customer service delivery presentation

How A Customer Service Presentation Will Set Your Business Up For Success

Table of contents.

Customer service is one of the most important aspects of your business. You could have the greatest product or be the best price, but if your customer service isn’t up to par, growing your business will be a tough job.

Especially for client/customer-facing roles, strong customer service can not only improve your brand image, but also help retain current clients and gain referrals.

What were saying here is that it’s critical to properly train your employees to deliver consistent and stellar customer service . You might consider creating a training presentation that walks your employees through their customer service responsibilities. Let’s break down the importance of these presentations and how you can set your business up for success.

What Is A Customer Service Presentation?

One aspect of employee training involves walking through what good customer service looks like. Customer service itself is when employees assist and give sound advice to those who buy or use the products or services being offered.

Training your employees on this topic can often be done through a presentation that provides a thorough understanding of good service, how to handle problems and questions, and why customer service is so important.

The slides in the presentation should included relevant and quality information for your employees about customer service and how to deal with difficult inquiries or situations. This will enable them to provide good service when faced with those calls, emails, or interactions with customers.

Here’s an example we created for Sherwin Williams.

Sherwin Williams Customer Education Presentation

What Benefits Will A Presentation on Customer Service Provide My Business?

A thorough understanding of customer service expectations and guidelines in a presentation can set your company up for success in a few key ways, including:

Well Trained Customer Service Representatives

Effective customer service for your customers, helps to build a good reputation.

Customer service presentations are primarily created to inform and educate employees who will be providing service to customers or clients.

When your employees are properly trained in all things customer service, they will be able to deliver exceptional service to your customers. Not only will properly trained employees complete their duties to company standard, it’s peace of mind knowing you have your aces in the right places .

In your customer service training presentation, you should have slides that include overviews and discussions on the following objectives:

Product and Service Knowledge

Communication Styles

Conflict Management/Resolution

Common Consumer Problems

Reasons for Consumer Complaints

Ideas for Cultivating Strong Relationships

Measure of Success

Authority or Hierarchy Understanding

Depending on the tools provided to your employees by your company, you might also include a segment on IT and other customer service tools that the employees will need to work with.

With properly trained employees comes great interactions with your customers.

If a consumer has a problem and they need some to listen to and understand their complaints but your employees aren’t trained in customer service, it can lead to all sorts of problems. Whether it’s on the phone, email, or in person, your customers will expect quality services from your employees.

A customer’s experience can often dictate whether they will return as a customer or point their direction somewhere else. On a financial level, it is more cost effective to keep a current customer than bring in a new one.

Retaining customers and maintaining relationships with them can be done when your customers have a great experience and feel important.

As social media platforms continue to grow in popularity, they have also become platforms for people who want to share their good or bad experiences with a company. Whether it’s through Google reviews , Tweets, TikTok videos, or Facebook posts, words and experiences from customers who visit your store or website can have a huge impact on your business.

Maintaining a good reputation with great service to your customers will go a long way. A good reputation can be built and maintained when you:

Serve customers by putting them first

Avoid increasing conflict

Learn from mistakes

Should My Presentation Be Editable?

As your create your presentation, you should consider the adaptability of the content. An editable presentation deck can benefit your business by adapting to changes in customer service best practices .

Especially if you use apt research when you organize your content, be sure to edit the ppt deck as research evolves and changes.

You Should Always Consider A Custom Presentation

Whether you need sixteen slides or sixty, you should consider having a custom presentation deck created .

With custom slides, you can tailor the content, theme, graphs, and topic to your business. The point is to train your employees on how to deliver service for your specific company and you may have different guidelines than other companies.

What Other Digital Tools Should I Use To Equip My Team?

When it comes to equipping your team and setting them up for success, there are a few other tools you might consider providing your employees. These include:

a personal work computer

ability to download slides from presentation

planners or planning software

e-learning courses on customer service

As a manager or employer, you should consider the ways in which you can work with the people on your team and set them up for success in the customer service department.

Our Final Thoughts On Having A Presentation on Customer Service

A great customer service ppt deck comprises of relevant information, employee guidelines, product knowledge, and department specific slides. Creating slides that reach your employees and that enable them to succeed in their positions is vital for success.

Are You In Need Of A Custom(er) Service Presentation? The Geeks Are Here!

Need someone to create great customer service training slides for your business and employees? The geeks at Presentation Geeks are here to help. We can build your PowerPoint presentation that can help you succeed in your customer service department!

Contact us today to see how we can help!

Author:  Content Team

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10 Ways to Deliver Consistently Great Customer Service

You may have a fantastic product, but if your customer service is unhelpful, unreliable, or just plain hard to get in touch with, folks will hear about it, and you’ll lose customers over it.

That's one big reason why investing in customer service is key to long-term business success.

But what does it mean to provide great customer service, and how can you ensure that every customer has a great experience with your company when they reach out for help? We’ve identified several ways to put your customer service at the top of the game in your industry.

This is a chapter in our  Ultimate Guide to Running a Customer Service Team . When you're ready, check out the other chapters:

Chapter 1 – 21 Key Customer Service Skills (and How to Develop Them)

Chapter 2 – 13 Response Templates for Tricky Customer Service Emails

Chapter 3 – 12 Customer Service Phrases to Use (+ 8 You Should Avoid)

Chapter 4 – 10 Ways to Deliver Consistently Great Customer Service

Chapter 5 – 47 Pro Tips on How to Talk to Customers

Chapter 6 – 107 Customer Service Statistics and Facts You Shouldn't Ignore

Chapter 7 – Go-To Scripts for 16 Tricky Customer Service Scenarios

Chapter 8 – The 16 Best Customer Service Software Platforms for 2024

Chapter 9 – Customer Feedback: Why It’s Important + 7 Ways to Collect It

Chapter 10 – How to Set Customer Service Goals (+ 9 Example Goals)

Chapter 11 – Customer Appreciation Ideas: 17 Ways to Thank Customers

Chapter 12 – 4 Customer Success Plan Templates and How to Use Them

What is great customer service?

Great customer service means following best practices like valuing customers' time, having a pleasant attitude, and providing knowledgeable and resourceful resources, but that you also take things a step further to exceed — rather than just meet — expectations.

10 ways to deliver great customer service

You can use many different methods — and the built-in features of customer service software , shared inbox tools , and help desk software — to delight your customers and have them raving about your support to their friends.

Here are our 10 best ways to deliver great customer service.

Buyer’s Guide to Choosing the Right Customer Support Tool

Tailored to help you identify your customer support needs, this guide will help you find the right solution, simplify your purchase decision, and get leadership buy-in.

1. Know your product

As a customer support agent, you spend all day troubleshooting for customers, and that means you need to be a product expert.

Expansive knowledge of your product is an essential customer service skill. Ideally, you should believe in your product, be able to discuss features and use cases in an insightful way, and show your customers how the product can benefit them — not to mention troubleshoot anything that’s not working right!

Your job is to help your customers get the most out of their purchase and feel like they have gotten true value for their money. Make it your goal to learn everything there is to know about your product so you can amaze your customers with timely recommendations for using new features and services.

2. Maintain a positive attitude

Attitude is everything, and a positive attitude goes a long way in providing excellent customer service.

“The right attitude changes negative customer experiences into positive customer experiences,” says Flavio Martins , VP of Operations and Customer Service at DigiCert, Inc. Since most customer interactions are not face-to-face, your attitude should be reflected in your language and tone of voice.

It’s easy to misinterpret the tone of written communication, and email or live chat can come across as cold. The brain uses multiple signals to interpret someone else’s emotional tone, including body language and facial expression, many of which are absent online.

Don’t be afraid to use emojis to convey warmth and good humor, or pick up the phone if you find an email or chat conversation getting tense.

3. Creatively problem-solve

Over 80% of customers have churned because they experienced bad customer service. That’s why you must thrive on solving problems for your customers and make it a central part of your support role — and there will always be problems to solve.

Everyone has heard of the legendary customer service at Zappos. For example, they once sent a best man free shoes the night before the wedding after his order was sent to the wrong location due to a mistake by the delivery company. Zappos solved a problem and exemplified excellent customer service — they won a customer for life and gave the man a story that he couldn’t wait to share.

Recommended Reading

17 Great Customer Service Examples to Inspire You

Don’t be afraid to wow your customers as you seek to problem-solve for them. You could just fix the issue and be on your way, but by creatively meeting their needs in ways that go above and beyond, you’ll create customers that are committed to you and your product.

4. Respond quickly

66% of people believe that valuing their time is the most important thing in any online customer experience. Resolving customer queries as quickly as possible is a cornerstone of good customer service. Speed should be of the essence — especially for smaller issues that don’t take much time to solve.

That being said — great customer service beats speed every time.

Customers understand that more complex queries take time to resolve. There’s a difference between the time it takes you to respond and the speed at which you resolve their problems. Customers don’t want to languish in a ticket queue, but they’ll spend as much time as it takes to resolve their issue. You should, too.

Get back to your customers as quickly as possible, but don’t be in a rush to get them off the phone or close the ticket without resolving the issue completely.

Use conversation summaries to resolve escalated issues faster

Complex cases often require multiple touchpoints within a company. Whether it’s an engineer providing support for a technical question or a member of your finance team assisting with a billing discrepancy, it’s important to have systems in place to help quickly bring folks up to speed.

Tools like Help Scout’s AI summarize make it easy for any team member — including light users — to generate a bulleted summary of a conversation with a simple click of a button.

