rlochary

Ruth Lochary

rlochary@commprod.com

Call Center Leader challenge: Making your agent’s game count

Posted by Ruth Lochary
Aug16
rlochary

I’d never been to an NFL game until a couple of years ago.  CPI installed the phone system in Lucas Oil Stadium in Indianapolis.  I was a member of the project team.  As a result, I was awarded tickets to a Colts game.  I also got to attend a game last season.  Wow – what incredible experiences.  The stadium was rocking – loud – enthusiastic – electric.  People were screaming, stamping their feet, and standing for every Colt’s play.  The fans even cheered for the silly little contests that were played by Blue, the Colt’s mascot, during time-outs!  They were truly awesome events to attend!

Yesterday, I attended the Colt’s first preseason game for the 2010-2011 season.  There were 66,000 people in attendance.  People cheered when the team was introduced.  They screamed and applauded when Peyton Manning was presented the trophy for winning last year’s MVP award before the game.  Next, they cheered for the opening kickoff….but it wasn’t the same.  The atmosphere was much quieter, calmer, even sedate at times.  I saw a guy a couple of rows down from me reading the paper during the second quarter!  The stadium screen flashed a message that said “Make some NOISE” and nothing happened.  It was a totally different experience.

About half-way through the first quarter, I leaned over to my husband and commented on the difference in the “feeling in the air.”  He said, “Of course.  This one doesn’t count.”  I thought about that for the next few minutes as Peyton and company left the field after a scoring drive.  They didn’t return to the game…because it didn’t count.  I started thinking about what this means for us as leaders (like I said, it was a different kind of game to attend!).

It’s my job as a leader to let my people know that their work counts.  It’s my job as a leader to show them that they count…that they’re important…that their effort has meaning for our customers and our business.  It’s my job to create the electricity in the air, to be enthusiastic, to scream and clap when they score a touchdown (by satisfying a customer need the first time!).  Here’s three quick things you can do as the coach to help your call center agents know they count:

  1. Call Center Agents count when they see a vision and know how their work contributes to the scoring drive.  Clearly define a vision for your organization – make sure everyone knows what it is – and make sure you live it in everything you do.
  2. Call Center Agents count when they know you appreciate their work.  Reward them when you catch them doing something good.  Say great things about them to leaders in other departments.  Make sure their work gets featured in your company newsletter.  Put their picture on your department scoreboard (or on the outside of your cube!).  People love to have fans – be your agent’s greatest fan.
  3. Call Center Agents count when you create a clear path for them to grow. No one can play football forever.  When players retire, they go into broadcasting…or coaching…or business.  There a variety of paths for them to follow.  In the same way, no one can take calls in a call center forever.  Agents are looking for a path to follow.  Provide a clear one.  Be open about the fact that they’re going to want to move on at some point.  That kind of honesty helps create the “feeling in the air” that says “this game counts!”

Closing question:  what can you do today as a leader to help your agents know that they count?

Sharpening Your Call Center Staff

Posted by Ruth Lochary
Aug2
rlochary

When was the last time you used a good old #2 pencil? Remember those?  They’re the preferred writing instrument of elementary school students and standardized test takers all over the country.  (I clearly remember filling in those little circles with my #2 pencil.)  It’s back to school season and packs of pencils are popping up in stores everywhere.

I read something recently that amazed me – did you know that a pencil, on average, can produce 50,000 English words?  50,000 words!  That’s the equivalent of a 200-page novel.  There’s an incredible amount of potential in a little pencil.

That got me thinking about the potential in our call center staff.  I see some parallels to our pencils.  Pencils come in all shapes, colors and sizes – so do our people.  However, there are some things that are consistent for all of them.

Here are three that stand out to me:

First – they must be sharpened. A pencil’s 50,000 word potential can’t be unlocked until it’s sharpened.  It’s worthless before that.  Your people are the same way – then need to be sharpened…challenged…developed into something more than they were when they came to you.  Do you train them on new things regularly?   Do you give them regular feedback so they can sharpen their skills as excellent service providers?  You hold the key to unlocking their potential by offering to sharpen them regularly.

