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excellence

customer service

The Official Journal of the Customer Service Institute of America


March 09

A Q&A with
Cassie Stern of
Nokia Care
Soothing the Savaged
Consumer Soul
What is
Customer-Focused
Leadership?
Book Review:
Flight Plan

Enroll in Cassie Stern, Head of Nokia


CSIA’s Certified Customer Care in North America

Customer Service
Manager Course.

CSIA- America’s Peak Customer Service Association.


CUSTOMER SERVICE EXCELLENCE
THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
1
C O N T E N T S
02 A Q&A with Cassie Stern of Nokia Care

06 What is Customer-Focused Leadership?

13 Soothing the Savaged Consumer Soul:


Customer Love When Times Are Tough

18 BOOK REVIEW: Flight Plan

Welcome to this edition of Customer Service Excellence!

Welcome to the Customer Service Institute of Love when Times are Tough. This Top 11 List
America (CSIA) and this edition of Customer outlines exceptional ideas for standing out to your
Service Excellence! This issue features the United customers during this difficult time.
States’ first organization to be certified to the For information about how to submit for the 2009
International Customer Service Standard (ICSS) International Service Excellence Awards or for
– Nokia Care NA. This division of Nokia was also more information on the International Customer
the International Service Excellence Award winner Service Standard (ICSS), please contact us using
in the Division of a Large Business category (B2B). any of the details below.
Cassie Stern, Head of Nokia Customer Care North
Happy reading and Best wishes,
America, is featured in this article and shares some
of Nokia Care NA’s secrets of success.
Also in this edition of Customer Service
Excellence, we learn from Jeanne Bliss, author
of Chief Customer Officer, about Customer

Editor
Contact CSIA Christine Churchill
info@serviceinstitute.com
www.serviceinstitute.com
312-268-5855
Art Director
Tiffany Mehnert

CUSTOMER SERVICE EXCELLENCE 1


THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
A Q&A w i t h C a s sie Stern of

NOKIA CARE

Nokia Care staffers celebrate winning the International Customer Service Award in the Large Business Category

BRIEFLY DESCRIBE YOUR POSITION AND WHAT IS THE AIM AND VISION OF THE
ROLE IN THE COMPANY. COMPANY, PARTICULARLY WITH REGARD
TO CUSTOMER SERVICE, RISK TAKING,
I am the Head of Nokia Customer Care in North RESEARCH AND QUALITY?
America, responsible for the functional and fiscal
operations, as well as satisfaction and delight Nokia is a consumer-inspired company that aims to
aspects of Customer Service for both the Business to cater to both trade and consumer customers by
Business and Business to Consumer channels. I also connecting people in new and better ways. Our
hold the additional role of Host leader for Dallas business strategy is to develop a trusted consumer
based employees in Nokia’s Global Demand Supply relationship, the best mobile devices everywhere and
Network team. context-enriched services – connecting them to their

CUSTOMER SERVICE EXCELLENCE 2


THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
N O K I A C A R E …continued

Nokia’s management style is very


inclusive and participative. Across
the company, employees at all levels
are engaged in strategy development
and strategy execution planning.

passions. Nokia encourages risk-taking and WHAT MANAGEMENT TECHNIQUES ARE


renewal, invests heavily in research and has USED, DESCRIBE THE BEST ASPECTS OF
a reputation for supplying quality products EMPLOYEE RELATIONS AND THE
and services that bring additional value to the MANAGERIAL STYLE OF THE COMPANY.
consumers’ mobile experience.
Nokia’s management style is very inclusive and
participative. Across the company, employees at all
WHAT TRAINING AND DEVELOPMENT levels are engaged in strategy development and
PROGRAMS EXIST TO DRIVE DEVELOPMENT strategy execution planning. Nokia uses internal
IN CUSTOMER SERVICE AT ALL LEVELS OF wiki’s, blogs, and other interactive approaches for
THE ORGANIZATION? participation in addition to face to face meetings and
In Nokia Care North America, we offer a variety of discussions. This facilitates broad reaching
formal and informal training solutions. These interaction from all areas of the globe. These
solutions include Executive Leadership Learning approaches are used for open communication in
Journey for Care business leaders, Service Manager daily business in addition to strategy development.
training, technology training such as 4G technology Nokia’s Global Care organization is an enterprise
evolution and contextual service applications, and matrix organization which aligns all employees to a
Customer focused training including consumer direct manager in their locality and also to an indirect
segmentation and retention. We also provide product manager whose virtual network then would set
readiness training for Contact Center team members standard global practices in place thus taking local
either at our own contact centers or those of our differences into account.
operators. We emphasize Six Sigma as a
methodology for improving the business and 65% of HAS THE WORKFORCE BEEN INVOLVED IN
our employee base in Care is presently trained with DEVELOPING STRATEGIES FOR SUCCESS?
41% certified to green belt, black belt and master
black belt levels. As part of individual performance Yes, Nokia is proud to involve its diverse population,
and development plans, Nokia also supports across disciplines, in all levels of the business
participation in external conferences and learning including strategy sharing. Over half the Nokia Care
opportunities to benchmark and learn from others. North America organization was involved in strategy
Best practice sharing through these external development last year, for example.
opportunities can be an invaluable exchange.

