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As a contact center, nothing is more important than providing excellent customer service. After all, more than half of Americans have scrapped a planned purchase or transaction because of bad service, which results in U.S. companies losing more than $62 billion a year.

The problem is that it can be extremely difficult for many contact centers to grade their customer service interactions. You need feedback and insight into how your agents interact with customers every single time. That’s why customer service scorecards are a game-changer.

What is Customer Service Scorecard?

Customer service scorecards are an evaluation system designed to measure contact center performance at every step. They help you gain feedback about where your agents meet the expectations of a quality customer experience. And they also delve into how well your agents follow all the correct processes and compliance standards to achieve the outcomes you want.

Based on completely customizable criteria, customer service scorecards provide a QA form for telling you how well or how poorly your agents handle every customer service interaction. Scorecards make feedback measurable and concrete so that you can more easily hold your agents accountable and create plans for improvement.

Not only are customer service scorecards essential for monitoring overall contact center performance, but they are also essential for training. They can help you identify trends and learning gaps to reveal skills, areas, and processes that are lacking. This is essential for improvement.

How Do I Build a Customer Service Scorecard?

So, how do you build an effective customer service scorecard? First, you have to establish your goals and objectives and align those with your customers’ needs. Then, you need to create a grading rubric for your agents to use as a guide.

This might not be a quick process, but it’s also not as difficult as you think. The key is to use software for your customer service scorecard instead of a spreadsheet.

While spreadsheets are cheap and easy to use as scorecard templates, they are also completely manual. Plus, there’s no protection from human error. Spreadsheets are effective for static data and simple formulas, but complex data, forecasting, and monitoring are not really possible.

On the other hand, software that makes it easy to build a customer service scorecard is far more efficient, accurate, and usable. Software can help you improve productivity and quality when it comes to customer service monitoring, and it provides a far more in-depth review. After all, to be helpful, a scorecard must be relevant, organized, and timely, and that requires a system that can ask dynamic questions and be adjusted as needed.

To serve your customers and call center better, you need a powerful customer service scorecard tool that’s been designed to streamline the QA process. It should make it easy to gather a high volume of data and categorize it as needed.

Scorebuddy’s digital scorecards—which we’ll talk more about at the end of this blog—are a great place to start for collecting, analyzing, reporting, and making decisions on customer service data. And the good news is that Scorebuddy’s customer service scorecards are 100% customizable to your needs and the elements you find most essential to success.

What to Include on my Customer Service Scorecard

The question is, “What should you include on your customer service scorecard?” While it’s up to your business priorities and customer service needs, there are some key elements that should always be included.

In general, there are ten critical areas to monitor on your customer service scorecard.

  1. Soft Skills
  2. Processes
  3. Product Competencies
  4. Channel
  5. Type of Customer Service Inquiry
  6. Compliance
  7. Customer Experience
  8. Outcomes
  9. KPIs
  10. Training

1. Soft Skills

Your agents’ soft skills are a critical predictor of customer experience. Without the right skills, your agents won’t be able to successfully deliver customer support. You need to test your agents’ ability to:

  • communicate well,
  • be professional,
  • learn,
  • be flexible,
  • gain customer trust,
  • work in a structured environment,
  • solve problems,
  • demonstrate emotional intelligence.

A few questions you should include on your customer service scorecard for soft skills are:

  • Did the agent display active listening skills?
  • Did the agent build rapport and show an understanding of the client?
  • Was the agent’s tone and pitch appropriate to the mood of the call?
  • Did the agent summarize the follow-up plan?
  • Was the agent professional at all times?


Then, based on the results of your soft skills monitoring, you need to implement soft skills training. This training should be specific, measurable, attainable, relevant, time-based, and delivered via blended learning. Follow these six steps for soft skills training for more information.

2. Processes

There are many internal processes that your contact center agents must follow for effective customer service. These processes not only ensure efficient handling of customer service inquiries, but also ensure that your agents know the procedures they need to follow for successful outcomes. It is very important that your agents understand and follow all of your internal processes.

Some process questions to include on your customer service scorecards include:

  • Did the agent follow the correct process?
  • Did the agent follow the compensation process?
  • Did the agent handle the interaction in a timely manner?
  • If there was an escalation, did the agent follow the correct processes?
  • Did the agent terminate the call correctly?
  • Did the agent update the notes in the CRM case?


