1<!DOCTYPE html>

Products & Services Customer Service Call Centers Process Design and Management

Management Activities in Service-to-Sales Conversions in Call Centers

ID: 4877


Metrics, Graphics

Pages/Slides: 10

Published: Pre-2016

Delivery Format: Online PDF Document


License Options:

Buy Now


Non-members: for a complimentary excerpt featuring this document please click here.

Study Overview:

Many call center leaders who implemented a service-to-sales transition acknowledged retrospectively that they failed to involve managers and supervisors adequately from the start in the conversion process and neglected to prepare them fully for their roles in the implementation efforts. Ensuring that managers and supervisors buy into the strategic shift for the organization is crucial to any successful service-to-sales initiative, as they are responsible for driving change through word and action on a daily basis.

This study stresses the importance of ensuring that managers and supervisors understand, support and actively convey the transformational leadership messages as part of their job functions. The research details how call center leaders can equip customer service managers and supervisors with the skills, tools and training they need to manage and motivate frontline representatives effectively through a successful service-to-sales change initiative.

Key Topic Areas:

  • Manager and Supervisor Influence on the Change Process
  • Managing Managers and Supervisors
  • Transactional Leadership: Managers’ Roles and Responsibilities in a Service-to-Sales Tranformation

Sample Best Practices:

  • Train customer service managers and supervisors before commencing the transition to a sales-oriented system.
*“Line managers and supervisors significantly impact sales performance, they have to have the skills and product knowledge to effectively engage – walk the floor – and lead by example,” said a senior call center executive stated. On average training involves about 40 hours.
  • Work to achieve buy-in from managers and supervisors as a top priority for the service-to-sales transition.
*One call center executive noted, “All of your progress, successes and failures fall squarely on the shoulders of the managers’ and supervisors’ ability to execute…you have to get supervisors very comfortable and successful. As fast as they go, that is as fast as your growth will go.”
  • Designate “time on the floor” as a primary duty for managers and supervisors to ensure growth of sales capabilities and achievement of sales goals.
*One company found that as its service-to-sales implementation progressed, some managers and supervisors “found” reasons to remove themselves from the floor and disengaged themselves from call center representatives.


This research originated from a Best Practices, LLC consulting project. It was conducted for a client and was based on interviews and surveys with executives and senior managers in the telecommunications, financial services, computer software and other industries.

Industries Profiled:
Computer Software; Medical Device; Financial Services; Telecommunications; Retail; Manufacturing; Professional Services; Computer Hardware; Service; Banking; Internet; Electronics; Chemical; Computers; Consumer Products; High Tech; Insurance

Companies Profiled:
Intuit; Fleet Bank; Vodafone; UMB; Wachovia; Littlewoods Ltd.; Yokogama America; Amerix Corporation; Medtronic; Embarq (formerly Sprint); NCR; Amylum Iberica SA; People's Bank; GE Money (formerly GE Consumer Finance); Royal Bank of Canada; AOL; SouthEast Telephone; Aliant Telecom; Tata Johnson Controls; AT&T; Texas Instruments; Wells Fargo; Travelocity; Bank of America; American Express; Bank One; Carlson Leisure; BASF Corporation; Bell South; Citigroup; Dell Computer; Dow Chemical; Eastman Kodak; Eaton Corp; EDS; Fidelity Investments; IBM; Lands' End

If you purchase Best Practice Database document(s), you will have 30 days from the date of purchase to apply some or all of the cost of the document(s) toward the cost of a Full Access Individual, Pharma, Group or University Membership. Write us at DatabaseTeam@bestpracticesllc.com or call David Guinn at 919-767-9179 if you have any questions.