CUSTOMER SERVICE EXCELLENCE 3


THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
N O K I A C A R E …continued
WHAT AREAS WERE IDENTIFIED BY WHAT SYSTEMS AND PROCESSES EXIST
EMPLOYEES TO IMPROVE THE COMPANY’S TO PROMOTE ONGOING CUSTOMER SERVICE
OPERATIONS? IMPROVEMENT ACROSS THE ORGANIZATION?
Employees looked at all aspects of the Customer A crucial process promoting ongoing improvements
Care business and recommended improvement is the trimester business reviews with trade
initiatives in the areas of Growth, Productivity, customers on all areas of the relationship and metrics
Retention and People. including Customer Care, Marketing, Pricing,
Development and Product Quality. These reviews
generate scorecards from Business to Business
IS THE WORKFORCE COMMITTED TO
EXCELLENCE?
Yes, there is a great sense of pride in Nokia and in
the Care organization and employees worked hard to
help us attain certification and receive the
International Service Excellence Award.

HOW HAVE IMPROVEMENT TEAMS BEEN


FORMED AND MOMENTUM MAINTAINED?
Improvement teams are formed for projects that are
initiated based on our strategy, our balanced
scorecard and the gaps identified during the CSIA
certification assessment. The Care North America
team has a Program Office that guides the execution
of prioritized projects essential to operational and
strategic execution. We staff the projects with the Six
Sigma certified project managers and teammates. North America Care
celebrations are held
HOW DOES THE ORGANIZATION RECOGNIZE
AND REWARD STAFF IN RELATION TO periodically throughout the
CUSTOMER SERVICE?
year to recognize great
Nokia Care North America recognizes employees in a
variety of ways, including the monthly Making A performance feedback
Difference Award, as well as monetary and
appreciative ‘Recognizing You’ awards. These received from our Business
awards can be awarded by managers and peers any
time they witness an employee displaying exceptional
to Business customers
customer service. Additionally, North America Care
celebrations are held periodically throughout the year
on the scorecards they
to recognize great performance feedback received
from our Business to Business customers on the
use to measure us.
scorecards they use to measure us.

CUSTOMER SERVICE EXCELLENCE 4


THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
N O K I A C A R E …continued

customers from which we can identify areas for development and improvement of our business to
improvement, and continue the success where Nokia the consumer channel so that we may strive to reach
is meeting and exceeding expectations. Internal similar goals in that area of our business.
operative reviews and bi-annual strategy planning
also help to identify key improvement opportunities.
Initiatives are prioritized and resources are assigned AS AN ORGANIZATION THAT HAS RECENTLY
to ensure Nokia Care North America maintains its BEEN CERTIFIED TO THE INTERNATIONAL
rank as #1 or # 2 on all trade customer scorecards. CUSTOMER SERVICE STANDARD, AND THE
FIRST U.S. ORGANIZATION CERTIFIED TO
THE STANDARD, HOW WOULD YOU
HOW HAS BEING A RECIPIENT OF AN DESCRIBE HOW THE CERTIFICATION
INTERNATIONAL SERVICE EXCELLENCE PROCESS HAS BENEFITED NOKIA CARE?
AWARD HELPED THE ORGANIZATION?
What a strong motivational goal this was for us! This
The Nokia Care North America organization is certification process is excellent and has enabled us
honored to receive both CSIA certification and win an to not only recognize the many best-in-class services
International Service Excellence Award in 2008. It is that Nokia Care North America provides to our
especially helpful for us to improve using some of the Business to Business customers today but helps us
great best practices that are occurring throughout the understand how to excel to the next level with
industry. This knowledge enables us to continuously suggestions for improvement. This is incredibly valuable
improve our Business to Business Channel. We also and we will continue the ongoing quest to further
want to apply the excellent CSIA framework to guide enhance customer satisfaction, retention and loyalty.

CUSTOMER SERVICE EXCELLENCE 5


THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
What is

Customer-
Focused
Leadership?

BY RAY MILLER

Customer Focus is an aligned organization-wide approach to customer satisfaction and service,


leading to customer loyalty and advocacy. The result is sustainable profitability.