Summaries help teammates:

Better understand the context of a customer’s issue.

Review a customer’s conversation history more efficiently.

Avoid getting bogged down with tangential information.

Having access to the most important information up front ensures that your team can provide customers with the best resolution in less time.

5. Personalize your service

40% of customers say they want better human service. That means they want to feel like more than just a ticket number . They get angry when they’re not being treated like an individual person, receiving boilerplate responses, or being batted like a tennis ball to different people.

Customers want to interact with a person — not a company. It’s part of the reason why many businesses send gifts to their customers on their birthdays.

Do you know not only your customers’ names, but also their birthdays? How about their interests or hobbies? Can you make them laugh? It’s obviously not possible to do this for everyone, but going off script and giving the personal touch when you can is an important way to show your customers you know them and you care.

In Help Scout , tickets are called " conversations " to encourage support teams to think about requests in the queue in a more personalized way. So whether you're using Help Scout or one of its alternatives , consider how the support tool you use can help you personalize your support interactions.

6. Help customers help themselves

That said, customers don’t always want to talk to someone to get their problem solved — often, they want to quickly resolve their issue themselves. Among consumers, 81% attempt to take care of matters themselves before reaching out to a live representative. Further research shows that 71% want the ability to solve most customer service issues on their own.

Self-service is a scalable, cost-effective way to make customers happy — that’s the thinking that led to Help Scout's Beacon , which puts help content front and center so customers can find answers right where they are without leaving the page. Then if they’re unable to answer their own question, help from a real person is just a couple clicks away.

7. Focus support on the customer

Your customers are the most integral part of your business, and they come before products or profit. Treat them like they are the center of your world — because they are.

According to Kristin Smaby in " Being Human is Good Business ," “It’s time to consider an entirely different approach: Building human-centric customer service through great people and clever technology. So, get to know your customers. Humanize them. Humanize yourself. It’s worth it.”

Southwest Airlines put this principle into practice in a very memorable way when one of its pilots held a flight back to wait for a customer traveling to a funeral. They put the human before their targets, and that customer will never forget it.

8. Actively listen

Paying attention to customer feedback includes looking back over the data, as well as listening in real-time. Show your customers you hear them when they take the time to speak to you. Listening increases the chances that you’ll hear your customers’ real problems and can effectively solve them, resulting in happier customers.

Listen to what they have to say without pushing your own agenda. Don’t assume that you know what your customer is going to say.

Demonstrate active listening skills; when you’re on the phone or live chat, use phrases like “It sounds like … ” and “Do you mean … ?” or “Let me make sure I’ve got this right.” Make sure you repeat the problem back to them in your own words to show you’ve heard them.

Active listening also means you are mindful of your customer’s unique personality and current emotional state so you can tailor your response to fit the situation. Customer service is not one-size-fits-all.

9. Keep your word

If you promise something, making sure you deliver on it is common-sense customer service. Don’t let your customers down. Keeping your word is about respect and trust.

For example, if you promise an SLA uptime of 99%, make sure you keep to that standard. If you promise to develop a certain feature in your software in a particular time frame, make sure you deliver on that.

When you break your word, like saying you’ll get back to a customer within 24 hours and you don’t, offer something to make up for it. If your customer’s delivery goes awry, offer to replace it and refund their money for their trouble. You might lose some money in the short term, but you’ll gain a loyal customer.

Interestingly, customers do not feel extra grateful when you deliver more than you promised. They do, however, feel angry if you break a promise. It’s still better to under-promise and over-deliver so you can make sure you never break this important social contract.

10. Be proactively helpful

Going the extra mile is one of the most important things you can do to deliver great customer service. This is when you have ticked all the boxes, yet you still want to do more.

Sometimes being helpful means anticipating your customers’ needs before they even have to articulate them. In fact, sometimes customers may ask for one thing without realizing that they really need another. It’s your job to anticipate their needs and provide for them.

When customers feel like you value them — like they’re truly special to you — they’ll keep coming back. This may be linked with the phenomenon of reciprocity in social psychology: If you do something nice for your customers, they will want to do something in return — like buy your products!

Sending them a small gift “just because,” or giving them a rare promotional code, will speak to your customers’ egos and demonstrate your genuine appreciation of their business.

Nashville’s Gaylord Opryland hotel delivered truly helpful customer service when a customer asked them where she could buy a particular alarm clock they had in her room. The hotel gave her one as an unexpected parting gift, winning them one very delighted customer.

Customer service tips by business type and industry

B2B customer service

B2C customer service

SaaS support

Customer service in healthcare

Startup customer service

Customer service in education

Financial services customer service

Small business customer service

Customer service in nonprofit organizations

Ecommerce customer service

Growing your business by providing great customer service

All of the elements above combine to produce great customer service. It’s great customer service that keeps your customers loyal to you and your business — and that earns you a reputation for being helpful and a pleasure to work with.

Customers want to be treated like people, not a number in a ticket queue. Humanize them, and humanize yourself, for customer service-driven growth.

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Catherine heath.

Catherine is a content writer and community builder for creative and ethical companies. She is often writing case studies, help documentation, and articles about customer support. Her writing has helped businesses to attract curious audiences and transform them into loyal advocates.

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Service Delivery Management

It seems that you like this template, service delivery management presentation, free google slides theme, powerpoint template, and canva presentation template.

Having a good control over the management of the services provided by a company is essential for the proper functioning of the company, as the professionals who oversee this task care, let's say, that the clients are happy. Do you know what can also make your day and make you happy? A presentation to collect all the necessary tasks for the service delivery management! So, you can use this template designed by Slidesgo team, full of illustrations and necessary sections to talk about this topic. All you have to do is to download this design and add your information!

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• 100% editable and easy to modify
• 33 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Uses illustrated concepts from Storyset : editable color, different backgrounds, animated illustrations
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
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• Includes information about fonts, colors, and credits of the resources used

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Home PowerPoint Templates Models Service Delivery Model PowerPoint Template

Service Delivery Model PowerPoint Template

The Service Delivery Model PowerPoint Template presents three models to improve the operational efficiency of businesses. The users can choose from these diagrams to present a suitable service delivery approach for an organization. Its purpose is to increase productivity while reducing costs and improving processes through technology and innovation. These diagrams can help translate success and failure in terms of delivering services on time, on budget, and to specifications. The service delivery models present the following:

• Outsourcing Model of Service Delivery : The 4 key elements of successful delivery are service culture, service quality, employee engagement, and customer experience.
• Gaps in Service Delivery Model : A framework that helps understand customer satisfaction.
• Strategic Transformation Service Delivery Model : Impact of service delivery on a business plan.

The PowerPoint service delivery diagram could be used together to discuss the product and service delivery system. All three diagrams are flat PowerPoint shapes with infographics to represent components of the model. These slides display multi-layer process diagrams and text placeholders to describe important elements of each component. The users can simply edit text with business-related textual content and present a service delivery framework.

The Service Delivery Model PowerPoint Template helps service industry to analyze and improve customer experience through excellent service. This service delivery PPT presentation template of service delivery models will enable presenters to describe strategies and tools to execute them. Therefore, PowerPoint diagrams of Service Delivery Models are useful for training presentations .

Alternatively, you can download other service delivery management presentation templates, compatible with Google Slides & PowerPoint.

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How to improve customer satisfaction in a powerpoint presentation.

Are you struggling to keep your audience engaged during PowerPoint presentations? Do you want to leave a lasting impression on your clients? Look no further, as this article will guide you on how to improve customer satisfaction in your presentations, leading to increased interest and better results.

What Is Customer Satisfaction?

Customer satisfaction refers to the level of satisfaction a person feels after using a product or service. It encompasses the customer’s perception of the value received in relation to their expectations. Factors such as product quality, service delivery, and overall customer experience contribute to customer satisfaction. Understanding what customer satisfaction is is essential for businesses to identify areas for improvement and maintain customer loyalty.

Why Is Customer Satisfaction Important?

Customer satisfaction is vital for the success of any business. When customers are satisfied, they are more likely to return, refer others, and leave positive reviews. This, in turn, can lead to increased loyalty and a higher customer lifetime value. It is also crucial to understand the importance of customer satisfaction in order to identify areas for improvement and improve overall business performance.

How Does Customer Satisfaction Affect Business?

• Customer Retention: Satisfied customers are likely to remain loyal, leading to repeat purchases and long-term relationships.
• Positive Word of Mouth: Happy customers act as brand advocates, attracting new customers through recommendations and positive reviews.
• Increased Profits: Satisfied customers contribute to higher sales, enhanced brand reputation, and reduced marketing costs.
• Reduced Churn Rate: High customer satisfaction lowers the likelihood of customers switching to competitors, thus reducing churn rate.

To understand the impact of customer satisfaction on business, it is important to consider how it affects various aspects such as customer retention, positive word of mouth, increased profits, and reduced churn rate. To achieve these benefits, businesses should focus on consistent quality, exceptional service, competitive pricing, and continuous improvement based on customer feedback.

What Are the Factors That Influence Customer Satisfaction?

When it comes to customer satisfaction, there are various factors that can greatly influence a customer’s perception of a product or service. In this section, we will discuss the key elements that can impact customer satisfaction and how they play a role in creating a positive customer experience. From the quality of the product or service to the level of customer service, we will uncover the different factors that businesses must consider in order to improve customer satisfaction.

