Practical advice for educating employees about your eCommerce platform

There are two groups of people in your eCommerce organization that are on the front-line of dealing directly with customers each day: the help desk and the call center.  Yet when we think about the software development release cycle, it’s easy to focus all of our attention on the planning, development, and testing cycles for release management  and forget about the people who provide operational support.

The work to keep the help desk and call center in the know is not difficult, but it does require periodic and intentionally focused effort. There are a few things I’ve learned over the years to help keep the front line up-to-date.

1. Make sure they are on the distribution list for release notes

You may release distribute release notes via a blog post, email, forum, group ware, etc. The point is to make sure the help desk and call center are hooked into your distribution method. The purpose of the release notes is to inform the two groups about incremental changes taking place with the eCommerce site.

2. Schedule a full site review at periodic intervals

Since the help desk and contact center may have higher turnover than some areas, it’s a good idea to offer full site reviews for new employees. I’ve seen full site reviews as a series of screen shots as well as a live demonstration of the site.

Screen shot documentation is useful to have for reference, especially if there are screens that are several clicks off the typical purchase funnel path. But the screen shot compilations are time consuming to maintain and easy to push to the back of your “to do” list. So you have to carve out time to do it.

Regardless of if you update such a document with each release it is good to have an off-line screen capture document created at least once each year so that you maintain a historical archive of screen flows. That makes marketers and historians happy when they want to peer into the past.

There are a few important aspects to capture in the full site review to give the help desk and call center targeted information that they may need to resolve customer questions:

* How the customer finds information for additional help. This might include email, eChat, FAQs, and the phone number listed. Pay particular attention to the FAQs. They are often forgotten and may contain outdated information.

* Who to contact if product information needs to updated. Customers may often want to get clarification on the product description or specifications. If the eCommerce product page contains incorrect product information or could use an adjustment, the help desk and contact center need to know who the product manager is so they can have it updated.

* How pricing works. Make sure the agents know how pricing works on the site, especially delivery pricing.

Other important questions will come up during your review that are specific to the content and flow of your site. A full site review also gives you a chance to hear about voice of customer concerns directly from those who talk to the customer. So you can expect to learn things you didn’t know, or really didn’t expect to hear about how customers are using the site.