customer relationship management | Customer Service Solutions, Inc.

A Simple Phrase to Transform Your Customer Feedback Approach - 2/18/25


I went to a restaurant called Big Ed’s (no relation) in Raleigh, NC recently.  It’s basically country cooking with fantastic breakfast options!  On the menu there was a quote that said: If you enjoyed your meal, tell a friend.  If not, please tell us. That was an excellent statement that embodies Read more

What Phones and Football Have in Common - 2/11/25


Congratulations!  You made it through weeks/months of hype for football’s Super Bowl!  You made it through hundreds of pregame shows and podcasts, endless debates on things endlessly inconsequential, 10 hours of pre-game shows on Sunday, what seems like 100 commercials designed specifically for the “Big Game,” and the longest Read more

Create Awareness of Alternatives - 2/4/25


Sandy was hungry, and she was on the move.  Driving between meetings, she saw the restaurant sign and pulled in.  The fast-food restaurant had two drive-thru lanes.  One was for any customer who wanted to place an order on the spot. The other was for mobile orders only.  The Read more

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

Connect – The Power of Working Together – 7/11/23

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

Herman Melville, the American writer/novelist, once said:  We cannot live only for ourselves. A thousand fibers connect us.

One great characteristic of those working in customer service is the fact that we are living and working for others as much or more than for ourselves.  Melville talks about having connections with those others.  A good way for us to look at connecting with others is to see it both from an external connection as well as an internal connection.  

Externally, we could be talking about our customers, the parents of the children we serve, our clients, our season ticket holders, residents in our community.  How do we build relationships with them?

It helps to have common goals so that we know that we are working together towards something.  It helps to build trust – doing what we say we will do – and loyalty.  It helps to be solution-oriented when building relationships, so we can see positive outcomes from our actions together.

Internally, we could think about connecting in terms of collaboration – finding ways to work well with our co-workers and colleagues.  We do this by proactively sharing information – looking at information we have available and asking ourselves:  Who else would benefit from this information or knowledge?  We do it by providing ideas to our co-workers. We do it by offering our support in their efforts or the organization’s efforts to move toward goals.

There is power in connecting in customer service.  With those we serve outside the organization, the power comes through relationship-building, and it results in the building of mutual trust and loyalty as well as better outcomes.

Within an organization, the power comes in a greater sharing of knowledge, freer offering of ideas, and greater acknowledgement when we received those ideas.  It comes in more frequent and more expeditious achievement of organizational goals.

And all along the way, these positive outcomes, this loyalty, this trust, and the sharing of information results in a better place to work, a more cohesive culture, a more positive experience, and a more productive work life.

Intentionally connect with others to tap into the power of working together.

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Frame the Ways to Get Back Your Customer – 3/7/23

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Every organization that gains customers is in a position to lose customers.  For the sports organization, it’s the lost account holder.  For the healthcare provider, it’s the member who enrolls with the competitor at the end of the year.  The retailer, the software provider, the financial services firm – lost customers occur, typically with clear financial repercussions.  Even with local government, it’s the customer moving elsewhere, the customer circumventing the system, the resident griping and complaining.  Maybe that loss is loss of support, but it is still a loss.

So, if you’re smart enough or lucky enough to get a chance to identify the reason for the loss, maybe there’s a chance you win them back.  Or at least there’s a good chance that you can put some improvement in place to mitigate similar losses in the future.

If you’re formulating a survey or talking with the customer, create some structure around how you ask about exit reasons.  Use this framework as a starting point:  Think about Product, People, Process, Policy, and the Place.  You’re trying to get a holistic view of the customer experience in those controllable categories of exit reasons.

For Product or Service, what about the product could have been improved?  What could have been done so it stood out a little more relative to the competition?

For People, think about the organization, the culture, how those communications flow and how those relationships are developed.  Ask the customer about the attitude, skills, knowledge of your team.  How do they communicate with the customer?  And did the company as a whole proactively communicate with the customer – trying to keep the relationship strong?

Regarding Process, how self-evident is the experience?  What are the wait times or lead times like for the customer?  Is everything as self-evident as possible?  Are the terminology and technology and paperwork simple enough and clear enough for any customer to understand and navigate?

Do the Policies restrict the customer experience or enhance it?  Are policies conveyed clearly, and are they in the best interests of the customer?

And what about the Place?  This could mean the physical facility or the environment that people experience online or with your apps.  Is it intuitive and clear and, again, easy to navigate?

There are many reasons why companies lose customers.  To win them back, organize your thoughts within this framework.

Consider the Product, the People, the Process, the Policy, and the Place.

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Tailor to the Type – 10/12/21

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

We’re all different.  We’re all unique.  Every customer is different and unique, as well, and we should treat them as unique individuals.

While we should see each customer as unique, before we fully get to know the customer, there are some core philosophies to take into customer conversations based on the type of customer or situation that we’re encountering:

  • If they’re upset, listen.
  • If they’re new, learn.
  • If they’re long-term, appreciate.

 
When people are upset, they want to feel that you care, like you truly want to help.  But when you interrupt or argue, you’re not allowing them to vent and blow off steam.  You’re not allowing them to make their point.  You’re conveying that you don’t care.  If they’re upset, listen.

When a customer is new, you want to begin developing a relationship, and as we often say, it’s easier to have a relationship with someone you know than with someone you don’t know.  Be inquisitive.  Ask questions.  Why did they shop with you?  What do they need?  What do they look for in a business like yours?  If they’re new, learn.

When you’ve had a customer for a period of time – a recurring customer – they want to feel like you value their past purchases, their business…like you value them.  Get to know their name; be patient; reference past positive interactions.  Say “Thank You” over and over again – they deserve it!  If they’re long-term, appreciate.

Tailor to the type.

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