Be a Great CSR – Even if You’re Not

Photo Credit: Aleksandar Spasojevic

One afternoon last week at work, my manager was distressed as she hung up the phone. She’d received a call from a customer with whom she’d been playing phone tag. He’d contacted our call center the week prior and the CSR (Customer Service Representative) could not help him so she notified several Program Managers (PM) detailing this customer’s issue. After several days with no resolution, my manager contacted the customer to determine whom was the correct person to help him. She did this knowing full well she was not that person. She was distressed because now the customer was needlessly frustrated. My manager determined which PM could help the customer and got the ball rolling in the right direction for him. My manager is a PM, but she demonstrated for everyone in our office how important customer service is. If customer service is not officially in your job description, here is why you should learn to do it anyway:

It May Not Be Your Job, But It IS Your Business – Even if you do not deal directly with customers you have a supervisor (even C-Suite employees have a board to whom they are accountable). This supervisor is actually your customer because your job is “At-Will” (Google “At-Will employment). Start thinking of your supervisor as a customer. I’ve worked at a television station, retail stores, schools, churches, and corporate offices. In all these jobs, I had managers. When I started treating them like they were a customer paying me for the skills I brought to my position, it changed the game. My attitude changed which made them react differently to me. You can use customer service skills in just about every job you’ll ever have. It adds value to whatever position you hold in a company.

What? Like It’s Hard? – Whether you sell a product or a service, people are what keep you in a job. It’s in your best interest to help them. With companies using fewer people to do more work, it behooves you to learn how to be nice. Most people think of complainers when they think of customer service and you definitely get those. First just stay quiet and let him talk. Soon, like a crying baby, he will wear himself out and you can get a word in. At that point, offer sympathy and tell him what action you intend to take on his behalf even if it’s just, “Let me talk to my manager and see what I can find out for you.”. A gentle answer turns away wrath most of the time. People usually just want to be heard. Then, they want to know someone is doing something about their problem. I was in a situation where I needed a prescription filled and had no clue there were restrictions on it. Luckily, the Pharmacy tech was fabulous at customer service. She told me if I could wait a day and come back, she would contact both my insurance company and my doctor’s office and figure out how to work within the restrictions. She even called me less than 24 hours after my first visit to update me on her progress. That made my second trip to the pharmacy in as many days much more pleasant. (Thank you, Michelle!)

Life Is All About Relationships – Customer service is simply getting along. The same skills you learned to get along with your college roommate, or church baseball teammates, or the people you volunteer with at your local Metropark, are the same skills you use in customer service. Let the customer know you are on his side. Your attitude should be: We are in this situation together. How can we get a win for everyone involved? It’s also about communication. Even if nothing can be done to fully satisfy the customer, an explanation and an empathetic apology is an acceptable answer.

It Benefits You – Customer service is a valuable transferable “soft” skill. When you help people, you gain a reputation as a problem solver. And problem solvers are indispensable in any organization. If someone you’ve helped is really grateful and says something like, “It’s been great working with you” or “You’ve been so helpful” and you feel it’s appropriate, let him know that a couple of sentences sent to your supervisor (and copied to you) in an email would be greatly appreciated. That way both you and your supervisor know how much you bring to the table. Put these emails in a folder and bring them out at performance review time. Remember: The more people you help, the larger your network gets. You never know what connections you can make or from where your next job will come. You may help the husband of a manager of the company for whom you want to work, and when she’s looking for someone special and talking to him about it on a dinner date, he might remember you and jump start your next opportunity.

How does customer service come into play in your job? Share your story here:

Manners Matter

Photo credit: rawpixel.com

While driving to my Grandmother’s house, a “gentleman” abruptly pulled out in front of our car. My husband debated whether or not to express his displeasure. I said, “How rude!” (I know, I know, I need to cut back on the Full House reruns.) This started a conversation about how people seem to be much more discourteous now than we used to be. I felt very old talking about it (“What’s the matter with kids today?”) We wondered: Is it true? Are people more thoughtless now than we used to be? And, if so: Why? Is it characteristic of our entitlement society? Is it the lack of personal filtering on social media? Whatever the cause, people with manners are becoming an endangered species. If you are one of them, it may frustrate you as a driver, but it makes you a desirable employee. Here’s how to make your good manners pay off:

Go Back to the Basics
Workplaces have grown more casual over the past few years. While in some respects this is good, it has also promoted an environment of acceptable inconsideration. Buck that trend. Say please and thank you. Don’t interrupt when someone is speaking. Don’t talk with your mouth full of food. Act on the assumption that you cannot over thank your colleagues. For example: Our company uses an employee recognition platform that assigns us thousands of points to give to one another via a website when we help each other. The points add up to earn rewards such as gift cards or lunch with the CEO. I have the website bookmarked so when someone assists me I can easily give them some points. An added benefit: That person is happy to help me when I need them again.

