Call Centre Workbook
Call Centre Workbook
WORKBOOK
Contents
Orientation 9
Terminology 71
Terminology 1 73
Terminology 2 81
Communication 89
Customer Service 101
A Personal Plan 109
Glossary 117
Acknowledgements
The Steps to Employment project was made possible with funding from Citizenship and Immigration Canada-Ontario Admini-
stration of Settlement and Integration services (OASIS).
LCRT Consulting researched each sector, developed the materials and conducted pilot tests of the workshops. Many individuals
and organizations were involved throughout the project. Thanks to all who provided input and support.
November 2000
In this workshop
you will learn about…
ã what kinds of call centre jobs are available in Ontario now, and what kinds of call centre
jobs will be available in the next few years.
ã different occupations in the call centre industry and learn about:
wages future
duties training
conditions
ã the labour laws that apply to workers in Ontario.
ã placement agencies.
ã training and upgrading options for call centre workers.
ã call centre vocabulary, including technical (job-specific) terms.
Reading
Vocabulary
Writing
Pair Discussion
Group Discussion
Research
Pronunciation
Workplace Law
Introduction INTERVIEW
Steps to Employment
Activity 1: Pronunciation
Listen to the instructor. Mark the syllable stress in these words and phrases, then practice
saying each one.
in-bound automatic call distribution predictive dialers
out-bound interactive voice response cold-call selling
telemarketing business option cost-effective
transaction
5. __ interactive voice response d) place where buying and selling takes place
Activity 4: Discussion
Talk with your classmates about the following questions:
What kinds of jobs did people in your class have?
1. Do any classmates have experience in customer service?
2. Are there call centres in the countries where other students come from? What kinds of
services do they offer? What business is done over the phone?
Recent trends
The number of call centres has increased in the last decade because business transactions in
North America are increasingly handled by telephone. As toll-free numbers grow and 24-hour
services increase, so does the number of people needed to answer the calls and manage the
centres.
Call centres can be found servicing almost every industry these days, including insurance
companies, financial service institutions, health care institutions, the hospitality industry, utility
companies, government departments, telecommunications companies and retailers. Some of
the strongest demand for call centres is coming from banks and long-distance providers of
loyalty programs such as Air Miles and Canadian Airlines’ travel points.
Call centres have become very important strategic marketing tools, providing companies with
a link to customers, and giving them an advantage in an increasingly competitive economy. To
stay competitive these days, companies need to be ready to engage a customer at any time of
the day or night and, in a global economy, anywhere in the world.
Activity 5: Pronunciation
Listen to the instructor. Mark the syllable stress in these words and phrases, then practice
saying each one.
toll-free telecommunications companies
hospitality industry financial services institutions
retailers government departments
business transactions strategic marketing tools
insurance companies loyalt y program s
utility companies health care institutions
hospitality
utilities
government departments
telecommunications
retailers
Activity 8: Pronunciation
Listen to the instructor. Mark the syllable stress in these words and phrases, then practice
saying each one.
salary fibre-optic cables
encompasses post-secondary training
advantage telecommunications
concentrations multilingual workforce
For more information on… visit the federal government Web site:
http://www.worklogic.com:81/noc/home.html
visit Ontario Job Futures in the Research and Labour Market Information
section of the Ontario HRDC Web site: http://www.on.hrdc-drhc.gc.ca
http://www.on.hrdc-drhc.gc.ca/english/lmi/eaid/sources/sour/_e.html
Activity 2: Writing
In a group, choose an industry (retail, insurance, telecommunications, utility companies, etc.)
and complete the chart by filling in the duties, under each job title, of what each clerk might
do. Share your results with the other groups.
Industry:____________________________
Duties
Order Entry
Customer Service
Telemarketing
Help Desk
Salary
The average salary for a customer service information or related clerk in Toronto is $30,071
per annum. The hourly wage ranges between $8.00 to $18.00. Wage rates are based upon ex-
perience, education and years with the organization. CSR salaries start at around $9 per hour
and range up to $20 per hour, depending upon the skills, experience and qualifications needed
for the job.
Starting salaries average $22,000 to $26,000 a year. Managers can make as much as $60,000
a year.
Activity 3: Discussion
What would be the difference in jobs between someone who makes $8.00 an hour and
someone who makes $18.00 an hour? Think about experience, education and years with the
organization.
Working conditions
The call centre workplace is a fast-paced customer service or sales environment. Call produc-
tivity is the most important thing in running a successful call centre. The more calls an agent
can handle, the better.
CSRs must be self-disciplined and have the ability to manage challenging calls and cope with
the resulting stress. They might answer up to 100 or more calls per day, although fewer calls
are answered at the technical help desk, where customer needs are often very complex.
Workers are monitored to identify training needs and measure performance.
Many agents find call centres stressful places to work. Four factors that create a poor work
atmosphere are inflexible rules that leave agents feeling trapped and afraid to leave their desks
for lunch, high call quotas, criticism by managers for any drop in the number of calls, and call
monitoring by managers.
Continuous monitoring is stressful, with monitored employees reporting higher workloads and
fear of job loss. High job turnover is often the result of this ‘stressful’ environment. On the
other hand, because technology allows calls to be monitored, a good call centre will positively
coach the agents.
It is important that CSRs stick to schedules. They should also be able to multitask, using dif-
ferent software packages and technologies.
CSRs can advance to the position of team leader, supervisor or manager and to progress from
the call centre to the larger organization. CSRs can advance to team leader or supervisor posi-
tions fairly quickly due to high demand.
