Skills-Based Routing

Skills-Based Routing is a feature of a call centre ACD that enables you to direct calls to the most appropriately skilled and experienced call centre agent.

Benefits of Skills-Based Routing

There are really two key benefits to using SBR in a call centre:

1. It increases efficiency

By connecting the customer immediately to the person best equipped to handle their call it saves having to transfer the call to a more appropriately skilled agent.

Also, as the agent has the necessary skills they will be far more efficient in handling the call.

2. It improves the customer experience

Again, by enabling the call to be connected to the appropriately trained and skilled operator, it will lead to a better customer experience.

Applying Skills-Based Routing in a call centre

The key to being able to apply any form of Skilled-Based Routing in a contact centre is firstly being able to determine what the call is actually about.

This can be done by:

  • An IVR where the customer selects the appropriate options
  • Speech or Natural Language IVR (same thing but using their voice to explain what they need)
  • The telephone number the customer called
  • The identity of the customer (if you have a linked CRM)

You also need to ensure your telephony platform enables skills-based routing.

Most modern contact centre platforms do, so if yours doesn’t it might be time for an upgrade!

It’s also important you prepare to have a multi-skilled call centre agent model as handling multiple types of calls or channels can be difficult.

Type of Skills-Based Routing

There is practically an endless amount of ways you can apply SBR in your call centre.

The key is choosing the best model for your contact centre and broader business objectives.

To give you some ideas I’ve listed a few examples below.

Simple Skill-Based Routing

In its most simplest form, you can use SBR to split key functions in your contact centre like sales and service.

Advanced Skill-Based Routing

Towards the more advanced Skill-Based Based Routing you can route calls based on:

    • Directing callers to the highest ranked agent.  – By ranking the quality of each agent in your centre you can route calls to the highest ranked available agent to ensure your customers receive the best possible service.
    • You can also use the same principle to direct the easier types of calls to your newer agents.
    • Matching a customer profile to an agent profile to drive better performance. In a sales environment, you could match an elderly customer with one of your more senior agents as opposed to connected a pensioner to a 20-year-old student. This can improve customer satisfaction and in a sales environment, improve sales conversion rates.
    • Connecting customers to the last agent they spoke to.

Next steps

  • Find suppliers of Skills-Based Routing technology or consultants who can help you implement it in our Business Directory.
  • If you aren’t quite sure what you need, use our free CX Connect Service and we can help you define your requirements and provide you with a shortlist of recommended suppliers.

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