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  • Writer's pictureStephanie Edwards

E-Learning for Customer Service: Achieving Participant Buy-in April 13th 2021

New recruits joining organisations in the next few years will have e learning expectations when undertaking various forms of training or updating - so organisations must respond now to meet this demand in the future. COVID has made all organisations revisit methods of training to meet this expectation.

Customer Service Training as the Solution

The question now becomes: what form of e-learning will really make the difference in motivating my employees to behave in the right way?

eLearning as a More Effective and Far-Reaching Solution

Improvements in the levels of service received and perceived by customers demand a more flexible and far-reaching means of transforming attitudes and behaviours of employees. The relatively narrow confines of the customer care course in the company training room are sometimes too limiting on their own. Companies need to find ways of linking their employees together - right across the organisation if possible - with access to a wide range of knowledge sources, subject matter experts, examples of best practice and other peoples' experience of customer service. Look for a more effective and thought-provoking method of engaging employees in the means of achieving service excellence.

So what about eLearning?

Could the answer to achieving this additional and more far-reaching impact lie in on-line learning solutions? The flexibility and convenience of on-line courses can work wonders for organisations - especially those that are trans-national or even global. The ability to bring together geographically scattered employees turns eLearning from a cost-saver (probably the accepted view from the past) to an enabler. It can be the only realistic way of delivering training and of spreading a consistent customer service message across large organisations. And, done in the right way, it is capable of motivating and inspiring employees to turn around their level of service quality.

And yet, for Customer Service, eLearning, especially blended e-learning (which supplements the core, on-line content with a range of other learning resources/methods, such as face-to-face, peer collaboration , on-line tutor support and informal learning) does offer tremendous potential if it is implemented in the right way. One might ask: "Can you learn about customer service on-line? Isn't customer service mainly about soft skills, best developed on the job? What about the practical, communication-based competencies?" Yes, you can develop those sorts of skills and competencies in the training room, in the office, and in the contact centre, but a key advantage of online courses is that it can give employees the golden opportunity to talk to each other - in a structured way - about the knowledge, skills and competencies that make the difference for customers. Participants often relate online discussions to what they are actually doing in their customer service role. In short, participants can take more control of their learning.

What Makes eLearning Successful?

The key to effective e-learning is focusing on the participant, not the technology. Simply saying we support blended learning solutions is not enough. We must work much harder to integrate e-learning into broader learning and performance support activities. The best organisations are doing this, but the worst are simply making e-learning available to the individual on their PC and hoping that something will happen as a result. e-learning is about learning not technology.

Some on-line courses have relied too much on the content and technology, but paid too little attention to the participant and the learning process itself. If the content is good, it will be useful to participants, and capable of improving their job performance. However, unless the learning methods and all the other elements that surround the content are appropriate and motivating for the participant, the real learning taking place can be limited

More and more organisations are creating or commissioning their own online learning programmes. Some are successful, but many in the past have disappointed both participants and the sponsoring organisation. Why is this? Discerning managers and educators are re learning an age-old lesson: learning is not just about absorbing factual information - it is much more about participants creating, sharing, developing and applying knowledge to real-work situations.

How to Achieve Participant Buy-In

One critical ingredient of any form of successful learning is participant buy-in. In the training room it tends to originate from learning alongside others, being led by a charismatic trainer. How often have we heard a participant say, "What I really enjoyed was talking to people from other parts of the company"? With on-line learning the buy-in results from socialisation with other participants and the on-line tutor, if this system is used.

e-learning need to generate and maintain an on-line community amongst its participants. The course is not simply a set of individuals, beavering away at their own time and in their own place. An on-line community brings the participants together with a clear (but often not fully pre-determined) sense of purpose. It can take on its own momentum, and participants in the community are motivated to continue to go on-line, synthesise discussion points, post their own and engage in genuine learning.

The key point here is that socialisation is now made much more possible, convenient and enjoyable by the technology. Blogs, forums, social networks, and the other, fast-expanding opportunities presented by the internet make it far easier to incorporate socialisation into a learning programme. Many organisations already use blogs, wikis and forums, for example, to enable employees and customers to collaborate on projects. Not only can that add to opportunities for customer service improvement, but the participants will also improve their ability to work with others, to communicate and collaborate - developing those critical business skills further.

Important aspects of e-learning

Components of Online Community

  • The skills of the On-line Tutor - this includes both subject matter expertise in customer service and competence in supporting, monitoring and motivating participants.

  • The participants themselves, who may be from different cultures and backgrounds, with different preferred learning styles and also varying educational ability and IT skills.

  • The key factors which will motivate participants - in the case of customer service these need to be closely linked to the organisation's own approach to customer service - such as its customer service strategy or framework, and preferably the organisation's own, distinctive service culture.

  • The technology itself - computers, internet connection speeds, the software being used and the provision of technical support.

