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                                            "That about which we are aware, we can make choices;         

  Reflections                  That about which we are unaware, will control us."  

 

 

                                        

 

September 05

Dealing with Difficult Customers

 

Angry customers.  Irate customers.  Customers who are out of control.  There will be times when a customer service provider is the target, but not actually the problem.  It’s part of the job.  Here’s how to remain professional.

 

1.  Be separate from them.  Take a deep inner breath.  I think to myself, “Go to the balcony.”  In other words, I will not be on the stage with them participating in their antics.  I don’t take it personally.  I might be the target, but I’m not the problem.

 

2.  Let them vent.  Ask several open-ended questions, which allow them to vent without interruption.  Example:  “___, what is the problem?”

 

3.  Apologize when appropriate.  But only when appropriate.  And do so in a balanced, professional way.  I usually say, “I apologize…” rather than, “I’m sorry…” (which is much weaker).  Remember that you are often apologizing on behalf of your organization, rather than for something you did personally.

 

4.  Avoid arguing.  An angry customer will argue to their last breath.  Don’t go there.

 

5.  Take notes.  This is a way to stay balanced, protect yourself, and invite that person to stop exaggerating. 

 

6.  Have a parachute.  Many people will begin to settle down as you do the above five steps.  However, a few will be so angrily out of control, that they will still be abusive.  Now, it’s time to “parachute”—bail out of the situation in a way that maintains the dignity of everyone involved.  Example:  “It seems like we need some help to get this resolved, sir.  Would you like to wait while I talk to my supervisor, or I could meet with my supervisor and get back to you.  Which would you prefer?”

 

Remember that a customer service provider’s primary role is to be a balanced professional problem-solver.  The steps above should help a person remain so with difficult customers.



8:56 AM GMT  |  Read comments(0)

March 31

Less with Less
 

The phrase “more with less” becomes commonplace when things get lean or unstable.  I must have heard it a dozen times while with clients since January.  Indeed, there are occasions when asking employees to do "more with less" is appropriate.

 

However, it may be important for managers to reflect upon whether asking for "more with less" could be a symptom that we are abdicating an important part of our job:  focusing people on goals, priorities and value.  And, correspondingly, freeing them from non-priority tasks by determining what work should stop.  There are times that call for asking employees to do "less with less."  To explain...

 

1.  “LESS WITH LESS” REGARDING HOW PEOPLE ARE FOCUSED ORGANIZATIONALLY.  When management defines goals by making tough decisions, prioritizes them, manages their metrics and communicates all of this to employees while holding itself and them accountable, a coherence emerges that results in human and operational value.  Value can be “less with less.”  For example:

  • Less focus on lower priorities, resulting in more time for high value work;
  • Less rework, resulting in more productivity;
  • Less checkpoints, resulting in fewer bottlenecks;
  • Less low return quality assurance efforts, resulting in opportunity to do higher ROI efforts;
  • Less waste, resulting in more resources for the vital activities;
  • Less meetings, resulting in more time to add value;
  • Less paperwork, resulting in more work accomplished.

 

2.  “LESS WITH LESS” WITHIN TASKS & PROCESSES.  Process improvement is another “less with less” opportunity.  For example, we can do less with less when we resolve:

  • unclear ownership (and accountability) for any step of a process;
  • disconnects (where handoffs from one group to another are poorly handled);
  • bottlenecks (where volume overwhelms capacity due to, for example, manual functions, filing, huge volume inputs, absenteeism);
  • redundancies to eliminate (activities being repeated);
  • rework loops to be addressed (causing a large amount of work to pass “back” up the process to be fixed, corrected or repaired);
  • decision points or inspection requirements creating delays (choices, evaluation points, checks, appraisals, audits, etc.);
  • pressure to make exceptions to a process or its procedures. 

 

3.  LESS WITH LESS FOR CUSTOMERS.  Balancing and managing customer expectations is required when determining how to do “less with less.”  In some cases, there will be less output to the customer.  What needs to be determined, then, is what output to the customer is of intrinsic value and what has been merely “nice to have.” 

 

"Less with less" may be a concept, which when applied at the right time, will not only produce more value, but better morale among employees than “more with less.” 

