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10 Customer Service Problems and Strategies to Resolve Them

• Updated Jan 16, 2024
• Estimated Reading Time: 0

Customer satisfaction is the key metric to measure your customer happiness. Having superior customer satisfaction can create competitive differentiation as well as build your brand image.

Not only that, customers are the best judge for what your company offers. However, businesses go through a constant struggle to handle customer service problems and deliver a great service experience, as it is indisputably better to have satisfied customers than dissatisfied customers. 

79% of consumers who shared complaints about poor customer experience online had their complaints ignored.   And after one negative experience, customers will never do business with that company again.

Hence, identifying customer service issues and proactively solving them is crucial to build long-term relationships with clients and increase customer retention.

Why solving customer service problems is crucial? 

Every company faces problems but what is more important is how effectively they are putting efforts to resolve them. Solving customer service problems is crucial as it impacts other business areas. Businesses need to more customer-focused and align their services that delight customers by solving their problems effectively. 

Delivering an unforgettable experience helps businesses to fulfill key objectives like:

Acquire more customers

When you go the extra mile and deliver great customer service, it improves the satisfaction level of your clients. Happy customers can refer to you more customers through word of mouth which helps increase your customer base and increase sales conversion significantly. This will eventually strengthen the customer retention system of the business. 

Cultivate customer loyalty 

Offering prompt support and acknowledging their customer service problems with effective solutions they are highly impressed. Satisfied customers are more likely to be associated with you that increases customer loyalty.

Reduce customer churn 

If you deliver an unpleasant service experience, customers are likely to deflect to competitors even if your product is of high quality. Offering premium customer service is an investment to your business as it reduces customer churn and increases the lifetime customer value (LTV).

The most common customer service challenges that any business can encounter 

Businesses encounter several difficulties as they work to provide the products and services their customers most need. But customers often remember how a company handles a difficult experience more than what caused the issue in the first place. 

We have compiled some of the most common customer service problems and their solutions respectively. The solutions can help businesses to provide a great service experience as well as turn the negative into positive ones.

• Slow response time
• Rude communication of customer service staff
• Lack of real time engagement
• Being transferred from one agent to another
• Excessive customer service automation
• No unified customer view 
• Incompetent customer service staff 
• Offering a wrong product
• Fail to meet commitments
• No or poor after-sales support

Let us discuss customer service issues, their causes, and solutions.

1. Slow response time

Nobody likes waiting on hold.

76% of respondents said, “Just one unpleasant contact center experience was likely to make them take their business elsewhere”.  

It is clear if, given the opportunity, customers will choose companies that provide better customer service. Furthermore, they will tell their friends and family about their experience.

So, reducing hold times should be a priority.

Many companies view customer service as a function that adds expense without adding revenue; they don’t see the return on investment (RoI) in providing a better experience. But the successful ones know the importance of maximizing every opportunity to interact with customers.

Zappos , legendary known for its customer service, strives to answer 80% of its calls within 20 seconds. They view each conversation as an opportunity to build the “Zappos” brand into being about the very best customer service. 

How to resolve customer service problems?

• Add live chat – Live chat allows handling multiple chats at the same time , which helps agents deliver faster responses. It reduces the queue time significantly and boosts the satisfaction level of the customers .
• Deploy AI chatbots – Leveraging bots allows you easy scalability during peak time and delivers prompt response to customers in real time. You can engage customers 24×7 even when your support agents are busy or not available. 
• Have enough manpower – You can hire sufficient resources to manage conversations at ease without having clients wait for a long time. Having a strong resource back up helps in handling conversations effectively and provides immediate solutions to customer service problems.

Slow response time is always a big concern as it causes customer frustration. Sign up with REVE Chat for the best of customer service tools and boost your response time. 

2. Rude communication of customer service staff

The rude support staff is the worst thing any brand can have.

When customers reach out for support, they are already worried and if the agent is communicating rudely, they have zero tolerance for such behavior. Infuriated customers impact the brand negatively. They switch companies, shout loud across social media and share with friends.

70% of the customer’s journey is dictated by how the customer feels they are being treated .  

Hence, the basic principles of customer service etiquette should be integrated into every facet of your business to deliver top-quality service.

How to handle this customer service issues?

• Train your support team – Conduct training sessions to impart knowledge and enhance the soft communication skills of your staff. Training your staff on two things: using the right words while interacting with different types of customers, and how to how to politely decline a customer request .
• Provide chat scripts  – You can provide live chat scripts and customer service phrases to handle conversations consistently in different circumstances.
• Practice active listening – It is one of the best ways to serve your customers. Actively listening to customers allows you to use the right empathy statements for customer service and deliver a delightful experience.

3. Lack of real time engagement

In many scenarios, customers need instant assistance and at times, live chat is not just enough. There is a need to view the problem or have a face-to-face conversation for getting the right solution.

23% of consumers seek out a face to face interaction for complicated customer service issues like troubleshooting .

It is wise to engage your customers in real time by using live customer engagement tools and improve the first contact resolution (FCR) and deliver a great service experience.

How to solve customer service problems?

• Use video & voice chat – Visual identification with video chat is far more effective than a verbal conversation. Face-to-face live video helps to identify the root cause of the issue in the first go. Further, you can deliver the right solution in the first touchpoint itself and also build trust through personalized chat.
• Collaborate with co-browsing – You can assist your customers in real time by controlling their screen and help them to fill up a complex form or application. Being able to offer real time help boosts customer satisfaction and delivers a great virtual in-person customer experience.

4. Being transferred from one agent to another

A very often customer service problem faced by many on reaching out for support is to have to spend time in being rolled among departments or agents and describing the same issue. Having to repeat the process after being transferred to a different department is so very frustrating.

Such customer support mistakes can occur when business workflows are not properly aligned with the communication channels. 

How to fix the customer service issues effectively?

• Use intelligent routing – The conversations can be routed to the right department or agent having the expertise to resolve the issue effectively and reduce the number of touchpoints. 
• Effective department management – You can effectively distribute the chats across the right departments in order to deliver prompt solutions. It improves customer service response time and increases the agent’s productivity.

5. Excessive customer service automation 

Automation should be used primarily, not as the end goal. Excessive automation can turn you to the wrong side. Use automation to start the conversation and get the ball rolling, not to try to act in place of a person. 

You can automate whatever is predictable like sales or customer service FAQs with chatbots . But the customer service challenges that require elaborative discussion should not be left over to a bot. 

For more complicated interactions, such as payment disputes, 40% of customers prefer talking to a real person.

How to manage customer service problems?

• Provide alternative channels like live chat, email so that your customers can connect with the support team easily and get the right solution.
• There should be a fallback defined while designing the chatbot to connect the human agents when customers want. Balancing conversations smartly with the bot and live chat agents can reduce customer service problems.

6. Lack of unified customer view 

Improper alignment between customer service and the customer journey results in inconsistent service, which frustrates the clients. Eventually, they switch the brand and all efforts in building consumer relationships are ruined. 

Businesses should focus on delivering consistent omnichannel customer service across all the channels like website, social media, phone, in-app, stores, etc. It means the customer satisfied with your social support over Facebook messenger should be equally convinced with your quality of website support. 

Bank of America , the renowned global bank delivers consistent omni channel service to its customers. The bank allows for everything from depositing checks to scheduling an appointment to be handled by the company’s mobile and desktop apps. 

How to solve customer service challenges by going omnichannel?

• Map your customer journey to closely understand their behavior, learn their interests, and needs.
• Streamline all the customer conversations under one platform and provide a cohesive experience.
• Identify the most preferred channels and be 24×7 active across those channels to reduce average response time.
• Make use of engagement tools like live chat, chatbots, visual tools across all customer touchpoints to gain faster details of the issue and deliver first contact resolution.

7. Incompetent customer service staff 

“Transparency is the new normal.” – Forbes

Customers look for transparent information about the products and services when they reach out to a brand. Having a lack of knowledgeable or untrained staff can ruin everything. Such agents act as a hindrance in delivering a good customer experience.

Businesses while implementing training practices must understand from customers’ perspective what they want to know and hear. 

One way to come up with that list is to look at the most common customer problem areas.

How to resolve the customer service issues?

• Conduct product training – Ensure thorough product training sessions regularly to impart the core competencies of your product and services. Explain the product features deeply to provide a transparent understanding of the core positioning.
• Monitor conversation regularly – Evaluate the conversations to understand if the customers are provided the right and updated information. Further, it helps to decide how frequently training sessions should be conducted.
• Create FAQ page – Having a comprehensive page on the commonly asked questions can help the agents refer to that page to deliver authentic information. It can also help customers to choose self-service before they approach the support team.

8. Offering wrong products or services 

Many times the customer service agents are not able to understand what the customer wants and offer the wrong product or service. The reason could be relying on reactive channels like the phone that involve lengthy and unclear conversations of what actually the customer wants. Such teams may fail to create customer value , resulting in negative impact on the bottom line. 

Problem-solving relies on active listening, which is often overlooked. Using proactive channels for customer service communication can help to understand what they are looking for. 

• Proactively guide customers – The live chat agents can proactively guide customers in their buying journey and offer the right product or service they are looking for.
• Gain insights from visitor analytics – You can monitor customer behavior in real time and collect valuable insights on what does the customer want. 

9. Fail to meet commitments 

Usually, the service providers make false commitments to the customers without realizing how acutely it can impact their brand. 

Don’t make a promise to customers that you can’t keep. And if made, keep it.

Over delivering on customer expectations would raise customer satisfaction and be good for business. It develops trust and loyalty in customers and stays associated with your brand for a lifetime. To keep customers highly satisfied, you must continue to deliver more value because their expectations will keep increasing. 

How can you fix the customer service challenges?

• Have a proper follow-up plan – Define a plan of action for the customer service challenges and execute it rightly. Having a specific plan of customer service problem-solving techniques makes handling easy for the agents.
• Communicate next step – There should not be a communication gap between you and the customers. It means when a customer approaches you to report the issue, acknowledge it, and provide a timeline for offering a solution. It makes them feel that their problem is looked into seriously and it will be resolved shortly.
• Go the extra mile – At times you have to put your efforts to go the extra mile for keeping your promise and exceed customer expectations. It delivers a great service experience.
• Send a token of care – You can mend up your relations with your customers by sending an apology note and a gift along with it to show how much you care and value them. 

10. Poor after-sales support

For most businesses, once the sales are closed means over. They hardly bother about the experience of the customer with the product or service, if they are facing any issue with it or not? 

It should not be the case. It causes a serious customer service problem if you leave your customers deserted after-sales.

Make your customers feel special after-sales by reaching out to them and help them out if you find out there is an issue. 

How to handle customer service problems?

• Make regular follow-ups – It is vital to follow up with customers to understand their experience. It also shows how much you care for them and are there for them to help in case of any problem.
• Send a thank-you note – You can send personalized thankyou notes through email or tag over social media channels. It strengthens the connection and customers are happy with the overall brand experience.

Customer service problems are inevitable

Customer service issues are going to be there rather they will keep revolving. They can’t be avoided as customer expectations are shifting very fast. However, you need to have a well-tailored crisis management plan to handle the challenges effectively. 

Your focus should also be on having the best customer support tools so that you can avoid some of the common service-related problems. Sign up with REVE Chat to find top-notch customer service solutions for your business.  

By executing the plan and putting a good system & process in place, you can resolve the customer service challenges to a maximum extent and deliver an excellent consumer support experience.

Start a 14-day free trial, no credit card required!

Snigdha Patel

Snigdha Patel is a customer experience researcher, author, and blogger. As part of REVE Chat, she focuses on helping organizations maximize customer experience using omnichannel messaging and conversational AI.

She creates contextual, insightful, and conversational content for business audiences across a broad range of industries and categories like Customer Service, Customer Experience (CX), Chatbots, and more.

Serving as the lead content strategist, Snigdha helps the customer service teams to leverage the right technology along with AI to deliver exceptional and memorable customer experiences.

Being a customer service adherent, her goal is to show that organizations can use customer experience as a competitive advantage and win customer loyalty.

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Customer Service Problem-Solving Techniques to Improve Your Sales

Customers have numerous issues, with varying degrees of sophistication or viewpoint. They are running out of time. They have an almost unlimited number of product options to choose from. They are wooed by product reviews. 

In such situations, a customer may not be aware of the best solution to an issue. You as a service provider, however, can step into their shoes, come to grips with the problem, work out the solution and gain the customer’s trust. 

The ability to solve a customer’s problem is what makes all the difference between churn and loyalty.

What is Problem-Solving in Customer Service?

Problem-solving in customer service is a skill that entails

• Knowing how to handle a conflict
• Being able to calm an agitated customer using tone of voice and true empathy
• Listening and speaking while maintaining a strong grip on problem-solving techniques.

How does bad customer service affect your business?

Customer service issues must be resolved because they affect other parts of the business. Businesses must become more customer-centric and coordinate their services in order to delight clients by effectively solving their problems.

You may have the ideal product and competitive pricing, but if your customer service is poor, your business can falter.

Let’s look at some of the ways in which bad customer service can impact a business.

Harms Brand Reputation

Customers like to share their stories. As a result, when people have a poor experience, they turn to their favorite media to express their feelings. A single poor review on Twitter or Facebook can defame your brand image.

“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” -Warren Buffett

Lesser Conversions and Loss of Customers

Inefficient solving of customers’ problems , slow response times, and frequent negative experiences make prospects less likely to become customers and make current customers less likely to stay loyal.

“53% of customers are likely to stop buying from a brand after a poor customer service experience.” – source

Dip in Customer Lifetime Value (CLV)

Companies that consistently provide bad customer service eventually fail. Customers today have so many options that when they have a negative service experience, they will go to a competitor. 

It’s widely known that one-time customers are expensive, whereas recurring customers bring a steady source of income. 

Customer lifetime value is a measure that is computed by adding up all of a customer’s revenue over the course of their engagement with a company. 

You can increase the lifetime value of your customers by delivering outstanding service. This means you can make more revenue by spending less money on customer acquisition.

Steps of Customer Service Problem-Solving

Here is a 5-step process for customer service problem-solving and troubleshooting when you come across a customer issue.

1. Ask, Ask and Ask

Ask the proper questions to learn what is upsetting your customer. You won’t be able to remedy your customer’s problem if you can’t place it. 

For example, ask questions such as, 

“Have you been dealing with this issue for a long time?”

Asking relevant questions will help you identify customer needs while also assisting you in determining an appropriate solution.

2. Identify the Problem

After having a question session with your customer to discuss their pain areas, you can restate or explain the situation as you have come to terms with it. 

You must describe the problem precisely and do so from the customer’s perspective. Get the customer’s approval that you’ve grasped the problem.

Before you move on to the next phase, ask whether there is anything else that is bothering them.

3. Formulate Solutions 

After a thorough examination of the problem, develop various solutions and present the best solution to the customer or prospect. 

Your solution must be focused on the specific problem , and not ambiguous.

4. Deliver the Solution

Deliver the solution as promised. Take advantage of these opportunities to strengthen your customer relationships and demonstrate that you are worthy of their trust.

5. Follow up with Customers

It’s critical to check in with your customers to see how they feel about the solution and confirm that the issue has been fixed. This step demonstrates to customers that your organization values customer service and is committed to providing a better customer experience .

It’s important to ask some of these challenging questions when checking in with present customers in the hopes of upselling, cross-selling, or renewing their contracts. 

“How satisfied are you with our product on a scale of one to ten?”

“How did you come up with that score?”

“What is it about our product/service that you enjoy?”

“Do you think you’ve experienced excellent customer service?”

This will keep you from overlooking warning signs that they’re dissatisfied and might begin to consider switching to a competitor.

In an era where ‘Customer is King” , happy customers are the secret to growth. As a result, customer satisfaction is a direct reflection of the effectiveness of your service team.

“The probability of selling to an existing, happy customer is up to 14 times higher than the probability of selling to a new customer, according to Marketing Metrics” – source

To improve customer experience and increase cross-selling and upselling opportunities, forward-thinking companies link their sales and customer service teams .

9 customer service problem-solving techniques

Customer service exists to assist customers with their demands or any issues that may arise while they are using your product or service. It is, therefore, necessary to train your staff on how to properly resolve customer complaints or problems.  Learn about the methods a service representative can take toward customer service problem solving to deliver superior customer service!

Ask for the Customer’s Needs

Ask probing questions to get to the heart of the matter and uncover unmet customer needs. The answers to these questions can be used to create a workable solution, and this is a consultative approach that will strengthen customer relationships.

Listen to the Customer

Listen to the customer to prod deeper into the issue to determine the underlying cause. Only then will you be able to solve the problem at its core. You could even be assisting your company in developing stronger SOPs or regulations or eliminating a rigid process that is preventing you from running smoothly during the course.

The more you know about your customer and their company, the more you’ll be able to influence their bottom line.

Don’t argue

When we are offended or proven wrong, we have an inbuilt propensity to react in a defensive manner. In customer service, this is a no-no.

To go through the situation unscathed, here are two tips that you can use.

Tip 1: Allow customers to talk

You should let your customers talk until they are able to release their frustrations and calm down. 

Tip 2: Show that you care

The least you can do is support them and be empathetic toward the situation while customers go on explaining their tales. Use consoling phrases to comfort them.

Send Lightning-Fast Response

Every customer is strapped for time and expects a timely response from your support agent, 

Kapture’s omnichannel help desk software can help you streamline how you manage customer inquiries across multiple channels.

Image: Kapture’s omnichannel dashboard

You can route inquiries from a certain channel to a dedicated team. This helps ensure a smooth customer experience and swift resolution of customer inquiries.

Another way around is to add a live chat feature to your website. It is a tool that helps customers instantly connect with your agent and work out solutions. Kapture’s live-chat tools embedded in your website can deliver faster responses.

Follow Solutions to the Conclusion

Once you’ve committed to providing the resolution, it’s in your best interests to see it through to completion.

The standard customer problem-solving process includes following up with clients and providing them with updates to keep them informed.

Sending follow-up emails is the most effective technique to keep in touch with them about the solution’s progress.

Kapture’s help desk software allows you to send emails from the same system that you use to respond to customer queries. You really don’t need to use traditional mail services for this. Likewise, the merits of a single sign-on help desk are many.

Use Visual Content

Your customer service representative can solve customers’ problems in a more comprehensible and exciting manner by offering them visual troubleshooting guides. 

The best options are videos, graphical flow diagrams (depicting step-by-step instructions), or screenshots to resolve some of the very minor yet frequent issues. 

Kapture’s knowledge base feature allows you to store and manage information in just about any format, which includes videos, images, and documents, that can be accessed via self-help tools.

This not only saves your time but also gives customers a quick and intelligible solution to their problems.

Offer an Incentive to Customers

Just to make sure that the recent product or service issue your customer faced did not bring any scar to your relationship, it is a supersmart way to butter up the bond with incentives. 

Offering incentives to clients can help you gain their loyalty, and they may decide to wait until you fix their problem rather than looking for solutions elsewhere.

Incentivizing clients to compensate for the inconvenience encourages them to stay loyal.

Consider presenting a coupon or voucher, for instance, on the next transaction if you want to motivate a customer to use your service again.

Self-Help Option For Your Customers

Provide self-help capabilities such as AI chatbots, knowledge base, or interactive discussion forums so that customers can search, find and resolve problems on their own. AI-powered chatbots offer responses to customer queries contextually.

Do not undermine the convenience of a self-service. This is the most preferred channel of help by customers as revealed by many surveys.

Kapture’s AI and Machine Learning-powered self-serve tools are a fantastic approach to support your tech-savvy customers.

Image: Chatbot powered by Kapture

Customers that are happy with your service will stay longer, become repeat customers, and recommend your service to their friends and colleagues.

That’s why it’s critical to cultivate a customer-centric culture within your organization.

Remember to go the customer problem-solving way to create exceptional customer experiences.

Kapture’s AI-based solutions can assist you in effectively managing the entire customer service process and wowing your clients with customer delight factors such as

• Work-flow automation capabilities
• Omnichannel communication
• Self-help features
• Run automatic surveys
• Generate survey reports

Our solution is easy to use and integrates with other services like cloud telephony, social media, eCommerce, ERP, and others making it easy to collate the information at a centralized location.

Kapture, a customer service automation platform helps your team on how to serve and delight customers right from any touchpoint- and translate those efforts into building a loyal customer base.

Finally, follow the sound and systematic c ustomer service problem-solving techniques outlined in the blog t o win your customer’s hearts.

• customer problem solving
• customer service problem solving techniques
• customer service problems and solutions
• customer-based approach
• handling customer complaints
• problems in sales
• productivity
• troubleshooting customer service

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The Guide to Effective Customer Service Problem Solving

Cases that start as “I don’t know” quickly become “I figured it out!”

“I don’t know” isn’t a good enough answer in customer support. When customers come to you with unique problems and unusual questions, we can’t refuse to answer them. In this guide, we’ll give you the steps to turn that “I don’t know” into something better:

“I don’t know, but I’m going to figure it out.”

With this guide to effective customer service problem solving, we give you a three-step process to follow:

• take stock of the information you’ve been given,
• gather any additional information you need,
• and then work to solve the problem and respond to the customer.

Let’s get started.

Assess the information you have

Information is the most important tool in your tool belt. The first step in solving any problem is to identify all the information you already know. Whether this case was escalated to you for help, or if you’ve just realized that there may be more than meets the eye to this problem, take the time to lay out everything you know.

Customer’s tone

How does your customer feel about the situation? Are they technically minded, or are they struggling to describe technical issues ? Are they calm and cooperative? Or combative and frustrated? Is this a deal-breaker for them? Or is it just a weird bug? The demeanor of your customer will inform how you approach the situation going forward.

Customer’s history

Do a quick review of the customer’s previous support interactions, any purchases they’ve made, what plan type they are on, etc. This context will help you replicate the issue, as well as respond appropriately to the customer.

What’s happening?

Do you know enough about what’s happening? Have they sent through screenshots? Error messages? Console data? What were they trying to accomplish? It doesn’t need to be a technical problem for this step to still be important. Understanding what the customer’s motivation is will help solve a variety of issues.

Has this happened before?

It’s very unlikely that this is a brand new problem. Has the customer reported it happening before? Has any other customer reported it happening before? Help desk search functions are incredibly powerful tools. Search error messages and problem statements to see if other customers have reported similar issues. You can also search the internet to see if it’s a third-party issue. For example, if you’re using a third-party payment system, you might be seeing one of their errors when customers are purchasing on your website.

Gather more information

Okay, we’re partway there! If you didn’t have an epiphany while you were sorting through the information already at your disposal (sometimes that happens!), it’s time to gather more data.

Can you replicate it?

There’s no way to get more information than to get hands-on with the problem. Do you see the same thing happening?

If not, what information do you need to replicate it?

If you can’t replicate the issue, it’s probably because you’re doing something different or in a different environment. What information do you already have about the customer’s environment? What do you need to know in order to do exactly the same thing?

• Environment: browser version, extensions (try it incognito?), other settings.
• Steps: can they record a screengrab? What are they trying to do? What error message do they get?
• Specific settings: what account are they using? What version of your product are they using? If you can try it in their account (using “admin mode” or “god mode” so you can see it without asking for their username or password), does it happen for you as well?

Ask other people

Now’s the time to check in with other people on your team to see if they have any ideas. Have they ever seen something similar?

Depending on your relationship with your product and engineering team, you may also be able to check in with them at this point. However, many teams have a more formal bug reporting process in place to prevent “side of the desk” questions from interfering with their workflow. If that’s the case, you may want to do more research first.

Solve the problem

Now you’ll need to actually solve the problem for the customer. It might require finding a workaround, or reporting a bug to the development team.

Bug or works-as-designed?

Once you’ve replicated the issue, you’ll need to decide whether that is the way it’s supposed to work, or if you’ve found a bug. If it’s a bug, congrats! You can file a bug ticket and ask your engineering team to fix it. If it’s a feature or a design flaw, you may need to make a case for an update. In this case, the complex problem may turn into a feature request.

Is there a workaround?

Can you get to the customer’s desired end result in another way? Whether the issue turns out to be a bug or a feature, if you can find another way to achieve their goal, your customer will be happy!

Write a great response

Once you’ve replicated the issue, solved the problem, found a workable solution, or at least documented the bug for a future fix, you need to get back to the customer. Writing an empathetic, thorough response can make all the difference in a complex situation.

In many cases, your response will follow the same steps as a great customer service apology :

• Offer explanation
• Fix the problem
• Wrap it up and let them know what’s next

Resources for Customer Service Problem Solving

We all need a little help sometimes. If you’re learning how to fix more difficult problems, these resources can help.

Help Scout’s Art of Troubleshooting

On a mission to troubleshoot a bug? This guide is super helpful .

Support Details website

Learn how to use Developer Tools, especially Web Consoles

Be like Sherlock, and look for clues!

Customer support requires communication skills and problem-solving skills. Looking for the clues to solve the puzzle becomes a big part of your job as soon as you start to take on more difficult customers. With this guide to customer service problem solving, you’ll have a systematic way to approach those tough questions. Cases that start as “I don’t know” quickly become “I figured it out!”

How did you like this blog?

