by  Sebastian Mary

All across town there are cafeterias and lunch counters that want to offer their customers good-tasting, made from scratch pizza each day, without having to make it themselves.  Enter Joe.  Joe is in the wholesale pizza business.  He makes a few types of pizzas in bulk and delivers them each day to to these food service establishments.  Each day his customers place their orders for the next day – how many pizzas of what sort and what time they want them.  They can even place multiple orders for a day – maybe two deliveries during the lunch rush and and another for the mid-afternoon snack crowd.

The key to Joe’s success is to be able to deliver the pizzas they want, when they want them.  His customers insist on getting hot pizza on time and are willing to pay a premium for a reliable, high-quality product.  To this end Joe is putting his money where his mouth is by offering his customers a discount if he is late or delivers the wrong thing.  His Service Level Agreement is more than we need to go into here but basically, if, on average, he is late by more than a few minutes or if, on average, he mis-delivers, his customers get a discount.

This is where things get interesting.  How can he a) collect the data to measure against this agreement and b) report back to his customers on his performance?    Here are some scenarios:

Low tech scenario

Joe’s delivery guys have a delivery receipt on which they record the time of delivery and have it initialed by the customer.  At the end of their shift they return their receipts to Joe’s bookkeeper who keys the information into a spreadsheet.  The spreadsheet has details about each customer and each delivery.

At the end of the month the performance metrics are calculated and the results are used as input into  billing.  A performance report is created out of the spreadsheet and included in each customer’s bill.  The bill can be sent via snail mail or email.

Tech-enabled scenario

Joe’s delivery guys each carry a mobile device capable of accessing files (probably still spreadsheets) on the Internet.   This is easily done with no custom software by using Google Docs, Zoho, Dropbox and the like.  When they make a delivery they note the time of delivery and the name of who received it, online as they complete the delivery.  They still carry paper delivery receipts to get the customer’s initial but they don’t need to go back to the office right away.  Joe’s bookkeeper doesn’t have to key in the data – it is already in file the delivery guy accessed via the mobile device.  Performance and billing calculations are done as in the previous scenario.

Because data is updated on-the-fly on the Internet, it is possible to give Joe’s customers read-only access to the files so they can see Joe’s performance whenever they want, not just at the end of the month.

High-tech scenario

Joe’s delivery guys have a specialized application on their mobile device.  When pizzas are delivered they hit a button that logs the time of delivery.  They then present the device to the customer for signature.    After the customer signs on the mobile device, the data is uploaded to Joe’s system at the click of a button.  Even if there is no coverage, the delivery guys can capture the delivery information and sync it up at a later time.  No paper documents to keep up with, no return trips to the office, no re-keying of information.

Results

You can see, a new small business can easily manage their customers in the low-tech scenario, as long as the number of customers and deliveries stays small.  Once Joe’s business starts to grow, he can move to the tech-enabled scenario without a huge investment.  When he is wildly successful the investment in the high-tech solution will make him much more efficient.

These scenarios really jus tdiscuss applying technology to the “collect” portion of  for Joe’s need to collect, use and report on performance data for his customer’s.   Think about how technology could be applied to the “use” (calculating performance metrics and applying them to billing rules) and “report” parts of the equation!

Would applying technology to your service level agreement process make your small business more efficient?

This will be a short post today to make up for not posting last week.  I’ll get back on track later this week, I promise.

What is keeping you from leveraging today’s technology to provide stellar customer service?  I’ve noticed a trend in the reasons I’ve heard from small business owners and it ISN’T money.  This surprised me because you’d expect the main reason to be cost.  In today’s economy cost IS something to consider and any changes or additions to the technology you use to support your business should be carefully thought out and carefully planned and implemented.

No, the reasons I hear most start like this:  ”I still have to…” or “I would have to change…” or “I want…” – in other words, it is all about the business owner, not at all about the customer.  When I hear sentences that start with these phrases the following questions come to my mind:

When I hear “I still have to…” or “I would have to change…” I wonder, have you taken the opportunity to rethink your operational processes?    You might not need that step any more.  Or I wonder if you really understand the solutions you are considering.  For example, if your response to putting in functionality for customers to self-schedule appointments is “I still have to call them to confirm or change the appointment”, you may need to look at what the services provide.  Most of them allow you to apply rules to the appointments, maybe only existing customers can self-schedule or you can specify dates and times for appointments based on the service selected.  In addition, most of the services include functionality that automatically emails confirmations and reminders for you.
When I hear “I want…” my ears really perk up – this is where it is GENERALLY about you, your sales technique and need to deal with your customer in a way you are comfortable with, your needs and not your customer’s.  When you start with “I want…” keep in mind that today’s culture is getting more technology-savvy and more technology-centric.  Your customers have lots of options on how to interact with business and more and more often they want to choose their communication channels and deal with your business when it is convenient for them.

If you keep thinking “I want…” instead of “They want…so I should…” you may find yourself left behind your more open minded and progressive competitors.

Wow, we are part 5 of the series on how to use technology to improve customer service with your small business.  No foolin!

