February 5, 2024
4 Customer Satisfaction Metrics (NPS, CSAT, CES, & More)
Learn about the most popular customer satisfaction metrics and how to calculate, interpret, and leverage them to delight customers.
Ah, unhappy customers. The not-so-silent killer of business.
Our teams may deliver, innovate, and grow... but if customers aren't happy, we won't be doing it for long. Can't improve what you don't measure, so...
How do you actually measure customer happiness?
With customer satisfaction metrics.
There are dozens of them, but fret not, we've highlighted four key metrics easy to understand, track, and improve upon.
All right, let's get you the measuring tools you need to improve customer satisfaction.
But first, a definition
Table of Contents
Customer satisfaction metrics are what companies use to understand how happy customers are with their product, customer service, and overall experience. These metrics provide insights into how well your organization does at delighting customers.
Customer satisfaction metrics also play a crucial role in developing your customer experience strategy. They’re a critical feedback loop that allows you to understand how your customers perceive your business and customer support, then to make course corrections where needed to keep improving.
Some customer satisfaction metrics shed light on the performance of specific employees and departments, while others serve as indicators of the overall customer experience, reflecting the efforts of the entire organization.
Let’s dig into the key customer satisfaction metrics and explore benchmarks, examples, and situations where each of them is particularly useful.
NPS score is a customer satisfaction metric that attempts to gauge your customers’ satisfaction based on their likelihood to refer others to your product or service. If a customer will enthusiastically tell their friends about your product, it’s a good indicator that they’re happy with what you’ve created.
Net Promoter Score is based on a single survey question:
How likely would you be to recommend X to your friend or colleague?
Respondents rate the likelihood of recommending your product or service on a scale from 1 to 10. Based on their rating, they fall into one of three groups:
First, determine the percentage of promoters and detractors from the total ratings pool.
Then, subtract the percentage of detractors from the percentage of promoters. That gives you your Net Promoter Score:
NPS = % of promoters - % of detractors
Let's say you received 100 responses to your NPS survey. Out of these:
In this case, your NPS would be 30, calculated as 50% promoters - 20% detractors.
The good news is you don’t have to calculate your NPS score manually. Popular survey and user analytics tools like Survicate, Qualtrics, or SurveyMonkey can automate the process and handle the job for you.
NPS can range from -100 (if all customers are detractors) to 100 (when all customers are promoters). But both of those are unlikely — you’ll usually land somewhere between those two extremes.
Any score above 0 is considered a good sign, as it indicates that you have more promoters than detractors. And generally speaking, the higher the number, the better. Benchmarking data varies across industries and company sizes, but according to recent research by Survicate, the overall NPS benchmark is defined at 32.
While benchmarking is helpful, paying attention to your NPS trend is just as important. An increasing NPS trend means that your efforts to improve customer satisfaction are paying off.
But if NPS drops despite your efforts, it’s probably the right time to revisit your customer service strategy and employ more comprehensive customer satisfaction analysis tools – such as customer interviews or analyzing support tickets to better understand the source of customer dissatisfaction.
Theoretically, you can use NPS to track customer satisfaction with any product, service, or even documentation materials and specific touchpoints in the customer journey. While that’s possible, practically speaking, NPS is usually used to assess overall customer satisfaction with a product.
The implementation of NPS can look different depending on the type of business:
Product and marketing teams often rely on NPS as a key performance indicator (KPI) to gain insights into customer satisfaction and track it over time. However, other departments can also benefit from NPS.
Freich Reichheld, the developer of NPS, suggests that it can be a tool to predict customer loyalty. Customer success teams often leverage NPS as a data point for churn prediction models and within customer health score formulas to identify at-risk accounts.
The CSAT score is a customer satisfaction metric widely used by customer-facing teams to gauge “in-the-moment” customer satisfaction at specific customer touchpoints.
The score is calculated based on a CSAT survey asking customers to rate their recent experience with your company. It’s like a snapshot of the customer’s satisfaction level at that particular moment.
Your CSAT score is the percentage of customers who rated their experience positively.
To calculate it, categorize your customer satisfaction survey responses into ‘satisfied’ and ‘unsatisfied’ categories. If you’re using the typical 5-grade scale, you’ll define ratings from 1 to 3 as ‘unsatisfied’ and assume that ratings 4 and 5 indicate satisfied customers.
The next step is to determine the percentage of customers who provided satisfied ratings. This percentage becomes your CSAT score.
CSAT score = (number of ‘satisfied’ ratings / total number of ratings) * 100%
For example, let’s say you have 100 customers complete your survey and 80 of them indicate a satisfaction level of 4 or 5. In that case, your CSAT score would be 80% (80 satisfactory ratings / 100 total number of ratings * 100%).
A CSAT score can range from 0% to 100%. A score under 50% is concerning, because it means you have more unsatisfied customers completing your survey than satisfied customers.
In highly-competitive industries, like SaaS or ecommerce, the benchmark hovers around 80%.
The higher your CSAT score, the better. Just know that achieving a perfect 100% in the long run is unrealistic, even with top-notch service. There will always be some random scores or customers having a bad day. In my experience, a 95% CSAT score is an attainable goal for a high-performing customer service team.
You should also expect a 5%-20% CSAT survey response rate, to get enough data for a reliable score. If you receive fewer ratings, revisit your survey settings, including the timing of your surveys, the messaging you use, and the communication channel.
While some companies use CSAT surveys to gauge customer satisfaction with help articles or specific product features, the most common use is to assess the performance of customer-facing teams.
Although you can send a CSAT survey after every customer interaction, I strongly recommend against it. It can be annoying, especially since many of us are bombarded with various surveys on a daily, and sometimes hourly, basis.
Instead, send CSAT surveys as follow-ups after key touchpoints with your team to measure how happy customers are with the service provided. Here are some common touchpoints to consider:
Many companies use CSAT score as a KPI for their customer-facing team, reviewing scores of both individual contributors and teams to evaluate performance.
Customer effort score indicates how easily customers find it to use your product or get assistance from your team. Unlike traditional satisfaction metrics, CES focuses on measuring the ease of the customer experience.
The score is based on a survey where instead of questions about satisfaction, customers are prompted to assess how easy or difficult it was to complete a task, such as navigating the product or getting the answers they needed.
Customer effort score has been gaining in popularity, often replacing CSAT scores in support teams’ performance management.
The main benefit of using CES is that it helps differentiate between overall product satisfaction and customer satisfaction with the support experience, focusing on how easy it is for customers to receive assistance. If customers consistently find something difficult, you have a clear area you can work on improving.
Customer effort score is measured with a 7-point scale. To determine your CES, divide the number of 5, 6, and 7 ratings — customers who rated an experience as easy — by the total number of ratings, then multiply the result by 100%.
CES score = (number of 5, 6, 7 ratings / total number of ratings) * 100%
For example, if 100 customers submit responses and 60 of them give ratings of 5 or higher, your CES score would be 60% (60 ratings of 5 or higher / 100 total number of ratings * 100%).
Your CES score can range from 0% to 100%. The higher your CES score, the better.
But since CES is a relatively new metric (invented by Gartner in 2010), benchmarking data is still limited. And even with more data, there probably won’t ever be a one-size-fits-all number, as products and services can vary in ease of use even within the same industry or across different touchpoints within the same company.
Having a higher CES score than your competitors doesn't necessarily imply that your customers are less satisfied or unhappy (although reducing customer effort is almost always a good idea). A high score can simply indicate that your product is more feature-rich and advanced, or that you need to invest more in customer onboarding.
To gauge the effectiveness of your customer experience efforts, monitor how your CES changes over time and look for trends.
CES is becoming increasingly popular as a KPI for customer-facing teams aiming to provide more effortless service. According to some research, creating experiences that are consistently easy is a more reliable predictor of customer loyalty than other metrics.
Common touchpoints to send CES survey include:
Survey timing is crucial for CES. Aim to send it immediately after the measured experience, while the memory is still fresh in your customer’s mind. Significant delays can lead to inaccurate scores as customers will struggle to recall all the details.
Churn rate is the ultimate customer satisfaction metric, because it measures the rate at which you lose customers. When customers cancel their service with you, it’s usually a clear indicator that they’re unhappy or that they found an option they prefer more.
Satisfied customers are less likely to leave – as long as your product isn’t seasonal and there’s a strong product-market fit, of course.
Although it’s a broad-reaching metric that’s impacted by way more than just your customer support team, churn rate can help you find connections between your customer experience efforts and business success.
Calculating customer churn rate is quite straight-forward and can be done on a weekly, monthly, quarterly, or annual basis.
First, divide the number of customers lost during a given period of time by the number of customers you had at the beginning of that period. Then, multiply the result by 100%.
Churn rate = (number of customers lost / number of customers at the beginning of time period) * 100%
For example, if you start a month with 100 customers and lose 20 customers by the end of the month, your monthly churn rate would be 20% (20 customers lost / 100 customers at the beginning of the month * 100%).
Tools like Profitwell or Baremetrics can seamlessly integrate with your payment systems and retrieve the real-time churn rate with a button click. Both tools offer churn rate forecasts, help identify correlations, and can even reduce churn.
For example, by automating follow-ups on overdue invoices when churn is primarily attributed to failed charges rather than intentional cancellations.
The lower your churn rate, the better. It should be lower than your growth rate and ideally below 7% annually.
A high churn rate undermines business growth, because it means all of the effort and money you’re spending to attract new customers is worth less. Even if your sales team is doing their jobs well, your business may not grow. A high churn rate can signal issues with customer experience and potential misalignment with your ideal customer profile (ICP).
Churn rate is crucial for all subscription businesses, especially when it comes to financial reporting and forecasting. The lower your churn rate, the more valuable each customer is and the more revenue you’ll see from them over time.