Sarah Chambers is a Customer Support Consultant and Content Creator from Vancouver, Canada. When she’s not arguing about customer service, she’s usually outdoors rock climbing or snowboarding. Follow her on Twitter @sarahleeyoga to keep up with her adventures.

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Sales | How To

12 Common Customer Service Problems & How to Resolve Them

Published September 4, 2023

Published Sep 4, 2023

WRITTEN BY: Bianca Caballero

This article is part of a larger series on Customer Service .

• 1 Service Not Aligned With Customer Journey
• 2 Difficulty Maintaining Quick Response Times
• 3 Rude Behavior of Support Agent
• 4 Frequent Call Transfers
• 5 Difficulty Accessing Live Human Agent
• 6 Using the Wrong Tools & Software
• 7 Relying on Limited Support Channels
• 8 Inadequate Training for Service Reps
• 9 Pushing the Wrong Product or Service
• 10 Failure to Deliver Promised Solutions
• 11 Treating Customers as Mere Numbers
• 12 Website or Software Outage
• 13 Frequently Asked Questions (FAQs)
• 14 Bottom Line

Customer service problems can harm your business, affecting customer satisfaction, trust, and loyalty. Some of the most common issues in customer service are slow response time, rude communication by the support staff, and lack of real-time engagement. Continue reading as we discuss the reasons for these issues, give tips on how to solve customer service problems, and share tools that can effectively support your teams.

1. Service Not Aligned With Customer Journey

Over 70% of consumers expect businesses to provide a conversational care experience during their interactions. Unfortunately, you could easily fall into the trap of inconsistent service when customer service is not properly aligned with the customer journey. This could happen to any small business customer service team, especially those growing and expanding quickly.

Solution: Map out your customer journey to understand your clients’ behavior, interests, needs, and most preferred channels. If you are using several support channels, use a tool like Freshdesk that can unify all customer conversations in an omnichannel platform. This way, you can easily monitor all rep engagement and performance with just a single solution.

Visit Freshdesk

Freshdesk omnichannel dashboard with a birds-eye view of the support team’s performance across channels (Source: Freshdesk )

Curious about how this platform can help your business grow? Read our comprehensive Freshdesk review and learn how to solve problems in customer service with the help of this tool.

2. Difficulty Maintaining Quick Response Times

Consumers often expect instant or quick customer service problem-solving. In fact, 70% of customers say the acceptable response should come within the same day the request was sent. Almost half (46%) are willing to wait until the next day, and only 16% would wait up to three days. However, factors such as insufficient manpower and lack of tools like live chat could affect queue time significantly.

Solution: Aside from adding more personnel, integrate a customized live chat widget to your support channels to help your agents respond faster to customer queries. A platform like LiveChat lets you handle multiple conversations at the same time, reduces the queue, and helps increase the customer satisfaction (CSAT) rate.

Visit LiveChat

An example of LiveChat’s customizable chat widget (Source: LiveChat )

3. Rude Behavior of Support Agent

Customer service reps could exhibit rude behavior for several reasons. These could include constant challenges to customer service solutions, a rude customer unprovoked by the rep, and personal issues that the rep could not push aside at the moment. However, no matter how irate the customer becomes, a rep should not be rude to a customer.

Rude communication and behavior from customer support staff is one of the worst things for a business. There are instances where human reps are pushed to their limit and unintentionally lash out at customers. Fortunately, 80% of consumers will forgive a company for a mistake after receiving excellent customer service. This is why it is important to integrate basic customer service etiquette into your business.

Solution: Train your customer service reps on using the right words when interacting with different types of customers and how to politely say no to a customer request. You can also provide live chat scripts to help them deliver consistent responses in different situations.

Want to learn the best practices for customer service communication? Read our article on customer service response templates to learn about the standard replies to customers’ most common complaints and issues. Download these templates for free and customize them to reflect your brand voice in your chat scripts.

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4. frequent call transfers.

Agents sometimes have to transfer a customer to another agent when they don’t have an immediate solution to the query. This also happens when the rep feels like another agent or a superior can offer a better customer resolution. For consumers, it’s frustrating to have to repeat the process of detailing their concerns each time they are transferred.

Solution: Use a customer service tool with intelligent routing capabilities to direct tickets and conversations to the right agent or department. Zoho Desk, for example, allows you to set up skills-based routing so that incoming support tickets go directly to specific agents based on their skills. This way, you can avoid or minimize the transfer of conversations and facilitate quick resolution of customer service issues.

Visit Zoho CRM

Zoho Desk skills-based ticket routing (Source: Zoho )

Interested in learning more about this platform’s features and capabilities? Check out our in-depth Zoho Desk review .

5. Difficulty Accessing Live Human Agent

Studies show that 69% of customers are willing to interact with a chatbot for simple issues and frequently asked questions (FAQs). Automation should be used to start a conversation with a customer and to minimize customer wait time, but you should know when to use chatbots and human live chat . For instance, complicated customer problems like payment disputes require elaborative conversations with a human agent.

Solution: Pick the right tasks to automate based on the type of queries you receive. For instance, self-service and knowledge bases work best for predictable FAQs. Alternative support channels like live chat and email allow your customers to connect with human agents to discuss more complex issues, such as payment disputes. If you primarily use chatbots to connect with customers, choose a chatbot platform like Landbot that offers an option to transfer the conversation to a live human agent.

Visit Landbot

Landbot human takeover of chatbot conversation (Source: Landbot )

6. Using the Wrong Tools & Software

There are several factors that go into selecting software and tools for your business. These include your unique operational requirements, budget, and feature needs. Choosing software that does not fit your business needs could lead to complicated service processes, slow response times, and decreased satisfaction among reps and customers.

Data shows that 60% of high-growth businesses use help desk software to enable their support team. Other top options include a knowledge base, shared email alias, customer relationship manager (CRM), live chat, and support tickets.

Solution: Work with your sales, marketing, and customer service departments to find the right software that fits your unique business needs. You can select from several options, including CRMs, ticketing systems, and help desk software. You can also read our guide on how to choose help desk software and follow the steps in this article to ensure that you pick the right platform.

7. Relying on Limited Support Channels

Online portals and email ticketing are still among the top customer support channels that customers prefer. However, there are situations, such as in troubleshooting, where customers are not satisfied with live chat support and would seek a face-to-face conversation to resolve the issue. Statistics show that almost half (46%) of customers prefer to engage with service reps in person, and 59% want access to phone support.

Solution: Use video and voice chat to quickly identify the root cause of the issue and solve customer problems. You can also collaborate using co-browsing, which allows you to control the customer’s screen, and help them fill out complex forms. A platform like REVE Chat offers both co-browsing and video calls for more efficient troubleshooting.

Visit REVE Chat

REVE Chat co-browsing feature lets an agent jointly navigate a customer’s screen. (Source: REVE Chat )

8. Inadequate Training for Service Reps

More than half (68%) of customers feel that most businesses need better training for their customer service agents. This could be due to several reasons, including the lack of solution guidelines for specific customer queries and inadequate training on proper communication. Businesses should ensure that their agents are well-equipped to deal with different types of issues in their field to maintain good customer experience.

Solution: Conduct regular and thorough product training sessions to build a solid foundation of your reps’ product knowledge. You also have to monitor and evaluate customer engagement to check if your reps are providing the correct information to customers. Read our list of the top customer service training topics and ideas and use it to bring out your team’s full potential.

9. Pushing the Wrong Product or Service

There are times when reps offer the wrong product because they are unable to understand what their customers want or need. Other factors that could contribute to this problem include lengthy and unclear conversations, a one-size-fits-all approach to all customer issues, or the lack of a competitive analysis of customer needs. All these could lead to a rep mistakenly pushing the wrong product or service to a customer.

While better deals and product quality primarily drive brand defection among consumers, 48% of customers switch to another brand in search of better customer service. No matter what the reason is, offering the wrong product to a customer reflects poorly on the company you are working for.

Solution: On top of proper training (mentioned above), it is also wise to gain insights from visitor analytics first before offering customers a product. Use a tool like HubSpot to track customer behavior in real time and gather valuable insights into their activities on your business website. This way, you can gauge their interest in a certain product or recommend another one based on what they need or want.

Visit HubSpot

HubSpot contact website activity tracking (Source: HubSpot )

Want to know more about this platform’s customer service features? Head on to our HubSpot Service Hub review page .

10. Failure to Deliver Promised Solutions

Failure to deliver a promised solution impacts your brand negatively. On the other hand, doing what you promised would help improve customer satisfaction (CSAT) , especially because their expectations of you will continue to rise. Research shows that 68% of customers trust businesses to tell them the truth. That said, don’t make any promises you can’t keep to avoid losing customers’ trust.

For example, if your company promises to respond to support requests within 24 hours, your team should aim to do so on or before the promised deadline. Anything beyond that deadline should be unacceptable because it would lead to a breach of trust.

Solution: As part of your customer service strategy , have a properly defined plan for solving customer service problems. This plan should include setting a timeline for every solution you offer customers—making the customer feel that your team is taking your issue seriously and is working to resolve it shortly. Check out our guide to measuring customer satisfaction to get an overview of your service team’s performance.

11. Treating Customers as Mere Numbers

Lack of after-sales support could make your customers feel deserted, and sadly, 56% of customers feel that companies treat them as mere numbers. Some businesses are done interacting with customers once they close a sale. This should not be the case. Excellent customer service involves making your customers feel appreciated even after they have made a purchase.

Solution: Make regular follow-ups with customers so you’ll know if they encounter issues with your product. You can also send personalized thank-you notes via email or tags on social media. These simple gestures show how much you care for your customers.

Interested in simplifying your customer follow-up communication? Download and customize our free sales and customer service follow up templates to check in with your customers after closing a sale.

FREE Follow-up Templates

12. Website or Software Outage

Service downtime could happen to every business, and one out of five organizations report experiencing severe outages that cause significant financial losses. Such a situation will cause your customers to panic and bombard the customer support line with calls or requests. It is difficult to deal with the influx of support calls and the fact that these occurrences are out of your control.

Solution: Establish a service level agreement (SLA) between your company and your software providers to outline your expected level of performance and set uptime. It should also include the consequences of violating this agreement. In addition, it helps to be transparent with your customers about service outages and the estimated time to resolution.

Frequently Asked Questions (FAQs)

What are the types of complaining customers.

Complaining customers generally fall into five categories:

• Meek: Avoids confrontation and only makes their customer complaint known when you actively seek feedback
• Aggressive: Complains loudly and tends to be dismissive of reasons for an unsatisfactory service
• High-roller: Expects the highest level of customer service and is willing to pay for it
• Rip-off: More interested in getting something they are not entitled to receive rather than actually solving customer problems
• Chronic: Never satisfied with any solution and will always find something to complain about

Why is bad customer service a problem?

Bad customer service could lead to lost revenue and lower profits. When you ignore customers’ needs and provide them with bad experiences, you might lose them to your competitors. Aside from losing your current customers, it could also prevent you from acquiring new ones. This is why it is very important to know how to solve customer service problems.

How do you resolve customer service problems?

Problem-solving and troubleshooting customer issues involve the following steps:

• Ask relevant questions to find out what is upsetting the customer.
• Identify the problem and describe it precisely.
• Formulate various solutions and present them to the customer.
• Deliver the promised solution within a reasonable time frame.
• Follow up with customers to assess their satisfaction with the solution.

Bottom Line

Customer service problems are inevitable and will continue to evolve as customer expectations change over time. The important thing to do is to have a well-outlined plan on how to solve customer service problems quickly and effectively. You should also invest in good customer support tools that can help you manage and streamline customer engagement, as well as monitor your team’s performance with ease.

About the Author

Find Bianca On LinkedIn

Bianca Caballero

Bianca Caballero is a subject matter expert at Fit Small Business who covers Sales and Customer service topics. Prior to working at FSB, she was in field sales and territory management. When she launched her career as a writer, she worked with companies from the US, Australia, and China. At present, she uses her 12+ years of writing experience to provide FSB readers with the best answers to their questions.

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How to Improve Problem Solving Skills in Customer Service

Keeping customers happy pays off.

Happy customers buy more, generate positive word-of-mouth advertising, and create great referrals.

Unhappy customers complain, and they do it loudly. What’s worse, for every customer that complains, 26 stay quiet .  

Delivering great customer service can be challenging, but why?

According to Jeff Toister of Toister Performance Solutions and author of three customer service books , there are five reasons why customer service is so hard:

• It’s not instinctive
• Our customers see what we don’t
• It’s sometimes hard to be friendly
• We aren’t good at multitasking
• Directed attention fatigue

So how do we overcome these challenges ?

Problem-solving.

“Every problem has a solution. You just have to be creative enough to find it.” Travis Kalanick

One of the main reasons our customers do business with us is because we solve a problem for them.

Depending on your product or service, your business can help customers:

• experience something new
• feel comfort
• become healthier

What problem does your business solve for your customers?

Problem -solving skills is vital to Customer Service

Solving a customers’ issue should be the goal of every one of your people.

But typically in the past, when an issue escalated to a certain point, help desk service or customer service reps (CSRs) were told to escalate these calls to a supervisor or manager.

More and more companies are asking customer service reps (CSRs) to handle these types of issues, not managers.

That’s a big change for many CSRs.

It’s also a task CSRs can get right with the proper problem -solving skills training . Failing is not an option for CSRs. It’s just too costly.

What is the impact of poor customer service?

Companies lost $75 billion in 2017 from customers switching to competitors because of bad service. That’s up $13 billion from 2016. With customers demands increasing each year, it doesn’t take much to disappoint customers with poor customer service. Obviously, CSRs need to be at the top of their games to keep customers happy.

This guide offers tips on how to help your people solve customer service problems quickly, efficiently, and cost-effectively.

The guide covers the following topics:

• Critical thinking in customer service
• Rules to help customer service people think critically
• Basic customer service problem-solving scenario
• Concrete steps to solve a customer problem

Keeping customers happy can boost customer loyalty, corporate productivity , and business profitability—goals for every company out there.

“Fall in love with the problem, not the solution.” Uri Levine

Critical Thinking in Customer Service

Delivering epic customer service is essential these days. But that’s easier said than done, given today’s more demanding customers.

Identify critical thinkers

To manage demanding customers requires someone highly skilled in troubleshooting—someone with the creativity to solve difficult problems.

All while under the pressure of the customer.

So, look for customer service people that are creative problem solvers when hiring new workers. These people have a penchant for thinking outside the box to solve problems.

That includes not just the ability to think rationally , but also the need to question the information given. Put simply, critical thinking is never taking anything for granted.

Build critical thinking skills

Customer service people can develop critical thinking skills with practice. In a post by Ransom Patterson on CollegeInfoGeek.com reveals seven ways people can improve critical thinking skills:

• ask basic questions
• question basic assumptions
• be aware of your mental processes
• try reversing thing
• evaluate existing evidence
• think for yourself
• remember you are not perfect

Apply these tips encourages critical thinking.

Another critical thinking technique CSRs can use is constructive controversy. A proven problem-solving method, constructive controversy helps you decide if a decision we’re making is the right one for you. Here’s more on this technique .

Basic Customer Service Problem-Solving Scenario

Savvy businesses aren’t afraid to provide employees with customer service problem-solving training.

One aspect of this training is learning the four phases of a problem-solving situation and what to do during each phase. See below:

Listen to customers

Listening is the first step in solving customer’s problems. It’s also the most critical. But customer service people often need training to do it well.

If customer service reps don’t listen, they won’t know the nature of a customer’s problem and its impact on him or her.

Sometimes, all customers want is for CSRs to lend a sympathetic ear. Other times, they need more.

Also, CSRs need to let customers vent without interrupting them.

Acknowledge customer’s pain

During this phase, CSRs need to acknowledge they heard customers and “feel” their pain.

Paraphrasing the problem back to a customer says you’ve done that. It also makes sure everyone is on the same page. If CSRs don’t fully understand the issue, they may end up providing the wrong solutions. Saying something like “I’m sorry you had to call us to deal with this issue” also helps.

Offer alternative solutions

If the issue is merely an oversight on the customer’s part, no remedy is needed.

But if the situation is the company’s fault or a product or service fails, you may need to offer alternative solutions.

Resolution is critical.

In this case, the customer not only didn’t get what he or she wanted but also were inconvenienced. That’s a bad combination no matter how you look at it. Going above and beyond by resolving the issue and offering a free product or service, a special coupon, or a gift voucher goes a long way with customers.

Execute/Follow-up

After agreeing on a solution, CSRs need to execute. Then, you need to follow up. That ensures that customers end up happy with the resolution and are satisfied with the outcome. If they’re not, then customer service people need to find a way to satisfy them.

Understanding these phases of a successful issue resolution is crucial when dealing with unhappy customers. It’s the “secret sauce” to keep buyers happy.

Extra: Be prepared

In addition to this approach, you may want to have some prepared responses to seven stock questions customers ask. They’re questions that almost every company gets:

• Why don’t you have it in stock?
• Why didn’t you or your company tell its customers?
• Why did I pay less the last time I was here?
• Can I have a refund because of this problem?
• You did it last time I was here?
• You said the problem/product was fixed?
• You said you’d call me when the problem was fixed.

Providing stock responses to these questions not only helps customer care people follow company guidelines but also keeps customers happy.

How to Handle Customer Service Issues: 9 Steps

Problem-solving often seems straightforward, but that’s not always the case. Sometimes, it’s complicated. Having workers well-versed in problem-solving skills and techniques for customer care representatives helps. Approaching issues in a systematic way simplifies the problem-solving process.

Below is a 9-step process that can help CSRs resolve even the most complex customer service issues:

Identify the problem

The key to doing this is to ask the right questions. Below are some customer service problem-solving interview questions:

• What is this call really about?
• Is there an underlying issue causing the problem the customer isn’t aware of?
• What does the customer want us to do?
• Is the issue being made worse by a known problem or bug?
• Is this issue identifying a repeated customer service problem or is it a new issue?

These questions can help CSRs pinpoint the real problem. It’s not always what customers think. Acknowledging the customer’s pain, as we said above, also helps.

Find out what customers need

Try to understand how customers see the issues involved and try to get a solid understanding of his or her needs. If appropriate, ask customers what they’ve done to resolve the issue.

Find out how the issue impacts the customer

Understanding how an issue affects a customer is crucial. It helps CSRs not only connect with the customer but also prioritize tasks.

Clearly define the root of the problem

Having identified the problem in steps 1 to 3, you now need to understand what caused the problem. By identifying the cause of the problem, you will have a better idea of how to solve it. Also, you will know how to avoid a simialr problem in the future.

Produce possible solutions

Knowing the problem, your customer care person needs to start brainstorming solutions. They also need to find out what solutions other co-workers may have used to solve the problem. CSRs can then generate a list of potential solutions.

Evaluate each solution and pick the best

Evaluate all the solutions. Decide if you have the resources to implement it, how much the solution costs, how long it will take to execute it, will it resolve the issue, and if it follows company policy.

Plan the solution’s implementation

Some solutions are easy to execute. Others are harder. For harder solutions, think about who will execute the solution, what will it costs, when and where you will execute it, and how will it be implemented. Also, double check out the benefits of the solution.

Discuss the solution with customers

Having nailed down the solution’s details, discuss it with the customer. Walk through it with him or her step by step and ask for feedback. Be ready to adjust the plan. Execute the solution — After the customer approves the solution, it’s time to execute it. Follow up to certify the progress of the solution, that you’re meeting any deadlines and where you stand with the budget. Re-work your plan, if necessary.

Analyze the results

Having finished the implementation, analyze the results. Use quantitative and qualitative data, if available. Can you improve the solution? Also, ask the customer if the resolution met their expectations. That’s critical.

This ten-step process may seem a bit much for call center agents, technical support people, and customer care representatives to tackle. But using it works.

Having customer care people go through it step by step helps your CSRs quickly resolve customer issues the first time that customers call. Track resolution time to see how your CSRs are doing.

Resolving issues when customers contact your business keeps them happy.

Happy customers buy more, generate positive word-of-mouth advertising, and create outstanding online referrals. On average, a happy customer tells nine people about their experience with you.

Keeping customers happy is the secret to boosting customer loyalty, increasing profitability, and differentiating you from competitors. Doing those things can take your company to the next level.

Unicom Teleservices

Related posts.

Active Listening Customer Service: Key to Business Success

What Is A Warm Transfer?

What Is a Good Definition of Customer Service?

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4 steps to effective customer service problem solving with examples.

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Recently, I came across a fascinating customer service story involving an American Express cardholder. It all began with a seemingly innocent mistake while making a payment involving a decimal point in the wrong spot, resulting in the customer inadvertently paying thousands of dollars instead of hundreds.

Determined to rectify the error and seek guidance, the customer promptly contacted American Express to report the issue. To his relief, a representative assured him that the mistake would have no adverse impact on his account and that all charges would be promptly refunded. Little did he know that this was just the prologue to a series of challenges.

A few days later, the customer was taken aback when he discovered that all his debit cards were unexpectedly suspended. Perplexed and concerned, he went over his account for any indications of suspicious activity or an account block, but to no avail. Thus, he decided to reach out to American Express once more to seek clarification.

To his utter surprise and dismay, the representative he connected with not only questioned why he had not halted the incorrect payment but also accused him of attempting fraud. The customer explained that a previous representative had not advised him to stop the payment and had, in fact, assured him that there would be no negative consequences resulting from his honest mistake.

The response?

That's what customer service does. They tell you what you want to hear.

This quite nasty customer service story inspired me to write about the real purpose of customer service. Which is not “telling customers what they want to hear” but helping customers and resolving their problems.

In this article, you’ll also learn some troubleshooting techniques to make your job easier.

Creating a Good Customer-Centric Culture

A customer-centric culture serves as the bedrock of exceptional problem-solving and sustainable business success. In a world where customers today wield unparalleled power and influence, placing them at the heart of your operations is not just a choice; it is a strategic imperative.

At all levels of the organisation, employees must wholeheartedly prioritise customer happiness, understanding that every interaction is an opportunity to leave a lasting impact. By cultivating such a culture, businesses create a positive and supportive environment that empowers employees to go above and beyond to delight customers.

Nurturing this culture demands a multifaceted approach. One potent strategy is to recognise and reward outstanding customer service efforts. By celebrating employees who embody the customer-centric ethos, businesses reinforce the value they place on exceptional experiences. This recognition motivates individuals to exceed customer expectations continually and sets a powerful example for others to follow.

Encouraging collaboration is another pivotal aspect of fostering a customer-centric culture. In today's interconnected business landscape, problems seldom fit neatly within departmental silos. Emphasising collaboration cultivates a shared sense of responsibility for customer success and enables employees to pool their expertise, collectively devising innovative solutions that surpass individual capabilities. The result is a seamless and consistent experience for customers, who benefit from the collective effort of a united organisation.

To equip employees for the challenges of modern customer service, businesses must invest in skills training. Outstanding problem-solving skills do not materialise by chance; they are honed through intentional development. Equipping employees with the necessary tools and knowledge to navigate diverse customer interactions positions them to respond adeptly and confidently, even in the face of dissatisfied customers.

Customer Service Problem-Solving

Speaking of dissatisfied customers, they hold the key to unlocking greater customer retention. Rather than viewing poor experiences as a liability, businesses must embrace them as opportunities for growth. Each negative interaction presents a chance to introspect, identify pain points, and make tangible improvements. By actively seeking feedback from dissatisfied customers, businesses demonstrate their commitment to listening and learning, earning trust and loyalty in the process.

A customer-centric culture is more than a mere buzzword; it drives superior customer experiences and enhanced customer retention. By prioritising customer satisfaction at every touchpoint, celebrating exceptional service, fostering collaboration, investing in skills training, and actively engaging with dissatisfied customers, businesses can forge a path to sustained success and unmatched customer loyalty. Embrace the customer-centric ethos, and you will unlock the true potential of your organisation in a customer-centric world.

Strategies for Effective Customer Service Problem-Solving

Timely response and resolution are essential components of successful troubleshooting. Customers appreciate swift action, showing that their concerns are taken seriously. Personalisation also plays a significant role, as customers feel valued when their issues are treated individually rather than generically.

Navigating challenging situations with irate customers requires patience and tact. Service reps need to stay calm, acknowledge the customer's feelings, and work towards finding a resolution.

4 Steps for Better Customer Service Problem Solving

As a customer service agent, providing satisfying solutions is essential. Let's explore the path to achieve this.

1. Understanding the Customer's Point of View

Imagine yourself in the customer's shoes. They reach out to you with what seems like an impossible request. For instance, they received a notice that their phone line would be cut due to non-payment, yet they requested credits on their invoices due to financial constraints. Initially, you might question their request, but remember, you're not just an ordinary person; you're a Support Hero tasked with saving the customer's day. Negative thinking won't lead to solutions.

At this stage, it's hard to distinguish if the customer is genuine or potentially fraudulent. However, instead of passing judgment, assume the customer needs assistance and act accordingly. Engage in active listening to comprehend the problem thoroughly and find a way to help.

Exceptional problem-solving hinges on understanding customer needs and concerns. Active listening enables service representatives to connect with customers on a deeper level and empathise effectively. By listening attentively, you can pinpoint the root cause of the problem and tailor solutions to meet their specific needs.

