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The following 10 guidelines provide a logical, step-by-step process for developing and managing a call center operation.
Determine the size of the facility and the number of service representatives. Real estate and labor are two key cost factors in any call center operation.
These will include: PBX, voice mail, automated call distribution, computer telephony integration, and network equipment, such as routers, servers, and desktop PCs.
Channels will include e-mail, chat, phone, Web forms, text chat, VoIP.
Typically, these systems will be those that contain customer information-data warehousing systems, accounting systems, and contact information.
Call centers must be able to handle multiple customer channels. Integrated systems help customer representatives answer questions more quickly by having more customer information available to them. Integrating with the Internet is critical, as it provides more avenues for assisting customers with chat, self-help, and live agents.
Implement best practices-workflow and e-mail routing-for skills-based routing capability. Establish hours of operation and standard procedures for handling calls.
Establish a hiring and training budget. Hire skilled individuals and provide training, retraining, motivation, and rewards. Identify required skills and set appropriate goals to keep representatives trained.
Make presentations to management regarding budgets and benefits. Factor in all costs, including training, hiring, hardware costs, deployment, and integration.
Software for monitoring service levels and performance is the key to measuring call center results. Survey customers to ensure satisfaction. Evaluate response times. Utilize reporting tools and continue to improve service.
The CSR is the lifeblood of the call center and it is important that these employees be kept up-to-date on the tools used in the center and that their job functions be kept interesting and challenging.
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