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Expert Opinion: Dr. Joseph Michelli draws on his experiences to provide fool-proof CX tips

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category Expert Opinion calendar September 15, 2022 clock 5 mins read eye Reads: 318

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Customer satisfaction is the key to running a profitable business. 

Any successful business owner will tell you the same, however, maintaining high service standards is easier said than done. 

Dr. Joseph Michelli, a CX expert with decades of experience, sheds light on methods companies can use to boost customer experience. He comes with experience from industry giants like HP, Fiat, Starbucks, Volkswagen, and many others who always place their customers before their business. Here’s what Dr. Michelli has to share. 

Basic principles you must follow to connect better with customers. 

Superlative customer experience starts with a genuine interest in service and requires servant leadership from the top of an organization. Customer service as a concept must reflect your mission, vision, values, and woven into every brand touchpoint. 

How customer insights help strengthen relationships and business communications? 

The more you listen, empathize, and design around personas that reflect your core customer segments, the more success you will enjoy. The days of a one-size-fits-all experience are over. Similarly, you can’t be everything to everyone—design around 3 or 4 customer segments. 

Listening and empathic design is a never-ending cycle. What you learn about and develop for customers today can be irrelevant by next week depending upon the speed of change for a customer cohort. 

Share some ways that startups can adopt to ‘wow’ their customers. 

Start by understanding what your key customer segments want, need, and desire. Focus on delivering solutions that consistently meet those expectations and fulfill their satisfaction. From there onwards, work consistently on over-delivering expectations at moments when they need you the most. 

What are the best practices to follow for filtering out non-value customers for efficiency? 

Ask your customers, observe them, and design value-based models on what you hear and observe. Also, iteratively improve your people, processes, and technologies using agile methodologies. Always listen, test, and enhance your offerings. 

Give some tips about how businesses can identify the point of most vulnerability to losing customer’s trust. 

Not all customer touchpoints are created equal. Behavioral economists have researched the most memorable moments in a typical customer journey. High-value moments include arrivals, transitions, pains/peaks, and endings. You should triage your resources to engage customers operationally and emotionally at these critical moments along their journey with your brand. 

Ever encountered situations where employee experience impacts customer experience? 

There is ample research to show a high correlation between employee and customer experience.  

An example from my work with The Ritz-Carlton Hotel Company shows how small improvements in team member experience (as measured by the Gallup Q-12 Employee Engagement Survey) reflect similar improvements in customer engagement (as measured by the Gallup CE-11).  

A good rule of thumb is, “it must live inside the walls of an organisation, if it is going to be experienced outside the walls.” 

Can you share how you dealt with demanding challenges that you faced during the pandemic? 

I pivoted during COVID-19 to virtual consulting and engaged clients with in-depth and personal conversations that focused on their fears, challenges, and needs.  

One of the byproducts of those shifts was a McGraw-Hill-published book Stronger Through Adversity: World-Class Leaders Share Pandemic – Tested Lessons on Thriving During the Toughest Challenges. 

It features insights and tips on coping with acute and sustained challenges—as shared by me and over 140 other CEOs, Presidents and senior leaders of companies like Microsoft, Google, and Marriott. 

Any insights that can help business managers utilize loyalty for more conversions? 

Whether you are converting leads to sales or seeking to turn an existing customer into a repeated buyer, the formula is the same—get it right as often as you can. ‘Make it right’ when a breakdown occurs, reduce the effort of your prospect or customer, and slightly exceed expectations with a personal touch. 

Would you like to share some customer experience lessons you learned while writing? 

I am blessed to have written ten business books about brands like Starbucks, Mercedes-Benz, The Ritz-Carlton Hotel Company, Airbnb, and Zappos. Despite the differences between these brands and their leaders, I’ve come to believe that all business is personal, lasting success requires a constant desire to serve others, and your impact depends on envisioning a legacy and making choices to make that legacy a reality. 

The Wind Up 

Your customer’s input holds valuable information. These inputs give your business direction towards a more secure and sustainable future. A dialer can be a handy tool as it helps you connect more intimately with your customers. 

Acefone’s dialler has a smart AI that saves your agents’ time spent on manually calling numbers. It filters out unanswered calls, spam, and busy numbers and connects only when there’s a human on the other side. 

If the call goes unanswered, it moves to the next number in the list, and dials them. This way, your agents focus on making meaningful interactions with the customers. You can learn more about Acefone’s auto dialer.

You can also write to us at [email protected] or call us at 0800-084-3663. 

About Author 

Dr. Joseph Michelli is not just a CCXP (Certified Customer Experience Professional), he is also a #1 Bestselling Author for the Wall Street Journal, USA Today, and New York Times. Some of his bestselling books include– ‘The Starbucks Experience’, ‘Prescription for Excellence’ and his most recent one being– ‘Stronger through adversity’. 

He is an astounding speaker on leadership and is considered a role model by many. Apart from how amazing he is in his professional life, Dr. Michelli is also committed to social causes associated with curing cancer and abating world hunger. 

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Acefone provides a broad range of cloud communication services to businesses of all sizes, which includes Hosted Phone Systems, Free Phone Numbers, and Cloud Contact Center Solutions. Being the UK's leading provider of VoIP service provider, we always strive to provide excellent customer service and high-quality custom solutions to our customers.

Unveiling the Secrets Excellence with CX Expert Micah Solomon

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category Expert Opinion calendar September 3, 2022 clock 3 mins read eye Reads: 340

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During our CX expert opinion series, we interacted with another industry veteran who shared untold secrets about CX and its impact on business growth. Micah Solomon, a celebrated CX consultant, author, and speaker, discusses his journey, strategies, and philosophies that help businesses thrive by putting customers at the heart of their operations. 

The Fascination Behind a Career in CX

Solomon’s obsession with improving customer experience began so early that he recalls pointing out service flaws even as a child. His professional journey took off when he co-authored a book about creating legendary hospitality principles. Inspired by his experience building a manufacturing business and his co-author’s tenure with The Ritz-Carlton Hotel Company. Since then, he’s written four books and worked with some of the most customer-centric brands worldwide. 

The Fundamentals of Exceptional Customer Service

Solomon emphasizes that good customer service starts with selecting the right people for the job. Using his memorable WETCO framework, he identifies the key personality traits of effective customer service representatives: 

  • Warmth 
  • Empathy 
  • Teamwork 
  • Conscientiousness 
  • Optimism 

Additionally, he advises companies to: 

  1. Match the style of service to the customer and venue. 
  2. Avoid the “cliff of dissatisfaction” by meeting customers’ expectations of timeliness. 
  3. Adapt to the rapidly changing digital and social media-driven landscape. 

De-escalating a Furious Customer: The MAMA™ Method

Handling angry customers is a common challenge in CX, and Solomon has a proven system for de-escalating such situations: 

  1. Make time to listen. 
  2. Acknowledge and, if appropriate, apologize. 
  3. Achieve a Meeting of Minds to align on solutions. 
  4. Act promptly and follow up. 

This structured approach ensures customers feel heard, respected, and supported. 

The Power of Recognition in Customer Experience

Solomon believes that recognition is one of the most overlooked aspects of CX. He shares the story of a longtime customer, Mrs. Gold, who owns a large number of cats. By taking a few seconds to personalize interactions—playfully referencing her “menagerie” of cats—the company delivers a “wow of recognition” that transforms a transactional call into a memorable moment. 

