Tag Archives: customer service

John Oechsle: How Do You Spell CRM Evolution? With 4 C’s

This week’s post is from Swiftpage CEO John Oechsle.  He examines the evolution of how organizations connect with their customers and how smaller and midsized businesses are finding ways to compete for customers with larger players in their space through the 4 C’s of customer information. Swiftpage is the owner of Act!, the first to market customer relationship management software solution that pioneered the space 30 years ago and is still innovating today, so he has a bit of a unique perspective on how customer communication has evolved and where it’s heading. You can learn more about John and his company at the end of his post. 

Walkmen were all the rage, cell phones were the size of eggplants, and Whitney Houston’s I Wanna Dance With Somebody was the No. 1 hit. The year was 1987, a time when technology was advancing at a tremendous pace. Just imagine—in four more years, some Americans would begin communicating via SMS text.

Enter 2017. Driverless cars are cruising the streets, and high school students are Skyping with astronauts in space. New technologies are shaping the world around us, and small businesses have a tremendous opportunity to capitalize on these advancements. This is especially true with customer relationship management (CRM), an area that businesses were smart to pay attention to 30 years ago in 1987—and can no longer afford to ignore in today’s competitive environment.

As the technological complexity of customer relationships evolve, so must our approaches to them. The area is best tackled through the four C’s of customer information, which are crucial components of any business plan.  Currency, correctness, consistency and completeness are – and, arguably, have always been – the most effective path toward forging intimate, long-term relationships with customers.

Currency and correctness

Currency and correctness go together like the PC and mouse. After all, data only has value when it’s up-to-date and accurate. While the Internet makes it easy to link up with others, it’s important to ensure connections are managed properly. Remember, customer information is constantly changing. People move, switch jobs and update email addresses. Social media accounts might be inaccurate or outdated. This all underscores the importance of maintaining current and correct customer information.

If customer information is kept accurately and up to date, it can prove to be invaluable when used with predictive analytics technology. It can help an organization learn a lot about customer trends and who to reach out to for a sale at what time and via which method of contact to give the company the best chance for a successful interaction—giving the business its best chance to retain existing customers while growing by developing new customer relationships as well.

We’ve come a long way since 1987, when the first version of Microsoft Excel was released for Windows. Excel was preceded by programs such as Lotus and VisiCalc, which were used to store customer data and other important company information. Before then, punched cards were a popular way to save information.  Oh, and don’t forget the infamous rolodex, the original CRM. It’s truly incredible to think of the advances information management has made in such a short time period.

Consistency

Consistency has always been a hallmark of helping businesses grow. After all, success is impossible if a business can’t maintain positive and long-lasting relationships with its customers. We have infinite options for storing detailed customer information. We use mobile apps, cloud servers, customizable CRM software solutions, email, Google docs, Excel spreadsheets and – gasp –pen and paper when we’re in a pinch! If the customer information is not consistent across all of them, currency and correctness go out the door!

It wasn’t always so simple to store all that information on a computer. Apple’s 1986 enhanced Macintosh computer had limited capacity and could store just 4 MB worth of files. To put that in context, the ’86 Mac had enough space to store about one decent quality mp3 song file today.

Completeness

Completeness is not just about knowing a customer’s address and birthday; it’s an across-the-board collection of customer information aimed at documenting every individual customer interaction. And complete record keeping wasn’t always easy to accomplish through technology. In the late 1980s, computers were only beginning to make their way into mainstream life. By 1989, just 15 percent of U.S. households owned one and customer records were often kept tucked away in filing cabinets.

Today, we’re fortunate to live in an age where we can keep an effortless record of emails, web analytics and online sales with the right technology. We can detail each interaction a customer has with any point of contact at the business, and that information can then be stored and shared so everyone has the same, complete information about the customer’s experience. It’s easy to make notes of face-to-face meetings and phone calls, too, with tools that have been developed for just that purpose—including pioneering software solutions like Act! that were laying the foundation for modern CRM technology all the way back in 1987.

With such effective and reliable technology available at our disposal in 2017, we are wise to take advantage. Bringing the four C’s together gives businesses the ability to mine information, examine trends, and forge lifelong relationships with their customers that enable the business to grow and thrive.

And, at the end of the day, isn’t finding ways to connect and form relationships with our customers what it’s all about—both today and back in 1987?

About the Author

H. John Oechsle joined Swiftpage in July 2012 and currently serves as president and chief executive officer. John came to Swiftpage with a 30-year track record of building highly profitable and sustainable revenue growth for emerging companies and established global leaders. John is an advocate for technology and education in Colorado and has been an active contributor to the Colorado Technology Association (CTA). He has been recognized several times for his involvement in the tech industry. In 2006 and in 2009, John was awarded the Technology Executive of the Year, and the Titan of Technology awards by the CTA. John was also awarded the Bob Newman Award for Outstanding Contribution to the Community by the CTA in 2011.

