How can you create a continuous improvement program for customer service operations?
Customer service is not a static function, but a dynamic process that requires constant evaluation and improvement. To deliver exceptional customer service, you need to create a continuous improvement program that aligns with your business goals, customer needs, and team capabilities. In this article, you will learn how to design and implement a continuous improvement program for customer service operations using four steps: define, measure, analyze, and improve.
The first step of creating a continuous improvement program is to define your objectives and scope. What are you trying to achieve with your customer service operations? How do you measure success? What are the key areas of focus and the boundaries of your program? You need to have a clear vision and a specific scope for your program, so that you can align your actions with your desired outcomes. You can use tools like SMART goals, SWOT analysis, and customer feedback surveys to help you define your objectives and scope.
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Abdelhamid Hafez
Partner Technical Advisor at Microsoft
Absolutely, never forget though that it all starts with what the business wants, while Improvement is a perpetual process, one should not forget the main objective of satisfying the business goals and objectives.
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Wright S.
Saas | Strategy | Operations Management| Fascinated by the intersection between People, Tech, Business and Life
Defining your objectives and scope is crucial for a successful continuous improvement program. Start by clearly stating what you aim to achieve with your customer service operations. Determine how you will measure success, identify key areas of focus, and set boundaries for your program. Having a well-defined vision will ensure your actions align with your desired outcomes. Utilize customer feedback surveys and relevant analysis tools to assist in this process.
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Faith Ojwang
Senior Financial Advisor(Global Market -Mansa x)- Standard Investment Bank, Business banking, Trade Finance Specialist
Customer service is the backbone of an organization's success. A company can have good products and services in the market but if its customer care is poor this can limit its chances of success. An organization should make they have good communication channels, and advanced technology and train staff to take care of client's queries and complains.
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John Becker
Business Analyst at Milk Specialties Global
I disagree with the traditional "analyze and assess your way into improvement" when it comes to person-to-person interactions that define most customer service. Accountability to the customer outcome should be #1 priority. Track, review, and assess customer service operations. This is the groundwork that aligns expectations and purpose of those employed on the frontline of support.
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Navjyot Kaur Sandhu (She/Her)
Senior Talent Advisor & Mentor Extraordinaire at SoftwareOne | M.S.C Strategy, Innovation, and People Management at University of Galway | Your next-door diversity advocate and Interview Trainer
The ways to improve the customer experience is to get as much feedback as you can and then reflect on it. Feedback doesn’t always need to be in the forms format. 1:1 interviews really are helpful. Another way is to always keep modernising the trending tool knowledge and help the teams get access to customer dashboard.
The second step of creating a continuous improvement program is to measure your current performance and gaps. How well are you delivering customer service according to your objectives and scope? What are the strengths and weaknesses of your customer service operations? Where are the opportunities and threats for improvement? You need to have a reliable and consistent way of measuring your customer service performance and identifying the gaps between your current and desired state. You can use metrics like customer satisfaction, retention, loyalty, referrals, and complaints, as well as qualitative data like customer reviews, testimonials, and feedback, to help you measure your performance and gaps.
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Shaji Vijayan
Exceptional customer service is the cornerstone of business success, and a continuous improvement program can be your secret sauce. Start by setting clear objectives aligned with your organization's goals. Dive into data for insights on response times, call volume, and agent performance. Engage your team; their experiences and feedback are invaluable. Streamline processes, invest in agent training, and monitor progress using key performance indicators. Celebrate achievements, collect customer feedback, and adapt to evolving needs and trends. Communication is vital for transparency and alignment. With these steps, your journey to exceptional customer service begins.
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Atif Ibrahim
Technical Sales Leader | Solution Creator | Learner
While it’s great to maintain good relation with customer and provide support on email or phone, but it’s equally important to insist them to raise the ticket for proper tracking of the issues. Ticketing system also maintains the documented procedure for solving the problems. This helps in quickly addressing the issues of the same flavour, hence lowering the resolution time and adding to the customer delight. The other important aspect of the ticketing system is that it creates a record of the time that is spent on a particular issue. This helps in further improving the approach to solving the problem.
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Donald Glenn
Contributing Writer and podcaster at Gateway City Sports
It never hurts to get feedback internally from your front line employees as well. They can be a wealth of information in how to better production, efficiency and safety. All of of which can help woth your customer's satisfaction.
