Cues, Signals and Understanding

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The intersection of, Customer Service and Social CRM is about being human, listening for signals and watching for cues. The secret sauce is understanding what you have observed and acting accordingly. On the one hand, you could call this a lesson in Social CRM, while on the other hand, you could call this being human 101.

It is a bit like being married – as any man will tell you, the spousal response “I am fine” means anything but that! It is not the words, but the context, which supports my key point, cues; verbal and non-verbal add context. The ability to understand the cues and act upon them is the difference between a good and poor experience (or sleeping on the sofa). In the world of contact centers and customer service, it is the difference between good and bad customer experience. As an aside, ‘acting’ upon something can easily be doing nothing.

The Wall Street Journal published an interesting article that illustrated the point quite well. The setting is a restaurant, the ‘Agents’ are waiters and waitresses and the patrons are, well, customers. There are some spot on reflections of a service experience, which serve as examples examples:

  • Timing: The time of dining and/or dress might suggest that dining is not the main event.
  • Guests: Kids at the table might suggest that speed up the service and give the dessert menu to mom.
  • Drinks: A request for the wine menu suggests, not only that a drink is in order, but that the dining experience is might be more relaxed and casual.

Are these meant to be rules? No, guidelines maybe, things to think about which can lead to a better overall experience. How does this, or can this help in the contact center? Is this only for small businesses, or large ones as well?

“Some restaurants still employ waiter scripts, but now they are being used to dig for guest information. At Romano’s Macaroni Grill, an Italian-themed chain, waiters are taught to use their scripted offer of house wine to find out if the table will want a fast, leisurely, or lively meal.”

Scripts, scripts, hmmm…

Rigid process versus guide and adapt, sounds familiar doesn’t it. Table dynamics suggests how the waiter should act, or react. In other words, how or how not to Engage the people at the table is a critical lesson to learn, quickly as well. Given all of the talk of engagement, it is important to point out that choosing NOT to engage is an equally important possibility.

“We changed ‘suggestive selling’ to ‘situational selling,’ ” says Rene Zimmerman, senior director of training and development for Bob Evans Farms Inc., a family-style restaurant and food maker. Instead of offering every breakfast guest one additional item, say biscuits and gravy, waiters are taught to adjust their offer depending upon the guest. For a diner who places a lighter order, like a bagel and fruit, the waiter might suggest a cup of coffee or tea.”

Here are the lessons, from a restaurant we can learn:

  • Service is a differentiator
  • Scripts need to be dynamic
  • Upsell or Cross-Sell (or nothing) needs to depend up the cues
  • Value is more than just product, it is the whole of the experience

Why do I believe that this could be considered Social CRM? If we believe that Social CRM is the company’s response to the customer’s control of the conversation, then it makes perfect sense. As I suggested recently, engagement is really at the behest of the customer. Choosing not to engage is an acceptable outcome, they just want a meal and to move on to their next activity. This is not a Marketing activity, this is mostly service, with a bit of sales.

One point I would like to leave you with is this: Until technology can truly simulate/accurately represent looking someone in the eye when you are talking to them, technology will be just that, technology. Physical cues are lost on the phone, we can only do our best to interpret. Verbal cues are lost through Email and Social Media (excluding YouTube of course).

What can else can we learn here?

This post was written as part of the IBM for Midsize Business program, which provides midsize businesses with the tools, expertise and solutions they need to become engines of a smarter planet.

Republished with author's permission from original post.

Mitch Lieberman
Finding patterns and connecting the dots across the enterprise. Holding a strong belief that success is achieved by creating tight alignment between business strategy, stakeholder goals, and customer needs. systems need to be intelligent and course through enterprise systems. Moving forward, I will be turning my analytical sights on Conversational Systems and Conversational Intelligence. My Goal is to help enterprise executives fine-tune Customer Experiences

2 COMMENTS

  1. Mitch, great post. Really enjoyed the points you made.

    Not so sure how this is Social CRM, however. No CRM systems, no use of social media. I realize that there are many different meanings floating around for Social CRM. But I’d say that the interactions you describe are more commonly thought of as creating a great customer experience, which is part of the CEM concept.

    Interestingly, I just interviewed Ed Thompson of Gartner regarding industry trends the past few years. Since his roots are in CRM, I was somewhat surprised (and pleased) to hear that he views CRM and CEM as complementary and overlapping concepts. That’s how I see it, too.

    That said, everyone should go with whatever terms work for them. I certainly agree that deeper customer engagement and delightful experiences are the right goals.

  2. Bob,

    Thanks for the note. As you hinted at, at the end of your comment, terms are terms. I could have just as easily suggested that the intersection of CRM and CEM is Social CRM – that would have really got the conversation rolling 🙂

    The process in the restaurant was surely towards enhancing the customer experience, good catch. My key points were about what we can learn (think contact center) regarding the service experience, what offers can/should be made. What cues should be looked for / listened to prior to making such an offer.

    Interestingly, where I get stuck is in the following area – the use of the word management. tasks, processes and objects can be managed, people, not so much. An experience cannot be given, thus it cannot be managed. We can do our very best to mange the process and tasks surrounding product in use and customer journey’s, but the experience (as a customer) is mine.

    (I have the same issue with the word when it follows ‘Relationship’ as well – but that is for a different day )

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