Impact Learning Systems

Get to the HEART of Customer Service

Name: Monique Castillo

Web Site: http://www.linkedin.com/pub/monique-castillo/14/606/578

Bio: Monique Castillo is an Impact Performance Specialist with knowledge and background in customer service, sales, coaching and mentoring. When she is not helping customers improve their business, she is also a world traveler, gym enthusiast, and an aspiring foodie.

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    Empowerment Is the Key to Increased Employee Engagement

    April 27th, 2012

    Every­one wants to feel like they make a dif­fer­ence at work. Every­one wants to feel that his or her opin­ion counts. That is where empow­er­ment comes into play. When you empower your employ­ees, you let them make key deci­sions regard­ing their jobs and cus­tomers. By giv­ing them some degree of own­er­ship over their work, you help to bring for­ward their good ideas. What’s more, you open the way for them to be more fully engaged in their work—and workplace.

    Here are some help­ful tips to help you empower your employees:

    • Always treat your employ­ees as professionals.
    • Know your employ­ees’ strengths and areas of oppor­tu­nity. This will help you, the man­ager, with your expec­ta­tions of your employee.
    • Ini­tially, show your employ­ees how to do some­thing. Many times employ­ees do not react pos­i­tively to empow­er­ment because they sim­ply haven’t yet learned the nec­es­sary skill sets.
    • Ask employ­ees how they would do some­thing, rather than telling them how to do it.
    • Allow employ­ees to take some risks. This includes allow­ing them to learn from their mistakes.
    • Ensure that your employ­ees have all resources they need to be suc­cess­ful, avail­able to them.
    • Share your knowl­edge and tips with your employees.

    Make your­self avail­able to employees—and recep­tive to their input. The tips above will help you encour­age and empower your employ­ees to take respon­si­bil­ity for their jobs and career devel­op­ment. On the other hand, if you do not empower your employ­ees, you may not be doing all you can to cre­ate a suc­cess­ful envi­ron­ment. This can lead to a lack of moti­va­tion and feel­ings of powerlessness.

    Keep in mind that empow­er­ing your employ­ees doesn’t mean that you are com­pletely out of the loop. You want to make sure you main­tain con­tact with your employ­ees and always let them know you are avail­able for them. You don’t want to micro­man­age, but you do want to encour­age and main­tain healthy com­mu­ni­ca­tion between you and your employees.

    Coach­ing Tip

    Really lis­ten to what your employ­ees are telling you. It is hard to know what your employ­ees want and need if you do not truly hear and under­stand what they are say­ing. Set aside a des­ig­nated time to meet one-on-one with each employee at least once a month. Dur­ing your meet­ing, actively take notes on what your employee is say­ing and ask­ing. Your notes will help you to lis­ten more effectively.

    To learn more about how to increase employee engage­ment and reduce employee turnover down­load this free whitepa­per "Best Prac­tices for Improv­ing Super­vi­sory Skills" .

    1 Comment "

    Tips For Writing Professional Emails

    February 21st, 2012

    How was life before email? Among other things – incred­i­bly slow! And for­mal. With a smart­phone per­ma­nently attached to one hand we are always con­nected and only a push noti­fi­ca­tion away from get­ting e-mails, sent only sec­onds ago, from mul­ti­ple accounts. E-mail is one of the most pop­u­lar ways to com­mu­ni­cate quickly, and for many peo­ple it is the pre­ferred form of com­mu­ni­ca­tion. Sadly though, pro­fes­sion­al­ism and for­mal­i­ties have fallen by the way­side in the midst of the social media boom and lim­ited char­ac­ter com­mu­ni­ca­tion. Since your employ­ees rep­re­sent your orga­ni­za­tion in every­thing they do, the way they com­mu­ni­cate through e-mail should be just as impor­tant as how they com­mu­ni­cate in per­son or over the tele­phone. Now is the time to intro­duce and rein­force some good old fash­ioned eti­quette into e-mail communication.

    If your employ­ees do a won­der­ful and pro­fes­sional job at com­mu­ni­cat­ing through e-mail, then let them know, so they can keep up the good work. If they could use some improve­ment, then this is a great coach­ing oppor­tu­nity for you. Below are some tips to keep in mind to help your company’s e-mail com­mu­ni­ca­tions to be clear, pos­i­tive and professional.

    • Respond promptly to incom­ing e-mails
    • Cre­ate a rel­e­vant, con­cise sub­ject line—and be sure to change it if the sub­ject changes!
    • If read­ers need to do some­thing, let them know in the first paragraph
    • Use bold and italic for­mat­ting when appro­pri­ate, but not in excess
    • Check spelling and gram­mar before sending
    • Avoid using jar­gon and emoticons
    • Use a pro­fes­sional sig­na­ture line that includes your con­tact information.