In addition to technical help desk positions in call centres, there are opportunities for techni-
cally-trained people including trouble-shooters and technical trainers. Experience with call
centre industry technology may be required, backed by two or three years of general experi-
ence.
Call centres are changing to include more services, improved access to customer databases,
and integration with the Internet. Multimedia call centres are likely to grow, requiring work-
ers to adapt their skills and knowledge to improved technologies.
Activity 4: Pronunciation
Listen to the instructor. Mark the syllable stress in these words and phrases, then practice
saying each one.
fast-paced feeling trapped
self-disciplined challenging
multitask technical help desk
trouble-shooters multimedia call centres
adapt due to
call quotas monitored
job turnover measure performance
Activity 7: Discussion
1. Have you ever felt trapped in a job? What did you do about it?
2. Have you had a personal experience dealing with job stress?
3. Has anyone ever monitored you before? How did it feel?
4. Have you ever had to multitask?
5. What kinds of databases have you worked with?
Activity 8: Matching
A good call centre has effective coaching that helps the call centre worker. Match the three
coaching terms to their definitions.
Activity 9: Pronunciation
Listen to the instructor. Mark the syllable stress in these words and phrases, then practice
saying each one.
instances disposition
temperament databases
motivation candidates
persistence tenacity
headset bilingualism
personality ent ry-lev el pos it ion
ensure tolerance
Take it easy!
By the way…
1. What kind of on-the-job training have you had (orientation, work process)?
2. How long did it last?
3. Was the training done during your work time or after work?
4. Did your salary increase because of the training?
job advertisements
see the classified section in your local newspapers
visit online job sites:
http://www.jobbank.hrdc-drhc.gc.ca
http://www.workinfonet.bc
http://strategis.ic.gc.ca
http://jb-ge.hrdc-hrdc.gc.ca
http://careers.msn.com
http://www.workinfonet.ca
http://www.workopolis.ca
http://www.workopolis.com
http://www.jobshark.com
http://www.monster.com
http://www.brainhunter.com
http://www.workwaves.com
http://www.careerexchange.com
http://www.canjobs.com
Employers
There are several thousand call centres in Ontario. Well over half are located in the GTA
(Greater Toronto Area). Call centres are found in many industries: financial services (includ-
ing banking, securities, mutual funds, insurance and credit card services); market research;
telecommunications; computer hardware and software; retail and loyalty programs; travel and
reservations; manufacturing; utilities; health and government services. Direct marketing firms
also have telemarketing call centres. Service bureau firms are growing as other companies
outsource customer service functions to them.
Research companies such as Angus Reid Inc. uses call centres for their telephone interviewing
needs. On-screen scripted questionnaires are read by the call centre representatives and re-
sponses typed directly onto the screen. Angus Reid employs over 800 people in their five Ca-
nadian call centres.
The Royal Bank has a big call centre in Mississauga and employs about 900 people, offering
services in English, French, Cantonese and Mandarin. Call centres like this would be divided
into different areas according to banking services with agents providing customer service re-
garding everything from local branch information to investment information.
Activity 2: Research
Using the Yellow Pages, look up the
companies from activity 1 that are Call centre job numbers by industry
new to you and find out what they do.
If the company is not in the Yellow Services 52,000
Pages, try the business listings in the
White Pages and locate the company Retail and wholesale 39,000
phone number. Call the company and Financial services 33,000
ask for some information.
Start your inquiry like this: Manufacturing 33,000
I have a general inquiry. Can you Telecommunicatons and utilities 20,000
briefly tell me what kind of business
you do? Transportation 13,000
Health and education 11,000
Other 17,000
Total full-time 218,000
The Canadian national full-time
All industries part-time 330,000
call centre job numbers
by industry u
4. __ banking services c) “Good morning. This is [x] calling. Your visa account
is 6 months overdue.”
5. __ activation
d) “ Hello. I have a question about my computer – it keeps
6. __ collections crashing.”
e) ” Hello. I have a question about my chequing account.”
f) “ Hello. I would like to open an Internet account.”
Job Advertisements
You can find job advertisements on the Internet or in newspapers. The following job ads are
from the Internet.
1. __ thrive a) home
2. __ team environment b) to work together with
3. __ to interact c) supported by
4. __ residential d) you want to find the answer to a problem
5. __ commercial e) know how to use the computer
6. __ to be backed by f) say how much money you want to make
7. __ computer literacy g) work well
8. __ results-oriented attitude h) work as part of a company team
9. __ indicating salary expectations i) business
1.
2.
3.
4.
5.
Activity 9: Discussion
Interview your classmates and find out who in the class is best qualified for these jobs.
Working conditions
Unions
Most of the call centre industry is not unionized at present, although the general lack of em-
ployee benefits and large part-time workforce make it a target for unionization. Not surpris-
ingly there is resistance to unionization by the call centre companies. However, the growth of
the industry means more demand for skilled staff, which gives workers more bargaining
power. For municipal call centres, there is the Canadian Union of Public Employees. The Tele-
communications Workers Union (TWU) is also active in the industry.
Generally, lower wages are being paid in a call centre compared to a job in a more unionized
industrial environment. However, there are some highly skilled jobs required in the industry
to manage the programs in the centres and to operate the technology that supports the sys-
tems.
Benefits
As in most permanent full-time jobs, a full-time job in a call centre can have many benefits.
Some of the standard benefits are: dental plan, supplementary health coverage and group in-
surance.