Remember these keywords throughout your journey: fully understand the problem, solve the customer's problem, find a workable solution, and ensure the customer is happy with the resolution.

2. Identifying a Problem

Ensuring that customers are happy with the solutions provided is crucial in customer service. Sometimes, customers simply struggle to articulate their issues, and that's entirely normal. They may not be familiar with your processes or jargon; all they know is that their expectations regarding your product or service have been disappointing.

As a Support Hero, it's your responsibility to restore their faith in your company, but to do that, you must first pinpoint the problem.

To troubleshoot effectively, here are a few questions that can guide you. Sometimes, by asking these simple questions, you can quickly identify an outage or a faulty batch of products sent out by a manufacturer!

Can you describe the problem you're facing precisely? When did this problem start? Has this issue occurred before?

Next, consider the following:

Are all users affected, or is it isolated to just one customer? Has anyone else faced a similar problem in the past?

Once the customer responds, summarise their answers back to them. This gesture demonstrates that you genuinely comprehend their concerns and helps you verify the facts.

If you're unfamiliar with the problem or unsure how to proceed, offer a brief apology and inform the customer that you need to discuss their case with a colleague or supervisor. Maintain a self-assured tone, and don't hesitate to ask the customer to hold on for a moment.

Remember, customers value accuracy even if it takes a bit more time to sort out the issue.

Instead of abruptly transferring a customer to another department, try saying:

"We're committed to resolving this for you. Let me transfer you to a specialist best equipped to address your question."

Customers appreciate the effort you put into understanding their journey and resolving their issues promptly. Poor customer service can lead to bad customer experiences, but by actively listening to their concerns, you can turn their dissatisfaction into a happy customer.

Always focus on solving the problem, no matter how common or complex. As a customer service representative, your role is to provide exceptional support and ensure that customers are satisfied with the resolution.

So, embrace every customer service issue as an opportunity to solve the problem and deliver exceptional customer support. Your dedication and responsiveness will create a positive experience, turning unhappy customers into satisfied ones.

Remember, the help desk is where customer issues are met with efficiency and care. The key to a successful customer service journey lies in how you handle problems and fix them effectively.

3. Find a Solution

Utilise your analytical thinking to devise a solution that best suits your customer's needs. Here are some key questions to help you plan an effective resolution:

Is there enough staff to carry it out?

Who will be involved in implementing the solution?

What is the expected time frame for the solution?

What resources are needed to make it happen?

Who should be informed about the planned solution?

How will the customer be notified about the solution?

Even if you're faced with a case that goes against your company's policy, there is always room for creative suggestions. Take, for example, a customer seeking a refund, which may not align with your policy.

However, consider these alternative solutions:

Inform the customer that you cannot credit the bill, but offer to split the payment into smaller instalments to accommodate their financial situation.

Postpone the account suspension temporarily, allowing the client to continue using the service.

Analyse the customer's account and propose a switch to a more budget-friendly price plan.

Your creativity can turn an unreasonable request into three viable solutions!

But what if you're not the one who can solve the problem?

In such cases, you may need to open a ticket to escalate the issue appropriately. To ensure the ticket doesn't get lost, assign it to yourself and monitor its progress. If the problem remains unresolved after 24 hours, consider contacting the customer to provide an update on your ongoing efforts.

Occasionally, there are situations where the problem cannot be fully sorted. For instance, your company may have stopped selling a particular product, or you may not have a gluten-free option on your menu. However, that doesn't mean you can't offer a helpful solution. If you don't have what the customer needs, guide them to the right source. Let them know where they can find the desired product or suggest alternatives.

Going the extra mile can create customer happiness, even if the solution deviates from their initial expectations.

Here's an example from our experience: My colleague, Justyna, recently chatted with a customer disappointed that our application lacked an in-built screen-sharing and screenshot-making tool. With a composed demeanour, I informed Aline that while LiveChat lacked those features, she could set up an integration for screen-sharing sessions and use a free screenshot tool like Jing. It did the trick! Aline was delighted with the solution, and my mission was accomplished.

Throughout the resolution process, ensure that the customer is at the centre of your focus. Handle customer service issues with attentiveness and empathy, as a positive customer service experience can be transformative. Use a series of questions to fully understand the problem, allowing you to implement the right solution and untangle customer queries effectively.

4. Fix the Problem and Follow Up on the Solution

Finally! The customer has agreed on a solution. You've offered a brief apology for the problem, and now you can fix it and close the case, right?

Unfortunately, it's not always that straightforward.

Sometimes, the solution provided may not address the root cause of the problem. For example, let's say a customer had an issue with the application, and you suggested restarting the device. While this might settle the problem, it's more likely that the customer will return with the same issue, possibly even upset that the initial solution didn't work as expected.

I understand that working in customer service leaves little time for breaks, and now I'm asking you to follow up on your customer's problems. But there are significant benefits to spending a little extra time reaching out to these customers.

Doing so demonstrates genuine care and creates an exceptional customer experience. You ensure that you won't receive calls or chats from furious customers later. You can verify whether your solution worked, giving you confidence for future interactions.

If you find it challenging to make calls or send emails to follow up, don't worry. There are alternative approaches you can take. Some apps allow you to send automatic emails once a ticket is resolved (e.g., LiveChat). You can test and try this feature to save time.

Alternatively, your team can use an automatic survey to gauge customer satisfaction and determine whether the problem was adequately resolved. Platforms like SurveyMonkey and Typeform can be useful in this regard. Alternatively, you can send a simple template asking two questions:

Did we help you solve your problem?

On a scale of 1 to 10, how would you rate your overall experience?

Customers will undoubtedly appreciate these efforts!

In customer service, increasing customer success is vital. To achieve this, it's essential to understand the issue at hand fully. When a customer allows you to delve into their concerns, you can identify the right product or service to address their needs effectively.

Remember, customers are likely to encounter complex problems, and they depend on you for assistance. Utilise customer service problem-solving techniques to handle their issues competently and ensure they are satisfied with the outcome.

Empowering a Customer Service Representative

To excel in issue resolution, customer service reps must have the right skills and authority. Regular training and development programs ensure that representatives are well-prepared to handle various situations effectively.

Additionally, empowering representatives to take ownership of customer issues instils a sense of responsibility, leading to more proactive and efficient resolutions.

Solve Customer Service Problems With Technology

Technology plays a vital role in modern customer service troubleshooting. Customer relationship management (CRM) systems help consolidate customer data, making it easier for representatives to access relevant information quickly.

AI-powered chatbots can provide instant support, resolving common queries and freeing up human representatives to handle more complex issues. Data analytics tools allow companies to gain insights into customer behaviour and preferences, enabling them to tailor their services accordingly.

Measuring and Monitoring Customer Service Success

To continuously improve the way problems are solved, companies need to track and measure their customer service performance. Key performance indicators (KPIs), such as response time, resolution rate, and satisfaction scores, provide valuable insights into the effectiveness of customer service efforts.

By monitoring these metrics, businesses can identify areas that require attention and implement targeted improvements.

Great Customer Service Requires Resolve

Curious about how the story of the American Express customer ended? Well, after cancelling the payment, he reached out to customer service again, giving the company one last chance. However, he connected with a different representative this time—a night-and-day contrast from the previous encounter.

Unlike before, this representative was willing to listen. She grasped the situation immediately, empathising with the customer's plight. After reviewing his account and consulting with her supervisor, she astonishingly informed him that his card would be reactivated. The customer was both shocked and elated with this positive outcome.

It's remarkable how two representatives working for the same company in the same customer service team can provide vastly different experiences—one great and the other terrible.

The root cause of the poor experience is challenging to pinpoint. Perhaps the first representative was not suited for customer service, or management failed to train and motivate them adequately. Regardless, the bottom line was that the customer sought help but did not receive it.

Often, solving a customer-service problem involves navigating between company policies and customer interests, as was evident in this case. The first representative struggled to handle such a situation, whereas the second possessed the necessary skills to address the issue effectively.

Problem-Solving is not just an Ability -- It's a Mindset

As we explored in my previous post on problem-solving skills , the golden rule of customer service is to create a fantastic customer experience even when the problem may not directly concern your product. Offering a possible solution exemplifies the essence of customer service—solving problems, not merely telling customers what they want to hear.

The key to success lies in persistence, utilising the advice shared here, and maintaining a positive outlook. Armed with these qualities, there will be no problem you cannot conquer.

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10 Customer Service Techniques to Improve Satisfaction

Table of contents

• Key customer service techniques for agents include understanding customer issues, using positive language, thoroughly understanding products, adapting to different communication styles, and setting clear expectations.
• Key techniques for support leaders include providing agents with enriched customer data, building a library of templates, specializing agents in specific channels or issues, and training the entire organization to be customer-first.
• Gorgias offers features such as automated responses, self-service options, live chat for pre-sales support, and integrations with other tools to enhance customer service.

Amid the barrage of social media ads, email campaigns, and influencer endorsements that consumers navigate weekly, PWC highlights that 73% of people see customer experience as a pivotal factor in their buying decisions. 

The techniques today’s customer service teams use are the foundation for those excellent experiences.

Below, learn five key customer service techniques for agents and four for CS leaders.

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9 customer service techniques for agents, leads, and managers

Here are five essential techniques for agents to provide great customer service.

Effective techniques for agents to enhance customer service

To deliver good customer service, agents should first aim to understand customers’ issues at the beginning of each interaction. Then, they can leverage other tactics like reframing statements and setting clear expectations.

1) Get an understanding of the issue before you start the interaction

Every customer service encounter is unique and should be approached with a fresh perspective. Here’s how to make sure you understand the customer’s issue before diving into problem-solving mode:

• Active listening: Context is key. Start every conversation by allowing the customer to feel heard by giving them the space to fully express their concerns before making any recommendations.
• Review previous interactions: Skim past customer interactions to gain context. Tools like Gorgias streamline this process by integrating data across multiple channels, offering a comprehensive customer history at a glance.
• Ask clarifying questions: Politely ask for more details if the customer’s problem isn’t immediately clear.
• Avoid assumptions: Never assume you know the issue before the customer fully explains it, even if it seems familiar. 
• Empathy: Demonstrate understanding and concern for the customer’s issue to empathize with them.

2) Maintain a positive and uplifting tone in your communication

The words we choose in customer service can significantly impact the tone of an interaction. 

Psychology professor Albert Mehrabian conducted insightful research on communication and found a fascinating breakdown: only 7% of a message's meaning is derived from the actual words spoken, while a much larger portion, 38%, is understood through tone. Meanwhile, body language proves to be the most influential factor, accounting for 55% of how the message is interpreted.

Since all customer conversations for ecommerce brands happen via chat, email, or on the phone (not face-to-face), agents can’t rely on body language. This means tone of voice becomes even more important for agents to get right.

How can you maintain positive language? 

1️⃣ ‎First, avoid negative words: “can't,” “won't,” or “don't” can often be reframed in a positive manner. Swap them for phrases like "I understand," "I'm here to help," and "Let's see what we can do," which are much more reassuring to customers.

2️⃣ ‎ Second, aim to be solution-oriented. Focus on potential solutions or next steps rather than dwelling on the problem.

3) Develop a comprehensive knowledge of the products or services

What happens when a recent customer sends an email asking about how to fix a broken part from the product they purchased from you, and your agents don’t know enough about it to help?

Or, if your skincare line recently underwent a formula change that your agents get asked about, but they aren’t sure what was changed and how it alters the performance of your products?

Knowledge of the products you’re selling is critical for accurately informing customers and managing their expectations.

💡 ‎Our recommendation: Encourage a culture of sharing by creating feedback loops across the entire organization. The product team should communicate product details and capabilities, marketing teams should share information about customer behavior, and support teams should share the pain points they hear from customers.

Plus, when one agent learns something new about a product, such as an undocumented use case or a common customer complaint, sharing this insight with fellow agents can enrich everyone with deeper product knowledge.

4) Adapt your communication style to suit different customers

Every customer comes with a unique set of expectations and comfort levels, making flexibility in your communication skills a key skill for customer service agents.

Whether you’re talking on the phone or messaging the customer on Instagram, you can match a customer’s preferred style by recognizing customer profiles.

Pay attention to cues that suggest how each customer prefers to interact. Some customers are straight to the point, desiring quick, factual information with minimal fuss. 

Others might appreciate a more personable and reassuring approach, especially if they're dealing with a stressful issue. 

Take it from Deja Jefferson, CX and Consumer Insights Manager at Topicals : “I ensure that customer service provided by Topicals not only exhibits empathy when issues arise but should be seamlessly integrated throughout the entire transaction process. Our priority is to ensure that our customers feel fully supported at every step.”

If you use ‎ Gorgias Helpdesk to manage your customer support channels, you’ll easily be able to see historical conversations with customers to give you an idea of their preferred communication style. You can also leverage sentiment detection , a Gorgias feature that automatically detects the tone of voice the customer is using. Using sentiment detection, you can also prioritize support tickets based on customers' urgent needs.

5) Establish clear expectations with customers

Managing customer expectations is a delicate balance. You don’t want to overpromise services, but you also don’t want customers to feel like you aren’t able to help them.

The balance? Be optimistic about solving their issues, but equally crucial not to promise more than can be delivered. Here's how to set realistic expectations:

• Be transparent: When a resolution might take some time, communicate this to the customer, providing a realistic timeline. It's better for a customer to be pleasantly surprised by an early resolution than frustrated by a late one.
• Keep commitments achievable: Assure the customer that what you know can be delivered within the set constraints. 
• Follow up: If you've provided a timeframe, check back in with the customer within this period. If there’s a delay, communicate it promptly—customers will appreciate the update even if it's not the news they were hoping for.
• Acknowledge limitations: If a request falls outside the scope of what the company can provide or if there are factors beyond your control, it’s better to be upfront about it. Honesty goes a long way in maintaining a respectful and professional relationship with customers.

The truth is, you won't always have the answers customers want to hear. But being clear and honest with them can help them grasp why things are the way they are.

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Techniques for leads and managers

Effective leadership in customer service hinges on empowering agents with the right tools and strategies to excel in their roles. 

Considering that 78% of customers will switch to a competitor after multiple bad customer service experiences, it’s important for your team to be well-equipped for success.

Let’s talk about how to do that.

1) Provide agents with enriched customer data

For customer service teams to excel, they require more than just basic customer information. Leads and managers can empower their teams by providing enriched customer data, leading to more personalized and efficient service.

A helpdesk software will make this easy — if it offers a range of integrations. This is an essential feature to look for because you want your helpdesk to mesh with your existing tech stack. Here’s why: agents need access to data beyond a customer’s name. Integrations are the only way a helpdesk can pull in this additional context.

We’re talking about past orders, historical conversations, engagement info, and conversion metrics into comprehensive customer profiles. This will help agents get a holistic view of the customer, paving the way for tailored interactions. 

Bonus tip: Beyond your helpdesk, share any feedback you hear from customers with the rest of the team. Integrating your helpdesk with a tool like Slack can make this easy, and it’s one way the Love Wellness team actions quickly on the advice from customers:

“We have a channel in Slack dedicated to customer feedback. Dropping in feedback is part of the team’s daily and weekly responsibilities, which helps them get really familiar with all of the content.

“It also allows our team to dissect them and collaborate on how we can improve. You could also schedule recurring feedback share sessions with the Product or Website teams, or even invite them directly into Gorgias (at no extra cost) and create a dedicated view for product feedback, website feedback, and so on.” —Amanda Kwasniewicz, VP of CX at Love Wellness

2) Create a library of templates to streamline agent responses

Templates are a big help for customer support teams, especially those who are strapped for time (which, let’s be honest, that’s 99% of them). 

Two types to build include:

• Standard responses for common queries: Develop and include a set of pre-written answers tailored to frequently asked questions and routine issues. This ensures quick, consistent, and accurate responses to customer queries.
• Scenario-specific templates: Different situations call for different responses. Having templates specifically designed for complaints, product inquiries, returns, and other common scenarios can guide agents to handle each situation with the appropriate tone and information.

Gorgias offers dynamic, reusable answers, so your agents can build a template of canned responses for all your FAQs. These are easily accessible for agents to swiftly locate and use when replying to customers.

If you want some tips on how to craft these templated responses, check out this article with tips for responding to frustrated customers for a good start. 

3) Specialize agents in specific channels or issues

Just as every customer is unique, so too is every communication channel. Providing specialized training for agents in their chosen channels — be it phone, email, social media, or live chat — ensures they are not just familiar but highly skilled in navigating the nuances of these platforms.

But you can take this one step further by encouraging agents to become connoisseurs of specific product lines or types of issues. This deep dive into a particular area enables them to provide not just answers but insights, elevating the customer experience from good to great.

However, remember that specialization doesn’t mean working in silos. It's still crucial for specialized agents to also have a broad understanding across all areas. 

💡 Tip: With Gorgias, you can auto-assign tickets to an agent based on issue or channel. This way, you’re routing tickets to agents who can best help every customer. 

4) Promote a customer-first mindset across the entire organization

A tip that we love from Amanda Kwasniewicz at Love Wellness is the idea that to truly excel in customer service, a customer-first mentality needs to be woven into the very fabric of your organization. 

This goes beyond the customer service department and includes everyone, from the C-suite to the front lines.

She suggests organizing workshops that paint the picture of the crucial role a customer-centric approach plays in every department. These sessions should highlight how each team member's contributions echo in the symphony of customer satisfaction.

“At Love Wellness, we believe that every single team member plays a vital role in creating a haven of care and understanding. That’s why we created an immersive customer experience training program that involves each and every one of us, including the president of the company and even our office manager!” she said.

Read more: Why customer service is important (according to a VP of CX)

Additional resources to support customer service teams

For those who are eager to dive deeper into the world of customer service and sharpen their skills even further, Gorgias offers a treasure trove of resources. 

Whether you’re starting from scratch or looking to refine your expertise, these materials are designed to enhance your understanding and execution of top-tier customer service:

• Customer Service Terms : A comprehensive glossary to get you fluent in the language of customer service. 
• Customer Service Phrases : This collection of key phrases can help guide your communication towards more positive and impactful interactions. 
• Customer Service Skills :An outline of the essential skills every customer service professional should master, for any situation. 
• Customer Service Tips : A series of actionable tips that can be implemented to improve your customer service delivery immediately.
• Customer Service Email Templates : Save time and maintain consistency with a variety of templates that cover common customer service scenarios. 

Each of these resources is designed to instruct and inspire your customer service team to exceed expectations and create memorable customer experiences.

Enhance agent support with Gorgias

Exceptional customer service isn't just about the right words; the helpdesk tool you use is equally important to enhance efficiency and deliver exceptional service. 

Gorgias is tailored to provide such support with innovative features that streamline your customer service processes. Let’s review a few in detail:

Automate responses with reusable Macros 

Macros are pre-scripted customer service templates that accelerate response times by using automation to tackle those repetitive but essential customer inquiries that come in droves. Think of them as pre-made customer service scripts . 

Often called ‘empty-calorie tickets,’ queries like “Where is my order?” don't require personalized responses and can be time-consuming if handled manually. Automating responses to these repetitive questions frees your agents to focus on more complex issues.

Here are some other times when Macros help:

• Welcome emails: A friendly and informative welcome message can set a positive tone for the customer relationship.
• Order status updates: For updates on transactions, shipping, and delivery, a Macro can provide customers with the information they need promptly.
• Refund confirmations: When processing refunds, a clear and courteous Macro can assure customers that their request has been handled.
• Customer loyalty messages: Keep your loyal customers engaged with updates and rewards information through efficient Macro communication.

Enable customers to find answers themselves

A staggering 88% of customers prefer to find answers independently, according to Statista. This tells us that the modern customer values autonomy, which is why self-service options are key.

Self-service options are resources for customers to get the answers they need without contacting an agent. These include FAQ pages, help centers, chat widgets, and interactive quizzes.

Here’s how each self-service option can benefit you:

• FAQ page : Centralizes customers’ most commonly asked questions on one page to prevent your inbox from being filled with the same questions.
• Help center : Larger in scope than an FAQ page or contact center, a Help Center is a database of detailed resources like articles and how-to videos to help customers learn more about your brand and product.
• Chat: Chat can turn into a self-service option with the implementation of Quick Responses , or preset conversations that can answer customers without a live agent.
• Interactive quiz: A fun self-service addition to online stores that carry highly specialized products, like skincare, health supplements, and apparel. 

Here’s a great example from BrüMate, which uses a product finder quiz in its customer knowledge base :

Use live chat for pre-sales support

Live chat has become an indispensable tool for connecting with customers in real-time. Some inquiries present a great opportunity to sell a specific product, which Olipop shows here: 

Gorgias live chat is designed to integrate seamlessly with the leading platforms for ecommerce customer support. It allows you to manage live chat tickets alongside those from email, phone, and social media, providing a unified interface to serve your online customers more effectively.

Chat campaigns can trigger when certain conditions are met (like visiting/dwelling on a certain page or being a repeat shopper). You can hit these targeted shoppers with personalized product recommendations or provide a unique discount code. 

To sum it up: You're not only addressing customer needs in real-time with live chat but also creating opportunities to influence purchasing decisions positively.

Integrates your helpdesk with the rest of your tech stack

Gorgias boasts a suite of over 100 app integrations , covering every facet of your store's tech stack like CRMs, loyalty tools, ERPs, and more. Some popular choices are  Shopify (ecommerce) , Okendo (reviews) , Yotpo (loyalty rewards and referrals) , and Recharge (subscriptions) . 

This extensive range means that Gorgias can likely connect with whatever tools you use to manage your ecommerce business, creating a streamlined workflow for your customer service agents.

The real win with these integrations? They let your agents get super personal with support. 

When an agent pulls up a ticket, they’re able to see everything they need to know— past buys, loyalty points, you name it. This means they can give spot-on help that feels really tailored to each customer, cutting down on all that back-and-forth and making the whole experience smoother.

“Having quick access to previous order info in the helpdesk is super convenient and helps us turn our support agents into sales people.” —Ian Anderson, Operations Manager @ mnml

Boost revenue through improved customer satisfaction

When it comes to turning satisfied customers into sales, Gorgias users are living proof of the potential.

Take Kirby Allison , for instance, who saw a 23% uptick in conversions after automating 30% of their customer support tickets. Or consider TUSHY , influencing a whopping 25% of their sales through Gorgias Convert.

These success stories highlight a clear message: customer service strategy isn’t just about problem-solving but about creating opportunities.

Ready to see the difference a proactive customer-first approach can make for your bottom line? Give Gorgias a try.

To deliver excellent customer service, actively listen to customers' needs, demonstrate empathy and understanding, provide timely and accurate solutions, and consistently exceed their expectations. Always prioritize clear communication, ensure deep product or service knowledge, and seek continuous feedback for improvement.

To handle an angry customer, remain calm and empathetic, actively listen to their concerns without interruption, and work diligently to find a solution or offer an alternative. Always prioritize the customer's feelings and needs, and if necessary, escalate the issue to higher management or specialized teams for resolution.

Customer service techniques can enhance the overall customer experience, fostering trust and satisfaction. By consistently addressing concerns, anticipating needs, and building meaningful relationships, businesses can deepen customer loyalty and directly boost retention rates.

Personalizing customer interactions makes customers feel valued and understood, leading to a deeper connection and enhanced trust. Tailored experiences cater to individual preferences and needs, elevating satisfaction and increasing the likelihood of continued loyalty and engagement.

Want to provide Best-in-class CX to your Shoppers?

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7 Ways to Improve Your Customer Service Response Times

Modern customers have high expectations when it comes to customer service. One survey showed that nearly half of customers expected an email response from businesses in less than four hours. If your average response time is much higher than this, you could be losing out on a lot of business. 

Of course, meeting customer expectations regarding response time is often easier said than done. If your customer support team is struggling to keep up, the good news is that there are some effective ways to shorten your response times without having to hire a team of new employees.

In this blog, we'll discuss why a fast response time is such a vital component of great customer service and go over seven proven methods you can use to achieve a faster response to customer service emails and messages. 

What is a good customer service response time?

When a customer reaches out to you, you should aim for a first response time of one hour for emails, 15 minutes for social media messages, 40 seconds for SMS messages, and even less than that for live chat messages.

Why response times are important for customer service teams 

No matter what product or service you happen to be selling, creating a positive customer experience is an essential ingredient in the recipe for long-term success. While there is a lot that goes into creating a great experience for your customers, prompt customer service goes a long way. 

Here are a few of the reasons why achieving fast response times is such an important goal for your customer service department: 

1) Customers continue to demand faster responses 

More and more customers have come to expect near real-time access to companies across multiple channels. One Hubspot survey showed that 90% of customers rate an “immediate” response as important or very important when they have a customer service question. 

Furthermore, 60% of people who needed support defined "immediate" as 10 minutes or less. If your company isn’t responding to customer queries at least this fast, you risk falling short of expectations your competitors may be meeting. 

2) Poor response times reflect negatively on your company 

Fair or not, poor response times can hurt your brand image. Encouraging brand loyalty and return customers is a vital goal for any business, and poor response times can make this goal all the more difficult to reach. 

