Zingtree Tags: interactive troubleshooting

The Feedback Loop: Getting Comments From End-Users and Agents

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One new feature super-user Travis suggested to us was the ability for people using trees to send notes back to the authors. For Travis’s company, they wanted a way for their Call Center agents to easily comment on any node, and have that feedback reach the authors of the tree. This seemed like such an obviously beneficial idea that we re-prioritized to make it happen.

The result is a subtle comment bubble, which can appear at the bottom right-hand-side of any tree: 

This quick video shows how it works:

How the Feedback Loop Works

Both Zingtree hosted end-user trees and internal agent (Call Center) trees can use this feedback feature. To illustrate, we’ll use the Zingtree Agent Portal as an example.

Here’s how a tree appears, showing the comment bubble:

 

When an agent clicks the comment bubble, they get a simple pop-up feedback form:

When feedback is sent, all authors get an email notification:

You can see all nodes with comments from Overview. They have an icon like this: 

Example:

Finally, when you Edit a Node, you can see and delete all comments, like this:

Comments for End-User Support Trees

This feature is not limited to Call Centers. If you’re using Zingtree for end-user support, you can enable the comment bubble in Zingtree-hosted trees. Use the Advanced Hosting Options from Publish, Zingtree Hosting, or simply add this to the URL for your tree:

&feedback=1

Customer Support Case Study: Applian

Here’s an example of how Zingtree’s interactive decision trees are helping to improve and advance customer support processes in a cutting-edge software company. 

Applian Technologies develops powerful, affordable streaming media recording software for the Windows and Mac user. As a bustling technology company, Applian has always used traditional support methods to stay ahead of customer communications. After performing a ticket analysis, they found that they were spending far too much time and resources on each ticket, and decided to take action.

After adopting Zingtree’s solution, Applian was able to save over 15 hours each week on support communications, $30,000 in valuable resources, and more!

You can view the case study below, and open a PDF version here.

casestudy-applian

Want to see more? Explore the Zingtree Gallery for examples of how our decision trees and interactive solutions provide value for businesses!

Updates: Tree Node Enhancements, Server Reliability

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This week’s updates, as always, are all about YOU. Some recent customer requests that we added into Zingtree include:

  • Persistent buttons now can be accessed via keyboard tabbing (Thanks Carl!)
  • Tree nodes now have option to jump to a specific node in new tree (Thanks Oi Yee!)

And some other things that everybody wants:

  • Added some server reliability checks and redundancy. We had a little bit of down time this week, and thanks to Amazon we now have a better system in place to keep traffic away from unhealthy servers.
  • Cleaned up Tools menu colors and button positions. Hopefully this makes more sense, and you all have discovered the goodies in the More Tools menu by now.
  • There are also a few more data integrity checks when using Designer.

Our customers are always smarter than we are, so if you have a suggestion, comment or bug report, tell us here.

Updates: Collaborators and Billing

Thanks to your suggestions, we’ve had a slew of great ideas for updates. Most recently, we’ve focused on how we handle the roles of multiple people in an organization all using Zingtree. Here are the highlights:

  • Add/manage Collaborators has moved to the drop menu under This Tree, and on the main page of tools.
  • Unassign (remove myself as collaborator), is now called “Remove Me”, and it found under manage Collaborators.
  • The Collaborators screen shows YOUR permissions for the current tree.
  • For payments and billing, there is now a single person in each organization that manages that function. Just this person gets email notices of receipts, too. This “Billing Administrator” can assign the role to someone else.

We also fixed a couple of small bugs, and did some usability studies and enhancements – all very subtle.

As always, please share your great ideas with us!

 

How to Train Customer Service Agents for Success

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No matter the reasons why a customer chooses to reach out to you, it’s important that each agent is professional, knowledgeable, courteous, and can offer expedited assistance. Training targeted specifically to areas of competency, efficiency and customer service best practices are all requirements to delivering excellent customer care.  

Training alone is not enough to account for consistent customer service delivery, though; the software that customer facing agents rely on is equally important. The technology surrounding CRM platforms is evolving and nowadays it is easier to stay nimble thanks to cloud technology. Another big change in software is the analytic capabilities that allow companies to incorporate some pretty nifty features such as customized scripts (like Zingtree!) and persistent ticket tracking, which allow for better customer experiences.

Let’s review a few training tips to take your customer service from good to awesome.

Use Your Knowledge

Customers are coming to you with a lot of product awareness, but they still expect your representative to be the expert. Customer facing agents should be trained thoroughly on all of the products and services they are responsible for representing, in addition to knowing where to quickly send a customer if s/he requires help or service from another department. Beyond product knowledge, training should be comprehensive regarding the software/hardware platforms the agent is working with.

Always Be Professional

Training customer facing agents how to handle frustrated and irate customers is key for employee morale and low turnover. If agents aren’t fully and properly trained in working with upset customers, you can plan on a revolving door in your contact center. Customer facing agents who can remain professional, even when tested, will reflect well on your company. Training agents to remain professional whenever they’re representing your company should be ongoing – there is always room for improvement!

Remain Courteous

The push and pull of a profitable company call center requires agents to efficiently resolve a customer’s issue, while also remaining polite and courteous. Training agents in how to be polite and productive is a practiced skill. As more customers demand personalized care, agent training that teaches manners and personalization techniques will be rewarded with customer loyalty.

Have Departmental Knowledge

Before an agent is allowed to work with customers, he or she needs to be broadly aware of the functions and roles of the other customer-serving departments. The next step is to ensure proper training in how to patch a customer through to the right person; this is where the need for an omni-channel strategy comes in. It’s easy to see how frustrating it can be for customers to start with one agent, then get transferred to another while having to start over at the beginning if your software doesn’t track a customer through different channels or departments.

As with all training programs, it should be relevant, easy to absorb, and appropriate to the learner. Making training tools available for various types of learners is important if what is being taught is to be incorporated into the workplace.

Customer facing agents are under a lot of stress and pressure but a good training program that is ongoing pays off in that employees are more satisfied in their jobs, which ultimately translates to more satisfied customers!  

 

This article was written by Jodi Beuder of MHI Global. Are you interested in submitting a guest blog post? Please contact us!