Foreword: A Practical Guide To Delivering Excellent Customer Service
Foreword: A Practical Guide To Delivering Excellent Customer Service
Foreword: A Practical Guide To Delivering Excellent Customer Service
Foreword
The Hong Kong Association for Customer Service Excellence was formed in February
2000. In pursuance of the Association's objective to promote customer service excellence
in Hong Kong, we have embarked on a series of research projects aimed at identifying
best customer service practices in Hong Kong’s leading service organizations.
The first research, involving some 600 customers and nine organizations from different
service sectors renowned for their exemplary service performance, centred on "The Best
Organization Structure and Human Resource Practices for Delivering Excellent Customer
Service". The findings of this study are summarized in this document – "A Practical
Guide to Delivering Excellent Customer Service". It is written in a readable and easily
comprehensible format so that it can serve as a ready reference for service organizations
in Hong Kong of any size and business nature.
Allan CHIANG
Chairman
Hong Kong Association for Customer Service Excellence
February 2001
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A Practical Guide to Delivering Excellent Customer Service
Founding Members
(In alphabetical order)
Centaline Property Agency Limited
CLP Power Hong Kong Limited
Dah Chong Hong (Motor Service Centre) Limited
Hewlett-Packard Hong Kong Limited
Hongkong Post
Motorola Asia Pacific Limited
Pacific Century CyberWorks
Pacific Century Insurance Company Limited
Shell Hong Kong Limited
The Kowloon Motor Bus Company (1933) Limited
Honorary Patron
Mr. CHAU Tak Hay
Secretary for Commerce and Industry
Commerce and Industry Bureau
Honorary Advisor
PricewaterhouseCoopers
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A Practical Guide to Delivering Excellent Customer Service
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A Practical Guide to Delivering Excellent Customer Service
Acknowledgement
The Executive Committee would like to thank sincerely the organizations and the
interviewees participating in the research. Without their invaluable input, this project
could not be completed. We would also like to express our appreciation of the
professional work done by Dr. Geoffrey Tso of the City University of Hong Kong and
Mr. Jack Poon of Integrated Management System Consulting in the design of the research
and carrying out the field work on behalf of the Association.
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A Practical Guide to Delivering Excellent Customer Service
CONTENTS
Training
Personal Development
Guidelines and Tools
- Intranet
- Control and Monitoring
- Performance Appraisal
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A Practical Guide to Delivering Excellent Customer Service
After customer needs and expectations are identified, customer satisfaction must be monitored
and the findings used to generate improvements. Proactively conducting customer satisfaction
surveys also generates a positive impression on customers about the organization’s interest in
them.
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A Practical Guide to Delivering Excellent Customer Service
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A Practical Guide to Delivering Excellent Customer Service
Organizations also rely on the judgment of management, systematic evaluation and selection
procedures.
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A Practical Guide to Delivering Excellent Customer Service
Organization
Vice-President
Accounts Line
Manager Supervisor
CS Support
This structure will ensure the focus on customer or market and keep the organization aware of
changes in customers’ needs and expectations/preferences.
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A Practical Guide to Delivering Excellent Customer Service
Empowerment
Frontline staff are trained to perform as customer champions capable of using good judgment
when quick action is needed to satisfy a customer or to diffuse a potentially difficult situation.
Empowerment provides frontline staff with the necessary authority to resolve on the spot most or
all problems with customers, eliminating the need for a customer to complain beyond the first
personal contact. Empowerment also motivates frontline staff to exceptional performance.
TIPS ON EMPOWERMENT
1. The frontline staff doing the job know best how to handle a potential conflict. Use their
knowledge and experience (e.g. by asking for their input on the potential impact on customer
service of changing rules).
2. Problems should be solved at the lowest competent level in an organization.
3. Different empowerment levels should be defined according to different customer value
models (i.e. low, medium or high). In case of customers’ “severe dissatisfaction”, escalation
to a higher value may be justified.
4. The empowerment authorization should be reviewed subject to market forces.
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A Practical Guide to Delivering Excellent Customer Service
The motivation of frontline staff to improve performance and productivity is important. After all,
it is the frontline staff, not senior management, who deal directly with the customer every day.
Employees are also motivated by recognition in the form of bonuses or awards and praise.
Positive reinforcement by senior management can be just as effective as bonuses.
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A Practical Guide to Delivering Excellent Customer Service
Service Pledge
Aimed at providing customers with the best possible service, a Service Pledge guarantees
customers a specific level of service commitment. This delivers a clear message to frontline staff
regarding the importance of customer satisfaction and also demonstrates the organization’s
commitment to customers.
