Holiday Staffing for Contact Centers - Prepare for the Holiday Rush!

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Holiday Staffing for Contact Centers Three Pivotal Tips to Prepare for the Holiday Rush & Opmize the Customer Experience in Your Contact Center What is your strategy this holiday season for offering your customers the highest level of service while maximizing the profitability of each customer interacon? Check out the ps below to ensure your contact center is prepared during the holiday rush to deliver opmal customer service. Use One Screen to Rule Them All Provide Access to Crical Customer Data Provide Holiday Worker Incenves for Millennial, Seasonal Employees • Create a customer 360 view that will tap into different systems that contain customer informaon from a single window! • Decrease costly and me-consuming training me for contact center agents • Create seasoned agents that can spend more me interacng with the customer and making sales – not navigang mulple systems and copying/pasng data • Provide agents with access to real-me data including accurate pricing and inventory availability to communicate to customer • Agents must be able to access mulple systems with limited navigaon system to system • Present “Next Best Offer” guidance to the contact center agent to drive increased revenue and leverage cross-sell and up-sell opportunies Drive holiday sales and help agents meet sales quotas as well as increase upsell and cross-sell metrics for incenve pay by using “gamificaon”—gaming techniques used in the workplace to achieve levels of performance and engage the millennial generaon TellerPro v1.0 Client Details Search Save Clear Customer Number 2001 Home Automation Jane 1101 Michigan Ave. Logansport IN 46947 678-527-5400 785-44-1234 Last Name First Name Address City State Zip Phone SSN Notes Checking Account Types Description Amount Balance MAINFRAME – XTRA Xtreme File Edit View Tools Session Options Help Home Date: 08/08/08 OpenSpan Real-World Scenerios Hour: 19:34 Account: 2001 Status: Closed Credit Cards: Visa/MC: Y Discover: N Account Activity Type: Comments Merchant ID: 2382-001 Account Detail Contact: Jane Automation – Service Cloud Console SEARCH SERVICE CLOUD CONSOLE Jane Automation Home OpenSpan Credit Card 2382-8501-4510-3891 Credit Score 785 Jane Automation Edit Delete Clone Work With Portal Trouble Shoot Trouble Shoot KM Name Name Name Reports To Contact Owner Days since last activity Notes AccountID Phone Mobile Email Jane Automation 703-654-9875 52 Gary Goldstandard I changed a note 011000315WYZ [email protected] Interaction Log Name Related To Notes Subject Jane Automation CTI Screen Pop Answer Hangup Next Call Automation Jane 2001 785-44-1234 Last Name Incoming Call Details Phone Number First Name Account Number VoIP Call #2 TellerPro v1.0 Client Details Search Save Clear Customer Number 2001 Home Automation Jane 1101 Michigan Ave. Logansport IN 46947 678-527-5400 785-44-1234 Last Name First Name Address City State Zip Phone SSN Notes Checking Account Types Description Amount Balance MAINFRAME – XTRA Xtreme File Edit View Tools Session Options Help Home Date: 08/08/08 OpenSpan Real-World Scenerios Hour: 19:34 Account: 2001 Status: Closed Credit Cards: Visa/MC: Y Discover: N Account Activity Type: Comments Merchant ID: 2382-001 Account Detail SEARCH SERVICE CLOUD CONSOLE Jane Automation Home OpenSpan Credit Card 2382-8501-4510-3891 Credit Score 785 Jane Automation Edit Delete Clone Work With Portal Trouble Shoot Trouble Shoot KM Name Name Name Reports To Contact Owner Days since last activity Notes AccountID Phone Mobile Email Jane Automation 703-654-9875 52 Gary Goldstandard I changed a note 011000315WYZ [email protected] Interaction Log Name Related To Notes Subject Jane Automation CTI Screen Pop Answer Hangup Next Call Automation Jane 2001 785-44-1234 Last Name Incoming Call Details Phone Number First Name Account Number VoIP Call OPEN DASHBOARD CUSTOMER INFO TELLER PRO SALESFORCE MAIN FRAME First Name Last Name Checking # SSN Street City State Zip Acct. ID OS Acct. ID FICO Score CC# Jane 1101 Michigan Ave 2001 2345-2001 2382-8501-4510-3891 785 Logansport IN 46947 Automation 1703-224-9002 785-44-1234 Opening Date: Account #: Balance ($): CURRENT OFFERS AVAILABLE TO CUSTOMER NOTES Standard: 76 Goal: 85 Quality: 96 NAME ACCOUNT TYPE: Checking Savings Credit Card PLATINUM CARD 85 10/12/12 86-7659-2001 597.87 #1 #3 www.openspan.com Follow us online v1013 With these key ps the hecc holiday season can become simple and streamlined. Consistent, high level customer service can be achieved even with temporary holiday hires. Give your seasonal workers the informaon and tools to discover a Beer Way to Work.

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What is your strategy this holiday season for offering your customers the highest level of service while maximizing the profitability of each customer interaction? Check out our infographic for three pivotal tips to prepare for the holiday rush and optimize customer experience in your contact center.

Transcript of Holiday Staffing for Contact Centers - Prepare for the Holiday Rush!

Page 1: Holiday Staffing for Contact Centers - Prepare for the Holiday Rush!