On Writing and Future Projects

Solomon’s latest book, Ignore Your Customers (and They’ll Go Away): The Simple Playbook to Deliver the Ultimate Customer Service Experience, offers a roadmap for creating exceptional CX. It’s available now, with a paperback release coming in August. 

When asked about future books, Solomon teased the idea of a memoir titled Paid to Complain, humorously adding his wife’s suggested subtitle: (But My Wife Listens for Free). 

Takeaway 

Micah Solomon’s insights reinforce the idea that customer experience is both an art and a science. By hiring the right people, personalizing interactions, and employing structured recovery methods, businesses can transform ordinary services into extraordinary experiences. 

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Acefone provides a broad range of cloud communication services to businesses of all sizes, which includes Hosted Phone Systems, Free Phone Numbers, and Cloud Contact Center Solutions. Being the UK's leading provider of VoIP service provider, we always strive to provide excellent customer service and high-quality custom solutions to our customers.

Insights from a CX Leader Diane Magers: Redefining Customer Experience for the Modern Era

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category Expert Opinion calendar August 12, 2022 clock 4 mins read eye Reads: 315

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The mid-20th century brought about the revolution in Customer Experience (CX), that changed B2B relations forever. CX has now evolved into a pivotal discipline for every business, big or small, to sustain itself in the modern era.  

Acefone had the privilege of interviewing a seasoned leader in the field of CX, who shared invaluable insights from their journey—Diane Magers. 

Diane is not just a CX expert, but also the founder of Experience Catalysts.  

Let’s look at some of the highlights from our discussion with her: 

  1. What drew you to the field of Customer Experience? 

“A CEO at my first company with a leadership role believed in understanding and satisfying customer needs above all else. This perspective, especially in the early 1990s, was ahead of its time. For me, the human side of business and its potential to impact outcomes was deeply compelling. My background as a clinical psychologist, with a passion for human behavior and needs, made CX a perfect fit. I’ve always been a lifelong learner, forward thinker, and connector, so this profession aligned seamlessly with my values.” 

  1. Is there a one-size-fits-all approach to improving CX?

“Customer Experience and Experience Management now have structured frameworks, competencies, and certification opportunities. While there’s a common model that can be applied universally, the execution depends on an organization’s ability to shift its mindset and operations to prioritize the customer’s perspective over its own.” 

  1. What was the biggest turning point in your 25-year CX journey?

“Becoming the CEO of the Customer Experience Professionals Association (CXPA) was transformative. It gave me the opportunity to connect with hundreds of practitioners and learn how they innovatively reshaped their organizations through Experience Management.” 

  1. Can you share memorable experiences that defined your career?

Some of the most defining moments include: 

  • Building connections with a network of incredible experience professionals. 
  • Leveraging my deep background in psychology to understand customer needs. 
  • Acquiring advanced business and leadership knowledge to grasp the critical relationship between CX and business value creation. 
  • Sustained involvement with CXPA, which has been instrumental throughout my career. 
  1. What factors do businesses often overlook in CX delivery?

“Many businesses miss the connection between their results and the experiences they create. They underestimate the importance of employee experiences—the foundation for defining, designing, and delivering exceptional customer experiences. Employee engagement is crucial for success.” 

  1. Advice for entrepreneurs and startups from the founder of Experience Catalysts

“This is a golden era for new entrepreneurs and startups. The dynamic marketplace offers immense opportunities for innovation, agility, and redefining ways of working. To stand out, you need to be a thought leader, a learner, and a forward thinker. Focus on People, Purpose, and Proaction to thrive.” 

  1. How can businesses enhance CX during challenges like the COVID-19 pandemic?

“Businesses must revisit their core purpose—building value for customers. This involves understanding customer needs and creating experiences that foster stronger relationships with products and services. It’s about engaging with customers on a deeper level, even during uncertain times.” 

  1. Best practices for ensuring seamless customer experiences

“Journey management and orchestration are essential. Organizations must understand the current experience and implement purposeful changes to shape a desired future experience. This approach must remain flexible to adapt to evolving expectations and emerging technologies.” 

  1. The role of technology in the future of CX

“Two guiding principles for CX and technology are: 

  1. Define the experience you want customers to have, then use technology to enable that experience. 
  1. Technology makes things happen, but humans determine its role in their lives. 

Human-centered brands focus on meeting customer and employee needs before turning to technology as an enabler.” 

Final Thoughts 

The insights from Diane underscore the importance of human-centric approaches, thoughtful innovation, and the integration of technology in redefining Customer Experience. As businesses continue to evolve, these principles serve as a valuable guide for creating meaningful and impactful experiences for customers.

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Acefone provides a broad range of cloud communication services to businesses of all sizes, which includes Hosted Phone Systems, Free Phone Numbers, and Cloud Contact Center Solutions. Being the UK's leading provider of VoIP service provider, we always strive to provide excellent customer service and high-quality custom solutions to our customers.

A Journey Through Customer Service and CRM Excellence with Heverton Annunciacao

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category Expert Opinion calendar August 6, 2022 clock 5 mins read eye Reads: 308

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Customer service and CRM (Customer Relationship Management) have become essential for businesses aiming to thrive in today’s industry. Several contact centers still struggle to deliver standard customer experiences but seek a resolution to overcome this challenge.  

Heverton Anunciacao, a global customer experience (CX) expert, shares his incredible journey on how CRMs help enhance customer services and ultimately create long-lasting customer relationships.  

He also provides valuable insights into the evolving world of customer interactions, technology’s role, and empathy’s significance in customer service. In this interview with Acefone, Heverton sheds light on his experiences, challenges, and strategies for success. 

A Journey into Customer Service: From IT to CX Excellence 

Acefone: How would you describe your journey of becoming a customer service expert? Tell us all about it. 

Heverton: I began my career in information technology (IT) in 1983. However, by the end of 1999, I found myself disillusioned with IT—it felt too static and detached from practical results. A friend suggested I explore CRM, and I jokingly asked, “Is that something you eat?” (laughs). That suggestion changed my life. Transitioning into the dynamic world of marketing, sales, and cloud contact center brought daily challenges but offered tangible results and immense satisfaction. 

The Role of Self-Service in Contact Centers 

Acefone: What is your opinion on introducing self-service options in contact centers? 

Heverton: Today, we serve various generations—X, Y, Z, and beyond. While cutting-edge technology is crucial, companies must understand that not all customers are ready for fully digital interactions. Self-service is important but should never replace empathetic human support. Striking this balance is key to ensuring customer satisfaction. 

Crafting a Winning Customer Experience Recipe 

Acefone: According to you, what are the must-have ingredients in a successful CX recipe? 

Heverton: Based on my experience, I recommend: 

  1. Data Utilization: Customer data shouldn’t be siloed within marketing and sales. It’s a resource that all corporate areas should leverage wisely, supported by robust business intelligence. 
  1. Leadership Involvement: Company leaders must regularly immerse themselves in frontline roles, such as contact centers or retail environments, to understand customer pain points. 
  1. Reengineering 2.0: Companies should now destroy and rebuild processes to prioritize customer satisfaction instead of tweaking processes for better products. Today, everything is about service. 

Addressing Employee Mental Health Post-Pandemic 

Acefone: With the rise of mental health concerns during the pandemic, how should organizations take care of their employees? 