In a Customer Focused organization, Leadership, ■ Every employee understands what he/she must
Processes and People are customer-aligned. This do in order to maintain and add value to every
requires that: relationship with both the paying customer and those
■ Every action is shaped by a relentless within the organization that rely on them for the work
commitment to meeting and exceeding customer they do.
expectations regarding product and service quality. While Customer Focus and service excellence is
■ Customer touch points and supporting internal everyone’s responsibility, this is particularly true for
processes are constantly evaluated and improved to anyone who manages and supervises others. That’s
meet or exceed those expectations. why we believe that...
... Customer Focus is a Leadership issue.

CUSTOMER SERVICE EXCELLENCE 6


THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
What is Customer-Focused Leadership?…continued

To become a customer-focused leader, it is helpful to 5. Lead with a Customer Focus


look at the best practices of other organizations 6. Define Service Boundaries
when it comes to management and leadership 7. Provide Autonomy
practices and tailor these to your specific situation. 8. Measure What’s Important
9. Accountability for All
Why is this important? 10. Recognize and Reward

Truly customer-focused organizations are run and


managed on a day-to-day basis by Customer- Let’s take a look at each of these in more detail.
Focused Leaders. The buck stops with you. 1. COMMIT TO SERVICE EXCELLENCE
■ Customer-contact and support employees are Most managers and staff typically say that service is
rarely the biggest obstacle to service improvement. important. The question is, do they act consistently in
■ It’s up to management to create an environment a way which demonstrates that service is important?
in which employees can deliver excellent service. A true commitment to service is based on the belief
that service excellence is a competitive advantage.
The term commitment in this principle means action.
The reality is that you can talk about how important It is what you do as leaders, not what you say that
service is from the highest levels of your company, counts. The best evidence of your commitment is
you can begin to change processes and procedures found in what customers and your internal service
company-wide which reinforce customer-focus, and partners say about you and your team.
your staff can work diligently at trying to provide
service excellence. But, at the end of the day, the
only way to ensure sustainable service excellence is 2. BE PRO-ACTIVE IN RECOVERY
for those in management positions throughout your Recovery is a term which describes your actions in
company to do things which create an environment response to a customer’s complaint or problem. Even
where service flourishes. You will make it happen. with a goal of “zero defects,” people make mistakes.
It is important to remember that the vast majority of
Your Key Role as a Leader is to: customers don’t complain about the quality of the
service they receive, they just leave. Problems will
■ To build and maintain the conditions that make happen and should be viewed as opportunities to
service excellence possible and worthwhile impress the customer and create positive stories.
■ To make it real operationally In the world of service recovery, the faster the
■ To make it stick culturally problem is resolved the more likely the customer will
....in other words, to be a Customer-Focused Leader. be satisfied. Work with your staff to ensure that the
solutions provided to customers are designed to at
the very least satisfy, but whenever possible impress.
Organizations that deliver top quality service have a
Since the most frequent complaints and problems
number of things in common. These best practices
are predictable, you can work with your staff to plan
have been summarized into ten key customer-
recovery strategies for handling these complaint
focused leadership principles.
situations and empower your staff to take action.
Being pro-active also means seeking out disgruntled
These are:
customers before they have a chance to complain,
1. Commit to Service Excellence
particularly when you know that as a result of a
2. Be Pro-Active in Recovery
change in a process or procedure, complaints are
3. Enhance and Align your Systems
likely to result. It’s about building solid relationships
4. Listen to the Voice of the Customer

CUSTOMER SERVICE EXCELLENCE 7


THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
What is Customer-Focused Leadership?…continued
with each customer based on trust, honesty and a make these changes or communicate the changes
sincere desire to earn their loyalty. required to those who are empowered to do so.

3. ENHANCE AND ALIGN YOUR SYSTEMS 4. LISTEN TO THE VOICE OF THE CUSTOMER
An organization’s survival depends upon rapid, Listening to customers and continually realigning
continuous enhancement to all processes, policies systems and actions to what customers want and
and systems which impact on the customer. Many need is critical. While periodic customer surveys are
processes are designed to meet regulatory, important, listening to the customer should be a
compliance and fiduciary standards. Other processes routine part of day-to-day business practices
have evolved to expedite workflow. You need to be especially at the point of contact with customers. We
continually examining all processes, policies and will address this issue in greater detail in the Know
systems which impact on the customer and looking Your Customer and Learning From the Customer
for ways to make them less burdensome from the chapters. Enable every customer-contact person to

