Send Your Call Center Back to School

Now Is an Ideal Time to Enhance the Skill Level of Your Telephone Staff 

By Peter Lyle DeHaan, Ph.D.

Author Peter Lyle DeHaan

We live in interesting times, to say the least. Too often the healthcare call center industry spends much time focusing on the crisis of today that it squashes all thought about planning for tomorrow. Once we slip into crisis mode out of necessity, it’s too easy to stay there out of habit—even if there is no longer any justification for it.

We may stand at that juncture now. This means it’s time to balance our work for today with taking initiative to prepare for the future. If we don’t, we won’t make forward progress; we’ll merely survive. Though survival is necessary, we need more if we hope to find success and enjoy fulfillment. I’m talking about ourselves, our staff, and our organization.

One aspect of future preparation is education. This can be formal or informal, structured or ad hoc, and mandated or self-determined. Though the application relates to everyone in the call center from new hire to director, let’s—by way of example—consider this for your telephone representatives. I’ll leave it to you to extend this throughout all staff in your operation.

Refresher Training

When we think of our call center staff going back to school, consider refresher training for the first initiative. It never hurts to revisit the basics. Though it may feel as though our existing staff has moved beyond this elementary teaching, the basics can atrophy over time. 

Agents will forget some of this instruction. Or maybe they never fully grasped other skills to begin with, even though they seem to be doing well in their jobs overall. The problem is the specifics of what teaching to refresh varies from one person to another. Therefore, it’s good to review everything.

Yes, I already hear your staff complaining. But this refresher initiative doesn’t—and shouldn’t—take as long as the first iteration. It should go much faster. Perhaps you can condense a day’s worth of training into an hour—or even less. The important thing is to make sure these basic skills don’t slip away over time.

Application Instruction

A second option for going back to school is to look at application instruction. When new software or an app enters your call center, agents need to receive instruction to know how to use it. Too often the urgency of the moment cuts this training short; it’s sometimes even omitted. This forces your phone representatives to figure it out on the fly. Though this may seem pragmatic or feel necessary, on-the-job-training frustrates employees who want to provide excellent service, and it’s disrespectful to callers who expect to receive it.

Go back and provide complete training on new software applications, as well as for major updates. Everyone will appreciate receiving this much-needed instruction.

Skill Enhancement

After reviewing the basics and mastering call center software apps, we can go back to school to enhance our skills. Your telephone staff receives initial onboarding training when they’re hired. 

As they go about their daily work, they apply that training and build upon it to increase their skill level. But this isn’t enough to ensure excellence, let alone produce successful outcomes. Your seasoned staff is ready for more. They need more. And you can provide it for them by teaching advanced call center service techniques. 

This may relate to customer service skills, problem resolution techniques, or de-escalating angry callers. It could also cover the seldom-used but much-appreciated advanced options available on your software platforms and databases. Staff won’t use these skills often, but when the situation arises possessing the knowledge of these advanced techniques can make the difference between an unsuccessful interaction and a positive outcome.

Conclusion

As students everywhere return to the classroom this fall, do the same thing for your call center staff: send them back to school. Providing refresher training, application instruction, and skill enhancement will help them do their jobs with greater efficiency and produce higher quality outcomes. 

Don’t let another year go by without giving your staff this much-needed support. The result will be happier employees and better served customers—in addition to a more effective call center operation.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of AnswerStat. He’s a passionate wordsmith whose goal is to change the world one word at a time.