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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

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

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Don’t Let the CRM Tail Wag the Dog

Posted on February 8, 2012 in Business Advice, World of Customer Service Please leave a comment

Lacking a strategy on how to retain customers, many businesses look at their cool new CRM (Customer Relationship Management) system and go down the wrong path.

You mean we can setup the system to e-mail the customers? Great! Our retention plan is to blast our customers with e-mail marketing messages!!

You mean we can pull in fields from the sales module and use those with our current customers? Great! Let’s figure out what fields those are so we can make sure we get that information…so that we can have that information…so that we can look at that information…and we can manage our customer relationships!

You mean there are standard surveys and dashboards that we can use? Great! We’ll use those survey questions and those dashboards to manage our customer relationships!

Now what’s wrong with all these scenarios? Hopefully you’ve guessed it. The company is devising a Touch Point Plan based on a computer system’s feature. The company is determining what intelligence to acquire based only on what the system gives them. The company is surveying and managing through standard reports from a system.

The system is creating, executing, and managing the strategy. The tail is wagging the dog.

Instead, companies should determine their own retention and growth plans with existing customers, and determine how to leverage the CRM system to help when needed. Companies should determine what intelligence to gather, how to gather, and – actually as the starting point – what they’re going to do with that intelligence. Companies should determine how they want to analyze it; then get the system to do what it needs to do for them.

Systems are generally built generically – for broad application.

Your business is built SPECIFICALLY – for your customers. Lead your systems; don’t let them lead you.

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

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

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


Don’t Let Local Politicians Drive Customer Service

Posted on February 2, 2012 in Business Advice, Government Please leave a comment

You know it must be bad when local politicians want to draft a resolution that requires that government employees deliver good customer service.

A Maine City Councilor is looking to improve customer service at City Hall by crafting a document that requires that customers “are treated with the utmost courtesy and that all such transactions are handled in a respectful and professional manner.” He’s heard of residents and local business owners not getting prompt, effective service in response to inquiries and in the permitting processes.

While most municipalities have local developers, design professionals, and those who work in the trades who have concerns with permitting and inspection processes, it’s a sad day when politicians feel the need to take up the mantle of customer service champion. Maybe this Councilor truly feels customer service is a major concern, or maybe he is pushing this for some other reason, but the point is that there are ways to improve customer service – and this isn’t at the top of the list.

We’ve worked with local government – in permitting/inspections areas, in particular – for years, and much of what they’ve done to continuously improve customer service focuses on 3 areas:

· Continually Engage the Customer – Have local committees made up of the building community that offer you input into your plans, share feedback on service, and provide support on your initiatives. Augment this with ongoing (at least bi-annual) surveys of the broader constituency.

· Ensure Staff Have the Skills and Mindset They Need – Develop customer service standards – a bare minimum expectation in terms of how staff will engage customers. Provide training on the skills, principles, and philosophies of great customer service. Most permitting/inspections staff are hired because of technical skills, so they need training to ensure they also have great communication and service skills.

· Have a Process Improvement Orientation – So much of what drives satisfaction (or dissatisfaction) with permitting and inspection services relates to processes. How quickly can a permit be issued? How easy is it to submit plans for review? How often to inspectors show up at the scheduled time onsite? Ensure your processes and technology are standardized, efficient, and easy to navigate.

Take the need to improve out of the hands of the politicians. Talk to the customer. Train the staff. Continuously improve your processes and systems.

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

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

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


2 of 3 Customers Switched Providers – Did Yours?

Posted on February 1, 2012 in Business Advice, World of Customer Service Please leave a comment

A recent Accenture consulting research study noted that 2 out of 3 consumers worldwide “switched providers in at least one industry in the past year due to poor customer service.” In addition, “Forty-four percent of consumers said their expectations today are higher than they were just a year ago.”

Boiling these two key points down to a quick conclusion, you could say that today’s customers expect more, and they are highly likely to leave if you don’t meet those expectations.

So what do you know about TODAY’S customers? Don’t just think in terms of surveys you conducted on customers 2 years ago or market research conducted 4 years ago or focus groups you did 18 months ago. What do you know about the customers you have TODAY?

Older information from past customers about previous experiences in a different time can lead to faulty decisions for tomorrow.

Any organization that wants to continue to learn, to improve, to grow, to succeed has to – at the same time – continually communicate with and learn about their customers. What do they expect out of their experience? Why are they a customer? Why would they leave? What competitors are they considering or already patronizing? What makes them loyal to you, or what WOULD make them loyal to you?

Ensure you have an ongoing customer research strategy that provides you with the fresh intelligence you need to retain and grow with TODAY’S customer.

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

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

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


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