Employee/Customer Onboarding, Training and Enablement

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

Jonathan DeVore

Customer Success

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By: Jonathan DeVore
January 10th, 2022

Recently, I went to a conference for bank trainers. As I talked to trainers and other bank leaders, everyone shared their two biggest annoyances:

Blog Feature

By: Jonathan DeVore
January 8th, 2022

When we talk with call centers that handle a lot of troubleshooting calls, they often have a common goal — to reduce call escalations.

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By: Jonathan DeVore
January 3rd, 2022

Every business needs standard operating procedures (SOPs).

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By: Jonathan DeVore
December 28th, 2021

Being tasked with documenting the policies and procedures for your bank is like being selected for the Hunger Games — no one wants to do that.

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By: Jonathan DeVore
December 20th, 2021

If you're in a business that has compliance regulations, mistakes are not an option. Mistakes can lead to:

Blog Feature

By: Jonathan DeVore
December 17th, 2021

There’s no playing around when it comes to compliance at a bank. There are laws and regulations that your bank must follow or you’re out of the business. No pressure.

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By: Jonathan DeVore
December 14th, 2021

At a call center, you track a variety of metrics to ensure your call center agents are performing at the optimal level.

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By: Jonathan DeVore
December 8th, 2021

When it comes to serving your customers, you like to have options. In the past, you’ve relied solely on your customer service team to support customers. And they’ve done a great job, but you recognize that it’s a changing world.

Blog Feature

By: Jonathan DeVore
December 6th, 2021

Creating a corporate training program for your company is challenging. There are multiple training resources out there and it's difficult to know which will be the most helpful for your employees.

Blog Feature

By: Jonathan DeVore
December 2nd, 2021

Many trainers and supervisors hate scripts. And who can blame them? Scripts have a reputation of causing: