Monday, August 6, 2007

Don't buy a phone system until you read this

The folowing press release represents a great opportunity for any company in Canada considering a new telephone system. I have worked on numerous telephony RFP's and have been consistently impressed with the ShoreTel syste. Quite frankly it is the only pure IP telephone system designed from the ground up. Superior architecture, lower total cost of ownership and the highest customer satisfaction, make ShoreTel a must to review before you purchase any new telephone system.


For Immediate Release

Press Contacts:
Peter Proulx – CEO – 716-629-3099

IP Telephony, Network Services Company expands to Canada

Peter Proulx, CEO PremCom Corporation, a Buffalo, NY Reseller and Integrator of Enterprise IP Telephony Solutions and Network Services announced today the establishment of a new Toronto office.

“Our new office will allow us to expand our reach and service base beyond New York State”, said Proulx, “and allow us to offer Canadian customers the best IP telephony and network services solutions available.” PremCom sells ShoreTel IP Phone Systems, ShoreTel is the fastest growing IP PBX Company worldwide and the leader in customer satisfaction.

“We are excited about PremCom’s expansion into the Canadian market.”, said Peter Agricola, Northeast Area Sales Manager for ShoreTel, “PremCom has a proven track record for successful deployment of complex and large Enterprise IP phones systems. They have a proven track record with installations worldwide.”

Proulx also announced that PremCom has retained the telephony centric consulting firm: The Taylor Reach Group Inc. (TRG) to assist and support the new office launch. Colin Taylor the CEO of TRG said, “The establishment of a PremCom office in Toronto represents a giant step in terms of IP telephony options to Canadian companies.
PremCom is one of the leading ShoreTel partners and can now offer ShoreTel solutions to Canadian customers.”

The Toronto office is located at 19 Mercer St. Suite 300 in downtown Toronto. You can reach PremCom Canada at 416-979-2130. You can visit PremCom on the web at www.premcom.com. More information regarding ShoreTel can be found at www.shoretel.com . Immediate inquiries regarding PremCom services may be directed to Colin Taylor at the above number or at 416-276-9068.

About PremCom:
PremCom is an award winning provider of ShoreTel Voice over IP Telephone Systems. Established in 1992, PremCom is a single source provider for the design, installation and support of Communication and Data Networks, allowing organizations to optimize their information systems. PremCom has clients and installations across the USA and internationally. PremCom is a complete network services company providing VoIP Phone Systems, Network Servers, Network Communications Equipment and Cabling Infrastructure. PremCom is the Official Telephone Service Provider for the NHL Buffalo Sabres. www.premcom.com – 1-800-886-9267 – 85 Northpointe Pkwy. – Amherst, NY 14228


About The Taylor Reach Group, Inc.:

The Taylor Reach Group Inc. (TRG) was established in 2001 to assist companies and organizations improve their corporate and contact center services by focusing on telephone centric interactions. TRG award winning approach has assisted numerous companies such as Republic Services, Mercedes-Benz and Habitat for Humanity to improve their phone centric sales and service capabilities.

About ShoreTel, Inc.

ShoreTel is the fastest growing IP PBX Company worldwide and the leader in customer satisfaction. The company has shipped its groundbreaking solutions since 1998 and continues to outpace the rapidly expanding VoIP market with technological advances and sales that are doubling year over year. ShoreTel voice systems are designed to make businesses smarter, setting new standards for usability and manageability while reducing telecommunications costs. A uniquely distributed architecture extends enterprise-class voice services to every office and outpost, keeping employees fully connected wherever they go. A select, worldwide group of channel partners provide top-notch service and support. For more information, visit http://www.shoretel.com/ or call 1-877-80SHORE.


For more information about PremCom please contact:
Peter Proulx at (716) 691-0791.

For more information about TRG please contact:
Colin Taylor at (416) 276 9068

Wednesday, June 20, 2007

Revenue Generation: Profit from Pain



Revenue Model- Profit from Pain

One of the biggest challenges facing contact centers today is supporting Managements’ goal to shift the contact center from a cost center to a profit center. This can often be akin to pushing water uphill for Center managers who are under resourced and lack an understanding of the basics associated with up-sell, cross-sell and ‘save’ campaign effectiveness.