An organization’s survival depends


upon rapid, continuous enhancement to all
processes, policies and systems which impact
on the customer.
customer’s perspective. Management’s role in the truly listen to what customers say and don’t say.
development and implementation of improvement Recognize that customers’ perceptions are their
plans must be strong, and highly visible. Sustained reality. Create processes to catalogue your customer
quality improvement efforts require the highest level perceptions and act on this intelligence by aligning
of commitment from managers and continual your operational practices wherever possible to
attention and action. This commitment must be positively impact on your customers’ perceptions.
demonstrated through their actions. Customers also make sweeping conclusions about
Any system that wasn’t designed for the essential product quality and service based on minor details,
purpose of creating a high level of customer so pay attention to the little things.
satisfaction rarely, if ever, results in high levels of
customer satisfaction... no matter how hard
employees try! 5. LEAD WITH A CUSTOMER FOCUS
Like most organizations, you probably have a
Employees at all levels of the organization must be Responsive Up Mind-Set where upper management
actively involved in the implementation of is responsible for setting and communicating the
improvement plans. Managers play a critical role in organization’s vision, direction and goals. In this
identifying and removing barriers to the delivery of structure the frontline and support staff are
service excellence. Minor improvements can be responsive to the needs of middle management who
perceived as major improvements by the customer. are responsive to the needs of upper management.
Encourage your staff to constantly look for better, To visualize this, think of your company structure as a
faster and unique ways of doing business in a way pyramid with senior management at the top,
that your customers value and enable your staff to customer contact staff at the base and your

CUSTOMER SERVICE EXCELLENCE 8


THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
What is Customer-Focused Leadership?…continued
customers below the base of the pyramid. As depicted needs of the customer. This is the mind-set that
in Figure 1. supports leadership with a customer focus. This
A Customer-Focused Leader’s goal is to combine this means seeing yourself as a service organization for
with The Service Mind-Set (Figure 2) your employees.

The Service Mind-Set inverts this structure so that Recognize that excellent service is impossible if you
upper management views itself as serving the needs over-control. Understand that people are generally
of middle management who service the needs of the eager to do a good job and distressed when they
can’t. Remember that frustrated employees do not
deliver good service.
Figure 1
View your staff as your customers while at the same
time become very adept at managing paradox such
as “How can my subordinate be my customer?” or,
“How can I increase customer focus while looking for
ways to exercise fiscal restraint?”
6. DEFINE SERVICE BOUNDARIES
Each employee needs to understand your
organization’s service values and be able to connect
these values to everyday actions. A leader must
define a performance playing field that will allow
employees to handle the routine deviations from
normal customer transactions or interactions. The
employee’s performance playing field must be wide
enough to allow employees to handle all routine
transactions and interactions, as well as the
predictable and routine deviations they face, and
narrow enough to protect the financial integrity of the
business operation. Each employee must have
frontline and support staff who in turn service the clearly defined goals, boundaries and guidelines
Figure 2
which enable him or her to deliver quality service. It
must be clear how achieving performance goals will
contribute to service quality.
Setting effective service goals requires that every
employee thoroughly understands the basic promise
your company makes to your customers and
Moments of Truth (this is covered in Learning from
the Customer) for which he or she is responsible and
can identify how to impress the customer. The
customer-focused leader creates a service playing
field that allows people to succeed. Clearly define
measurable and achievable goals and boundaries
based on employee capabilities and guidelines to
enable them to deliver quality service.

7. PROVIDE AUTONOMY
Every employee needs to understand why what he or

CUSTOMER SERVICE EXCELLENCE 9


THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
What is Customer-Focused Leadership?…continued

she does is important in the context of service understands and agrees to what is being measured,
quality. Ensure that every employee has the requisite why it is important and how these measures reflect
knowledge and skill relative to their specific job the defined playing field. The scorecard you use to
function combined with a clear assess success must be developed
understanding of the playing field. from the customer’s point of view.
When employees demonstrate this
understanding and these
capabilities, give them the autonomy 9. ACCOUNTABILITY FOR ALL
to take action; set them up for You have an obligation to your
success, not failure. customers, to employees, and to the
company to be unwavering in your
The people with the most customer demands for service excellence.
contact are the best source of Employees will pay more attention if
information regarding the customers’ they know they will be provided with
needs and wants. The people with solid, equitable and constructive
the most internal business partner positive feedback on their performance.
contact are the best source of Employees give credibility to service
information regarding their needs quality if they are held accountable to
and wants. So don’t micro-manage. the outcomes of their performance.
When people show they can do their
job, then let them do the job. Too Measurement must be followed by
many rules make it difficult, if not action. Action means giving timely
impossible, for service providers to effectively feedback on both good service performance and
perform their jobs. Rules and procedures designed to poor service performance, equally. Provide feedback
protect against a small percentage of individuals as close to the service performance occurrence as
convey a message of mistrust to the majority of possible. A lack of action communicates that service
honest customers. Replace rules with judgment. is not important, individual performance does not
make a difference, there are no clear-cut performance
expectations, and that the organization’s leadership is
8. MEASURE WHAT’S IMPORTANT not credible. Pleasing the customer is the only valid
Some say “You get what you measure.” ... The reality end result of service performance.
is... “You get what you pay attention to.”
A major responsibility of a leader is to create effective 10. RECOGNIZE AND REWARD
and accurate measures from the customer’s Successful service leaders ensure attention is paid to
perspective. Good measurement allows employees those who serve customers well and to those who
to understand how to be successful within the assist in that effort. They show their appreciation to
organization. You can do this by translating these those who make sure the organization’s customers
measures into actions that will allow employees to are served properly. Consistent recognition of
understand what good service looks like and how to achievement is an integral part of building and
succeed. maintaining a customer-focused culture. A good
Measurement is about paying attention to the service work environment depends on positive feedback, so
performance you want, and focusing on outcomes “Catch people doing things right.”
rather than activities. Set service performance goals Good leadership makes a big deal of little things and
that are realistic while at the same time strive to go thereby creates a performance culture where little
beyond the basics in an effort to exceed customers’ things become a big deal. Recognize the desired
expectations. Ensure that every employee changes in service behavior you want frequently and