Holiday Staffingfor Contact Centers

Three Pivotal Tips to Prepare for the Holiday Rush & Optimize the Customer Experience in Your Contact Center

What is your strategy this holiday season for offering your customers the highest level of service while maximizing the profitability of each customer interaction?

Check out the tips below to ensure your contact center is prepared during the holiday rush to deliver optimal customer service.

Use One Screen toRule Them All

Provide Access toCritical Customer Data

Provide Holiday Worker Incentives for Millennial, Seasonal Employees

• Create a customer 360 view that will tap into different systems that contain customer information from a single window!

• Decrease costly and time-consuming training time for contact center agents

• Create seasoned agents that can spend more time interacting with the customer and making sales – not navigating multiple systems and copying/pasting data

• Provide agents with access to real-time data including accurate pricing and inventory availability to communicate to customer• Agents must be able to access multiple systems with limited navigation system to system• Present “Next Best Offer” guidance to the contact center agent to drive increased revenue and leverage cross-sell and up-sell opportunities

Drive holiday sales and help agents meet sales quotas as well as increase upsell and cross-sell metrics for incentive pay by using “gamification”—gaming techniques used in the workplace to achieve levels of performance and engage the millennial generation

TellerPro v1.0

Client DetailsSearch

Save

Clear

Customer Number 2001

Home

Automation

Jane

1101 Michigan Ave.

Logansport

IN

46947

678-527-5400

785-44-1234

Last Name

First Name

Address

City

State

Zip

Phone

SSN

Notes

Checking

Account Types

Description

Amount

Balance

MAINFRAME – XTRA Xtreme

File Edit View Tools Session Options Help

Home

Date: 08/08/08 OpenSpan Real-World Scenerios

Hour: 19:34

Account: 2001

Status: Closed

Credit Cards: Visa/MC: Y Discover: N

Account Activity

Type: Comments

Merchant ID: 2382-001

Account Detail

Contact: Jane Automation – Service Cloud Console

SEARCH SERVICE CLOUD CONSOLE

Jane AutomationHome OpenSpan

Credit Card2382-8501-4510-3891

Credit Score785

Jane Automation

Edit Delete Clone Work With Portal Trouble Shoot Trouble Shoot KM

Name

Name

Name Reports To

Contact Owner

Days since last activity

Notes

AccountID

Phone

Mobile

Email

Jane Automation

703-654-9875 52

Gary Goldstandard

I changed a note

[email protected]

Interaction Log

Name Related To Notes

Subject

Jane Automation

CTI Screen Pop

Answer Hangup Next Call

Automation

Jane

2001

785-44-1234

Last Name

Incoming Call Details

Phone Number

First Name

Account Number

VoIP Call

#2

TellerPro v1.0

Client DetailsSearch

Save

Clear

Customer Number 2001

Home

Automation

Jane

1101 Michigan Ave.

Logansport

IN

46947

678-527-5400

785-44-1234

Last Name

First Name

Address

City

State

Zip

Phone

SSN

Notes

Checking

Account Types

Description

Amount

Balance

MAINFRAME – XTRA Xtreme

File Edit View Tools Session Options Help

Home

Date: 08/08/08 OpenSpan Real-World Scenerios

Hour: 19:34

Account: 2001

Status: Closed

Credit Cards: Visa/MC: Y Discover: N

Account Activity

Type: Comments

Merchant ID: 2382-001

Account Detail

Contact: Jane Automation – Service Cloud Console

SEARCH SERVICE CLOUD CONSOLE

Jane AutomationHome OpenSpan

Credit Card2382-8501-4510-3891

Credit Score785

Jane Automation

Edit Delete Clone Work With Portal Trouble Shoot Trouble Shoot KM

Name

Name

Name Reports To

Contact Owner

Days since last activity

Notes

AccountID

Phone

Mobile

Email

Jane Automation

703-654-9875 52

Gary Goldstandard

I changed a note

[email protected]

Interaction Log

Name Related To Notes

Subject

Jane Automation

CTI Screen Pop

Answer Hangup Next Call

Automation

Jane

2001

785-44-1234

Last Name

Incoming Call Details

Phone Number

First Name

Account Number

VoIP Call

OPEN DASHBOARD

CUSTOMER INFO

TELLER PRO SALESFORCE

MAIN FRAME

First Name

Last Name

Checking #

SSN

Street

City

State

Zip

Acct. ID OS Acct. ID

FICO Score CC#

Jane 1101 Michigan Ave 2001 2345-2001

2382-8501-4510-3891785

Logansport

IN

46947

Automation

1703-224-9002

785-44-1234

Opening Date:

Account #:

Balance ($):

CURRENT OFFERS AVAILABLE TO CUSTOMER

NOTES Standard: 76

Goal: 85

Quality: 96

NAME

ACCOUNT TYPE:

Checking Savings Credit Card PLATINUM CARD85

10/12/12

86-7659-2001

597.87

#1

#3

www.openspan.com Follow us online

v1013

With these key tips the hectic holiday season can become simple and streamlined. Consistent, high level customer service can be achieved even with temporary holiday hires. Give your seasonal workers the

information and tools to discover a Better Way to Work.