Today I want to talk about online chat, also known as live chat or click-to-chat.    This is a feature you can add to your website that allows your customers or prospects to choose to communicate with your company real time, using text.  It can be implemented in a number of ways and can provide a variety of service-related benefits to your small business:

• Your customer service folks can be involved in multiple chats, allowing them to help more people at one time than they could on the phone.  Not only can your representatives have multiple chats going at once, you can “can” responses to frequently asked questions and your reps can use them by pressing a single button.   You can increase customer service while reducing operational costs!
• It allows your customer service people to engage in communication that is more conversation-like than asynchronous email.  The number of people that engage in live chat or instant messaging is on the rise so this a communication channel that many are very familiar with.  Finally, while it is real-time and comfortable, it allows for a level of anonymity that some people prefer.
• Customers or prospects that engage in online chat generally have a higher tolerance for waiting for service (but not too long!) – by definition they are online and can easily multitask while they are waiting for answers to their questions.  When they are on hold on the phone they are usually much less patient.
• Most, if not all, live chat implementations allow you to push content, via links, to the recipient.   You can provide FAQs or a how-to videos easily, for example.
• If you have an e-commerce site where you sell a product, most live chat vendors provide “shop with me” functionality that allows you to gently guide your customer thru your site and address any questions.
• You can set up live chat to proactively engage users if they spend a long time on a page or repeat actions that indicate they are having a problem.
• All of the chat conversations are logged and saved to a database.  You can use them identify frequent customer problems or diagnose customer-service issues.

Live chat can provide benefits beyond improved customer service.  Most of the vendors provide functionality that helps you better understand how users interact with your site and to optimize it.  You can proactively engage prospective customers at key place in your site, perhaps speeding up the acquisition or conversion process.

As with any new technology, there are a lot of best practices you can employ to improve your chances of success – just as there a lot of way to screw it up and annoy your customers and prospects.   This is definitely a place where you should get professional help to make sure you are doing the right thing for your business.

If you are interested in learning more about live chat, contact your technical advisor and see if live chat needs a place in your technology plan.

As a small business owner we want to help our customers personally, to meet with them face to face or talk to them on the phone so that we build a connection and a relationship. Unfortunately, sometimes our customers want to help themselves. When you allow customers to help themselves, where it makes sense, you empower them to get what they need when they need it. In the long run they are more likely to come back to you for additional products and services.   It doesn’t have to be an either/or scenario – why not allow them to choose between self-service or in-person service?

So what do I mean by self-service? It can mean different things to different companies:

• As I mentioned in an earlier post, services firms can allow their customers to set appointments online.  You can tell from this post I am a big fan of being able to set appointments online at my own convenience.  It may not always make sense but is something to consider.
• Companies that have a product can include product manuals and warranties online.  This one has become near and dear to my heart lately; I have a 10-year-old son and I probably don’t have to tell you that instructions and new toys/games/whatevers they belong to are soon parted.  Just last night I had to go online to find the instruction manual for the rock-tumbler he got for his birthday.  What a relief!
• Firms that share a lot of documents with their customers can set up portals to allow them access and share documents.  Tools vary in their sophistication and include (but are certainly not limited to) Dropbox, Box.net, Google Docs, Basecamp, et al.
• If you regularly do business with a customer why not present the invoices online?  Any then maybe even PAY online?  Cool, huh?  There are a lot of options for this and it is a topic worthy of its own post so we’ll leave it at that for now.
• Online ordering or online quote capabilities have been around a long time but it is surprising how many companies still don’t use them.  I think the mindset is that they want the prospect to all or come in so they can sell them in person.  Certainly some products and services are too complicated to handle online but, honestly, most aren’t.  I for one will likely look for another service provider if I can’t get at least a semblance of a quote online before I pick up the phone.

As you can see, there are a lot of ways for you to provide service to your customers online.  The additional benefit is that not only will you make your customer’s happy, you’ll reduce the customer service load on your employees, perhaps even freeing them up for other revenue generating task.  Sounds like a good deal all around to me!

Have you considered adding customer self-service to your small business technology plan?

I started to write this post about some other more specific examples of how small businesses can use  technology to improve customer service but some of them were related to a company’s website – and since a lot of companies STILL have awful websites and a few don’t have a website at all, I thought it made more sense to start there.  With the training wheels on.  Next week we can take them off.

A good, relevant website is essential to providing good customer service.  How?  Any time you can provide answers to  your customer’s questions at their convenience you are providing good customer service.  Your website can be accessed from virtually anywhere at anytime, giving your customers (and prospective customers) instant access to the information they need.  Descriptions of services and products, fees and costs, contact information, hours of operation and maps or driving directions are a great start.  If you get a lot of the same questions over and over you can include FAQs.  Testimonials or references from other customers provide prospects with references that they can contact.  If you have service manuals, installation guide, instructions or other documentation, you can allow them to be downloaded from the website.  You can provide video clips or blog articles with educational content.  The possibilities are boundless.