Heverton: The pandemic highlighted the need for trust in remote work in Latin America and Brazil. Many employees flourished by spending more time with their families and avoiding traffic woes. Companies should encourage weekly periods of “productive idleness”—time for employees to think creatively and develop innovative solutions. 

5G and Its Impact on Customer Engagement 

Acefone: What’s your take on 5G technology? How will it impact customer engagement? 

Heverton: In regions like Brazil and Latin America, 5G can revolutionize connectivity, especially in underserved areas, boosting e-commerce and digital interactions. With increased connectivity, however, comes higher customer demand. Companies must invest in enhancing customer service processes and culture to keep up with the surge in expectations. 

Optimizing Proactive Chat Triggers with CRM 

Acefone: How can CRM systems optimize proactive chat triggers for a better customer experience? 

Heverton: CRM systems combine technology and processes to analyze customer data and behavior. For example: 

  1. Loyalty Campaigns: Reward frequent customers with discounts or perks. 
  1. Retention Campaigns: Proactively adapt offerings to provide better value to existing customers. 
  1. Upsell Campaigns: Identify specific customer needs and tailor offers to meet them. 

The Importance of Happy Customers 

Acefone: How vital are happy and satisfied customers for a business? 

Heverton: The goal is to make customers happy and ensure they feel heard. Mutual understanding fosters growth, much like a relationship. Companies should focus on active listening and meaningful dialogue to build mature, long-lasting relationships. 

Secrets to Customer Retention and Acquisition 

Acefone: Can you share some secrets to retaining and attracting customers? 

Heverton: Certainly: 

  1. Data Integration: Merge transactional and behavioral data across platforms like CRM, BI, and ERP using ELT data connectors to offer personalized experiences.. 
  1. Strategic Gifting: Delight loyal customers with gifts unrelated to your core product, showcasing thoughtfulness. 
  1. Referral Programs: Promote current customers to refer new ones and reward them for their recommendations. 

Customer Privacy and Its Role in Long-Term Relationships 

Acefone: Do you think customer privacy is vital for long-term relationships? 

Heverton: Absolutely. Companies must avoid being “good hackers” by overstepping customer boundaries. Poorly coordinated marketing campaigns can backfire, leading to customer dissatisfaction and even legal challenges. Always respect customer preferences and involve cross-functional teams to ensure ethical practices. 

The Hidden Depths of CRM 

Acefone: Lastly, which aspect of CRM do you enjoy the most? 

Heverton: CRMs are like icebergs—what you see is only a fraction of their depth. It’s fascinating how CRMs can uncover opportunities and challenges, helping companies refine their strategies and boundaries. 

About Heverton Anunciacao 

Heverton Anunciacao is a globally celebrated CRM and CX thought leader, recognized as the #1 influencer by Thinkers360 and listed among Global Gurus for customer service in 2021. A prolific author, Heverton has penned multiple books on CRM, data science, and CX methodologies. To learn more, visit Thinkers360. 

Takeaway 

This interview provides a glimpse into Heverton’s expertise and philosophy, offering actionable insights for businesses aiming to excel in customer service and CRM. His journey is a testament to the transformative power of empathy, innovation, and strategic thinking in customer interactions. 

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Acefone provides a broad range of cloud communication services to businesses of all sizes, which includes Hosted Phone Systems, Free Phone Numbers, and Cloud Contact Center Solutions. Being the UK's leading provider of VoIP service provider, we always strive to provide excellent customer service and high-quality custom solutions to our customers.

Expert Opinion: Deirdre Martin on how happy employees are key to happy customers

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Ritwik Raj

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category Expert Opinion calendar July 25, 2022 clock 5 mins read eye Reads: 629

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In a world where technology is becoming increasingly affordable, customer experience is one of the biggest differentiators among SaaS players.

There is one thing, however, that most tech companies miss: If your employees are disgruntled or poorly looked after, they will never be able to keep your customers happy. Reasserting this belief, CX expert Deirdre Martin says, “Employees are assets of a business and their performance determines how well the customer experience is going to be.”

This is just one of the many insights that Martin—who is also a renowned author and founder of the CX Creators group—shared. Read on to find excerpts from our interaction that are sure to help you address your CX concerns.

What is the first step to a flawless customer experience strategy?

The best way to make your customers feel more valued is to get to know them better. It allows you to have a better understanding of their lives and their problems. You can use that knowledge to align your services and objectives with the client’s needs and enhance their experience with your business.

When you have clarity on your ideal customer’s pain points, problems, goals, needs, desires, typical behaviour and so on, and when you can visualise what their idea of success is, you will then be better able to build a brand that customers will flock towards.

Suggest three tips for businesses to keep up with ever-evolving customer expectations.

  1. Get feedback from customers to know whether you’re meeting their expectations or not. Use metrics and insights to gain that feedback and work on the lagging areas.
  2. Listen to employee complaints as importantly as customer complaints and take action, especially on those (complaints) that overlap with each other.
  3. Personalising services lets you connect with customers on a stronger level. It establishes two-way communication, which benefits both of you remarkably.

Please share some insights that helped you enhance first-call resolution in your business journey.

I believe that helping staff with active listening and empathy skills will help in any situation. 

Once the employees have been supported in this way, and a policy has been put in place around what constitutes a complaint, the front line staff should be empowered to offer instant resolution to customers. Be that monetary refunds, goodwill gestures, or some other quick-win that will satisfy the customer.

Here are a few pitfalls that can frustrate customers:

  • Passing them to different agents
  • Making unfulfilled promises
  • Having the customers repeat their problems
  • Robot-like messages with no human essence

Can you share a few CX lessons you learnt while co-authoring the book Customer Experience 4?

I came across a survey conducted by the World Economic Forum in October of 2020, the results of which surprised me. 94% of the survey respondents (organisations) stated that they expected employees to pick up soft skills on the job.

This came as a surprise to me, because whilst I knew this to be true for small business owners, many larger organisations have the means and know-how to educate and support their employees. The very fact that they don’t use their means and know-how indicates that these organisations brand’s values are not reflective of their brand’s culture and reality.

The companies that have the best leaders tend to be known as the companies that deliver the best customer experiences.

What advice would you like to give to businesses for running a successful call center?

The best advice to run a successful call center is to help your employees and they will help your business. Give them a voice and listen actively to what they say.

Your employees are as important to you as your customers. They are the bridge that connects you to your customers and help you get acquainted with their needs.

Spend more time on coming up with ways to enhance the employees’ experience in the company. Work with your employees to improve their soft skills, confidence, mindfulness, and empathy. This practice gradually leads to higher conversion rates and customer loyalty. 

A key skill which employees must work on is active listening. It not only enhances their connection with the customers, but also makes the customers feel more valued.

How can businesses optimise cross-functional collaboration in their workplaces?

Something that I would have advocated for during my banking career was for people to spend a day in the life of another within the organisation. This can help with:  

  • Identifying ways to collaborate with colleagues to better serve clients
  • Creating a positive culture by assisting others from different departments
  • Understanding the pressures, processes and systems available to those in other departments

It’s helpful to bring the concerned stakeholders together while working on the customer experience strategy. This inclusion is bound to bring different perspectives on how to formulate the best strategy. Collaborations like this help cross-functional departments create seamless journeys.

