What is call center management?

Call centers can be an important part of your business, and they can help provide key benefits to your company. Key benefits of a call center include:

• Providing a single source of customer service data
  Data helps you determine action, so having a singular point for customer service data helps you quickly locate essential information and analyze it to improve your operations.
• Delivering a better overall customer experience
  Call centers and call center management can’t promise perfect customer interactions, but they can help improve overall customer experiences. When agents have all the context they need to understand a customer’s situation, they are better able to provide a good experience and satisfactory resolution.
• Implementing automation when possible
  Automation can help streamline processes and doing so in a call center environment may be extremely beneficial in terms of scaling.

Every call center is unique, but there are some best practices that can help make call center management a more effective and efficient process. These include the following:

Once you choose your candidates for a job, it is important to give them the tools they need to succeed and to provide a positive experience for your customers and potential customers. Having a thorough training and onboarding process can help your agents develop good habits for handling calls from the start and can provide them with a thorough understanding of their resources and responsibilities.

After training, agents should feel better prepared to handle a variety of customer calls. These training sessions can also be a place for you to help strengthen employee weaknesses early on and potentially mitigate any hiring mistakes.

Without proper scheduling in place, working at a call center can quickly become overwhelming. This especially holds true in small call centers where there are too few employees to handle the workload and to dedicate time for high quality calls. Proper scheduling can help make workloads manageable and keep your agents from feeling overwhelmed.

Proper scheduling needs to include breaks for your employees to recharge and sufficient time in between shifts to avoid feeling overworked. Creating an effective schedule includes balancing peak hours, agent abilities, agent availability, breaks, time between shifts, and other similar considerations.

Data is the foundation of the modern company and the effective call center. Call centers primarily gather customer service data, and this data can be valuable to better understanding your customers and gaining insight into their behaviors. To use data to make important decisions, you need to choose important metrics to understand. Some of these could include net promoter score, average handling time, and first call resolution rate. This data can help you make sound decisions for your call center, employees, and customers.

While call center metrics are valuable, they don’t show the whole picture. The missing piece is customer feedback and response. Successful call centers have a strong understanding of their customers, and they gain this with customer feedback. The goal of feedback is to allow you to hear the voice of your customers and to know what they really need and value.

You can gather customer feedback through reviews and opinions. But it’s also powerful to ask customers directly for feedback. Surveys—on the phone, through email, or via social media—can be an excellent way to gather customer feedback.

Managing your call center requires investing in technology that provides your team with the right tools to succeed. Your agents could be the top in the industry, but if they don’t have technology that can help them make successful calls and complement their own skill sets, it can be difficult to create the environment you want.

The right technology will depend on your call center and your company needs, but most companies need technology to make calls, manage scheduling, and to perform call center management.

Call center management is focused on striking a balance between customer satisfaction and empowering employees. A coaching culture is an effective way to develop the second half of that equation. When your employees coach each other, you can cultivate an atmosphere of continuous learning and growth—ultimately helping your employees reach their full potential.

Agents are the front line of a call center, so it’s important to communicate with them regularly. Meetings with individuals allow you to communicate your own expectations. These meetings also create an opportunity for you to hear from your employees. Agents often have the best view of what’s happening in your call center, so they can provide insights you can’t find elsewhere. Open lines of communication are important to cultivate a positive company culture where employees feel understood and know that their supervisors value their opinions.

A call center is a dynamic place where there could be too many calls or too few for your employees on shift. A key aspect of call center management is to balance workflow to ensure that there are enough employees to keep wait times low and workloads manageable—as well as to make sure there’s enough work for everyone. You can better understand your demands by reviewing your staffing and forecasting call volumes based on past data.

The goal of a call center is to provide a satisfactory experience for your customers. You can measure customer satisfaction with a particular agent by having customers take a survey after a call where they rate their experience on a scale of 1–10. The CSat is then calculated by dividing the total score an agent received by the total number of surveys.

Customer effort score measures how much effort a customer has to put in to interact with your company. It is also how easy it was for their problem to be solved by your representatives. To calculate the CES, you need to survey your customers based on their experience. A Likert scale or even emoticon rating system can help you calculate the sum of your customer ratings. You then divide that by the total number of surveys collected. Ideally, the CES will skew toward whichever end of your scale shows the least amount of effort extended by customers.

Proper call center management requires a complete understanding of the roles and responsibilities in a call center.

A call center manager oversees the center, evaluates customer needs, determines performance standards, and identifies areas to improve customer experience. Some of the primary responsibilities of the manager include:

• Creating and updating training material
• Hiring agents and supervisors
• Developing HR policies
• Selecting software and tools for the call center
• Setting goals and evaluating success

A call center supervisor monitors, trains, and supports agents and helps them with customer interactions. They carry out the manager’s strategies. Their key responsibilities include:

• Training and onboarding
• Monitoring agent calls in real-time
• Task management
• Agent scheduling
• Reviewing call transcripts
• Evaluating agent performance

A call center agent is the representative on the call who speaks to customers and helps them resolve problems. They carry out all instructions from supervisors and managers, and they are the front line of the call center. Some key agent responsibilities include:

• Making outbound calls
• Taking orders or payments over the phone
• Providing updates on product shipping
• Collecting customer survey responses
• Updating customer account information
• Providing live customer service assistance

Call centers are dynamic and powerful resources for a company. Effectively managing a call center helps optimize the customer experience and employee empowerment. To optimize your call center management and to improve your customer experience, trust ServiceNow.

ServiceNow Customer Service Management (CSM) uses the power and connectivity of the award-winning Now Platform^® to automate requests, provides agents with a single workspace and tools to resolve issues faster, —so you can provide an effortless experience for your customers. CSM is designed to help businesses reduce costs while delivering seamless customer service expereinces.

Take control of the call center management process and give customers the easy, personalized interactions they need from your call center. Learn more about Customer Service Management from ServiceNow and help your new customers find success with your call center.