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Are You Coaching Empathy First, Process Second?

As a consumer, I receive my own fair share of agent calls and make calls to companies for customer service assistance too.  I also monitor calls when I work with clients since this gives me a great view into not only the skills of the agents but also what their customers are saying.

PROCESS FIRST AND LISTENING ISSUES

Many of the Agents I interact with or monitor on calls are so focused on the process and procedure of what must be done that they aren’t really listening to the Customer or Prospect. These Agents are more concerned about pulling up screens and navigating, often making the customer feel uncomfortable during the process. Dead air, pauses, talking to themselves while searching for information or missing questions the customer asks or commenting on what they said.

One recent call I listened to demonstrates this perfectly. I heard a customer telling the Agent that she had to cancel an appointment due to a death in her family. The Agent was “flipping” system screens distractedly and simply said, “Uhuh…. We have an appointment open next Tuesday at 9 a.m., OK?”

Did the Agent satisfy the Customer’s need for a new appointment?  Yes.

Was the Customer problem was resolved?   Yes

Did the Agent show interest in that Customer during that “moment of truth”? Absolutely not!

“EMPATHY CAN’T BE LEARNED” – WRONG!

Not all Agents demonstrate poor empathy due to a listening skill problem.  Others just have no idea HOW to give empathy to anyone, whether a team member, customer or friend.

A University of Michigan study, presented at the annual meeting of the Association for Psychological Science, analyzed data on empathy among almost 14,000 college students over the last 30 years. “We found the biggest drop in empathy after the year 2000,” said Sara Konrath, a researcher at the U-M Institute for Social Research. “College kids today are about 40 percent lower in empathy than their counterparts of 20 or 30 years ago, as measured by standard tests of this personality trait.”

We can’t assume that everyone understands or has experienced empathy personally enough to know how to express it.

To add to the problem, some Managers and Supervisors are also responsible for the lack of empathy shown by their agents. Training may focus heavily on the technical part of the call such as processes and product knowledge.  Metrics that drive “speedy” handling without regard to the “warm fuzzies”, as I like to call them, are pushed. Supervisors may tell Agents to be friendly and nice but don’t offer specific examples or demonstrate empathy on calls they handle themselves while the Agent observes.

WHAT CAN BE DONE TO HELP IMPROVE EMPATHY SKILLS

The most important thing Managers, Supervisors and Quality Coaches can do is to coach including role play, taking calls while demonstrating and offering phrases that can be used.  Helping the Agent put themselves in the Customer’s place to understand how they are feeling at the time of the call is important.

When you hold your next team meeting, discuss phrases and words that you can use to show empathy, concern and interest in the Customer.

“Mrs ____, I’m so sorry for your loss”

“My sympathy to you and your family”

“I don’t blame you for being upset”

“We really appreciate your business”

“Thank you for telling us about that problem so we could take care of it”>

“I’ll be glad to help you with that”

Remind your team that the customer is making a decision about them and about your company in the first 30 seconds of the call.  Taking time to acknowledge and show interest in Customers truly is as important as solving their problems.

Turning “Whining” Into Winning

“…that won’t work…”

I’m sure you’ve had one of these employees work for you at one time or another.  I certainly have.  They seem to love to complain. Or whine about things.  Others just throw their hands up in frustration and say nothing to you….directly that is.

Our contact centers are communities so the comments, complaints and rumors spread like wildfire. Before you know it, others pick up the negatives and are repeating them.

At one center I heard the Supervisor complain:  “I’ve told her about this (skill) multiple times but she still does it”.  The Quality Manager replied: “Yes, she doesn’t listen”.  Both shook their heads and went about their business.

At another center I heard an Agent say:  “This (process) is ridiculous”.  I asked, “Have you discussed with your Supervisor?”  The Agent laughed and replied,  “Why bother…no one listens”.

When we hear these type of comments directly or through the center grapevine, we need to determine if what is being said is justified, just whining or just having a bad day.

In both examples, the employees used the word “listen”.  Is it really about listening or is there more involved?

Questions are conversation controllers and conversation openers.  They help us to clarify comments made so we don’t assume what we are hearing is the complete information needed.  We use questions during our problem solving with customers but forget at times how effective they are during our conversations with our employees too.

