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Trailhead

Build Your Customer Service Management Toolkit

Salesforce via Trailhead

Overview

Get the best in customer service management education, from agent coaching methods to updates on the latest technology.
  • Learn about the technologies, trends, and generational shifts impacting contact centers.
  • Prepare your contact center for the multi-channel world.
  • Learn to lead a contact center in the digital era.
  • Learn how to coach agents effectively and create your dream service workforce.
  • Learn how to keep teams engaged through culture, collaboration, and transparency.
  • Optimize agent capacity and create collaborative workplace climates.
  • See how artificial intelligence is changing customer service, from chatbots to analytics.
  • Make better business decisions based on customer service data.

Syllabus

  • Customer Service in the Fourth Industrial Revolution
    • Understand How Customer Service Is Changing
    • Learn How Generational Shifts Impact Customer Service
  • Omni-Channel Readiness and Digital Engagement
    • Define Omnichannel
    • Make the Move from Analog to Digital
  • Contact Center Leadership for Executives
    • Develop Leadership Skills for the Contact Center
    • Use Metrics to Bolster Your Business Case
    • Use Data to Lead
    • Build a Contact Center for the New Digital Era
    • Communicate Like an Executive
  • Customer Retention for Managers
    • Manage Dissatisfied Customers in the Contact Center
    • Deliver Proactive Customer Service
    • Create a Stronger Contact Center Workforce
    • Motivate Contact Center Agents
  • Team Engagement for Customer Service Managers
    • Keep Your Team Engaged in the Contact Center
    • Use Chatter in the Contact Center
  • Contact Center Operations
    • Improve Contact Center Efficiency with Workforce Management
    • Create a Climate for Collaboration
    • Manage Temporary Service Agents
    • Manage Remote Service Agents
  • Artificial Intelligence for Customer Service
    • Improve Customer Service Using Artificial Intelligence
    • Understand Why Chatbots Matter to the Contact Center
  • Service Metrics
    • Get Started with Service Metrics
    • Create a Service Metrics Strategy
    • Analyze Your Service Data in Salesforce

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