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Building Better Customer Relationships with Text Messaging

Customer engagement is constantly evolving and the trend towards more customer-centric experiences hasn’t slowed. Businesses are increasingly having to provide faster, easier, and more friendly ways of initiating and responding to customer’s inquiries.

Businesses that adapt to this continually changing environment will ensure they deliver superior service along with desirable products, thus boosting engagement rates.

This is where customer engagement strategies based on text messaging enter the picture. This mode of communication has overtaken traditional methods, like phone and email, as consumers prefer the ease, convenience, and hassle-free nature of text messaging.

Texting isn’t just for friends and family anymore and consumers are choosing this channel more often as it fits their on-the-go lifestyle.

The move to text messaging is a part of this new era of building customer relationships, and both businesses and consumers can benefit.

The old customer engagement marketing strategies are fading

As recently as two decades ago, the world of business and customer service was a completely different place. Company agents and representatives used forms of customer engagement like trade shows, promotional emails, letters, and phone calls to promote their products and services.

While these methods are still used in a wide range of industries, many companies today are turning to new ways of maintaining customer loyalty.

According to the Pew Research Center, about 96% of Americans own a cell phone of some kind. Text messaging is a highly popular form of communication in people’s everyday lives. As such, it only seems natural that companies would use texting as a service, sales, and marketing tool. Their results have been astounding, and that’s what we’ll explore in the next section.

The advantages of digital customer engagement strategies

While sending text messages to customers may be a new frontier for many companies, businesses are finding the personal, casual nature of this medium is part of what makes it so effective.

Some of the benefits that come with text-based customer service include:

Hassle-free customer service access

Consumers love instant messaging because it’s easy and allows them to engage, ask questions, and get information without having to make a phone call or meet face-to-face.

One of the hallmarks of our increasingly digital world is how hard businesses work to make things easy – think of 1-click shopping on Amazon (you don’t have to click two buttons), how smartphones enable contactless payment (you don’t have to pull your card out), the way Alexa responds to voice commands (you don’t have to click anything), and the way Netflix automatically plays the next episode of a show you’re binging (you don’t even have to move).

These expectations are becoming more ingrained in the minds of consumers, especially young ones, and they are unlikely to be enthusiastic about needing to call an agent or go into the store to resolve any problems they have.

Timely responses and service

Few things turn a customer off faster than sending an email or making a phone call, then having to wait days for a response. With text message customer service, you can stay connected 24/7 and provide timely responses and solutions. Artificial intelligence is one customer engagement technology that will make this even easier in the years ahead (more on this below).

The personal touch

Customers are more likely to stick around if they believe you care about their personal needs. Texting will allow you to take a more individualized approach, communicating with customers in the same way they might communicate with friends. This stands in contrast to the stiffer, more formal sorts of interactions that tend to happen over the phone or in person.

A dynamic variety of solutions

Text messaging provides unique opportunities for marketing, sales, and customer support. For example, you might use texting to help troubleshoot a product, promote new sales, send coupons, and more.

None of these things are impossible to do with older approaches to customer service but think of how pain-free it would be for a busy single mom to ask a question, check the reply when she stops to pick up her daughter from school, ask another question, check the new reply when she gets home, etc. This is vastly easier than finding a way to carve three hours out of the day to go into the store to speak to an agent directly.

To make these ideas easier to digest, here is a table summarizing the ground we’ve just covered:

The Old Way The New Way
Method of Delivery Phone calls, pamphlets, trade shows, face-to-face conversations Text messaging
Difficulty Requires spending time on the phone, driving to a physical location, or making an appointment. Only requires a phone and the ability to text on it.
Timeliness Can take hours or days to get a reply. Replies should be almost instantaneous.
Personalization Good agents might be able to personalize the interaction, but it’s more difficult.  Personalizing messages and meeting a customer on their own terms because natural and easy.
Variety Does offer ways of solving problems or upselling customers, but only at the cost of more effort from the agent.  Sales and customer support can be embedded seamlessly in existing conversations, and those conversations fit better into a busy modern lifestyle.

​​Why this all matters

These benefits matter because 64% of Americans would rather receive a text than a phone call. It’s clear what the consumers want, and it’s the business’s job to deliver.

Because text messaging can help you engage with customers on a more personal level, it can increase customer loyalty, lead to more conversions, and in general boost engagement rates.

What’s more, text-based customer relationships will likely be transformed by the advent of generative artificial intelligence, especially large language models (LLMs). This technology will make it so easy to offer 24/7 availability that everyone will take it for granted, to say nothing of how it can personalize replies based on customer-specific data, translate between languages, answer questions in different levels of detail, etc.

Texting already provides agents with the ability to manage multiple customers at a time, but they’ll be able to accommodate far higher volumes when they’re working alongside machines, boosting efficiency and saving huge amounts of time.

Some day soon, businesses will look back on the days when human beings had to do all of this with a sense of gratitude for how technology has streamlined the process of delivering a top-shelf customer experience.

And it is exactly this customer satisfaction that’ll allow those businesses to increase profits and make room for business growth over time.

Request a demo from Quiq today

In the future, as in the past, customer service will change with the rise of new technologies and strategies. If you don’t want to be left behind, contact Quiq today for a demo.

