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With labor shortages, supply chain issues, inflationary pressure, and customers’ increasing expectation for seamless service testing every company’s limits, organizations are looking for ways to help their workforce do more with less. This pressure is especially acute for customer service teams already prone to burnout and high turnover.
By deploying automation technology, organizations can empower service agents to do their jobs more efficiently, lower workplace stress, and advance their careers. And since customer service teams are often the face of the brand, happier agents translate to more satisfied customers, which also leads to better business performance.
At its heart, service automation is about making people’s lives easier. The technology is made up of a suite of tools that enable intelligent machines to take over time-consuming, repetitive tasks that humans used to do.
Here are three key benefits organizations see when they successfully leverage automation in service environments:
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Automation streamlines repetitive, menial tasks, helping agents become more efficient and productive and, ultimately, better serve customers. There are plenty of ways businesses can pinpoint tasks across an entire organization that is ripe for automation. Here are a handful of automation-based tools that can help save time, increase efficiency and improve the overall work experience for service professionals:
When tasks that took minutes or hours now take seconds, the time savings add up quickly in a high-volume contact center. With automation, service is also more consistent, with less room for human error or cases falling through the cracks, especially with many new employees.
No one enjoys spending time on repetitive tasks, digging for information across multiple systems, or dealing with frustrated customers who’s waited too long for a response. It’s no surprise that customer service teams grapple with low job satisfaction and high turnover, driving up costs for companies and a poorer customer experience.
According to Salesforce’s State of Service report, 67% of service decision-makers say that retaining employees is a challenge in the current market. But, when organizations invest in technologies like automation that empower agents to do their best work, more agents have begun to consider long-term career opportunities within the service sector. In fact, 85% of agents see a clear path for career growth — up from 67% in 2020 and 59% in 2018.
When automation is done right, it removes items from “to do” lists rather than adding steps to existing processes. These tools can reduce tedium, stress, and burnout among agents by cutting down on manual tasks, taking over simple queries and breaking down complex customer issues with guided steps and recommendations.
With the service team growing more efficient, customers are less likely to wait an extended period for resolutions and take their dissatisfaction out on agents. Service professionals can focus on tasks that require a human touch, like connecting with customers in personalized ways that drive long-term brand loyalty.
In the same survey, nearly 70% of service leaders identified a lack of access to career development opportunities among their departments’ top challenges. The absence of avenues for career growth contributes to low morale and high turnover among agents and prevents departments from achieving a higher level of service.
Automation can free up time for agents to continually enhance their skills and advance their careers. Time freed up thanks to automation can be allocated to perfecting essential skills such as active listening and empathy or learning new skills such as identifying a sales lead and technologies such as no-code and low-code tools. These tools empower agents with a new technical skill set they can use to remove inefficiencies and better serve customers. Innovative learning platforms can even recommend bite-sized learning content customized to an agent’s skill level and incorporated into their work.
Continuous on-the-job learning makes agents more fulfilled and less likely to quit. It also sets them up to improve customer experience and deliver on the promise of turning the service team into a value center.
To take advantage of the benefits of automation, start small. Identify a few high-value areas that are ripe for improvement, such as those around simple, high-volume customer requests. Or begin by automating a single step in a more complex process. Learn from this experience and then adopt best practices to build on your success across the organization. Try to deploy these automation tools in close coordination with the IT department to speed up implementation and ensure readiness for future expansion. The most important thing, though, is to get started — there’s no time to waste in today’s business environment.
Nga Phan is SVP of service cloud product strategy at Salesforce
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How to quickly rearrange pages in Microsoft Word
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Moving entire pages takes a bit of effort because Microsoft Word doesn’t recognize them. It’s a bit awkward unless you know these three techniques for rearranging pages in Word.
Rearranging content in a Microsoft Word document is easy most of the time. You can quickly select sentences, paragraphs, graphics and so on and then cut and paste or move the selection up or down using Shift + Alt + Up/Down. These are only a few of the many ways Word helps you move content.
The one element Word doesn’t support autonomously is the page. There’s no quick-click selection for selecting and moving a page. In this tutorial, I’ll show you three easy ways to rearrange Word pages.
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I’m using Microsoft 365 on a Windows 10 64-bit system, but you can use earlier versions. Word for the web supports these methods. The Navigation Pane is available in Word 365 through Word 2007. The Clipboard history is available in Word 365 through Word 2013. For your convenience, you can download the demonstration .docs and .doc files. Only the first method will work in the older .doc format.
It’s easy to jump right to Windows’ classic cut and paste feature when moving data, but doing so can be a bit awkward when moving pages. Because cut and paste is a standard, let’s use it to move a page in Word:
Figure A
If you’re only moving one or two pages, cut and paste is adequate. If you have a lot of rearranging to do, consider using Word’s Navigation pane
If you change your mind or make a mistake, press Ctrl + Z to undo the move.
Word’s Navigation Pane displays your document by Headings and Pages. For the former to work, you must use World’s built-in heading styles.
To open Word’s Navigation Pane, click the View tab and check Navigation Pane in the Show menu. Then, click Pages.
Figure B
As you can see in Figure B, Word displays a thumbnail for each page in the document. If the page you want to move begins with a built-in heading style, this is the quickest way to move an entire page. To demonstrate, do the following:
Figure C
If you’re working with the demonstration Word document, you can see that the red page is now at the end of the document. The first page is green with the Themes heading. If the page you want to move doesn’t have a built-in heading at the beginning of the page, you can still use the Navigation Pane:
Now, the page will show up in the Headings section in the Navigation Pane. After moving the page, remove the temporary heading style.
There’s one small catch to using the Navigation pane: The first heading shows in the Navigation Pane. If there’s a higher-level heading elsewhere on the same page, the move begins with that higher-level heading, not the first heading on the page. This is something to watch out for because there’s no way for you to know that the heading in the Navigation Pane isn’t the highest-level heading on the page.
Sometimes you might want to move multiple pages. For instance, you might want to swap the position of two or move pages. You could do that with cut and paste or the Navigation Pane, but there’s an easier way.
At this point, you’ve learned two easy ways to move one page at a time in a Word document. Now let’s focus on a method that lets you move multiple pages quickly — the extended Clipboard, also known as the Clipboard history. To use this feature to swap two pages or several pages, do the following:
Figure D
Repeat the steps above to move as many pages as you like. Using the Clipboard history, you can move many pages at the same time. To learn more about the Clipboard history, read How to get more out of your Clipboards in Microsoft Office.
Your version of Word might limit you to the first method. However, if you have a recent version, the Clipboard history is probably the quickest method and eliminates the problem of moving a section of a page when the heading at the beginning of the page isn’t the highest-level heading on the page.
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How to quickly rearrange pages in Microsoft Word
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The Workday document integration uses your HCM data in DynaFile to complement your workflow. After documents are filed, you’ll have seamless role-based access, retention schedules for older records, the ability to create approval workflows, and much more.
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