Presented by Upstream Works
First Call Resolution in
the Details
Our Question Today
Why is detailed repeat call tracking a must for
sustained FCR improvement?
If you are awash in a sea of data
wouldn’t it be nice to know where the
icebergs are?
To get their issue
resolved
Why do Customers Call?
To resolve the issue
What does the business want?
10 Steps to FCR
1. Be reliable and consistent
2. Be accurate and auditable
3. Cover all calls and other types of contacts
10 Steps to FCR
4. Actionable down to the individual agent,
individual customer, and individual interaction
level
5. Repea...
10 Steps to FCR
7. FCR rates should be able to be presented in
real time
8. Should be usable for agent incentives
9. Shoul...
5 Ways to Measure FCR
• No single mechanism is 100% accurate
• Multiple methods provide more detail
• Measure to improve!
#1 – Agent Logs
• Simple measurement
• Shows a clear management focus on FCR
• Real time measurement
• Biased by agent’s p...
#2 – CRM / Case Management
• CRM application must have history support
 Could be an IT project
• Manual process
• All cal...
#3* - Surveys
• Direct sampling of customer satisfaction rates
 Can have a negative impact on customer sat
• Subject to s...
#4 – Speech Analytics
• 80% Accurate
• Pinpoint simple errors on calls
• Subject to reviewer’s opinion
• May lack detail f...
#5 – Repeat Call Tracking
• Automatically collected
• Provides ‘actionable detail’
• Evaluates 100% of calls
• Does not re...
Find the paths
Follow the customer’s journey
Test - What Song is This?
always at be by can’t doin’ don’t ever free girl
going got I I’m know me night no now oh really
...
always at be by can’t doin’ don’t ever free girl
going got i i’m know me night no now oh really
see set side sleep so wann...
Data relationships are important
How customers and agents
interact
You Really Got Me – The Kinks
Girl, you really got me goin'
You got me so I don't know what I'm doin'
Yeah, you really got...
Fixing FCR
• Statistics 60% are agent related issues
 But that includes:
• Training problems
• Complex process issues
• L...
FCR in the Details
• Without the details you hit a brick wall
 Low hanging fruit only
 No information to manage agents
•...
FCR in the Details
• Provides information that is
 Detailed
 Not subjective
 Fair
 Unassailable
• Managed call driver ...
Agent Solve Rate
Barney Betty Fred Wilma
Weirdly
Fred’s FCR Rate: 28%
Fred’s Solve Rate: 57%
FCR Based Performance Management
Managing agents based on
whether or not they solve
a specific type of call properly.
Current PM techniques
• Performance Management Problem:
 Can’t identify and eliminate customers at risk
• You can identif...
Current PM techniques
• Performance Management Problem:
 Cannot relate efficiency to effectiveness
• If a call is NOT sol...
Current PM techniques
• Performance Management Problem:
 Call Centers are managed to averages
• AHT for any call type
• A...
Tying it all together
• Managed call reason tracking
• Customer surveys
• Call recording
The Answer
Interaction tracking and management inter-relates
agent and customer experience and provides tools
that can be ...
FCR Repeat Call Details…
• are ideal for managing agents
• provide a system for ongoing improvement
• target surveys to ag...
Business Interaction
Management
Track and save the entire interaction as it
happens. It’s easier to use and understand la...
Customer Insights
Customer
Experience
Performance
Improvement
Performance
Management
Training and
Staffing
Process
Improve...
Business Interaction Pain Points
• Problem: No methodology or technology used
provides a single comprehensive and auditabl...
Upstream Solution
• Upstream Works’ Business Interaction
Management, makes the collective of customer
interactions visible...
Next In Series
First Call Resolution: How Does Email Impact
Customer Satisfaction?
www.upstreamworks.com
Download the whit...
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First Contact Resolution in the Details

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The unfulfilled promise of CRM was to capture customer interactions with your business. This gap is filled by using business interaction management. See how interaction capture and management can drive signifcant improvement for FCR.

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First Contact Resolution in the Details

