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How to Improve Problem Solving Skills in Customer Service

Keeping customers happy pays off.

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

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

Delivering great customer service can be challenging, but why?

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

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

So how do we overcome these challenges ?

Problem-solving.

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

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

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

• experience something new
• feel comfort
• become healthier

What problem does your business solve for your customers?

Problem -solving skills is vital to Customer Service

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

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

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

That’s a big change for many CSRs.

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

What is the impact of poor customer service?

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

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

The guide covers the following topics:

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

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

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

Critical Thinking in Customer Service

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

Identify critical thinkers

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

All while under the pressure of the customer.

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

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

Build critical thinking skills

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

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

Apply these tips encourages critical thinking.

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

Basic Customer Service Problem-Solving Scenario

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

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

Listen to customers

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

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

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

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

Acknowledge customer’s pain

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

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

Offer alternative solutions

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

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

Resolution is critical.

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

Execute/Follow-up

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

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

Extra: Be prepared

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

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

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

How to Handle Customer Service Issues: 9 Steps

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

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

Identify the problem

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

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

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

Find out what customers need

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

Find out how the issue impacts the customer

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

Clearly define the root of the problem

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

Produce possible solutions

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

Evaluate each solution and pick the best

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

Plan the solution’s implementation

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

Discuss the solution with customers

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

Analyze the results

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

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

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

Resolving issues when customers contact your business keeps them happy.

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

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

Unicom Teleservices

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The Guide to Effective Customer Service Problem Solving

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

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

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

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

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

Let’s get started.

Assess the information you have

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

Customer’s tone

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

Customer’s history

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

What’s happening?

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

Has this happened before?

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

Gather more information

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

Can you replicate it?

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

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

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

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

Ask other people

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

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

Solve the problem

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

Bug or works-as-designed?

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

Is there a workaround?

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

Write a great response

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

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

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

Resources for Customer Service Problem Solving

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

Help Scout’s Art of Troubleshooting

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

Support Details website

Learn how to use Developer Tools, especially Web Consoles

Be like Sherlock, and look for clues!

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

How did you like this blog?

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

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11 Essential Customer Service Skills & How to Develop Them

February 1, 2024   •   9 min read

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Evidently, the list of customer service skills to grow in your workforce is dynamic and evolving. One can never be sure they have it all when it comes to delighting customers with stellar support while maintaining operational excellence and controlling costs. 

That being said, there is a definitive list of essential customer support skills identified after processing volumes of customer feedback to gauge what qualities customers value in support reps.  And we are sharing the list in this comprehensive article, along with proven tips to develop these skills in record time. Let’s get started.  

What are customer service skills?

Why is it important to have good customer service skills , 11 customer service skills essential to survive and thrive , 6 tips to hone your customer service skills , create delightful customer service experiences with sprinklr .

Customer service skills are a combination of interpersonal abilities, communication techniques and problem-solving competencies that individuals possess to effectively and positively engage with customers.  

These skills are essential in providing satisfactory service experiences, addressing customer needs and maintaining a positive relationship between the customer and the business.  

Let us look at some examples of customer service skills worth exercising: 

Empathy : Expressing sympathy and understanding when a customer faces challenges with a product or service. 

Effective communication : Providing concise and easy-to-understand instructions or explanations to customers. 

Problem-solving : Resolving a customer's complaint by offering alternatives or taking immediate corrective actions. 

Top-tier customer service skills are the linchpin of a successful and sustainable business, influencing critical aspects such as customer retention, brand perception and revenue.

Improved customer retention  

Loyal customers purchase repeatedly and recommend actively. Customers who experience exceptional service are more likely to become loyal patrons. The art of active listening, empathy and effective problem-solving creates a positive customer experience, fostering a connection beyond the initial transaction.  

You can improve customer loyalty and customer retention , building a solid foundation for long-term success by consistently delivering outstanding customer service . 

Enhanced brand perception  

Beyond individual transactions, good skills in customer service contribute significantly to a brand's overall presence in the market. Satisfied customers become enthusiastic brand advocates , sharing their positive experiences with friends, family and through online platforms. This word-of-mouth marketing is a potent force that amplifies brand visibility.  

A positive reputation for exceptional service sets a brand apart from the competition, creating a favorable image that lingers in the minds of consumers.

Also Read: 5 Steps to Build Brand Equity Using AI-Driven Insights

Organic customer acquisition

A brand known for its commitment to customer satisfaction stands out in a sea of options. Positive testimonials and reviews from existing customers act as powerful endorsements, influencing potential customers' decisions. The positive reputation created by exceptional service becomes a valuable asset, drawing the attention of individuals actively seeking reliable and customer-centric businesses.  

Thus, good customer service skills retain the existing customer base and serve as a beacon, attracting new customers and contributing to sustained business growth.

Customer service skills are pivotal in creating an environment where customers receive assistance and feel understood, respected and satisfied. Such skills collectively build strong, lasting relationships between customers and the business. Let's explore the top 11 skills you can hone to make service interactions a delight for your customers:

1. Empathy 

A PwC consumer intelligence report reveals that 64% of U.S. customers feel brands neglect the human touch in customer experience, of which customer service is a key pillar. 

Customer empathy allows support agents to connect emotionally with customers. This emotional connection fosters trust and loyalty, making customers feel valued and heard. 

When a customer expresses frustration with a product issue, respond empathetically, saying, "I understand how frustrating this must be. Let's work together to find a solution."  

Read More: How to Show Empathy in Customer Service: Learn from Experts  

2. Clear communication 

Clear communication is a powerful way to guide customers toward desired actions. It involves presenting information and influencing decisions clearly and distinctly. This skill clarifies product functions and features, increases customer trust and enhances customer satisfaction. 

Use clear communication to address customer queries smoothly. Try suggesting additional products by highlighting their benefits and how they complement the customer's initial purchase. 

3. Adaptability 

Adaptability takes the front seat in enabling support agents to tailor their approach to different customer needs and diverse situations. It ensures that customers receive personalized and effective assistance, regardless of the challenges. 

Adapt communication styles based on the customers’ preferences and the customer service channels they use for communication, whether they prefer detailed emails or snappy chats. 

Learn More: 13 Golden Rules for Customer Service Email Etiquette  

4. Impulse control 

Impulse control is vital in maintaining professionalism and composure, especially in emotionally charged customer service scenarios . It prevents hasty reactions that could escalate issues. By exercising impulse control, support agents contribute to a positive customer experience, even when faced with difficult or irate customers. 

When faced with an irate customer, practice impulse control by taking a deep breath before responding, ensuring a calm and collected demeanor. 

Be a Pro: Effective Tips to Handle Angry Customers  

5. Accountability 

Accountability fosters customer trust. When support agents take ownership of mistakes or issues, customers appreciate the transparency. This builds credibility and shows a commitment to resolving problems, ultimately strengthening the customer-business relationship. 

If a service error occurs, admit the mistake, apologize and outline the steps to rectify the situation.  