We not only make it easy to integrate text messaging into your broader approach to building customer relationships, we also have bleeding-edge language models that will allow you to automate substantial parts of your workflow.

Request A Demo

13 Easy Ways to Build Customer Rapport with Messaging

Messaging is quick. It’s casual. It’s easy to breeze through the pleasantries and get straight to the point. But service agents still need to build customer rapport.

It’s harder to do over messaging, but it’s more important than ever—especially if your company does most of its business online. It’s easy for customers to change brands when things go wrong. In fact, 61% of customers say they’ll switch brands after just one bad customer service experience.

To bridge the digital divide, customer service agents need to build customer rapport with every interaction. With these quick ways to build rapport, you’ll also build customer trust and loyalty.

Continue reading to check out these 13 easy ways to build rapport.

1. To build rapport, start with introductions.

Start messaging conversations with a simple “Hello, my name is _______.” Just because messaging is the more casual channel doesn’t mean niceties go out the window.

Once you’ve introduced yourself, ask for the customers’ names as well. These simple touches are a fast way to put the customer at ease—and it’s one of the quickest ways to build rapport.

Quick tip: This goes for chatbots, too! Whether you name your bot or not, tell the customer they’re talking to AI. Being upfront leads to more trust and—you guessed it—better rapport.

2. Add call-to-text to your IVR.

Customers don’t want to wait on hold, but it happens. When you’re down a few agents or dealing with heavy call volume, give your customers another way to connect with call-to-text.

Adding call-to-text into your IVR menu makes it easy to transition to messaging and lets your customers go about their days while still getting assistance. They’re not stuck on hold, growing angrier by the minute.

3. Be where they’re most comfortable.

It’s hard to build rapport with customers that are in unfamiliar territory. For example, if your agents are only available via web chat (also known as live chat), but your customers are used to texting, this will immediately put up a wall between you. They’re adapting their communication methods to fit your business when it should be the other way around.

Instead, pick communication channels that your customers frequent. In fact, 53% of customers want to use communications channels that are familiar to them, according to Zendesk. When you pick channels they use to chat with friends and family, they’re more likely to connect with your brand.

Quick tip: Conversational AI platforms can help you manage multiple channels all from one central dashboard.

4. Offer a digital smile.

Most customer service advice starts with a smile—but how do you do that over messaging? It’s all about using a friendly tone in your writing. Show enthusiasm with exclamation points, emojis (if your brand voice allows), and quick responses.

5. Match customer’s conversation style.

For in-person conversations, they call it “mirroring.” It’s when you match the other person’s body language. (You’ve probably seen it taken to the extreme on TV for laughs.) Many people do it unconsciously, but it’s a handy way to instantly connect with people.

But how do you do this over messaging? Match their conversation style. If they’re writing out full formal paragraphs, give them thorough responses and avoid any slang. If they’re using text abbreviations, keep it short and casual. You could even throw in some emojis, but maybe avoid using your own abbreviations. (Too much room for miscommunications.)

6. Use the customer’s name.

You asked the customer’s name, so you should use it. People perk up at the mention of their own name, so using it to punctuate your messages will keep them interested in your responses.

This is especially helpful over messaging since it’s often asynchronous (both parties don’t need to be present at the same time). They’re probably going about their day or dealing with distractions, but the mention of their name will grab their attention so you can finish the conversation.

7. Be helpful—beyond answering questions.

Customer service is supposed to be helpful. But with the pressure to serve more customers in less time, and the metrics that reinforce it, agents can speed through conversations by doing the bare minimum.

Yes, speed is important—but so is being helpful! If you’re in the travel industry, provide some recommendations on what to do when your customers get to their destination. If you’re in retail, take a look at what the customer has bought in the past and offer some recommendations. Is there a better account-level tier they could take advantage of for your software? Suggest it!

And since 52% of customers are open to product recommendations for agents, according to Zendesk, it’s also a great opportunity for cross-selling and upselling (as long as you do it in the customer’s best interest). Customers will appreciate the advice and feel like you care about them.

8. A quick way to build rapport: personalize the conversation.

Always start with the customer’s name, but that’s not the only information you should use in your messaging conversations. According to McKinsey, 71% of consumers expect personalization—and 76% get frustrated when they don’t find it.

The less information you have to pull from the customer, the better. According to Zendesk, 72% of customers expect agents to have access to all relevant information. Go beyond simple account information, and look at data like:

  • Past purchases
  • Purchase frequency
  • Messaging preferences
  • Product preferences

Then you can design a conversation that feels personal and meaningful to your customers, making it an easy way to build customer rapport.

9. Let frustrated customers speak (or type).

We know customer service isn’t all sunshine and rainbows. When angry customers reach out via messaging, agents should tread lightly. While it’s easy to jump in with the next steps (typically a short apology and some kind of solution), that’s not the only thing the customer wants.

Frustrated customers typically want their issues validated first. That means letting them type out their frustrations before moving on. Once they’ve had the appropriate space to share their concerns, read their messages at least twice before responding.