Be careful that an employer does not treat you as self-employed. Being self-employed is
cheaper for the employer because he or she does not have to pay workers benefits.
Contract work
Contract work may pay twice as much as a permanent job. However, there are certain draw-
backs. If you do contract work you will not have company benefits, such as a dental plan or a
pension plan.
employers
job requirements
look in job ads
go to: http://www.canadajobs.com/ then: click on Job Seekers - Search
and Browse Job Postings; type in “call centres” and click on “search”; click
on “call centres new”; click on hyperlinks to job postings across Canada
Employment Issues
Real story
Mr. C & Ms. M - Telemarketers
A telemarketing company based in the They expected to be paid, but they were
Parkdale area of Toronto hired Mr. C and not, so they quit.
Ms. M. The company employed about 20
people to do “cold calling” - choosing The company closed down. Mr. C and Ms.
numbers from the phone book and phoning M are trying to get the wages owed to them
people to drum up (get) business for a through the Employee Wage Protection
cleaning company. Fund.
Mr. C and Ms. M worked for the company The company seems to have opened up
at separate times. Each worked from 9:30 again under a new name.
a.m. to 3:30 p.m., 5 days a week.
Activity 1: Discussion
Which one of the four Acts applies to the story, “Mr. C & Mrs. M – Telemarketers?”
Activity 2: Interview
Ask your partner about workplace law in his or her country of origin. Write down the answers
in this chart.
Question Answer
What is the minimum wage?
Is there worker’s compensation?
How many weeks’ vacation do most workers get each year?
How many public holidays are there?
What are the normal working hours each week?
What are the normal working hours each day?
Are employers required to pay overtime?
What are some deductions from pay cheques?
Is there a Health and Safety Act?
EARNINGS DEDUCTIONS
Time Gross pay Income Tax CPP NET PAY
72.5 hr 2.5 hr
$ $ $ $ $ 18.30 $ $12.00 $
Real stories…
The story of a job scam
The SuperFitness home-based telemar- After repeated phone calls and going to the
keters phoned the public, asking them to SuperFitness office, only one worker re-
join the local SuperFitness club. ceived a cheque for $150.00
Workers were told they would receive the Vinny worked for a month with SuperFit-
greater of $12.50 an hour or a $10.00 ness and logged 275 hours. She is owed
piece-rate for every new SuperFitness $3,932.49 in outstanding wages including
member they signed up. 55 hours of overtime. SuperFitness claims
Workers were expected to log onto the cen- she only worked 114 hours. She has been
tral Super Fitness phone system by a set told since July 1995 that the cheque is in
time every day. the mail. To date, she has received only
$250.00 for work completed in July.
Workers were electronically monitored by Vinny’s bills are piling up and not paid.
SuperFitness. If workers were not cheery
enough on the phone, they were told to be Anne-Marie has an extremely ill 3, year-
happier. If they were not logged onto the old-son. She must stay at home to take care
system, SuperFitness called to find out why. of him. When the Harris government took
21% off her welfare cheque, she knew she
SuperFitness told all the workers that they had to find some work to make ends meet.
are “co-venturists.” Under the Employment Working from home seemed to be the solu-
Standards Act, workers are not independent tion. Instead, Anne-Marie was taken by the
contractors just because the boss says they SuperFitness scam. She’s owed $2,340.00
are.
Christine worked for 85 hours in a 16-day
SuperFitness told workers they would only period. SuperFitness had not kept track and
pay for talk time - not all of their real work claims she worked for only 6 days. She is
time or overtime. Under the Employment owed $1,105.00 in back wages.
Standards Act, a worker must receive
wages for work time. David is owed almost $1,300.00. SuperFit-
ness did not record his accurate work time.
SuperFitness told workers a pay cheque He worked 18 days when SuperFitness
would be sent to them as soon as they claims 12 days. He’s gone to SuperFitness
worked for the equivalent of $150.00, not but has not received what he’s owed.
on a regular payday.
Many of the people who worked as tele-
SuperFitness told some workers they had to marketers for SuperFitness didn’t file their
pay a $40.00 deposit to work just to show claims with the Ministry of Labour until
“how serious they were.” more than 6 months after they performed
When workers called because their pay the work. If the 6-month limit on the claim
cheques hadn’t arrived, SuperFitness said, period in Bill 49 is passed, they will be out
“They are in the mail.” of luck.
Source: Parkdale Community Legal Services
Activity 7: Research
Questions or comments about employment standards
Telephone the Ministry of Labour Call Centre and find out what you should do if you were not
paid for work as in the reading above.
With your classmates, discuss and write down the questions you will ask first.
Opening:
Closing:
After you have finished, compare your findings with your classmates.
Human rights
The Ontario Human Rights code protects workers in Ontario from discrimination and harass-
ment by their employers or co-workers. It also reminds all workers to treat each other with
respect.
Discrimination
Discrimination is what happens when you are treated differently from other people. It is
against the law to discriminate against people because of:
• Where they were born (place of origin)
• Where their ancestors were born (ancestry)
• Ethnic group (ethnicity) (black/white, etc.)
• Religion
• Sex (male or female)
• Sexual orientation (heterosexual or homosexual)
• Age
• Marital status (married, single, divorced or separated)
• Children (yes or no)
• Receiving welfare or family benefits
There are situations in which the employer is allowed to choose on the basis of citizenship,
age or handicap.
Harassment
Harassment is a situation in which someone threatens, bothers or insults you. Discrimination
and harassment can occur in:
• job ads
• questions about Canadian experience
• job applications
• job interviews
• the way your employer or co-workers treat you.
