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Customer Service Exam Review Notes Chapter 8-12, Exams of Customer Relationship Management (CRM)

If you want to pass the customer service class with an A grade, here is the exam review note. It covers chapters 8-12. I also sell review notes for chapters 1-4, and chapters 5-7.

Typology: Exams

2022/2023

Available from 04/27/2023

buonbansanpham
buonbansanpham 🇨🇦

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4 communication process:
+ sender encoding process
+ communication channel
+ receiver decoding process
+ feedback
6 basic elements of communication model:
+ sender
+ receiver
+ message
+ channel
+ shared understanding
+ feedback
2 mixed message meanings – nonverbal contradict verbal:
+ verbal – positive
+ nonverbal – negative
3 communication styles:
+ aggressive => closed-minded, poor listener, fosters resistance, defiance, retaliation, show lack of respect
other’s rights, sarcasm, insult others, demand, difficulty see other’s point of view, interrupt, tend to talk over,
win at any cost, humiliate, dominate others, make choice for others
+ passive => indirect, hesitant to say what’s on their mind, tend to agree externally while disagree internally,
avoid or ignore problem, allow others to make choice for them, believe others more important, beat around
the bush to make a point, become resentful later
+ assertive => effective active listener, open to negotiate, bargain, compromise in ways that everyone wins,
exercise their rights without denying other’s rights, honest, direct, body language
6 communicate with customers use assortment of question types:
+ open questions
+ closed questions
+ probing questions – open and closed.
+ alternative choice questions – closed. Ex: would you like coffee or tea?
+ leading questions – closed. Ex: it is, isn’t it? Right?
+ direct questions – open and closed
Bombardment approach - closed:
+ ask a lot of questions in a short period of time, put customers on defensive
When writing business documents:
+ identify the audience, tailor message accordingly.
+ write clearly with purpose in mind.
+ present your message in concise, easy-to-understand, grammatically correct.
+ use proper tone like confident, positive, courteous
“the word listen contains same letters as the word silent” – Stephen Covey
“most people don’t listen with the intent to understand, they listen with the intent to reply” – Stephen Covey
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Download Customer Service Exam Review Notes Chapter 8-12 and more Exams Customer Relationship Management (CRM) in PDF only on Docsity!

4 communication process:

  • sender encoding process
  • communication channel
  • receiver decoding process
  • feedback 6 basic elements of communication model:
  • sender
  • receiver
  • message
  • channel
  • shared understanding
  • feedback 2 mixed message meanings – nonverbal contradict verbal:
  • verbal – positive
  • nonverbal – negative 3 communication styles:
  • aggressive => closed-minded, poor listener, fosters resistance, defiance, retaliation, show lack of respect other’s rights, sarcasm, insult others, demand, difficulty see other’s point of view, interrupt, tend to talk over, win at any cost, humiliate, dominate others, make choice for others
  • passive => indirect, hesitant to say what’s on their mind, tend to agree externally while disagree internally, avoid or ignore problem, allow others to make choice for them, believe others more important, beat around the bush to make a point, become resentful later
  • assertive => effective active listener, open to negotiate, bargain, compromise in ways that everyone wins, exercise their rights without denying other’s rights, honest, direct, body language 6 communicate with customers use assortment of question types:
  • open questions
  • closed questions
  • probing questions – open and closed.
  • alternative choice questions – closed. Ex: would you like coffee or tea?
  • leading questions – closed. Ex: it is, isn’t it? Right?
  • direct questions – open and closed Bombardment approach - closed:
  • ask a lot of questions in a short period of time, put customers on defensive When writing business documents:
  • identify the audience, tailor message accordingly.
  • write clearly with purpose in mind.
  • present your message in concise, easy-to-understand, grammatically correct.
  • use proper tone like confident, positive, courteous “the word listen contains same letters as the word silent” – Stephen Covey “most people don’t listen with the intent to understand, they listen with the intent to reply” – Stephen Covey

Why listen?