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Three Low Cost Ways to Improve Customer Service

Thank them jpeg

Recently in a LinkedIn  group, one of the members asked the following question: “The global economy is slowing down, but you’ve been asked to do the impossible: Control costs AND improve customer service experience. How can you do it?” While I commented within the group, LinkedIn limited the space allowed for the response so I wanted to elaborate here.

Here are three low cost ways that have worked for me in improving customer service.

Create a Customer Satisfaction Investigation (CSI) team. Isn’t it criminal to take a customer’s money and then not deliver to meet his expectations?  This team, with at least one representative from every department, should meet at least once a week to review customer feedback.  Like a CSI team, the purpose of the team is to review all the details of each negative customer experience to see if they can find out why it happened. If you do not have a survey process, ask your employees to document and forward any complaint to the CSI team. For every customer who complains, 26 others didn’t say anything (Lee Resource, Inc.) and simply walked away. No one can afford that kind of customer churn. Once identified, work fast to eliminate the dissatisfier. You cannot begin to satisfy customers until you remove all the potential dissatisfiers. You have got to remove them from negatively affecting future customer experiences.

Continually remind your team of the importance of customer service. One of my favorite quotes is from Samuel Johnson, “People need to be reminded more than they need to be instructed.” Day One and Done customer service training is simply not enough. It’s amazing how much of the first day of new hire orientation is spent on defining the rules and restrictions, usually required by the legal department, that, if not followed, will result in termination. While that information is important, consider the overall message you are giving new employees at the end of their first day. Balance the message by describing the empowerment processes that employees can use to exceed customer expectations and offer specific stories when employees went above and beyond for your customers. After onboarding, continue to reinforce that message with customer service tips and stories via email, screensaver messages, and periodic refresher customer service training. As many of the luxury hotel chains and fine dining restaurants known for delivering consistently exceptional service, conduct a fifteen-minute daily briefing that reinforces your brand’s core values and service standards.

Recognize and celebrate those who deliver great customer service. Too often managers focus on identifying an employee’s service deficiencies. These “areas that need improvement” are usually only conveyed to the employee at the annual performance review. Instead celebrate throughout the year the stories of employees who have created WOW moments for their customers. Create a booklet of customer service stories to be distributed on Day One of your onboarding process. Every new employee is a sponge of company information on the first day. Let them soak in the stellar reputation of your company as built by your customers’ perceptions of your employees’ exceptional service.  To reinforce that Day One feeling, frequently post or distribute via email the positive customer comments. Send a handwritten thank you note to the home of the individual employees who created a memorable moment for one of your customers. You can be assured they will share proudly that note with their family. If you want your employees to make it a habit to deliver outstanding customer service, you have to make it a habit to thank them when they do.

When you systematically remove the potential dissatisfiers, continually remind your employees of the importance of customer service, and habitually recognize and celebrate the stories of exceptional service you will increase dramatically the value of service as perceived by your customer.

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Filed under Customer Experience, Customer Satisfaction, Leadership, Training

Don’t Confuse Customer Services with Customer Service

This was originally published as a guest post on Shep Hyken’s  customer service blog.  

HYKEN Human Touch

There are only two ways to make a profit in business. One way is to increase sales. The other is to reduce costs. Companies have relied on technology to reeduce one of the most expensive costs in any business – human labor. Banks have replaced tellers with ATM’s, direct deposit and internet banking. Gas stations and supermarkets have moved to credit card readers and scanners, reducing the number of cashiers and eliminating gas attendants and grocery store baggers. Even hotels are experimenting with robots to deliver room service.  But in this technological evolution, too many companies are confusing customer services with customer service. Customer services is all about how to speed up the transaction. Businesses have used technology to become more efficient at the process of serving customers.

But being good at customer services does not build customer loyalty. All a competitor has to do is ante up with the same technology. Now even non-related businesses are looking to take revenue from each other. Where banks might have been the first to offer self-service options and debit cards, stores now offer ATM’s and their own credit card services, stealing fees and interest revenue from banks. In fact, how loyal would you be to your bank if it started to raise fees for its services? When was the last time you actually walked into a bank and interacted with a teller? Businesses may have reduced labor costs by offering hi-tech customer services, but by reducing human interaction with their customers, they inadvertently have jeopardized customer loyalty. As a result, customer services may help to keep customers, but rarely does it increase sales.

Walt Disney had the best formula for boosting sales, “Whatever you do, do it well. Do it so well that when people see you do it they will want to come back and see you do it again and they will want to bring others and show them how well you do what you do.” Great companies will always remember that despite advances in technology, customer loyalty must be earned by nurturing a genuine emotional connection.