CUSTOMER SERVICE EXCELLENCE 10


THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
What is Customer-Focused Leadership?…continued
provide rewards when you have seen a sustained Excerpts of this article have
improvement in service performance outcomes. been taken from the recent
Ensure employees know what they need to do to book That’s Customer Focus!
earn a reward. Provide rewards that are valued from For more information about this
the employees’ perspective and ensure that you excellent resource, please visit
reward those who deserve it. www.thatscustomerfocus.com.
Ray Miller is the Author of That’s Customer Focus!
To conclude: and The Customer Focus Companion and Managing
Partner of The Training Bank
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should not be overlooked or taken for granted. You Visit www.thatscustomerfocus.com and www.
have it within your power to make a difference and dare thetrainingbank.com or call at 416-698-8230. The
to be different. Become a Customer-Focused Leader. Training Bank will be pleased to be of service.

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qualification for customer service professional standing through maintained


The Official Journal of the Customer Service Institute of America
Volume 1 • Issue 1
July/August 08
managers—the “Certified Customer use of the CSIA’s designatory post-
Meet
Service Manager Course” nominal letters: ACSIA, MCSIA or FCSIA
Jeanne Bliss
Chief Customer Officer
(CCO) Guru and Consultant

From Leader Centric


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The Best Service
Is No Service

Enroll in
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Standard Licensed Assessors Accreditation
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Customer Service
Manager Course.

CSIA- America’s
THE MONTHLY PeakSERVICE
MAGAZINE OF THE CUSTOMER Customer Service Association.
INSTITUTE OF AMERICA
1
Course (annual places are limited)

CUSTOMER SERVICE EXCELLENCE 11


THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
Certified
Customer Service
Manager Course
Certificate and Diploma for Customer Service
The Customer Service Institute of America
is currently taking applications for its two
day Certified Customer Service Manager
(CCSM) Course. The course is administered “I would like to congratulate the
both in the classroom and through workplace CSIA for putting together such a
based activities. practical program in the CCSM
The CSIA has worked with leading organi- Course. I have found its flexibility
zations internationally to develop a training, very valuable in allowing me to work
assessment and certification program leading
to CSIA’s nationally recognized “Certified
at my own pace and in implementing
Customer Service Manager” designation. what I have learnt almost instantly
through the workplace based activities
Organizations can now benefit from qualified
service professionals in the customer service and assignments.”
industry. Anthony Keyes, Baxter Healthcare
The course includes a workbook and a two
day workshop followed by a final assessment
with the Customer Service Institute of America.

For more information


Phone: 312-268-5855
info@serviceinstitute.com
www.serviceinstitute.com
Soothing
BY JEANNE BLISS

the Savaged Consumer Soul:


Customer Love When Times Are Tough
11 Ideas* for Companies and
Customers (*An extra idea because
times are tough!)
In these economic times, when our
nerves are raw and we are stretched
like a rubber-band ready to snap...we
all need a kinder hand, a kinder voice...
just plain more kindness in our life.

Nearly every interaction tests us now.


Opening the cell phone bill and
gasping...then endeavoring to get a bit of
help. First the queue, then the call. Not much
kindness there. Putting gas in our car. Forget about
the boat. Buying groceries which are creeping
up in price daily. Trying to sell our home
or buy one. Calling the support line to have
the appliances fixed which chose NOW to
conk-out.

If you are in the business of serving


customers, right NOW is the time to seek out the
intangible opportunities to soothe the savaged
consumer soul. Here are ideas that will bring you
dividends in rising above the fray and in
soothing the frayed nerves during this
time of spending woe.

CUSTOMER SERVICE EXCELLENCE 13


THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
Soothing

1 3
…continued

BECOME WIZARDS AT ALTERNATIVE PRACTICE WILD EMPATHY.


