Tag: How to De-escalate

Three Proactive Things You Can Do to Pre-empt an Escalation with a Customer

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Tomorrow morning I’m headed to Phoenix to deliver a workshop at the Salesforce Trailblazers for the Future Conference. I booked an extra night at the Arizona Biltmore because I wanted some “me time” for relaxation and reading. I do this often, adding a day or two to a business trip to chill, explore, and enjoy local restaurants. Do you take time just for yourself?

Before I wrap things up in my office today and prepare for tomorrow’s early flight, I’m sharing with you three things you can do to pre-empt an escalation with a customer. These tips will help you handle interactions to significantly minimize the chance of a customer becoming so incensed that they feel they have to talk to a supervisor.

1. Reflect Your Brand Promise

One of my clients is a furniture protection plan company. A point of upset for many of their customers is when they discover that the damage to their furniture is not covered under warranty. Customers get intensely agitated because they feel what they purchased is not the same as the service they receive. I encouraged agents in this company to reflect the brand promise in every interaction. I had them focus on explaining first what the protection plan covered and then quickly going over a few of its many benefits.

Instead of merely telling the customer that their damage was not covered, I instructed agents to say something like,

“You have an excellent plan here. It covers such things as scratches and broken pieces. In this case, we do not cover discoloration of the leather, as fading is a natural occurrence that comes from body oils and usage. If anything else should come up, though, please give us a call, and we’ll be happy to look into things for you.”

Reflecting the brand promise, in this situation, is reminding the customer of the many benefits the protection plan does offer and by serving customers with a friendly demeanor.

2. Don’t Push