Categories
Business

The Ideal Follow-up Strategy

Strive to Help Each Prospect

By Peter Lyle DeHaan, PhD

Once I researched some software that promised to streamline my publishing business and integrate operations, as well as provide me with new tools. Given all this, I suspected it would be pricey. But why not dream a little? It wouldn’t hurt to get prices. I might even be surprised.

Using an online resource guide that compared the key factors of the major players’ offerings, I narrowed the list down to four promising contenders. I sent each one an email, asking the entry-level price and sharing my contact information.

Author Peter Lyle DeHaan, PhD

I requested pricing for two reasons. First, if the cost was astronomical, I could opt out of further interaction and not waste any more of my time or theirs. I also hoped to begin a dialogue, allowing me to learn more about the product and company.

Minimal or No Follow-Up

Of the four, one responded right away, two the next day, and one never did. All three responses had a terse statement of price.

Only one asked a follow-up question. Another promised to send me a demo, but never did. For the third, I needed clarification on his poorly worded message, which garnered me another brusque email.

Although my first communication was via email, I gave my phone number and mailing address. Sadly, after that initial week, no one bothered to email, call, or mail. They never added me to their marketing databases for future communication.

Of the three prices, one was too high. The second price was also shocking, but acceptable if the software worked as promised. The third, although also high, wasn’t unrealistic.

If either of these latter two software packages lived up to their grand promises, I’d have bought them, likely within the month. But we’ll never know because no one bothered to follow up.

I’m perplexed. At the price of a decent used car, you’d think there would be enough motivation to pursue all leads.

Mindless Follow-Up

The opposite of no follow-up is pointless follow-up. It’s even more troublesome because each purposeless contact serves as an effective reminder to not buy from that company.

Take Joe for instance. He was a good-ole-boy salesman, with an order-taker mentality. He stumbled onto my name and called for an appointment.

Though I said I wanted to interact over the telephone and through email, he pressed for an in-person meeting. Since I had some interest in what he was peddling—and based on his assurances of top-notch customer service and competitive pricing—I eventually agreed to meet.

During our appointment, it became clear that his company wasn’t a good match for me. If Joe’s demeanor was common, customer service would also be lacking.

He confirmed my conclusion of a mismatch with a quote at twenty-five percent higher than competitive prices. I told him so and concluded by saying I’d call him if I wanted to pursue things further.

Sadly, Joe didn’t hear me, but my name and number were now in his contact list. Mechanically, he periodically called, not for any real purpose, but just to talk.

He never supplied more information, shared company news, or tried to move the sales process forward. His spiel was always along the lines of, “Hi, this is Joe. I’m just checkin’ in to see how you’re doin’.”

At first, I was cordial and would conclude each call with, “I’ll call you if I need something.” Over time I became less affable, eventually saying, “Joe, please don’t call me anymore. I will call you if I need something.” Although necessary, I felt horrible for being so blunt.

My dismay was short-lived, because two weeks later, he called again. I cut him off, and said, as politely as I could, “Joe, I don’t wish to be rude, but I asked you not to call me anymore. Please don’t call again.”

This may have been the first time he actually listened. “D-d-did I do something to offend you?” he stammered. I explained my perspective. Incredibly, he called again a few weeks later, spewing his tired old rhetoric.

That was the last I heard from him. Either he finally got the message, or he was rightly fired.

Follow Up Until They Decide

You may think me a malcontent, first complaining about a lack of follow-through and then being critical over too much. However, there’s a middle ground that salespeople should aim for.

Quite simply, follow up until you hear a yes or a no. And never assume the lead isn’t a good lead or presume the prospect will say “no”; wait until they actually say it.

If they’re not ready to make a yes or no decision, you should continue doing your job until they decide.

However, even when a prospect says “no,” they may not mean “never.” Ask if they might want to revisit the situation in the future. If so, make sure you contact them at that time but not before.

Use Care in How Often You Follow Up

Many salespeople ask, “When shall I check back with you?” This seems a wise tactic, but the uninterested, passive-aggressive prospect will simply opt for a time as far in the future as possible, without the need to say no.

All that does is string the salesperson along and waste time. Better is to ask what other information the prospect needs from you or what the next step is in their decision-making process.

Have a Reason for Each Contact

Don’t call just to chat. Contact them only when you have a purpose or sales-related goal, such as to supply more information, share about new products or services, or offer a special promotion.