The following article sets out the parameters, drivers, sequence and value associated with the model hierarchy and its development.

There is a progression and hierarchy associated with the implementation of a revenue generation process within any call or contact center. This progression or process must begin by identifying where the center is, what the drivers for change are, the pre-requisites and sequence in which those activities must be accomplished and what the impact is of those activities have on the success and profitability of the revenue generation initiative.

Broadly stated the drivers would include:

Staffing:
Adequacy of current staff,
Availability of current staff,
People;
Skills & Competencies related to sales versus customer service,
Level and type of training received,
Competence or proficiency level,
Process:
The complexity of the processes required,
The speed of process completion,
Replication and error rate of the process,
Technology:
Database access, vision and robustness,
Scripting and sales support tools,
Virtual agent,
Offer:
Relevance to customer
Affinity to customer,
Perceived value & relationship,

These broad areas will each perform at differing levels dependant upon the combinations of the above in relation to Offer percentage (the percentage of callers that receive an offer) and conversion percentage (the percentage of callers that agree to an additional transaction). The Offer percentage in most contact center is controlled by the agent or CSR: they determine if it is appropriate to extend and offer to a customer. The latter point will be influenced by the offer the affinity to the customer and the perceived value by the customer.

The following chart illustrates the sequence of activities related to maximizing revenue generation.









Each of these elements builds upon the previous ones. It is possible to operate without following this hierarchy, but the results will suffer.

Against this hierarchy we can classify operations across four bands, which we have categorized as: Base, Level 1, Level 2 and Level 3. These bands represent and categorize the activities and results achieved in the center related to the progress achieved moving up the hierarchy.

The following table illustrates this progress:


As shown above at the Base level the existing staff is generally customer service staff that has been hired to handle customer inquiries. These staff members in service focused centers often were not selected or assessed based upon their sales focus or sales (potential) competencies. The staff will have often received little if any training opposite up-sell cross-sell activities and as a consequence they rate 1-3 on a scale of 1 to 10.

The organizational processes have in most cases been designed to process orders and sales in a one-off fashion removed from the call/contact center. There may be no processes in place to manage add on orders or shipments within the fulfillment operation. In some cases no policy exists for partial shipment rules (ship partials versus hold for complete). The processes are adequate and effective for the business as it has operated but are not optimized, nor necessarily aligned with supporting an up-sell cross-sell environment. The processes at the Base level are generally in 3 – 5 range on the 1 to 10 scale.

Technology in most organizations has not been designed to support up-sell and cross-sell initiatives. Often it is campaign centric and not customer centric. The systems have been designed to support mass selection of names for mailings or other campaigns and not on an individual basis. The result is the database can often not display much detail regarding the actual customer: their history likes/dislikes or affinities. Similarly most inbound customer service support applications feature access to customer records for billing and account status inquiries, not to offer or support specific scripting for offers etc. As a result technology suitability for up-sell, cross-sell initiatives in the Base band is generally between 2 to 4 on a scale of 1 to 10.

As staff selection improves: skills, competencies and sales ability the base values for staffing and People improve. The addition of specific and detailed sales skills training, role playing and use of the existing technology improves the values for Training. As does refining and aligning the operational processes to support up-sell and cross-sell activities also improves the Process values.

As the elements outlined as Drivers above the overall scores will improve. With the skill/competency improvement the center will see improvements in both the Offer % and the Conversion %.

As outlined on the table the Conversion % in most centers converting from a customer service environment will be in the 3-5% range and suffers from a low Offer % as well. In these centers the decision to offer or not to offer an up-sell/cross-sell is usually left to the discretion of the agent. It is common that their fears, concerns, lack of training, knowledge of the customer and support negatively impacts their perception of up-sell cross-sell programs and leads them to find reasons to rarely offer the up-sell.

A structured, planned and consistent approach can move the center up the effectiveness curve and begin to achieve superior results is required.

The proof is in the results, employing this approach has already helped a number of organizations move from cost focus to revenue success. This is always a challenging journey, but can be the difference between success and failure for the center manager.

