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5 Best Tips for Escalation Management in Customer Support

5 Best Tips for Escalation Management in Customer Support

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Escalation management is of great benefit to any customer service. No matter how efficient the escalation handling process a company uses to offer its products or services, a customer can still face issues.

For this reason, if the agents find it hard to resolve the issues or take more time than expected to resolve them, then they can get an escalation.

In this article, I will take you through the best escalation management tips to consider for your customer support to be stellar. In addition, you will briefly learn the definition and types of escalations as well as the common causes of escalations.

Tips for Escalation Management in Customer Support

What is an escalation management?

Escalation management is the process in which customers’ issues are moved or reassigned to a different agent, preferably of better expertise and experience, for faster and accurate resolution.

In an escalation management process, if a ticket is not resolved within the set target time, an automated notification is sent to the support lead. The support lead will proceed to escalate it by:

  • Asking the assigned agent to resolve the issue faster.
  • Reassigning the issue to a different agent with more expertise.

Ticket escalation process helps boost client satisfaction and improve the agent productivity.

Read on Escalation Management Process.

Types of the escalation management process

There are two types of the escalation management process: functional and hierarchical.

Functional escalation management process

Functional escalation management is when the request of a customer fall above the ability of an agent.

For instance, when a ticket needs data and the support agent does not have permission to access it, the ticket will be escalated to a team or person who has proper permissions. This is a functional escalation.

Hierarchical escalation management process

The hierarchical escalation handling process occurs when the issue of a customer requires an agent of a higher rank to step in.

Certainly, this escalation is vital when an agent cannot solve a customer issue. This may be due to the plans of a company or other limitations.

Due to this, a manager may need to make exceptions or supply more resources to resolve the issue.

Causes of escalation

Here are the most common reasons that lead to issuing escalations.

Violation of the SLA

An SLA (Service Level Agreement) outlines the rules agents have to follow to solve the issues of a customer. Additionally, it includes all the situations that need escalation management.

For instance, the ticket escalation process can happen if an issue of a customer is not resolved within the SLA time frame.

To learn more about why you need an SLA for customer service, read this blog.

Failure to communicate well

This is where a customer and an agent fail to get each other well. This can easily trigger a help desk software escalation.

By communicating, you can get to know the issue of the customer. Moreover, you can get more information to resolve the issue fast.

Lack of skill

When your agents cannot manage a customer’s query, the only option is to escalate. Additionally, when an agent fails to handle the issue of a customer well, the escalation process for customer service might be necessary.

Ticket escalation to a higher agent will assure the customer that their issue is taken care of.

Excess tickets

The goal of your agents is to resolve tickets in a fast and proper way. If agents have many tickets to handle at once from many customers, they can be worn out.

Due to this, agents may need to escalate tickets to reduce the burden.

The best escalation management tips

When creating an escalation management process for your company, consider the following best ways.

1. Create an SLA and train support representatives in its use

The first step to do when escalation handling is to create an SLA. Secondly, you need to train your agents on its contents.

SLA escalation
SLA escalation

They will use its rules to decide when to start the escalation management process. The SLA helps your team to make plans when issues occur.

Support Agents Training on Escalation Management
Support agents’ training on escalation management

2. Set up an escalation management process for every SLA violation

Each time an SLA violation occurs, your help desk should trigger escalation management based on how you set it up.

The following are examples of the ticket escalation process:

  • A manager stays in touch with the customer after an escalation is triggered.
  • The manager assigns an expert agent to handle a customer’s inquiry as a higher issue.
  • A manager reviews a ticket and assigns it to another agent with better abilities if the assigned agent cannot resolve it.

Furthermore, not all escalations triggered are equal in terms of priority.

Therefore, you should develop a system that organizes new tickets by:

  • Priority
  • Type
  • Time

3. Do an analysis of escalated issues

In the rush to correct an escalated issue, an agent may feel they don’t have time to do an analysis.

Therefore, without a good look at what caused the issue, they can mishandle the case. This disappoints your customers.

It is key that your escalation management process includes time for your agents to look into the causes of problems and how they can be avoided in the future.

Analysis of escalations

Implement a system to track escalated issues. This will help identify trends and patterns in customer complaints, allowing you to address systemic issues and improve overall customer satisfaction.

Additionally, tracking escalations can help you measure the effectiveness of your escalation process and make improvements when needed.

4. Train your agents on how to communicate

It is not enough for your support agents to know the ins and outs of your product.

For escalation handling purposes, you must train your agents to consider and be polite, and not to upset customers.

Your agents also need to know how to channel their anger away from the customers’ eyes and ears. Teach your agents these skills to increase their ability to prevent escalations.

5. Be transparent

According to a report by Salesforce, 74% of clients state that honest and transparent communication has become more crucial now than prior to the pandemic.

When a customer submits an inquiry, you need to keep them in the loop on the status of their issue. This helps you improve customer satisfaction.