Second – sometimes you need to erase. My 9-year old son has a tendency to write his spelling words so fast that you can’t read all of the letters.  He has to erase and make it right.  I don’t yell at him for that – I encourage him to do the right thing with his homework.  In the same way, sometimes our call center agents do something that needs to be erased.  I believe we unlock lots more potential in our staff by creating an environment where admitting and correcting a mistake is an erasable – rather than unforgiveable – event.  People don’t come to work each day thinking about how to mess things up – but they do sometimes because they’re human.  Help them fix it and move on.  They’ll work hard to do it right for you the next time.

Finally, pencils wear out. Although there’s a lot of potential in a pencil, eventually, it wears out.  Great call center agents, eventually, want a new challenge.   Do you offer a clear career-path to your agents?  Can they progress into other areas of your company easily?  I always encouraged my agents to apply for jobs in other areas of our company (after spending awhile with us in the call center of course!).  I told them they were our ambassadors to other departments – letting others know about the challenges of being in the call center and serving our customers.  They carried our philosophy of being great service providers throughout the organization – and that benefitted everyone.


So, here’s my challenge for you:
go find a pencil – or a call center agent – and unlock some potential today!

How the power of… the pen can have a profound affect on Call Center agent Morale…

Posted by Ruth Lochary
Jul7
rlochary

We are such a technology focused society today.  (Look at how many IPhone 4’s Apple sold in one week.)  We want it fast.  We want it to be slick.  We want it now!  I had an experience this week that reminded me that the power of “fast,” “slick” and “now!” can be balanced with a simple ballpoint pen.

Two weeks ago, my 9-year old son attended summer camp with the Indianapolis Children’s Choir.  His music teacher recommended him for participation.  He had a great time and the week ended with an amazing concert performed by 800 children from all around central Indiana.

I got home from work last night and in the middle of the stack of sale flyers and bills was a little envelope with a hand-written address for my son.  It was a note from his music teacher telling him how proud she was of him.  She attended the concert and told him she could see and hear what a wonderful job he’d done.  Then, she wished him a “Happy Summer” and her note was finished.  My son, of course, was thrilled to get mail.  I was blown away by the thoughtfulness of a teacher taking a moment to make an impact on my son’s life.

You know, I used to keep a box of note cards in my desk.  I’d send handwritten notes to my call center agents when they got great monitoring scores…or when they got a promotion…or when I caught them doing something good.  I once visited a call center where the company president required his senior management team send him news about employees so he could send them hand-written notes.  You could see them hanging on the walls of cubicles all around the building.

We’ve got all kinds of management training for how to discipline and fire employees.  Here’s a suggestion for motivation that will cost you next-to-nothing.  Try sending a genuine, hand-written note thanking them for doing a good job.  The power of the pen creates incredible loyalty in the lives you impact by taking a moment to show you care.

Advanced Features of the Interaction Client (part 12)

Posted by Ruth Lochary
Jun11
rlochary

Interactive Intelligence Video Training GuideGet the most out of your Interaction Client with these power user features

Did you know that you have the ability to create rules for your calls just like you can for emails? This video will show you how to do that as well as set up other advanced features. Become a power user today. Download the 12 part Interaction Client Video Series Guide

CPI’s Interaction Client “Did You Know” Video Series:

Interaction Client overview:

Part 1 and 2) Are You Taking Advantage of the Power of the Interaction Client

Part 3) A Tour of the Interaction Client

The Basics:

Part 4) Managing Your Status in the Interaction Client

Part 5) Managing Directories in the Interaction Client

Part 6) 5 Different Ways to Make a Call from Interaction Client

Part 7) Basic Call Control with the Interaction Client

Part 8) Transferring and Conferencing with the Interactive Intelligence Client

For Power Users:

Part 9) Recording, Parking, and Camping with the Interaction Client

Part 10) How to Customize the Interaction Client to Your Unique Needs

Part 11) Working Remotely with the Interaction Client

Part 12) Advanced Features of the Interaction Client

Working Remotely with the Interaction Client (part 11)

Posted by Ruth Lochary
Jun11
rlochary

Interactive Intelligence Video Training GuideGet the most out of your Interaction Client with these power user featuresWhere are you working today?

Whether working from a home office or an igloo, you can take the power of your client with you. Learn 4 different methods to receive you communications: by sett your status, logging in to a remote number, logging in to a remote workstation, and by using remote tools such as web/mobile client editions. It’s easier than you think.