Despite your efforts, some customers will churn and it’s normal. Churn rate doesn’t always indicate dissatisfaction — a customer might love your product, but find they no longer have a need for it, so they cancel. Or perhaps their budget got cut and they were forced to make a tough decision.
If your churn rate is higher than expected, make time to dig into the triggers leading to churn. Churn rate is a lagging metric — you can’t measure it until after you’ve lost those customers. So when you see churn rate increasing, you need to move quickly to get ahead of it and find ways to improve your product and your customer experience.
Understanding the reasons customers churn is a critical first step in identifying ways to address issues and improve customer retention.
While metrics and quantified data are excellent for setting KPIs and identifying trends, it's crucial to delve deeper than a simple rating to truly understand your customers. Creating opportunities for them to share open-ended feedback openly and frequently is key.
In my experience, adding a free-text field to our CSAT survey proved invaluable. We discovered that, despite poor metrics, customers were quite content, and all the low ratings stemmed from a few easily fixable product issues. They were happy with our customer service, but their dissatisfaction with the product was showing up in our CSAT surveys.
The opposite is possible, too. You may find that while customers are happy with the specific experiences you measure, they may not be satisfied with your overall product.
These examples highlight why customer feedback is so crucial. The more you can make people feel heard and valued, the more open and honest feedback you’ll receive. With tools like Missive, you can automate follow-ups with customers, giving them opportunities to feel heard, appreciated, and motivated to share more. This ultimately helps you improve your customer experience and boosts your bottom line.
If you're keen on taking control of your team communications & customer support, give Missive a try for free!
January 31, 2024
Customer Experience Optimization: What Is It & Actionable Steps
Understand what customer experience optimization is, how it can be done, and how to implement it in your business with this short guide.
Creating a good customer experience is a heavy lift for any organization. It requires constant maintenance and continuous improvement, a process usually referred to as customer experience optimization.
86% of consumers say they’re willing to pay more for a superior customer experience. And 80% of customers surveyed by Qualtrics said they have switched brands due to a poor customer experience .
In today’s market, there just isn’t room for delivering a bad customer experience today.
Due to constant change in technology and consumer expectations, customer experience is in perpetual evolution. This means you’re never really “done” optimizing your customer experience — it’s an ongoing process. Every business needs to regularly revisit what it means to have an “optimized” customer experience.
Table of Contents
Customer experience optimization (CXO) is the ongoing process of enhancing all of your customer touchpoints throughout the customer journey. Customer experience optimization aims to create positive and valuable experiences that meet or exceed customer expectations. When CXO is done right, customers are happier and more loyal, and they will advocate for your brand.
Customer experience can feel nebulous, because it’s ultimately about your customer’s perception of how your company treats them. Every customer who encounters your brand has their own perception of your business, and that perception affects their behavior with your service or product.
A customer who associates negative experiences with your brand is less likely to become a loyal customer. In contrast, a customer who has had a positive experience with your brand is more likely to be a long-time satisfied customer.
So how do you shape the perception customers have of your business? How do you impact customer behavior?
Let’s start by looking at the 4 pillars of customer experience optimization.
The 4 pillars of Customer Experience Optimization are:
Focusing on each of these components is a great start to building a better (more optimized) customer experience. Let’s look at each of these more closely.
Adobe reported that 67% of customers want a personalized experience .
The one-size-fits-all approach to customer experience is no longer an option. Customers come to a business from various backgrounds, with different types of problems, and with various (but often high) expectations.
That’s why creating a personalized experience is a must to be competitive in today’s business landscape. A personalized experience helps build trust and increases customer engagement, which increases customer loyalty. You need to understand who your customers are and what they need so that you can create an experience that resonates with them.
We’ve all been here: we’re on the phone with a support agent only to find we’re getting transferred to another agent for help. The next agent answers the phone, and we find ourselves explaining our problem again.
Or maybe you’re stuck with a product, so search Google for some help documentation — only to find information that contradicts what you learned during the sales process.
Either scenario is frustrating, and both illustrate a lack of consistency in the customer journey.
Customer-facing team members must be well-trained and equipped with the right tools and information at the right time to deliver a consistent customer experience. Web pages and other resources should contain up-to-date information without discrepancies that may confuse customers. Designers and writers should be trained and have access to your company style guide to ensure any customer-facing graphics or content are true to your company’s brand.
Consistency is hard to manage across dozens or hundreds of touchpoints, but it’s a critical part of customer experience optimization. It’s more than how you engage customers. Consistency across the entire customer journey makes customers more confident in your brand. The more confidence your customers have, the more trust you will build with them.
Consumer expectations evolve alongside the evolution of technology. You could even say that our patience has plummeted as we become more technologically dependent. When things go wrong or when we have a question, we want an answer quickly.
It is, after all, what we expect.
A Forrester study reported that 77% of consumers say that valuing their time is the number one thing companies can do to provide a great online customer experience. To be responsive, companies — and the teams within those companies — must be equipped with the right resources and technology.
If you have customers all around the world, that might mean offering 24/7 support. Or it might mean implementing an AI-powered chatbot that’s always available to handle your most common customer inquiries.
Start by tracking your response time and other time-based customer service KPIs so you have an idea of where you’re at today, then work to improve it over time.
In addition to fast responses, customers want an effortless experience when it comes to using your product and finding help. Customers today want a seamless user experience and an omnichannel support experience.
Removing friction from the customer experience will help decrease the effort required for customers to get their problems solved, which leaves room for increasing customer satisfaction.
Simple tactics like making sure it’s easy to find your support team’s contact information or embedding help guides within your product go a long way to making your company seem more accessible.
Optimizing the customer experience will help your business grow.
Delivering a great and consistent experience is something prospective customers will recognize. They are also likely to tell people about their experiences, which can exponentially increase your brand’s awareness and, ultimately, your growth rate.
Even better, Deloitte’s research found that customers who have a positive experience are likely to spend 140% more than customers who have negative experiences. That’s good news for your bottom line.
A good customer experience will also increase engagement from existing customers. No one wants to use a product that’s difficult to use or that comes with a poor customer service experience. Customers will be more likely to use your product more when the experience meets or exceeds their expectations.
In short, optimizing your customer experience will retain existing customers and bring in new customers.
Optimizing the customer experience is incredibly valuable, but it comes with challenges. Here are obstacles you should look out for as you begin your customer experience optimization journey.
It’s hard to optimize your customer experience without accurate data about your customers. Unfortunately, many CX leaders find it difficult to capture or access the data they need.
To overcome this challenge, you’ll need to work closely with your engineering or data teams. If your organization already uses tools like Tableau or Looker, you may be able to set up dashboards or reports that make accessing and analyzing data far easier.
CXO is not a one-time thing. The ongoing need to optimize the customer experience is a challenge in itself. Companies must be invested in optimizing the customer experience all the time. It’s one of the cost of having a business in today’s world.
As your product or service changes, your customers’ expectations and needs will also change. Don’t set it and forget it. Empower a team or a person to own the customer experience and continually act on opportunities to improve it.
You’ll need tools and systems to build and maintain a great customer experience. Choosing the wrong technology will only make this difficult task harder.
For example, you might choose a tool that serves your support team’s needs well, but fail to consider how it integrates with your data visualization tool or the CRM your sales team is using. Because having a clear view of your customer’s holistic experience with your brand is important, this would be a painful misstep that would require a lot of time or money to correct.
When choosing CX tools, involve stakeholders from other business teams to ensure you’re accurately understanding how they’ll interact with your entire tool stack.
Now let’s look at some specific ways you can optimize your customer experience.
A great customer experience starts with understanding as much as you can about your customers . A good way to start learning about your customers is to map out their journey with your brand by creating a customer journey map, which is a visual representation of the ways they interact with you. A good journey map also highlights your customers’ needs and expectations at each point of the journey. Once you’ve mapped out every customer touchpoint, you’re able to optimize the experience at each point.
In addition to a customer journey map, you can use customer data to learn more about your customers. Quantitative data like purchase details, geographical location, and industry type give you details about customers so you can segment customers and personalize their experience.
Qualitative data, like customer feedback and customer support conversations, help paint a fuller picture of your customers. Combining both types of data enables you to create both product and support experiences leads that are optimized to your customers — not to some generic avatar or audience that isn’t buying from your business.
Your customers are hoping to “hire” your product to do a job for them. Do you know the job your customers are looking for your product or service to do for them? By understanding the pain points your customers are facing, you gain a deeper understanding of their purchase motives — the reason they bought your product. You can uncover these motives by using the Jobs to Be Done framework and asking questions like:
Understanding purchase motives enables you to guide your customers to that “aha” moment of achieving their goal faster, creating a more powerful experience from the get-go.
With qualitative and quantitative data and an understanding of the customer’s purchase motives, you can craft a unique and personalized experience that resonates with your customers.
Simple ways to personalize your customer experience include:
There’s plenty more you can do to personalize your customer experience and create meaningful customer connections.
As we mentioned earlier, customer experience optimization is looking at every touchpoint your customers have with your product or service. A touchpoint can be many different things, including any web page on the internet related to your company.
So ask yourself:
Have a plan in place to maintain your customer-facing content and ensure you’re delivering consistent, up-to-date, and valuable information.
Experimentation and personalization are a powerful combination when it comes to customer experience optimization. You never know exactly how a change will affect your customer experience, so run experiments to see how different approaches to personalization impact things like customer satisfaction or retention.
For example, you can experiment with two different onboarding processes or different types of messaging. If you try two different formats in your onboarding emails, which one has the higher open and click-through rates?
