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Customer Service Analytics: Measuring and Improving Performance

This program focuses on the data-driven aspects of customer service, equipping participants with the skills to analyze key performance indicators (KPIs) and drive continuous improvement. Participants will learn how to use analytics tools to track customer satisfaction, identify trends, and measure the effectiveness of service initiatives. The program emphasizes the importance of using data to make informed decisions and optimize customer service operations.

 

Target Audience: Customer service managers, data analysts, quality assurance specialists, and operations managers.

 

 

Module 1: Introduction to Customer Service Analytics

  • Understanding the role of analytics in modern customer service

  • Overview of data types: structured vs. unstructured

  • Setting goals for service performance measurement
    Includes case study review and group discussion on common metrics

 

Module 2: Identifying and Interpreting Key Performance Indicators (KPIs)

  • Common KPIs: CSAT, NPS, FCR, AHT, resolution rate, etc.

  • Aligning KPIs with customer experience goals

  • Avoiding vanity metrics and misinterpretation
    Includes group activity to evaluate and select relevant KPIs

 

Module 3: Using Analytics Tools and Dashboards

  • Overview of analytics platforms (e.g., Power BI, Tableau, CRM dashboards)

  • Real-time vs. historical data tracking

  • Visualizing and sharing performance reports effectively
    Includes guided tool walkthrough and collaborative dashboard critique

 

Module 4: Analyzing Trends and Customer Feedback

  • Gathering and segmenting feedback data

  • Identifying patterns, pain points, and service gaps

  • Integrating qualitative and quantitative analysis
    Includes case study analysis of trend identification

 

Module 5: Using Data for Continuous Service Improvement

  • Root cause analysis and corrective actions

  • Setting benchmarks and performance targets

  • Data-driven coaching and employee development
    Includes group exercise on creating an improvement plan using sample data

 

Module 6: Communicating Insights and Driving Change

  • Presenting findings to stakeholders effectively

  • Creating a culture of accountability and improvement

  • Embedding analytics in everyday operations
    Includes group role-play on stakeholder presentation and action planning

 

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Training Format
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