Focus on the interaction, not the transaction. Define ways to personalize the customer experience. Restaurants that take reservations usually ask the question, “Are you celebrating a special occasion this evening?” Many will offer a complimentary dessert for an anniversary celebration. But the best create a wow moment by personalizing the menu header with the couple’s names and delivering that dessert with Happy Anniversary and their names written in chocolate on the rim of the plate. Of all the pictures taken that evening of the food, which do you think is featured and forever immortalized on Facebook for their friends to see and like? And how many friends have gone to that restaurant hoping to have that same kind of experience?

Personalizing the customer experience can be as simple as using the customer’s name. Simple, but simply not done. Think back to the last several times when you were a customer. You hand a credit card with your name printed right on it to the cashier. Yet the last five times you used your credit card, how many times did the cashier use your name in giving it back to you? Rarely, if at all. An opportunity to embrace you, as a customer, is lost.

The sales adage that people buy from people they know, like, and trust should be your customer service mantra. If I were a retailer, I’d use the technology to make sure that the card swipe info would post the customer’s name on the mini screen in front of the cashier. I’d educate every cashier to look at the screen or the credit card and then look back to the customer to establish eye contact (trust), smile (likeability) and sincerely say, “Mr. Customer’s Name, thank you for shopping at Name of Company. We certainly appreciate it.” That small wow would make a big difference in having that customer return again and again.

So don’t confuse customer services with customer service. Real customer service is all about how to enhance the human interaction. As Shep Hyken has said, “The greatest technology in the world hasn’t replaced the ultimate relationship building tool between a customer and a business – the human touch.”

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Review: Micah Solomon’s new ebook: Culture Of Yes: Practices And Principles Of Great Hospitality

MicahSolomonMicah Solomon is a customer service and marketing speaker, strategist, and author of the book, High-Tech, High-Touch Customer Service. Ever since reading his book, I have been following his customer experience articles on Forbes. So when he recently published an ebook entitled Culture Of Yes: Practices And Principles Of Great Hospitality, I was all over it.  While I was quoted in the first chapter, I bought the Kindle version for the invaluable insight shared by some real hospitality heavyweights. And while this ebook is focused on those who are in the hospitality industry, I am sure that customer service professionals in any industry will benefit. Find out more about Micah and his new ebook at the end of this post.

A hotel’s associates have more impact in building the reputation of a hotel than the general manager. In one day, the associates have more direct interaction with the customers than the general manager might in one week. Yet, those associates can only deliver the level of service that they themselves have experienced. Many of them have never stayed at a hotel recognized for its exceptional service. Some of those associates may have graduated from a hospitality school. As a hotelier, I have interviewed my fair share of college graduates. These hospitality students have learned the technical parts of running a hotel – budget preparation and analysis, menu engineering, purchasing and inventory, property management systems, and sales and marketing. But rarely has the curriculum focused on the critical ingredient of a truly successful hotel operation, namely the art of hospitality, taking real care of the guest. So it is up to the manager to educate the associates and their junior managers on the principles of hospitality.

And if you are going to learn the principles of hospitality, shouldn’t you learn it from the best? Ask frequent travelers to name the best hotel chains and they will tell you Ritz-Carlton or Four Seasons. Or wouldn’t’ you want to know the secrets of the luxury resort properties that are frequently named in travel magazines as the very best like The Broadmoor or The Inn at Little Washington. Micah has interviewed the key executives from hospitality’s best, including others from Montage, Fairmont, EDITION, and Virgin Hotels and has published in this ebook their insights and, as a seasoned travel and customer service expert himself, those of his own.

Their collective insight focuses on all the key ingredients to deliver an exceptional guest experience – hiring the right people, developing the necessary internal systems and hospitality standards, creating the proper service culture, and defining steps for service recovery. Micah even discusses how technology has and will change the guest experience.

Busy managers may complain that they have no time to read an entire book on hospitality. Micah responds by offering bulletpoints at the end of the chapters, as he calls it, a “cheat sheet” to “begin learning from the best of the best – the greatest leaders and professionals from the very best lodging and foodservice organizations in the world.” That invaluable insight is offered from such hospitality icons as Isadore Sharp, founder and chairman of Four Seasons Hotels and Resorts, Herve Humler, president and COO of The Ritz-Carlton Hotel Company, and Danny Meyer, president and CEO of Union Square Hospitality Group. And if you want to be great at hospitality, then ask someone who has already proven that they are one of the hospitality greats. Micah has done that for you here.

While this ebook is directed to hospitality professionals, there is value for a manager of any business who has customers. Whether it is buying a Big Mac from a McDonald’s, a book from Amazon, or gasoline from your local Chevron station, you exchange money for a tangible product. Unlike retail, the hospitality industry is unique. In exchange for hundreds of dollars for a weekend stay, you check out of a hotel without receiving any physical item. You may have taken extra bottles of shampoo or even the bathrobe, but were they worth the price you paid for your room? Of course not.  The only “thing” you take with you is the memory of the experience. That experience has to be so memorable that you are willing to pay to repeat that experience again and again. In retail, almost any product can be replicated by your competitor. What can’t be replicated is the unique experience surrounding the sale of the product. So wouldn’t any retail business gain from the insight from hospitality where the experience is what customers pay for?  Of course it could.