It’s important to deliver a consistent experience across all customer-facing channels. Giving customers a consistent experience sets clear expectations for them.
For instance, a consistent tone of voice across your emails, chatbot, and help center helps customers know who they’re talking to. Clear policies help them know what to expect when working with you. Consistent response times enable customers to know you’ll follow through on your promises.
Being consistent requires a good amount of planning and disciplined execution. Your customer journey map will help you identify where you can inject consistency throughout the entire customer experience.
We’ve seen a massive shift over the last ten years. Nowadays, it seems like every company is claiming that they’re “customer-centric.” It’s no longer enough to just make the sale — you have to make the sale and keep customers coming back for more. This is largely due to the transition to a subscription-based business model in so many industries, but it’s also due to an increase in competition.
But what does “customer-centric” mean today?
A customer-centric company is one where everyone at the organization — from the frontline support agent to the CEO — is thinking about the customer every day. It’s a company that optimizes the customer experience and makes decisions with the customer in mind.
Customer experience optimization is a cross-functional effort . Everyone from CX to engineering to product managers and executives needs to be involved. Everyone has a role to play.
As your customer’s expectations evolve and change, you’ll see big benefits — like high retention rates — if you consistently optimize your customer experience.
January 30, 2024
Cc & Bcc in Email: What Do They Mean & When to Use Them
Discover the meaning of CC in emails and learn when to effectively use it. We also cover the difference between CC & BCC.
Emails have been around for a really long time now.
They were originally created as the digital version of mail and borrowed some terminology and core concept from it. Some of these terms that are coming from the paper era are CC and BCC.
If you ever wondered: What does it mean to CC someone in an email? You’ve come to the right place. In this article, we’ll explore what CC means in email and how to use it. Let’s dive into it.
CC means carbon copy. It's a field in the header of an email that lets you to send a copy of an email to other recipients. When someone is in CC, they can see the email thread, recipients, including other people in CC.
It's a good way to keep other people informed about what is discussed in an email. However, it’s important to know that, unlike the regular recipients of an email, the content of an email is generally not addressed to CC recipients and are not necessarily involved in the conversation.
For example, you may contact a potential client via email and want to keep someone else in your team informed about how things are going with that lead. In that case, adding your colleague in the CC might be a good option as they will be able to see the email thread, but their input won’t be necessary for the conversation.
You can learn more about the history of CC and BCC here.
BCC stands for blind carbon copy. It is very similar to the CC feature, but with one major exception:
When you BCC someone on an email, other recipients of the email won’t be able to see it.
This means that the recipients in the "To" and "CC" fields won’t know that you included a BCC recipient in the email.
It is most used when you want to send a copy of an email to someone but don’t want the recipient of an email to know about it. It could be useful if you need to keep someone informed without revealing their identity to others.
The BCC will receive emails just like any other recipients of the email, but their presence won’t be known by anyone else than you and them.
You should always use BCC with care as it comes with some ethical implications around privacy, transparency, trust, honesty, integrity, and even compliance.
The main difference between CC and BCC in emails is that depending on the one used, other recipients might not be aware that the copy has been sent to someone.
When you CC someone on an email, all recipients will be able to see who received the email and their email addresses. CC is used when you want multiple people to be informed and don’t mind other’s knowing about it.
On the other hand, when you BCC someone, their email address is hidden from other recipients. Recipients are unaware of the presence of BCCs unless they have been mentioned by the sender. BCC is used when you want to discreetly let someone be informed about a conversation without the other recipients knowing.
CC promotes transparency, trust, and in a certain way collaboration among recipients, while BCC maintains confidentiality and privacy. While CC recipients are not expected to actively participate in the conversation, they easily can add their input at any moment. However, BCC recipients remain passive observers.
CC is a useful tool in your email arsenal. It’s quick and easy to use and provides a good way to improve communication. But from a technical point of view, it is almost identical to the “To” field. The difference lies in the email “conventions”. The “To” field is for recipients the email is originally addressed to and the CC field is for people you want to be informed or want in the loop.
CC is a good way to share information with people who are not the primary recipients of an email but want them to be able to see a conversation. CC allows them to stay informed and provides them with context.
However, as we’ll see below, there are some situations where CC is not the best option to use.
When you want to introduce a new person to an existing email conversation, CC should be used. By CC'ing the new participant, you include them in the conversation and let them see the previous discussions. This way, they will be able to quickly catch up on the context and contribute to the conversation.
This use case also applies when you’re emailing someone to introduce them to another person, as the CC’ed person isn’t the person the email is originally addressed to.
Unlike CC, BCC has some specific use cases that couldn’t be replaced by the “To” field. And since the BCC field is hidden from all other recipients, the BCC comes with some advantages.
This is probably the most common use case for the BCC field in email. Imagine you’re sending an email to all participants of an event you’re organizing, but don’t want all recipients to know the email address of each other. You could add all recipients in BCC and your email address in the “To” field. This way, everyone will receive a copy of the email, but won’t be able to see all the other recipients.
Using BCC is a good option if you want to keep a copy of an email in one of your other email addresses without giving it to the recipient.
CC and BCC aren’t all good. They also come with their downside, like the inability to easily exchange with colleagues inside an email thread. Let's take a look at situations when you should think twice before using CC or BCC.
We all know how overwhelming it can be to be overloaded with emails and CC’ing people in almost all your emails is a surefire way to fill someone else’s inbox.
Sending every single email to many can make it difficult for people to prioritize their messages and result in the opposite of what you were trying to achieve; keeping them informed and in the loop. It's best to be mindful and avoid inundating others with unnecessary emails.
Respecting privacy is crucial in all communication methods, and it certainly applies to emails.
Before adding new recipients to a conversation, you should make sure that the recipients accept that you add someone.
There might be sensitive information in the thread that the other person wouldn’t want to share.
If you're hoping for a response or direct action from a recipient, then CC’ing them isn’t your best option. Instead, you should include them in the "To" field.
When you CC someone, they will generally assume that no action is required from them and that they should get involved in the exchanges. To avoid confusion and set clear expectations, you should always put people who need to take action in the primary recipient field.
While CC is a great way to add people to the loop, we’ve seen that it’s easy to overload your colleagues if you indulge in CC’ing too much.
A great alternative to the copy carbon field in email using a collaborative email client like Missive.
Missive is a shared inbox and email management software that let you easily share emails with other team members and discuss with them in a conversation.
CC is a way to send a copy of an email to someone who's not the main recipient. On the other hand, BBC is used to send a copy of an email to someone without the other recipients knowing.
People that are CC'ed will receive replies to the email when someone reply to all, as opposed to the people who are BCC'ed.
You should use CC (carbon copy) when you want to include other recipients who may be interested in or relevant to the email's content, without requiring a response from them. The CC recipients' email addresses will be visible to all other recipients. You should use BCC (blind carbon copy) when you want to secretly include additional recipients without disclosing their email addresses to the other recipients. BCC recipients will still be able to respond and reply to all, but their email addresses will remain hidden.
CC is used in email to send a copy of an email to a secondary recipient that may benefit from the email's content, without having to participate in the discussion.
December 22, 2023
5 Examples of Bad Customer Service (and How to Fix Them)
Not long ago, I came across a company whose support team was swamped with tickets.
Their solution to handling the overwhelming volume of customer requests was… particular.
All incoming tickets received outside business hours were automatically closed, with an automatic message asking the customer to contact the customer service team again during business hours.
However, that’s a sure way to a negative experience for your customers, and it reflects horribly on your brand.
Bad customer service is still far more common than it should be, which got us asking: what are some examples of horrible customer service?
Sometimes it’s easiest to learn about what your customer service team should do by taking a look at times when other customer service leaders made the wrong choice. Negative examples, if you will.
So if you’re curious to learn how your business can be customer-centric and consistently deliver excellent customer service, read on to learn more about terrible customer service interactions (and to find tips on how to turn a terrible interaction into a great one).
Bad customer service occurs when a support interaction doesn’t meet a customer's expectations. Excessive delays in responding to an inquiry, rude or unhelpful behavior from customer service representatives, mishandling customer complaints, and not fully resolving a problem are all examples of inadequate customer support.
Obviously, that's a subjective definition. And in some sense, there’s no way around that. Whether an interaction with a customer service rep is good or bad depends on what a customer expects.
But on the other hand, some customer interactions are just flat out bad. Take obscenely long hold times or rude customer service agents, for example.
These things are bad for business, but they happen all the time.
And that’s despite the considerable impact that customer service has on business. 68% of customers will willingly pay more for products from brands known to offer a great customer experience. Great experiences increase revenue, boost retention, and improve customer satisfaction.
Or look at it the other way: 65% of customers have switched to a different brand after a bad experience. Bad customer support increases churn and hurts your bottom line.
That’s why you need a sound customer service strategy — because in today’s competitive landscape, your company can’t afford to offer poor customer service.
Below, we share five common examples of poor customer service and give tips and ideas on how to make them better:
In an ideal world, customers would ask for exactly what they need in terms your support agents can understand.
That’s not what usually happens in a real interaction, though.
Customers explain situations based on their own understanding and how they’re experiencing an issue. They share the symptoms as they see them, and your customer support team has to play the role of a doctor identifying the root cause of their pain.
That’s why learning to ask good questions and read between the lines are key customer service skills.
Here’s an example from a recent support ticket at a bank:
A worried customer contacted her bank’s customer service department. Her card purchases were being declined, despite having a positive balance in her account. She feared her money was blocked or, worse, lost.
In response, the customer service rep shared a knowledge base article about existing limits on the number of card transactions. The article wasn’t exactly wrong — she did exceed the number of transactions — but the agent completely missed the real pain point. The main source of the customer’s concern was whether she’d lost access to her money, and simply offering some reassurance would have transformed the interaction.
