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Holiday Sta鍖ng
for Contact Centers

Three Pivotal Tips to Prepare for the Holiday Rush &
Optimize the Customer Experience in Your Contact Center
What is your strategy this holiday season for o鍖ering your customers the highest level of
service while maximizing the pro鍖tability of each customer interaction?
Check out the tips below to ensure your contact center is prepared during the holiday rush
to deliver optimal customer service.

Opening Date: 10/12/12

NAME

CURRENT OFFERS AVAILABLE
TO CUSTOMER

Account #: 86-7659-2001

ACCOUNT TYPE:
Checking

Savings

Credit Card

Balance ($):

597.87

NOTES

Standard: 76
Goal: 85
Quality: 96

PLATINUM CARD

85

Contact: Jane Automation  Service Cloud Console

TELLER PRO
First Name

Last Name
Client Details

Search

Checking #

1703-224-9002

Logansport

Jane

1101 Michigan Ave.

City

Logansport

State

IN

Zip

785-44-1234

Jane Automation

Checking

FICO Score
Jane Automation

46947

Description
Amount

Edit

Name

46947

785-44-1234

CTI Screen Pop

Email
Phone Number
First Name
MAINFRAME  XTRA Xtreme

Jane

Last Name
Account Number

2001

Answer

Hangup

Help

AccountID

jane@openspan.com

I changed a note
011000315WYZ

Interaction Log

Automation

Name

Jane Automation

Related To

Notes

Subject
Next Call

OpenSpan Real-World Scenerios

Type: Comments
Merchant ID: 2382-001
Visa/MC: Y

52

Notes

Account Detail

Credit Cards:

2382-8501-4510-3891

Trouble Shoot KM

Gary Goldstandard

Reports To
Days since last activity

703-654-9875

Hour: 19:34
Home

Account: 2001
Status: Closed

Trouble Shoot

Contact Owner

785-44-1234

Save
Clear
Options

Date: 08/08/08

CC#

785

Work With Portal

Mobile

Incoming Call Details

Session

Clone

Jane Automation

Name
Phone

Call

VoIP

Notes

Tools

Delete

OPEN DASHBOARD

678-527-5400

SSN

View

Credit Score

MAIN785
FRAME

Name

Zip

Edit

OpenSpan

Credit Card
2382-8501-4510-3891

IN

Balance

Phone

File

SERVICE CLOUD CONSOLE
OS Acct. ID 2345-2001

Acct. ID

Home

Account Types

State

Automation

SSN
Home
First Name
Address

SEARCH
2001

1101 Michigan Ave

City

Automation

2001

Customer Number

Last Name

SALESFORCE
Street

Jane

TellerPro v1.0

CUSTOMER INFO

Discover: N

Account Activity

#1

Use One Screen to
Rule Them All

 Create a customer 360 view that will tap into di鍖erent
systems that contain customer information from a
single window!
 Decrease costly and time-consuming training time for
contact center agents
 Create seasoned agents that can spend more time
interacting with the customer and making sales  not
navigating multiple systems and copying/pasting data

Provide Access to
Critical Customer Data
 Provide agents with access to real-time data including
accurate pricing and inventory availability to communicate
to customer
 Agents must be able to access multiple systems with
limited navigation system to system
 Present Next Best O鍖er guidance to the contact center
agent to drive increased revenue and leverage
cross-sell and up-sell opportunities

#3

Contact: Jane Automation  Service Cloud Console

SEARCH

SERVICE CLOUD CONSOLE

TellerPro v1.0
Home

Client Details
Customer Number

2001

Last Name

Automation

Search

Checking

Home
First Name

Jane

Address

1101 Michigan Ave.

City

Logansport

State

IN

Amount

Edit

Balance

Name

46947
678-527-5400

SSN

785-44-1234

CTI Screen Pop

Phone

Call

Email
Phone Number

Jane

Options

Date: 08/08/08

Trouble Shoot

Contact Owner

Trouble Shoot KM

Gary Goldstandard

Reports To
Days since last activity

52

Notes

I changed a note

AccountID

jane@openspan.com

011000315WYZ

Interaction Log

Last Name

Automation

Account Number

2001

Answer

Session

Work With Portal

785-44-1234

First Name

Tools

Clone

703-654-9875

Mobile

Incoming Call Details

Save
Clear

View

Delete

Jane Automation

Name

VoIP

Notes

MAINFRAME  XTRA Xtreme
Edit

Credit Score
785

Name

Zip

File

OpenSpan

Jane Automation

Description

Phone

#2

Jane Automation
Credit Card
2382-8501-4510-3891

Account Types

Hangup

Help

Name

Jane Automation

Related To

Notes

Subject
Next Call

OpenSpan Real-World Scenerios

Hour: 19:34
Home
Account Detail
Account: 2001
Status: Closed
Credit Cards:

Type: Comments
Merchant ID: 2382-001
Visa/MC: Y

Discover: N

Account Activity

Provide Holiday Worker Incentives
for Millennial, Seasonal Employees
Drive holiday sales and help agents meet sales quotas as well as increase upsell
and cross-sell metrics for incentive pay by using gami鍖cationgaming
techniques used in the workplace to achieve levels of performance and engage
the millennial generation

With these key tips the hectic holiday season can become simple and
streamlined. Consistent, high level customer service can be achieved
even with temporary holiday hires. Give your seasonal workers the
information and tools to discover a Better Way to Work.
www.openspan.com
v1013

Follow us online

More Related Content

Holiday Staffing for Contact Centers - Prepare for the Holiday Rush!