1. Quality of Product/Service

• Conduct market research to gain insight into customer needs and expectations regarding the quality of our products and services.
• Implement quality control measures to maintain consistency and reliability in our offerings.
• Train employees to provide high-quality service and effectively address any product-related inquiries.
• Solicit feedback and reviews from customers to identify areas for improvement in our product and service quality.
• Regularly update and innovate our products and services based on customer feedback and industry trends, ensuring the highest level of quality.

In a similar approach, a local bakery improved the quality of their products by sourcing organic ingredients, resulting in a significant increase in customer satisfaction and loyalty.

2. Customer Service

• Train your staff to be empathetic and attentive towards customers.
• Implement a system for swift resolution of customer issues.
• Establish clear communication channels for efficient customer support.
• Personalize the customer experience to build strong relationships.
• Solicit and take action on customer feedback for continual improvement of services.

In 1909, Harry Gordon Selfridge, an American retail magnate, revolutionized the concept of customer service by introducing the motto ‘ The customer is always right ‘ at his department store in London. This set a new standard for businesses to prioritize the needs and satisfaction of their customers.

• Understand market pricing and customer expectations.
• Offer transparent pricing with no hidden costs.
• Provide value through competitive pricing strategies, taking into account the crucial factor of 3. price.
• Implement loyalty programs or discounts for returning customers.
• Regularly review pricing strategies to stay competitive and profitable, keeping in mind the importance of 3. price in influencing customer satisfaction and purchase decisions.

Did you know that 3. price is a crucial factor influencing customer satisfaction and purchase decisions?

4. Brand Reputation

Brand reputation is crucial when it comes to customer satisfaction. A positive brand image, based on reliability and trust, promotes customer loyalty and contentment. When a brand consistently follows through on its promises, customers are more likely to support the brand and remain satisfied with their experiences.

In 1985, Coca-Cola introduced New Coke , which received significant backlash due to its altered taste. This had a negative impact on the brand’s reputation, resulting in customer dissatisfaction and a decline in sales.

5. Convenience

• Location: Ensure convenient access to your products or services through multiple channels and extended opening hours.
• Communication: Provide clear and concise information about your offerings, policies, and procedures to make things more convenient for customers.
• Technology: Implement user-friendly online platforms and mobile apps for seamless transactions and interactions, adding to the convenience factor.
• Feedback: Act on customer feedback to streamline processes and enhance overall convenience.

In the early 20th century, the introduction of self-service supermarkets revolutionized convenience for shoppers, allowing them to independently browse and select items, reshaping the retail landscape.

How Can You Measure Customer Satisfaction?

In order to improve customer satisfaction, it is important to have a way to measure it. This section will discuss various methods for gauging customer satisfaction, including surveys, Net Promoter Score (NPS), and customer feedback. By utilizing these tools, you can gain valuable insights into the level of satisfaction your customers have with your products or services, and make necessary improvements to enhance their overall experience.

• Establish the objectives of the survey and identify the specific information that you wish to collect.
• Create clear and concise questions that align with the objectives.
• Choose the most suitable survey method, whether it be phone, email, or online platforms.
• Take into account the timing and frequency of the survey to ensure accurate feedback is captured.
• Analyze and interpret the survey data to pinpoint areas that can be improved upon.

2. Net Promoter Score

• Understand Net Promoter Score (NPS): Familiarize yourself with the NPS system and its scale from 0 to 10, which is used to measure customer loyalty and satisfaction.
• Survey Implementation: Utilize NPS surveys to gather customer feedback by asking the ‘likelihood to recommend’ question.
• Segment Responses: Categorize responses into promoters, passives, and detractors based on their rating.
• Analyze and Act: Regularly analyze NPS results and take action to enhance customer satisfaction, with a focus on detractors in order to convert them into promoters.
• Continuous Improvement: Use NPS as a continuous improvement tool, tracking changes in scores over time.

3. Customer Feedback

Customer feedback , a crucial component of ensuring customer satisfaction, can be gathered through a variety of channels including surveys, online reviews, and direct communication.

How to Improve Customer Satisfaction in a PowerPoint Presentation?

When giving a PowerPoint presentation, it is important to not only convey information but also engage and satisfy your audience. In this section, we will discuss five key strategies for improving customer satisfaction in a PowerPoint presentation. From understanding your audience to using visual aids and incorporating a call to action, these techniques will help you create a memorable and effective presentation that leaves your audience feeling satisfied and informed.

1. Know Your Audience

• Evaluate the demographics, interests, and knowledge level of your audience.
• Understand the needs, preferences, and expectations of your audience.
• Adapt the content, tone, and delivery method to resonate with your audience.
• Anticipate potential questions or concerns and address them proactively.
• Ensure the presentation aligns with the audience’s objectives and values.

2. Use Visual Aids

• Utilize high-quality images and graphics to enhance understanding and retention.
• Include charts and graphs to effectively present data and statistics.
• Incorporate videos or animations to engage and illustrate complex concepts.

When creating a PowerPoint presentation on improving customer satisfaction, visual aids play a crucial role in capturing and maintaining audience attention.

3. Tell a Story

• Craft a narrative with a beginning, middle, and end to illustrate a customer’s journey.
• Personalize the story by incorporating relatable characters or situations.
• Highlight challenges faced by the customer and how your product/service resolved them.
• Use visuals to enhance the storytelling experience and evoke emotions.
• End with a satisfying resolution that emphasizes the positive impact of customer satisfaction.

To captivate your audience, infuse your presentation with engaging anecdotes and captivating storytelling techniques, ensuring a memorable and impactful delivery.

4. Use Data and Statistics

Utilizing data and statistics is essential for improving customer satisfaction. By analyzing customer feedback, purchase patterns, and demographic information, businesses can identify areas for improvement.

For example, tracking customer service response times and resolution rates can reveal operational inefficiencies. Additionally, utilizing statistical models can help predict customer behavior and personalize offerings.

Presenting these insights in a PowerPoint presentation can effectively demonstrate the impact of data-driven strategies on customer satisfaction.

5. Include a Call to Action

• Evaluate the desired action: Determine what specific action you want your audience to take.
• Create a sense of urgency: Encourage immediate action by setting a deadline or offering limited-time promotions.
• Provide clear instructions: Clearly outline the steps your audience needs to take to fulfill the call to action.
• Use compelling language: Use persuasive and compelling language to motivate your audience to act.
• Offer incentives: Provide incentives to encourage your audience to respond to the call to action, such as discounts or free trials.

In 2007, during the launch of the iPhone, Apple included a call to action in their marketing campaign, urging customers to ‘Experience the iPhone today at your nearest Apple Store.’ This call to action prompted a surge in customer engagement and sales.

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Home / Business / Top 10 Free Customer Service PowerPoint Templates for Business Professionals

Top 10 Free Customer Service PowerPoint Templates for Business Professionals

Do you have an upcoming business presentation? Is the deadline ticking down to the day of your speech? Or perhaps, you want to win your audience’s interest and gain some new clients?

Whatsoever could be the reason for your next presentation. Creating a presentation for best business results could be really nerve-wracking, especially when it can be a key differentiator between winning a client or losing out to a competitor.

“Building a good customer experience doesn’t happen by accident. It happens by Design.” – Clare Muscutt .

What makes your business unique? What factor add value to your business that influences your customers to opt for your brand instead of your competitors?

In today’s tremendously competitive world, exceptional customer service guarantees to win over your competitors. Organizations that fail to calibrate with market trends suffer losses and eventually vanish. To conquer the market, outshine competitors, and achieve milestones, you need to have a strong client base. Therefore, customer service plays an influential role in making the brand leader among the niche players.

Customer service is often underdetermined or under-valued even though it is the sole link between the clients and business. When you have top-class customer experience, it guarantees success and seals your corporate fate.

Best Customer Service PowerPoint Templates

If you are hunting for PowerPoint presentation templates that give your business presentation a great starting point? Here, you will find the best customer service PowerPoint templates, including both free and premium, which you can download to feature the importance of customer service to your team or stimulate the client’s attention. Now get ready to communicate your business ideas with professionalism and impact supported by the guidance of a business mentor

A great team is the core of a successful project or a business. Oftentimes client wants to know skills and core-competencies of the team with this free meet-the-team presentation template you can introduce your team in a style.

Before signing any deal your clients should be aware of your terms and conditions and business policies. Download this free contract signing template and highlight the important aspects of the business in an appealing way.

Business presentation often after sometimes turns to be boring.  Take a break and play some fun games with your audience. This free Jeopardy game template will be perfect as your audience can try their luck and win some exciting prize.

Testimonials or reviews by customers can be great for better customer service, as they can get idea about your product and help them in purchase decisions. With this client testimonial template, you can give a review of your audience in an appealing style.

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Customer service is a broad term; it involves interaction with clients, representing a company, and much more. Whether it’s before, during, or after-sales, customer service’s goal is to satiate the customers’ needs. And that’s extremely crucial. For that reason, a customer service executive needs to be constantly trained. These customer service training PowerPoint templates will help you train your executives and educate them about the best approaches to resolve conflicts.

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When you want to draft a sales presentation representing your audience about your existing products, services, teams, etc. This PowerPoint customer service template turns to be the best option. This pitch deck template comprises 24 templates, including agenda templates, data-driven graphs and charts, timeline designs, maps, and much more. Download these captivating presentation slides for just $21.