Train agents to use critical thinking and ask great questions. That’s how they’ll pick up on what customers need (even when they don’t say it directly). In the interaction above, the bank employee should have addressed the primary concern, reassuring her that the money wasn’t blocked and informing her when the transaction limit would reset.
Other tactical tips to improve in this area include:
Bruce Lee famously encouraged his students to “Be water, my friend.” He recognized the importance of adapting and flexing based on the situation at hand.
Sure, policies and guidelines are there to be followed. They’re crucial in keeping all departments on the same page and ensuring your business operations function smoothly.
But a strict or inflexible process can also be harmful.
Let’s say one of your biggest customers contacts you because they need to make a return, but they happened to miss the deadline by a week. They’ve spent a lot of money with your brand, and they also happen to be an influencer in your industry.
But their phone call gets routed to a new support rep, and they opt to follow the return policy by the book, explaining that the customer is ineligible for a refund. That puts the customer in an awkward spot — they can push for an exception, they can share about the bad experience, or they can suffer in silence.
A knowledgeable agent will know that keeping this particular customer happy is more important than following the standard process.
Empower your frontline staff. Knowledgeable customer service reps can recognize outdated processes that no longer serve the business. They can also identify situations that are the exception to the rule.
Other ideas to help here include:
Frontline staff should never demean customers or display brash or sarcastic attitudes. The same goes for showing apathy or simply displaying no interest in solving a customer’s issues.
Unfortunately, it happens.
A full 73% of customers surveyed by chatbot and AI solution provider, Netomi, reported being on the receiving end of rudeness from a customer service agent.
This actually happened to me personally, very recently. My wife ordered a new area rug online. It ended up being the wrong size, so she initiated a return. The rug was so large that it needed to be picked up by a third-party logistics service, and she waited two weeks to hear from them.
Silence.
After calling the logistics service, she was told there was no record of her request. So she tried again, and after several more days of silence, she called back the company she’d purchased from.
The customer service rep gave her the runaround, ultimately telling her that it was her fault the return had stalled out so long because she had waited too long — even though it was their system that failed to notify the logistics service of the request.
The moment a customer takes the time to contact your support team, they’re already frustrated. Opening the conversation with empathy and communicating a willingness to resolve their problem goes a long way.
To help with this:
Long wait times are a classic example of subpar customer support. They’re a great way to create frustrated customers and build a negative brand reputation.
If you’re curious how it plays out, there are entire Reddit threads about how long consumers have waited on hold.
You’ll read about a customer trying to cancel their phone company and waiting 85 minutes on the phone. Or the 42 minutes it took to book a doctor's appointment.
That’s about 84 minutes and 41 minutes longer than customers should be waiting.
An excessive response time is only made worse by having to repeat yourself multiple times across different agents. In a recent survey, almost two-thirds of US adults shared that they believe valuing their time is the most important thing a brand can do to provide them with a good customer service experience.
Reduce your hold times and respond faster. There are many different ways to reduce hold times, and the right one will depend on your situation. Here are some ideas:
Is anything worse than finding it hard to reach a business when you need help?
Comcast/Xfinity is infamous for this, as Reddit threads like this show. Here’s a snippet from one user:
“I asked to cancel (which took 4 tries as it 'accidentally' kept hanging up on me in the process..) and I said the same to them. They offered $75 at first and I said no. They then offered $45. I thought about it, but they said that's only for a year then it's back to the "regular rate" I told them to cancel it then. Had my fiancée sign up immediately after that, and now we are locked in at $30 for two years.”
Is it possible that the phone system hung up on them four times? Technically, yes. But it’s highly unlikely.
Whether it’s unhelpful support agents, a chatbot that gets users caught in a loop, or burying your contact form deep in your help center, situations like these are incredibly frustrating. While offering great self-service is a critical part of a modern customer service strategy, you should always make it easy for users to get human help when they need it.
Whatever communication channels your support team offers, make them easy to find and access. Customers look to contact you when they have problems, so don’t create additional problems by making it hard to reach your support team.
Tactical tips to do this include:
We’ve seen examples of inadequate customer support and how to improve it. It’s tough to deliver a consistently great experience. It takes hard work and intentionality.
Across the board, there are a number of underlying reasons why bad customer experiences are still so prevalent. These include:
Negative customer experiences are damaging to your business. Your customers are your company’s most important resource, and building out systems that enable you to support them well won’t happen by accident.
At the same time, your customer service processes will always be evolving. This work is never done, so don’t focus on getting across a finish line that doesn’t exist.
Instead, make it a regular part of your routine to audit your customer experience and analyze customer feedback. By creating feedback loops that enable you to continually improve, you’ll build a flexible customer service operation that your customers can rely on.
December 22, 2023
8 Soft Skills Proven to Improve Customer Service
Understand the importance of soft skills in customer service. Learn why it's important to invest time and effort into mastering them.
There’s a saying in the support world: no one majors in customer service.
Which is to say, that there’s no single educational or career path that will prepare you specifically for this kind of impactful work. Most of us go on a professional journey before arriving at our final destination of a customer support career.
It also means that we pick up the excellent customer service soft skills we need to do our jobs along the way, sometimes formally (through college education) or informally through direct work in different customer-facing fields.
That was definitely true in my case. My college and career journey has spanned everything from journalism to public health to logistics. While my career hasn’t been a direct path, it’s proven over and over how soft skills are in customer service.
It’s also reinforced an important point over and over: it’s never too late to improve your soft skills.
Whether you’re a college student working part-time or a career customer support person, this post will help you understand more about the skills that are so important to customer service — and why you should invest time and effort into mastering them.
Table of Contents
Soft skills are commonly distinguished from “hard” skills on the grounds that they have to do with things like emotional intelligence and communication ability, while “hard skills” are more technical competencies like coding or accounting. Ostensibly, hard skills are measurable, whereas soft skills are more abstract.
But here’s where I have to break with common wisdom (a bit).
As a longtime customer support professional and as a hiring manager and leader, I don’t think there’s anything “soft” about the support agents need to do their jobs well in customer service. Many software engineers couldn’t handle a phone call with an aggressive customer — there’s nothing “soft” about the skills needed to calm them down and find a path forward.
I also disagree with the idea that soft skills aren’t measurable, particularly in the realm of customer service.
Do you have a best-in-class customer satisfaction (CSAT) rating? That’s a measure of your support team’s empathy and care.
Do you have a high bug fix rate and feature release tempo? That’s a measure of your support team’s problem-solving skills, their ability to build productive and healthy relationships with other teams, and to advocate on your customers’ behalf.
Do you have a high Net Promoter Score and retention rate? That’s a measure of your customer support team's active listening skills and their ability to anticipate and address your customers’ needs (i.e., their emotional intelligence).
Do you get an outpouring of understanding and support from your customers following major outages? That’s a measure of your support team’s positive attitude, helpfulness, conflict resolution, and de-escalation skills.
I could go on. Suffice it to say that while it’s okay to use the term soft skills as a categorization method, it’s important to remember that they’re just as vital and valuable as any other skills.
If you’re still not convinced, let’s go over some hard numbers:
All of these points are somewhat related to customer service agents’ soft skills. Their ability to remain calm even when a customer is rude, be empathic, and understand your customers’ problems will directly impact their experience with your brand.
In sum, soft skills in customer service will help keep customers happy, loyal and even make them spend more.
Ok, this is kind of three skills in one. But they’re so related and interconnected that separating them is difficult.
Customers are often contacting us in moments of real need and frustration. Sometimes they just won’t be at their best.
Empathy and compassion are required in order for us to truly understand their problems and make them feel heard. Through showing empathy, you also give customers permission to express themselves honestly, so that they can trust you to fix their problems.
Patience is crucial in all customer interactions, regardless of the product or service you’re offering. Customers may not have the technical understanding of why something isn’t working, so your support agents have to be capable of kindly drawing out the information you need or guiding them through a solution, without pressure or judgment.
Customers don’t reach out for customer service because they enjoy it — they reach out because they need help. And while abusive customers can happen at times, most customers aren’t overly aggressive. They’re just regular people working through frustration, stress, fear, pain, and probably other private struggles you’re not privy to.
And if they’ve had poor customer service experiences with other companies, sometimes they’re coming to you conditioned to expect the same poor treatment. That makes it extra important to be able to hear and constructively address a customer’s feelings without taking it personally or making judgments about it.
This reduces stress for both you and the customer. It shows them you see their humanity and helps them trust that you want to help.
By remaining calm and de-escalating conversations, you create positive associations with your company. You help customers get to a place where they can share what’s really going on.
Customer perception can form instantly, and when customers are frustrated or when a problem can’t be solved right away, a positive and friendly attitude can work wonders.
Simply reframing the language you use to be positive instead of negative can have a big impact.
For example, instead of saying, “I’m sorry, I can’t offer you a refund,” you could try, “I can get that product replaced for you, would that help?”
The second option offers a solution and asks for the customer’s input, rather than providing a dead-end that the customer has to figure out how to get around.
Similarly, putting a smile and warmth in your voice when you speak to customers over the phone or appropriately using emojis over chat builds a customer’s trust and good feelings about the company’s brand. It’s a bit of a cliché, but people can often tell if you’re smiling when you answer the phone.
Effective communication fosters understanding and builds emotional connections with your customers. These two things are core to creating an engaging experience that’s catered to each customer’s needs.
Customer service agents must be able to explain information clearly, concisely, and at the customer’s learning level. They need to be able to guide customers through tasks like troubleshooting step-by-step, so customers don’t get confused or frustrated. Reply templates can help, but they’re best used as a starting point.
