operational excellence | Customer Service Solutions, Inc.

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

Cloud and Customer Retention

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

Customer retention becomes a hotter topic every time the economy tanks. Most recently we noted in the early 2000s and starting in early 2009 that businesses were talking more about customer service, loyalty, and retention. That focus increased because the backlog of customers and the levels of disposable income greatly decrease in recessions, so the demand for products/services generally decreases.

As demand decreases, so does either volume or pricing, and thus begins the pinch on profitability. So organizations begin to realize something they forgot – that customer retention initiatives generally provide ROI multiple times that of acquisition initiatives, and to maximize profit, they have to redirect marketing dollars to retention.

With the advent of cloud computing, a new twist on customer retention can be taken. The cloud enables businesses to house the client’s data – using the cloud to hold and backup information so the client doesn’t have that responsibility. But to truly understand how the cloud really enables customer retention to grow, refer back to the 1990s book “The Discipline of Market Leaders.” In that book, the authors note that industry-leading companies typically master one of three key disciplines, Product Leadership, Operational Excellence, or Customer Intimacy.

Customer Intimacy focuses on generating loyalty by knowing your customers so well, having relationships so strong that your customers will stick with you. But don’t view “customer relationships” as some “soft” relationship, and this is where the cloud comes in. Build loyalty by having your products and services become vital to the day-to-day operations of your clients. Build loyalty by becoming integrated with your customers. Build loyalty by using the cloud, cloud computing in particular, or access to (or storage/backup of) client data to fill a need for your client.

To create more loyal clients and build your customer retention, find ways to use the cloud to get your clients housing their data on your systems. Use the Cloud for Customer Retention.

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/


What’s the Page?

Posted on in Business Advice Please leave a comment

Who’s on the same page in your organization? Who’s not? Let’s start with this question.

What is “the page?”

Most organizations try to create a certain culture. “We’re an entrepreneurial organization!” or “We’re leading-edge innovators.” or “We’re all about quality.” or “We’re about empowering employees.”

All that’s well and good, but what’s the point? You’re entrepreneurial to do what? Your being innovative why? You’re about quality for what reason? You’re empowering employees to accomplish what?

You’re trying to create a certain culture or image or mindset or reputation, but don’t create those things for the sake of creating them. Start with defining the goal, the Vision, the purpose, the Mission – the “page.”

Maybe being entrepreneurial isn’t the best thing if you need operational excellence to compete. Maybe being leading-edge isn’t the best thing if your customers are risk-averse. Maybe quality being the top priority requires your cost per unit to rise above competitors. And maybe empowering employees isn’t the best thing if your company is poor at defining parameters for decision-making, holding others accountable, and rewarding risk.

I’m not saying these characteristics of culture aren’t important. I’m saying “don’t get the cart before the horse.”

Know who you want to become and where you want to go. Only then should you identify the culture you need to get there.

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/