6. Active listening  

The practice of active listening improves customer engagement . By genuinely listening to customers, support agents gain a deep understanding of their needs and concerns. This facilitates accurate problem-solving and demonstrates to customers that their opinions are valued. 

During a support call,  

listen attentively to the customer's concerns 

repeat key points to show understanding 

ask clarifying questions 

7. Time management  

Handling one of the ten most demanding jobs worldwide is not a cakewalk; we acknowledge this fact. Time management can help cope with the stress and also ensure timely responses to customer inquiries. Quick and efficient resolutions contribute to customer satisfaction, preventing frustration due to delays. Proper time management is key to meeting service level expectations and maintaining a positive customer experience. 

Set realistic timelines for issue resolutions, factoring in the service level agreement (SLA) agreed upon with the client as well as your personal challenges. 

8. Technical knowledge  

Technical knowledge instills confidence in agents. Support agents can provide accurate information and effective solutions when they deeply understand products or services. This resolves issues promptly and enhances the customer's perception of the brand's expertise. 

Demonstrate technical knowledge by guiding customers through troubleshooting steps or explaining product features. Accelerate issue resolution by creating a knowledge base for your customers and employees.   

9. Positive attitude 

A positive attitude is contagious and sets the tone for positive customer interactions. It transforms challenges into opportunities, creating a more pleasant experience for customers and support agents. Positivity contributes to a nurturing and supportive customer service environment. 

Approach customer interactions enthusiastically, expressing genuine interest in assisting and resolving issues. 

Editor’s Pick: Tips to Become a Happier, More Positive Call Center Agent  

10. Professional language 

Professional language is essential for creating clear and respectful communication. It ensures that customers receive information understandably and appropriately. Using industry-appropriate language and acceptable customer service phrases builds credibility and maintains a high standard of customer service. 

Communicate using industry-appropriate language, avoiding jargon and tailor your tone to match the formality desired by the customer. 

Also Read: 3 Important Qualities of Customer Service  

11. Patience 

Patience is a virtue that prevents frustration, both for support agents and customers. It allows agents to navigate complex issues calmly and ensure customers feel heard and valued, even in prolonged or challenging interactions. Patience is key to providing thorough and effective customer support. 

Practice patience during lengthy support interactions, reassuring customers that their concerns are a priority. 

Now that you are well versed in the top customer service skills, let us explore some tips to fast-track your upskilling efforts. 

1. Never lose composure in tense situations  

By immersing yourself in the customer's perspective, understanding their emotions and responding with genuine concern, you create a connection that transcends the transactional.  

For instance, a customer is frustrated and demands a quick resolution. Say, “I understand you have a tight schedule. I will try my best to resolve the inconvenience quickly.”  

Interesting Read: Understanding the Science of Emotions Makes You Better at Customer Experience  

2. Be selective in your word choices  

Positivity in customer service is a potent elixir that shapes the tone of interactions. Choosing words carefully and framing responses tactfully creates an atmosphere that nurtures goodwill.  

For instance, instead of saying, "I can't help you with that," opt for, "Let me explore alternative solutions for you." This maintains a positive vibe and assures customers that their opinions are valued, contributing to a positive experience. 

3. Become aware of your triggers  

Patience is paramount in customer service, and self-awareness is the key to maintaining it. By identifying personal triggers that might provoke frustration, you equip yourself to respond calmly in challenging situations.  

For example, if faced with a demanding customer, take a moment to breathe and respond thoughtfully. This ensures that patience prevails, leading to more constructive resolutions and positive customer interaction. 

4. Prioritize clarity above persuasion  

Clear communication is an effective workplace skill . It emphasizes providing information transparently rather than attempting to persuade. Prioritizing clarity ensures customers comprehend the information being conveyed.  

For example, when explaining a product feature, use simple and direct language to ensure the customer understands the information presented clearly. 

5. Ask questions to arrive at accurate resolutions  

Elevating customer service to a personalized level involves engaging customers through thoughtful questioning. This not only demonstrates interest but also allows for tailored assistance.  

For instance, instead of assuming a customer's needs, ask open-ended questions like, "What specific features are you looking for in a product?"   

This encourages customers to share relevant information, enabling a more personalized and effective service. 

Need more inspiration? Check out these customer service tips to boost your CSAT  

To summarize, skilled agents can differentiate good customer service from excellent customer service that lingers in the customer’s psyche for a long time. Ongoing training and coaching can build a culture of upskilling and learning that is mutually satisfying for the company, customers and agents. 

To level up your customer service game, leverage a technological solution like Sprinklr Service that offers an AI-powered quality management module and integrated live coaching for customer service agents and managers. Built atop a super-powerful AI layer, Sprinklr scores agent skills objectively on technical and soft skills, benchmarking against the team and industry standards while recommending improvements tailored to each agent’s skill gaps. 

Sound unbelievable? Take Sprinklr Service for a free spin and witness results firsthand! 

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Frequently Asked Questions

Yes, customer service skills can be learned and improved over time through training, practice and feedback. Effective communication, empathy and problem-solving are key components that can be developed through continuous learning and experience. 

AI-powered quality management tools like Sprinklr Service offer live coaching and individualized recommendations to fill skill gaps and transform your customer service agents into top performers. 

Businesses assess customer service skills in their teams through customer feedback, performance metrics and evaluations. They may use customer satisfaction surveys, monitoring interactions, and performance reviews to measure communication, problem-solving and empathy skills. 

Related Topics

Article Author

Bishakh Dutta

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In today's highly competitive business landscape, delivering exceptional customer service is more important than ever.

With so many options available to consumers, businesses need to ensure they are providing a high level of service to stand out from the competition.

To do this, customer service representatives must possess a range of important customer service skills. From patience and problem-solving to multitasking, I've compiled a list of 25 skills of exceptional customer service .

These skills are the foundation upon which customer satisfaction and loyalty are built.

In this article, we will explore some of the most important customer service skills that every representative should possess to provide excellent service and drive business success.

1. Active listening

Active listening is a crucial component of good customer service. It involves fully concentrating on what the customer is saying, both verbally and non-verbally, and seeking to understand their perspective.

By actively listening, customer service representatives can better identify and address the customer's needs and concerns.

One important technique for active listening is to focus on the speaker and avoid distractions . This means avoiding multitasking while on the phone or in-person with a customer, and making eye contact and nodding to show that you are engaged in the conversation.

Another technique is to ask clarifying questions to ensure that you have a clear understanding of the customer's needs. This not only helps to ensure that you are addressing the customer's concerns effectively but also demonstrates to the customer that you are actively listening and taking their concerns seriously.

Reflecting on what the customer has said is also an effective active listening technique. This involves paraphrasing what the customer has said to show that you understand their perspective and to clarify any misunderstandings.

2. Problem-solving

Customer complaints and issues are inevitable, and how they are handled can significantly impact customer satisfaction and loyalty.

Effective problem-solving involves a number of steps. The first step is to identify the issue and gather all relevant information. This may involve asking the customer questions or conducting research to better understand the problem.

Once the issue has been identified, it is important to remain calm and professional , even if the customer is upset or frustrated. Using positive language and acknowledging the customer's feelings can help to diffuse the situation and build trust.