This is one important dynamic we explore in our Managing in Lean Times workshop.

3:37 PM GMT  |  Read comments(0)

February 06

Behavior Based Interviewing

 

Experience suggests that one of the best approaches to hiring customer service personnel is through behavior based interviewing.  If your goal is to select and retain the right employees--high performing professionals with good attitudes--it is critical to obtain accurate information about a person’s potential match to your organization.

 

The use of “behavior based questions” will garner that insight into a candidate’s competencies and culture fit.  Remember that, while many skills can be learned, attitudes are much more difficult to change—especially if they don’t fit your organization’s culture and standards.  Focus questions on behaviors, attitudes, knowledge and skills required for the job.

 

Past behavior will help indicate future performance.  Behavioral interviewing is said to be 55% predictive of future on-the-job behavior, while traditional interviewing techniques are only 10% predictive.

 

Behavior based questions” are open-ended questions, which focus on how a candidate actually performed in the past, rather than how they think or feel they would do.  Examples of such questions are:

 

  • “What steps do you follow when…”
  • “Describe how you…
  • “Tell me about a time when you…”
  • “Give me an example of a situation where you…”
  • “Describe a situation in which you were able to use persuasion to successfully convince someone to see things your way.”

Feel free to contact me to learn more.

1:09 PM GMT  |  Read comments(0)

January 16

Job Stress Inventory

I have come to believe that--short of clinical psychological disorders or life-threatening situations--in virtually every circumstance we choose to be stressed or not.  Many of us are not the victims we have come to believe we are.  Sure, a circumstance at work can be incredibly uncomfortable and a co-worker, manager, or customer can be incredibly inappropriate, out of control or even abusive; but we have the choice how we will react to that person or circumstance.
 
The reason why some of our most successful programs have invited actual behavior and attitudinal changes in people and organizations, which impact their bottom line business needs, is that they are based on this awareness.  For example: our intact team workshops, stress management workshop, and even our customer service training program (now experienced by more than 429,000 people in 47 states) is based on awareness of one's own predictable stress styles, that of our customers--and specifically what to do about them.
 
But, the first step toward releasing stress is awareness of it.  So, I invite you to take this "Job Stress Inventory."


1:55 PM GMT  |  Read comments(0)

December 24

Happy Holidays - A Gift of "Customer Service" Quotes
 
”I don’t know what your destiny will be, but one thing I know: the ones among you who will be really happy are those who have sought and found how to serve.” - Albert Schweitzer
 
”The greatest discovery of my generation is that human beings can alter their lives by altering their attitude of mind.” - William James, Psychologist
 
"Your most unhappy customers are your greatest source of learning." - Bill Gates
 
”There are no traffic jams along the extra mile.” - Roger Staubach
 
Do what you do so well that they will want to see it again and bring their friends.” - Walt Disney
 
"Well done is better than well said." - Benjamin Franklin
 
”Quality in a service or product is not what you put into it. It is what the client or customer gets out of it.” - Peter Drucker
 
"Ask, then listen; discover, then do;
See your customer reward you." - Bob Davis-Mayo
 
 


2:46 PM GMT  |  Read comments(0)

December 10

Leading Change During Tough Times
 
"Change Facilitation" and its global network of change practitioners have recently published a series of articles regarding the type of change leadership required in tough times.  Organizations respond to crisis in very different ways, which of course determines how successful an organization will be during and after such times.
 
The Appreciative Inquiry approach has shown us that the ways we hold conversations about our organization in fact shapes our organization. If fatalism prevails, for example, the organization runs into a cycle of waste--generating a self-fulfilling prophecy, which encourages the best employees to look for another employer, and the organization to spiral downward.
 
Organizations that believe in their future, on the other hand, and express that faith and realism in multiple ways have a better chance to navigate the rough waters of tough times. In his article "Don't Hit the Iceberg," Holger Nauheimer challenges us with the need for transformational leadership and deep communication patterns based on radical honesty in times such as these.



9:02 AM GMT  |  Read comments(0)

December 02

Problem-Solving with Customers
 

On three separate occasions over the past few weeks clients have asked about how to help a CSR be a better problem-solver with customers. I believe caring problem-solving is the heart of customer service.  Many models have been offered.  I offer these powerful basics.

