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Book Review: The Customer Service Survival Kit

9780814431832_p0_v1_s260x420The Customer Service Survival Kit was written by Richard S. Gallagher, a practicing psychotherapist and the author of many customer service books who has trained over 20,000 people on how to handle the most daunting situations with customers while improving their confidence and an organization’s customer relations.

The Customer Service Survival Kit helps us to diffuse even the worst emotional and intentional customer complaints, and step by step helps the customer service representative diffuse the anger and angst of those stressful situations in a calm, reflective manner.  Whereas customer service is and has always been all about communication, Mr. Gallagher’s book provides us with a few of the skills used in hostage negotiations, crisis counseling, and police work in order to handle the worst situations calmly and professionally. These skills of “leaning into criticism” can affect the rest of our lives and the way we communicate with our business, our children, and even our life partners.

Chapter One begins with the “uh-oh” moment; one most of us in any service oriented business has encountered. It’s that extreme situation when one can almost see the smoke emanating out of the customer’s ears because they are so angry, and until we are taught how to handle those serious conflicts, most customer service representatives will operate out of the defensive mode which most likely irritates customers even more. Even though the representative may be smart, nice, and respectful, we are lost when faced with a most egregious situation, and the standard reaction is to act in self defense. So what are the ways to defuse angry customers? Be trained, be prepared, and know how to handle a crisis if and when it presents itself by:

  • Asking open ended questions to assess a person’s needs
  • Listening to the person and then paraphrasing what the customer told you
  • Using appropriate questions to focus on the problem
  • Never saying “no” and responding in what can be done terms
  • Letting people know their feelings and the way they think counts

The books recreates some interesting examples of customer angst in different situations and then asks how any of us might handle the situation. Often we take the defensive position. Let’s try the “leaning into criticism” method by first listening to the customer’s complaint, paraphrasing in our own words his complaint, and instead of saying phrases like, “please calm down,”  or “it could have been worse,” which only tends to poke the bear more, why not use “WOW” language – that preemptive strike  and mirror the customer’s feelings as if how you would have felt if in the same situation? And then as the author points out, it is time to “steal a customer’s good lines.” At this point you have already agreed with them.  Taking a defensive position too soon is ineffective – remember angry customers don’t want to hear your side of the story; they want to be heard and they want you to listen. For instance, if their shipment is delayed and in turn their customers are complaining, what will be accomplished by a sales representative saying “it’s not my fault.” It would be better if that same representative began with, “that’s really terrible, I can see why you’re so angry.”

Chapters 3 through 6 give us practical ideas and examples to ponder and some of those trigger phrases which the author states gives a customer a “distorted sense of who is serving whom.”  Try to avoid the negative; rather turn your choice of phrases to the positive which encourages customers to nod their heads instead of the vigorous “no” shake. Strive for the phrase, “here is what we can do.”

Chapters 7 through 10 teach us how to understand the angry customer and how we can diffuse that person in the “red zone.” We get to put our learning into practice and the importance of good closings. As Mr. Gallagher states, in the perfect world we would all get handshakes and hugs from our now happy customers, but that always doesn’t happen, however future business is often predicated on the way the transaction ended. When we are able to normalize a situation, do a recap of what has happened, and express sincere thank yous, apologies, and solutions, it means everyone walks away from a bad situation calmly, and hopefully it has brought an amenable solution to the problem.

Part III of the book helps us to understand more about calmly handling extreme reactions using the new vocabulary and the new perspectives of the previous chapters about “leaning into criticism.” And in the world of social media which includes Facebook, Twitter, and blogs devoted to our organization, here is what we can do when a negative comment shows up on Facebook complaining about a product or delivery delay. A firestorm of negative comments can take a life of their own on social media, and phrases such as “we are investigating your complaint,” only make people shake their head while a comment such as ” that sounds really frustrating, and we want to make this right for you,” posted immediately already connects you personally – thus giving an organization that personal touch all of us want when spending our hard earned money. Of course, then it is necessary to reach out to that person. An organization that has continually demonstrated excellent customer service will often find past customers defending them. No organization will ever be exempt from all negative comments, but there is no need to take offense at everything. Companies that are proactive and show concern for their customers continue to be successful.