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A Practical Guide to Delivering Excellent Customer Service
Communication
TIPS ON COMMUNICATIONS
1. Typical special events include Customer Service Week, competitions, visits to other
organizations or vice versa, etc.
2. A company intranet contains information about:
- Our company
- Our customer service culture
- Pay and benefits
- Performance and development
- Staff Corner
- Feedback channels
- Compliments
3. Our Customer Service Culture describes:
− What our customers want
− What our customers get
− Our commitment to providing excellent service
− Examples of how to exceed customers’ expectations
4. Screen-savers are capable of continuously conveying customer service messages, such as
individual achievements, e.g. Employee of the Month, company news, discount merchandise,
etc.
5. A 10-minute briefing each morning before opening or during shift changes is an effective
way to remind frontline staff of the skills and behavior they need to apply.
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A Practical Guide to Delivering Excellent Customer Service
Escalation Management
Complaints are best resolved when and where they happen, before they breed negative word-of-
mouth advertising or escalate to a higher level. Escalation management is particularly important
when dealing with Corporate/Enterprise customers. Frontline staff must be trained and provided
with guidelines and tools to prevent escalation.
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A Practical Guide to Delivering Excellent Customer Service
Training
Successful customer-oriented organizations devote considerable resources to training and
developing their employees. Training assists in developing a service-oriented culture within the
organization and equips frontline staff with the tools they need to deliver excellent customer
service, which will earn customer satisfaction and loyalty and, ultimately, improve productivity.
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A Practical Guide to Delivering Excellent Customer Service
TIPS ON TRAINING
1. Training needs analysis and the corresponding training plans are prepared in advance; for
example, at the beginning of the fiscal year (as opposed to completing training records after
training has been conducted).
2. Prioritize “must do” and “nice to do” training and conduct programs accordingly.
3. All new employees are required to attend induction training, with induction CD-ROMs
available for new employees in the interim.
4. New employees are not allowed to serve customers before they have been trained.
5. It is helpful to use facilitators to train the trainers who will be responsible for conducting the
actual training. Using a facilitator is usually effective for workshop types of training.
6. Organize outdoor training activities (e.g. rock climbing, outward bound trips, etc) to focus on
team building, leadership development, development of self-confidence and problem solving.
7. A successful organization normally commits a certain percentage of its budget to training.
8. Self-learning is an effective way to stretch an organization’s training budget.
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A Practical Guide to Delivering Excellent Customer Service
Personal Development
Organizations that emphasize training and personal development enjoy competitive advantages in
attracting new employees and retaining good people. A clear mandate for personal development
also increases employee morale and motivation.
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A Practical Guide to Delivering Excellent Customer Service
Intranet
Most companies have an IT department that designs a company intranet as an effective means of
communication. Training on use of the intranet also provides new opportunities for flexible and
readily accessible training, i.e. on-line training programs.
TIPS ON INTRANET
1. Company priorities include sites for:
− Customer expectations
− Customer experiences
− The organization’s commitment to service
− Who are your customers?
− Communication (Telephone; Fax; Letter) handling guidelines
− Exceeding customer expectations
2. Staff Corners include sites for:
− Career connection
− Ethics policy
− Inspiring tips
− Experience sharing
− Feedback channel
− Training courses
− Web applications
− Employee portal
− Recommended book list
3. Employee Portals contain:
− Information to alert staff regarding training and performance ranking status
− Individual job descriptions and specifications
− Performance evaluation results
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A Practical Guide to Delivering Excellent Customer Service
To ensure the best possible customer service is provided, actual service delivery by frontline staff
is monitored continuously and the results are reviewed and analyzed.
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A Practical Guide to Delivering Excellent Customer Service
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A Practical Guide to Delivering Excellent Customer Service
Performance Appraisal
Performance appraisals are conducted to provide managers and frontline staff with an opportunity
to review their performance relative to defined service standards, thus providing feedback to
eliminate service deficiencies and reinforce excellent performance. Performance appraisals are
also an important element of the career planning process because they are used to develop an
employee’s career plan in light of demonstrated strengths and weaknesses.
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A Practical Guide to Delivering Excellent Customer Service
In addition to compensation, most organizations provide some form of company benefits, which
must be carefully planned to meet employees’ needs.
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A Practical Guide to Delivering Excellent Customer Service
Call Centre
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A Practical Guide to Delivering Excellent Customer Service
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A Practical Guide to Delivering Excellent Customer Service
Retail Outlet
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A Practical Guide to Delivering Excellent Customer Service
Website
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