While phone is their primary communications channel, Caring For You knows some clients prefer web chats or SMS, making Zoom’s omnichannel contact center a scalable solution for the long-term.
“We want to go where our customers’ needs are and not force them on a channel,” Caring for You said. “With Zoom Contact Center, we can receive calls and talk with clients over multiple channels, all in the same interface, without having to learn three different software programs.”
Protecting team culture in a hybrid working environment
Maintaining an inclusive and caring culture is a priority for the agency, and connecting face-to-face via Zoom Meetings is a daily activity. “Booking meetings is as efficient as it gets,” said Caring for You.
With few officially scheduled meetings, fluidity between Zoom Meetings, Zoom Rooms, and Zoom Team Chat is great for emulating office environments. “The status bubble so that you know if someone is available … it’s like a door shut or open,” Caring for You said.
Simultaneous use of Zoom Team Chat and Zoom Phone has improved customer service by allowing continuous communication around customers’ accounts between staff, all in the background.
“With features like screen-share, annotate, and remote screen control, we found that we could train someone pretty much as well as we would sitting next to them,” Caring for You said.
Prior to the COVID-19 global pandemic, the agency’s staff would usually fly in from various locations for in-person training, but with border closures in place, it simply wasn’t possible. “If we didn’t have a solution like Zoom, we couldn’t have on-boarded people in remote areas or different states. Now we’re pretty much able to hire and train nationwide,” Caring for You said.
The Zoom platform effect
As an organisation built around helping others, Caring For You uses the convenience of Zoom’s all-in-one communications and collaboration platform to help create a more relaxed atmosphere for agents to serve their clients. Rather than waste time toggling back and forth between applications, the agents have immediate access to internal help as well as the ability to communicate with clients simultaneously.
Looking ahead, Caring For You is excited to have a collaboration platform in place that can scale as the organisation grows and sustain the pace of rapid innovation.