The book uses practical scenarios and dialogue throughout to help customer service representatives learn specific problem solving techniques during critical times. Mr. Gallagher continues to reinforce that sometimes irresistible urge not to defend ourselves initially when a severe situation presents itself. The phrase all of us practiced from the time we learned to speak, “it’s not my fault” doesn’t do much to solve customer conflicts.

Bottomline: The book is an excellent resource for diffusing the worst case customer service problems, and once we learn the art of peaceful and practical negotiation, all of our personal and professional dealings can benefit. I found Chapter 17 on Anger Management’s techniques of validation and identification as discussed in Chapter 3 and methods to respond to angry outbursts extremely helpful.

Pros: This is a well-written and logically planned book. It is quite different from other customer service books because it deals with some extreme cases. While it is true that most customer service complaints are practical and relatively easy to handle because of guarantees, company policies, and a knowledgeable staff, having the insight into the psychology of hostage negotiation and crisis counseling equips all of us with that extra knowledge to please our customers even more and in the most dire situations.

Buy: The Customer Service Survival Kit is available on Amazon.com in both paperback and Kindle editions.

Can personal customer service survive in a digital world?

social-media-iconsThe fast paced world of Twitter, Facebook, and Yelp combined with the technological advances of smart phones, interactive websites, and emails enable millions of users to make better informed decisions than ever before possible. There’s hardly a moment when someone isn’t consulting Google to learn more about a product, a person, or a service. While the digital realm can indeed help all of us to buy smarter, perform better, and be better educated, can it ever replace a human at the hub of customer service?

If all goes well during a purchase or service, chances are the tweets, emails, and text message applications so readily available have helped to engage our customers with loyalty programs, discounts, rewards, and product information. We know that customers have the power to choose from a myriad of options, and most of us revel in the latest technological trends to communicate, but what happens when a service or a product goes awry? Does that email we send off to the organization just supply us with a standard response and advise us that a representative will contact us in 24 hours? After all, a 24 hour turn-around period to answer an email is considered standard. In the “old days” we could call customer service on the phone, and even though we waited quite awhile until someone finally answered,  (You are call number 19, but please don’t hang up. Your call is very important to us.) wasn’t it possible our problem was solved within a shorter period of time when an actual person answered the phone?

Where automated email queue is certainly more financially efficient than a room full of customer service agents, the loss of the “personal touch” can have devastating effects when our customers no longer feel connected or appreciated. From the moment a customer walks through the door, the way he is treated beyond what is expected still makes the difference. It goes beyond the sale of the product or after the service is performed; quality customer service is the time when that customer has a problem, and it’s the time when they are completely satisfied that you have resolved their situation by connecting them with someone who can:

  • Use good communication skills
  • Understand the product or service and has a thorough working knowledge of the components
  • Listen to the problem
  • Is empowered to solve the problem without having to call back at another time or seek a supervisor for a decision
  • Treat the customer with respect

Customer service is an ongoing project of education, training, and hiring the best people for the job. Whereas social media can have  profound advantages promoting our organizations, customers want to like you, to talk to you, and to know there is always a physical presence available when needed. Satisfied customers are by far the best salespeople for any organization, so prepare customer service agents with the tools they need to succeed. Their success is your success.

How to survive customer service blunders in the world of social media

I heard the term “social vampire” in 2005 when it referred to a person who more or less attached them self to someone and piled on attention until they felt that the person they were endowing with excessive flattery liked them in return. And when they were satisfied with that relationship, then the “social vampire” would cling on to the next person – drawing apart everyone’s patience and exhausting all those left behind in that person’s social wake.

Jeff Woodland, a blog writer for Genesys recently equated himself to having been a “social vampire” in his customer service dissatisfaction with his Internet provider and contends a business’ reputation can be greatly harmed via Facebook, Twitter, and company forums. It’s quite simple for anyone who can find  the “power on” button of a computer to learn how to make an impression on social networks, yet it becomes eminently more difficult for an organization to fight back and not lose customers and clients. Are the comments and criticisms being addressed by the right people, is the organization accessible and readily able to deal with complaints, and does customer service and their promises live up to the expectations a customer expects?

