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Case Study: Retail

Utility client’s exceptional retention, care, and sales team grows 1,100%


Reducing consumer complaints critical KPI for U.S. retail energy provider

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Overview

Since 2015, HGS Jamaica has successfully supported and retained thousands of an American energy client’s current customers while also acquiring new accounts in multiple states. The two key client goals are to:

  • Reduce the number of consumers’ Public Utilities Commission of Texas (PUCT) complaints, as the rating affects which Retail Energy Provider (REP) they will choose
  • Sell lead plans with the highest margins for the client

HGS has demonstrated great success in both areas, leading to the addition of new lines of business and significant team growth.

16% Reduction of PUCT complaints in Q4 FY22 vs. Q4 FY21
80% Service KPIs met or exceeded in 2021
1,100% Increase in HGS FTE since 2015

Client background

Since 2015, HGS has provided customer retention, care, and acquisition/sales to consumers of this American energy and utilities client, a family of seven companies.

Lines of businessInbound voiceOutbound voice
Customer retention✓✓
Customer care✓
Acquisition/sales✓

Calling icon

Key call drivers

  • Enrolling in a new energy plan
  • Renewing an existing plan
  • Reporting disruption of service

The program has grown exponentially since its inception, and the team size spikes each summer to address high volume. The agents are confident and personable team members, half of whom work from home while the others work onsite—a 50/50 hybrid model split that allows for redundancies.

Chart by Visualizer

Business challenge

After experiencing several years of success with HGS handling its customer service calls, the client approached us for an outbound sales team to help achieve the following two objectives:

  • Win back customers who switched to other Retail Energy Providers
  • Gain new customers for the business by calling customers who were with other REPs

Solution strategy

We launched a small pilot program with five agents upon the client’s request. The target varied per campaign but was an average of .25% sales per hour (SPH).

Icon of a target

Infuse client’s culture for exceptional outcomes

We created a custom curriculum to ensure agents fully understand the client’s business and customer service goals. All product training and OJT is conducted in house versus remotely, as HGS Jamaica prefers training within the brick-and-mortar environment for cultural and infrastructural reasons.

icon of a friendly call center agent

Motivate employees where it matters most

The team is incentivized for their best performance with achievable targets. Agents can earn commissions up to 50% of their monthly earnings.

Results

Exceeded sales per hour goal

The team achieved an average of .40% SPH for 2021, which was ~60% above the target.

Quadrupled outbound sales team size

Because the pilot was such a success, the outbound sales team grew to ~20 seats in 2022—a 300% increase.

Gained new inbound sales LOBs

The success of the outbound sales team allowed HGS to gain new lines of business with inbound sales. The three-agent inbound sales team started in March 2022, assigned with a critical KPI: 35% of the product mix sold to customers must be lead plans, which have the highest margins for the client.

Nearly quintupled inbound sales team size

By the end of March, the inbound sales team achieved 34%, missing the goal by only one percentage point. Immensely impressed by how quickly the team could sell lead products, the client commented that no other vendor had ever achieved such excellent results, and they requested the addition of 11 more agents to the team in April 2022.

16% Reduction of PUCT complaints in Q4 FY22 vs. Q4 FY21

80% Service KPIs met or exceeded in 2021 (Quality, AHT, Hold)

~60% Percentage achieved above SPH target in 2021

300% Increase in outbound sales team size

367% Increase in inbound sales team size

1,100% Increase in total HGS FTE since 2015

Looking ahead, we anticipate a long-term partnership and even further growth with this client. Their Senior Director for Client Experience is a promoter of HGS and has expressed excitement and optimism on what the future holds for our partnership.

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Link to: Connect with our Experts

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