10. Be specific.

The difficulty with messaging is that certain words and phrases can come off as rote and insincere. Saying “I’m sorry for the inconvenience” or even “We appreciate your business” sounds impersonal.

Instead, get specific to your customer’s problem. Say that you’re sorry that the lamp they ordered came damaged—especially since they’ve been eyeing it for months. Apologize that their package was delayed and that their daughter didn’t get her cleats in time for her first day of softball practice. Being specific will make customers feel more comforted and understood.

11. Veer off script to build rapport.

Whether you have an actual script or conversation guidelines to follow, it’s okay to throw it out the window—sometimes. Ask customers about their interests, mention that you love (and own!) the trousers they picked out, or compliment them on their destination choice.

Although you may have to work a little harder over messaging, these types of comments and compliments show customers that you’re a real person and you’re interested in them as a real person, too.

12. Keep your responses positive.

This is an old customer service trick that works very well over messaging, plus it’s a quick way to build rapport. Try to turn your phrases so that they remain positive, even if you’re saying something negative.

For example, instead of saying, “I don’t know the answer,” you can say something like, “Let me find that answer for you.” Or, instead of saying you can’t access the customer’s account without their credentials, ask for permission to access their account. It’s kind of like a Jedi mind trick. You’re saying the same thing, but customers see your responses more positively. They’re less likely to get upset or feel put out.

13. Do what you say you’re going to do.

The best way to build rapport and gain customer trust? Be trustworthy!

Not all customer service inquiries can be solved in one conversation. If agents have to elevate the conversation to a higher service tier, if you need to check with a manager, or if there are any other issues at play, be honest with the customer about when you’ll get back to them, and then do it. Even if you’re just checking in to let them know you’re still working on resolving the issue, make sure you stay in contact.

Quick tip: Use outbound messaging over email for faster communication—and to ensure the message doesn’t get lost in junk mail.

Put rapport at the forefront of your messaging strategy.

While messaging has many benefits, it does make it more difficult to build customer rapport. Customers can’t see your face, hear your tone of voice, or make eye contact during difficult conversations. But there’s still a place for relationship-building over messaging.

Yes, building rapport is possible with messaging. It takes thoughtful conversations and strategic tools to overcome the digital divide, but messaging can be a key pillar in your customer engagement strategy.

How to Provide Friendly Customer Service with Messaging

We frequently talk about metrics and tools and systems for providing excellent customer service. While those are all critical aspects of a great customer experience, there’s one simple thing to remember, above all else:

Start with friendly customer service.

And we don’t mean that fake-smile, roll-your-eyes-when-you-turn-your-back service from department stores of the past. We mean true, genuine, friendly customer service.

Let’s dig into what friendly customer service looks like in the digital age, and why it’s vital to business success.

Friendly customer service is critical—especially online.

As commerce moves more and more online, it gets harder to convey friendly service. Customers can’t see your bright shining face, they can’t discern your helpful tone of voice. But those aren’t the only reasons friendly service is so important.

Customers have more choices than they used to. Products and services are harder to differentiate, so many customers rely on other intangible ways to decide between brands. Customer service is a great way to stand out—and having friendly customer service could put you miles ahead of your competitors.

In Salesforce’s State of the Connected Customer report, customers ranked “Treat me as a person, not a number” as one of the top 3 actions that build trust. And 94% say how a company treats its customers influences their decision to buy.

Plus, customers’ opinions of customer service are often cumulative. Even small interactions add up to their overall perception of your brand. Customer experience was the top factor (43%) that drives customer loyalty for online shopping, according to a consumer survey from BrizFeel.

Keep reading for some friendly customer services tips.

What does friendly customer service look like over messaging?

Even this writer will admit it—enthusiasm can get lost over messaging. It’s easy to read helpful sentences as condescending or patronizing. And periods? Don’t even get us started.

But there are ways to appear more friendly through online customer service. Here are a few of them.

1. Start with a *digital* smile.

You’ve heard of service with a smile—and even how a smile comes through over the phone—but what does that look like for customer service messaging? It’s all about enthusiasm!

Start with an enthusiastic welcome and a few pleasantries if your customer’s time permits.

For example, start with something like this:

Hello! How are you this morning/afternoon/evening? What can I help you with today?

Even small variations from the standard, “Hi, how can I help you?” will make a customer feel less like a number and more like a person.

2. Use exclamation points!

Don’t be afraid to throw in exclamation points! At times, exclamation points have been controversial (do we use them in emails?), but messaging lends itself to more casual conversations. Use them, especially in intros and goodbyes (i.e., Hello! and Let us know if there’s anything else we can help you with!). Just be sure to pay attention to the customers’ sentiment. If they’re upset or angry, an exclamation point can rub them the wrong way.

3. Embrace emojis.

It’s hard for your customers to see or hear the tone in your text, so use emojis to help connect with them just like you would a friend. Okay, maybe not just like your friend. Avoid accidentally inappropriate emoji conversations by laying out which are and are not appropriate for your support staff to use.

As long as emojis fit within your brand voice, use them to punctuate a conversation, just like you would with real emotions in person. We’d stick with the simple smiley faces 😊 or a well-timed shocked face 😳.