A presentation is all about interesting information and catchy visuals. Finding the exact templates for your presentation is the initial step towards creating a powerful slideshow. Visuals give your presentation the boost you need for a powerful presentation. But you need to do research and gain some knowledge about the best presentation templates. The more you master how to picture your ideas, the more successful your presentation will be.

Here we have added an upshot of all the best Free and premium customer service PowerPoint templates you need to download in 2021.

Which presentation template do you like the most? Did you find the best templates for your next assignment? Let us know which one you downloaded. If you have any other favourite PowerPoint template, let us know in the comments section.

About The Author

Priyanshu Bharat

Priyanshu is a copywriter who loves to tune into what makes people tick. He believes in presenting his ideas with flair and wit, which has made him an expert at standing on stage and charming the pants off of any audience he's faced with. Priyanshu lives for learning as much as he can, so if you ever need help understanding something - just ask!

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The Ultimate Guide to Training for Customer Service & Support

Turn your customer service team into a competitive advantage and engine for growth with these training ideas and tools.

FREE DOWNLOAD: CUSTOMER SERVICE TRAINING MANUAL TEMPLATE

Train and onboard your new customer support hires with this customizable template.

Updated: 04/17/24

Published: 05/18/23

Customer service training is essential if you want to retain customers for the long term, reduce employee churn, and create a successful customer-centric company. But how do you begin training your reps to provide remarkable support?

We've compiled this guide to answer that question. After all, 90% of Americans say customer service plays a significant role in choosing a company.

Exceptional customer service is an absolute must if you want your company to succeed and thrive in years to come.

In this post, you'll learn how customer service training benefits your business, when different types of training come in handy, and what materials you'll need to execute a training program.

By the end, you'll walk away with a comprehensive understanding of customer service training.

What is Customer Service Training?

Why is Customer Service Training Important?

Types of Customer Service Training

Customer Service Basics and Soft Skills

Free Customer Service Training Materials

What is customer service training.

Customer service training is the coaching that employees receive to improve support and satisfaction among customers. A strong customer service training program includes exercises for improving interpersonal communication, product knowledge, conflict resolution, crisis management, and more.

There are lots of types of customer service training . However, this training is typically an iterative process that involves teaching skills, competencies, and tools needed to better serve customers.

Any employee interacting and dealing with customers is a good fit for customer service training, regardless of their seniority or experience level.

Because your customers are your best growth opportunity, every employee should work hard to keep them happy — as marketers, executive assistants, management, or customer service representatives.

Nowadays, customer-facing teams are labeled many different things: customer support, customer success , or customer service . For this article, we'll refer to customer service when discussing service and support training.

Free Customer Support Training Template

Train and onboard your new customer support hires with this downloadable template.

Training Timeline

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Who should be part of your customer service training.

Everyone in a customer-role should be a part of your customer service training. While not everyone in such a position is in the customer service department, they should all have familiarity with your core customer service philosophy and participate in training programs that reinforce those principles.

Why is customer service training important?

What experiences stood out to you more as a shopper: marketing tactics or customer service? Most likely, the latter.

Customer service is a company's opportunity to connect with customers, solve problems, and show they care.

And when customer service is executed well, it can resonate with customers for years. Afterall, people are more likely to return after a positive customer service experience.

That's why training your customer support team is just as important (if not more) as training your marketing or sales teams. Service experiences are what stick with your customers and inspire reviews and word-of-mouth advertising.

Here are a few of the reasons you should invest in a customer service training program.

1. Happy customers become brand advocates.

It's not uncommon for businesses to view their customer service teams as an afterthought. Once a consumer becomes a customer and pays for your product or service, the hard work is done, right? Wrong…

Happy, delighted customers come from excellent service and are your best advocates — even better than your most talented marketers.

Here's why it matters: 94% of people recommend a company with "very good" service, and buyers are 92% more likely to buy after reading reviews.

With this in mind, you can see how your current and past customers are your top bet for bringing in new business.

Customer service can be one of your strongest marketing strategies. Meeting and exceeding customer expectations isn't optional. It should be a top priority.

2. Remarkable customer service is a competitive advantage.

One of the easiest ways to stand out among your competition may surprise you. It's delivering excellent customer service that makes it easy to choose your company over others in your market.

If you normally have great service, 75% of people are more likely to forgive you for a bad experience. And conversely, if they think your service is poor, only 15% of people are likely to stick around.

That's why providing top-notch customer service — and training your reps to provide that service — is essential for gaining an edge over your competition.

Ultimately, a great customer service training program can help you create a strong reputation so your company becomes the obvious choice when people are looking for options in your niche.

3. Great customer service increases retention.

Customer service is a key player in the game of customer retention .

Think about it. If a customer has a pressing question about your product, what would make them happy and willing to stick around? A generic email response or a personalized, well-researched answer from a service representative dedicated to their success?

The latter will win more brownie points.

More importantly, three-quarters of consumers expect personalized experiences.

So when your customer service training program ensures that your frontline team members understand why it's important to personalize every engagement, your company wins big.

Better yet, this customer might 1) be satisfied with their interaction with your company and customer service team and 2) go on to recommend your business, products, and services to their friends and colleagues.

That's why customer service training is so important. You're training your employees to deal with some of the most influential people in your life: your customers. (Sorry, family.)

4. Service reps can feel more empowered to handle difficult situations.

35%  of customers have experienced feelings of anger or frustration during their interactions with customer service representatives. Through training, reps learn how to manage customer expectations, de-escalate conflicts, and turn negative experiences into positive outcomes.

Not everyone has had experience dealing with conflict, or if they have, they know that not every conflict can be solved with the same solution. Proper service training demonstrates specifc scenarios and context that they can benefit from knowing before they have to think on their feet.

This not only improves customer relationships but also equips reps with the tools to navigate challenging interactions and reduce stress among employees.

5. Service training demonstrates commitment to professional development of reps .

33% of U.S. hiring managers anticipate employee turnover at their company to increase in the next year, costing an average of  $36,295  (e.g., cost to rehire, lost productivity) annually. Creating a culture and system that prevents turnover and encourages retention could make all of the difference.

When reps receive ongoing service training and support, they are more likely to feel valued and motivated in their roles, leading to higher job satisfaction and loyalty to the company. This focus on employee development and retention ultimately contributes to a more stable and productive customer service team.

Fostering a supportive and engaging work environment looks like a company that encourages personal growth.

Hiring vs. Training Customer Service Candidates

At this point, you might be asking, Why can't I just hire the right people from the get-go and leave it at that?

Well, you should always hire the best fit for each role, customer service included. But hiring skilled people and thinking the job is done is doing a disservice to both your team and your customers.

Regardless of how talented your new employees are, teaching customer service skills is essential if you want your reps to effectively represent your company.

It's also critical to help them understand your methodology so they know why you take a specific approach and can confidently serve your customers with that reasoning as their North Star.

And even the most experienced team members can use a refresher from time to time. In addition to people's expectations and the world itself changing rapidly, it's good to revisit skills and techniques with fresh eyes.

Take HubSpot's content team, for example. We were hired because we know how to write, but when we started, we weren't simply handed a laptop and told, "Now, go type a bunch of stuff." Instead, we received training on HubSpot's style guide, how to represent the company and brand online, and how to ensure every piece of content meets all of the quality standards.

The same goes for your customer support and service folks. Of course, you're going to hire highly-skilled people.

However, that doesn't negate the importance of onboarding new hires and training them to be part of a team with a bigger goal — serving and delighting your customers.

Hiring for Customer Service

While training for customer service is the main topic here, let's take a slight detour and discuss hiring for customer service, too.

The right hires help you build a strong foundation for your customer service team. And your hiring process is how you can ultimately ensure that your team is receptive to your training.

While some skills and strengths can be taught or fine-tuned through the different types of customer service training, there are some attributes your team members must have upon hiring.

No software, training exercises, or tools can compensate for gaps in these areas.

Skills To Look for When Hiring for Customer Service

Here are some skills to look for — even if just a hint — while interviewing and screening customer service candidates .

1. Emotional Intelligence

Your customer service team deals with a variety of customer problems, some that you can forecast, and some that no one can predict.

The true heart of customer service beats with the ability to patiently listen, decipher someone else's problem, and empathize with them .

Unfortunately, this skill doesn't come naturally to everyone, nor is it something everyone can master in training.

Emotional intelligence is all about how you relate to other people. And, since this is central to excellent customer service, you want to ensure your hires have this skill before bringing them onto your team.

One way you can gauge emotional intelligence is by asking: "Can you tell me about a time you tried to do something and failed?"

2. Good Communication

If your candidates can't answer an interview question, how would they communicate with your customers (who most likely have much higher expectations than you)?

Customer service training can teach new and improved communication techniques. However, new hires should be able to showcase the ability to simplify complex topics and teach others new skills.

To gauge good communication skills, ask questions like: "How would you explain a complicated technical problem to a colleague with less technical understanding?"

3. Resourcefulness

Resourcefulness is the difference between responding to a problem with "I don't know" and "I will find out." Problem-solving skills, initiative, and creativity are just a few competencies that align with resourcefulness.

While these skills can be cultivated through customer service training, your candidates should display some resourcefulness — or at least a willingness to try to figure things out on their own.

To gauge resourcefulness, ask questions like: "Describe a time when you faced a significant obstacle to succeeding with an important work project or activity. What did you do to solve it?"

While passion isn't quite a skill, it's fundamental to going above and beyond in the customer service field.

Delighting your customers and turning them into superfans of your company means that your support team should have a sense of excitement and passion for the success of both the company and the customer.

