Tag Archive for: how to provide great customer service

, , , , ,

Is Your Field Service Team Missing Opportunities to Help Your Customers?

Here is a simple test for you.  Count the number of “F”s in the sentence below.

Don’t read any further until you have decided your number.

 

 

 

 

 

 

 

 

 

 

 

If you said six “F”s, then congratulations!  If you said anything else, don’t feel bad.  Most people see three.  Look at the sentence again.  Did you miss the “F”s in “OF”?  Now that you see the “F”s, it’s pretty obvious right?  It makes us wonder why we missed it in the first place.

Now, think of your service business.  Opportunities to help your customers should be obvious too.  Or are they as obvious as we might think?  Is your service team missing opportunities to help your customers?

Even with a Process in Place, Is Your Customer Seeing All the “F’s”?

Perhaps you have encouraged your field team to look for ways that you could help your customers achieve their business goals.  You’ve set up processes and systems to capture any opportunities identified.  You may have even told your customers your intentions and why your field team’s actions are not only unique but of great value for the them.  Even with all of this in place, how confident are you that they are seeing all of the “F”s – that is, how confident are you that they are not missing any opportunities to help the customer to be better off.

Four Actions to Ensure Your Field Service Team Does Not Miss Important Opportunities

Here are four actions that you can take to help ensure that your field service team does not miss opportunities that are important.

1. Establish a customer visit routine

Whenever your field service professional calls on a customer, ensure that each one of them follows a specific process which may include steps like:

    • Stopping by the customer’s office to explain the nature of the visit upon arrival and asking if anything has changed since their last visit.
    • Stopping by the customer’s office after the work is completed to go over what was done and asking if there is anything else they would like them to address while they are there.

2. Have your field team follow up on previous recommendations

Your customers are busy and, even with the best of intentions, some of your recommendations will get forgotten.  It’s a valuable service that you provide when your follow up reminds the customer to address something that had completely slipped their minds.  This is particularly important if the recommendation would prevent something that could seriously and negatively impact the customer if it is not addressed.

3. If appropriate, have your field team ask the customer to take them on a tour of their facilities

While on the tour, the field professional can point out ideas where you may be able to help and even some issues that may not be related to your business at all but will help the customer see that there are improvements that can be made.

4. Share best practices between team members

Whenever a field service member makes a recommendation that benefits a customer in a significant way, share it with the rest of the team.  What was the issue at hand?  How did the recommendation help the customer?  How many other customers might benefit from a similar recommendation?  What do these customers look like?  What questions might the field professional ask to uncover whether they could benefit from a similar recommendation?

Every time we make a proactive recommendation to a customer, we have an opportunity to help them toward achieving their business goals.  But, recognizing opportunities is not always as easy as we may first assume.  Andmissed opportunities might result in a problem for the customer.  Help your field team establish a process that will minimize lost opportunities and further enhance the value that you offer to your customers.

As always, I welcome your comments and questions. You can connect with me via telephone or email or leave a comment right here on the site. And as always, please feel free to leave a link back to your own blog if you have one via the commentluv feature here on the site. If you are reading this blog post via email, you will need to locate this post on my website by clicking here. Scroll down to the bottom of the page where you will find the comment section.

Jim Baston

“I was seldom able to see an opportunity until it had ceased to be one”

– Mark Twain

, , , , , ,

Step 5 of a Proactive Service® Culture – Follow Up on Opportunities

Jim Baston service tech trainingThe 5th step in creating a Proactive Service® culture within your service team is to follow-up on opportunities.  Following up on opportunities may seem like a self-evident step, but it is often not accomplished.