What’s your take on improving customer response time to win customers?

With the current advancements in technology, the audience has an abundance of options to choose from. This makes the first step of putting a foot in the door of the customer’s mind a difficult task. 

Additionally, people are less patient now with significantly reduced attention spans. Studies show that the average person today has an attention span of only 8.25 seconds!

This means that any customer interaction—whether it’s answering calls, responding to emails or chats—needs to be done instantly.

My team and I won customers in the bank over the years when other institutions were less responsive. I also believe that customer response times can be managed by communicating clearly with customers at the outset of a relationship.

Any strategies for businesses to improve the hybrid work culture?

Businesses that are working on a hybrid model currently should focus on improving their communication—both, internally and externally. Resolving employee issues must be given equal importance than those of customers. If there are businesses that haven’t yet worked on this, now is the time.

The second step is to ensure that employees are provided with adequate support to deal with customers when working from home. Be it tools, software, accessories or equipment that allow employees to interact better with customers.

For more information on how you can utilise the power of the cloud to enhance your customer’s experience, write to us at [email protected] or call us at 1888-859-0450 .

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Ritwik Raj

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Ritwik is a fitness enthusiast with a bachelor’s degree in computer applications. He discovered his passion for storytelling while writing articles for his fitness blog. After which, he decided to switch to full-time writing, exploring his capabilities as a professional writer. He is now practicing his skills as a senior content writer at Acefone Software pvt ltd. to bring words to life.

Why is Effective Communication Important?

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Yukti Verma

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category Customer Service calendar April 7, 2022 clock 7 mins read eye Reads: 853

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Communication plays a crucial role in our personal and professional lives. 

It is a fundamental social skill that helps us build and enhance relationships with friends, colleagues, and family members by helping us express our messages and ideas. 

In the workplace environment, good communication also helps minimise errors and optimise productivity. Poor communication, on the other hand, results in employees doubting their skills and abilities in the organisation. 

In fact, communication is an art. It comes naturally to some, while others struggle to articulate their thoughts and feelings in a conversation. 

One can miss out on their dream job, struggle to progress in their career, and lose potential customers and substantial deals due to poor communication skills. 

This blog will help you gain a better understanding of effective communication and its importance in a working environment. 

What is effective communication?

Effective communication is vital for the success of a business irrespective of its size and domain. 

It refers to the process of exchanging ideas, thoughts, and information in such a way that is understood by boththe sender and the receiver. 

Effective professional communication includes explaining the company policies to your clients and answering their queries about your products and services. 

It improves the relationship between a company and its clients, increases employee engagement, and enhances the overall efficiency of the team. 

In simpler terms, the ability to get your message across is the difference between closing a deal and missing out on lucrative business opportunities. 

Additionally, effective communication also plays a significant role in a remote working environment. When employees understand their roles clearly, it results in improved performance. 

Therefore, management must ensure seamless communication internally to keep all the employees on the same page.

The importance of effective communication

Communication, whether written or oral, plays a vital role in the development of an organisation. It helps you attain your business goals, understand your employees better and perform basic management functions, such as planning, organising, and motivating.

It allows you to facilitate healthy relationships among your team members, provide constructive feedback and increase loyalty towards the organisation. 

Thus, management must encourage its employees to adopt good communication habits to boost team spirit and build camaraderie. 

Here are some ways effective communication can enhance your workplace environment and help your business thrive:

Improved team building

Honest communication among employees helps build a solid team. In fact, open communication between staff and managers creates a positive work environment and boosts everyone’s morale. 

Good communication strengthens relationships, encourages fruitful brainstorming sessions and creates a sense of belonging among employees. It keeps their spirits high, which helps them resolve issues faster and more efficiently. 

On the other hand, ineffective communication leads to confusion, misunderstanding and affects teamwork. Thus, the management should listen carefully, mindfully deliver their message and practise ways to communicate effectively. 

In simpler terms, when employees are on the same page and have clarity about their work, they go the extra mile to achieve company goals and don’t let you down.

Resolved problems and mistakes

A clash of opinions is inevitable in a working environment, given personality, cultural or linguistic differences between coworkers. Employees may be burdened by an overwhelming workload or frustrated due to personal concerns. 

But long-term misunderstandings can be avoided with effective communication. 

Effective communication is not just about who is right and wrong. It’s about having an open and honest conversation to ensure everyone’s ideas are heard and needs are met. 

On the other hand, displaying a lack of enthusiasm, disrespecting co-workers and seniors, and communicating vague guidelines and instructions comprise poor communication. These create silos and friction between colleagues. And siloed working results in reduced efficiency and collaboration, ultimately hampering the growth of the organisation.   

Management can avoid these issues by assigning a mediator who can help with conflict resolution. Another way is to have one-on-one conversations with the parties involved.

Team building exercises like role reversal and identifying points of agreement and disagreement can also help. 

A better work atmosphere

Effective communication plays a crucial role in creating a healthy work environment for everyone in the company. It promotes a two-way flow of information between employees and management, which in turn eliminates confusion and frustration.

When employees are allowed to communicate their problems to the management without any fear, they receive effective solutions. This enhances their job satisfaction and performance.

And when managers clearly communicate the business’ targets to their team members, everyone is able to come together and achieve the common goal. 

Therefore, expectations must be clearly laid out and leaders must avoid information overload to reduce uncertainty and ensure that everyone understands what is expected from them individually and collectively. 

To effectively do so, leaders must connect and engage with colleagues and subordinates regularly. Employees should be encouraged to share their ideas and give feedback on processes to improve systems. Additionally, managers can organise group activities, workshops, team lunches and run employee satisfaction surveys. 

They should also discuss employees’ professional ambitions and endeavour to align individual goals with the company’s goals. 

Along with that, managers can attempt to learn more about their team members’ skills and past work experiences. They may discover that their colleagues can actually wear multiple hats at work. 

For instance, let’s say that you hire a customer service representative. But when you have an open conversation with them, you learn that they have extensive marketing experience as well.  In such a scenario, you can encourage your employee to handle different responsibilities and even take an internal transfer into another department if they are interested in the profile. 

Effective communication will help you create a balanced work environment and ensure all employees feel comfortable and satisfied with their work. 

Amps up productivity

Effective communication leaves little room for misunderstanding. It helps build good work relationships, improves time management, enhances productivity and fosters staff cooperation. 

Open conversations allow managers to assign employees tasks based on their talent, identifying which employee would be best suited for the job. Doing so will improve team efficacy and employees will take accountability for their work. 

For instance, if one of your employees is well-versed with Microsoft Excel, you can ask them to manage spreadsheets. This will help you get work done faster but will also keep your team’s morale up since you won’t have assigned the task to a team member who doesn’t enjoy working with the tool. 

Additionally, in a work environment where everyone can express themselves freely and share their opinions, employees tend to suggest out-of-the-box ideas.  

All you need to do is cultivate an environment wherein employees feel confident offering innovative solutions without worrying about unhealthy criticism. Encourage them to challenge each other’s ideas and co-develop strategies to refine operations. 

Better yet, reward successful innovative ideas by sharing them on social networking sites like Linkedin.  

Excellent communication ensures that your employees are aware of their roles and responsibilities. It allows them to be proactive in their work and encourages them to push the boundaries when it comes to their contributions.

Satisfied and happy employees are the best brand ambassadors any organisation can have. 