Your candidates might not have a strong passion for your company just yet. Truthfully, it may never be their top passion in life.

However, they should be passionate about working with people — specifically, your customers — and helping others solve their problems.

To gauge passion, ask: "When have you been most satisfied in your work at your previous company?"

If hiring the right candidates is like planting seeds in the right soil, training your customer service team is like cultivating and growing your garden to its maximum potential.

To continue the analogy, satisfied customers are the bountiful harvest at the end of the season.

With that in mind, let's dive into training for customer support and service.

Customer service training ensures that your team can adapt to all kinds of different situations.

After all, when your team understands the key principles that guide your customer service philosophy, they're better able to apply that knowledge to every customer encounter.

While the concept of customer service training is to train your team to serve and delight, specific training methods and practices vary based on your company, your employees, and a variety of other factors.

Let's break down a few instances where you might conduct customer service training and what you can expect as a hiring manager or owner.

1. New Hire Customer Service Training

As with any new role, the first month or two of training can dictate an employee's long-term success with your company. Customer service training for new hires isn't any different and should be an essential part of onboarding.

This specific type of training will help new employees acclimate to a new job, company, and culture and ensure they're ready to communicate with your valuable customers.

The steps of new hire customer service training involve:

Acquainting the Team

Your customer service team should be, well, a team. They need to work together to serve customers and handle problems. This means you must establish and maintain agility by introducing and involving new hires from the get-go.

Some examples of doing this include:

• Scheduling a team lunch on your new hire's first day.
• Ask experienced team members to provide an office tour.
• Make the first day or two all about team building.

The bottom line is that when your team has time to connect, they can form a bond that makes it easier to work together. And it helps new employees acclimate and feel more comfortable in their roles.

Establishing Expectations

New hires should know what's expected of them during training and in their first month of work.

Setting clear expectations upfront minimizes confusion and allows new employees to understand their responsibilities. It doesn't serve anyone to be loosey-goosey on expectations.

Some examples of this include creating:

• A new-hire training guide including activities to expect during training and what responsibilities they'll have during their first few months.
• At-a-glance checklists and scripts for core activities they might encounter or perform daily.
• A weekly schedule of meetings.
• A manual that outlines how to perform key aspects of their job step-by-step and a list of internal resources for more information — whether colleagues, reading materials, or even file locations.

Equipping your new customer service hires to do their jobs sets them up for success. Think of this as giving them a set of training wheels they can return to at any time.

Rome wasn't built in a day. If you don't have all of this yet, you don't have to create it immediately. Instead, you may start with one or two of these things and build as you go.

Setting Up Tools

Could we even do our jobs without various tools, software, and digital subscriptions?

Probably not, and neither can your new employees. Before training, set up your employees with the apps, tools, and memberships they need to communicate and collaborate with the team .

Looking for an example of how to do this?

Consider creating a checklist of all the apps and logins they need, so you can be sure to set them up for success. As you check off each item, add the username for each to the list so they have a quick reference guide for tools.

Introducing the Company and Product (or Service)

To best serve your customers, your customer service team needs to know your company and product or service offering better than anyone.

• Providing your hires with a one-page overview of the company, including the brand story, core values, guiding philosophies, and a list of key leadership and colleagues.
• Creating a "say this, not that" brand voice guide to make sure new hires build a consistent customer experience.
• Setting aside time for dedicated product training so that your new hires can learn your product(s) so well they could teach others.
• If bringing on multiple new hires, having them take turns "teaching" each other.

2. Regular Customer Service Training

Whether your customer service team has been around for six months or six years, they should still undergo regular training. Consider revisiting this every quarter, half-year, or year, depending on what works best for your company.

What this training looks like depends on your company. However, here are a few regular customer service training examples.

Skills or Competence Check-In

Just as you'd conduct a routine performance review, a quarterly or half-year training is good practice for your customer service team.

Skill-based training is ever-evolving based on trends in the outside world, customer expectations, and new developments in your offerings.

What's more, certain skills can erode if not maintained over time. Conducting routine training keeps everyone on the team aligned, fresh, and doing their best work.

Best Practices Workshops

Some teams find that a monthly customer service workshop is a great way to keep a finger on the pulse of what's happening while ensuring your team stays fresh.

Going into these meetings with an agenda is a great way to ensure they are productive and stay on track. Sending a request for topics a few days before is also a good idea.

Your agenda might include:

• Identifying trends in problems as well as customer feedback.
• Discussing how to handle these problems successfully.
• Role-playing solutions to these problems.
• Asking for additional input.

Ultimately, this gives you regular check-ins with your team and ensures they know how to handle relevant common themes.

Team-Building Exercises

While working in customer service can be rewarding, it can also be tough. Those difficult days can take a toll on employees and their team relationships.

Routine team-building activities and training can help maintain strong relationships.

This gives your employees a chance to have fun, while simultaneously resolving challenging distractions so your employees can focus on their jobs.

Some examples of team-building exercises can include:

• A compliment circle, where every customer service employee compliments another on something, whether how they handle specific situations or a general approach.
• A brainstorming session where everyone brings a few ideas for improving things. These can range from adding a new Slack channel to streamlining customer service.
• A scavenger hunt. Whether online, in person, or hybrid, these are great ways to build relationships with small groups.
• Lunch-and-learns about new topics, whether personal or professional development.
• Cooking classes, whether virtual or in person.

3. Emergency or Time-Sensitive Customer Service Training

Sometimes, customer service training can't be planned. Perhaps there's a product recall, a major rebranding, or a national advertising campaign.

This type of customer service training can also result from news breaking in your industry that may have your audience taking notice, even if it doesn't directly involve your company .

Because 90% of customers rate an "immediate" response as important, you must prepare your front-line employees (your customer service team) to take calls, answer questions, and resolve conflicts.

Emergency customer service training is all about equipping your team with everything they need to know to do their job and help your audience.

Here are examples of how you can deliver urgent customer service training.

In Times of Crisis

During a recall, crisis, or company emergency, your customer service team should be updated on all events and trained on how to respond.

Because your audience will be concerned, full transparency is strongly encouraged. Your team needs to be aware of the problem and your solution, or how you are approaching the solution .

Share how you'll send out updates. These trainings should be a top priority on everyone's calendar. You can better ensure complete organizational alignment when you can train your team.

To give you a real-world example, when news breaks of an online data breach, even if it's not your company, your customers may worry about the security of their data and may reach out in a panic.

If your team can speak to the problem, how you're being proactive, and where customers can go for updates or more information, you can ensure more positive experiences with your company.

Product or Company Updates

This type of customer service training is less of an emergency but is just as time-sensitive.

Whether you release a product update, run a major marketing campaign, or alter your website, your customer service team should complete training on these updates and be equipped to handle any customer questions or concerns.

For example, our customer service teams receive new training materials in the months leading up to HubSpot's annual INBOUND event.

These resources give employees the most up-to-date information on any new products that'll be announced at INBOUND — which can be upwards of four or five major product releases!

Your customer service teams should be looped in on company updates or changes so customers aren't blindsided when they have questions.

4. Customer Service Phone Training

Today, 48% of customers want to communicate with companies via phone call for customer service. Based on this, training reps knowing how to provide a delightful experience via phone call is critical to your success.

Here's what you should focus on in terms of phone training:

• Maintaining a positive tone and attitude throughout the call.
• Remaining calm and professional, even on difficult calls.
• Speaking slowly and clearly.
• Asking customers clear and direct questions that help reps come to an effective solution efficiently.
• Presenting solutions in a way that will make sense for each individual customer.
• Using verbiage that's representative of your brand.
• Being an active listener.
• Always showing empathy and authenticity.
• Staying in control of the conversation and leading the customer towards an effective resolution.
• Making sure customers don't have any other questions or concerns before hanging up.
• Thanking the customer at the end of the call.

An example of customer service phone training includes setting up a series of role-play scenarios where one person is a customer with a problem, and the other is a customer service rep deciphering the problem, empathizing, and offering resolution.

In addition to role-play, scripts are helpful when it comes to solving specific problems.

Alternatively, because word-for-word scripts can sound impersonal, you might also consider offering bullet points your team members can use in their responses.

5. Live Chat Customer Service Training

Live chat is one of the up-and-coming customer service channels because it delivers the immediacy customers require. More than half of millennials prefer live chat, as it allows you to offer a personal touch with speed and convenience.

As the largest generation in U.S. history, millennials represent a huge percentage of your buyers, so live chat customer service training is necessary in today's world.

Fortunately, live chat training can resemble phone call training with scripts and bullet points your team members can use.

Being a customer service representative is challenging.

There are some basic ways to teach customer service to your reps to ensure they have the skills they need. Remember, their goal and yours should be the same — effectively serving and delighting customers.

You can separate these skills into different categories — which we'll review momentarily — so you can easily focus on teaching and building them with your reps.

Let's take a look.

Customer Service Basics

• Interpersonal Skills: Customer service reps should be positive and empathetic when communicating with customers.
• Clear Communication: Customer service reps should be able to succinctly explain complex concepts to customers.
• Assertiveness and Directness: Customer service reps should be confident when interacting with customers.
• Product Feature and Application Knowledge: Customer service reps should know the product inside and out.
• Crisis Management Skills: Customer service reps should know how to effectively handle negative situations.
• Team-Building and Camaraderie Skills: Customer service teams should have a strong sense of community to increase employee retention.
• Customer Advocacy and Success Skills: Customer service reps should be able to champion their customers.
• Conflict Resolution Skills: Customer service reps should know how to de-escalate negative situations with customers.