When you follow this middle ground, your interactions will have more value and your communication will be better received. Then you’ll be more likely to make a sale and less apt to read about your failure in a book.

Marketing Tactics Success Tip

Listen to your prospects, have a purpose with each interaction, and follow up until they decide.

Read more in Peter Lyle DeHaan’s Sticky Series books, including Sticky Customer ServiceSticky Sales and Marketing, and Sticky Leadership and Management featuring his compelling story-driven insights and tips.

Peter Lyle DeHaan is an entrepreneur and businessman who has managed, owned, and started multiple businesses over his career. Common themes at every turn have included customer service, sales and marketing, and leadership and management.

He shares his lifetime of business experience and personal insights through his books to encourage, inspire, and occasionally entertain.

Categories
Business

Check Your Email to Close More Sales

Don’t Lose Leads from Inaction or Oversight

By Peter Lyle DeHaan, PhD

I once sent out an email to 156 salespeople to verify some information they had submitted to my company. This information was for a printed directory to connect potential buyers to them. There was no charge for the listing.

Several of those email messages bounced back immediately, with varying types of unresolvable error messages. Several more came back after four days of trying. To their credit, some people responded at once or the next day.

Author Peter Lyle DeHaan, PhD

After a week, I sent a follow-up email to those I hadn’t heard from yet. A few more addresses were undeliverable on the second round.

With both mailings, I received many “out-of-office” messages. Few of them were the out-on-a-sales-call variety, but rather, they were the on-vacation-for-two-weeks type.

This wouldn’t be alarming, if not for the fact that I sent my message to email addresses specifically intended to receive sales inquiries.

The result was that of 156 original contacts, thirteen (8 percent) were bad email addresses and eighty (51 percent) were apparently good email addresses, but no one bothered to respond. Only sixty-three (40 percent) replied.

Remember, this was not a list that I bought or harvested but the result of self-submitted email addresses from people who wanted prospects to contact them. This was an astoundingly poor 40.4 percent response rate.

Can you imagine if a company was that apathetic about their telephone sales inquiries?

The analogy would be that on 8 percent of attempts the caller would receive a “nonworking number” recording or a busy signal, 51 percent would ring but no one would ever answer, and only 40 percent would have a person answer and respond.

With a record like that, how long would a company stay in business?

Before you criticize me for implying that email is comparable to the telephone, I must point out that email is the default communication channel for an increasing number of people who disregard phone calls.

And these people are becoming the decision makers at your prospects’ offices.

If you want more sales for your company, the simple solution might be to check your email.

And here are some more tips to help ensure email sales success:ereHere

Start with Your Website

Check your website periodically to make sure it’s working. Sites can go down (usually temporarily, sometimes permanently), pages can get deleted, links break, domain names become pointed to the wrong place—or to nowhere—and so on.

Then verify all the contact information listed on your site. Also test each contact option, such as contact forms and posted email addresses.

Keep Track of Your Email Addresses

Assign an email administrator to track all email addresses your company uses. This includes both the ones to individuals, as well as general-purpose ones (such as sales@, info@, webmaster@, and so forth).

When an employee leaves, don’t just deactivate their email, but forward it to the email administrator who can respond or route messages to the proper person.

Test Your Email Addresses

Once you’ve accounted for all your email addresses, check them regularly to make sure they’re working. This is especially true of department and company-wide addresses. Also, test every email address that has an auto-response message or is forwarded to another mailbox.

Both situations are prime areas for problems to occur, and they can easily remain undetected for a long time.

The most critical email addresses are the published ones. This includes those listed on your website; printed in ads, directories, and listings; and posted online on other websites. Test them daily. This testing can be automated.

Just make sure someone checks the logs to ensure the program is running and address any errors.

Develop a Vacation Policy

Establish a policy for staff email when they are on vacation. Short of having employees check their email while gone (an unwise requirement), an auto-response message is the minimal expectation. This message must provide the name, number, and email address of an alternate contact.

A preferred approach is to not inconvenience the client or prospect and simply have someone check the vacationing staff’s email account for time-critical messages.

This is an excellent reason to keep business and personal email separate. Just as you don’t want personal email encroaching on business hours, it’s wise to keep business email from detracting from personal time.

Heighten the Importance of Email

With any mission-critical technology there are backup options, contingency plans, notification procedures, and escalation steps. The same needs to occur with email.

Verify Staff Compliance

Until now, I’ve addressed the technical side of email. Don’t discount the human aspect. Left unchecked, salespeople can become lackadaisical or delete any message that doesn’t sound like an easy sale.

