Employee/Customer Onboarding, Training and Enablement

Come to ScreenSteps blog to learn how to onboard, train and support your employees and customers.

Greg DeVore

CEO of ScreenSteps

Blog Feature

By: Greg DeVore
March 8th, 2021

You’ve bought a ScreenSteps plan and have been implementing the knowledge base software into your company. And you’ve even seen some results. But, are you receiving the full benefits of your purchase? Just turning the knowledge base on is not going to improve your process.

Blog Feature

By: Greg DeVore
March 3rd, 2021

Is your knowledge base actually worth the amount of money, time, and effort you put into it?

Blog Feature

By: Greg DeVore
February 12th, 2021

Congratulations! Your company is growing, which means your team is growing. Or maybe there are operation changes happening. Either way, it’s an exciting time at your company.

Blog Feature

Training | Call-Center

By: Greg DeVore
November 17th, 2020

Call centers deal with a lot of change! Especially in the year 2020. Everyone has had to think about redundancy, business continuity plans, staffing, work from home, and a whole host of other issues.

Blog Feature

By: Greg DeVore
October 30th, 2020

We all have to deal with change — especially if you work in a call center! Change can cause chaos, which is often manifested through longer training times, decreased QA scores, increased hold time, etc. But it is possible to build a training program that is resilient to change. In this recorded web training, we explain how you can create a training program that can handle changes in people (new hires), processes, or location (WFH or on site). Watch the 30-minute video below to learn how, or jump to the section you need with the Table of Contents. Table of Contents: 0:50 – What do your customers want? 1:42 – How can you give customers what they want when you are going through change? 4:54 – Keys to building a resilient plan 5:18 – How do you systematize a call? 6:10 – Zero Memorization 🔎 Related: Save time training with Zero Memorization 9:34 – Step 1: Identify and systematize your calls (with an example) 17:22 – Step 2: Turn those systems into searchable call flows (with an example) 23:03 – Step 3: Train agents to use the call flows 25:22 – Step 4: Iterate, improve, and adapt 29:34 – Build a resilient call center with ScreenSteps

Blog Feature

By: Greg DeVore
September 24th, 2020

Call centers love metrics. We talk about QA scores, CSAT scores, Average Handle Time, Hold Time, etc. But, how much do you know about Time to Proficiency and how it affects your call center?

Blog Feature

By: Greg DeVore
September 22nd, 2020

So, you just started a trial of ScreenSteps because someone told you it would be really easy to create guides with screenshots in them. Or maybe you just stumbled across ScreenSteps while you were searching around for a way to speed up the process of creating the help guides you need for your team. And at this point, all you really want is to be able to create a Word or PDF file that you can give to people during training. You don't want to have to deal with publishing a knowledge base or having to send people logins to a new system.

Blog Feature

By: Greg DeVore
September 8th, 2020

Are you being asked to prove how ScreenSteps will benefit your call center? Don't you hate when you are super excited to implement something and those above you want proof that it will be worth it? It seems like so much extra work when you already know it's going to be worth it. Don't worry. The good news is that proving a positive ROI with ScreenSteps is very easy, especially if you have reliable metrics. We love working with call centers that measure everything carefully because those call centers can quickly see how big of an impact ScreenSteps can make.

Blog Feature

By: Greg DeVore
August 21st, 2020

Life in a call center moves fast. As a trainer or director, it seems that there is always a new training issue that is cropping up. One task that can take a very long time is writing new call flows for your agents.

Blog Feature

By: Greg DeVore
August 19th, 2020

They have many names. You might call them call flows, call guides, call scripts, or tip sheets. Regardless of what you call them, they all have the same purpose - to help your agents know what to say, ask, and do. But, if we are honest with ourselves, not all call flows (that's what we will call them for the sake of this article) do a great job of this. Agents may complain that they are hard to use, they may continue to make mistakes even when they are using them, or they may not use them at all. Why? Because a lot of call flows are complicated. Sometimes you can simplify them, but sometimes the process the agent has to follow is complicated. And complicated things are hard to communicate. It would be wonderful if there really was that Staples button that could make everything "Easy", but unfortunately that only happens on TV.