Tag Archives: telephone mystery shopping

Charity Fundraising Supervision with Mystery Shopping

The UK public is hugely generous when it comes to giving to its favourite charities. Making sure that this generosity is not abused is important, not only for those individuals donating, but also for the charities conducting the fundraising.

Fundraising Jar - Money collection Mystery Shopping

Charity Fundraising Mystery Shopping

For the charity sector ensuring that fundraising activity is conducted in the right way is critical for all stakeholders. The Institute of Fundraising lays out its key code of practice to help charities ensure they go about fundraising activity with due care and consideration for all individuals making donations.

The Importance of Charity Supervision

Recent news articles have shown how important this can be with a number of well known charities coming under the spotlight, from both politicians and the general public alike. Negative news headlines are not good for fundraisers, charities or the recipients of donations. If policy makers and government find that voluntary codes of conduct are not adhered to, then enforced regulation will undoubtedly follow.
To ensure that the reputation of the sector is maintained ‘The Charity Commission’ laid out some key fundraising principles in CC20 Charities and Fundraising Guidance to help.

Fundraising Principles for Trustees - Chart

Fundraising Principles for Trustees – Source: The Charity Commission

Who is responsible for ensuring compliant and ethical fundraising?

With Trustees and Managers on the front-line of supervision, the lessons from recent negative publicity are clear. Charities need to ensure their house is in order to avoid stricter government regulation and bad publicity.

The recently published Etherington Report indicated three lines of defence to safeguard individuals from charity fundraising where the usual standards fall short of an acceptable level. At the same time there is a need to balance the needs of a charities ability to ask for donations, with an individuals right to be left alone through a fundraising preference service currently in the process of being developed.


Fundraising methods which can be mystery shopped (Supervise your Fundraisers)

With the fundraisers using many different methods of collection  there is a number of areas which can be potentially problematic. Whether this is through telephone fundraising, street fundraising or in high street charity shops. Providing a service which follows the codes of conduct is in the best interest of all parties concerned.

Providing an additional layer of audit for your charity

Tern can support you with charity supervision by providing you with mystery shopping in any of the fundraising routes above, giving you the ability to fix any potential issues. Mystery shopping can also act as a support for your second line of defence checking.

To see how we can help you with your supervision fill out our charity mystery shopping discussion form.

Our experienced support managers will help guide you with best practice.

Links to Useful Charity Organisations.

Institute of Fundraising
Fundraising Standards Board
Small Charities Coalition
Charity Commission

Call centre mystery shopping

How to get the most out of Call Centre Mystery Shopping.

Written by James Harper – Tern Consultancy Ltd – Linkedin  23/10/2014

Automotive Mystery Shopping for Car Dealerships, Manufacturers and Auto Services  Whether it’s assessing car showroom standards, service desk knowledge or the selling skills of the dealership representatives, the evidence we gather puts you in the driving seat of your customer experience.  Our mystery shopping programmes are built to look at key moments within the customer journey to help you understand and evaluate a range of factors.  With new car sales in a dynamic period of growth ensure that you maximise your business and sales potential with greater insights on performance.  ‘UK new car market up again in August 2015, marking 42nd consecutive month of growth’ http://www.smmt.co.uk/ 04/09/2015  Each programme that we deliver is made-to-measure to fit the requirements of your business model. We will support you in that process with the benefit of 25 years of experience.              Call us on 01939235555  Contact Us Client Video Testimonials  Automotive Mystery Shopping  How we conduct the automotive industry mystery shopping visits.  We can audit your business whether you're a vehicle showroom, tyre service centre or car hire company, by capturing hard evidence to assess areas of importance to you. We do this by using either video mystery shopping, audio device recording or getting our mystery shoppers to complete detailed written mystery shopping reports.   Watch the sample video.   What can we cover:  Showroom standards and presentation Test drive delivery and sales representative product knowledge Knowledge of automotive finance options and dealership event incentives Aftersales quality checking With this information you can:   Understand missed sales opportunities and implement training for improvement. Identify at dealership level, areas of non-compliance and poor service Verify that advertising campaigns are launched on time and executed properly Seek opportunities to improve the consumer journey from the initial enquiry How we deliver the reports and visit analysis:  After the visits/reports have been completed you will have access to a comprehensive suite of mystery shopping reports delivered through our online dashboard.