    As a man­ager, you set the stan­dard.  Take a look at your own e-mails, and see if you are con­sis­tently send­ing pro­fes­sional mes­sages to your inter­nal and exter­nal cus­tomers. Remem­ber, you set the stan­dard for your employ­ees to fol­low. How your employ­ees are per­ceived through the e-mails  they write impacts the impres­sion your clients have of your employ­ees and your orga­ni­za­tion. This is one aspect you can­not afford to overlook!

    Coach­ing Tip

    Make coach­ing on e-mail pro­fes­sion­al­ism part of your next team meet­ing. Draft a sam­ple e-mail and make a copy for each employee. Ask every­one to sug­gest changes that would make the e-mail look and sound more pro­fes­sional. This activ­ity will allow you to gauge where your employ­ees stand with e-mail com­mu­ni­ca­tion and pro­vide some valu­able prac­tice for them. If you find your employ­ees need addi­tional train­ing, be sure to include these top­ics.

    1 Comment "

    Tips for Answering Customer Questions With Style

    January 6th, 2012

    Answer­ing cus­tomers’ ques­tions daily is a large part of many people’s jobs. Some peo­ple may feel like they can answer a customer’s ques­tion as long as they are knowl­edge­able of their company’s prod­ucts or ser­vices. While this may be true, the real ques­tion is, are you answer­ing your cus­tomers’ ques­tions with style?

    In real­ity, there is so much more to con­sider when answer­ing ques­tions than just hav­ing prod­uct knowl­edge. For exam­ple, con­sider how your cus­tomers feel after you have answered their ques­tions. You may think you met their needs, when they still have con­cerns. The way you respond and the style you use when tak­ing care of a cus­tomer affects how they per­ceive you and your com­pany over­all. For instance, if a cus­tomer asks you for the bal­ance due on his account, you can:

    1. Quickly give it to him and be done with the call.
    2. Pro­vide the bal­ance along with addi­tional infor­ma­tion that the cus­tomer could ben­e­fit from—maybe a spe­cial that’s com­ing up next month or a way to track bal­ances online.

    The sec­ond choice would be in your best interest—and would add some style! Even if your cus­tomer chooses not to act on the infor­ma­tion you pro­vide, at least you are adding value to the rela­tion­ship by offer­ing it.

    Answer­ing With Style

    As sim­ple as it may sound, there is an art to answer­ing cus­tomers’ ques­tions with style. Below are a few tips for you to keep in mind when you are faced with cus­tomers’ questions:

    • Use a pos­i­tive tone of voice – We all know that you can say the exact same thing with two dif­fer­ent tones of voice, and the mes­sages will be per­ceived dif­fer­ently. Whether in per­son, on the phone, or in writ­ing, the tone of voice you exude can affect how you are per­ceived in your cus­tomers’ eyes. No mat­ter what, when answer­ing your cus­tomers’ ques­tions, always project a con­fi­dent and pleas­ant tone of voice, even if the cus­tomers are not very pleas­ant with you.
    • Be pro­fes­sional – Chose your words care­fully, use cor­rect gram­mar, and avoid using jar­gon that your cus­tomers may not be famil­iar with. In addi­tion to avoid­ing jar­gon, you also want to stay away from using slang terms, such as “yup” or “nope”. Enun­ci­ate and speak clearly so your cus­tomer can under­stand your answer.
    • Be aware of your rate of speech – You don’t want to talk so fast that cus­tomers don’t under­stand you or feel as if you are rush­ing them off the phone. Speak at a nat­ural pace that is not too slow and not too fast. Match your customer’s rate if possible.
    • Empathize with the cus­tomer (if appro­pri­ate) – If cus­tomers are upset, many times they want you to know what they are expe­ri­enc­ing. What they are look­ing for is some sort of empa­thy and a solu­tion. In this day and age, empa­thy seems to be over­looked, and many agents just focus on a solu­tion. Noth­ing can upset your cus­tomers more than not lis­ten­ing to them and not acknowl­edg­ing their feel­ings before giv­ing them an answer. I expe­ri­enced this the other day when I called my inter­net provider because my bill was incor­rect. After I explained my frus­tra­tion to the agent, she sim­ply tried to sign me up for a dif­fer­ent plan. The agent went straight to a solu­tion that would end the con­ver­sa­tion quickly instead of acknowl­edg­ing my frus­tra­tions and get­ting to the root of my prob­lem. Instead of feel­ing like the agent was pro­vid­ing ser­vice, I felt angry about the way she han­dled the prob­lem. Fol­low­ing the call, I used social media to vent my frus­tra­tions and attempt to receive some kind of ser­vice. Read my post to find out the result.
    • Con­firm your under­stand­ing – In order to help your cus­tomer, you have to fully under­stand what he or she wants, and make sure that you are both on the same page. In order to con­firm your under­stand­ing of what the cus­tomer needs, you might say some­thing like this; “Just to con­firm, you have not been able to print from your printer since you installed the new soft­ware. Right?” Con­firm­ing your under­stand­ing not only ensures that you and your cus­tomer are headed in the same direc­tion, but it also shows that you were listening.
    • If applic­a­ble, offer your cus­tomer options – Give your cus­tomers all the options avail­able to them, and point out the value that each option offers to each cus­tomer. Not only does this make the cus­tomer feel empow­ered with the choice they make, but it also allows them to see the sig­nif­i­cance of their decision.

