Do you run a call center and want to be sure that your team provides the best customer experience? Probably the best way to do this is by using our call center quality assurance checklist.
See how you can use our checklist to improve the efficiency of your call center’s customer service and ensure adherence to your code of practice.
The beauty of our call center quality assurance checklist is that it will help your team deliver better results in less time. It can be used before or after a call to ensure that you are providing the best customer experience possible.
Going through the checklist is also a great way to audit your call center performance and find areas where the team can improve. Have we mentioned how motivational it is to tick off a task as completed? Plus, everything will be kept organized.
An effective call center monitoring checklist can help you identify growth opportunities, regardless of whether you’re an agent or manager. You may notice things you usually miss or hadn’t noticed before.
A lot of companies use call monitoring software to record their calls so that they can evaluate them later and provide feedback if required. Depending on the type of company you work for, there may be specific regulations regarding when and how long calls must be recorded for.
Firstly, it helps you monitor and evaluate the team’s performance. Also, some clients may forget what they said earlier in a conversation or dispute their claims down the line – a recording will prove your case if necessary.
You can use contact center software that records calls automatically, or you can use a recording device like a microphone or headset. Whichever method you choose, be sure to test it out before your first call to avoid any surprises.
It is obligatory to inform your customers at the beginning of each call of being recorded for quality and training purposes.
Tip: When choosing call center software, remember to check its recording options. LiveAgent does, and it doesn’t impose any limits on how many of them you can keep.
Before each call, review the customer’s account and gather any information that you might need during the conversation.
Knowing the customer’s account details helps you provide better service and avoid having to ask them for basic details multiple times during the call. Gathering all relevant information before each call will help you avoid common mistakes, and speed up the resolution process.
Use a CRM system or ticket management software that contains all relevant information about your customers. Access and check previous conversations, so you will know if a caller is reoccurring who needs special attention when being handled.
Fill out the ticket with the following information:
Tip: if you’re using a CRM system, ensure that the customer’s account is linked to their phone number. That way, when you view their details, you’ll also see all the calls and chats they’ve had with your company.
Before you pick up the phone, prepare a script of what to say and how to handle specific situations if they come up. Have relevant documents or contact information readily available because they may be useful during the conversation (e.g. if a customer asks about their account balance).
It helps you stay organized and focused during the call, which in turn results in better customer service. You’ll be able to handle difficult situations with ease because you’ll know exactly what to say and how to react.
Before your conversation with the customer, you should write down what you plan to say and any questions they may ask. If you’re using LiveAgent, the whole process is a breeze. You can easily prepare for your calls by creating call scripts and notes, so you’ll have everything at hand when you need it and you’ll sound more confident during the call.
Tip: LiveAgent is a complex powerful tool for call centers, offering numerous advanced features. Furthermore, you can test it out with a free trial.
When a customer calls, they should be able to speak with someone within a particular time frame (the expected response time depends on your company’s requirements).
It shows that you’re attentive and that you care about your customers. It also helps avoid having customers hang up or go to another company because they couldn’t get through to someone in your call center.
Use a call center software that has an automatic call distribution (ACD) feature. This tool allows you to distribute incoming calls among agents in your team so that no one will be overwhelmed with work and everyone gets their share equally distributed. Because they can then manage their workloads much more efficiently, call center automation can really help relieve your call center agents of stress.
If a customer asks for some sensitive data, you should verify their identity by asking for information that only they could have access to.
It prevents fraud and ensures that your customers’ data remain secure. Verifying the identity of the caller is also helpful when more than one household member has access to an account.
Ask for information that only the customer could know, such as their account number or date of birth. Alternatively, you can ask them for contact information in order to verify their identity.
Tip: if you’re using LiveAgent, you can easily verify a caller’s identity by asking for e.g. their account number. This way, you’ll be sure that you’re speaking to the right person.
You should ask questions that are relevant to the customer’s inquiry. Make sure to do so in a polite and professional manner.