Ensuring your reps learn the following customer service basics and soft skills will make all the difference in your company's growth.

Your employees face customers every day. Customers will judge your business based on interactions with your people and your reps' behavior.

Only with thorough training in critical areas can your customer service representatives confidently deal with customer issues and turn angry customers into satisfied ones.

Let's dive into each of the customer service basics and soft skills your reps need to succeed in their roles.

1. Interpersonal Skills

For effective customer service, reps should look inward and focus on interpersonal skills critical to fostering positive and trustworthy customer relationships.

Positivity isn't just about smiling. It's also about keeping your language upbeat and promising so customers remain positive.

The last thing you want to do is introduce a new negative idea that leaves your customers more concerned than when they first called.

Whether your team serves customers via social media, email, chat, or the phone, train them to replace negative words with positive ones.

For example, instead of saying, "I'm afraid that…", teach your customer service team to start sentences with, "I'd love to help…". This keeps the response in a positive light while remaining honest with customers.

Positivity Training Exercise

• Jot down five to 10 negative customer service responses and ask your team to rewrite them as positive statements. They can work alone or in small groups or pairs.
• Divide your team into pairs and give each pair two problems to role play, so each person can play the role of customer and rep. Have the customer for each problem pay attention to negative words and phrases and then let the other person know what they heard.
• Bring a transcript of an actual conversation to a meeting, and anonymize the customer and the rep. Then walk through the conversation as a group and identify opportunities to make the entire exchange more positive.

Empathy is critical for serving customers. When your team members genuinely want customers to be happy and successful, they can be your biggest assets.

One of the ways to help people develop empathy is to help them walk in a customer's shoes so they become just as invested in finding a solution to a problem.

In addition to helping your customer service team reach that resolution much quicker, you can make a customer for life.

But empathy doesn't come easily to everyone, especially more technical, logical people. While they care, they're often not as well-equipped to express those feelings.

To develop empathy in your customer service team, encourage them to spend time with people who are different from them.

Whether with someone at a community event, an Uber driver, someone in line at a grocery store, or a stranger at a conference, having conversations outside their comfort zones can help diversify their thinking.

Empathy Training Exercise

Tell your team to think about a time they were a customer and might've had a frustrating transaction or unsatisfactory experience. Have them share their stories and recall how they felt and were treated.

2. Clear Communication

Although this is technically an interpersonal skill, it's vital for effective customer service and support that it deserves a separate section.

Clarity in communication can improve customer service interactions tenfold. It's the difference between sending 10 emails or one when explaining a product.

While easy to decipher during interviews and onboarding, speaking with clarity remains a skill that customer service representatives should hone throughout their careers, especially as new products or updates are introduced.

Reddit's Explain Like I'm Five is a great example of clarity in action. On this thread, people take pretty complex topics, from biology to engineering to technology, and explain concepts as if they were teaching a child.

Now, "dumbing" answers down to this extent isn't necessary for your very adult audience, but it's a good example of explaining something clearly and concisely.

And keep in mind, there's a difference between breaking things down and being condescending, so if you share this example with your team, ensure they know where the line is.

Clear Communication Training Exercise

Have your team present product demonstrations as if you were a brand-new customer. Challenge them to explain the product (or a portion of your product) in five minutes or less.

3. Assertiveness and Directness

Customer service reps need to be both assertive and direct.

Doing so helps reps establish authority as someone who can solve customer problems, while simultaneously maintaining clear communication and boundaries.

The ability to face problems head-on without dancing around uncomfortable topics also gives them the tools to help customers find and share the best solutions for their challenges more efficiently.

Think about it this way — customers want quick and effective solutions to their challenges. They don't want to wait around for some wishy-washy answer that may or may not work.

By being assertive and direct, reps make customers feel confident that the information they're receiving is accurate.

Assertiveness and Directness Training Exercise

Encourage reps to try role-play exercises with each other where one person pretends to be an unhappy and vocal customer with many questions.

The other person should practice regaining control of the conversation and respectfully but directly navigating the discussion to the solution the rep can offer.

4. Product Feature and Application Skills

Companies are always growing and evolving — from product updates to new branding. And this is exactly how it should be because the world is also continually changing.

Customers have new expectations, competitors have new offers, and new technologies mean that companies that don't evolve and adapt won't thrive in the future.

With that in mind, you cannot afford for your customer service team to stagnate in their skills or training. Customer service training in your company should be ongoing across the board, but especially for the people on the front lines.

Considering you're essentially teaching them to teach, they should know your product inside and out.

Product Feature and Application Training Exercises

Here are a few examples of customer service training on your product and company:

Assign a mentor.

Organize a mentorship program for every employee, especially your new hires.

The mentor should be someone in another department to expose the employee to different business segments and allow them to stay up-to-date on company-wide happenings.

Additionally, when this mentor isn't in the direct chain of command, they can remain neutral when giving feedback.

Coordinate job shadowing.

This exercise is highly encouraged for new hires but can also benefit customer service veterans.

Shadowing introduces your team to new approaches, responses, and applications of customer service and your product that they'd otherwise not be exposed to.

Hold demonstration sessions.

This is similar to the training idea mentioned above, but it involves having your team present to their teammates. This will challenge them on their communication and understanding of the product.

Encourage attendees to provide constructive feedback to help one another grow. And consider recording these sessions for the person giving the training so they can hear how they present themselves.

Create a knowledge base.

Teaching others is the best way to learn, and it's especially true for customer service. Have your team create a knowledge base of your product or service offering in the form of a guide or directory.

This will challenge your team on their knowledge and clarity and ultimately help customers by creating a lasting company resource.

And, if you make someone responsible for updating it each quarter, you'll have a fantastic record to cross-train new departments.

Learn how to set up your knowledge base of articles in HubSpot's Service Hub.

5. Crisis Management Skills

Research shows that 70% of unhappy customers whose problems are resolved are willing to shop with a business again.

Just because a customer comes to you unhappy, angry, or rude doesn't mean they have to walk away with the same sentiment.

Appropriately managing each customer's crisis and actively working to change their attitude is how you serve and retain customers in the long run.

Discover how to manage, plan for, and communicate during crises with these management plan templates.

Crisis Management Training Exercises

Even those with thick skin can get worn down and discouraged after dealing with many angry customers. So, here are a couple of training exercises to teach your customer service team how to deal with — and delight — difficult customers.

Conduct role-play activities.

This training exercise is highly recommended for all customer service representatives and can be especially helpful for pacifying angry customers.

Conducting mock calls that resemble a real customer service issue (and involve a seemingly angry caller) can help acclimate your team to the realities of upset customers.

Have your team work together. By encouraging veterans on your team to use real situations they've dealt with in the past, you can ensure that your new hires get relevant training.

Teach the LAST method.

Despite intensive training on skills like empathy and patience, some difficult customers will simply be impossible to relate to.

That's where methods like reflective listening and LAST come into play.

LAST stands for L isten, A cknowledge, S olve, and T hank.

Teach your team to pause, listen to, and acknowledge upset customers. These steps can make the difference between solving an angry customer's problem and turning an angry customer into a satisfied one.

6. Team-Building and Camaraderie Skills

Camaraderie and community among professional teams in any industry can help with overall performance, but it's especially important in customer service.

I included this section in my list of customer service training ideas because that's essentially what it is — training your team to take care of themselves so they can take care of your customers.

Team-Building and Camaraderie Training Exercises

Here are a few ways to train your team to cultivate community and take care of themselves:

Encourage meditation.

Dealing with customers all day, every day, can be incredibly draining and stressful. Meditation can be a helpful tool to regain mental balance and relaxation amid customer service chaos.

Dedicate time to learning meditation and relaxation methods, so your team feels comfortable taking a break. Apps like Headspace and Calm can help your team, especially if they meditate together.

Inspire healthy competition.

Customer service training isn't just about teaching your team how to do their job; it's also about encouraging them to reach their full potential.

Inspiring healthy competition through a leaderboard or monthly awards will challenge your customer service team to go above and beyond, helping more customers, creating camaraderie, and contributing to their overall success and future career.

Fun fact: HubSpot's own customer support teams use a leaderboard and have found it motivates and inspires performance.

Take team outings (in-person or digitally).

Traditional product and skill training can bring your team together at work, but out-of-office activities can also inspire community and friendship that further encourage camaraderie in the office.

Treat your team to an event or activity unrelated to work, such as a museum trip or a remote team-building game. These activities are fun, casual, and lead to lasting connections that can mitigate otherwise tough days at work.

In other words, they can lead to strong employee satisfaction and reduce turnover.

Since it takes people up to two years to get fully up to speed, making sure your customer service team is satisfied is a good business practice.

7. Customer Advocacy and Success Skills

To create an atmosphere of customer advocacy and success, your training has to go above and beyond teaching soft and technical skills.

You can win big when you can turn happy customers into customers who actively promote your company.

However, it's not just about delivering a quality product or service. These customers don't simply exist once they purchase from you.

Instead, they're created when your customer service team treats them well and fights to solve their problems.

Customer Advocacy and Success Training Exercises

Here are examples of customer service training to build a world-class customer-focused culture:

Teach new language.

I referenced positive language in a previous section, but this is a little different.

The key to customer advocacy is aligning your goals and needs with the customer and essentially "joining their team" as you work towards a solution. This can be done with a simple switch in verbiage.

