Lessonly CustomerServicePolicyExamples
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Credo from Sam Walton the owner and CEO of Walmart – an international chain of
department stores and the most successful company in retailing in the world. Mr.
Walton is one of the most successful and wealthiest men in the US.
“It is our mission, it is our number one priority, it is our goal, it is why we are in
business, etc...,” often prove to be mere epitaphs. Unfortunately, these same
“customer friendly” executives go back to their offices, de-employ office staff, fail to
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initiate a customer service improvement plan and send memos out saying customer
complaints are unjustified and overblown.
Why is customer service in such a “funk” – what is causing this service malaise
despite the “lip service” being paid to the significance of the customer in
contemporary business, government and public life? If customer service and
contact with a customer or client are so important for the success of a company or
organization, then why are some companies and organizations failing in this critical
department?
This customer service-training manual will answer these questions and many more,
providing numerous concepts and ideas of how to improve the service you offer
customers.
Throughout the course of the manual we will come back to three fundamental
elements that must exist and be cultivated in order for good service to flourish:
If you master these three fundamental elements, your customer service is bound to
improve and mature.
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We hope you will find that improving customer service and developing an internal
system to guarantee continual proficiency is not the most difficult or costly
endeavor in the world. Customer service improvement is not like sending someone
to the moon, but it does require understanding, commitment, time and effort.
Companies or organizations that manage customer service the best are those who
develop a policy and then stick to it. This may seem easy, and this manual will help
you along in this process, but in an age of political transition, mergers and
acquisitions, regulation and de - regulation, rapid management turnover and global
competition, adhering to sound customer service policy can be quite a challenge.
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Of course you want to give customers what they want but this is not always
possible. If you define customer service only as giving customers exactly what they
want you have missed another key aspect of service – helping the customer to
decide what they want. This is more subtle and difficult, requiring listening,
friendliness, and empathy on the part of your service provider. By addressing these
less obvious customer needs you can provide the customer with alternatives to
their obvious desires (expanding your business) and get to know your customers
better. Knowing the customer is critical to success.
Customer service and contact with a client mean that the customer will be heard
and his/her problems will not go unanswered or ignored. It also means getting to
know your client, his/her likes-dislikes, ideas, background, etc.
The other most important aspect to do is to listen to what the customer is saying. If
people do not understand what is motivating the customer, they will not be
successful in handling them. Do research on customers, their habits, and what they
want and expect.
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customer service to include co- workers will lead toward even greater success.
Remember, the internal customer chain is just like the external, we are all customers
both inside and outside the company or organization. As a Wall Street Journal
article succinctly put it, “Poorly Treated Employees Treat Customers Just as Poorly.”
1. Communications
2. Relationships
The two main tasks of successful customer relations are to communicate and
develop relationships. They don’t take a huge effort, but don’t happen
instantaneously either. Positive dialogue/communication with your customers and
developing ongoing relationships with your customers are perhaps the two most
important qualities to strive for in customer service.
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Think about if places where you enjoy doing business – restaurants, stores, petrol
stations, suppliers, banks, etc. – why, aside from the actual product or service they
provide, do you like doing business with them? You probably find them courteous,
timely, friendly, flexible, interested, and a series of other exemplary qualities. They
not only satisfy your needs and help you in your endeavors but make you feel
positive and satisfied. You come to rely on their level of service to meet your needs
and wants.
On the other hand, let’s review a business you dislike patronizing maybe even hate
utilizing but in some cases do so out of necessity. Maybe it is the Ministry of
Transport when you need a new driver’s license or maybe it is the local department
store that carries a product you need but who offers lousy service when you
purchase. In both of these cases we are willing to hypothesize that the customer
experience is marred by long lines, gruff service, inefficient processing, impolite
and unfriendly clerks or salespeople, lack of flexibility, and no empathy for your
customer plight. In these cases you feel abused, unsatisfied, and taken advantage
of – in essence, your experience is wholly negative.
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• Fundamental
• Simple
• Daily
• Time oriented
• Persevering
• Specific
“A lot of people have fancy things to say about customer service, including me. But
it’s just a day-in, day-out, on going, never ending, unremitting, persevering,
compassionate type of activity.”
1. Friendliness – the most basic and associated with courtesy and politeness.
2. Empathy – the customer needs to know that the service provider appreciates
their wants and circumstances.
