customer relationship management

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Is This Good Customer Service? - 9/29/26


A friend of mine reached out to me recently as she waited for the electrical technician to show up at her house to do some minor repairs.  She had never worked with this company before, but they sent a text about the tech who was soon to arrive. The message Read more

Ownership when Fixing Others’ Errors - 9/22/26


We were conducting training with a client recently, and one of the participants, Jackie, is in a role in his organization where he goes out to the customer site to investigate issues, address customer complaints, and fix problems.  While he’s at the site, he often gets an earful from Read more

Why “No” is So Important - 9/15/26


The employee told the caller: “I don’t think that is possible.” The customer eventually hung up, and redialed to ask a different employee the same question. The employee responded to the customer: “That’s probably not the best way to do it.”  Then, the customer kept asking question after question, arguing Read more

It’s Not “You,” It’s “I” - 9/8/26


During a business writing course that I took years ago, the instructor had us write an e-mail.  I can’t recall if it was written to a co-worker or customer, but after writing this e-mail, she had us count every “I” and “You.”  We talked about how we need to Read more

It Shouldn’t Make a Difference, But… - 9/1/26


We have this conversation with lots of our sports clients, but the principles apply across all different industries.  Too many service representatives view a conversation with a customer as a transaction.  Just get him off the phone as quickly as possible.  The customer is Joe Public, not Joseph Pendergrass.  Read more

Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

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

Posted on July 11, 2023 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

Posted on March 7, 2023 in Customer Service Tip of the Week Please leave a comment

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 October 12, 2021 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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