Remember, if your employees can transparently communicate and feel they can grow and flourish, your company will witness growth, both internally and with its customers. 

After all, a team that feels good delivers better results.

Conclusion

Communication at the workplace is not a one-way street going from top to bottom. It’s more than that water-cooler gossip, fun work memos, and office banter. It includes clarity, consistency, and commitment to be effective.

And effective communication is the backbone of businesses irrespective of their scale and size. If you can interact freely, honestly and openly with your colleagues, you will promote trust and loyalty amongst your employees. 

Thus, shift your focus to building good relationships with your employees. Take measures that enhance the overall efficiency and productivity of your organisation. 

At Acefone, we help you build strategies and deploy solutions that can redefine communication at your organisation internally and externally. Contact us at 1888-859-0450 or drop an email at [email protected]!.

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Yukti is a content marketing enthusiast with a soft spot for Saas. She loves weaving complicated concepts into simple stories. When not at work, she is found reading books or watching movies.

Create a Virtual Contact Center for Healthcare Organisations

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Saurabh Sharma

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category Contact Center calendar March 7, 2022 clock 6 mins read eye Reads: 537

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The COVID-19 pandemic put a massive strain on healthcare organizations across the globe. Patients or not, people were concerned about the availability of professional help and medical resources. 

The panic led to an influx in inbound queries, which, coupled with social distancing and lockdown norms, became quite the challenge for customer support agents working in the healthcare industry. 

To successfully cater to people’s queries and concerns, healthcare cloud telephone system organizations had to shift their support operations to a virtual contact center. 

What are virtual contact centers?

A virtual contact center is a solution that allows customer service representatives to operate from different locations, as opposed to working from a single site. 

Since it runs over the Internet, a virtual contact center allows agents to work remotely and handle customer issues via multiple channels like phone, chat, email, etc. 

Working in a virtual environment ensures safety, increased agents’ productivity, and elevated customer satisfaction levels. 

Patients no longer want to wait in lines for medical processes such as booking appointments, collecting their diagnostic reports, and so on; they expect robust and contactless methods of instant care. 

This is where virtual contact centers come into the picture—they help healthcare cloud communications offer quick and seamless services. 

Moreover, these contact centers allow healthcare institutions to be there for their clients much after billing. Patients can receive post-treatment medical care like contactless medicines, online appointments, and teleconsultations. 

So, without further ado, let’s understand how a virtual contact center helps healthcare providers communicate with their patients effectively. 

Tips for virtual contact centers in the healthcare industry

Virtual contact centers can be tweaked to cater to the needs of various industries. 

Some tips that virtual contact centers in the healthcare industry can follow are:

  • Implementation of new workflow processes to prioritize COVID-19 emergency calls over other medical inquiries
  • Introduction of COVID-19-related scripts to accurately route medical questions to relevant departments
  • Allowing agents to handle increased call volume and collaborate with other departments with the help of cloud-powered tools
  • Making agents aware of their key performance metrics to enhance their performance
  • Development of an internal website that query resolution with the help of chatbots and frequently asked questions 

Challenges for the healthcare industry

Healthcare organisations face different challenges every day. From the lack of adequate medical equipment and a weakened workforce to emergency cases, new curveballs in the form of new variants—there’s much for them to tackle.

Given below are some obstacles they commonly face. 

  • Booking appointments

The uncertainty regarding the pandemic and its symptoms meant people were booking appointments even for illnesses like the seasonal flu, stomach infections, etc.

Due to the increase in queries, patients had to wait in long call queues to connect with agents. As a result, they disconnected the call without interacting with the agent, resulting in a high call abandonment rate.

  • Emergency calls

The surge in COVID-19 cases and a workforce shortage created a lack of emergency services such as ambulances. People had to call up multiple healthcare providers before they could book an ambulance for themselves or their loved ones.

This resulted in delayed service, accelerating the urgency of treatment. 

  • Report collection

Since people couldn’t and didn’t want to venture out, they could not collect their diagnostic reports on time. Not only did this delay their treatment, but it also turned into a logistical issue for those working at laboratories.

  • Patient experience 

Healthcare organisations found it difficult to attract and retain patients. Contemporary patients demand a streamlined self service options to complete simple tasks independently, such as downloading immunisation records, paying their bills, checking their account status, etc. 

Instead, traditional healthcare delivery methods require people to physically visit centers to collect their reports, receive diagnoses, and the likes.

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How virtual contact centers can help the healthcare industry

Virtual contact centers solutions provide the necessary tools and features to help healthcare providers deliver better patient experiences. Some of these are:

Real-time tracking

The real-time location system (RTLS) feature provides immediate tracking and management of medical equipment, staff and ambulance. It ensures patients reach the hospital in time, avoiding any serious medical problem. 

For instance, when a patient dials an emergency number, they are redirected to the nearest local driver in their region with the help of location-based routing. 

The real-time location service promotes patient safety and reduces hospital-acquired infections within facilities. It also helps locate healthcare staff in hospitals when a patient or other staff member requires assistance during an emergency.

Moreover, RTLS also helps track the physical movement of patients who have dementia and Alzheimer’s to ensure their safety. 

In-app integration

Integrating contact center solutions with the management system allows people to book appointments from within the app. 

Patients no longer need to seek manual support or wait on hold to fix a consultation slot with a doctor. They can now do it from the comfort of their home with just a few clicks. 

Furthermore, the integration allows you to create patient IDs and keep track of their history, assigned doctor, and consultation time. 

With the help of patient profiles, you can send timely alerts and reminders for medicines, blood tests, etc. These alerts and reminders can often be a lifesaver for patients with chronic issues. 

Report alerts

The best way to enhance a patient’s experience is by improving communication and reducing their workload. 

Offer omnichannel communication by sending e-reports to your patients via email, messaging apps or simple SMSes. Allow patients to view their test results and reports online and save them the hassle of coming to the hospital physically.  

In simpler terms, report alerts enable you to reach patients outside of the hospital environment personally. 

Securing patient records

Data breaches are a very common phenomenon in the modern world. But, healthcare systems cannot afford to let patient data be at risk as they would have to pay a hefty penalty for violating compliance standards. 

Security compliance can help organisations save valuable patient records and information from data theft. 

Therefore, medical organisations must invest in security measures to remove the threat of ransomware attacks and data breaches and protect sensitive patient data. 

You can also integrate CRM software into your cloud phone system to access the patient data and history at your convenience. 

Engagement after treatment

A patient’s journey does not end once they pay the bills and get discharged from the hospital. Sending timely reminders for regular checkups and health tips via emails, SMSes etc., can help bolster doctor-patient relationships. 

Such reminders also help patients look after their health and take necessary precautions. 

Conclusion

Virtual contact centers help healthcare organisations form personalised relationships and improve customer satisfaction levels. 

They also help heathcare providers work remotely and provide excellent features and services to patients. 

Furthermore, omnichannel platforms help providers communicate with patients via different channels. They also simplify tasks like booking an appointment, collecting reports, sending reminders, etc. 

To know more, get on a call with our experts at 1888-859-0450 or drop an email at [email protected].

