How to Set up Your Customer Service Goals? [Only Guide]

Customer service goals are the cornerstone of any thriving business. In the dynamic landscape of modern commerce, ensuring exceptional customer experiences is non-negotiable. 

Did you know, 55% of customers expect the quality of customer service to rise year over year? This statistic underscores the growing demand for exceptional customer experiences.

Setting up your customer service goals defines your brand and establishes a roadmap for customer satisfaction and loyalty. 

In this comprehensive guide, we unravel the secrets to crafting customer service goals that resonate with your audience and drive your business to new heights. Ready to transform your customer service approach? Let’s dive in!

Why setting customer service goals is important

Imagine if every customer service representative in your company had a different understanding of your company’s tone. It would lead to confusion and unhappy customers.

Here’s why clear customer service goals are vital:

  1. Clear Tasks, Happy Employees: Goals provide clear directions, boosting employees’ confidence in what they do.
  2. Easy Feedback: Clear goals make it simple for managers to provide helpful feedback, helping employees improve.
  3. Teamwork Made Simple: Goals bring teams together, making it easier for all of you to work towards shared objectives.
  4. Happy Customers: Clear goals ensure excellent customer service, making your customers happy and loyal.

What is a SMART goal in customer service?

You might already have a few broad goals in mind for your customer service strategy. While ideas are a good starting point, goals need structure to make a real impact. This is where SMART goals come into play.

customer service goals

Here’s how your goals should be: 

  1. Specific: Clearly state what you want to achieve. Avoid vague goals to prevent misunderstandings.
  2. Measurable: Use specific metrics like customer satisfaction scores to track progress. Focus on one area per goal to avoid confusion.
  3. Achievable: Set challenging but realistic goals to keep your team motivated. Unrealistic targets can demoralize employees.
  4. Relevant: Ensure goals directly improve customer experience, aligning with your organization’s mission.
  5. Time-bound: Set clear deadlines to create urgency and keep your team on track. Unclear timelines can lead to delays and stress.

1. Amaze with first response time (FRT)

In today’s digital era, people’s patience is at an all-time low. Quick responses and fast issue resolution are crucial for a positive customer experience.

According to customer service expert Jeff Toister, nearly one-third of customers expect an email response within an hour, satisfying 88% of consumers.

Feeling concerned about your response times? Don’t worry; improving your customer service goal for First Response Time (FRT) just requires a bit of planning. Here are some tips to get you started:

    • Maintain Adequate Staffing: Response time is a team effort. Ensure your team is fully staffed to provide excellent service consistently.
    • Optimize Scheduling: Focus on one customer at a time to enhance productivity. Assign specific agents to handle specific tasks, like chat, to reduce response times significantly.
    • Set and Track Goals: Begin by tracking your FRT and set monthly improvement goals. Adjust these goals based on your team’s performance over time.

2. Accommodate many contact formats

Customers prefer different ways to communicate, such as chatbots, phone calls, and messaging. On average, they use nine channels for tasks like getting advice or making purchases.

Surprisingly, companies often overlook live chat, favoring texting by a 3:1 ratio. To connect with a wider audience, consider adding more communication options. Make expanding these channels a top customer service goal this year.

3. Implement an omnichannel strategy

“Omnichannel” might sound complex, but it’s simple: it’s about prioritizing your customers and ensuring a seamless experience across all channels.

Gladly’s 2020 Customer Expectations report highlights this importance, with 86% of customers expecting smooth transitions between channels.

To make this happen, teamwork is essential. Departments need to communicate clearly and efficiently. It’s a vital team goal for success.

4. Survey customers consistently

1. Actively Seek Insights

    • Encourage Feedback: Customers are your best critics. Regular surveys prompt honest opinions.
    • Use Reliable Tools: Choose user-friendly platforms like Nextiva, Typeform, or Loop for efficient surveys.

2. Craft Effective Questions

    • Measure Satisfaction: Ask straightforward questions like “Would you recommend this product/service to a friend?” to gauge customer happiness.
    • Consider User Experience: Ensure surveys are brief, easy to understand, and balanced between closed and open-ended questions.

3. Set Clear Goals

    • Survey Frequency: Determine how often you want customer feedback to stay updated with their experiences.
    • Improvement Targets: Define specific goals for enhancing customer satisfaction over time. Clear goals guide your strategy effectively.

