Mitch Lieberman

It is time to move on to ‘How’ – Where the Rubber Meets the Road for Customer Service

From products and pricing to service and social, there is no shortage of talk on what companies need to do to achieve service excellence. For the past many years, specific to ‘social’ the number of people who are more than willing to share ‘what to do’ is staggering. It is easy to say what to do, to be an advice giver. That said, telling someone how to do something is not nearly as easy.

There is not only a tremendous difference between ‘what’ and ‘how’, the ability to cross the chasm between is where companies succeed or fail. Transitioning from what to do to how to do it takes hard work, planning and execution – especially in the realm of customer service!

Customer Service Mission:
A mission is the very big, long-term end-result or achievement in your sights. A Customer Service mission is the biggest and most important thing you and your team aim to accomplish. Mission statements can be tied to financial metrics, directly or indirectly, but financial metrics can also get in the way. A mission is a ‘what’ not a ‘how’. What is your customer service mission? Do you know it by heart?

(A quick sidebar regarding a mission: The company certainly needs to have a mission, but that is not the same as the customer service mission. For example, a company mission may be to reduce the need for customer service. That is not going to fit for the customer service team, now will it.)
Service Goals and Objectives:

With respect to customer service, goals and objectives are often interchangeable – just as long as you are clear. There might be a slight nuance that goals are customer facing and objectives are internally focused, but they should be very well aligned. Each is an end game towards which actions and activities are focused. But, we are still in the land of ‘what’, not yet progressing to ‘how’; that said each should be smaller than the mission.

Customer Service Strategy:
Here is where I think organizations lose sight of their purpose. If there is not a clear mission, or set of goals (or objectives), a strategy is almost a waste of time. The idea of a strategy is to focus the team towards achieving the goals and objectives, towards the mission. I believe too many people jump to strategy, when they mean mission. The importance of strategy, is that we finally have moved from ‘what’ to ‘how’, hallelujah!

What is a strategy?

A well thought and constructed plan of attack with actions that will be used to achieve the desired objective. The strategy is the first, most important step in the ‘how’ process.

Customer Service Tactics and Actions:
Simply stated, tactic and actions are what is done to deliver on the strategy. This is where the rubber meets the road. Although tactics and actions are more about doing (versus thinking), in customer service, poor execution of tactics and actions will have far reaching consequences; leading eventually to inability to succeed at the mission. The inability to succeed at the customer service layer will impact the ability for the organization to achieve the higher mission as well.

The Outline

Mission = the most important thing you and your team aim to accomplish

  • Goals = an end-game towards which actions and activities are focused
    • Strategy = the plan of attack
      • Actions and Tactics = the execution of the strategy

What it Might Look Like for You

Customer Service Mission: We at <company name> believe that you, the customer, are part of our family. We are dedicated to treating you with respect; being courteous towards you and creating a positive experience for you each and every time we connect. We hope to convey that we are a caring and genuine team, here to help you to the best of our ability; in-person, on the phone and across all digital channels.

  • Goal 1: Increase Customer Satisfaction
    • Strategy: Improve Service Experience
      • Be responsive and courteous
      • Offer Chanel Choice
      • Remove or reduce problematic metrics (AHT, FCR)
    • Strategy: Improve Self-Service
      • Offer How-to guides
      • Increase use of Video
    • Strategy: Focus on Product In-Use Experience
      • Facilitate online community
      • Incent to contribute, engage further 1:1
      • Encourage social sharing; product
  • Goal 2: Increased Loyalty and Retention
    • Strategy: Create Passionate Customers
      • Offer extra value to repeat customers
      • Train Customer Service Reps as brand advocates
      • Reward Agents with a positive experience
    • Strategy: Facilitate Organic growth
      • Encourage customers to share brand stories
      • Encourage social sharing; experience
      • Recognize Super-users
  • Goal 3: Meet Customer Expectations
    • Strategy: Manage expectations
      • Publish response time service levels
      • Consistency across interaction channels
      • Hit response targets
    • Strategy: Service with a smile
      • Empower agents to make decisions
      • Rewards agents who go above and beyond
      • Remove robotic scripts
  • Goal 4: Bring Social into the Process fold
    • Strategy: Operational Efficiency
      • Web-Self-service, let people help themselves (WSS is the doorway to SCS)
      • Decide on the Proper Process for Social Contacts
      • Proper Process to capture knowledge and reuse
    • Strategy: Offer Channel Choice
      • Deflection as an outcome, can be right (caution advised)
      • Understand your customers, where they want to talk to you
      • Active Pull to proper channel (Content /Value) – not push

So What?

I cheated a bit, and used the results of our research with thinkJar to drive the conversation. Well, maybe that is not cheating, but the results did show that organizations are focusing heavily on the Goals I listed above. Gartner (8 Pillars of CRM) and Forrester also have been know to recommend building the Customer Service program with specific goals and objectives in mind – no, not just operational efficiency, but how the impact can be felt directly by the customers.

What are your Goals and Objectives as an customer service organization? If you are Vendor or Analyst reading this, what how do your clients articulate their Goals and Objectives? Do they have a Customer Service Mission Statement? Please, feel free to add to the list and do not beat me up too much for missing something. To give credit where credit is due, thanks to Clare Dorrian for editing help and good ideas!

Mitch Lieberman

Is Twitter a Customer Service Platform, Protocol or Channel?

Twitter is an interesting beast, that is for sure. I am sure a few (or more) will suggest that it is none of the above. Or, better, that it is a monumental waste of time.

