crm | Customer Service Solutions, Inc. - Page 2

Listen with Your Eyes - 1/28/25


Out of the corner of his eye, Patrick saw the customer enter the lobby.  The customer was carrying a large shoulder bag with several papers in her hand.  The customer was shuffling the papers and looking down; then she stopped, looked up, and saw the staff navigator sitting at Read more

When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Customer Relationship Mismanagement

Posted on in Business Advice, World of Customer Service Please leave a comment

A company was selling advertising space for a publication to be distributed to law firms across the region. Christine, the publisher’s sales representative, had left a message on my voice mail stating that she would e-mail details on pricing and distribution.

Later that day, I received an e-mail (from a generic e-mail address) with all the information that Christine had mentioned. Since our company has no law firms as clients and does not target that industry, we had no interest in buying ad space. So, I pleasantly responded to the e-mail that I was not interested.

About one week later, Christine called to remind me of the e-mail that her company had sent and to say that if I wanted to buy, I had to do it by the end of the day. My opinion of her company immediately plummeted. Why?

The concept of Customer Relationship Management has two core characteristics. The first is that any marketing or service contact to a client is customized based on that client’s unique interests and characteristics. The second is that multiple typically disparate functions (such as call centers, customer databases, e-mail applications, web sites, etc.) are all integrated so as to share access to this client information.

This company failed on both counts. First, they had no qualification of our interest in advertising. We’ve never worked with a lawyer or attempted to work with legal firms as clients. Second, their e-mail marketing system obviously didn’t feed information to their sales representatives since our response declining their offer never reached Christine.

This mismanagement of communications wasted my time in responding to two calls and one e-mail and wasted their time in first marketing to and then unnecessarily following up with a disinterested prospect. They lost credibility and created more work for themselves.

Think about how you manage communications and relationships with your customers FROM YOUR CUSTOMER’S PERSPECTIVE. Target and coordinate communications to reduce your workload and maintain corporate credibility.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/