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How to Create a Powerhouse Customer Service Team

Five simple steps required:

  1. Ensure sufficient capacity and capability
    1. The importance of slack
    2. Checklists
  2. Divide responsibilities
    1. Maintain a big front line
    2. Quarantine your experts
  3. Do ALL work in either ERP or CRM
    1. Confiscate notepads & post-it notes
    2. Log every case and every activity
  4. Get a global view of all work
    1. Aggregate cases from multiple systems
    2. Calculate actual lead times in net-work-hours
    3. Determine target case lead times
    4. Put your view of case performance on the wall
  5. Supervise your team
    1. Get a good supervisor
    2. Institutionalize daily, 20-minute, stand-up WIP meetings