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

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

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79 replies

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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?

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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?

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@manns@foxcubmama@Alice@JulieR , @Bex ,@gfecteau, and @finn   - Looking forward to hearing your thoughts on this :D   

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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: I think 3 months out review training so everyone is up to speed.  1 month out ensure schedule has sufficient coverage and backup options.  But I am an overplanner! 

Userlevel 7
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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?

Yep! A good four weeks should suffice if you have a plan in place :) 

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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.

True that. Hiring is a time-consuming process.

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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

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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?

where is the link to log in

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Userlevel 7
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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: As someone who has been on the frontline of customer service especially during the holidays, I would say a good few weeks are needed to plan, re-plan, and execute it. Planning ahead helps you spot gaps in your current training or format of support and gives you enough time to build or crowdsource resources needed for your support team. It also gives you ample time to organize a library of content for your team’s new and existing support reps to use.  

As the ONLY Agent/Admin running Freshdesk, how do I spot my own gaps?  LOL. I guess I need to do some more Academy training….

I understand how it is to do everything yourself. Feel free to check out Academy. You can write to me too: akshara.sruthi@freshworks.com

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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: I think 3 months out review training so everyone is up to speed.  1 month out ensure schedule has sufficient coverage and backup options.  But I am an overplanner! 

Planning ahead of time is a great habit to have. Well done, you! And also training and documentation takes time so if three months is what it takes, good to have it! 

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where is the link to log in

I can't log in

I was confused as well.  There is no log in, just follow the posts.  Be sure your option for viewing replies is set to newest first.  Mine defaulted to oldest.  Also, I found I have to continually refresh my page to see new responses.

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where is the link to log in

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You’ve already logged in. Just start typing away your answers. Welcome to our coffee chat. 

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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

Pretty cool, Alice

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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 think two months will be good to measure different statistics on how the team deal with the issues in terms of resolution time, knowledge base, etc. Hiring a seasonal employee may slow down the workflow beacuse most of the experienced employees will work on those employees’ fails to fix it. This is time consuming process. The first month we can measure the former statistics. The second month, we can try new tools or flows. The third month (the hectic month) we can choose whether we use the former or new system.

Interesting perspective on onboarding seasonal hires. Can you map easy-to-solve projects to seasonal hires? That way, interaction or intervention of experienced employees is less with new-hires

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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. 

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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.

Well done you! 

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A3

Setting expectations, in advance, about what a season will bring may help prepare the team and even prevent “burn-out”. To me, the customer service role should be fun as you get to solve challenges (problems) and help others.

 

I prepare my teams with what to expect and provide role-play and training on how to handle difficult situations. When they successfully manage difficult tickets, they should feel recharged and successful. Hence, one way to avoid burn-out.

 

We discuss the types of situations and the people reach out for help and discuss what is happening in the customer’s world. Do they need help now? Do they have pressure on them to get a job done quickly but our software is slowing them down? And try to create empathy for the customers.

 

In preparation, we acknowledge that some customers are friendly, others grateful and others challenging. By providing role play and tools for each situations and helping the service team turn a challenging customer into a fan, is a great goal to set and support. And can revitalize the team.

 

We can’t be everything to everyone HOWEVER we can respond with understanding, honesty and compassion.

When tools for working with challenging customers are provided, the results can be energizing and rewarding on its own. Thus, revitalizing the representative and fending off burn-out. They can get charged and excited to help the next person.

 

At times, our team will laugh at customer situations and customer frustrations. When that happens, I feel we fell short. Instead, when challenging customer stories are shared, it would be nice to work as a team on ideas of how we could improve on that customer’s experience with us. I feel that when I speak to a representative and even when they can’t help, if they listened and shared that they understood, I still felt it was a good experience. And I am energized!

That’s a very honest answer from you. In retrospect, sometimes frustrations may be unreasonable or even funny - at those times you’re right, we all fall short to feel their pain. But at the end of the day, speaking about what did not go well goes a long way and helps fellow agents respond/handle situations better. 

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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!  :)

Thank you so much, Lea! Welcome to the Freshworks family

Where can I join?

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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. There are many - and sometimes it’s the simplest things that work. For example, having employee-centric policies on holiday working. Some employees need and want to spend time with family, while others might be keen to work extra to pay for the costs of the holidays. It might seem like a good way to balance the scheduling books but what about the personal impact on the latter employees? Not only in terms of their wellbeing but also their performance. So set caps on extra working to protect those who want to work more than they can actually take (I hope this makes sense).

Another is protecting CS staff from angry callers - maybe due to holiday-impacting issues such as delivery delays or having to wait in a queue for way too long. Here, CS staff should be empowered to call out the customer behavior (and I’m often one of those bad customers) by stating that the organization wants to protect them from abuse and that the call will be terminated if the abuse continues.

I could keep going but here’s one final one - using technology to take the strain more. Whether self-help and self-service capabilities or the use of automation (including intelligent automation) to augment CS staff capabilities. It’s hopefully the “better, faster, cheaper” than most business functions need.

Great points, Stephen! These are simple but crucial initiatives that can definitely help a lot of people/ businesses during the holidays. 

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Where can I join?

Hey @Vanderson! Welcome to the coffee chat. You can participate here. The live chat-session just got done. You can however, post your thoughts for these questions. It will be here in this thread and certainly be useful to all of us:

 

Use the quote option and answer them. I look forward to reading all your responses. 
 

  1. How far ahead should customer service teams and leads begin planning for the holiday rush?
  1. How has your team prepped to meet the changes in demands around customer expectations during this time?
  1. How can customer service managers prevent and address increased stress/burnout among their teams during this time?
  1. What are some lessons and insights from previous years that have helped customer service teams perform better during the holiday season? 
  1. What is key towards managing both customer and employee satisfaction during the holidays?
  1. Lastly, 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)

 

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Where can I join?

@Vanderson just start on page 1 and reply to the messages as you see fit :)

 

I’m running late so concentrating on the questions where I can offer answers first.

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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

@akshara.sruthi thanks for including this :)

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Where can I join?

 

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