customer relationship management | Customer Service Solutions, Inc. - Page 3

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and 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/


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