csr | Customer Service Solutions, Inc.

Home  /  Create Mutually-beneficial Relationships – 3/10/20  /  csr

Use AI to Improve Your Performance - 7/23/24


Many companies are integrating Artificial Intelligence (AI) into some aspect of their business.  This could greatly change how they operate, how they communicate with customers. This AI wave reminds me of a story from 20+ years ago when a stock brokerage firm launched a new website that greatly enhanced the Read more

The New Burger Experience - 7/16/24


Floyd loves a good hamburger. Any chance he gets to try a new spin on an old standby, he takes it. Recently, a burger joint opened near his house, and Floyd was very excited! It was owned by and named for a world-renowned chef, so it had to be Read more

Boost Customer Happiness - 7/9/24


There’s a cooking show that a friend of mine watches, and the premise is all about reverse engineering food.  They may take a Reese’s Peanut Butter Cup, analyze it, and determine the ingredients just by tasting it.  Then they figure out a recipe.  The cook will try to make Read more

Brainstorm to Better Yourself - 7/2/24


I’ve led enough sessions with clients on continuous improvement topics to have solid experience on how to lead ideation exercises, brainstorming to develop new ideas.  Oftentimes these sessions start with the right question; the first answers may not be the ultimate solution, but they can serve as a jumping Read more

The Power of the Pause - 6/25/24


When I’m facilitating a meeting, and it feels like it’s going off-track or the discussion is going a little longer than it should, I may say something like “let me pause the conversation so that…” or “let’s pause just for a minute and consider…” I don’t like the word STOP. Read more

Handle Interruptions Heroically - 6/18/24


In the middle of a project, Jimbo, the customer service team member, had to stop what he was doing because he received an e-mail from a customer complaining about their experience at a recent event. Later that day, Jimbo was asked by his boss to put everything on hold for Read more

From Employees to Teammates: The Shift - 6/11/24


Be a great teammate. Be a good team player. We’re all part of the team. We’re no longer employees, we’re team members! The phrase “Team” is used in describing co-workers so much more than it was used years ago.  Then, we would be talking about employees, talking about staff, talking Read more

Nurture New Relationships - 6/4/24


Freddie was a new business owner in town.  He was launching a franchise, had acquired some funding from a local bank, and was in search of staff who cared about customer service. All the while, he was in the process of renovating a storefront for his business, so he was Read more

There’s Positivity in Patience - 5/28/24


The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting Read more

The Goal – A Great Experience - 5/21/24


The following is a narrative of a great experience (people, process, service, facility) at a minor league sporting event – key points that could apply to any business are in bold… Mark and I pulled into the parking lot, excited about the game.  The Slapshots had been on a roll Read more

•••••

Create Mutually-beneficial Relationships – 3/10/20

Posted on March 10, 2020 in Customer Service Tip of the Week Please leave a comment

We have worked with many clients over the years who have long-term staff in customer service roles.  At some point, the company decides to add a sales component to the responsibilities of the representatives, and the sparks start to fly!

I was not hired to sell. This is not in my job description. I’m a service person, not a salesperson. Customers don’t want us pushing stuff on them.

These are the kinds of objections that management gets from staff, and many of these objections are entirely valid.  For an organization to effectively pivot from purely service to service with some sales, leadership has to instill a mindset that it is possible to have a mutually-beneficial relationship with customers.  It’s not just that the company benefits from the customer’s purchases.  We also need to see how the customer benefits from what the company can provide.

When we were conducting a workshop with a client recently, we asked how to create mutually-beneficial relationships with customers.  This is some of what they said:

  • We provide them information that might save them money, such as information on rebates.
  • We provide educational information and services on trends in industry, technology, regulations, policies/procedures, and other information of use to them.
  • We have a loyalty program for their ongoing use of our products and services.
  • We understand what they want and need, we’ve asked them about their goals, and we take action based on what they tell us.
  • We know our products, so we can make sure we match up a specific need with a specific product.
  • We know our services and how to fix issues quickly, so we can be very responsive to their challenges.
  • We have connections with other groups within our organization and with other organizations, so if there’s something they need that we don’t provide, we know how to make that match.
  • If we know something is going to be backordered, we identify it and proactively reach out to them to make an alternative offer.

