[JOIN IN] Hang Out with Hot Chocolate: Managing Customer Service During the Holidays ☕

  • 1 December 2021
  • 79 replies
  • 1556 views
[JOIN IN] Hang Out with Hot Chocolate: Managing Customer Service During the Holidays ☕

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79 replies

Userlevel 7
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@akshara.sruthi I wonder if it’s also worth asking about how best to take advantage of a holiday “lull” - the proverbial calm before the storm :)

Userlevel 7
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Hey everyone!
 
Six important things to know before we get started on our coffee chat :coffee:

  1. To answer a question, tag the answer with the corresponding number. For example, if you are answering the first question Q1, start your answer with A1 and use the Quote option 

  2. If you cannot make it at 11:00 am EST or even if you’re past time, you can still post your answer to a particular question.

  3. You can reply to each others threads/posts to keep the conversation going.

  4. Be polite and respectful of other people’s opinions.

  5. Most importantly, have a great time here!

  6. Lastly, I will make sure to engage with all of you to make this interesting! 

Userlevel 1
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Hey everyone! Welcome to our coffee chat: Managing Customer Service During the Holidays. 

First question for today is here below. To answer a question, tag the answer with the corresponding number. For example, if you are answering this question Q1, start your answer with A1 and use the quote the option
 

Q1 How far ahead should customer service teams and leads begin planning for the holiday rush?

A1:  I am guessing here….but 1 month ahead?

A1: Depends if you anticipate the need to hire additional staff.

A1 : @akshara.sruthi  I totally agree with you on these two points weeks or some days before the holidays are needed to plan ahead and the point of spotting gaps in the current  format of support as during planning you reflect on the current way of working.

 

I can say that for my team the planning is done few days before the holidays. Thanks

Userlevel 2
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A1: We started in October this year.

Hey everyone! Welcome to our coffee chat: Managing Customer Service During the Holidays. 

First question for today is here below. To answer a question, tag the answer with the corresponding number. For example, if you are answering this question Q1, start your answer with A1 and use the quote the option
 

Q1 How far ahead should customer service teams and leads begin planning for the holiday rush?

A1:  I am guessing here….but 1 month ahead?

A1: We started in October this year.

 

That’s pretty good, Sean! Curious to know the size of your team

A1 - I feel each organization should have a plan in place for holiday closures since they happen every year at different times of the year. In my mind, that plan should be broken down into phases leading up to the holiday, and the aspects of those phases will differ depending on how long the break will be. For instance, if I am preparing for Memorial Day per my holiday plan I may have my internal team begin informing customers that we will be closed for the holiday one week in advance - informing them in conversation as well as with a blip in their support signature. If I have 3rd party support providers or depots I rely on, I will communicate with them about a month out from a single day of business closure.

If I’m preparing for two days out of the office, like over Christmas or New Years I will have my team inform customers of our closures 2 weeks out and I will have 3rd party support services prepared at 45 days out.

How would you suggest handling different holidays between where the business is located (USA) and where the Freshdesk Agent lives (Canada).  We often have same holidays, but there are some that are different...

Userlevel 7
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Second question for today is here below.

To answer a question, tag the answer with the corresponding number. For example, if you are answering this question Q2, start your answer with A2 and use the quote the option

Q2 How has your team prepped to meet the changes in demands around customer expectations during this time?

A2: As for our support team, we have made sure to revise and review our self-help content, pre-filled responses for our team. As part of Freshworks Academy, I’m working on creating more videos on Frequently Asked Questions so our customers can help themselves and find answers to their questions instantly.
Not a plug to our content, but this is what I’m working on right now :) 

 

Userlevel 7
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Third question for today is here below. To answer a question, tag the answer with the corresponding number. For example, if you are answering this question Q3, start your answer with A3 and use the quote the option
 

Q3: How can customer service managers prevent and address increased stress/burnout among their teams during this time?

Userlevel 7
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Fourth question for today is here below. To answer a question, tag the answer with the corresponding number. For example, if you are answering this question Q4, start your answer with A4 and use the quote the option
 

Q4 What are some lessons and insights from previous years that have helped customer service teams perform better during the holiday season? 

Userlevel 2
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Second question for today is here below.

To answer a question, tag the answer with the corresponding number. For example, if you are answering this question Q2, start your answer with A2 and use the quote the option

Q2 How has your team prepped to meet the changes in demands around customer expectations during this time?

A2: Knowledge base and FAQs mostly helped us to announce updates. The basic user certificate from Freshworks Academy is obligatory for our agents. We follow up on their attendance. Thanks to the videos our agents learned how to use Fresh tools perfectly.

 

@finn The mandatory basic user certificate sounds like a great idea!  I guess I better hop on and do it for myself!  Thank you for sharing that….

Userlevel 7
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Fourth question for today is here below. To answer a question, tag the answer with the corresponding number. For example, if you are answering this question Q4, start your answer with A4 and use the quote the option
 

Q4 What are some lessons and insights from previous years that have helped customer service teams perform better during the holiday season? 

