How to end the conflict between marketing and customer service

Some feuds are timeless.

You have the Capulets and Montagues. The Hatfields and McCoys. And of course, there's marketing and customer service.

What's their beef?

I talked to both departments to get their sides of the story. The answers revealed a fundamental problem that plagues many companies. Here’s what they had to say.

A group of colleagues are arguing at a meeting.

What does marketing want from customer service?

I met with marketing to hear their side of the story. (Yes, all of marketing. Just go with it.) They tell me what they'd like most of all from the customer service department is a little cooperation.

Q: You mention cooperation is an issue. Can you tell me more about that?

"Customer service is always pushing back on everything we do.

"Take the brand style guide as an example.

"We lovingly, painstakingly put our new brand style guide together. It details the correct way to use our logo, our preferred color palettes and fonts, and even the language we should use when communicating externally.

"And this thing cost a mint. We hired expensive consulting firms, expensive research firms, and expensive graphic artists. We even printed the guide on expensive paper so people knew it was important.

"So we give the new guide to customer service and their attitude was like, 'We're busy,' and then I'm pretty sure they just dumped it in a drawer."

Q: What makes you think that?

"Just look at those chat conversations! Is 'bored robot' really our brand voice?!

"Or why do so many customer service reps write their email signature in comic sans font? Show me exactly where in the guide you see comic sans font! You know what, you can't, because it's not there!

"And show me one call where a rep uses the new, on-brand phone greeting and actually sounds like they mean it. All we hear about from customer service is how much talk time the new greeting adds, as if talk time is so bad. 

"You never hear the sales team complaining about talk time, I'll tell you that."

Q: Where are some other places you'd like more cooperation from customer service?

"Social media would be a good start. The social media coordinators are getting tired of endlessly tweeting, 'We're so sorry to hear that. Please email your information to support and we'll be happy to help you.'

"I tried asking customer service to help serve customers via social media, and they went ballistic. Something about workforce management and not having the budget to hire more people and buy more software.

"Oh and can we talk about the website?"

Q: Okay, tell me about the website.

"Well, I don't mean to get back on the branding soap box, but the support side of the website is atrocious.

"We spent a lot of time and money on an awesome website. We hired a video production company to make all these witty explainer videos that everyone loves.

"Then we hired an SEO team to..."

Q: Wait, a what?

"SEO. Search. Engine. Optimization. It improves our reach from organic searches so we can redeploy our cost-per-click ad budget to social media. We’ve been having a lot of success with retargeting campaigns lately."

Q: Um. What exactly is... No, never mind. Please keep going.

"So anyway, the website. It's amazing on the front end and then you get to the support section, which is maintained by customer service, and the whole thing couldn't be more off-brand if it tried. None of the support articles use our officially approved phrases from the brand guide.

"There's not one witty explainer video, either. Not one! I gave customer service the contact info for the video company we hired and they just complained about budget. It's always budget with them.

“And don't even get me started on the support site’s SEO."

Q: Deal. I won't. Is there anything you think customer service is doing well?

"They do have a lot of data. I've never seen so much data. Now that I think of it, it would be nice if they shared some of that data.

"No, not the boring stuff about SLAs, AHT, FCR, or any of those other boring acronyms. I'm talking about the good stuff, like what are customers saying?

"I'm looking for quality and quantity here. Give me a riveting story that aligns with one of our personas, and then give me data to tell me how many customers in that particular demographic feel that way, too!

"Is that really so hard?

"It's not. We found a contact center expert, Nate Brown, who understands a whole lot about branding and he says it's not difficult."

[Editor's note: This is true. Nate Brown did share an easy way to collect this data.]

Q: Okay, do you have time for one more question?

"Sorry. I'm double booked for two meetings and I'm already late to both. Gotta run!"

What does customer service want from marketing?

I sat down with the customer service department after meeting with marketing. Yes, the entire department. Yes, for all companies. (Seriously, this post is much better if you just go with it.)

Anyway, here's what customer service had to say.

Q: Marketing says they want some more help from you. What do you want from marketing?

"Help?! They want help?! Okay, let's talk about help.

