process | Customer Service Solutions, Inc. - Page 14

Narrow Your Focus to Seek Excellence - 4/1/25


You’ve probably heard companies use phrases such as: “We want to go from being good to great.”  Maybe they’ve said: “We strive for perfection, and although we’ll never reach perfection, maybe we can achieve excellence along the way.” These organizations find some kind of a catch phrase or slogan, but Read more

Avoid the Unfriendly Ghost - 3/25/25


Last week we talked about the qualities of “PERKI Customer Service,” essentially what attitudes and actions are characteristics of those who provide great customer service.  This week, let’s take the opposite approach.  What are some of the mistakes that people make?  Maybe these are mistakes of omission or commission; Read more

PERKI Customer Service - 3/18/25


After having worked on hundreds of projects over the years with thousands of thousands of individuals, some things become pretty clear. There are certain traits held by people who are great in customer service.  Look at this list, and do a self-assessment.  Which apply to you? Positive and Patient Do you Read more

It Helps to Downshift - 3/11/25


One of the first tips I heard when I was learning how to drive related to what to do when the brakes fail - downshift.  Shifting into a lower gear can slow down a moving vehicle.  I would explain this in technical terms to you, but considering I’m not Read more

Patience is… - 3/4/25


Patience is a…pain in the neck.  Why is it so hard to be patient?  Those of us who work in customer service know that we constantly have to show patience with our customers.  We’re ready to move to the next step or the solution because we’ve heard this issue Read more

Everybody Doesn’t - 2/25/25


Joey received the compliment, but he was confused.  Paula, his boss, and Joey had their monthly one-on-one meeting, and Paula noted that, although he was new, Joey was already doing a great job!  While there were learning curves on some of the organizational policies and the technology that he Read more

A Simple Phrase to Transform Your Customer Feedback Approach - 2/18/25


I went to a restaurant called Big Ed’s (no relation) in Raleigh, NC recently.  It’s basically country cooking with fantastic breakfast options!  On the menu there was a quote that said: If you enjoyed your meal, tell a friend.  If not, please tell us. That was an excellent statement that embodies Read more

What Phones and Football Have in Common - 2/11/25


Congratulations!  You made it through weeks/months of hype for football’s Super Bowl!  You made it through hundreds of pregame shows and podcasts, endless debates on things endlessly inconsequential, 10 hours of pre-game shows on Sunday, what seems like 100 commercials designed specifically for the “Big Game,” and the longest Read more

Create Awareness of Alternatives - 2/4/25


Sandy was hungry, and she was on the move.  Driving between meetings, she saw the restaurant sign and pulled in.  The fast-food restaurant had two drive-thru lanes.  One was for any customer who wanted to place an order on the spot. The other was for mobile orders only.  The Read more

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

Build Up Your Peers to Better the Customer Experience – 8/6/13 TOW

Posted on in Customer Service Tip of the Week Please leave a comment

In developing relationships with our clients, rarely are we truly alone. Maybe for an instant or an interaction it’s just us and the customer. But if we look longer term (a patient stay in a hospital, an account holder for a sports team, a client for a bank, a taxpayer for a municipality), those customer relationships involve many employees working together for that customer.

And in most organizations, individual good experiences don’t necessarily mean an overall good experience or lasting relationships. Sometimes the difference between Good and Great in the customer experience is driven by the handoffs between the different areas and staff. So this brings up three key questions with some quick tips noted below:

How can we ensure the NEXT employee is prepared to receive the customer prior to the “handoff?”

  • Communicate between different areas of the organization about a customer and the handoff about to take place so the second employee anticipates and looks for the customer
  • Bring specifics into the equation (offer background on the customer to the co-worker) – ensure the next employee can pick up on one fact about the customer so the customer feels that the handoff was made effectively
  • Use names of co-workers when talking with customers about the next step to personalize the discussion and humanize the process
  • Show you care about your fellow staff member in front of the customer; have a pleasant, informal dialogue with your peer so that the environment is positive and professional.

How can we “build up” the NEXT employee in the customer’s mind?

  • Compliment the next staff member in front of the customer; this helps to create rapport and reduce customer anxiety about the process or the person
  • Use descriptive language to describe the next staff member – “they’re energetic, successful, friendly, etc.”
  • Address the credentials or experience of the next employee – “they’ve helped many people in similar situations to yours…they’ve been with us for 5 years…, etc.”