The only remedy to correct this abuse is through monitoring and verification.

Sales Success Tip

Treat email as an essential sales tool and respond quickly to messages, regardless of whether it sounds sales-related or not.

Read more in Peter Lyle DeHaan’s Sticky Series books, including Sticky Customer ServiceSticky Sales and Marketing, and Sticky Leadership and Management featuring his compelling story-driven insights and tips.

Peter Lyle DeHaan is an entrepreneur and businessman who has managed, owned, and started multiple businesses over his career. Common themes at every turn have included customer service, sales and marketing, and leadership and management.

He shares his lifetime of business experience and personal insights through his books to encourage, inspire, and occasionally entertain.

Categories
Call Center

How Do Your Prospects Perceive You?

By Peter Lyle DeHaan, PhD

When my office phone rings, I don’t want to answer it. This may seem odd coming from someone who has spent three decades in the call center industry, experiencing it from almost every angle. Though there are multiple root causes, the primary reason is that these calls are seldom welcome.

Author Peter Lyle DeHaan

With over half the calls I answer, my greeting encounters silence. But this column isn’t about dialers set too tight or high abandon rates; it’s about the other calls.

Of the remaining calls – either made by a person or a machine that connects me to a person – most have a goal counter to mine; some are a complete mismatch. Judging by these calls, some databases must indicate that I run a call center or a print shop.

For example:

“May I ask you a few questions?”

I sigh. Do I have a choice? “Go ahead.”

“How many seats do you have?”

“Just one.” I smile as the agent processes this.

“Well then, do you outsource your calls?”

“No. I’m not a call center.”

Usually the call wraps up at this point, but one agent pushed forward. “Do you currently use workforce management software?”

Sheesh.

Or consider this exchange:

“How many offset printers do you have in your plant?”

“None.” This is going to be interesting.

“Ah…well…how many digital printers do you have?”

“Zero.” My anticipation mounts.

“How can you be a printer if you don’t have any printers?”

“I’m not a printer.”

“You’re not? It says here you’re a printer. May I speak with the person who handles your printers?”

But I digress. Many of my unwanted intrusions are automated calls from a big name company wanting to verify information for my free local online listing. I receive these calls a couple times a week, every week. All I need to do is press “one” to confirm or “nine” to be removed. Of course, they don’t mention the part about opting out until I listen to the entire recording. On every call, no matter how busy I am or what project they interrupted, I take time to press “nine,” hoping it will be the last time. It never is.

Yesterday when they rang I had no deadlines looming so I put extra effort into the call. This time I pressed “one” to verify my information, hoping to reach a person and stop the unwanted phone calls.

The agent answered in an upbeat manner, bordering on perky but in an annoying way. I think he might have been having a good day.

I began sharing my frustration over the repeated calls and not removing my information as requested. But then, months of pent up frustration boiled over and spewed out of my mouth. Within moments, raw emotion took me from civil to incensed, with colorful language that my tongue seldom tells, spilling forth to my unsuspecting target.

“I can tell you’re upset.” He took charge of the call. “Let me get you over to the ‘permanent opt-out department’ right away.”

“That would be great.” Now I’m getting somewhere. I wanted to apologize for my tirade, but before I could, he transferred me.

The man at the “permanent opt-out department” asked for my number so he could enter it into their “permanent do-not-call database.” Since I didn’t know which number they were calling, I said I’d give him both. I shared my local number but while relaying my toll-free number, the line went dead.

Sheesh.

This company has repeatedly irritated me for months with their unwanted calls. Now in their one moment to shine, they disappointed me again. They could have ended the call in a positive manner, but instead, they confirmed they don’t care.

Read more in Peter’s Sticky Series books: Sticky Leadership and Management, Sticky Sales and Marketing, and Sticky Customer Service featuring his compelling story-driven insights and tips.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of Connections Magazine, covering the call center teleservices industry. Read his latest book, Healthcare Call Center Essentials.

Categories
Business

Channel Inconsistency

Frustration Abounds When Details Differ Between the Store, Online, and Call Center

By Peter Lyle DeHaan, PhD

Every two years my family and I upgrade our cell phones. This isn’t because we want the newest model. It’s because we seek the lowest cost. Since each provider offers better deals to new customers than existing ones, we’re forced to switch carriers.

Every time we make our biennial switch, a nightmare unfolds. Here’s one of our tales of frustration.