The next step is to work collaboratively with the customer to identify potential solutions. This may involve offering alternatives or suggesting compromises. It is important to be flexible and open to different solutions , as this can help to demonstrate that the customer's needs are being taken seriously.

After identifying a solution, it is crucial to honor any commitments made. This can involve taking appropriate action to address the issue or following up with the customer to confirm their satisfaction with the resolution.

3. Communication skills

Clear and concise communication is essential in building trust, managing expectations, and resolving issues.

When communicating with customers, it is important to use language that is easily understood. This may involve avoiding technical jargon or industry-specific terminology and using simple, straightforward language.

Both verbal and written communication skills are important in good customer service. Verbal communication involves speaking clearly and actively listening to the customer. It is important to use a friendly and welcoming tone and to avoid speaking too quickly or too slowly.

Written communication skills are equally important, particularly in the age of digital communication. This includes skills such as grammar, spelling, and punctuation, as well as the ability to convey information in a clear and concise manner.

It is important to take the time to review emails, chat messages, and other forms of written communication to ensure that they are error-free and effectively convey the intended message.

4. Product knowledge

Having a strong understanding and knowledge of the products or services offered is a critical component of good customer service. It helps customer service representatives to effectively assist customers with questions and concerns, and can improve customer satisfaction and loyalty.

Product knowledge involves having a deep understanding of the features, benefits, and limitations of the products or services offered by the company. This includes understanding how the product works, its intended use, and any associated policies or procedures.

When interacting with customers, having a strong customer service skills and a good product knowledge allows customer service representatives to provide accurate information and address questions and concerns more efficiently.

This can help to build trust and increase customer confidence in the company and its products or services.

5. Patience

Patience is an important interpersonal skill that can be developed and improved with practice. It involves the ability to remain calm and composed, even in challenging or frustrating situations.

In customer service, patience is essential in dealing with customers who may be upset or difficult to work with. By maintaining a positive attitude and demonstrating patience, customer service representative can help to de-escalate tense situations and work towards a positive resolution.

Patience can also help to build trust and credibility with customers. By taking the time to listen to their concerns and being patient in finding a solution, customer service team can show that they value their customers and are committed to providing excellent service.

There are a number of techniques that can help to manage frustration and maintain patience in customer service.

These may include:

• taking deep breaths,
• focusing on positive outcomes,
• and practicing active listening.

By staying focused on the customer's needs and remaining patient, customer service professionals can create a more positive experience for both the customer and themselves.

Among the crucial soft skills, empathy is one of the most important. It is the capacity to put oneself in the customer's shoes and understand their situation from their perspective.

Empathy is important in customer service as it can help to build a positive and lasting relationship with customers.

When customers feel that they are being heard and understood, they are more likely to feel valued and satisfied with the service they receive. It can also help to defuse tense or difficult situations and create a more positive outcome for all involved.

In order to demonstrate empathy, customer service agents must actively listen to their customers and try to understand their perspective. This involves being patient, asking questions, and showing genuine concern for their situation.

7. Adaptability

Adaptability is the ability to adjust and respond to different situations and customers. It is the capacity to be flexible and open-minded in finding solutions to customer issues.

In customer service, adaptability is important as it allows customer service representatives to respond effectively to the diverse needs and expectations of customers. By adapting to different situations and customers, customer service representatives can build stronger relationships with their customers and create a more positive and satisfying experience for them.

Adaptability also enables customer service representatives to find creative and innovative solutions to customer problems.

By being flexible and open-minded, customer service reps can develop new approaches and strategies to meet the unique needs and challenges of each customer. This, in turn, results in excellent customer service.

8. Attention to detail

Paying attention to detail is important in customer service as it can help to ensure that customer needs are met effectively and efficiently.

By being detail-oriented, customer service representatives can provide accurate and reliable information to customers, avoid mistakes and misunderstandings, and ensure that customer complaints and issues are resolved thoroughly and promptly.

Techniques for improving attention to detail include:

• taking detailed notes during customer interactions,
• reviewing and double-checking information,
• and asking clarifying questions to ensure understanding.

It is also important to develop strong organizational and interpersonal skills to manage multiple tasks and customer interactions effectively.

By paying close attention to details, customer service representatives can provide accurate and reliable information to customers, avoid mistakes and misunderstandings, and ensure that customer needs are met effectively and efficiently.

9. Conflict resolution

Excellent customer service skills must include conflict resolution, which is the ability to navigate difficult situations and find mutually satisfactory solutions that meet the needs of both the customer and the business.

Effective conflict resolution is essential in customer service as it can help to build strong customer relations , increase customer loyalty, and enhance the reputation of the business. Good customer service skills in conflict resolution require customer service representatives to be patient, empathetic, and skilled at communication and problem-solving.

Techniques for resolving conflicts with customers include active listening to understand the customer's perspective, acknowledging and empathizing with their feelings, and working collaboratively with the customer to find a mutually beneficial solution.

It is also important to remain calm and professional during conflict resolution interactions and to follow up with customers to ensure their satisfaction.

10. Time management

The ability to prioritize tasks, organize work schedules, and manage time effectively to ensure that customer needs are met promptly and efficiently is yet another important skill.

Time management skills are essential in customer service as it can help to increase productivity, reduce stress, and improve the quality of customer interactions . By managing time effectively, customer service reps can ensure that customer inquiries are addressed promptly, issues are resolved quickly, and follow-up is provided when necessary.

How to become better at time management? Some ideas to consider include:

• setting clear priorities and goals,
• planning and organizing work schedules,
• eliminating distractions,
• delegating tasks when appropriate,
• using technology to streamline processes,
• and taking breaks to recharge and refocus.

If you think about relevant skills in customer service, then time management should definitely be one of them.

11. Multitasking

Multitasking is a vital customer service skill that involves juggling multiple tasks while providing excellent customer service. It is the ability to manage several tasks and responsibilities simultaneously while maintaining a high level of quality in great customer service interactions.

Effective multitasking skills are essential in customer service as it can help to increase efficiency, reduce wait times, and improve the overall customer experience .

By managing multiple tasks effectively, customer service representatives can ensure that customer inquiries are addressed promptly, issues are resolved quickly, and follow-up is provided when necessary.

Techniques for effective multitasking include setting priorities, using task lists and reminders, and breaking larger tasks into smaller, more manageable ones. It is also important to stay organized and focused, avoid distractions, and seek help when necessary.

12. Positive attitude

Maintaining a positive attitude is crucial in customer service as it can greatly impact the customer service experience.

When agents are positive towards customers, they create a positive first impression and help to put customers at ease. They are more likely to engage in positive interactions, listen actively to customers, and offer appropriate solutions to their problems.

Developing a positive mindset, practicing empathy, and maintaining a sense of humor are a few techniques for maintaining a positive attitude. It is also essential to stay professional, remain calm under pressure, and avoid negative language or attitudes.

This approach can create a welcoming and friendly environment, build trust, and establish a rapport with customers that can greatly impact the customer service experience.