3. Fairness – the customer wants to feel they receive adequate attention and
reasonable answers.
4. Control – the customer wants to feel his/her wants and input has influence on
the outcome.
5. Alternatives – most customers want choice and flexibility from service. They
want to know there are many avenues to satisfy them.
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It is also very important for customer service employees to have information about
their product or service. Service providers who answer, “I don’t know” or “It is not
my department” are automatically demeaned and demoted in the mind of the
customer. These employees can end up feeling hostile as well as unequipped.
Customers want information, and they disrespect and distrust the person who is
supposed to have information but does not.
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Some companies and organizations never self-evaluate their service and operate in
a form of denial. These companies fail to form an honest assessment of the kind of
service they intend to deliver against the kind of service they are delivering.
The critical factor in the success of self-evaluation is obtaining objective data and
results. Better to accurately know the inadequacies of your customer service than
to operate under the impression you are serving your customer well. In order to
obtain complete information and feedback, it is important that each level of
employee and each department participate in evaluations.
Once adequate self-evaluation has been conducted and you know where you
stand in terms of customer service, you can organize a service improvement
strategy catering to your service needs.
CUSTOMER SURVEYS
Before spending the time, effort, and resources to develop a strategy for service
improvement, you should take actions to make sure you know what your customer
expects and wants from your service.
A base-line survey can provide a starting point from which to design and implement
a customer service improvement plan. A base-line survey will:
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There are many kinds of customer surveys, but the basic surveys include:
All the survey types listed above have their merits but the most common is the
random customer survey. The random survey is the easiest to conduct and
measures overall customer satisfaction on a range of levels. This methodology,
typically done by phone, mail or in-person, selects a percentage of customers and
randomly surveys them. If your organization has never conducted a market survey
or customer survey, the random customer survey is probably the best methodology
for you.
CUSTOMER BASE
The size and composition of the customer base to be surveyed is critical if the data
will be valid to inform the ultimate customer service improvement plan. You need to
assess the size of your customer base to determine the sample size for the survey.
If your customer base is in the thousands, it makes sense to hire a market research
firm to conduct the survey. A smaller customer base may not require the
intervention of a professional market research firm.
SERVICE FEEDBACK
Other types of service feedback include:
Remember, if you do not know what your customer thinks about your service levels
and performance, there is no way to inform your future customer service activities.
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This section of the manual and training explores the often insignificant behaviors
and actions that can lead to significant payoffs in customer service success. These
techniques and ideas, seemingly obvious and mundane, cover a variety of
communication skills leading to customer satisfaction
When reviewing these materials keep in mind that customers are like elephants –
they have long memories. They cherish companies who treat them well and quickly
stop patronizing those who do not.
• Customers will spend up to 10% more for the same product with better service.
• When customers receive good service they tell 10-12 people on average.
• When customers receive poor service they tell upwards of 20 people.
• There is an 82% chance customers will repurchase from a company where they
were satisfied.
• There is a 91% chance that poor service will dissuade a customer from ever going
back to a company.2
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Non-Verbal Communication
BODY LANGUAGE
Body language can say more than words. A recent university study on how people
receive information had these results:
• 55% of what we learn from others comes from their body language.
• 38% of what we learn from others comes from their tone of voice.
• 7% of what we learn from others comes from the words they say.
Communication is
More Than Words
Words
7%
FACE-TO-FACE CONVERSATIONS
It is often not what you articulate but how it is presented. What you wear and how
you express yourself has a lot to do with how what you say is received.
Have you ever noticed how a person who is dressed-up, even in older or out-of-
style clothing, always commands more authority and respect? The impression they
make and what they have to say is enhanced by their personal presentation, facial
and hand gestures, as well as the substance of what they have to say. As it turns
out, substance is only part of the equation of being persuasive and influencing
perception.
On one level this seems unfair and superficial because what a person says and
how they behave should be more important than if they are well groomed, smiling
and dressed-up. Yet visual perception plays a vital role in human impressions and
reactions. For reasons psychologists do not always understand, nature and learned
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For example, what better way to sell cosmetics or clothing in a large department
store than to see well put together, groomed salespeople soliciting and serving
customers? This has become a global industry standard because it works. People
like to buy products, especially personal beauty and clothing products, from
salespeople who look good in the very products they are buying. Customers
visualize themselves looking like the sales people. Of course the most successful
salespeople are also well trained and informed about their products, but it is initial
non- verbal communication that first influences the interaction.
