Conducting an assessment of your customer service channels

Michael Martino
3 min readAug 22, 2023

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Show notes

The Why and How of Assessment

Before we get into the details, let’s chat about why assessing your customer service channels is crucial. In today’s fast-paced world, customer expectations are soaring higher than ever. If you want to stay ahead of the game and wow your customers, you’ve got to know where you stand. Now, the how of assessment is equally important. Start by creating a clear roadmap. What are your goals? What do you want to achieve with this assessment? Is it about faster response times, improving accessibility, or boosting customer satisfaction? Once you’re clear on your objectives, you’re ready to roll!

Multi-Channel Overview

Okay, let’s talk about the customer service channels at your disposal. We’re talking about phone, email, live chat, social media, self-service portals, and online services. Each channel has its own unique strengths and weaknesses. Remember, it’s not just about having multiple channels, it’s about offering a seamless and consistent experience across all of them. So, take a deep dive into your existing channels and figure out what’s working and what’s not.

The Customer’s Perspective

Now, here’s the golden rule: always view your channels from the customer’s perspective. This is where the real magic happens! Get in their shoes, feel their pain points, and understand their preferences. Are they looking for quick responses? Do they prefer a self-service option? Are they hanging out on Twitter, expecting instant replies? Remember, it’s all about catering to your customers’ needs and making their journey smoother than silk.

Metrics that Matter

Metrics — the compass that guides your assessment journey. But, let’s not get overwhelmed with a gazillion metrics. Focus on the ones that matter most. Response time, resolution time, customer satisfaction scores — these are your North Stars. Use these metrics to pinpoint bottlenecks, identify high-performing channels, and make informed decisions. Oh, and don’t forget to compare these metrics with industry benchmarks. That’s like checking if your ship’s on course!

Team Insights

Now, let’s not leave out the rockstars behind the scenes — your customer service team! They’re your eyes and ears on the ground. So, gather insights from them. What challenges do they face with different channels? Where do they excel? What tools or resources could make their lives easier? Remember, a happy and equipped team means happier customers.

Technology Check

The technology frontier! Assess the tools and systems that power your channels. Are they up to date? Are they integrating seamlessly? Can they scale with your growing customer base? Remember, the right technology can supercharge your customer service efforts, so don’t skimp on this step.

Crafting the Master Plan

Alright, you’ve gathered all the data, insights, and feedback. It’s time to craft your master plan for channel shift success! This plan should outline the improvements you’ll make to each channel, the timeline for implementation, the resources needed, and the expected outcomes. It’s your roadmap to customer service excellence, and you’re the captain of this ship!

Today we explored:

  • Understanding the customer perspective
  • The Metrics that matter
  • Insights from your team
  • Your technology needs
  • Crafting the master plan.

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Michael Martino
Michael Martino

Written by Michael Martino

Digital Transformation and Strategy Executive | GovTech Leader | Contact Centre Delivery Transforming businesses by day. Host of The Michael Martino Show.

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