 

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Saurabh is a content writer at Acefone. He is a fan of standup comedy, football, and Hindu mythology. He is fond of travelling to unexplored places, meeting new people, and having newer experiences that enrich his soul. Connect with him on Linkedin

Business Texting Etiquette – 10 Proven Tips for Leaving Great Impressions

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category Business Communications calendar March 1, 2022 clock 9 mins read eye Reads: 803

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Texting came into our lives with the advent of cellular phones over two decades ago. It remained a convenient way to communicate between friends, family, and acquaintances for quite a while. 

Over a period of time, however, businesses began to uncover the benefits of simpler and faster communication through instant messaging. Mass messaging became the first real deployment of texting by businesses.

Today, texting is the preferred way of communication for businesses due to a variety of customer engagement options, from marketing to customer support. 

In addition, with collaborative work across geographies becoming a reality, messaging has become a tremendous enabling tool for internal communication as well. 

Texting in business environments has many benefits. Before diving deeper into how to drive professionalism in this space, let us review these advantages.

Benefits of business texting

Some merits may be seen as common knowledge and are often taken for granted in today’s connected world. 

Yet some businesses still do not have a policy around the use of instant messaging in their communication model. It is crucial that businesses implement some guidelines before they adopt texting:

  • Always available

Texting is not necessarily dependent on an active Internet connection. Hence, it is always available for both the team members as well as customers.

  • Customer experience

Speed and personal touch are both inherent to texting, and they both convey a sense of professionalism. The sense of personal touch brings a sense of being looked after. 

Recipients, including customers, tend to read and respond to messages faster than emails. Speed translates into responsiveness and adds to a better experience for sure. 

  • Privacy

Texts are more likely to be delivered to the recipient only. 

And there are a plethora of situations where privacy matters, such as when sending an OTP, or when banks send you an update on your account. Texting becomes the preferred choice of communication in many such instances.

  • Ease of use

Some forms of communication are not age-friendly. For example, a section of the population may find the use of email rather difficult or effort-intensive

On the other hand, texts are basic. With the advent of voice-to-text and vice versa, this mode of communication has become easier than ever.

  • Low on costs

Texting is inexpensive. For all the benefits it offers and the costs at which it comes, the value proposition of business texting becomes rather alluring.

While reviewing the benefits, it is also pertinent to note that the form and flavor of messaging in professional environments are very different from personal messages. 

This is why it is essential to know and implement the right texting ways. Else, it is easy to flounder on the basic etiquettes that are so important. 

Incorrectly drafted messages can be annoying for the recipient and could even be misinterpreted. And all this may actually be happening unintentionally without the sender ever realising the errors in following the basic etiquettes.

Let us look at the proven rules of etiquette, the best practices, and also some common errors that should never creep into a business text. 

Rules for professional etiquette

The rules are relatively straightforward and simple. Most of these fall into one of the two buckets – things to do, and things to avoid. The rules and tips compiled below are not in any order of priority; each of them is important.

  • Be sure that texting is appropriate

Remember that texting is not the go-to mode of communication for everything and every time, especially with customers. It is suitable for short updates, time-bound messages, or crisp text-based information. Texting is an absolute no for conversations or discussions, sharing of confidential information or even sharing big news. 

Before initiating a business text, it may be a good idea to evaluate whether a phone call or an email would be a better way to communicate the information. After all, each mode of communication has its benefits. While this is a subjective topic, viewing it from a customer’s perspective can help. 

  • Seek permission

Asking for consent from a customer is considered polite. Permission opens the door for a healthy conversation. Keep in mind that messaging without consent is considered spamming. 

Many countries around the world have regulations and frameworks to protect their citizens from unwarranted messages flooding their inboxes. Hence, it is also a legal obligation to seek consent. Such consent can range from a customer sharing his number to receive information to explicit written consent. When in doubt, seek guidance from the manager or advice from your legal counsel.

  • Identify yourself

Everyone receives messages from unknown numbers, and most may be wary of even opening a message from an unidentifiable source. So, until your number is known to the recipient or you are using a cloud-based solution where your number is your identity, it is important to identify yourself in the message to ensure that the communication gets delivered.  As a business, it is advisable to use dedicated cloud-based numbers that are inherently identifiable by the recipient. Such numbers are available from cloud service providers.

Like consent, many countries have regulations on the sender’s identity as part of compliance mechanisms. Again, when in doubt, seek guidance from your manager or advice from legal counsel.

  • Use a greeting or a salutation

A greeting with a salutation is always polite and is inherently endearing. We use them during face to face communication as well as over phone calls, so why not in texting. Addressing the customer by name is also a good idea for personalisation.

  • State the reason for the message upfront

Every business communication has a reason and an objective. It is a good idea to state the reason upfront. Whether the message is about a status update, a task completion, a request for an appointment or whatever it might be, mentioning the reason underscores the relevance of the message. 

  • Always remember that short is sweet

Long and winding texts can be confusing and annoying. It is best to be straightforward with the content and communicate it in as few words or lines as possible. The recipient does not have the patience to scroll through to get to the point. 

‘No more than one’ is another key element to keep in mind for messages that contain a call to action. It is easier to precipitate action from the recipient when there is a single call to action.  

  • Check grammar and use a professional tone

It is best to stick to a professional approach in language and tone. So remember—no use of modern slang or emoticons. These are best left to personal texting. Even the use of capitals in words can be seen as threatening and are absolutely avoidable.

In addition, wrong punctuations and incorrect grammar are completely avoidable. They may generate a sense of fraudulent spam in the recipient or worse, have lent a negative perception towards your business.

As a bottom line, always remember that each communication has implications for the sender’s image and for the business. To reiterate the point, always keep it safe and use a reliable online tool for precise grammar correction.

  • Always stick to business hours

Most people like to draw a line between work and personal time. And a message received at odd hours can be seen as intrusive and annoying. It is best to stick to socially acceptable norms and text only during business hours. When communicating with people in different time zones, it is a good idea to be mindful of the business hours of the recipient. Texting may not be the best option in cases of emergencies anyway.

The objective of business texting is to add to customer experience positively. Messaging at the wrong hours is certainly counterproductive.

  • Be responsive

The core reason for the wide adoption of texting in business is speed. And speed should work both ways. When there is a query from a customer, it needs to be responded to quickly, in the shortest time possible. 

Being responsive adds to a sense of gratification in the customer and adds to their experience. From this perspective, each query is an opportunity that should never be allowed to slip.

  • Respect customer choice

Respecting the other person’s choice is exceptionally relevant to personal and professional engagements. 

In a business environment, customers have the choice and retain the option to exercise their choice at all times. Therefore, if a customer opts out of receiving promotional texts, it has to be respected at all costs.

It is evident that some rules of etiquette detailed above are common courtesy while others are professional courtesy. 

Still, just knowing them or listing them down somewhere is not going to be enough. 

The key lies in the broad adoption of these in everyday behaviour and communication. Let us review the next steps towards implementation.

From rule book to implementation

The cornerstone to appropriate implementation is comprehensive awareness. Everyone in the team needs to know the rules and their relevance to efficient business communication. 

Some of the best practices around awareness are:

  • Create a business etiquette policy

To underline the importance that your business lends to excellence in business texting, it is a good idea to articulate a policy around the same. The policy needs to be shared with each employee. Better still, employees should be encouraged to acknowledge their understanding, or the lack thereof, of the policy.

  • Communicate the policy

All businesses have their own internal communication systems—from placards in the shop or office floors, physical notice boards, digital boards, and email to intranets. 