The same can be said for those who smile, laugh and make warm hand gestures –
these people are well received and liked by others. “Warm” people immediately
ingratiate themselves to others. What they say is often openly accepted, trusted
and believed.
It is clear that just looking good will not produce the desired level of customer
satisfaction. There is certainly a trend around the world in some of the most
expensive retail outlets such as Gucci, Yves Saint Laurent, Giorgio Armani, and
others for extremely well dressed, model-esque sales people to address customers
in an arrogant and disdainful manner. Even these retail fashion giants can lose sight
of the basics of customer service and the famous adage of Sam Walton. These
fashionistas need to remember the goal is to smile and present one’s self well while
at the same time delivering quality services and products to the buying public.
Eye contact. Always look into your customer’s eyes. Directly address customers.
How you look. Personal grooming has a big impact on your customers. Dirty hands,
messy hair and poor dress can mean the loss of an otherwise happy customer.
When interacting with customers, dress neatly and in a professional manner so as
to command respect and to let customers know you take seriously your position.
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Shaking hands. When shaking hands with a customer a firm and professional
handshake is expected. This part of the greeting is now common among both men
and women in a professional environment.
Be attentive. When listening to a customer, slightly lean towards your customer and
nod your head ever so slightly to indicate you are listening.
Tone of voice. Always convey friendliness and amicability. Do not raise your voice
in frustration or anger no matter how difficult or tiresome a customer may behave.
Hand gestures. Use hand movements to emphasize what you say (even on the
phone) and to emphasize your feelings.
Personal space. This is the distance that feels comfortable between you and
another person. If another person approaches you and invades your personal
space, you automatically move back without thought. You are uncomfortable. Leave
adequate distance between you and your customer. Adequate space is important
to making customers feel secure and safe.
Observation. Notice how your customer behaves and what he/she reacts positively
to while you are providing service.
Remember, the little, interpersonal actions noted above mean a great deal in the
area of customer relations. They can change customer perceptions and ultimately
affect the success of your customer relations efforts.
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Tone of Voice
It’s not what you say, it’s how you say it.
The moment you pick up a telephone, body language and visual perceptions
disappear and your tone of voice becomes dominant.
Almost the entire message you project to the customer over the phone is derived
from tone of voice and attitude. For example:
• A flat tone of voice says to the customer, “I don’t like my job and would rather be
elsewhere.”
• Slow pitch and presentation say, “I am sad and lonely – do not bother me.”
• A high pitch, rapid voice says, “I am enthusiastic and excited!’
• A loud voice says, “I’m angry and aggressive.”
Communication is
More Than Words
Words
14%
Tone of Voice
86%
• Inflection
• Volume control
• Pacing the customer3
INFLECTION
Inflection is what happens when you read a book to a child – it is the wave like
movement of highs and low in your pitch that makes what you are saying higher or
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lower. It is the way you emphasize aspects of what you are saying to make it
interesting.
When you repeat phrases and terms many times in a day, like many customer
service representatives do, you tend to become monotone as the phrases have
lost their interest to you. In telephone customer service inflection is pivotal and
“monotone” lapses are the enemy. You can improve your inflection by:
Be aware that too much inflection sounds unrealistic and artificial. Classic examples
of over-inflection include radio announcers and some television presenters.
VOLUME
Speaking in a moderate voice is the norm for customer service as high volume
scares and intimidates people. Low volumes can be very effective, especially when
a customer is irate – a low volume voice under these circumstances serves to calm
the irate customer.
Speaking louder for short bursts can occasionally serve to emphasize or focus
attention, but this technique should be used rarely.
PACE
Pace is a great tool to build rapport with a customer. Customer service
professionals recommend mimicking your customers pace. Speaking too fast will
serve to confuse a customer while speaking too slow may leave the impression you
are talking down to the customer.
By controlling the pace of the conversation, you can get the customer to consider
or reconsider what you are saying, and place emphasis on what you deem
important. You are also able to articulate a solution or answer to a customer in a
manner he/she understands.
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Telephone Etiquette
THE DREADED ANSWERING SERVICE
In the world of customer service most people hate the telephone. It has become
common in the US when calling a large corporation, business or service provider to
come in contact with an automated answering service that prompts the caller to
choose a series of numbers to attain their desired request. Often the service
request or query must conform to the categories designated in the main menu or
the call can be disconnected. It has become increasingly difficult to get in touch
with a live human being.
