5 Strategies to Improve Agent Experience in the Call Centre


Rebecca Martin of Calabrio presents five quick tips to improve the agent experience, before sharing a Q&A transcript with industry experts.

Hot off the heels of industry events in Nashville and London, and all the great workforce engagement management (WEM) presentations I saw there, I’m reminded once again how tightly tied highly engaged employees are to superior customer experiences. You just can’t have one without the other.

Leading contact centres know this, and – time and again – we see them use five proven strategies to boost agent engagement, improve retention and enhance skill development to engineer better customer experiences from the inside out:

  1. Give agents greater control over work arrangements
  2. Invest in seamless agent workflows
  3. Empower agents with self-improvement tools
  4. Get smart about leadership
  5. Demonstrate the business value of the contact centre

That’s why I recently tapped Calabrio Contact Centre Analytics Consultant Robin Butterfield and Workforce Management (WFM) Consultant Laura Lukic for their expert insight on these strategies and what they see in the field. Here’s what they had to say.

How do you see contact centres adjusting their policies to give agents greater control over their work arrangements?

[Robin] Flexible scheduling and shift bidding are the two most common tactics I see used.

Also rising in popularity is letting agents self-serve online to see available paid time off (PTO), so they can proactively plan the best time to take a vacation.

[Laura] I agree—flexible scheduling and shift bidding are very popular. I also see shift trading to be a benefit agents value.

Typically, companies with good cultures get really creative with what they offer. And even though there are many things that can make agents feel they’re important, when you talk about the culture or the business, not all ideas are do-able. For instance, everyone loves the idea of working from home, but some businesses can’t offer it because of compliance reasons.

Luckily, there are other things you can do to create that kind of flexible environment that inspires agents to take ownership of the way they work. And ultimately, that’s what makes a great culture – having that kind of flexibility mentality built into your environment.

How do you see contact centres investing in seamless agent workflows?

[Robin] Omnichannel is a big tactic companies are using right now. Contact centres leveraging large WFM systems can use omnichannel to schedule different types of activities to interleave across different communication channels throughout the day.

The one caveat is that not all agents are effective across all channels – some people are great on the phone but not so great when communicating on chat or via email. So companies that implement agent workflows across multiple channels need to be dedicated to managing, training and coaching agents for an omnichannel world. Often that means different types of coaching for different types of channels.

[Laura] It may seem self-evident to say so, but when it comes to optimising workflows, processes are really important. There aren’t always many processes in place in contact centres, so I spend a lot of time explaining to customers which processes can help them run their business in the most optimised manner. Creating processes is important because what makes agents crazy is dysfunction in the contact centre.

For example, they have too many apps they’re supposed to use every day, and those apps don’t all talk to each other. It’s not an easy world out there for agents. And it’s easy to blame the software or apps for this kind of dysfunction, but problems often are caused by a lack of process.

Contact centres need sensible, documented processes in place that everyone understands and to which agents are expected to adhere and be held accountable.

Empowering agents with self-improvement tools is another WEM strategy. What are your thoughts regarding this approach?

[Robin] I’m a big proponent of allowing agents not only to log in to Calabrio to see schedules and time-off requests but also to self-serve in a variety of other ways using tools that give them access and empowerment. Let advisors:

  • Playback and listen to their own call recordings to proactively gather insights and reflect upon how they could have handled interactions in a more positive or effective way
  • Flag interactions on which they would like more coaching from their supervisors
  • Open files and recordings on their own, kind of like a library, so they can self-serve to look for calls for ongoing training and improvement
  • Self-serve on their evaluations, rather than waiting for bi-monthly coaching sessions, so they can reflect upon the evaluation themselves – advisors are often less defensive using this approach than when they receive that feedback from supervisors.

[Laura] What I like about modern WEM self-improvement tools are the full transparency into the business that they provide – what are the contact centre’s goals, how do those tie into the company’s core goals, what are we going to do to achieve them and how productive is the contact centre on a day-to-day basis?

It’s not enough any more to simply show quarterly or annual results – sharing and monitoring progress against metrics have to be ongoing processes. That means arming agents with tools that allow them to become better at what they do.

Companies can’t deliver great customer experiences if agents don’t understand in real time what they need to improve and how their efforts tie back to the company’s bottom line.

Agents have the most important role when it comes to the customer experience, so it’s critical that they feel like they’re an integral part of the business.

Getting smart about contact centre leadership is another top strategy we see used to implement WEM, but some companies struggle with this. What do you see?

[Robin] There are a ton of ways to go about this. One method I see used is leadership inviting agents to calibrate new agent evaluation forms.

By having agents QA new forms and then evaluate their peers, they buy into the process more than before because they’ve already completed the process in a training capacity.

Additionally, we have new streamlined functionality in Calabrio that openly encourages agents to appeal the evaluation process – they can either acknowledge the evaluation or acknowledge and appeal the evaluation.

[Laura] Know your contact centre leaders’ strengths and weaknesses because you want to make sure you have the right leaders in the right roles. For instance, some leaders are great with people while others are great with technology. This change alone will make a huge difference because it’s so important in the contact centre world.

Contact centre life is such a different, unique type of environment – you absolutely must make sure you have the right people in the right positions.

It is becoming a priority for contact centres to demonstrate the business value they deliver. What are the metrics they use or the ways you see them do this?

[Robin] The most powerful metrics a contact centre can use tend to be tied to the business’s overall objectives. The more direct the correlation between contact centre results and positive business results, the higher the perceived value of the contact centre.

That said, there are countless ways to demonstrate the business value of a contact centre. Some companies track the percent of time agents spend in “good” applications – this typically is measured as productive versus non-productive time.

I know a mobile phone retailer that used speech analytics and a list of common phrases indicative of customer complaints to find out why they were experiencing an increase in customer complaints. They discovered agents were giving wrong instructions on how to rectify a known problem with a SIM card, so they quickly updated their agent training documentation to resolve the issue and return to business as usual. And an appliance retailer experiencing an increase in customer inquiries discovered one of its refrigerator models had an issue with its handle.

Quickly, they rectified that problem by proactively notifying customers of the issue and their intended resolution for it before sending out a new handle from the manufacturer. By taking proactive action, they reduced future call volume and increased customer satisfaction.

[Laura] Contact centres are usually a company’s biggest cost, so it’s imperative they prove their value time and again. And it all kind of starts at the executive level. That executive level determines the business value of the contact centre, what its end goal is and who the key players are.

More and more today, the executive level is more involved in the contact centre because they want to make sure the contact centre – and the personality of the contact centre – is aligned with the goals of the business.

For more detail on the five strategies earlier discussed, read Calabrio’s white paper: Enhancing Contact Centre Agent Engagement

To find out more about Calabrio, visit: www.calabrio.com

Published On: 23rd Oct 2018
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