1. __ Andy answered an advertisement for a “Girl Friday.” The duties a) place of origin
of the job involved typing, filing and sorting. When he asked for an b) religion
interview, he was told that the job was for “girls” only.
c) ethnicity
2. __ Nathan works in a machine shop. He is black. Most of his co-
workers are white. Last week his co-workers were telling “black d) race
jokes.” Nathan asked them to stop, but they just laughed and went e) sex
on with the jokes.
f) disability
3. __ Ameena applied for a job as a receptionist. Ameena is East
Indian. She speaks English very well, but she has an accent. At g) age
the job interview the employer told her that she was not right for
the job. He said that the company needed someone who spoke
English with no accent.
4. __ Andrea is a stutterer. One of her co-workers makes fun of her when she stutters. He
knows that this makes it harder for her to speak, but he does it anyway.
5. __ Ute has been looking for a job for almost two years. She can’t understand why it is so
difficult. Her friends say that it will be impossible for her to get a job because she is 52
years old.
6. __ Olivia has worked in a small factory for three years. She has never had a raise. Olivia
is from the Philippines. When Olivia asked her boss for a raise, he said: “You Filipinos
are all the same. You take jobs away from Canadians, and then you want a raise too”.
7. __ Ahmed is a Muslim. He has a special prayer time every Friday. Every Friday one of
his co-workers teases him: “There goes Ahmed to the mosque again!”
Adapted from: Discrimination and Harassment at Work, CLEO. August, 1993
1. the right to know about health and safety hazards; By law, the Health
2. the right to participate in keeping their workplace safe and and Safety Act
healthy. Workers can give ideas and complain about prob- must be posted in
lems; every workplace.
3. the right to refuse work that they think is unsafe.
Employers and workers must work together to identify and solve health and safety problems
in the workplace.
Wrist Injuries
The main form of wrist injury, often caused by keyboarding, is called carpal tunnel syndrome.
It must be treated by exercise or by seeing a doctor, or you could be permanently injured. Try
to tap the keyboard instead of pounding it. Practice typing with a light touch. You may tend
to type harder when you’re tired, hurried or under stress. Pay extra attention to your keyboard
force at those times. Check your posture. Keep your wrists relaxed but not bent upward or
downward. Be sure your monitor is at eye level or a little below. Make sure you are in a com-
fortable position. Don’t drink too much coffee or tea. Caffeine can cause increased tension,
resulting in increased force when using the keyboard. Pain, stiffness, burning, or numbing in
your hands or arms are signals that something is not right. If you have pain, see your doctor,
and you may avoid more serious injury.
Workers Compensation
The Workplace Safety and Insurance Board (WSIB), formerly the Workers Compensation
Board, gives compensation to workers who are injured on the job or who get sick because of
their work.
my eyes are really sore and dry! not drink so much coffee
I am having difficulty focusing on the screen stretch more
image.
I feel numbness in my forearms. not type so strongly
my hands and forearms are really stiff. focus your eyes away from the monitor for a
while
lately I have had many headaches and a
very sore neck.
I can’t focus on the screen today because
my vision is blurred. I am seeing double!
For more information on… Human Resources and Development Canada, Ontario Region Ontario Job
Futures at www.on.hrdc-drhc.gc.ca
Visit an HRDC Employment Resource Centre in your area and search in the
binders and books with occupation descriptions.
Green, Jack. Contact. A Guide to Developing Effective Call Centre Skills.
Nelson Thomson Learning: 2000.
Accreditation
If you have a degree or diploma from your home country you can get some recognition for
that if you can show the employer an assessment. Have your training and experience assessed
here in Ontario. Assessment means that your diplomas, certificates, and employment letters
will be compared to training and experience here in Canada. To do this you will need your di-
plomas or certificates, transcripts, letters of employment and reference.
evaluates your learning and experience, abilities, skills and understandings acquired through
work and life experiences.
1. I know how to …
3. I have training in …
5. I have studied …
Canadian experience
Longtime Canadians and new Canadians both
have difficulty looking for work. For new- When you apply for a job in Canada, em-
comers, one of the biggest difficulties is the ployers want to know about your work ex-
question of “Canadian experience.” The law perience. You have to talk about:
says that employers cannot stop you from get-
ting a job because you don’t have Canadian where you worked
experience, but many employers still ask for how long you worked there
it.
your position (job title, occupation)
To deal with this problem, get some exposure
to the Canadian job market by: your duties and responsibilities
Activity 3: Speaking
Discuss with your class if anyone has had any experience with a job search program or job
finding club. What did they learn?
Centennial College offers a call centre training program to 3. Write English Test
meet the huge demand for employees from the more than 600 4. Write Aptitude Test
call centres in the greater Toronto area. 5. Phone Interview
Companies are looking for well-trained college graduates for 6. Face-to-face Interview
their call centres. This is not sweatshop telemarketing. This is
a career. * Regular Program
Code 2913
In the curriculum, students will be taught basic call centre * Accelerated Program
skills such as customer service, communications skills, com- Code 2914
puter skills, relationship marketing and the technology that
makes it all possible.
T F 1. Companies don’t need well-trained college graduates for their call centres.
T F 2. Students will be taught 5 skills.
T F 3. The application process has only one step.
Activity 6: Research
Call a program that offers call centre training (e.g. Centennial College, Goodwill Community
Services) and find out if you are eligible for the program by asking what level of English is
required to take the program. Also, ask how much the program costs and how long it is.