Consider creating a "say this, not that" document your team can refer to in conversations. Doing so helps them enhance how customers perceive your company and improve their experience.

For example, how does "I'm not sure we can do that for you" sound compared to "let's see what we can do to solve that"?

How about: "Let's get you set up with the right person to help" versus "I can't help with that"?

Changing responses to align with a customers' frustrations and needs tells a customer, "We're on your side, too."

Encourage exceeding expectations.

Let's say your team must solve a minimum of 10 tickets per day. You could train your employees to get that done and leave them alone. I mean, they are doing their work, right?

Sure, but this hardly creates an environment of going above and beyond for the customer (not to mention each employee's potential). Instead of settling with "good enough," challenge your team to do the best they can do every day.

This motivation will change how much work is done and influence how they work with and satisfy customers.

Not sure how to do this? An example could be creating a leaderboard or gamifying your team output, which we mentioned earlier.

Collect (and use) feedback.

Feedback is the lifeblood of any team or company that wants to improve. Invest in infrastructure that collects customer feedback through surveys, social media, or direct messages.

It's not enough to get customer feedback. You must also use that feedback to measure the team's success and identify improvement opportunities.

It helps individuals improve their skills and shows your customers that you care about what they have to say.

Of note: If you act on a specific piece of feedback, send a note to the customer thanking them for the input and letting them know how you've acted on it so they feel heard and appreciated.

For example, if a customer mentions that they wish you included a resources section on your website for quick self-service, and you decide to create one, let them know.

8. Conflict Resolution Skills

Conflict resolution skills are necessary for any service and support calls reps have with customers. After all, customers reaching out to your service and support reps are doing so because they're trying to find a solution to a challenge or roadblock.

Not to mention, reps are bound to encounter angry, frustrated customers from time to time, too — this requires an even deeper level of conflict resolution on the part of reps.

Conflict Resolution Training Exercises

You can teach reps to resolve different types of conflict in a wide variety of ways. Here are some examples of tips you can encourage your customer service team to use:

• Draw on past experiences to set expectations.
• Communicate clearly.
• Show empathy.
• Use active listening.
• Acknowledge the people's specific needs.
• Don't point fingers or place the blame on anyone.
• Use "I" statements.
• Say you're sorry.
• Stay calm and professional.
• Help people how they want to be helped.
• Don't interrupt.
• Remember the importance of maintaining the relationship.

A lot goes into customer service training, and it can be a daunting process to manage alone. Thankfully, there are plenty of customer service training materials available online. We've gathered some of our favorites below.

Learn everything you need to know to get started with the HubSpot Service Hub.

1. Customer Service Training Manual [ Download for Free ]

Aligning your team with universal training documentation is an assured way to inform new hires of their roles, goals, and expectations.

You can use this free customer support training manual template to build a customizable business manual.

New Hire Guide

This part of the template allows you to welcome your new customer service reps and give them an overview of the team. It also lets you warmly greet them and get them excited about their new role.

Customer service reps are one of the roles with the highest turnover , so you want to get them started on the right foot.

This short, flexible section allows you to give ballpark dates for when certain parts of the training will start and end.

Later in the manual, you can provide a more detailed 100-day plan with specific milestones, but this section will help you set the stage and establish expectations.

Tech and Software Setup

Your reps will need to leverage many tools to get their job done efficiently, but you don't want them to feel overwhelmed. Feelings of overwhelm can quickly lead to burnout.

Use this section to outline where they can get a monitor and headset, which customer service software and CRM they'll use, and how to access and set up each tool.

Remember that camaraderie we were talking about earlier? You should strive to foster that starting from the training period.

Giving your reps a list of people to schedule "coffee chats" with can help them get acquainted with the team more quickly. This is especially important if your customer service team is remote.

A strong 100-day or 30-60-90-day plan can get your rep started on the right foot and give them guidelines for how they should perform by a certain date. No rep wants to be hired and feel like they have to perform perfectly on the first day.

Reassure your reps that they'll be "ramped up" to full performance standards by outlining what will be expected of them as time goes on.

Feedback and Reviews

Providing feedback as you train your customer service rep is essential for ensuring their success. This section lets you set dates for checking in with your new rep to let them know how they're doing.

These meetings don't have to be formal, but you should know how to conduct a performance appraisal before starting one.

Interacting with Customers

In this section of the manual template, you can provide concrete guidelines for handling customer inquiries and complaints.

Here, you can provide a few guidelines for fostering a positive customer service tone during the call. You might also link to your customer service scripts and/or role-play scenarios.

Escalation Framework

A top-performing customer service rep knows when to escalate a problem to someone who can deal with it more effectively. This part of the manual gives your new reps guidance on when to do just that.

Consider including a chart and scenarios when escalation is necessary to keep the customer (and your rep) happy. Remember, if your service rep feels forced to deal with a situation that is out of their hands, everyone suffers.

Product FAQ

While you should hold a dedicated product training during your new hire onboarding process , you should still include an easy-to-reference section with FAQs about your product.

This part will address any product questions that may come up as the rep gets acquainted with the product they'll provide support for. It should also provide quick answers to frequent support questions.

Resources for Success

Leave the customer service rep with a list of tools that will help them more effectively ramp up and get acquainted with the ins and outs of their role.

You can include logistical information here — such as a link to your documents about PTO — and also inspirational materials, such as a video from the CEO.

2. Customer Service Training Courses

Online customer service training courses teaching vital skills can be a great addition to your training program.

As self-led seminars, employees take ownership of their training and are exposed to skills and competencies outside the organization.

Below is a short list of some free customer service training courses for your team.

1. Delivering Exceptional Customer Support by HubSpot

This short course from HubSpot will acquaint your reps with key competencies and tactics for delivering support your customers will praise you for.

It's a quick course — less than an hour long — making it an ideal and convenient addition to your training schedule. You could even get your entire customer service team in one room and play it for them at once.

The course is split into three sections:

• Understanding customer support competencies. Your reps will learn the basic skills they need to deliver excellent support and how to improve those skills continuously.
• Support case framework. Your reps will learn how to structure their approach to each case to resolve customer issues more effectively.
• Managing your time as a customer support rep. Time management is the lifeblood of a strong workflow. In this short lesson, reps will learn how to increase their productivity.

2. Customer Service Training by Alison

Alison is a digital education hub that offers free courses and paid certifications on various skills. Its customer service training course is geared towards beginners in the field, so it's a perfect place to start.

This course will give your employees an understanding of essential customer service factors and help them understand how to deliver a customer-friendly approach that's best for your business needs.

They'll also learn the benefits of providing excellent service and cover a few do's and don'ts when dealing with customers.

3. Culture of Services: New Perspective on Customer Relations by edX

Like Alison, edX is another digital learning platform offering free courses.

They partner with universities worldwide, such as Berkeley, Harvard, and the University of Kyoto — the school to which the Culture of Services: New Perspective on Customer Relations course is presented.

This course focuses on customer service's social and cultural aspects and takes 9 to 11 weeks to complete. Throughout the course, your employees will be exposed to various services — such as sushi bars, restaurants, hotels, and apparel.

They'll study customer service's "nuanced and paradoxical nature" and learn how to approach it from a cultural and social perspective.

4.  Customer Service Training  by GoSkills

GoSkills, an innovative online learning platform, is dedicated to helping organizations and individuals worldwide acquire essential business skills.

Their customer service training, led by the dynamic David Brownlee, goes beyond generic courses. It offers engaging lessons such as "Psychology of Your Company," "Verbal and Nonverbal Cues," and "Anticipate Customer Needs," among others. These lessons are designed to be concise, with durations of 3-6 minutes, allowing learners to complete the video content within an hour and a half. Additionally, each lesson is accompanied by supplementary exercises to reinforce learning.

Your team can access this invaluable course through a free trial or via your organization's GoSkills Courses or GoSkills Platinum plan. It's also important to note that all GoSkills courses are CPD-accredited, ensuring the highest standard of professional development.

5. Innovative Customer Service Techniques by LinkedIn Learning

LinkedIn Learning is an award-winning online education platform run by the most popular professional social media platform. It primarily teaches digital and business-related skills.

The Innovative Customer Service Techniques course is created and presented by customer service expert Jeff Toister and consists of a short 45-minute video.

Your employees can access the course through a seven-day free trial or join LinkedIn Learning's paid membership.

6. Bonus: Business Courses by Treehouse

Treehouse is another online course library, but the program requires a paid membership.

HubSpot uses Treehouse for our own customer support and service training. Treehouse offers courses on soft skills and others that may contribute to overall customer service education.

3. Customer Service Training Games

Using games and activities can make customer service training much more fun.

Whether they require materials like a whiteboard or simply involve your team, games are a way to teach valuable skills while encouraging teamwork and collaboration between your employees.

Check out these free, quick-and-easy games to play during customer support and service training:

• Fun and Powerful Training Games for Customer Service Teams by UserLike
• Free Customer Service Training Games by BusinessTrainingWorks

4. Customer Service Training Videos

Sometimes it's valuable to incorporate outside insight or perspective during customer service training.

Best of all, it's not something you have to do on your own. Videos from thought leaders and industry experts are powerful additions to your customer service training programs.

Here's an example of a well-made, valuable customer service training video. Also, check out this post for more videos .

Customer Service Training Video Example

In this 12-minute video, business coach and consultant David Brownlee explains the essentials of customer service in friendly, easy-to-understand language. With over 4,000 likes, the value of this video speaks for itself.