If you are a new customer and have never used these systems then it is even more
frustrating, especially if you do not have a Touch-Tone phone or are intimidated by
these machines. Often you have to listen to five minutes or more of recorded
banter before even being given the chance to speak to a customer service
representative. Even when you are connected there is often a substantial amount
of time spent on hold, waiting for a representative to become available. In addition,
some customers find that after all that effort they have not been connected to the
appropriate department for their needs, and must repeat the tedious process again.
When the proper person is finally reached, the customer is already frustrated and
fed up with the process. The company has failed to provide adequate service even
before they have learned of the problem.
Good telephone etiquette is the essence of dealing with people in a polite and
efficient manner over the telephone. It is one easy and definite way to improve
customer service if you follow the guidelines outlined below.
Telephone etiquette, unlike more varying body language, can be uniform and is not
culturally based. The telephone is often the first or last place a customer comes in
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1. Pick up the phone in three rings. More than three rings signals chaos in your
office or inattentiveness on the part of your company or organization.
2. Greet the caller, e.g. “hello”, “good morning”. Good manners show you respect
the caller.
3. Give your name, e.g., “Hi, my name is Martha”. This is a courtesy that serves to
personalize the customer service experience as well as allowing the customer
to hold you accountable for your level of service. He/she now has a point of
reference and someone to contact when he/she calls back.
4. Ask the customer if or how you can help. Asking to help tells the customer you
are there to serve his/her needs and to solve his/her problems. This also leaves
the customer with a positive impression.
“Good morning, thanks for calling the Intercontinental Hotel Lusaka. My name is
Martha; how may I help you?”
The greeting is key; it sets the tone and style of the whole interaction.
TROUBLESHOOTING
Some things which may upset a customer are simply unavoidable. Here are some
tips on how to best handle these situations.
• Ask the customer if you can put them on hold; wait for them to say “yes” or “no”
and then explain it will only be for a short period of time.
• Explain to customers why you are putting them on hold.
• Thank customers for holding.
“Transferring a Call”
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• Ask the customer if they mind being transferred; wait for them to say “yes” or “no”
and explain why they are being transferred and to whom.
“Taking a Message”
• Explain your co-workers absence in a positive light but do not be too specific.
Explain that your co-worker is in a meeting, conference, briefing, or training. Do
not say he or she is gravely ill, is too hung over to come to work, never called in
today, can’t be found, is playing golf, that you do not know where he or she is, or
that he or she “was just here”.
• Give a reasonable estimate of when the co-worker will return.
• Offer to help the caller, take a message or transfer to another staff member.
If a co-worker is on holiday and will not return to the office for some time, it is
permissible to say that he or she is on holiday. However, avoid details such as,
“Raymond is at the beach and I am sure he is living it up.” While such details may
seem innocuous and even humorous, they give the wrong impression to those
seeking service.
This is the final step in good telephone etiquette. A good customer service
representative ends the call on a positive note, repeating any actions agreed to be
taken and what is going to be done to help or serve the customer.
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The reality is that we prefer doing business with those we like and trust.
Impressions are the key to developing trust and confidence in the customer.
As the old saying goes, “You will never get a second chance to make a first
impression.” This is why the first impression is extremely important and can set the
tone for all future transactions.
Here are some ways of creating positive impressions, some of which have already
been discussed:
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Remember, impressions stay with those you meet, especially customers, and once
registered; negative impressions are difficult to overcome.
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• “No.”
• “I don’t know.”
• “That’s not my job./That’s not my department.”
• “You are right – that is bad”
• “Calm down.”
• “I’m busy right now.”
• “Call me back.”
• “That’s not my fault.”
• “You need to talk to my supervisor.”
• “You want it by when?”
I don’t know. Good service means never saying, “I don’t know.” When a customer
hears “I don’t know,” they hear, “I don’t feel like finding the information you need.”
Better to say, “I’ll find out” or “Let me look into this and get back to you ASAP.”
That’s not my job. That’s not my department. When a customer asks you to do
something that you do not know how to do or do not have the authority to do,
become a catalyst by leading the customer to the person or department who can
help him/her solve the problem. Better to say, “Let me transfer you to the person
who can immediately help you with this problem.”