4. Use sentiment check-ins.

It’s hard to tell when a customer is satisfied with the conversation, frustrated, or confused. Ask questions throughout the conversation to check in with them. Simple questions like “Do you have any questions?” or “Is that what you were looking for?” can help you assess how the customer is feeling.

You can also use conversational AI platforms to help track customer sentiment through written cues and even prioritize conversations based on it.

5. Use your manners.

Texting has shortened our written communications and eliminated a lot of the niceties of the past. But when you’re chatting with customers—it’s important to remember your manners. Say please when asking for information, and always say thank you after they’ve given it to you.

While many customers think manners are table stakes, it’s certainly worth repeating. Even though messaging is a much more casual communications channel, niceties work for every occasion.

6. Be mindful of customers’ time.

Your customers are busy! Although many digital communication channels are asynchronous (both you and the customer don’t have to be present at the same time), you want to keep conversations as short as possible—without losing that friendliness.

Sometimes that means skipping the small talk. While it works in person and sometimes over the phone, it rarely works over messaging. Asking about your customer’s day is fine, but if you’re getting short, clipped responses, that’s an indicator that they’re in a hurry. Most of the time, customers want to get in, get their questions answered, and get out. Respect that, and don’t draw out the conversations unnecessarily.

7. Respond as quickly as possible.

We know that this is a given (of course you’re responding quickly), but it’s important to remember. When you’re chatting with a friend, an instant response will always show more enthusiasm than one that comes 30 minutes later. Do your best to respond quickly to problems that your customers deem urgent.

Responding quickly is also more likely to reflect the pace of an in-person conversation, which customers might find more natural and friendly.

8. Don’t skimp on product knowledge.

When agents can’t answer questions, or spend the majority of their time searching for answers, friendly service can go out the window. While information is at your agents’ fingertips, they should still know as much about the business as possible.

Continually train agents on new products and services, along with ongoing soft skills training. It’ll keep agents on top of their product knowledge and keep them fresh and enthusiastic to serve customers better.

9. Be respectful.

It’s easy to get swept away in emotions, especially when agents have dealt with their 10th angry customer of the day. Customer service can be a difficult job, especially when customers are frustrated over products and services (or even with the world in general). While it’s easier said than done, agents should stay calm when chatting with customers.

Here are some ways to help agents get through tough conversations:

  • Step away if emotions get too high.
  • Loop in a manager or another support agent to help diffuse the situation.
  • Use role-playing to practice handling difficult situations.
  • Remember, it’s not personal.

Reducing agent stress will also help promote a more respectful environment for customers. When agents aren’t worried about meaningless metrics (only the important ones), or an unstable work environment, they’re much more likely to have friendly customer interactions. Only 15% of agents are extremely satisfied with their workload, according to Zendesk. That dissatisfaction will likely trickle down to your customers.

10. Be honest.

Ready for a cliche? Honesty is the best policy! Okay, maybe not always, but it’s certainly important when delivering friendly customer service.

Customers say communicating honestly and transparently is the #1 way to build trust, according to Salesforce. That means customer service reps should give real answers when customers ask why something went wrong and be upfront about internal mistakes.

Honesty also needs to be a top-down initiative. Agents can’t be open and honest with customers if they’re not getting the truth themselves. Incorporate honesty into every level of your organization and your customers will feel it.

Friendly customer service pays off.

Need some motivation to implement these friendly customer service tips? How about higher revenue?

According to Zendesk, 81% of customers are more likely to make another purchase after a positive customer service experience. There’s more:

  • 74% of customers are more likely to forgive a mistake after excellent customer service.
  • 70% have made a purchase decision based on customer service.
  • 61% say they would switch to a competitor after just one bad customer service experience.

Friendly customer service is the key to building brand loyalty—increasing revenue as a result.

Remember: Friendly service first.

If you only remember one thing from these friendly customer service tips, let it be that friendliness trumps most. It turns mistakes into opportunities, bad experiences into good ones, and good experiences into great.

Yes, metrics and tools and processes and surveys are all important aspects of running a working customer service center. But friendly agents with heart are what make it truly successful.

Are You Tracking These 10 Help Desk Metrics?

Metrics are the lifeblood of help desks and contact centers. Most help desk leaders are using a variety of metrics to measure their team’s performance, but which data should you track?

Data can help drive success, but collecting the wrong metrics (and too many) can cause overwhelm and unnecessary stress on your team.

Traditionally, a help desk refers to IT or internal support. Over time, people have expanded the use of the phrase to include a service desk, general customer support, and customer service teams.

We’ve put together the 10 most vital help desk metrics you should track. Keep reading to learn what they are and how you can use them to improve your customer service.

1. Ticket volume

Your basic metric: How many tickets does your helpdesk receive over a given period of time? Use this information to track busy periods and make important decisions like how many agents you should hire.

2. Ticket channel distribution

This metric helps you track where your tickets are coming from. Do most of your customers use live chat (or web chat)? How many tickets come from Apple Messages for Business? Knowing how many tickets come through each channel will help you allocate resources. You’ll also know which channels to spend more time training your agents on.