Clear and effective communication is vital no matter the support channels you’re using — whether you’re talking to customers over the phone, managing your team inbox, or handling live chats.
It really is the core of the job.
The ability to be present and listen actively to customers is a key skill for any customer service agent.
By actively listening, you can often glean insights from what the customer’s not saying or how they’re conveying information to you, which means you can ask more informed and relevant questions that will get you to a solution faster.
Moreover, customers hate having to repeat themselves. By actively listening, you can show your customer that you value their time as well as their business.
It’s not unusual for support agents to run into situations or issues they’ve never encountered before — in fact, that’s pretty much status quo for customer service professionals.
When a customer brings us a gnarly problem or asks about a part of the product we’ve never even heard of, we have to be able to respond with curiosity and flexibility (not panic). Resilience is just as necessary because sometimes you just have to buckle down and work on an issue until it’s resolved without getting tired or flustered.
When even the most unpredictable issues are handled calmly and confidently, it builds customer confidence in your team and your brand.
It’s not enough to be curious about a new topic or bug. You have to know how to work the problem and go about finding answers within a reasonable amount of time, so that you’re not leaving customers hanging with no resolution or explanation.
This could mean having god-level Google-fu, or having a tried-and-true troubleshooting methodology. It might also mean knowing what tool or database to query for answers, or knowing who to ask for help (and when).
The greatest customer service agents are super sleuths, tracking down answers with creativity and determination.
Speaking of asking for help, customer service agents should be a customer’s greatest advocate.
While support agents may handle dozens of customer conversations each day, they’re probably only interacting with each customer once. Here’s what that means:
What’s routine for you is rare for your customer.
Your support team does two things when they take ownership of each customer’s problem:
Creating opportunities for advocacy across your customer service team makes them more than just a transactional machine handling routine questions. Instead, they become an invaluable asset to your company. They become your customers’ champions.
Did you read through that list and come across a few skills you’d like to work on or to help your team improve in?
Being a good customer support agent means always being open to growth, and although there’s no degree in customer service (yet!), there are many ways you can beef up your customer service skills.
As the customer service profession has grown and evolved, so have the resources available to us for learning and improving our most important customer service skills.
You can find professional education and courses on all the skills we covered in this article on training platforms like LinkedIn Learning, Coursera, Udemy, Skillshare, and more.
Customer service professionals and leaders have also written many books covering these soft skills and related topics, including some of the tougher competencies to build on like empathy, growth mindset, and adaptability. Some recommendations include:
Finally, your peers and leaders are excellent resources for developing your customer service soft skills.
Take advantage of peer feedback and mentorship your team can offer. Role-playing customer interactions with your team is a great way to practice conflict resolution and active listening in a low-stakes environment.
Customer service professionals are the living embodiment of why it’s important to maintain a balance between soft skills and hard skills.
We keep customers happy by understanding their problems, solving them, and listening to their feedback.
We keep our product and engineering teams happy by understanding and valuing their work, translating customer needs into business objectives and technical requirements, and helping those teams fulfill their commitments to the product and customers.
If I can share maybe the most pivotal lesson I’ve learned in my customer service career, it’s that there are no hard skills without soft skills.
It’s a symbiotic, mutually beneficial relationship, and when you find someone who can demonstrate both skill sets, it’s a beautiful thing.
December 19, 2023
66 Most Significant Customer Service Statistics in 2024
In a recent McKinsey & Company study, customer service leaders were asked:what is your highest priority?
The answer at the top of the list was improving customer experience.
This goal has become the driving change of many aspects of the customer service industry, from the tech we use to how we design omnichannel experiences and even response times.
To highlight the different aspects of customer service and their importance, we have collected 66 key customer service statistics that talk about rapid changes like AI, chatbots, and automation that are helping customer service teams meet these expectations.
These statistics can help you see the direction the customer service industry is heading in—and what you need to do to prepare your business in 2024.
Let’s take a look 👇
Table of Contents
Artificial Intelligence (AI) is changing everything we do, from how we write to how we program and yes—how we talk to customers.
Forbes labeled AI as a new industrial revolution, and a 2022 IBM survey found AI adoption rates are steadily increasing across the globe.
For the customer service industry, the emergence of AI has led to some monumental shifts:
According to HubSpot, AI is making customer service teams more efficient across the board:
But there is a gap in how business leaders are investing in AI, and how much customers want to interact with it.
The worries of such disruptive tech are not new. The same thing happened when computers were put into workplaces in the 1980s—many people feared they would lose their jobs. But just as those computers still require a human to run them, Intercom found AI and automation tools will need people to develop chatbots, design AI conversations, and create strategies. The future of customer service and AI looks different—but the progression looks promising.
Customer demands have changed rapidly as support tech has improved. Gone are the days when businesses can get back to customers in 3-5 working days.
Customers want answers. And they want them quickly.The main driver of this change? Chatbots 🤖
The other big bonus of chatbots is they are incredibly beneficial for a company’s budget. Not only can chatbots cut customer service costs by up to 30% (IBM), but:
However, there is also a generational divide around chatbot preferences. While 20% of Gen Z customers want to start a customer service experience with a chatbot, that figure drops to just 4% for Boomers. (Simplr)
It also depends on what type of issue the customer has.
Chatbot use is definitely increasing, and more customers are happy to use them. But the stats are clear—a large portion of customers out there still want to talk to a real human 🙋
In the early 90s, the White House Office of Consumer Affairs commissioned a study into customer service and what made customers tick. As HuffPost reminisced, the results were… humbling.
An unhappy customer doesn’t stay quiet. In fact, they will tell nine to 15 other people about their bad customer service experience with your company. Some customers tell 20 people or more. And for every customer who complained to you, there were another 26 others who kept quiet about their dissatisfaction.
Yikes 🥴
Further research from Qualtrics and ServiceNow found that 80% of customers have switched brands because of a poor customer experience, and US companies risk losing $1.9 trillion in spending because of it.
What’s interesting is just how unwilling customers are to give a business a second chance if they receive poor customer service 👇
Interestingly, this sentiment was shared across age brackets. A Propel Software study found a majority of Millennials (57%) will cut ties with a brand after one bad encounter, while 54% of all survey respondents said they would do the same.
What is perhaps most alarming for brands is how unforgiving customers are unless the customer service team can save the day.
These statistics couldn’t be more clear: customer service teams can not only win people back, but they can do it even if a customer has had a rotten experience.
The goal of any customer service team is to deliver a five-star experience to their users. But what does that look like? 🤔
What’s interesting is brand loyalty can be achieved through great customer service. Propel Software found that brands can win over customers for life if they remember their birthday, service reps call customers by their name, and are swift to make changes when complaints are made.
Take a look at these and see if they look familiar:
🤖 Chatbot: “Shoot an email across to the support team so we can get this sorted.”
📞 Phone call: “I will transfer you to another department that can help.”
🐦 Twitter: “Send me a DM so I can get this sorted for you!”
These are all responses from a customer service agent to an angry customer. While there is nothing wrong with each response, there is a risk that when the customer jumps from one channel to another, they will have to repeat their problem to another agent… and that's where the problem begins.
Customers want a painless support experience. In fact, 9 out of 10 customers expect a seamless omnichannel experience no matter what communication method they use. (CX Today)
Brands must decide what communication channels to prioritize, depending on customer preferences.
However, some brands struggle to meet these customer demands.
77% of companies struggle to create a cohesive customer experience across devices and channels, even when 62% of customers say they want to engage over multiple digital channels. The good news is there is a huge opportunity for businesses to let customers self-service a problem 👇
But be warned—self-service doesn't mean forgetting about your customers. 77% of customers say a poor self-service option is worse than not offering any support at all, as it wastes their time!
There is no doubt the way we approach customer service is changing at a rapid pace.
Gartner predicts that by 2025, customer service teams that use AI in their multichannel customer strategy will boost operational efficiency by 25%. And 84% of companies think AI chatbots will become a crucial communication tool for talking to customers (CCW).
What’s interesting is how these changes will come about. Research by Boston Consulting Group (BCG) predicts generative AI will be embedded and rolled out across customer service functions until it can provide continuous assistance across all customer journeys:
If this predicted rollout becomes a reality, BCG expects Generative AI to increase customer service productivity by anywhere from 30% to 50%.
Gartner also expects that by 2027, chatbots will become the main customer service channel for a quarter of all businesses. If this happens, it will lead to a major shakeup of the entire customer journey, and businesses must start to plan for how AI will work alongside customer service representatives.
According to McKinsey research, an estimated 75% of customers use multiple channels in their ongoing experience. It has offered a vision of what a future customer service model could look like if AI was introduced at every customer touchpoint:
While the statistics we have talked about highlight that customers are not quite all in on AI and automated support experiences, they are getting more comfortable.
The best thing your business can do to prepare for these developments in 2024 is to embrace the new tech in customer service. The bottom line is: customers don’t care how they get good service, but they expect good service. And brands that win in 2024 will leverage every tool in their toolkit to satisfy customers.
Use chatbots to speed up customer service. Share information across your team to improve every omnichannel experience. And use AI to optimize every touchpoint in your customer’s journey.
Follow these trends in 2024—and your customer service team will thrive 🥳
December 19, 2023
The 11 Best Zendesk Alternatives Worth Trying in 2024
Ready to explore beyond Zendesk? Let’s talk about the top customer service tools, compare features, and...
Zendesk is a great product that offers extensive customer service features. But it has a caveat, it’s expensive and complex.
If you’re not a large enterprise, chances are you’ll find Zendesk to be overkill. Especially since there are more user-friendly and affordable Zendesk alternatives that offer a great feature set.