The basis for handling any customer complaint is believing that the customer truly thinks they have been wronged. Will customers lie? Are there really people out there who are so isolated, frustrated, or even perverse they would want to destroy a business? Of course the answer is yes, but for the most part the best way to handle a customer complaint online, by phone, by email, or in person, is to stop and listen. Too many agents begin speaking before the customer is even finished, but taking a deep breath, relaxing, and listening becomes an integral part of any problem solving, since we can’t figure out a solution until we know the problem. Next the seasoned customer service representative will want to repeat the problem back to the customer. In cases where the customer is rude, angry, or even vulgar, the better part of valor dictates one waits until the customer calms down.

Once the problem is established, and the customer representative has demonstrated they heard and understood the problem, the next step is to apologize. Customers don’t care if a shipment was delayed, a wrong price was quoted, or an employee tripped and hurt her head. Here’s the time to apologize even if you think everything was done correctly. Just remember, from your customer’s perspective something went wrong, and if it’s not a litigious issue, there is nothing wrong trying to make your customer feel better and that their business really matters to you. Then go about solving their problem, and when using social media, make sure you address solutions either in their entirety if the drama played out on social media, or if you were lucky enough to handle it one on one, at least address that a private message was sent so other readers know the problem has being handled and more than likely on the route to a mutual resolution.

Sometimes, however there are just those customers whose attitudes an organization might consider “firing.” Is the customer worth keeping? Sometimes “social vampires” climb aboard for no other reason than to be dangerous and confrontational. Every organization has to deal with difficult people, but the key is not to react or launch a counter-attack. Never let a “social vampire” bait you. Courteous and professional responses must curb any confrontation before it becomes contentious. Keep the comments respectful, don’t trespass onto personal feelings, but know when to fold your cards and walk away from the table.

Customer service is not an option for medical and dental practices

Medical and dental practices should provide their patients with positive customer experiences; after all aren’t we as patients still consumers who pay for services rendered either through our insurance companies or directly out of our debit accounts? Once upon a time a patient would never think of questioning a physician’s rude bedside manner,  never twitch the slightest dissatisfaction when made to wait hours in an uncomfortable waiting room with outdated magazines, or even speak out when having to deal with a rude staff. Fortunately that has all changed. From digital signs on busy highways showing shortened waiting times in local emergency medical facilities to expedient office staff, the new faces of medical care seek customer loyalty by creating positive experiences.

From the moment a patient calls for an appointment, the expectation for services begins. How long does it take for someone to answer the phone, and are you put on hold for any extended amount of time? Does your call during office hours go to voice mail? Patient satisfaction begins with a member of the staff personally answering the phone. Why not stagger employee schedules so the heavy hours of phone contact – perhaps during lunch hour can reduce patient waiting time thus reducing frustration and anger? Even waiting rooms have come a long way. Straight back wooden chairs used to line the walls of doctor and dentist offices. Now comfortable furniture set in inviting waiting rooms with late edition magazines and soothing music welcome a patient and makes them immediately feel more comfortable and connected in what is now the competitive field of health care.

Physicians can build their own relationships with patients by knowing a patient’s history before entering the examination room, immediately inviting the patient to speak, and then reviewing their chart sitting in front of the patient with direct eye contact. Patients want to know the process, and as doctors and dentists whose positive interaction with patients develop, a new culture for the entire office revolves around making people feel important – not just a human body wearing a white paper gown.

Helping patients to navigate their way through the complexities of medical procedures and jargon, making available community resources convenient for patients, providing a list of support groups and helping patients find appropriate educational tools to aid in their own medical or dental care builds relationships and enhances the productivity of both physician and patient.

Building a better customer service experience with expert branding

We all know who our favorite designers are, our favorite beverages, and our favorite services. That doesn’t happen by chance, but rather this branding is the result of our own personal, repeated experiences and our perceptions of these products or services having been the best. Proceed one step further to find out that most of us stay with these particular brands because they provide us with reliability and quality. Let’s face it – we want customer service and quality products on our own terms, and if we don’t get it all the way we want it, we are likely to move on to another product or service who properly “wows” us.