Wednesday, June 6, 2007

Job Opportunities - Toronto- Senior Account Exec,

From time to time I get asked to assist friends and clients in recruiting staff in call center related activities. This is just such an occasion. The positions below are great opportunities for the right people and have significant upside potential for growth and advancement.

If either role is of interest to you send me your resume via email to ctaylor@thetaylorreachgroup.com

Job Description
Senior Account Executive

General Description
Introduce and sell Client’s core services to potential medium to large enterprises in the Greater Toronto market. Client’s is a leader in the deployment and installation of Turnkey Data Networks and Voice Over IP PBX systems. While initially being primarily responsible for sales you must have the ability to multi-task in the areas of marketing and general management. You must have a successful track record in meeting/exceeding targets in selling enterprise solutions to senior and `C' level executives. The successful candidate will have a strong track record in direct technology sales, be a self starter and be motivated to achieve.

This is a ground floor opportunity and as such this position has definite potential for the right individual to become a key player and share in the growth of the organization. Clients’ initial push is to develop this market leading with a leading Voice over IP PBX product. General knowledge or experience selling and promoting VoIP PBX products is a definite plus as a qualifier for this position.

Duties and Responsibilities
Sales Prospecting
General development of Toronto Market
This will be supported by direct marketing, tele-prospecting and direct mailings
Daily use of Goldmine CRM
Call reporting
Sales Forecasting
Weekly sales planning
Weekly, Monthly and Quarterly Reporting
Development of individual sales plan on a quarterly basis
Field Demonstration of VoIP equipment
Sales Training and Demo Certification will be provided
Seminars
Conduct monthly seminars
Supported by marketing plan
Marketing
Help develop marketing plan for territory
Identify verticals

Job Qualifications:
Related Experience:
· 2+ years experience as a in Enterprise Sales focused on Networking and or Telephony
· Experience working with service providers to obtain pricing for end users
· Working level knowledge of Telephony and Data Networks.

Formal Training or Education:
BA/BS education preferred

Compensation
The compensation plan will be a combination of base plus commission on sales. Base compensation will be commensurate with experience.

Job Description
Network Engineer

General Description
Manage and maintain network, systems, telecommunication services, provide customer installation and support. Client company, is a leader in the deployment and installation of Turnkey Data Networks and Voice Over IP PBX systems. While most of the duties of this job will entail post sales installation and support some presales engineering support will also be required. The successful candidate will have a strong track direct technology support, be a self starter and be motivated to achieve.

This is a ground floor opportunity and as such this position has definite potential for the right individual to become a key player and share in the growth of the organization. The client’s initial push is to develop in this market a leading Voice over IP PBX product. General knowledge installation and maintenance of VoIP PBX products is a definite plus as a qualifier for this position.

Duties and Responsibilities
The following is a partial list of expected day to day duties the position of Network Engineer may be required to perform. It is by no means comprehensive and additional roles, responsibilities and tasks are expected to be preformed at the direction of management. Some weekend, off hour and travel will be required.
LAN/WAN troubleshooting
VoIP PBX troubleshooting
Multi vendor firewall and router programming - Multi vendor switch programming
Intensive Cisco router and switch programming
Cisco PIX and ASA programming
Design LAN and WAN topology
Visio diagrams of logical and physical data flow
Access control lists
Multiple protocol routing
Routing protocols such as – OSPF, RIP, BGP, EIGRP
Live cut-over support
Circuit troubleshooting
Server troubleshooting/Desktop support/Application support
Server installation/SQL/Citrix/Terminal Services

Job Qualifications:
Related Experience:
2+ years experience as a Network Field Engineer or a Network Operations Center Technician/Engineer
In-depth knowledge of the seven layers within the OSI model and detailed familiarity with industry protocols.
Extensive experience with IP Addressing to include sub netting
Experience in troubleshooting router, switch and fault-tolerant redundant environments, configuration, troubleshooting and hardware maintenance
Experience working with service providers testing and troubleshooting

Formal Training or Education:
BA/BS education preferred

Compensation
Compensation commensurate with experience.