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Likewise, it does not do your company or organization any good to criticize co-
workers or other departments within the company, or to the customers. All
interested parties end up looking unprofessional and inept. Rather try your best to
accommodate the customer. Do not promise anything you cannot deliver but do try
to serve the customer well. Better to say, “I understand your frustration, let’s see
how we can solve this problem.”
Calm down. When customers are upset or angry let them vent (within reason) and
they will eventually calm down. Telling them to “calm down” is belittling, and often
serves only to infuriate them further. Better to say, “I’m sorry.” This is one of the ideal
phrases for customer service – it helps to placate the angriest of customers and
allows you to begin the process of solving a customer complaint or request and
“meet him/her half way.” Apologizing does not mean you agree with the customer
but it is a means to empathize and move beyond the emotion of the moment and
negative impact.
I’m busy right now. It is not easy to juggle customers. You are often helping one
customer when another calls or visits your service area. Asking a customer to be
patient or politely asking them to wait is very different than putting them off and
saying you are too busy to help. Leaving them standing there or on hold are two of
the mortal sins of customer service. “Being too busy” is tantamount to saying that
you do not care and they are not important. Let the customer know they are
important and you are aware of their presence. Better to say, “I’ll be with you in one
moment” or “Please hold and I’ll be right with you.”
Call me back. This expression conveys little interest on the part of the customer
relation’s employee for the needs and wants of the customer. You should always
call the customer back because you want their business and are responsive to their
requests. Being proactive is part of good customer service.
That’s not my fault. If an angry customer accuses you of creating a problem, rightly
or wrongly, the natural reaction is to defend oneself. However, this is not the best
course of action. The customer has a problem that needs to be solved. By resisting
the need to defend yourself, and focusing on the needs of the customer, you can
resolve the problem faster and with less stress and confrontation. Better to say,
“Let’s see what we can do about this problem.”
You need to talk to my supervisor. This cliché of bad customer service has
angered and frustrated customers for decades. Customers often ask for things
outside the scope of your work or authority – maybe even outside the services/
products provided by your company. While passing off these requests to your
manager is a tempting option, it is better if you attempt to solve the problem
yourself or directly go to the supervisor yourself and get a solution. You become a
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service hero for the customer and the supervisor. Better to say, “Let me find that out
for you.”
You want it by when? Customers often make unrealistic demands, especially when
it comes to time. Your first reaction may be annoyance and you may want to make a
snide or sarcastic comment. However, the best approach is to hold off on displaying
a negative attitude and making a poor impression. Better to say, “I will call you right
back after I find out if that is feasible.”
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A classic customer-service scene took place in the 1970s film Five Easy Pieces
starring Jack Nicholson. In the film Nicholson plays a restaurant “customer” who
spars with a grim, veteran waitress who cares little or nothing about the customer,
her job or the restaurant where she works. She is the worst the service industry has
to offer and a classic example of the “It is not my job” mentality.
The scene opens with Nicholson sitting down for breakfast in a small restaurant
(diner):
Nicholson: I’d like a plain omelet, with no potatoes but tomatoes instead
and some coffee and toast.
Waitress: Only what is on the menu. If you want the omelet, it comes with
French fries but no bread.
Waitress: (Frowning and impatient) I’ll come back in a few minutes because
you are not ready to order.
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Nicholson: Okay, I’ll make it easy for you. I’d like an omelet – plain. And a
toasted chicken salad sandwich with no mayonnaise.
Nicholson: Now, all you have to do is remove the chicken, bring me the
toast, give me a bill for the sandwich and you have not broken any rules.
Nicholson: You see the sign? (Sweeps all the water glasses and silverware
off the table and storms out).
As we discussed in Section 2, this waitress has broken many of the cardinal rules of
customer service. She has a bad attitude, she is inflexible, resorts to referring to the
manager, acts disinterested in the customer, and does not address the customer
directly. She cares more about the rules than the customer. In reality, it is the
customer who is always right because he/she pays the bills and is the heart of any
company or organization.
Everyone has come into contact with someone in the service industry who displays
this horrible attitude and inflexibility. I am sure you have wanted to throw something
and storm out of the place as well. Not only was the waitress rude, but she was
costing the restaurant short-term business and a long-term customer. Her poor
customer service damages business and ultimately profit.
This is clearly a blatant example of how not to act towards customers. While the first
or second time a customer may still come back, unless you have a monopoly,
eventually the customer will not come back.4
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Having discussed the importance of knowing how the customer feels and WHAT
NOT TO SAY, let’s address the notion of how to communicate with an unsatisfied
customer.