    In addi­tion to the tips above, the fol­low­ing Impact Learn­ing HEART Model™ is a great tool to keep in mind when answer­ing cus­tomers’ questions:

    • Hear and Understand
    • Expect the Best
    • Act with Integrity
    • Respect Diver­sity
    • Tran­scend Yourself

    All of these tips are easy to incor­po­rate into your inter­ac­tions with your cus­tomers. You just have to be aware of your cus­tomers’ needs and make the extra effort to uti­lize the tips above. Above all, keep in mind that any­one can answer a customer’s ques­tion, but answer­ing with style and pro­fes­sion­al­ism is a dif­fer­ent story.

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    Help…Is Anyone Listening?

    June 24th, 2010

    Have you ever felt like you weren't being lis­tened to? If so, you know how frus­trat­ing it can be.

    Recently my hus­band reordered a pair of shoes and the com­pany sent the wrong size. I called cus­tomer ser­vice to get the right size. A lady answered and I explained our sit­u­a­tion. She inter­rupted me and said she just needed our last name, and then she told me to check my email for return instructions.

    I felt rushed, and I won­dered how she had my email, since we never gave it to her. I asked more ques­tions, only to be told "just check your email." I sensed she wanted to get off the phone.

    I really wanted to ask her what kind of call cen­ter train­ing she'd received. Instead, I asked her how she had our email, and she replied "Well, isn't your email xyz…?" I told her it wasn't, and she asked for my husband's first name. It turns out she was look­ing at another person's account with the same last name.

    Only then did she start lis­ten­ing to me.

    Cus­tomers should never feel like they are not being heard. In order for busi­nesses to thrive, cus­tomers' needs must be lis­tened to and under­stood. Effec­tive lis­ten­ing skills are essen­tial to pro­vide qual­ity ser­vice to customers.

    Below are some effec­tive lis­ten­ing tips:

    • Avoid mak­ing assump­tions –when you assume you know what cus­tomers need, you are set­ting your­self up for fail­ure. Lis­ten to what cus­tomers say so you have accu­rate information.
    • Focus on your cus­tomer - don't be dis­tracted by other thoughts or out­side forces. When some­one is speak­ing, focus only on them.
    • Lis­ten for key feel­ings - not only are spo­ken words impor­tant, but also how your cus­tomer feels. Being aware of feel­ings enables you to be customer-focused.
    • Take notes — keep a notepad acces­si­ble to cap­ture impor­tant infor­ma­tion. This allows you to recap infor­ma­tion to your cus­tomer and pro­vide them with qual­ity service.

    So what do you think.…are you a good lis­tener? If you answered "yes", that is good news. If you answered "no", don't worry, because good lis­ten­ing skills can be learned.

    1 Comment "

    The HEART in Hiring

    June 17th, 2010

    While out of town on busi­ness recently, I stayed at a Home­wood Suites hotel. This hotel wasn't extravagant–no restau­rant, no valet ser­vice. What it did have though, was con­sis­tently out­stand­ing cus­tomer service.

    From the moment I walked in, I received great cus­tomer ser­vice. It took many forms: being greeted by name every time I walked into the lobby, being shut­tled accord­ing to my sched­ule not theirs, hav­ing a spi­der humanely removed from my ceil­ing, and more.

    I left the hotel think­ing "This com­pany hires the right peo­ple, and they take pride in the ser­vice they provide."

    As a man­ager or hir­ing spe­cial­ist, you can't afford to have the wrong peo­ple in the job. The Impact Learn­ing Sys­tems HEART ModelTM can serve as a great guide to hir­ing for cus­tomer care jobs.

    Look for job can­di­dates to demon­strate the fol­low­ing characteristics:

    • Hear and Under­stand — Does the can­di­date exhibit good lis­ten­ing skills and empa­thy dur­ing the inter­view, and does he or she ask help­ful ques­tions to under­stand what is being said?
    • Expect the Best — Is the can­di­date upbeat, pos­i­tive, and opti­mistic? Excited about what the job entails?
    • Act with Integrity — Look at the candidate's work his­tory. Ask hypo­thet­i­cal sit­u­a­tional ques­tions to hear how he or she would act in a par­tic­u­lar situation.
    • Respect Diver­sity — Does the can­di­date seem open-minded and able to get along well with oth­ers? Ask how he or she would embrace oppor­tu­ni­ties to help cus­tomers and fel­low employees.
    • Tran­scend Your­self — Does the can­di­date enjoy the con­tin­u­ous pur­suit of new goals? Is he or she will­ing to learn some­thing new-and eager for a challenge?

