HUCA - what CRM capabilities does UA have?
#16
Join Date: Feb 2005
Location: CLE, DCA, and 30k feet
Programs: Honors LT Diamond; United 1K; Hertz PC
Posts: 4,206
I've walked away from otherwise mutually beneficial business relationships because I perceived that I was being nickel and dimed (one of the most petty may be a local performing arts venue that has (had?) the gall to charge a $7.50 "shipping and handling" fee on all tickets including those at will-call in addition to a myriad of surcharges that really should have been bundled into the ticket price. Another venue got thousands in spending from me because although their ticket prices are higher, I don't have BS fees tacked on at the last moment(e.g. with venue A a $100 ticket can turn into a $119 ticket; venue B a $125 ticket is a $125 ticket) -- I pay more but I feel the relationship is more fair and I'm not being taken advantage of.
Likewise I try to avoid nickel and diming my customers with particular emphasis on my high value/low maintenance clients. One change order may not cause them to get wandering eyes, but over time it may contribute to that revenue going away.
#17
Join Date: May 1999
Location: JFK, LGA, EWR
Programs: AA Platinum (Lifetime), United GS, HHonors Diamond, Shangri-la Diamond, Marriott Platinum
Posts: 549
regarding contact center notes... agents are generally taught "NIR"... name, issue, resolution.
brevity is key. high level of detail is discouraged. supervisors and other agents don't have time to read lengthy notes and workforce management doesn't want handle time affected by ACW (after call work) during which agents write lengthy notes. most of what agents write in the notes field is CYA stuff that they think is necessary to justify their actions in case of an escalation, but - most times - is completely unnecessary. in case of an escalation, all management has to do do is pull up the call and listen to it. and most transactions and changes are automatically tracked within their CRM systems and agents can see prior actions on the customer's account/flights without reading notes.
exceptions apply, of course, but most notes are unnecessary.
brevity is key. high level of detail is discouraged. supervisors and other agents don't have time to read lengthy notes and workforce management doesn't want handle time affected by ACW (after call work) during which agents write lengthy notes. most of what agents write in the notes field is CYA stuff that they think is necessary to justify their actions in case of an escalation, but - most times - is completely unnecessary. in case of an escalation, all management has to do do is pull up the call and listen to it. and most transactions and changes are automatically tracked within their CRM systems and agents can see prior actions on the customer's account/flights without reading notes.
exceptions apply, of course, but most notes are unnecessary.
Last edited by UK Stages; Aug 14, 2018 at 9:09 pm Reason: edited to clarify who is pulling calls during an escalation... management, not the agent
#18
Join Date: Dec 2003
Location: Oakland CA
Programs: DL Gold, AS MVPG, Globalist
Posts: 1,008
Maybe, but it was 3-4 mins on hold, which seems like a long time just to check my status. I suspect she was either calling somebody or reading something in my file.
#19
Join Date: Mar 2008
Location: Fort Lauderdale, FL
Posts: 3,360
regarding contact center notes... agents are generally taught "NIR"... name, issue, resolution.
brevity is key. high level of detail is discouraged. supervisors and other agents don't have time to read lengthy notes and workforce management doesn't want handle time affected by ACW (after call work) during which agents write lengthy notes. most of what agents write in the notes field is CYA stuff that they think is necessary to justify their actions in case of an escalation, but - most times - is completely unnecessary. in case of an escalation, all management has to do do is pull up the call and listen to it. and most transactions and changes are automatically tracked within their CRM systems and agents can see prior actions on the customer's account/flights without reading notes.
exceptions apply, of course, but most notes are unnecessary.
brevity is key. high level of detail is discouraged. supervisors and other agents don't have time to read lengthy notes and workforce management doesn't want handle time affected by ACW (after call work) during which agents write lengthy notes. most of what agents write in the notes field is CYA stuff that they think is necessary to justify their actions in case of an escalation, but - most times - is completely unnecessary. in case of an escalation, all management has to do do is pull up the call and listen to it. and most transactions and changes are automatically tracked within their CRM systems and agents can see prior actions on the customer's account/flights without reading notes.
exceptions apply, of course, but most notes are unnecessary.