 

1.  Listen by asking open-ended questions to identify the customer’s perception of the problem.

  • Ask questions to identify both the facts of the situation and the feelings of the customer about it.
  • Ask clarifying follow-up questions when uncertain about what the customer is saying.
  • Take notes.

2.  State the problem in one sentence.

  • Be specific—it’s the only way to end up with valid solutions.
  • Use the customer’s language as much as possible.
  • You may need to help the customer see the big picture—not just their perception of the problem.
  • Then ask:  “Is this how you see the problem?” or “Does that capture the situation?”
  • If necessary, adjust the problem statement until the customer confirms that it is accurate.

3.  Explore possible root causes with the customer.

  • Look for the root cause(s), not just symptoms.
  • Ask probing questions. 
  • NOTE:  Don’t skip this step.  Many do and, therefore, find they have not addressed the real issue.

4.  Redefine the problem, if necessary.

  • It is not uncommon, upon exploring possible root causes, to discover that the presenting “problem” was a symptom, not the real root issue.
  • So, restate the problem in one sentence, if necessary.
  • Then ask the customer whether this is how they see the problem now.

5.  Briefly brainstorm possible solutions.

  • Explore options to solve the problem.  Care about their feelings as well as the facts.
  • Identify constraints where necessary (in a “can do” positive way)—legal, ethical, technical, cost, etc.

6.  Decide on action(s) to take that will resolve the problem.

  • Determine the best solution(s)—considering outcome, time, cost, etc.
  • Agree upon next steps to resolution.
  • Ask the customer if they feel good about this solution.

7.  Follow-up, if at all possible.

  • Check the results to see if the problem was resolved and how the customer feels about it.



3:58 PM GMT  |  Read comments(0)

November 15

Customer Care = Employee Care
I was recently interviewed by CRMBuyer about the state of airline customer service where expectations battle reality amidst high stress.  I reiterated what many of us have come to know:  there is a direct correlation between employee satisfaction & loyalty and customer satisfaction & loyalty.  That's why attending to drivers of employee loyalty is the first step in any customer loyalty initiative. 
 
In August of '07 (after 2 cancelled flights, 10 hours in the airport, and being denied a seat on the last best chance to my destination that night) my frustration with an airline errupted as I told a gate attendant that her airline shouldn't confuse the fact that I'm stuck with them for my loyalty.  Well, well.  We both were peaking on the stress guage.  In situations like this, knowing how to genuinely care for a customer like me is a critical behavioral skill--even when one is the target, but not the problem.  Managing stress--your own as a service provider as well as the customer's--as well as knowing what to do when you're the target, is one keystone our customer service program is built upon.
 
But behind all of this is an organization's culture that either supports and genuinely cares for its employees--or not.  Especially amidst current economic and organizational disruptions, caring for your own service providers within the confines of your resources is a challenge that must not be ignored.  It's time for creative caring.


12:16 PM GMT  |  Read comments(0)

October 31

Expectations and Feedback...What keeps managers from providing these?
 

My experience working with customer support centers over the years suggests (unscientifically) that  while over two-thirds provide a great deal of product training,  less than one-third provide significant learning efforts in the human-oriented skills of delivering great customer service. 

 

Yet, possessing human-oriented skills and savvy is a key requirement if service representatives are to perform well under the three most frequently used methods of assessment in such centers:

 

            1) Call monitoring for quality

            2) Electronic performance metrics

            3) Performance appraisals

 

What is missing, as a consequence, are two key ingredients for success: 

 

1) Clear expectations about exactly what attitudes and behaviors an organization expects of service representatives;

 

2) Feedback that is consistent, frequent, timely, and detailed about whether a service representative is meeting those expectations.

 

What do you think are the primary supervisory constraints, which inhibit management from providing these for their people?