Your website can be a storefront and a vehicle for your marketing and branding but it can also be the hub of your customer service platform.  Once you have the basics covered you can move on to providing even more service online.  A few weeks ago I wrote about providing customer self-service by allowing them to schedule appointments online.  In my next post I’ll expand on this customer self-service theme.  In the meantime, how do you provide customer service online?

In the last post I wrote about how important it is for small businesses to respond to emails from customers and to use it as a communication channel if that is what the customer prefers.  Face it, some people just feel more comfortable with the feeling of distance you get with email as opposed to phone or face to face conversations.  Personally, I like email because I can send and respond asynchronously, at my convenience.

There is another important aspect of email as it relates to customer service that I want to explore today – outbound email. This is where you send email to a customer that are not directly in response to a query or email from the them.

What kinds of email am I talking about?  Email that provides value or information to a customer that is not salesy or annoying.  Assuming your customer has given you permission to send them emails you can send newsletters with educational content, personalized emails with reminders, emails with coupons or specials.  Here are some examples:

• an accounting firm could send out quarterly newsletters with information about tax changes or tips on how to save money on taxes.  They could send out personal reminders when it was time to file quarterly taxes.
• an auto repair business could send out emails when it is time for an oil change, recalls or other routine maintenance.  In these they could provide coupons or services for those specials.
• a hardware store could send out seasonal newsletters that focus on “going green” or weatherizing homes or gardens for the upcoming season.
• a garden center could send out monthly gardening tips
• a hair salon could use email to send reminders for upcoming appointments

There is a marketing aspect to some of these; as a business owner you are hoping that your customer will be reminded about a service or product they need from you.  But beneath all of these there should be a strong vein of customer service, of providing additional incremental value to your customer.  It costs nothing or almost nothing to use Mail Chimp, Constant Contact or Aweber to send out targetted emails to your customers.

Do you use email to improve your customer service?  If not, is it time to look at your technology plan to add it?

This week I am going to start a multi-part (how many parts?  who knows?  Methinks a good number) of posts about using technology to improve customer service.   When I talk about “improving customer service”  I mean everything from reducing your your costs of customer service to providing better quality customer service over a number of channels.  You can see that this is a broad topic and will take a while to cover!  This week I’ll start you off easy with things we all should know…and yet I can give you many examples where even these simplest of processes aren’t followed.

You have to answer the phone.

It is probably safe me for me to assume that virtually all businesses have a phone.  When possible someone should answer the phone when it rings.  I can understand where some small businesses may have a cell phone as their main business number, say for a solopreneur consultant or the like.  In that case it is ok to let the call go to a professional sounding voicemail during meetings or while driving, etc.  Those voicemails need to be checked regularly and returned promptly.  And promptly means THAT DAY if possible.  I recently called a local dog grooming establishment to make an appointment to get my two labs, Jester and Cimarron, bathed.  I got voicemail or an answering  machine.  The first time I called I just hung up (potential lost customer).  The second time I called I left a message (the dogs were really smelly and it was very cold outside).  My message was returned over 24 hours later, late one evening when I couldn’t take the call.  I had to call a third time to make an appointment.  Turns out when I finally got there that my service was adequate and the cost reasonable but I am not in love with this place.  It seems to me that a service establishment like that thrives by keeping their appointments booked – why do they not have someone dedicated to answering the phone?  Why can they not return calls during business hours?  Or better yet, why don’t they look into allowing clients to book appointments online at their convenience?

You have to have email and check and return it regularly.

It boggles my mind that in 2010 there are still some businesses that don’t have email and or don’t integrate its use regularly into their business processes, yet it is true.  Of course, if you are one of those that doesn’t use email, you probably aren’t reading this article either.  I sure hope you have a friend that prints it out for you and either hands it to you or puts it in an envelope with one of those stampy-things.

I believe that small businesses should embrace email; it is convenient for you and your customer.  It allows your customer to reach you when it suits them, even before or after business hours.  When using email keep the following in mind:

• check it regularly, at least at the beginning and end of each day, more if you can.  Go thru all of it and handle it in some appropriate way. I recently responded to an email I received…later when I saw the sender she claimed not to have seen my response.  When I expressed surprise she admitted that she gets hundreds of emails a day and didn’t always get thru them.  In today’s world not getting thru email (or having someone get thru email) is not an acceptable business practice.  Especially when you send an email and are looking for a response!
• Commit to responding within a certain amount of time.  Consider responding to email with an autoresponder that tells your customer when to expect to hear back from you.  For example, an autoresponder might say “Thank you for your email, it is important to us.  Emails received by close of business will be answered that day, otherwise they will be answered on the next business day.”
• Answer customer questions or concerns politely and completely.  Assume that the sender wants to communicate via email or ask them if you can communicate differently.  Nothing is more annoying than to send someone an email and for them to respond with “call me”.  If you need specific information to interact via email, let the customer know what that is.

I know phone and email are so ubiquitous to barely be considered “technology” but we have to start somewhere.  Next week we’ll take a baby step beyond that.  In the meantime, as always, I’m interested in your opinions on this – how do you use technology to improve customer service?