3. Response time

Response time measures how fast your agents first respond to customers. This is a big deal for your customer experience. In fact, 83% of customers expect to interact with someone immediately when they contact a company, according to Salesforce’s State of the Connected Customer report.

Response time expectations often vary between channels. For example, customers reaching out on web chat expect an answer within minutes (if not seconds). Yet with channels like SMS/text messaging or email, customers are more forgiving of slower response times.

4. Open tickets vs. resolved tickets

How many tickets are coming in each day and how many are being resolved? This is a good indicator of agent performance and workload. A healthy help desk team will see roughly the same number of new tickets and resolved tickets each day.

You can quickly identify a problem with your team by looking at this metric. Too many unresolved tickets could mean you need to hire more agents, spend more time on training, or redistribute work so that tickets get resolved faster.

5. Average resolution time

Your average resolution time is a vital metric for measuring your help desk’s performance. How long it takes to resolve a customer inquiry directly impacts the customer experience. Resolution times will vary depending on the complexity of the tickets and your industry, but faster is almost always better.

Be sure to include the total time from when a customer first submits a ticket to when the agent closes it out. Yes, this includes response times too!

6. Conversations per agent

Track how many conversations your agents can manage over a given time period. Identify which agents are taking the most calls to see how you can redistribute the workload.

In a similar vein, you can also track your agents’ utilization rate (time spent solving customer issues divided by total time working). This will tell you which agents are overworked and which have time for extra tasks. Here’s a quick tip: Never aim for a 100% utilization rate. You’ll burn out employees and leave no time for administrative tasks.

7. First-contact resolution rate

Your first-contact resolution rate (FCR) measures how many tickets are solved on the first try. Since 80% of customers expect to solve complex problems by speaking to one agent, according to Salesforce, tracking this metric helps you identify if you’re meeting customer expectations.

Getting customers quick and painless answers often comes down to agent training and easy access to information. Use a conversational platform that easily integrates with your CRM or information databases so agents can pull product or customer info for a frictionless customer experience.

8. Containment rate

Containment rate measures how many people interact with a chatbot or IVR help options without speaking with a live agent. This metric helps you track how effective your chatbot conversations are. If too many people still need to switch to a live agent after talking to your chatbot, it can impact customer satisfaction.

Containment standards vary across industries, but with Quiq’s Conversational AI, contact centers see a 70% containment (or contact deflection) rate.

A word of caution: Use this metric with context. Containment shouldn’t be your top priority—helping customers should. While reducing agents’ workload (and operating costs while you’re at it) is beneficial, you don’t want to risk the customer experience to make it happen. Don’t make it more difficult for customers to reach live agents just to improve this metric. Instead, work to make your chatbots as helpful as possible while still giving customers the option to chat with a human.

9. Customer satisfaction

A fast and efficient help desk with the best metrics in the industry will still be the worst performing if customers aren’t happy. While numbers are important to keeping costs down, providing excellent customer service is the best way to keep sales up. According to Salesforce, 94% of customers say a positive customer service experience makes them more likely to purchase again.

Survey customers immediately after helpdesk interactions to ensure customers are leaving those conversations with answers and good feelings about your brand.

10. Agent satisfaction

While most of these metrics rely on agent performance, this one is surveying you. It’s easy to think you need agents to work harder and lower your operational costs. But don’t forget that pushing them too far will lead to stressed employees, burnout, and high turnover. Finding and training agents will cost you much more in the long run.

Survey agents on a regular basis to gauge their workload levels, see if they have the right tools and equipment, and ensure all levels of management are providing the support your agents need.

3 help desk best practices to keep in mind.

Metrics are important to keep your customer contact center running smoothly, but they can’t measure everything. Here are a few additional help desk metrics best practices to keep your contact center running smoothly.

1. Design chatbot conversations to solve problems—not put up roadblocks.

Chatbots are an integral part of a winning customer service strategy. They give customers 24/7 access to help, they help streamline agent conversations, and they reduce ticket volume. But don’t design the conversations as barriers to overcome to reach your live agents. Your customers shouldn’t have to perform the 12 labors of Hercules to reach Mt. Olympus.

Instead, design chatbots to answer common FAQs, collect information, troubleshoot problems, and other helpful tasks. Make sure you include an easy way for customers to connect with live agents and review the conversation so no one will have to repeat information.

2. Don’t keep help desk metrics in a silo.

These metrics are incredibly valuable for your customer service team, but they can also benefit the rest of your organization. If you suddenly have an influx of new ticket requests, maybe there’s a problem with a product. Maybe your web team needs to redesign a customer flow. If you’re seeing a shift from tickets via web chat to Facebook, that’s a good indicator that your customers spend more time there—information that will be helpful for your social media team.

It’s also important to look at your own help desk metrics in context with what’s going on in your organization. Don’t penalize agents for a large backlog when a new product release isn’t going well.

3. Build up your self-service options.

Whether it’s a knowledge-base, FAQ page, or AI chatbot (or hopefully all three), spend time and effort building out these resources. Giving customers the option to help themselves will reduce call volume and reduce the number of menial questions agents have to answer (which they’ll likely thank you for).

