Customer service is a challenging field to work in. Information technology takes the right balance of communication skills and technical product knowledge to deliver a delightful client experience. And, if I've learned annihilation during my fourth dimension in HubSpot Back up, it'south that there's no such affair every bit perfect customer service.

→ Free Download: 61 Templates to Help You Put the Customer First [Download Now]

There'southward always something your back up squad can be doing to improve your customers' experience. Only like professional person athletes practise every mean solar day, back up reps should work with the company's products every day and learn everything they can almost your business organisation and its customers. Even the most seasoned reps must routinely practise their skills to continue them sharp and prepared to handle whatsoever blazon of interaction.

If yous're looking for some interesting content to laissez passer along to your customer back up team, here are tips they tin can use to ameliorate client feel at your business concern. These tips are from my own first-hand experience in support, besides equally the experiences of other HubSpot client service and success reps. Let'due south dive in.

1. Solve for the customer.

At HubSpot Back up, we take the saying, "solve for the customer'due south needs, not your own." This mantra leads our support team and reminds our reps how to arroyo each interaction with our customers.

Rather than looking for shortcuts or handing the example off to another rep, our squad is expected to be as invested in the situation as the customer. This means looking for long-term solutions that foster customer success, not quick fixes that will require more than attention subsequently.

Additionally, Customer Success Manager Sierra Howard encourages anyone in a service office to find empathy when dealing with customers.

Howard told me, "Put yourself in your customer's shoes and be personable. You desire to ensure that your customers don't feel every bit if they are being treated equally just another number."

Howard says, "Have fourth dimension to really think near how you tin can help solve their problem, how they could be feeling, and what value you could add together from your interaction with them. It's always important to exist personable and build rapport then they feel heard and understood."

She adds, "For instance, I always attempt to discover common ground where I can, and utilise a client'southward proper name in conversations so they feel as though they are getting a personalized and warm experience when working with me."

ii. Allow the customer know you're on their side.

Remember the terminal time y'all had a actually good, constructive conversation with a service rep? I'm willing to bet one of the main reasons you felt good afterwards was the rep's ability to make y'all feel like you lot were both on the same team.

In customer service, it's critical y'all prove the customer yous're on their side when tackling a problem.

As HubSpot's Client Success Manager Christina Vuong puts it, "Being able to tell the customer that you're on the same folio and working collaboratively is incredibly important for building rapport and trust. I oft approach conversations past using 'nosotros' language, eastward.chiliad. 'We will figure this out together' or 'I am on your team here'."

Vuong adds, "Their problem is now your problem. Information technology'southward important to keep in-mind how urgently you would want the issue resolved if you were personally experiencing it."

A lot of negative emotions can be diminished if a client feels similar they're working with someone who cares equally about the outcome. As Vuong notes, "Working collaboratively with customers removes a lot of frustration and friction between yourself and a customer if the customer feels similar you lot're a barrier to their success. Let them know you're as invested in their roadblocks and concerns as they are, and squad up."

christina vuong tip for customer service

iii. Prepare and manage expectations.

Information technology can exist tempting to say 'yes' to a customer at any cost, but this can lead to frustration and distrust downwards the road if y'all can't actually meet those expectations. For this reason, information technology's vital in customer service that you have the time to set appropriate and realistic expectations with your customers.

HubSpot'south Strategic Account Manager Fernanda Moreira Rodrigues provides examples for when not setting expectations could get y'all into trouble.

For 1, she says, "If you're withal investigating the problem that caused what the client is reporting, let them know that yous are in the process of finding the reply and that you volition get back to them in a certain fourth dimension frame (make sure y'all give a realistic fourth dimension)."

"After that time, if you oasis't found the answer, let them know that you lot're still working on it. Letting the customer wonder whether you're working on information technology or you simply forgot their case can generate a lot of friction."

Alternatively, she adds, you want to be upfront most the services you can and can't provide. You'll desire to point your customers in the correct direction as soon as possible, rather than trying to fix a problem yourself if you know you don't have the bandwidth or resources to handle information technology. For instance, perhaps a solutions provider or vendor is more equipped to deal with your customer'southward issue than you are.

Equally Rodrigues tells me, "A lot of people lose too much fourth dimension trying to solve problems they know in the end they can't personally solve, so it'southward ameliorate to fix the right expectations and then the customer can have their trouble solved sooner rather than after."