Keep in mind that customers expect fast response times since so many companies today can meet those expectations. If your company isn't keeping up with the customer service offered by the competition, it could damage your brand reputation among existing customers. 

3) Faster responses that lead to quicker resolutions can increase revenue

There are plenty of scenarios where responding to a customer query within a short time frame can lead to your business making more money. If a customer has a question about your product, for example, responding quickly before they move on to another product could lead to a sale you might not otherwise make. 

If a customer needs to return a product, prompt customer service could encourage them to exchange the product for another product or store credit rather than becoming frustrated and demanding a cash return. In instances such as these, fast response times that lead to quick resolutions can directly translate to more or retained revenue. 

4) Quick responses can boost customer satisfaction

Good customer service doesn't mean that you always have to solve a customer's issue on the first response. In many cases, simply acknowledging their email and letting them know that you’re working on a solution is enough to keep customers temporarily satisfied and buy your customer service team some time. 

Unless the issue is immediately resolvable, your goal in an initial response should be to acknowledge the customer's problem, let them know that you’ve assigned their ticket to a representative, and provide them with a time frame for when they can expect a resolution. 

Sending out an initial response that covers these bases can keep customers satisfied and patient while your team members work on their follow-up. 

Related: How To Measure Net Promoter Score (NPS)

5) Slow response times might increase your workload

Achieving fast response times may seem like a lot of work. Many times, though, slow responses can end up increasing the workload of your customer support team. If you don't respond quickly enough to a customer that needs assistance, they may end up contacting your company multiple times through multiple channels. 

This can lead to numerous support tickets being created for a single issue, bogging down your team and creating unnecessary confusion that could have otherwise been avoided if you had responded to the customer's initial query promptly. This is another reason it’s helpful to keep your average first response time as low as possible. 

How to reduce customer service response times

For all of the reasons listed above, responding to customer service emails in the shortest amount of time possible is ideal. Thankfully, there are many different methods you can use to speed up your response times across all your support channels that don't require huge investments or shifts.

1) Make sure you're measuring first response times 

Before you can test out solutions, determine what your average response time currently is (if you don’t already know). First response time is a crucial customer service metric to evaluate your team's impact because it affects revenue-related metrics like churn and retention rates .

To calculate the average first response time, all you have to do is add up all of your first response times for a given period then divide that number by the number of resolved tickets during that time.

Once you've determined what your average first response time is, you can then set goals for improvement and continue to measure your progress. Gorgias provides you with many analytic tools that allow you to track key customer service metrics, including average response time. By leveraging tools such as these, you can easily analyze your customer support team's efforts and set achievable benchmarks for more improvement.

Related: Customer Service ROI: How to Measure and Improve

2) Take advantage of customer service software

Responding to every customer email manually is a monumental task. If you’re still solely relying on traditional methods of responding to customer queries, achieving fast response times is going to be nearly impossible. Fortunately, there’s a wide variety of customer service software on the market today that can take a lot of the heavy lifting out of your workflows.

For example, help desk software allows your team members to see and reply to customer queries from any channel — like social media, ecommerce stores, WhatsApp, and SMS — from a single centralized dashboard. You can organize them based on factors such as the date and time received, priority, subject matter, and some other categories.

Customer service software also automates time-consuming tasks, like sending initial responses to customer emails. This is just a snapshot of the ways these platforms can help your team reduce your response times. We highly recommend leveraging software to optimize your customer support process. 

Related: Learn how Gorgias' support performance and live agent performance dashboards can help you measure

3) Utilize customer service automation for 24/7 service 

We touched on it briefly, but customer service automation can free up your customer support team significantly during business hours. It provides customers with immediate, automated responses that you can personalize to make sound as friendly as a manual response. These small measures free up your team to focus on more complicated and pressing tasks.

That’s not all. Setting up an auto-responder allows you to send customers an all-important first response any time you like. There’s no need for a live representative, and a quick response could prevent another ticket or message from piling up to deal with in the morning. Most software lets you automate responses and send them via email, chatbot, app notification, text and more. 

Recommended reading: Ecommerce Customer Support Best Practices

4) Use scripts and email templates 

Having your customer service team type out a custom response to every new email they receive from a customer is inefficient. In addition to using an auto-responder to send out an automated first response, one simple way to speed up your reply time is to make use of scripts and email templates . 

To build your scripts, start by identifying common questions and issues that your support team encounters most frequently. You can then create helpful boilerplate answers with blank spots to plug in customer details using your software or other tools. 

One pro tip is to look back at positive customer feedback or five-star interactions to get ideas. See which answers made customers feel heard and satisfied while also solving their issues quickly. For live customer support channels such as phone calls or live chat, you can create scripts for each FAQ that representatives can follow. 

Leveraging scripts and email templates ensures that your team members aren't having to type out the same response over and over again to commonly asked questions, enabling them to provide service in a more efficient and timely manner. 

5) Create a system to categorize and segment priority tickets 

Some customer support tickets should take higher priority than others. A customer that’s reporting a fraudulent purchase with their debit card needs a quicker response than someone who’s asking if there are any discounts they can use.

• Start by prioritizing tickets that have been open the longest. These are the customers who may be growing impatient, or even angry enough not to shop or work with your business again.
• From there, you’ll want to prioritize the most complicated or resource-intensive tickets. This helps your team get a head start on the tickets that could end up taking a lot of time to resolve. 

Beyond prioritizing tickets, it’s also helpful to categorize them if they share similarities. Grouping similar tickets together boost efficiency. For example, your team can come up with one main solution (create a new discount code because the previous one is buggy) and easily resolve the entire group of tickets in a single pass. 

If you’re making use of email templates , a single rep may be able to clear an entire batch of tickets in seconds or minutes.  

6) Offer multichannel customer support options 

Every channel where you communicate with customers — from your main phone line and website to messaging platforms like social media and live chat support — should include customer support options. Having multichannel customer support options offers a couple of advantages.  

For one, it makes it easy for customers to reach out and engage with your company wherever they are. You may be serving customers across demographics, from Generation Z to baby boomers, all of whom have different communication preferences. The customer’s initial outreach is their first interaction with your customer service experience, and it’s great to start on a note of convenience and ease no matter who the customer is. 

Setting up multichannel customer support options can also give your response teams quicker access to the requests that they receive, allowing them to organize by priority no matter where the request originates.

Recommended reading: Customer Support Metrics

7) Leverage self-service to reduce tickets 

Any time a customer can resolve their issue on their own is a success for your business. Customer self-service support keeps your team’s hands-free and prevents one more support ticket from entering the queue. Here are some useful resources you can provide customers: 

• Company blog
• Product instructions, how-tos, and video tutorials
• Community forum 
• Dictionaries or glossaries 
• Case studies 
• Knowledge base or help center

Equipped with this information, many customers will be able to answer their questions — and perhaps discover or try something new with your product. As you’re putting these resources together, think about how tech-savvy your audience is and how long they want to spend reading about their issue. 

With Gorgias Automate , you can improve your live chat widget with a self-service flows that let your customers track and manage their orders without any agent interaction. You can also enable a chatbot. Customers can type in their question or comments and the chatbot will pull up your content that matches those keywords. 

All of these tools combine to reduce the number of tickets your support team receives in the first place, which can ultimately result in faster response times for the tickets that do appear. 

Recommended reading on live chat:

• ‍ 9 Live Chat Support Metrics You Should Follow to Satisfy More Online Shoppers
• The Impact of Live Chat on Sales

Gorgias helps support teams reduce response times

We’ve covered a variety of ways to roll back your response times, but that’s not all these best practices accomplish. They also optimize your customer service workflow overall, ensuring your customer service interactions are positive and helpful and your team isn’t overloaded or losing time to repetitive, manual tasks. 

At Gorgias, we’re proud to offer a number of different customer service software solutions, from live-chat solutions to chatbot solutions, to email auto-responders. To learn more about how Gorgias can help you speed up your response times in a way that is affordable and hassle-free, book a demo today.

Chatbot vs. Live Chat Software: What's the Right Solution?

Imagine leaving your angriest customers to spar with an automated script in your website’s chat window. Now picture your support team reading “Where is my order?” for the hundredth time and glancing at the clock, only to find six hours left in the workday. 

Who do you think is more frustrated?

Luckily, you won’t have to answer that, because these are completely avoidable problems. Once you learn the important distinctions between chatbot software and live chat software, you’ll understand how to use them both more effectively and lower blood pressures across the board.

Chatbots rely completely on automation and artificial intelligence (AI) while live chat software connects customers with human agents via a real-time chatbox. A third option, self-service chat, is an appealing alternative.

To determine which solution(s) is best for your business, let’s compare chatbots and live chat software and go through the top use cases for each.

What is live chat software?

Live chat support connects customers with human support agents who can answer their questions and assist them with any issues. When a customer opens the chat box on a live chat support solution, they are connected with a real person from the company's customer support department. 

Support agents then use live chat messaging to address customer inquiries and walk customers through the solution to their problem. 

Interested in getting live chat software? Check out one of these lists for tailored recommendations:

• Best live chat software for ecommerce
• Best live chat software for Shopify stores
• Best live chat software for general use

Pros and cons of live chat

• Live agents have the knowledge base to answer complex queries and customer issues 
• 73% of customers state that live chat is the most satisfactory form of customer communication with a company
• Enables multitasking for support agents so they can assist multiple customers at the same time
• The personalized touch of a real human can go a long way toward improving your customer satisfaction
• Support agents can find opportunities to convert visitors or turn support interactions into additional sales 
• Not available after-hours when your customer team is off the clock
• More expensive to employ agents to respond to chats
• Responses will be slowed down by high volume which impacts resolution times
• Much of your agents’ time will be spent answering the same simple questions over and over

What is the difference between chatbots vs. live chat?

Unlike live chat software, chatbot software doesn’t connect customers with human agents. Instead, chatbot software connects customers with a chatbot that utilizes AI and machine learning to provide natural language answers to common questions. 

Automation assists customers with less complex issues and provides quick answers. Chatbot technology enables companies to reduce their average response time, and frees up support agents to focus on more complex queries.  

Pros and cons of chat bots

• The ability to answer questions 24/7 without paying for agents to work around the clock. According to a survey by Drift, 64% of customers say that 24/7 service is the best feature of chatbots. 
• Chatbots offer instant responses to common questions like pricing inquiries, improving customer experience with quick resolutions to common issues
• Chatbot solutions are a highly cost-effective option, as they allow companies to resolve more customer issues without having to hire new customer support reps
• By answering commonly asked questions and resolving simple issues, chatbot solutions can free up support agents to focus on more complex questions
• Chatbots can’t handle complex inquiries requiring human intervention
• Automated responses are a colder, less human form of communication, which can impact customer satisfaction
• No opportunity for agents to elevate an inquiry into an exemplary customer experience, such as offering personalized live chat offers
• Customers will become frustrated if the chatbot can’t properly answer their questions or solve an issue

Live chat vs. chatbots: Evaluating their strengths to help you choose the right one (or both)

When comparing chatbots with live chat solutions, it's important to recognize that each category offers its own unique advantages. Many companies choose to employ both live chat and chatbot apps on their ecommerce websites. 

With that in mind, let's explore the strengths of each solution.

Response times and customer expectations 

One of the biggest advantages of chatbot solutions is the fact that they allow for immediate responses to customer inquiries. Live chat solutions can also help companies reduce their wait times, though not to the same degree. 

Chatbot advantage: Answers are immediate

According to data from HubSpot , 90% of customers rate an "immediate" response as important or very important when contacting customer service, with 60% of customers defining "immediate" as 10 minutes or less. 

With a chatbot app, offering immediate response times to customer queries is a much more attainable goal. Best of all, these immediate response times are a 24/7 offering for customers, whereas live chat agents may not always be on the clock. 

Live chat advantage: Solve complex issues

The problem with relying solely on chatbots to reduce customer wait times is the fact that even the best and most intelligent chatbots are often unable to resolve complex issues. Chatbots are excellent at pulling information from internal databases to answer common questions, such as providing the status of a customer's order or editing it.

But for uncommon questions or complex issues, a chatbot alone may not be sufficient. Because they can only handle one thing at a time, it can take forever before you get all of your questions resolved.

Solution: Use both chatbots and live chat

Many companies use chatbots alongside live chat support. This allows businesses to offer both immediate responses, as well as more in-depth support for complex issues. 

For example, a customer may first be connected with a chatbot that provides instant responses to their query and assists with gathering initial information. If the chatbot determines the customer's question or issue is too complex to resolve, the customer is then connected to a support agent via live chat. 

This combination is an ideal solution for many companies, allowing them to quickly resolve common issues without the need for a live chat agent. At the same time, customers have the option to speak with a real person in cases where assistance from a chatbot alone isn’t sufficient. 

Human touch and personalization needs 

While chatbot apps can help reduce customer service wait times and the number of customer service reps needed, many customers prefer speaking with a person. 

Live chat advantage: The human touch

A CGS study found that 86% of customers would rather interact with a human agent than a chatbot. Further, 71% of customers say that they would be less likely to purchase from a brand that did not have real customer service representatives available. 

Chatbot advantage: AI learning

Chatbots have come a long way toward replicating natural language and determining customer intent for better customer engagement. Today, the best chatbot applications can come quite close to sounding like actual human beings. 

Chatbots leverage AI and machine learning to deliver personalized responses, as opposed to only “canned” responses, and can better serve your customers. 

Even the most advanced chatbots still fall short of a live representative when it comes to delivering a personalized, human touch. They’re also lacking when it comes to handling more complex questions or customer issues. 

Once again, a combination of automation and live chat support is typically the best approach. 

Consistency and accuracy

Chatbots and live chat applications have unique advantages when it comes to delivering consistent and accurate responses to customer queries. 

Chatbot advantage: Consistency

Chatbots are excellent at delivering consistent, on-brand messaging. They can be programmed to systematically follow templates or scripts to provide a consistent customer service experience. 

When working with human customer support agents, this high degree of consistency can be a little more difficult to achieve. 

Live chat advantage: Accuracy

While live chat support may not offer the same consistency as chatbots, human support agents do tend to be more accurate when determining the intent of the customer they are assisting. 

For example, a simple spelling error can sometimes confuse chatbots, whereas a human customer support agent would be much more likely to look past the error and correctly figure out what the customer needs. 

A human agent is also much more likely than a chatbot to accurately interpret questions that are worded strangely. 

For companies that are choosing between chatbots and live chat support, it’s a question of whether they’d like to prioritize consistency or accuracy. This is yet another reason why a combination of chatbots and live chat support is often the best solution.

More chat features to provide self-service support without the bots

Many of the issues your website visitors have with bad chatbots involve their mimicry of support from real people. It’s easy to tell when you’re chatting with a robot, but it’s not always made clear to you by the chat widget.

But there’s a third chat option that you should consider in addition to live chat and chatbot software.

Self-service chat options make it clear to your customers that they are receiving automated help. By presenting menus instead of imitating a human conversation, self-service customer support empowers customers to find the answers they need on their own.

It’s a win-win, because the customers get the answers they need in real time, at any hour. And your team can focus on support tickets that are more important to the business.

Here are a few ways self-service chat options can work.

Self-service order management

Up to 30% of incoming customer service tickets are shipping status requests. With self-service order management in the chat widget, customers are empowered to make these queries on their own — providing fast answers and reducing your support tickets.

These automated options are easy to add with Gorgias . This self-service adds buttons to the chat widget to automatically:

• Track an order
• Return an order
• Cancel an order

Quick service with chat automation provides quick, responsive customer service, which means better customer experience and a positive impact on revenue.

Barcelona-based shoe brand ALOHAS added self-service order management flows with Gorgias after experiencing a high chat volume. This allowed customers to find information on their own without a human needing to respond.

Here’s how a “track order” request looks in action:

Quick answer flows

When using a chat widget, you’ll notice the same questions come up again and again. You can satisfy those FAQs by adding quick answer flows into the chat widget.

These automations can be set up in the widget for questions like:

• What is your shipping policy?
• Are there any discounts available?
• Do you have any new products?
• What materials do you use?

These automations can be customized for whatever FAQs are most relevant to your ecommerce store.

Here’s how it looks, for example, when an ALOHAS customer wants to find out more about the brand’s shipping policy.

Luxury jewelry brand Jaxxon has used these self-service quick responses with great success . The customer service team found themselves overwhelmed with customer questions and unable to respond as quickly as desired.

Jaxxon upgraded their live chat widget with Gorgias Automate with Quick Responses for customers. The result, combined with using Gorgias’ helpdesk, reduced live chat volume by 17% and lifted the on-site conversion rate by 6%.

Autoresponders

Even when a customer chooses to type out a question, automation can be used to provide quick, customized service through the chat widget.

Gorgias can detect questions that come in through chat and provide automatic answers using Rules and Macros .

Here’s how the flow works:

• Intact detection scans the incoming message.
• Rules is triggered when a relevant message is found (such as some asking about where their order us) is responds to the customer.
• Macros is where you create the templated response sent to the customer. The Macro can be set up to pull in a customer’s unique information like order number, their name, and their tracking code.

The best part is this can not only be used for chat, but for responses to tickets coming in through other communication channels like email , social media , and SMS .

Keep customer service running 24/7

With Gorgias, you can make sure your chat widget isn’t missing a single ticket, even if your customer support team is offline.

First, you can set up your business hours to correspond with when you have live chat available. This will show up on your site’s chat widget by either showing the current status as online or offline.

From there, you can create automated responses for whether you’re offline or online. During business hours, this message can tell customers you’ve received their request and give a time by which they can expect a response.

After business hours, the responder can tell customers that although you’re offline, they can expect a response during the next day’s business hours via email.

You can also use a contact form which turns a chat into an emailed ticket. This is great to use after-hours and to make sure chat requests don’t get lost overnight. 

Combine automation and human interaction for the strongest customer experience

The use of automation within customer service is multifaceted. As we discussed earlier, a human touch is critical for many customers, and speaking with an automated chatbot can be a turn-off. However, automation certainly has its place in the customer service process.

On the customer’s side, starting with self-service chat helps them receive quicker customer support at scale — a more satisfying experience. On your team’s side, automation allows for sorting, segmenting, and prioritizing tickets .

When self-service chat can’t solve an issue, someone from your support team can easily step into the conversation. You can use Macros — scripts that automatically bring in the customer’s information — to scale the human touch on your support team.

So in reality, it’s not automation vs human support. These are two complementary tools that work better together. And the result is a stronger and faster customer experience for your website visitors, which can increase your conversion rate by as much as 12%.

Still not convinced? In 2021, brands using the Gorgias chat widget generated an average of $38,702 from conversations involving chat. We have a whole post on live chat statistics that can help illustrate the impact our chat widget can have on your business.

Gorgias brings intuitive live chat to your ecommerce business, alongside your other channels

If you’re an ecommerce business looking for an all-in-one customer support solution that includes live chat support and AI-powered chatbots, Gorgias is your one-stop shop. 

Our algorithms are trained on hundreds of millions of ecommerce tickets, so you can be sure your customers are getting the right responses every time. 

Plus, you can manage both live chat and chatbot conversations in the same dashboard that you use for all your other channels, including phone, email and major social media platforms. Bring in chat from other channels, including Facebook Messenger . We’ll even be supporting Whatsapp in early 2023.

Our customer support platform is available for Magento , Shopify , and BigCommerce users.

Read more about our chat offerings by clicking here .

Customer Service Messaging: Tips and Templates for SMS + Conversational Channels

Customer service messaging (also known as conversational customer service) is a powerful way to elevate the customer experience and delight customers beyond their expectations. For customers, texting with a support agent feels much more convenient and casual than slower channels like email. And, SMS is a much better channel for “on-the-go” communication, since most people always have their mobile phones and can usually reply to text messages quickly.

That’s why customer service messaging is one of many recent customer service trends shaking up how ecommerce and D2C businesses offer support.

In this guide, we’ll discuss how your business can implement or improve this type of customer support and other conversational channels in your customer service strategy. 

Let’s get started with why it’s important for businesses to offer SMS customer service .

What is SMS customer service?

SMS customer service is when support teams resolve customer questions and issues via text message.

Why SMS text messaging improves the customer service experience

Customers love these one-to-one messaging channels for customer service because they’re so quick and convenient. When implemented well, conversational messaging allows customers to reach your CS team and get answers quickly — within 42 seconds, most of the time . Especially considering that 42% of customers prefer communicating with customer service on messaging apps over any other channel, introducing a conversational channel may do wonders for your brand’s customer satisfaction.

Your customer support team can also use these channels to proactively reach out to customers with important updates and timely discounts.

SMS customer service is especially attractive to your customers because they don’t have to stay glued to your website or check a social media app for new DMs. They can get answers to their questions on a device they already check 96 times per day . Let’s take a closer look at SMS, a channel that’s quickly gaining ground as a standard support option. 

10 tips to successfully incorporate messaging into your customer service strategy

Adding each messaging channel at one time might overwhelm your customer support team. Likewise, a new channel may have low adoption if you don’t announce it to your customers. As you begin offering messaging experiences as a part of your customer care portfolio, use our top 10 techniques to maximize the effectiveness of your workflows on those channels.

1) Funnel all interactions to SMS or messaging channels and then move to email or phone if needed

For issues with easy solutions, there’s no reason for customers to engage with email or phone. Emails are slow and clunky and phone calls can lead to customer frustrations, especially if your wait times are excessive. Texts are far faster than either option and can provide simple, accurate information that leads to speedier solutions — and happier customers.

For that reason, we recommend setting up your contact page and information so that text and other live channels are your first line of communication — well, after self-service support . You can always move to email or phone if the customer requests it or if the problem you’re trying to solve is better suited to one of those channels.

Tip: Speed is an important factor in all customer service interactions, but it’s critical when sending any sort of instant message. First response time (FRT) is a key customer service metric you can measure with Gorgias through the analytics dashboard . Make sure to track the speed of your responses when you start your support messaging program.

2) Consistently let your customers know that you’re available on quick messaging channels

To inform your customers they can now text your brand, we recommend adding “Text us,” plus your phone number, in some or all of these places: 

• The footer of your website
• The “Contact Us” page of your website
• Your Gorgias Help Center
• Transactional emails (order confirmation, return initiated, etc.)
• The signature of your support agents

You can put your messaging app information in the same spots, and make sure to say you accept support requests via DM in your social media bios so customers know they can shoot you a message.

Tip: Because conversational customer service usually takes place on a user’s phone, you need to keep responses short and friendly. The long, detailed macros and templates you might use for emails won’t work when communicating through short messages — depending on your platform and your customer’s phone, long messages might not send or might get broken into multiple text messages. Plus, depending on your brand’s tone of voice, conversational channels are a great place to use emojis, images, and GIFs to make the conversation even more friendly and casual. 

3) Use autoresponders for a lightning-fast first response

Start every messaging interaction with an autoresponder. This tactic lets your customer know that you received their request, and it gives your human agents a small buffer of time to finish up their current encounter before starting the new one. You can also include a link to your help center in case they want to look for their answer on their own.

You can use this tactic whether you’re incorporating chatbots for basic query automation, or using your customer service agents for all customer interactions.

See page XX for an example of an autoresponder Rule for messaging.

4) Create a system to categorize and segment priority tickets 

Some customer support tickets should take higher priority than others. A customer that’s reporting a fraudulent purchase with their debit card needs a quicker response than someone who’s asking if there are any discounts they can use. 

You can start by prioritizing:

• Tickets that have been open the longest . These are the customers who may be growing impatient, or even angry enough not to shop or work with your business again. This can be set up with a View of tickets that have been open for more than X minutes, where X is an amount of time corresponding to your service-level agreement (SLA).
• Tickets from VIPs and loyal customers . You can tag these customers and make a View based on that tag to surface their questions and concerns.
• Tickets that fall into certain intents , like “order/damaged,” which Gorgias auto-assigns through our proprietary algorithms. You can auto-assign these tickets with a “priority” tag using a simple automation Rule and set up a View that has all open priority tickets.

You can even set up dual priority queues for all priority-tagged tickets: One for priority tickets that are about to go past the first response time in your SLA and another for all other priority tickets. Then prioritize the former, followed by the latter, followed by other tickets, to keep your first response time and resolution time down while giving attention to important tickets.

Beyond prioritizing tickets, it’s also helpful to categorize them if they share similarities. Grouping similar tickets together boosts efficiency. For example, your team can come up with one main solution (create a new discount code because the previous one is buggy) and easily resolve the entire group of tickets in a single pass.

5) Use Macro templates to respond faster to repetitive requests…

If you are responding to customer service messages on a platform like Gorgias that supports Macro templates, you need to take advantage of this time-saving feature. But you can’t just take your existing email templates and drop them into these conversations.

You need to create a specific set of Macros for messaging purposes, using the principles we mentioned earlier: short, friendly, personalized, etc. That means you need to use variables like [Customer first name] or [Last order number] to personalize messages. If you set up your Macros strategically for DM and SMS messaging, many can be reused for live chat, as well.

To prioritize building Macros that will have the highest impact, create Macro templates to respond to the most common questions that have come through your helpdesk. You can also ask your team which responses they end up writing out the most and add those templates too. 