Compare your findings with your classmates.
Do you have the Yes or Required for If yes, how can you describe it or give
following qualification? No your occupation? an example?
University degree
Other education
Specialized training
Membership in a
professional association
Activity 8:Pronunciation
Listen to the instructor. Mark the syllable stress in these words and phrases, then practice
saying each one.
conscientious flexible punctual energetic
co-operative honest resourceful organized
determined level-headed responsible self-reliant
LINC classes
For more information on… vist CIC’s Web site at:
http://www.cicnet.ingenia.com/english/newcomers/linc-2e.htm
ESL resources
Use this link to access ESL study sites on the Internet:
http://alphaplus.ca/index1.htm When you get to the homepage, click on
“English”, then click on “site map”, then click on “AlphaPlus Index to Web
resources”. Choose a search method such as “subject terms” and then
choose a topic like “pronunciation”. You will get a list of Web sites relating
to pronunciation.
Terminology 1
Terminology 2
Workplace Communication 1
Workplace Communication 2
A Personal Plan
2. Have you had a personal experience as a consumer (customer) with an interactive voice
response system (recorded prompts)? Describe it.
3. Have you ever experienced delay announcements (recorded information while you were
on hold)? Describe the situation (what you were calling about, what was the message
about).
Activity 4: Discussion
Discuss your experience with the Internet with your classmates.
3. How do you think a customer service representative’s job will change because of this
technology?
5. Have you ever bought anything using the Internet (airplane tickets, books, etc.)?
Activity 7: Pronunciation
Listen to the instructor and mark the syllables and stress for each of the words in activity 6.
Activity 8: Discussion
Discuss with your classmates if anyone has ever worked using this kind of equipment before.
What did they have to do?
___ calculator
___ clipboard
___ computer
___ correction fluid
___ desk
___ desk calendar
___ desk pad
___ envelope
___ fax machine
___ file folder
___ filing cabinet
___ ink pad
___ legal pad
___ letterhead paper
___ stapler
___ office manager
___ organizer
___ packing tape
___ paper clip
___ paper cutter
___ tack
___ photocopier
___ postal scale ___ rotary card file
___ post-it notes ___ appointment book
___ swivel chair ___ microcassette transcribers
___ paper shredder ___ electric pencil sharpener
___ printer cartridge ___ padded envelope
___ stacking tray ___ rubber/elastic band
___ supply cabinet ___ computer workstation
___ monitor
___ cable connector
___ keyboard
___ zip drive
___ laptop / notebook
___ scanner
___ floppy disks
___ printer
___ CPU (hard drive)
___ track ball
___ CD-ROM
___ power bar
___ mouse
Computer software
This is a list of software applications that appear in one of the placement agency’s tests.
What software are you familiar with? Circle the ones that you have heard about before. Put a
star beside the ones that you can use.
ACCPAC Adobe Framemaker Adobe Illustrator
Adobe Pagemaker Adobe Photoshop CorelDraw
Eudora FileMakerPro HTML
Lotus123 LotusNotes LotusWordPro
MS Access MS Excel MS Front Page
MS Internet Explorer MS Power Point MS Windows
Netscape QuarkXpress QuattroPro
Quicken WordPerfect
Computer use
Call centre workers may have to use the computer to complete the following tasks.
Workers may have to:
1. Use word processing software. Example: type
customer information sheets.
2. Use a database. Example: use a database to
locate customer addresses or to key in new
orders.
3. Use bookkeeping, billing and accounting
software. Example, use a computer program to
check prices during a sale.
4. Use communications software. Example, send
e-mail messages to other departments,
branches or customers.
Activity 1: Interviews
Using the above information, develop ten questions for your classmates to find out what they
know about computer use. Start your questions using "Have you ever.........." followed by a
close-ended question (what, where, why, when, how long, what kind of, etc.).
Activity 2: Writing
Using your questionnaire, write a report about one or more of your classmates.
Real story
Working as a call centre agent
Louis Kiyo works as a technical support The final stage of the interview process
agent for Hewlett Packard’s call centre in was when he was called back and given a
Toronto. This call centre serves all of Can- tour of the call centre by the boss.
ada. Louis immigrated to Canada from His training period was two weeks long
Cameroon and speaks fluent English; his and consisted of one week of problem
first language is French. solving cases on computer hardware and
He did not start working in a call centre software and a second week of training in
right away, but attended a Human Resources soft skills: working with a script, being
Development Canada networking program. taught how to speak to customers, what
He also took some courses to upgrade his you say and don’t say, how to react to an-
software knowledge and got a lot of training gry customers and make small talk with
in interview preparation. customers, etc.
Louis did not work in a call centre before The call centre he works in has about 15
coming to Toronto; however, he had experi- people under one supervisor who the
ence working as a computer support person agents refer to when they encounter a
at university while he was a student. He problem they cannot solve. Sometimes the
transferred these skills to a call centre agent supervisor listens while he is talking to a
position. In his interview, he stressed that he customer and interrupts. Louis puts the
had experience explaining to people solu- customer on hold while the supervisor ex-
tions to their problems, that he was a fast plains what should be done.
thinker and a results-oriented person. He
also explained how he did troubleshooting Louis felt the first month to be the most
for students over the phone. difficult because he was unfamiliar with
colloquial Canadian English. Using collo-
When he got an interview at Hewlett Pack- quial English in small talk with customers
ard, he was first asked to take an examina- is sometimes useful while the agent is
tion about computer technology. After that, checking files.
a Human Resources person asked him gen-
eral questions such as “How do you work Now Louis is satisfied with his perform-
under pressure?” ance and alternates handling French and
English speaking customers.