How can we check-in on the customer’s experience with the PRIOR employee?

  • Ask how the process has gone so far – possibly use open-ended questions to gauge their perception of the experience
  • Ask the customer how the interaction went with the prior employee; reinforce any positives they convey; offer empathy for any concerns they voice, and offer to follow-up on any issues, if appropriate.

Moving from a Good to Great customer experience can require employees to set co-workers up for success.

Enable the other employee to succeed to enhance the customer experience.

 


Same Wait, Different Experience – 5/21/13 TOW

Posted on in Customer Service Tip of the Week Please leave a comment

Jenny went to Clinic A. She waited 35 minutes after registering to get taken to a room for her annual physical. Beth went to Clinic B. She waited 35 minutes after registering to get taken to a room for her annual physical.

Jenny felt great about the experience she had that preceded her physical. Beth thought that timeframe was awful.

Here was Jenny’s situation: She was greeted as soon as she walked in the office by the registration clerk. The clerk smiled, handed her a clipboard with a couple forms to complete, and asked Jenny to return the forms once complete. After confirming that Jenny understood what was being requested, she sat down.

The forms took about 4-5 minutes to complete, and when she provided the forms to the clerk, the clerk smiled, thanked Jenny, and noted that she just found out they were running about 30 minutes behind. She apologized to Jenny, confirmed Jenny didn’t want to reschedule, and noted the water cooler, the magazines, and other items available to help the time pass. The clerk said someone would touch base with an update in about 15-20 minutes.

After 15 minutes, an employee told Jenny that it was looking like it would be 15 more minutes before Jenny would be taken back; 10 minutes later the same employee stated that it would be 10 minutes more (about 35 total), and she apologized for the additional delay. Ten minutes later, a nurse came out and called “Is Jenny Smith here?” As Jenny approached, the nurse apologized for the delay and noted she was happy to see Jenny.

Here was Beth’s situation: She walked into the clinic, found the registration window, and stood there for about 30 seconds until the employee looked up and said “hello.” The clerk provided the forms on the clipboard and asked Beth to complete and return them.

When Beth provided the forms to the clerk, the clerk said “Thanks. We’ll call you shortly.” After about 20 minutes, Beth walked up to clerk and asked when she’d be seen. The clerk said “We’re running a little behind. We’ll call you back shortly.” So Beth returned to her seat.

About 15 minutes later, a nurse came through a door and said “Johnson!” That was Beth’s last name, so she jumped up and walked toward the nurse. The nurse held the door open and pointed at the scale just inside the door and said “I need you to get on the scale to check your weight.”

Same wait time. Same paperwork. Totally difference experience.

Communications can take a bland experience and make it palatable – or even positive! It’s like taking a quarter pound hamburger patty and adding the lettuce, tomato, condiments, cheese?, and a nice bun. It’s taking the basic and making it something worthy of your business.

Make sure the blandness of some processes and products are made palatable by great customer service.


Stop Punishing Account Reps

Posted on in Business Advice, Sports Please leave a comment

I’ve read stories recently of account representatives on professional sports teams being laid off. On one team, it was because the team sold so many seats, they didn’t need sales representatives. On another team, it was because the team performed so poorly on the field, that attendance was down, and the team needed to cut costs – so they let go of fan relations staff.

Our company is very focused on getting clients to deal with the root cause of problems. So let me try to understand this from a root cause perspective. If your product is really exciting, you don’t need sales staff. And if your product is terrible, you don’t need customer service staff. Are those the conclusions I should draw?

Any organization wanting to be GREAT needs to realize that customers form opinions of businesses – any business – based on 3 key attributes: 1) The Employee Attitudes, Skills, and Knowledge. 2) The Processes that the Customers Experience. 3) The Product or Service Itself.

To take out the first (and some portion of the second) of those three key attributes is short-sighted. It says if our product is exciting, we don’t need staff to sell. If our sales are down because of disappointment with the product, we don’t need staff to try to maintain those customer relationships.

When your organization has a new hot product or – conversely – has a bad product, don’t take it out on your sales and service staff.

They’re the ones who interact with your customers. They’re the ones that maintain relationships (and retention) through the tough times. They’re the ones who strive to build relationships when your product is great, so the customer loyalty remains even if the product quality drops.

Make sure you understand the true long-term value of sales and service staff.

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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