#20
FlyerTalk Evangelist
Join Date: Jun 2001
Programs: DL 1 million, AA 1 mil, HH lapsed Diamond, Marriott Plat
Posts: 28,190
The classic FT Tell me the rules won't apply to me post.
#21
Join Date: Nov 2017
Posts: 3,359
I suspect they do have that capability. A friend of mine was calling UA every other day to see if their MUA could clear/how far they were in the list. Probably around the 6th call in that week an agent finally said, "You know we keep track of how often you call us. Just to get you off our back, here's your position on the upgrade list," then hung up. Surprisingly the MUA upgrade they had (SFO->AKL) cleared for themselves and their +1 at T-48 (they were a Platinum).
One HUCA approach I heard that might be useful employing is saying, "Hold on I've got an incoming call. Can I call you back in a few minutes?" Using this approach you could act all surprised when you call them back saying, "I don't recall that agent telling me that," in fact as we were talking my friend called and I had to hang up!
Safe Travels,
James
One HUCA approach I heard that might be useful employing is saying, "Hold on I've got an incoming call. Can I call you back in a few minutes?" Using this approach you could act all surprised when you call them back saying, "I don't recall that agent telling me that," in fact as we were talking my friend called and I had to hang up!
Safe Travels,
James
#22
Join Date: Dec 2002
Location: SFO
Posts: 3,948
On the flip side, a bit over a year ago I was having a conversation with a duty manager about something totally benign -- just a very friendly conversation (I hadn't requested her--she just popped in and we struck up) in a UC. While we were chatting, one of the club agents slipped the manager a note that included my MP status, YTD spend, home airport, etc., etc., so it doesn't seem lo be hard to find if you want it to.
#23
Join Date: Feb 2005
Location: CLE, DCA, and 30k feet
Programs: Honors LT Diamond; United 1K; Hertz PC
Posts: 4,206
#24
Join Date: Mar 2017
Location: Somewhere in EWR
Programs: UA GS, HH Diamond
Posts: 858
At close to $52k booked so far the answer is an obvious 'no'. I was hoping they would as one of them was a personal trip, but I would have paid it anyway.
#25
Join Date: Sep 2014
Posts: 2,532
I had a HUCA recently I was afraid wouldn't work because of call notes. I had accidentally double-booked myself on a flight (paid for two tickets, same name same MP number), didn't notice till I went to check in. Called and first agent was adamant I had to pay a change fee (she read me times and dates I had made the two purchases, didn't care that I hadn't received a confirmation email for the first one), didn't want to let me off the call without at least cancelling the reservation, but I said I had to go and hung up. Was terrified she was either cancelling it anyway or writing up notes saying not to refund, so I called back right away and second agent was very helpful, said "whoops, looks like you're double booked; let me refund one of these for you".
#26
Join Date: Aug 2015
Location: ZRH/LUX/LON
Programs: BA GGL/ VS Gold. Former: UA 1K (10 years+) , EY partners Plat, SQ PPS Club, SU Gold, LH SEN/HON
Posts: 770
#27
FlyerTalk Evangelist
Join Date: Aug 2015
Posts: 11,520
#28
Join Date: Dec 2017
Location: SF Bay Area
Programs: UA GS, AA EXP, Hyatt Globalist, Hilton Diamond, Marriott Platinum, Mlife NOIR
Posts: 320
(Unlike at AA... where a bad note actually means you're toast.)
#29
Join Date: Jul 2016
Programs: UA1K | *A Gold
Posts: 767
I think I've actually asked united to note something on my ticket but next agent didn't/couldn't see it.
#30
Join Date: Nov 2008
Location: Washington, DC
Programs: United Premier 1K 1MM; AA Plat Pro; Hyatt Globalist; Marriott Platinum; Avis President's Club
Posts: 2,530
I would add I don't think UA has a good CRM yet. There have been some articles and discussions by leadership of implementing a system but nothing yet. As others have pointed out they can add notes to your travel records but it's up to the agent you're dealing with.