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Customer Service Training Module

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100% found this document useful (1 vote)
2K views20 pages

Customer Service Training Module

Uploaded by

Susan Kondowe
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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1. Introduction to Customer Service 6.

Time Management

2. Communication Skills 7. Customer Service Policies and Procedures

3. Customer Interaction Techniques 8. Technology and Tools

4. Problem-Solving and Handling Complaints 9. Performance, Feedback and Hierarchy

5. Product and Service Knowledge 10. Stress Management and Self-Care


Welcome to our training guide for managers, business Equally important is proficient business management,
owners, customer service representatives, front liners, ensuring smooth operations, efficient resource
and cabin crew. In today's competitive landscape, utilization, and the achievement of strategic goals. This
exceptional customer service and robust business guide covers essential management principles, offering
management are crucial for sustained success and insights into leadership, decision-making, and
customer loyalty. This guide aims to equip you with the operational excellence.
necessary skills and knowledge to excel in your roles,
fostering an environment of excellence and continuous Our training program is tailored to address your unique
improvement. challenges and opportunities, ensuring you exceed
customer expectations. By combining customer service
Great customer service training is vital for any thriving excellence with strong business management skills, you
business, empowering you to build meaningful customer will be well-equipped to drive growth, enhance
connections, handle challenges confidently, and deliver customer experiences, and achieve long-term success.
consistent, high-quality service. Understanding effective
communication, problem-solving, and customer Let's embark on this journey towards excellence
satisfaction is essential, whether engaging directly with together, embracing outstanding service and effective
customers or leading a team. management principles to positively impact our
customers and business.
1.CUSTOMER SERVICE PERSONNEL AND
CUSTOMER SERVICE.
Understanding customer service and its critical role in business success is essential, as it directly affects customer
satisfaction and retention. Customer service focuses on proactive support, personalization, and continuous improvement,
significantly enhancing our brand reputation and fostering customer loyalty.

CUSTOMER SERVICE PERSONNEL


(CSP)
KEY SKILLS FOR EVERY CSP
This individual exemplifies going above and
beyond their personal emotional and physical
1. Patient
challenges to ensure customer satisfaction.
2. Tactful
It's crucial for customer service personnel to
3. Open minded
achieve a 99.8% customer satisfaction rate,
4. Give Courteous
addressing both the product and emotional
5. Attentive listener
needs of customers. When customers are
6. Exercise empathy
emotionally satisfied, they are more likely to
7. Being Enthusiastic.
return and purchase more products or services.
8. Thinking Positively.
A happy customer service personnel (CSP)
9. Projecting Confidence
undeniably contributes to increased sales and
10. Using Positive Language.
overall business success.
11. Conveying Speed/sense urgency.
12. Taking Ownership or accountability.
Elevate your customers' experience when they are in your sales space by
accommodating them with great gestures and memorable moments. Take the
time to listen, understand, and then respond appropriately. By doing so, you Customer Service
ensure your responses are correct and meaningful, fostering a positive and Soft Skills
lasting impression.
Tact

Empathy Positive
attitude
1. Strive to greet people positively in the mornings. Patient
2. Your appearance and behavior reflect on both you and the company, making you an
effective brand ambassador.
3. Dressing for success means presenting yourself appropriately for the circumstances, Attention Negotiable
to Detail People
not necessarily in a suit and tie. Assessment
Oriented
1. Creating a welcoming atmosphere encourages colleagues
to engage with you throughout the day.
2. The tone set with a good morning greeting influences
future interactions.
3. Professional attire and demeanor contribute significantly
to success.
4. Wearing your uniform symbolizes your commitment to
representing the company's values and standards
effectively.
Always Share Value
Give a proper explanation to guide and
educate the customer to enhance KEY CHECK FOR BUSINESS OWNER
product value propagation, thus AND CSP:
upselling of new and old products. 1. Did the customer leave the store the same
way they came in, both physically and
emotionally?
2. Did the customer leave with a great story to
tell?