  • 1. Holiday Sta鍖ng for Contact Centers Three Pivotal Tips to Prepare for the Holiday Rush & Optimize the Customer Experience in Your Contact Center What is your strategy this holiday season for o鍖ering your customers the highest level of service while maximizing the pro鍖tability of each customer interaction? Check out the tips below to ensure your contact center is prepared during the holiday rush to deliver optimal customer service. Opening Date: 10/12/12 NAME CURRENT OFFERS AVAILABLE TO CUSTOMER Account #: 86-7659-2001 ACCOUNT TYPE: Checking Savings Credit Card Balance ($): 597.87 NOTES Standard: 76 Goal: 85 Quality: 96 PLATINUM CARD 85 Contact: Jane Automation Service Cloud Console TELLER PRO First Name Last Name Client Details Search Checking # 1703-224-9002 Logansport Jane 1101 Michigan Ave. City Logansport State IN Zip 785-44-1234 Jane Automation Checking FICO Score Jane Automation 46947 Description Amount Edit Name 46947 785-44-1234 CTI Screen Pop Email Phone Number First Name MAINFRAME XTRA Xtreme Jane Last Name Account Number 2001 Answer Hangup Help AccountID jane@openspan.com I changed a note 011000315WYZ Interaction Log Automation Name Jane Automation Related To Notes Subject Next Call OpenSpan Real-World Scenerios Type: Comments Merchant ID: 2382-001 Visa/MC: Y 52 Notes Account Detail Credit Cards: 2382-8501-4510-3891 Trouble Shoot KM Gary Goldstandard Reports To Days since last activity 703-654-9875 Hour: 19:34 Home Account: 2001 Status: Closed Trouble Shoot Contact Owner 785-44-1234 Save Clear Options Date: 08/08/08 CC# 785 Work With Portal Mobile Incoming Call Details Session Clone Jane Automation Name Phone Call VoIP Notes Tools Delete OPEN DASHBOARD 678-527-5400 SSN View Credit Score MAIN785 FRAME Name Zip Edit OpenSpan Credit Card 2382-8501-4510-3891 IN Balance Phone File SERVICE CLOUD CONSOLE OS Acct. ID 2345-2001 Acct. ID Home Account Types State Automation SSN Home First Name Address SEARCH 2001 1101 Michigan Ave City Automation 2001 Customer Number Last Name SALESFORCE Street Jane TellerPro v1.0 CUSTOMER INFO Discover: N Account Activity #1 Use One Screen to Rule Them All Create a customer 360 view that will tap into di鍖erent systems that contain customer information from a single window! Decrease costly and time-consuming training time for contact center agents Create seasoned agents that can spend more time interacting with the customer and making sales not navigating multiple systems and copying/pasting data Provide Access to Critical Customer Data Provide agents with access to real-time data including accurate pricing and inventory availability to communicate to customer Agents must be able to access multiple systems with limited navigation system to system Present Next Best O鍖er guidance to the contact center agent to drive increased revenue and leverage cross-sell and up-sell opportunities #3 Contact: Jane Automation Service Cloud Console SEARCH SERVICE CLOUD CONSOLE TellerPro v1.0 Home Client Details Customer Number 2001 Last Name Automation Search Checking Home First Name Jane Address 1101 Michigan Ave. City Logansport State IN Amount Edit Balance Name 46947 678-527-5400 SSN 785-44-1234 CTI Screen Pop Phone Call Email Phone Number Jane Options Date: 08/08/08 Trouble Shoot Contact Owner Trouble Shoot KM Gary Goldstandard Reports To Days since last activity 52 Notes I changed a note AccountID jane@openspan.com 011000315WYZ Interaction Log Last Name Automation Account Number 2001 Answer Session Work With Portal 785-44-1234 First Name Tools Clone 703-654-9875 Mobile Incoming Call Details Save Clear View Delete Jane Automation Name VoIP Notes MAINFRAME XTRA Xtreme Edit Credit Score 785 Name Zip File OpenSpan Jane Automation Description Phone #2 Jane Automation Credit Card 2382-8501-4510-3891 Account Types Hangup Help Name Jane Automation Related To Notes Subject Next Call OpenSpan Real-World Scenerios Hour: 19:34 Home Account Detail Account: 2001 Status: Closed Credit Cards: Type: Comments Merchant ID: 2382-001 Visa/MC: Y Discover: N Account Activity Provide Holiday Worker Incentives for Millennial, Seasonal Employees Drive holiday sales and help agents meet sales quotas as well as increase upsell and cross-sell metrics for incentive pay by using gami鍖cationgaming techniques used in the workplace to achieve levels of performance and engage the millennial generation With these key tips the hectic holiday season can become simple and streamlined. Consistent, high level customer service can be achieved even with temporary holiday hires. Give your seasonal workers the information and tools to discover a Better Way to Work. www.openspan.com v1013 Follow us online