customer service | Customer Service Solutions, Inc. - Page 116

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

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

Banking on Deposits Requires More Than Acquisitions

Posted on in Business Advice, Carolinas Please leave a comment

Many small banks are trying to increase their core deposits, relying less on fees to generate revenue. And while this is a good thing for many banks, there needs to be a retention component to the core deposit growth strategy.

In the article Small Charlotte-area banks get creative in boosting core deposits, Adam O’Daniel makes the point that small banks in the Carolinas are attempting to increase core deposits (i.e., local deposits) to help fund growth because of their stable nature; remember that cash that comes in from loans or short-term investments creates more variability, uncertainty, and risks for banks than cash from core deposits.

The way many of these banks are growing core deposits is through acquisition. The concept is that if the small banks buy even smaller banks in small towns, the acquirer would have that stable cash flow for a long period of time to fund other activities. Without getting too much into the minutia, here’s the key customer retention-related point – just as banks have acquisition strategies to buy other banks, they need culture-oriented strategies and client retention and growth strategies which address the employees and customers they acquire.

Internally, these banks need to be looking at how they retain the small town staff that have formed the relationships with the customers – because the customer relationship and loyalty may be more with “my Teller, Betty” than with “Bank XYZ.” The banks need to ensure that executives are incented for retention just as much as profits, since the acquisition assumed that the core deposits would be retained. And the banks need to have processes in place to quickly analyze and get to know their new customers, build relationships with them, and proactively seek to grow those relationships once retention is solid.

When trying to grow through acquisition, make sure you’re not going to lose the good employees and solid clients you acquire. Understand what drives loyalty at the local level.

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/

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


Why Customer Service is “IT” in Technology

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

In the ZDNet article IT managers: Customer service trumps managing costs, the author references a study of 220+ US-based Information Technology managers about their priorities, and customer service was listed as a high priority to the point that 70% felt that customer service was more important to them than managing costs. Now this is important to note, particularly since technology is often seen as a driver of productivity in organizations and, therefore, a cost reducer.

Of those responding to the survey, 65% said they felt “personal pressure” to provide good customer service. So what is driving this “personal pressure?” In most organizations, pressure to provide great customer service comes primarily from the customer. Now it may go through executive management to the middle managers, but it starts with the customers.

In the world of Information Technology, those customers are typically other departments in the organization. They’re complaining about the lack of responsiveness. They’re complaining about technology people too focused on the technology and not focused enough on the people to whom they’re supplying the technology. They’re complaining about attitudes of arrogance. They’re complaining about cumbersome processes to get a request submitted, an issue resolved, or a need met.

So when I.T. managers say they feel “personal pressure,” it’s typically coming directly from company executives who understand how overall company performance in serving the external customer is impacted by service to internal customers.

Now look at your business. Think about all the people internally that need to share information, ideas, technology, supplies, and materials with each other to meet that end customer’s need. To figure out how to make great improvement in customer service to external customers, figure out how to serve internal customers more efficiently, simply, and respectfully.

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/


Schools Should be in the Business of Providing Customer Service

Posted on in Business Advice, Education Please leave a comment

In a New York Times School Book article titled “Parents Deserve the Best Customer Service…,” a New York City Charter school principal – Jim Manly – tells parents “you deserve the best customer service on the planet.” (I should just say “Amen,” but that would be too short a post).

We’ve performed customer service training and even mystery shopping for K-12 schools, community colleges, and universities, and the reason is that some educational organizations do “get it.” They realize that – when parents base decisions on where to send their child, or what attitude they’ll have with an employee, or the opinion about the school that they’ll share with a friend – they base those decisions, attitudes, and opinions on the people they interact with, what’s it like to work with a school, and the quality of the education itself.

So the quality of the education is important, but the respect conveyed, responsiveness to needs and inquiries, timeliness of action, and ease of doing business with the school also matter to most parents. Therefore, schools, community colleges, and universities must have a competitive attitude of “I need to earn the parent’s trust” and “I need to earn the right to teach their child” and “I need to earn their respect by how I interact with them, work with them, and teach their children.

These tenets of great customer service apply to most any business. If more businesses felt like it was up to them to earn the trust, the business, and the respect of their customers, then we would all be providing truly GREAT customer service.

Use customer service to earn your customer’s respect and repeat business.

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/