Author Peter Lyle DeHaan, PhD

In Person

This time, our daughter took the lead in our every-other-year phone migration. She replaced her phone first. She did her research online and then visited their store to complete the purchase.

The phone she selected had an instant rebate and a mail-in rebate, which resulted in a cost of zero. Everything went as expected, and she bought her new phone.

We thought nothing of the fact that the website promotion matched the in-store price. Assuming this would continue to be true, however, was a mistake.

With her approval of the product, a few weeks later we moved forward to replace three more phones. With confidence we returned to the store, only to learn the price for that phone had increased and there was no longer a mail-in rebate.

We left discouraged and without our new phones.

Online

Once home, we revisited their website. Online pricing had changed too, but it differed from the store’s price. The cyberspace deal offered an instant rebate, resulting in a net cost of 99 cents.

Though a tad more than free, we accepted the charge. I placed the order, but a pop-up told me I couldn’t upgrade online. It referred me to a toll-free number.

Call Center Sales

I called. Incredibly, their net price after rebate was $50, not 99 cents. When I mentioned the online offer, the agent matched it.

A few days later, I phoned them again to order a fifth and final unit. To my dismay, I hadn’t noted the 800-number given online in the pop-up window.

Instead of repeating a futile pretense of ordering online just to get it, I dialed the number listed on my paperwork.

Call Center Customer Service

This time I encountered yet another pricing situation. The net cost, after promotions and rebate, would be $40 to buy the same phone. I told the agent about the deal I received two days prior.

This confused her, musing about the different options she could tap to give me a better deal. She could reduce my cost to $29.95, even $20—with manager approval—but not 99 cents.

I mentioned the website deal and asked her to match it. She told me she couldn’t do that.

“But the person I talked to on Monday matched it,” I said.

Again, this confused her. After more questioning, she understood the situation. She was in customer service while the prior employee was in sales. Sales could match website offers; customer service could not.

She surprised me by revealing she had a sales quota of two phones per day. Although she remained professional, her enthusiasm waned. She gave me the number for sales, lessening her chances of meeting her daily quota.

I called the number and bought the phone for 99 cents.

One Product and Four Prices

To recap, the store promoted one price, the website listed another, customer service offered a third, and sales quoted a fourth. Customer service had some pricing latitude, but sales had more.

Is this any way to run a business?

Subjecting frontline staff to inconsistent pricing and frustrating policies is no way to treat employees. Nor is it the right way to treat customers.

Everyone suffers with channel inconsistency between the physical store, the website, and the call center. This disconnect affects staff, prospects, and customers.

The result is buyers venting to staff. Frontline employees—store clerks and call center agents—must endure this understandable, but avoidable, customer angst.

What we must offer is channel consistency instead of channel inconsistency.

Marketing Management Success Tip

Channel inconsistency is no longer as bad as it once was. But it still exists. Hire a secret shopper. Have them interact with your company through each channel to uncover inconsistencies in pricing and policies. Then eliminate the differences.

Your customers and your frontline staff will appreciate it.

Read more in Peter Lyle DeHaan’s Sticky Series books, including Sticky Customer ServiceSticky Sales and Marketing, and Sticky Leadership and Management featuring his compelling story-driven insights and tips.

Peter Lyle DeHaan is an entrepreneur and businessman who has managed, owned, and started multiple businesses over his career. Common themes at every turn have included customer service, sales and marketing, and leadership and management.

He shares his lifetime of business experience and personal insights through his books to encourage, inspire, and occasionally entertain.

Categories
Call Center

Want More Sales? Check Your Email

Peter Lyle DeHaan, PhD

If it’s your job to obtain clients for your call center, I have a secret technique to increase your closing ratio and success rate: check your email. Seriously.

I suspect that there’s a better than even chance that you are missing leads, spurning prospects, and losing sales – all because of email. If you don’t believe me, I have proof.

Author Peter Lyle DeHaan

On the Connections Magazine website, I list outsource call centers. There is an expanded version of the same information on the website Find a Call Center. All the data listed have been directly submitted by the call center themselves, be it the owners, marketing managers, or sales professionals. 

The one thing they have in common is that they are all eager to receive leads and make sales. Once the information is submitted, I review it, verify that the information is relevant, and then post it on both sites.

I verify listings annually and recently sent out the verification messages. The lack of response—and the slowness of response—was appalling.