13. Persuasion and influence

Persuasion and influence are critical customer service skills that involve convincing customers to take a specific action or change their perception.

What are the techniques you could try? Active listening, understanding the customer's needs and preferences, and tailoring the message to meet their specific situation are just a few examples. It is also important to use positive language, establish credibility, and provide evidence or examples to support recommendations.

The importance of persuasion and influence in customer service lies in the ability to build trust and loyalty with customers, increase customer satisfaction, and improve overall customer experience.

When customer service team can effectively persuade and influence customers, they can provide solutions that meet their needs, address their concerns, and offer a positive customer service experience.

Effective persuasion and influence skills can help customer service representatives to build trust, establish rapport, and provide solutions that meet customers' needs.

14. De-escalation techniques

When customers become upset, it can be challenging to remain calm and professional. However, by using effective de-escalation techniques, customer service representatives can calm the customer down, address their concerns, and find a solution that meets their needs.

Effective de-escalation techniques include acknowledging the customer's concerns, and remaining calm and professional. It is also important to validate the customer's feelings, and offer alternative solutions if necessary.

Additionally, customer service representatives should avoid using negative language , raising their voice, or becoming defensive, which can further escalate the situation.

The importance of de-escalation in customer service lies in the ability to maintain a positive relationship with customers, reduce conflicts, and prevent negative feedback or reviews.

By using effective de-escalation techniques, customer service representatives can provide a positive customer service experience, even in challenging situations.

15. Teamwork

In many cases, customer service reps work in teams, and effective teamwork is critical to ensure that customers receive prompt and satisfactory assistance.

Effective teamwork in customer service involves sharing knowledge and expertise, communicating effectively, and collaborating to find solutions that meet customers' needs.

It is essential to establish clear roles and responsibilities , establish goals and objectives , and work together to achieve them . Effective teamwork also involves being open to feedback, supporting colleagues, and providing constructive feedback to improve performance.

The ability to provide efficient, effective, and high-quality service to customers relies heavily on this skill. By working collaboratively, customer service representatives can leverage each other's strengths and expertise to provide quick and effective solutions to customers' issues.

Teamwork also promotes a positive work environment, which can lead to increased job satisfaction, productivity, and employee retention.

16. Professionalism

Maintaining a professional demeanor with customers is yet another skill customer service professionals should master.

It involves presenting oneself in a polite, respectful, and courteous manner to customers, irrespective of the situation or circumstances.

The importance of professionalism in customer service cannot be overstated. A professional demeanor helps to build confidence and trust with customers , making them more likely to do business with a company in the future. It also helps to establish the reputation of the company as reliable, trustworthy, and customer-focused.

Professionalism in customer service is especially important in situations where customers are frustrated, angry, or dissatisfied. With this skill, customer service representative can de-escalate tense situations and work towards resolving customer issues.

17. Calm under pressure

When dealing with frustrated or upset customers or facing challenging situations, it is easy to become flustered, anxious, or defensive. However, remaining calm under pressure is essential to provide effective customer service.

Calmness under pressure is one of the soft skills that can be developed and improved with practice. You can try deep breaths, focusing on the present moment, and maintaining a positive mindset. Having a clear understanding of the situation and remaining empathetic towards the customer's concerns is also very important.

If you can manage high-pressure situations, de-escalate tense interactions, and provide customers with a positive experience, you are more likely to win or retain customers.

18. Conflict management

Conflict management involves handling disputes or disagreements between team members in a constructive manner, so that everyone can work together effectively to provide excellent customer service. Effective conflict management helps to prevent long-term negative effects on team morale, customer retention, and business success.

One of the key techniques for managing conflicts within the customer service team is to encourage open communication . All team members should feel comfortable sharing their opinions and concerns, without fear of retribution or retaliation. It's important to establish ground rules for communication, such as listening respectfully, avoiding personal attacks, and sticking to the topic at hand.

Another effective technique is to work collaboratively to find a solution. Team members should be encouraged to approach conflicts with a problem-solving mindset , rather than an adversarial one. This can involve brainstorming ideas, evaluating different options, and coming to a mutually agreeable resolution.

Remember that conflicts can arise from misunderstandings or differences in perspective. Active listening and empathy can help team members understand each other's viewpoints and find common ground. By acknowledging and addressing differences in a respectful and constructive manner, conflicts can often be resolved before they escalate.

19. Follow-up skills

After a customer has made a purchase or interacted with a business, following up with them is a great way to show that their satisfaction is important. It also helps to identify potential issues and areas where improvements can be made.

One of the most important aspects of follow-up skills is timeliness. Customers appreciate prompt follow-up after their interaction with a business. This can be in the form of a phone call, email, or even a message through social media. A timely follow-up shows that the business values the customer's time and wants to ensure that their experience was positive.

Another important aspect of follow-up skills is the ability to ask for feedback. Asking customers about their experience with a business can provide valuable insights into areas where improvements can be made. Customer feedback can be used to improve products, services, and overall customer satisfaction.

Effective follow-up also involves making commitments to customers and following through on them. If a customer has an issue that needs to be resolved, following up with them to ensure that the issue has been resolved to their satisfaction is important.

20. Upselling and cross-selling

Upselling and cross-selling are sales techniques that are often used in customer service to increase revenue and improve customer satisfaction.

Upselling involves suggesting a more expensive or premium version of a product or service that a customer is already interested in, while cross-selling involves recommending complementary or related products or services that the customer may also be interested in.

For the customer, these techniques can provide them with a better overall experience by offering them additional options and providing more value for their purchase. For the business, upselling and cross-selling can increase sales revenue and customer loyalty.

Upselling and cross-selling should always be done in a way that is respectful of the customer's budget and preferences. Being too pushy or aggressive can lead to negative customer feedback and hurt the business's reputation.

You should always focus on providing excellent service and meeting the customer's needs, while also offering additional products or services as appropriate.

21. Cultural awareness

In today's global marketplace, cultural awareness is an essential aspect of providing strong customer service.

Customers come from diverse backgrounds, and it's important to recognize and respect cultural differences to provide exceptional service. Cultural awareness involves understanding and appreciating different customs, traditions, and behaviors. This can include being mindful of differences in communication styles, personal space, and religious practices, among others.

By being culturally aware, customer service representatives can avoid misunderstandings and miscommunications , and create positive interactions with customers.

For instance, being aware of cultural differences in communication styles, such as directness and indirectness, can help representatives tailor their approach to meet the needs of customers from different backgrounds.

Similarly, being respectful of personal space and avoiding physical contact can make customers feel more comfortable.

22. Emotional intelligence

Emotional intelligence is the ability to recognize, understand, and manage one's own emotions, as well as the emotions of others. It is one of the most important soft customer service skills.

Having emotional intelligence helps service providers to empathize with customers and understand their needs and concerns . This, in turn, allows them to provide better support and solutions to the customer's problems.

When a customer is upset or frustrated, an emotionally intelligent agent can respond in a calm and supportive manner, which can help to diffuse the situation and resolve the issue more effectively.

