EdApp by SafetyCulture

15 Customer Service Remote Training Activities


January 6, 2022


Guest Author Gavoy Small


10 Customer service remote training activities

Remote training is geared towards improving employee and team performance through training programs completed at their homes. Given our current climate in a post-COVID world, remote work and, in turn, remote training has become a decided mainstay. Remote employee training activities are now even more important for supporting your teams, boosting morale, maintaining high levels of employee performance, and more. Here are 10 customer service remote training activities.

1. Internal courses and knowledge testing

There are numerous LMS systems out there for managers and course creators to create courses for help-desk employees to learn and improve their existing customer service skills. Many companies such as SC Training (formerly EdApp) have numerous features and techniques such as microlearning and gamification that can help your employees learn direct bits of information and improve their retention. Using these LMS platforms to create courses that are tailored for your specific customer service needs will allow you to train your employees at any time, anywhere they are.

Customer Service Remote Training Activity #1 - Internal Courses and knowledge test

2. External courses

Free, external courses are available online that can be used to teach particularly good customer service skills in health. These training courses, especially ones in editable libraries, make it easy for training managers to find quality content to teach customer service reps. These training courses can be world-class materials that will help elevate your customer service teams. It is recommended that you use external courses with features such as gamification that can maintain your employee’s engagement. Some of the external courses they can take are compliance training, customer satisfaction courses, bad customer service courses, customer service experience courses, customer-feedback courses, onboarding courses, customer-loyalty courses, and other learning and development courses.

3. Role-playing

Role-playing activities are activities used by training managers to help employees experience possible situations they may face while on the job. These types of exercises can be hosted through your learning management system through a blended learning feature. Easily assign team members to carry out a certain role and track the results and follow up with further reflection and feedback. This is also a great social activity to keep your teams connected and bounce ideas off each other.

From a business point of view, these activities can be useful in both individual training and team training scenarios. It can be instrumental when training new employees because it exposes them to situations they may not have been exposed to before. It is recommended that you do role-playing activities with your customer service team so that they can get used to different customer service scenarios before facing customers – and revisiting this exercise periodically.

Customer Service Remote Training Activity #3 - Role Playing

4. Product demos

Product demos are demonstration activities that managers and product creation teams use to teach products’ features and qualities. These demonstrations will allow the employees to familiarize themselves with the product to present it effectively to the customers. Taking your teams through a product demo can be easily hosted on a learning platform like SC Training (formerly EdApp) – within a course. When creating your course, simply select a video slide from the expansive template library and upload any video of your choice, like a product demo.

This hands-on experience will empower them to speak from the point of first-hand experience, and customers appreciate this. Doing product demonstrations can also serve as morale boosters as employees may feel more valued when they get a chance to interact with the product they are selling. Product demonstrations are one of the easiest ways to get your employees acquainted with a particular product or service.

Customer Service Remote Training Activity #4 - Product Demos

5. Five whys

The technique works to answer 5 questions (why) when a problem is identified with the idea of the root problem being identified by the time the final why is asked. After identifying the root problem, the countermeasure to fix this customer service problem should be employed, which should fix the initial issue in theory. Teaching employees in your customer service team to quickly ask and answer these five questions should help with figuring out solutions promptly and give them customer service problem solving skills. This kind of activity can also be hosted on your LMS through an in-lesson discussion feature, which opens up coach-based discussions and reflection. It would help if you did the five whys technique with your customer service team so that they can learn how to solve problems quickly and effectively on their own.

Customer Service Remote Training Activity #5 - Five Whys

6. Name the emotion game

This type of customer service game to play which helps customer service employees identify emotions being conveyed by customers so that they can react accordingly. This is one of the few remote training activities that can put employees in these situations in a training environment. The Emotion Phone Game is good because emotions are sometimes difficult to identify over the phone, and employees who can master this game will soon become customer favorites. Simply create any gamification template slide from your online training platform to facilitate this, which is fully customizable to suit your teams’ needs. This is a recommended activity for your team because they will learn how to put themselves in the customer’s shoes.