You have heard, “Knowledge is power.” That is not true. It is what you do with the knowledge that is the power. So buy this book. Read it. And then do something to start delivering great hospitality for your guests or a great experience for your customers.

Culture of YesMicah Solomon is a keynote speaker, author, customer service speaker, customer experience consultant and company culture consultant. Find out more about Micah, his blog and his recent Forbes articles at http://www.micahsolomon.com . You can find out more about the ebook or purchase it from amazon by clicking on the book cover.

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Ashley Furness: The Secret to Ritz-Carlton’s Customer Service Mojo

Prior to my present position as resort manager for Marriott’s Ko Olina Beach Club, I served as the charter general manager for The Henry – Autograph Collection (Autograph Collection is Marriott International’s exclusive portfolio of independent hotels) when it was reflagged after 21 years as the Ritz-Carlton Dearborn, MI (Ritz-Carlton is  a wholly owned subsidiary of Marriott International). Almost all the associates were former Ritz-Carlton “Ladies and Gentlemen”. Last year The Henry was recognized as one of Marriott International’s Hotels of the Year. I am convinced that while they are now The Henry associates they still would bleed Ritz-Carlton blue.  And if you’ve every stayed in a Ritz-Carlton hotel you know there is something extraordinary about the refined delivery of customer service by its associates. So when fellow customer service blogger Ashley Furness offered to share an interview she conducted with Diana Oreck, vice president of the Ritz-Carlton Leadership Training Center, I quickly accepted. You can find out more about Ms. Oreck and Ashley at the end of the post. But for now, here is Ashley’s inside look at how Ritz-Carlton educates its associates to deliver its world-class brand of exceptional customer service.

The Ritz-Carlton Hotel Company is known worldwide for it’s “legendary service.” So much so, Apple uses the luxury hospitality brand as a model for its owner customer support traditions. For both, it’s all about anticipating the customers’s expressed and unexpressed needs.

These practices have not only increased word of mouth and brand loyalty. Ritz-Carlton also boasts among the best employee retention rates around. To create raving fans, they start with inciting brand enthusiasm from their team.

Recently, I had the privilege of interviewing Ritz-Carlton leadership training center Vice President Diana Oreck. I asked her about customer service training, retention, performance measurement and more. Here’s what she had to share about Ritz’ super service sauce:

What sort of questions can you ask someone to find out if they’re caring and can anticipate customer wants and needs?
Well what you want to make sure you do is not ask yes or no questions. You’re not going to say, “OK Ashley, are you a caring person?” Because obviously, you’re just going to say yes, right? So what we do is we ask you in the interview, “Ashley give us a specific example of how you’ve cared for someone in the last month.” “Give me a specific example of anticipatory service that you have extended.”

Ritz-Carlton puts a lot of emphasis on successful new hire orientation. Why is this important for customer service training?  

A lot of companies have a notion that employee orientation really needs to be a data dump of the company, and statistics and who’s doing what. It really isn’t. What we are looking for at orientation is passion. We want to make sure that that new person gets the feeling they made the right decision in joining us.

It’s all about them and it’s all about culture. We feel that orientation needs to be significant emotional experience. Because think about it – you are making  a very big decision in your life to either start a job or change a job. So our two days of orientation, they are solely revolving around our culture, which we call the gold standards. And the reason we do that is we know that the culture creates passion advocates of our employees. Raving advocates of our brand and we don’t think that it’s realistic to ask that your customer be passionate, raving fans if your employees aren’t first.

Is this also something that helps with customer service employee satisfaction and retention?

Yes, it’s about engagement. I will give you an example. The lodging industry as a whole tends to run a 60-70 percent turnover in a year. Here at Ritz Carlton we run in the low 20s. It’s a huge difference.

What else do you do to promote retention?

We’ve got a vast list. Rewards and recognition is huge. Ranging from first class card, which is the most popular form of recognition at Ritz Carlton. Talk about less is more, it’s just a card that says “first class” and we give it to each other to thank each other. It can be peer to peer, peer to manager, employee to president, president to employee. And then we have things like birthdays, we give gift certificates. You can become five-star of the quarter. We don’t do employee of the month, because we find it’s much for meaningful if it’s the quarter. We are also one of the only hotel companies that still provide meals for their staff. We have gorgeous picnics in the summer and the holiday party and it goes on and on.

What metrics or qualitative data does Ritz-Carlton use to measure customer service training success (How do you know it’s working)? How do you collect this data?