If your customer is unsatisfied (for just or unjust reasons), you will have to use some
of the many techniques of the customer service professional to win their support
and continued loyalty. When coming into contact with a customer, communicating
with him/her, or analyzing problems, do not forget to use the following methods or
qualities of the customer service professional:
Do not argue and do not interrupt. This will only worsen the situation, especially if
the customer is angry. Let him speak before you try to discuss with him what has
happened.
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Do not lose your self-control. If you stay relaxed, customers will calm down.
Point out facts. Listen carefully and write everything down. Do not make any
comments until the customer is finished talking.
Admit the problem. If you can suggest a solution, do it. If not tell the customer what
actions you will take and what actions will follow. Never make the mistake of
promising something you are not able to do.
Follow up. Make sure that the promised measures are taken. If you do not fulfill
what was promised and ignore the customer’s complaint, the problem will grow.
Next time it will be more difficult to solve.
Give the customer a “way back.” Sometimes customers are wrong. You should let
them leave with dignity, without feeling embarrassed.
Do not question the customer’s correctness. From the very beginning you should
believe that the customer may be right. Always be open minded toward the
customer’s opinion, make them feel they deserve to be listened to.
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INITIATIVE
Initiative is the difference between adequate customer service and customer
service that wins you a customer for life.
• Taxi driver who opens the door for you or waits at night for you to safely get into
your destination.
• Computer technician who does computer work and then calls back a week later
to make sure your IT is functioning well.
• Car salesperson that calls a month after you buy a car to make sure it is running
well.
• The petrol station attendant who washes your window or checks your oil.
• The electric company who calls and checks to make sure your service is working
well and apologizes for any “brownouts” or “blackouts.”
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None of these customer service people HAD to make this extra effort or go to this
trouble. These “goodwill initiatives”5 are beyond the call of duty and make the
customer beyond satisfied. They make the customer remember the transaction or
occasion.
TRAITS TO EMULATE
“Extra effort” wins the day for customer service! Customer service traits to emulate:
Some of the information and challenges presented may not be relevant to your
particular application or customer service needs but they offer creative and current
solutions and thinking regarding customer service. Many of these customer service
examples are derived from the US and UK and require a great deal of time and
resources, making them unrealistic for smaller ventures. However, the fundamentals
of “knowing your customer,” “meeting their needs,” and “communications” are
present in each case and serve to highlight how to proactively meet customer
service needs. They provide “food for thought” and are a basis for discussion, as
the situations facing electricity utilities are relatively transferable to different
environments, contexts and locales.
EXAMPLE 1: ASK CUSTOMERS WHAT THEY THINK AND HOW THE FEEL
Across various industries, executives and managers always believe they know the
customer already and do not need further information or input from them. However,
when research is conducted and the customer has actual input in the decision-
making process, these same executives and managers often come to realize they
do not know what customers want and need.
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Prior to building new wind farms that would provide clean energy and new jobs for
residents, a Scottish firm commissioned market research surveys to find out how
people felt about an existing wind farm. Surveys were posed to both residents, who
are customers, and to tourists, who support the local economy and are of critical
concern to the residents.
The poll found a surprisingly positive view of the wind farm. Residents did not feel
that they obstructed view of the landscape, or caused any other local problems,
and enjoyed their influence on the local economy. Nine out of ten tourists
questioned said the presence of wind farms made no difference to the enjoyment
of their holiday - and more said they had a positive effect on their choice of
destination.
In this case, perceived negative ideas about wind farms asserted by many industry
leaders were incorrect. They were based on poor information and myth. Data
proved the wind farms were viable and acceptable to local residents and
customers. The key is to willingly solicit the opinions of the customers you serve in
order to provide improved service and benefits.
Rather than seek ways to squeak by with minimal local input, the NPP encouraged
local governments, schools boards, manufacturers and fishermen to form a Task
Force of stakeholders, so their views could be represented. They concentrated on
addressing the Task Force’s questions and concerns, and got the people involved
in the plans for building the new plant. In the end all the stakeholders were satisfied
the plant would benefit the entire community without detriment.
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By handling the process in such an open and consumer -focused way, NPP has set
a precedent for future interactions with its customers. Customers know that they
can trust NPP to keep their best interests in mind, and will more readily support
future renovations and additions to facilities.
