Optimize > Customer Support

Why

A satisfied customer is one who will continue to buy from you, seldom shop around, refer other customers and in general be a superstar advocate for your business. - Gregory Ciotti

This strategic activity is to organize customer support activities and get correct tools in place to ensure a fast response to customer requests. It includes assistance in planning, installation, training, troubleshooting, maintenance, upgrading, and disposal of a product.

How

  • Define what it means by ‘great customer service’ and align with your brand values. Set the standards such as:
    • Response time
    • Proactive engagement (e.g. through error detection and fix)
    • Conversational personality
    • How the disagreements/complaints are handled
    • Legal requirements of your agreements and the industry
  • • Determine the channels through which you support the customers. This could vary with the licensing agreement with the customer:
    • Inbound channels (calls, chats, email, SM, Forums, etc)
    • Channels for investigations (Remote desktop, Onsite visits, Event logs, etc.)
  • Setup automated help assistants and knowledge bases to reduce your operational costs and provide efficient responses by handling regular queries automatically. This includes an automated self-support process, freeing users from self-help diagnostics, and troubleshooting from online knowledge bases.
  • Hire and train your customer support staff who has a customer-centric-mindset. Establish standard response procedures to have consistency across all staff. Train and set KPIs based on customer satisfaction and feedback.
  • Setup the right tools and integration in between. The tools can be:
    • Call center software
    • CRM
    • Help Desk ticketing system
    • Social media monitoring
    • Remote assistance tools
    • Event log monitoring
  • Most of the traditional tools can be expensive, consider setting up a lean infrastructure as appropriate.
  • Establish on-site support procedures if necessary.

References

Customer Support Help Scout Guide Cleverism Guide