Together with other important policies like quality or customer orientation, this policy should also be available everywhere for viewing or referencing.  

  • Conduct orientations and trainings

Most good businesses lay strong emphasis on talent development. They have a defined roadmap that details everything, from new employee orientations to regular training. 

We also know that employee mannerisms in customer engagements have a direct bearing on the brand image of any business. 

It is always a good idea to consistently reinforce the importance of professional business texting and go through the right way to text as a refresher. 

Hence, training in rules around etiquette in business texting needs to be a part of all regular training programs. 

  • Enable teams to manage crises

Despite driving sensitivity and all the training, there could always be a situation when something goes wrong.

For example, a batch of messages may go out with incorrect information. 

How to recover from such instances is another element that needs to get addressed in the training module. 

So, to recover from an embarrassing instance without dishonesty is a learning that is as important as knowing how to do it right in the first place. 

Final words

While texting comes naturally to most people on this planet, there indeed are differences in personal and business texting. 

In the modern world, texting has proliferated in business environments for its benefits. Hence, it becomes crucial to define certain rules of engagement for this mode of communication.

There are etiquettes, rules, and best practices that need to be followed when it comes to engaging with customers or even internal team members. And it is crucial to train employees on these. 

After all, the way our employees communicate through texts reflects on the image of the business. 

This needs to be done, and there will never be a better time than now. 

At Acefone, we assist businesses in elevating their communications to the next level and building strong customer relationships. To know more, get in touch with our experts at 1888-859-0450 or send an email at [email protected].

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Acefone provides a broad range of cloud communication services to businesses of all sizes, which includes Hosted Phone Systems, Free Phone Numbers, and Cloud Contact Center Solutions. Being the UK's leading provider of VoIP service provider, we always strive to provide excellent customer service and high-quality custom solutions to our customers.

Using VoIP Reports as Part of the Future Foundations of your Business’ Growth

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Yukti Verma

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category VoIP Phone Service calendar February 21, 2022 clock 7 mins read eye Reads: 846

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VoIP phone system have many benefits to their business users, from collaborative tools to amazing features that elevate your business. Arguably the most important benefit is the detailed reports, and their ability to build the future foundations of your business.

Detailed reports can be pulled at any time from your phone system, and can inform major business decisions. Business owners want their big decisions to be based on facts rather than assumptions, so having this information at your fingertips is the ideal way to do so.

Whether your stakeholders want updates, or you just want to check and see how your team is performing—VoIP reports provide the ideal solution in minutes.

This article will look at what VoIP reports can tell you about your business, and how you can use them to create future plans for your business.

Real-time reports

With VoIP reports, you can get insights into your business’ calls at any given moment. This means that you can log in on different days and times and access data in real time.

By having the ability to access real-time data, you can get a more accurate and detailed view of how your business is operating on any given day. 

If you notice one day or time is busier than the rest, then you can plan this for your future developments. You could rota more staff to be on the phones during your busy times, and less in quieter times so your staff can be as productive as possible.

By using these insights, you can save valuable time and money by ensuring you only have the staff you need working at any given time. Plus, you can deliver better service for customers by ensuring your staffing levels are correct for their needs.

Real-time reporting is a fantastic way to ensure that your business is running smoothly. Real-time reports give you the chance to make changes to your staff levels and act on feedback happening right now – rather than waiting until it is too late or risking missing a trend.

Track all calls and monitor trends

On the cloud based phone system portal, you can track all calls coming into and out of your business. The powerful reporting tools enable you to easily identify and monitor developing trends and make changes to your future business plans based on real data insights. 

By tracking incoming calls, you can tell a lot about your customers. You can see their locations, and decide whether you might want to add a local number in popular areas to make it easier for customers to contact you, or increase marketing spending in that particular area.

You can also see exactly how long customers have had to wait in queues, and get an average waiting time too. This means that you can identify if customers are waiting too long to get through to you, and can allocate staff accordingly. 

Business owners can also tell how many calls have been missed. If you are seeing a lot more missed calls it may be that staff need a bit more training on managing their time effectively, or they need extra help in the form of temporary remote workers connecting to your VoIP system to get them through the busy times. 

Finally, you can monitor outgoing calls too. You can see everything from the number of calls made, to the phone numbers and time spent on these outgoing calls. 

By monitoring these calls and having accurate data you can see how much time each agent is spending on outreach for your business. This gives you the opportunity to know exactly how much time you need to allocate for each agent to complete this task efficiently.

By giving staff enough time to reach out to customers, you can be sure that they are able to deliver great service. When staff deliver amazing customer service and have the time and support to do their best work, your business is sure to benefit too!

Monitor agent productivity and performance

Your staff is the backbone of your business, so ensuring they are equipped to do their job to the best of their ability is key to the smooth functioning of your business.

With VoIP reports, you can dig down into the data and filter by specific agents. This means you can see details on the calls made and received by the staff member, their call waiting time, idle time, voip call recording and much more.  

By having access to this data, you can ensure that the staff member gets all the relevant training and support they need. Should you identify a weaker area for this person, you can give them some extra training to get them on track or can use call recordings to help them.

You can also ensure that high-performing staff members are given credit for their hard work, and can potentially use the data to identify staff members who could be in line for promotions. 

However you use the staff data, you can improve the future prospects of your business. By having a strong workforce, your company will be strong too and able to deliver amazing service to customers—therefore growing your customer base and retaining a loyal following.

Keep track of call costs

Another key consideration for businesses is call costs. All businesses want to get the most from their contracts and don’t want to pay over the odds.

To protect your cash flow, VoIP reports can tell you exactly how much each call has cost you and you can make changes to your contract in the online portal.

If you notice you are regularly going over your allocated minutes, you can increase your allowance to ensure you are covered and not incur unnecessary costs. Similarly, if you never reach your allowance you can take your allowance down so you only pay for what you use.

You might find you are making lots of international calls, so you can add these to your plan too so you will never pay too much for your calls. VoIP is already cheaper because it only needs an internet connection, so saving even more money is an added bonus.

If you have an accurate figure on your call costs, you can use this to forecast your future spending on telephony and ensure that you can work this into your budget. 

There is no guesswork when you have detailed reports at your fingertips, and you can ensure that you have the most cost-effective business phone system for your business.

See which marketing campaigns work best

With VoIP reports, you can see in seconds which marketing campaigns have generated the most calls to your business. VoIP gives you the ability to set up different phone numbers for different campaigns, so it is simple to pull the data together in your online portal.

You can use the information given by your VoIP reports to make informed decisions on where to invest more marketing spend. If you see one advertising medium is working better than another you can invest where it is most effective rather than wasting valuable funds.

This information means that your marketing team is creating highly relevant campaigns that resonate with your customers and you are only spending money in the places where your customers are responding to your marketing.

Build the future of your business with VoIP reports

VoIP reports give you easy access to all the information you need to make informed decisions about the future of your business. With information on everything from call costs to marketing impact, you can delve into what makes your customers tick.

By having this information available at any time, in a few clicks, you are able to be upfront and transparent with your stakeholders and can provide any information they might ask for. 

All elements of your business are accountable for their success, and you can see exactly where the weaker points are and work on making them stronger!

This information is invaluable to businesses and is a great starting point for building the future of your business.