Monday, May 28, 2007

Whats new

Well it has certainly been a busy spring. In the past six months we at TRG have gone from solely providing call and contact center consulting to managing the consulting practice as well as three other companies. These companies are Teleffective, Inc an outbound B2B tele-sales service provider, Telepoll a data gathering and research company focusing on Third Party Quality Monitoring (3PQM) services as well as Customer satisfaction and Employee satisfaction services and Scheduling Staff Inc. that offered hosted staff scheduling services employed by call center as well as restaurants, municpal governements and emergency service organizations.

I wanted to share some of the recent news related to all of the companies ane welcome your thoughts and comments regarding these service offering and the exciting challenges of manageing rapid growth.

Teleffective Growth
Teleffective has grown and prospered in the just over three months since the company was launched. Today we are operating three campaigns running: one is securing appointments for a computer peripherals company, securing appointments and completing direct sales for a waste collection company and up-selling directory listings for a large business to business media company. Our tagline is “The Sell, Phone Company”, and we selected this because it accurately reflects what we do. To see what Teleffective can do to help you improve your sales pipeline and sales performance contact Colin Taylor at ctaylor@teleffectivinc.com or visit the Teleffective website at www.teleffectiveinc.com

Teleffective adds to our team
Teleffective has added to our team with the addition of Nancy Philippou as Project Manager. Nancy with more than 5 years of tele-sales experience brings a track record of success and achievement to Teleffective. Nancy will oversee all program completed by Teleffective and will work with the staff to ensure success of each and every project. Please join me in welcoming Nancy to the Teleffective team. You can reach Nancy at nphilippou@teleffectiveinc.com .

TRG secures a new agreement to provide Third Party Quality Monitoring
TRG has recently secured a new agreement to provide Third Party Quality Monitoring (3PQM) services to large financial institution. More than 175 agents will be assessed at least three times per month against the criteria established by TRG and the Client. This agreement was secured following the completion of a six month pilot project. The client characterized the results of the pilot as allowing them to focus more effectively on coaching and developing their agents and helping to improve the overall quality and service delivered to their clients. For more information on TRG please visit our website at www.thetaylorreachgroup.com .

Telepoll and TRG secure new Customer Satisfaction Survey Program
Telepoll, a TRG company has secured a new Customer satisfaction research program to assist an established sports equipment manufacturer to assess their customers and channels satisfaction with the company and its sales and services processes. This program will be executed utilizing outbound telephone interviews with assessments and analytics being provided by TRG. For more information about Telepoll and their Customer satisfaction, employee satisfaction and/or 3PQM services please visit our website at www.telepoll.net or email John Cockerill at jcockerill@telepoll.net .

Scheduling Staff Inc. continues to grow
It has been less than one year but Scheduling Staff Inc. (SSI) has already developed a strong following of organizations who rely on SSI to help them to quickly and easily schedule their staff. Today more than 141 companies, representing more than 3,275 individual users and reflecting scheduled shifts that total more than 87,000 days are using SSI. The companies that use SSI represent a broad range of service organizations from Call centers and market research companies to restaurants, emergency services and governmental services organizations across North America. For more information on Scheduling Staff Inc or to set up your own 30 day free trial please visit our website at www.schedulingstaff.com or email Mary Jones at mjones@schedulingstaff.com .

Wednesday, May 2, 2007

What is the value of Customer Service?

What is the Value of Customer Service?
Can we quantify it?
Can we get senior management to understand it?
We all know what good customer service is when we experience it, but few organizations can translate this into profit or margin at the end of the day.
Why is the value of good customer service so elusive?

The studies are clear 92% of consumers base their opinions of an organization based upon their call/contact center experience (Purdue), 54% of consumers have a higher opinion of an organization before they contact center than after (transversal). So what is the value of customer service? Does it affect lifetime value? if so how? Does change loyalty, repurchase, RFM analysis? If so how? Can we stop speaking of customer service as we do the weather...everyone talks about it, but nobody does anything about it? Come on weigh in, lets get your point of view.

Tuesday, May 1, 2007

Help Desks...so why can't we get help?

Help Desks…so why can’t we get help?