In the Supervisor situation above we should ask

  • Why do you think Mary isn’t improving? Skill lacking or attitude?
  • What does Mary say about these skills?
  • Does Mary seem interested in improving?  What has she said or done to indicate this?
  • What have you done to help her?
  • What do you recommend doing now?
  • Is Mary in the right job here?
  • Have you discussed with the Quality team?  What do they think?

When we gather this type of information, we can determine whether the Supervisor has approached the issue clearly and logically or whether he or she is responding emotionally out of frustration.

For the Agent complaining about a process, some helpful questions would be

  • Why do you think the process is a problem?
  • What can be done differently?
  • Is this a problem for our team internally or for our customers or both?
  • If we made changes as you suggest, how would this affect the customers, your team, our business goals?

Of course, questions aren’t the complete solution.

If our employees are giving us useful feedback and suggestions from our probing questions, we must demonstrate interest and take action whenever possible to show support for their suggestions. If we are unable to implement or change something, we need to share that and the reasons why.

In the Supervisor example, if they are doing all the right things to coach and Mary is unwilling or unable to improve, we need to support the Supervisor if moving the agent to disciplinary action would be best.  Our actions will certainly speak louder than words.

In the case of the Agent, some are so frustrated that their suggestions aren’t acted upon or given feedback why they may not be implemented, that their positive suggestions now turn into whining and complaining mode.

Creating an open dialog with our agents and front-line leaders where feedback is welcome, utilized when possible or told why if not implemented, is key to turning the complaints and whining into productive wins for our customers, our business and the engagement of our agents and leaders.

So You Want To Become a Customer Service Leader?

Much has been written about what Contact Center and Customer Service Leadership should do to motivate, mentor and be successful with their teams. But what should an Agent or Customer Service Rep do to be successful in their quest for promotion?

1. Be willing to volunteer for projects

When there are opportunities offered and you make excuses or avoid them altogether, you send a clear signal about your initiative (or lack of it). Ask if there is anything you CAN help with. Even if there isn’t anything extra to do, your Manager will take note of your willingness to help.

2. Mentor others by being positive and encouraging

Are you the Agent the new hires like to sit with because you are knowledgeable and motivate them? Or, are you the Agent the new hires avoid sitting near because you complain about the customers or your work? Be welcoming and motivating and help your teammates succeed.

3. Stay out of the internal conflicts on your team and gossip mill

When people work together in large groups under high pressure as we have when the calls are coming in back to back, there are some who will take out their frustrations on co-workers or talk badly about management. Stay clear of these folks or you may find yourself accused of “stirring the pot” too.

4. Demonstrate the Customer Experience focus needed and Learn more about the Business

Ask for ways to improve your service skills and customer interactions. Don’t just wait for feedback and coaching. Show that you are open and willing to take feedback. Review the company goals, mission and educate yourself on how the business operates.

5. Suggest ways to help the business be successful and increase customer satisfaction

This is not complaining. This is, “I see an opportunity for ________ and I have a suggestion which will help by ______”. Don’t bring complaints. Bring solutions and ideas. When you do have suggestions, make them in a positive, factual manner, not using emotional talk.

6. Show up for work!

Enough said :-)

7. Express your interest in moving into Leadership

Ask your Supervisor to share ways you can reach your goal via classes, book recommendations, advice on skills needed. Improving your skills in Time Management, Coaching, Verbal and Written Communication, Dealing with Difficult People, How to Motivate, Team Building and How to create a great Customer Experience will help you get a jump start on what you’ll use in Leadership.

8. Self Honesty: Why do you want the promotion?

Be honest with yourself. Is it because of the new challenge and opportunity to grow or just the money you feel you “deserve” after working there for a while? There is a big difference between being a co-worker with your Agent friends and overseeing their schedules, quality issues and perhaps delivering “bad news” to them as a Supervisor. Do you feel you have what it takes to be successful?

…If you have some more ideas to help Agents develop the skills needed to join Leadership, I hope you’ll share them here.

A Special Thank you to Impact Learning for first publishing this article in May 2012

Quality Calibration: You say it’s 80, I say it’s 90…Let’s call the whole thing off!

I love visiting Contact Centers and working with Leadership and Quality teams.  After 30 plus years in the industry, I will say that I’m still happy with my career choice.  I certainly have had a lot of interesting experiences working with all those Centers, but nothing can compare to some of  those knock-down, drag-out Calibration sessions pitting Supervisor against Supervisor, Supervisor(s) against the Quality Analysts, Supervisors against Manager.  You get the picture.