And it’s not just for the sake of your help desk team. Customers actually want more self-service options. According to Zendesk’s CX Trends report, 89% of customers will spend more with companies that allow them to find answers online without having to contact anyone.

Pick the right metrics to see your help desk performance soar.

There are so many potential help desk metrics that it’s easy to get overwhelmed. Zero in on those measuring the customer experience and your agency performance to gather the most relevant data and make the biggest impact on your business.

7 Mistakes You’re Making in Customer Service

We hate to break it to you, but the customer experience is getting worse.

Okay, maybe you already knew that.

With staffing shortages, supply chain disasters, inflation, and a looming recession, there’s a lot going on. And customer service seems to be bearing the brunt of it.

Forrester’s Consumer Index Ratings showed a big drop in the quality of customer experiences. CX fell for 19% of brands in 2022—the highest proportion of brands to drop in one year since the survey’s inception. Airlines and hotels are among the top industries seeing a drop, brought on by both internal and external factors.

While you can’t control the many economic factors contributing to this dip, there are some things you can control. Like your focus on customer service.

Avoid the pitfalls by fixing these top seven most common mistakes in customer service.

1. Making customers wait.

The mistake

Customers don’t like to wait. We repeat: Customers don’t like to wait. It’s an obvious point, yet in the past couple of years, customers have had to wait longer and longer for service.

There are some outside factors that have nothing to do with your business. The fast and thorough shift to online shopping left many businesses overwhelmed. Toward the beginning of the pandemic, almost 90% of customers experienced longer wait times than usual, according to CallMiner research.

And staffing shortages continue to be an issue, especially in positions that can struggle with keeping up morale. Even chattier callers (who’ve been devoid of human contact for much of the pandemic) have contributed to extended wait times.

But there are some things you could be doing to exacerbate customer wait times. Relying exclusively on one-to-one communication, like phone calls, can tie up agents’ time.

The fix

Turn to asynchronous communication channels, like text messaging, social media messaging, and in some cases web chat (also known as live chat). Asynchronous messaging doesn’t require both parties’ attention at the same time.

Pairing asynchronous channels with communication platforms, like Quiq, can make agents more efficient and cut down on your customer wait time. Agents can handle up to eight conversations at once—instead of being locked into a single phone call.

Embracing AI chatbots will also help reduce customer wait times by acting as your first line of defense. Chatbots help customer service teams move faster by fielding FAQs, collecting customer information, troubleshooting, and more.

2. Failing to create the right communications mix.

The mistake

There are two types of companies that make this mistake:

1. Company A: This is the “If it’s not broke, don’t fix it” company. They likely offer support through phone and email. Maybe they have a lightly-manned web chat feature on their site. The problem is, they don’t know that this way IS broken.

These companies are holdovers from a bygone era. They probably still think customer service is a drain on their company resources (instead of the moneymaker that it is).

Then there’s Company B…

2. Company B: They are excited and ready to hit the ground running. They’re on all the platforms, but they don’t have a strategy and they definitely don’t have a conversational platform.

While their enthusiasm counts for a lot, agents will be stretched too thin to serve customers everywhere at once. Being everywhere without a plan is just as likely to leave customers frustrated and unhappy.

Both companies are making the same big mistake: They’ve selected the right communications mix for their business, but not the right mix for their customers.

The fix

The fix for both companies is actually the same. Start with a strategy.

Meet the basics first. Give customers a way to instantly connect with your team. Ideally, that’s web chat (also called live chat), SMS text messaging, and voice.

Once you have their instant needs met, look to be available to customers on their terms. Do they hang out on Twitter? Instagram? Choose the platforms that make sense for your customer base. And don’t forget to add channels like Google Business Messaging and Apple Messages for Business to be easily accessible from your customers’ phones.

A key piece to making these multiple platforms work is having a conversational platform like Quiq. It can help agents manage multiple conversations across channels and ensure seamless customer experiences.

3. Using outdated methods of customer service.

The mistake

In the past, tiered customer service models reigned supreme. It treated customer service like a video game. Customers start at the first level, a typical IVR system or intake agent, and level up to the next “boss” until their problem got solved.

There’s a lot wrong with that model.

It perpetuates the “let me speak to your manager” attitude, making customers think they can get different answers than your agents are providing if they go one step up the leadership chain. Agents might not feel supported by their leaders, which could lead to low morale and faster burnout as a result. Methods like these are likely partially responsible for how customer service agents feel about their jobs. According to Zendesk’s CX Trends report, 38% say the service team is not treated as well as others in the organization.

It’s also not great for your customers. They’ll likely have to repeat themselves with each new person they speak with, which is a big pet peeve for many. In fact, 71% of global customers expect a company to share information so they don’t have to repeat themselves.

Plus, it simply takes longer to resolve. It prohibits you from giving customers the fast, frictionless experience they expect—and deserve.

The fix

Move to a collaboration model of customer service. Customer service tools like CRM software and conversational platforms make it easy for agents to work together to solve customer issues as they come up.

Managers, technicians, engineers, IT, or anyone on your team can pop into customer conversations to solve problems. They can read the conversation history, take a look at snippets, and review the sentiment analysis to see how the conversation is going and how they can help solve the problem. Customers are happy because they don’t have to repeat themselves, and agents don’t feel like they’re the blunt end of a battering ram.