Every customer service professional should


strive not only to meet the customer's
expectations but to surpass them. Don’t just
offer value for service; give the customer a
pleasant surprise. People are more likely to
remember a story than just advice.

Customer Relation Management


They are many ways of how to build great relationship, a customer will say to a friend
“Don’t go there” or “You have to go there” these are statement that comes from
customers who have been attended to by a csp, the greater the story, the larger the
audience which means more sales. You have to ensure you create a good story to be told
by your customer’s to the audience
2. COMMUNICATION SKILLS
Techniques for Clear and Effective Verbal and Written Communication:
Active Listening: Essential for understanding customer needs and concerns.
Non-Verbal Communication: Recognizing the importance of body language and tone of voice.
Customer Service:
In a competitive market, taking care of customers is crucial to prevent them from turning to competitors.
Excellent service fosters repeat business, customer loyalty, and positive relationships, which can lead to word-of-
mouth referrals.
Customers expect ongoing support after a purchase, and providing excellent service makes work more enjoyable
and fulfilling.

“Write to customers, the way you would like to be written to”.


Tone of Voice: This refers to the skill of altering your speech by adjusting
pitch, volume, and tempo. Remember, your voice conveys both physical and
emotional energy, influencing how the customer feels. You can make them
feel bad, hurt, or useless, or cared for and empathized with, depending on
your tone.

Soft Words to Use in Customer Service.


Great, amazing, gladly, surely. (Use affirmative words, adverbs not
imperative form clause), Sympathetically.
2. COMMUNICATION SKILLS

NAME MENTIONING
Using the customer's name makes them feel like
part of the team. When customers feel respected,
known, and cherished, they understand that you
value them, encouraging them to return and make
more purchases.

WORKING TOGETHER
Customer service personnel should collaborate
towards the shared goals of excellent customer
service and increased sales. This teamwork leads
to higher revenue and stronger customer loyalty.

POSITIVE INFLUENCE
People trust the connection between your words and
actions. How you present yourself and who you are
matters greatly. Demonstrating competence earns respect
and effectiveness. If you can't lead yourself, others won't
trust you to lead them. Stay present and always give your
best.
3. CUSTOMER INTERACTION
TECHNIQUES
There is power in the tone and word usage in customer service. You need to focus on some key perimeters in
order for you to perform better. It’s not mainly about what you say but how you say it, match the tone
of your voice when guiding, be gentle when handling a complaint and be accommodative to the
customer:
Ø Always keep in mind the person you are talking to.
Ø The channel you are using (Phone, face to face, mailing, WhatsApp, and Facebook).
Ø Knowledge on the topic of conversation (product, service, departments).
EMPATHY AND UNDERSTANDING
ACTIVE LISTENING Show empathy and understanding by putting yourself in the
Demonstrate genuine interest by actively customer's shoes. Respond with compassion and ensure they
listening to the customer. This involves feel heard and supported. This approach can turn a negative
paying full attention, acknowledging their experience into a positive one and foster long-term relationships.
concerns, and responding thoughtfully.
Active listening helps in understanding their
needs and building trust. Thus reducing
Adherence Handling Time (AHT).

By mastering these techniques, you can enhance customer satisfaction and loyalty,
leading to more successful and meaningful interactions.
In customer service, the impact of your words is not just about what you say, but how you say it.
Here’s an acronym to help you create standard formal greetings and closures that generate the best
responses and boost sales:
PHONEN. Here Are Some Responses You Could Use:
P - Power tone (the energy in your voice must be real and natural) "What can I do for you today?"
H – Hallow (thank you for calling or coming)
"How can I assist you today?"
O – Organization’s or business name that you are presenting
"How may I be of service to you?"
N – Name of csp and the title Mr, Ms., Mrs. or sir, madam customers name.
"How will I be of your help?“
E – End with a question (how will I brighten your day).
Closure:
"How can I make your experience better?"
N- Company name is grateful for your call or coming have a delightful day.
"What can I do to assist you further?"
For Example
Hallo, "It's great to have you here! What can I do for you today?"
Welcome to Steady Consultancy Solutions, "I'm glad you stopped by! How may I assist you?"
My name is Josephine, and your name please… "Welcome! How can I make your visit enjoyable?“
How will I brighten your day? Using these responses can
Closure show your customers that
Steady consultancy solution is grateful for your call or coming have a delightful you're attentive, ready to assist,
day. and eager to make their
experience positive.
Match the hand shake.
It is small details that creates a good relationship (sales) and destroys a good relationship. It is vital to Know how your
customer greet, if they give you a hand shake how are they, is it strong or weak, try by all means to match the customers grip
for in business it matters more than you can ever imagine.