Customer Service Remote Training Activity #6 - Name the emotion game

7. Telephone customer interviews

Customer interviews serve as a way for your customer service team to hear directly from their customers how they feel when they speak to the company or use a particular product or service. This type of remote training activity helps employees view the experiences of the customers on a more personal note and not just as another statistic. During customer interviews, in addition to finding out where customer service can be improved, your customer service team can also identify problems with products or services. Sometimes employees take criticism personally then this could affect their performance. Doing telephone customer interviews is good because customers can feel appreciated while employees learn how they feel.

Customer Service Remote Training Activity #7 - Telephone customer interviews

8. Knowledge Share

Knowledge sharing allows your customer service team members to share experiences to learn effective ways to deal with problems and familiarize themselves with customer service concepts. They are good because they expose team members to the realities of the job and provide them with acceptable reactions. It is good for you to do them with your team to boost morale. Knowledge share activities can have a negative impact if team members don’t take them seriously. Do these activities with your customer service team because it will make them feel a sense of togetherness in this time of social distancing.

9. Secret Caller

The purpose of a secret caller is to identify everyday issues that go unnoticed by customer service team managers. A secret caller can highlight key areas and personnel that need to be addressed.  One good thing that comes from doing secret calls is your employees will be on their best behavior if they are aware, but on the other hand, this could also make them nervous and make mistakes. You can do secret calls as a way to keep your employees in check while gathering useful information.

10. Software Training

Doing software training educates your customer service team on the interfaces and software they need to do their job effectively.  Remote software training serves as a way to educate your team regardless of their location. These training activities will keep your team motivated and appreciated as part of the company. Unfortunately, some software may be more difficult to learn outside of a face-to-face environment. It is recommended that you do regular software training exercises to improve and maintain productivity.

Customer Service Remote Training Activity #10 - Software training

11. Call listening/Transcript Review

Showing your team the numbers they produce and reviewing them is a common way to gauge performance. However, hearing or seeing how the actual conversation took place can also help as there are some things that they just have to see or hear for themselves. Doing a call listening or a transcript review is a great customer service remote training activity as it helps your employees see firsthand how the interaction went from start to finish. This can be easily done by listening to a recording or viewing the transcript at the same time, best done through a videoconferencing application. Here, you’ll be able to provide intently listen or see the conversation and provide live feedback and pointers without having to be in the same place at the same time.

12. Customer Service Simulation

This customer service remote training activity is the perfect way to give your employees a grasp of what it is like to be in their customers’ shoes. Different from the common role-playing activity, an employee plays the role of a customer and is provided service in the same way a regular customer is dealt with. With this activity, they’ll be able to understand how a customer feels when contacting them and determine areas of improvement based on their experience. This will also help them better empathize with customers and think of ways to improve the customer service process to resolve issues. In this activity, a colleague can play the part of the customer service representative and then switch roles.

13. Researching your competitors

What’s one of the best ways to find out how you’re faring against the competition? It’s by doing your homework and contacting them. With this customer service remote training activity, you can assign each member of your team different tasks, such as calling your competitors to inquire about their product, asking for a trial or demo, trying to get a hold of their price list, and many more. You can then discuss the information you’ve gotten amongst the team and even take a page off their book or use them to your advantage.

With SC Training (formerly EdApp)’s file storage, your team can easily share ideas, practical uses, and knowledge with each other.  It’s made easy to gather findings and apply knowledge.

14. Lunch and learn

Food brings people together so why not do hold a lunch and learn with your team? A lunch and learn is another customer service remote training activity wherein a brief training session takes place during lunchtime as everyone enjoys their meal. While this is usually done in person, this can also take place virtually with your team. A lunch and learn event brings people together in a casual atmosphere to collaborate and learn. This kind of activity is also ideal for training new employees as aside from learning, they’ll also be acquainted with their co-workers, have the opportunity to foster connections, and assimilate well into your company.

15. Group meditation

It’s no secret that working on the front lines of customer service can be extremely stressful at times. To ease this, you and your team can do a series of meditation activities that promote relaxation and self-care. When meditating together in a group, you get the benefits of fellowship, support, and learnings that you wouldn’t get if you did it alone. Schedule a group meditation for your dispersed team and give them a sense of togetherness even when they are apart.



Guest Author Gavoy Small

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