3. Product Competencies

High-quality customer service requires a deep and broad understanding of your company’s products/services. Your contact center agents must be ready and able to handle any customer questions and concerns when it comes to your products. The key is to manage customer expectations when it comes to their ability to fix product issues and to question effectively to ensure the correct issue is being addressed.

There are a few product competency questions to include:

  • Did the agent correctly identify the root of the product issue through a full investigation?
  • How effectively did the agent troubleshoot the product issue using proper resources?
  • Did the agent provide relevant and accurate information about the product?
  • Did the agent offer the correct product resolution?


4. Channel

Your agents need to be able to grade their customer service interactions—no matter how the customer contacts your call center. If you offer omnichannel customer support, then you need scorecards that are unique to each channel—phone, chat, email, etc.

Phone Criteria

A customer service scorecard for phone calls should rate your agent’s ability to demonstrate confidence and enthusiasm while following predetermined procedures. In particular, the scorecard should at least cover the seven most important elements of every call:

  • Tone of voice
  • Careful listening and understanding
  • Speaking at normal speed
  • Using the right language
  • Questioning effectively
  • Building rapport
  • Closing/Opening the call



Chat Criteria

Chat is another popular customer service support channel. And it does require different agent monitoring than a phone call. Effective chat is focused more intensely on quick responses, proper grammar, immediate remediation, and procedure following. A few key elements to include on your chat scorecard are:

  • How promptly did the agent greet the customer?
  • Did the agent provide accurate information concisely and effectively?
  • Did the agent use an appropriate greeting and closing?
  • Did the agent use correct spelling, punctuation, and grammar?



Email Criteria

Your agents that respond via email must also be evaluated using a different set of customer service scorecard criteria. In email responses, tone of voice, using the customer’s name, proper grammar, and detailed information are critical. You need to ensure that their written customer service response is effective, uses your knowledge base, and meets the customer’s needs.

Email-focused questions to include:

  • Was the agent positive and friendly?
  • Did the agent use the customer’s name in their salutation?
  • Did the agent link to relevant knowledge database pages for more information?
  • Was the information in the email presented clearly and accurately?


5. Type of Customer Service Inquiry

Not all customer service inquiries are the same, and understanding the type of inquiry is critical to identifying areas of success and improvement. On your scorecard, provide a section where you can segment and categorize each type of request.

First, define your customer service categories:

  • Marketing
  • Sales
  • Development
  • IT Department
  • Online Store
  • Unassigned
  • Individual Assignment

Then, describe what tier of ticket it was:

  • Tier 1: Common customer service issue that any agent can answer.
  • Tier 2: Slightly difficult customer service inquiry requiring experience and knowledge for a successful outcome.
  • Tier 3: Difficult technical support issue that requires a specialist or manager.

With this information, you can more effectively grade how well the agent did dealing with the customer and achieving the desired outcome. This information will also explain any transferring, escalations, or poor performance in KPIs.

6. Compliance

Contact centers have to follow strict guidelines and standards when it comes to customer service. All organizations need to be concerned with regulatory compliance, security, and consent. And this is especially true for highly regulated industries such as financial services and healthcare.

That’s why it’s important for your customer service scorecard to keep track of how well your call center agents remain compliant with Payment Card Industry (PCI), standards, GDPR rules, and beyond. Your scorecard should allow you to keep an eye on:

  • Breach Alerts: When a compliance question is missed and why/how.
  • Pass/Fail Rates: Pass/fail questions about compliance, so you can keep an audit trail.
  • Compliance Failure Details: Why and when compliance fails, so you can take remedial action.


7. Outcomes

The ultimate goal of your customer service scorecards should be to help you figure out if you’re meeting your goals—internally and externally. You need to know if all of the soft skills your agents’ demonstrate, the processes, channels, categorizing, and compliance monitoring results in the outcomes you want and need. That’s why you should include outcomes questions on your scorecard, such as:

  • How well did the agent meet their “greeting” goals?
  • How many “soft skills” did the agent successfully demonstrate?
  • Did the agent correctly demonstrate their “problem-solving abilities?”
  • How well did the agent follow all of your processes?
  • Was the agent fully compliant with company policies?
  • Did the agent follow-up with the customer at the end?

