Five Strategic Imperatives to Drive Engagement and Retention of CX Employees

Five strategies to deliver exceptional employee engagement and experience, and succeed in an uncertain economic environment.

Last updated on: 
August 10, 2023
Shanthala Balagopal
Shanthala Balagopal
June 30, 2022
4 min read
Engagement and retention strategies

Contact Centers are notorious for a high attrition rate. According to Contact Babel’s US Contact Center Decision-Maker's Guide 2022, there was a significant increase in agent attrition in 2021, averaging 36%, up from 26% the previous year. The same study shows that the biggest contributing factors to high turnover are the record number of alternative employment opportunities and the lack of promotion or development opportunities within the customer service industry. This high attrition coupled with the Great Resignation and impending economic slowdown means companies will need to maintain or boost productivity with limited resources in the coming years. 

A simple, easy, and low-cost way to provide development opportunities and retain customer service employees is to implement an intelligent performance management and employee experience solution. One that empowers frontline employees with unified, realtime insights on operational metrics, and offers intelligent tools for managers to create individualized agent development and incentive programs that motivate and inspire performance. 

Similar to customer loyalty, when it comes to building employee loyalty, every interaction matters. By offering an experience that’s seamless, reliable, and enjoyable, businesses can motivate and retain employees. A superior employee experience will set employers apart from competitors as employees feel smart and savvy, and develop them into future specialists and leaders of the organization. 

Outlined below are five strategies to deliver exceptional employee engagement and experience, and succeed in an uncertain economic environment. 

1. Consolidate Performance Metrics for Realtime Visibility

The success of a support team is measured by tracking key metrics such as first call resolution (FCR), average handle time (AHT), CSAT, and more. But the problem is these metrics are spread across multiple support platforms and applications. Getting a holistic view of performance to drive improvement is difficult, and often a cumbersome process using spreadsheets and expensive business intelligence (BI) tools. The lack of a unified view can confuse and frustrate employees as they don’t know where to focus their time and efforts. 

It is, therefore, crucial for businesses to unify performance data into a single screen to help frontline teams quickly understand performance gaps and empower them to make swift improvements to meet goals and objectives. 

2. Empower Frontline Agents with Performance Insights

While unifying performance data is important, offering agents access to their own and team performance is crucial. Customer-facing teams often receive weekly, monthly, or quarterly performance feedback updates, but they’re still missing realtime data that inhibits their ability to self-manage, improve, and reach their potential. According to a recent survey conducted by Pathlight, 88% of frontline respondents want metrics and feedback, but 85% aren’t getting it, leading to attrition, lower performance, decreased engagement, and a compromised customer experience.

Offering realtime visibility and actionable insights into their own and team performance builds transparency and trust, and empowers agents to make instant, measurable adjustments to their performance to achieve their goals faster. 

3. Create Personalized Coaching Programs

No two agents are the same. It is important to customize coaching to each agent’s skills and abilities. Create personalized coaching programs, goals, and incentives to motivate and inspire performance. Coaching on specific, measurable goals helps employees understand where to focus their time and see improvements. MeUndies saw a 50% improvement on % to goal within seven days of coaching messages being sent in Pathlight. 

Consult and collaborate with each agent to set performance goals. Make sure they understand why those goals matter, and their impact on the larger organization to keep them emotionally connected to their work and drive continuous improvement. Use the 1-on-1 time to review performance against goals, and create specific tasks and mini-goals to keep them engaged and motivated. 

When employees have realtime access to their goals and current performance, they show up to 1-on-1s prepared to have conversations about how they can improve and ask for coaching on where they need help. The dynamics of the 1-on-1 become much more positive and the employees are less anxious and reactive because they already have the information.  

4. Offer Recognition & Rewards

Frontline employees tend to work in stressful environments for relatively low pay, doing work that may sometimes be repetitive. They are mainly dealing with customers who have negative experiences, which can take a toll on their mental health and motivation. This can lead to high levels of agent attrition and correspondingly lower levels of operation-wide competence in the long term. 

Gamifying the performance while rewarding positive outcomes and achieving goals can make work more fun while encouraging the behaviors, competencies, and characteristics that are most closely aligned with the business. Providing an opportunity to showcase their achievements, compete as individuals and as part of the team, and be seen positively by peers and managers can go a long way in increasing agent engagement, boosting retention, and improving customer experience. 

5. Switch to a mature, modern performance intelligence platform

Empowering your frontline teams with the tools they need to succeed is a gift to both the business and employees. The more successful your agents are, the more they will enjoy their job —  which decreases agent turnover, help your team attract top talent, and drive long-term success for your business. Companies that prioritize employee experience to deliver a premium customer experience achieve 1.8 times faster revenue growth than those that don’t, according to “The Experience Equation: How Happy Employees and Customers Accelerate Growth,” published by Forbes Insights research in partnership with Salesforce.

To achieve employee happiness and satisfaction, businesses need a modern performance intelligence platform that combines team and individual performance metrics with powerful goals, coaching, and communication tools into a single platform.

Pathlight is the Performance Intelligence platform purpose-built for brands to monitor, analyze, and optimize team performance. By unifying performance data across multiple platforms in a single-screen view, managers and agents get unprecedented visibility and insights on performance, empowering them to achieve their professional best. The platform ​​offers intelligent tools to effectively create agent development and incentive programs to foster a culture of trust, collaboration, and communication. 

Whether you’re struggling with high turnover, low employee satisfaction, or poor performance, investing in a mature and modern performance intelligence solution can make a big difference.  A well-executed performance management program can have tangible benefits to a company’s culture, productivity, and retention. 

Empower your customer-facing teams with realtime performance intelligence with Pathlight. Schedule a customized demo today.

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