5. Reduce cost per contact (CPC)

Measuring the health of your call center effectively can be done through Cost per Contact (CPC), reflecting the financial impact of operational changes.

To calculate CPC, sum up all contact center costs, including salaries and software, and divide by the number of contacts handled. Analyzing CPC across different channels (e.g., phone, chat) helps identify the most cost-effective ones.

Reducing CPC is possible through strategies like optimizing Interactive Voice Response (IVR) systems to connect callers with agents swiftly.

customer service goals

6. Improve customer onboarding processes

The onboarding process sets the tone for your customer’s perception of your organization. It’s a crucial opportunity to make a strong impression, demonstrating your commitment to their satisfaction.

Consider these key practices:

1. Clear Communication and Swift Responses

Ensure clear communication and respond promptly, exceeding average response times.

2. Document Customer Expectations

Outline customer expectations early and revisit them regularly (e.g., their success metrics) to stay aligned.

3. Personalization

Tailor your approach to showcase your understanding of their business intricacies in your action plan.

4. Go the Extra Mile

Adopt a proactive mindset, offering value beyond the agreed terms. Be willing to do “whatever it takes” to enhance their experience.

5. Transparency and Accountability

Acknowledge mistakes openly and provide concrete improvement plans. Transparency builds trust and confidence in your relationship.

7. Develop a customer appreciation strategy

A crucial aspect of fostering customer loyalty is ensuring your customers feel valued. This Report indicates that 44% of consumers are open to switching to brands that prioritize personalization.

To establish a goal centered around customer appreciation, collaborate with company leaders to brainstorm and prioritize strategies. These strategies include offering complimentary items, and persona.

8. Make all customer support mobile-friendly

Mobile customer service is happening right now, not in the future. Statista reveals that in the first quarter of 2023, mobile devices accounted for nearly 58% of global website traffic.

It’s vital to make your services easy to use on phones and tablets. Ensure everything, from chatbots to FAQs, works smoothly on mobile. You can get help from a UX expert if needed.

Consider adding text support and app notifications for a better mobile customer experience. Stay accessible and user-friendly.

9. Automate to fill in human gaps

Don’t underestimate automation in customer service—it’s a tool 79% of companies believe in.

Automation saves money and provides 24/7 support, something costly with only human staff.

However, automation has limitations. It lacks the intuition and human touch of an agent. Thus, it’s crucial to use automation strategically, supplementing your customer service strategy rather than replacing it entirely.

    1. Use smart chatbots on your website.
    2. Send automatic updates to customer questions.
    3. Automate data collection.

10. Utilize social media creatively

Social media offers a chance for brands to engage with customers. With 48% of buyers using social media for pre-purchase info, supporting users here is a smart move.

Take Starbucks, for instance. They monitor Twitter mentions and actively interact with users. Whether it’s answering questions or showing appreciation, they come off as friendly and useful.

11. Innovate with the industry

Anticipate your competitors to embrace the newest customer service technologies and trends. Establishing a goal to continually research and adopt these technologies will keep you in the game.

For instance, internal tools like workforce management software are reshaping contact centers.

Staying current with customer-focused technology is crucial too. Co-browsing, where agents guide customers through their browsers, is a prime example.

customer service goalsSource: Gartner

12. Help agents grow

Boosting your agents’ development and job satisfaction pays off financially. When your workplace is seen as one that invests in its employees, you attract top talent. Happy employees provide better customer service, enhancing customer loyalty.

To invest in employee growth, managers can hold regular one-on-one meetings and offer personalized feedback. Employees should be given more independence and responsibilities as they progress.

13. Helplama: Empower customers through self-service tools

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Key Features

    • Comprehensive Support: Helplama integrates all communication channels (live chat, email, social media, phone, etc.) for a unified customer service experience.
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    • Expert Team: Helplama employs trained experts for live chat, email, and voice support, ensuring exceptional customer service.
    • Flexible Pricing: Tailored pricing plans make Helplama affordable and scalable according to your needs.
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In conclusion, setting up effective customer service goals is not just a strategic move; it’s a fundamental necessity in today’s competitive business landscape. By embracing clarity, measurability, and a customer-centric approach, you can exceed customer expectations, foster loyalty, and drive lasting success. 

Armed with these strategies, it’s time to set your goals in motion and pave the way for exceptional service and unparalleled growth.