How to set customer service goals

Providing exceptional customer service is no longer a differentiator, it's an absolute necessity. But simply saying you prioritize customer service isn't enough. You need to set clear, measurable goals to track your progress and ensure you're meeting the ever-evolving needs of your customers.

This comprehensive guide will equip you with everything you need to set effective customer service goals in 2024. Learn about the different types of customer service goals, explore key considerations for setting SMART goals, and provide actionable steps to guide you through the process. By the end of this guide, you'll be able to craft a customer service goal strategy that drives positive customer experiences and business growth.

What are customer service goals?

Customer service goals are the strategic objectives your organization sets to deliver exceptional service and keep your customers happy. They define the standards you strive for across all customer interactions, from phone calls and emails to social media and live chat – channels that can be unified in one, innovative software solution to keep your customer service team on track and as transparent as possible. 

These goals aren't just about resolving issues quickly; they encompass the entire customer experience, aiming to make every interaction helpful, efficient, and even delightful. Ultimately, well-defined customer service goals serve as a roadmap for continuous improvement, ensuring your team consistently meets and exceeds customer expectations.

Why are customer service goals important?

Investing time and effort into crafting strong customer service goals is an investment in the future of your business. By prioritizing the customer experience, you'll cultivate loyalty, drive growth, and ensure your company remains at the forefront of customer satisfaction. They're a fundamental element of building a thriving business. Here's why setting clear goals matters:

• Focus and direction: Goals provide a roadmap for your customer service team, ensuring everyone is working towards the same objectives. This fosters a sense of purpose and keeps everyone aligned on what constitutes excellent service.

• Improved customer satisfaction: By setting goals that prioritize areas like first-call resolution and response times, you directly address factors that impact customer satisfaction. Reaching these goals translates to happier customers who are more likely to return and recommend your business.

• Measurable progress: Well-defined goals allow you to track your progress over time using key metrics. This data-driven approach helps you identify areas for improvement and celebrate successes, fostering a culture of continuous learning and growth within your team.

• Competitive Advantage: In today's market, exceptional customer service is a key differentiator. By setting ambitious yet achievable goals, you can elevate your service standards and create a positive brand experience that sets you apart from the competition.

How to set up SMART goals?

Now that you understand the importance of customer service goals, let's kickstart the process of creating them using the SMART framework:

Specific 

• Vague goals like "improve customer service" lack direction.

• Be specific! Instead, aim for a goal like "increase first call resolution rate for technical issues by 10% within the next quarter."

• This clearly defines what you want to achieve and by how much.

Measurable 

• How will you know if you've achieved your goal?

• Identify relevant metrics to track progress.

• In the previous example, "first call resolution rate" is a measurable metric that allows you to monitor your progress over time.

Achievable 

• While ambition is important, set goals that are realistically attainable with the resources and capabilities of your team.

• Consider factors like current performance levels, workload, and available training opportunities.

• Setting unrealistic goals can demotivate your team.

Relevant

• Ensure your goals align with your overall business objectives and customer needs.

• For instance, if a major goal is to increase customer retention, your customer service goals might focus on improving product knowledge or handling customer complaints efficiently.

Time-bound

• Establish a clear timeframe for achieving each goal.

• This creates a sense of urgency and allows you to track progress towards deadlines.

• In our example, "within the next quarter" provides a specific timeframe for achieving the desired 10% increase.

Additional best practices for setting up customer service goals

The SMART framework provides a solid foundation, but here are some additional tips to ensure your customer service goals are truly effective:

Define and consider your business vision

Start by reflecting on your company's overall vision and goals. How does exceptional customer service contribute to achieving those goals? Aligning your customer service goals with the broader business vision ensures everyone is working towards the same objectives.

Determine the needs of your customers

Your customer service goals should directly address the needs and expectations of your customers. Conduct surveys, analyze customer feedback data, and identify areas where your service can be improved. Focusing on what matters most to your customers will lead to more impactful goals.

Involve your team and ensure proper training is in place

Involve your customer service team in the goal-setting process. Their input will provide valuable insights and foster a sense of ownership towards achieving the goals. Ensure your team has the necessary training and resources to succeed. A well-equipped team is more likely to achieve ambitious goals.

Have a plan

Don't just set goals and hope for the best. Develop a clear plan that outlines the steps your team will take to achieve each goal. This plan might involve implementing new processes, investing in new technology, or providing additional training.

Continually monitor progress and gather feedback

Regularly monitor your progress towards your goals. Track key metrics and analyze data to identify areas for improvement. Be prepared to adapt your goals or strategies if needed.

Remember, customer service is a continuous improvement process. By gathering feedback from your team and customers, you can ensure your goals remain relevant and effective.

