A report on its own provides little value. It is the analysis partnered with management judgment that holds all of the power. Sadly, there is an epidemic of low value reporting in Corporate America. Millions of pages in excel reports, large data dumps and endless CRM queries that give us the “what”, but nothing more. Leaders are being forced to work on lower value, number crunching activities, our decision making takes longer and ultimately our business results suffer. However, we can treat this epidemic. We can coach and develop our team members to move down the spectrum from reporting to analysis: from data to information.Read More →

If you are in an operations role, you likely enjoy problem solving. It can be fun, challenging and satisfying. But, there is a BIG problem with problem solving….it happens too late in the process. At that point, we did not meet our customers’ needs, we missed our performance goals or we spent more than what we budgeted. In addition, when we invest most of our time in problem solving and fighting fires, we no longer have the time for more value added activities like coaching, training, mentoring, strategic planning etc. Problem prevention is where the party is!  By focusing most of our time on problemRead More →

Today’s post is a combination of venting and advising. Over the past two weeks, I experienced two, completely different customer experiences at a global, well known eyeglass chain; Lenscrafters. One was terrible and the other one was outstanding. Are your customers experiencing the same thing or have you taken measures to ensure and demand consistent and/or repeatable processes? Here’s my “customer experience” story… The purpose of both Lenscrafters’ visits was to adjust the frames on my glasses. If you wear plastic frames like I do, you know that they stretch out and get looser over time and need to be tweaked on a regular basis.Read More →

If you are using a CRM system to manage your technical support or customer service tickets, then you are likely using related system notifications. These are notifications triggered by an action or inaction, and sent to a designated group of employees, customers or both. Customer service teams use notifications for two main purposes, either to generate awareness about a business activity and/or to spur some type of action, such as checking back in with a customer or following up with another department to check on case progress. Ultimately, effective use of CRM notifications will help you achieve your customer outcomes such as achievement of SLAsRead More →