1:16 PM GMT  |  Read comments(0)

May 02

Being a "Customer Service Rep." Is Not In Everyone's DNA
Some people simply are not in the personal and professional mental space to serve customers. They aren't "right for the job" and our experience has been that professional opportunities to learn will not budge them sufficiently into that space.  While working with numerous organizations over the years, I've observed that the following competencies are often overlooked or under-emphasized when organizations think about what to look for when selecting and developing their service personnel:
  • Self-confidence – positive self-esteem, notable ability
  • Initiative – being proactive, self-motivated
  • Assertiveness – expressing opinion without being rude
  • Coping Skill – with stress and unruly customers or peers
  • Adaptability/Flexibility – the ability to handle change
  • Oral Communication Skill as a Rapport-builder – connecting with others
  • Problem Solving Ability – diagnose causes of problems, formulate alternative solutions
  • Listening Skill – actively listen to comprehend and establish rapport
  • Self-control – the ability to keep your head when all about you is out of control

A personal and professional maturity is required to serve customers well. That's why we've built these competencies into our customer service program and tested their effectiveness over the years.  But, there will still be the ocassional person who doesn't have the DNA for it.  Being alert to this fact allows service managers to do what's best for the company and an unsuitable person:  help them find a better career match outside the service organization.



3:04 PM GMT  |  Read comments(0)

April 25

Don't Need to Smother Discontent

 

Discontent. Too many managers thy to smother it. Organizations discourage it. On the whole we are afraid of discontent.  Is it squelched in your team of service providers?  Maybe, sometimes, it is a clue that something needs attention.

 

It is not easy to embrace discontent, though. Organizations, which are usually driven to maintain stability—the reason “organization” exists—erect psychological barriers against discontent. Understandably, people in organizations resist disturbance. Established interests are, well, established. Discontent places people outside their comfort zones, which makes discontent a Pandora ’s Box—do not open under any circumstances!

 

The instant a team member is discontent and begins to question some things there is a disturbance. It's uncomfortable.  Yet, heart-felt, appropriate discontent reflects initiative, which may well generate something quite extraordinary: creativity. Creativity often sprouts the soil of discontent.

 

By the 1980’s Corning Glass had cornered the U.S. market for catalytic converters in cars. Catching them by surprise, a Japanese company produced a product that worked better at a lower price. Auto manufacturers put Corning on notice. It disturbed Corning, to say the least. They were forced to initiate a massive effort to beat that Japanese company. They succeeded. Corning’s forced discontent created a company-wide initiative that resulted in a creative solution: a superior product at a lower price.

 

But why didn’t the people at Corning develop this wonderful new product earlier? Contentment. They were content in their ostensibly lucrative position. Like many contented monoliths [here insert any one of many well-known companies who have slipped in recent years], Corning employees did not possess a creative discontent fostering the initiative to create their new product—until they tottered on the precipice of financial disaster. New ideas, new perspectives were buried beneath the contentment of (profitable) routine.

 

Two questions for teams of service providers:  (1) Is there benefit to striking the spark of discontent?  (2) What's the price of not doing so?



3:22 PM GMT  |  Read comments(0)

April 12

Phone Etiquette - It's Part of Your Professional Brand

 

Here are a few telephone basics to consider.  How you are on the phone becomes part of your "professional brand" to others.  These little things can be big to customers --both external and internal. 

 

Answering & Identification

 

1.  Answer before the third ring.

2.  Before answering, discontinue any other conversation or activity such as eating, chewing gum, or keyboarding, which can be heard by the calling party.

3.  Identify your organization, department and name upon answering.

 

Hold

 

1.  Ask the caller if you may put them on hold.

2.  If possible, check back with the caller every 30-45 seconds.

· “Would you like to continue holding?”

· “May I call you back when I have this information?”

   3.  Do not leave the caller on hold for more than one minute unless he/she requests it.

   4.  Use the hold button when leaving the line so that the caller does not accidentally hear conversations being held nearby.