The next part of his interview consisted of a
one-on-one interview with a supervisor who
tested him on computer troubleshooting.
Activity 3: Pronunciation
Listen to the instructor. Mark the syllable stress in these words and phrases, then practice
saying each one.
colloquial networking program
technical support agent upgrade
results oriented person troubleshooting
Activity 6: Matching
Assign an appropriate job process from the second column for the following phrases.
1. __ Excuse me, can I put you on hold? a) Deal with angry customers
2. __ It’s not as bad as all that b) Make small talk while customers
3. __ Do you mind if I put you on hold? c) Put customers on hold
4. __ The first thing you have to do is… d) Explain a solution to a customer
5. __ There’s no reason to get so upset.
6. __ Do you see what I mean?
7. __ Are you going anywhere this summer?
8. __ After you’ve done that, you…
9. __ OK so far?
10. __ Make sure you remember…
11. __ Have you been enjoying the nice weather we’ve been having?
Activity 7: Matching
Match the following call centre process terms on the left with the definitions.
Activity 8: Discussion
Discuss with your class how measuring call centre processes might be stressful for the rep.
_________________ There is an ongoing need for call centre workers to keep up to date
on changes to the information they provide as well as with com-
puter technology and with trends in customer service.
Activity 2: Interview
Discuss with your classmates whether they have had any experience with any of the above
tasks. Make close-ended questions beginning with “Have you ever…?” Be sure to change the
verb to the past participle. Follow the question with an open-ended question beginning with
“what”, “why”, “when”, “where” or “how”.
Activity 4: Sorting
Look at the following behaviours and write either “good team” or “bad team”
Good / Bad
1. trust
2. offer to help
4. spread rumours
Activity 6: Dialogue
Dialogue 1: Offering help
Make a list of possible situations where a team member might need help, then practise this
type of dialogue with a partner.
Line 1 Joe: Mary, you seem to be having a bit of trouble.
Line 2 Mary: This program has a couple of bugs that I can’t seem to get rid of.
Line 3 Joe: Maybe I can help.
Line 4 Mary: That would be great.
Line 5 Joe: Hmm…let me see. Maybe you should try…
Line 1 suggestions
You seem to be having a bit of trouble.
Is something wrong?
Is something the matter?
Line 2 suggestions Your situations
I’ve got a lot to do by 2:00.
I’ve got to finish processing this order by 3:00.
I’ve got too many customers right now.
I’m not sure how to handle this problem.
I don’t know what the customer said.
I don’t understand what to do.
I don’t know how to talk to angry customers.
I’ve got a headache and feel stiff.
Line 3 suggestions
Maybe I can help.
May I make a suggestion?
I wonder if I could make a suggestion?
Line 4 suggestions
That would be great.
Please do.
or
No, it’s ok.
Thanks, but I’ll figure it out.
Line 5 suggestions
Maybe you should try…
Why don’t you try…
If I were you …
Social communication
Other than job-related communication, you will need to do some social communication tasks
too. For example, you will need to talk to your coworkers at breaks and lunch. Here are some
dialogues that you can practise.
What’s the phrase for saying that you are not sure?
A: _____________________________________________________________________
B: _____________________________________________________________________
A: _____________________________________________________________________
B: _____________________________________________________________________
A: _____________________________________________________________________
B: _____________________________________________________________________
B: Your supervisor has sent you an e mail asking you to sign up for training on new software.
Write a reply back to him. If your answer is no, give reasons and show interest for training.
Real story
On time
Raphael was excited about starting his new When Raphael arrived at 5:15, his boss
job at the Hewlett Packard call centre. He was very angry. He told Raphael that he
really liked his new boss, and he thought expected all his staff to be on time. Raph-
working there would be cool. His boss told ael looked puzzled because he was on
him to come in around 5 for the night shift. time.
(Adapted from Canada Works, used with permission from the writer.)
A performance review
A: Hi Leslie. I’d like to talk to you for a minute. Can you come into my office?
B: Sure. Right now?
A: Well, when you get a minute.
B: OK... Later.
A: Hi Heather.
B: Come in, Leslie, and take a seat.
A: I’ve been going over everyone’s performance and yours seems to be slower than eve-
ryone else’s. Your call volumes are low and your durations are long. You know we just
changed to a new interactive voice response so we could filter the callers better, but
you seem to be lagging behind.
B: I’m sorry about that. I’m still having problems with the new software. I didn’t get the
training that everyone else got and the repeat session is not ‘til next month.
A: Why did you miss that training?
B: I had three days off that week and you said that there would be plenty of repeat ses-
sions. But they were cancelled because of the weather.
A: OK. I see. I’ll have to arrange a training session with someone else or send you over
to the other site. Thanks, Leslie.
B: You’re welcome.
Dialogue 1
A: Excuse me, [supervisor’s name].
B: Yes?
A: I was wondering if I might make a suggestion?
B: Of course.
A: I think we should [have more software training].
B: Hmmm. That’s a good suggestion. I’ll think about it.
Dialogue 2
A: Excuse me, [supervisor’s name].
B: Yes?
A: Could I make a suggestion?
B: Of course.
A: It seems to me that we should [have more reps on duty].
B: Hmmm. That’s a good suggestion. I’ll think about it.
More suggestions
…have better headsets. …have better ventilation.
…have more breaks away from the computer. …move the coffee area further away.
…have better lighting.