During our Proactive Service® workshops, we ask technicians if they have ever proposed an idea to a customer where the customer has never gotten back to them and where they do not know what the customer has decided to do.  Almost everyone’s hand goes up.  We then ask, “Why do you think that is the case?”  Responses range from, “They decided not to do it” to “They got someone else to do it.”  Occasionally someone will say something like, “Maybe they forgot about it” and if they don’t, then we suggest it.  We then relate the story that I told in my last blog about the technician that passed on a lead from the field that was never followed up by the salesperson.  In that situation, the recommended action was to prevent a failure and a few months later, the failure indeed occurred.  Of course, the customer was angry and the technician was put in an uncomfortable position because of inaction on the part of the salesperson, but the problem would have been avoided altogether if the technician just took a moment to inquire with the customer whether they had given any more thought to the matter. Read more

, , , , , ,

Step 4 of a Proactive Service® Culture – A Clear Opportunity Process

Jim Baston service manager trainingThe fourth step in creating a Proactive Service® culture for your field service team is to ensure that there is a clear and consistent process for handling opportunities from the field.  Without a clear process, we leave the follow-up largely to chance and create the potential for frustration and resentment on the part of our technicians and customers.

Nothing will stop a technician from making recommendations to a customer more quickly than poor or inconsistent follow-up by the rest of the company’s staff.  A technician that makes a recommendation that requires follow-up by others (salesperson or manager for example) and which is not followed up, is unlikely to continue to do so.  But worse than that, lack of follow-up can have serious consequences.

I worked with one service firm that did not have a formal process for handling opportunities from the field.  I interviewed one of their technicians and he related a story that highlights the problems that can occur.  The technician had found a problem with a key piece of equipment and recommended to the customer that it be replaced as soon as possible.  The customer asked the technician to have someone get in touch with him with pricing and installation information for the replacement.  The technician reported the opportunity on the work order along with the request for a follow-up call by the salesperson responsible for the account.  Unknown to the service tech, the information did not get to the salesperson and no one followed up.  About a month later, the customer called in a panic because the equipment failed, just as foretold.  Rather than praising the technician for his ability to predict the failure, the customer was furious that there was no follow-up on the part of the firm.  The service technician took the brunt of the customer’s anger and felt let down by his colleagues.  Needless to say, by the time we spoke to the technician, he was reluctant to identify opportunities in the future.

Even when a process for opportunity management is in place, it may not include an important step.  One of the most common complaints we hear from technicians is that, even when there is follow-up, the technician is not kept in the loop.  The lack of a communication loop to keep the technician informed causes more than hard feelings.  It also can cause a customer service failure.  Let’s assume that the technician has spoken to the customer and they are interested in pursuing an idea that she brought forward that may reduce energy consumption.  The salesperson or manager is duly informed and goes out to visit the customer.  If there is no communication back to the technician, the salesperson may develop a solution that is beyond what the technician had in mind and far exceeds the customer’s expectations.  A simple discussion with the technician would have prevented this from happening and the technician would have an opportunity to share her ideas with the salesperson that could be incorporated into the ultimate solution.  In addition, by keeping the technician in the loop, the technician will have an informed response if the customer asks about the progress on the opportunity development the next time she is in their facility.

A key step therefore, to ensure that you create a successful and lasting Proactive Service® culture is to ensure that you have a clear, concise and consistent process for identifying and following-up on recommendations from the field.  Not only will this improve your service delivery, but it will let your technicians (and customers) know that these recommendations are important and that they play a key role in your firm’s the overall service delivery.

I’d love your feedback! And as always, please feel free to leave a link back to your own blog if you have one via the commentluv feature here on the site. If you are reading this blog post via email, you will need to locate this post on my website by clicking here. Scroll down to the bottom of the page where you will find the comment section.

Jim

“Efficiency is doing things right; effectiveness is doing the right things.”

– Peter Drucker

 

 

 

, , , , , ,

Creating a Proactive Service Culture Throughout Your Service Team

Jim Baston Service Tech trainingCreating a Proactive Service® culture throughout your service team is one of the most effective ways that a service company can grow their business and create a distinctive competitive advantage.  By Proactive Service®, we mean a technical service team that is engaged not only in maintaining and fixing equipment to the highest levels, but in actively looking for ways that their firms can help their customer meet their own business goals.  It is proactive because the technician takes the initiative to identify opportunities to help and proactively addresses these with the customer. Read more

, , , , , ,

Transform the Service Experience through Empathy

customer service expertIn my last post on the five key dimensions of service quality, we considered what we can do to transform the service experience through the tangible aspects of the service we provide. Here we consider what we can do to transform the service experience by clearly communicating to our customers that we care about them.  Our customers will have little regard for us until they know that we have empathy.