SOLUTIONS. Customer empathy is NOT a pity-party! The ability to
Creative solutions that help your customers cope and empathize, and to put ourselves in our customers’
manage with the current financial pinch will be shoes so we understand what they are going through
loooong remembered. Can you offer revised payment — tests the humanity of our organizations. Especially
plans or offer different pricing schemes? Coach your NOW when times are tough. Bring groups of people
frontline how to hold a diagnostic conversation to together in clusters of twenty-thirty and have them
understand the financial implications of the current identify the top 10 customer frustrations that are
market with customers. And reach out to customers occurring right now. Identify which have emerged
proactively, especially if service contracts or annual recently. And discuss how customers are responding
commitments are due. In this economy, customers and coping with challenges. Then bring people up in
are more likely to opt out and disappear. If you show groups of two and have them role play customer
up proactively with a helping hand, empathetic conversations. Film these and make them available
approach and creative options prior to this decision, to everyone. I guarantee that the small investment in

2 4
you can save business and build allies. And the filming will be worth it. This action will send a signal
memory of your actions will serve you long after this internally that it is recognized that times are tough.
financial pinch is over as you stand out as a partner Giving people permission and good examples for
in supporting your customers from their point-of-view. how to empathize will provide not only comfort to
customers who receive it, but also to your employees
who are feeling the pinch themselves. The humanity
LISTEN; THEN REPEAT. and humility that comes with acknowledging this
This sounds ridiculously simple, right? Think again. condition will bring you closer to your employees and
Eight out of ten phone calls, retail interactions and customers.
service calls begin with prescribing a solution to a
customer before the customer need is really listened
to, understood and validated. This is a time when DELIVER SMALL HEROIC ACTS OF KINDNESS.
customers will want to vent. Let them. Then repeat Small kindnesses will go a long way right now. We
back to the customer what they said. Because not are all so fatigued from walking away empty-
only do we need to vent right now, we need walleted, that small gestures will really stand out.
validation. That times are tough, that prices are high, Zane’s cycles, a bicycle shop in Connecticut sells
and that we’re in pain. If your customer is not in dire $15 million a year from a single shop. They give away
straits, good results will also follow. Repeating the any item that a customer is in a panic about finding
reason a customer walked in the store, called your (read: link that will fix a broken chain) that costs
number or emailed your ‘contact us’ contact will take under a dollar. Think Dad with a 10 year old whose
you to a level that is just not being received today... bike is broken; one stop at Zane’s and they save the
which is internalizing what the customer needs and day – WITHOUT charging anything. Every day Zane’s
using that knowledge to drive an outcome that is extends these small heroics that send customers
right for them. away shaking their head in amazement. My husband
came home from the dry cleaners last week and they
gave him a $1 package of collar stays which he was
going to buy – but they gave him. What can YOU do?

CUSTOMER SERVICE EXCELLENCE 14


THE MONTHLY MAGAZINE OF THE CUSTOMER SERVICE INSTITUTE OF AMERICA
Soothing

5 7
…continued

FIND YOUR BEST CUSTOMERS. LOVE THEM! HIRE THOSE WITH DASH AND DARING.
Your best customers, whether you call them Indications are that this financial crunch will take
Promoters from how they rank you or are your some time to recover. Profile the type of person who
highest value from how you rank them...if they are will thrive with customers in this type of economic
hanging in there with you...they deserve all the love environment; listeners, creative thinkers and naturally
you can give. First, let them know that you’re glad service oriented people for those serving and
they’re sticking around. Then reach out to them. Are interacting with customers. Hire for passion and the
you developing new products or services? Bring a natural ability to empathize. Find leaders who find the
group of your best customers in for an evening of glass half-full and can motivate creativity and inspire
food and feedback. Perhaps you can send them a creative solutions. While these skills are always
letter acknowledging that you value your relationship desired, if you want to emerge above the rest, they
with them and offer an extra service. One company I are a necessity when times are tough. Amy’s Ice
work with rotates their executives through outbound Cream, a beloved place in Austin Texas actually has
calling their best customers per month. The impact of their applicants make a creation out of a white paper

6 8
this simple personal and humane contact...especially bag instead of filling out a boilerplate application
right now...lets your customers know that you care form. What’s your particular brand of experience that
about them and are reaching out to help. THAT in you’re delivering? And what can you do differently
itself will set you apart! in the interview to make sure you’ve got a match for
the job?

PLAY DEFENSIVE-END FOR THE FRONT LINE.