So why it is that today the helpdesk is derided almost universally, by the people they are there to help? Why that is the help desk has been renamed in many organizations as the ‘helpless desk’. Is the culprit the design of the help desk, the management, the tools deployed or is just that the users are beyond any form of help? To answer these questions we first need to review and understand the function, design, and management that are elements of any help desk.

According to PCMag a help desk is defined as “A source of technical support for hardware or software. Help desks are staffed by people who can either solve the problem directly or forward the problem to someone else. Help desk software provides the means to log in problems and track them until solved. It also provides the management information regarding support activities.” That sounds simple enough, but as with most things the devil is in the details. Users in most organizations will have 25 or more different software applications on their desktop, other software on their laptop and others yet on their pda. These applications include both company provided and user provided applications. IN addition to the software, they may have a desktop, laptop, pda, printer, scanner and network connections, wired and wireless. As you can see it very quickly becomes a very complicated mash of files, applications, hardware and network elements. Keep the users running is the role of the helpdesk.

IT is the owner of all company sponsored applications, as well as the provider of the network connectivity and hardware, so it is left to IT to manage the help desk and make it as efficient as possible. Of course to the uninitiated this sound fairly straight forward; IT knows the applications, hardware, software and networks after all they selected, purchased, configured and installed each of these elements. In addition the IT group has developed a process to manage help desk inquiries that generally runs as illustrated in the graphic below.


A nice linear process. This is way a help desk is intended to work. Make a request, send it to dispatch, it is assigned a case or ticket number, entered in the queue, dispatch assigns a rep to investigate and respond (fix) the problem and once fixed the case (or ticket) is closed.

Of course few things in life actually work as they were originally designed to. This is certainly true of help desks. Even with the experts who know the technology, its configuration and who are equipped with a logical and straightforward management process, help desks are often hopelessly doomed. Why you may ask? Well with the focu on technology; hardware/software, networks and process one critical element has been omitted, People.

Remember to old adage “to err is human, to really mess things up requires a computer”? We I would suggest that today the inverse is closer to the truth…internet viruses notwithstanding. People and specifically the users tend to be the single largest cause of issues requiring help desk support. Now let me be clear people cause most problems, but they do so often in such ways that we do not see ourselves as the culprit when we have a problem. Let me give you an example, Bob contacts the help desk because one of his Microsoft programs crashed and now will not boot up. He has tried rebooting his pc and has closed all other windows. Bob is in a panic, he needs to get a report done and that can’t happen if he can’t get the software to load. The help desk responds and even they are stumped at first and need to research the problem. The map all of the programs and applications on Bob’s pc. They review all of the files within those applications and finally the ah ha moment. There are two programs that employ a file called “abcd.dll” one in his Microsoft application and one in that new golf game software Bob recently installed to provide some entertainment on those long flights he is required to take. Bob in his haste to install his new game, did what we all do when going through a similar process we click ‘yes’ to any and all ‘replace file x with newer file x’ queries and in doing so Bob replaced the file that was needed to boot his MS file with a snazzy new that works great for golf,, but so good with Word.

We are all Bobs’, we all have software application, instant messaging, media players, sound players, games and other goodies on our machines that IT not only doesn’t know about, but that they have experience troubleshooting. The result is longer time to research and repair a help desk request. But besides the software we have installed we can create other problems…the virus the came when we opened that joke, the synchronization software for the pda we got for our birthday, the new business card scanner we purchased as an efficiency tool (not knowing we could actually crash the mail server). Face it people are the problem, not intentionally, but we are just the same. People do not view a pc as tool to just do spreadsheet, report writing and presentation preparation and to access the company CRM database, but rather we view computers as tools that can do thousands of wonderful and entertaining thing to inform and entertain us besides doing all of those functions and tasks that IT has designed and equipped them to do. In developing specifications and configurations for our pcs and networks etc. the IT group will ensure that we have compatibility and that the systems will function as designed…but they can’t even imaging all of the other things we will try to do with our machines.