  • The specific Virtual Learning Environment (VLE) or Learning Management System (LMS), and how well it encourages On-line Community.

  • The course content and design, including, critically, the design of high-impact on-line activities.

  • How On-line Community is built and consolidated through each of the learning activities.

  • An on-line tutoring strategy - how the On-line Tutor will engage with participants. For example, a strategy in which the On-line Tutor leads the activities and provides providing encouraging feedback to participants, helping the group to draw out the learning points, will often be more successful than one where the On-line Tutor takes a more passive role.

Review the "Components of On-line Community" and ensure that there is a high degree of socialisation and collaboration, generating the ongoing motivational spark in your on-line medium.

Effective Online Tutoring

In face-to-face training courses, the role of the trainer is absolutely key; likewise in e-learning the On-line Tutor really is an essential element. Your employees will only really succeed in numbers if there is a skilled, committed and motivational On-line Tutor playing a leading role in the on-line course. The On-line Tutor largely operates through the eLearning activities themselves - these activities, with the Tutor's contribution - can provide the motivational spark that is the basis of successful on-line collaboration.

Successful eLearning Activities

Pay close attention to the e-learning design. The on-line course content and structures - including its resources, discussion topics and collaborative tools - should blend together in a way which encourages interest, discussion and learning.

Well Designed eLearning Activities

eLearning activities should be:

  • Motivating, engaging, relevant and purposeful.

  • Based on some interaction between participants (and the Online Tutor) - in many cases through the medium of written message contributions, but increasingly through audio- and video-enabled tools.

  • Designed and led by the On-line Tutor.

  • Asynchronous (i.e., they take place over time, allowing participants the flexibility of learning at times which suit their job and lifestyle) - but nevertheless involve the whole learning group focusing on the same set of topics during the same time period.

  • Easy to run - usually through text-based web tools like forums, wikis, blogs and assignments.

  • Summarised, with feedback or critique from the On-line Tutor, or sometimes the participants themselves - this key stage draws out the learning points from the activity.

Maintaining Progress

E-learning can suffer from the same problem as conventional distance learning courses - that of high drop-out rates. But why do participants drop out? Employees have many competing demands on their time, both at work and at home. See it from a participant's point of view. Design your e-learning around the factors that will maintain the progress of your participants. As a general rule, the activities that will remain on an individual's agenda over any length period of time have to include one or more of the following characteristics:

  • Essential - if my training programme is a compulsory part of my development activities at work, then I will certainly remain engaged. However, there should be other reasons that really motivate me to become wholeheartedly involved.

  • Enjoyable - it is a positive experience which I look forward to, and in those moments when I am deciding which of a range of competing demands to engage in, I'll often choose the learning, because I know I'm going to enjoy it and find it rewarding.

  • Structured - if there is a clear, predetermined structure to my learning programme, such as completion dates and times, or I can access the learning at certain times of the week, then my mind is predisposed to expect the learning to take place. Any doubts I might have are lessened by my assumption that I will do the learning.

  • Social - people are social beings, and we all enjoy activities where we relate to other people. If we can actually make friends through our learning, then we will be motivated to keep returning to the discussion forum or to see the latest news about the ideas and activities of our new-found on-line buddies.

  • Supportive - we need support from the friends we make online, together with our Online Tutor and even the technology and resources that are made available. If they support me in my learning endeavours they will help me to be successful, take my learning forward and build my confidence and desire for more learning.

Taking Learning to the Next Level

The final critical element in the successful e-learning programme is the development of learning itself. Training and learning is not, for participants, simply a matter of taking on a body of knowledge. Yes, there will be important knowledge requirements that you wish to get across in the programme - such as how employees should deliver their service to customers, how to handle problems, and so on. But participants need to develop their own knowledge and understanding to higher levels.

The graphic "Moving from Shallow to Profound Learning" displays three stages of learning that typically exist for participants as they progress through an eLearning course. At the lowest level they are engaging in "shallow" learning, becoming familiar with the use of the system, and introducing themselves to the On-line Tutor and other participants. They begin to learn - taking on new knowledge and concepts.

Next, at a "deep" level, they progress in their learning, beginning to understand how to apply facts and concepts in order to analyse situations. For example, they may use or even generate a behavioural model for dealing with a difficult customer or colleague in a customer service situation. Much of the learning at this deeper level comes through the sharing of information and ideas with others - online collaboration.

At the highest, "profound" level of learning key questions are asked - by participants and tutors. The learning, knowledge, concepts and ideas are now applied to totally new contexts, and participants at this level will challenge previously accepted ideas and assumptions, creating new meaning and collaborating, for example, to discover innovations in their customer service delivery for their organisations. Moving through the stages from shallow to profound learning maintains momentum for participants, and enables the organisation to gain real and measurable benefits from the learning programme.


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