Often updates reduces mistrust, hence limiting the escalation process for customer service. If possible:

  • Tell your customers how you are resolving their issues.
  • Communicate well
  • Ensure your clients know when their issues have been resolved.
Be Transparent
Transparent customer support

6. Develop a clear escalation policy

Establish a well-defined escalation policy that outlines the steps to follow when dealing with different kinds of customer service issues that need to be escalated.

Develop clear policies
Escalation policy

This policy should include:

  • Guidelines on how to identify an issue that needs escalation.
  • The various levels of escalation.
  • The roles and responsibilities of each team member involved in the process.

7. Set up an escalation hierarchy

Define the escalation hierarchy, including:

  • The different levels of escalation.
  • The individuals responsible for handling issues at each level.
Escalation hierachy
Setting up an escalation hierarchy

This hierarchy should ensure that issues are escalated to the appropriate person who has the authority and expertise to resolve the issue.

8. Continuously improve the escalation process

Regularly assess the effectiveness of your customer service escalation process and make adjustments as needed.

This will help ensure that your team is well-equipped to handle escalated issues and deliver a high level of customer satisfaction.

The importance of escalation management in customer service

Escalation in customer service is essential in situations where a customer’s issue cannot be resolved by a first-contact customer support agent. Escalation management is important for several reasons.

Proper issue resolution

Some issues may be too complex for an agent or require a higher level of authority to resolve. Sometimes, agents lack the necessary knowledge or resources.

In these cases, the issue is escalated. Escalation with a proper procedure ensures that the issue is handled by someone with the appropriate expertise and authority to resolve it.

Customer satisfaction

Escalating a customer’s issue to a higher level of support ensures that the customer’s concern is addressed promptly and effectively.

According to research, 80% of customers believe that the experience provided by a company is as significant as its products and services.

Customer satisfaction

Efficient issue resolution can lead to increased customer satisfaction and loyalty.

Reputation management

On a related note, effectively handling escalated issues can:

  • Help maintain and improve a company’s reputation.
  • Prevent negative word-of-mouth or online reviews.

Customers are more likely to share their negative experiences with others, so addressing issues promptly and effectively through proper escalation channels can help mitigate potential damage to the company’s image.

Legal and compliance issues

In some cases, escalated issues may involve legal or compliance concerns.

Legal and compliance issues

Properly addressing and resolving these issues can help prevent potential legal problems or penalties on a larger scale.

They can be escalated straight to people in the legal department who can not only provide solution but fix underlying policy issues.

Learning and employee development

Including a method of tracking escalated issues in your escalation management process can help identify areas where employees may need:

  • Additional training
  • Support
  • Better resources
  • Improved processes

This can lead to improved performance and efficient customer service.

Regaining trust

Customers often get annoyed when they have problems with a product or service. When managed effectively, though, escalation offers the opportunity to alter the customer’s perception of your brand.

By including proper communication in your management process, they can see that your team is doing the best they can to help them. You can regain any lost trust stemming from the problem they encountered.

A report by Salesforce indicates that, in times of change, 88% of customers think that trust becomes increasingly significant.

By regaining that trust, you not only reestablish the customer’s faith in your brand, but also potentially provide them with a fresh perception of your company.

Role of BoldDesk in preventing escalation

Through an effective customer escalation management process and customer satisfaction, BoldDesk helps you save time with clients.

Some of the main benefits of adopting BoldDesk for escalation management in your business include the following:

a. Enhances your client support by using event trigger automation

BoldDesk has features such as event trigger automation which help you to keep your agents active.

This feature allows you to configure your escalation management process and carry out an action when specific conditions of a ticket or email are met.

Your agents may respond to the queries of your customers with ease. When you respond to queries at once, your response becomes a benefit to your clients, your business, and prevents escalation.

b. Enhanced time management with time trigger

BoldDesk has features such as time triggers, which enable you to set up automated rules. This feature helps perform repeated actions based on selected gauge every hour.

automation time trigger
Time trigger automation

With it, you can gain the loyalty of your clients and trust fast. As a result, your business is able to grow with minimal escalation management processes.

c. Aid in the analysis of how agents perform

BoldDesk gives you the ability to track and gauge the number of ticket responses and resolutions that fare in your SLA.

As a result, you can track the progress of the ticket to prevent escalation.

It also provides you with an SLA dashboard that provides visual data of the achieved tickets versus the violated tickets over time.

SLA dashboard
SLA dashboard

The dashboard measures the efficiency of your team to match consumer expectations thus guiding you on where to improve.

d. Improved prioritization with help desk software

With BoldDesk, you can distribute preferences using a help desk software. The help desk will manage new tickets and related issues.

For example, if a ticket impacts more than one support worker, BoldDesk will allow your agents to work together on the ticket.


Escalation management organizes your help desk and increases customer satisfaction.

To have an advanced help desk with better escalation handling, consider using BoldDesk by Syncfusion. You can give it a try with the 15-day free trial package.

For more information, contact BoldDesk support. To explore how BoldDesk can be tailored to meet your business needs, please contact us to set up a live demo.

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