Oh yes, we poll our guests once a month. The Gallup organization sends out 38 percent of guests that stayed the month before. It’s done randomly with the hope we will get 8-10 percent return. We live and die by that guest engagement number. This is the sum of responses to about 30 questions, including How likely is that guest to recommend Ritz Carlton? Were they delighted and satisfied with their stay? If there was a problem, did we take care of their problem? We know that if that guest engagement number goes up, we know that our training programs have been successful.

What are the biggest mistakes companies make when training customer service staff?

There not being specific enough. They’ll say things like “Give great service.” Well that’s nice, but people need a road map. Never assume anything, make sure you have your service standards written down and allow people to observe you in action. Don’t assume that their mother or father, or previous employer taught them what really great service looks like. Have a written service strategy.

What other successful customer service strategies have companies adopted by studying Ritz-Carlton?

It’s all about empowerment. The thing that our guests are most wowed about is that every single employee has $2,000 a day per guest to delight, or make it right. But we never use the money because that money is just symbolic. We are saying to our employees we trust you. We select the best talent. Just help the guest. We do a lot of training around empowerment. So I would say this – you need to empower employees. You also need to make sure that you are inspiring employees to bring their passion to work everyday and to volunteer their best. And you do that by reinforcing their purpose, not their function. Not the how to do your work, but the why of the work you do.

About Diana Oreck
Diana Oreck is Vice President, Leadership Center and leads The Ritz-Carlton’s two-time Malcolm Baldrige National Quality Award-winning corporate university.  She brings more than 30 years of experience in hospitality to her role and was named as a 2011/2012 Woman of the Year by the National Association of Professional Women. Under her leadership The Ritz-Carlton Hotel Company was named the best global Training Company in the world in 2007 as ranked by Training Magazine.

About the Author

Ashley Furness is a CRM analyst for Software Advice. has spent the last six years reporting and writing business news and strategy features. Her work has appeared in myriad publications including Inc.Upstart Business Journal, the Austin Business Journal and the North Bay Business Journal. Before joining Software Advice in 2012, she worked in sales management and advertising. Currently, her research focuses on various topics related to CRM software, sales, customer service and marketing strategy. Follow her on Twitter @AshleyFurness.

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Filed under Customer Loyalty, Customer Service, Training

I Know Ritz-Carlton and You’re No Ritz-Carlton

We are Ladies and Gentlemen serving Ladies and Gentlemen.
Ritz-Carlton Motto

We recently decided to visit a golf resort here in North Michigan. It touted having spent $14 million dollars in renovations. While it is the off-season, as a former resort general manager, I still wanted to check out what was new and different. (Yes, it’s what resort GM’s do on vacation.)

Walking through the brand new lobby, we approached the front desk. The agent asked me for my last name. I said, “It’s KEY-sing. Starts with a Q-U-I”. She looked down at her computer, typed the letters, then looked right up at me, and asked, “How would you pronounce that?” Seriously. Then she asks me for a photo ID. Now I know that the controller wants to catch the one guest out of 10,000 who might scam the resort, but for the other 9,999 of us, you’re basically telling us that you don’t trust us. Not a great first impression. After proving to her that I was actually who I said I was, she gave me the room key. While I may have rolled in my luggage, I could have used bell assistance to tell us how to get to our room. No such luck.

I was struggling in front of the room with four pieces of luggage, having propped the door with one of them, when a room service attendant passed by. She smiled and then practically sprinted by me to catch the elevator before it went back down.

After a three hour drive, we weren’t up for being cloistered in the room ordering room service. So we went back downstairs and found out that the only two outlets open for dinner were the fine dining restaurant and the sports bar. We weren’t dressed for elegant dining, but when we went to the Sports Bar, it was so poorly lit that it looked like a cave lighted only by the big screen TV. The menu was limited to bar food appetizers. So we opted to travel into town.

I’m a souvenir collector when it comes to vacations, so the next morning  I walked to the brochure rack next to the bellstand to pick up a resort brochure. There were three bellpersons talking to each other near the stand. And while I was scrutinizing the rack to find a brochure that wasn’t there, none of them offered assistance. Rather than disturb them, I walked away. Never did get a brochure.

At checkout, the only parting remarks from the front desk agent was, “You’re all set.”

Nobody raves about average, but everybody rants about nothing. While I liked the new Great Room lobby and appreciated the flat screen TVs and free Wi-Fi, I have come to expect that in a first-class resort. So I’m really not inclined to jump over to TripAdvisor to give them a Five Star review. In fact, I’m ranting in this post to say that the resort actually fell short in service. When I pay more for a king bedded room in one resort than the same size bed in another resort in the same area, I know I’m not paying the premium for the product or the setting.  I’m paying more because I think the services offered are going to be better. So I have high expectations of what that service should look and feel like. Unfortunately, my actual experience didn’t meet my expectations. It would have been “nothing” for the front desk agents or bell attendants to personalize my arrival and departure experiences. It would have been “nothing” for the room service attendant to lend a hand in helping me move the luggage into the room. Not exactly Ladies and Gentlemen serving Ladies and Gentlemen. In doing their jobs and nothing more, they were average. And nobody raves about average. Disappointed that my experience did not meet my expectations, I rant about the “nothings.”

