Kate Leggett serves Application Development & Delivery Professionals. See the full Analyst bio.
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Kate Leggett serves Application Development & Delivery Professionals. See the full Analyst bio.
Visit Forrester.com to learn how we make Application Development & Delivery Professionals successful every day.
Follow Kate on Twitter.
Posted by Kate Leggett on November 16, 2011
Step 6 of my 10-step program on how to master your service experience is to make your agent tool set more usable. This is because the work environment of a customer service agent is pretty awful. Agents use dozens — sometimes hundreds — of disconnected tools and technologies like CRM systems, billing systems, ERP, transactional systems, knowledge bases, information in email correspondence, and training manuals to find answers to customer questions. Have a look at the customer service IT ecosystem from a North American telecom company to internalize this complexity.

Most applications that agents use lack intuitive navigation, have cluttered screens that contain too much information, and have overly complex process flows that rely too heavily on agents to navigate. Moreover, agents don’t always navigate through their set of disconnected systems in the same way to find the answer they are looking for.
All these usability issues lead to variable handle times and inconsistent customer experiences. There is no way for managers to make sure that agents are complying with regulations or company policy. Knowledge exists on an island of its own, disconnected from the rest of the customer service ecosystem, and is sometimes duplicated for each communication channel that the company supports — which leads to inconsistent answers that are sometimes just plain wrong. In addition, agents don’t have access to a consolidated view of a customer’s purchase history or prior interactions and thus cannot personalize the conversation to the customer.
Why is it important to focus on the agent experience? It’s because that if you do, you can:
What do you need to do to make your agent tool set perform better for your customers? You should:
Have you ever sat at your agent’s desk and tried to do their job? What do you think of the tools that they need to use to provide excellent service to your customers?