Blog Archives

Proactive Recommendations by Your Field Team Are a Big Business Differentiator – Three Actions You Can Take

Why Don’t More Service Firms Promote Their Field Team’s Efforts?
Before we look at the how, let’s consider the why. It is interesting to note that most firms in my unscientific sampling do not let their customers know that they have encouraged their field service professionals to look for and make recommendations to help them be better off.

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Posted in Customer Service, Education, how to teach service technicians to sell to customers, Management, Sales, Service Tech Training

Building Personal and Professional Credibility

There is a lot of interest in teaching field service technicians to promote services. This makes sense as the field service professional is in the best position to recognize opportunities and to discuss these with their customers. To help them, many firms look to courses to train their field teams how to sell. But, if you’re serious about engaging your technicians in product and service promotion as part of your strategy to enhance service levels, then building personal and professional credibility are the most important skills needed for proactive service teams.

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Posted in Business, Customer Service, how to teach service technicians to sell to customers, Sales, Service Tech Training

Developing a Proactive Business Development Culture for the Time Strapped Service Manager

You believe that you can offer a better service by getting your field service team to make recommendations aimed at helping your customers to be better off. You have taken steps to support your expectations of a more proactive approach by your techs, including providing training and putting in place a process to capture leads and communicate progress on all opportunities.

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Posted in Consulting Services, how to teach service technicians to sell to customers, Management, Sales, Service, Service Tech Training

Six Components of a Robust and Failsafe Opportunity Management Process

If you are engaging your field service team in business development efforts, you will be aware of the importance of having a robust and failsafe opportunity management process. Poor processes drop opportunities, fail to keep everyone informed and generally defeat your efforts to get everyone enthusiastically involved.

In this blog, I thought it would be helpful to consider the Six Key Components of a Robust and Failsafe Opportunity Management Process for your team.

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Posted in Education, how to teach service technicians to sell to customers, Management, Service Tech Training

Four Simple Steps Technicians Can Take to Uncover Opportunities

If you are encouraging your technicians to take proactive steps to recommend your products and services to your customers, you may be looking for ways to help them to explore for opportunities to help. Here are four simple steps that your technicians can take to uncover opportunities to help your customers to be better off.

1. Ask a simple question. At the beginning or end of each maintenance service call, get your technicians in the habit of asking, “Is there anything else that we can do for you today?” This simple question will often result in new opportunities that otherwise might go to someone else or go unfilled.

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Posted in Business, Education, how to teach service technicians to sell to customers, Management, Sales, Service, Service Tech Training