Show Off Your Skills

Show Off Your Skills

The inspiration for this post comes from a trip to the pediatrician’s office with my 6 month old daughter. I swear she is capable of faking an illness, Ferris Bueller style, just so that I will bust her out of daycare to go on a field trip, but that’s neither here nor there. She is quite the social butterfly wherever we go, smiling at everyone that glances in her direction, even when she’s “sick.”

When we get there, I free her from the confines of her car seat and sit her on the exam table while we wait for the doctor to enter. As soon as Dr. Kim comes in, my daughter brings her A game, and I don’t mean that she turns the (fake) illness on. The exact opposite, in fact. She starts demonstrating every trick that she’s learned since the last visit: putting her feet in her mouth, rolling over and pushing her chest up as high as it will go, talking, blowing raspberries, and the list goes on. She’s showing off! Any chance she gets, she wants to show the world all this cool stuff she can do because she’s put in the time to learn those things. It’s hard work being 6 months old, and you better believe she’s sharing her accomplishments with her audience.

We should all be doing the same thing with our customers, showing off our company’s skills. Make it obvious and known what your organization is good at. And remind customers to be impressed. I don’t mean arrogance, but genuine excitement about the value you provide, whether it relates to a product or a process. Demonstrate your skills and call them out. When other customers brag about your skills, share that too! Be proud of the things your company does well so your customers can be proud to do business with you.

Or in the words of Stewart, say “Look what I can do!”

 

Becoming Transparent

Becoming Transparent

Becoming transparent to our customers is a challenge we face when the systems behind what the customer sees are anything but pretty. You want to give customers step by step guidelines of what to expect in a process, but to what level of detail do you go? How do you execute a complex internal process while still being transparent with the information customers need?

Well, the ideal answer is to make the process less complicated. Think of the process in terms of how the customer would see it. If you were to share every step with them, would they say, “That doesn’t make sense…why do you do that? You should do xyz.” Generally, while we may not want to acknowledge it at times, we know what they would say. Once the process is simplified, its easier to communicate and likely cheaper to execute. However, sometimes those simplifications require a large investment that isn’t always feasible in the near term.

That brings me to the less ideal (more realistic) answer which is to work around the internal complexities to deliver only the information that the customer wants and needs. You present your customer with the simplified version of the complex process.The best way to get started is by mapping out the internal actions and determine which of those actions is a “milestone” worthy of sharing with a customer. Some ways to determine the best times for updates:

  • ask your customers directly
  • look at contact data — how often do they ask you for updates at certain points?
  • go through the process yourself and with test users and document when there is confusion

If the process is executed over a longer period of time, make sure you find out from your customers how often they desire to be updated. If you can customize the update intervals based on certain customer segments, great. If not, try to get a general consensus of a timeline so that you update them before they seek the update from you.

Lay out the end-to-end process (the customer facing version, that is) on the first interaction. When customers can clearly anticipate the steps and intervals from the start, they’re less likely to call and ask you what’s next. Your process and communication may not be perfect, but it is important to start somewhere to begin building a culture of transparency with your customers. Customers trust the organizations that give them all the facts and keep them informed.

B2B Contact Management

Knowing your messaging target in the B2B world is critical to the success of that message and critical to the customer experience. ANY type of messaging requires a carefully aimed target: marketing, order/product notifications, status updates, surveys, and so on. At the root of that process is your B2B contact management.

To start off with great contact management, you have to make sure the system in which you manage your contacts is set up to allow you to choose your groupings and add various criteria. In other words, using a billing software as a CRM might not get the job done.

Next, a great way to choose your groupings is based on personas. If you’ve never gone through a customer persona exercise, I highly recommend it. You can do so by assigning “personalities” to your different customer segments. It really helps you to get into the mindset of what that customer thinks and needs. Along with each persona, you can understand their level of influence and power with-in the business and how they are involved in purchasing and consuming your products/services.

Once individuals with-in each business have been assigned a persona, you can build your various campaigns around that knowledge of each target. Who will receive what type of messaging? Mapping out all types of current and desired messaging in one location can help you understand who should receive what and when they should receive it.

And lastly, make sure you can utilize this valuable targeting information from any other platforms that are distributing information to customers. For example, if you are sending satisfaction surveys, are you able to base the recipient on your detailed customer data from your CRM tool or are you pulling that contact information from a separate platform? Having a centralized location to pull intelligent contact information can be what makes the difference between an average campaign and an excellent one.