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2014
Acceleration Services
Copyright 2014 Sales OverDrive® Sales and Marketing Acceleration 2
Turbo Charging Profits with Technical Support Focus and Understand Current Strategy, Processes & Team Duration: First 30 Days Develop and Enhance Infrastructure and Incident Management Processes Duration: First 30 Days Recruit, Train & Deploy Superior Talent Duration: First 30 Days Optimize Performance – Meticulous Coaching, Mentoring & Performance Optimization Duration: Continuous IT Leadership – Ongoing Management, Technical Support & Best Practice Capture and Reuse Duration: Continuous
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Copyright 2014 Sales OverDrive® Sales and Marketing Acceleration 3
Comparative Models
OverDrive Model Trained, Permanent Support Staff
Focused Team with Personal Touch
Dedicated CSR or Group Approach
Process-Based Approach
Centralized US and Philippine Management & Support
Client Technologies Supported
Rich Knowledge Databases
Incident or Problem Defined and Solutions Reused from Knowledge-base
Client-Specific Methodology
Efficient, Permits Client Insight
Hourly, Fixed Fee or Incident Pricing
Typical Call Center Model Lower Skilled, Transient Workers
Lone Wolf, Transactional or Metric-centric Mentality
Labor Pool Focused on Crisis Situations
Semi-Random Problem Resolution
Limited or Native Supervision and Training, Absentee Owners
Client Loses Technology Investment
Client Dependent, Limited Data Capture
Ticket Resolution is Total Focus, No Relationship Development or Learning to be Proactive
Generic or No Methodology
Heavy Client Soft Costs, e.g., “Sneaker Net”
Hourly Pricing is Time & Material
Copyright 2014 Sales OverDrive® Sales and Marketing Acceleration 4
Why OverDrive Technical Support Works Time Management Expertise Incidents are geographically organized & scheduled for best use of regional support resources and employee time. Severity is identified and prioritized in our IT service management process.
Quality Driven We provide three levels of support across four (4) subject matter domains (end-user, server, network and enterprise software applications): 1) Customer Service Representatives (CSR), 2) Technical Analysts (TA) and 3) Systems Engineering (SE). Each level must pass an ISO industry standard test to earn the title of CSR, TA or SE. We provide ongoing coaching and training that reduces call abandonment and mean time to resolution while increasing first call resolution so your employees remain effective at reducing costs, increasing revenue and improving the quality and image of your organization. Training includes technical skills, people-skills and management skills. SEs become team leads and center managers who use inspiration and innovation over long term careers to ensure a quality outcome for our clients.
Expertise We target between 20 and 25 incidents per CSR for an 8 hours shift, providing your organization with the peace of mind in knowing your employees are focused on your business rather than computer downtime.
Copyright 2014 Sales OverDrive® Sales and Marketing Acceleration 5
Why OverDrive Technical Support Works Script-Driven Conversations Our scripts are primarily a list of questions we need answered; however, innovation and inspiration are packed into the dialog so that we form a relationship with each employee. This personal touch ensures a favorable employee experience that increases adoption of our services.
Escalation Handling Our triangle skill set (technical, service and people) enable us to resolve level 1 incidents on the first call for end-user systems; however, more advanced incidents require escalation to level 2 analysts and possibly level 3 engineering.
CSRs will continue to ask questions to document more severe or advanced incidents and ensure level 2 TAs receive the “hand-off” efficiently so your employees remain efficient.
Information Capture (Speedometer) Because our process is thoroughly scripted with a personal touch, we create vital problem resolution information that your organization might not have learned otherwise.
We provide detailed problem circumstances, the first step in turning employee support needs into solutions that can be referenced on future calls to reduce mean time to resolution.
Copyright 2014 Sales OverDrive® Sales and Marketing Acceleration 6
What Makes Technical Support Professionals Superior
Metric & Motivation Management Process (Tachometer) Hourly and daily metric dashboards define productivity; however, our center leadership uses inspiration to motivate world class support outcomes for our client employees.