Brands get turned into lifestyles. For instance, the universal perception of the Mercedes Benz is one of affluence. It makes little difference to a Mercedes Benz owner if a General Motors automobile’s price tag is higher, the consumer already believes their car is special and unique especially recognized in the customer service department where cappuccino machines and pastries are offered after a customer is greeted by name. It’s a time where customers are infinitely more demanding and want service on their own terms, and as they perceive service should be. Customer service comes with the ability to be humble; how can I provide exceptional customer service on my client’s own terms and make him feel like the center of the universe?

As we build our own brands, we need to help our customers and clients believe that what we offer is the best, because those who aren’t convinced that we don’t cater to their needs, desires and perhaps even some whims will purchase their next product elsewhere. If the next time a previous client decides to sell their home, we want to be the realtor they call because their last great experience with us helped to build our brand and boost customer loyalty.

So how do you build your brand and provide the best customer service experiences you can?

  • Do what you are passionate about and develop your passions to provide your customers with the best product or service. Don’t ever say or believe “whatever.”
  • Develop your talents. If you are new to the real estate industry, take advantage of every training course you can find. Find a mentor who you know is successful with the same core values as you.
  • Know your customers and find out what they need and how you can successfully help.

Competition is so fierce that it really is a customer’s world.  They want to be helped on their own terms and want you to make it easy and convenient. Customers want to find more time to have fun and spend more time with their family and friends instead of having to put in additional time trying to figure out how to install a cabinet, waiting in line at the post office to return a dress that didn’t fit, or having to repeatedly call a service company because the technician is more than two hours late for a house call. If you want that person who purchased a product from you to forever be loyal, then you need to constantly reassure them and convince them that you are the best of the best.

Work on customer loyalty to build business

There’s more to sustaining and building a business than just providing products or services. Our competitors are always within inches of grabbing our customers and clients with a better presentation, a better product, or a better service. It’s not about just selling; it’s about presenting our best employees and our sales teams who possess not only positive attitudes, but who are attentive listeners and problem solvers.

So how do we build and maintain customer loyalty? We all know to keep accurate records of our clients’ purchases, their history, and their buying trends, but making improvements and constantly staying in touch can make a profound impression on any client. In the age of advanced media choices, use email, blogging, and twitter to a company’s advantage. Even negative feedback can help to bring about customer loyalty. When a product fails or a service isn’t to a customer’s satisfaction, a company’s reputation is out there “laying on the line.” Use negative experiences to revamp procedures, update products, improve services, and help a customer find the best and most efficient solution to their complaint. Those are the customers you will have dazzled with your customer commitment, and in essence these are the very same people who will be your walking billboards for loyalty and attracting new customers.

Always strive to improve your customers’ lives; in other words “own” the customer. Here are some suggestions to build customer loyalty:

  • Always make sure customers receive prompt responses to their complaints or negative comments. Make sure the mistake isn’t repeated.
  • Survey customer satisfaction and encourage feedback by surveys, polls, emails, and personal correspondence if needed.
  • Offer reward programs for loyal customers. Businesses can offer special preview days, exclusive discounts, or prizes appropriate to the product or service offered.
  • Provide genuinely useful information to your buyers and clients. Newsletters, timely advice on update of products, as well as information about recalls and discounts will keep customers focused and satisfied that the organization they deal with really cares about them and is just not out there to make a sale.
  • Never take a client for granted and how a business acts before the sale, during the sale, and after the sale are all indicators how a client or customer will feel when the time comes to use your business again.
  • Make customer feedback a priority. Show how improvements have been made. Accept positive feedback graciously, change negative feedback to show improvements, and constantly watch out for new trends to make every customer confident that you are there for them.
  • Reward key employees and staff who have gone above and beyond for their customers. Use financial rewards, promotions, prizes, and peer recognition to congratulate the best and inspire those who have yet to achieve their full potential.

Customer loyalty may at times seem like a daunting task, but in an economy where only the strongest and the best survive, shouldn’t we all remember to place our customers at the very top of the list?