With your class, make a list of things that a worker might have to ask a supervisor’s permis-
sion for, then with your classmates practise the conversations using the following model.
Your conversation…
workplace culture
For more information on… Future Culture Links
http://www.wcpworld.com
Postcards from the Edge: Working styles from the four corners of the world
http://motiv8.com/work/postcards.html
Gateway to Diversity
http://www.equalopportunity.on.ca
Words That Count Women In
http://www.gov.on.ca/owd/ (click resources then click Words That Count Women In)
Canadian Council on Rehabilitation and Work: On-line Newsletter
http://www.workink.com.
__________ Read customer information files that containing information about customer
orders and requests.
__________ Listen to customers describe their needs and respond to customer inquiries.
Activity 2: Matching
1. __ Agent a) The person within a business or household who
2. __ Decision maker determines which products or services should be
considered.
3. __ Cross sell
b) A person in a call centre who speaks with the cus-
4. __ Customer tomer via the telephone.
5. __ Launch a call c) A technique to increase revenue of an order.
6. __ Lead d) Process by which the agent makes ready to speak
7. __ Telemarketing with customer.
8. __ Validation/Verification e) Confirmation by a third person of a verbal transac-
tion between an agent and a customer.
9. __ Cross Sell
f) Someone who has been screened and meets your
buying criteria and/or wants to talk business-
qualified.
g) A term or label created to cover the range of mar-
keting related functions that can be performed
through the telephone.
h) Someone who purchases a product or service.
i) A technique to increase revenue of an order.
Activity 3: Pronunciation
Listen to the instructor. Mark the syllable stress in these words and phrases, then practice
saying each one.
telemarketing criteria
Activity 4: Discussion
Discuss with your classmates if you have experience with any of the above tasks.
Activity 6: Role-play
With your back to another student, develop a role-play based on this task: listen to customers
describe their needs. Person A : call centre representative; Person B : customer. A good
scenario might be Bell calling to see if you are satisfied with the services you are receiving.
Make a list of services they offer before the role-play and use them.
Activity 7: Writing
In-bound calls generally fall into 3 categories. With a classmate, write possible customer
opening sentences that fit in each box of the chart. Your sentences might start with “I would
like....” or “I have an inquiry about…”
1. orders
2. information
3. problems
CD player scanner
• It skips tracks • It doesn’t scan properly
• It makes a strange noise • It overheats
Selling Steps
1. a clear call objective 6. answer questions or objections
2. identify and reach the decision maker 7. close
3. introductions and call justification 8. confirm the conditions
4. identify needs 9. congratulate
5. present solutions/benefits
1. Record your dialogue from Activity 8. Find the sections in it where you spoke more than
twelve words.
2. Time each section from the beginning of the 1st word to the end of the last word.
3. Count the number of words in each section.
4. Determine the average number of words per minute for each section you recorded. If,
for example you spoke 32 words in 10 seconds, divide 32 by 10 to find the average
number of words per second. Then multiply by 60 to determine the number of words
per minute. For example: 32/10 x 60 = 192 words/minute. Appropriate speaking rate is
about 140 to 160 words per minute. If you have any samples that are higher than that,
you may be speaking too fast.
Source: Activity taken from Contact, A Guide to Developing Effective Call Centre Skills,
Jack Green, Nelson Thomson Learning: 2000.
customer service
This website contains a quiz for customer service representatives. The quiz
For more information on… tests knowledge of good customer service practices.
http://telephoneskills.com/judge.asp
Goals
1. “I want to work as a technician.”
2. “I am a sales person. But I’m looking for other work. Eventually, I’d like to be a program-
mer.”
(Note: I’d like to = I would like to).
3. “I’m going to be a computer engineer. I hope to work as a computer engineer in Canada
too. But first, I have to improve my English. Until then, I am willing to do any kind of work
in a computer company.”
Interests
1. “I like working in a small company. I don’t like working in a multinational corporation.”
2. “I like to work with people. I don’t enjoy working alone.”
3. “I’m interested in computers. I am also interested in taking an English-upgrading course.
Preferences
1. “I can work alone. But I prefer working with people.”
2. “I’m willing to work in a government job, but I prefer private firms.”
3. “I’d rather work full-time than part-time.”
4. “I’d rather not work on weekends.”
5. “I like Macs more than PCs.”
Personal qualities
I’m ____________________________________________________________________
Interests
I like _____________________________________________________________________
My hobby is _______________________________________________________________
Job skills
I can _____________________________________________________________________
Work preferences
I prefer ___________________________________________________________________
Activity 2: Interviews
In a group, discuss each other’s personal qualities, goals, interests, job skills, work prefer-
ences and skills you would like to learn. Use the following questions to guide your discussion:
1. [name], how would you describe your personal qualities?
2. [name], what are your job skills?
3. [name], what are your work preferences?
4. [name], what skills would you like to learn?
If someone in the group is not talking, someone can say, “[name], what do about you? ….”
Activity 3: Research
Use training and upgrading pamphlets, fliers and calendars (or the Internet) to find informa-
tion for the chart below.
ESL / Computers
English Upgrading
Co-op Programs
Volunteering
Other
This self-assessment will help you think about your previous education, training and experi-
ence, your skills and knowledge, and your interests. It will also help you make a plan of ac-
tion. For some questions, the answer will be “yes”. However, if the answer is “no,” write what
you have to do.
Personal qualities
For more information on… For private colleges and vocational schools, look in the Yellow Pages under
“computer training.”