"How about giving us more than zero notice when they launch a new promotion? Marketing is always cooking up some new idea that spikes our contact volume.

"The first time we find out about it is when the contacts start coming in, when it's too late to adjust our staffing and our team gets slammed.

"What's even worse is our reps have zero information. Customers know more about the promotion than we do, so our reps feel like idiots."

A: C'mon, it can't be that bad.

"Oh really? How about that time when marketing promised customers this special, limited-edition Szechuan sauce as part of promotion for some random cartoon show. They were really patting themselves on the back about that one, only they forgot to make sure we had enough sauce to give out.

“Nobody got enough Szechuan sauce, and customers freaked. Did they yell at marketing? No. They yelled at us.”

[Editor's note: Yes, this video is real.]

A: Have you shared this with marketing?

"We've tried, but they won't listen. Just last week, we got a ton of complaints about a new product launch.

"So I email marketing and say, 'Hey, we're getting a ton of complaints.' And their response was basically, 'You're customer service, isn't that your job?'

"They were totally dismissive."

A: How many complaints did you get?

"I don't know. A lot, I can tell you that. Everyone was talking about it."

A: Wait, but you have a ton of data. Why don't you have more data on complaints?

"I'd love to help you, but tracking that sort of thing is complicated. We've asked for some new software that will help us do that, but our request got denied. Meanwhile, marketing hired some blogger to write a fluff piece about how marketing and customer service should get along.

"We could have used that money to buy the software we need to get marketing their precious data."

A: Ahem. Let's change the subject.

"Wait! Is it you? Is that why you're writing this article? Is that what this is about?!"

A: So anyway, what else would you like from marketing?

"Resources. Marketing gets all the resources.

"The next time marketing comes up with a new, expensive campaign, it would be nice if they told us about it ahead of time and then paid for some training and collateral so we actually knew what the campaign was all about before our customers. We don’t have the budget to make all those witty explainer videos that marketing loves.

"A little understanding would also be nice. They don't realize we're working on different timelines.

"Marketing is thinking in terms of campaigns and launch dates sometime in the future. Customer service is thinking in terms of how many customers are in queue who want our attention right now.

"We need more resources if we're going to stop what we're doing and do something proactive like train our reps to respond to a new campaign."

How can marketing and customer service work together?

You might be able to tell from these interviews that marketing and customer service have conflicting goals. Marketing is focused on generating new business. Customer service is focused on efficiency.

The real victim of this feud is customer experience. Marketing makes promises that can’t be kept. Customer service isn’t empowered to make things right. They blame each other out of frustration.

The secret to resolving the conflict is creating a shared goal.

Customer experience expert, Jeanne Bliss, describes a metric called “net customer value” that can be used to unite these departments in pursuit of customer-driven growth. It tracks the value of new customers, lost customers, and customers retained in one single number.

Go to the 1:24 mark in this interview to hear her description.

What happens when marketing and customer service get along?

Buc-ee’s is a chain of gas station convenience stores, predominantly located in Texas. It wins and retains customers by doing something so mind-blowingly simple that it’s amazing competitors haven’t caught on.

The restrooms at Buc-ee's are amazing. They have been rated by GasBuddy as the cleanest in America. Several locations have 20 or more stalls in both the women’s and men’s rooms along with dedicated employees whose job is to keep everything spotless.

If you’ve ever been on a road trip, you understand the importance of clean restrooms.

Buc-ee’s can do what other gas stations can’t because it’s marketing and store operations teams (i.e. customer service) work together. Marketing knows clean restrooms are a draw, and advertises them on highway billboards. Store operators know about this important promise and ensure that promise is kept.

That’s just the tip of the iceberg for Buc-ee’s. Some gas stations have over 100 fuel pumps. It has friendly, helpful employees and the largest selection of just about anything you can imagine a gas station convenience store selling.

I wrote about this incredible company in my new book, The Guaranteed Customer Experience. The book comes out in March, but you can download chapter one right now to read about the Buc-ee’s customer experience.

GCE_cover_stacked.jpg

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Discover how Buc-ee’s uses customer experience to drive away the competition.

