Observe.AI > Case Studies > Professional Training & Coaching Company scales performance management with Contact Center AI

Professional Training & Coaching Company scales performance management with Contact Center AI

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Company Size
1,000+
Region
  • America
Country
  • United States
Product
  • Contact Center AI
  • Observe.AI
Tech Stack
  • AI-powered QA evaluation forms
  • Automated transcription and analysis
Implementation Scale
  • Enterprise-wide Deployment
Impact Metrics
  • Customer Satisfaction
  • Productivity Improvements
Technology Category
  • Analytics & Modeling - Predictive Analytics
  • Analytics & Modeling - Real Time Analytics
Applicable Industries
  • Education
Applicable Functions
  • Human Resources
  • Sales & Marketing
Services
  • Training
About The Customer
The customer is one of the largest coaching and training companies in North America. They provide a unique and highly effective lead generation system for real estate agents, along with comprehensive business coaching and training programs. To date, the company has helped more than 3 million people in 37 countries improve their business, increase their net profit, and enhance their quality of life.
The Challenge
The company, one of the largest coaching and training companies in North America, lacked a quality assurance process. There was no way to ensure that guidelines were being followed, supervisors were unaware of which associates needed help with their scripts, and top performers weren't being monitored, making it difficult to extract best practices to share with the rest of the team.
The Solution
The company implemented Contact Center AI from Observe.AI to streamline processes and implement data-backed scorecards that improved employee onboarding and supercharged performance & coaching programs. The AI-powered QA evaluation forms allowed the company to provide feedback to client care representatives in a faster, smarter, data-driven way. The company was able to increase its monthly call evaluation count from 55 calls in April to 205 call evaluations completed in July, increasing their monthly output by 73%. The company plans to extend the use of the Observe.AI platform to go beyond client care into sales and beyond.
Operational Impact
  • Streamlined processes and implemented data-backed scorecards
  • Improved employee onboarding
  • Supercharged performance & coaching programs
  • Established one source of truth for their associates to see how they were performing across key metrics
  • Fostered a culture of improvement
Quantitative Benefit
  • 84% increase in performance score averages
  • 73% increase in evaluations completed
  • 10% increase in CSAT

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