 

Transfer

 

   1.  Identify for caller to whom you are transferring and at what extension (keep your caller informed).

   2.  Announce to the “transferee” your name, the caller and the nature of the call.

   3.  If possible, stay on the line with the caller until you’re sure they have the right person.

 

Taking Phone Messages 

When taking a phone message always include the following information:

  • Caller's name and organization name, if applicable
  • Time and date of call
  • What the call is regarding 
  • If the caller wants a return phone call, and if so,  obtain a phone number that is best to return the call

Voice Mail

 

   1.  Remember:  callers generally prefer to speak to you personally.

   2.  Use phone mail as a back-up answering method only, if possible.

   3.  Record your personal message.  Avoid using generic messages.  Watch your tone and pace.

 

What to Avoid

  1. Don’t use the speaker phone feature!
  2. Don’t allow background noise to be heard by the caller, if possible.
  3. Don’t use slang.  Professional phrases include: “One moment please,” “Yes,” “All right,” “She’s not available now,” “Good-bye.”  Phrases not to use include: “Hang on,” “Okey-Doke”, “Uh, dunno where he is,” “Yeah,” “Bye.”

 


8:27 AM GMT  |  Read comments(0)

April 03

First Call Resolution: Pie in the Sky? Or Pie in Our Eye?
 

In my opinion, one of the top two customer expectations is this:  somebody to handle my issues as quickly as possible—and during our first conversation, if at all possible (the other is not having to wait too long to get that person).

 

How do we help service personnel increase their first call resolution metrics?  Here are six elements to consider:

 

1.     Systems & processes providing a single, unified view of the customer.

2.     Education in products, services, procedures and policies.

3.     Discretion to deal with the customers’ needs, together with a clear path of escalation for the “unhappy paths” we find ourselves in (which often includes clarity about how to handle cross-functional issues). This can be hard – management decisions and approaches often shoot us in the foot here.

4.     Realistic first call resolution metrics together with recognition celebrating successes.

5.     Training about how specifically to prepare to engage the customer, connect well with the customer, listen to and support the customer, and close well while leaving the customer with a sense that he or she was genuinely cared for.

6.     Supervisors and managers who are in touch with the front line and encourage first call resolution.

 

What would you add?



3:16 PM GMT  |  Read comments(0)

April 02

Beginning to Create a Culture of Service

 
How do you begin to create a "culture of service" in which employees want to contribute to customer satisfaction and loyalty?  You can begin with C.A.R.E. ...
Confer.  When managers hoard information employees need to be creative, problem-solving participants in customer service excellence, enthusiasm withers.  But when managers share what they know, employees make their own connections and generate solutions.  Cultivate enthusiasm by informing employees.

Ask.  Many employees possess dormant insights and ideas.  If they aren’t asked and if their responses aren’t taken seriously, they won’t be motivated to contribute.  Motivate by asking.

Responsibility.  The more discretion and choices employees are given, the more they will enthusiastically participate in a new initiative.  Provide meaningful accountabilities.

Enable.  Give employees the skills they need, both technically and interpersonally.  Invest in the right training and the results will be compelling to your employees—and your customers. 

As Peter Drucker would say, "The leader of the future asks, the leader of the past tells. Ask, don't tell."  Our experience with "Customer Loyalty Consulting" suggests that begins with... C.A.R.E.


11:41 AM GMT  |  Read comments(0)

March 31

5 Keys to a Professional Core in Services Providers

 

We all know that each customer “perception point” provides an opportunity for service providers to open the way for:

  • Satisfied customers who return;
  • Employees to feel better about their jobs;
  • Inter-departmental cooperation allow you to manage your customers’ experience better than the competition.

But, how do service professionals summon genuine, confident and consistent delivery of excellent customer service time after time? My experience in the field with very different types of companies and organizations leads me to believe that it grows out of a personal and professional core from which each individual service provider operates. What shapes that core?  Five key things:

  1. What a professional service provider says to him- or herself over and over.
  2. His or her mindset.
  3. Whether he or she knows how to demonstrate genuine concern behaviorally on the phone, in person or in written media.
  4. Readiness to hold up and stay balanced when he or she is the target of an out-of-control customer. 
  5. The picture he or she holds of him- or herself as a professional; as well as the picture they have of their organization.

There is no way around being a genuine, balanced professional--time after time, call after call, email after email--at each customer "perception point." Jay Leno, Bill Cosby or John Stewart probably have had "off days." But have you ever seen evidence of their "off days" in their professional performance? Night after night their consistency has made them hallmarks in their professions.  They have understood how to cultivate and maintain a postive personal and professional core.  This understanding has become the foundation of our We Care Customer Service program.



3:30 PM GMT  |  Read comments(0)