HubSpot Customer Success Manager Jen Berenguer agrees with this sentiment, telling me, "The most of import matter a support rep can do for clients is manage their expectations. When I become support escalations, they're often because the rep hasn't responded to the client even though the rep is investigating the ticket."

Berenguer adds, "Additionally, it's of import support reps tell clients why something tin't be done. For instance, information technology's very different telling a customer 'you lot can't mention people on LinkedIn personal posts from within our product', versus saying 'Our production won't allow y'all to mention people on LinkedIn personal posts because the LinkedIn API won't allow our arrangement to develop a functionality like that."

Ultimately, when you're in any customer-facing function, information technology's critical yous set and manage a client'south expectations to ensure you're not creating a sense of distrust when you concur to something you can't follow through with.

4. Leverage emotional intelligence.

Emotional intelligence is an important skill that client support reps must develop in their careers. It refers to one's power to translate and decipher other people'southward emotions and answer to them in a effective manner. Perfecting this skill will assistance your client support reps quell frustrated or impatient customers and forbid escalations to your client success team.

For case, as you've probably experienced, some customers are less patient than others. These customers can sometimes seem pushy or over-enervating, but someone with strong emotional intelligence would recognize that these customers accept immediate needs.

Customers don't want to off-put your support squad, only they volition prioritize fourth dimension-sensitive needs over being patient with an indifferent support rep. Leveraging emotional intelligence in these cases volition help your team focus on fulfilling the customer's goals rather than on the customer'south behavior.

5. Avoid making apologies.

This may seem counter-intuitive, but some of the best advice I ever received in support was to end apologizing for roadblocks I had no control over. No matter how sincere I tried to be, customers didn't really care about my apology, they just wanted their problem fixed. So, rather than apathetically apologizing fourth dimension and fourth dimension again, I began thanking customers for their patience instead.

It was during this experiment I learned how powerful fugitive apologies can be in a customer service setting. I realized that every time I apologized I was openly admitting to the client that there was a problem. Fifty-fifty if information technology was a small mistake, I was giving the customer permission to be upset with me because I was acknowledging the flaw in my customer service.

Past thanking customers, I was still taking responsibility for the fault but I was flattering the customer rather than instigating them. If the customer was still frustrated with the issue, my response appeared more than confident which fabricated it easier for me to de-escalate the interaction. It'due south much easier to convince customers that yous're in control of the situation when you're non apologizing every few moments.

6. Listen, and inquire your customers questions.

Customer service is all almost communication — and a primal aspect of advice is listening.

Beingness able to actively listen to your customers gives you a leg up as a support rep. If yous're multitasking, information technology can be difficult to arrive at the root cause of a client'south trouble, which can cease up making your job harder, not easier.

As EMEA Customer Specialist Alnaica Augustave told me, "Listening is a major asset for customer support reps in order to come across customer needs. Information technology's important to heed and sympathise the problem by asking questions. Using the 5 Whys Method when request questions can bulldoze towards the root cause of the trouble and back up the customers effectively."

Augustave adds, "For instance, yous may have customers who have difficulty expressing their problems, so information technology'southward up to customer support to be able to rephrase and define the cause of the problem to determine why the customer is having this problem."

"It's therefore necessary as a detective to ask primal questions to customers, such equally 'Who is experiencing this problem?', 'Where is the problem?', and  'What steps has the customer done and then far to arrive at this issue?' Those questions guide your investigation to understand the customer'due south problem."

patrick shelley quote on customer service

HubSpot Customer Success Director Patrick Shelley seconds this notion. He told me, "Agile listening is ane of the virtually important skills in providing a smashing customer service experience. In many instances, service professionals are quick to provide a solution without fully understanding the context and desired outcomes of the customer's unique situation."

"For instance, if someone comes to me asking for advice on how to generate more leads, I'd honey to first find out what they have already tried, what their desired outcome is, and what their biggest obstacles are in preventing them from achieving their goal."

"Understanding context and goals are essential to developing a customized and valuable solution for the client. One dominion that I attempt to adhere to is e'er asking at to the lowest degree one clarifying question before providing a solution."

7. Use positive linguistic communication.

The vocabulary and tone your team uses can steer the course of the conversation with a customer. And so, it's important to focus on using positive language because it encourages a better customer experience. By using positive language, your team can prevent escalations by demonstrating their conviction in resolving the customer's effect.

