Figure 23: 05.06 Customer Service Representative Toolbox
Description
Customer Service Representatives (CSRs) play critical roles in shaping the customer experience. CSRs are increasingly expected to drive not just service and satisfaction, but revenue opportunities through customer interactions, as well as handle interactions across multiple channels – email, web chat or phone. CSRs need the right information at the right time, every time, to handle interactions quickly and effectively. CSRs must be empowered with the tools necessary to efficiently and effectively handle every interaction the right way, in a personalized manner.
The CSR toolbox addresses this need for rich interactions with the customer, comprising of applications from the Fulfillment, Assurance and Billing domains. The CSR toolbox provides additional functionality in a common look and feel across the applications – and is not simply a convoluted assembly of applications and processes across siloed systems.
The CSR toolbox is optimized to the CSR’s needs; the user interface and controls provide easy access to key customer information whenever needed. It integrates all of the disparate, siloed applications the CSR needs to work with. It delivers real time, always-in-context guidance to the CSR during an interaction, as well as navigates the CSR through business processes as they move field by field across different systems and interaction
steps.
Customer Service Representative Toolbox
Application Identifier: 05.06 Overview
Customer Service Representatives (CSRs) play critical roles in shaping the customer experience. CSRs are increasingly expected to drive not just service and satisfaction, but revenue opportunities through customer interactions, as well as handle interactions across multiple channels – email, web chat or phone. CSRs need the right information at the right time, every time, to handle interactions quickly and effectively. CSRs must be empowered with the tools necessary to efficiently and effectively handle every interaction the right way, in a personalized manner.
The CSR toolbox addresses this need for rich interactions with the customer, comprising of applications from the Fulfillment, Assurance and Billing domains. The CSR toolbox provides additional functionality in a common look and feel across the applications – and is not simply a convoluted assembly of applications and processes across siloed systems.
The CSR toolbox is optimized to the CSR’s needs; the user interface and controls provide easy access to key customer information whenever needed. It integrates all of the disparate, siloed applications the CSR needs to work with. It delivers real time, always-in-context guidance to the CSR during an interaction, as well as navigates the CSR through business processes as they move field by field across different systems and interaction steps.
Functionality
• Single sign-on – Provides single sign-on across applications in the toolbox.
• Centralized data entry – Updates information in one system and automatically populates it to all other systems (if there is a need to overcome data duplication).
• Customer information dashboard – Displays relevant customer information, such as name, account and lifetime value on a persistent customer dashboard.
• In-Context, configurable, workflow-driven navigation – Through means such as configurable business processes, automatically drives the CSR workflow and screen navigation according to the context of the customer interaction and other customer profile information across all applications used.
• CSR guidance – Complementary to in-context, configurable navigation, CSR
guidance intelligently guides the CSR through the interaction. Guidance can span any subject—cross-sell, up-sell, retention, service and support, quality or training
Note that any mixture of the above two functions can coexist.
• Embedded actions – Embedding desktop controls with APIs or service calls to other systems as a means to process activities such as invoice generation, device activation, and other back-office activities.
• Launch in-context Common Actions – Configurable, short-cut buttons that launch key applications and functions for streamlining actions a CSR commonly performs. (e.g.
create a case, prepare an order, update an address)
• Conversational scripting – Displays recommended text and scripting to guide agents in specific conversations/dialogue tailored to each customer interaction. Also provides branching based on customer answers.
Supported Contracts
To Be Added
CSR fulfillment
Application Identifier: 05.06.01 Overview
A CSR fulfillment application provides front end support for the application flows defined by the order management applications (cf. Order Management Applications).
Note: Since CSRs are required to perform sales activities, it is expected that in a future TAM version this application will encompass front end applications from the sales domain as well.
Functionality
CSR fulfillment functionality includes taking care of a single order, assisting orders initiated in other channels, handling pool of orders globally, and exception handling, reporting and analyzing the ordering activities. This includes:
• Product Catalogue and Offerings browsing (versioning driven)
• Order Capture and Negotiation
• Order take-over & relinquish – the ability to take over governance on orders handles in other channels (e.g. self service) amend and relinquish while preserving all the captured data.
• Assigned products maintenance
• Manage monitor and track specific order – CSR access to a specific order
• Error resolution – View pool of orders resulted in error / stuck orders and enable the CSR to act accordingly (e.g. resend the request, notify the user with recommended action)
• Jeopardy notifications – View jeopardy notifications queue and enable the CSR to act accordingly (e.g. notify customer on due date delay)
• Orders administration – View all outstanding orders, progress and history displays
• Business / Financial / Operational reporting Supported Contracts
• Order Management
• Product Catalogue
CSR assurance
Application Identifier: 05.06.02 Overview
It is expected that future versions of TAM will encompass the front end of the assurance applications: Customer QoS/SLA Management and Customer Service/Account Problem Resolution.
Functionality
To be added.
Supported Contracts To Be Added
CSR billing
Application Identifier: 05.06.03 Overview
A CSR billing application provides front end functionality for the CSR in their day to day billing related activities.
Functionality
CSR billing functionalities includes:
• Billing Inquiry Dispute & Adjustment Management
• Payment
• Collection
Note: It is expected that future TAM version will incorporate the Billing Account Management into the same framework.
Supported Contracts To Be Added
Collection
Application Identifier: 05.06.03.01 Overview
To Be Added
Functionality
The purpose of collection application is to support the customer service representative (CSR) in collection activities. Most of the collection activities are executed automatically through Collection Management. The functionality includes:
• Collection inquiries – query treatment path and collection history
• Perform manual collection activities (e.g. make call)
• Payment arrangement settlement with the customer
• Issue write-offs
• Manual intervention in collection treatment
o Force account into collection / Stop collection treatment o Change collection policy
o Pause / Resume collection treatment
• Collection agent reassignment– Change the agent responsible for a specific collection activity.
Supported Contracts To Be Added
Payment
Application Identifier: 05.06.03.02 Overview
To Be Added
Functionality
The purpose of payment application is to accept customer payment via the customer service representative (CSR). Payments are handled by Receivable Management. The functionality includes:
• Immediate payment of balance / specific invoice using existing or new pay means
• Prepaid recharge using vouchers / other pay means Supported Contracts
To Be Added