More than half of customer service agents say they botch how they record customer requests during service calls — with nearly 40% admitting they regularly fail to understand their customers’ needs because they get distracted — according to new research by Pegasystems.

The global study, conducted by research firm Savanta, surveyed customer service agents from six countries in the Americas, Europe, and Asia-Pacific to uncover the difficulties they have helping customers and the resulting negative effects on customer outcomes.

The research found that outdated technologies were causing customer-facing staff a number of headaches, leading to frustration for both agents and the customers they serve. These include:

• Accuracy of information: Only half (51%) of agents say they have full confidence they accurately take down customer information when manually entering it into systems. Nearly two thirds (64%) say they sometimes become distracted while taking down customer information and are unable to be ‘present’ and fully understand their customer’s needs as a result. Of this number, more than one in three (37%) say it happens either ‘all the time’ or ‘often’, making manual data entry errors even more likely.
• Existing systems harming speed of response: Respondents see slow resolution of issues as the leading frustration for their customers, with nearly 40% citing it as a problem. When asked what is responsible for slowing them down, over half (54%) of respondents blame the need to switch between applications to enter customer information. A similar percentage (51%) say they are slowed down by having to search systems to find the information for the customer. Half of all respondents say it takes them between 10 and 30 minutes just to resolve simple, everyday customer queries, which leads, in turn, to customer frustration.
• A lack of relevant training: More than half (51%) of respondents do not feel they’ve been given the training they need to operate as the ‘voice’ of their organization and a true brand ambassador. Almost half (43%) said they had not received sufficient training to search relevant knowledge spaces on behalf of customers to be able to find the answer to their question. Meanwhile, more than one in three (36%) contact centre workers report a lack of training is also responsible for the second largest cited customer frustration – contact centre staff being unable to provide the best, most empathetic responses.

The overwhelming majority of respondents say that embracing new technologies to help counter these issues would significantly improve their working lives. Eighty-three percent say they would benefit from all apps they use being available on one screen, while 76% say their lives would be made easier by not having to copy and paste information between screens. Sixty-nine per cent also feel eliminating the need to manually fill out forms would make a positive difference in improving their working life, while 87% said the same of being able to immediately access knowledge centres that would allow them to answer customer queries quickly and directly.

“There’s never been a more important time for businesses to arm their customer service operatives to operate as brand ambassadors,” said Sabrina Atienza, director, product management, Pegasystems. “Over the last two years, customer expectations have skyrocketed to the point where exceptional service is now demanded as standard across every interaction.

“It’s no longer seen as going ‘above and beyond’ to provide quick, context-aware, empathetic responses – it is expected. As expectations continue to rise, organizations must prepare themselves by investing in the right solutions to deliver the outcomes their customers not only demand, but also deserve — or risk being left behind.”

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This study was conducted by research firm Savanta on behalf of Pegasystems. Savanta surveyed frontline more than 1,000 frontline customer service operatives from six countries in the Americas, Europe, and Asia-Pacific, from five industries: finance (banking and insurance), healthcare, IT telecoms and media, manufacturing, and public sector.

About Pegasystems

Pega delivers innovative software that crushes business complexity. From maximizing customer lifetime value to streamlining service to boosting efficiency, we help the world’s leading brands solve problems fast and transform for tomorrow. Pega clients make better decisions and get work done with real-time AI and intelligent automation. And, since 1983, we’ve built our scalable architecture and low-code platform to stay ahead of rapid change. Our solutions save people time, so our clients’ employees and customers can get back to what matters most.

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