How to leverage a call center agent performance scorecard

Sprinklr Team

July 7, 20236 min read

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With artificial intelligence taking over a multitude of tasks in business communication, customer handling in call centers should be easy, right?

However, when it comes to handling customers, agents are still the human face of your company, and measuring their performance is still critical to customer experience. And even with all the training and monitoring, tracking performance and building accountability in a call center can be challenging.

That's where a powerful tool comes into play: the Call Center Agent Performance Scorecard.

In this blog, we break down the importance of performance scorecards and uncover how they can be leveraged to unlock the true potential of your call center agents.

Table of Contents

What is a call center agent performance scorecard?

A call center agent scorecard is a comprehensive performance evaluation tool used in call center operations. It allows managers to assess the effectiveness and efficiency of their agents' interactions with customers.

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Here are four key areas covered in call center agent performance scorecards:

  1. Performance metrics: What are the metrics that your business wants to focus on when monitoring agent performance? This could include metrics such as call handling time, customer satisfaction, first-call resolution and adherence to guidelines.

  2. Goal alignment: It outlines specific goals that align agent performance with organizational goals and key performance indicators.

  3. Performance benchmarking: It compares individual agents' performance against team or industry standards.

  4. Continuous improvement: It supports targeted coaching and training interventions for enhancing agent skills.

With a comprehensive call center agent performance scorecard, managers can make data-driven decisions, motivate their teams and drive performance improvements in call center operations.

Also read: A Comprehensive Guide on Contact Center Management

Why do we need a call center agent performance scorecard?

When it comes to optimizing your call center operations, it's vital to put a quality management system in place. The agent performance scorecard is a crucial element of this system, which can help with:

  1. Performance evaluation

  2. Goal alignment

  3. Continuous improvement

  4. Accountability and transparency

  5. Coaching and training

  6. Rewards and recognition

  7. Performance benchmarking

  8. Resource allocation

The end result of all the above benefits is that you are able to provide a better experience to your customers, which lifts your brand reputation, customer loyalty and revenue.

7 Steps to using call center agent scorecards for best results

A well-structured, holistic agent performance scorecard can become the foundation of your call center's quality management process. It all starts with designing a scorecard that addresses all the performance areas you prioritize in your support agents. Here's a stepwise approach for the same.

Step 1: Define key performance metrics

To make the most out of the agent performance scorecard effectively, you must start by defining the key performance indicators (KPIs) that align with your business objectives. These metrics will serve as guideposts, allowing you to accurately measure and evaluate agent performance.

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Determine the metrics that matter the most to your call center's success. This could include first-call resolution rate, adherence to compliance guidelines or operational excellence.

Thereafter, define the evaluation criteria for your agents. If customer satisfaction is a priority, gauge your agents' performance through that lens. On the other hand, if strengthening self-serve is your focus, knowledge base utilization should be one of your key evaluation parameters.

By defining key performance metrics and evaluation systems, you establish a solid foundation for effective agent scorecard utilization.

Learn more: 10 Important call center KPIs to track

Step 2: Establish performance goals and scoring systems

Once you have your metrics in place, it's time to collaboratively set performance goals for your agents. By establishing clear and SMART (specific, measurable, achievable, relevant and time-bound) goals, you provide your team with a clear sense of direction and purpose.

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Here are some instances of SMART goals for your agent scorecard:

  • Handle time: Target an average handle time of 5 minutes or less per interaction

  • First contact resolution: Strive for a minimum 80% of cases solved on the first touch

  • Escalation rate: Keep it below 10% of total cases

It also helps to clearly communicate these goals to your agents and break them down into manageable milestones, which allows you to track progress and recognize small and big achievements.

Now that you have set the stage, let's proceed to step 3 and discover how to effectively monitor and track agent performance.

Also read: 9 Customer service objectives every manager must achieve

Step 3: Regularly monitor and track performance

Monitoring and tracking agent performance is crucial for leveraging the agent scorecard effectively. It allows you to identify areas of strength and areas that require improvement – enabling you to provide timely interventions and support.

An example is shown below, where live agent monitoring and productivity can be tracked using a dashboard:

4agent productivity

Here are some steps to follow:

  • Utilize real-time analytics and reporting tools to monitor and track agent performance.

  • Regularly review the scorecard data to gain valuable insights into agent performance.

  • Offer timely feedback based on these scorecard insights, highlighting both areas of improvement and notable achievements.