Customer Experience vs. Customer Service: What's the Difference?

My beloved iPad is dying a slow death.

It's several years old and I use it daily. The memory is nearly full. I've dropped it a few times. The lightening connector is getting finicky.

So I'll soon be making a trip to the Apple Store to buy a new one. This process provides a nice overview of the differences between customer experience, customer service, and even customer success.

Man scratching his head in confusion.

What is Customer Experience?

Here's a definition from customer experience expert, Annette Franz:

The sum of all the interactions that a customer has with an organization over the life of the “relationship” with that company… and, especially, the feelings, emotions, and perceptions the customer has about those interactions.

The elements of customer experience go well beyond just customer service. To illustrate this, I've listed some of the steps in my customer journey with the customer service elements in bold.

  • My experience with my current iPad (I love it, so I want another)

  • Visiting the Apple website to research new options

  • Driving to the Apple Store and parking (gotta avoid the crowds!)

  • A person greets me as I walk in the door and offers assistance

  • The Apple Store layout

  • I'm introduced to another employee who assists me with my selection

  • The employee shows me some of the new iPad's features

  • The look, feel, and function of the new iPads

  • The employee rings up my purchase on a mobile device

  • Another employee retrieves my new iPad from the stockroom

  • Unboxing my new iPad at home after I buy it

  • I follow guided instructions to configure my new iPad

  • A support article helps me transfer my content from the old iPad

  • Using the new iPad every day


What is Customer Service?

This is a helpful definition from the Oxford English Dictionary:

The assistance and advice provided by a company to those people who buy or use its products or services.

Customer service also includes something called customer success, which I'll define in just a moment. Here is a summary of the customer service I can expect to receive from Apple, with the customer success elements in italics.

  • A person greets me as I walk in the door and offers assistance

  • I'm introduced to another employee who assists me with my selection

  • The employee shows me some of the new iPad's features

  • The employee rings up my purchase on a mobile device

  • Another employee retrieves my new iPad from the stockroom

  • I follow guided instructions to configure my new iPad

  • A support article helps me transfer my content from the old iPad

This short video provides more detail.


What is Customer Success?

Here's a straightforward definition from Hubspot:

An organizational function that helps customers get maximum value out of a product or service.

Buying a new iPad would be a frustrating experience if I couldn't figure out how to use it. There are a few particular functions, such as configuring the new device or transferring content from my old device that can either create a moment of delight or a moment of misery.

Here are some examples of how Apple focuses on customer success:

  • The Apple Store employee shows me some of the new iPad's features

  • I follow guided instructions to configure my new iPad

  • A support article helps me transfer my content from the old iPad


The Total Customer Experience

One of Apple's secrets is the organization's understanding of all three elements and how they work together.

The overall experience is customer-focused. Apple's products work seamlessly together, which is why I own a MacBook, an iPad, and an iPhone. 

The customer service function is designed to quickly get me the help I need. When there's a human involved, I've consistently been served by someone who was friendly, helpful, and knowledgeable. 

The customer success function is dialed in to make using Apple products easy and intuitive. There are gentle nudges, such as on-screen prompts, in just the right places along with deeper assistance and even in-store classes if I need them.

So yes, I'm a huge fan.


Customer Experience vs. Customer Service Infographic

customer experience vs customer success infographic

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Here's Your Next Level Customer Service Action Plan

You sense an opportunity to improve customer service.

Not that your team’s customer service is bad. It’s pretty good, actually. It’s just that it could be better. 

The promise of taking customer service to the next level is alluring. Happier customers equals more referrals, increased customer retention, and ultimately more revenue. It costs less to serve happy customers. It’s also a lot more fun.

But, where do you start?

This is a common question for customer service leaders. There’s a whole universe full of ideas out there. You can find customer service blogs, books, and videos galore. Everyone has advice and much of it makes at least some sense.

Distilling this information down to a few key actions isn’t easy.

That’s why I’ve compiled this action plan to help. It contains essential steps that you can take to elevate your team’s service. Links to tools and resources are also included. 