As I’ve sat and observed the interactions, including the eye rolling, the almost name calling and the defense of what some participants described to a Supervisor as “your pet Agent”, I wondered where the Customer Experience was in all of this.

So many Calibration sessions become more about “I’m right and your wrong” finger-pointing when the scores don’t agree, than how this call affected the Customer. I’ve even seen some Managers avoid the whole infighting issue by just scheduling Calibration sessions once a quarter or even less frequently instead of taking steps to improve them.

In order to have productive (and yes professional) Calibration sessions, we need to set some ground rules, for instance:

1.  Opinions are just that…opinions.  Our monitoring should be based on facts, instead of rating the call high because “Mary means well” or “John’s worked here a long time”.

Consistency in how we rate Agent skills is important.

2. Listen for “Moments of Truth” for that Customer:  Accuracy, timeliness, problem resolution, empathy, listening – Did we take care of the reason for the call and if not, was it the Agent’s issue or a policy/procedure that prevented resolution (which needs revision if possible)?

Why did the Customer contact us and did we resolve? Why Not?


3. If you don’t agree on the scores, why not?:  discuss rationally, not emotionally.

Don’t take discussion personally

4. Make sure everyone understands what your Customers expect and need to have a positive Experience:  Customer Feedback, Surveys, comments Customer makes during the call, CSAT (Customer Satisfaction Score, or perhaps related to the Calibration fighting, I found out this also stands for Combatshootingandtactics.com :-) ).  Our monitoring may also include checks for sales skills and revenue generation but if the Customer is satisfied we know we have a greater opportunity to sell more.

 The Customer Experience


5. Repeat number 4…the Customer rules and providing what they need and want decides whether this call was an 80 or 90 or whatever scoring applies.

This is just some food for thought and I know there are more great Calibration ideas.  I hope you’ll share some of your Calibration stories here or on Twitter (I’m @mkcallconsult) or LinkedIn

The Rocky Road from Agent Peer to Supervisor

We spend a lot of time on Agent Skills development in our Contact Centers or in retail Service, with our CSRs.  Sometimes our front-line leaders such as Supervisors end up receiving little to no training in how to transition from an Agent role to that of Leadership.

We can’t expect them to be successful with just a title and procedures to follow.

Corporate classes alone won’t do it.

As Managers, we need to be responsible for helping them be the best.  They may have demonstrated some leadership type skills during their Customer interactions, but now, they’ll need to know how to tweak for their new Agent “customers”.

These are some key areas we can coach them in:

COMMUNICATION:  Help the Supervisor  understand the importance of sharing information with everyone on their team on a timely basis.   Having regular meetings with the team will ensure everyone has an opportunity to hear what is being shared and ask questions. Skills coaching and metrics feedback time with individual Agents is key for them to learn as well.

They can’t rely on a “whisper down the cubicles” communication style.

OPEN FEEDBACK: Make sure the new Supervisor understands that Leadership is not so much about telling as it is listening and being respectful of their Agents’ opinions.  They need to be willing to take constructive criticism from Agents as well as management.

Encourage them to ask Agents for suggestions.

CONSISTENCY: You’ll have major problems if the Supervisor says Yes today, No tomorrow and Maybe the next day.  Having a consistent message about the policies, procedures, the Customer Experience is important.  If something changes rapidly, the Supervisor needs to be prepared to explain why it has changed and keep credibility with the team.

Be credible.

VISIBILITY:  I preach that one a lot but it is one of the most common complaints I hear from Agents who say, “I only see my Supervisor when they arrive, go to lunch or leave for the day”.  Help your new Supervisor understand the importance of being out on the floor, doing side by side motivation and coaching, asking individual Agents how the calls are going…anything that shows they are interested and willing and able to help.  That includes rolling up their sleeves and taking a few calls in queue if wait times are bad.

Get out of the cubicle!

NO FAVORITISM:  This is one that often comes under Agent scrutiny with newly promoted Supervisors.  The danger here is for the Supervisor to appear to be showing favoritism in scheduling, coaching, work opportunities with Agents who may have been “friends” with them in the Center. Letting the new Supervisor know that this Agent attitude might be out there, but you will be supportive of their leadership decisions if  based on business needs facts, not friendship.

Base decisions on facts not feelings.