Call Centre Mystery Shopping – Telephone Mystery Shopping

We have all been there and unfortunately it’s happening with increasing frequency, press one for sales, press two for enquiries, press three for billing and four for any other enquiry. It’s at this point when our hearts sink as we realise we are about to disappear into a labyrinth of sub menus before we get to speak to a real person. I’m sure that most of us are in favour of efficiency savings and streamlining processes but sometimes the customer experience can be lost in automated call routing systems. What we need here is some call centre mystery shopping.

How many times have you been frustrated wasting your time on hold?

Consumers will accept automated call services to a degree as they realise it supports getting better value products and services and in some occasions results in a shorter calls. That said once you manage to get through to a call handler or operative the way the call is managed is extremely important, providing anything other than an excellent service can cost your business lost revenue and lose you customers. 

Whilst mystery shopping your contact centre can’t adjust the fundamental dynamics of how your calls are routed, you can still ask your mystery shoppers to provide feedback as a focus group. By conducting call centre mystery shopping you will be able to identify issues and problems you might not have known existed with either the call routing or service levels.

Do you rely to heavily on your contact centre call board to tell you the customer experience?

The numbers on the call centre dashboard are all people with different perceptions of your business, as they listen to your call hold music there opinion is being shaped before they even get to speak to the person they need.

You most likely record your calls already so it is possible for you to review a call when a complaint is made and see where a call operative has gone wrong. You can even ask for customers to complete an automated customer satisfaction survey at the end of the call. However sometimes this does not give you the complete customer picture. You can read more about our thoughts on mystery shopping vs customer satisfaction in our blog and why a customer satisfaction responses from real customers will only give you part of the picture and is not a complete measure of service.

What are the benefits of  Mystery Shopping your Call Centre?

Using mystery shopping for your call centre, as opposed to post customer satisfaction surveys, means that you can approach the service with predefined set of measures in place.  Customer Experience Managers, this is our call as customers for you to you to understand the full customer journey for your call centre. Why wait for the complaint to shape your approach to business change. Customer apathy towards modern call centres is well documented and has taken many column inches in our tabloids, a bleak picture of our customer relationship with call centres indeed ‘UK call centre customer service ‘in decline’  Browen Morgan – Research Live.

This is why when the call is finally answered the operative should be  courteous, polite and have the ability to resolve the customer query in the right way. If you have a known problem you can address it by making  sure that you can bring a record of it to your training sessions and then use mystery shoppers to ensure that is has been removed from the system.

So have you ever wondered how good your contact centre really is?

A high number of call centres in the UK are using call centre mystery shopping as a way of regularly reviewing performance with a view to enhancing customer service and improvement training.

By conducting call centre mystery shopping you can separate the experiences out from your main accounts and complete a survey defined against company standards.

You can consider the call from a number of perspectives and the mystery shopper can score the call operative alongside the brief. You might do this might be in relation to a compliance requirement but equally the way the call is handled in terms of customer journey can be measured, just like any other mystery shopping exercise:

Before you embark on a mystery shopper programme for your call centre you might like to consider the following points.

  • Are the call centre mystery shoppers roleplaying a new or existing customer?
  • Does the mystery shopper need a fake account number?
  • How far does the role play need to extend before shopper exits the call?
  • What am I trying to measure or understand?

If you’re considering running a call centre mystery shopping programme, Tern provide can provide you with guidance and we can tailor the programme to your needs. We can measure areas in isolation or as a complete customer  journey.

For more information on how we can help contact us today. For more information on how online an telephone journeys interact with other distribution channels go to our page on online and call centre mystery shopping.