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Service Metrics for Customer Service

Service Metrics for Customer Service

1h 15mIntermediate2017-08-31

Authors

Brad Cleveland

Brad Cleveland

Customer Strategy, Management, and Omnichannel Services Expert

Course details

Establishing the right metrics to support effective customer service requires a solid understanding of how metrics work, how metrics are interrelated, and what the uses and limitations of metrics are. Wisely employed, the right metrics help guide decisions, support collaboration, and encourage better performance. But metrics that are incomplete, unfair, or misapplied can send the wrong messages, negatively impact customers and employees, and lead to inefficiencies.

This course covers, in a step-by-step fashion, why metrics are important, which metrics matter the most, how to interpret results, and examples of how successful organizations leverage metrics to improve decisions and performance. Whether your service operation includes face-to-face services, contact centers, social media, self-service, or any combination, this course provides practical know-how, real-life examples, and guidance for implementing and using the right metrics and establishing meaningful goals.

Learning objectives
Identifying customer expectations
Avoiding pitfalls
Essential metrics for the service operation
Identifying alternatives for measuring engagement
Engaging support that drives the right behaviors
Key areas of focus for individuals
Assessing service interactions
Calibration and coaching
Clarifying responsibilities

Skills covered

Customer Service ManagementCustomer ServicePersona

Concepts

0. Introduction

  • 01 - Welcome
  • 02 - What you need to know before watching this course

1. The Importance of Service Metrics

  • 03 - The case for effective service metrics
  • 04 - Understanding customer expectations
  • 05 - Pitfalls to avoid

2. Metrics for the Service Operation

  • 06 - Essential metrics for the service operation
  • 07 - Workload forecast and resource management
  • 08 - Accessibility and quality
  • 09 - Employee engagement
  • 10 - Customer satisfaction and loyalty
  • 11 - Strategic value

3. Metrics for Individuals

  • 12 - Two key areas of focus for individuals
  • 13 - Assessing service interactions
  • 14 - Calibration and coaching

4. Communicating and Using Metrics

  • 15 - Ensuring metrics are SMART
  • 16 - Root cause analysis - Non-statistical
  • 17 - Root cause analysis - Statistical
  • 18 - Clarifying responsibilities

Conclusion

  • 19 - Continuous improvement

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