Building Customer Relationships: A Head Start

iCohereby Don Mick

Is there a time when call center executives get to relax and enjoy the benefits of effec-tively managing a mission critical operation? In my experience, not often. As much as we know that managing customer relationships can provide strategic advantage to or-ganizations, most call center executives labor under the burden of being viewed as a necessary expense as they constantly try to meet rigorous performance standards while containing or cutting costs.

One effect of the reality of not being seen as a strategic asset is that call center executives are usually constrained to tactical efforts to improve performance. They seldom have the resources, people and money required to initiate strategic improvements in performance.

Is there a way for an assertive call center executive to “do customer relationship management”, a kind of “CRM light” as it were? The purpose of this brief article is to suggest that there is.
It is possible to understand what is frustrating to customers by having a dialogue with call center staff about what is frustrating for them. One way to quickly detect opportunities to improve the customer experience is by looking at what would improve the work experience of call center staff.

This is a 6 step process.

  1. Ask staff what frustrates them and what would make their work lives better,
  2. Assess what changes can be made to make improvements,
  3. Determine what changes effect the customer relationship,
  4. Test the improvements and get feedback from customers,
  5. Implement the improvements, and
  6. Assure consistency.

One of the first times I tried this process, the senior executives in the company asked what we would hope to get from staff. Wouldn’t they just say “more money”? Wouldn’t the list be short and non-actionable? In that instance a team of ten created a list of is-sues three pages long of things that would make their work life better. Many of the items focused on aspects of the relationship with the customers where staff felt stress be-cause they were not able to meet the customers’ needs in a seamless way.

This type of exercise usually produces a list of items that is both rich and actionable. Many of the ideas will not require technology to implement. For those that do, the proc-ess affords an opportunity to make a business case for the investment required to ac-quire the capability needed.

First line call center staff are people in direct relationship with customers every day. They genuinely share the customer’s pain when things are not going well. Sometimes the customer makes his or her pain the call center person’s pain when things are not going well. There is a significant advantage to call center staff having processes and business rules that help them please customers. Because they are in the relationship every day, they usually know what would please the customer.

What is different about this approach from more traditional strategic initiatives?

  • It starts with the experience of people who work with customers every day; it is not driven by a reengineering abstraction or a technology.
  • It is not a labor intensive, comprehensive process redesign effort, but rather an effort tightly focused on felt pain.
  • The process can be done with a small number of call center staff and does not require a large number of consultants or external resources to do a program suc-cessfully. At the same time, some outside experience is important to facilitate ob-jectively and break free of organizational assumptions about what is possible.
  • Changes can usually be made quickly because of the precise nature of the recommendations that emerge.
  • The call center executive can control the process and the outcome.
  • This process has proven to be an effective way for call center staff to raise stra-tegic issues with senior management. In one organization, for example, is was apparent that much of the call center’s operations was determined by “knowledge limitations” and that better “knowledge management” would afford major oppor-tunities to improve the customer experience and lower overall call center costs.

When this process is done well, it invariably produces practical opportunities to improve the customer experience, improve staff satisfaction and lower cost of operations. Gen-erally, the short-term savings are tactical in nature – perhaps 10-12 percent on the op-erations addressed. It is also usually possible to put an economic value on the im-provement in the customer experience. The program can be part of a more strategic ef-fort, but it is reasonable to test this type of process in a smaller way before undertaking something major.

What is the value of this approach for Intervox Affiliates? It is the kind of program that, with support from Intervox, an affiliate can suggest to his or her call center sponsor. This does not require Accenture or large complex consulting teams to support success. This is an opportunity for an Affiliate to offer a cost effective path to measurable improve-ment.

In summary, get practical improvements by asking what would make work life better for call center staff. Their answers will produce suggestions that positively impact custom-ers as well. With a bit of analysis and creativity, you will develop a set of practical sug-gestions that will produce measurable improvements.


Don Mick heads our Customer Interaction Management practice area and is a senior change management expert. He is also responsible for (engagement) quality assurance.