The quest for accurate, actionable customer insight can seem endless. Companies survey customers, buy them dinner, even give them free products – all in hopes of gauging an opinion or two. These tactics are fine, but a better way to get customer feedback is to simply ask the call center agents. Agents hear the good and bad about a company, and can offer invaluable insight. Unfortunately, in many organizations, agent skills and value are often under-leveraged, and root cause analysis within the call centers overlooked.

Agents must feel empowered in their role as the "voice of the customer" for a company to realize their full potential. Over the years, I've found three main focus areas to help accomplish this:

  • Thorough training
  • Clear communications
  • Useful, useable technology

  1. Training
    Training is frequently focused on speed and minimizing agent offline time, as opposed to thoroughness. Resist that temptation and invest appropriate time for comprehensive new hire and refresher training. "Appropriate time" depends upon the complexity of customer interactions and the dynamics of business (new product offers, advertising, etc.) Use a mix of training media appropriate for your business. For example, augment in-class time with 15- or 30-minute increments of e-learning or Web-based refreshers or optional lunch and learn sessions.

    Provide hands-on, in-depth product/service training. Basic as that sounds, I'm constantly surprised at how often agents are expected to just "figure it out." New hire training should include a grounding in your company, brand, philosophy, desired customer experience and behavioral expectations. This enables the agent to appropriately reflect the "softer" side of your company, a powerful complement to strong product knowledge. The training focus should mirror the business or queue focus. If the queue or organization has a primary focus of first call resolution (FCR), agent training should emphasize that. Post-training, your agents should be knowledgeable enough to solve the customer's issue on the first call, diffuse a potentially negative situation, reinforce your brand messaging and re-sell the customer on the company, its products and services.

  2. Communications
    A good rule of thumb is less is better. Don't short agents on what they need to know; simply be cognizant of the time they have to absorb information and use it judiciously. One way is to develop a communications filter based on company or queue priorities. If something doesn't fit within the criteria, it doesn't get disseminated. Establish consistent communications channels appropriate for the environment. Find the method to reach agents most effectively and be consistent so they know when and how they will receive what information. Establish a sound, buttoned-up process for document management, including steps such as updates, edits, approvals, etc.

    From a philosophical perspective, ensure your agents know of issues with products or services. Anything less is detrimental to your company and makes the agent feel de-valued. Finally, establish supervisor-specific channels that equip them to be a resource for agents.

  3. Technology
    Three key non-financial considerations that should guide decisions for agent-based technology are speed/simplicity of call flow, accuracy of content, and usability. Because they are subjective, the considerations can lead to conflict in organizations where IT or procurement departments use rigid, largely financial-based processes. Engage these partners early in fact-finding and defining user-requirements. Understanding the specific needs of agents makes them more apt to respect their subjective nature. There are a number of systems to assess – CRM, knowledge management, performance management, etc. Assess which application delivers the most value to help you prioritize your spend and implementations. Don't get lost in the sales spin, but understand which applications drive what value. Finally, involve agents in the process. Seasoned agents should "test-drive" systems they will ultimately be required to use.

Contact center agents have the potential to be a company's strongest advocates. Effectively implementing training, communications and technology empowers them to play that role successfully.

By Bryan DiGiorgio, president and CEO of CXO Global Solutions, www.cxoglobalsolutions.com, a Kansas City-based company specializing in customer experience management.