  • gather information to understand
  • connect rapport and empathy
  • get to yes You learn 85% of what you know by listening. You remember only 20% of what you hear. You get distracted 75% of the time. Listening is an active learned process, consist 4 phases:
  • receive or hear message => passive phase
  • attend – decode or sort out what’s important
  • comprehend or assign meaning
  • respond – feedback 3 levels of listening:
  • level 1 – good listener, suspend judgment, empathetic to other’s feelings, can see issues from other’s point of view
  • level 2 – listener, mainly focus on words but not fully understand what it mean => misunderstanding, incorrect actions, loss of time
  • level 3 – listener but daydreaming, give premature reply, fake attention while thinking of other matters Selective listening is ineffective listening means:
  • hear only what you wanna hear – sort out what’s not important or not interesting
  • occur because of the day you’re having, or because someone say something you don’t wanna hear. 5 characteristics of good listener:
  • empathetic
  • understanding
  • objective
  • patient
  • attentive 4 service-oriented communication:
  • frame questions in respectful manner
  • remain calm & centered despite communication challenges
  • take full responsibility for bringing communication full-circle
  • set right any misunderstanding “you can’t expect your employees to exceed the expectations of your customers if you don’t exceed the employees’ expectations of management.” – Starbucks chairman “We are what we repeatedly do. Excellence is not an act but a habit” – Greek philosopher “etiquette is the science of living. It embraces everything” – American writer “Regardless of the changes in technology, the market for well-crafted messages will always have an audience”
  • marketing consultant Actual words: 7% Vocal: 35% Non-verbal: 58%

3 importance of body language:

  • is crucial communication tool for delivering great customer service
  • people believe non-verbal signals than words, such as frown or lazy posture
  • will give you a big advantage when serving diverse customers 4 body language cues:
  • openness and warmth:
  • open lip smiling
  • open hands with palms visible
  • confidence:
  • lean forward
  • keep chin up
  • nervous:
  • smoke
  • whistle
  • fidget or wring hands
  • untrustworthy or defensiveness
  • frown
  • squint
  • clench hands Avoid wearing:
  • casual clothes
  • sandals, flip flops
  • poorly fit clothes, shoes
  • flashy clothes, jewelry
  • too much makeup
  • stained, wrinkle clothes
  • heavy perfume
  • jeans 3 Dress code shows:
  • business’s public image
  • safety standards
  • the nature of work performed by employees 5 Soft skills:
  • punctuality
  • positive attitude
  • cooperation
  • self-discipline
  • dependability 4 basic call process:
  • stay close to the phone to answer by 3rd^ ring
  • be courteous and polite with each caller
  • use computer or paper and pencil to take note
  • bring closure to the call

Avoid business etiquette blunders:

  • use firm handshake when introducing to customer
  • never interrupt when they speak, speak only when they stop talking
  • smile, make eye contact with customers because it makes them feel recognized Business casual dress code suggested:
  • slacks, pants, suit pants:
  • cotton or synthetic material pants, wool pants, flannel pants, dressy capris
  • skirt, dress, skirted suits:
  • which are split at or below the knee. The length should be comfortable to sit in public
  • shirts, tops, blouses, jacket, sweaters, golf-shirts, turtleneck:
  • are acceptable, suit jacket, sport jacket
  • shoes, footwear:
  • athletic shoes, walking shoes, loafers, sneakers, boots, flats, heels, leather deck-type shoes
  • hats, head cover:
  • head covers for religious purpose, to honor cultural tradition
  • hair:
  • hair should be neat, color is natural looking, complementary to the complexion.
  • nails - short, clean, one-tone polish like light pink or earth tone
  • makeup:
  • subtle, pair with skin color, natural shades
  • jewelry:
  • in good taste, not flamboyant, colorful silk scarves, pins, bracelets
  • perfume - light smell
  • facial piercing, body tattoo:
  • eye brown ring, tongue ring removed
  • tattoo covered Business casual dress code NOT suggested:
  • slacks, pants, suit pants:
  • jeans, sweatpants, exercise pants, Bermuda shorts, shorts, bib, leggings, spandex
  • skirt, dress, skirted suit:
  • short, tight skirt that halfway up the thigh, mini skirt, skorts, sun dress, beach dress, spaghetti-strap dress
  • shirts, tops, blouse, jacket:
  • tank top, midriff top, shirts with offensive words, terms, logos, pictures, cartoon, slogan, halter top, tops show shoulders, sweatshirt, t-shirts
  • shoes, footwear - flashy athletic shoes, thongs, flip flop, slippers, shoe with open toe
  • hat, head covers - hat
  • facial piercing, body tattoo - eye brown ring, tongue ring 5 transferring call strategy:
  • state what u can do
  • avoid using the word “transfer”
  • pass along customer info to the next person
  • stay on the line
  • don’t transfer customer if that’s his prefer 57% customers feel CSR are clueless

