defining the

    criteria. The last thing they need is another rule or policy that has

     been imposed on them. Having a team of people design the call

    quality procedure makes them advocates and champions to the

    cause.

    13. Put the time into training and coaching

    In my experience, the biggest issue where these quality monitoring

    processes fall down is a lack of thought put to training and coaching

    the skills the agents are going to need in order to succeed. Be sure

     you have spent some time with some experts who can show you

    how to coach these skills effectively into your operation when

    required.

     Also, don’t underestimate the power of an application to assist your

    agents and your team leaders through the procedures. Introducing

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    a call quality process will also introduce another load of work on

     your team leaders and agents. Be sure to look for applications which

     will mitigate this. In some cases, the technology pays for itself in the

    form of reclaimed time.

    14. Include a feedback process

    Lastly, make sure there is a feedback process in your operation to

    gauge customer satisfaction when interacting with your operation.

    There’s no point in assuming what your customers want in terms of 

    call quality. A simple yet effective customer advocacy survey will

    help to validate the steps you are taking in your operation and will

    help identify where to fine tune the process.

    Gene Rey no l d s , Sen i o r Consu l t a n t , Co r po r a t e 

    C ommu n i c a t i o n s   ( www.cc.net)

     ________________________________________________________

    15. Define what good looks like

     Janette Coulthard 

    Call monitoring will not be effective unless you fully understand the

    reason for monitoring and what you are trying to measure or

    discover. Identifying what ‘good’ or ‘unsatisfactory’ looks like is

    essential for objective and effective call monitoring. ‘Good’ will be

    different depending on the reason for monitoring.

    16. Get your scripts right

    Ensure the wording in your scripts, or what your agents are

    expected to say to be compliant, is identified in your call monitoring

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    forms and that your scoring reflects the common understanding of 

     what would be classed as compliant or a breach.

    17. Set up a call quality forum

     An additional step of setting up a forum to reach a consensus on what good looks like will pay dividends. Ensuring that all

    stakeholders are agreed on what constitutes ‘good’ and capturing

    the criteria in your monitoring forms will support your call and

    quality monitoring staff in achieving the objectivity that is so

    essential. It is critical that measurement criteria are clearly defined

    and agreed and there is consensus on what ‘good’ looks like.

    18. Set up call levelling sessions

    The best way to do this is to set up call levelling sessions that are

    held on an ongoing basis. Take a random selection of calls. Get allstakeholders and, where possible, call monitoring staff, or

    managers if this is not feasible, and listen to the calls together.

    Score them as you go along.

     After each call, discuss the scores for the criteria monitored and

     where there is a wide variation, the reasons. If all scores are within

    a narrow range you’re in luck, but more often than not, there will be

    a wide variation between the scores for many elements of the call,

    especially when you first start this process. Through the session the

    range of scores should narrow as the various stakeholders adjust

    their scoring and reach consensus. Over time, opinion and

    individuals involved will change so it is important to have regular

    call levelling sessions in order to maintain the consensus.

    19. Use an independent call monitoring facility 

    Objective call monitoring can be difficult to achieve and maintain

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     when all monitoring activity is carried out internally using your own

    people. There are companies who offer independent call monitoring

    services and can provide you with a truly objective view of the

    quality of your calls, whether they are compliant with the prevailing

    industry guidelines and regulations and in some cases

     benchmarking. To keep control of costs, look for companies who are

    happy to give you a one-off report covering a batch of calls, perhaps

    the same batch of calls used for your call levelling sessions.

    J a ne t t e Cou l t h a r d  

     ________________________________________________________

    20. Assign quality ownership

     Brent Bischoff 

    It sounds obvious, but if nobody wants to own the process, how can

    it be audited and calibrated to ensure it is effective and continues to

    improve and adapt to the business’s changing needs? Similarly,

    there should be a clearly documented process for monitoring and

    evaluating calls, and all agents and team managers should be

    trained and familiar with all areas of quality monitoring and how to

    get the most from the system they have in place.