People are willing to pay much more of a premium to stay at a Ritz-Carlton. And despite paying that premium, people still rave about the exceptional service delivered by the Ladies and Gentlemen of Ritz-Carlton. So what is their secret? Actually it’s not a secret, at all. Ritz-Carlton gives us the blueprint to their success. Simply Google “Ritz-Carlton service” and you will find any number of articles written about the subject or the Amazon listing for Joseph Michelli’s book about Ritz-Carlton, The New Gold Standard. Better yet, go directly to the Ritz-Carlton page on their website that defines the brand’s Motto, Credo and Gold Standards. You also will find the foundation for their exceptional service in The Three Steps of Service:

A warm and sincere greeting. Practice the 10-5 rule. At 10 feet, acknowledge the customer with eye contact and at 5 feet, greet the customer with “Good morning/afternoon/evening” and a smile. Use the customer’s name after it’s been given whenever the opportunity arises.

Anticipation and fulfillment of each guest’s needs. Define customer expectations of the timeline of touchpoints during the customer experience. First remove all the potential dissatisfiers that could displease a customer. Then proactively look for opportunities to create a “small wow” that goes above the customers expectations. It could be something as simple as assisting a customer you may see standing in front of the store directory or looking up at the store directionals.

Fond Farewell. Sincerely thank the customer for choosing you and offer a warm good-bye. Again, use the customer’s name once it’s been given. Better yet, consider an after the sale follow-up phone call or thank you note.

Seems simple enough: Warm welcome, Magic Moment, Fond Farewell. But if it’s that simple, why, then, isn’t customer service everywhere like Ritz-Carlton? The real secret is in the huddles held daily in each department in every Ritz-Carlton and consistent execution of The Three Steps of Service by their Ladies and Gentlemen. So to build your customers’ perception that your service is dependably exceptional, then perform the Three Steps of Service courteously in your personal delivery of service with each customer every day. If you are a customer service leader, remind your Ladies and Gentlemen daily of The Three Steps of Service and recognize and celebrate frequently those you see deliver The Three Steps to your customers.

Make this common sense Three Steps mantra truly common practice with your customers and you’ll soon be earning a reputation for service like Ritz-Carlton.

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Do you have a Customer Service Manifesto?

Imagine if you could get each person on your team focused on the same vision and commitment to the delivery of the World’s Best experience for each customer. Your company’s service reputation would be broadcast so loudly by all of your customer loyalists that you easily would dominate your competition. So how do you do it? How do you get everyone on your team reading from the same book? Simple. Put it in writing. Literally let them read from the same book.

Create your customer service manifesto. Your manifesto is a declaration of your company’s customer service creed, principles and intentions. Do not confuse this booklet with the employee handbook. The latter defines the legal responsibilities of the company and the employee.  Your manifesto defines your company’s service culture. The employee handbook defines the limitations of personal performance. Your customer service manifesto defines the principles that each team member should aspire to perform. Big difference.

Why is writing your customer service manifesto so important? Review your company’s first day orientation agenda for a new employee. I am sure you will find that, while benefits are reviewed, much more time is spent on company policy – email and social media guidelines, conduct on and off duty, house rules, safety, sexual harassment, and on and on. It’s like saying to a new employee, “Welcome to the company. Now here is how you can get fired.” On the first day, you spend more time explaining the obstacles more than you do how to go above and beyond to wow your customer. What’s wrong with that picture?

Your manifesto will let your employees know that you are committed to service that is not hindered by rules. Discussed separately from the rules and regulations, you initiate new employees to fully grasp the value and importance of customer service. The principles within the manifesto define the level of service to which you wish each employee to aspire. So what are the components for a customer service manifesto? Here you go:

Mission Statement – Your mission statement should answer three simple questions: What do you do? How do you do it? Who is your customer?  Keep it short. Your mission statement should be memorable and easily recitable. Disney offers one of the best examples of a mission statement:  (What do you do?) We create happiness (How do you do it?) by offering the finest in entertainment  (Who is your customer?) for people of all ages, everywhere. It is simple, yet aspirational. What is your mission? Is it memorable? Can your employees get passionate about it?

Your Company Heritage – Most businesses give a new employee a historical timeline of major events. But a heritage is something more. A heritage incorporates the “why” behind the “who, what and when”.  A heritage is the storytelling of the rich tradition of your company. Marriott employees all know the story of newly wed J.W. and Alice Marriott’s trek from Salt Lake City to Washington, D.C., the nine stool Hot Shoppe where J.W sold 5 cent A&W root beer, and the sticky nickels hand carried to the bank by Alice Marriott. What is your company’s story?