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Dr. Nhu Truong
Empowering Burnout Professionals: Reigniting Purpose ✨ | Top 50 Most Influential Pharmacy Leader | Career and Business Mindset Partner | Mindfulness Pharmacist I Mental Health Advocate I Author I 🎤Int'l Keynote Speaker
Implement meaningful metrics and KPIs to gauge your customer service performance. Track customer satisfaction, retention, response times, and issue resolution efficiency, alongside internal metrics like employee satisfaction. Regularly review these metrics to pinpoint areas for improvement and celebrate successes.
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Lindsey Good Suriani, MBA
Global Operational Marketing Manager at BASF
Completely agree! You need to know the strength and weaknesses of the whole team. This will help you define the breathe and depth of the team and where you have gaps. Customer surveys are a great way to gap how your team is doing also from a customer perspective.
The third step of creating a continuous improvement program is to analyze your data and root causes. Why are you performing the way you are? What are the underlying factors that affect your customer service operations? How can you address them effectively and efficiently? You need to have a systematic and logical way of analyzing your data and finding the root causes of your performance and gaps. You can use tools like Pareto charts, fishbone diagrams, and 5 whys to help you analyze your data and root causes.
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James Paterson
Consistent Quality Customer Engagement
Don't forget that all business functions have an impact on customer service. For example, product quality could be poor, impacting the CS teams ability to provide quality service. Product metrics such as defect/bug management, RMA, QA etc... should be included if appropriate. Your customers will tell you where to look.
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Dr. Nhu Truong
Empowering Burnout Professionals: Reigniting Purpose ✨ | Top 50 Most Influential Pharmacy Leader | Career and Business Mindset Partner | Mindfulness Pharmacist I Mental Health Advocate I Author I 🎤Int'l Keynote Speaker
Dive deep into the 'why' behind your customer service performance. Identify the underlying factors contributing to both strengths and weaknesses. Utilize tools like Pareto charts, fishbone diagrams, and the 5 why technique to unearth the root causes. By understanding these fundamental issues, you can create sustainable solutions that address the core problems, ensuring lasting improvements in your customer service operations.
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Ilmu Iskandar Halim
Medical Auditor @ MHC Asia Group | Doctor of Medicine
Documentation plays a major role in the best outcomes . So as accountability . It reflects your personality and work quality .
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Destinie Olinger, CBA
Results-driven Lean Six Sigma Green Belt with experience in process improvement and project management
Out of the several root cause analysis methods, I think that 5 Whys is underestimated. It's so easy and really helps people get to the real "why." Pareto charts and fishbone diagrams can sound daunting to those not in project management/continuous improvement, but 5 Whys is just answering the same question over and over. Documentation is also very important. I have had sessions where a team could not identify improvement opportunities until we started mapping out their processes. When you see it in a flow chart or work instruction, it becomes apparent where pain points occur.
The fourth step of creating a continuous improvement program is to improve your processes and practices. How can you improve your customer service operations based on your objectives, scope, performance, gaps, and root causes? What are the best practices and solutions that you can adopt or adapt? How can you implement them in a timely and cost-effective manner? You need to have a creative and practical way of improving your processes and practices to enhance your customer service delivery. You can use tools like brainstorming, benchmarking, and pilot testing to help you improve your processes and practices.
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Mohamed Ali , MBA®PMP® PDM®
Head of Network Planning & Optimization Quality | Quality Leadership
Having the root cause analysis and reflecting the lessons learnt into the process, is a one of the keys for continuous improvement in the operation domain, and to make it even better you need to reflect these lessons learnt in the DNA of the process, in other meaning process control adjusting the control limits of the created processes" lower and upper" to detect even any further deviation.
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Meggan Barrantes
TA Specialist | Tech Recruiting Foundations | Candidate Experience Specialist | Organizational Psychologist
Absolutely, improving processes and practices is key for success. To enhance customer service operations, start by aligning changes with your goals and performance metrics. Identify gaps and root causes to target improvements effectively. Embrace adaptable best practices and innovative solutions. Implement changes efficiently while managing costs. Creativity is crucial; explore brainstorming sessions and benchmarking for ideas. Pilot testing can provide valuable insights. Keep refining your approach for continuous enhancement. Your dedication to creative and practical improvements will elevate customer service delivery.