The nature of Twitter is that everything is open for the world to see, that does beg the question of how best does Twitter fit into your Customer Service processes? Some of the challenges are actually a bit technical in nature; Twitter is actually a Service Platform*, which acts like a Protocol, and should be treated like a Channel. In order to get there, maybe a little bit of review is in order. My review is timed for an event, close to home, where JetBlue and Comcast are planning to present to a small group here in Burlington, VT.

Looking Back

The question I began to think about a long time ago is whether by making a channel such as Twitter readily available, companies were ‘creating a monster’ or ‘letting the genie out of the bottle’ and wishing that they had not. This is very Inside Out thinking, and non-customer centric. I first published a post in October 2009 titled “Why do people think Twitter is a good Customer Service platform?” (link). Some parts of the article were a bit tongue in cheek, as Twitter in the support arena was quite new. In that article I suggested the following statement to be a truth:

The need to broadcast a problem to the world would not be necessary if the customer had confidence that their issue would  be solved timely and to their satisfaction.

Almost a year and a half later, I am revisiting the same issue, to see if things have changed, or not. I also suggested that using Twitter for support masks a larger issue. Customer do not have confidence that their issues will be addressed when they contact a company or register a complaint. There was some good discussions regarding the post. No, not everyone was in full agreement either. There have been a lot really smart people (smarter than me) thinking about this issue, now 18 months further along. That said, while people have been thinking about it, data to support or to counter the arguments is hard to find. I am not convinced anyway. Looking at this problem from the more important customer perspective, if your customers are there, then you need to be there to, right? the comment from Parature hits the mark:

Regardless of whether or not it is a good customer service platform, customers are taking their issues social and they can’t be ignored.

Core to this discussion is trying to figure out exactly; what is Twitter? During the recent history that is modern customer service, the channels of communication have been controlled by the organization (for the most part, of course there are exceptions); In-Person, Phone, Letter, Fax, IVR, Email, Website, Chat. These are protocols/channels, which a company decided to offer, or not. Unless something went really wrong, and it made the news, or trade press of some sort, the results of communication were ‘contained’.  With that in mind, Esteban Kolsky had the following to say on the previous post:

Any channel a customer chooses to contact an organization is a channel the organization should be listening on – or have a clearly stated and well-known reason not to (example: you cannot contact your broker about a trade via email due to latencies)…. Despite the novelty behind it Twitter remains a simple channel you add to your lineup of channels to serve customers. If you understand the basic rules of engagement for the channel, and how to deliver value best (e.g. tweeting the answer in 14-consecutive-tweets versus posting a link to somewhere) to your customers, then you should be able to deliver against those expectations – after you set them at the right level.

We have not Answered the Question

As noted above, Twitter is not a Customer Service Platform – it is only part of a Customer Service Platform, maybe. That does not mean people do not use it as such. Coca-Cola is not billed as a rust removal system either, just saying. Some believe that Twitter should be an open protocol, but that is not likely to happen either.  Therefore, a channel of communications is what is left, that is what Twitter is, and how it should be treated. This does not take anything away from it, just calling it like I see it. Your customers are there, and therefore you need to be there as well. Some old rules are broken though, unless I am missing something important.

The follow-up question is how well is this (or any) channel is integrated into the rest of your customer service processes? According to some recent research (Brent Leary analysis), 35% of companies surveyed said “Yes” when asked “Is your social media/social networking fully integrated into traditional customer service problem-resolution processes?” I need to be direct and question that particular statistic, as I have yet to run into many (any?) companies at all where the processes are truly integrated from end to end. The simple point is about a technical challenge or limitation, your customers will know if they systems are integrated, or not.  Even so, 65% of companies recognize that social is not integrated, therefore each is an island of process and of information. Your customers deserve better than this, no?

I spend a lot of time thinking through these types of issues here at Sword Ciboodle and for our customers. To the external world, Twitter and Facebook are Platforms, a stage if you will, for customers to voice their opinions, concerns and personal issues. To the customer the benefit is clear, it is raised in a public setting, thus there is more pressure to answer. To the company it is a channel of communications which needs to consider all the same prioritization mechanisms used by the other channels. As a channel, companies should not let people jump the queue. Finally, to the technical world, Twitter should be (or become) an open protocol.

(*For the technical minded in the group, Twitter seems to be tending towards a service, offered by a private company, as a 3rd parties can typically build on top of a platform, but those rules seemed to be changing as well (who can and will make changes)).

Paul White

Why blue-chip organizations have a lot to learn from boutique cheese retailers…

Building on the recent blog theme of ‘cheese’ (see #scrm superstar Esteban Kolsky giving his take on how cheese relates to customer service here), I felt compelled to grill up a bloggy-toasted, croque monsieur of an entry.

I love many kinds of cheese; I have a certain passion though for Stilton!  Here is a useful guide on Stilton (the finest of all cheeses)… (I used to live about an inch (map inch) to the right of A & C).

Oh how much cheese I would eat in those days… we would cycle to Colston Bassett, spend 10 minutes trying the most recent produce, entertained by a roly poly dairy worker with rosy cheeks and lamb-chop sideburns.

When we had made our selection, one of us would cycle home with a round of cheese the diameter of an old LP the weight of a bulldog under one arm.  You can’t possibly be more excited about violating the highway-code in the heart of Lincolnshire’s bridleways than when you are the lucky one carrying the new cheese back to the village!

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