How These Call Center Training Techniques Can Increase Your Call-Center Conversions


As direct marketers, we spend a great deal of time and money developing programs to make the phone ring. But it’s the call-center agents that truly make the cash register sing.

Therefore, I spend a great deal of time training customer service reps (CSRs) to be powerful brand advocates with the ability to make a difference with all customers. Personally, I hate calling a company and hearing some disinterested rep deal with my order in a lackluster way. It tells me the company I’m dealing with doesn’t get that the people manning the phones are the voice of the company.

A simple CSR training program can solve the lackluster attitude and increase conversion.

CSR’s should be trained to think on their feet rather than interacting with customers and prospects by reading a script. Of course, good call-center software with a scripted environment can be beneficial, but even the best scripting can’t beat a well-trained CSR’s instincts. It’s important to hire reps that can work this way, and then mentor and monitor them on an ongoing basis. A word of caution: Analyze call times to ensure your reps aren’t burning up phone time with the personal touch.

CSR training programs are quite simple. You don’t need elaborate monitoring equipment. Simply use a cassette recorder and some basic monitoring equipment you can buy at Radio Shack to record CSRs’ calls for a day, then listen to the tapes. Break the reps into teams of three or four and sit in a room together and listen to the day’s calls. Teach the reps to listen actively and objectively to the calls.

Let them coach each other on the cues and buying signals that sometimes get missed in real time. If you spot a missed buying signal, stop the tape — I encourage all of the reps in the group to stop the tape if they hear something — and role-play how the rep could’ve made a difference in converting the call.

Set up contests during the training process for the individual CSR and training team that generates the highest conversion rates. Drill the reps on making sure to be gentle and not pushy, as it’s human nature to get more aggressive to win a contest. Stress the quality of the relationship with the customer as well as the quantity of the order.

Using this simple technique at one company I worked with, we increased conversion rates by as much as 20 percent. Also, by fostering an atmosphere of teamwork and healthy competition, we increased the enthusiasm and morale in its call center as well.

Train CSRs to seek out opportunities to cross-sell effectively. Let your reps know which items complement each other, and coach them on the art of cross-selling. Truth is, sometimes all it takes is a suggestion, something like, “Do you know, Ms. Jones, that we have a beautiful top that complements the shorts you’re purchasing today?”

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2 Responses

  1. Hi Gilbert!
    Great post… I am actually trying to push this in my company but somehow it seems to be very time consuming – how long do you think each session (with teams of 4-5 reps) should last? We have 10 reps , and one supervisor.
    Have a great weekend.

    • Hi Juan, Keep the sessions to a half hour to avoid training burnout.

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