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    Call Centers

    Kelly Halbert

    Verizon E-BusinessBusiness Solutions Group

    December 2000

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    Agenda Traditional TechnologyISDN, ADSL, DNIS, PSTN, PBX, IVR,

    ACD, SBR, Predictive Dialer, CTI.

    Web-Based Technology- E-Mail, Live Chat, Co-Browsing,

    VoIP, Call-Back with Collaboration. Business DriversCustomer Satisfaction, Cost Reduction,

    Market Intelligence.

    Customer Care ProcessesOrganizational, Supportive,Customer-Facing.

    SystemsDesign, Integration, Contact Tracking, InformationRetrieval, Intelligent Troubleshooting, Online DocumentationOrder Processing, Dispatch, Workforce Management.

    SLAService Level Agreement

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    Definition

    A collection of people and

    technologies whose role is toserve customers.

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    Location Growing Labor PoolBecause of stress and high

    turnover rate, call centers tend to burn out a laborpool faster.

    Educational InstitutionsStudents are a goodsource of call center agents.

    Real EstateCities view call centers as job creationengines.

    TelecomScalability will require more bandwidth.A good relationship with a local telco or long distancecompany is important.

    GovernmentLocal govt agencies can provide realestate tax credits and job creation credits.

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    What is a call? Interaction or transaction

    between two parties.

    Origin: Web, Phone, Fax Form: Voice, Text, Image

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    Technologies ISDNIntegrated Services Digital Network -

    Simultaneous transfer of customer data to theagents terminal with the arrival of the call.

    ADSLAsymmetric Digital Subscriber Line -Carriesdata over existing copper telephone lines at up to 6megabits a second.

    DNISDialed Number Identification Service - Allowscall centers to route calls based on the numberdialed.

    PSTNPublic Switched Telephone Network

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    PBX = Private Branch Exchange The core of a business communication

    system.

    Connects to the phone lines and thetelecom service providers on one end,and the internal phones (extensions) on

    the other end.

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    IVR Interactive Voice Response

    Pulls real time data out of corporate

    databases. Used as an ACD front-end.

    Great for routing calls to agents, shortening

    call times, getting callers into the right queueand allows people to self-serve for simpledatabase lookups.

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    IVR Add-On Features Speech RecognitionCustomer

    interacts with an automated system in

    an effort to be routed to the properperson (or ACD front end) or extractinformation from a host database (IVR).

    Text-to-Speech Fax-on-Demand

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    Why Use IVR? Siphon off 20% - 60% of calls.

    Ability to bring rich screens of customerinformation to the agent screen.

    Widely accepted by callers.

    Keeps call center open 24 hours.

    Make call handling easier for agents.

    Increased call volumes

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    ACDAutomatic Call Distributor

    Takes incoming calls and routes them

    to the right place. The heart and soul of the modern call

    center.

    The ACDs job is not just to route calls,but to manage the informationassociated with those calls.

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    SBR = Skills Based Routing Front-end technology (ANI, IVR, Speech

    Recognition) identifies the needs of the

    caller. The call is routed to the agent based on

    the agents skill or combination of skills,

    like language, training, or experience.

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    Predictive DialerA form of automated dialing.

    Screens out all non-productive callsbefore they reach the agent: busysignals, no-answers, answeringmachines, network messages. The

    agent simply moves from one ready callto another, without stopping to dial,listen, or choose the next call.

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    CTI Features Simultaneous Screen Transfer- Ability of an

    agent to transfer a call and the client databasescreen at the same time.

    ANI/Caller IDAgent can see number thecustomer is calling from.

    Predictive DialingAgent can know in advancethe buying habits of a customer.

    Database LookupsCustomer can access severaldifferent databases.

    Fax ServerAgent can fax information to customerthat is too complicated and time consuming toexplain on the phone.

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    Voice-Over-IP The ability to

    communicate by

    voice over theInternet.

    Uses CTItechnology.

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    ICMIntelligent Contact Management

    Enables a company to interact with itscustomers via the Internet or PSTN

    across an enterprise of ACDs, IVRs,Web and E-Mail Servers, and desktopapplications.

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    AVVIDArchitecture for Voice,

    Video, and Integrated Data

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    Call Back with Collaboration

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    Business NeedsThe three major business drivers

    behind every successful call center

    environment:

    Customer Satisfaction

    Cost Reduction Market Intelligence

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    Customer Satisfaction First Contact ResolutionAfter the

    initial call the customer has no need for

    any further contact with the call center. Maximize AccessCustomer Cares

    ability to respond to a contact in a

    timely manner. For an inbound call, thismeans answering the call in theshortest time possible.

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    Cost Reduction Minimize Contact TimeContact time can

    be reduced through new technology, processimprovement, and content development.

    Minimize Employee TurnoverThelonger a call center can retain its best staff,the more likely it is that customers will besatisfied and contact time will be minimized.

    Telephony-Based vs. Web-Based

    Web-Based can cut cost as much as 43%.

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    Examples of Market IntelligencePreSale Inquiry Reason

    customer did notchoose yourproduct

    Price Issue

    Features Require

    Executives

    BusinessComplaints

    Areas ofcustomerdissatisfaction

    Billing Error

    MarketingComplaint

    Price Complaint

    Billing

    Marketing

    Product Mgt

    Customer CareComplaints

    Opportunities forimprovement incall center

    Time in queueIVR Script

    Call CenterManagement

    Product/ServiceProblems

    Opportunities forimprovement inproduct design

    Specific problem

    Product/Service

    suggestion

    ProductManagement

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    Customer Care Values First Contact Resolution

    Levels of Customer Satisfaction

    Cost/Benefit

    Integrity of Online Information

    Percent of Customer Base ContactingCustomer Care

    Timeliness of Customer Callbacks

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    Customer Care Processes World-class customer care providers

    empower their agents and realize

    greater productivity by developingprocesses that ensure that every agentknows what is going on throughout thecompany in terms of marketing

    initiatives, product or serviceenhancements, innovations, andchanges to company policy.