For example, let's say your rep is working with a customer on the telephone and they merely can't seem to figure out the problem they're facing. After 10 minutes of dorsum-and-along questions, the customer tells them they're getting "a little annoyed" with how long the telephone call is taking. If your rep responds with, "I understand this is very frustrating," they're escalating the consequence in the eyes of the customer. They were just "a little annoyed," to starting time but now they know that they tin can be "very frustrated" if the call continues this way.

Instead, accept your rep use the customer'southward ain language in their response. Endeavor saying, "I understand this can be a fiddling tricky," every bit that uses the same positive language the customer did. The word "footling" in this instance minimizes the complexity of the issue and reminds the client they're all the same the all-time option for assist. If your reps see the trouble as pocket-size or easy to overcome, customers will rally backside that confidence and be more willing to interact.

8. Slow downwardly.

Oftentimes, in customer service y'all might exist in such a rush to figure out the correct reply to a client's problems that you forget to slow down and inquire deliberate, critical follow-up questions.

You don't want to waste matter time finding the answer to what you lot think is the client's problem, but to realize they were struggling with something else entirely.

Additionally, expert customer service happens when you slow downward and accept the time to acknowledge the customer, care for them as a person, and take the time to build rapport and facilitate a connection.

For instance, one time I chosen CorePower Yoga'due south client service due to a billing effect. While on the phone with me, the customer service rep took the time to enquire me how Boston weather was, and to tell me virtually an upcoming deal for which I'd exist eligible. By the end of the phone call, I'd actually upgraded my membership. How'southward that for good client service?

9. Prefer the right customer service tools.

As your support squad grows and develops, you'll need to adopt customer service tools that tin can handle the increase in customer demand. These tools include help desks, automation, and ticketing systems that aid manage incoming service requests and distribute them to your support reps. That way reps spend more time working with your customers rather than performing menial tasks that can be automated.

I customer service tool that you should consider adopting is a help desk. Aid desks are customer service platforms that organize your team's open cases with customers. The best help desk software tin can set up workflows for your reps, provide pre-written electronic mail templates, and trigger automated alerts to follow up on open cases.

As Natalia Nanistova, CloudTalk's Content Marketing Managing director, told me: "When existing clients decide to take their concern elsewhere, poor customer service is oft to arraign. You don't earn a customer's loyalty in a day, yous earn it twenty-four hours by day."

Nanistova adds, "To ensure your clients stick effectually for the long haul, invest in loftier-quality customer service tools. Don't hesitate to arm your agents with the tools they need to exist successful. Your clients volition cheers."

x. Anticipate customer needs.

A sign of an impressive customer support employee is often someone who knows how to go above-and-beyond for customers by providing next-level data beyond what's necessary.

Alnaica Augustave says, "As customer support reps, y'all'll need to anticipate customer needs if there are future demands. Information technology's possible, for example, that the customer needs more information than he specifies in his initial request. Y'all should therefore pay attending to possible next questions the customer might inquire you to resolve their trouble or obtain more information."

Augustave adds, "Y'all must be able to conceptualize client needs and provide options or additional information that can help. For example, if the customer wants to utilize a tool that your concern can't offer, it's important to provide other options, like using an integration that tin be connected to your product or third-political party integrations that offering like tools."

Ultimately, anticipating client needs is critical for finding opportunities to upsell or create long-term customer loyalty.

eleven. Open and close the conversation.

First impressions are imperative to customer service, and while starting and finishing a conversation might seem easy, in practice it can exist a lot more awkward than it sounds. After all, it's not similar your reps are getting a call from their best friends. They're potentially picking upwards the telephone to an angry stranger who'south well-nigh to bark commands at them.

It's of import to remind your reps that they're non getting a call from a client, they're getting a telephone call from a person who needs your team's assistance. Have your team practise their intro statement every day until information technology becomes a natural reflex whenever they pick upwards the phone. Reps should start with a warm greeting, introduce themselves, and ask for the customer's name. This formally introduces your rep to the customer and makes the experience feel more than human.

