Anyone working in a customer service based role can greatly benefit from using visual management for customer service. Our customer service visual management boards are great for sales teams, or anyone working in a customer service based industry. In this post, we’re exploring how those in service or office-based roles and use visual management to effectively manage their customer service teams.
Anyone working in a customer service based role can greatly benefit from using visual management for customer service. Our customer service visual management boards are great for sales teams, or anyone working in a customer service based industry.
Our customer service visual management board features several information points designed to keep teams on target and keep key information close by so that you can offer an overall better service to customers.
The top of the board features a space to write 3 customer service tips, which can serve as key reminders to your staff and during your daily meetings can be used as a key training tool.
The next section is based on Short Interval Control. This area allows you to check in on your teams KPI’s at key points during the day to ensure they are on track to achieving their target.
To complete this section, simply fill in the staff member’s initials in the ‘Who’ section. The KPI to achieve in the process section, then fill out the target and fill out the actual at lunchtime and the end of the day. If the target was not achieved, fill out the cause and countermeasure section. This is shown in the example below.
The purpose of this section allows the team to pick any issues up and make adjustments before it becomes a problem. It will also allow a manager to easily see any trends where KPI’s are not being met to prompt them to fix any problems.
The next section is for any actions that are assigned during the daily meetings around the board. There is a section here to assign to a specific task member, add a deadline date and update the status. This could be done with simple magnets, symbols or writing.
The brainstorm area is a handy little section for meetings as it allows an area of free space to jot down any ideas that pop up and the quote of the week section is fantastic for motivational quotes to inspire the team.
The final bit section is for you to write key customers for your business and the account manager who looks after them. This is a vital section to ensuring that the entire team knows who the customers are that need extra care and attention – this could be based on sales value or potential (and every business has their own criteria).
Using visual management for customer service is vital for customer service teams wanting to offer the very best service to customers and clients. The best part is that here at Clarity Visual Management we are the experts are creating bespoke visual management solutions. Our visual management for customer service can be tailored to suit the specific needs of your business, created in your own brand guidelines and engaging for your teams.
Here at Clarity Visual Management, we consult with clients both far and wide about how they can use visual management to achieve their goals, exceed their targets and make financial savings which would otherwise be lost to waste. We work with our clients to create a bespoke strategy that ensures visual management is set up for success before providing specific, high-quality Lean products to sustain the visual management programme and make Lean work in the organisation long-term.
You can read more about the work we’ve undertaken with our clients by browsing through our Visual Management Case Studies.
Download our ‘Introduction to Clarity Visual Management’ if you’re unfamiliar with Clarity and want to learn a little more about our products and services.
Get in touch and speak with a Visual Management Specialist to answer any questions you may have on our products, consultancy or business.
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