Your new Supervisor will quickly learn if you provide opportunities for training such as:

  • Scheduling shadowing time with “seasoned” successful Supervisors
  • Observing Agent coaching sessions you conduct and then conduct ones while you observe
  • Meeting daily when they are brand new and then weekly to discuss their progress
  • Develop an online or office library for Supervisors: provide Leadership videos, books, articles and discuss
  • Recommend company classes and outside Webinars on Leadership skills

Provide the same encouraging coaching atmosphere we offer our Agents and CSRs (hopefully!) and your new Supervisor will soon be filling those Leadership shoes.

Promoting Customer Service Agents to Leadership

Choosing the right agents to promote to front line Leadership roles in our contact centers and our customer facing service offices is often a challenge.

Most studies link poor Leadership to not only Employee Satisfaction drops but also declines in Customer Satisfaction.

From a high level view, we need to find a candidate who will provide our business with a positive mix of employee satisfaction, customer satisfaction and business results.

As proactive Managers, we should have a plan in place for both promoting Agents and supporting them by providing the training and coaching needed to be successful.

First, we need to establish expectations and goals for Agents to achieve on the path to Leadership.

We should explain to our Agents what is needed, why, and how to get there.

We also need to determine which skills are “must haves” and which are trainable. Length of employment should not be the prime factor in selection, but sadly this often happens as I see in the “Mary’s been here a long time and we don’t know what else to do with her” syndrome.

It’s important for us to review our job descriptions and update as needed:

  • Does the Supervisor or Team Leader job description truly reflect the current job and skills needed? 
  • When was the last time you “shadowed” them for a day to see what the work really entails?
  • Do you want new front line leaders to do some other work activities that require additional skills beyond current expectations? 

When you are looking at ways to identify some good Agent to Leadership candidates, how do their Agent skills demonstrate these key Supervisor skills?

♦ Follow-through:  Calls back customers on time, completes tasks as requested
Time Management:  Aware of time control on calls & project deadlines
Coaching: Mentors with new hires, offers to help with training
Analytical Thinking: Considers all possible ways to help customers
Motivation: Has positive “can-do” attitude & encourages others
Work Ethic: Good attendance, focused on customers and business results
Decision Making Empathetic but firm with necessary customer decisions

In future posts, I’ll focus on some other areas of Agent development and promotion.

Let me know what you think and what your own experience has been in selecting Agents who became great Leaders.

Coaching the Coach

Much of our focus with our Contact Center and Customer Service teams is on the performance and quality of our Agents.  We set goals, coach with them, monitor their customer interactions and reward for improvements or goals reached.

So how are we coaching our Supervisors?

Coaching for many of them is simply training, which often takes the  route of “canned” programs offered by Employee Development people who may never worked in a Contact Center and use modules which focus on skills used by every other department in the company such as Disciplinary Documentation or Dealing with Difficult People. Important skills to learn but missing many of the specific Contact Center skills needed.

Some Supervisors are sent to conferences or trainings offsite which offer presentations related to Customer Service or Contact Centers.  They learn a myriad of new ideas and are excited about what they’ve learned…for a week maybe…and then everyone goes back to business as usual for a variety of reasons (but frequently due to lack of follow-up by the Manager).

As often happens with Agent coaching, Managers will tell or give feedback but not interactively coach with their front line leaders. Meetings are held with the leadership team as a group to share information or discuss issues. Some Managers tell me that they “save time” by having these group meetings and don’t often have one-to-one Supervisor coaching times.

While there certainly is value in group sharing of issues and brainstorming, it doesn’t replace the opportunity for us to interact with and coach our front line leaders as individuals.

What are some ways we can coach our Coaches?

  • Monitor calls together.  What is their game plan for improving skills of the Agents on their team?  What do they recommend?
  • Observe them while they are coaching with an Agent. Coach with them privately afterwards discussing what they did well, find out why they coached things are certain way, suggest ways to improve coaching
  • Conduct a coaching session while they observe you and discuss skills afterwards.  Some learn by observing rather than reading about “how to” or listening to you or speakers discuss.
  • Ask instead of telling:   ask them what they think should be done to improve metrics, turn-over, skills, Customer Experience
  • Set goals and follow-up date to meet with them again to check progress made
  • Hold them accountable to meet deadlines and provide you with feedback on their coaching. They may not always be able to get coaching results with the “unable” or “unwilling” but you should set the expectation that they follow good coaching processes and provide you with reasons and data if coaching needs to become disciplinary action instead.
Many of the coaching skills and activities we use with Agents to help them improve can be adapted for our coaching with our Supervisors.