Emailing sales contacts at 188 call centers, only 48 (25%) responded to my first email message, while 21 (11%) of the addresses generated a failure notice. The majority of those responding did so the first day, but many trickled in over the next week.

I sent a second email message to the remaining 119 non-responders. This time 16 (13%) responded, with 4 (3%) generating a “delayed” message, eventually “giving up.” One third of the responders did so within one day, with the rest taking up to five days. A third and final email was sent out to the remaining 103 call centers. This time only 5 (5%) responded.

Someone might assert that sales inquiries take precedence over my verification email, but does this somehow justify never responding? That is unacceptable. Remember, if my verification request is ignored, they lose their listing and all subsequent leads.

In summary, only 37% responded at all—only about half did so on the same business day; 13% had non-working email addresses (“failures” or “delayed”); an entire 50% were seemingly received but ignored.

If your call center marketing strategy and sales staff relies on email inquiries for lead generation, prospecting, and sales, then these are indeed sobering numbers.

Read more in Peter’s Sticky Series books: Sticky Leadership and Management, Sticky Sales and Marketing, and Sticky Customer Service featuring his compelling story-driven insights and tips.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of Connections Magazine, covering the call center teleservices industry. Read his latest book, Healthcare Call Center Essentials.

Categories
Call Center

When Shall I Check Back With You?

By Peter Lyle DeHaan, PhD

A few months ago, I was doing research on software designed specifically for periodical publishers. The general promise was that this class of software would streamline and integrate operations, as well as provide the ability to offer new services. With all its promises and pretension, I suspected that it would likely be pricey as well.

Author Peter Lyle DeHaan

Why not dream a little, I reasoned? It wouldn’t hurt to get prices. Perhaps I would be pleasantly surprised. I found a resource guide that compared the key factors of the major players’ offerings. Using a couple of basic screens to limit the roster of some thirty providers, I quickly narrowed the list down to four promising contenders. To be efficient, I sent an email to each of them, asking the entry-level price and sharing my contact information.

I chose to request pricing for two reasons. Firstly, if it was astronomical, I could quickly opt out of further interaction and not waste any more time – mine or theirs. The other reason was that I expected a query about pricing to invite dialogue, thereby allowing me to learn more about the product and the company behind it. Although I could have chosen a more formal approach and submitted at RFP (Request for Proposal), preparing it would have taken up a great deal of my time, most likely exposing my naiveté and producing reams of largely worthless documents – not to mention demanding a lot from these vendors. (Now you know what I think about RFPs.)

So, I merely sent an email asking for their entry-level pricing. Of the four, one responded almost immediately, two the next day, and one never answered my query. All three of the responses contained a terse statement of price. Only one asked a solitary follow-up question, and no one attempted to enter into further dialogue. Another promised to send me a demo – but never did. For the third, I needed clarification on his poorly worded message, which garnered me another brusque email.

No one did any follow-up – ever. Although my initial communication was via email, I conspicuously provided both my phone number and mailing address. Sadly, there was nary an email message, phone call, or mailing. It doesn’t even appear that I have been added to any marketing databases for any future sales efforts or routine communication.

Of the three prices, one was too high for consideration, the second was also shocking, although feasible if the software proved as compelling as promised, and the third, although also high, was not unrealistically so. The bottom line is that had either of these later two software packages lived up to their grand pronouncements, I would have made a purchase, most likely within the month. But we will never know, because no one bothered to follow up with me.

Frankly, I am perplexed. At a price point comparable to a decent used car, you would think that there would be sufficient motivation to diligently pursue all possible leads.

The opposite of no follow-up is endless, pointless follow-up. It is perhaps even more deadly, because each purposeless contact serves as an effectively poignant reminder not to buy from that company.

Take Joe for instance. Joe was a good-ol’-boy salesman, with an order-taker mentality. He stumbled onto my name and called to set up an appointment. Even though I stated my preference to conduct business via the telephone and through email, he pressed for an in-person meeting. Since I did have some interest in what he was peddling, and based on his assurances of top-notch customer service and competitive pricing, I eventually acquiesced to meet with him.

During our appointment, it became quickly apparent that his company was not a good match for me. If Joe’s demeanor was representative of his company, I was confident that customer service would be decidedly inadequate. My conclusion of a mismatch was further confirmed with his price quote, which was twenty-five percent higher than “competitive.” I told him so and concluded by saying that I would call him if I wanted to pursue things further.