In order to gather necessary information about the caller’s issue and then determine how best to solve it. This way, you’ll be able to resolve issues faster while also improving your customer service.
Customer concerns, issues, and questions vary from one call to another. This means that you need different skills for handling them. Asking appropriate questions can be learned through continuous practice and training.
In addition to having the right attitude towards clients, create a script that guides them through every step of their calls, like what questions to ask first, etc.
You should always assure your customers that you are ready, willing, and able to help.
Providing assistance for your customers shows that you care about their needs and wants.
Listen closely for clues about what the callers might be experiencing. Afterwards, you should ask specific follow-up questions, to determine how to best serve them.
Use your voice tone to convey empathy for your customers’ concerns. This will make the caller feel like they are being heard and understood by someone who knows how best to help them.
You should have a caring attitude towards clients. Listen carefully and offer solutions that are best suited for each individual caller’s needs or concerns.
It shows that you care about your customer’s needs and wants by offering them assistance to solve their issues with a personal touch. This will build trust among your callers, which can lead them to become loyal customers in the future.
First take a moment to listen to what the customer is saying and then ask to clarify questions so that their concerns can be better understood. Listen attentively and show that you’re taking the caller’s concerns seriously.
If you can, try to put yourself in their shoes and understand where they’re coming from. In addition, it helps if you can use tone of voice to convey understanding towards the caller by saying things like “I know what you’re going through” or “That sounds like it’s really frustrating for you”.
Thank them for bringing the issue to your attention and let them know that you’ll do what you can to help resolve it.
A good agent is one who can ask their customers what they want from an interaction. If you know what they want, it will be easier to offer a solution that satisfies those needs or concerns.
When agents don’t spend enough time on this step, they might fail to resolve a customer’s issue completely and not only frustrate them but also make matters worse for everyone involved. Speed up the resolution process by finding out what the customer needs right away.
Start by asking the caller what their preferred resolution is. This could be anything from wanting a refund to simply hearing an explanation about what happened. Customer expectations should be a priority here.
If you’re not able to resolve the issue right away, let them know that you’ll get back to them as soon as possible with a solution. Keep in mind that if you don’t have enough product knowledge, some customers might want to speak to another person in your company about their concerns before making any decisions.
If you’re able to set realistic expectations with your customers, it helps resolve the issue in a more timely and satisfactory manner.
It helps avoid any confusion or misunderstandings that might occur during the call. Doing so will also let your customer know what to expect from you and how long the resolution process might take.
Let the customer know what is happening and what they need to do. Try to be clear and concise with your instructions so that there’s no room for misinterpretation on either side.
Also, inform your customers of any steps that they need to take in order to resolve their issue. For example, you might tell them what documents need to be sent over or how long it will take for a refund to be processed, if applicable.
If possible, give them an estimated timeframe for when they can expect a resolution.
If a customer’s issue can’t be resolved by an agent on their own, it might be necessary to transfer the call to a supervisor or someone else in your company.
It can help resolve the customer’s issue more quickly and effectively. In some cases, an agent might not have all the information they need to fully resolve the customer’s concern. By transferring a customer to a supervisor or another agent, you’re giving them the opportunity to get all the necessary information and support they need.
While the process may vary depending on the company, it is great if your contact center has call center software that makes the whole process much easier. When using LiveAgent call routing, you can transfer a call with one click.
Otherwise, you’ll need to transfer them yourself by asking for permission first and then calling the supervisor or another agent in your company who can help resolve the issue. That might be very time-consuming and increase your customers’ frustration.
Tip: agents should always make sure they’ve done everything in their power before transferring callers over, as to not waste any more time for them than absolutely necessary.
Once the agent has all the necessary information, it’s time to start resolving the caller’s issue.
It’s the goal of every customer service representative to resolve every issue as quickly as possible so that customers won’t have to spend any more time on the phone than absolutely necessary.
You should offer a resolution that is fair, reasonable, and takes into account the customer’s needs. It’s important not to overpromise, so if an agent doesn’t know if a certain solution is possible then it is better for them to say so rather than promising something unrealistic.
