representative

Are you the Output or the Input? - 6/25/19


You’re the output and the input. Sorry to put it into such technical/industrial engineering terminology. But in a service system, we all have some role as a part of the process. First, we receive the output. Somebody has a customer that they direct to us, so that handoff is from Read more

Hear Them, and Tell Them What You Heard - 6/18/19


CSS has conducted close to 1000 research projects over the years, many of which were web-based surveys. And oftentimes, in addition to or instead of completing the online survey, respondents e-mail us directly with questions or comments – and we respond personally to every message on behalf of our Read more

It’s Decision Time. What are you going to do? - 6/11/19


Serving others is tough. Whether it’s dealing with an irate customer, having to field the same question from the 100th different customer this month, or keeping 10 plates spinning while still smiling in front of the client, it’s hard. You want to do a great job, and you’re constantly put Read more

You Do Know Jack - 6/4/19


Have you ever had a co-worker who causes more problems than they solve? Simple things they do are often, from a procedure standpoint, correct. But the way they handle situations makes them come off as indifferent. Let’s call this co-worker “Jack.” Even though certain actions by Jack may seem innocent Read more

How to Give the Right Kind of “No” - 5/28/19


In a perfect world, you never need to say “No” to the customer. But as we all know, this is not a perfect world. There are a lot of issues in the world, and there are a lot of issues in customer service. Our companies are not perfect, our Read more

Make it Crystal Clear - 5/21/19


Sometimes we communicate so well, and sometimes we don’t communicate as well as we think we do. When you’re trying to set or manage another person’s expectations, what you say may be very clear to you, but the reality is it may not be clear to the other person. Read more

Harvey Wrote the Book on Focus...and Golf - 5/14/19


In Harvey Penick's Little Red Book, the famous golf instructor provides many key tips about golf that just as well could apply to life in general. One such tip is the following: Once you address the golf ball, hitting it has got to be the most important thing in Read more

Stop Rolling Your Eyes - 5/7/19


Most of our customer service tips offer advice and guidance. But advice and guidance is useless if the individual receiving it is not willing to listen, learn the theory behind it, and try to apply what they’ve heard or learned. I’ve personally facilitated hundreds of training sessions with clients over Read more

Should you tell the customer? The Employee’s Dilemma - 4/30/19


Last week we looked at the dilemma that many companies face – When there is an issue that is going to happen, should they tell the customer? This week, let’s address that same question from the employee’s perspective. I personally experience employees struggling with this question when I’m in Read more

Should you tell the customer? The Company’s Dilemma - 4/23/19


I have a lot of clients that struggle with this question, both at a company/strategic level as well as an individual representative level. When there is an issue that is going to happen, should you tell the customer? This week we’re going to address the question at the Read more

Build their Confidence in You – 8/22/17

Posted on in Customer Service Tip of the Week Please leave a comment


The service and retention rep was getting quite a rep! Although Jessie had only been with this sports franchise for 10 months, she was continually getting unsolicited praises from her season ticket holders. They were e-mailing her boss, sending positive letters to other team executives, and sending her cards as thank you’s.

And while all that was great, her manager hadn’t been overly curious about why she was receiving all the accolades. The tipping point for him was when the annual seat selection and renewal process came around for the first time for Jessie, and her boss noticed something staggering. Although other representatives were averaging only 35% renewals of FIRST-YEAR season ticket holders and none surpassed 50%, Jessie was already over 80% renewals, and there was a month left before the deadline.

Her boss saw success – and the dollars she was generating – and he wanted to know how she was doing it.

“I’m not certain,” said Jessie. “They come in a little uneasy about the process of renewal, the commitment, the risk of changing seats or adding seats or upgrading seats – just like with the other reps’ accounts. I guess that the one thing I notice is that when my clients leave, they’re confident. They know what to do and how to do it; they know the benefits; they know what they’re going to get; they know they can trust me, so they’re comfortable, too.”

Jessie’s manager had always preached the importance of building emotion to make a sale or renewal, but Jessie’s approach was to breed confidence and comfort. She would listen to the account holder, understand their needs, and show her understanding of their concerns and apprehension.

She would explain the processes in clear and simple steps, and she’d explain how she’d helped many other clients through the decision-making steps and renewal processes successfully time and time again.

