The Best Way to Identify (and Share) the Moments that Matter with Frontline Employees

Metrics, metrics, metrics. It’s common for frontline employees like contact center agents to be inundated with them—schedule adherence, efficiency, handle time, and hopefully, amid all of that and more, customer experience (CX) metrics. Ostensibly, the goal with this information is to give contact center agents the guidance needed to create Experience Improvement (XI) for customers, but do they have the time and wherewithal to actually sort through comments and data? Should that even BE an organizational expectation?

Having plenty of data and feedback is certainly important, but inundating your contact center agents with it won’t make them better at their jobs. Today’s conversation briefly covers how to actually leverage data by being tactical and thoughtful with what you share with your frontline employees. We’ll also discuss how best to use data to recognize employees for excelling at the executing moments that matter to customers. Let’s get started!

Sharing What Matters with Frontline Employees

There’s no one specific type of information, insight, or data that supports frontline employees across all industries, but there are several high-level principles that brands can bear in mind when determining what those employees need to know. The first north star to aim for with sharing insights to frontline employees is to consider which of those insights will make your employees not just efficient, but actually better at their jobs and at creating Experience Improvement.

Organizations that make compliance and efficiency the high water mark for contact center excellence will not see remarkable agent performance, let alone the Experience Improvement that you need to acquire and retain customers. Finding the insights, data, and comments that will make employees better at their jobs begins with using an Experience Improvement platform to ingest data (especially customer comments) for actionable insights. Many brands end up wasting time by either trying to manually mine insights out of data mountains, or by gathering metrics and then quitting at that point because they think numbers alone can drive success.

The platform approach can help you avoid both of these pitfalls and make the most of all your data—both qualitative and quantitative. Finding relevant and actionable insights in your data will motivate your employees to act upon Experience Improvement opportunities. Enacting this approach will also enable your frontline employees to provide a far superior experience to customers. This strengthens brand connection and creates a customer-centric culture.

The Next Step

Giving your employees the tools to create Experience Improvement is one thing—demonstrating your appreciation for them successfully doing so is another. All of us—frontline agents, supervisors, and business leaders—can take advantage of data and insights that allow us to simply “be better.” However, there’s one more step on that road that is specifically applicable to driving to top-level frontline work: recognition. 

This is another area in which brands and experience program vendors underutilize  data, unstructured and otherwise. Data is great for strengthening experiences and the bottom line, but with the right plan and structure, it can drive another factor just as if not more fundamental: an employee-centric culture.

Many brands use data to measure employee performance as a matter of course, but  tracking something only accomplishes so much. Brands need to go beyond tracking—they must use data to celebrate success, continually create a positive culture, and recognize a job well done.

This is a fundamental component of being human in all of your experiences, and employees who feel both recognized and a part of the company’s success will be all the more effective in their roles. That is the heart of Experience Improvement, creating a customer-centric and employee-centric workplace, and identifying the moments that matter.

The Frontline Insights Universe

While we’ve covered a lot of ground in discussing how to improve and recognize frontline employee performance, there’s a lot more you can find by checking out my full-length point of view article here. I take a deeper dive into communicating insights to frontline employees, as well as additional strategies you can use to improve experiences for customers, employees, and your wider organization!

5 Ways to Get CX Buy-In from Frontline Employees

Frontline employees are constantly tasked with metrics—handle time, occupancy, attendance, and, of course, customer experience (CX). However, all of this focus on metrics can prevent our frontline teams from realizing the wealth of value they can bring to a CX program. 

So How Can You Engage Your Frontline Employees in CX Programs?

There are a myriad of ways that I have operationalized during my time as a practitioner. And, additionally, I have also been able to see how many of our InMoment clients engage their employees in their CX programs. 

For my post today, I’ve compiled a list of my top five methods for gaining CX buy-in from frontline employees. So without further ado, let’s get going!

Top Five Methods for Frontline Employee CX Buy-In

  1. Broadcast the Value of Customer Experience
  2. Create Recognition Opportunities
  3. Show Employees How They Make a Difference
  4. Include Customer Experience in Frontline Training
  5. Use Customer Experience to Solve Specific Issues

Method #1: Broadcast the Value of Customer Experience

It is vitally important that the frontline teams (really the entire company) understand the importance of customer experience and, if practical, the primary CX metric that everyone is measuring. Having a theme or tagline that is shared everywhere is recommended. One of the health care companies I work with has a “Members First ” tagline that is used all around the company but especially in the contact center. All the representatives have been trained as to what their target metric, Net Promoter Score (NPS), is and why it is important.

Method #2: Create Recognition Opportunities

Create frequent opportunities to appreciate the frontline effort. “WOW” alerts, reader board messages (if we are ever in offices again), notes from site leaders when a positive comment is received from a customer …. It all goes a long way to instill a culture where excellent customer experience is celebrated.

Method #3: Show Employees How They Make a Difference

Leverage the frontline employees for continuous improvement initiatives. When I was a practitioner, I did employee roundtables and I Y-Jacked with frontline employees. I used those opportunities to validate what I was seeing in survey data. I actively solicited feedback and ideas on how to reduce customer friction directly from the source—the agents. I found that even if I could show just a small change as a result of my own or my team’s face-to-face interactions, the frontline teams became more bought into our CX program.

Method #4: Include Customer Experience in Frontline Training

Make customer experience a module in frontline training. Even if it is only a few minutes, show the trainees the survey text, share the “beacon” metric, and tell them why we emphasize customer experience. Explain how we learn from our customers what works well and what we can improve and truly stress how important they are to the process. Doing this in training introduces customer experience before they ever take a call or interact with customers.

Method #5: Use Customer Experience to Solve Specific Issues

Leverage very specific interactions for employee feedback with regard to customer experience. Many of our clients use our Resolve tool for case management. Part of our Resolve process is to capture employee feedback about the escalation interaction as part of the case closure process. We specifically ask them to help identify the root cause of the case and their suggestions to eliminate similar cases in the future. This creates a defined opportunity for the frontline reps to have a voice in how customers are served.

At the End of the Day…

Our frontline employees are the face of the company. If we get them bought into the program, they are the best advocates and ambassadors for customer experience. Celebrating them and asking for their opinions and insights are the best ways to get them—and keep them—engaged.

Want to learn more about how to engage your employees in the customer experience? Check out this eBook, “Better CX Begins with Employees”

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