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27 important customer service KPIs to track performance

November 16, 2023

Measuring and optimizing performance is essential for sustainable growth in today’s dynamic customer service environment. Customer service key performance indicators (KPIs) provide valuable insights into the effectiveness of your strategies and help enhance customer satisfaction. This guide explores 26 crucial customer service KPIs for tracking and improving performance, with a focus on B2B customer service.

Navigating the dynamics of customer service

Before exploring measurable KPIs, it is important to understand the unique challenges of B2B customer service. Unlike B2C interactions, B2B transactions often involve complex, long-term relationships. The primary audience for this guide includes higher management, chief people officers, managing directors, and country managers. These decision-makers play a pivotal role in shaping customer service strategies in B2B enterprises.

Customer satisfaction KPIs

Customer satisfaction score (CSAT)

A study by Harvard Business Review found that a 5% increase in customer satisfaction can boost profits by 25% to 95%.

CSAT measures the percentage of customers satisfied with your B2B customer service. Typically, customers complete a survey rating their satisfaction on a scale. Understanding CSAT highlights areas for improvement and demonstrates overall service quality.

Formula: Total Satisfied Customers / Total Survey Responses * 100

Net promoter score (NPS)

Implementing NPS in a B2B consulting firm revealed that promoters were more likely to refer new clients. By improving NPS, the firm achieved a 30% increase in referral-based business.

NPS measures the likelihood of customers recommending your services. Based on a scale from 0 to 10, respondents are classified as promoters, passives, or detractors. Tracking NPS helps predict long-term customer loyalty and business growth.

Formula: (Percentage of Promoters – Percentage of Detractors) * 100

Customer effort score (CES)

According to Gartner, 96% of customers with high-effort experiences become more disloyal, compared to just 9% with low-effort experiences.

CES evaluates how easily customers can resolve their issues. These KPIs help identify friction points and guide improvements to enhance the overall customer experience.

Formula: Total CES Scores / Number of Survey Responses

Efficiency and responsiveness KPIs

First response time (FRT)

A Forrester survey reports that 77% of customers consider valuing their time the most important factor for good service.

FRT measures how quickly your B2B customer service team responds to an initial inquiry. Monitoring FRT ensures timely engagement and demonstrates your commitment to prompt problem resolution.

Formula: Total Time to First Response / Number of Inquiries

Average resolution time (ART)

An e-commerce platform focused on reducing ART for customer queries achieved a 25% improvement in customer loyalty through faster issue resolution.

ART quantifies the average time to resolve B2B customer issues. These KPIs reflect your support team’s efficiency in delivering timely solutions.

Formula: Total Time to Resolution / Number of Resolved Issues

Service level agreement (SLA) compliance

The Service Desk Institute notes that organizations with high SLA compliance achieve 33% higher customer satisfaction rates.

SLA compliance ensures your team meets agreed-upon service standards. Consistently meeting SLAs builds trust and strengthens client relationships.

Formula: (Number of Issues Resolved within SLA / Total Number of Issues) * 100

Ticket management KPIs

Ticket volume

A Zendesk report shows that high-performing companies experience 25% lower ticket volumes than peers.

Tracking ticket volume provides insights into the number of issues your team handles. Analyzing trends helps identify areas requiring additional resources or process improvements.

Escalation rate

The Customer Contact Council reports that resolving issues on first contact results in a 29% higher satisfaction rate.

In B2B scenarios, some issues escalate to higher support levels. Monitoring escalation rates helps detect systemic problems, training gaps, or resource needs for complex cases.

Formula: (Number of Escalated Issues / Total Number of Issues) * 100

Customer retention rate

Research by Frederick Reichheld of Bain & Company shows that increasing retention by 5% can boost profits by 25% to 95% (source).

Retention rate measures the percentage of clients continuing their partnership. High rates indicate satisfied customers and successful long-term relationships.

Formula: ((Number of Customers at End of Period – New Customers Acquired During Period) / Number of Customers at Start of Period) * 100

Churn rate

A Harvard Business Review study found that reducing churn by 5% can increase profits by 25% to 125%.

Churn rate measures the percentage of clients who discontinue services. Understanding churn drivers is vital for refining strategies and retaining valuable clients.

Formula: (Number of Customers Lost During Period / Number of Customers at Start of Period) * 100

B2B-specific KPIs

Account health score

This metric consolidates multiple indicators to provide a holistic view of client satisfaction and engagement. Aim for a score above 80% to proactively address potential issues within key accounts.

Formula: (Sum of Individual Health Metrics / Number of Metrics) * 100

Customer lifetime value (CLV)

In long-term B2B relationships, CLV predicts the total value a customer brings over their partnership. Understanding CLV helps prioritize high-value clients.

Formula: Average Purchase Value * Average Purchase Frequency * Average Customer Lifespan

Expansion revenue

Tracking revenue growth from existing clients reflects the success of upselling or cross-selling efforts. It indicates your ability to expand revenue within established accounts.

Formula: Revenue from Existing Customers – Revenue from Existing Customers in the Previous Period

Upsell and cross-sell rates

Monitoring these rates directly impacts B2B revenue growth. Aim for cross-sell and upsell rates above 20% to maximize client value.

Formula: (Number of Upsells or Cross-Sells / Total Number of Customers) * 100

Employee-centric KPIs

Employee satisfaction (ESAT)

ESAT reflects morale and engagement levels within your customer service team. Satisfied employees contribute to superior service and a positive workplace.