4. PROBLEM-SOLVING AND HANDLING COMPLAINTS


Identifying Issues - Quickly recognizing and understanding customer problems.
Problem-Solving Strategies - Steps to take for resolving issues effectively and promptly.
Dealing with Difficult Customers - Strategies for managing challenging interactions with patience and professionalism.
Escalation Procedures - Knowing when and how to escalate issues to higher authorities or specialized teams.

LISTEN:
"Thank you for sharing your experience. I'm here to listen to everything you have to say."
"Please, take your time. I'm here to listen and understand."
"I appreciate you sharing your concerns. Sure I'm capturing all the important details.“

SHOW EMPATHY:
"I understand this situation must be frustrating for you."
"I'm sorry you've had to deal with this. I'd feel the same way if I were in your shoes."
"It sounds like you've been through a lot. I'm here to help however I can.“
GAIN INFORMATION
"I want to make sure I have all the details so we can resolve this for you. I'll take note of everything you've said."
"Thank you for providing all this information. I'll make sure to investigate thoroughly and get back to you with a solution."
"I appreciate your patience. Rest assured, I'll look into this matter and let you know what steps we'll take to address it."

After attentively listening to the customer, ensure you've grasped the challenge, demonstrate empathy,
and thoroughly investigate the system. If further information is required, place the customer on hold and
commit to providing a definitive solution upon returning, or inform them of a follow-up call once the
solution is found.
5. PRODUCT AND SERVICE KNOWLEDGE
Comprehensive Understanding - Gaining in-depth knowledge of the company’s products and services.
Staying Informed - Keeping up-to-date with product updates, new releases, and service changes.
Communicating Benefits - Effectively conveying the value and benefits of products and services to customers.

Product knowledge is crucial for Marketing materials not


every customer service only aid customer service
representative. Having accurate personnel but also help build
information empowers agents to attachment and confidence
confidently and effectively assist in the brand for both
customers. When representative customers and service
When a service representative has
understand the products and providers. These materials
comprehensive knowledge of the
services, along with their provide clear and consistent
company's mission, vision, purpose,
benefits, they can provide information that reinforces
culture, as well as current and future
exceptional service and easily brand identity and values,
promotions, it significantly enhances
influence purchasing decisions. creating a stronger
their ability to assist customers
connection with the
effectively. This information is
audience
important because it enables agents to
provide informed and aligned service,
fostering customer confidence and
trust in their expertise.
6. TIME MANAGEMENT
Prioritization - Techniques for prioritizing tasks and managing time effectively.
Efficiency Tips - Best practices for managing multiple customer interactions without
compromising service quality.

Effective time management is essential for call center agents to meet daily targets and key performance indicators
(KPIs). Here are key strategies:

ü Prioritize Tasks by Identify and focus on the most important tasks.


