Docsity
Docsity

Prepare for your exams
Prepare for your exams

Study with the several resources on Docsity


Earn points to download
Earn points to download

Earn points by helping other students or get them with a premium plan


Guidelines and tips
Guidelines and tips

Customer Service Exam Review Notes Chapter 1-4, Exams of Customer Relationship Management (CRM)

If you want to pass the customer service class with an A grade, here is the exam review note. It covers chapters 1-4. I also sell review notes for chapters 5-7, and chapters 8-12.

Typology: Exams

2022/2023

Available from 04/27/2023

buonbansanpham
buonbansanpham 🇨🇦

3 documents

1 / 6

Toggle sidebar

This page cannot be seen from the preview

Don't miss anything!

bg1
*Noted: I use a simple grammar structure in this review to make it easy to memorize. Don’t get too hard on
grammar.
Customer profile: a collection of demographic information of customer’s age, gender, income level,
occupation, lifestyle to develop and market goods and service
Customer expectation happens before the transaction
Customer perception happens during and after transaction
People turnoff related to employees
System turnoff related to system and process
Value turnoff related to quality of products, guarantee, high price equal value received
CS goals
1. Planned goal ensure customer-focused
2. Reviewing plan
Top management
1. President
2. Vice president
3. Superintendent of school
Middle management
1. Branch manager
2. Department head
3. Dean
Lower management
1. Call center manager
2. Supervisor
3. Department chair
Moment of truth
1. Happens within 7-40 seconds
2. Opportunity to form an impression
3. Happens when customer comes in contact with any aspect of business
Pareto’s 80/20 rule
1. 80% sales from 20% clients
2. Data confirms core customers are responsible for a large percentage of sales
3. Service strategy encourage and reward core customers via preferred benefits
Data warehousing is location where all crucial business data stored
Data mining is a process of extracting patterns from data warehouse
pf3
pf4
pf5

Partial preview of the text

Download Customer Service Exam Review Notes Chapter 1-4 and more Exams Customer Relationship Management (CRM) in PDF only on Docsity!

*Noted: I use a simple grammar structure in this review to make it easy to memorize. Don’t get too hard on grammar. Customer profile: a collection of demographic information of customer’s age, gender, income level, occupation, lifestyle to develop and market goods and service Customer expectation happens before the transaction Customer perception happens during and after transaction People turnoff related to employees System turnoff related to system and process Value turnoff related to quality of products, guarantee, high price equal value received CS goals

  1. Planned goal ensure customer-focused
  2. Reviewing plan Top management
  3. President
  4. Vice president
  5. Superintendent of school Middle management
  6. Branch manager
  7. Department head
  8. Dean Lower management
  9. Call center manager
  10. Supervisor
  11. Department chair Moment of truth
  12. Happens within 7-40 seconds
  13. Opportunity to form an impression
  14. Happens when customer comes in contact with any aspect of business Pareto’s 80/20 rule
  15. 80% sales from 20% clients
  16. Data confirms core customers are responsible for a large percentage of sales
  17. Service strategy encourage and reward core customers via preferred benefits Data warehousing is location where all crucial business data stored Data mining is a process of extracting patterns from data warehouse

Amiable

  1. Build relationships
  2. Dependable
  3. Loyal
  4. Team player
  5. Persevering
  6. Cautious
  7. Display emotion
  8. Introverted
  9. Patient
  10. Empathetic
  11. Sympathetic
  12. Trusting
  13. Easygoing
  14. Congenial
  15. Family-oriented
  16. Fact driven
  17. Considerate Driver
  18. Risk-taker
  19. Make things happen
  20. Right to the point
  21. Independent
  22. Forceful
  23. Decisive
  24. Determined
  25. Competitive
  26. Assertive
  27. Problem solver
  28. Practical
  29. Results-oriented
  30. Extroverted
  31. In control Analytical
  32. Controlled
  33. Systematic
  34. Logical-analyze before make decision
  35. Cautious
  36. Well-organized
  37. By the book
  38. Structured
  39. Introverted
  40. Diplomatic
  41. Precise
  42. Conventional
  43. Disciplined
  44. Deliberate

Strategic planning

  1. Objectives targeted direction of CS
  2. Goals quantified and given specific time period
  3. Strategies: how objectives achieved and the methods to achieve
  4. Tactics: specific steps
  5. Performance indicators: measure the progress CRM benefits
  6. Repeat and referral business
  7. Increased ROI
  8. Reduced marking costs
  9. Less new customers needed
  10. Enhanced loyalty
  11. Elevated profit CRM is a business strategy integrates the functions of sales, marketing, CS using technology and massive database to personalize service, track customer satisfaction, give customers multiple choices for customer support Threats
  12. Shifts in customer tastes
  13. Emergence substitute products
  14. Changes in tax laws Strengths
  15. Strong brand name
  16. Superior service reputation
  17. Addition of CRM Opportunities
  18. Competitors no longer in business
  19. Customer’s unsatisfied with competitor’s products
  20. Increased sales
  21. Growth improvement
  22. New technology Weaknesses
  23. Weak brand name
  24. Poor service reputation
  25. Defective products CS intelligence
  26. Identify service goals
  27. Identify who customers are
  28. Identify what customers want
  29. Develop CS strategy Nearshoring is a form of outsorcing when business progresses are relocated to location where low wage are but close to distance/time zone of client company.

6 fundamental service skills

  1. Build rapport
  2. Work in team
  3. Handle complaints
  4. Avoid misunderstandings
  5. Communicate well in writing and speaking
  6. Show positive attitude 8 steps to develop CS strategy
  7. Make customers happy
  8. Identify customer touchpoints
  9. Set CS goals
  10. Identify CS KPIs
  11. Build driven CS team
  12. Build powerful CS toolkit
  13. Give CSR power
  14. Create consistent feedback loop Base-line standards
  15. Use customer’s name
  16. Response email, voice messages within 24hrs
  17. Greet customers just after they enter business Outsourcing causing
  18. Data security at risk
  19. Customer unsatisfaction Outsourcing benefits
  20. Infrastructure and technology setup
  21. Experienced agents and systems expertise
  22. Flexibility
  23. Cost savings Nearshoring benefits
  24. Cultural and linguistic affinity
  25. Economic, political, historical linkages Homeshoring is call center working from home, called virtual home agents Homeshoring drawbacks
  26. Being taxed more than traditional employees
  27. Being left out of social safety net
  28. Don’t have affordable insurance
  29. Have limited access to benefits such as unemployment insurance, retirement plan, unpaid wage claims CRM software using database of customer’s transaction records to store and analyze