Category Archives: Management

Simplifying Re-Enrollment Through Your Insurance Contact Centers

Every industry is feeling the impact of 2020 differently. For insurers, one new challenge is remotely onboarding new contact center agents—especially during open enrollment. This is a challenge every year, and during a global pandemic all of the challenges are magnified: training new agents to learn your systems, manage the conversation, make sure they capture customer information correctly, ensure compliance, and hit their call metrics. Whether your agents are remote or in the office, their needs are different this year and your work requires a different approach – a guided conversation tool that plugs into your CRM.

Let’s face it. The CRM tools you are using don’t do enough to address the reality we’re facing. When it comes to ensuring compliance, onboarding new reps, and routing calls quickly and precisely, no one could have anticipated a global pandemic. And as you train your reps, there are so many clicks and “shortcuts” to learn—it makes ramp-up overwhelming. In a normal year, many firms suffer high turnover, training costs, and lengthy onboarding time. And if you’re not prepared this year, the business of open enrollment could be a minefield.

As new hires work to produce results and meet targets, they must trust their training and stick to the script—questions must be answered the correct way and proper steps in the process must be followed. Agents and leadership must constantly consider the highly regulated nature of their industry, while developing strategies to guide agents through the call simply. With Cue®,  your agents can have customized conversation guidance at their fingertips, from scripts and prompts to common objections and FAQs—ensuring compliance, reducing call times, and routing calls faster. In fact, the average Cue user sees a 50% reduction in training times. Get your reps trained and on the floor faster, save money, and reduce headaches for everyone.

Good conversations are the lifeblood of your business and ours. Ensure your agents can better assist customers, streamline training, reduce talk time, and eliminate after-call work—all with the confidence that they possess the right tools to engage every person they speak to. 

If you’re interested in learning more about Cue, please submit your information and a Cue representative will reach out to you within 1 business day.

 

Meeting Demand In A Crisis

The urgency of the current crisis is requiring companies to adapt to the challenges of the market conditions. It’s tough to balance the challenges of battling the pandemic with the need to keep the economy going. Some people even feel that business needs to suspend during this period. We respect their perspective.

At the same time, we feel that there are businesses introducing much-needed innovation that can aid our community and make a difference in the world. These organizations need to surge their ability to reach the market, but many don’t have the communications or business development skills to reach out effectively.

We also know that there is a significant pool of business salespeople who are effectively shut down: Either their companies cannot get product to sell, their core markets are not buying right now, or the company has to furlough or let them go.

At Cue, we want to help. We want to connect companies offering critical products and services with skilled B2B salespeople. And we’re uniquely positioned to do that with our SaaS contact center platform.

Our platform enables the rapid onboarding of new virtual contact center agents with simple scripting and contact management. We come from the telesales world, so we know what’s needed to make salespeople successful. And we have the ability to quickly set upx and train these individuals to support market expansion for companies that have a significant need to reach and educate customers on solutions that will help in this crisis.

There is one caveat:

At this time, we are only offering this service to companies that we believe solve an urgent need within the market. We want to ensure that we are adding value rather than distracting many of the potential decision-makers who are working hard every day to keep their operations going and support their employees. We’ve found a number of companies like this, and we’d like to find others in critical industries such as healthcare, cleaning, automation, and others that are providing essential functions to keep our economy going.

The more we can do today to keep the economy moving, the more it will aid in recovery when we have gotten the pandemic under control.

How We Can Help Your Business

Our team is connecting organizations on the frontlines with temporary help to meet market demand and continue their work in industries that need their services now more than ever.

If your organization is facing surges in inquiries, we want to help you get out there and do the most good with the valuable resources you offer. Our rapid-response program will help you drive outreach, engagement, and expand your ability to meet demand.

And we can get you up and running on our agent desktop quickly while addressing your organization’s unique needs.

How We Can Help Agents

As industries are assessing the individual and economic impact of the global pandemic, many of us are also facing uncertainties in our careers. Many businesses’ customers are temporarily shut down. And contact center agents and business development professionals have been furloughed or experienced layoffs.

We’ve set up a program to match skilled professionals with companies that provide critical services—and need people like you to help them respond to inquiries and rapidly get in touch with the organizations that need them most.

Our platform makes it easy for you to onboard quickly and help these organizations open up their sales funnel while they do the important work of mitigating the effects of this crisis.

Cue® provides a simple agent desktop that streamlines workflow and enables phone-based agents to complete all functions of their job in one place, instead of having to navigate between multiple systems. With Cue®, agents can better assist customers, streamline training, reduce talk time, and eliminate after-call work—all with the confidence that they possess the right tools to engage every person they speak to. 

Strengthen Your Customer Success Team

For many businesses, customer-facing teams are essential to their success and customer retention. In fact, federal research estimates that customer contact centers will add the most customer service representatives between 2016 and 2026—projecting 36% growth.

And as your company grows, it may become clear that a new or bigger team is needed to focus on customer success. This team is on the frontlines helping your customers achieve their goals. Tasked with providing resources and support, a customer success team is the first indication of an organization’s reliability. Simply put, it’s their job to keep customers happy.

As you think about customer retention—and the essential functions of your customer success team—here are a few steps you can take to build a strong team:

Talk to Your Customers

This one might seem obvious, but the first thing your team can do is connect with the customers that have already given you feedback. Reach out to the ones that have reported success as well as the ones that have canceled or given negative input. Learn why they’ve given this feedback, positive or negative. Do you notice any trends? Take the feedback and strategize how to meet pain points and facilitate more positive experiences with your product or service.