Sadly, Joe did not hear me, and my name and number were firmly ensconced in his Rolodex. Mechanically, he would periodically call, not for any real purpose, but just to talk. He never provided more information, never shared company news, and never attempted to move the selling process forward. His spiel was always along the lines of, “Hi, this is Joe; I’m just checkin’ in to see how you’re doin’.”

At first, I was relatively cordial and would conclude each call with, “I’ll call you if I need something.” Over time I became less affable, eventually ending a call with “Joe, please don’t call me anymore; I will call you if I need something.” Although necessary, I felt horrible for being so blunt.

My dismay was short-lived, because two weeks later, he called again. I cut him off, and as politely as I could muster, I said, “Joe, I don’t wish to be rude, but I asked you not to call me anymore. Please don’t call again.”

This may have been the first time he actually listened. “D-d-did I do something to offend you?” he plaintively implored. I explained my perspective on the situation. Incredibly, he called again a few weeks later, spewing his same tired, old rhetoric. That was the last I heard from him. Either he finally got the message – or got canned.

You may think me a malcontent, first complaining about a lack of follow-through and then being critical about too much. In reality, there is a middle ground that salespeople should aim for.

Quite simply, follow up until you hear a definite “Yes” or an emphatic “No.” And by all means, do not assume that the lead is not a good lead or infer that the prospect will say “No”; wait until they actually voice it. If they are not ready to make a yes or no declaration, you need to continue doing your job until a decision can be made.

This brings up two more thoughts. First, use careful discretion in the frequency of your follow-up contacts. Many salespeople ask, “When shall I check back with you?” Seemingly, this is a wise tactic, but the uninterested prospect will simply opt for a time as far in the future as possible, without the need to say “no.” All that does is string the salesperson along and waste time. Better is to ask what other information the prospect needs from you or what the next step is in their decision-making process. The other point is that even when a prospect says “No,” that may not mean “Never.” Ask them if they might want to revisit the situation in the future. If so, make sure you contact them at the appropriate time, but not before.

Most importantly, when you call, be sure that you have a reason for doing so. Don’t call just to chat; today’s decision-makers are far too busy to engage in idle, purposeless conversation. Call only when you have a predetermined purpose in mind or have defined a worthy goal directly relating to the sales process. Examples of reasons to call are to provide more information, update the prospect on new developments, share about new products or services, or offer a special promotion.

This way, your calls will be of value and your communication will have a better chance to be welcomed. And then you will be more likely to make a sale and less apt to read about your failure to do so!

Read more in Peter’s Sticky Series books: Sticky Leadership and Management, Sticky Sales and Marketing, and Sticky Customer Service featuring his compelling story-driven insights and tips.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of Connections Magazine, covering the call center teleservices industry. Read his latest book, Healthcare Call Center Essentials.

Categories
Call Center

Check Your Email

By Peter Lyle DeHaan, PhD

How do you regard email? Is it something that you can’t live without, a necessary evil, or somewhere in between? At Connections Magazine, email is a critical tool that we use to communicate with readers, advertisers, and each other.

Author Peter Lyle DeHaan

Without it, our ability to put out this magazine would come to an abrupt stop. However, even with it being such an indispensable tool, email is also an ongoing source of frustration, sometimes extremely so.

In the October issue of Connections Magazine, we published a list of outsourcing call centers. This list is compiled from submissions which are also posted on our website.

This has been an ongoing effort for several years and a service which we are happy to provide to the industry – and to your potential prospects. Since I am well aware that business listings and contact data change over time, I wanted to verify that all listing information was still current before being printed in our magazine’s outsourcing call center directory.

Starting with an initial 156 call centers in our listing, I sent an email to each one, asking them to verify their information prior to publication. Several of those messages bounced back immediately, with varying types of unresolvable error messages.

Several more came back after four days of trying. To their credit, some people responded immediately or the next day. After a week, I sent a follow-up email to those who I hadn’t heard from yet. A few additional addresses were undeliverable with this second round.

With both mailings, I received many “out-of-office” messages. Few of them were of the “out on a sales call” variety, but rather, they were the “on vacation for two weeks” type.

This would not be alarming, if not for the fact that I had sent my message to email addresses that had been posted for sales inquires.

The end result was that of 156 originally listed call centers, thirteen (8.3%) were bad email addresses, eighty (51.3%) were apparently good, working email addresses, but no one bothered to respond, and only sixty-three answered, either to confirm or update their listing.