Once you create and launch these Macros, you can automatically add Tags to Macros for reporting to see which Macros are being used the most. This will help you understand where you have gaps (or unhelpful Macros) and can make tweaks to improve your agent workflow and customer experience.

6) …Or deflect those repetitive requests altogether with automation Rules

If your customer service platform supports automation, as Gorgias does through our Automation Add-on , you can deflect up to a third of repetitive, tedious tickets instantly, with no human interaction. Much of this automation can be applied to customer service messaging, as well.

When we mention automated answers, some support professionals say something like, “We don’t want to send low-quality automated responses to our customers.” We completely agree: For many tickets, automation doesn’t provide the best customer experience. 

However, as you know, most tickets your support team receives are repetitive and low-impact, like questions about order status ( WISMO ) or your refund policy . We recommend setting up automatic responses for these tickets, so customers get instant answers and agents have more time to respond to tickets that actually need a human touch.

Look through your reporting dashboards to see the tickets that are taking up the most time on your support team, and prioritize those requests for automation with Rules, where appropriate.

7) Go beyond text-only interactions with multimedia messaging

WhatsApp Business, Facebook Messenger, and SMS support images, and luckily so does Gorgias. This is a more engaging way to interact with customers, and it also allows you to exchange relevant images like broken parts, malfunctioning equipment, and screenshots for more helpful instructions.

If you want to go this route, maintain a catalog of fun, topical images that your support team can use in their customer conversations, and give them the freedom to collect their own images to insert. It’s a great way to make your support feel more personal and human, but use common sense: Frustrated customers don’t want to receive a picture or meme, they want their problem solved as quickly as possible.

8) Provide proactive support at scale on platforms that allow it

SMS and other personalized one-to-one support channels can get a little complicated because not everyone wants to interact on the same messaging application. True SMS support goes out over cellular networks and lands in users’ actual text messages, the same way messages from their friends and family do.

But you may need to be ready to handle other support channels that use similar short, text-based communication. These include Facebook Messenger , WhatsApp , and your website’s web chat . Certain channels may be a better fit for your unique customer base — for example, Instagram attracts a younger audience than Facebook Messenger, and WhatsApp is more common outside the US. Likewise, you may have other specialized messaging channels or messaging platforms that you need to support.

As a rule of thumb, you need to be where most of your customers are, which varies across businesses and industries. But to reach the desired level of customer engagement, most businesses need to be reachable via most, if not all, the major applications and support channels. 

That’s where a unified customer service platform can be really useful. By keeping all of your customer conversations in one feed, you can handle more channels more strategically, through triage and routing to dedicated agents for specific tasks. For example, you could have one agent who just handles messaging and route all messages to that person for a quicker response.

On platforms like WhatsApp Business, you don’t have to wait around to hear from customers. This allows for a wide range of strategic and proactive support interactions. 

For example, you can send out text blasts:

• When you have an issue affecting all customers (i.e. website downtime) to let them know what’s going on (and avoid getting excessive tickets about the issue)
• When you have new product launches or add-ons, driving revenue and customer education
• When you have relevant announcements for customers: limit these to news that actually affects customers (i.e. shutting down your community or a time-sensitive sale), not company news (i.e. your latest fundraising) 

A proactive approach builds trust with your audience — they will see you going above and beyond with these efforts, and know that you’ll be upfront with potential issues.

9) Integrate your SMS support with your marketing efforts

SMS marketing is a useful tool for your ecommerce store, but it becomes even more powerful when you integrate your SMS marketing tool into Gorgias. Send out SMS blasts and have support agents on hand to handle any questions you get in response, to help nudge those customers closer to a sale.

With certain integrations — Klaviyo , for example — you can even use Gorgias attributes to segment and build campaigns. Use this function for win-back campaigns, or to send a special offer to customers who posted low CSAT scores.

10) Conduct surveys using text messages to collect feedback from customers

Text messages are an effective method for collecting feedback from existing customers, too. Once customers opt in to SMS communication, you can use this point of contact to launch quick surveys that provide valuable feedback.

Response rate is always an issue with email surveys, and other channels see higher response rates. Using a multichannel approach will supply you with more responses and help you make more data-driven decisions with the results.

Note: In a customer service tool like Gorgias, you would use one of our integrations with Klaviyo or Attentive to send the survey to entire segmented lists of customers or prospects, all at once.

SMS customer service templates for common response types

Ready to start implementing an SMS customer service strategy but not sure what to say? We get it: Staying concise yet friendly is tough, and so is conveying all the needed information in such a short space.

We’ve put together a collection of proven templates you can start using today. Adapt as many of these as you need to fit the contours of your business, and bring them into your customer service platform of choice. In Gorgias, you could auto-populate these responses through our Macros.

Note: We’re sharing these templates as text messages, but they can easily be adapted to other conversational channels like social media DMs and live chat. 

Ticket received template

As we mentioned earlier, it’s a good idea to set up an autoresponder. This tactic can buy your team time to finish up a previous interaction or send an email, yet it shows you’re on top of the interaction and will be back soon.

Here’s our template for a ticket received autoresponder:

Thanks for texting {Brand Name}. An agent is reviewing your question now. We’ll get back to you shortly :)

Introduction message template

The introduction message is the point where your autoresponder or chatbot passes off the reins to a human agent. It’s the first point of personalization, and you want to make a solid impression. Still, your agents don’t need to be typing these out every single time. Use a template like this one to break the ice (just with a little less repetitive stress injury):

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Thanks for messaging us. What can I help you with today?

Hours of operation template

There are two frequent scenarios where an hours-of-operations text makes sense. One is as an answer for when customers message you on social media or elsewhere just to ask when you’re open. In those cases, use this template:

Hello, {Customer First Name}! I’m {Your Name} from {Brand Name}. Our hours of operation are Monday through Friday, 9 a.m. to 8 p.m. Best, {Your Name}

The other scenario is when a customer reaches out via a messaging channel and there’s no one on the other end. If your helpdesk isn’t open 24 hours a day, use a template like this when the team isn’t live:

Hello, {Customer First Name}! Our live chat helpdesk is open {list hours}. You’ve reached us outside those hours. Leave a short message here and we’ll get back to you tomorrow.

By the way, if around-the-clock coverage is a goal of yours, you might be interested in introducing contact forms into your live chat widget. These forms let you keep your live chat on 24/7 and, when nobody’s available to answer, they ask customers for contact information so you can be sure to follow up. Learn more about Gorgias’ automation add-on and contact forms .

Order status template 

This one’s pretty obvious: You want to let the customer know the status of an order, and there’s no reason to manually type a whole message to do it.

Use this template when a customer asks for their order status. You can create variations of this one for delays or other order status updates, and even customize it further to include tracking information.

Hey {Customer First Name}, great news: Your order has shipped! It will arrive on {delivery date}. Let me know if I can help you with anything else!

Payment reminder template

Customers with recurring subscriptions sometimes forget the frequency they sign up for or when their next payment will be. Use this template if customers frequently ask your brand when their next payment is:

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your next payment of {amount} is coming up. Your card on file will be charged {due date}. Questions? Reply here or call {phone number}.

Pro tip: While there’s nothing inherently wrong with soliciting payment via SMS, many consumers will view this with suspicion. Text channels may not be the best avenue for inviting bill payments or collecting credit card information. It could also lead to more cancellations, which makes it a balancing act, though customer clarity is important to have. Always track the impact of changes to your process and be mindful of how new touchpoints could affect it.

Deals or rewards template

If you’re trying to build brand loyalty or win back an upset customer, sometimes a simple discount code can go a long way. At the end of an SMS conversation, there may be times when you can surprise and delight customers by sending over an exclusive deal. Here’s a template (though you’ll certainly need to customize this one further to fit the details of your offer):

{Customer First Name}, thanks for being such a loyal customer. We’d like to give you {details of the offer}! Click to redeem: {short URL}

Refund issued template

Refunds happen, and they don’t always require a massively complicated interaction with your contact center. If you’re able to resolve a ticket and issue a refund with a simpler interaction, this template can finish the one-to-one portion of the encounter. 

Notice the template specifies that the interaction will finish up asynchronously (via email). It’s a great way to tie off the synchronous, real-time interaction and lead the customer right to the next step (check your email.) 

Here’s the template:

Hey {Customer First Name}! We’ve issued a refund for your last order. We’ll send all the details to your email, but feel free to let me know here if you need anything else.

Pro tip: You can tie discounts and future order credits into this template, but make sure your entire team is aligned on your official policy as you update the Macros to match it. You may also want to have different tiers of intervention (and offerings) depending on the severity of the issue.

Customer check-in template

The customer check-in is another asynchronous message that occurs outside of an active conversation. Perhaps the customer walked away from a previous encounter or seems to be stuck on the customer journey based on other CRM data.

Whatever the reason, a gentle, well-timed message can sometimes get the customer back on track.

Here’s a model:

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Just checking in to make sure everything is working well for you. If you have any issues with our {products/service} or need anything else, let me know!

Templates for SMS marketing and relevant integrations 

Though a customer service platform can handle the above templates, you’ll likely want to expand even further through additional integrations with the platform. If you take that approach, here are some opportunities that open up:

Discount template

If you’re running a sale or trying to drive traffic to your site, a great way to do so is by texting a discount code to customers on your SMS list. Because their phone is probably close by, it’s great way to promote your sale and make sure it gets noticed. Here’s a template you can use (but remember to update with your own promotion!): 

Flash sale, this weekend only! Up to 40% off, including our latest collection. Shop now: {insert URL} 

Appointment reminder template

Medical offices and other organizations that schedule appointments or meetings can bolster attendance and reduce no-shows by providing yet another reminder — one that reaches patients and customers directly via phone.

If your SMS system supports it, you can invite an auto-reply to confirm or cancel an appointment, too. Use this template:

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your appointment is scheduled for tomorrow at {appointment time}. See you then! Reply Y to confirm, N to cancel.

Order confirmation template

Order confirmation messages simply confirm that your business has received and is processing a customer order. These don’t typically take place during an active one-to-one customer service interaction. Instead, they’re sent automatically and asynchronously, whenever the order confirms.

Still, you can set them up as personalized messages and enable replying so that, if something happens to be wrong, the customer knows how to reach out.

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your order #{order number} has been received, and we’re working on it now! We’ll message you again when it ships. Questions? Reply here.

Pickup notification template

If you’re in an industry that offers pickup services (whether curbside pickup, custom goods like eyeglasses, or anything else), a text message is a great way to let someone know their order is ready for pickup. SMS reaches customers when they’re on the go in a way that email frequently doesn’t.

Here’s an example:

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your recent order #{order number} is now available for pickup at {location}. Stop by to grab it anytime today before {closing time}!

Survey or poll template

This message asks your customers to respond to a survey or poll. It’s a data-gathering tool that can pull in responses from people who ignore your emails or the messages at the bottom of store receipts. Try a script like this:

Hello, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. We value your opinion as a customer and we’d love specific feedback on {topic}. Here’s a 5-minute survey: {short URL}

Membership renewals template

Membership renewals, like payments, ought to be set up as automatic occurrences. Still, it’s helpful to remind a customer that a charge will hit their bank account soon — you don’t want to track down non-payments, and you don’t want angry customers who weren’t prepared for a bill.

Hi, {Customer First Name} {Customer Last Name}! I’m {Your Name} from {Brand Name}. Your annual membership renewal is coming up on {date}. Your card on file will be charged on that day.

Is conversational and SMS customer service right for your business?

At Gorgias, we believe any industry can find value in conversational support , though some industries and brands will get more bang for their buck with these channels. 

For ecommerce brands that deliver physical products, conversational support is a no-brainer. Imagine your customers get shipping updates via SMS and can just respond to the message if the package isn’t delivered correctly to get immediate help. No need to open up a laptop and log into a support portal or compose an email.

If you’re on the fence about offering conversational customer support, consider whether any of these points are relevant for your business:

First, consider your primary audience. If you sell to millennials and Gen Z, conversational customer service deserves serious consideration. These groups value speed and convenience more than anything : Millennials prefer live chat over every other channel, and 71% of people between 16 and 24 agree that faster customer service would drastically improve the shopping experience.

These two generations grew up texting. It’s a very natural communication style for them, so they’ll feel right at home texting and DMing your brand. They’re also absolutely massive groups — combined, they make up a staggering 42.3% of the U.S. population .

If you’re targeting an older generation, texting may not feel as natural. They have a higher tendency to prefer email or phone, although that’s changing by the day.

Is your marketing team already sending SMS campaigns?

One of the biggest hurdles to implementing conversational support is getting the systems, hardware, and staff in place to respond to SMS texts and messaging app requests at scale. If you’re already sending SMS marketing campaigns, then you already have some of that infrastructure in place.

So, if you’ve already made the investment in SMS for marketing purposes, then integrating messaging with your customer service platform and team requires minimal additional investment.

Fortunately, your helpdesk and SMS marketing software may integrate to give you a centralized way to spark conversations if customers reach out via text or respond to SMS campaigns. With Gorgias and Klaviyo , for example, customer responses to SMS marketing campaigns get assigned directly to an agent for fast response times.

Are customers abandoning conversations on other channels? 

One of the benefits of messaging is that customers don’t have to stay on the phone or by their computer — they can easily continue talking even if they have to take the dog out, go to work, or even fall asleep and respond in the morning. Plus, while email conversations often span multiple days which is frustrating for customers with simple requests, requests on messaging channels usually get resolved before customers lose interest or patience. 

If you notice that your brand currently sees lots of unresolved email threads or phone calls, you might need to offer customers a more convenient and flexible channel to talk to your team. This is a perfect use case for SMS and other messaging channels.

Are you already active on related channels?

It’s important to show up where your customers are. That’s why most brands post and engage with customers on social media pages. But if you’re posting on social media and not providing support to customers who reach out via DM, you’re missing a big opportunity. 

By adding conversational support via Facebook Messenger and Instagram and Twitter DMs, you can maximize your presence on those platforms and provide an omnichannel customer experience for both existing and prospective customers.

Are you struggling to gather customer feedback?

We often discuss the importance of customer feedback to monitor brand perception and constantly improve the product and customer experience. But as most brands know, getting feedback via email can be a challenge because of low survey open rates and lack of follow-up from customers. 

Business texting lets you ask your customer base for feedback on a channel they are less likely to ignore. Text messages have a whopping 98% open rate . Consider sending CSAT , NPS surveys , and other requests for customer feedback on this channel to raise your response rate for more accurate customer support metrics . Of course, with great power comes great responsibility: Spamming customers will quickly damage customer relationships, so don’t send too many messages to their personal devices.

What to look for in text messaging tools

SMS customer service is an avenue that customers are growing to expect. But managing yet another communication channel — much less one that demands real-time responses — takes careful planning.

Implementing a messaging strategy requires using tools built for that purpose. Some customer service messaging platforms offer SMS support natively, while others integrate a third-party SMS integration tool to add this functionality. 

As you consider the available options, make sure the one you choose offers the features you need. Some tools are full-fledged SMS marketing solutions. Others focus specifically on SMS as a support channel.

It’s easier for most businesses to use an all-in-one customer service platform like Gorgias to support an omnichannel approach . With this kind of helpdesk platform, SMS tickets can be handled in the same feed as your other tickets and benefit from the same workflows and automation.

Here are some other features your customer service tool needs to have to handle SMS ticket effectively:

• Conversation history (for SMS and other text-based channels like Facebook Messenger or webchat) so your agents know what this client has asked about or needed support for in the past
• Ability to create and customize macros as replies to SMS questions
• Ability to send and receive images or videos (this is great if your support teams need to see the damaged item to issue a refund, for example)
• Routing or triaging capabilities to make sure SMS conversations don’t get lost in a queue of tickets
• Integration with other ecommerce tools so your agents have all the context they need to reply in a single space (e.g., surfacing Shopify customer data or CRM data during a support interaction)

Ecommerce SMS marketing tools to complement your customer experience

As we mentioned earlier, SMS marketing lets brands connect with consumers in a personalized and measurable way, just like with customer service. According to Attentive , average read rates of 97% within 15 minutes make SMS a prime channel for connecting with prospects and customers.

If you’re looking for the right SMS marketing tool to work in tandem with your new SMS customer service channel, consider these four leading tools. Each one integrates with Gorgias, along with most of the rest of your tech stack.

Each tool offers a slightly different feature set. Revisit the list of features we compiled earlier in this article to help determine which are the most important to you, then vet these four tools against your customized list.

• Klaviyo , a Gorgias preferred partner, is a leading customer data and marketing automation platform that leans heavily on SMS communications. Automatically create tickets in Gorgias if customers reply to Klaviyo SMS messages, and send Gorgias events into Klaviyo to create targeted audience lists based on support experiences. 
• Attentive , also a Gorgias preferred partner, sends automatic text messages to your subscribers at each step of the customer lifecycle. It collects real-time behavioral data on customers as well, and the Gorgias integration allows you to see that customer data within the Gorgias sidebar. If a customer replies to an Attentive SMS, it’ll automatically create a ticket in Gorgias for agents to reply to. 
• Postscript is an SMS messaging tool that drives revenue growth and improves the customer experience over SMS. If a customer replies to a Postscript SMS, it’ll automatically create a ticket in Gorgias for agents to reply to.
• SMSBump is a D2C focused SMS customer journey automation tool by Yotpo that boasts powerful results: 45% conversion rate and 25x ROI for D2C brands. By connecting SMSBump with Gorgias, tickets will automatically be created if customers reply to SMSBump campaigns. 

Integrate your SMS tool with your helpdesk for a seamless customer experience

Integrating any of these SMS marketing tools with Gorgias is a great way to unify your marketing and support efforts to improve the overall customer experience. For example, if customers respond to an SMS marketing blast from a tool integrated with Gorgias, the response gets brought into the helpdesk. The agent can see the initial marketing message and the customers response, so they can answer any follow-up questions. It's like an alley-oop from your marketing to your support team.

Also, these integrations help your marketing team be more aware of active support conversations to avoid tone deaf marketing. For example, by integrating Gorgias and your SMS marketing tool, you can pause marketing campaigns on customers awaiting a response from support. (Nobody wants to get marketing messages if they're waiting on a delayed order, or troubleshooting their last purchase).

Message your customers in real time with Gorgias

Customer service messaging across a wide range of message-based platforms can be a powerful addition to your customer service channels . Of these, the SMS channel is one of the most powerful options for businesses that want to reach customers directly where they are.

The scripts and tools provided in this guide should put you well on your way toward a successful SMS support rollout. But make sure that at the core of your customer service operation, you have a platform robust enough to handle everything you need to do — and whatever functionality you might add in the future. For more examples and tactics to launch a successful rollout of SMS support, check out our playbook of Berkey Filters , an online store that released SMS support to great adoption.

Gorgias is the customer support and helpdesk platform built for ecommerce businesses like yours. Our live chat tools and 150+ integrations equip you to reach your customers — whenever and however you choose.

See how Gorgias supercharges customer support and helpdesk via SMS . Alternatively, check out more information about our integrations with:

• Instagram messages
• Facebook messenger ‍
• WhatsApp messaging

How To Provide Order Tracking for Your Ecommerce Customers

The competition to provide customer satisfaction in ecommerce today is fierce. Now, shoppers demand free shipping on every order and expect lightning-fast order processing and fulfillment . What once were “nice to have” differentiators for small businesses have become necessary for growth and success. 

Similar to getting orders quickly and with no shipping fees, customers expect a tracking number to see an order’s status and its location at any given time. Even better are real-time alerts and SMS or email notifications at each point in an order’s journey from purchase to doorstep. 

Below, explore the benefits of tracking customer orders and why you should consider implementing an order tracking tool for your business. 

Why your online store should track customer order status

Customers have been trained by huge ecommerce vendors like Amazon and tracking to track their online orders from the order processing stage to the moment a delivery person from FedEx, UPS, or USPS drops it at their doorstep — with photo evidence. This has set high expectations. 

Offering real-time tracking data for purchases benefits both your customer and your business in four distinct ways.

Gives shoppers and business owners a sense of security

Once customers place an online order, waiting for it to arrive can be both exciting and stressful. Questions like, “Will it get here on time?” or “Is it ever coming?” are heightened if customers can’t check the delivery status in real time themselves. Plus, as a business, you can follow along to ensure that orders are getting where they need to go. 

A 2021 survey by OptimoRoute found that 24.6% of online shoppers said they were extremely likely to return for additional shopping if a brand provides real-time order tracking.

Allows customers to plan ahead

There are reasons beyond “I'm just curious” that consumers need to know an order is on its way and when it will arrive. For example, if a product is expensive, customers won’t want it to sit on their front porch all day. If a signature is required, they might have to work from home to accept the package. In these instances, status updates are crucial.

According to ProShip , "80% of customers want to track their order status not only online, but also on their mobile devices. And of that 80%, 76% of them want SMS communication throughout the entire shipping process ." 

Keeping in constant contact with their order at home and on the go via a mobile device gives customers the transparency they need to plan ahead for a fun unboxing or essential item they can’t live without. 

Builds customer loyalty 

The customer experience you provide on your ecommerce platform is essential to business growth. Providing shoppers with tracking information, email notifications, and delivery dates can create a positive association with your brand, build a better customer experience, and drive loyalty and retention.

The Effortless Experience found that 96% of customers who have high-effort experiences feel disloyal to those companies afterward. And forcing customers to dig or compose an email just to know the status of their order is a high-effort experience.

New customers appreciate seamless experiences and are more likely to make repeat purchases from businesses that offer them. Creating a cycle of repeat business will help your business grow, so encouraging loyalty through an easy-to-use order tracking tool is a big advantage.

📚Recommended reading: Our guide to offering free shipping and boosting customer loyalty at an affordable price.

Frees up your customer service team (by deflecting WISMO tickets with automation)

Many ecommerce companies are looking for ways to alleviate customer service workloads and reduce time spent handling simple requests. Providing real-time order tracking is one of those ways since customers no longer need to ask, “Where is my order (WISMO)?” 

Instead of calling and emailing to check their order status — one of the most common questions customers ask any ecommerce business — tracking systems proactively send email notifications or provide access to a portal where customers can take a look at progress in real-time. This solution streamlines the process and cuts down on call volumes. This increases productivity for you or your customer service team because they’ll be freed up to address more complex issues.

Typically, you can automate customer order tracking notifications via SMS, app notifications, or email — we’ll cover this in more detail below. Or, create a self-service portal where customers can use their purchase order number to access order status — we’ll cover this more in a later section.

📚Recommended reading: Our guide to customer service automation for faster, friendlier service.

Lowers the number of returns you can expect 

People often return items because they arrive late and the customer no longer wants or needs them. With detailed and up-to-date order tracking (as well as a clear returns policy ), customers can better anticipate the arrival date of the product, making it less likely they’ll just ship the package back to you when it finally arrives. And, as you might expect, reducing returns has a great positive impact on your business’s revenue.

📚Recommended reading: Our list of best practices for reducing returns in ecommerce and our list of the best returns management software .

Why ecommerce businesses should think twice before building a custom order tracking system 

There are numerous advantages to using a customer order tracking system. We recommend using a pre-built solution — and put our recommendations below — because maintaining a manual tracking system is time-consuming. 

A custom-built tracking page may require more data entry than necessary with other solutions. Not only do manual processes open your system up to human error, but they also eat up productivity.

Manual systems require extensive set-up

If you try to provide order tracking yourself, you’ll save in the short term but end up spending plenty of time building and maintaining a system to send tracking information.  

For example, once you sync your tracking components up successfully, you'll need to create different templates that collect or communicate information to your customers. For example, you might build an order form that collects order information like a customer’s name, address, phone number, and credit card information. Or, write a pre-written email that you can use to send out shipment notifications for each step of the order process. 

You might also create templated responses that answer common questions like, “Where is my order?” or that provide tracking information or shipment and delivery updates. 

You need seamless integrations to avoid tab-shuffling

For an order tracking system to work properly, your manufacturers, website, helpdesk , social media commerce , SMS, inventory management software, and shipping carriers’ information must all "talk to" each other. If they don't, information gets bottlenecked or not communicated at all. The result is that your customer isn't able to access their order status, which causes frustration and has them calling your customer support team.

How to set up order tracking: Let customers see the status of shipments in real time

If you’re manually recording and sending out order tracking information in an excel document, you’re likely feeling very frustrated right now. 

One of the most common incoming questions teams get is Where is my order? (WISMO). And the best way to mitigate those messages is to implement an order tracking system that allows for self-service order tracking and automates shipping tracking notifications. Here's how to do it:

• Decide on an order tracking tool
• Integrate your order tracking tool with your ecommerce platform

Configure your tracking app’s settings

• Let automation do its thing

Integrate your order tracking software with your helpdesk

This creates an overall better customer experience by providing transparency and reducing stress or frustration — customers see exactly where their orders are at any point in time. You’ll also be available for customers when they’re most engaged. 

Here’s how to implement one. 

Decide on an order tracking tool 

First, you’ll choose an order tracking tool like ShipBob, ShipStation, or AfterShip — we discuss each in more detail below. These tools take order information like tracking numbers and shipment status and automate their delivery to a customer. Many order tracking apps integrate with different ecommerce systems like Shopify , BigCommerce , Magento , 3DCart, or WooCommerce. So, you’ll need to make sure that the tool you choose integrates well with the ecommerce system you use. 