10 listening techniques:

  • stay present, don’t let your mind wander
  • make eye contact to show your interest
  • ask questions for clarify if you don’t understand
  • acknowledge feeling
  • restate or rephrase to make sure you get info what they said
  • seek first to understand, then be understood before state your thoughts to make sure understand totally
  • give non-verbal feedback, smile, nod, frown, shrug your shoulders, raise your eyebrows
  • silence, give a time to make sure speaker finish talking
  • take in all info both verbal & non-verbal
  • get permission, ask if they’re looking for advice 5 baseline of service performance standards:
  • operation management
  • service level
  • CSR quality & productivity
  • employee satisfaction
  • customer satisfaction Example of measurable standards in customer service:
  • online customer inquiry got answered within 5 minutes of their receipt
  • credit on product return got posted to customer accounts within 24 hours of receipt
  • customer complaints involve $500 or less got 1st^ call resolution status 4 work-oriented skills:
  • learns about products & services
  • occupational & technical knowledge
  • assess customers’ needs
  • meets customers’ needs & provides ongoing support 6 worker-oriented skills:
  • reading
  • writing
  • speaking
  • math
  • gathering & analyzing info
  • making decisions & judgment 3 phone or voice technology:
  • internet voicemail service – message sent to email as audio clip
  • voice over internet protocol (VOIP) – skype, google talk…
  • voice response system – allow customers to interact via voice recognition or telephone keypad Benchmark compare your service standards to your peers to:
  • analyze how other business achieve their results
  • use this info to improve performance Benchmark allows to keep up with best practice in your industry

5 web-driven service technology:

  • chats – allow agent to approach customers while they’re online, offer assistance, usually thru pop-up request
  • online forum - allow users to share info, post responses to one another in online discussion group
  • blog – consist of millions of online journals linked together in vast network
  • cloud app – software application access via internet, not physically installed on person or business computer system (gmail, twitter, skype, facebook)
  • email – ongoing service technology used to exchange written electronic message 5 setting service standards:
  • specific – stated in numbers
  • measurable
  • attainable
  • realistic
  • time frame Education, certification, training, rewarding:
  • certification demonstrates commitment to professional development
  • training is an investment by company, employee
  • empowerment gives employees authority to provide exceptional service, a motivational tool
  • reward CSR – money, bonus, employee of the month or year, recognition Which of following terms mean to seek to understand another person’s position without personally getting emotionally involve?
  • empathy Which of following is NOT element of communication model?
  • encoding 9 professional performances:
  • demonstrate teamwork
  • offer to help someone
  • take ownership of problem
  • make suggestion for cost saving
  • teach someone something to improve results
  • go above and beyond call of duty
  • provide excellent customer service
  • make suggestion for increase productivity
  • find potential problem, fix it 2 ways to determine quality of CSR – customer relation:
  • review email for consistency & core value – gather email & written response from CSR to review for grammar, spelling, polite, effective presentation, scan documents for whether they fit words or statement to describe company
  • monitor customer service calls – listen unobtrusively to CS calls, the tone & manner of CSR Aggressive - put others down, has know-it-all attitude, doesn’t show appreciation, bossy – frown, squint eyes critically, critical, use loud tone of voice - you must, should, better, ought…don’t ask why. Just do it