Recall that the name RATER is an acronym with each letter representing the first letter of one of the five key dimensions of service quality.  They are:

R eliability: Our ability to provide what is promised, dependably and accurately

A ssurance: Our knowledge and courtesy, and our ability to convey trust and confidence

T angibles:  Our physical facilities and equipment, and our appearance

E mpathy: The degree of caring and individual attention we provide to customers

R esponsiveness: Our willingness to help customers and provide prompt service

Read more

, , , , , ,

Transform the Service Experience through Tangibles

Transforming the service experience with tangiblesIn my previous blog in this series, we discussed how to transform the service experience through ‘assurance’. In this blog post, we will consider what we can do to transform the service experience through the tangible aspects of the service we provide.  Our customers will make judgments about the quality of our work and the competence of our technicians based on tangible clues that they can see.

Recall that the name RATER[1] is an acronym with each letter representing the first letter of one of the five key dimensions of service quality.  They are:

R eliability: Our ability to provide what is promised, dependably and accurately

A ssurance: Our knowledge and courtesy, and our ability to convey trust and confidence

T angibles:  Our physical facilities and equipment, and our appearance

E mpathy:    The degree of caring and individual attention we provide to customers

R esponsiveness:     Our willingness to help customers and provide prompt service

Read more

, , , , , ,

CMCEF Webinar Series – Part 3 Maintaining the Service Experience

CMCEF LOGO The next and final webinar in the CMCEF Webinar Series is called Maintaining the Service Experience and will take place on Tuesday, February 26th, 2013.   On February 12th, 2013, I presented the second webinar in the Transforming the Service Experience series hosted by the Canadian Mechanical Contractors Education Foundation.  The Webinar was called Creating the Service Experience. In the webinar, we considered the five key hurdles to successfully engaging our technicians in activities to transform the service experience resulting in more revenues and higher customer satisfaction and retention.  The hurdles that can prevent our technicians from doing what we would like them to do are:

  1. Knowledge:  We must clearly define our expectations of what we want our technicians to do.  Often we assume that our technicians know what is expected and overlook the importance of this step.
  2. Skills:  We must ensure that our technicians have the skills to act in the manner we ask of them.  Engaging in proactive discussions with customers may be uncomfortable for some of our technicians and they may lack the skills to do so effectively.
  3. Perception:  We must ensure that our technicians understand why we ask them to act as we do.  Speaking to customers about our services and capabilities may be perceived as a sales task by our technicians.  They need to understand that helping our customers operate their facilities more effectively is a service, not a sale.
  4. Tools and processes:  We must make certain that the technicians have the tools and are supported by our processes to do what we want them to.  When our processes do not support our technician’s efforts, they will perceive that what we are asking is not that important and quickly lose heart.
  5. Motivation:  To get our technicians to enthusiastically embrace a proactive service approach, they must want to do it.  Otherwise, at best they will simply go through the motions or, at worst, not act in the manner we would like them to at all.

Read more

, , , ,

Creating the Service Experience Part 2 – CMCEF Webinar Series

CMCEF LOGO I am pleased to share information about the next webinar in the CMCEF Webinar Series  Transforming the Service Experience called Creating the Service Experience which will take place Tuesday, February 12th, 2013.   This webinar will examine the challenges of transforming the service experience and discuss how these challenges can be addressed to ensure success.  At the end of this seminar, participants will understand the challenges they will likely have to confront when transforming their own service experience and can use this information to create a plan to address them within their own firms. I hope you can attend!

This follows the first in the webinar series that took place on Tuesday, January 29th, 2013, where I presented on Defining the Service Experience.  We focused on the five key steps that technicians can take to transform the service experience that you create for your customers.  The five key steps our technicians can take are:

Read more