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Page 1: Holiday Staffing for Contact Centers - Prepare for the Holiday Rush!

Holiday Staffingfor Contact Centers

Three Pivotal Tips to Prepare for the Holiday Rush & Optimize the Customer Experience in Your Contact Center

What is your strategy this holiday season for offering your customers the highest level of service while maximizing the profitability of each customer interaction?

Check out the tips below to ensure your contact center is prepared during the holiday rush to deliver optimal customer service.

Use One Screen toRule Them All

Provide Access toCritical Customer Data

Provide Holiday Worker Incentives for Millennial, Seasonal Employees

• Create a customer 360 view that will tap into different systems that contain customer information from a single window!

• Decrease costly and time-consuming training time for contact center agents

• Create seasoned agents that can spend more time interacting with the customer and making sales – not navigating multiple systems and copying/pasting data

• Provide agents with access to real-time data including accurate pricing and inventory availability to communicate to customer• Agents must be able to access multiple systems with limited navigation system to system• Present “Next Best Offer” guidance to the contact center agent to drive increased revenue and leverage cross-sell and up-sell opportunities

Drive holiday sales and help agents meet sales quotas as well as increase upsell and cross-sell metrics for incentive pay by using “gamification”—gaming techniques used in the workplace to achieve levels of performance and engage the millennial generation

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Customer Number 2001

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Automation

Jane

1101 Michigan Ave.

Logansport

IN

46947

678-527-5400

785-44-1234

Last Name

First Name

Address

City

State

Zip

Phone

SSN

Notes

Checking

Account Types

Description

Amount

Balance

MAINFRAME – XTRA Xtreme

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Home

Date: 08/08/08 OpenSpan Real-World Scenerios

Hour: 19:34

Account: 2001

Status: Closed

Credit Cards: Visa/MC: Y Discover: N

Account Activity

Type: Comments

Merchant ID: 2382-001

Account Detail

Contact: Jane Automation – Service Cloud Console

SEARCH SERVICE CLOUD CONSOLE

Jane AutomationHome OpenSpan

Credit Card2382-8501-4510-3891

Credit Score785

Jane Automation

Edit Delete Clone Work With Portal Trouble Shoot Trouble Shoot KM

Name

Name

Name Reports To

Contact Owner

Days since last activity

Notes

AccountID

Phone

Mobile

Email

Jane Automation

703-654-9875 52

Gary Goldstandard

I changed a note

[email protected]

Interaction Log

Name Related To Notes

Subject

Jane Automation

CTI Screen Pop

Answer Hangup Next Call

Automation

Jane

2001

785-44-1234

Last Name

Incoming Call Details

Phone Number

First Name

Account Number

VoIP Call

#2

TellerPro v1.0

Client DetailsSearch

Save

Clear

Customer Number 2001

Home

Automation

Jane

1101 Michigan Ave.

Logansport

IN

46947

678-527-5400

785-44-1234

Last Name

First Name

Address

City

State

Zip

Phone

SSN

Notes

Checking

Account Types

Description

Amount

Balance

MAINFRAME – XTRA Xtreme

File Edit View Tools Session Options Help

Home

Date: 08/08/08 OpenSpan Real-World Scenerios

Hour: 19:34

Account: 2001

Status: Closed

Credit Cards: Visa/MC: Y Discover: N

Account Activity

Type: Comments

Merchant ID: 2382-001

Account Detail

Contact: Jane Automation – Service Cloud Console

SEARCH SERVICE CLOUD CONSOLE

Jane AutomationHome OpenSpan

Credit Card2382-8501-4510-3891

Credit Score785

Jane Automation

Edit Delete Clone Work With Portal Trouble Shoot Trouble Shoot KM

Name

Name

Name Reports To

Contact Owner

Days since last activity

Notes

AccountID

Phone

Mobile

Email

Jane Automation

703-654-9875 52

Gary Goldstandard

I changed a note

[email protected]

Interaction Log

Name Related To Notes

Subject

Jane Automation

CTI Screen Pop

Answer Hangup Next Call

Automation

Jane

2001

785-44-1234

Last Name

Incoming Call Details

Phone Number

First Name

Account Number

VoIP Call

OPEN DASHBOARD

CUSTOMER INFO

TELLER PRO SALESFORCE

MAIN FRAME

First Name

Last Name

Checking #

SSN

Street

City

State

Zip

Acct. ID OS Acct. ID

FICO Score CC#

Jane 1101 Michigan Ave 2001 2345-2001

2382-8501-4510-3891785

Logansport

IN

46947

Automation

1703-224-9002

785-44-1234

Opening Date:

Account #:

Balance ($):

CURRENT OFFERS AVAILABLE TO CUSTOMER

NOTES Standard: 76

Goal: 85

Quality: 96

NAME

ACCOUNT TYPE:

Checking Savings Credit Card PLATINUM CARD85

10/12/12

86-7659-2001

597.87

#1

#3

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With these key tips the hectic holiday season can become simple and streamlined. Consistent, high level customer service can be achieved even with temporary holiday hires. Give your seasonal workers the

information and tools to discover a Better Way to Work.

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