Outcomes take your scorecard beyond just a number to offer your call center tremendous value. It helps you see if your criteria is successful at providing a great customer experience, increasing revenue, alleviating stress, and meeting regulatory and process standards.


8. Customer Experience

At the end of the day, a customer service scorecard must be able to tell you how satisfied your customers are with your performance. Similar to NPS and Customer Satisfaction surveys, your scorecard should help your agents put themselves in customer’s shoes and predict how happy they are with the customer experience. It’s about proactively managing the customer experience.

The good news is that customer experience typically falls into five categories: time, performance, service, quality, and cost. And you can measure most of this using your customer service scorecard.

  • Time: How quickly did the agent attend to the customer? How long did the agent spend speaking to the customer to solve their problem?
  • Performance: Did the customer appear satisfied with the value provided by the agent at the end of the interaction?
  • Service: Did the agent provide accurate and on-time service that met expectations?
  • Quality: Was there a defect measured or perceived by the customer at the beginning of the interaction? By the end of the interaction?
  • Cost: Did the customer express issues or concerns with the cost of the product, the cost of their time, or the cost of the solution offered?

9. KPIs

Key performance indicators (KPIs) are invaluable tools for gathering and assessing data about the effectiveness of your call center, your agents, and your customer service. These metrics provide feedback on everything that happens within your contact center so that you know exactly how you’re performing when it comes to everything from sales to productivity, customer satisfaction, and quality.

There are a wide range of customer service focused KPIs that you can include on your scorecard. Here’s a shortlist of customer-critical KPIs:

  • Average Time in Queue: This indicates how well agents are serving your customers and if it is in a timely manner.
  • Average Abandonment Rate: This tells you how often a caller or live chatter gives up on connecting with your team.
  • Average Handle Time: This directly relates to customer satisfaction and will indicate how well your agents resolve issues.
  • First Call Resolution: This represents how many calls, chats, emails, or social media messages it takes to solve a customer’s concern.
  • Average Speed of Answering (ASA): This measures how quickly the call center took to answer a call.
  • CSAT: Customer satisfaction tracks how satisfied your customers are with your organization and your service.
  • Net Promoter Score (NPS): NPS measures customer loyalty and the strength of your relationships with your customers by tracking how likely a customer is to refer you to a colleague or to a friend.

10. Training

Lastly, there’s no reason you can’t use your customer service scorecards to track call center training. After all, high-quality training is how your agents improve their performance, close knowledge gaps, increase their soft skills, and overall enhance the customer experience.

Using your scorecard to monitor training, you can more easily manage, track, and achieve your learning goals. You can ask for feedback, such as:

  • Did you find the training fun and engaging?
  • Have the company’s mentorship opportunities helped you reach your professional goals?
  • Has soft skills training helped you be more effective during customer interactions?
  • Are you feeling more confident in the skills and knowledge you need to do your job?
  • Do the training courses available match your needs—strengths and weaknesses?
  • Are you provided enough time for regular training?

Then, based on this feedback, make changes to your call center training program or sign up for a Learning Management System (LMS) like Scorebuddy’s new contact center LMS portal.

How to use a Customer Service Scorecard to Track Call Center KPIs

Once you’ve created your customer service scorecard, how do you use it in the contact center to achieve positive results in your customer service interactions? It’s all about implementing a customer service workflow and software to keep you on track.

Scorebuddy’s scorecard system is an essential tool for QA scoring and customer service management. It is completely customizable, so you can capture the performance data that is most important to a quality customer experience. You can then take the analytics and insights provided by Scorebuddy’s scorecards to take action and radically improve your quality of service in real-time.

By arming your contact center with customer service scorecards that uncover patterns, highlight trends, and identify strengths and weaknesses, you can make better decisions based on real insight. This helps you service your customers better and provides them with an experience that exceeds their expectations. It also helps you improve your contact center processes, meet regulatory standards, fill in training gaps, and develop more effective employees.

With Scorebuddy, your customers will have the best experience possible every time they interact with you. Get started with a customized tour of Scorebuddy today.

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Tags: Call Center Training, Customer Experience & Service, Quality Monitoring Scorecard, Call Center Management