15 customer service goals you should establish for 2024

Having outlined the importance and methods for setting effective customer service goals, let's dive into 15 specific goals you can start developing in 2024:

1. Increase net promoter score (NPS) by x

The NPS is a leading indicator of customer loyalty. Setting a goal to increase your NPS by a specific percentage within a defined timeframe pushes your team to focus on delivering exceptional experiences that turn satisfied customers into promoters of your brand.

2. Lower response times by x (FRT)

Speed is key in customer service. Setting an intentional goal to reduce your First Response Time (FRT) by a specific amount ensures customers receive a timely acknowledgment of their inquiries, demonstrating your commitment to addressing their needs promptly.

3. Reduce resolution times by y%

While addressing inquiries quickly is important, efficiently resolving them is equally crucial. Committing to a strategy to decrease resolution times by a specific percentage translates to faster problem-solving, minimizing customer frustration, and improving overall satisfaction.

4. Increase ticket closure rate by y%

A high ticket closure rate indicates your team is effectively resolving customer issues. Generating a shared goal to increase your closure rate by a specific percentage focuses efforts on streamlining processes and ensuring inquiries are addressed definitively.

5. Have CSAT (Customer Satisfaction Score) of at least z%

The Customer Satisfaction Score (CSAT) measures a customer's satisfaction with a specific interaction. Setting a goal to maintain a CSAT score of at least a specific percentage ensures your team is consistently delivering experiences that meet or exceed customer expectations.

6. Reduce customer effort

Customers shouldn't have to jump through hoops to get help. Set a goal to reduce customer effort by focusing on self-service options, intuitive knowledge bases, and streamlined processes. This ensures a smoother customer journey and minimizes frustration.

7. Increase customer advocacy

Loyal customers who actively promote your brand are invaluable assets. Establish a benchmark to increase customer advocacy by encouraging positive reviews, offering referral programs, and fostering genuine customer relationships.

8. Increase customer surveys by x

Customer feedback fuels improvement. Set a goal to increase customer survey completion rates by a specific percentage. This allows you to gather valuable insights into customer sentiment and identify areas for improvement.

9. Reduce cost per contact (CPC)

While exceptional service is key, efficiency matters too. Set an actionable expectation to reduce your cost per contact by focusing on streamlining processes, implementing automation where relevant, and resolving issues effectively on the first contact whenever possible.

10. Improve customer onboarding processes

A smooth onboarding experience sets the tone for the customer relationship. Try setting a goal to improve your onboarding processes by providing clear instructions, offering readily available support, and ensuring a positive first impression.

11. Create or improve personalization strategies

Customers appreciate feeling valued. Set a shared goal to follow through on improving personalization strategies by leveraging customer data to provide targeted support, offer relevant recommendations, and create a more tailored customer experience.

12. Optimize mobile friendliness

Mobile devices are a dominant communication channel. Set a goal to optimize your mobile customer service experience by ensuring your website and support options are user-friendly and accessible on all devices.

13. Implement omnichannel strategy

Customers interact with brands on various platforms. Set a goal to implement an omnichannel strategy that provides seamless customer service across all channels, such as phone, email, social media, and live chat. This ensures a consistent and convenient experience regardless of how a customer chooses to connect.

14. Utilize self-service and automation

Empowering customers to find solutions independently can be beneficial. Set a SMART goal to utilize self-service options and automation effectively by offering a comprehensive knowledge base, implementing chatbots to answer basic inquiries, and streamlining processes to allow customers to resolve simple issues on their own.

15. Enhance social media presence

Social media is a powerful customer service tool. Set a target as a team to enhance your social media presence by actively monitoring mentions, promptly responding to inquiries, and fostering positive customer interactions on social media platforms. This demonstrates responsiveness and builds trust with your audience.

Build on your customer service goals today with Freshworks!

Now that you're equipped with a roadmap for crafting impactful customer service goals for 2024, it's time to take action. Freshdesk empowers you to not only set these goals but also achieve them with greater efficiency and effectiveness.

This comprehensive suite seamlessly integrates Freshdesk's advanced ticketing and collaboration features with Freshchat's conversational AI interface and chatbots. This powerful combination allows you to:

• Automate repetitive tasks: Free your agents from handling routine inquiries by deploying intelligent chatbots that answer basic questions and resolve common issues 24/7.

• Enhance agent productivity: Leverage built-in AI features to empower your agents with contextual information, streamline workflows, and expedite problem-solving.

• Deliver exceptional omnichannel support: Provide a seamless customer experience across all channels, ensuring your customers receive consistent and helpful support regardless of how they choose to connect.

• Gain valuable data-driven insights: Track key metrics, analyze customer interactions, and leverage actionable insights to continuously refine your customer service strategy.

Ready to transform your customer service operation into a strategic advantage? Sign up for free today and see how Freshdesk can deliver SMART solutions for your team.