Accepting Excuses for Failure: Accountability

When I work with Contact Center and Retail Customer Service Managers, I always review job descriptions, expectations, goals and any tracking done related to front-line Supervisor/Team Lead performance.  I then observe what they actually do “on the floor” working with Reps and Customers.  Many times the job descriptions are several years old and don’t truly reflect which skills and expectations are needed for success with Customers or for the success of the Company.  Some are very accurate.  But comparing descriptions to activities is just one piece of the puzzle.

Hopefully we hire our Supervisors and Team Leads based on their skills and experience, and mentor them to be the best.  Unfortunately, some Managers are not holding Front-line Leaders truly accountable for the success of their teams. These Managers accept excuses or avoid changing the status quo.  They themselves are not being accountable for results.  This is a top down problem that affects employees, the company’s success and ultimately our Customers.

Here are some examples of  Managers’ comments to me when discussing poor team or individual performance:

“(On Supervisor not performing) She’s been a Supervisor here for 10 years. I inherited her and I’m stuck with her. She won’t change.”

“His team is the evening shift and you know how THOSE night people are.  They come from other jobs.  They’re tired.  He can’t do much with them.”

“Some of my Team Leads aren’t really interested in their jobs.  I’m not sure what they are doing out there all day”.

It’s clear from their comments that these Managers weren’t coaching and holding the Supervisors/Leads, or themselves as Managers, accountable for results. The last comment shows a Manager out of touch with what was happening in their own Center.

How can Managers take action to ensure expectations and accountability are understood and acted upon by both themselves and their Front-line teams:

1. Review their job descriptions, expectations and compare to the actual work being done.  Ask the Supervisors/Leads to give you feedback on what they spend their time on.  Sit with them and observe what they do. Update the Job Descriptions. Are expectations for them based on results needed for Customers and company success or just activities on a to-do list.  I know changing Job Descriptions is a pain, has to be sent to HR and out somewhere, etc.  but stop talking about it, take action and start the process now!

2. Make sure each of your Supervisors/Leads understand what is expected for best Customer Experience, Team performance and their own performance and support their accountability.   Reassure your Supervisors that if they demonstrate that they are truly coaching with a Rep and that Rep does not or will not improve, you will support their recommendation to place the Rep on a Performance Improvement Plan or other action plan.  Some Supervisors tell me that they try to do this but their Manager won’t approve it, despite good documentation on file.  These same Managers allow the Supervisor to coach and coach a problem Rep without results.  Sometimes this goes on for months and even years.  How does that affect a Supervisor’s attitude and that of the other Reps pulling the weight for the under performing ones?

3. Stop making excuses for poor performing Supervisors/Leads who aren’t coaching, motivating, meeting goals, not interested in their jobs.  What have you done to Coach with these leaders?  Are you avoiding conflict or acting as an enabler?  Just because a Supervisor has worked there 10 years or has a challenging team doesn’t mean they should be treated differently in respect to expectations and accountability. “Entitled” Supervisors will have a negative affect on their team and the other Supervisors.

4. Know how your Supervisors/Leads are performing by observing and working side-by-side with them out in the Center: You need to hold yourself accountable for their results.  Ask for input and give them feedback more frequently so you can support them and take actions needed on a more timely basis. If they are coaching monthly with Reps, are you Coaching monthly with each Supervisor/Lead so they can improve or just waiting for the Quarterly or Annual Review?

Accountability starts with you!

Guest Post: My Coaching Interview with Assistly

I was thrilled when Alyson at Assistly (http://www.assistly.com/) contacted me for an interview about my Skills Coaching work with my clients.  If you aren’t familiar with Assistly, they designed and market a Customer Care software tool that improves Agent workflow and support ticket management. Their enthusiasm for Customer Service and the Teams that offer Customer Support is evident in their blog posts and in the development of their technology for Contact Centers.  Needless to say, an interview request from a fellow Customer Service advocate was greatly appreciated.

The entire interview post is below.  Hope you enjoy! ~ Melissa

Customer Service Solutions: Coaching in the Call Center

Posted on June 8, 2011 by Alyson
Melissa Kovacevic

Editor’s Note: Melissa Kovacevic (company website: www.mkcallcenterimprovement.com) is a coach with 27 years of consulting experience working with contact centers and frontline retail teams to help them improve process, procedures, strategy, and skills.  She designs and presents customized training programs that help management, supervisors, and agents refocus on the customer as the central character in the support environment. Her role is a complex blend of teacher, diplomat, cheerleader, and psychologist.