CPI’s Interaction Client “Did You Know” Video Series:

Interaction Client overview:

Part 1 and 2) Are You Taking Advantage of the Power of the Interaction Client

Part 3) A Tour of the Interaction Client

The Basics:

Part 4) Managing Your Status in the Interaction Client

Part 5) Managing Directories in the Interaction Client

Part 6) 5 Different Ways to Make a Call from Interaction Client

Part 7) Basic Call Control with the Interaction Client

Part 8) Transferring and Conferencing with the Interactive Intelligence Client

For Power Users:

Part 9) Recording, Parking, and Camping with the Interaction Client

Part 10) How to Customize the Interaction Client to Your Unique Needs

Part 11) Working Remotely with the Interaction Client

Part 12) Advanced Features of the Interaction Client

Managing Directories in the Interaction Client (part 5)

Posted by Ruth Lochary
Jun11
rlochary

Interactive Intelligence Video Training GuideGet the most out of your Interaction Client with these power user features“Directory Assistance, please?”

How to stop wasting your valuable time looking up phone numbers

Do you have an out-of-date company phone listing tacked on the wall of your cubicle? Did you know, all of that information is available at the click of a button in your Interaction Client? You can even add personal contacts for quicker access. Learn how to find numbers fast.

CPI’s Interaction Client “Did You Know” Video Series:

Interaction Client overview:

Part 1 and 2) Are You Taking Advantage of the Power of the Interaction Client

Part 3) A Tour of the Interaction Client

The Basics:

Part 4) Managing Your Status in the Interaction Client

Part 5) Managing Directories in the Interaction Client

Part 6) 5 Different Ways to Make a Call from Interaction Client

Part 7) Basic Call Control with the Interaction Client

Part 8) Transferring and Conferencing with the Interactive Intelligence Client

For Power Users:

Part 9) Recording, Parking, and Camping with the Interaction Client

Part 10) How to Customize the Interaction Client to Your Unique Needs

Part 11) Working Remotely with the Interaction Client

Part 12) Advanced Features of the Interaction Client

How to Customize the Interaction Client to Your Unique Needs – (part 10)

Posted by Ruth Lochary
Jun7
rlochary

Interactive Intelligence Video Training GuideGet the most out of your Interaction Client with these power user featuresTips and Tricks to customizing your client (part 10)

In this video we show you how to customize 4 areas of the client: alerting settings, recording personal prompts, setting general preferences, and enabling the Auto Status Changer. Make it work your way.

CPI’s Interaction Client “Did You Know” Video Series:

Interaction Client overview:

Part 1 and 2) Are You Taking Advantage of the Power of the Interaction Client

Part 3) A Tour of the Interaction Client

The Basics:

Part 4) Managing Your Status in the Interaction Client

Part 5) Managing Directories in the Interaction Client

Part 6) 5 Different Ways to Make a Call from Interaction Client

Part 7) Basic Call Control with the Interaction Client

Part 8) Transferring and Conferencing with the Interactive Intelligence Client

For Power Users:

Part 9) Recording, Parking, and Camping with the Interaction Client

Part 10) How to Customize the Interaction Client to Your Unique Needs

Part 11) Working Remotely with the Interaction Client

Part 12) Advanced Features of the Interaction Client

Blinking Lights

Posted by Ruth Lochary
Jun4
rlochary

Admittedly, I get up at a ridiculously early hour of the morning…so early, that it’s always dark when I get up.  This morning, as I got out of bed, I noticed blinking lights.  It took me a minute, but I realized that my husband’s smartphone had a green light blinking on his nightstand, and mine had a red light blinking on my nightstand.  I almost laughed out loud as I looked at the two of us with cell phones next to our bed – blinking – demanding our attention (at 4:30 in the morning!).

Today’s technology is powerful in its ability to help us stay in touch with our colleagues and our customers.  I spend my days helping our customers implement this technology to make improvements in their businesses.  I love what I do and I love what our technology can do for them.

However, there are times when you need to hit the pause button- for you and your customer’s sake…the blinking light letting you know that there’s another message for you to deal with…the blinking light asking for your attention…the blinking light demanding your response.  Where is the escape from the blinking light?  I’m not sure I have an answer in this hectic, 24/7 world we live in today. However, at some point today, I’m going to set my status to busy and take a few moments to prepare for the next blinking light.

How about you?  Does the blinking light on your cell phone or desk phone drive you?  Perhaps, some food for thought….

