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Computer & Email
Get the Most from Microsoft Outlook
Beware the Empty Inbox
Get the Most from Your Handheld
Do Digital Organizers Save Time - Or Waste It?
Efficient E-mail Habits
Transitioning from Paper to Digital Information Storage
Faxing Without Paper Saves Time
Working From Two Offices
Business & the Office
Time Tactics for the Office
Keeping Track of Delegated Tasks
Controlling Interruptions
Keeping Track of Your Customers & Prospects
Do Your Employees Really Need Customer Service Training?
Paper Management
Action Files Prevent Desk Clutter
Reclaim Your Desktop with a Tickler File
What To Do With All Those Business Cards?
Managing Project Folders - A Surprising Tip that Works
Time Management & Organizing
The Power of Planning Ahead
Words of Wisdom You Should Ignore
Coping with Information Overload
Thirteen Tips for Working Smarter, Not Harder
© Jan Jasper; 2001-2008
If you go to the doctor with a headache, do you demand a particular treatment before she examines you?
Of course not! Well then, why do managers send their employees for customer service training -- before
they know what the problem is? Another common mistake is bringing in a motivational speaker to talk to staff that has to
fight dysfunctional work processes day after day. It's like putting a band-aid on a cancer. Even the best employees can't
do their jobs if the job itself is an obstacle course!
A company I worked with recently -- let's call it Ultra Widgets Distributors -- had big problems with customer service.
Mark, the manager, had been hearing a lot of complaints from customers. Customer records had disappeared from the system,
simple inquiries went unanswered, and sometimes orders were shipped to the wrong address. Julie, who handled customer service,
was just making too many mistakes. Mark had already spoken to her about it and she blamed their database. Mark replied that there wouldn't be anything wrong because they'd just had this super new software installed for their customer database.
He thought Julie needed customer service training. One thing you could say about Mark was that he was willing to invest in
training his people. He'd recently sent the whole sales force to an expensive motivational seminar. They'd done a big trade
show recently that brought in hundreds of leads, yet they wrote very little new business - the sales people just didn't
follow up. So Mark thought that a motivational seminar would fire up the troops.
I began my work by asking Julie what she did in a typical day. She showed me her customer database and the problem
was immediately obvious. Instead of one file per customer there were several, forcing Julie to hunt and click between multiple
screens. Customers became irate when they had to make numerous phone calls to resolve the same issue, then were given the
wrong information. While Julie tried to help one customer, four other calls would go to voice mail.
As I watched Julie work, I gleaned some important clues. Martin, owner of a Widget Mart retail store, called to ask when their
red widgets would arrive - he was annoyed because Ultra Widgets had shipped him blue widgets by mistake. She looked
at his order history, and couldn't find any record that he'd even placed an order. Julie explained that his records must be in the
old database. He'd heard this before, and finally, Martin threatened to take his business elsewhere.
The next phone call was from a prospect who wanted the Deluxe Widget spec sheet e-mailed to him. But Julie would have to fax
it because product spec sheets were not on the computer network. The fax was way down the hall and there were 2 people waiting
to use it. Everyone had to send their own faxes now, since the last round of cuts in support staff. But Julie couldn't stand
and wait -- she had to get back and handle the phones. It was the next day before she finally got that fax out. Julie heard
about that from her boss, too. Seemed like she couldn't do anything right.
I interviewed some other employees, then delivered my recommendations to Mark: Cleaning up the customer database would solve
most of their problems. Mark protested, "But we just took care of that! It should be fine!" He explained that, after installing
the new database software a few months earlier, Deluxe Widgets had talked to several consultants about migrating the customer
records from the old system into the new. They didn't want to spend several thousand dollars for an expert. They were thrilled
when they found a kid who offered to do the job for only $500. The result? A significant amount of customer information had simply
disappeared. About those trade show leads that went nowhere? Many of their phone numbers didn't make it into the new system. Mark
expected the sales force to get the information out of the old system -- but it was no longer on the network, so they couldn't
dial in from the road.
I also recommended scanning the spec sheets into the computer so Julie didn't have to walk over to the fax machine, then wait
to use it. If Julie could e-mail the spec sheets, she wouldn't have to leave her desk -- and fewer incoming calls would go to
voice mail. Now that's customer service!
Key points:
Don't be penny-wise and pound foolish with your customer database. If you're getting price quotes for moving your customer
database move to a new system, and most of them are between $5,000 and $10,000 -- you can't afford the vendor who offers to do it for $500.
Don't buy another fax machine - if you still have important information that doesn't exist digitally, either have it typed in or scanned
so it can be sent via e-mail. Folks, it's too late in the day for me to start telling you all the reasons faxing is inefficient!
If your employees' workday is an obstacle course, listen to them, then bring in an expert to help diagnose, then correct the problems.
Customer service training is great -- if that's what your staff needs. But to really fix the problem, you must first identify it, and
that means looking beneath the surface. The answers you uncover may surprise you.
This article is available to reprint if you include my copyright notice and identify me as follows: "Jan Jasper, a productivity expert in the New York City
area, is the author of Take Back Your Time: How to Regain Control of Work, Information, & Technology (St. Martin's Press)."
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About the Author:
Productivity coach Jan Jasper has been helping busy people work smarter, not harder since 1988. Her customized approach guides clients to manage time,
tasks, and information more effectively. She also provides Microsoft Outlook customization for clients. Jan is the author of
Take Back Your Time: How to Regain Control of Work, Information, & Technology (St. Martin's Press).
She recently completed a North American media tour as the national efficiency spokesperson for IKON Office Solutions,
Inc. She has appeared on radio and TV all over North America and is quoted regularly in print. Jan is an adjunct instructor at
New York University.
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