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Call Center Agent Training Program Checklist Template

Introduction to Call Center Agent Training Program Checklist Template: Bad training equals high turnover. In their 2020 Retention Report, Work Insitute found that the top cause - for the third year in...

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Call Center Customer Service Quality Assurance Form

Introduction to Call Center Customer Service Quality Assurance Form: Make no mistake: customer service representatives are the rock stars of your call center.  On any given day, they can be guides,...

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Call Center Helpdesk Quality Assurance Form

Introduction to Call Center Help Desk Quality Assurance Form: With innovations in AI-powered applications and innovations in IVR technology, customer self-service is becoming increasingly popular with...

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Call Center Metrics Calculation Checklist Template

Introduction to Call Center Metrics Calculation: Call centers are a delicate operation. You need to balance your bottom line, customer expectations, agent needs, and a whole host of metrics from...

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Call Center Outbound Sales Quality Assurance Form

Introduction to Call Center Outbound Sales Quality Assurance Form: Outbound sales calls are stressful, even for an experienced agent.  Equipping them with the best tools, strategies, and information,...

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Call Center Quality Assurance (QA) Agent Training Process Checklist Template

Introduction to the Call Center Quality Assurance (QA) Training Process Checklist Template: In an ideal world, every employee at your call center would be trained to the max, experts in your business,...

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Call Center Quality Assurance Audit Template

Introduction to the Call Center Quality Assurance Audit Template: Quality Assurance (QA) is a vital component in every industry from healthcare to education, manufacturing to IT. Customers want to...

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Employee Onboarding With Automations

Introduction: This is an example workflow of how you can use Automations to streamline your Employee Onboarding processes. Completing this workflow will trigger the Employee Orientation with...

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Report Technical Issue With Automations

Introduction: This is an example template of how you can use Automations to automate the reporting of a technical issue within your organization.  Automations allow you to build custom workflows by...

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Call Center Security Checklist

Perform system and software updates In this task, ensure that all systems and software are up to date. Keeping the software and systems updated is crucial to prevent security vulnerabilities. Regular...

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Customer Feedback

Introduction Customer feedback is a method of obtaining a customer's opinion about a business, product or service. Customer comments and complaints given to a company are an important resource for...

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Daily Customer Service Duties

Introduction: Customer service staff have important tasks to do each day. From quickly replying to support tickets and solving issues for their customer base, to replying to online reviews and passing...

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Customer Journey Map Template

Introduction: The most intelligent way to oversee a customer’s experience with your business is to utilize a customer journey map template. Modern companies understand the benefits of journey mapping:...

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Customer Service Performance Review

Introduction: How can a customer service manager know their team's performance without having a performance review? Answer: they can't.  This works both ways. By running a customer service performance...

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Customer Service Training

Introduction: Congratulations on being accepted into the customer service team.  The way you interact with customers has an unquestionable impact on customer satisfaction and retention. In Microsoft's...

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Employee Performance Review

Introduction: The importance of an employee performance review is becoming increasingly more well-known. Millennials, in particular, realize the benefits of reviewing periodically, and are actively...

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How to Respond to Negative Reviews

Introduction: Positive reviews make a business. Meanwhile, negative reviews very well may break one. Damage-control is, however, possible if the bad reviews are responded to hastily and...

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Records Management Training

Introduction: Data is a precious resource for businesses, and, in turn, should be handled preciously. With this records management training checklist, you'll be guided through the steps to ensure...

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Reduce Churn

Introduction: Customer churn is the moment when a customer stops using a service. The higher the customer churn rate, the lower the chances of your business succeeding. Research by Bain & Company...

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