A4: I personally think there isn’t a one-size-fits-all solution to handle seasonal support volumes. A few standard points to keep in mind for every season is: 
1. More and more self-help content,
2. More hands on the team, if you anticipate large volumes of queries.
3. Working with internal teams to get a good idea of rush hours/days. When Marketing runs campaigns, there might be a spike.  

Userlevel 7
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Fifth question for today is here below. To answer a question, tag the answer with the corresponding number. For example, if you are answering this question Q5, start your answer with A5 and use the quote the option
 

Q5: What is key towards managing both customer and employee satisfaction during the holidays?

Userlevel 2
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Fourth question for today is here below. To answer a question, tag the answer with the corresponding number. For example, if you are answering this question Q4, start your answer with A4 and use the quote the option
 

Q4 What are some lessons and insights from previous years that have helped customer service teams perform better during the holiday season? 

A4: Written documents are life saving! Last year we had nothing on workflows or project maps. Now we are ready to deal with any enormous change. The only thing we have to do is updating the documents 🙂 I think that Fresh provides very useful tools on the help desk. Dashboard announcement, solutions, forums, etc made difference!

Great to see another fan for user docs and guides. It’s a such a game changer. 

We are creating SOPs, both written and videos to have on hand.

Userlevel 7
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Last question for today! This one is @manns favorite question.  

Q6.  How can teams/individuals best take advantage of a holiday “lull” - the proverbial calm before the storm. (Tag, @manns when you answer this particular question, he’s looking forward to your responses)

if you are answering this question Q6, start your answer with A6 and use the quote the option

Userlevel 7
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Third question for today is here below. To answer a question, tag the answer with the corresponding number. For example, if you are answering this question Q3, start your answer with A3 and use the quote the option
 

Q3: How can customer service managers prevent and address increased stress/burnout among their teams during this time?

A3. For me there are strategic and tactical responses needed. Ideally there are already mechanisms in place to understand workload levels, contributing factors, and how employees are faring at work. These are the strategic approaches to employee wellbeing that include “pulse”-type surveys, wellbeing education for all (and even more more leaders), mechanisms for spotting issues, initiatives to prevent issues, etc. Then there are the tactical uplifts employed during times of peak workloads and potential stress.

I love the phrase “It’s OK to not be OK” and it takes strong and focused leadership to ensure that their people are first well looked after and second comfortable in speaking up about their issues (and issues they see elsewhere).

Userlevel 2
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I have to go now, but thank you everyone for the great details and ideas you have shared!  I learned a lot!  We only installed Freshdesk about 4 weeks ago, so I am still in the learning process.  I really appreciate the sharing of information.  Hope you all have a great rest of your day and week!  :)

Userlevel 7
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Last question for today! This one is @manns favorite question.  

Q6.  How can teams/individuals best take advantage of a holiday “lull” - the proverbial calm before the storm. (Tag, @manns when you answer this particular question, he’s looking forward to your responses)

if you are answering this question Q6, start your answer with A6 and use the quote the option

@manns, I think indulging in a bit self-care is much needed. With the pandemic set-in, people loose the number of hours spent in front of the screen. Having a very strong routine to manage to do things you love might make you a little prepared to face a storm imo. 

Userlevel 6
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such a useful topic during this season! Really looking forward to hearing and learning from our members about their experiences that helped them power through!

Userlevel 3
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I am waiting………….!

Can this session please be recorded? As I am in Australia and 11:00am EST is 3:00am in Australia however I would love to watch the session! 

 

Thank you! 

Userlevel 7
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@akshara.sruthi I wonder if it’s also worth asking about how best to take advantage of a holiday “lull” - the proverbial calm before the storm :)

Of course, @manns! I’ll add this to the list of questions. I’m always open to discuss what our community members want to hear.   

Userlevel 7
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Can this session please be recorded? As I am in Australia and 11:00am EST is 3:00am in Australia however I would love to watch the session! 

 

Thank you! 

Hey @Aimee12, the discussion will be saved here in this thread. You can read it whenever. Additionally, feel free to share your learnings. You can answer these questions prior to the event or whenever you have the time. I leave this thread open so discussions can continue.

And, I’m really sorry about the session not being friendly to where to you live. I’ll try my best to host one that works for ANZ. Have a great weekend :) 

Hello @here, this session is it supposed to be a chat or a call ? Please guide me

 

Userlevel 3
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Hey Alice, the session will be text based and will happen here on this thread in a few hours at 11:00 AM EST!

 

You can ask your questions and also share your thoughts around delivering customer delight during the super busy holiday season. 

 

We’ll look forward to seeing you here in a few hours!

 

Cheers,

Anna

Userlevel 2
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@akshara.sruthi  This is my first time joining.  What do I need to do?

Userlevel 2
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Awesome, thanks!  Very excited to learn!

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