Moreover, emotional intelligence allows support reps to manage their own emotions, such as anger or frustration, which can arise in difficult or challenging customer interactions.

By keeping their emotions in check and responding to customers with positivity and empathy, they can maintain professionalism and ensure that the customer's needs are met.

23. Critical thinking

The ability to analyze complex situations, identify potential solutions, and make informed decisions that benefit both the customer and the company is also a very important skill.

In customer service, critical thinking skills allow representatives to solve problems effectively and efficiently. When dealing with a customer issue, critical thinking enables representatives to identify the root cause of the problem and determine the best course of action to resolve it.

This often involves asking probing questions to better understand the customer's needs and concerns, and using sound judgment to make decisions that align with company policies and procedures.

Another important aspect of critical thinking in customer service is the ability to anticipate potential problems and proactively address them before they become larger issues. This could involve identifying trends in customer feedback or product performance and making recommendations to management for improvement.

24. Decision-making

Decision-making is an important customer service skill because it allows service providers to make informed choices that can positively impact the customer's experience.

Effective decision-making involves analyzing a situation, identifying the best course of action, and taking the necessary steps to implement that action. Customers often rely on customer service representatives to make decisions that can resolve their issues, and a well-informed and timely decision can lead to a positive outcome.

On the other hand, poor decision-making can lead to customer dissatisfaction, negative reviews, and even loss of business. Therefore, honing decision-making skills is crucial for providing excellent customer service.

25. Resourcefulness

Finding creative solutions to customers' problems is the last - but definitely not least - item on this list of great customer service skills.

When customers encounter a problem, they expect the customer service representative to be able to solve the issue quickly and efficiently. However, sometimes the solution to a customer's problem is not immediately apparent. This is where resourcefulness comes in .

Resourcefulness involves thinking outside of the box and finding unconventional solutions to problems. It requires customer service representatives to be flexible and adaptable, and to have a deep understanding of the products or services they are supporting.

Being resourceful also involves being able to leverage the resources available to you, whether it's utilizing online tools like customer service software or collaborating with team members to find a solution.

Implement These Important Customer Service Skills

Throughout this article, we have explored various key customer service skills that are essential for delivering excellent service and building strong customer relationships.

These skills include soft skills like active listening, empathy, adaptability, and patience, and some practical skills like conflict resolution, time management, and multitasking.

Mastering these skills is crucial for businesses to succeed and retain customers in today's competitive market.

By prioritizing customer service skills and providing ongoing training and support, businesses can create a positive customer service experience that not only meets but exceeds customer expectations.

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Updated: 01/10/23

Published: 01/10/23

A word to the wise: The customer is in control. Not most of the time or half the time — always .

For those in the customer success or customer service industry, this notion should shape every interaction we have with the customer, both pre- and post-sale. But there's more to it than that. There are a handful of critical customer service skills and sentiments that should inform the way we interact with our customers .

Depending on your product or service, these must-have skills may vary a bit — in some cases, some skills will come in handy more often than others. But if you can master the nine we've outlined below, we can promise you'll be better for it.

Customer Service Skills

Customer Service Areas

What are good customer service skills?

• Problem Solving
• Flexibility
• Resourcefulness
• Positive Mindset
• Time Management
• Sense of Urgency
• Product and Industry Knowledge
• Active Listening
• Consistency
• Accountability
• Perseverance
• Attentiveness
• Persuasiveness
• Clear Verbal Communication
• Clear Written Communication
• Desire to Improve

1. Patience

At its core, having patience means being able to regulate your own thoughts and emotions — even in times of high stress or delay. For folks in the customer success industry, patience is a necessary skill.

Unfortunately. in a world fueled by technology and instant gratification, patience is becoming a bit of a dying art. Both customers and those serving them are accustomed to expediting nearly everything they do, making quick decisions in the process. But this isn't always the right approach.

By approaching customer interactions with a relaxed, thoughtful demeanor, you'll find that it's easier to overcome customer obstacles without compromising the quality of service — and keeping your customers happy in the process.

2. Problem Solving

The primary role of service teams is to solve for the customer, so it’s no surprise that problem-solving is high on our list. Customers reach out to service teams for assistance and it is up to us to provide solutions.

This will require a bit of intuitiveness on your part to figure out what customers need. For example, if they contact you about adding a new employee to their account, you may anticipate providing onboarding assistance to get their new hire up to speed with how to use your product or service.

3. Flexibility

In some cases, process is necessary. But more often than not, too many processes can have an adverse effect on your customer conversations. When we put process before people, we lose sight of the end goal: helping the customer achieve their desired outcome .

If you want to thrive in a customer success role, learning to be flexible will help you hold your own — especially when faced with "on-the-ground" situations and decisions. Rather than viewing customer success as a straight and narrow path, consider all of the ways in which you can help a customer, and choose the path that best suits their unique needs.

4. Resourcefulness

Speaking of flexibility, customers may contact you with issues that may not have a simple solution. For those challenges, it’s important to be resourceful.

Author Todd Dewett explains “It's a skill you have to have because you know what? You'll never have enough time, the perfect skills on your team, or a big enough budget.”

In this field, the probability is high that you’ll be tasked with coming up with a creative solution to accommodate customer needs.

When a customer reaches out to your company for support or advice, they want you to help them. They also want to feel heard in the process.

Some simple ways to prove that you're on their side and committed to helping them include celebrating their successes or showing genuine concern when things aren't going to plan. These small considerations can make a world of a difference when it comes to creating a positive experience across the board.

Consciously remind yourself how you would want to be treated if you were in the customer's shoes. In most cases, this level of mutual understanding can help to put the customer at ease and set the tone for a more productive conversation, despite any frustrations they are experiencing.

6. Positive Mindset

In addition to having empathy, it’s important to always remain positive when interacting with customers and your larger team. Your customer may be frustrated when they first contact you, but your tone and mindset can turn their experience around for the better.

When interactions become tense, don’t take it personally. Remember that the core function of your role is to help and use that as your North Star.

7. Resilience

Another trait that will serve service reps well is resilience. Being on the front lines of customer interactions requires a thick skin. Otherwise, one negative interaction can tank your whole day.

Learn to let go, and approach each new interaction as an opportunity to better serve your customers and retain their loyalty.

8. Proactive

One way to prevent future obstacles is to be proactive. Sometimes you can anticipate a customer’s needs and address any potential issues. Take this correspondence with Semrush for example. I had just signed up for an account and their service rep reached out to answer any questions I may have.

What we like:

Instead of waiting until I had hiccups, Semrush reached out with materials to help me through the onboarding process and familiarize myself with the tool. This not only provided a positive interaction but saved me time as I didn’t have to struggle to figure everything out on my own.

9. Efficiency

At the end of the day, customers are looking for one thing: reliable, efficient service. Bear in mind that this doesn't mean grabbing at the quick-fix approach just to get the job done faster. (Remember our previous mention of patience?)

Efficiency in customer interactions is all about determining the most effective systems for helping them arrive at their desired outcome. It requires a careful balance of timeliness and commitment to satisfaction.