Jessie was credible, she painted a vivid picture of success, and instead of trying to create positive emotion, she eliminated negative emotions – the roadblocks to decisions. Instead of dominating the discussion, she listened and built the customer’s confidence.

Sometimes the best customer service you can provide doesn’t require you to provide anything. The best customer service is delivered when you take away the fears and anxieties of the customer and build their confidence.

To deliver great customer service, build their confidence in you.

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Going from Negative to Nirvana – 5/2/17

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I hate dealing with the phone company. Or the utility company. Don’t even get me started on the cable providers.

It’s often frustrating, prolonged, and not the least bit customer friendly.

When I had to embark on a conversation with one of the phone providers about issues with my landline billing, I called the customer service number on the bill. The person answered fairly quickly, was friendly, said they couldn’t help, and they would transfer me to someone who could. The phone rang twice, and a different employee picked up.

I asked if the first employee had explained my issue, and she said “No.” So I explained everything again from scratch. She, too, was friendly, and she, too, couldn’t help. She worked in the wireless area, and my question was about my office landline, so she had to transfer me.

The phone rang once, and it went into a queue. Thankfully it was answered in less than one minute by Jeffrey. As with the other employees, he was very friendly and greeted me professionally. I asked if the second employee had explained my issue, and Jeffrey said “No, unfortunately I didn’t receive a warm transfer.” I told him I was frustrated about having to keep repeating the same issue, and he apologized; then I explained everything again from scratch.

This is when the negative experience went to positive. Here are several things Jeffrey did:

  • He was patient with my description of the issue.
  • He asked questions to clarify my concern and related need.
  • He offered a resolution but asked if he could put me on hold for 2 minutes to confirm with his supervisor.
  • I was on hold less than 2 minutes.
  • He clarified the resolution and confirmed I wanted to go that route.
  • He asked if I had time to stay on the line for him to make the account changes.
  • During downtime (when the system was processing), he asked about my business, my location, sports interests based on my location, etc. He shared a little about himself as well.
  • He told me what e-mails I would start receiving from the company and confirmed I’d received them.
  • He sent me an e-mail from his account so I’d have his contact information for follow-up.
  • He told me what next steps would occur and within what timeframe.
  • He was patient with my numerous questions and didn’t close until he confirmed I had all the questions answered.
  • He closed by thanking me for my business and reminded me to please contact him when a certain item was shipped so he could help me with the final steps.

 
This was a situation that started with two friendly people but a lousy experience. Then one employee patiently, proactively, and personally turned it all around.

Find ways for your company to better communicate internally so the customer has a better experience. And learn lessons from Jeffrey to move from negativity to customer service nirvana.

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The Over/Under of Ted’s Talking – 2/14/17

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Ted was like many employees new to the world of customer service – great intentions creating great enthusiasm resulting in great big mistakes with the customer.

How?

The female customer asked a question (or Ted heard at least part of the question), and it triggered something in Ted’s mind. He knew the answer. He wanted to help, and BAM! He just started talking – fast and energetically. He verbally “ran over” the customer. Talking over her with his answers. He was delivering, but she was being taken aback. He thought of himself as helpful, but she thought of him as rude, not letting her finish, interrupting her in mid-sentence.

Sometimes Ted didn’t know the answer, but – again – he REALLY wanted to help. So with the customer talking, he’d turn to a co-worker and quietly start asking his more experienced peer some questions. Unfortunately, he wasn’t so quiet that the customer couldn’t hear that Ted was saying something. He was talking “under” the customer, not interrupting, per se, but talking to others while the customer was talking was coming off as rude – like the customer wasn’t worthy of Ted’s attention.

Over time, Ted was still the same energetic person as when he started, but he became more self-aware. When he would feel himself interrupting, he’d pause and say “Oh! I’m sorry. Please continue; this is really helpful.” And if he needed to ask a co-worker for guidance, he’d patiently wait for a pause from the customer, ask permission for a minute to investigate the right course of action to best help the customer, and he’d move the call to a hold.

Enthusiasm is a wonderful gift. Don’t quash it in yourself or others, but also don’t let the enthusiasm in conversations convey rudeness.

Learn the Lessons from Ted’s Talking.

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