Your people at the front who are working directly with CALL CUSTOMERS WHO HAVE LEFT YOU!
customers are likely feeling two things right now: This is the time when acts of heroism for consumers
their personal pain in the wallet and the pain of their and business accounts WILL NOT go unnoticed. So
customers. NOW especially is the time to come up reach into your customer database and identify some
with uncommon acts of kindness for them. Create a customers who have left you. Then reach out to
monthly casual conversation with your front line so them. But before you do, build some creative
they can tell you what they are hearing and where financing and pricing options for them. When you
they are perhaps being beat up a little by beleagured call, first apologize. Then listen. Asking why a
customers. Rotate in 10-20 per month so everybody customer left and then really listening and repeating
has a time to vent and have a bit of cheerleading. back the reason is extremely powerful...and yet FEW
Host something fun once a month...bring in lunch, DO THIS! Finally ask to be given another chance and
host a karaoke night. Most importantly LISTEN to then offer your new creative finance and pricing
what they have to say. Make a list of the biggest options. Even if they don’t bite right away...this type
issues customers are having that they have heard of gesture sticks with customers. One financial
and work to systematically cross items off the list. services company we did with this ultimately got
You’ll need to create perhaps some tools to help back 35% of customers who had departed. Just the
them coach customers down from that ledge that shock value that you realized they were gone and
some may be standing at right about now. Don’t wait cared enough to ask “what happened” will set you
to do this! apart from the rest!

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Soothing …continued

9 10
Finally, for consumers... Here’s a dose of this state we’re in) of 2008 could go down as the time
“customer yoga” to manage your nerves during when we all grew our humanity instead of the
this season of spending woe. economy. While our bank balances may be a bit
thinner, as people, we’d all be richer for working
GIVE WHAT YOU WANT TO GET. through this time with grace.
It’s a jungle out there right now; and if we all let our
stretched rubber bands go flying; well, somebody’s REDEFINE ‘GOOD LIFE’.
gonna lose an eye (thanks mom)! Before you call that We’re too used to having our barometer of our
call center, remember the gal on the other end of the success connected to how much we’re spending.
line is a stretched like a rubber band too. You’ll get a Stuck in that rut, our measure of how good our life is
lot more back if you decompress before you call. right now will clearly sink. Instead, redefine what
Just wrap your tone in velvet. Try a little tenderness “good” is. A great cup of coffee and the paper is
for whoever answers the phone. Who knows, maybe good, but blended with thirty minutes that you give
the recession (or whatever we’re not supposed to call yourself to just be...is...well, great. Weekend at a four

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Soothing …continued

Take a deep breath


(maybe even a yoga class)
and get creative!
star hotel can be wonderful, but so can a great hike, through the roof. So take a deep breath (maybe even
or camping under the stars, or site seeing trip of the a yoga class) and get creative! There are options out
city you live in...that you never take the time to see. A there that will give your wallet the rest it needs!
movie is good, conversation with someone you love;
even better. I’d say great. If we can re-blend our
consumption to one part purchase and three parts ABOUT THE AUTHOR
enjoying the time between the spend; I bet we’d As “Chief Customer Zealot” for five US

11
actually enjoy those purchases more. I bet all this market leaders; Jeanne Bliss has
great thinking time will create the next new breed of fought valiantly to get “customer” a
consumer break-throughs – which we can get back place on the strategic agenda. At
to after this economic intermission. Lands’ End, Inc. she reported to the
company’s Founder as leader for the
RELEASE YOUR INNER CREATIVITY; CONTROL Lands’ End Customer Experience. She served
YOUR INNER WALLET. Allstate Corporation as their Officer for Customer
Who would have thought that riding the bus would Satisfaction & Retention. Jeanne was Vice President
be where all the “in” people are? “Yet if you’re of Franchise Services for Coldwell Banker
green...you’re riding lean.” Taking the time now to Corporation, Microsoft Corporation’s General
find out the options in your community to ease the Manager of Worldwide Customer & Partner Loyalty,
stress on your gas consumption will do wonders for and Senior Manager, Customer Satisfaction for
the stress in your wallet. In 2007, public Mazda Corporation.
transportation usage increased more than in the past She now runs Customer Bliss (www.customerbliss.
50 years. And in the first quarter of 2008, 88 million com), where she coaches leaders how to wrap their
MORE trips were taken in the first quarter of 2007. company’s focus around customer profits. She is a
So get on that bus...it’s a party out there! Here are worldwide keynote speaker on the subject. Her book,
just a few of the new trends that have crept up in the Chief Customer Officer: Getting Past Lip Service to
past few months. “Stayvations” have increased... Passionate Action is currently available. Look for
families are actually spending more time together Jeanne’s second book soon.
while consuming less gas! And scooter sales are

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B O O K R E V I E W

FLIGHT PLAN
By Brian Tracy
Reviewed By Rebecca Potter

Tired of daydreaming about success,


instead of living it? Then read Brian Tracy’s
book “Flight Plan”.