As an example, we’ll walk through setting up order tracking with AfterShip on a Shopify store. 

Integrate your order tracking tool with your ecommerce platform 

This is usually quick and easy, depending on the tool. You can add AfterShip from your Shopify store by visiting the Shopify App store from the apps section on the sidebar of your store’s dashboard. Then, click “Customize your store” and search for the AfterShip app. 

Or, you can sign up for an AfterShip account, visit the apps section, search for Shopify, and add it that way. Either way, visit the integrated app section on your Shopify/AfterShip account to make sure that the installation succeeded. 

Now, you’ll want to make sure your courier mapping, import settings, and tracking page settings are good to go. You can access these from your AfterShip account’s app page — here’s AfterShip’s help doc on to assist with setup . 

• Courier mapping: Add all of the shipping couriers you use so that AfterShip’s automation can pick them up. 
• Import settings: Choose your order fulfillment timeframe and select the timeframe you’d like AfterShip to pull orders from. 
• Tracking page settings: Choose the tracking page you’d like to use (in the case you had created multiple in AfterShip). 

Let automation do its thing 

Now that you have AfterShip set up, it will sync every three hours and pull shipping information from any new orders via a shopping cart, CSV file, or marketplace. You can also opt for AfterShip to send out automatic notifications via email or SMS at each milestone in the shipping process. 

Create a seamless experience for your customers and support team by integrating your order tracking tool with your helpdesk. By linking all shipping data and tracking information, you can get resolutions to customers faster and access all necessary information in one place. 

Why is this helpful? Well, in case customers end up bypassing your self-service order tracking information and ask your support team about the status of their order. Without the integration, you’ll have to switch tabs and copy/paste order information like tracking number, shipping address, and estimated delivery date. 

With an integration set up, that information automatically populates. Take a look at the image below. On the left is a Macro (or template) sent by a customer service agent, which contains variables that auomtatically pull tracking information from the integration. On the right is the personalized message the shopper receives.   

Set up is as simple as creating a connection between the two platforms so that they can talk to each other. To get an idea of what this looks like, take a look at the step-by-step installation guide to setting up the integration between AfterShip and Gorgias.

Save time, provide order transparency, and create better customer experiences by linking Gorgias and AfterShip    “With all the Gorgias integrations, my team doesn't need to jump between tools. This has helped us dramatically improve customer satisfaction.” — Amanda, Director of Operations at Darn Good Yarn

Make tracking information easily accessible

Once you have your automated order tracking system set up, you’re not quite off the hook yet. While many customers will opt in for email and SMS notifications, some may ignore those notifications, lose the tracking link, and still come to your website (or support inbox) looking for the status of their order.

That’s why we recommend putting an order tracking portal in (at least) the following three places:

Order confirmation emails

Whenever a customer places an order, they should get an order confirmation that includes a receipt and any additional information they could need between that moment and the arrival of their new item. This includes a prominent tracking number, and a link to the order tracking portal, whether that’s with a service like AfterShip or directly on your carrier’s website. 

If your fulfillment process doesn’t let you send this information right away, consider adding an additional shipping confirmation email to your post-purchase experience flow.

If you don’t currently send order (or shipping) confirmation emails, take a look at this guide (for Shopify users) on setting one up.

Embedded in the chat widget

While the primary function of the chat widget is to connect with customer support agents in a conversational way, some live chat apps like Gorgias allow you to embed buttons shoppers can click to track their order. In Gorgias, this is called a self-service order management flow .

Self-service order tracking in chat is possible natively in Gorgias, no integration required.

Here’s how the flow works for customers:

Self-service order management is convenient for customers, and it also serves as a last layer of protection for your customer support inbox. Right when a customer opens the chat widget to send a question, they get the opportunity to see the status of their order, much faster than an agent could tell them.

Embedded in your knowledge base (or FAQ)

If you have an FAQ page or a larger knowledge base (which we call a Help Center ), you can also embed order tracking here for customer accessibility.

Standalone self-service order tracking in the Help Center is possible natively in Gorgias, no integration required.

Much like order tracking built into the chat widget, this feature lets customers track their order with just a few clicks, right where they’d find other help content:

To direct customers here, you can include a link to your Help Center at the bottom of all your customer support and automated emails , in an email signature , for easy clicking.  

The best customer order tracking app options for ecommerce stores

There are several great choices on the market for customer order tracking systems that are both scalable and flexible depending on your needs and the ecommerce platform that you use. 

Start with customer support software that acts as your central hub

A powerful customer service team is the building block of a successful order management system. Helpdesks like Gorgias help centralize the communication of tracking requests via apps into one place. From there, customer service teams can respond/automate responses related to tracking and order statuses. These tools optimize the response time and increase the instances of a positive customer experience.

Gorgias integrates with a ton of popular ecommerce tools , making it a great single-view hub. A few of the most popular integrations are NetSuite , Reveal , Tolstoy , Magento , ChannelReply , and Shopify .

Apps that help automate customer order tracking for Shopify and BigCommerce

Choosing the best tools to automate your customer order tracking can be overwhelming. The good thing about having so many options is that you’ll end up with an order tracking system that works exactly the way you need it to. Here are some of the best order tracking providers that you can use to create a successful project management pipeline when it comes to tracking customer purchases.

ShipBob is a global logistics platform that provides online companies best-in-class order fulfillment , so customers receive fast and affordable shipping. With reliable fulfillment services and connected technology that powers their fulfillment network, they help improve transit times, shipping costs, and the delivery experience for your customers.

Check out this app in the Shopify App Store or the BigCommerce App Store . And if you use Gorgias, check out our integration with ShipBob .

With its seven notification triggers, easy-to-use email editor, and filter tracking tools, AfterShip helps your online business provide transparent communication to your customers. It also helps you keep an eye on delivery issues, so you can address them before they become problems that could end up damaging your customer experience.

Check out this app in the Shopify App Store and the BigCommerce App Store . And if you use Gorgias, check out our integration with AfterShip .

ShipStation

ShipStation helps you save time, money, and sell more. You can compare rates and delivery times for all your carriers in one place to get the fastest, most cost-effective shipping for your customers. The app automates almost every facet of your shipping process, and offers intuitive dashboards and seamless interfaces for an optimal workflow.

Review this app's full offerings in the Shopify App Store and the BigCommerce App Store . 

Extensions that help automate customer order tracking info for Magento 2

Below, take a look at three recommended order tracking extensions that integrate with Magento 2. 

ShipStation is highly scalable and provides everything you need for order management in one location. It integrates with Magento 2, as well as Shopify and BigCommerce. 

See if ShipStation is right for your ecommerce business in the Magento Marketplace .

Whether you're shipping 50 or 50,000 orders a month, Easyship can help you lower shipping costs and increase conversion rates. Use this extension to manage your post-purchase process the way it makes the most sense for your business.

Read more about Easyship in the Magento Marketplace .

📚 Recommended reading: Our list of best practices for ecommerce shipping and our list of the best shipping software for ecommerce .

The Mageworx Order Editor extension lets you edit errors customers have made with their street number, phone number, name, and other shipping and billing details that they accidentally get wrong during checkout. You can also add or remove products, change pricing, and add coupons after an order has been placed. This saves your customer support team from having to cancel the order and start it again from the beginning.

Learn more about Mageworx in the Magento Marketplace .

Centralize your order status tracking and customer support management with Gorgias

Employing automation to facilitate easy order tracking, status updates, and real-time delivery information for your customers is a smart move for your online business. By committing to an end-to-end order tracking system, you make it possible for your company to cut costs, increase productivity, and encourage customer retention.

Gorgias is a powerful and comprehensive ecommerce help desk solution that can help you deflect repetitive tickets so your team can spend more time on higher-value conversations. 

Reach out today to learn how we integrate with your order status tracking system.

Helping independent ecommerce brands provide an outstanding customer service experience.

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How to Identify and Address The 5 Most Common Customer Problems

One of the main roles of a customer support team is to identify customer needs and find solutions to customer problems. Dissatisfied customers will bring their issues to your attention by sharing negative feedback via social media, chat, email, while other unhappy customers won’t even report their issues but simply switch to one of your competitors.

Instead of fully relying on your customers to alert you about their struggles, your customer service reps will need to take a proactive approach to identify and address common customer complaints. Therefore, it is important to train your customer service agents to deal with either of these scenarios and go the extra mile to reduce customer churn.

Now that you’ve enabled your customer service team to handle customer issues, let us understand how you can use these to your advantage.

Why is it important to identify customer issues?

Customer experience depends on how you make your customers feel. If you don’t have a customer experience strategy yet, you should start by identifying customer problems using active listening skills because only 1 in 26 unhappy customers will take the time to complain. The remaining 25 will churn and stop buying from your company.

So if you’re not yet taking a proactive approach to identifying and handling customer issues , you’re missing the opportunity to address your customers’ needs before they leave your company altogether. On the upside, this means that taking steps towards identifying customer problem s could make a major impact on your retention rates. It could be exactly what you need to achieve the kind of growth you want.

• You can analyze the negative feedback to dive deeper into customer needs
• Service providers can learn about the gaps in their service experience and make amends
• Product managers can leverage customer complaints to make changes in the product roadmap
• Common performance metrics such as long response times may be a clear indicator of low operational efficiency or other process inefficiencies

How do you identify customer problems?

Deciding w hat you want to prioritize while addressing your customer problems is easy but knowing where to begin is a little more challenging. Your customers may or may not report their issues and it’s your responsibility to gauge your customer satisfaction and understand how you can bridge the gaps so you can continue to build your pool of loyal customers. You can take any of these approaches to understand your customer needs better .

• Streamline customer feedback: Did your customer purchase a new product? Did they sign up for a service upgrade? It’s important to collect feedback from your customers at different stages of their interaction with you. Customer feedback gives you insights on how your customer feels and what they expect of you.
• Practice active listening: The first step to active listening is hearing what customers have to say and making them feel valued and heard. Customer service teams should be trained to leverage their communication skills and active listening skills to understand customer needs, appease upset customers and deliver good customer service. 
• Ask the right questions: There are different types of customers but the right questions can lead you to the right answers. Asking your customers about what their expectations are can unearth their latent needs and help the customer service team to find solutions before your customers realize the need for it.
• Follow up with your customers: Most companies believe they have effectively solved issues during the first interaction in 76% of service interactions. But when the same customers are asked, only 40% agree. Make sure you follow up with your customers after your interactions to check if they were satisfied with the solution provided.

On your journey to solve your customer issues, here are additional resources you may find helpful in identifying those issues.

• How to Identify and Overcome Customer Pain Points
• How to Tackle Outcomes of Poor Customer Support
• How to Solve Tricky Customer Service Challenges
• The Ultimate Guide To Service Recovery

Once you have identified the customer pain points and challenges in delivering a seamless customer experience, you can work towards creating a great customer service strategy that works for your business and enables you to meet your customer expectations. 

We understand that it’s easier said than done. So, we’ve compiled the 5 most common customer complaints and shared the different ways to handle these issues.

How do you solve the most common customer problems?

1. unable to access the right resources.

The easier you make it for customers to find answers to their queries, the more likely they are to continue doing business with you. Customers want answers without the need to interact with a service agent. This even helps customer service reps focus on more complex issues and boost their productivity.

Possible solutions:

• Build a self-service portal and empower your customers with readily available resources like FAQs and knowledge base.
• Deploy a multilingual knowledge base so customers can find it easily by searching for questions in their native language.
• Monitor and update your FAQ page as and when you introduce a new feature or see a surge of new customer concerns.
• Make your knowledge base content available across different touchpoints like chat, website, and mobile app to improve visibility of resources.

2. Long wait times

Your customer may have reached out to you over phone call, chat, social media or message, and there may be instances when customers might have complained about long wait times. If that’s the case, you may want to understand the reason behind this inconvenience. Does your business have enough customer service employees to manage the workload? Is there a fundamental problem with your product or service that is causing repetitive customer complaints?

• Set realistic expectations for your customers by underlining response time in your SLA.
• Use AI powered customer service software to help service departments keep track of incoming customer queries, prioritize tickets, and automatically assign tickets based on skills/ workload/department.
• Create canned response templates to make it easier for service agents to respond to your customers at the earliest.

3. Need to repeat information

Customers will get frustrated if they need to repeat their information again and again. This may happen when multiple agents are engaged in solving the same ticket or when a service agent is unable to access customer information for complete context on what the issue might be.

• Deploy a customer service software with a built-in unified dashboard. Regardless of the communication channel used by your customers to share their queries, you can use a unified dashboard to store and access your customer data easily.
• If you have a smaller support team, use a shared inbox to manage a high volume of customer interactions. It will help you to track who is working on what, view recent customer replies, or collaborate within and across teams. So if you haven’t yet done so, set up a system for collecting feedback.

4. Poor customer service communication

One unpleasant experience with a customer service representative can lead to customers letting go of their relationship with your company entirely. Some of your customers may reach out for further clarification if they’re confused about your products or services. But there will be a handful who don’t reach out even if they have trouble understanding something.

• Encourage your agents to practice active listening during customer interactions. Intently listening to customer feedback about their experience can make them feel heard.
• Train your customer support agents to apologize in case of any miscommunication, stay calm and take the time to understand what caused their confusion.
• Enable your customer service agents with required product knowledge to tackle customer issues around the same.
• Use collaborative helpdesk features to connect with members from different teams to help you resolve specific customer queries.

5. Lack of customer support channels

There may be instances when you are unable to track customer complaints because your customers are unable to contact you. Here are a few questions that may help you figure if your support channels are enough for your customers? Which channels do your customers prefer to contact you? Is your customer service team enabled to tackle incoming customer issues from multiple channels?

• Make your contact details (phone number, email ID, social media accounts from LinkedIn, Twitter, Facebook etc) available on your website and app. Your customers are likely to search for your customer service channels when they need to interact with you.
• Deploy a customer service software that supports all or most of the channels you offer support on to help collate all customer queries on a single platform, making it easier for customer service reps to prioritize and respond to these queries.
• Create a customer portal that reflects your brand and gives your customers visibility into the status of their service request.

Your customers won’t always let you know when they have an issue with a product or service. Although it may seem like extra work in the short term, it’s in your best interest to identify those issues so that you can address them well in time .

Fortunately, the guide above will make it easier for you to identify and address these customer issues. Start by analyzing customer feedback and ask the right questions to unearth the reasons for any confusion or issues. Once you address a customer problem, you eliminate the chances that they’ll become problems for even more customers in the future- ultimately saving your business time and money.

Originally published on Aug 14, 2018. Updated on May 23, 2022.

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11 customer service techniques to take your organization to the next level.

In 2023, customer service is more important than ever. Just take a look at any recent research, and you’ll see that customer service is a key differentiator between brands: 

• 54% of customers say customer service is a key factor in making purchasing decisions. 
• 61% of customers say they would switch brands after just one bad experience.
• 64% of business leaders say customer service has a positive impact on company growth.

However, the ongoing training needed to always be leveling up, keeping up with consumer expectations and staying ahead of competitors is difficult to achieve. Which customer service techniques are most important , and how can you keep your team on top of their game? 

In this article, we’ll outline some of the most effective customer service techniques, as well as four general principles you can follow to keep your customer service improving. 

Which Customer Service Techniques Matter Most?

There’s no shortage of customer service techniques you can employ in your call center, but the most important ones fall under three key areas of service: empathy , explanation and engagement . In this article, our team of customer experience experts has rounded up the techniques we find the most useful in each category so you can level-up your customer service team. 

Empathy is a core component for great customer service. Empathetic agents know how to listen and understand not only what the customer is feeling, but also why they’re feeling that way, enabling them to create solutions and help customers feel heard and known. 

While soft skills like empathy can be difficult to teach, these techniques will help make it easier for your customer service team to practice empathy regularly during customer service interactions. 

1. HEARD technique

The HEARD technique is a well-documented empathy technique for customer service, and it’s easy to create a HEARD rubric as well for QA processes. Doing so can help you evaluate more quantitatively how your customer service team is doing in providing feedback. The HEARD technique involves five steps to make customers feel seen and understood during their interactions: 

H ear. The first step is allowing time for the customer to share their full complaint. It’s important for agents not to interrupt or try to problem-solve prematurely—instead, allow customers to simply share their frustration and story. 

E mpathize. Agents should show customers they understand, reflect back what they heard, and demonstrate a sense of connection and support.  

A pologize. Apologizing, as necessary, can show a sense of empathy and can help the customer feel validated and heard in the situation. In addition, a sincere apology for something that went wrong, or for a negative customer experience, can help the customer feel more cared for. 

R esolve. Only after completing the first three steps should agents try to make a resolution for the customer. Once agents have listened to the entire situation, empathized with the customer and apologized as needed, they can develop a solution that will be satisfying for the consumer. 

D iagnose. Finally, customer service agents should take time to understand what led to the problem in the first place and provide feedback for the wider team, allowing them to help prevent similar problems in the future. 

2. Active Listening Techniques

Another great customer service technique is to train your team in active listening techniques. With active listening, agents are better able to:

• understand the customer problems 
• make customers feel heard and understood
• demonstrate empathy 
• create connection and relationships with customers 
• strengthen brand affinity and loyalty

So, what is active listening? Active listening involves techniques like: 

• paraphrasing the customer after they’ve spoken to demonstrate understanding 
• asking clarifying questions 
• using verbal cues (like saying, “mmhmm” or “yes, that makes sense”) to reassure them you’re listening as they speak 
• staying engaged in the conversation

By providing ongoing training in active listening techniques, customers will feel more heard and understood by your brand, which is a key component of good customer service. 

3. Use engaged body language (even over the phone!)

Another empathy technique is to literally demonstrate empathy through engaged body language. While this is especially important during in-person interactions, such as at an airline service desk or in-person at a store, it’s essential even if you’re speaking to a customer over the phone or via chat. Recent research has demonstrated that humans may be even better at detecting emotion and empathy from vocal exchanges than from looking at people’s expressions. 

In addition, your posture and body language impacts your own ability to listen and demonstrate empathy—so agents who stay engaged with their body language and visual expressions, even over the phone, will be able to demonstrate higher levels of empathy. 

Explanation

One of the most important elements of customer service is, of course, the service—providing solutions, explanations and answers to customer concerns and problems. For great customer service, this requires not just explaining a solution, but also knowing what to explain. 

For agents to be able to do this concisely and in a helpful way, they need to know: 

• how to ask good questions 
• how to problem-solve efficiently, and
• how to control the narrative given back to the customer

We’ll discuss customer service techniques to manage all of the above in the following sections. 

4. Clarifying questions

Knowing how to ask good questions not only helps customer service agents get to the heart of the customers’ complaints, but can also help steer the conversation, as needed. 

Clarifying questions are a great technique for customer service agents to understand exactly what the problem is and why it matters so much to the customer. Clarifying questions often follow the format of: 

• “So what I hear you saying is….” 
• “I understand that you feel ________, is that right?” 
• “To clarify, you’re looking for….”

By repeating and rephrasing the customer’s concerns or complaints back to them as a question, you can ensure that you understand exactly what is bothering the customer while demonstrating empathy and understanding. 

Ready to perfect your CX?

5. open-ended questions.

• “Can you tell me more about what type of product you’re looking for?”
• “What solutions have you tried already?”
• “How has your experience with the product been up until this point?”

6. Probing questions

• “I can see that your status is still set to offline. Have you tried resetting your desktop app?”
• “I think this might be caused by _____. Can we try _______?”
• “What does your screen look like when you click ____?”

7. Using problem/solution/benefit constructs

• Restate the problem . “I can see that you’ve been having trouble creating new posts on your account.”
• Explain the solution . “I think we need to do a hard reset of some of your settings, which I can take care of on the backend, with your help.”
• Then provide the benefit. “This should only take a few minutes, and then your posting ability should be up and running again.”

8. ELI5 Technique

9. positive reframing, 10. personalization, 11. use customer’s names, how to improve your customer service technique, continue training your agents, use automation, track and analyze your data, partner with an expert, stay in touch.

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The 8 biggest customer satisfaction challenges and how to overcome them

Deeply understanding your user needs, drivers, and desires is the key to improving your customer satisfaction (CSAT) scores. 

But mastering customer satisfaction and overcoming its biggest challenges involves navigating a tricky balancing act. You need to actively respond to customer concerns, adapt to their changing wants and needs, and understand a range of customer motivations—all while keeping your brand, product, and values intact. 

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This article guides you through eight key customer satisfaction challenges (and solutions) companies experience, so you can better anticipate pitfalls, deliver on shifting requirements, and level up your customer experience (CX) . 

Want to increase customer satisfaction on your site or digital product?

Hotjar’s tools give you key insights about customer satisfaction and the reasons behind it—so you know exactly what to improve.

Top 8 customer satisfaction challenges (and solutions) 

Customer satisfaction challenges can be a result of:

Poor communication with your customers

Not understanding what your customers want to achieve with your product

A bad product experience (PX) that prevents customers from coming back

But to tackle these challenges and improve customer satisfaction, you need to balance customer and business needs without compromising your unique selling proposition (USP) . 

Remember: you can’t satisfy everyone. But staying true to your brand, product, and company vision helps you provide real value to your target customers and their specific needs —and carve out a niche for your brand. 

Let’s explore some common challenges to customer satisfaction and how to overcome them, so you can foster a customer-centered experience that accurately reflects (and delivers on) user needs. 

1. Understanding customer needs 

As customer needs and buying behaviors change, it can be difficult to pinpoint what they want—especially considering how much needs vary between different customer profiles. And how do you know whether you’re satisfying customers if you don’t know exactly what their needs are? 

For example, a product team might not know what features or upgrades to prioritize if they don’t have insights into their target customers’ motivations, problems, or desires—which could negatively impact their customer satisfaction score with each new product or feature rollout. 

So, how do you find out what your customers are thinking and feeling, and use those insights to turn your product into a valuable solution for different user types? Here are some methods you can use:  

Do market research to achieve better product positioning and highlight your service's USP. Use LinkedIn to keep up to date with trending industry topics and experts; check out popular market trends or statistics on Statista; or read competitor analysis and customer reviews on G2 to dive deep into your competitors, their audience, and what attracts them to the product or brand. 

Survey and interview customers to better understand your product’s real use cases. Ask them what they like or dislike or how you could improve their product experience. 

Spot patterns in user behavior: use customer analytics software or tools like Woopra to gather diverse insights throughout entire customer journeys based on hashtag use, social media activity, and website traffic. 

Develop your ideal customer profile (ICP) by analyzing key user insights. Analyze trends in customer behavior, characteristics, pain points, and demographics like job title and geographic location. 

Segment customers into the ICP persona that suits them best to make sure you’re pinpointing and delivering on each customer type’s specific needs. For example, a SaaS company might target certain personas with a personalized email drip campaign and get them to speed up adoption by appealing to that group’s proven need for a specific product feature. Then, they could introduce those same people to other product features during the user onboarding process .

Customer satisfaction can be improved by making sure you have a solid understanding of your target audience and their needs so you can tailor your product offering accordingly. This will help you create a product that’s truly unique and valued by your customers. It’ll also help you understand why your customers are satisfied or dissatisfied with your product offering.

Pro tip : use Hotjar's (hi, there👋) Observe tools to dive deeper into understanding your customers, their needs, and what motivates them. Watch Recordings of users as they explore your website or digital product, or create Heatmaps of your high- and low-performing web pages to see where they click and how far they scroll—so you know what engages them, what blocks them, and how to improve their experience.

Hotjar Session Recordings let you visualize how users navigate your website and digital product 

2. Prioritizing customer needs and requests

Now that you know what your customer needs are, the next challenge is knowing which requests to prioritize and act on. Satisfying customers isn’t about building every feature they ask for or acting on every demand . 

For example, if an ecommerce website like Amazon implemented all its customer feedback, it’d be an unrecognizable brand with a chaotic product offering, unable to provide true value to any particular customer type. 

Remember: there are many ways businesses can improve their customer experience while maintaining their unique style and tone of voice. And when you’re dealing with competing urgent requests, analyze various sources of customer data to determine which changes best align with your value proposition and promote healthy product backlog management . Here’s how:

Map the customer journey to understand key customer interactions with your digital product and website. Track how different user personas experience the customer journey and identify any points of friction or opportunities for improvement. 

Follow social media mentions to learn more about customer needs with social listening tools like Brandwatch or BuzzSumo, and gather customer support tickets and user feedback

Categorize customer experience insights by product updates — like feature requests and product design changes — or problems concerning bug reports, and the user experience (UX) and user interface (UI)

Analyze trends or patterns in high-volume requests and sort them into high-priority or low-priority categories based on your business and product requirements. For example, if one customer asks for improvements on your ecommerce website's checkout page, but another prefers it to stay the same, first determine the popularity of your requests. Then, use the insights you gather to understand if your checkout page is causing an urgent problem in the customer journey . Finally, survey your customers to find out which checkout page format is more popular and why .