The philosophy of exceptional customer service has been receiving renewed attention, and Melissa’s strategies and process working with all the members of an organization illustrate the way companies are aiming at a world-class customer experience. This recent interview with Melissa lets readers glimpse the issues facing contact centers.

What is the gating factor for a customer care consultant? Why would an organization bring in a coach?

Companies may recognize that they have talented people and also some who have not “gotten it,” or who can’t make the transition from book knowledge to applying that knowledge on the job. They may recognize a need for one-on-one training with any or all of the agents, or just with the supervisor. Some are seeing a decline in customer satisfaction or are having complaints from agents about how a supervisor is coaching them.

What kinds of things get in the way of a call center’s success?

One common practice is that management sets metrics for coaching to be done by the supervisors. It might be to monitor (listen in) to a certain number of calls a month, or fill out a skill rating form. Sometimes this is complicated by complex scoring, etc.

So, as a result, supervisors can spend most of their time trying to meet these metrics—thinking only in terms of those demands, and it’s a rush to the finish every month, rather than really seeing these tasks as an integral part of their everyday job. Coaching by the supervisor shouldn’t be performed to a checklist but rather to results.

This goes back to the maxim: “You get the behavior you reward.” If your reward to the supervisor is about meeting the numbers, that’s what they’ll give you. If you reward for quality improvement, forward motion, you will see a different path to meet the goals.

How exactly does the process play out as you conduct coaching?

The supervisor might single out agents who are responsive to coaching, with good attitudes. Then I ask for a few more challenging agents. The supervisor and I listen to the agent’s calls together and discuss how they handle skills such as empathy, asking appropriate questions, being proactive and other skills related to the customer’s experience on the call.

First, they observe me conducting an interactive coaching session and later, I will observe the supervisor conducting one. I teach supervisors how to uncover why those skills are lacking or are continuing issues for the agent and then how to be interactive with coaching activities related to those skills. I might suggest that the supervisor role play, and/or conduct side-by-side calls. Then we get back together to follow up and take a temperature check. It’s very much in the “teach a man to fish” philosophy. They learn by observing, doing themselves, and see the changes that occur.

How does management identify where to concentrate a coach’s expertise?

Often they want someone from the outside to assess and coach not only the supervisors, but also underperforming agents, including new hires or long-time agents with skills issues.

New hires sometimes need a training boost that a supervisor is unsure how to provide. Or the supervisor may realize that they were a bad hire but just continues to coach instead of realizing they are going nowhere.

And burnouts — well sometimes I work with agents who have been in the same phone position for 15 years. And they get stagnant, and the sad part is that the managers let them stay that way because they’re “legacy” agents who have been inherited during a merger or acquisition or from a previous manager . It sometimes becomes about keeping the legacy employee happy with the detriment to the customer. That type of agent may feel entitled to their job and forget that the customer needs to be the focus of their efforts. I help management look at these agents and decide if they are willing and able to improve or not.

How does burnout manifest itself?

Increased sick days, frequent absences, and “gaming the system”—finding ways to avoid working during times when they are permitted extra time to update records or other administrative duties. These techniques are all trackable by studying an employee’s availability at the desk and attendance.

But the biggest thing about this category of agent is that it seems more difficult for them to accept change and coaching. There’s an additional need to get them to change their attitude, and sometimes that is not possible. With these folks, it’s not about skills alone, it’s about a complete change of heart.

You really can’t train or coach attitude. You can train someone on people skills, what I call ‘soft skills’, but you can’t coach attitude. If a person is unwilling to change, that’s the hardest thing.

How long do you try to retrain someone in this state of mind?

If you coach the right way—and I mean interactive, helpful coaching—for 3 sessions, during a 4-8 weeks period to implement the ideas, you’ll be seeing an accurate picture of what that agent is able to do. We are not looking for perfection in a short window but if there is no improvement, management needs to move to the next step of disciplinary action.

Let’s talk about the role of management in this story.

Sometimes managers are hired for their bottom line skills and have no interpersonal skills. They have great operational skills. Or you can get the opposite—people who don’t have any operational skills but are excellent at the warm fuzzy stuff.