Problem resolution analysis and “listen-ins” creates real-time improvements in critical people skills, such as, critical thinking, conflict resolution, active listening (mirroring) and empathy.
Personnel Adjustments For Dedicated CSR services, we assign CSRs to clients based on their technical experiences and people skills of inspiration and innovation, creating confidence and enthusiasm, and increasing productivity.
CSRs with geographic expertise are aligned with employees of a specific region to increase the likelihood of forming a relationship based on area affinity. Many CSRs were Inside Sales Professionals (ISP) in our outbound lead generation services and can empathize with employees who may be direct sales professionals.
Training and Monitoring CSRs, TAs and SEs are monitored and reviewed daily, instilling consistency and leveraging success.
Copyright 2014 Sales OverDrive® Sales and Marketing Acceleration 7
Tachometer and Speedometer Details
Speedometer (see slide) Our technical support stage assessment enables value driven workflow, based on the incident management process stages within the account record, stages that are unique to every client’s support cycle because of the technologies employed, e.g., custom software.
Speedometer measurements are tailored to, specific client objectives, a profiling of the account, and creating value based on the circumstances within each organizational environment.
Question based scripts are built into every contact record (omitted from slide for confidentiality purposes), enabling a detailed information transfer.
Tachometer (see slide) Our dashboard metric analysis, managed in hourly increments, shows the progression of calls as we progress, enabling us to use percentage based trend analysis, rather than isolated steering, to drive our decisions.
Statistical summaries and trends allow you to see exactly what happened and why it is happening – granular accountability, rather than the self serving summaries on which outsourcing forms typically rely.
Copyright 2014 Sales OverDrive® Sales and Marketing Acceleration 8
Speedometer Value Driven Workflow Support stage assessment sourced
Unique client incident queue and escalation
CSR dashboard with severity colors, mix, urgency
Speedometer Measurements Tailored to specific client objectives
Employee profiling
Question Based Scripts Built into every client record
Answers, actions and resolutions stored by type
Copyright 2014 Sales OverDrive® Sales and Marketing Acceleration 9
Tachometer
Dashboard Metric Analysis Managed in hourly increments
Shows incidents in progression as support progresses, enabling the use of percentage based trend analysis, not isolated steering, to drive our decisions
Statistical Summaries and Trends Allow you to see exactly what happened and why it’s happening
Granular accountability, rather than the self serving summaries on which outsourcing forms typically rely
Map metrics to Satisfaction Survey so we know why we are the best, where to make changes and how to replicate success.
Copyright 2014 Sales OverDrive® Sales and Marketing Acceleration 10
What Does it Take to Participate in the Pilot Program
§ Certain departments and RVP’s must agree to participate and hold weekly conference calls with OverDrive management.
§ Employees must agree to keep open and honest dialogue with their OverDrive technical support counterparts to calibrate services.
§ Employees must agree to answer Satisfaction Surveys that the OverDrive team schedules for them.
§ Client must use the ITSM application selected to see and complete the incidents.
Copyright 2014 Sales OverDrive® Sales and Marketing Acceleration 11
Overview of Benefits § Identify and resolve problems quickly, reduce expense and, when combined
with lead generation, increase revenues and profits
§ Gain immediate access to high performance technical support and technology
§ Eliminate turnover and improve employee performance five fold
§ Five to 20 times reduction in support costs and much lower cost per idle employee
§ Scalability, risk mitigation, industry expertise, performance management
§ Sales OverDrive assumes full responsibility for performance and professionalism
Copyright 2014 Sales OverDrive® Sales and Marketing Acceleration 12
We invite you to visit our website at www.SalesOverDrive.com for more information.
Or please feel free to contact our Corporate Headquarters
Office: 866.294.6767
Bob Howard 214.498.9649 Cole Whitney 972.345.7537