 

Next Level Customer Service Action Plan

Step 1: Define Outstanding Service

The first and most important step is to define outstanding customer service. Every employee must share the same definition and be able to describe how the definition applies to them. You can use my step-by-step guide to help create your definition.

 

Step 2: Measure Outstanding Service

You have to be able to measure something if you want to improve it. Setting a SMART goal for customer service will allow you to track progress and can help motivate the team. Here’s a worksheet you can use to help you set SMART goals. 

 

Step 3: Align Your Team Towards Outstanding Service

This step involves making sure your basic functions are all pointed towards outstanding customer service. Like a car that's out of alignment, it's difficult to keep your team heading in the right direction when parts are misaligned. You can use this Customer Service Alignment Check to review your team.

 

Step 4: Look for quick fixes

A lot of customer service challenges can be solved very quickly if you know where to look. Use the Quick Fix Checklist and diagnose the root causes of customer service problems. 

 

Step 5: Analyze Voice of Customer Data

Your customers can help you pinpoint a lot of problems, but having a customer satisfaction survey isn’t enough. You need to make sure you’re asking the right questions and then extracting meaningful insight from the results. 

Here are a series of blog posts that provide step-by-step instructions on developing an effective Voice of the Customer (VOC) program:

If you have access to LinkedIn Learning, you can check out my course, Using Customer Surveys to Improve Service. Here’s a short preview:

Step 6: Find Hidden Obstacles

There are a lot of hidden and even counter-intuitive obstacles that can make it hard for employees to deliver outstanding customer service. My book, Getting Service Right, reveals ten of the most common obstacles and provides practical advice for overcoming each one. 

 

Step 7: Provide Customer Service Training

Notice that training is number 7 on the list, not number 1. This isn't an accident. A lot of problems can be solved without training.

Sometimes, employees do need new skills to take their service to the next levels. You can access training-related posts on my blog or take my Customer Service Foundations course on LinkedIn Learning.

 

Step 8: Constantly Reinforce Outstanding Service

Taking your team’s service to the next level isn’t just a one-time project. It’s an ongoing process that needs constant reinforcement. Here’s a blog post I wrote on ten ways to reinforce outstanding customer service

You can also sign your employees up to receive my free Customer Service Tip of the Week email.

The Biggest Myth in Customer Service

service.jpg

This post originally appeared on the Salesforce Blog. You can also read my latest Salesforce blog post, "The Hidden Influence of Excellent Customer Service."

There are a lot of myths in customer service. There's the notion that the Net Promoter Score is only about asking one question (it’s not). There’s the popular saying that the customer is always right (they aren’t). There’s even an unspoken feeling that no complaints mean things are going well (not necessarily).

Dive a little deeper and you’ll find it easy to debunk these myths. In fact, that last myth about complaints was neatly debunked in a recent post on the Salesforce blog.

There’s still one myth that persists and it’s the biggest one of all: customer service is easy.

It seems like nearly everyone believes this. Customers certainly do. They’re shocked when things go wrong, but never consider how they may have contributed to the problem. Every service failure story ever told starts with the assumption that the customer was pleasant, reasonable, and should have been easy to serve. I’m not saying customers are entirely to blame for poor service, but let’s not let them off the hook when they’re rude, unreasonable, or make an error.

Executives believe service is easy. They classically overrate their company’s ability in this area. A famous 2006 Bain study revealed that 80 percent of executives felt their companies delivered outstanding customer service. Only 8 percent of their customers agreed. (View report PDF)

Managers ascribe to this myth, too. Many fail to define great service, provide adequate training, or even bother to discuss service with their employees on a regular basis. They are so consumed with putting out fires and keeping up with an avalanche of administration that proactively developing a customer-focused team becomes a low priority.

Customer service consultants perpetuate this myth by doling out pithy advice that all sounds very common sense. They write blog posts on how to deal with angry customers in five easy steps while forgetting what it actually feels like to be yelled at by a total stranger. It seems oddly reasonable to this group that a customer service rep would absorb a profanity-laced tirade and then pull a card out of their wallet to remember the S.M.I.L.E. procedure for handling angry customers.

