roy atkinson customer service excellence

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IN PURSUIT OF CUSTOMER SERVICE EXCELLENCE ROY A TKINSON –SENIOR WRITER / ANALYST BREW CITY HDI - OCTOBER 20, 2011

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Key Note at Brew City HDI Technology Fair

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Page 1: Roy Atkinson Customer Service Excellence

IN PURSUIT OF CUSTOMERSERVICE EXCELLENCE

ROY ATKINSON – SENIOR WRITER / ANALYSTBREW CITY HDI - OCTOBER 20, 2011

Page 2: Roy Atkinson Customer Service Excellence

About HDI

•Serves global community of 110,000• 55,000 HDI Certified • 60+ local chapters, including Brew City

Page 3: Roy Atkinson Customer Service Excellence

Topics

•Customer Service Excellence –what is it?• Is there a framework for it?• New media considerations

Page 4: Roy Atkinson Customer Service Excellence

Customer Service Excellence

• There is a framework!• Those same, fine folks who gave us ITIL®

http://www.customerserviceexcellence.uk.com/

Page 5: Roy Atkinson Customer Service Excellence

Customer Service Excellence

CSE

Insight

Organizational Culture

Information and Access

Delivery

Timeliness and Quality

Page 6: Roy Atkinson Customer Service Excellence

Customer Insight

CSE

Insight

Organizational Culture

Information and Access

Delivery

Timeliness and Quality

Page 7: Roy Atkinson Customer Service Excellence

Customer Insight

What is a customer?• One who purchases good or services•“A person one has to deal with”

Page 8: Roy Atkinson Customer Service Excellence

Customer Insight

• How do you gain Customer Insight?• Try to see things the way customers do (“customer lens”)• Gather available information• Listen to them (OMG!)

Page 9: Roy Atkinson Customer Service Excellence

Customer Insight

What do you learn from Customer Insight?

• What they need – so you can deliver it• What they expect – so you can exceed it

Page 10: Roy Atkinson Customer Service Excellence

Customer Insight

• Identify – who are your customers?• Key word: Engage• Learn• Review• Improve

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Customer Insight

Who are your real customers?• Internal

o IT employees (think “OLA”)o Non-IT employees (think “SLA”)

• Externalo Your company’s “public”o Your company’s “public’s public”

Page 12: Roy Atkinson Customer Service Excellence

Customer Service Excellence

Insight

Organizational Culture

Information and Access

Delivery

Timeliness and Quality

CSE

Page 13: Roy Atkinson Customer Service Excellence

Organizational Culture

The foundation of Service Excellence is a customer-focused organization

It’s the culture, man.

Page 14: Roy Atkinson Customer Service Excellence

Organizational Culture

• Commitment to putting the customer at the heart of service delivery• Supported and sponsored by the organization’s leaders• Policies and procedures support the customer

Page 15: Roy Atkinson Customer Service Excellence

Organizational Culture

“Everything speaks”• Be aware of customer perceptions• Each person, each thing that’s part of a customer interaction sends a message*• What’s your message?

* Everything is part of the customer interaction

Page 16: Roy Atkinson Customer Service Excellence

Organizational Culture

Page 17: Roy Atkinson Customer Service Excellence

Organizational Culture

• Recruitment, training and developmento Customer-focused

• Staff attitudes and actionso Polite, friendly, understanding

• Team performanceo Recognition, rewardo Linked to customer feedback

Page 18: Roy Atkinson Customer Service Excellence

Organizational Culture

“Roy’s Famous”Four Elements of Customer Service Attitude

Listening – Hear what they sayEmpathy – Understand what they sayClarity – They understand youConsistency – They hear the same thing no matter who they talk to

Page 19: Roy Atkinson Customer Service Excellence

Customer Service Excellence

Insight

Organizational Culture

Information and

Access

Delivery

Timeliness and Quality

CSE

Page 20: Roy Atkinson Customer Service Excellence

Information and Access

• Information about services is available (Service Catalog)• Clear contact information• Up-front statement of any charges or requirements• Use a variety of channels• Allow flexible responses and input

Page 21: Roy Atkinson Customer Service Excellence

Information and Access

According to the 2011 HDI Support Center Practices and Salary Report…

More than half of support centers are now using social media in the course of providing support.

Page 22: Roy Atkinson Customer Service Excellence

Information and Access

… but only a tiny percentage are actually using social media as a channel.

Somewhere between 3 and 6% are using it to create tickets…Most use it only to “push” info out.

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Information and Access

• Allow customers as much access as you can• Consider having them contribute to knowledge and solutions as subject matter experts

Page 24: Roy Atkinson Customer Service Excellence

Delivery

Insight

Organizational Culture

Information and Access

Delivery

Timeliness and Quality

CSE

Page 25: Roy Atkinson Customer Service Excellence

Delivery

• Make agreements with your customers about what they can expect (SLA)• Deliver according to targets that you have set (metrics)• Develop and learn from best practices identified within and outside

Page 26: Roy Atkinson Customer Service Excellence

Delivery

• Say what you’ll do• Do what you say• Admit mistakes• Continually improve

Page 27: Roy Atkinson Customer Service Excellence

Timeliness and Quality

Insight

Organizational Culture

Information and Access

Delivery

Timeliness and Quality

CSE

Page 28: Roy Atkinson Customer Service Excellence

Timeliness and Quality

•Handle dips in performance swiftly and openly with your customers•Have a clear, easy-to-use feedback / complaint system• Monitor quality•Learn from your complaints – they give you more customer insight

Page 29: Roy Atkinson Customer Service Excellence

Timeliness and Quality

• Set measurable standards for response across access channels• Inform your customers about your standards – and meet or exceed them• Share what you learn across the organization – cut down customer need to contact you

Page 30: Roy Atkinson Customer Service Excellence

Timeliness and Quality

• You cannot measure and manage everything – select the key info• Don’t gather data because you can –gather the data you should• Use the information you obtain to drive improvement

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Timeliness and Quality

Act on customer feedback.

Page 32: Roy Atkinson Customer Service Excellence

Customer Service Excellence

• Define your “true customer”•Insight•Culture

• Create a language of serviceInsight / Culture / Information and Access / Delivery / Timeliness and Quality

• Simplify the customer experience• Learn, share, improve• Variety of channels

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Customer Service Excellence

Excellent service is rare because it takes real commitment to make excellence “business as usual.”

- Unleashing Excellence

Page 34: Roy Atkinson Customer Service Excellence

Customer Service Excellence

Insight

Organizational Culture

Information and Access

Delivery

Timeliness and Quality