Core Values – The core values for Baptist Health Care are Integrity, Vision, Innovation, Superior Service, Stewardship and Teamwork. Yum! Brands employees focus on CHAMPS: Cleanliness, Hospitality, Accuracy, Maintenance, Product Quality, Speed of Service. What are the pillars on which your company is built?

Appearance Standards – To the customer, the employee is the company and first impressions do matter. Your message here should convey that an employee’s appearance should be a reflection of your company’s professionalism and not an employee’s personal style.

Performance Tips – Define the specific behaviors that can guide employees to act courteously with customers in person, on the phone and on-line. Include in this section the forbidden phrases like “Honey, Sweetheart.” “I don’t know.” “You should have . . .” and “To be honest with you . . .” while offering performance expectations such as answering any ringing phone within three rings or an email within 8 hours, as well as using the person’s name at every opportunity. You know how to properly interact with customers. How do you want your employees to act? Tell them by writing it down.

Service Recovery – Marriott Hotels uses the service recovery acronym LEARN: Listen, Empathize, Apologize, Respond, Notify (your supervisor and co-workers so that it does not happen again to future customers). Other businesses use the acronym LAST: Listen. Apologize. Solve. Thank (the customer for bringing the issue to your attention). What are the service recovery steps that you expect every employee to take when confronted with a dissatisfied customer?

Experience Flow Chart – Jan Carlson, then CEO of SAS Airlines, defined a Moment of Truth as “anytime a customer comes into contact with any aspect of a business, however remote . . . to form an impression.” Whether you call it an experience flow chart or experience journey map, plot all the emotional touchpoints of the customer’s experience. The employee can then be more aware of the key opportunities to wow your customers.

Aspiration page – This last page could be customer testimonials, motivational or customer service quotes or a parable like The Starfish Finder. (Google “Starfish Finder” if you haven’t heard of this story). This last page should serve as aspiration that one person truly can make a difference in the experience of a customer.

But merely writing and distributing the customer service manifesto at orientation is not enough. Spend time with the new employee to give your personal interpretation of the meaning and importance of the key components.

Samuel Johnson said, “People need to be reminded more often than they need to be instructed.” Ritz-Carlton established itself as one of the finest luxury hotel brands by mandating a daily line-up where that day’s Ritz Carton Credo card’s performance tip is reviewed. So refer to your manifesto often and ideally discuss daily one item within it  to instill in each employee your company’s mission, values, and performance expectations. And when you do, you will see that each employee will deliver consistently the World’s Best Experience to every one of your customers.

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February 14: Customer “Show Your Love” Day

In our personal relationships, while we love those close to us as much everyday, Valentine’s Day gives us an opportunity to express it in a special way. And if you don’t think that it’s important to proclaim “I love you” to your significant other on Valentine’s Day, just try missing one. It should be no different for your customer relationships. People like to buy from people who want their business. And while you don’t take any customer for granted, Valentine’s Day is a great occasion to express your appreciation to your loyal customers. Make this day “Show Your Love” Day for your customers. What could you do on Valentine’s Day to offer a special “thank you” for their continued patronage and support of your business?

With that in mind, here is my Top Ten list of Valentine’s Day inspired quotes that can serve you well as reminders on how to “show your love” to your customers.

Love is doing what is best for a person regardless of the cost or response. R. Robert Flatt

The first duty of love is to listen.  Paul Tillich

Love has nothing to do with what you are expecting to get, it’s what you are expected to give — which is everything.  Anonymous

Love is the condition in which the happiness of another person is essential to your own. Robert Heinlein

Get not your friends by bare compliments, but by giving them sensible tokens of your love. Socrates

We too often love things and use people, when we should be using things and loving people. Anonymous

Anyone can catch your eye, but it takes someone special to catch your heart.  Anonymous

Love is like a tennis match; you’ll never win consistently until you learn to serve well. Dan P. Herod

Every time you smile at someone, it is an action of love, a gift to that person, a beautiful thing. Mother Teresa

That best little portion of a good man’s life – his little nameless unremembered acts of kindness and love.  William Wordsworth

Whether you are following me on Twitter, Facebook, Google+ or via this blog, I see you as my customers. So on this day, as sincerely as these written words can express, I really do appreciate your continued support. Thank you very much and Happy “Show Your Love” Day.

Now what can you do today to “show your love” to those who surround you in your business and those loyal customers who made you successful?