Focus on high-value changes like urgent problems in product functionality or changes that align with your product roadmap and are within your team’s capacity. For example, by reviewing and segmenting customer feedback, a SaaS team might notice that a buggy user interface blocks users from subscribing to their software. Because that’s an urgent functionality problem that directly affects the user experience, they’ll know they should act quickly to resolve and prevent any customer satisfaction issues. 

Implement your changes and survey customers, or collect instant feedback on your new product update or feature to gauge customer satisfaction and impact

🔥 Pro tip: group support tickets and feedback from customer interviews into categories to better prioritize and understand the why behind customer needs and requests .

For example, after noticing a build-up of support tickets in their UI category, a product team might watch Recordings of users navigating their digital product, where they notice their navigation buttons aren’t apparent or intuitive to new users—alerting them to redesign their UI and boost their customer satisfaction score.

3. Using the right tools and channels 

With more and more customer touchpoints, channels, tools, and insights emerging all the time, it can be hard to know if you’re harnessing the right technology to effectively reach and satisfy your customers . 

Finding the right tools and channels for your business is all about understanding your target audience and what they’re trying to achieve—their jobs to be done (JTBD) — and understanding your own business goals and marketing strategy:

Research the tools your competitors are using: for example, if you're a SaaS startup only using email to communicate with your potential customers, consider adding a live chat widget to your site to offer additional customer support and engagement

Invest in omnichannel communication to target your customer types wherever they are. Unify the customer journey across all communication channels and touchpoints: third-party apps, mobile devices, text, chatbots, email, social media platforms, and company websites. 

Talk to your customers throughout the customer journey and place unobtrusive Hotjar Feedback widgets on key touchpoints or conversion — checkout and landing —pages to find out what's lacking in their product experience or what improvements they’d like to see .

Find tools that facilitate customer engagement like Kommunicate.io, LiveChat, WhatsApp, or chatbot software to answer user questions, provide resources, and promote product adoption

Choose tools that help you achieve your marketing strategy: your marketing plan should detail which channels your target audience uses the most, your budget, your marketing techniques or content strategy, and your publishing schedule. For example, if your marketing plan states you should post to Instagram three times per week, invest in tools like Hootsuite that make scheduling content easy. That way, you’re finding tools and channels that complement each other and your business goals. 

4. Consistently communicating with customers  

Customer satisfaction relies on your ability to build rapport with your customers and forge new ways of communicating with them across multiple channels. But staying consistent in your communication can be overwhelming, especially when you’re dealing with a lot of customers across tons of channels. 

So what can you do to communicate regularly and effectively with your customers? Here are some ideas: 

Post regularly on social media and schedule your content with tools like Loomly or Sendible to keep your audience engaged. Poll your audience using Instagram stories, respond to comments directly, and repost user-generated content to inspire community engagement. 

Develop internal communication systems that route customer support tickets to customer service as well as the appropriate department to promote cross-functional collaboration . For example, after explaining a problem to a customer support agent, a frustrated customer shouldn’t have to start from scratch after being transferred to another department. 

Personalize content to reach different customer profiles at different stages of their customer journey. For instance, an ecommerce company could send out targeted emails reminding customers to complete their purchase after recently abandoning their cart, or a product team might send a survey to recent subscribers to keep their product top of mind and two-way communication channels open. 

Enable customer support teams with the right tools, training, and resources to empathize with customers, spot potential problems, and proactively find solutions or provide tips to alleviate their frustrations. 

Regularly collect customer feedback by using Hotjar Feedback widgets and Survey tools to gauge customer sentiments and proactively identify any user issues or blockers to the customer experience.

How to deal with difficult customer questions 

Part of communicating with your customers means facing difficult questions you might not have the answer to, yet. And when it’s a time-sensitive situation or you’re on the phone speaking with someone directly, you don’t want to disappoint. But giving your customer the wrong answer could frustrate them even more, or initiate their search for an entirely new solution. 

If you’re in this situation, you should: 

Take your time: a great customer service agent shouldn’t feel pressured to provide an answer right away. If you don’t have an answer to a question, take time to understand the situation and speak to a product expert or manufacturer. 

Be transparent about how long it’ll take you to get back to your customer and politely ask for their contact details

Share your results or recommendations with the customer as soon as possible to keep their interest and trust

5. Handling angry customers 

No matter how great your product is, there'll always be an angry customer, and you need to be prepared for unpleasant interactions and support your employees with tried and tested mitigation strategies. 

Without strategies to manage angry or upset customers, you could spend valuable time and energy rationalizing with every person who simply called in to vent or entertaining user frustrations beyond your control. 

To effectively handle angry customers and improve customer satisfaction, you can: 

Hire and train skilled customer service professionals: investing your time in hiring excellent customer support reps and training them in-depth about company policies, practices, culture, and values leads to a positive customer service experience and helps eliminate customer anger. According to Salesforce, 78% of customers will overlook a company mistake after experiencing outstanding service. 

Promote empathy and level-headedness: part of training a great customer service team is ensuring they handle every customer interaction with grace, empathy, and professionalism . Teach your team to be proactive rather than reactive, and offer them company perks that help relieve the stress of their jobs, like spa treatments, therapy sessions, or gym memberships. 

Survey dissatisfied customers: use Hotjar Surveys to create and distribute Net Promoter Score® (NPS) or CSAT surveys, and ask customers to provide a reason for their low scores. Analyze these surveys to make product or website improvements, and use your previous scores to benchmark your progress.

6. Navigating service outages 

Anyone doing business online or working with software knows that service and technology malfunctions happen. But when customers rely on your software or product to accomplish their goals and solve problems, a service outage can negatively impact customer satisfaction—and quickly. 

To skillfully navigate service outages, the most important thing you can do is to keep customers informed. Here’s how: 

Reroute customer service complaints and calls specific to the outage to a specialized customer support team equipped with answers and timelines

Post service repair updates on your social media channels, send an email blast, and update your website to show customers you’re acknowledging and working on the problem

7. Creating an intuitive onboarding experience

The way you onboard users directly affects customer retention and satisfaction and can make or break a customer’s likelihood of adopting your product or using all the tools and features you have to offer.

An intuitive onboarding process guides users to understand and use your product with step-by-step instructions like tooltips, product guides, demos, and pop-ups. And it exposes customers to your product’s full value over a natural progression without distracting or overwhelming them with too much information. To create an intuitive onboarding experience:

Motivate users to reach their goals with tooltips, pro tips, pop-ups, and success banners. Walk them through specific steps, features, or functionalities as they use your product to build confidence and improve their product experience. 

Provide help centers, knowledge bases, or a learning center on your website where users can access self-service resources and guides on specific topics, features, or tools

Make your product immersive with dynamic videos, tutorials, and customer testimonials that demonstrate how various power users make the most out of it. Engage your customers with multimedia content throughout the onboarding process to spark interest in your product and promote adoption. 

Use chatbots or live chat software to answer frequently asked user questions or provide customers with additional resources to lessen their frustration and help find solutions

Inform your onboarding optimizations with user feedback: for example, after receiving feedback from a user wanting to track their team’s onboarding progress, a SaaS company might add a team progress section into their product offering that notifies users whenever a colleague discovers a new product feature or completes a step.

8. Aligning UX and UI teams

Strong website or product design doesn’t guarantee a great user experience, and too often, UX and UI teams run off with their unique product visions without first aligning their approaches.

And without collaboration between UX and UI design teams, your users will have a frustrating and confusing product experience that impedes customer satisfaction and product adoption. 

To align your UX and UI teams: 

Use internal communication systems like Google Docs or Slack, so your team members can communicate consistently and collaborate on design projects or details with ease

Invest in web app design templates that allow for multiple users or contributors

Experience the customer journey firsthand: have UX and UI teams go through the website, web app, app, or product they’re working on and spot potential problems or gaps in your user experience or design. Watch Hotjar Recordings of user sessions within your site or digital product to drive key UI and UX improvements. 

Overcome customer satisfaction challenges with user-backed insights 

How customers experience your product and their levels of satisfaction change constantly—so you need to measure customer satisfaction regularly and over time .

Truly understanding which improvements make sense—both for your customers and your business—helps you provide the most value for your users while staying true to your goals and overall strategy.

Whether it’s a quick fix or a long-term shift in customer satisfaction, collect quantitative and qualitative insights to make the right decisions for your product and users.

FAQs about customer satisfaction challenges and solutions

What are the biggest challenges to creating customer satisfaction.

There are many examples of customer satisfaction challenges, depending on your industry, business, or customer type. Some of the most common challenges to customer satisfaction are: 

Understanding customer needs 

Prioritizing customer needs and requests 

Using the right tools and channels

Consistently communicating with customers 

Handling angry customers 

Navigating service outages 

Creating an intuitive onboarding experience 

Aligning UX and UI teams

What metrics can I use to track customer satisfaction?

The most popular metrics for tracking customer satisfaction rates are: 

Net Promoter Score®

Customer Satisfaction Score

Customer Churn Rate

Customer Lifetime Value

How do I balance business needs with customer needs?

The best way to balance business needs with consumer demands is through transparency and understanding your customers to align your product with their needs. To do this, use data analysis and feedback surveys to get a glimpse into customer interests and pain points . Then, use those insights to create informed strategies that’ll serve customers according to their preferences. This eliminates guesswork and allows you to keep customers satisfied by giving them what they want. 

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Customer. Vendor. Seller. Buyer.

All of them have been around since the concept of commerce started.

Fast forward to 2020.

Today, it is all about the ‘Age of the Customer’. Businesses have grown more concerned; some may say, even obsessed with how their customers are treated. 

And rightfully so. 

It only takes one bad experience for the customer to swear off your business forever. 

By the same logic, one outstanding customer experience can convert them into loyal brand ambassadors, lifelong. 

So, what is the most natural solution to ensure that your relationship with your customers becomes better? 

Isn’t the answer pretty obvious?

You can have a great product and a very talented staff. But the one thing that the majority of customers will remember in all likelihood is the direct interaction they had with your business. 

And who is at the forefront of this experience? Your customer service team, of course!

Great Customer Service Can Be an Asset to Your Business

The bottom line is that your customer service department is the face of the company for your customers. Any experience that they have is primarily a direct outcome of the quality and skill of the team. 

Hence, any strong business will look to harness the power of customer service to develop positive relationships with the clients. But if you are a proactive company, you will keep asking the questions, “ What is good customer service? ”

The core value of outstanding customer service is centralized around attending to the needs and expectations of your customers through careful listening. Therefore, to prevent the relationship from stagnating, you have to be constantly looking out for newer and innovative opportunities for experience enhancement. 

Improving Customer Service Standards by Addressing  Problems Head-on

Your customers are interacting with your business pretty much every day. It is clear that at some stage, your team will encounter roadblocks and challenges. 

The success of your business will depend on how skillfully you handle your customer service problems .

Remember, if you can resolve these issues successfully, you would have won a customer for their lifetime. They will return to you again and again, thus, boosting revenue and profits. 

On the other hand, if the handling is poor, expect your customers to bolt to your closest competitor. And with it goes your revenue too. 

So, the question remains that in spite of knowing the benefits of a positive customer service experience, why is it so hard to deliver it consistently? 

Everyone knows that customer service jobs are really challenging. And a problematic customer is probably the icing on the cake. 

Problems, queries, and complaints, you never know what’s in store for you next. Some days you could be solving customer problems for one distressed client, whereas other days can feel like a train wreck. And your job is to salvage it all.  And end it all on a high note.

Customer service is no rocket science.  But if it’s that simple, then why do so many businesses do not know how to solve customer service problems? 

Maybe looking and analyzing the reasons behind common customer service problems as reported by consumers can be a step in the right direction. 

Let’s take a closer look at the solutions that can help you get your customer service standards up in the process. 

1. When the Response Times Are Long

When the world moves at break-neck speed, why should the customer be kept on hold, waiting for the agent to respond? 

Customers today expect communication with service departments to be instant. In fact, they want immediate resolution of their concerns too. This is, indisputably, the first in the long list of the common problem with customer service that needs to be addressed by businesses. 

Check out the reasons why this major problem occurs frequently:

• If the company does not establish a standard set of processes and practices to the field, answer and evaluate responses
• If there is no accountability on the part of the agent if response times have been really prolonged
• If agents end up doing a lot of manual work in the absence of adequate automation
• If agents are not trained to handle multiple queries simultaneously

To drive yourself back into the fast lane, you need to do the following:

• Create a process that outlines the workflow of what an agent should do when he or she receives a customer query with the focus of handling it promptly and efficiently
• Ensure that your agents are aware of their roles and responsibilities along with who they are accountable to if and when there are lapses in service
• Make use of technology and automation that helps take care of some of the repetitive tasks through a combination of canned  responses that are framed to expedite the workflow
• Allow your customers to reach you via multiple channels including email, website chat, phone, hosted with  contact center technology , social, text message and allocate resources accordingly
• Start creating a knowledge base to pre-package responses to the most commonly asked questions which also ensures that your service team remains consistent with their levels of service

Customer service issues, if left unattended, can be a frustrating experience for your client. Be proactive and keep your customers informed of how you aim to address their issues quickly.

Read More: Proactive VS Reactive Customer Service: Which One Should You Choose?

2. When Customer Reps Do Not Listen Carefully to What the Client Needs

Your customer service problem-solving starts by diving due importance to listening. This is often overlooked, which may result in catching the customer service agent off guard with questions to which you may not have the appropriate answer.

You may not want to be in a position where you have to listen to customers complaining. Unless you give your full attention to what the customer is saying, it will be difficult to understand what they need or how to service their problem. 

You can land up in this situation due to the following reasons:

• If the customer finds it difficult to explain the issue due to a lack of knowledge of relevant technical terms
• If the customer has been disappointed with the product or service as it did not meet their expectations
• If you simply do not know the answer to the concern because you did not pay attention to what the customer said

To help you deliver the right resolution, you can do the following:

• Ensure that you have understood the issue about what the customer requires and double-check the problem if required
• Follow it up with a genuine apology because many customers are simply looking for an acknowledgment of the mistake made by the business
• If you do not have a solution right away, then admit it to the customer right away
• On the other hand, if a ready solution is available, then share it with the customer immediately

A study published in the Harvard Business Review reported that a complaining customer handled proactively in less than 5 minutes will go on to spend more on purchases in the future.

Y our agents should be quick to understand and analyze customer problems.

Remember that empathy, too, begins with active listening.  Wouldn’t you call this an ideal customer service problem example ?

Read More: Top 20 Issue tracker tools that Help in Issue Identification and Resolution

3. When the Customer Gets Transferred from One Department to Another

When people engage with businesses, and it does not turn out as per their expectations, it is the ultimate death knell to your reputation.

When a customer keeps getting transferred from one agent or department to another, it ensures that a customer will never return to you or your business in the future. Neither will they recommend you to people they know. This brings us to the second most common customer service problem.

Here are some reasons why a customer call may get transferred:

• If the customer agent does not have a ready solution to the query that has been put forward by the client
• If the rep is not the appropriate individual to offer a resolution to the issue
• If the agent feels that a superior will be able to offer a better solution to the problem

To ensure that the customer is not enraged, this is what you can do to pacify the situation before transferring the customer:

• Inform the customer the reason, why you need to transfer the call to another agent, senior manager or department
• Explain the present situation in detail so that the customer understands that sticking with you may take more time to resolve the issue
• Request permission to transfer the call and ask if the customer has any further questions that need answering
• Wait for a confirmation in the affirmative and then initiate the transfer

Remember that the customer may already be on the brink of losing it if the call has already been transferred several times. Try not to push him any further than you need to. You do want the experience to end on a positive tone.

4. When Customer Service Reps Are Rude to Clients

This is possibly the worst-case scenario for a business where the customer service rep has been rude to the client. You can’t deny that this is a tough situation to handle and is best avoided under all circumstances. 

No matter how frustrated or high-pitched a customer might go at the time of conversing with a service agent, it does not give the rep the license to be rude to the customer in any way. Generally, such situations are handled by an experienced manager.

Circumstances that can lead them in the direction of being rude to the customer include:

• If the customer constantly challenges what the agent is trying to communicate to mitigate the situation to the best of their abilities
• If the customer is rude and abusive to the agent without any provocation from the rep’s side
• If the customer service agent has personal issues that he or she could not put aside whilst attending to customer calls

Following these guidelines can help you tackle even a sticky situation such as this:

• You need a team of service personnel with a positive and can-do attitude against hiring people just on the basis of their experience
• Ensure that they are empathetic to customer needs, no matter how badly the customer behaves or speaks
• Invest time and effort to upskill your team, especially in soft skills, through ongoing training and development programs

For now, it may seem like a rather far-fetched strategy to take care of a critical customer service problem and solution. In due course of time, you will see that it was worth the effort.

5. When You Cannot Offer A Solution to The Customer

There will be times when you may not have an instant solution for the customer. Telling that to the customer can be slightly tricky, especially if you notice that the customer is already annoyed. But dealing with an angry customer is part of the job description, and there is really no way of escaping it.

Customer service reps are only human and may not be able to offer a resolution of customer queries on the first contact. When customers have to chat or call the service department multiple times, it can be a hassle for them.

There may be several reasons why agents may not be able to offer immediate solutions. These include:

• If the business has encountered this specific customer query for the very first time in which case the solution guidelines have not been outlined for reference
• If the customer service rep has not received adequate training or information on the company, its goals, products, and services
• If the agent simply does not know the answer to the query because he or she has not proactively kept themselves updated on all relevant information and knowledge

You can go through possible solutions options in a scenario such as this:

• The agent can refer the query to a more experienced colleague or manager in the absence of an outline to the solution 
• The company should pass on all relevant information to their customer service department and follow it up with periodic training sessions
• The agent should also invest time in learning about the company, their products, and services, etc. on their own
• Let the customer know that resolving the issue will take time and promise to get back within a reasonable timeline with the solution the query

Even though this is not the ideal situation to end the conversation, it is a common occurrence in customer service. Just make sure that whenever you get back to the customer, the solution should be able to meet their expectations.

A very important and viable solution here can be an updated knowledge base that the support reps should have access to as and when they need it. This will reduce the chances of inadequate or incorrect information being passed by reps to the customers.  That’s a great customer service problem-solving example that anyone can refer to.

6. When Customers Cannot Get A Live Human Being

Be it  live chat tools or phones, technology has allowed a significant percentage of customer service processes to be automated. While the life of a customer service agent has been simplified to a large extent, most customers find it really annoying to have a real human dealing with their issues.

Customers today want to talk to humans, not machines. This brings us to another key customer service issue that is quite common these days.

The top reasons why businesses are prioritizing automation in their customer service processes are:

• If the business is looking to minimize customer wait times and reduce friction, then automation is the obvious answer
• If the business wants to prioritize and attribute tasks efficiently through workflow automation
• If the business hopes to reduce resource costs in which case automating some of the tasks can be beneficial
• If the business is trying to attract a newer demographic who are not averse to conversing with a chatbot or IVR

Here is how you can avoid some of the pitfalls:

• Pick the right tasks such as repetitive jobs, resources for self-service ,  FAQs , knowledge bases, etc. that can be automated with a knowledge base software which also prevents you from alienating your customers
• Merge your service channels by converting them into an omnichannel strategy to collaborate effectively and efficiently ensuring that information silos do not happen
• Automation should be undertaken to support your human team and not as a substitute for your live agents
• Always request feedback to keep abreast of any change in customer opinion regarding the automation of your processes, either partially or fully

Automation requires a lot of planning to make sure it is successful in offering the right customer experience to your clients. Too much of it can undermine the goals of achieving good customer service. Now, this looks like the perfect customer service problem and solution example. Wouldn’t you agree?

7. When Customer Service Pushes the Wrong Product or Service

This situation can arise if the customer has a specific product or service-related query or maybe needs guidance to decide on, which is a suitable variant or model that will fit best with their needs.

Many times, customer service agents adopt a ‘ one size fits all ’ kind of approach. This may result in them pushing a product or service to the customer, thus, adversely impacting their experience with the business. 

• If there is a serious lack of knowledge on the part of the agent where he or she does not know the USPs of specific products or services
• If the agent is unable to perform a competitive analysis of the buyer’s needs which may result in a guesstimate rather than an accurate evaluation
• If the rep does not take into account the customer’s interaction history , the products or services that interest him or her, what they’ve searched for in the past, and which pages on the site they have been browsing the most 

You need to do the following to get into the customer’s good books:

• Always listen to the customer’s requirements carefully and then carry out a detailed analysis to recommend the right product or service 
• Indulge in some thorough visitor tracking to know what or where the customer has been browsing on your site
• Keep yourself updated with the latest product and service information including features, benefits, prices, and freebies

Your customer is looking up to you for directions. Presenting him or her with a range of helpful suggestions will ensure that you drive the conversation on a positive note. All staff should be trained so that customers receive a consistently delightful, not just satisfactory experience.

Using live chat software that helps you track customer history as soon as the customer says its first word can make things easier for you. Live Chat comes with a plethora of features that help you access customer information in real time  and provide solutions that delight customers.

8. When Customer Service Does Not Follow Through with Promise

If the customer service department is unable to offer an instant solution to the client, they will ideally make a promise to deliver it within a stipulated period. In many instances, it has been observed that service reps are repeatedly missing to live up to what they’ve promised the customer.

This brings us to the next customer service problem of reps not following through with the promise that they have made to the customer. It can be infuriating when the issue remains unsolved due to this.

This customer service problem goes against the very ethos of the profession. However, some reasons why this may still happen are:

• If the processes are not in place to ensure that the agent receives alerts and notifications of an open ticket on time
• If the customer service agent is not proactive in passing the information to all relevant teams who need to be involved in solving the issue
• If the customer support agent is just plain lazy and not bothered about closing the issues with the customer

The following strategies can help fix the above-mentioned issues:

• When the agent follow-up on time, customers feel that they are cared for, which automatically increases customer trust and reliability in the brand
• Do not leave a lot of time gap between your last conversation and the follow-up and the faster you reach out, better are the chances of turning an average experience into a great one
• If the customer has contacted your service department during office hours, be sure to return the call, and email within 24 hours
• Try and avoid ‘Yes’ or ‘NO’ responses when you are following up with the client as opposed to asking more open-ended questions to get more information

No matter what the reason or type of follow-through is, always remember to thank your customers for continuing to be loyal patrons of your brand. A simple ‘Thank You’ will suffice. Streamline processes with the integration of a helpdesk software to ensure that the customer experience is top-notch.

9. When There Is Lack of Customer Centricity

It is easy to lose the culture of customer centricity as the business keeps expanding and growing. When you fail to place the customer at the core of your business, eventually, everything starts falling apart.

Temkin’s State of Voice of the Customer Programs 2017 report cited that 67% of large companies rated themselves as good at soliciting customer feedback , yet only 26% think they are good at acting on it.

This brings us to the next problem with customer service, where it is internal barriers are leading to behaviors that are detracting businesses from promoting a customer-centric culture.

Check these top reasons why customer-centricity issues are not being addressed:

• If the management and top leadership is weak, there will be little or no opportunities to develop the business as a customer-centric organization and this emotion percolates right to the depths of the customer service department too
• If the customer agents are weak and untrained, they will not be able to assess customer needs and expectations effectively
• If there is an overall lack of vision, the customer service department can never excel at their jobs as excellent customer service starts right from the top

Some of these tips can help get you on track:

• Strengthen communication channels between the executive, mid-level, and frontline teams
• Create a more holistic picture of your customers by continually communicating, sharing goals, and linking information and data for arriving at evidence-based decisions
• Empower your service agents to make decisions that also propel customer growth strategies

With a vision that is purpose-driven and a clear path forward will help to draw upon emotional belief systems and team member rationale to walk the talk of a customer-centric organization.

10. When Customer Service Is Not Aligned to Customer Journey

Bad customer experience at any point in the customer journey can absolutely ruin the relationship between the client and the business. Just having a good team in place is not enough. The service team should be aligned with the needs and desires of the customers throughout their lifecycle.  

This brings us to the last problem with customer service, where businesses are not paying adequate attention to getting their customer service workflow in line with the customer’s lifecycle. 

The key reasons are:

• If the business fails to recognize the importance of mapping the customer journey that is aligned with your brand
• If the top leadership is unable to comprehend the worth of mapping customer journeys to help achieve organizational goals
• If the management is not aware of how customer journey mapping can drive growth and offer profitability for the business

Follow these guidelines to succeed:

• Get out of the inside-out perspective of customer journeys because it is grounded with a biased viewpoint
• Focus on how customers and prospects interact with the brand over multiple touchpoints including your website and social channels, outbound marketing , sales team and customer service department
• Do not make the mistake of overlooking all relevant participants in the customer journey or your risk transforming the customer map into a superficial tool with little or no value

Always base your customer mapping on research that will help your service agents to understand the customer experience from the outside-in. Remember to capture the entire journey and always highlight the key moments that push your customers to stay on the course of their purchase path. 

Wrapping Up

Competition is fierce in this global marketplace, and customer service problems are inevitable. And sometimes it can be quite overwhelming to keep up with the ever-evolving innovations that have tremendous control over your customer experience, no matter how good your business is. 

