The Basics 
Call Center Customer Service 
by Stephanie Orange
Stop surfing and socializing and 
Focus 
on your customer 
Don’t be distracted
Make a good 
First Impression 
Be everything you would expect and want to your customer 
as you would for yourself
Welcome them with your tone and greeting 
Let them hear your smile
Listen actively 
use acceptance responses so they know you are listening 
repeat all critical elements so they know you understand 
paraphrase to confirm understanding 
ask clarifying questions when necessary
Be prompt 
Answer the phone with the designated amount of rings.
Time is valuable, don’t be slow 
You’re not a 
turtle
So have a sense of URGENCY! 
Empathize with their problems, treat them as your own, and they are important!
If you don’t know 
It is okay, it’s not the end of the world. 
No one knows everything…
But… NEVER, EVER say that you… 
It’s our responsibility to get the answers 
they need.
That’s frustrating! 
When we say we do not know the answer it is a dead 
end to the user.
Use all of your TOOLS 
Use your resources: your knowledge base, internet, your 
Subject Matter Experts, your co-workers, and anything 
else you need to in order to get them their answer.
Because you need to… 
Find out 
It’s the only reason we’re here
and call them back 
Promptly.
Don’t leave them on HOLD 
Ask permission & keep an eye on the clock. Don’t leave them waiting!
they’re waiting for you 
so tell them what to expect (research, calling someone, etc)
When 
they’re 
MAD 
They are just upset about the problem
Don’t take it personally 
Even when it sounds like they are mad at you
They just need their problem fixed 
Remember: It’s why they called.
Don’t be 
afraid 
We have all been there & walked the same roads.
to ask for 
You won’t have the answer for everything, so ask someone 
to help you when you need it.
from your 
manager
…or seek
from your co-workers 
Sometimes you need 
tribal knowledge
to 
Diagnose 
After you ask all the 
right questions
or fix 
their problems! 
We’re responsible to fix 
certain things on the first contact!
Remember to 
Document well 
Case notes are very important for yourself, the customers 
and sometimes others that may need to fix the issue.
Check that there aren’t 
missing pieces 
Give your notes a good review to make sure you haven’t 
missed any important bits of information. Fill in any pieces 
that need clarity.
Keep Smiling 
Build a good customer relationship. 
Create a devoted customer.
Have confidence in yourself 
You’ll do better than 
you think.
and a good attitude… 
because you Can Do It!
by 
Delivering 
on your promises 
Customers will remember when you make a promise, so always 
deliver what you say you will.
Don’t forget
To have 
Take a deep breath. Sometimes they 
don’t know, so you have to teach them.
Say 
Otherwise you may sound 
demanding and impatient.
and 
Because everyone likes to be thanked.
Always 
Go the extra mile & 
It helps to create the devoted customer 
that wants to come back.
Be prepared for 
a long and winding road 
(sometimes)
… and one last thing … 
make them happy they called
Is there anything else I can help you with?

Customer service-fundamentals-1214944405396582-8

  • 1.
    The Basics CallCenter Customer Service by Stephanie Orange
  • 2.
    Stop surfing andsocializing and Focus on your customer Don’t be distracted
  • 3.
    Make a good First Impression Be everything you would expect and want to your customer as you would for yourself
  • 4.
    Welcome them withyour tone and greeting Let them hear your smile
  • 5.
    Listen actively useacceptance responses so they know you are listening repeat all critical elements so they know you understand paraphrase to confirm understanding ask clarifying questions when necessary
  • 6.
    Be prompt Answerthe phone with the designated amount of rings.
  • 7.
    Time is valuable,don’t be slow You’re not a turtle
  • 8.
    So have asense of URGENCY! Empathize with their problems, treat them as your own, and they are important!
  • 9.
    If you don’tknow It is okay, it’s not the end of the world. No one knows everything…
  • 10.
    But… NEVER, EVERsay that you… It’s our responsibility to get the answers they need.
  • 11.
    That’s frustrating! Whenwe say we do not know the answer it is a dead end to the user.
  • 12.
    Use all ofyour TOOLS Use your resources: your knowledge base, internet, your Subject Matter Experts, your co-workers, and anything else you need to in order to get them their answer.
  • 13.
    Because you needto… Find out It’s the only reason we’re here
  • 14.
    and call themback Promptly.
  • 15.
    Don’t leave themon HOLD Ask permission & keep an eye on the clock. Don’t leave them waiting!
  • 16.
    they’re waiting foryou so tell them what to expect (research, calling someone, etc)
  • 17.
    When they’re MAD They are just upset about the problem
  • 18.
    Don’t take itpersonally Even when it sounds like they are mad at you
  • 19.
    They just needtheir problem fixed Remember: It’s why they called.
  • 20.
    Don’t be afraid We have all been there & walked the same roads.
  • 21.
    to ask for You won’t have the answer for everything, so ask someone to help you when you need it.
  • 22.
  • 23.
  • 24.
    from your co-workers Sometimes you need tribal knowledge
  • 25.
    to Diagnose Afteryou ask all the right questions
  • 26.
    or fix theirproblems! We’re responsible to fix certain things on the first contact!
  • 27.
    Remember to Documentwell Case notes are very important for yourself, the customers and sometimes others that may need to fix the issue.
  • 28.
    Check that therearen’t missing pieces Give your notes a good review to make sure you haven’t missed any important bits of information. Fill in any pieces that need clarity.
  • 29.
    Keep Smiling Builda good customer relationship. Create a devoted customer.
  • 30.
    Have confidence inyourself You’ll do better than you think.
  • 31.
    and a goodattitude… because you Can Do It!
  • 32.
    by Delivering onyour promises Customers will remember when you make a promise, so always deliver what you say you will.
  • 33.
  • 34.
    To have Takea deep breath. Sometimes they don’t know, so you have to teach them.
  • 35.
    Say Otherwise youmay sound demanding and impatient.
  • 36.
    and Because everyonelikes to be thanked.
  • 37.
    Always Go theextra mile & It helps to create the devoted customer that wants to come back.
  • 38.
    Be prepared for a long and winding road (sometimes)
  • 39.
    … and onelast thing … make them happy they called
  • 40.
    Is there anythingelse I can help you with?

Editor's Notes

  • #3 http://www.sxc.hu/photo/536704
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