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4. Ignoring touchpoints in your customer service journey.

The mistake

Is your team especially helpful until the customer hands over their credit card? Good customer service doesn’t stop at the sale. It also doesn’t exist just to answer post-purchase questions. What makes good customer service great is the attention to the entire customer service journey.

54% of customers say that customer service feels like an afterthought, according to Zendesk.

The fix

When you’re small, it’s easy to just wing customer service. You’re so busy that you simply deal with problems as they come up. But once you’ve scaled your customer service team, it’s time for a thoughtful strategy.

Take a look at every customer touchpoint and see what you can do to improve the customer service experience. After your guests purchase an airline ticket, can you provide FAQs about their travel destination? Can you do more early in the buying process to help ease decision-making? What about questions that pop up on social media?

5. Not proactively engaging with customers.

The mistake

Businesses with high volumes of customer server inquiries are especially prone to making this mistake. Your agents are busy handling myriad customer requests, which run the gamut from simple FAQs to more complex problems. Every day is a mixed bag, and it’s hard to adequately prepare.

The bigger problems are the complaints not being addressed. What are your customers dealing with that you don’t hear about? How much of your customer churn is related to service and product issues that you never even hear about?

The fix

The best kind of customer service is the kind that solves problems before they happen. Make note of the top FAQs and see what you can do to help customers find these answers without having to reach out. Some common questions, like “Where’s my order?” can be solved by sending outbound messages with tracking links and order updates. Minimize sizing questions by proactively offering sizing consultations. Share video tutorials. Getting ahead of these questions can free up your team for more complex problems.

6. Expecting agents to learn on the fly.

The mistake

You have a CRM. You have your product guide books/service manuals/insert whatever written learning materials you have—that should be enough to get new agents started, right? Not quite.

Only 20% of customer service agents are extremely satisfied with their training, according to Zendesk. But they’re not the only ones that notice it. Your customers do, too, with 68% saying it feels like most businesses need to improve their customer service agents’ training.

The fix

At the very least, ensure your agents have access to product and customer information at their fingertips. Your CRM software and product databases should be integrated into your conversation platform. Your agents should be able to access information easily and quickly to give your customers that seamless experience they crave.

But just because your agents don’t need to memorize as much product information as they used to doesn’t mean you can skimp on training. Shift training to focus on soft skills, like effective communication, conflict resolution, and creative problem-solving.

7. Not actively listening to your customers.

The mistake

Customer service often feels like “the complaint department.” When your customer service team deals with frequent complaints, there’s a risk of apathy. Agents can get overwhelmed and stop caring about customer issues. It’s too easy to deal with immediate problems without looking for long-term solutions.

The mistake isn’t just about not listening to your customers. It’s also about showing that you’re listening to your customers. You may have closed-door conversations about how to improve products and services—but if customers don’t hear it or see it, did it really happen?

The fix

This mistake takes a multi-pronged approach, depending on which feedback facet you’re facing.

When customers don’t feel valued when chatting with agents: It’s time for some empathy training. Sometimes it’s not enough to solve customers’ problems, they want to be heard and understood. Offer empathy training to your agents as part of the onboarding process, and offer refresher courses a couple of times a year. Your agents likely face the same outside stressors that your customers do, so help them manage stress during difficult times.

When customers feel like their feedback goes right into the trash bin: When customers voice larger complaints, the last thing they want to hear is a trite “Thank you, we’ll elevate this issue to the appropriate channels.” They want to know their complaint or suggestion was heard by the right people—and that someone is doing something about it. Create a systemized way to collect feedback and put it into action, then share your system.

When you’re only hearing crickets: No complaints. Great, right?! Maybe. Maybe you aren’t giving your customers the space to do so. Be sure to solicit customer feedback through frequent customer satisfaction surveys. Customers will have a place to be heard, and you’ll have valuable information to improve your products and services.

Refocus on your customer service.

When so many things are out of your control, the best thing to do is refocus on your customers. Avoiding these common mistakes in customer service will help you provide a frictionless experience that keeps them coming back for more.

How to Improve Your Customer Satisfaction Score (CSAT)

Customer satisfaction has a direct impact on a company’s ability to retain existing customers and attract new ones. The level of satisfaction customers feel is largely defined by the experiences they have with customer service representatives. As a result, companies that succeed must monitor and improve call center and customer service performance continuously.

A customer satisfaction score (CSAT) is an essential metric companies use to determine how customer service teams are performing and how they could do better. This score is generated by asking customers to rate their experiences and provide feedback after interactions. A low overall CSAT score indicates a problem with the current approach to customer service. Even if a team has a high CSAT score, there is usually still room for improvement.

4 Steps to Improve Your CSAT Score

  1. Create a Customer-Focused Work Environment
  2. Conduct Customer Surveys
  3. Make Changes in Response to Customer Feedback
  4. Create Personalized Conversations With Customer Messaging

If you’re wondering how to increase customer service ratings, you are already on the right path. The following tips can help improve CSAT scores at your call center.