It will always be outstanding customer service that will make them come back for more. People want to feel special. By addressing their customer service problems, you want your customers to walk away from the interaction feeling not only satisfied with the outcome but valued, understood, and prioritized. Try to adopt the solutions mentioned above and wherever required make use of a competent customer support tool  to upgrade your customer service and delight your customers.

Let’s read through some frequently asked questions in the context of customer service problems and how to resolve them:

Why is customer service problem solving important?

It is crucial to solve customer service problems because you want your customers to be happy and satisfied. It also allows the business to identify gaps in their service and figure out a course of action to take corrective measures. 

With a positive image of the brand, your customers will be more than happy to recommend it to their family and friends. 

How do you write a problem statement for a customer?

A problem statement for a customer primarily involves writing out the detailed description of a specific issue raised by a client that needs to be addressed by the team responsible for problem-solving. 

Start by describing the present condition of the customer’s situation and explain the problem from a customer perspective. Outline any possible financial implications that may be incurred as a result of solving the problem. Without evidentiary support, arriving at a final solution will be impossible. Conclude by explaining the obvious advantages of adopting the resolution.

What are the types of dissatisfied customers from customer service?

Generally, dissatisfied customers as a result of poor customer service can be classified into eight types – meek, aggressive, high roller, rip-off, expressive, passive, constructive, and chronic.

What are the problems faced by customers?

There are several common problems that customers face today. 

Topping the list is the lack of authentic information on products and services. Along with that, complex navigation to specific pages, followed by connection issues with digital payments, is also quite a hassle. Poor standards of customer service, after-sales service, and vague return policies also create problems for customers frequently.

How to solve customer service problems?

Handling customer service problems is never an easy job. While it may seem like a challenging process, remember that even the frustrated customer is looking for a solution. 

The best way to tackle such situations is by carefully listening to the issue at hand and without interruption. Acknowledge the issue and ensure that you have understood the concern from the customer’s point of view. Apologize and then offer a solution if it is readily available. 

Alternatively, if the issue needs more investigation or you do not have an instant resolution, communicate the same to the customer. End the call thanking the customer for calling in and asking if he or she needs any further assistance.

Remember that customer service means taking the good with the bad.

About the author

Proprofs editorial team.

The ProProfs Help Desk Editorial Team is a passionate group of customer service experts dedicated to improving your help desk operations with top-notch content. We stay ahead of the curve on trends, tackle technical hurdles, and provide practical tips to boost your business. With our commitment to quality and integrity, you can be confident you're getting the most reliable resources to enhance your customer support initiatives.

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16 Types of Customer Needs (and How to Solve for Them)

Published: March 24, 2023

Companies want to stay relevant and innovative and often look at other successful companies, hot industry trends, or new shiny products for inspiration.

However, a vital component to growth is at every business's fingertips — it's customers. Honing in on customer needs can improve the longevity and progress of your business. Happy customers result in higher retention rates, lifetime value, and brand reach as they spread the word in their social circles.

The first step toward creating the types of customer experiences that result in happy customers is by understanding and meeting customer needs.

In this article, you'll learn:

• The Definition of Customer Needs
• The Types of Customer Needs

How to Identify Customer Needs

• What a Customer Needs Analysis Is
• How to Solve for Your Customers' Needs

Types of Customer Service

What are customer needs.

A customer need is a motive that prompts a customer to buy a product or service. Ultimately, the need is the driver of the customer's purchase decision. Companies often look at the customer need as an opportunity to resolve or contribute surplus value back to the original motive.

An example of customer need takes place every day around 12:00 p.m. This is when people begin to experience hunger (need) and decide to purchase lunch. The type of food, the location of the restaurant, and the amount of time the service will take are all factors to how individuals decide to satisfy the need.

Customer-centric companies know that solving for customer needs and exceeding expectations along the way is how to drive healthy business growth and foster good relationships with the people your company serves.

Although customer centricity is not a new concept, the right steps to achieve a customer service focus are still hazy.

Why are customer needs important?

Anticipating customer needs will help you cater to customers before they feel the need to put in a request for a new feature, product, or solution for you. If companies can begin to make changes before their customers' needs aren't fulfilled, this can ultimately lead to growth, innovation, and retention.

Creating a customer-centric company that truly listens to customer needs can be daunting, and there's a steep learning curve if you haven't paid close attention to customers before.

Below are the most common types of customer needs — most of which work in tandem with one another to drive a purchasing decision.

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• Long Customer Profile Templates
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You're all set!

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Customer Profile Templates

Fill out the form to better understand your customer needs., 16 most common types of customer needs.

The types of product needs can be split into two categories: product and service.

Product Needs

1. functionality.

Customers need your product or service to function the way they need in order to solve their problem or desire.

Customers have unique budgets with which they can purchase a product or service.

3. Convenience

Your product or service needs to be a convenient solution to the function your customers are trying to meet.

4. Experience

The experience using your product or service needs to be easy — or at least clear — so as not to create more work for your customers.

Along the lines of experience, the product or service needs a slick design to make it relatively easy and intuitive to use.

6. Reliability

The product or service needs to reliably function as advertised every time the customer wants to use it.

7. Performance

The product or service needs to perform correctly so the customer can achieve their goals.

8. Efficiency

The product or service needs to be efficient for the customer by streamlining an otherwise time-consuming process.

9. Compatibility

The product or service needs to be compatible with other products your customer is already using.

Service Needs

10. empathy.

When your customers get in touch with customer service, they want empathy and understanding from the people assisting them.

11. Fairness

From pricing to terms of service to contract length, customers expect fairness from a company.

12. Transparency

Customers expect transparency from a company they're doing business with. Service outages, pricing changes, and things breaking happen, and customers deserve openness from the businesses they give money to.

13. Control

Customers need to feel like they're in control of the business interaction from start to finish and beyond, and customer empowerment shouldn't end with the sale. Make it easy for them to return products, change subscriptions, adjust terms, etc.

14. Options

Customers need options when they're getting ready to make a purchase from a company. Offer a variety of product, subscription, and payment options to provide that freedom of choice.

15. Information

Customers need information, from the moment they start interacting with your brand to days and months after making a purchase. Businesses should invest in educational blog content, instructional knowledge base content, and regular communication so customers have the information they need to successfully use a product or service.

16. Accessibility

Customers need to be able to access your service and support teams. This means providing multiple channels for customer service. We'll talk a little more about these options later.

With so many types of customer needs, how do you understand which ones apply to your customers specifically? Next, we'll dig into how to identify them.

• Use Existing Data
• Solicit Customer Feedback
• Customer Journey Mapping
• Input from Service Team
• Study Competitors
• Social Media Listening
• Keyword Research

"You've got to start with the customer experience and work backwards to the technology," Steve Jobs notably stated . "You cannot start with the technology and try to figure out where you are going to sell it."

Whether you sell technology or some other product or service, the underlying message he's saying here rings true.

This means understanding where they're coming from when they've chosen to make a purchase, what expectations they're bringing to the table, and what bumps they'll encounter along the way.

Identifying Customer Needs

You can gain more knowledge about what your customers want using a few different strategies.

1. Use Existing Data

Most likely you have some customer data already, especially if you’re using a CRM. This is the best place to start your search. Are there pain points or issues you can glean from just looking at this customer data? Are there any patterns you can identify? Taking note of who your current customers are and their past interactions with your brand to get a better idea of where customers are coming from and if you’re meeting their needs.

2. Solicit Customer Feedback

When trying to identify consumer needs, go straight to the source. This can be done using surveys that live on your site, or sent via email. Additionally you could conduct focus groups to gain more in depth insight to customer needs and their overall experience with your product or service.

3. Customer Journey Mapping

To better understand and assist customers, you’ll need to first know what phase of the customer journey they are in and what they’re looking for. This is where customer journey mapping can help, giving a visual representation of how customers interact with your brand. This exercise will help you create a more proactive customer service approach and improve retention.

Featured Resource: Customer Journey Map Templates

Download the Free Templates

4. Input from Service Team

In addition to getting customer feedback, it’s important to consult those who work with them most — your service team. They’ll often have insights you may not be privy to and can help you anticipate the needs of your customers as well as solve existing issues. They’ll also be able to explain how customers are currently using your product or service and can identify any hiccups in the process.

5. Study Competitors

It’s common to study competitors when conducting market research, but you should also consider them when identifying customer needs. There might be overlap in your target audience, meaning your brand could benefit from reviewing any issues competitors are experiencing and gain insight on how they went about fixing it. You might find that some of their strategies would be worth implementing at your company, or discover gaps in service that your company can fill.

10 Free Competitive Analysis Templates

Track and analyze your competitors with these ten free planning templates.

• SWOT Analysis
• Battle Cards
• Feature Comparison
• Strategic Overview

6. Use Social Media

Chances are, your customers use a variety of social media platforms in their day to day. Take advantage of that by using it as a way to listen in on what customers are saying about your products and your competitors. Are people asking questions under your posts? What sorts of comments are they making? Are they giving praise, asking for assistance, or do they want new features? Using a social media monitoring tool like Hootsuite will help you identify trends, mentions, and hashtags relevant to your brand to better inform your strategy.

7. Keyword Research

People turn to the internet for most things, so Google is an excellent resource for figuring out customer needs. How are customers finding your brand online and what are they typing into the search box to find it? Doing keyword research can give you a broad overview of what your customers need based on search data. Keyword research will also help you optimize your site for search engines by aligning the content of your site with what customers are searching for.

If you design your process with these things in mind, you'll be able to uncover consumer needs at any stage of their lifecycle. You can take a deeper dive into their needs by conducting a customer needs analysis.

What is a customer needs analysis?

A customer needs analysis is used in product development and branding to provide an in-depth analysis of the customer to ensure that the product or message offers the benefits, attributes, and features needed to provide the customer with value.

To conduct a customer needs analysis successfully, you need to do the following:

1. Customer Needs Analysis Survey

The customer needs analysis is typically conducted by running surveys that help companies figure out their position in their respective competitive markets and how they stack up in terms of meeting their target customers' needs.

The survey should primarily ask questions about your brand and competitors, as well as customers' product awareness and brand attitudes in general.

Questions can include:

• Questions about positive and negative word associations with your brand
• Questions asking customers to group your brand in with similar and/or competing brands
• Questions comparing and sorting brands according to their preferences for usage

You can learn more about which questions to ask in this survey in our guide and this guide from dummies.

2. Means-End Analysis

Once you've conducted the customer needs analysis survey, you can use the answers to get a fuller picture of the reasons why your customers purchase from you, and what makes your product or service stand apart from your competitors.

A means-end analysis analyzes those answers to determine the primary reasons why a customer would buy your product. Those buyer reasons can be divided into three main groups:

1. Features: A customer buys a product or service because of the features included in the purchase. If the customer were buying a computer, for example, they might buy it because it's smaller and more lightweight than other options.

2. Benefits: A customer buys a product or service because of a benefit, real or perceived, they believe it will offer them. The customer might also buy the computer because it syncs easily with their other devices wirelessly.

3. Values: A customer buys a product or service for unique, individual values, real or perceived, they believe it will help them fulfill. The customer might think the computer will help them to be more creative or artistic and unlock other personal or professional artistic opportunities.

As you might imagine, these reasons for purchasing something can vary from customer to customer, so it's important to conduct these customer surveys, collect the answers, and group them into these three categories. From there, you can identify which of those motivating factors you're solving for, and which you can improve on to make your product or service even more competitive in the market.

3. Customer Feedback

If you want to know what your customers think about the experience of working with your company, ask them. Interviewing your customers and members of your service team can contribute to a customer needs analysis and improvements to your customer lifecycle .

As you gather data from your customer needs analysis, it's important to identify the points of friction that your customers experience and the moments in their journey that provide unexpected delight.

• What can your company change?
• What are the elements that you can build from?
• What parts of the experience needs to be worked on?

Asking these questions can lead you to valuable insights as you work to solve for your customers.

How to Solve for Customer Needs

The first step to solving for your customers is to put yourself in their shoes: If you were the customer when we purchase your goods, use your technology, or sign up for your services, what would prevent you from achieving ultimate value?

Your customer needs analysis is a good starting point for getting in the mind of your customer, especially when it comes to identifying common pain points. From there, you can build a proactive plan to implement your customer-first values throughout the customer lifecycle. Here are some tips for doing so:

1. Offer consistent company-wide messaging.

Too often customers get caught up in the "he said, she said" game of being told a product can do one thing from sales and another from support and product. Ultimately, customers become confused and are left with the perception that the company is disorganized.

Consistent internal communications across all departments is one of the best steps toward a customer-focused mindset. If the entire company understands its goals, values, product, and service capabilities, then the messages will easily translate to meet the customers’ needs.

To get everyone on the same page, organize sales and customer service meetings, send out new product emails, provide robust new employee onboarding, and require quarterly training and seminars or staff-hosted webinars to share important projects.

2. Provide instructions for easy adoption.

Customers purchase a product because they believe it will meet their needs and solve their problem. However, adoption setup stages are not always clear. If best practices aren't specified at the start and they don't see value right away, it's an uphill battle to gain back their trust and undo bad habits.

A well-thought-out post-purchase strategy will enable your products or services to be usable and useful.

One way companies gain their customers' attention is providing in-product and email walkthroughs and instructions as soon as the customer receives a payment confirmation. This limits the confusion, technical questions, and distractions from the immediate post-purchase euphoria.

A customer education guide or knowledge base is essential to deliver proper customer adoption and avoid the ‘floundering effect' when customers are stuck. Other companies provide new customer onboarding services, host live demos and webinars and include events and promotions in their email signatures .

3. Build feedback loops into every stage of the process.

Lean into customer complaints and suggestions, and it will change the way you operate your business. Criticism often has negative connotations. However, if you flip problems to opportunities you can easily improve your business to fit the customer's needs.

Just as you solicited customer feedback in your needs analysis, you can keep a pulse on how your customers feel at scale with customer satisfaction scores , customer surveys , exploration customer interviews, social media polls, or personal customer feedback emails.

If you're able to incorporate this into a repeatable process, you'll never be in the dark about the state of the customer experience in your organization, and you'll be enabled to continue improving it.

Take customer suggestions seriously and act on those recommendations to improve design, product, and system glitches. Most customer support success metrics are paramount to the customer experience and this mentality should trickle down to every aspect of the organization.

4. Nurture customer relationships.

When a customer buys a product or service, they want to use it right away and fulfill their immediate need. Whether they are delighted within the first hour, week, or a month, it's important to constantly think about their future needs.

Proactive relationship-building is essential to prevent customers from losing their post-purchase excitement and ultimately churning. If customers stop hearing from you and you don't hear from them this can be a bad sign that they are about to churn .

Companies solve for customer relationships with a combination of customer service structure and communication strategies. Solve for the long-term customer need and create a customer service team dedicated to check-ins and customer retention , show appreciation with rewards and gifts to loyal customers, host local events, highlight employees that go above and beyond and communicate product updates and new features.

5. Solve for the right customer needs.

Excluding customers from your cohort of business can seem counterintuitive to solve for your customers' needs. However, understanding whose needs you can fulfill and whose you cannot is a major step toward solving the right problems. All customers' needs can't be treated equally and a company must recognize which problems they can solve and ones that aren't aligned with their vision.

To find the right customer priorities, create buyer personas and uncover consumer trends, look at customer's long-term retention patterns, establish a clear company vision, provide premier customer service to valuable customers and communicate with your ideal customer in their preferred social media space to capture questions, comments, and suggestions.

Successful startups, brick-and-mortar shops, and Fortune 500 companies solve and prioritize customer needs to stay ahead and establish industry trends.

6. Provide great customer service.

If a problem arises, your customers want to get it resolved and feel heard in the process. This starts with being able to meet their needs with empathy, but along the way, the process for obtaining support should be easy and on a channel that's convenient for them.

Some customer needs are time-sensitive and require immediate interaction via phone or chat. Others are less critical and can be resolved at a more casual pace. Let's break down the types of customer service and how each optimizes your team's ability to fulfill customer needs.

• Social Media
• Call Back Service
• Customer Self-Service
• Interactive Virtual Assistant
• Integrated Customer Service

Email is one of the most fundamental forms of customer service. It allows customers to fully describe their problems, and it automatically records the conversation into a resourceful thread. Customers only have to explain their issue once, while reps can reference important case details without having to request additional information.

Email is best used with customer needs that don't need to be resolved right away. Customers can ask their question, go back to work, and return to the case once the service rep has found a solution. Unlike phones or chat, they don't have to wait idly while a rep finds them an answer.

One limitation of email is the potential lack of clarity. Some customers have trouble describing their problem, and some service reps struggle to explain solutions. This creates time-consuming roadblocks when the issue is overly complex. To be safe, use email for simple problems that require a brief explanation or solution.

When customers have problems that need to be answered immediately, phones are the best medium to use. Phones connect customers directly to reps and create a human interaction between the customer and the business. Both parties hear each other's tone and can gauge the severity of the situation. This human element is a major factor in creating delightful customer experiences.

Phones come in handy most when there's a frustrated or angry customer. These customers are most likely to churn and require your team to provide a personalized solution. Your team can use soft communication skills to appease the customer and prevent costly escalations. These responses appear more genuine on the phone because reps have less time to formulate an answer.

The most common flaw with phone support is the wait time. Strive for shorter wait times as 33% of customers are frustrated by being waiting on hold. Customers hate being put on hold, and it's a determining factor for customer churn .

Chat is one of the most flexible customer service channels. It can solve a high volume of simple problems or provide detailed support for complex ones. Businesses continue to adopt chat because of its versatility as well as the improvement in efficiency it provides for customer service reps.

When it comes to solving customer needs, chat can be used to solve almost any problem. Simple and common questions can be answered with chatbots that automate the customer service process. For more advanced roadblocks, reps can integrate customer service tools into their chat software to help them diagnose and resolve issues.

The limitations of chat are similar to those of email. However, since the interaction is live, any lack of clarity between the two parties can drastically impact troubleshooting. As a former chat rep, there were plenty of times where I struggled to get on the same page as my customer. Even though we resolved the issue, that miscommunication negatively impacted the customer's experience.

4. Social Media

Social media is a relatively new customer service channel. While it's been around for over a decade, businesses are now beginning to adopt it as a viable service option. That's because social media lets customers immediately report an issue. And since that report is public, customer service teams are more motivated to resolve the customer's problem.

Social media is an excellent channel for mass communication, which is particularly useful during a business crisis. When a crisis occurs, your customers' product and service needs become the primary concern of your organization. Social media is an effective tool for communicating with your customers in bulk. With a social media crisis management plan , your team can continue to fulfill customer needs during critical situations.

Social media is different from other types of customer service because it empowers the customer the most. Customers tend to have more urgent needs and expect instant responses from your accounts. While this type of service presents an enormous opportunity, it also places tremendous pressure on your reps to fulfill customer demand. Be sure your team is equipped with proper social media management tools before you offer routine support.

5. In Person

As the oldest form of customer service, you're probably familiar with working in person with customers. Brands who have brick-and-mortar stores must offer this service for customers living near their locations. This fulfills a convenience need as customers can purchase and return a product without having to ship it back to the company through an online service.

In-person customer service is great for businesses with strong service personnel. Without dedicated employees, your customer service team won't be able to fulfill your customers' product or service needs. Successful teams have reps who are determined to provide above-and-beyond customer service .

5. Call Back Service

Sometimes it's not about how quickly your business can provide a solution, but rather how efficient you can make the service experience. For example, say a customer has a simple question about pricing that should only take a few minutes to answer, but their expected wait time for phone service is over 15 minutes. Rather than making this customer spend more time on hold than actually speaking with a representative, you can offer a call back service where your team reaches out to the customer as soon as the next rep is available.

Another situation where this type of service comes in handy is with text-based mediums like email and live chat. In some cases, these channels aren't ideal for troubleshooting and can lead to friction if the case isn't transferred to another platform. Having a call back service available allows customers to schedule time to speak directly with reps, particularly when they feel like they aren't gaining progress on their case. Instead of having to create a completely new support ticket , call backs seamlessly transition the conversation to a more effective channel.

6. Customer Self-Service

Self-service teaches your customers how to solve problems independently from your support team. Rather than calling or emailing your business whenever they need assistance, customers can navigate to your knowledge base and access resources that help them troubleshoot issues on their own. Not only does this get customers faster solutions, but it also saves them from having to open a ticket with your team. This makes the experience feel much less like a formal support case and more like a quick roadblock that your customers can handle on their own.

Self-service is advantageous for your team's productivity as well. If more customers use your knowledge base, less will call or email your team for help. This will free your reps up more to focus on complex service cases that require a longer time commitment.

7. Interactive Virtual Assistant

Chatbots are no longer novelties that customer service teams use to show off their technological prowess. Now, they're integral pieces of support strategies as they act more like interactive virtual assistants than simple, question-and-answer bots. Today's chatbots are powered by innovative AI technology that interprets customer needs and can walk people through step-by-step solutions.

Image Source

The image above shows a perfect example of how useful today's virtual assistants can be. In this situation, the customer is learning how to use their new car — a product that typically offers a lot of unique features and an extensive operator's manual. To help new users navigate the car's basic features, this brand offers an augmented reality tour hosted by a virtual assistant. The user simply has to scroll their camera over different parts of the car and the chatbot will tell them everything they need to know.

Interactive features like this show that you're investing in more than just product development. You're thinking about how you'll support customers and what services you can adopt that will make their lives easier. Customers pay attention to this type of customer service and it can often be a reason why many will return to your business.

8. Integrated Customer Service

Integrated service can be described as all of the little things your brand does to remove pain points from the customer experience. Some of this is proactive, like sending customers an automated newsletter that informs them about major updates or announcements, and some of it is reactive, like pinging a customer success manager whenever someone submits negative feedback to your team.

Even though these pain points may seem small, they add up over time if left unchecked. The best way to remove most of these points of friction is to adopt automation as you grow your customer base. Automated customer service tools like ticketing systems, help desks, and workflows help your team keep pace with increasing customer demand. This technology lets you maintain that same level of personalized customer service even as more people reach out to your business for support.

There's no "best" type of customer service. Each medium complements the other and optimizes your overall performance when used together. This creates an omni-channel experience for your customers which will keep them coming back for more.

What do customers want from a typical customer service situation?

It’s important to note that customer service is reactive. That said, there are a few things to keep in mind to ensure you’re providing excellent customer service.

• Listen : While it’s normal to want to quickly get customers in and out of your service queue, it’s important to actually listen to what their issue is before giving them a solution. They may have a more nuanced issue that a boilerplate response can’t provide. There’s nothing more frustrating than providing customers with a canned response that doesn’t actually solve their issue. Automation is great, but just ensure that it is helping customers.
• Don’t Make Customers Repeat Information: No one wants to answer or submit the same questions repeatedly . Not only is it inconvenient, it shows the customer that no one is listening or paying attention. If you have a ticketing system, review the customer’s history or profile to get familiar with their situation before responding.
• Be Pleasant: Tone is much harder to convey over written communication and can unintentionally come across as cold. To convey some warmth you could introduce phrases like “I’d be happy to help with that,” or “Hope your day/week is going well.”
• Be Responsive : Not only do customers want their problem solved, but they prefer it’s resolved quickly. If you can’t solve their issue easily when they first contact you, set expectations around when it will be resolved (24hrs, 2 business days?) and keep them in the loop. Don’t ghost them.

What Customers Want

• Simple Solutions
• Personalization
• Transparency
• Accessibility

Each customer has their own unique needs, but there are a few that are universal.

1. Simple Solutions

While your product or service may run using a complex set of algorithms and procedures, customers don’t need to know that. They simply want a solution that resolves their issue with as little fuss as possible. Keep your messaging simple and focus on how your brand will solve the customer’s problem.

2. Personalization

Treat your customers like people and not numbers on a spreadsheet. Zendesk found that 54% of customers expect all experiences to be personalized. Use their name in communications and tailor your messaging to the buyer persona they most closely align with. Adding a personal touch when it comes to marketing lets customers know that their needs are at the forefront of your brand’s mission.

Does your product or service outperform the competition or provide a more cost effective solution for consumers? If so, drive that point home in your messaging. Explain how and why they should choose your product or service over others on the market. How will customers benefit when they choose your brand?

4. Transparency

One of the easiest ways to build trust with consumers is to be transparent. No one wants to feel duped by disingenuous, bait-and-switch advertising. Be honest about your product or service’s capabilities and pricing whenever possible.

5. Accessibility

While it is always encouraged to empower customers to help themselves with features like a knowledge base, getting extra assistance when they need it shouldn’t be difficult. Whether it’s phone, email, or chat support, it’s important to be responsive to consumer needs. At the beginning of this article we identified accessibility as one of the most common types of customer needs. If your team is unresponsive to their needs, customers will trade your brand in for a competitor that fills the gap.

Understanding Customer Needs and Expectations

One of the best things you can do is continue learning based on the types of issues that come up so that you can proactively address consumer needs and continue improving on the experience.

While the process requires quite a bit of legwork, the results will be instrumental in the success of your brand. Once you understand customer needs and expectations, you can work towards delighting them with your product.

Editor's note: This post was originally published in September 2020 and has been updated for comprehensiveness.

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