This is not typically thought of as a customer service scenario. The old notion of
customer service is answering telephone inquiries and administering complaints.
These days it also means finding creative solutions to demand problems and
customer needs. Today this new approach to meeting electricity needs with
incentive -based programs is working, but first utilities had to sell the idea to large
businesses and explain the logic of their approach.
In southern California, an area facing a recent energy crisis, the Public Utilities
Commission has started a program that pays qualifying businesses up to 50
percent of the costs of installing electricity generation systems. The Southern
California Gas Company has been promoting the program through news releases,
print and radio ads, e-mail notices, telemarketing and a dedicated toll-free number
staffed with technicians who provide real-time responses to customer questions. By
actively encouraging their business customers to rely on self-generated power,
they are serving their individual customers better. Securing the electrical grid
means a healthier economy for all of southern California.
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customers deal with the situation. Lack of electricity disrupts lives in a way that is
extreme and consequential. Emergency communication and timely information is
almost as important as completing the repair.
Emergencies call for extra efforts in listening to customers and providing timely
information about repair work. Most companies faced with outage situations have
plans in place for both field and headquarters staff to assume special roles during
outage situations. For example, office administrative staff may be called upon to go
out in the field while line crews are conducting the repairs just to talk with
customers door-to-door, answer questions, help with coping strategies such as
providing dry ice and flashlights, and provide reassurance regarding the repair
effort.
If emergencies are not handled properly and proactively from a customer service
standpoint, the company can suffer from negative reactions for a long time. The key
in emergency blackouts and brownouts is to have numerous contingency plans
and a proactive strategy to deal with customer needs and complaints.
Last year in the Midlands, England, more than 40,000 homes, mostly in rural areas,
lost power after a windstorm. Over 100 utility emergency crews were called into
service. Although they were hampered by the strong winds, they managed to
restore power to three-quarters of affected homes by that evening. Headquarters
staff manned the telephone lines and supervisors knocked on doors to provide
updates to worried residents about the repair efforts. The response to the utilities
efforts was so warm that local pubs opened their doors to the workers to provide
free meals (cooked on gas stoves) for the stamina required to complete the repair
work. In spite of the hardships, customers expressed appreciation for the prompt
services and ongoing communications about the status of repairs.
The success of the utility in this example is based on having customer -oriented
contingency plans for emergency power outages. They developed emergency
communications and public relations plans, and worked closely with the media and
the local community. Rather than being a public relations disaster, this outage
turned into a favorable situation whereby the rapid repair response and
professional attitude and courtesy demonstrated by utility staff won over customers
and the community.
More recently, a hurricane turned off the power of over one million people in
Washington, D.C. The main utility, PEPCO, immediately surveyed the damage and
reported that it would take a full week to restore power to everyone. As the week
went on many customers became frustrated and angry. They weren’t just angry
because their power wasn’t on, they were angry because the utility was not giving
them any information on when it would be on. Specific neighborhoods were not
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informed, and people had no way of knowing if theirs would be one of the first or
last areas to be serviced. Service representatives were forced to answer their
requests with “I don’t know.” This event will have a lasting effect on the reputation
of PEPCO, and could have been avoided if better communications had been
employed.
Successful customer service offers the customer bill paying options and caters to
the predilection of customers in target segments to choose certain methods of
payment. For example, some customers may choose to pay by mail, while others
typically pay in cash at kiosks or others over the internet. However, even if it is not
possible to offer customers a variety of means to pay their utility bills, the most
important fact is to make sure they are offered a convenient and easy-to-use
method. The easier the payment, the more customers will pay their bills.
During a customer survey the utility PEPCO found that most elderly customers
prefer to pay their electric bill in person at either a utility business office or a bank.
Paying bills promptly and in person are important to this segment of customers.
Households pay differently depending upon their income levels, with poorer
customers paying in cash at pay stations (utility business offices or banks), working
families by mail, higher income families and small businesses by automatic bank
draft or through the Internet. In many countries of the former Soviet Union it has
proved more effective for utility representatives to go door -to-door on a periodic
basis, using the bill collector model, to assure payment. Of course this approach is
only successful when it is done on a predictable schedule and by responsible,
trustworthy utility representatives.