Develop an Onboarding Process

You’re an expert in your product, and you’ve built it in a way that your customers will find easy to use. But even the most straightforward tools and services can benefit from a defined and effective onboarding process. Your customer success team can proactively engage and teach your customers the most effective way to use your products.This saves your customers time as they’re able to avoid common roadblocks. And it strengthens your relationship with them in the early stages of their customer journey.

Provide Self-Service Resources

Sometimes your customers don’t have the time or margin to get on a phone call. Creating a searchable FAQ or knowledge base can help provide these resources. Equip your success team with the answers to commonly asked questions for their customer interactions, but also create resources for common roadblocks, like how-to articles, webinars, or video guides.

Use Surveys

As your business grows, surveys are a sustainable and scalable mechanism for determining customer satisfaction and getting feedback. Many organizations use a Net Promoter Score® (NPS), but you can also add in surveys to other parts of the customer lifecycle. You might consider a survey after onboarding and or at the point of cancellation, for example. If and when cancellations happen, information is your most important asset. Understanding their needs and experience will help strengthen your customer success team and hopefully improve retention moving forward. Just keep in mind that customers can be deterred by too much communication, too—don’t overdo it!

As your customer success team grows and evolves, you may find your team collaborating with other departments, implementing new feedback tools, and coming up with new ways to measure your team’s success and metrics.

Get more visibility, build a stronger success team, and increase retention with Cue. Sign up for your free trial today!

Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.

5 Business Podcasts We Love

There are more than 700,000 podcasts out there with close to 30 million episodes. And whether it’s for business, education, entertainment, or motivation, approximately 62 million people listen to podcasts every week.

These numbers increase every day. As podcasts evolve, it can be hard to choose which ones to listen to. Here are a few of our favorites to stay current on the latest business trends, industry tips, and technology updates.

HBR IdeaCast

Many of us probably aspire to read the Harvard Business Review more often than we do. But it’s hard to find the time. This podcast is the next best thing. In each episode, HBR editors interview leaders and experts in business and management.

Business Wars

Get to know the challenges faced by the biggest brands in the world. Each season of this podcast analyzes the relationship (or even conflict) between two businesses competing within an industry—from Nike and Adidas to Blockbuster and Netflix and many others.

How I Built This

This NPR podcast takes a look at the origins of the most well-known and beloved companies in the world. With fresh perspective, it explores the struggles and success of companies. Episode after episode offers unique insights into the journeys of these companies and their owners.

The Modern Customer Podcast

In this podcast, Blake Morgan interviews with leaders from different customer-focused brands. Leaders from companies like Allstate, Microsoft, Wayfair, and PwC discuss what sets their organizations apart—from how they invest in their teams and leverage technology to leadership insights.

Experience This!

An encouraging and actionable podcast featuring companies and individual stories about exceptional customer experience. Each episode is entertaining and leaves us thinking about ways to make our customer experience even better than it already is.  

As a bonus, here’s another podcast to get you thinking about your work in a different way:

Weird Work

This fun, off-the-wall podcast highlights some of the most fascinating business professionals out there. The featured jobs are a little out of the ordinary at best. You might find you have common successes and struggles with even the most unusual jobs out there.

What business podcasts would you add to the list? Tell us on Facebook, Twitter, or LinkedIn.

3 Tips For Sales Coaching Success

Sales coaching is an art and a science. And it’s a key component to effective sales management. In fact, today’s sales leaders count coaching as one of their top priorities at work, investing more time and effort now than ever before. Yet not all salespeople who get coached—even by the best coaches—do better.

Keep these tips in mind to help your teams get results:

FOCUS ON THE MIDDLE

Leaders often prioritize the top and bottom performers on their teams. They want the lowest performers to meet their quotas, and they want to help the best reps keep doing what they’re doing. But what about the middle?

Sales Executive Council leaders and authors of The Challenger Sale, Matthew Dixon and Brent Adams, explored how sales reps performed and how often they met their targets—from the highest performers to the lowest. They found that coaching didn’t make as significant an impact with the weakest or strongest performers. Instead, with the right tools, average-performing reps made the most progress—successfully delivering a buying experience that led to growth and customer loyalty.

When all is said and done, who you coach matters just as much as how you coach.  

REWARDS AND INCENTIVES WORK—IF THEY’RE EFFECTIVE

Sales contests, incentives, and individual prizes work when they’re changing behaviors, not reinforcing existing ones.  It isn’t as helpful to just offer cash to the first rep that makes a sale that day.

Are there things that your sales team is doing that you’d like them to stop? Or things they aren’t doing that you’d like them to? Design your contests and personal rewards around those actions. It might look like extra incentives for team members who hit a target number of sales for a specific product or working with an individual rep to identify opportunities for improvement and rewards for that improvement.

If you’re not sure what to offer as a prize, learn what motivates your team members. Don’t be afraid to ask them directly.

LEARN WHAT DRIVES YOUR TEAM

Each person on your team is unique. And programs like rewards and incentives work best when you understand what each salesperson’s drivers are. Yes, most of them are motivated by making money, but their goals for that money are probably different. Someone might be saving for a wedding, another might be paying off student loans. And some of your reps probably work in sales because they are self-motivated and enjoy the autonomy.

Take the time to get to know your team. Learn what their priorities are in their personal and professional lives. Ask them about their short and long term goals, how they get and stay motivated, and discuss what steps to take if they don’t seem motivated—for both you and the individual rep. These insights will help you understand how to coach each individual effectively, as well as help you get a better view of your team as a whole.

And in these conversations, tell your team members how they’re contributing to the company’s success. Give them more than financial goals, setting targets that help them feel fulfilled in ways that aren’t just monetary. Help them think beyond quotas and selling specific amounts. Instead, identify what matters to them—is it breaking a company record? Or selling in a specific market/industry?

Revamping your coaching strategy? Better conversations start with Cue. Try it today!