If you’ve faced challenges using Zendesk and need to switch to an alternative, this guide is for you. We did some leg work for you and found the 11 best Zendesk alternatives based on factors like ease of use, feature set, and pricing.
While it’s hard to argue that Zendesk isn’t a great customer service platform, it does come with disadvantages: High costs and a complex interface.
Here’s a quick overview of Zendesk’s disadvantages as a customer service platform.
Zendesk can get quite expensive even if you use its most basic plan. The base plan doesn’t include features like service level agreements (SLA), custom and live analytics, or AI features.
Advanced features are locked behind a paywall. Even essential features like customized support forms are not available on the base plan.
Sure, you can buy add-ons to get advanced features on a lower-tier plan. But there is a caveat: Not all add-ons are available on all plans.
If you’re on the base plan (Suite Team) or the next tier (Suite Growth plan), you aren’t eligible for the advanced AI add-on. If you’re eligible, you’ll have to shell out quite a bit for add-ons.
The advanced AI agent, for instance, costs $50 per agent per month.
Zendesk’s extensive onboarding process and complex configurations present a steep learning curve. This can translate to cumbersome onboarding, low employee buy-in, and investments in training.
Even once you’ve dealt with these problems, you might not achieve the same level of efficiency as you would with a more user-friendly platform.
Ironically, Zendesk has a reputation for being non-responsive. Don’t take our word for it—here’s a review from a Zendesk user on Capterra:
“If you need support for this software, they take a long, long time to get back to you. You better know what you're doing, because if you need to get a hold of them, I wish you the best of luck.”
Zendesk can be difficult to navigate. The lack of support only exacerbates the problem and leaves teams without dedicated experts on their own.
We’ve compiled the best Zendesk alternatives for customer service below. From basic communication to AI-powered tools, these solutions offer a wide range of features for customer service.
Look for an option that meets your business needs and offers value for money.
Missive is the perfect customer service solution for startups and small businesses. It’s not a full-fledged help desk software, which means you won’t have to spend time navigating through a lot of clutter.
It focuses on features like shared inboxes, live chat, shared labels, flexible email setup, and canned responses.
The platform allows assigning customer conversations to a specific team, person, or multiple people. To automate this process, you can create rules to route conversations to the appropriate location.
Missive integrates with all popular tools like Salesforce, OpenAI, Grammarly, and Aircall. This means you can easily migrate data between Missive and these tools to streamline your workflow.
Missive offers a comprehensive range of email management capabilities. You can collaborate on customer emails, delegate them to team members, and manage multiple email addresses at once.
Missive helps you automate various workflows for incoming and outgoing messages, as well as user actions. There is also an OpenAI integration that acts as an email assistant, helping you be more productive.
Missive helps small businesses deliver great customer service without spending a fortune.
Try Missive today—it’s free. If you want to learn more about how Missive can help your customer service team, you can also book a demo.
HubSpot Service Hub is a help desk platform that helps manage customer inquiries from its feature-loaded interface. It might be a good fit if you’re an enterprise user and require features like video recordings, the option to create a knowledge base, customer satisfaction surveys, and automation.
HubSpot saves plenty of time by helping you automatically assign incoming messages via chat and email to the right person on the team.
Support agents can use one of the 5,000+ email templates available on HubSpot to quickly respond to inquiries—you don’t have to reinvent the wheel every time you receive a query about your refund policy.
While HubSpot is almost as complex as Zendesk, it does offer a limited free version and better support quality than Zendesk.
Salesforce’s customer service help desk solution is called Salesforce Service Cloud. It offers features like case management and omnichannel routing.
If you’re already using Salesforce products, Service Cloud would naturally be an ideal Zendesk alternative.
However, Salesforce will leave many of the Zendesk problems unresolved. For example, Salesforce also has a complex pricing structure and expensive add-ons. It’s also one of the more expensive options on the list.
While Salesforce does offer omnichannel routing, users report that case routing often doesn’t work. Users also cite the complex integration and implementation as a concern.
Like Salesforce, Zoho Desk is a comprehensive customer support software solution. The ticketing tool enables you to handle customer requests across multiple communication channels, departments, and products.
Zoho Desk offers omnichannel support, so you can handle these customer requests via live chat, phone, email, web forms, and self-service portals.
Speaking of live chat—Zoho Desk’s AI-powered chatbot (called Zia) elevates the customer experience and simplifies processes for agents.
It automatically fields customer queries from customers by generating responses using information in your knowledge base and other sources. This reduces support desk traffic and earns your agents some time. The AI chatbot also helps support agents find information faster during calls.
You can integrate Zoho Desk with various Zoho products, including Zoho CRM, Analytics (business intelligence software), and Cliq (UCaaS platform), as well as third-party tools like Slack, Mailchimp, and Asana.
Zoho Desk is a lot more intuitive than Zendesk and offers better support. However, the base plan doesn’t offer much. You’re compelled to opt for the second tier to increase limits across features.
Help Scout gets many things right. It has a clean and intuitive user interface, helps create customer portals for self-service, and offers features like shared inboxes and in-app messages.
The platform brings various AI features to the table, including AI summarize, which translates email threads into bullet points, and AI assist, which checks the text for grammar, tone of voice, and fragmented thoughts.
The setup is simple and quick, and the pricing structure is easy to understand. But it’s still an expensive solution. If you’re looking to switch to a more affordable Zendesk alternative, Help Scout is not it.
It’s also not the most customizable solution out there, though. If you need extensive reports, you might find Help Scout’s reporting features lackluster.
If you’re looking for a general customer service and ticket management platform with automation features, Help Scout is a great pick.
HappyFox allows you to deliver support via channels like email, live chat, social media, and phone. The platform helps create a knowledge base, which integrates with its self-service portal.
HappyFox’s knowledge base and self-service portal functionalities are a great way to reduce support desk traffic—they help your customers find answers by themselves and track ticket status, previous engagements, and other details without having to contact support.
It’s great that Happy Fox doesn’t limit itself to help desk features like a ticketing system, canned replies, and automated workflows. You also get detailed reports, satisfaction surveys, and built-in task management functionalities.
However, HappyFox does make you pay for these features, so only go for HappyFox if you plan to use the majority of its features.In fact, it’s even more expensive than Zendesk. While you won’t save anything by switching to HappyFox, you might want to consider it if you’re a large business that needs an extensive feature set combined with an intuitive interface.
LiveAgent is a multi-channel support platform that helps you build a call center, interact with customers via live chat on your website or social media, and build a knowledge base.
LiveAgent takes a gamified approach to customer service. Agents can earn badges for completing specific customer service tasks. This gamification can instill a competitive spirit that encourages agents and helps you identify areas where training may be necessary.
The live chat widget is fast and easy to implement. It includes access to unlimited chat and ticket history, chat analytics and tracking, and chat invitations with custom design options.
The platform integrates with over 200 tools, including Zapier, WordPress, Mailchimp, and more. Their extensive integration library is a plus since it helps you connect the customer service platform with your entire tech stack.
Gorgias is best suited for ecommerce brands, but you might consider Gorgias if you want access to features like social media sentiment analysis—a feature not commonly found in customer service platforms.
Because Gorgias targets ecommerce businesses, it integrates with all the popular ecommerce platforms, including Shopify, Magento, and BigCommerce. Their integration with Shopify is especially advanced—it allows agents to edit orders and handle refunds using its own interface.
While Gorgias is a great help desk software solution for ecommerce brands, it’s mostly ideal for small and medium-sized businesses.Large ecommerce businesses that also sell on marketplaces like Amazon and eBay might be better off with a different platform that integrates with these marketplaces.
Freshdesk is a natural alternative to Zendesk since it offers a similar feature set that prioritizes support via multiple channels, AI features, and scalability.
The platform allows you to configure automated workflows to field customer inquiries. The workflows can deliver tickets to the right person on the team and prioritize critical tickets.
The collision detection feature in Freshdesk ensures two agents don’t simultaneously work on the same customer inquiry.Freshdesk is loaded with collaboration features, too. You can use features like team huddle and shared inbox for more effective customer support.
You’re essentially switching to a more affordable version of Zendesk when choosing Freshdesk. It’s also less complex than Zendesk and offers additional features like collision detection.However, Freshdesk lacks customizability. If you’re looking for flexibility, you’ll need to look elsewhere.
Intercom is a customer messaging platform that enables you to provide multi-channel support via live chat, email, in-app messaging, and push notifications.
At the same time, Intercom helps you build an external knowledge base that allows customers to find answers without speaking to an agent.
Intercom Inbox is a great feature that brings all customer communications to a single interface. It helps you build workflows to automate tasks like routing customers to the right knowledge base content or agent.
You can integrate Intercom with almost any popular app, including WhatsApp, Salesforce, and Facebook.The only downside to Intercom is its steep pricing. If Zendesk’s price is a problem for you, Intercom isn’t the best Zendesk alternative.
Kustomer is known for its ability to tackle a high-traffic support inquiries with ease. It combines robust customer support features with automation to deliver a great customer experience.
While most solutions on the list are standalone solutions, Kustomer is both a CRM (customer relationship management) and a customer support platform. Kustomer’s duality helps you see a complete picture of every customer as well as execute tasks across both systems at once, saving you time.
The AI-powered support platform supports various channels, including email, chat, SMS, social media, and phone.
While Kustomer is a feature-rich Zendesk alternative, it’s far from cheap. It’s significantly more expensive than Zendesk. There are only two pricing plans, so you can’t select a lean basic plan. If you want to use Kustomer, first verify if all the features it offers have value for your customer service processes.
When selecting a customer service platform, here’s what you should consider:
Identify your business’s needs—what features do you need in a customer service solution? Do you just need basic ticketing, a chatbot, and social media integration? Or do you need advanced AI features to automate customer support?