5 common negative language:

  • expression suggest carelessness – you neglected to specify… you failed to include… you overlooked enclosing
  • phrase suggest the person’s lying – you claim that… you say that… you state that…
  • expression imply that the receiver isn’t too bright – we can’t see how you… we fail to understand… we’re at a loss to know…
  • demand phrases imply coercion & pressure – you should… we must ask you to… we must insist that you…
  • phrase might be interpreted as sarcastic or patronize – no doubt… we will thank you to… you understand of course 4 negative language characteristic:
  • it tells the receiver what can’t be done
  • it has subtle tone of blame
  • include words such as can’t, won’t, unable to which tell receiver what sender can’t do
  • doesn’t stress positive actions that would be appropriate 4 positive language characteristic:
  • it tells the receiver what can be done
  • suggest alternative, choice available to receiver
  • sounds helpful, encourage rather than bureaucratic
  • express positive action, consequence can be anticipated Body language meaning:
  • brisk erect walk – confident
  • stand with hands on hips – aggressive, readiness
  • arm crossed over chest – defensive
  • walk with hands in pockets, shoulders hunched – dejection
  • put hand to cheek – evaluation, thinking
  • clasp (squeeze) hands behind back – anger, frustration, apprehension
  • rest head in hand, eye downcast (bored) – boredom
  • rubbing hands – anticipate
  • gesture with open palm – sincerity, openness, innocent
  • pinch bridge of nose, eyes closed – negative evaluation
  • tap or drum finger – impatent
  • tilt head – interest
  • stroke chin – try to make decision
  • look down, face turn away – disbelief
  • bite nails – insecure, nervous First minute impression has: 7% impression from words, 93% impression from pitch, rate, paralanguage (speed, intonation, volume), body language, voice quality, amplitude 4 ways to handle irate caller:
  • tell customer the problem is important to you – thank you for bringing this matter to our attention
  • express sense of urgency & ownership regard the problem – I’ll take care of this right away
  • apologize at least twice – 1 on hearing problem, 1 after finding solution
  • always thank customers sincerely for doing business with your company

8 telephone tips:

  • use welcoming words – I’ll be glad to help you – to make customers feel confident
  • use their name often – to recognize, make them feel better
  • maintain enthusiastic, personable tone – speak distinctly, clearly with the speed, volume
  • be flexible – they want to know what you can do, first call resolution is the goal
  • avoid negative, control words – problem, complaint, you should have…
  • give verbal clues to show you’re active listen – I see… please tell me more
  • promise to call back on unsolved problem, follow thru – I don’t have the answer yet, but I’m still researching it – if the problem involves some research for facts, let person know you’ll call back before the end of the day 5 positive customer-friendly voicemail systems:
  • stay on top of it – update your voicemail always, state the date, inform callers the messages are checked
  • avoid voicemail jail – when callers bounce from message to message but can’t reach live person, give easy way to transfer directly to receptionist
  • keep greeting & instruction short – 5 seconds for greeting, 15 seconds for instructions
  • attempt to give instructions same way every time – state action first, then correct key to press
  • don’t make technology villain – shouldn’t avoid phone calls, they expect you answer 6 phone language:
  • introduce yourself – this is… good morning, …. Speaking
  • ask who’s on the phone – may I ask who is calling? – excuse me, who is calling please?
  • ask for someone – may I have extension 321? – is Charles available?
  • connect someone – I’ll put your call through – please hold while I connect you
  • take message – may I tell him who is calling? – would you like to leave a message?
  • reply when someone isn’t available – I’m afraid tom isn’t available at the moment – I’m sorry, but tom’s line is busy 3 ways using voice effectively:
  • use steady moderate rate of speech
  • never allow your voice to become over loud or shrill
  • increase energy in your voice How to leave a message:
  • state your name, date and time, your company name, why you are calling
  • state what you want the receiver do
  • say thank you, feel free to call me back at this number, tell number slowly and clearly, state number again