  1. 1. Presented by Upstream Works First Call Resolution in the Details
  2. 2. Our Question Today Why is detailed repeat call tracking a must for sustained FCR improvement?
  3. 3. If you are awash in a sea of data wouldn’t it be nice to know where the icebergs are?
  4. 4. To get their issue resolved Why do Customers Call?
  5. 5. To resolve the issue What does the business want?
  6. 6. 10 Steps to FCR 1. Be reliable and consistent 2. Be accurate and auditable 3. Cover all calls and other types of contacts
  7. 7. 10 Steps to FCR 4. Actionable down to the individual agent, individual customer, and individual interaction level 5. Repeat reasons should be identifiable 6. Repeat reasons should be accurate and manageable
  8. 8. 10 Steps to FCR 7. FCR rates should be able to be presented in real time 8. Should be usable for agent incentives 9. Should be usable for coaching 10.Should be an ongoing and sustainable process
  9. 9. 5 Ways to Measure FCR • No single mechanism is 100% accurate • Multiple methods provide more detail • Measure to improve!
  10. 10. #1 – Agent Logs • Simple measurement • Shows a clear management focus on FCR • Real time measurement • Biased by agent’s perceptions and motivation • Manual process • Minimal improvement detail
  11. 11. #2 – CRM / Case Management • CRM application must have history support  Could be an IT project • Manual process • All calls and call types are not tracked  Number of calls ≠ number of cases • Requires single CRM application
  12. 12. #3* - Surveys • Direct sampling of customer satisfaction rates  Can have a negative impact on customer sat • Subject to survey bias • Must be immediate • Not actionable to the agent level  Can’t use for agent incentives * - OK if you’re following along the series, I’ve collapsed these three into a single category!
  13. 13. #4 – Speech Analytics • 80% Accurate • Pinpoint simple errors on calls • Subject to reviewer’s opinion • May lack detail for improvement • Sampling technology - prohibits related (original) call evaluation
  14. 14. #5 – Repeat Call Tracking • Automatically collected • Provides ‘actionable detail’ • Evaluates 100% of calls • Does not rely on “impressions” • Provide tactical and strategic improvement details • Provides agent management metrics that are fair
  15. 15. Find the paths Follow the customer’s journey
  16. 16. Test - What Song is This? always at be by can’t doin’ don’t ever free girl going got I I’m know me night no now oh really see set side sleep so wanna what yeah you your • All the words are here • Repeated words are removed • The relationships between the words has been removed!
  17. 17. always at be by can’t doin’ don’t ever free girl going got i i’m know me night no now oh really see set side sleep so wanna what yeah you your
  18. 18. Data relationships are important How customers and agents interact
  19. 19. You Really Got Me – The Kinks Girl, you really got me goin' You got me so I don't know what I'm doin' Yeah, you really got me now You got me so I can't sleep at night Yeah, you really got me now You got me so I don't know what I'm doin', now Oh yeah, you really got me now You got me so I can't sleep at night You really got me You really got me You really got me As I said, relationships are important!
  20. 20. Fixing FCR • Statistics 60% are agent related issues  But that includes: • Training problems • Complex process issues • Lack of process issues • Manage the customer experience by managing the agents!
  21. 21. FCR in the Details • Without the details you hit a brick wall  Low hanging fruit only  No information to manage agents • FCR detailed for every interaction!  Same customer  Same call reason  Timeframe for that call reason
  22. 22. FCR in the Details • Provides information that is  Detailed  Not subjective  Fair  Unassailable • Managed call driver compliance • Uses solve rate for targeted coaching
  23. 23. Agent Solve Rate Barney Betty Fred Wilma Weirdly Fred’s FCR Rate: 28% Fred’s Solve Rate: 57%
  24. 24. FCR Based Performance Management Managing agents based on whether or not they solve a specific type of call properly.
  25. 25. Current PM techniques • Performance Management Problem:  Can’t identify and eliminate customers at risk • You can identify if someone tweets bad things about you but can’t determine what they did in the call center • Solution:  Business Interaction Management  Identify risky and repeat calling patterns • Huge opportunity for recovery • Directly affect customer churn and Life Time Value
  26. 26. Current PM techniques • Performance Management Problem:  Cannot relate efficiency to effectiveness • If a call is NOT solved, the call was too long (regardless of length) • Solution:  Business Interaction Management  Connect customer and agent experiences • Find that some agents make it worse on the first call • Poor processes driving multiple call backs / issues
  27. 27. Current PM techniques • Performance Management Problem:  Call Centers are managed to averages • AHT for any call type • All calls are measured the same • Solution:  Business Interaction Management  Differentiate between call types  Manage specific call types / interactions • Gets agents working faster • Specific call type coaching
  28. 28. Tying it all together • Managed call reason tracking • Customer surveys • Call recording
  29. 29. The Answer Interaction tracking and management inter-relates agent and customer experience and provides tools that can be used for ongoing day to day management.
  30. 30. FCR Repeat Call Details… • are ideal for managing agents • provide a system for ongoing improvement • target surveys to agents and interaction chains • locate and improve call recording usefulness • are core to business interaction management
  31. 31. Business Interaction Management Track and save the entire interaction as it happens. It’s easier to use and understand later Provide in-your-face interaction context that’s role tailored for personalized service Pre-built best practices analytics
  32. 32. Customer Insights Customer Experience Performance Improvement Performance Management Training and Staffing Process Improvement All customer channels
  33. 33. Business Interaction Pain Points • Problem: No methodology or technology used provides a single comprehensive and auditable view of how customers interact with a business. » Result: Averages are used to allocate funds to drive customer loyalty and reduce costs across the multiple interaction channels in use today.
  34. 34. Upstream Solution • Upstream Works’ Business Interaction Management, makes the collective of customer interactions visible, accountable and controllable – Combines technology and a methodology to track individual customer interactions across the business – Links outcomes to supporting interactions – Puts the collected information into a powerful form – Compliments existing applications and infrastructure
  35. 35. Next In Series First Call Resolution: How Does Email Impact Customer Satisfaction? www.upstreamworks.com Download the whitepaper from our website: Increasing Call Center Effectiveness Through First Call Resolution
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