1. Create a Customer-Focused Work Environment

One of the best ways to increase customer satisfaction is to ensure agents put the customer first in all interactions. All aspects of workflow and policy should be designed to produce the most positive result for the customer. This includes giving agents the tools they need to serve customers efficiently in the manner they prefer.

To improve CSAT scores, companies should analyze the customer journey and consider how certain strategies may make customers feel. When the whole team places customer needs and expectations at the heart of operations, customer satisfaction goes up, along with sales.

2. Conduct Customer Surveys

Call centers struggle to make meaningful changes to the customer experience when they lack the data to back up their decisions. Unless you ask your customers how you are doing, you’ll never know exactly how they feel.

To make more informed adjustments to policy and show an active interest in your customers’ opinions, consider conducting customer surveys after every conversation. Just remember to keep it short and respect each individual’s decision whether or not to participate, as overly time-consuming surveys can backfire.

3. Make Changes in Response to Customer Feedback

Gathering customer feedback is only the first step toward improving customer satisfaction. Customers want to feel heard, so it’s important to listen to negative feedback and implement solutions designed to address the root cause.

To repair damaged customer relationships and further increase CSAT, consider following-up with customers. When you acknowledge the problem and explain how you are working to fix it, customers will be more willing to trust your customer support team in the future.

4. Create Personalized Conversations With Customer Messaging

While some customers may find phone conversations convenient, others would rather send a message using social media or SMS. People view text messaging as a comfortable, safe, and enjoyable form of communication. As a result, companies have the opportunity to significantly improve the customer experience and increase CSAT scores when they implement a business messaging platform like Quiq.

Our platform allows customer service agents to engage multiple customers in their preferred form of communication. Text conversations allow for more personalization, and rich messaging features enable agents to provide easy, direct, and actionable solutions. Agents can send and receive helpful pictures and videos to streamline the conversation, and they can even process secure transactions.

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By reducing call volume, messaging systems allow call center employees to work more efficiently and ensure customers receive answers quickly. To find out how Quiq can help improve your company’s CSAT rating, request a demo today.

How Call Centers are Becoming “Text Centers:” Text Messaging for Customer Service

Internet and mobile technology have fundamentally changed how business is done. With more people working from home and consumers spending increasing amounts of time on their mobile devices, businesses are having to adjust to meet technological advancements and new consumer preferences.  There was a time when call centers only handled phone calls from customers. As customers have become increasingly digital, companies must find more efficient and effective ways to communicate with their customers.

Today, more than ever before, customer service has become one of the most important functions of the overall customer experience, and businesses are focusing on implementing personalized solutions rather than simply selling products. As a result, call centers have undergone a digital transformation — one that embraces the power of text messaging.

The Industry Follows Customer Preferences

Statistics show that in the United States alone, the average person sends and receives about 32 texts per day. What does this mean? In short, it means people like to text because it is easy and convenient. This provides the ideal opportunity to implement a digital customer service solution that supports messaging.

Today’s customer service is all about making the consumer experience as pleasant, personalized, and hassle-free as possible. Text messaging allows consumers to send questions and receive answers almost instantly. Better still is consumers get to drive the pace of the conversation, whether they are on-the-go or sitting on the couch, they can respond when it’s convenient for them, making text messaging the preferred method of communication over the phone for a vast majority of consumers.

Improved Satisfaction With Personalized Service and Dynamic Solutions

The issue with phone calls is they are a hassle for customers. that they tend to create an extra hassle for customers. Phone calls are a hassle because too often, they require the customer to sit on hold, repeat themselves, and interrupt their busy, on-the-go lives to have a voice conversation that can sometimes be hard to hear or understand. On the other hand, texting is fast and easy, with conversations capable of being on-the-go, and are aptly suited for our busy, digital lifestyles.

That’s why many companies are now converting their call centers into innovative digital centers. With messaging, businesses are providing customers solutions for resolving issues more quickly and in more engaging ways, like with the use of photos and videos, or even by expressing emotion with emojis ? . Messaging is suited for every kind of inquiry, and can even respond to seemingly complicated questions that include:

  • Replacement product options
  • Troubleshooting guide links
  • Important documents or disclosures

Chatbots Help Improve Messaging Efficiency

While human-to-human correspondence is necessary at times, many of the most frequently asked issues can be easily managed by chatbots. Chatbots can help save time and resources, freeing agents up for more complex or higher priority concerns.

Digital transformation and customer experience are culminating with the advancement of chatbot technology being sophisticated enough that AI bots are having high-quality, human-like conversations with customers. With chatbots, consumers can get the information they are looking for much more quickly, reducing the need for phone calls and face-to-face interactions.

Call Centers Digital Transformation

While phone calls can be helpful in certain situations, they limit you and your customer to a single platform of communication. Messaging can be used across apps, social media, mobile devices, and more. This allows businesses to stay in contact with customers 24/7.

When customers have a quick question, they want fast answers, without any hassle. Texting with customer service is so easy, even grandpa knows how to do it. Text messaging for customer service is solving problems faster and with greater convenience for customers and agents.

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The importance of technology in customer service has become more important than ever as call centers steer away from single-channel communication. To learn more about how text messaging will enhance your customer service, request a demo today.

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