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TELECOMM | CUSTOMER SERVICE

Adviser Aid Tool

How to boost CX with text-reassurance and improved documentation while increasing productivity

Situation & Challenge

After launching a new CRM that was still under development, this client faced challenges that negatively impacted both their customer and employee experience.
• System generated texts were not being sent resulting in call volumes increasing and FCR dropping due to a high rate of repetitive callbacks as customers were not adequately reassured that their requests are being fulfilled or issues are being resolved.
• Only 17% of agents sent assurance and confirmation text messages to improve customer experience and build trust yet drafting the messages consumed a lot of time and they often contained grammar mistakes, format inconsistencies, or an unprofessional tone, further damaging the brand image, reducing trust and increasing AHT.
• The fulfillment rate of callbacks and follow-ups was below 68% due to agents relying on sticky notes to keep track of their callbacks, resulting in forgotten follow-ups.
• The lack of proper case documentation led to documentation non-compliance reaching 46% with agents compromising proper documentation for the sake of AHT.
• The system’s inability to track call types hindered the ability to measure customer experience scores (NPS, ASAT, FCR, AHT) per call type/contact reason.

Solution

A desktop application to empower agents with the tools required to deliver the desired experience to our customers with more simplicity and less impact on other operational targets. Communication emails were sent to build awareness of the tool, use cases and purpose prior to the launch. Utilization reports were developed, and utilization was introduced as a target during the nesting phase with a gateway of 70% and included in weekly performance dialogues to build dependence. The tool was designed to:
Generate personalized assurance and confirmation text message templates based on the selected call type and required assurances, reducing the time and effort
required from agents, improving the CX, reducing AHT, increasing FCR and in turn reducing repetitive calls.
• Generate case documentation based on call type and additional factors selected that comply with company standards while providing agents with the ability to edit and amend the documentation if required.
• Provide a callback and follow-up management tool that provides alerts with full case descriptions, prompting agents to fulfill the callback or snooze if engaged in an interaction and send a text message to notify the customer they are still to receive
the promised callback.
• Log the tool utilization info, call timing and caller info to measure NPS, ASAT, FCR and in certain cases AHT per call type and feed a real-time dashboard to provide the management with insights into customer interactions, contact reasons, trends and bottlenecks.
• Provide agents with a performance score-card to know where they are standing and development opportunities.

Solution Steps

✓ Call Volume Reduction.
✓ Complaints Reduction.
✓ AHT Reduction.
✓ GWG & Compensation Reduction.
✓ Enhanced Reporting & Analytics.

Results

0

Points increase in
nesting teams NPs

0 %

Increase in
First Call Resolution

0 %

Decrease in Doc.
Non-Compliance

0 %

Decrease in
Unfulfilled Follow Ups

0 +

Hours Saved in
manual work

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