Brownlee is an expert in the customer service field and advocates for creating relationships of trust and loyalty with customers, promoting customer care versus simple service.

Grow Better With Customer Service & Support Training

Consumers view customer service as the test of how much a company truly values them.

Roughly three out of every four customers view their interactions with customer service as more important than marketing or sales — and it's why customer service is such an important engine for growth.

With your customer service team on the front lines of customer service and retention, they need to be properly trained and equipped to handle any challenge that comes their way.

Execute these customer service and support training ideas, and your customers and employees will be more satisfied overall.

Editor's note: This post was originally published in July 2018 and has been updated for comprehensiveness.

Don't forget to share this post!

Related articles.

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Customer Service Culture: 7 Effective Ways to Build It [+ Examples]

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Templates to communicate apologies, thanks, and notifications to your customers.

Service Hub provides everything you need to delight and retain customers while supporting the success of your whole front office

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15 essential strategies to improve customer service performance in 2022

Continually improving customer service performance is vital as it’s one of the definitive drivers of company profitability. In fact, it’s not unrealistic to expect sales increases of 20% or more of total company revenue by delivering excellence in customer service. 

Fortunately, there is an abundance of tactics you can try to improve your team’s performance. From implementing a quality assurance strategy to asking for honest feedback from your customers, these will help provide a seamless customer journey from prospect to post-sale.

Having the tools to show your team their performance and impact on the customer experience can help them improve their performance. The right tools will help you take corrective action before it is too late. Genuine, continuous conversations with your team will help them improve their performance and  increase your customer retention rate. 

In this article, you’ll learn 15 strategies to improve customer service performance in 2022, so let’s dive in. 

15 surefire ways to improve your team’s customer service performance 

Your customer service team is the front line of your company. They will be the ‘face’ of what customers see as representing your brand. Agents will provide the impression each of your customers has about your company, so it’s important to make sure the quality of service is up to company standards. There are a number of actionable ways to improve customer service performance in your team.

Let’s take a look at the strategies for providing excellent customer service here: 

1. Understand customers needs

When asking yourself how to provide good customer service, this tip is first for a reason: it’s the most important. Everything your customer service team does should be based on the customer’s needs. Understanding exactly what those needs are will help guide your customer service strategy. 

The best way to learn your customers’ needs is to ask them. Use a survey, an email, a phone call, or whatever resources you have available to ask them about their needs specific to your industry.

2. Train empathy

Understanding your customer’s specific need is just the first step. What, and often more importantly, how you interact with them is vital to ensure the success of your customer service performance strategy. 

Often, when companies look at improving their performance management systems they are driven by the business’ bottom line, yet customer support teams should understand that how a customer feels after their interaction with you, will increase customer loyalty. 

Including empathy in your performance coaching initiatives will help you focus on increasing customer satisfaction – which will, in turn, affect your bottom line. 

3. Encourage honest customer feedback

Having a culture of honesty and integrity means more than just putting it on a poster around the office. It means promoting it in each meeting, email, and call that you and your team have with each other and the customer.

Listening to your customer’s feedback makes them not only feel valued, but also leaves them feeling positive about your brand. Good customer feedback generates positive reviews. Bad customer feedback generates opportunities for improvement. 

Even difficult conversations with customers will be easier and more productive if the customer feels more comfortable. Encourage your agents to uphold this culture and you’ll receive the real feedback that will help you and your team learn and improve performance. 

4. Set up a framework to measure your team’s performance

Having customer service performance metrics to work toward is the perfect way to set your team up for success. The only way to determine the right key performance indicators (KPIs) is to create a solid framework to guide you. 

Depending on the core competencies of your teams, you could decide to track:

• Customer Satisfaction Scores (CSAT), 
• Negative Response Rate  (NRR), 
• Reopen Rate
• First Contact Resolution (FCR)
• Average Resolution Time (ART)
• Employee engagement

Work with your team to determine which KPIs you’ll track , and use these numbers to provide direction on which activities to focus on. 

5. Set individual and team goals

Once you have your framework, you can determine what both your team and each individual need to accomplish. Allow your agents to determine and track their individual goals based on what the team agreed on together. 

Having your agents set their own goals empowers them to take true ownership and achieve them. This feeling of accomplishment translates into more engagement and higher productivity. Your team’s customer service performance goals then align with the company’s goals naturally.

But, this doesn’t necessarily mean that they will reach the goals you’ve agreed. Tracking their performance (and having a culture of honesty and integrity), can help you to support your team when any issues arise, so you can overcome them together. 

6. Streamline manual processes

In many cases, optimizing processes can save you and your team time and reduce errors. One option is to use software built to reduce tedious tasks, calculate trends, or automate your reports. 

With the extra time you’ll gain, you can focus on more important things like training your team, evaluating data, or solving customer problems. Cutting out these manual processes can also encourage agents to embrace technology that increases their productivity. 

7. Set and communicate service standards

Simply setting goals isn’t enough to accomplish them. Create a customer service quality assurance framework and make sure your team is aware of your expectations. Provide agents with a quality assurance checklist to detail what’s most important when helping customers. 

However you choose to give quality feedback to your team, ensure it’s consistent, on a regular basis, and clear. This kind of transparency (see number ten below) will do wonders for your team’s overall success and motivation.

8. Establish a coaching environment

Providing your customer service teams with quality feedback is only half the battle. Sure, you can measure their performance — how long did it take to answer a call or resolve an issue.  But when issues crop up, having the ability to flag them, and immediately feed back on any issue can help your teams improve their customer service. Often, the ‘why’ and the ‘how’ of your feedback is what makes it useful. 

Giving your teams advice on how to improve , rather than just telling them that they are not reaching their goals, helps to motivate change. It provides clarity. 

Coaching is also vital to stop those issues from occurring in the first place. Continuously coaching, advising, mentoring your customer support agents, and giving them the tools to anticipate your customer’s needs, quite simply enhances your customers’ experience.  

9. Use an omnichannel customer service strategy 

Creating a sense of accessibility in today’s digital world is important, but it’s also crucial to make sure you don’t overstretch your resources to be everywhere.  You can consider options like email, Facebook, WhatsApp, and Twitter to make the customer’s experience easier and faster. The first step to creating this accessibility is to find out where your customers prefer to seek out help and focus your efforts on those channels. 

You can also create a place for customer self-service (CSS) to reduce your teams’ customer contact rate . For example, an FAQ page, a help center, or a community forum can help customers resolve issues without having to contact your CS team.

10. Be transparent and provide feedback

Transparency amongst your team combined with providing regular, quality feedback will solidify the communication you have with each other. Allowing each team member to see their numbers in real-time will not only motivate them but provide a sense of ownership.

Open communication also results in more efficient 1:1 meetings as agents are no longer blind to their performance. This insight allows them to be more productive, make faster tweaks to their performance, and be prepared for conversations about their results.

11. Use customer service performance management software

Technology can be intimidating for some. What’s most important with customer service performance management software is to ensure it’s effective as well as user-friendly. Choosing software can seem daunting at first, but once your team is up and running it will be a massive time-saver.

Of course, connecting it with Kaizo’s Platform will ensure you’re set up for success. You’ll be able to create gamified tasks, monitor performance, provide corrective direction, and improve quality assurance with ease.

12. Create an engaging company culture

Creating an environment where your team members feel engaged can help boost employee happiness and reduce agent turnover. One way to do this is to gamify your training and performance management.

By using gamification, providing productive feedback, and maintaining great relationships and communication with your team, you can ensure your employees are engaged. This type of company culture leads to improved team spirit which translates to better performance and more satisfied customers.

13. Set up an employee recognition and rewards program

Maslow’s hierarchy of needs states that our fourth need after food, safety, and love is esteem. This includes feelings of recognition, attention, confidence, and the ability to achieve.

Create an employee rewards program to help your employees feel appreciated. Anything from a $5 gift card to announcing someone as the employee of the month can boost confidence in themselves and the company. Don’t underestimate non-material and non-monetary recognition either. For some, it could mean the difference between the bare minimum and a stellar results month.

14. Hire the ‘right’ candidates

When thinking about how to improve customer service skills in your team, the starting point is to hire people best suited for the job. One way to do this is to look for personalities and aspirations in interviews in addition to skills because motivated people can learn what’s needed.

It can be difficult to identify the best candidates, but evaluating their empathy and problem-solving skills is essential in finding great customer service agents. The key? Look for people who live to help other people.

15. Get it done the first time

One of the best ways to achieve increased performance is to solve all the customer’s problems the first time. Calculating and tracking your First Contact Resolution score (FCR) will help you understand the importance of spending extra time upfront to provide a quality reply the first time. 

Oftentimes leaders spend more time focusing on the speed of resolution than actually solving the problem. This ultimately leads to a much higher reopen rate, thus negating all of your efforts.

Further reading: 12 essential customer service metrics & KPIs + how to apply them

Get started with improving your team’s customer service performance 

There is no single answer to the question, ‘ what is the key to great customer service?’, but combining these strategies will empower your team to work together and help each other which can drastically improve your bottom line. Creating a strategy, setting customer service goals, and involving your team in the process helps encourage the teamwork necessary to succeed. Make it part of your culture and lead by example to motivate agents.

No matter the process you choose, the KPIs you measure, or how you motivate your team, your company expects the best. You can come prepared with Kaizo’s solutions to save the day and make sure your team is aligned all at once.

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This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

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If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.