Some of what the client personnel told us related to positioning yourself as an educator for customers.  Some examples related to understanding your business exceptionally well so you can match their need with your solution.

Some comments related to being proactive on sharing information that might save the customer money, or being highly responsive when issues arise that might challenge them.  And some of these ideas simply dealt with knowing the customer better as well as knowing where to go to meet customer needs, even if it wasn’t within your particular organization.

If part of the customer service representative’s responsibilities is to sell, make sure that the organization and staff first understand how to create a mutually-beneficial relationship.

Signup for FREE Tips!    Contact Us    More Resources for You    Visit Our Home Page


A Representative Success! – 12/11/18

Posted on December 11, 2018 in Customer Service Tip of the Week Please leave a comment


I was in a meeting recently with a client, and it was interesting to chat with one of their best customer service representatives. This is an employee who works with the same business clients every month, and when she described what she does, best practices started flowing.

She knows her customers so well that when she sees their phone number pop up as they call her, she immediately knows who it is that’s calling. She immediately recalls: Jane is a cat person; Bob’s been having a hard time lately. She then starts the conversations by asking about their kids or their family or their work or their pets.

She thinks of these nuggets and utilizes them for those she cares about – her customers.

There are thousands of individual products and hundreds of pieces of equipment and parts that her company sells and services. But she is exceptionally knowledgeable about the details such that she not only knows what the product is, but she also knows which clients might be interested in which products based on which promotions.

She is fortunate to be in a company where the culture is more about relationship-building and development than it is about quick handle times on the call. That positive cultural focus enables her to be patient with the customers in-the-moment as well as to think long-term about how she handles the call today and the impact that will have on her relationship and sales moving into the future.

She communicates frequently and freely with her regional sales managers, and they have a clear understanding of when and why one would communicate with a particular client versus the other.

The skills and attributes of this individual are the skills and attributes of somebody who truly cares about her customers and cares about her job as well. These are attributes that focus on long-term thinking, and the result is long-term success.

Learn from this representative’s best practices!

Signup for FREE Tips!    Contact Us    More Resources for You    Visit Our Home Page

 


Be Like Mike – 10/7/14 TOW

Posted on October 7, 2014 in Customer Service Tip of the Week Please leave a comment


It was the 1980s, and cell phones were new. You had the soft, black carrying base the size of a phonebook, and you dreamed one day of getting a flip phone…

True Story – Dave was losing service on his cell phone, and he had an urgent need to get it fixed. He was getting ready to go on a business trip, and he needed the phone to talk to several of his customers, with many of the discussions needing to be taken care of “mobiley.”

So Dave called his cell phone provider, and the customer service representative (CSR) picked up the phone.

Dave: “Are you a basketball fan?”

CSR: “Uh, yes.”

Dave: “Well there’s 2 seconds left, you’re the coach. The ball needs to go to Michael Jordan to win the game. Now, I want you to stand up at your cube, look around the office, and get me in touch with your Michael Jordan.”

The CSR puts Dave on hold and transfers the call to the lady sitting right next to him – Theresa. She takes the call, identifies Dave’s needs and his situation, and promises to address the problem. She does everything perfectly!

Three hours later, Dave hears his phone ring for the first time in days; it’s working! Theresa had called to tell Dave that they had figured out the problem. It wasn’t an easy solution, but she got it done.

Several months later, Dave’s in his office, and he remembered the situation. He wrote a letter to the company praising Theresa and providing all the details he could remember.

About 9 months later, Dave gets another call from Theresa. She said she’s moving to Memphis – she got a promotion and was now VP over customer service for her company.

Dave: “Congratulations, Theresa! I’m so happy for you!”

Theresa: “If you’re ever here, please come into the office. And if you come into the lobby – there’s a glass case with awards, trophies, and plaques. Right in the middle of the display, there’s a framed letter – it’s the letter you wrote. Thank you, Dave!”

Theresa was the go-to person. She was Michael Jordan. She produced in the clutch, and she was rewarded.

As the old commercial says, “Be Like Mike.”

Signup for FREE Tips!    Contact Us    More Resources for You    Visit Our Home Page


1 2   Next »