Call center managers are increasingly utilizing call scoring evaluation forms when analyzing live or recorded calls and reaping incredible benefits as a result. For example, they have quickly become an invaluable tool to enhance the transparency and consistency of quality assurance practices within the call center.
They also help enrich the feedback provided to agents during coaching sessions and enhance the agent’s motivation to improve their performance. As a result, call scoring evaluation forms have become a mainstay in many high-performing call centers.
That said the practice of call scoring is only as effective as the items included on the scorecard. The old adage “Garbage in, garbage out” really applies here. A poorly designed call scoring evaluation form will result in data that does not accurately assess agent performance, misses key performance areas, and lacks reliability and validity. Thus, when aiming to enhance quality assurance practices, call monitoring, call scoring, and feedback to agents, managers must start by optimizing their call scoring evaluation form.
Below is a list of call scoring evaluation form items to include on your call scoring form. It is not an exhaustive list, nor is it meant to serve as your quality monitoring scorecard. Rather, it is a list that will help guide your item selection when formulating your call scoring evaluation form.
Greeting
• The agent adhered to the greeting script
• If the call was transferred, the agent adapted their greeting accordingly
• The agent identified themselves to the customer
• The agent mentioned their company name
• The agent stated that the call is being recorded
• The agent asked for the caller’s name
• The agent thanked the customer for calling
• The agent offered assistance to the caller
Account Verification
• The agent verified the customer’s account using the appropriate information (e.g., first and last name spelling, address shipment, amount of previous bill or purchase, etc.)
• The agent accurately accessed the customer’s account with the information provided
• If the call was transferred, the agent sufficiently adapted their account verification questions accordingly
Contact Information Confirmation
• The agent asked for the caller to spell their name
• The agent asked for the caller’s company name
• The agent asked for the caller’s telephone number
• The agent asked for the caller’s email address
Problem Solving Abilities
• The agent apologized for the issue, inconvenience or cost associated with the problem
• The agent took ownership of the problem
• The agent asked pertinent questions to accurately diagnose the problem
• The agent requested the error code messages from the caller
• The agent used appropriate resources to address the issue
• The agent provided the most appropriate solution
• The agent informed the customer of the estimated timeline to resolve their issue
• The agent informed the customer of relevant supporting documentation to help resolve the issue
• The agent provided a reference number to the customer after resolving their issue
• The agent confirmed that the issue was resolved or the transaction was complete
• The caller’s issue was sufficiently addressed
Protocol Compliance
• If the customer asked where the agent was located, the agent provided them with an accurate answer
• The agent updated the customer’s contact information in the call center software and relevant business tools
• The agent documented important information in the notes of the call
• The agent received prior authorization when negotiating prices, offering discounts or giving refunds
• The agent quoted the customer with the correct price for the product or service
• The agent recommended the most appropriate product, service, or pricing plan
• The agent leveraged upselling and cross-selling opportunities
• The agent informed their colleagues of a new bug, issue, or product defect
Call Handling Skills
• The agent followed correct procedures for placing the customer on hold
• The agent followed correct procedures for transferring the call
• The agent followed correct procedure for conferencing in a colleague
• The agent followed correct procedures for escalating a call to their manager
Customer Service Quality
• The agent used the caller’s name throughout the call
• The agent summarized the customer’s main points before troubleshooting or offering a solution
• The agent received the caller’s permission to place them on hold before doing so
• The agent limited the duration of hold time to an appropriate amount
• The agent muted the caller when appropriate
• The agent answered the customer’s question correctly
• The agent transferred the call to a colleague when necessary
• The agent conferenced in a colleague when appropriate
• The agent adequately addressed the caller’s needs
• The agent transferred the call to a manager when the customer requested for them to do so
Call Center Etiquette
• The agent used the proper pronunciation of the ca