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    Organizational Processes New Product Support

    Disaster Recovery

    Customer Satisfaction Analysis Facilities Management

    Hiring

    Partnerships and Service Agreements Agent Rewards and Recognition

    Agent Scheduling

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    Supportive Processes IVR and Agent Script Maintenance

    Training

    Customer Contact Handling Procedures

    How to Instructions for New Products

    Problem Solving Support for Products Database Administration

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    Customer-Facing Processes Routing Calls to Appropriate Agents

    Responding to E-Mail, Fax, Voice Mail, etc.

    Customer Account Maintenance Resolve Presale Requests

    Billing Inquiries

    Handling Collections Handling Customer Complaints

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    Systems Design Prior to the opening of a new call

    center, process owners will be engaged

    for several weeks or even monthsdesigning should be processes.

    Designers and developers will define

    what will and will not be included in theinitial rollout.

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    Systems Integration It is not unusual for agents to have to

    initiate several applications to resolve a

    call, such as contact tracking,troubleshooting, online documentation,trouble ticketing, follow-up, billing, andordering.

    Lack of integration will force the agent totype the same information in order topopulate the various fields.

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    Contact Tracking Systems Includes customer information files,

    contact history, trouble ticket

    databases, and follow-up tools. Supports Computer-telephony

    integration, logging of customer

    contacts, retrieval of contact history,contact categorizations, and callbackcommitments.

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    Information Retrieval Systems

    Includes online documentation, storelocators, pricing analysis, customer

    satisfaction matrixes, billing databases,and intelligent troubleshootingapplications.

    Provides policies and procedures,customer instructions, online systemhelp, and computer-based training.

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    Intelligent Troubleshooting Designed to assist the user in

    identifying the resolution to a particular

    problem by intelligently interactingwith a knowledge base triggered by oneor more user inputs.

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    Online DocumentationAttempt to deploy a conglomeration of

    user manuals, job aids, policies and

    procedures, promotional fliers,organizational announcements, and allother customer care related information

    into a comprehensive and consistentonline format.

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    Knowledge Management Knowledge Engineers- Responsible for

    formatting the information into a structure

    that can be recognized by the troubleshootingsystem.

    Documentation Engineers- Responsiblefor formatting the information into a structure

    that can be recognized by the onlinedocumentation system.

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    Order Processing System Collect Customer DataAccount history and previous payment methods.

    Manage InventoryWhen order is placed you can provide productavailability and a date of shipment.

    Cross-Sell/Up-SellKeeps customer from walking away without buying.

    Track Sales Data and ListsFor instance, how much product are you sellingby source (catalog, ad, or special promotion)

    Integrate with Sales-Cycle SoftwareIntegrate your order processingsoftware with existing sales software. This will help you develop controlled,targeted lists to keep the customers you have.

    In-House DepartmentsShare information with shipping, accounting, andmarketing.

    Telephone IntegrationDeliver computer screen information with call. ShippingKeep track of UPS, FedEx and other shippers.

    Credit CardsInterface with credit card authorization systems.

    Sales Tax- Assign sales tax bases on zip code or country.

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    Dispatch System Software systems that automate the process

    of responding to a customer call, creating atrouble ticket, assigning a field technician andlater noting when the problem was resolved.

    Determines who needs to go to the sitebased on troubleshooting experience.

    Indicates what is in customer contract. Tells technician what to bring to the job.

    Calculates charges for the services.

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    Workforce Management Systems Includes forecasting and

    scheduling.

    Supports customercontact forecasting,workforce requirements,and agent scheduling.

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    CRM = Customer Relationship

    Management In general, its the art and science of making

    customers happy. In practice, it is software

    that combines front-end customer interactionswith all the customer data lurking behind thescenes throughout the company. Also knownas CIS (Customer Information Systems)

    A hybrid software combining help desk,customer support, sales force automation, andenterprise resource planning.

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    Stages of Customer Service Triage Stage- Phone is Ringing. Somebody must

    answer it at some point. When lots of phones ring,that means trouble.

    Traditional- Call-Centering-As-Usual. Phones areringing. Get an ACD to route them, get the agents onthe phones and lets handle the volume. The goal iscost-containment.

    Corporate AssetOptimistic view of looking at thecall center as a corporate asset with marketing valuerather than a cost center.

    CustomizedEvery interaction is customized fromthe ground up. Service is the goal.

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    Management Mandates Improve Service

    Reduce Costs

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    SLA = Service Level Agreement Defines Minimum

    Acceptable Standard

    80% of CallsAnswered in 20Seconds or Less

    90% of Calls

    Answered in 30Seconds or Less 74

    76

    78

    80

    82

    8486

    88

    90

    1st Qtr 2nd Qtr

    SLA

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    Call Center Measurements SL = Service Level (90%)

    OCC = Occupancy (85%)

    ATT = Average Talk Time (40-180 Sec)

    ACWAfter-Call Work

    Resolution on First Contact (85%)

    Percent of Customer Base Calling (13%)

    Total Cost per Call ($.$$)

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    Sources Dawson, Keith. Call Center Handbook. New

    York, New York: Telecom Books, 1999.

    Cusack, Michael. Online Customer Care:Strategies for Call Center Excellence.Milwaukee, Wisconsin: Quality Press, 1998.

    www.callcenternews.com

    www.cisco.com