technology | Customer Service Solutions, Inc.

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer – 8/19/25

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

Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department.

If you’ve ever been manning the phones or managing the department inbox, you know that when your company has a technical issue, there’s an escalation in customer contacts.  And usually they’re reaching out to you because they’re confused, concerned, or there’s some heightened sense of consternation.

So how do you respond?

Reassure: Let them know that their accounts are safe, that no data has been compromised, that it’s not a technology issue on their end.  Address their specific concern immediately.

Rectify: Share what the organization is doing to address the technical issues or to deal with that bad actor that is spoofing your phone number.

Respect: Ramp up your messaging that acknowledges their time is important, that appreciates their reaching out to you to share this information.  Reference their name in a professional manner throughout the conversation.

Reiterate: Close the engagement by restating your appreciation of their bringing this to your attention, and reassure them once again that their information is safe.

When addressing a corporate technology fail, Reassure, Rectify, Respect, and Reiterate.

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When You’re the Educator, What Should You Teach? – 1/21/25

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

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 on their own, to address issues on their own.

Unfortunately, technology is not always self-evident.  It doesn’t always think like customers think.  It doesn’t often convey what the customer needs to know when they need to know it in a way that the customer can absorb, understand, and use moving forward.

So, if we want to be the best of customer service professionals, we need to be excellent educators.

Let’s say we have a customer named Christopher.  About what do we need to build Christopher’s awareness?  What does Christopher need to know to get things done?  What knowledge does Christopher need to build in order to have the best experience possible with our organization?

Ask yourself (or your customers) these types of questions, because these questions build your understanding of what content is required in your educational endeavors with customers.

Does Christopher need to be more aware of technology options such as mobile apps, self-service website functions, chat functions, automated phone options?  And does he need to know how to navigate those mechanisms?  Does he need to know how to place in order, how to check status, how to follow-up directly with the right person, how to see if a service is completed or a delivery has been made?  Does Christopher need to know the services available, the features available, the different ways to experience your product or your service, your event or your facility?

To strengthen your role as an educator of customers, first identify what the key content is where they need to be more knowledgeable or better trained.

Identify what THEY need to know in order to have the best experience possible.

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Serving the Technology-challenged Customer – 6/9/20

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

The IT helpdesk representative was on a call with a customer, and in trying to troubleshoot an issue, the employee said, “Let’s start by opening Windows.” The customer said “OK,” and there were 2 minutes of silence. The employee twice asked, “Are you still there?” with no response. Finally, the customer got back on the phone and said, “Sorry about that; two of my windows were easy to open, but the third was painted shut.”

This is a true story, it came out of training we conducted almost 20 years ago, and in many ways it applies today, as well.

Not every customer grew up with technology, and not every customer loves or is naturally wired to work with technology. Especially in this age where so many are working remotely and we have a need to provide customer service remotely, we need to understand if the person we’re talking to is technology-challenged.

These people are as smart or smarter than any of us, but maybe they just have a different communication preference or a different background or a different level of experience and comfort with technology. To address these unique individuals, here are three key areas of focus.

Patience – First, it’s about our way of interacting with people. We need to be very patient and very empathetic/understanding, as well. A little bit of levity and laughter is always good when done appropriately. Keep in mind that we’re trying to create comfort with this person and reduce their anxiety, and the more patient and understanding we are in the words we say and the tone we use, the more comfortable they will become.

Phrases – Second, effective communication in these situations is based on understanding the importance of words. Even “windows” does not mean the same thing to everybody. Try to avoid the acronyms. Try to understand that simplicity is vital. Does “application” mean the same thing to everybody? What does it mean to “click on” something? Think about keeping things Short, Simple, and Summarized, so that they understand. And if you feel they don’t understand, ask them their understanding of what they see, should be seeing, or should be doing.

Process Steps – Third, don’t move through multiple steps quickly. Always end one step by confirming where they are before going on to step two. End each step with a clarification question if there’s any doubt about where they are at that point.

If we want to deliver great customer service, let’s tailor the process of delivering that customer service to the individual we are speaking with at the time.

Let’s provide great customer service in this technology world, particularly to the technology-challenged customer.

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