ü Customer Focus by understand customer needs and aim for first-call resolution.
ü Use Time Management Tools - Utilize calendar planning sticky notes, energizing and to-do lists.
ü Manage Call Duration via Following scripts and staying focused on resolving issues efficiently.
ü Take Breaks appropriately to regularity and maintain performance.
ü Continuous Learning and Training by Engaging in regular training and act on feedback.
ü Optimize Workflow Use technology and multitask effectively.
ü Monitor and Review Performance via Track of KPIs and self-evaluate regularly.
ü Team Collaboration support and communicate effectively with team members.
ü Set Realistic and achievable goals establish achievable daily targets and allocate time blocks for tasks.
ü These strategies help improve productivity, meet targets, and achieve KPIs in a call center environment.
7. CUSTOMER SERVICE POLICIES
AND PROCEDURES
Company Policies - Overview of key policies relevant to customer service.
Compliance and Confidentiality - Ensuring compliance with company standards and maintaining customer confidentiality.
Customers experience has various emotional moments during their interactions. When a client feels satisfied with the service
and information provided, it reflects positively on the handling process. Always adhere to the established customer handling
procedures to ensure consistent and effective service.
When dealing with excited customers, it's essential to uphold stringent standards and prioritize the confidentiality of their
information.

Maintain High Standards of Service


ü Ensure that every interaction reflects the company's commitment to excellence.
ü Uphold professionalism by consistently delivering courteous and respectful service.
ü Regularly review and adapt to changes in training materials to meet or exceed service standards.

Uphold Customer Confidentiality


ü Adhere to privacy policies regarding the handling of customer information.
ü Store customer data securely and restrict access to athorized personnel only.
ü Reinforce the importance of confidentiality through employee confidentiality agreements.
8. TECHNOLOGY AND TOOLS
Customer service personnel must familiarize themselves with company terminologies and tools like WhatsApp,
hotlines, websites, and social media platforms (Instagram, Twitter, Facebook) to effectively handle customer queries.

This familiarity improves communication clarity, enhances accessibility, streamlines support processes, and contributes
to a positive customer experience.

Staying updated on new tools and features ensures adaptability to evolving customer preferences and needs.
9. PERFORMANCE, FEEDBACK AND
HIERARCHY
Performance should be monitored consistently to ensure productivity, with agents expected to consistently give their best
efforts. Feedback and promotions are heavily influenced by the quality of work and input. Just as an oak tree seed grows into
a large tree, individuals can progress from lower positions to higher ones, highlighting equal opportunities for career growth
and self-development.

Inbound Specialists THE CALL CENTER HIERARCHY


INCLUDES:

Human Resource Ø Call Center Manager overseeing operations.


Call Center Manager
Ø Human Resources managing staff-related
functions.
Ø Training Department providing employee
Call Center Manager Assistant Training Team Quality Facilitators training.
Ø Quality Assurance Facilitator ensuring
service quality.
Ø Team Leaders supervising agents.
Team leaders Back Office Team
Ø Inbound and Outbound Specialists handling
calls.
Ø Back Office Staff supporting operations.
Outbound / Inbound
10. STRESS MANAGEMENT AND SELF-CARE
5. Create a supportive environment where agents
feel comfortable expressing their feelings and
1. Be encouraged to take deep breaths to calm your
concerns. Offer access to counseling services or
nervous system and reduce stress levels, especially during
support groups for those who need additional
busy periods or challenging calls.
assistance.

6. Set achievable goals and prioritize


2. Engage yourself into incorporate physical tasks to avoid feeling overwhelmed,
activity into daily routine, whether it's a quick breaking tasks into smaller, manageable
walk, stretching exercises, or yoga. steps.

7. Be involved in training on stress


3. Teach customer service personnel management techniques and resilience-team-
mindfulness techniques such as meditation or building strategies to empower yourself to
visualization to stay focused and present, even handle challenging situations more effectively.
during stressful situations.

4. Engage in healthy lifestyle choices such as


eating nutritious meals, staying hydrated, 8. A positive work culture boosts morale
getting enough sleep, and avoiding excessive and resilience, making it easier for you to
caffeine or alcohol consumption. cope with stress.
CONCLUSION AND EVALUATION
Opportunity for participants to ask questions and clarify doubts.
Collecting feedback from participants to assess the effectiveness of the training and
identify areas for improvement.

Question Time ?

This training must have great impact both at the place of


work and Self development !!!
THANK YOU
FOR PARTICIPATING
IN THIS TRAINING

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