R-E-S-P-E-C-T
Everyone has boundaries. If you work in cubicles, don’t just walk into someone else’s. Say, “Hello?” Or “Knock, knock,” or something to announce yourself. If you have a break room, don’t heat up last night’s leftover halibut without asking the people sitting there if it’s a problem. Do you usually put your phone on speaker? Let the person on the other end know. Do you forward other people’s emails? Ask permission first. Do you favor colorful curse words? Expand your vocabulary and avoid them at work (unless that’s part of your company’s culture code). Do you work with people from backgrounds different than yours? Don’t assume your communication style is the same. Many cultures’ business communications are more formal than America’s. If you initiate these practices, others will follow suit. You will not only be perceived as a leader, but also as emotionally intelligent. These are two qualities highly sought by potential employers.

You Don’t Have to Say Everything You Think
The immediacy of social media allows us to forget to use filters that make us stop and think before we speak or like or hit send. It also encourages us to voice our opinion on everyone else’s opinions. Before commenting, take a millisecond and ask yourself: Is what I’m about to say/write true, helpful, inspiring, necessary and/or kind? Social media also makes me feel like I need all my questions answered immediately. I really don’t and I especially dislike bothering my manager every time I have one. So, I’ve come up with this system: I sit at a transaction desk positioned next to the only entrance/exit to the whole office. Since my manager has to walk right by me to go to the ladies’ room, lunch, etc., I’ve gotten into the habit of putting paperwork or questions on the high shelf of my desk and she is now in the habit of checking it every time she walks by. This way I’m not interrupting her every fifteen minutes for non-emergency issues and often by the time she walks by, I’ve found the answer on my own. That’s my way, maybe yours is to send one email with three issues in it or meet with your manager for five minutes half way through the day. Find a consistent technique that works for you. Being considerate in what you say, as well as what you don’t say, makes you stand out in a good way.

The Golden Rule
Do unto others as you would have them do unto you. In business this moves from, “If you be nice to me, I’ll be nice to you”, to “If you do my pivot table for me, I’ll enter your QC data for you.” When you shift beyond coworkers to clients and customers, this becomes more than just being kind to other human beings, this is survival. Kindness can make clients loyal. Kindness can make customers buy more of your product or service and tell their friends to buy them too. If we get our ethics right, we build a reputation clients and customers want to share.

The bottom line is the Dalai Lama is right: “Be kind whenever possible. It is always possible.” What are your thoughts on manners at work? Is your workplace so casual manners don’t matter? Or so formal it’s stifling? Do you see a cause and effect? Can you give me some real world examples of when manners mattered? Please tell me about them using the form below.

What We Have Here is a Failure to Communicate

failure to communicate
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Like it or not we live in a 140 character society. I know a few pastors who REALLY don’t like it. I, on the other hand, LOVE it. I’m all about the KISS theory of communication (Keep It Simple Sister!). If you have to explain your idea too much, you haven’t communicated it very well. Your message does not need more words. It needs better words. Author Verlyn Klinkenborg says, “You can say smart, interesting, complicated things using short sentences. How long is a good idea?” Here are five tips for clear communication:

Use Action Words – Use the simple tense instead of the continuous tense of verbs when possible. Instead of, “I have been working at Acme Motors for 10 years.” Say, “I have worked at Acme Motors for 10 years.” Take time to choose your words. You may feel awkward with the staccato nature of simple tense verbs at first, but they set a nice pace and make your message clearer. Put yourself in your listener’s shoes: “If this was the first time I heard this message, would it engage me?”

Shut Up – When in conversation, listen more than talk. Figure out what really matters and filter your communication through that lens. Repeat in your head what you heard the speaker say and reword it back to her. My go to intro for this is: “Just to clarify what I heard you say…” Be aware of your listener’s non-verbals and make good use of your own like eye contact, nodding, smiling, and my favorite, the puppy head tilt. When you are on the phone, smile. Even though the caller can’t see you smile, they can hear it.

Broaden Your Vocabulary – Read, read, read. I read books suggested by Reese Witherspoon, Lin-Manuel Miranda, and Susan Barber (http://susangbarber.wordpress.com) among others. A mix of fiction and non-fiction is vital. Don’t be afraid to read over your head. I keep a dictionary on my phone to quickly and surreptitiously look up words for which I can’t glean the meaning from the sentence (like the word surreptitiously).

You Got Some ‘Splaining to Do – You know what you’re talking about, but no one else does. Put your message in terms a 5th grader would understand. This is not belittling 5th graders. They are pretty smart, but they are not known for their patience. Give illustrations in a simple and concise context. Edit ruthlessly. Write a rough draft. Leave it alone for a while. Overnight even. When you go back to it, cut repetitive phrases. Things that sounded brilliant in your head at the time often look over explained in the harsh light of day.

Don’t Give Up – Does all this sound like work? It is. Rarely is communication complete. Keep refining your message. It’s like talking about the Birds and the Bees with your kids. You really don’t just sit them down one day and tell them about sex. It’s a years long conversation. One day your two-year-old daughter asks you where babies come from and you tell her, “Tennessee,” because that’s what her little brain can handle. When she is older, she asks again and you tell her, “When a mommy and a daddy love each other very much…” because she can handle more. As the years go by, the questions get more uncomfortable, but you keep communicating because the message is important. When your second child asks similar questions, you’re ready because you’ve communicated this message before and had a chance to edit and refine it. The same theory holds true for much of your communication. Your message is important. Work on it.

Have any tips for clearer communication? Share them here: