Templates

Never Miss a Follow-Up, Keep Customers Happy Missed calls can lead to missed opportunities. If you don’t have a tool like Analytics 365 in place to help you manage this yet, why not try our manual Missed Call Log Template? With this, businesses can systematically track and follow up on missed customer calls, ensuring no customer goes unnoticed. Why Use a Missed Call Log Template? This template helps your [...]

Turn Follow-Ups Into Seamless Customer Connections Effective follow-up calls are the key to maintaining strong customer relationships. If you don’t have a tool like Analytics 365 in place to help you manage this yet, why not try our manual Follow Up Call Log Template? You can track and manage callbacks systematically, ensuring every customer interaction is productive and timely. Why Use a Follow Up Call Log Template? This template [...]

Unlock Insights, Improve Customer Experience Understanding how your team interacts with customers is the foundation of exceptional service. The Customer Care Survey Template empowers businesses to gather structured feedback on customer interactions, ensuring you stay informed and proactive in delivering outstanding support. Why Use a Customer Care Survey Template? This template streamlines the process of collecting and analyzing customer feedback, offering a systematic approach to: Enhance Customer Satisfaction: Identify [...]

Empower Your Team with Actionable Insights Tracking call center performance is crucial to building a successful, customer-focused team. If you don’t have a tool like Analytics 365 in place to help you manage this yet, why not try our manual Call Center Agent Performance Dashboard offers a detailed, easy-to-use tool to monitor daily and weekly metrics, empowering your team to achieve their best. Why Use a Call Center Agent [...]

Sales success depends on the ability to connect with potential customers, understand their needs, and deliver tailored solutions. To refine these skills, structured feedback and clear metrics are essential. Our Sales Call Handling Evaluation Scorecard is specifically designed to assess sales agents' performance on critical aspects of a sales call, offering actionable insights to drive improvements. Why Use a Sales Call Handling Evaluation Scorecard? A targeted evaluation framework does [...]

Customer satisfaction is at the heart of every successful contact center. However, ensuring that each call meets the highest standards of quality requires structured feedback and actionable insights. That’s where our Call Handling Evaluation Scorecard comes in, a comprehensive template designed to help contact and call centers assess the performance of individual agents and identify opportunities for improvement. Why Use a Call Handling Evaluation Scorecard? A well-crafted evaluation process [...]

Employee wellbeing is not just a buzzword; it's critical for organisational success. In an age where the boundaries between work and life feel more blurred, focusing on your employee's wellbeing to make sure they are happy and productive has never been more important. An employee wellbeing survey allows your business to get an understanding of how employees feel when they are working for you. Helping to identify the areas [...]

As remote work becomes integral to businesses worldwide, it’s essential that businesses understand the experiences, challenges and needs of their workforce. This remote work survey delves into the intricacies of working from home with over 40 questions that will help you unlock meaningful insights that will: Help you understand the tools and tech requirements of each team Their environment and setup Whether communication and collaboration is effective And most importantly [...]

Without the right feedback, your team won’t reach their potential. An employee appraisal is a critical tool in delivering that. It allows both the manager and employee to have a constructive conversation and reflect on the last year, identifying strengths and areas of improvement. This employee appraisal template gives managers a framework to: Measure performance Reflect on last year's achievements Identify areas of improvement Set goals for next year [...]