Remember, this was not a list that I bought or harvested, but rather the result of self-submitted email addresses from people who wanted to be contacted. This was an astoundingly poor 40.4% response rate.

Can you imagine if someone were that apathetic about their telephone number?

The analogy would be that on 8% of call attempts the caller would receive a “nonworking number” recording or a busy signal, 51% would ring but never be answered, and only a scant 40% would be answered by a person and responded to.

With a track record like that, how long do you think a call center could stay in business?

Before you criticize me for implying that email is a comparably critical comparison to the telephone, I need to point out that email is the default communication channel for an increasing number of people – especially the younger generation, who are rapidly becoming the decision makers at your prospects’ offices.

Each month I hear from call centers (by the way, they generally email me) who wonder how they can obtain more clients. I have been hesitant to give them my ideas because that was not one of my strengths when I was in their shoes, but I’m starting to realize that perhaps I do have something to offer.

Start with Your Website: Firstly, you need a website. I’ve said it often and I’ll say it again, if your call center doesn’t have a website you won’t be taken seriously. Once you have a site, check it periodically to make sure it is still there and working.

Sites can go down (usually temporarily, sometimes permanently), pages can get deleted, links break, domain names become pointed to the wrong place – or to nowhere – and on and on. As I delved into this project, I removed all listings that didn’t have working websites. After all, if a prospect finds you online, they will likely want to contact you online.

Keep Track of Your Email Addresses: You need to assign an email administrator who keeps track of all email addresses that your call center uses. This includes both the ones to individuals, as well as general purpose ones, such as for a department.

When an employee leaves, don’t just deactivate their email address, but have it forwarded to the email administrator so that important messages can be received and routed to the proper person.

Test Your Email Addresses: Once you’ve accounted for all your email addresses, they must be periodically checked to make sure they are working. This is especially true of department and company-wide addresses.

Also, carefully test all of those email addresses that have an auto-response message or are forwarded to another mailbox. Both of these situations are prime areas for problems to occur – and can easily remain undetected for a long time.

The most critical email addresses to check are those that are published. This includes those listed on your website; printed in ads, directories, and listings; and posted online on other websites. These should be tested daily. (Incidentally, this is a service that you should be offering your clients.) 

This testing can be automated – just make sure someone is faithfully checking the logs to ensure the program is running and the errors are being addressed. Perhaps better still is to simply have an agent do the testing during a slow time of the day.

Develop a Vacation Policy: A policy needs to be established for staff email when they are on vacation. Short of having them check their email while gone (a requirement that I would discourage), an auto-response message is the minimal expectation.

This message must provide the name, number, and email address of a qualified alternate contact. A preferred approach would be to not inconvenience the client or prospect and simply have someone check the vacationing staff’s email account for time critical and urgent communiqués.

(This is an excellent reason to keep business and personal email separate. Just as you don’t want personal email encroaching on the business hours, it is wise to keep business email from detracting from personal time.)

Heighten the Importance of Email: If your call center switch, server, or telco connection goes down, it is a problem of the most critical nature; all else becomes subordinate until it is resolved.

There are backup options, contingency plans, notification procedures, and escalation steps. The same needs to occur with email.

Verify Your Sales Staff: Up until now, I have addressed the technical side of email. The human side, however, should not be discounted.

Left unchecked, salespeople can become lackadaisical, forget to check email, or merely delete any lead that doesn’t sound like a sure thing. This is only remedied through diligent monitoring and verification.

So the answer to my most commonly received query, “How can I get more sales?” may be as simple as “Check your email!”

Read more in Peter’s Sticky Series books: Sticky Leadership and Management, Sticky Sales and Marketing, and Sticky Customer Service featuring his compelling story-driven insights and tips.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of Connections Magazine, covering the call center teleservices industry. Read his latest book, Healthcare Call Center Essentials.

Categories
Business

Anything for a Sale

Closing a Sale but Alienating a New Customer in the Process Is Bad Business

By Peter Lyle DeHaan, PhD

Back when my family had an entertainment subscription (aka cable TV), a new network launched, and we wanted to watch its shows. I wondered if my provider would offer it, but repeated contacts to our provider via email resulted in no responses. Next, I called them, but they couldn’t give me any answers.

Author Peter Lyle DeHaan, PhD

During this time, a direct mail piece arrived from their competitor. It offered an attractive price, free installation, and new equipment, including a DVR (remember DVRs?). This appealed to me since our receiver and remote (free promotional incentives from our existing provider) were wearing out. The DVR would be a bonus.

