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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

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

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Great Customer Service is Up to Great People

Posted on March 15, 2012 in Business Advice, World of Customer Service Please leave a comment

There’s a lot at play in the customer’s experience – it’s the phone system they wade through, the website that gives them directions, the signage that helps them navigate the store front, the process for returning an item. But what’s most at play in customer experiences it the interaction, the 2-way dialogue between employee and customer.

In the Southern Business Journal article It’s the customer! Learn to see service from patrons’ vantage point, the author quotes a sales manager at the “Wright Do-It Center” that says one of the keys to “great customer service for her store is hiring the right staff members — finding friendly, outgoing and positive people. New employees go through extensive customer service training, she says, and management tries to look for opportunities to reinforce what staff has learned.”

In other words, the best CRM system, the best phone system, the best website, and the best process need the best of employees to make it all work. They discuss the use of “secret shoppers” to assess performance and identify improvement opportunities. They address surveys to research customer preferences. But whatever needs to be changed or improved in the customer experience, it comes down to people designing the change. People implementing the change. People delivering the higher level of service.

No matter what your organization does to improve customer service, remember that it all starts with people. Try to hire, train, motivate, and otherwise enable employees to become great at customer service.

Identify the criteria you use to hire people, how you evaluate them, how you hold them accountable and motivate them to grow, how you tap their knowledge to understand the voice of the customer, and how you use their talents to constantly improve customer experience.

Don’t get so caught up in investing in the latest technological advance or marketing scheme that you lose sight of the key to it all.

To keep and grow with your customer base, keep and grow your best talent first.

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/


Of Cash, Customer, and Culture – The Goldman Sachs Exit

Posted on March 14, 2012 in Business Advice, World of Customer Service Please leave a comment

What is Corporate Greed? One way to define it is simply that all that matters is the company and making money – the benefit to the customer is irrelevant. In the article Why I Am Leaving Goldman Sachs, Greg Smith announces why he left a high paying job and a company he had represented for almost 12 years – Goldman Sachs.

Read the article – click above. I’m not going to say much on it since it largely speaks for itself.

But the salient customer service point is that the question “How will this benefit the customer?” is not the core of the decision-making process at Goldman Sachs, not even a part of the decision-making process. In fact, it might be the opposite of the question asked in the decision-making process.

If you want a culture of customer service – a culture that employees can take pride in – put that question back into the heart of your discussion.

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/


Banking on Deposits Requires More Than Acquisitions

Posted on February 23, 2012 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/


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