Today there are thousands of books, videos, seminars, in your life. You need to have clear goals, plans and
articles, presentations, key note speeches etc. that schedules to get from wherever you are today to
speak of goal setting and success. These books and wherever you want to be tomorrow. It is amazing how
discussions often recycle the same old subject matter similar our lives are like an airplane trying to get to its
over and over again. In his book “Flight Plan”, Brian destination. Reading this book bought back many
Tracy rehashes the same common-sense principles memories of the training rooms when I use to work for
that have already been advocated in many other an airline. The airline industry is uncannily transferable
books, however this tome cuts through the fluff and to our own personal life and ambitions.
explains what it takes to be “successful” in a common
Using the metaphor of an airplane trip, Flight Plan
sense, no nonsense format. This book provides a
shows that the real secret to success is to first be
proven method to achieve your life long goals. It is not
completely clear about your destination. Everything
about academic strategies that work only in a “perfect
you do today, every decision you make, is moving
world” but rather a practical prescription for success.
toward the destination you have chosen. Second, you
Brian Tracy unpacks the success journey one step at a must evaluate all the different routes by which you can
time, showing you how to structure your life today, so reach your destination. Identify precisely what you
that you can succeed tomorrow. In “Flight Plan,” Brian must do to achieve the goals you have set for yourself
Tracy reveals the key ingredients that go into and take action and then write your flight plan. Third,
accomplishing any long-term, meaningful success. prepare for the journey/flight. All pilots will tell you that
This book specifically analogizes your life to an a great deal of time before any flight is spent on the
airplane flight. Just like a pilot needs a flight plan to preparation. Pilots review a checklist, even if they have
guide them to the destination, the same thing applies flown thousands of hours and been a pilot for over

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B O O K R E V I E W …continued

twenty years, they still go through a checklist every it complex but Brian Tracy takes the complex and
time, before take-off, during flight and prior to landing. makes it simple...and therefore eminently practical.
Guard yourself against things that could go wrong by
“Flight Plan” is not just a bunch of motivational “flak”
preparing a checklist. Fourth, my favourite metaphor in — this book helps you take the concrete action steps
this book, is the chapter “Take off at Full Throttle”. An you need to take: right now, today. I thoroughly
airplane hurls down the runway, picking up speed until enjoyed how the author wrapped many of his long
it is at full throttle and takes off towards its destination. held beliefs about the importance of goal setting,
Successful people always take off at full throttle when planning, and perseverance into an analogy of a flight
they embark on a new flight toward a new destination/ and was skillfully used throughout the book.
goal or life dream.
Life is a journey and you need a flight plan. Let the
Fifth, plan for turbulence. You become a superb pilot flight begin!
of your own destiny by dealing effectively with the
inevitable storms that occur in your work and personal
life. You must persist through the inevitable challenges Rebecca is the Learning and
and setbacks and make continual course corrections, Development Manager at CSIA and has
until you reach your destination. Tracy observes that a mountain of experience in the
any airplane, headed for any destination, will be off customer service and training industry.
course 99 percent of the time because of air Employed in the service industry for
turbulence. But, by locking in on its destination, taking over 13 years, Rebecca has spent the
off, and making continual course corrections, the past 9 years in the field of training. She
plane will arrive as scheduled. The same is true of is a highly sought after presenter and a
people’s journey through life. corporate professional speaker.
This book helps you understand that without a “Flight Rebecca’s background extends from being a Trainer
Plan” you will have no direction and simply wander and Supervisor with one of Australia’s largest
aimlessly through life. With a “Flight Plan” for life you domestic and highly regarded airlines and previous to
will get to where you want to go faster and easier. that, owning her own successful business on the Gold
Once you read this book you will feel motivated and Coast in the field of corporate health. Throughout
appreciate the importance of perseverance and these years, Rebecca provided training in the areas of
planning. “Flight Plan” is a fairly quick read and it has guest care, customer service management, customer
a few exercises throughout that will get you thinking service on the frontline, leadership and management,
and committing to your goals today. personal development and motivation, health, fitness
and sports and injury rehabilitation.
Brian Tracy has written a refreshing discourse that
gives you the assurance that you too can apply these Rebecca is motivated by others achieving and
principles and reach your ultimate dreams! The old growing professionally and personally and she thrives
verities — Work hard! Think positive! You can achieve on taking people to a level, where even they don’t
anything you put your mind to! — remain eternally believe they can go. Her passion is evident through
valid. Most books claim that all you have to do is think her high level of enthusiasm and energy for training
and visualise positive thoughts and in turn, the things and the mentoring of students. Rebecca has a talent
you want will magically appear in your life. This idea for motivating teams through her strong ability to
appeals to people who are unwilling to do the hard coach, develop and inspire her staff and students.
work that is necessary to achieve anything worthwhile.
Tracy makes a great point in saying that “the real
secret to success, is that there are no secrets.” Many
writers on this theme like to take the simple and make

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