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Turning Service Into Sales Online

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Purpose - To help frontline contact center agents and their managers:

  • Understand the link between service and sales
  • Apply a four-step LEAP Model (Listen and Look, Explore needs, Act on opportunities, and Propose next steps) to expand customer interactions beyond the point of the initial service request
  • Identify sales opportunities and apply a questioning strategy to explore them
  • Use “speed statements” to create compelling sales recommendations
  • Employ closing techniques that get the business
  • LEAP live back on the job

What Is Included

With Turning Service Into Sales Online, you can train one agent at a time or your entire contact center.  Six online modules are accessible 24-hours a day, seven days a week and are designed to be completed in four hours. This flexibility enables agents to train during periods of low call volume and maximize downtime spent at their workstations.  Laura, the course’s animated narrator and online coach, guides agents through the modules, encourages them throughout the program, and provides immediate audio feedback to their course responses. 



With multiple opportunities to improve skills through interacting with the course material (75% interactivity!), agents stay engaged and retain what they learn.  Other course skill-building components include a record and playback capability, as well as multiple customer simulations for applying skills in on-the-job situations.   Finally, a cumulative exam offers the opportunity for both the organization and the individual to confirm mastery of the course material. 

The course is easy and convenient to access.  Recognizing that agents may need to interrupt their training to attend to customer calls, it book marks progress in the course and returns agents to their point of departure upon their return.  Turning Service Into Sales Online can be implemented as a stand-alone training intervention or as part of a more comprehensive blended solution.  Turning Service into Sales Online is available in both high and medium bandwidth versions, to accommodate a range of organizational capabilities.

Module 1: Expanding the Service Definition

Overall Objective—Define the importance of the agent’s role in meeting customer needs, ensuring customer satisfaction, and increasing profitability.  Understand the value of applying a Customer Interaction Model, focusing on the LEAP addition.

Key learning outcomes:

Module 2: The LEAP Model—Look and Listen

Overall Objective—Demonstrate, identify, and practice how to look and listen for sales opportunities.

Key learning outcomes:

Module 3: The LEAP Model—Explore Needs

Overall Objective—Demonstrate and practice how to explore needs to determine recommendations for opportunities.

Key learning outcomes:

Module 4: The LEAP Model—Act on Opportunities

Overall Objective—Demonstrate acting on sales opportunities to ensure behavioral change on the job.

Key learning outcomes:

Module 5: The LEAP Model—Propose Next Steps

Overall Objective—Demonstrate process and procedural knowledge to ensure customer understanding and a highly satisfying experience.

Key learning outcomes:

Module 6: The LEAP Model—Putting It All Together

Overall Objective—Test understanding of the Turning Service Into Sales concepts through quizzes and understand the skills and techniques for turning service into sales during simulated calls to ensure transference to the job.

Key learning outcomes:

Delivery Options

The workshop is typically facilitated as one and one-half days of instructor-led training followed by one-half day of practice with the facilitator. The intensive practice and feedback, including the role-play skill practices, require one facilitator for up to nine to 15 participants.

Omega Performance can lead the program, one of our leaders can lead the first workshop and then provide leader training for your leaders, or we can co-facilitate the workshop with a trained organization leader.