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Just Because You Don’t Think It’s a Big Deal, It’s a Big Deal

“Just because you don’t think it’s a big deal doesn’t mean your customer doesn’t think it’s a big deal. When your customer says it’s a big deal, it’s a big deal. And even when your customer says “It’s no big deal,” it’s still a big deal. Or why would they bring it up?” – Kristin Anderson, Performance Research Associates

Last night I was shopping in the local vitamin shop when I overheard a customer tell the cashier, “I think someone just left their credit card.” The cashier says, “It might be that woman’s,” and points to the lady outside just about to get into her car. It was very obvious the cashier wasn’t going to do anything else so the customer took the card and practically ran out to ask. It wasn’t hers. The customer brought it back, left it on the counter and went about shopping in the store. The card was still on the counter when he went back with his purchase. The customer picked it up and placed it behind the counter. The cashier just left it there. He didn’t stick in the register. He didn’t give it to the manager. Nothing.

That cashier didn’t get it. To that cashier, it was simply a piece of plastic. To him, no big deal. To us, as customers, credit cards are unbelievably valuable. If we ever misplace a credit card, let alone lose one, we panic. To us, it’s a BIG deal.

As a customer, you know that we don’t buy from companies; we still buy from people. And we buy from people we know, like and trust. In just reading about what happened, you see as I see, as a customer, that the cashier is the store. And that one act that he does not think was at all important to him is the snapshot we take of that business. To the customer who found it, to the customer who hopefully will claim her card and to me, we are all questioning the trust we can have for that store. And that mental snapshot stays with us until another snapshot of that business replaces it. In fact, for some customers, it may take a motion picture worth of positive impressions before that one snapshot is deleted. It takes 12 positive service incidents to make up for one negative incident. And some customers who have a bad experience may never give a business a second chance, opting simply to walk away, intent on never coming back.

Now put on your customer service hat. When you serve customers remember, “To the customer, YOU are the company”. If you are a customer service manager, reinforce to your team that each interaction with a single customer represents all of you as a business. Every act of any one individual is a customer’s snapshot of your company’s likability and trust. And every act, no matter how small, is a big deal.

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Never go to a doctor whose office plants have died.

“Never go to a doctor whose office plants have died.” Erma Bombeck

What do dead plants in the waiting room have to do with the skill of the doctor? Logically nothing, but to the customer, everything.

When we are sick, we go to the doctor because we do not know what is making us sick. The doctor is the expert. Even if he misdiagnoses the illness and prescribes the wrong medicine, we would still take his word for it since we have no experience in medical diagnosis. We assume that the doctor is the trusted authority. In fact, we assume it so much that we don’t ask the doctor to prove it. No one has ever walked into a doctor’s office to ask “Before you examine me, from what medical school did you graduate?” We take his expertise for granted because we have no benchmark.

But we can judge a doctor on what we do know. We know what clean and orderly looks like. We know what friendly looks and sounds like. We know what waiting too long feels like. And we certainly know what dead looks like. And with past experiences we can judge how our doctor visit stacks up to those experiences. And based on the entire experience we will decide whether to come back or not, and depending on the experience, will either refer our friends or tell the world to stay away with an on-line bad review. Is that logical? Of course not, but as management consultant Tom Peters says,

“Customers perceive service in their own unique, idiosyncratic, emotional, irrational, end-of-the-day, and totally human terms. Perception is all there is!”

When there are dead plants in the waiting room, the customer is saying to himself, “If they can’t even take care of the plants, why do I want them taking care of me?”

While a general manager at a resort up north in Michigan, I served as an adjunct instructor for many years teaching customer service at the local community college. To their credit (pardon the pun), the college made my customer service class a prerequisite for the office administration and medical administration paths. They understood that it is not what you know; it is how you say it. At the end of the semester, a survey was given to the students on how I did. Was I on time for class? Did I cover the objectives defined in the syllabus? Was I available after hours? All the survey questions were focused on the instructor. As part of the class session discussing customer feedback, I surveyed the students on their school experience. My question was, “If there was anything you could improve in your education experience, what would that be? Very few answers were specific to what the administration thought was the college experience. Rather the improvements ranged from the parking lot to the restrooms. What does the parking lot have to do with higher education? Logically, nothing. But to the female student who is taking night classes, everything. She perceives a burned out light in the lamp post as an unsafe parking lot. What does the restroom have to do with the education offered? Nothing. But as a female student wrote in her survey, “During the winter, the restrooms are so cold, I can’t even think after going in there.”

Several weeks ago, I needed to see a dentist. When I asked a friend for a referral, she gave me the name of her dentist. I asked why she thought the dentist was so good. She said the waiting room had Wi-Fi, they offered free bottled water and juice and there was a large flat screen TV in the waiting room. And, as an afterthought, she said the dentist was nice, too. The most important aspects of her dental experience were the touchpoints that eliminated the waiting time and angst of the perception of visiting the dentist for the first time.

So don’t be too focused on just your expertise. Your customers have no way to judge you on what you know. But they can grade you on the other touchpoints that they have experienced before. Take the time to look at your entire customer experience. Identify all the potential dissatisfiers and remove them. Then replace them with something positive.

What potential “dead plant” dissatisfiers in your customer experience are you leaving unattended?

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