    If you get the right peo­ple in the job from the start, your job will be eas­ier, since you know you have a team in place that is customer-focused and cares about pro­vid­ing mem­o­rable service.

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    We Are All Unique — So Are Our Customers

    May 17th, 2010

    I've always known the impor­tance of respect­ing diver­sity, but never more so than as a new­ly­wed. I like dark choco­late and my hus­band likes milk choco­late. I have an ami­able per­son­al­ity and my hus­band is more ana­lyt­i­cal. At first, I would get my feel­ings hurt if he responded in an abrupt man­ner, but I've since learned to read his mood and adjust my reac­tions. I've real­ized that the key to good com­mu­ni­ca­tion is tak­ing time to rec­og­nize our dif­fer­ences and make the nec­es­sary spur-of-the-moment adjustments.

    As in love, so in busi­ness. Every cus­tomer has a unique sets of needs, and in order to suc­cess­fully serve them, it's impor­tant to keep this diver­sity in mind. With every ser­vice encounter, per­son­al­ity styles come into play. The other day I came across a brief arti­cle from Adams Hayes, Pres­i­dent of AH Dig­i­tal FX Stu­dios, which pro­vides rec­og­niz­able char­ac­ter­is­tics for dif­fer­ent per­son­al­ity styles. I found the brief overview of each style insightful.

    If a cus­tomer is ana­lyt­i­cal, he's prob­a­bly going to want very detailed infor­ma­tion. If you're deal­ing instead with a "dri­ver," he's likely to want only a high-level overview of that infor­ma­tion. Keep in mind that serv­ing cus­tomers the way they like to be served affects their over­all sat­is­fac­tion, which in turn affects their loy­alty to your com­pany. So it pays (lit­er­ally!) to rec­og­nize and respect the vary­ing per­son­al­ity styles of your customers.

    Chal­lenge your­self to deter­mine the per­son­al­ity style of each per­son you encounter. Whether it's a co-worker, your flight atten­dant, or the guy who fixes your com­puter, prac­tice adjust­ing your style to theirs. Take note of how your adjust­ments improve the com­mu­ni­ca­tion and help make the rela­tion­ship more ami­ca­ble. Have fun with it, and before you know it you'll be an expert at adjust­ing your style to meet that of your customer-just like I am at meet­ing my husband's.

    1 Comment "

    The Real Value of Customer Service Classes

    May 10th, 2010

    "Do I really have to attend class? I already know how to help our customers."

    That's a ques­tion many peo­ple ask when they hear they have to attend a cus­tomer ser­vice class. Of course, many peo­ple may feel that they know how to help cus­tomers, but are they truly pro­vid­ing excel­lent cus­tomer ser­vice or are they just being nice and friendly to customers?

    It's impor­tant to be sure that all employ­ees not only under­stand your department's level of ser­vice expec­ta­tions, but can also per­form the skills required to go from "friendly" to "stel­lar." This is where cus­tomer ser­vice train­ing comes into play.

    "So, what's in it for me?" This is def­i­nitely a thought employ­ees may have when it comes to attend­ing classes. Com­pa­nies pro­vid­ing cus­tomer ser­vice train­ing are not only invest­ing in employ­ees and their careers, they're also pro­vid­ing skills to make their job eas­ier and more enjoy­able every day-skills like build­ing rap­port, under­stand­ing cus­tomer needs, and deal­ing with dif­fi­cult cus­tomers. Cus­tomer ser­vice classes should be posi­tioned this way from the beginning.

    In real­ity, the real value of cus­tomer ser­vice classes is for both employ­ees and the com­pany as a whole. As cus­tomer loy­alty improves, as talk time comes down, and as calls are resolved quicker, com­pany prof­its improve. This makes cus­tomer ser­vice train­ing a win-win sit­u­a­tion for cus­tomers, employ­ees, and the company.

    In addi­tion, cus­tomer ser­vice classes offer the fol­low­ing benefits:

    • The com­pany can train on new ser­vice strate­gies and reit­er­ate ser­vice expectations.
    • Employ­ees get fresh per­spec­tives as they share their thoughts and learn from one another.
    • Employ­ees become ener­gized and excited to put their newly learned skills into practice
    • Man­age­ment becomes aware of process and pro­ce­dure prob­lems that may be impact­ing cus­tomer sat­is­fac­tion and han­dle time.

    Whether you con­duct your classes in a tra­di­tional class­room, via webi­nar, or online, remem­ber that instead of view­ing cus­tomer ser­vice train­ing as a neces­sity alone, think of it as the invest­ment it truly is.

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