One of the best ways to streamline your interactions is to provide prompt, productive service. This involves taking the time to know your product and/or industry inside and out, which leads us to our next point.

10. Time Management

Properly managing your time as a service rep is key to your success and sanity. You may be dealing with hundreds of help tickets per week, interacting with several clients each day. Without proper time management, your workday can become an overwhelming mix of frustration and dread.

Develop a routine that helps you stick to a schedule and allows you to tackle your client’s needs in order of urgency.

11. Sense of Urgency

As a service rep, not only are you tasked with problem-solving, but you must do it quickly. Customers want to know that you are actively trying to remedy their issues.

However, every obstacle is not always a quick fix. To avoid adding to client frustration, it’s important to set timeline expectations. If a problem is going to take a few days rather than a few minutes, communicate that to the client. If possible, give them a workaround option until you can fully resolve it. That way you buy yourself some time while allowing them to continue business with little interruption.

Either way, set timeline expectations at the start, so everyone is on the same page and continue to update clients on progress.

12. Product and Industry Knowledge

Deep-seated product and industry knowledge is perhaps one of the most valuable skills for a customer service or customer success manager to lean into. Gaining and continuously expanding your understanding of the product your servicing affords you the confidence you need to carry out customer interactions with ease and exactness.

A strong personal knowledge base also translates into increased professionalism, enthusiasm, and efficiency. It can function as a competitive advantage and a signal to customers that you're taking their business seriously.

13. Active Listening

Before you help, you need to listen. As the listener, it's your job to gather all of the information you need about a customer's situation to properly uncover and surface a solution.

But active listeners don't only pay close attention to what's being said — they also tune into what's not being said. Oftentimes, being conscious of both will help you piece together a response that is both informed and on-point.

If you really want to prove that you're hearing them, restate their problem in their own words. This exercise forces you to remain engaged and helps to let the customer know you're really committed to hearing them out.

14. Honesty

It sounds cliche, but when it comes to customer interactions, honesty is the best policy. While we don’t want to let customers down, we also don’t want to mislead them. If there is a problem or delay in service, it’s best to just communicate that and apologize for the inconvenience.

During the pandemic, customers experienced all sorts of shipping delays on products they ordered. The boots I had ordered from Modern Vice were way past their shipping window so I inquired about the hold-up.

Modern Vice was honest about the delay and their capacity to handle orders. Sure, I was bummed, but I appreciated their transparency.

15. Consistency

Consistent delivery is important when it comes to a customer's perception of service.

With this idea in mind, you should be thinking about providing a familiar sentiment across every touchpoint you have with customers — one that is reflective of your brand's core values and commitment to customer success.

Remember, it's much easier to work on nailing this undeviating experience upfront, as correcting inconsistency issues after the fact can be both costly and time-consuming.

16. Accountability

When you're tasked with assisting a customer, whether it is a transactional support issue or a long-term business relationship, their problems with your product or service become your problems. You own the issues and it's your job to solve them in an informed and timely fashion.

This type of responsibility requires a great deal of accountability — in other words, you need to not only own your actions, but also their implications.

Manners took responsibility for sending a damaged product and took steps to make it right. I couldn’t return the item since they didn’t offer international returns at the time, but they gave me a partial refund and a discount to use on future purchases.

Without clear accountability, execution falls flat. And a delay in your response time directly influences a customer's perception of your service quality.

To avoid this, accept responsibility and act accordingly.

17. Perseverance

In a people-facing role, it's easy to feel discouraged and frustrated when you're regularly being knocked down by difficult interactions. Luckily, it's in your control to determine how you respond.

According to Carol Dweck , you can choose to have one of two mindsets:

• A fixed mindset: Operating under the notion that your abilities, talent, and intelligence are fixed traits that cannot be expanded or strengthened.
• A growth mindset: Viewing your abilities, talents, and intelligence as traits that you're in control of — traits that you can develop and improve.

18. Attentiveness

While chances are you won’t have a ton of free time as a service rep, providing clients with a bit of attentiveness goes a long way. Take this note from my local spin studio, BYKLYN.

They checked up on me before the end of my trial period just to see how I was enjoying the classes and address any issues I may have. This was also an excellent opportunity to join as a monthly member. The personal touch was appreciated.

19. Persuasiveness

Sometimes you may not be contacted to troubleshoot a problem at all, and instead will be contacted by potential customers on the fence about purchasing your product.

You don’t want to turn them away by saying the wrong thing. For example, if a customer inquires about a program you are offering that no longer has availability you could say “Sorry, the class is full and we’re not accepting new signups at this time.”

A better, more persuasive option would be “Slots/seats will be available next week, and I can add you to the waitlist so you’ll be notified as soon as spots are available.”

This still communicates that space is currently unavailable like the first option, but instead focuses on when the client can sign up rather than simply telling them enrollment is closed.

20. Clear Verbal Communication

However, whatever, and whenever you're communicating to customers, clear communication is key. Both the words you use and the intention behind them matter. Customers can pick up on insincere, rushed interactions — even over the phone or live chat.

When speaking with customers, try the "Problem, Solution, Benefit" framework. Repeat the customer's problem back to them to confirm you heard it correctly and to show your understanding. Share the solution along with the actions the customer can take to solve the problem. Explain the benefit of the solution to solve the problem as well as to avoid future problems and inconveniences.

Here's an example:

• Problem: "I'm sorry to hear that your payment method isn't working on our website."
• Solution: "To resolve this, log into your account and go to Profile > Settings > Payments and re-input your card number. Be sure to include the expiration date and mark the card as your preferred payment."
• Benefit: "This will ensure your payment method is saved so that all future purchases will be easy and quick!"

21. Clear Written Communication

As mentioned above, both what you say and how you say it can greatly impact customer interactions. This is even more important with written communication like email, where it’s difficult to discern tone.

If troubleshooting an issue over email, clearly communicate steps using bulleted or numbered lists and use screenshots whenever possible. Visual aids are an excellent tool to help users navigate your site and cut down on mistakes.

22. Desire to Improve

The service team’s work is never done. To excel in this role, you’ll need to continuously hone your skills and increase efficiency. You’ll never stop learning.

• Customer Service Channels
• Customer Retention

While the above customer service skills address specific ways you may interact with customers, these customer service areas address the larger "themes" you may see in your role (or perhaps how your customer service team is organized).

1. Customer Service Channel Mastery

Nowadays, customer service professionals use a myriad of tools. While the above skills apply to any and all customer interactions, some channels may require different skills and best practices.

For example, the synchronicity of a phone conversation can help solve certain problems whereas the asynchronous nature of email or social media may lend itself better to other issues. Moreover, the different channel interfaces require different language, tone of voice, and levels of explanation.

For example, it's easier to demonstrate a solution over email, where you can include screenshots and links. On the other hand, a phone call may make it easier to chat through an issue with a customer who may not need a step-by-step fix.

Customer service channel mastery is an important customer service area to train and hone.

2. Customer Service Management

Customer service management requires some different skills than working directly with customers. Management should create processes on which representatives (and customers) can rely.

