Colleagues are customers too

Whatever customer-focused training you attend, it will probably focus on the needs of the customers of your organisation.

Usually these are external customers: the people walking through the shop door in retail, online users of a service you’ve developed or someone else that wants something from your company. You might call them clients or users or patrons, but customer care tends to always be targeted at the people that are engaging with whatever your organisation is providing.

Every now and then a customer care course will touch on internal customers. This is often in the context of a specific team designed to offer a help service primarily internally, such as your local IT help desk supporting internal staff. This content is rarely delivered in the same context, however. A retail team receives a customer care course becaue the organisation wants to give customers a good experience and come back for more. With an internal help desk, the internal users are stuck with them. In the past teams were often sent on customer care course because the organisation “believes in staff development and a course seemed appropriate” or in reaction to something going wrong.

Have you ever heard of a situation where a user complained about a bad attitude in the help desk and the response was to send someone on a course to improve them? Was the person that went on that course happy to go and ready to engage with it?

This tends to lead to grumbling staff that stubbornly believe they are right to do things their way. The help desk gets a reputation as the place you call when you have to, because there’s no other choice.

Stop reacting

In recent years there has been a bit of a shift here. Rather than taking this reactionary approach to training internal help teams, some organisations are starting to proactively explore the skills that would make a team more successful, and not just because “it sounds good”. There is growing recognition that this creates benefits for everyone: staff feel engaged up front, they get some input into what courses they might go on, and courses can be framed in contexts relevant to their roles. The end result is a better experience for staff, and staff that can then pass that experience onto their colleagues.

What’s happening is that managers are starting to realise that relationship management and personalised experiences are more than just something that retains customers. Staff retention is obviously an end goal, but everything in the middle is about relationships and positive cultures that cascades between teams. If positive interactions can be fostered in teams that liaise and engage with other parts of your organisation, this positive culture can spread naturally.

HR is a help desk

A large organisation might have more teams than just an IT help desk that engage across departments and teams. You might have a dedicated payroll team, HR team, wellbeing team, maintenance team, telephony team and more. These teams are all providing services to internal staff.

When we recruit staff to these teams, they tend to be interviewed based on their skills and whether they are capable of doing the functional, operational parts of the job. If there’s any consideration to the personality, it’s almost always in the context of whether or not they are a good fit for the team, rather than whether they are a ‘people person’ that is a good fit for everyone.

Of course t’s not possible to screen every candidate for how they might interact with any other person they might encounter in the workplace, and nor should we. Diversity in personalities and backgrounds is a strength, though that’s a topic for another day.

We could consider support their development in skills for interacting with other, but most organisations wouldn’t consider offering these training in people skills or customer care, because they don’t talk to customers.

People skills are for everyone

Customer care is all about relationships between individuals. These courses teach people how to interact with other people such that they work together towards a postiive outcome, helping each other out.

When teaching these sorts of courses, trainers recognise that they are dealing with individuals, both in terms of customers and the trainees, and a good course will investigate how individuality can create challenges and opportunities to explore towards creating positive experiences. A course will often offer different tools that individuals can apply and develop in a way that works for them.

Unless you are a one-person company that never talks to anyone, your company is also a place that works best when filled with positive relationships between people.

Customer care skills are people skills that build better relationships. Aimed at customers, they can create a great, personalised customer experiences. Aimed at colleagues, they can create great, collaborative working environments, that in turn create more positive customer experiences.

Why do so many organisations focus on the interactions with customers while neglecting the interactions between staff, when those interactions set the baseline of the working culture? If we can support our staff with the skills to build relationships, and we can show them how that can benefit them, then we can build a more motivated workforce.

We’re all friends here

This could easily grow into a piece about the pros and cons of having friends in the workplace. It could dig even deeper into how people skills can buid trust and create more autonomous peer-supported staff. It could explore how this can all lead to staff inspiration and innovation rather than getting stuck in their ways doing the same job for decades. However, it’s already been something of a waffle to get here, so I’ll just finish with a quick question:

Why wouldn’t be want to invest in relationship and people skills for everyone?

What is effective communication?

Staff with customer

Anyone that has done a training course about customer care or communication will have been taught a range of skills to help them communicate with other people. There are techniques you can use to for stay positive and engaged, but training courses invariably teach these skills as routes to success while rarely addressing the destination.

Effective communication in a customer service role is measured by the customer getting the service they want or the answer to their question, right?

That’s certainly a part of it, but all that’s really doing is demonstrating that we are effective at putting our message across. It doesn’t consider whether the customer has been effective at receiving that message.