Recording, Parking, and Camping with the Interaction Client (part 9)

Posted by Ruth Lochary
May25
rlochary

Interactive Intelligence Video Training GuideGet the most out of your Interaction Client with these power user features3 powerful tools that many people don’t even realize are there

I’ll bet you think phone calls are just for talking. Did you know that, using your Interaction Client, your calls can park and you can go camping – without a tent? Watch this video to learn how these tools will make your communications more efficient.

CPI’s Interaction Client “Did You Know” Video Series:

Interaction Client overview:

Part 1 and 2) Are You Taking Advantage of the Power of the Interaction Client

Part 3) A Tour of the Interaction Client

The Basics:

Part 4) Managing Your Status in the Interaction Client

Part 5) Managing Directories in the Interaction Client

Part 6) 5 Different Ways to Make a Call from Interaction Client

Part 7) Basic Call Control with the Interaction Client

Part 8) Transferring and Conferencing with the Interactive Intelligence Client

For Power Users:

Part 9) Recording, Parking, and Camping with the Interaction Client

Part 10) How to Customize the Interaction Client to Your Unique Needs

Part 11) Working Remotely with the Interaction Client

Part 12) Advanced Features of the Interaction Client

Transferring and Conferencing with the Interaction Client (part 8)

Posted by Ruth Lochary
May19
rlochary

Interactive Intelligence Video Training GuideGet the most out of your Interaction Client with these power user featuresSee how easy it is to transfer calls and create instant conferences with just a click

Did you know that your Interaction Client offers several ways to transfer and conference calls? In this video you will learn how to use blind transfers and consult transfers. In addition, you will learn how to create an instant conference with the click of your mouse. See how easy it really is.

CPI’s Interaction Client “Did You Know” Video Series:

Interaction Client overview:

Part 1 and 2) Are You Taking Advantage of the Power of the Interaction Client

Part 3) A Tour of the Interaction Client

The Basics:

Part 4) Managing Your Status in the Interaction Client

Part 5) Managing Directories in the Interaction Client

Part 6) 5 Different Ways to Make a Call from Interaction Client

Part 7) Basic Call Control with the Interaction Client

Part 8) Transferring and Conferencing with the Interactive Intelligence Client

For Power Users:

Part 9) Recording, Parking, and Camping with the Interaction Client

Part 10) How to Customize the Interaction Client to Your Unique Needs

Part 11) Working Remotely with the Interaction Client

Part 12) Advanced Features of the Interaction Client

Basic Call Control with the Interaction Client (part 7)

Posted by Ruth Lochary
May17
rlochary

Interactive Intelligence Video Training GuideGet the most out of your Interaction Client with these power user featuresThe Phone’s ringing – now what?

What happens when you receive a call? This edition of our Interaction Client “Did You Know” video series provides practical training on how to use your Interaction Client to answer and manage calls. You will learn how to use the button bar for basic call control and even learn how to pull callers out of voicemail. Learn More.

CPI’s Interaction Client “Did You Know” Video Series:

Interaction Client overview:

Part 1 and 2) Are You Taking Advantage of the Power of the Interaction Client

Part 3) A Tour of the Interaction Client

The Basics:

Part 4) Managing Your Status in the Interaction Client

Part 5) Managing Directories in the Interaction Client

Part 6) 5 Different Ways to Make a Call from Interaction Client

Part 7) Basic Call Control with the Interaction Client

Part 8) Transferring and Conferencing with the Interactive Intelligence Client

For Power Users:

Part 9) Recording, Parking, and Camping with the Interaction Client

Part 10) How to Customize the Interaction Client to Your Unique Needs

Part 11) Working Remotely with the Interaction Client

Part 12) Advanced Features of the Interaction Client

5 Ways to Place a Call from the Interaction Client (part 6)

Posted by Ruth Lochary
May12
rlochary

Interactive Intelligence Video Training GuideGet the most out of your Interaction Client with these power user featuresThe Enlightened Path to Dialing

Until you actually begin placing calls with the client itself, it’s difficult to understand how much easier it is than actually dialing the number on your phone. In this video you will learn how to place calls using click-to-dial, the drop-down list, call history, text dialing, and the dial pad. Master the art of placing phone calls from the client.