Many employees have bought into this myth too. There’s a phenomenon called the Dunning-Kruger effect where the less knowledgeable or skilled you are at something, the more you overrate your ability. This holds true in customer service, where the worst performers will often loudly proclaim they’re the best. 

This effect is illustrated by a simple experiment I’ve repeated many times. I ask employees to rate their customer service ability on a scale of 1 – 5, with 5 being best. The average score is 4. Then, I ask them to rate the team’s customer service ability on the same scale. The average score is a 3. In other words, customer service employees consistently think they’re really good even though some of them are not.

There’s something else about the Dunning-Kruger effect that’s interesting. Everybody overestimates their ability except for one group: the very best. The best underestimate their ability. The best customer service employees never give themselves a 5 when I do my little rating experiment because they think there’s room for improvement.

That’s the secret shared by only the very best customer service employees, leaders, and companies. They know that customer service isn’t easy at all. It’s hard. They constantly worry whether they’ll be good enough and continuously try to get better.

Here are some things you’ll never hear a customer service champion say:

  • “We just hired a few good people and that was it.”
  • “All we did was send everyone to a two hour training class.”
  • “Our entire initiative consisted of hanging up a banner with this new slogan.”

Instead, you’ll hear:

  • “It starts with hiring good people.”
  • “Training is important, but we constantly reinforce that same message.”
  • “The new slogan summarizes how we go about our business every day.”

I recently asked a long-time client for advice I could share with new clients. They had improved their Net Promoter Score from 23 to 60 over a three year period. It was an impressive result and I wanted some of my new clients to be able to learn from their experience.

Without hesitation, my client said, “Tell them it’s a long process.”

That was it. I had been working with this client for three years and they still weren’t satisfied. Their exceptional improvement, glowing reputation, and stellar business results were a sign of excellent progress but not a final destination. They still worried about getting better. There was a long list of challenges to overcome and improvements to be made.

My client understood that customer service isn’t easy. It takes a real commitment.

Response to Fortune article on customer service via Twitter

Fortune ran an interesting article on their website last week titled, "Can I help you? On Twitter, the answer is No." I really liked how the author, Anne VanderMey, and her colleagues put a variety of companies' customer service to the test via Twitter. The result was an interesting article, but I also think there are some points that were left uncovered.

First the positives
I love the idea of doing a real experiment rather than simply reporting on the abstract. Ok, maybe I'm biased because I ran my own social media experiment with customer service last year. (Check out the results.) VanderMey also examined a range of companies and wrote from an objective point of view. She let the results do most of the talking.

A few missing points
There were a few points I think VanderMey missed in her article.

Wait times aren't apples to apples. VanderMey compared the time required to get an answer via Twitter versus getting an answer via other channels, such as a toll-free number. It's a good idea, but with a Tweet (or email), you send it and then presumably go on with your life until you get a response. Calling a number generally requires a bit more of your attention unless you are stuck on hold. Even then, you might catch yourself singing along to the soothing soft rock hits of the '80s.

Twitter is good for info, bad for real problems. The article didn't make a distinction between the types of problems Twitter is good for and the types of issues that are best directed elsewhere. Twitter is a great tool for information. Need step-by-step directions or a list of the nearest stores? A company's Twitter team may be able to help you. Need to change your customer profile or check the status of an order? Better call or email.

Public versus private. The last big one for me was the article didn't squarely address the distinction between Twitter being a public forum while a phone call, email, or chat session is expected to remain between the customer and the company. As a customer, I'd definitely think twice about sharing the details of too many of my service problems in a public forum. (Unless, of course, I wrote a blog. That's waaaaay different.)

My conclusion is it was a good article that could have been even better. What do you think about getting customer service via Twitter? Are companies doing a good job? What expectations should consumers have when they Tweet for service?

Top sources of competitive advantage

PricewaterhouseCoopers recently released its 2008 Global CEO Survey that asked CEOs to name their top source of competitive advantage. A total of 36% of companies identified a topic that fits squarely with our areas of practice. The #2 answer was customer service (19%) while the #3 answer was recruiting and retaining top talent (17%). (The bad news is we aren't much help with the #1 source of competitive advantage, technological innovation.)
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