This allows you to filter out tools loaded with features you don’t need. When comparing tools, use the features you’ll use regularly as a basis to find the perfect tool.
Complexity discourages employees from using your software regularly. Ease of use is vital to getting employee buy-in.
When you use complex software, you lose on multiple fronts. You pay a premium for the extensive feature set, and you spend more on training staff.
If a support agent can’t use your customer service solution confidently, they’re more likely to make mistakes. The cost to your reputation in such cases can be rather expensive.
Transferring data is easier between integrated software. When your customer service software integrates with CRM like HubSpot, it’s easy for support agents to access customer data and register support tickets and other interactions in the CRM.
Integrations also make automation easier. For example, you could integrate a third-party tool like Asana to automatically create support-related tasks for agents whenever a customer opens a support ticket.
A customer service platform’s own customer support team says a lot about the company’s commitment to customer service.
How fast does help come when you need it? Look for answers in user reviews. You can either ask around in your network or explore reviews on websites like Capterra and G2.
There are other ways to assess support quality as well. For example, you can reach out to support yourself to see how quickly they respond.
Read through the SLA to see if the service provider guarantees a resolution or response time.
Customizability helps tweak the platform to suit your needs.
For example, not every business has the same escalation procedures for support inquiries. The customer service platform must allow you to configure your process to match your workflow.
Look for industry-standard encryption protocols like SSL/TLS. Encryption ensures your data remains secure. See if the platform offers role-based access control (RBAC) to limit access to specific functionalities and data based on user roles.
Certifications with regulations and industry standards are a great indicator of a platform’s commitment to data security and compliance.
Look for certifications that confirm compliance with regulations and standards like GDPR (General Data Protection Regulation), HIPAA (Health Insurance Portability and Accountability Act), or ISO (International Organization for Standardization).
Reporting and analytics are critical features. It tells you how your current customer service strategy is performing and what you need to change to improve it.
When evaluating a platform’s reporting analytics features, consider the following:
You might even consider looking for AI features that allow automated reporting and trigger alerts when a specific threshold is met.
For example, when you receive more than 1,000 support tickets per month, the platform could automatically notify the support manager so they can make arrangements to tackle the high volume of queries.
Even if a platform checks all the right boxes, you have a budget to stick to. Steer clear of platforms with a complex pricing structure like Zendesk’s.
Look for a simple pricing structure. Factor in the cost of overages (for exceeding usage limits such as the number of tickets or API calls) and add-ons, if any.
Speak to support to learn about any hidden charges, like data storage fees or charges for accessing historical data.Sum up all the costs to calculate the total cost of ownership (TCO) and compare that with the value the customer service platform offers.
Zendesk is a great customer service platform. But its broad feature set, complex user interface, and expensive and confusing pricing can be major problems for small and medium-sized businesses.
The best customer service tool is a combination of three things:
If you’re thinking about moving away from Zendesk, give Missive a try. It’s a team inbox and chat app that allows your team to help customers across all popular channels.
Try Missive for free today, or book a demo to learn how Missive can help you improve customer service.
December 12, 2023
8 Steps to Create a Customer Service Strategy
From defining your vision to cultivating a company-wide customer focus, discover the key steps for crafting...
Everyone has a story about how poor customer service made them never want to engage with the same brand again. On the other hand, excellent customer service makes customers feel appreciated and plays a key role in their buying journeys (alongside factors like quality and price).
PwC’s research underscores this fact, revealing that 42% of consumers are ready to pay more for friendly, welcoming customer service. That's right – customers are ready to open their wallets if you don’t drop the ball in assisting them.
But recognizing the importance of customer support is just the first step. Without a strategic approach, your valuable time, resources, and energy will get wasted on unnecessary actions and tasks, resulting in a less-than-optimal customer service experience.
To turn customer service into a competitive advantage, you need to act strategically and ensure that your every action contributes to providing excellent customer care.
Your customer service strategy is the action plan for how your organization will consistently deliver high-quality customer service across your customer base. It’s the roadmap you’ll follow to create satisfied customers and to develop a customer-centric strategy.
At the core of an effective customer service strategy lies a proactive and purposeful approach to meeting customer expectations.
A good strategy outlines specific goals and processes for your customer service team so they can deliver a positive experience to your customers. It helps allocate your company's resources to create an optimal customer experience and service efficiency, ensuring consistently great experiences across all customer support interactions. But it’s not just about the tactical — how you’ll answer customer questions or handle complaints — it's also about maximizing your organization's resources to create a customer-first company culture.
When creating a customer service strategy, start by understanding your customer needs and take into account factors such as market dynamics, competitor research, and your brand’s overall mission and value prop.
Investing in a strong customer service strategy has hardly any downsides. Instead, it brings a ton of benefits, all of which help maximize the impact of your sales and service efforts, driving long-term growth. The key benefits include:
You’ve likely heard about tools like Buffer, Zapier or Basecamp — companies that have seen massive growth by placing big bets on great customer service. Why? Because happy, loyal customers tend to have a higher life-time value and become strong brand advocates, spreading the word and driving referrals.
In an era where trust in traditional marketing is declining, satisfied customers advocating for your brand become a powerful force for attracting new customers. According to Hubspot, 75% of consumers don’t trust advertisements, but 90% of people believe the purchase recommendations of their friends.
That’s why acting strategically and consistently elevating your customer service is crucial for sustained business growth.
If you’re just starting to develop your customer service strategy from scratch, the journey may seem daunting. But fear not. Below, we’ll go over the key components of crafting a winning strategy that drives lasting success.
Each step here is a critical building block toward a customer service culture that stands the test of time, even in the middle of ever-changing market demands.
Researching and understanding your customers' unique needs is the cornerstone of building a robust customer service strategy. Really knowing your customers — being customer first — is how you take a generic plan and tailor it into something transformational for your business.
Here are key considerations that should guide your research:
With a deeper understanding of your customer needs, the next step in crafting your customer service strategy is defining your vision. A customer service vision, at its essence, is your team’s shared understanding of what good customer service looks like.
It helps get everyone on the same page and align perspectives.
At this stage, you must clearly articulate how you want your brand to be perceived by customers. Based on that vision, you’ll be able to define key elements of your customer service strategy, such as:
The next step in the process is to create a customer service playbook with guidelines that your support team should follow. It’s where you define what customer interactions should look like and serves as a reference point for your team.
Just like an NFL team uses a playbook to show every player where they should be on the field, your customer service playbook will guide your team’s actions each day.
Your playbook should cover your customer service best practices, and can include things like:
As you work on creating your playbook, avoid complex terminology. Aim to keep it concise and clear, making the document easy for your team to use whenever they need it. You may want to consider using a knowledge base tool like Guru or KnowledgeOwl to make your playbook easily searchable.
The fourth critical step involves developing a hiring process that ensures the alignment of your new team members with your established vision and values.
A scorecard for rating candidates based on how well they resonate with the values you've defined can be a game-changer during the hiring process. It helps you translate your feelings about candidates into quantified data, which you can use to make better decisions.
This ensures that every addition to your team is not only equipped with the necessary skills but also shares a genuine commitment to the customer-centric vision and culture you aim to create.
By prioritizing cultural fit in the hiring process, you lay the groundwork for a team that can deliver on your strategy. But building your team doesn’t end there when a new employee starts. You’ll also need to coach and train your team to keep people engaged and motivated.
Remember, how you treat your team members shapes how they, in turn, treat your customers.
No strategy is complete without defining the KPIs for measuring your team’s success. Based on your vision, identify which metrics will best reflect successful execution.
Common customer service KPIs include:
Remember, if you can measure it, you can manage it. Most customer service tools will include customer service analytics that will help here. Don’t feel tempted to measure every KPI under the sun. Pick a few complementary KPIs — like first reply time, CSAT, and NPS — and optimize around those metrics over time.
Monitoring your KPIs is important, but you’ll typically improve upon them through executing specific, time-bound projects. That’s where SMART goals come into play.
If you’re not familiar with SMART goals, they’re goals that are:
Sometimes customer service leaders feel like SMART goals aren’t applicable to their teams (because support tickets never stop coming in and KPIs are ongoing), but they’re actually a helpful tool.
For instance, maybe you’re not happy with your team’s first reply time. Instead of setting a hard-to-action goal like, “Reduce First Reply Time by 10%,” SMART goals help you prioritize and manage projects that are likely to reduce first reply time:
With SMART goals like these, you’re bound to see a positive impact on your overarching first reply time goal.
Your customer support strategy is a dynamic thing. It’s continuously evolving, and you’ll need to make regular process adjustments as your customers’ needs and your company’s strategy shift.
That’s why you need feedback loops.
The two main sources of feedback on your customer service strategy are your customers and your team:
When boxer Mike Tyson was interviewed about his fight plan for fighting Evander Holyfield, he famously replied, “Everyone has a plan until they get punched in the mouth.”
Your customer service strategy is going to take punches over time — negative feedback from customers, pivots from your product managers, and budget cuts from your board. Whatever shape those hits might take, the key is building a resilient and flexible strategy that allow for real-time adjustments whenever needed.
Customer service used to just be a function within a company. You had a customer service team, and they were responsible for solving customer issues.
You probably still have a customer service team, but today’s best organizations are recognizing that customer experience is far bigger than one team’s job. It’s massive and far-reaching. As Harvard Business Review puts it, “To deliver that complete customer experience, organizations must unite around the customer in ways they’ve never had to before.”
Customer-facing teams can only achieve so much in isolation; true success comes when the entire organization rallies behind the goal of making customers happy and successful.