Customer service agents are also sales people

Although a customer service agent might be overheard saying they prefer to be in the background when it comes to sales positions, the talents of customer service representatives also take a paramount position in successful sales and marketing. The leadership role, as well as the emotional tone and empathy a customer service agent can impart upon a customer, is what can make a  lasting impression that may either result in the consumer moving on to the next company and competition or singing a company’s praises. Agents who have the enthusiasm to work side-by-side with clients to solve problems or at the very least strive to create the positive feeling of problem solving can collectively help bring about an emotional attachment that reflects a positive experience and future customer loyalty.

So how does a customer service representative who is hesitant about selling be helped to feel comfortable? Ironically service agents already have an edge in sales because they find it easy to speak with clients and customers. Their proficient people skills are able to open up a constructive dialogue – sometimes starting off a bit emotional if a customer is upset, but a customer service professional will mete out the proper proportions of counsel, empathy, clarification, and support. And isn’t that what a customer needs? In many cases isn’t it the salesperson who asks the right questions to help a customer make the right decisions as to the product or service that she might need?

Sales people should not want to force a customer to buy a product they don’t need, which fits perfectly into the world of the customer service representative who strives to make the products and services relevant. The hardest part however centers around closing the deal, so for those who are scared of selling, knowing the product well, having the best training and being able to navigate customer service skills each agent has honed through experience can bring success and of course profits.

And for those organizations who have already spotted the best and the brightest, be sure to continue their sales training while honing their skills on the customer understanding of products and services because once a customer is convinced they have made a positive connection with a sales person, the deal is on the way to being closed. There is no better way to build a successful business than by hiring, training, nurturing, and rewarding the best employees a business can hire; after all they are the reflection of you.

The importance of customer service in city government

The non emergency city and local call centers of 3-1-1 are a popular one-stop shopping conduit for citizens to report or question issues relating to city services. Either by using your phone to dial 3-1-1 or by using an online link, a resident can find out if the pothole on Military Trail in Palm Beach Gardens will be repaired or if Alternate A-1-A will reopen for traffic before the weekend animal adoption event. In Palm Beach County where I live and in many other cities, you can use an online form or mobile application known as SeeClickFix, and submit such problems as broken parking meters, street lights, community alerts, etc.  The service, depending on the city can handle hundreds of requests ranging from procuring a dog license, city parks and recreation, job applications, trash pickup, or information about specific services and problems.

Just this last month Detroit discontinued their 3-1-1 non emergency call centers claiming the current economic situation has forced budget cuts. Somehow politicians decided that customer service should be laid aside for residents and the 400 different requests areas formerly handled by polite and informative agents should be replaced by directories and the usual fare of the prerecorded maze of  “press one, two, three,” until the caller’s head spins in an endless turmoil of confusion and messages stating:

“I am not at my desk at this time, but please leave a message. Your call is important to us.”

In New York City, the 3-1-1 service successfully adds more services for the residents by adding consistent and periodic training for employees which strive to make the implementation of services more efficient and effective. Is it effective? Of course that answer can be somewhat objective depending on the callers, even though New York  states their quality assurance and operations are provided with routine feedback and quarterly assessments. The most common complaints center around the departments citizens are referred to – more often the lack of services once a caller gets to the designated department relative to their issue or complaint.

The City of Philadelphia initiated their 3-1-1 Contact Center in 2008 with the promise of becoming a national leader in customer service. By 2012, city records show the service has handled 4.5 million contacts. The service isn’t advertised; it has become known through word of mouth, and citizens are extremely pleased with the degree of courtesy and respect demonstrated by their customer service agents.

City government should be a place where citizens can readily find solutions to their problems in a straightforward way and in the most efficient time considering the tight time parameters of busy residents. In actuality 3-1-1 non emergency call centers can:

  • Help citizens contact the proper city department and save city workers time, money and energy having to explain to a resident they need to contact a different department
  • Help citizens find a quicker method to resolve their conflict or answer a question
  • Aid in a positive public image needed by communities with 3-1-1- agents who have been trained to respond to a wide venue of community interests and issues.

There is no doubt that all levels of  government needs to be accountable and treat their citizens to the best customer service possible. How does your city compare?

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