Professional Documents
Culture Documents
854
Customer Support,
Communication,
and Professionalism
20
In this chapter, you will be introduced to specic customer- and clientsupport scenarios. You will learn about the forms of conduct that have been
accepted as an industry standard. You may be the most skilled technician in
the company, but if you do not deal with people in a professional and courteous
manner, you will most likely lose your job or be banned from dealing with
customers and clients. You will also never be raised to a position of leadership or
management, and all other career options may become limited. The importance
of learning the skills in this chapter cannot be emphasized enough. Reading,
understanding, and being able to put into practice the skills covered in this
chapter may determine your future in a computer-related career.
A+ ExamKey Points
The Communication and Professionalism domain is new and is part of the
CompTIA A+ 2006 exams: Essential, 220-602 (IT Tech) and 220-603 (Remote
Tech). In these exams, you will most likely encounter questions related
to customer relations, such as communicating clearly with the customer,
listening to the customer, and conveying to the customer a positive attitude.
Customer Support
customer support
the delivery of
customer assistance,
customer training,
and customer
services.
A+
There are several customer support organization models that are recognized
as standard. Some of these models are help desk, call center, small business,
service counter, depot technician, and corporate enterprise support. The exact
model of your company and how you t within that model depends on three
main factors:
The number of people requiring support.
The product being supported.
The customer location (local or global).
Some organizations are a combination of several models working together as
a team. For example, a help desk service may be outsourced to a foreign country
such as India. This help desk may work closely with an organization in the USA
that performs the actual physical work. In the following sections, several of the
most common support organization models are presented.
help desk
live support
professionalism
teamwork
Help desk
help desk
a central point of
contact that provides
technical support to
clients. The clients
may be company
employees or
customers.
This chapter covers the basic skills necessary to function in a customeror client-related environment. Not all computer jobs require you to meet and
work with customers and clients. However, most jobs do require working with
customers and clients on a regular basis. You probably assume you already
know how to deal with people. There are some specic skills required to keep
customers and clients happy that you may not be aware of.
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Call
center
Help
desk
Business 1
Help Desk Model
A
Business 2
855
Figure 20-1.
Help desk model and
call center model.
AIn the help desk
model, the help
desk is part of the
company. BIn the
call center model, the
help desk is a part
of a call center. The
call center provides
support to many
different businesses.
856
Depot technician
depot technician
a technician that
performs repair
work, usually
covered by warranty,
and has very limited
customer contact or
no customer contact
at all.
Business 3
center cannot immediately resolve the problem, the support request is forwarded
to the next level of support, which may be a technician located at Dell. The
technician is trained to handle more difcult problems that require intervention
by a person with much more expertise.
There are many different software packages designed to keep track of service
requests and the nal results. This is typically how service is organized and
tracked. For example, when a customer or client rst contacts the help desk with
a service request, the call is logged, Figure 20-3. This includes adding the date
and time and a description of the problem. The software will typically generate a
repair ticket.
The help desk technician may resolve the problem immediately or may
dispatch a technician to the clients location. The copy of the repair ticket is
distributed to the technician who will report to the physical location of the
problem.
On resolving the problem, the technician completes the ticket by adding the
procedure used to resolve the problem. Any hardware or software that needs to
be provided or has been provided to remedy the problem is also listed. A followup of the incident can be reviewed at the end of the day to ensure all problems
have been resolved and that no incident has been left unresolved.
call center
a large collection
of support people
located in a common
facility equipped
with telephones and
computer network
support. A call center
can provide support
for more than one
company or product.
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The main job of a depot technician is to perform repair work usually covered
by warranty. The depot technician receives the hardware item after the client has
contacted customer support through a call center or help desk or if the problem is
not immediately resolved by the rst contact. Once the equipment arrives at the
depot, it is assigned to a technician for inspection and for repair or replacement. A
depot technician has very limited customer contact or no customer contact at all.
Support Software
Call center
A call center is typically a large collection of support people located in a
common facility equipped with telephones and computer network support. Many
call centers provide support for more than one company or product. The center
may be located anywhere in the world.
Call center employees do not necessarily have technical skills required
for repairing computer-related problems. They are more likely trained to read
prepared scripts correlated to the most common general problems. If they cannot
adequately x the problem, the support request is forwarded to the next level of
repair technician. This repair technician is usually located at the company who
manufactures the equipment or writes the software.