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CPI’s Interaction Client “Did You Know” Video Series:

Interaction Client overview:

Part 1 and 2) Are You Taking Advantage of the Power of the Interaction Client

Part 3) A Tour of the Interaction Client

The Basics:

Part 4) Managing Your Status in the Interaction Client

Part 5) Managing Directories in the Interaction Client

Part 6) 5 Different Ways to Make a Call from Interaction Client

Part 7) Basic Call Control with the Interaction Client

Part 8) Transferring and Conferencing with the Interactive Intelligence Client

For Power Users:

Part 9) Recording, Parking, and Camping with the Interaction Client

Part 10) How to Customize the Interaction Client to Your Unique Needs

Part 11) Working Remotely with the Interaction Client

Part 12) Advanced Features of the Interaction Client

Managing Your Presence in the Interaction Client (part 4)

Posted by Ruth Lochary
May10
rlochary

Interactive Intelligence Video Training GuideGet the most out of your Interaction Client with these power user featuresMaking a difference for 3 types of people you communicate with daily

The smallest line in your client is the client is the one with the most power. The status indicator allows you to communicate your presence to 3 types of people: your company operator or administrative assistant, your colleagues and, most importantly, your customers. Learn how.

CPI’s Interaction Client “Did You Know” Video Series:

Interaction Client overview:

Part 1 and 2) Are You Taking Advantage of the Power of the Interaction Client

Part 3) A Tour of the Interaction Client

The Basics:

Part 4) Managing Your Status in the Interaction Client

Part 5) Managing Directories in the Interaction Client

Part 6) 5 Different Ways to Make a Call from Interaction Client

Part 7) Basic Call Control with the Interaction Client

Part 8) Transferring and Conferencing with the Interactive Intelligence Client

For Power Users:

Part 9) Recording, Parking, and Camping with the Interaction Client

Part 10) How to Customize the Interaction Client to Your Unique Needs

Part 11) Working Remotely with the Interaction Client

Part 12) Advanced Features of the Interaction Client

A Tour of the Interaction Client (part 3)

Posted by Ruth Lochary
Apr26
rlochary

Interactive Intelligence Video Training GuideGet the most out of your Interaction Client with these power user featuresOverview of the 6 major areas of the Interaction Client

Consider this your basic roadmap on the major areas of the Interaction Client. Get familiar with the Interaction Client menu bar, number field, My Interactions tab, status indicator, Company Directory, and Configuration menu. Take a guided tour.

CPI’s Interaction Client “Did You Know” Video Series:

Interaction Client overview:

Part 1 and 2) Are You Taking Advantage of the Power of the Interaction Client

Part 3) A Tour of the Interaction Client

The Basics:

Part 4) Managing Your Status in the Interaction Client

Part 5) Managing Directories in the Interaction Client

Part 6) 5 Different Ways to Make a Call from Interaction Client

Part 7) Basic Call Control with the Interaction Client

Part 8) Transferring and Conferencing with the Interactive Intelligence Client

For Power Users:

Part 9) Recording, Parking, and Camping with the Interaction Client

Part 10) How to Customize the Interaction Client to Your Unique Needs

Part 11) Working Remotely with the Interaction Client

Part 12) Advanced Features of the Interaction Client

Are You Taking Advantage of the Power of the Interaction Client? (part 1&2)

Posted by Ruth Lochary
Apr23
rlochary

Interactive Intelligence Video Training GuideGet the most out of your Interaction Client with these power user features

Is your phone a boat anchor?

What is a client and why should you use it?

People used to collect music on albums, 8-tracks, cassettes, or CDs. Today, we carry an entire music library on something the size of a credit card. In the same way, your phone has evolved. Your Interaction Client provides power, presence and portability that a phone alone simply cannot offer. Learn why in this video.

CPI’s Interaction Client “Did You Know” Video Series:

Interaction Client overview:

Part 1 and 2) Are You Taking Advantage of the Power of the Interaction Client

Part 3) A Tour of the Interaction Client

The Basics:

Part 4) Managing Your Status in the Interaction Client

Part 5) Managing Directories in the Interaction Client

Part 6) 5 Different Ways to Make a Call from Interaction Client

Part 7) Basic Call Control with the Interaction Client

Part 8) Transferring and Conferencing with the Interactive Intelligence Client

For Power Users:

Part 9) Recording, Parking, and Camping with the Interaction Client

Part 10) How to Customize the Interaction Client to Your Unique Needs

Part 11) Working Remotely with the Interaction Client

Part 12) Advanced Features of the Interaction Client