Organizations should look to promote not only based on seniority, but for skillset application. Do they know how to coach, motivate, and inspire a group of people? Ideally, you’ve got to end up with a blend of both operational and soft skills. As with the Agent coaching, sometimes you can teach people skills. Other people never get it.

Surprisingly, some managers don’t see the need for praise and support as part of their job. But it’s critically important to publicize good behavior all through the hierarchy. Some managers resist this. I’ll tell them, “You need to recognize the supervisor. They need praise and recognition. You need to pay attention to finding their strengths and tell them publicly how they are succeeding, or surprise them with something special.”

How important do you think it is to involve the C-suite in this process?

I think it’s very important. Top management understands the pain, but they’re not involved in the day to-day management. They may need to know that a supervisor or manager is in over their head—maybe they don’t have the education they need, or they’re just overwhelmed. At the mid level of management, people really need a supportive mentor. People who are promoted without that grounding influence may flounder.

Some of ideas I bring to coaching go back to my early career. I was lucky enough to have a mentor who taught me things that he had learned about motivation. I was taught on the job. Other people didn’t have the same time schedule as I did and didn’t have the benefit of that kind of mentoring. I owe a lot of my success to that lucky happenstance.

In what ways does coaching at this level change companies?

One thing, in a call center, sometimes there aren’t enough levels of duties and skills to inspire and encourage employees. For instance, I encourage my clients to let agents grow in different directions.

This isn’t that difficult to do, either. You can create skill combinations. Maybe people begin on the phone, graduate to phone and emails. Then they go to a combination of phone, chat, and emails, and so on. This creates a sort of job progression with opportunities for growth and promotion. I’ve seen companies create unofficial teams of employees responsible for outreach such as survey creation and ambassadorial roles.

You know, I just read something about this! Dr. Nicola J. Millard, Customer Experience Futurologist, has written a white paper titled, “Clouds, Crowds, and Customers: Doing Business as Unusual.” In the paper, Millard suggests that companies should match customers up with the most appropriate person within the organization—a kind of networked expertise. This idea is a lot like Assistly’s Whole Company Support doctrine. We think all customer care solutions and CRM tools should enable this kind of relationship building.

Absolutely. Another way to keep support agents vibrant in a call center environment is to assign opportunities to do something completely different in customer service—man the front desk, work the drive-through. Some contact centers are located in a retail branch location and that opens this opportunity for agents. This has the added benefit that supervisors see how people can handle themselves “under fire” when you have to work with people in person and balance the cash drawer at the same time.

At Assistly, we always say that it’s hard to have happy customers if your support agents are unhappy.

The best companies take a humanistic approach. They understand that they can’t let all the employees just do what they want, but they want to let them know that their focus is on both the customer and the employees. They make the employee aware that as long as it doesn’t compromise customer experience, they’ll work to make things easier and enjoyable for the team. An agent who is motivated and recognized for efforts—who is enjoying a customer-facing role—will definitely be a wonderful ambassador for a company.

“I’m a Supervisor, Jim, Not a Leader!”

Dr McCoy

If you were a fan of the Star Trek TV series, you’ll recognize my twist on Dr. McCoy’s catchphrase,  “I’m a Doctor, Jim, not a (insert job)” in my title.   The Doctor was often called upon to perform some task he had no training or skills to do.  In TV land, all this works out just fine.  In real life, not so much.

A similar situation sometimes happens when promoting a Call Center or Retail Service Rep into a Supervisory role.  The Rep is given a promotion because they had the following qualifications:

  • They were an excellent Rep: met metrics and/or quality expectations.
  • They knew how to be friendly with the Customers & their co-workers.
  • They understood every policy and procedure and could quote them upon request.
  • They came to work on time and rarely called in sick.
  • They worked in the Service/Sales Center for more than a year.

So what’s missing?

Unless a Supervisor was chosen for their Leadership potential, the ability to Inspire, Motivate and Coach in addition to their Service/good employee skills, they will often focus on what they have done well in their role as a Representative – taking a lot of Customer calls (not just escalated), socializing with the Reps during breaks so the Reps continue to “like” them,  ensure attendance and lunch schedules are met, and act as the walking encyclopedia of policies and procedures (strictly enforced of course and communicated that way to Reps and Customers alike).

All the Supervisory classes and all the mentoring in the world will still result in a mediocre to poor Supervisor for your team if you didn’t promote someone with the “right stuff”.

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