In other countries, prepayment meters are used for those customers that have very
limited electricity uses in their homes. One example is South Africa, where local
vendors at small community shops are empowered by the utility to sell Smart Cards
to residents. These cards are then inserted in prepayment meter on the outside of
the home. Electricity flows into the wires until the amount of money prepaid on the
card is used up. Then customers have to go back to add more money to the Smart
Card. By making this prepayment card service available locally, at small shops
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within each neighborhood, residential customers do not have to travel far to have
their prepayment cards debited.
The only way to gather information about how consumers want to pay their bills is
to know them better through surveys and focus groups. One cannot hope to
provide great customer service without truly knowing your customer. Different ways
to do this include forming stakeholder groups, holding public forums, studying
focus groups, tracking paying habits, or discussing utility issues in informal
gatherings.
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Here are a number of factors to take into account as you seek to mold your team
into a successful customer service unit:
1. Greet your staff in the morning. Start out the day with a positive attitude.
2. Discuss your feelings. Do not ever vent or rage in front of your employees, but
always remain calm. If you have a problem with one employee discuss it in private.
Explain in detail why you are frustrated with their behavior, and allow the employee
to speak openly and express their opinions. Try to come to a mutual solution with
the employee.
3. Do the right thing. When faced with a difficult customer, follow correct customer
service practices. In other words, practice what you preach.
5. Be willing to learn from others. Managers do not have all of the customer
service answers; there is nothing worse than a “know-it-all” manager. There are
opportunities for learning everyday if you are paying attention.
7. Take time to socialize. Try to know your staff, their personal lives, and what is
important to them. Take the time to celebrate achievements and noteworthy
occasions. People are individuals and a positive work environment makes for better
performance and a more content staff.
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8. Use good telephone etiquette. Be your staff’s best example of good telephone
manners by following the guidelines.
9. Say “thank you.” Be generous with compliments and praise your staff for their
efforts. Thank them for a job well done and foster an environment of recognition.
People enjoy praise and strive for recognition – give them something to work for!
• Awareness building
• Customer service skills
• Internal customer service
• Service management
Training methods vary depending on the size of your company or organization and
the resources available. Classroom training or outside consultants can craft a short-
term course for employees or more extended, ongoing training – however, it is
critical that whatever type of training initiated, it be part of an overall management
approach to customer service. In-house or external training programs will serve no
long-term benefit if they are not integrated into an ongoing customer service
improvement strategy. There is nothing worse for trainees or employees than to
attend training, become empowered with new techniques and ideas and then
come back to an environment where they are under-appreciated and their new
skills are not utilized. In the end, staff need to be able to practice what they learn.
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Everyone has their own hiring system, but in the specific area of customer service
there are a number of key questions to ask potential customer service
representatives and employees who will represent your organization or company to
the buying public:
These questions are critical in hiring the “right” type or profile of person for
customer relations.
Individuals who are less social and are more interested in technical areas than
communicating with people are better suited for other types of positions. You are
looking for a “people person” who is not easily upset and understands the nature of
customer service. Customer service is not unlike public affairs or public relations in
that personal qualities and human contact are critical factors in professional
success. Define your companies shared values and make sure the person you are
hiring shares these same values. If your company or organization’s management
does not place a premium on customer service, then employees will not emphasize
customer service and will be frustrated by management’s lack of interest in this
critical area. Remember, you cannot make people happy or motivated but you can
hire happy and motivated people (i.e., people who smile and enjoy interacting with
others).
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Customer-Oriented Company
The customer-oriented company or organization knows that success is directly
affected by good customer service. They have taken into account the techniques
and qualities discussed throughout this manual.
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Citations
1. Bailey, Keith and Leland, Karen. Customer Service for Dummies. New York,
2001.
2. Ibid.
3. Ibid.
4. Glen, Peter. It’s Not My Department, Berkeley, 2002.
5. Ibid.
6. Ibid.
CREDIT
This publication was made possible through financial support provided by the
United States Agency for International Development (USAID), under Contract
Number: LAG-I-00-98-00011-00, Task Order Number: 804. The views expressed
herein are those of AED and do not necessarily reflect the views of USAID. Much of
this work was developed by Mr. McCotter under a previous assignment for USAID
through PA Consulting (The Central Asia Natural Resources Management Program,
Contract No. 284-C-00-00- 00025-00, Task 12). Any other reproduction,
publication, distribution, or use of the material contained herein must include this
acknowledgement, as well as that of the current project and its prime contractor,
AED (Academy for Educational Development).
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