This customer service area should focus on training, feedback, process development, onboarding, product training, meetings, and team alignment.

Customer service management is also responsible for the quality of service — ensuring all representatives serve customers with accurate, relevant, timely information. This can be improved through new guidelines and standards.

3. Customer Retention

Retaining customers is less expensive and more impactful than continuously attracting new ones. The customer journey shouldn't cease when a sale is made — delight is an important component of the flywheel . Not only does it keep customers around, but it also incentivizes word-of-mouth marketing, which can bring in more new revenue than your own marketing.

Customer service is at the heart of customer retention. Encourage your team to solve for the long game of customer service — keeping your customers satisfied ... and keeping them, period.

Master These Customer Service Skills and Areas

By choosing to adopt a growth mindset, you give yourself permission to persevere through challenges and come out stronger on the other end.

If you're looking to build your career in a customer-facing role, prioritize these customer service areas and skills. Your customers will thank you!

Editor's note: This post was originally published in February 2021 and has been updated for comprehensiveness.

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How to improve problem-solving skills with customer service training

This post was originally published on lessonly.com.

Customer service is a jigsaw puzzle.

In order to put together a picture of excellent customer service, customer service reps have to piece together customer information, product or service knowledge, and personal skills. But, even with all of the necessary pieces, a customer service team member can’t provide valuable customer service without being a great problem solver.

As companies put a larger emphasis on high-quality service, reps and agents need customer service training programs that focus on problem-solving. As self-service channels grow in popularity for simple, transactional interactions, when it comes time for a customer to reach out to a rep, it’s likely because they couldn’t find the answer via self-service. These interactions tend to be unique, more complex, and unpredictable. In fact, according to one report, as many as 83% of people say that humans better understand their problems and needs and want to bypass self-service options to talk directly to a human. This means that reps should be well equipped to deal with customers, understand their issues, effectively provide a resolution, and anticipate their future wants and needs.

So, how can customer service leaders deliver training courses that feature effective problem-solving techniques? First and foremost, employees should learn the fundamental knowledge and skills that they’ll need for any interaction. Then, leaders can begin working with their customer service team to develop their problem-solving skills.

Introduce reps to problem-solving methods

The best way to ensure reps address a customer’s issue and do it with a high quality of service is to provide training on a structured problem-solving process. To start, here are five steps that every rep should know how to work through.

• Identify and define the problem:  While this may seem simple and straightforward, customers don’t always describe their issues clearly. Training should offer reps examples of open-ended questions that they can use to effectively gather information and isolate the actual problem. This will make the rest of the interaction much more efficient.
• Brainstorm solutions:  Now it’s time to brainstorm and share possible solutions with the customer. Consider providing reps with guidelines that encourage autonomy so they can create solutions at their own discretion.
• Evaluate and choose the best solution:  During this time, it’s key for reps to clearly and effectively communicate the solutions (and their implications) of each with the customer. By having an open and friendly discussion, reps will be able to choose the solution that best addresses the customer’s specific wants and needs.
• Implement the solution:  Once a customer and rep are on the same page about a solution, it’s important to execute as soon as possible. Training must ensure that reps are empowered to build a plan, work with the appropriate team members to ensure it happens, and make a solution become a reality.
• Analyze the results:  After a solution is implemented, successful support teams also measure the results. By asking the customer for feedback and analyzing metrics, teams can better determine if the right process was followed and what they could improve in the future for increased customer loyalty.

Provide opportunities for practice and feedback

Once customer service reps have a good grasp of problem-solving techniques, it’s important to give them opportunities to apply and practice their problem-solving skills. World-class customer service teams take real-life scenarios and support tickets and apply them to a test environment. This gives both new and veteran reps the chance to hone their problem-solving skills in a safe space—without negatively impacting the relationship with a customer. They then have the chance to work through prioritization and resolution steps while practicing effective communication skills.

Additionally, offering reps the chance to practice thoughtful problem solving allows leaders to give clear and effective feedback. Customer service leaders and training managers can evaluate practice scenarios with predetermined criteria to ensure their team focuses on the right  customer service skills  and gets the helpful feedback they need to improve their level of service. This also helps leaders identify reps who may need additional coaching.

When reps are properly trained in fundamental customer service skills and effective problem solving, they’re more prepared to address a customer’s issue. With intentional practice and continuous feedback loops from management, reps will be able to implement these steps with expertise and become customer service puzzle masters. The result is higher first-contact resolution rates, improved net promoter scores, and better overall business performance. That’s a puzzle worth solving.

World-class customer service teams use Lessonly by Seismic

Lessonly is powerfully simple training software that helps customer service teams learn, practice, and perform like never before. Managers and trainers deliver effective onboarding, proving ongoing training, and share best practices. The results? Effective team learning, happier employees, and extraordinary experiences. Learn more, and  demo Lessonly today .

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• Training and development:  Provide regular training sessions that cover various aspects of call center operations, communication techniques, customer handling, and product knowledge. These sessions can include role-playing exercises, simulations, and interactive workshops.
• Feedback and coaching:  Regularly provide constructive feedback to agents based on call recordings and interactions. Offer one-on-one coaching sessions to discuss strengths and areas for improvement and provide actionable suggestions for enhancing skills.
• Skill-specific workshops:  Identify specific skills that need improvement and conduct specialized workshops or training sessions for those skills. This could include workshops on active listening, conflict resolution, effective communication, etc.
• Shadowing and mentoring:  Arrange opportunities for newer agents to shadow experienced ones during calls. Mentorship programs allow agents to learn from seasoned colleagues and gain insights into handling various customer scenarios.
• Self-assessment:  Encourage agents to self-assess their performance by listening to their call recordings. This helps them identify areas for improvement in their communication, tone, and handling of customer inquiries.
• Mock calls and role-playing:  Organize mock call scenarios where agents can practice handling various customer situations. Role-playing allows them to experience real-time challenges and practice different approaches.
• Regular performance reviews:  Conduct regular performance reviews to assess agents’ progress, acknowledge their improvements, and set new goals for skill enhancement.
• Recognition and incentives:  Recognize and reward agents who consistently display improved skills. Incentives can motivate agents to engage in skill development actively.

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20 Customer Success Interview Questions to Hire CS Superstars in 2024

• May 14, 2024
• by steven-austin

Customer success managers (CSMs) are quickly becoming one of the most critical roles in the SaaS industry. A great CSM is part product expert, part customer champion, and part strategic advisor, responsible for driving customer retention, loyalty and growth. In fact, a recent study found that companies with a dedicated CS team see a 24% lower churn rate .

But with the demand for top CS talent at an all-time high, how can you ensure you‘re hiring the right people to fill this crucial role? The key is to ask targeted customer success interview questions that assess the specific skills, traits, and experience predictive of CSM success.

As a seasoned SaaS leader who has built multiple high-performing CS teams, I‘ve learned that getting the hiring piece right is essential to hitting ambitious retention and growth goals. Building a strong CS team starts with a strategic interview process centered around the right questions.