For a list of Ontario Colleges of Applied Arts and Technology visit the
Ministry of Education and Training Web site: www.edu.gov.on.ca
Visit the HRDC Interactive Training Inventory Service for Ontario at
http://www.trainingiti.com
Connect to the Ontario Ministry of Education and Training’s Training Hot-
line at 1-800-387-5656
language training/ESL
Free ESL and word processing courses are available through the catalogues
for boards of education and the information on bulletin boards at your local
library.
Agent
A person in a call centre who speaks with the customer via the telephone.
Blended Agent
A call centre agent who handles both in-bound and out-bound calls throughout their shift
without any designated time for each type of call.
Call Guide
A paper or screen system providing bullet points or actual verbatim copy for agents to use on
the telephone during live calls.
Campaign
In-bound and/or out-bound marketing, sales or service activity that is tied to specific preset
parameters.
Client
An individual or organization that hires fee-paid professionals to provide specific expertise in
complex specialties.
Coach
A person who provides expert guidance to agents to help them enhance their communications,
sales and/or service skills.
Complete In-bound
Any call that inquired specifically about a campaign or program offer or objective.
Complete Out-bound
Any record that will not be dialed/attempted again.
Cross Sell
A technique to increase revenue of an order.
Customer
Someone who purchases a product or service.
Database
A group of records containing specific types of information in the sale location (field).
Decision Maker
The individual(s) within a business or household who determines which products r services
should be considered and who should provide these products and services.
Disposition Code
Numbers used to classify the outcome of a call.
Field
Space on a record to enter or display specific database information.
Flexible Shift
A shift template that some workforce management systems use to create schedules only after
permanent shift types can no longer be used.
Forecasting
In workforce management software, the ability to forecast call volume, staffing requirements,
and trunk requirements.
Frontline
First point of contact with customer. See Agent.
Fulfillment
The delivery of what was promised, in the time promised, as a result of a direct marketing of-
fer.
Function Key
A key defined by the current running program to carry out a specific function or set of func-
tions.
Handle Time
Talk time plus wrap-up time.
In-bound Calls
Generally fall into three primary categories: 1. orders; 2. information; 3. problems. Calls com-
ing into a call centre.
In-House
Single product or service represented.
Input/Output
A general term used to describe sending data to and receiving data from a computer.
Integrated In-bound/Out-bound
A system that combines in-bound call handling with out-bound dialing.
Launch a Call
Process by which the agent makes ready to speak with customer.
Lead
Someone who has been screened and meets your buying criteria and/or wants to talk business-
qualified.
Log In/Out
Sign in procedure which makes or breaks a connection between the user and the computer.
Log Off
To enter the proper key sequence to terminate the active user session and disable further
communication with a given network or computer system.
Marketing
The innovative synergism of all those activities within an organization to get the goods or ser-
vices of that organization inthe hands of the customers.
Mentoring
A bridge between training and coaching.
Occupancy
The percentage of the scheduled work time that agents are actually handling calls or after-call
wrap-up work.
Operating Hours
The period of day that a call centre is open to launch or accept calls.
Out-bound
A call made from agent to outside contact for the purpose of doing business.
Outsource
(Multiple Service Bureau) The service of in-bound or out-bound agents provided to more than
one company.
Password
A word or code used to identify an authorized user.
Platform
The architecture of a particular computing environment. Can refer to either software operat-
ing environment or hardware type.
Prospecting
Calling to generate leads for telephone sales or field sales staff.
Queue
A feature that holds incoming calls when no agents are available to answer them.
Real-Time Adherence
The monitoring of an agent’s activity at this moment.
Remote Monitoring
Most frequently used by service bureau clients, this is the process whereby a quali-
fied/authorized party can dial into a remote call centre and monitor certain telephone calls.
Retention
A marketing goal to keep current customers buying.
Schedule
A record that specifies when an agent is supposed to be on duty to handle calls.
Screen Pop
Delivering a screen or window of information to a terminal or workstation when a telephone
call is delivered to the associated telephone.
Script
The text that is put on an agent workstation monitor when a call is connected. A script is usu-
ally specifically written for a campaign.
Selling Steps
1. A clear call objective; 2. identify and reach the decision maker; 3. introduction and call jus-
tification; 4. identify needs; 5. present solutions/benefits; 6. answer questions or objections; 7.
close; 8. confirm the conditions; 9. congratulate.
Server
A shared computer on a network that is the repository for files, database, applications and e-
mail.
Service Objectives
The call centre goals or "performance checkpoints" that affect caller satisfaction.
Silent Monitoring
The process whereby a Supervisor or other qualified party monitors the calls of an agent . The
agent may or may not be aware that this specific call is being monitored.
Site Adherence
Comparison of how closely actual staffing levels conform to either scheduled or required
staffing levels.
Station
A work area for an agent, usually including a computer terminal.
Supervisor
A person whose primary responsibility is to oversee the activities of a group of telephone-
based sales, marketing, service or research agents.
Support Staff
Anyone who assists in the agent’s performance on the call floor.
Telemarketing
A term or label created to encompass the range of marketing related functions that can be per-
formed through the telephone.
Terminal
A device for inputting data to and receiving data from a computer; in call centre terms, the
workstation at the agent’s desktop.
Tracking
Workforce management feature that models actual events and activities in a call centre to aid
in short-term planning and evaluation of agent and call centre performance.
Validation/ Verification
Confirmation by a third person of a verbal transaction between an agent and a customer.
Wrap Up Time
The post-call work time an agent spends on a call.