And that means you need to foster an organizational culture where every department understands and prioritizes customer experience. It’s easier said than done, and it’s work that takes time, but your customer service strategy should include details on how you’ll affect this kind of change.
Great places to start include sharing success stories and customer feedback across the organization. It’s also a good idea to cultivate relationships with key decision-makers who impact the customer experience — from product and engineering, to sales and marketing.
The more you can help people at every level of your organization understand what customers need, how they’re feeling, and how they can become more successful, the higher your likelihood of long-term success becomes.
Providing exceptional service to your customers isn’t just a nice thing to do. It’s a strategic business move. A move that will improve your bottom line and lead to better long-term results.
Crafting a beautiful customer service strategy is only the beginning of that journey. A beautiful strategy on paper doesn’t change anything — it’s the implementation and execution that makes all the difference. And it starts with investing in the key tools that your customer service team is using to interact with your customers all day, every day.
That’s where Missive comes into play. Missive is a team inbox and chat app that empowers your whole team to collaborate and help customers effectively across a ton of different channels. If you’re ready to transform your customer conversations and join the ranks of high-growth companies like Buffer, try Missive out for free today.
December 5, 2023
Customer Service Values: Definition, Best Practices & Examples
Read this guide to better understand of what customer service values are and how they can be used to...
Nearly 80% of customers say speed, convenience, knowledgeable help and friendly service are the key ingredients to any great buying experience.
But the pressure of delivering that experience usually falls at the feet of your customer service team. The reality is, no matter how well you train a customer service team, sooner or later they will be hit with a scenario they won't know how to deal with.
When it happens, they will either sink or swim… right? Well, there is also a third option—equipping them with a customer service values playbook.
Customer service values are essentially a compass to guide support reps on how to communicate and handle customer interactions. If a customer service representative doesn't know how to deal with conflict or thinks a customer is about to go to a competitor, these values act as a rulebook on how they should interact and react to every situation.
In this guide, we will walk you through why customer service values are so important and how to implement them to keep customers happy.
Let's dive in!
Table of Contents
Customer service values are strategies and principles that guide customer service staff to ensure every buying experience is positive, from communication to product satisfaction. In practice, they are words or phrases that encapsulate how support agents should interact with customers.
These core values directly align with a brand's mission statement and act as a benchmark for how your support team should deal with issues, communicate with customers, and talk about the brand publicly. Because of this, customer service values make a huge impact on a company's reputation and bottom line.
Customer service values are a compass for how service representatives should talk to and treat customers.
Essentially, these values are a framework that empower every decision a customer service rep makes, from how they talk to customers to how disputes are resolved and what ethos the company wants to portray.
A customer service team aligned behind core values not only creates a consistent customer experience, but also empowers employees to take charge in handling customer complaints and give customers a better experience.
To really figure out why customer service values are so important, I trawled through Newsweek’s America’s Best Customer Service 2023 report. It surveyed 30,000 U.S. customers over three years to see what made them open their wallets and buy from a company. Scores were based on 5 factors:
And… the winners were a bit of a surprise.
Usually, these types of customer service articles list the same brands, like Zappos or Apple, as benchmarks. But the Newsweek survey had different results. Customers voted for brands like Everlane for best online apparel retailer and Nordstrom Rack for best brick-and-mortar discount clothing outlet.
But why do customers love these brands so much? 🤔
Simple. Most companies have built trust with customers thanks to a solid set of customer service values based around consistent communication, empathy, focus, and satisfaction.
As a discount retailer, Nordstrom Rack has built its reputation on providing Nordstrom-level service at lower price points. Their values around friendliness, individual attention and making every customer feel valued have helped them gain and maintain loyal customers.
As for Everlane, its values of prioritizing transparency in its supply chain and communication offers customer an insight into ethical manufacturing and transparent pricing. Both companies clearly demonstrate how aligning operations with values can help build relationships and drive positive customer experiences.
So, how can you implement customer service values to give every customer the same experience with your brand? 🤔
Having great customer service require all your customer service employees to follow the same playbook to do their job well.
Defining clear customer values is the most crucial part to set the standard for how employees in the company should interact with customers and with each other. For example, if a core customer service value is integrity and transparency, a team is empowered to admit mistakes and take ownership if there is a problem with a customer's order.
Here are some best practices to follow when you create customer service values:👇
Every customer service value strategy should be built from wider company values. Usually, these are taken from key principles like:
Once you have laid this foundation, it's time to shape each value so it's unique to your brand.
Let's use Netflix's cultural values set as a hypothetical example.
It's clear the company wants to empower its employees to do great work by using sound judgment, good communication, and treating people with respect. Netflix could use these wider company values to create more direct customer services values for its team, like:
This example shows just how easy it is for a company already with a solid set of cultural values in place to create specific values for its customer service team. If a Netflix customer service rep faced a problem they weren't trained to deal with, these core values can guide them when handling the issue.
A common pitfall when creating a customer service value strategy is to go overboard.
The reality is, you don't need 20 customer service values written into a code of ethics for your team to succeed. Choose around 3-5 core values to guide your customer service agents when making decisions.
These may be customer service values like:
Your values should also be short and easy for your team to remember. Whatever set of values you decide on will depend on your brand, but just make sure each one is directly tied to your wider values and company culture.
Studies show companies that are more focused on solving customer problems grow faster than their competitors. But it's also important to make sure every customer problem is handled consistently.
Standard Operating Procedure (SOP) outline how your team should handle specific situations consistently based on the values you defined.
Let's say a customer's order is lost. An SOP could provide a guideline tailored to your core values on how the agent should respond. Depending on your guiding principles, agent could:
This SOP should also include finer details like what language the customer service rep should use to keep interactions consistent:
These small (yet important) details during a customer interaction could mean the difference between smooth conflict resolution and a bad review on Google. If customer interactions are based around core customer service values like empathy, trust, and respect, they are more likely to end positively.
At the end of the day, a set of customer service values help your support team do its best work and more importantly—keeps customers happy.
Instead of putting a list of generic tips here, I decided to take a look at how real brands use customer service values to keep customers coming back.
What I found wasn't all that surprising. Companies that put customers first and consistently deliver don't just retain customers—they turn them into lifetime brand advocates.
This approach also pays off, a Deloitte study found that customer-centric companies are 60% more profitable than competitors that don't prioritize customer experience.
Let's look at how some brands win using customer service values. 👇
Chewy is an online pet supplies store that sells all the essentials like food, toys, treats, and even medicine.
After taking Newsweek's survey, customers ranked Chewy a whopping 9.16 outta 10 (and nearly .5 points ahead of second place). I looked at what customer service values made Chewy so special, and a few really stood out:
The one customer service value that stopped me in my tracks was Chewy's empathy towards customers.
Its customer service reps are trained to recognize how attached customers are to their animals—especially when they experience loss. When Anna Brose's beloved dog Gus passed away, she contacted Chewy to return some unopened food. Just look what happened next:
Thank you all for the kind messages and shared stories in the comments 💙 Gus would have been blown away! pic.twitter.com/DiopASuHIi— Anna Brose, MSc (@alcesanna) June 16, 2022
The tweet was flooded with hundreds of thousands of comments. Amazingly, some of them were from other customers saying they received the same empathetic support from Chewy. One customer even said Chewy sent a hand-painted portrait of their pet after she crossed the rainbow bridge. 🥺
These customer service values set brands like Chewy apart—and ensure its customers stick around for life.
Nordstrom is so well known for its customer service, there has even been a book written about it.
It's easy to see why. If you open up Nordstrom's code of ethics, this ii the first thing you will see:
This core customer service value is a continuous theme for how the brand approaches customer service. It not only empowers employees to take care of customers, but it guides the customer service team on how to approach situations like product returns and conflict resolution.
Just take a look at how the retailer asks its team to use good judgment with its flexible returns policy. Regardless of the reason, Nordstrom allows customers to return products without hassle or time limits, and even without a receipt!
A quick Twitter search comes back with a ton of happy customers who have returned items TWO YEARS later—no questions asked.
Yesterday I returned a bra to @nordstrom that I bought in 2020 (and never used because it didn't fit well) and they gave me a full refund. Nordstrom's #customerservice truly cannot be beat! pic.twitter.com/zXGkhfEEVY— Katie-Rose Watson (@krwatson) February 11, 2022
The bottom line with Nordstrom's customer service values is a simple one: meet and exceed customer expectations—and they will shop with us again.
You can't keep customers happy if they can only contact you between 9-5or if their only option for a refund is to call you. That strategy may have worked 20 years ago, but today—it's dead in the water.
A customer service department is only as efficient as the tech it uses. To track communications and connect with customers, agents need the right toolkit.
Here's an example:
LANDR is a creative platform that has helped over 2.5 million musicians turn their ideas into real tracks.
But as LANDR grew, its support team struggled to handle customer service queries. The team decided to use these questions as a chance to educate users on how to get the most out of the platform and build trust in the platform.
LANDR used Missive to communicate efficiently with users based on a core set of customer service values:
LANDR now uses its customer service values around education and quick communication to build trust with customers and grow its brand.
Your company's customer service values should act as the guiding principles to how you treat customers.
With a customer service values playbook, your team can navigate even the toughest scenarios with the right approach. Anchor every value to a wider company goal, like empathy, communication, or authenticity, to help set your service apart and empower your team to handle every situation with confidence.
Most importantly, a solid customer service values strategy will keep your team on the same page and ensure every customer has the same great experience with your brand.
Think about what your company stands for and build your customer service values from the ground up. As long as every value puts your customers first and follow customer service best practices—trust and customer loyalty will always follow. 🙌
December 4, 2023
How Much Time is Spent on Email at Work?
Find out how to cut down on the hours spent on work emails. Get expert tips for efficient inbox management...