In this post, I‘ll share my top 20 customer success interview questions for 2024, grouped by the core competencies they evaluate. I‘ll dive into why each question is important, what to listen for in candidate responses, and the red flags to avoid.

Armed with these questions and insights, you‘ll be well-equipped to make your CS team‘s next great hire – and drive serious results in 2024 and beyond. Let‘s dive in!

Evaluating the Core Skills of Top-Performing CSMs

When assessing CSM candidates, you‘ll want to hone in on the key skills that most closely correlate with on-the-job success. Based on my experience, as well as SaaS industry data , there are five core competencies to prioritize:

Let‘s unpack each of these competency areas with example questions, ideal responses, and warning signs to watch out for:

Relationship Building Interview Questions

• Question: "Tell me about a time you turned an unhappy customer into a raving fan."

What to Listen For:

• Ownership and accountability for customer‘s experience
• Specific steps taken to understand root of customer‘s frustration
• Creative solutions or gestures offered to rebuild trust
• Ongoing effort to strengthen relationship over time
• Placing blame on the customer or other departments
• Only doing the bare minimum to appease customer
• No proactive steps taken to prevent similar issues in the future
• Question: "How do you balance building friendly customer relationships with driving their business outcomes?"
• Acknowledgement that a CSM‘s ultimate goal is customer‘s success, not just being liked
• Specific examples of friendly rapport translating into deeper customer trust/advocacy
• Use of rapport to have difficult conversations that move customer forward
• Overly focused on being liked vs. driving results
• Avoids tough conversations that are in customer‘s best interest
• Unable to articulate how relationships lead to retention/growth

Communication Interview Questions

• Question: "Explain [complex product feature] to me as if I were a new customer."
• Avoids jargon and uses clear, plain language
• Starts with the "why" behind the feature and explains benefits
• Answers potential objections or FAQs
• Checks for understanding and invites questions
• Overly technical explanation that would confuse a layperson
• Focuses solely on features vs. benefits
• Seems annoyed or impatient by "basic" questions
• Question: "Tell me about a time you had to communicate a product limitation or challenge to a customer."
• Prepared in advance and practiced the message
• Owned the issue on behalf of the company vs. passing blame
• Acknowledged customer‘s feelings and frustration
• Offered a workaround or future solution
• Avoided the conversation or let it drag on too long
• Placed blame on the product/engineering team
• Became defensive or argumentative
• Didn‘t offer any kind of solution

Problem Solving Interview Questions

• Question: "What‘s the toughest customer problem you‘ve solved? Walk me through your process."
• Embraced the challenge vs. passing it off
• Asked probing questions to fully understand root issue
• Collaborated with other experts but owned the resolution
• Created detailed plan and communicated progress to customer
• Didn‘t stop until customer was fully satisfied
• Gave up at first roadblock and escalated to manager
• Brushed off or minimized customer‘s concern
• Took a band-aid approach vs. solving root problem
• Failed to communicate or follow through with customer
• Question: "How would you handle a customer who wants to use our product for something it wasn‘t built for?"
• Digs into "job to be done" behind request
• Brainstorms creative workarounds using existing features
• Brings in relevant product experts to weigh in
• Articulates limitations while reinforcing product‘s core value prop
• Collects details for formal feature request if needed
• Dismisses customer‘s request outright
• Makes promises or commitments they can‘t keep
• Fails to consult other internal experts for ideas
• Doesn‘t align feature request with product roadmap/vision

Technical Aptitude Interview Questions

• Question: "How would you compare our product to [top competitor]?"
• Demonstrates genuine curiosity about competitor‘s offering
• Focuses comparison on benefits to customer vs. features
• Acknowledges competitor‘s strengths while articulating our unique value prop
• Cites specific customer examples of why they chose us
• Makes claims about competitor‘s product without evidence
• Engages in subjective mud-slinging vs. objective comparison
• Can‘t articulate our core differentiators
• Seems threatened by competitor vs. confident in our position
• Question: "What resources do you use to stay up-to-date on industry trends?"
• Proactively seeks out industry publications, blogs, podcasts etc.
• Attends relevant webinars, conferences, and events
• Participates in online CS and SaaS communities
• Regularly connects with other CS leaders to swap learnings
• Distills key takeaways and applies them to their work
• Claims they "don‘t have time" to stay current
• Relies solely on information passed down from manager
• Can‘t name any specific industry resources
• Doesn‘t have an opinion on key trends

Collaboration Interview Questions

• Question: "Tell me about a time you partnered with another team to solve a customer issue."
• Took initiative to loop in other stakeholders early
• Clearly articulated situation and needs to other team
• Welcomed outside ideas and perspectives
• Negotiated win-win solution that worked for customer and company
• Gave credit and thanks to collaborators
• Waited until situation escalated to involve others
• Approached collaboration as a zero-sum game
• Dismissed input or feedback from other teams
• Took all the credit for joint effort
• Question: "How would you approach getting buy-in from product on a feature request?"
• Starts by pressure-testing request to ensure it aligns with broader needs
• Comes prepared with data on customer impact and use cases
• Articulates request in terms of jobs to be done vs. specific features
• Suggests phased approach or MVP to test value
• Open to product‘s roadmap and constraints
• Assumes every customer request should be prioritized
• Fails to gather supporting data and examples
• Demands vs. collaborates with product team
• Approaches request as one-off vs. scalable solution

Tips for an Effective Customer Success Interview

Asking the right questions is a great start, but it‘s equally important to create a welcoming interview environment that brings out the best in candidates. Here are a few tips to keep in mind:

1. Have a scorecard: Create a list of target attributes and skills to consistently evaluate candidates against (see example in Table above). Be sure to include "culture add" qualities that will bring new perspectives to the team.

2. Listen more than you talk: Resist the urge to jump in and "sell" the role. Give candidates plenty of space to share their stories and ideas. Pay attention to how well they listen, too.

3. Ask for specific examples: For each question, push candidates to give a concrete example from their experience. Hypotheticals are okay, but real situations will give you better insight into how they approach their work.

4. Include a mock customer scenario: Consider ending the interview with a quick role play where the candidate has to explain a product concept or handle a common customer objection. This will give you a glimpse into how they think on their feet.

5. Provide an excellent candidate experience: Remember that a CSM interview is a two-way street. Candidates are assessing your company‘s culture and values too. Make sure every interaction reflects the kind of experience you want your customers to have.

The Bottom Line

Interviewing is both an art and a science, especially for a complex role like customer success. While there‘s no foolproof formula, asking targeted questions that get at the core competencies of top CSMs will significantly increase your odds of making a great hire.

Beyond these questions, the most important thing is to create an open, human-centered interview process that gives candidates a true feel for your company. Because at the end of the day, your customer success team‘s ability to build real, lasting relationships – both internally and externally – is what will make or break your retention and growth goals.

Now that you have the tools to make a smart CSM hire, it‘s time to put them into practice. If you have other go-to interview questions that have worked well, I‘d love to hear them – share in the comments! And if you‘re in the thick of the CS hiring process, I‘m rooting for you. With the right people on your team, I‘m confident 2024 will be the year of customer success.