Additionally, it'southward but as important to learn how to shut the conversation. Yous'd exist surprised how many spur-of-the-moment thoughts your customers will accept, and your reps can lose valuable time answering these aimless questions. While you certainly don't want to cut your customers off, it'south important to keep in heed that other customers may be waiting for assistance, too. So, when your reps exercise solve a trouble, ask the customer directly if they demand any more help and if non, motility on to the side by side example.

12. Be transparent.

At the end of the solar day, your customers are people, as well. So it's important you speak to them in a human, accurate way.

As Customer Success Manager Matthew Gallo puts it, "Customers reach out because they have a specific trouble they are trying to solve, and nosotros are there to solve it. From my experience, having rapport-edifice dialogue (i.eastward. "How are you lot doing? "How was your weekend?" "Where are yous from?") tin provide customers a better feel and make them experience similar they're not simply another ticket or inquiry."

Gallo adds, "Many times, customers volition enquire for something that might be a curveball. If you lot're in a support role you might feel like you need to know the answer to everything, but if not, speaking transparently can go a long way. I'd much rather hear, 'Honestly, I am not 100% sure, but I want to make sure I tin reply your question correctly and then let me get back to you on that', rather than hearing a response I afterwards observe out wasn't true."

13. Provide a clear and concise response.

Client support reps not only need to possess an practiced-level of product knowledge, but they also demand to be able to explain it to customers who are beginners. It doesn't matter how in-depth and accurate your rep's explanation is, it does no good if the customer tin't make any sense of it.

Your customers may love your products and services but they will never exist equally technically sound with them as your back up reps are. Then, it'south important to respond to every service request similar you're talking to someone who's make new to your visitor. Reps should begin with the key explanation of your troubleshooting and so elaborate farther if the client wants more details. This volition salve your reps time from explaining circuitous data to customers who aren't really interested.

14. Answer quickly.

Fifty-fifty if one client's complaint isn't the only ticket you see in a day, itislikely the client'due south number ane problem at the moment. So treat it every bit such by responding in a timely manner.

Information technology might be tempting to wait until you've resolved the consequence to answer, so you can respond with good news. But it's often ameliorate to respond quickly with a simple, "We've seen your problem, and we're working on information technology" response, so the customer knows yous're prioritizing their needs.

15. Utilise email templates.

To ensure speedy, efficient customer service, yous'll want to take the time to figure out where you can cut downward on repeated activities. For example, if you find yous're oftentimes answering the same question, consider creating a customer service electronic mail template with a saved response to that query.

email templates in GmailEmail templates can ensure you're non wasting precious back up energy re-writing the same response every solar day. Instead, you tin can allocate that time to what actually matters: Building stronger relationships with your customers, and helping them set more than complex problems that can't exist solved with quick electronic mail replies.

16. Accept notes.

HubSpot's Inbound Professor Adriti Gulati told me she feels it's incredibly important to take thorough notes on every instance.

Every bit Gulati says, "One of the near common customer frustrations is when customers have to tell, then re-tell, their story to different back up reps. Mitigate this problem by taking clear, concise notes for every example. HubSpot uses the GRR method: Goal, Roadblock, Resolution. The goal is what the customer is trying to practice, the roadblock is what's standing in their style (a.one thousand.a. the reason they contacted customer support), and the resolution is how y'all fixed the problem."

adriti customer service tip

17. Master your daily workflow.

To be considered every bit an experienced customer support rep, your reps need to master their daily tasks and functions until they become second nature. This is one of the hardest things for new reps to do because at that place's no training you lot can provide to help them master their workflow. Every rep has their ain workflow preferences and they need to discover them on their own by working with customers.

While the type of cases they take may vary, your reps' daily workflow should remain relatively consistent. Of grade, at that place volition exist some days where abnormal cases will throw them off pace, just overall, having a consistent daily workflow demonstrates they're capable of coming together your customer'southward expectations.

18. Create strong cognition materials.

Having strong knowledge and support materials is some other adept opportunity to cut down on redundancies and aid your customers' acquire how to ready their ain problems. Consider how you lot might include video tutorials, in-depth instructions, and create loftier-quality content to accept your support materials to the next level.

Don't have any cognition or client support materials? Check out Creating & Managing a Cognition Base: The Ultimate Guide to create your own.

If yous're still looking for more tips to improve your customer service team, read most the most of import customer support skills.

New call-to-action

New call-to-action

Originally published Aug 31, 2021 4:30:00 PM, updated September 21 2021