SQM Group

Quality Assurance Best Practice Case Studies

Discover Why Customer Quality Assurance Works for Improving First Call Resolution

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Why does CQA Positively Impact FCR So Much More Than Traditional QA?

For most organizations, their quality assurance (QA) program's primary objective is to improve the customer's experience for resolving an inquiry or problem. Yet, very few can say or factually prove that their First Call Resolution (FCR) or customer satisfaction (Csat) has improved due to their QA practices. In fact, most call center managers mistakenly assume that their quality assurance program is helping the call center achieve or improve FCR and Csat performance. The reality, in many cases, is customers do not view the call in the same light as the person who is evaluating the call.

Most QA practices typically focus on metrics important to the call center, such as caller verification, adherence to script, the accuracy of information provided to a customer, screen navigation, policy compliance, tracking of sales initiatives, and customer treatment. In most cases, the traditional QA program has effectively ensured that their Agents comply with call compliance metrics. Calls are either scored with equal importance placed on each metric used or, more often, weighted on metrics that are more important to the organization than the customer.

Quality Assurance Best Practices

How is Customer Quality Assurance Different from Traditional QA?

With traditional QA, a supervisor or QA evaluator listens to the calls and evaluates the customer's experience. Regardless of the metrics used or the person who conducts the QA evaluation, what remains clear is that a call center employee is judging the customer's experience for resolving an inquiry or problem, not the customer.

​Conversely, Customer Quality Assurance (CQA) combines call compliance metrics, judged by a QA evaluator, and service quality metrics, judged by a customer via a post-call or email customer survey. CQA is based on the premise of letting the customer be the judge of their own experience when contacting an organization and is one of the best practices for driving improvements in the FCR rate.

Traditional Quality Assurance

Traditional QA Best Practices

Traditional QA is based on the premise of letting the QA evaluator be the judge of the customer's experience. When the typical metrics are used with internal QA evaluators, there is very little correlation between traditional QA ratings and FCR ratings. SQM's customer research shows for Traditional Quality Assurance, 81% of Agents evaluations do not positively impact First Call Resolution ratings. The low correlation between traditional QA and FCR ratings is because the customer is not the judge of whether FCR or call resolution took place. Moreover, the traditional QA evaluation process is not primarily focused on FCR and call resolution metrics.

What Makes Customer Quality Assurance More Important? 

​SQM's research shows that what is most important to a customer using a call center is to resolve their inquiry or problem, and 93% of customers expect to be able to resolve their call on the first call. CQA is a best practice for improving the impact of call monitoring on the call center's FCR performance as it allows the customer, not the organization, to determine whether FCR has taken place.

If CQA is properly implemented, a call center can expect up to a 10% improvement in FCR. That means for an average call center that is performing at a 70% FCR rate, if they improved by a 10% FCR rate, they would be performing at the world class FCR rate of 80%. Only 5% of the 500 leading North American call centers we benchmark on an annual basis can achieve the world class FCR rate of 80% or higher when the customer is the judge for determining whether FCR is achieved.

​When traditional QA evaluators assess FCR, SQM research shows the FCR rate to be overstated by up to 20% over the Voice of the Customer (VoC) FCR rate, which can cause call center leaders to not focus on improving FCR. Furthermore, in most cases, traditional QA evaluations have not positively impacted the FCR rate.

Customer Quality Assurance Best Practice Case Studies

How the Customer Quality Assurance Process Works

Put simply, for the same call, the CQA program evaluates a call using both customer survey and call compliance metrics to assess call quality.

CQA Defined

By combining customer survey and call compliance metrics, the CQA evaluation provides a holistic view of quality assurance because it represents both the customer and the organization's perspective.

CQA uses VoC data to judge call quality to enhance, not replace, the established call monitoring process. The customer survey information alone cannot replace the entire existing QA process because there are some call center metrics that the customer simply cannot judge (e.g., compliance, the accuracy of information). Thus, it is still necessary for the call center monitoring team to evaluate the­­se metrics or use analytical tools to determine call compliance.

The most effective CQA program for the call center is a two-part process that blends external VoC evaluation with internal call evaluations. Each Agent receives a CQA evaluation report that consists of both the customer survey and the call compliance results for the same call. As shown by the below figure 1, the CQA evaluation scoring is a total of 100 points, comprised of:

CQA Evaluation Scoring Breakdown

  1. 60 points available based on customer survey results and 40 points available based on call compliance metrics.

  2. Of the 60 points allocated for customer survey results, 40 points are for call resolution, and 20 points are for customer satisfaction.

  3. Of the 40 points allocated for call compliance metrics, 30 points are customer-focused, and 10 points are organization-focused.

  4. CQA point allocation is 90% skewed towards customer metrics (i.e., 60 points from the customer survey metrics and 30 points from call compliance metrics).

  5. Having 90% of the CQA evaluation form allocated towards the customer's experience sends the message to Agents that the customer's experience (e.g., call resolution, Csat) is what really matters in the CQA evaluation program and to the organization.

FIGURE 1: CUSTOMER QUALITY ASSURANCE EVALUATION SCORING

Customer Quality Assurance Best Practices Figure 1

Internal CQA Evaluation

​The internal evaluation aspect determines whether the organization's needs are met and is judged by the call center's monitoring team through a slimmed-down version of the industry's current call monitoring practices. The organization focuses on metrics that the customer cannot judge, such as caller identification, screen navigation, policy compliance, and call handling (e.g., the accuracy of the information, using knowledge management tool, note-taking, and wrap-up).