So all the havoc wreaked by you and I and Bob has an impact on the help desk. They receive more cases and tickets needing attention than forecast, with more requiring research in order to fix. All the while the user is popping blood vessels wondering how they will get the report to the VP by 2pm. The net result of this becomes longer delays in the help desk queue and a general feeling amongst users that the help desk isn’t very helpful. So faced with a 2 pm deadline and the belief that the help desk isn’t very helpful, what is a manager to do? What we always do in times of challenge and crisis, we innovate. Remember that neat and tidy linear process we reviewed above? The one that sets out the process of managing a help desk case? Well enterprising users can turn that on its ear very quickly. Have a look at the graphic below which is actually far more accurate of most help desks.

Being innovative we all understand the concept of work-arounds, but in relation to our help desks many of us have become masters of this. We have cultivated relationships with the helpdesk reps individually just so we can by pass the dispatch and queue steps to speed our fix. We discover the secret queue email address and naming convention and try to jam a bogus case into the queue, we butter up the folks who dispatch to seek preferential treatment, we call our buddy asking for 5 minutes on the phone to see if we can get a quick fix and bypass the whole ugly process. This whole process is often greased by glad-handing, feigned friendship and doughnuts for the Help desk staff. Of course soe help desk staff will try against all logic to actually follow the process they have been instructed to do and forward a work-around request back to dispatch where it gets entered into the queue much later than it originally would have ( I guess we know who didn’t get the doughnuts). While much of the above is ‘tongue in cheek’, the activities and work arounds are not.

Now try designing an effective help desk with people who are always and with little if any consideration of the consequences adding ‘stuff’ onto their computers and a process that often doomed to work-arounds. A daunting task isn’t it? Daunting yes, impossible no. To get a handle on your help desk operation you need to get a handle on the primary cause of help desk cases…people. In practice it makes little sense to try to get people to stop adding stuff, because it is unlikely to work. A better approach is to look at what people do add and determine which ones ( there is a multitude of choice for most of the add ons we install) and determine the ones that are least likely to cause problems and share this with the users. This sharing process is one of education, there likely will be applications that you will forbid text chat and Voip are two of the most common banned applications, but tell them why; security, hackers, viruses etc. Train your people to ask before they install and not to mindlessly click yes to everything. This should be part of your staff induction training and part of the process whenever anyone gets a new or upgraded machine. This will reduce demand for the help desk are reduce the average time to repair, thereby reducing the queue.

Once you have you people and their pc’s under control, or as much control as we can reasonably expect next we need to turn our eye to our help desk staff. Doughnut aren’t good for us anyway so work with your staff to follow the process and be rigorous about it. Set up measures and reports on each of the staff: track mean time to repair, review their tickets/cases and determine what percentage followed the process and call them on it. Of course the senior VP may still get preferred treatment from time to time, but the overall incidence and use of work-arounds and back doors will diminish. This will of course further improve the through put of the help desk and improve their responsiveness both actual and perceived.

The truth of the matter is that most help desk challenges and those that lead us to label the help desk, the helpless desk have much, much less to do with technology and much more to do with people, both within and outside of the help desk.

To view this complete article (including graphics) please visit the TRG website ans subscribe to receive Customer Reach each months, follow the following link http://www.thetaylorreachgroup.com/register.php and join 5,000 + senior call/contact centers executives from around the globe.

Wednesday, April 4, 2007

Contact center research

Recent TRG research studies
In “Outsourced Quality Monitoring: Emerging Market or Outsourcing Core Competency?” TRG studied more than 160 organizations and their views regarding the outsourcing of quality monitoring. Every Contact Center senior manager knows that agents require coaching, training and guidance to become more effective and more efficient, unfortunately in most organizations Supervisors spend a significant portion of their time completing non-agent related activities. The question becomes how can we improve the supervisors’ efficiency in completing all of their tasks and still ensure we coach and develop our agents.

In “Assessing Outsource, Offshore and Domestic contact center operations”, TRG examines the opportunities and challenges associated with processing live agent voice calls, email and whitemail processing internally and outsourced. In addition the study examines advantages and disadvantages of Domestic near shore and offshore locations.

If you would like to receive a complimentary copy of either of these reports please email your request to info@thetaylorreachgroup.com .