telephone | Customer Service Solutions, Inc.

The Proven Value in What You Do - 4/9/24


Forbes wrote an article last year based on a compilation of the results of research on customer service and the customer experience; it was titled:  100 Customer Experience Stats For 2023. In reading the article, you’ll note that many of these key research findings are about you – the value Read more

A Tale of Two Texts - 4/2/24


Having to get allergy shots once a week is never fun, and for Janet, it became an even bigger frustration. She had the shots typically scheduled on Tuesday around 10:30 in the morning, figuring she would avoid the morning rush as well as the lunch rush by going mid-morning.  However, Read more

The Secret Sauce for Great Customer Service - 3/26/24


I was working with the League Office for a major American sport several years back, and one of the executives asked me to describe our Secret Sauce that helped our clients improve the fan experience and customer retention.  I gave him a sense of what makes us unique and Read more

The Miracle of an Apology - 3/19/24


Unfortunate but true story… The manager basically lost his mind.  He terminated his employee on the spot.  She had told the customer that there was going to be a delay in the shipment.  The employee called up the customer ahead of time to let the customer know what was about Read more

It’s Not About the 5-Minute Wait - 3/12/24


Robert went into his supervisor’s office to update her on a situation at the payment desk.  Robert said that a customer was about fourth or fifth in line, waiting to be served, and the customer was complaining loudly about the wait.  He was there to make a property tax Read more

Lessons from the Greats - 3/5/24


I was recently facilitating a workshop on the customer experience, and I made the point that it’s usually beneficial to look at your personal life for great experiences; identify what really resonates with you in a positive way in order to uncover ideas to improve your own customer service. So, Read more

The Empathy Roadmap - 2/27/24


For some people, empathy comes naturally.  There’s an innate desire to learn about the other person and to sincerely convey that sense of interest and caring.  But for many of us, sometimes it helps to have a communication plan.  It helps to know what to do in order to Read more

“You’re the Boss” - 2/20/24


Terrence is excellent at what he does.  From a technical standpoint, he knows how to keep the facility clean.  He’s the lead custodian, and he knows that keeping things straight does not necessarily mean keeping things sanitary.  He knows what chemicals to use and not to use, how to Read more

Customer Understanding Leads to Relationship Growth - 2/13/24


We’ve worked with educational organizations at all grade levels over the years.  One special and unique characteristic about the staff who work in these organizations is that there’s a clear intent to know about the students as individuals, to focus on them rather than purely focusing on what’s delivered Read more

Define Customer Service Success Differently - 2/6/24


When I’m watching television, listening to the radio, or listening to a podcast, it’s always interesting when the topic moves to the question:  How can you be a success?  The speakers often discuss the process of becoming a success with the assumption that people believe success is defined by Read more

Need Telephone Troubleshooting Tips? Here You Go! – 9/13/16

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


I received a request for help from an Information Technology call center representative. She wanted to better herself, but she had no access to corporate training. However, she clearly knew her needs – she had difficulty troubleshooting issues on the phone with customers.

She was communicating purely verbally – no written instructions for the user, no body language to read or convey. The representative sometimes got lost in the details of the issue, so it’s hard to help a novice user if the representative herself has difficulty keeping all the facts clear and top-of-mind. Also, the representative wasn’t always certain where the user was on the system versus where the representative expected the user to be during the resolution process.

So the representative wanted guidance – what were specific, tactical things she could do to better resolve issues on the phone? Here are some thoughts – although they’re written through the I.T. lens, they apply to any telephone troubleshooting situation:

  • Tell the customer that you’re going to ask several questions, and note why you’re asking (i.e., the better you can specifically know the issue and cause, the better you can give them the right solution).
  • Be patient with the customer – they probably are frustrated and may be overwhelmed.
  • Avoid acronyms and “tech terms” – the customers are probably not as knowledgeable as you.
  • Get to the root cause before you get to the solution. That way you can address it the first time without backtracking through resolution steps to alternative solutions.
  • If you get lost in the details, draw a picture of the issue and resolution process on a piece of paper (almost like a flow chart) while talking with the customer. That way, you don’t have to rely on your memory; you can see everything on one page. Possibly have standard bubbles on the paper that address key points including: hardware system, application/software, timing (time of day, day of week), frequency (first time or recurring), system messages, key issue occurring, etc.
  • If you have trouble explaining to the customer how to troubleshoot, walk them through the typical flow on your paper. Then, after each question or step they complete, confirm with the customer that they understand. Never go to Step 5 until you’re certain they’re done with Step 4 and you know where they are after Step 4.

Review these quick telephone troubleshooting tips, and tailor them to make the issue resolution process better for you and your customers.

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Flip the View of Your Process – 2/24/15 TOW

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


The customer complains that they had to go through 6 phone menus, some of which didn’t make any sense, and then they waited 8 minutes to get to an employee who asked for the same account information that the customer just keyed into the phone. The employee wonders why the customer is so upset, after all, the employee had a great tone of voice and read the script perfectly when he answered the phone!

To the employee, the encounter just started, but to the customer, the encounter started 20 minutes ago when they were looking for an answer on the website and then – in frustration – called the company only to wade through the phone menus and sit on hold – again – for 8 minutes.

It’s tiring just writing about it; imagine how frustrating it was to experience it!

I’m not painting a picture of anything you haven’t experienced as a customer in your personal life. This happens every day, in every industry, MILLIONS of time each week.

Many companies claim to want processes that are “customer-friendly,” but too often the reason why they are not “customer-friendly” is that they were designed looking only internally – like conducting a 1980s style flow chart analysis.

What is the rework we can eliminate? Where is the redundancy that we can streamline? Where is the waste to remove? Where is the manual step that we can automate?

While these are all excellent questions, too often they’re asked purely from the company’s perspective. Then we design a process and implement it, only to later wonder why customers complain so much about the process! To them, it’s frustrating, it’s cumbersome, it’s not clear.

So what’s the process solution? Look at that wonderful process flow that looks so clean from the company’s perspective, and – instead of implementing it as is – flip it to view it from the customer’s perspective.

What’s that journey like that the customer undertakes? When do they find the need to contact you? How do they decide to look for you? How do they start tracking down answers or tracking you down?

We call this step part of our Customer-focused Process Redesign methodology, but you can also do this using mystery shopping or using customer focus groups and interviews. There are many methodologies to use in improving a process, but to make that new process part of a great experience, incorporate the voice of the customer.

Flip the view.

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