Formula: (Sum of Employee Satisfaction Scores / Number of Employees)

Employee retention rate

High turnover can disrupt B2B relationships. Monitoring retention helps identify team challenges and supports proactive measures to enhance satisfaction. Aim for a retention rate above 85%.

Formula: ((Number of Employees at End of Period – New Hires During Period) / Number of Employees at Start of Period) * 100

Training hours per employee

Tracking training hours demonstrates your commitment to skill development, keeping employees updated with industry trends and best practices.

Formula: Total Training Hours / Number of Employees

Employee productivity

Monitoring productivity ensures your team delivers value efficiently, contributing to operational success.

Formula: Total Output / Total Hours Worked

Technological KPIs

System uptime

Reliable system uptime is essential for B2B operations. Downtime affects your ability to respond to client needs, making robust technical infrastructure critical.

Formula: (Total Uptime / Total Time) * 100

Ticket resolution through automation

Automation streamlines processes and reduces resolution times. Tracking the percentage of tickets resolved automatically measures system efficiency.

Formula: (Number of Tickets Resolved Through Automation / Total Number of Resolved Tickets) * 100

Customer service software utilization

Ensuring effective use of service software improves team efficiency and customer satisfaction.

Formula: (Number of Users Actively Using the Software / Total Number of Software Licenses) * 100

Technology adoption rate

Monitoring adoption of new technologies keeps your team competitive and adaptable in a changing B2B landscape.

Formula: ((Number of Employees Using New Technology – Number Using Old Technology) / Total Number of Employees) * 100

Regional and global KPIs

Regional customer satisfaction

Analyzing regional satisfaction helps tailor services to localized expectations, considering cultural and business differences.

Formula: (Sum of Satisfaction Scores in a Region / Number of Respondents in that Region)

Global response time

Tracking response times across time zones ensures consistent service delivery worldwide and addresses client needs promptly.

Formula: (Total Time to Respond to Global Inquiries / Number of Global Inquiries)

Setting and monitoring KPIs

Benchmarking against industry standards

Comparing your KPIs against industry benchmarks highlights areas for improvement and helps your team outperform competitors.

Formula: (Your KPI / Industry Benchmark) * 100

Regular review and adjustment

B2B client expectations constantly evolve. Regularly reviewing KPIs ensures your strategies remain aligned with trends and emerging technologies.

Formula: (Number of KPIs Adjusted / Total Number of KPIs) * 100

By understanding each KPI category, your B2B customer service team can make informed decisions, optimize processes, and drive sustained success.

How can Brickclay help?

Streamlined customer interactions

Brickclay integrates tools that automate ticket resolution, streamline interactions, and enhance employee satisfaction and productivity. Its B2B-specific features, including account management and revenue tracking, support essential KPIs like account health score and customer lifetime value.

Technological reliability and analytics

Brickclay ensures high system uptime while providing analytics tools for benchmarking against industry standards. Businesses can review and adjust strategies regularly, staying agile in a dynamic environment.

Global and regional support

With regional and global support features, Brickclay ensures timely responses and tailored customer experiences, strengthening your B2B service performance.

For personalized insights on optimizing B2B customer service KPIs and exploring how Brickclay can empower your business, contact us today for a tailored consultation.

general queries

Frequently asked questions

Key B2B customer service metrics include Customer Satisfaction Score (CSAT), Net Promoter Score (NPS), Customer Effort Score (CES), first response time (FRT), average resolution time (ART), SLA compliance, ticket volume, escalation rate, customer retention rate, churn rate, account health score, and customer lifetime value (CLV). Tracking these KPIs helps improve customer service performance and long-term client relationships.

Businesses can track customer satisfaction KPIs using surveys to measure CSAT, NPS, and CES. Collecting and analyzing this data provides actionable insights to enhance B2B customer relationships and identify friction points in service delivery.

Implementing a robust customer retention strategy B2B involves monitoring retention rate, churn rate, and account health score. Proactive engagement, timely responses, and resolving escalated issues enhance loyalty and sustain long-term partnerships.

Automate customer support processes using tools that streamline ticket management, resolve repetitive queries, and reduce first response time. Automation improves team efficiency, increases employee satisfaction, and ensures consistent service delivery.

Measure customer loyalty index using Net Promoter Score (NPS), account health score, and customer lifetime value (CLV). These KPIs indicate the likelihood of repeat business, referrals, and long-term client satisfaction.

Analyze customer effort score (CES) to understand how easily clients can resolve issues. Reducing customer effort strengthens engagement, improves satisfaction, and contributes to overall customer service performance.

Benchmark customer service KPIs against industry standards to identify performance gaps. Comparing SLA compliance, resolution times, and response rates ensures your team meets or exceeds client expectations.

To optimize service level compliance, track SLA adherence, train employees, monitor ticket resolution times, and leverage automation. Ensuring consistent service delivery strengthens B2B customer relationships.

Brickclay provides tools to track customer satisfaction KPIs, automate ticket resolution, enhance employee productivity, and monitor key B2B customer service metrics. The platform also ensures high system uptime, regional support, and analytics to improve decision-making and benchmark performance.

Businesses can improve global response time and regional performance by leveraging automated support systems, regional dashboards, and analytics to allocate resources efficiently. This approach enhances B2B customer relationships and strengthens service reliability.

About Brickclay

Brickclay is a digital solutions provider that empowers businesses with data-driven strategies and innovative solutions. Our team of experts specializes in digital marketing, web design and development, big data and BI. We work with businesses of all sizes and industries to deliver customized, comprehensive solutions that help them achieve their goals.

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