External CQA Evaluation 

The external evaluation aspect determines whether the inquires or problems are resolved and is judged by the customer. CQA uses post-call phone or email customer survey feedback collected by an independent third-party survey vendor or by in-house surveys to determine whether the call was resolved and whether FCR and customer satisfaction were achieved. The CQA evaluation process is based on customers who called the call center and who have completed a survey.

CQA Evaluation Form Metrics and Point Allocation

Below are the standard CQA evaluation metrics and point allocation from a high-level perspective that we use with our clients. The CQA metrics and point allocation should be used as a guide for developing a CQA evaluation form appropriate for your call center. The CQA form consists of a customer survey and call compliance section with corresponding sub-sections. The CQA form total points available is 100 points and has a five-level CQA scoring range (i.e., great to unacceptable). The CQA evaluation form is comprised of the following metrics, point allocation, and scoring range:

Quality Assurance Best Practice Evaluation

 

CQA evaluation plan

Why CQA Positively Impacts FCR More than Traditional QA

It is important to mention that in approximately 40% of calls that are non-FCR, the Agent was the source of error, and in over 40% of non-FCR calls, the customer felt the Agent could have done more to resolve their call. Put differently, in many cases, for non-FCR calls, there was an Agent will issue. However, there is an opportunity to improve FCR by focusing on Agent will and skill issues. Furthermore, SQM's experience is that improving Agent will and skills is one of the fastest ways to improve FCR.

The top 5 reasons why CQA positively impacts FCR more than traditional QA:

  1. The customer determines whether FCR took place, and their opinion matters the most.

  2. The CQA form places more emphasis (e.g., points) on the customer viewpoint, with the highest points allocated to call resolution and customer satisfaction.

  3. The high point allocation on-call resolution and customer satisfaction metrics motivates Agents to improve FCR.

  4. The customer feedback on why the call was not resolved on the first call provides excellent insights for coaching an Agent on how to improve FCR.

  5. Based on customer feedback, non-FCR repeat call reasons are tagged for identifying opportunities for improving FCR and are actionable.

Things to Consider when Implementing a CQA Program

The post-call or email survey should focus on quality metrics that the customer can judge, such as their satisfaction with the Agent and whether their call was resolved. A CQA program should collect surveys randomly, with equal distribution of surveys throughout the month. A minimum of 5 surveys per Agent per month is collected and is used to conduct a CQA evaluation.

When creating the CQA form, the evaluation form should not include soft skills attributes such as Agent communication style, the right tone, and expressing empathy. The customer provides an Agent satisfaction rating and feedback which represents soft skills attributes. Soft skills are very subjective and difficult to measure from a QA evaluator's perspective. As a result, it is better to let the customer judge Agent soft skills via their Agent satisfaction rating and corresponding feedback. 

There may be metrics within the call compliance section required by your organization or government regulations that must be done within every call. If an Agent fails in demonstrating that requirement, it should be viewed as a critical error and receive a zero for their entire call. Furthermore, if the Agent's behaviour puts the organization at financial risk, the appropriate consequences should be tied to the Agent's misbehaviour.

Implementing A Quality Assurance Program

The call compliance metrics that have been identified as a critical error metric send a clear message to Agents that they need to meet those standards. An Agent will not get high CQA points for achieving these metrics but instead, be severely penalized for not achieving these metrics. Furthermore, to earn high CQA points, an Agent needs to comply with all call compliance metrics associated with critical errors, resolve the customer call, and deliver great customer satisfaction.

Implement a pilot project and run your current QA program alongside the new CQA program to allow for calibration and review. Make any necessary changes before rolling out to the entire call center. Determine your FCR baseline rate before implementing the CQA program to the entire call center. After three months, assess FCR and customer satisfaction to determine whether improvement has taken place from the FCR baseline rate. Use CQA data to help develop ongoing action plans for improving people, policies, and technology practices.

 

Read the CQA Blog ▶

Client Case Studies

Genworth Best Practice

GENWORTH

2018 Quality Assurance
Best Practice Winner


Find out how Genworth partnered with SQM to develop and implement their contact center quality assurance program.
 

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BlueCross BlueShield of Vermont

BLUECROSS BLUESHIELD OF VERMONT

2017 Quality Assurance
Best Practice Winner


Find out how BlueCross BlueShield of Vermont partnered with SQM to develop and implement their contact center quality assurance program.

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Prime Therapeutics

PRIME THERAPEUTICS

2016 Quality Assurance
Best Practice Winner


Find out how Prime Therapeutics partnered with SQM to develop and implement their contact center quality assurance program.

 

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Millennium1 Solutions

MILLENNIUM1 SOLUTIONS

2015 Quality Assurance
Best Practice Winner


Find out how Millennium1 Solutions partnered with SQM to develop and implement their contact center quality assurance program.

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407 ETR

407ETR

2014 Quality Assurance
Best Practice Winner


Find out how 407 ETR partnered with SQM to develop and implement their contact center customer quality assurance program.


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Scotabank Best Practice

SCOTIABANK

2013 Quality Assurance
Best Practice Winner


Find out how Scotiabank partnered with SQM to develop and implement their contact center quality assurance program.


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