Say or Do Anything for a Sale

Upon calling the prospective provider, I talked to a helpful and confident agent, Karl. My first question was if they carried the network. Karl knew all about it and assured me they did.

Upon further digging, however, I learned we wouldn’t save money by switching. But changing providers would get us the new network and new equipment, including a DVR. I confirmed my understanding of what Karl said and placed my order.

A few days later, the installer arrived and set up the system. He gave a quick overview of its operation as he waited for the programming to download. I asked for the channel number of the new network. “I don’t know offhand,” he said, “but it’s there someplace. If you can’t find it, call this number.” He handed me an information sheet, which included a phone number. Then he left.

Thirty minutes later, and frustrated, I dialed that number. “I’m sorry,” the agent said. “I can only help you with installation issues, and this isn’t an installation question. You’ll need to call the provider.” (Karl, it turns out, worked for an authorized agent and not the company.)

The provider’s call center told me it would be an extra $5 a month to get the new network. Mad at this unexpected news, I called my buddy Karl. Unfortunately, he was no longer my buddy.

“I only deal with sales questions,” he said. “I can’t help you.” Then he hung up.

My wife, who is tenacious in righting wrongs and fixing the unresolvable, took over our quest to watch the new network. Over the next few days, she called Karl, the service department, the installation line, and the billing department, as well as any other number she could find.

Several days and too many calls later, she resigned herself to accept that I’d been had.

During our dealings, we’d received many conflicting explanations:

  • The network is part of your service package.
  • The network is available for only a dollar more a month.
  • The network is available for five dollars a month.
  • The network is not part of your local channels (even though it was broadcast locally).
  • The network is available everywhere but in your area.

There is much to learn from this saga. One miscommunication had widespread ramifications for us.

One person’s words, either by intention or ignorance, resulted in more than a dozen follow-up phone calls and a new customer who is angry and feels maligned. It will take much effort to overcome such a bad start.

As such, several recommendations are in order:

Training

If the miscommunication was out of ignorance, then better sales training could have averted the whole ordeal. Unfortunately, the payback from training isn’t directly quantifiable, while sales numbers are. This is a dilemma that sales managers must acknowledge and grapple with.

Call Monitoring

If the miscommunication was intentional, then some policing is in order. Active monitoring might have caught the error, could have uncovered the rogue employee, and certainly would have minimized all employees’ willingness to lie to close a sale.

Incentives and Measurements

What gets measured gets done, and what gets paid for gets done better. Again, if the miscommunication was intentional, then it was a calculated lie to make a sale.

Unfortunately, sales departments’ reward systems often serve to promote activity that’s detrimental to an organization’s overall best interests. Always keep the big picture in mind.

Third Party Accountability

Whenever a company hands off contact to an authorized agent, they need to hold the third party accountable. The parent company’s reputation is at risk, and they need to confirm they’re properly represented.

This involves more than just tracking monthly sales totals or the cost per sale.

Consistency

All staff must have the same information, supported by the same technology, and reinforced by training. This helps to ensure they’ll give customers the right answer—every time.

Furthermore, they must synchronize this with their websites and coordinate it with marketing pieces. This supplies a singular answer for every employee, spread across multiple channels.

Quickly Salvage Mistakes

There’s a ripple effect when a mistake happens. This occurs both within the company as more people are pulled into the problem, as well as outside the organization as others hear about the issue. Both take their toll.

Empower front-line employees to act and to solve pressing issues, not just be encouraged to end the call so they can take the next one.

Problem Resolution

After many calls, an agent finally apologized, but no one ever said, “What would you like done to resolve this?” No one ever suggested a course of action or recommended a solution.

We never did get the network we wanted from that provider, but Karl, who will say anything to close a deal, did chalk up a sale.

Sales Management Success Tip

Don’t look at sales numbers in isolation. Instead. consider how sales and marketing initiatives fit into your company’s overall long-term goals.

Read more in Peter Lyle DeHaan’s Sticky Series books, including Sticky Customer ServiceSticky Sales and Marketing, and Sticky Leadership and Management featuring his compelling story-driven insights and tips.

Peter Lyle DeHaan is an entrepreneur and businessman who has managed, owned, and started multiple businesses over his career. Common themes at every turn have included customer service, sales and marketing, and leadership and management.

He shares his lifetime of business experience and personal insights through his books to encourage, inspire, and occasionally entertain.