Some customers might be hesitant to agree to a resolution if they don’t understand the costs and benefits of it. To properly explain all pros of a customer’s policy, you must know it thoroughly.
The caller can make an informed decision about what they want to do and understand what they’re agreeing to.
Provide specific examples and explanations to the customer about how the resolution will benefit them or explain any associated fees. Be clear about any potential risks that might result from choosing one resolution over another.
Once the customer has agreed to a resolution, it’s important for them to know what will happen next. If they’re going to receive a refund or have something mailed out, when can they expect this to happen?
Customers want reassurance that their problem is being handled and that they’re not being forgotten.
Many customers don’t know what to expect after the call ends. That is why agents should always explain what will happen next and how the customer can get in touch with support again if necessary.
Minimize the effort and make sure your customers feel that you’ve taken care of their issue for good.
Ask if your caller has any further questions before you end the call.
It gives the agent a chance to wrap up the call and provide a positive ending, as well as let the client ask any final questions if any.
Don’t try to hide anything from the customers, and always tell the truth when responding. That means doing so even if what you say isn’t what the caller will want to hear.
Provide contact information so that the customer can get in touch with the support team.
Take a moment to thank the caller for their time and patience.
The importance of saying “thank you” can’t be understated – this simple gesture goes a long way toward keeping clients satisfied with their service experience. It also helps to build trust in agents and promotes loyalty by showing care for/toward customers.
Some agents might prefer a simple “thank you” at the end of calls, while others may want to add a personal touch by addressing the customer by name or adding a little comment.
After a call is over, it’s important to confirm that the customer is satisfied with how things were handled.
It allows agents to close out calls on a positive note and makes customers feel appreciated.
Ask the customer if they’re happy with the resolution and if there were any aspects of the call that they didn’t like, as well as what could have been done better.
Another way is to send a follow-up message with a survey link or further questions about how well the call went. This is probably a much more effective strategy than just asking because people will be more honest if they are not on the phone with a representative of your company. As a result, you will find out their true opinion immediately after the call.
After each call, the agent should evaluate their performance and rate their skills accordingly.
Identify areas that need improvement or training so that agents will be more prepared for any situation that might arise while handling calls.
The simplest way is for the agent to rate their own performance after each call, but another option is for a supervisor or other manager to do this on behalf of the agent.
You can also think about some motivational programs for agents to e.g. reward the highest-performing call center employees. Such an example is LiveAgent gamification. It brings some game elements to the work environment and engages the agents by rewards, rankings, and many other customizable features.
Feedback is more the responsibility of supervisors than agents. They should guide agents through the process of improving their performance.
Careful evaluation allows agents to learn from mistakes and grow as customer service professionals. This will result in higher customer satisfaction ratings overall.
The best way is with formal processes such as one-on-one/online meetings between supervisors and agents to discuss how each call went and what could have been done better next time around, etc.
If the agent’s performance does not meet your standards, refer them for training.
Training can help agents improve their skills and become more effective at providing customer service.
You may schedule a training session with the agent or provide them with additional resources to help improve their performance. Always provide opportunities for growth to all of your agents by providing educational courses or on the job training.
The following is a list of tips on how you can use our call center monitoring checklist:
Quality assurance in a call center is the process of monitoring and improving the quality of service provided by agents. It ensures that each agent provides excellent customer service consistently over time. By monitoring and improving the quality of service provided by agents, call centers can ensure that their customers are happy with the level of service they receive.
Monitor call center metrics and key performance indicators such as average handle time (AHT), customer satisfaction, or net promoter scores. You should also evaluate agent performance based on these criteria when you audit recordings or listen to live calls
Assure customers by verifying their identity, asking appropriate questions, and explaining the next steps in a clear and concise manner. Be willing to help customers resolve their issues and ensure that they are satisfied with the resolution.
You can evaluate the quality of a call center by listening to recorded calls, reviewing agent performance metrics (e.g. call length), and asking customers for feedback on their experiences with agents.
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