To find out more about VoIP reporting feature and how it can help you with your future plans, call us today on 1888-859-0450 or drop us an email at [email protected].

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Yukti Verma

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Yukti is a content marketing enthusiast with a soft spot for Saas. She loves weaving complicated concepts into simple stories. When not at work, she is found reading books or watching movies.

Effective Sales Onboarding: How SaaS can Help Sync your Sales and Support Team

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category Operations calendar February 17, 2022 clock 7 mins read eye Reads: 764

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To generate increased profits and higher customer satisfaction, an organisation’s sales and support teams need to work in sync. Thus, it seems logical to use the latest technology available to ensure both teams can work as effectively as possible and deliver unparalleled results.

SaaS or Software as a Service is a solution that can benefit both of these teams. Not only does it ensure better collaboration between sales and support agents but it also helps them work in tandem by providing them easy access to data stored on the cloud.

It doesn’t matter what industry you are operating in, SaaS can be used almost anywhere, and is always a secure place to store your valuable customer data. 

This article will explain exactly what SaaS is and how it can help you sync your sales and support team for the benefit of the wider business and customer satisfaction.

What is Software as a Service?

Put simply, SaaS is an online-based service that can host your servers and databases. The information stored online can be used on any device that is connected to the Internet. You can also control which employee gets access to your data, making for a more secure work environment.

SaaS is accessed through a subscription service, which means that you don’t need to install it on specific machines—anyone can access the application so long as you give them access.

This means that with SaaS, there is no need for expensive hardware or maintenance packages. Which in turn means, you don’t need to hire IT professionals for its maintenance as the same is also done by the service provider. 

Moreover, SaaS solutions are simplified for day-to-day use and don’t require in-depth technical knowledge to operate.

Not just that, SaaS is perfect for businesses with either a completely remote workforce or a mix of remote and office-based workers. The nature of the tool makes it simple for workers all over the world to collaborate through conference calls, shared spaces, instant messaging and much more.

How can SaaS sync your sales and support teams?

There are a number of ways in which your sales and support team can work together with SaaS solutions. Even if they aren’t in the same space physically, they can still collaborate effectively and nurture amazing work relationships.

The solution offers a unified online portal that gives your team access to centralised information and features. Not having to toggle between windows or screens helps employees to deliver coordinated and personalised service to the customer and add value at every stage of the purchase process.

Here are just a few of the ways in which you can use SaaS software to create a synchronised sales and support team.

Automation tools

SaaS integrates well with a plethora of automation tools which make following customer journeys simple and ensure that nothing is missed along the way.

For example, with a VoIP phone system, you can use the online portal to set reminders to follow up with customers at certain points in their buying process. 

You might want to have an initial sales call, and then follow up with your support team calling the customer to see if they have any questions. Alternatively, you could schedule a support call after a customer has made a purchase to see if they need any assistance. With SaaS all of your applications can be connected, so a call can automatically be scheduled into your CRM system and will be visible to any other member of staff.

By using automation you can ensure that each and every customer gets the same level of service. Automation also ensures that opportunities are not missed by keeping all your teams on the same page since your system reminds everyone of the tasks they need to complete. 

Use analytics to spot trends

The beauty of SaaS is that it allows you access to detailed analytics about your business. With a hosted phone system, everything, from call costs to waiting times, is available to you and accessible from anywhere, anytime. 

SaaS also enables analytical reports on your agents’ behaviour and performance. You can receive scheduled agent performance reports on a weekly, fortnightly, or monthly basis directly in your email. 

These reports help you identify trends and even bottlenecks.  And the analytics can be used for better decision-making on everything—from marketing to sales and even customer experience. 

So, for instance, you can use the statistics to see exactly where calls are coming from and whether your waiting times are acceptable to customers. Armed with this information, you can put more money into the routes that your calls are most likely to come from to increase conversions. 

Or, you can use the information on popular call times to ensure that you have more support staff on hand to resolve queries during busy periods.

With SaaS, you can also send automated surveys out after a sales call to get details on customer satisfaction and identify any room for improvement. This information can be processed directly into your CRM and you can use the analytics to define training opportunities for staff or give them compliments on great service.

No matter what type of SaaS solution you are using, you can use the shared information and customer insights to easily build advanced dashboards with relevant information on all aspects of your team’s performance. Partnering with a SaaS PPC agency can amplify these efforts by driving targeted traffic and generating qualified leads.

Use recordings for training purposes and security

With a VoIP phone system, businesses can use features like call recordings and monitoring to help coach new and existing staff. Whether staff is in the sales or support team, they will all benefit from training—and using real calls from actual customers is a great way to do this. 

The call recording feature comes with a hosted phone system and can be accessed easily within the online portal. These calls can serve as examples of good and bad customer service, helping new staff learn and develop.

For example, your support team may listen to a sales call and notice an opportunity for the sales team to refer to customer support or vice versa. This collaboration will inevitably lead to increased profitability and productivity too.

Along with call recordings, you can also use automated transcribing software to ensure you have a record of all your sales interactions in writing. These transcriptions can be emailed automatically to the customer with a range of different SaaS applications so that both customers and staff can refer to them if needed.

An automated transcript software reduces the manual effort for your team and also reduces the chances of any errors. Agents can simply look back at the transcripts and ensure they take the relevant actions from each call. 

Hold team meetings to discuss progress and increase productivity

Team meetings are a great way to encourage collaboration across your team members. They provide executives with a space to share ideas, update each other on the progress of specific leads and identify opportunities for collaboration.

Using a SaaS solution, you can hold conference calls or video calls with your team members across the world. There is no limit to the number of people you can invite to your team meeting so you can ensure that everyone is involved in the most important conversations. 

Remote team meetings can be just as productive as in-person meetings. You can circulate an agenda before each meeting to ensure everyone is on the same page. 

Staff can join in from anywhere in the world and can connect as long as they have a stable Internet connection. Additionally, they can access meeting recordings and catch up in case they’re not able to attend it. 

By including everyone, you can go one step further to sync up your sales and support team. 

Productivity can also be increased by using SaaS features to the best of their ability. The solution gives you the chance to automatically sync your contacts with any business tools or shared workspaces you may use, giving everyone access to the latest information.

Customer calls can be automatically scheduled, leads can be passed from support to sales to nurture, and customer information can be pulled up in any application. This means you can take a consistent approach across your sales and support team, and avoid looking unprofessional owing to duplicated calls.

Use SaaS to sync your sales and support team

This article has highlighted just a few of the ways in which SaaS technology can synchronise your sales and support team. 

By connecting these teams and ensuring they can all access the information they need from your database, you can enhance their productivity and increase customer satisfaction. 

The many features available to you, such as video conferencing or automation, help you deliver stellar customer service by increasing the consistency and reliability of your operations.

With SaaS, getting your teams on the same page won’t be difficult—their virtual connections can be just as effective as their physical meetings. Hosted phone systems, a part of the SaaS family, provide crystal clear internal as well as external communications. 

To find out more about hosted phone systems and SaaS, call us today on 1888-859-0450 or drop us an email at [email protected] for more information.

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Acefone provides a broad range of cloud communication services to businesses of all sizes, which includes Hosted Phone Systems, Free Phone Numbers, and Cloud Contact Center Solutions. Being the UK's leading provider of VoIP service provider, we always strive to provide excellent customer service and high-quality custom solutions to our customers.