Over the past few months, I noticed a new trend in my interactions with contact centers. When a problem could not be quickly resolved or a question efficiently answered, agents have promised a future return call with a resolution. In the past, it seemed that I would be on hold or find myself engaging in small talk with agents so this new trend is a marked difference.
For the most part, I have to say that I’m impressed. The benefits of ending the first contact with a promise for follow up are undeniable for customers. I don’t have to waste my time (or mobile plan minutes!) while the agent researches my file or finds a way to resolve the problem. The agent can then take the time to fully and accurately find a resolution.
However, there are a few key considerations that must be part of any plan to delay resolution after the first contact:
- Adjust metrics accordingly. Obviously, you can’t use first contact resolution as a metric; beyond that, though, there are likely other metrics you will need to adjust. For example, how will you account for the time that agents will need to research issues and follow up with customers? Agents will need some time available when they are not actively taking calls so that they can resolve issues and communicate with customers. It may be unrealistic to continue to apply the same metrics.
- Outline a clear process for resolution and follow up. In my experience, it’s a tossup whether I’ll ever hear back from the agent with any resolution. From a customer’s perspective, it’s much more irritating to be promised resolution and not hear back than to spend a few extra minutes on the phone with an agent! Be sure that your contact center procedures close this loop to ensure resolution.
- Create a communication plan between agents and supervisors. Often, the reason that further communication is needed is because the problem requires supervisor intervention. If supervisors aren’t quickly available during the first customer contact, be sure that the communication plan between agents and supervisors is clear for cases that are elevated to the supervisor’s queue.
- Documentation. Just in case there is a breakdown in the resolution process, it’s critical to ensure that the agent has fully documented the communication with the customer and any steps that have been taken toward resolution. If the customer does have to make the follow-up phone call, at least he/she will be saved the trouble of repeating all of the details!
Delaying resolution beyond the initial contact offers potential for the time savings for customers to translate to improved customer satisfaction; however, it is important that contact center managers fully consider the changes that may be required to successfully implement any such changes!