Step 4: Provide ongoing training and support

The fourth step to leverage a call center agent performance scorecard effectively is to plan agent training programs and provide your agents with the necessary support.

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By offering ongoing training and support, you equip your team with the skills and knowledge needed to excel in their roles. Here's what you need to do:

  • Identify training needs based on scorecard insights and provide targeted coaching and training sessions to address these areas.

  • Offer resources and tools that support agents in their continuous improvement journey.

  • Foster a culture of continuous learning, encouraging agents to share best practices and learn from one another's experiences.

Your aim is to make it easy for your teams to meet their SLAs, grow professionally and maintain high morale.

Step 5: Recognize and reward achievements

Recognizing and rewarding your agents' achievements plays a crucial role in fostering a positive work environment. It not only acknowledges outstanding performance but also encourages people to consistently strive for excellence.

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Here's how you can effectively recognize and reward achievements via agent scorecards:

  • Implement a recognition and reward system that acknowledges agents' outstanding performance and achievements, in the form of merit pay, bonus, stock options - whatever aligns with your budget and company policies.

  • Celebrate milestones and accomplishments to instill a sense of accomplishment and appreciation within your team. A group-based reward system can do the task for you.

  • Encourage healthy competition and create opportunities for agents to showcase their skills and abilities, further fueling their motivation. This can be done with leaderboards and programs like "Employee of the Month" etc.

Step 6: Collaborate and share best practices

Promoting collaboration and knowledge-sharing among agents unlocks the collective wisdom and expertise of your team. By facilitating the exchange of ideas and best practices, you create an environment that nurtures growth and improvement.

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Here's what you can do:

  • Encourage top-performing agents to collaborate and share their success stories and effective strategies.

  • Have peer-to-peer review/feedback sessions and manager barge-ins.

  • Facilitate knowledge sharing via team communication apps like Slack and Microsoft Teams.

Promoting collaboration and sharing best practices fuels innovation, enhances problem-solving capabilities, and creates a supportive community within your call center.

Step 7: Continuously improve and adapt your scorecard

To leverage the agent scorecard efficiently, it's crucial to keep refining it with evolving business goals, customer expectations and industry trends. By doing so, you stay relevant and competitive.

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Here's how to continuously improve and adapt your agent scorecard strategy:

  • Regularly assess the effectiveness of the agent scorecard and make necessary adjustments based on feedback.

  • Stay informed about industry trends and advancements, integrating new strategies and technologies that can enhance your call center's performance.

  • Embrace an organizational culture that prioritizes continuous improvement, encouraging innovation and agility at all levels.

By continuously improving and adapting your agent scorecard approach, you ensure that it remains a dynamic and effective tool for driving performance improvements in your call center.

Best practices for designing an effective agent performance scorecard

When it comes to scorecards, there's no one-size-fits-all approach. But there is a set of best practices that can elevate your agent scorecards and give you the desired outcomes. Let's take a look at them:

  1. Keep the scorecard design clear, simple, and easy to understand.

  2. Use visually appealing formats, such as graphs or charts, to present data.

  3. Provide clear instructions and guidelines on how to interpret and use the scorecard effectively.

  4. Customize the scorecard to fit the unique needs of your call center.

  5. Involve key stakeholders in the design process, including managers, supervisors and agents.

  6. Balance quantitative and qualitative measures to capture a comprehensive view of agent performance.

  7. Incorporate customer feedback, quality assurance scores and agent self-assessments.

By implementing these best practices into your scorecard design, you will ensure that your scorecard aligns with your call center's objectives, promotes transparency and empowers agents to excel in their roles.

Achieve operational success in your call center with AI-led quality management

The agent performance scorecard could very well be the tool that helps you create a list of actionable insights for ensuring call center success. It can serve as a strong source of data to ensure that each stakeholder is aware of the performance of individual contributors as well as the team at large. At the very least, it helps create accountability, streamline operations and establish quality checks.

To truly maximize the benefits and streamline your call center operations, you could explore a comprehensive solution, such as the ones provided by Sprinklr.

How can Sprinklr help?

Sprinklr's AI-powered quality management software analyzes 100% of your customer-agent conversations to unlock actionable insights that have the potential to convert all your agents into top performers. It can integrate seamlessly with your LMS, allowing you to offer tailored learning material to your agents and boost their performance.

Interested to try it out? Schedule a demo with Sprinklr today and see how our solutions can transform your call center performance.

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