We know that communication is about sharing a concept, idea or message such that it goes from one place (usually someone’s head) to another place (someone else’s head). As long as the idea gets there, we’ve succeeded in communicating.

That doesn’t mean our communication was effective though. The first customer care training course attended introduced me to the concepts below, and I’ve been surprised to discover no course I’ve been on has explored them again since.

Tier 1: Convey a message

Let’s say you need to tell a customer that the person they need to speak to isn’t working today. You might say this:

I’m afraid that our specialist isn’t available today.

As long as we get our message across, using all the basic techniques you can get from any communication skills course, we succeed in communicating. In a lot of situations, especially with particularly simple queries, this might seem like that’s all you need to do.

However, in our example we’re trying to do more than just give a message. The customer obviously needs to speak to a specialist, but today that can’t happen. We might know that the specalist never works on Fridays, and the customer might intend to try again next Friday…

Tier 2: Improve understanding

The customer needs some context. Here we aim to give a little more information so that the customer can grasp the reason behind the answer we’ve given.

Our specialist doesn’t work on Fridays.

Most of us would probably feel this was relevant enough that we would have said it without thinking.

However, when issues become more complex or customer service agent is particularly under pressure, this can be skipped in favour of just turning around the calls as quickly as possible. Perhaps there are a lot of calls coming in today, the team is short staffed and/or there are targets you’re expected to hit. You might feel that you just don’t have time to give a more in depth answer to every customer.

On rare occasions you might be right, but in general this leaves the customer feeling like they weren’t given a useful response (a bad review is just round the corner) or they’ll just call back later (and overall take more of our and their time to get their answer).

It’s almost always better to at least give the customer some contextual information to help them understand the answer.

Tier 3: Gain belief

It’s no good telling a customer something if they don’t believe you. Have you every finished speaking to a customer service agent and felt like they fobbed you off, didn’t answer what you asked or waffled a lot without saying anything? They probably finished the call thinking they’d been really helpful, but you didn’t believe them.

Our specialist’s shift pattern is Sunday through Thursday. This helps us make sure we can help customers at weekends.

There are a few things you can do to gain belief. There’s never any harm in giving a little more information about the customer’s situation. This shows you are knowledgeable about what they’re asking, and therefore are more likely to be accepted as an authoritative source.

Previously you’ve given the customer an answer and added some context for their understanding, and now you’re supporting this with some details of why it’s the right answer.

This should be the tier that you should aim for with every customer interaction, and yet many fall short of this step.

Tier 4: Provoke action

If our customer has to do something in order to progress their query, then we need them to actually be willing to do it. They might believe us when we say the specialist isn’t working today, but they might still go home and tell their friends that we just weren’t able to help them, shifting our reputation a little towards the negative.

If you come back on Monday, the specalist will be available. We can book you an appointment or you can leave some details and I’ll pass them to the specialist so she can give you a call.

Here we focus on what the customer needs to do in order to move forward. In this case we have some options and so we offer them in the order we’d like the customer to consider them. We know the specialist will be more likely to be able to help in person, but offer to a phone call as an alternative.

If alternatives are available, we should absolutely share them with the customer up front, even if we have a preference. The customer then feels like they have some control over what they do next, and by choosing an action – even if we determined all the options – they are more likely to actually do it.

We also demonstrate that we are happy to contribute to the next steps. If the customer opts for the phone call, we will be the one noting down their details and passing them onto the specialist.

In fact, by showing a willingness to retain ownership, some customers will mirror that willingness by making the effort to take the action that we prefer. Their belief that we have told them the best course of action is re-enforced.

But my colleagues and I already do all of this!

You probably do, usually.

With frequent questions and answers, these four tiers could be baked into human behaviour. If someone asks for your opening hours, and those opening hours are pretty commonplace in your location/culture, then society has already established belief for you and the customer is ready to act on what you say (i.e. to turn up when you’re open).

On the other hand, how often do you have customers come back and ask the same question again and again? How often have you been under pressure and wanted to get through the customers quickly? How often do you finish a call thinking that the customer “just didn’t get it”?

If the customer “didn’t get it”, there’s a reasonable chance that you “didn’t give it”.

If the customer “didn’t get it”, they are probably not a happy customer, not going to be keen on re-engaging with you in the future, and you are at risk of bad reviews or losing that customer.

If you take a little more time to ensure every customer believes what you tell them and acts on your advice, they are much more likely to feel good about the result, leave a good review and come back for more in the future.

If you can achieve that, then your communication is absolutely, without a doubt, effective.

Want to know more? Feel free to get in touch!