    21. Develop and maintain evaluation forms

    Evaluation forms are at the heart of a good quality monitoring

    programme and when compiling them you need to ask yourself:

     Am I asking the right questions?

     Am I getting the required results? i.e. output which leads to a

    continuous coaching and development plan for my team

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    Does the scoring mechanism allow agents to provide an

    ‘outstanding’ or ‘Wow factor’ service not just an ‘average’ or

    ‘satisfactory’ service?

    22. Evaluation dispute process

     Agents need to be given the opportunity to dispute their evaluation

    if they feel they are not happy with any aspect of it. The dispute

    process allows the agent the opportunity to have their evaluation

    re-evaluated by another person if they are unhappy with the result.

    This way, agents feel they have more control over their call

    evaluation, thus further empowering them to take ownership of 

    their own quality 

    23. Agent synergy session

    Synergy sessions involve groups of agents, team managers, CSMs

    and trainers listening to calls together to discuss call-handling

    techniques and evaluate the quality of the call. These sessions help

    reinforce quality standards and allow new and experienced agents

    to share experiences, best practice and provide a natural way to

    cross-skill agents from different departments. Recent studies have

    shown that agents attending regular synergy sessions achieve

    anywhere from 5% to 20% higher quality scores than the overall

    contact centre.

    Br en t B i scho f f , Bus i ne ss So l u t i o n s Consu l t a n t , Bus i n ess 

    Sy st em s (UK ) L t d   ( www.businesssystemsuk.co.uk )

     ________________________________________________________

    24. Keep your call monitoring standardised

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    Cameron Ross

    Keep your call monitoring standardised and consistent so you can

     build a steady, reliable picture of performance within your business.

    25. Don’t waste time searching

    Don’t waste time searching through your database for suitable calls

    – use a tool which allows you to find and recall calls quickly and

    easily.

    26. Record calls in the background

    Remove agents’ stress from call monitoring by using a solution

     which records quietly in the background, without influencing the

     behaviour of the individual under assessment. [In one call centre I

     went to the agents knew they were being monitored when the

    supervisor put her headset on – editor]

    27. Allow self assessment

    Gain “buy-in” from your teams by allowing agents to self-assess

    some of their work – make them feel their input is valued and that

     your team ethos is inclusive.

    28. Make it a habit

    Monitor calls on a regular basis to build a progressive picture of 

     your team’s performance.

    29. Assess the effectiveness of your training programmes

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    Use call quality monitoring to assess the effectiveness of your

    training programmes – listen in to verify that points taught in

    training sessions have been noted and put into practice. Call quality 

    monitoring is also an easy means of assessing where gaps in

    knowledge or practice may exist – use this learning to build training

    solutions which close those gaps off.

    Cam er o n Ro ss, M a n a g i n g D i r ect o r , V er i t a p e  

    ( www.veritape.com)

     ________________________________________________________

    30. Define what constitutes a quality customer interaction

    and what you are measuring

    Craig Pumfrey

     A typical example of best practise is a call answered in a timely and

    appropriate manner, dealt with swiftly and to the customer’s

    satisfaction, meeting service levels and KPIs.

    The aim of quality monitoring from an operational point of view is

    to identify the calls failing to meet pre-defined standards and get tothe root cause of why. You can then make informed decisions to

    make the process better, faster and quicker, e.g. implement or

    refine agent training and coaching initiatives to bridge skills gaps,

    correct broken internal processes, improve workforce scheduling,

    or perhaps alert other areas of the organisation that are having an

    impact.

    To achieve this you need to be able to evaluate a representative

    sample of interactions. The smaller the sample, the less accurate

     your benchmark scoring will be and you will run the risk of making

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    the wrong decisions.

    Using modern recording and quality monitoring tools it is possible

    to capture not only the call itself but the activity that took place on

    the agent’s screen and score 100% of the interactions, giving an

    accurate and comprehensive view of agent, team, campaign andoverall contact centre performance.

    Cr a i g P um f r ey , D i r ect o r o f M a r k et i n g C om m u n i c a t i o n s  

    a t N ICE Sy st em s  ( www.nice.com)

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