A Quick Guide to Escalation Management

We're going to talk about escalation management, as well as the importance of incorporating one into your business. Read here to learn more!

Every customer service team is looking to address customer grievances and other issues as soon as possible. Whether it’s an item they want to return, a software bug, or a billing disagreement, the first person who deals with these situations is the CS representative that the customer reaches out to. However, what if the issue is the actual support that they received?

There are numerous factors contributing to customer dissatisfaction with initial support. It could stem from the perception that the agent lacks the necessary knowledge to address the issue effectively. It might also result from unfulfilled promises of resolution or a failure to address the problem promptly and efficiently. Implementing an escalation process hinges on team accountability to ensure that customers are spared from subpar support experiences.

This article will talk about escalation management, particularly the importance of incorporating one into your business and how to develop one.


What is Escalation Management?

Escalation management is a critical process within customer service designed to handle complaints or issues that couldn’t be resolved during the initial interaction. This often involves transferring the customer’s concern to a higher authority or a more capable representative within the company.

Escalation management aims to ensure that every customer grievance is handled effectively, facilitating a solution that is satisfactory to the customer while maintaining the integrity and reputation of the business. It should be viewed as an opportunity for improvement rather than a failure, providing valuable insights into aspects of your service that may need refinement.

There are three main types of escalation channels that businesses use:

  1. In-app: This is when an in-app feature allows customers to raise a ticket to a higher level of support easily. This is usually found in SaaS or mobile apps.
  2. Phone: This is when the customer calls a different number for escalated issues.
  3. Email: This is when the customer emails a designated email address for escalated requests.


By providing multiple contact channels for escalated issues, businesses can provide customer service in a timely and satisfactory manner.


Escalation Management Best Practices

When it comes to escalation management, there are a few best practices that businesses should follow:

Define an Escalation Management Policy for SLA Breaches

Service Level Agreements in customer support specify the time limit when a ticket is replied to and resolved. Your support manager should set up multiple SLA policies to ensure that different types of tickets are being responded to in a timely manner. This way, the business can avoid customers waiting too long to respond to their issues.

Designate an Escalation Manager

Speaking of which, you should assign an escalation manager to handle escalation management tasks. This is the person who will be responsible for managing all escalated issues. They should understand your company’s customer support operations well and work with different teams (sales, engineering, product) to resolve the issue.

Create an Escalation Process

Your escalation process will outline the steps that need to be taken to escalate a ticket from one level of support to another. This includes who is responsible for what tasks and how long each step should take. A clear escalation process can avoid any confusion or miscommunication between your team members.

Integrate Your Escalation Process with Your CRM

Your Customer Relationship Management software should be integrated with your escalation process. This way, all the data related to an escalated issue will be stored in one place. This will make tracking and resolving the issue easier for your team.

Train Your Team to Empathize with the Customer

Once a customer escalates an issue, they are likely already frustrated or angry. Therefore, it’s essential that your team members can empathize with the customer and understand their point of view. This will help them resolve the issue in a timely manner without further angering the customer.

Create a Specific Workflow to Deal with Escalations

To make it easier for you and your customer support team to deal with any customer escalation, you should create a specific workflow for it. This way, you can avoid any confusion or miscommunication between your team members.

Conduct Root Cause Analysis for Every Escalation

Finally, every time a customer escalation occurs, your team should conduct a root cause analysis to determine the root of the problem. This will help you identify any recurring issues and allow you to make changes to your escalation process to avoid future escalations.

As you can see, there are a few things that you need to keep in mind when it comes to escalation management. By following the best practices outlined above, you can ensure that your customer support team is prepared to deal with any possible customer escalation.


How To Create and Implement an Escalation Process

Now that we’ve discussed the importance of having an escalation process in place let’s look at how you can go about creating and implementing one. Here are the steps:

  1. Identify Your Customer Support Goals: Before creating your escalation process, you must define your customer support goals. This helps you determine what type of process you need to create and how long it should take.
  2. Designate an Escalation Manager: As we mentioned earlier, your escalation manager should have a good understanding of customer service operations and should be able to work with different teams to resolve any issues.
  3. Create an Escalation Process: You should create an escalation process outlining steps to follow when resolving an escalated issue.
  4. Integrate Your Escalation Process with Your CRM: This will ensure that all of the data related to any escalated issue is stored in one place, making it easier for your team to track and resolve the issue.
  5. Train Your Team: Your team members must be able to empathize with customers and understand their point of view.
  6. Create a Specific Workflow: A specific workflow for escalations will help you avoid any confusion or miscommunication between your team members.
  7. Conduct Root Cause Analysis: Every time an escalation occurs, you should conduct a root cause analysis so that you.


Invest in the DataMyte Escalate for Effective Escalation Management

Escalation management can either be a simple process or a very confusing one. The DataMyte Escalate makes it easy for businesses to manage customer escalations by providing a clear and concise escalation process. With Escalate, companies can avoid any confusion or miscommunication between their team members and resolve customer issues in a timely manner.

DataMyte’s Escalate software is an escalation management tool that lets you address problems and defects in your customer support and even other areas of your business. It helps you identify and track potential problems as they develop to prevent them from becoming a full-blown crisis. Escalate also includes a built-in CRM system to store all the data related to an escalated issue in one place. This makes it easier for your team to track and resolve the issue.

Other features of Escalate include:

  • Configurable actions
  • Escalation reporting
  • Alerts and notifications
  • Dashboard management


If you’re looking for a way to streamline your customer support operations and avoid any future customer escalations, we recommend investing in DataMyte’s Escalate software. It’s an essential tool for any business that wants to provide its customers with the best possible experience.

Click here to learn more about Escalate, or contact us today to schedule a demo. We’ll be happy to show you how Escalate can help your business streamline its customer support operations.



Escalation management is an important part of customer support. By following the best practices outlined in this article, you can ensure that your customers get the best possible support experience.



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