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Dr. Nhu Truong
Empowering Burnout Professionals: Reigniting Purpose ✨ | Top 50 Most Influential Pharmacy Leader | Career and Business Mindset Partner | Mindfulness Pharmacist I Mental Health Advocate I Author I 🎤Int'l Keynote Speaker
Continually enhance the customer experience by integrating industry best practices into your operations. Stay attuned to emerging trends, technologies, and methodologies that can positively impact customer service. Embrace a culture of innovation, where employees are encouraged to propose creative solutions to common challenges. Experiment with new approaches and technologies that can streamline processes, increase efficiency, and elevate the overall quality of service. By consistently seeking innovative ways to meet customer needs and expectations, you not only stay competitive but also position your business as a leader in customer service excellence.
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Kristin Sickler
Community Coordinator with expertise in social media, events, and volunteer coordination
To implement solutions in a timely and cost-effective manner, organizations can: Implement Pilot Programs: Test new initiatives or solutions on a smaller scale before implementing them organization-wide. This allows for adjustments and refinements based on feedback and ensures a smoother rollout. Seek Employee Input: Involve customer service representatives in the improvement process by soliciting their input and ideas. They are on the front lines and can provide valuable insights into customer pain points and potential solutions.
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Ken Aponte
Creating Customer-Led Growth at Scale | Customer and Revenue Operations Leader | Executive Advisory Services | MBA | MSEE | U.S. Army Veteran | Latino | Dad
Execute a value chain analysis of the customer journey. Do it twice. Once from the perspective of your customer. Once again from the perspective of your internal resources. In this way, you are promoting the fact the process serves two sets of customers -internal and external.
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Nicola Howard (FATEM)
Business Improvement - Adventurous Experimenter - Curious Explorer - Butterfly Wrangler
Continuous improvement needs to be branded better - not something else that happens on top of an already full schedule of business as usual, it is BAU. Having a culture where enhancing the experience of staff is just as important as the customers experience. ‘Happy staff happy customers’. Being proactive having mechanisms to submit ideas/ pain points. Use data insights to prioritise change, complete retrospectives involving end users. Recognise staff contributions give them a title ‘Change Champion’ ‘Business Training Lead’. Celebrate wins and failures. Always link everything back to your strategic purpose. Empower staff to make change within their control and to have conversations up and down stream on other impacted teams.
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Abdelhamid Hafez
Partner Technical Advisor at Microsoft
When putting together SLA’s, one need to keep in mind 4 main aspects: 1- Measurement: how is the service going to be measured, for example downtime of a certain platform. 2- Measurement Tool: How is the service going to be measured, can be a simple excel equation or a more sophisticated integration with a measurement system. 3- Forum: How are the results going to be displayed and reviewed, is it a simple slide deck, or an interactive dashboard. 4- Time intervals: how often are these reports and audits going to be reviewed, monthly, weekly, or yearly even. These main points are critical when designing a service improvement plan.
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Becky Jaques
👩🏻🔬
I feel flexibility is important to consider. Even once you’ve set your key objectives of a client service function. Continuous improvement and efficiency requires review of performance and adjustments to be made as required. Feedback and voice of customer to guide improvements and process change is critical.
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Kathleen Fava
Customer Support | Customer Success | Customer Education | Leadership | Helping customers and colleagues to be more engaged and productive at work through education, empowerment, and process improvement
I think continuous improvement, while a great goal in theory, might be overly-ambitious and counter productive in reality. There's something to be said for giving the team a break after a big improvement push to just show up and work. The feeling of never being done, never having time to enjoy the accomplishment without having another improvement objective looming, may be an unnecessary burden on the team. Instead I'd suggest following an improvement success with a "go deeper" period where the team focuses on the most recent improvement. How did they succeed? What else can they bring to the improvement that would make it even better? What might've been missed in the effort to improve? Let the team enjoy what they've done.
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Mohamed Ali , MBA®PMP® PDM®
Head of Network Planning & Optimization Quality | Quality Leadership
Celebrate Achievements: Celebrate the successes and milestones achieved through your continuous improvement efforts. Recognize and reward employees who contribute to the program's success. Promote a Culture of Improvement: Foster a culture of continuous improvement within your organization. Encourage employees to identify issues and suggest improvements. Provide training and resources to support this culture. Document Best Practices: Document successful processes and best practices. Create a knowledge base or resource library for employees to access and share insights. Leadership Support: Ensure that senior leadership actively supports the continuous improvement program. Their buy-in and commitment are crucial for its success.
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