Levels of Support
There are typically three levels of support within an organization, Figure 20-4.
Level-one support is the initial technical support contact. This is typically made
with technical support from a help desk, Web site, or call center. Most problems
can be corrected at this level.
Level-two support is when the problem is elevated to a person with more
experience or expertise than the rst person contacted. While level-one support
handles most problems, the person at level one typically answers technical
support questions from queue cards or a software program that has answers
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Repair Ticket
Job Request Number:
857
Figure 20-2.
Example of a
repair ticket for
the corporate
environment.
858
Figure 20-3.
HelpStar service
request. (Help
Desk Technology
International
Corporation)
Contact Information
Initial contact date:
Name:
Phone number:
Department:
Equipment information
Brand:
Model:
SN:
Repair Information
Service date:
Service technician:
Diagnosis:
Figure 20-4.
The levels of support
through which a
problem can ow.
Actions taken:
Ch20.indd 857
Date:
Technician signature:
Date:
Description
Help desk, Web site, or call center.
Level two
Level three
available for the most common customer problems and questions. Level-two
support is provided for problems that are much less commonly encountered or
more unique in nature. For example, a new software application that has just
been released to the public may be conicting with another software application.
The problem is so new that there is no or very limited information. The level-two
support technician works closely with the customer to solve the problem. The
technician may need to recreate the problem before being able to nd a procedure
for correcting the problem.
Level-three support is typically provided outside the immediate technical
support location. For example, a third-party company, such as Microsoft and
IBM, provides level-three support when a problem cannot be solved locally by
level-one or level-two support. This is often a combined effort to solve a customer
problem and is coordinated by the original support team member who is a leveltwo member at the home company. Level-three support may involve software
programmers and engineers. Consumers are generally never involved with levelthree support personnel.
Parts used:
Contact signature:
Support Level
Level one
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Most level-one technical support is free, at least for a limited time. The
highest level of support is typically not free and is set up on a cost per incident
basis or through a service contract. It may also be based on a specic number of
incidents or minutes of live support. Live support is when you actually talk to
support personnel rather than using e-mail as a means of technical support.
Outsourcing
Customer support is often outsourced to a company that specializes in
technical support. The outsource company may reside in the United States or
be located overseas. The main reason for outsourcing is cost of the support
service, of which the major cost is employee wages. It is often less expensive for a
company to use a call center located in a foreign country because the wages may
be far less than if the same service was provided locally.
A software or hardware company may nd it more cost effective to outsource
level-one support and opt to provide level-two support on a local basis. All
common or routine problems encountered by customers or clients can be
answered by the outsource service. Problems requiring a level-two technician
are reserved for the company at the local location or authorized service centers
scattered across the United States and world.
For example, the ABC Laptop manufacturer has all client and customer
support requests directed to a 1-800-number or to e-mail support. The rst level
of support is provided by the outsource company XYZ Corporation located
in Bombay, India but authorized to represent the ABC Laptop manufacturer
company in the United States. The XYZ Corporation handles all routine calls
and provides help to customers. They cover the basic problems that may be
encountered and talk customers through such items as verifying the following:
Power LEDs are lit.
All cables are connected.
Memory has been reset.
They may also talk the customer through the procedures for using the
support CD to reinstall the operating system and through other basic tasks. If
the problem cannot be resolved, the outsource support company forwards the
problem to the ABC Laptop manufacturer. This is when more sophisticated
troubleshooting diagnostics are required or the actual physical replacement of
hardware items. The customer is provided an address to send the laptop to or
a pickup ticket for FedEx, UPS, or similar service. The laptop is then sent to the
ABC Laptop manufacturer for diagnostics and repair.
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859
live support
support in which a
customer or client
talks directly to
support personnel
rather than using
e-mail or FAQs.
860
Figure 20-5.
Dell provides on
their Web site (www.
dell.com) a FAQ for
customer service
questions, technical
support questions,
and account
questions.
Dell has set up a comprehensive customer support Web page using the most
commonly asked customer support questions, Figure 20-5. The major FAQ topic
areas are customer support questions, technical support questions, and my
account questions. Figure 20-6 shows the Dell Web page for the most frequently
asked topics concerning Internet security. After selecting a topic, such as,How
Do I Clear My Temporary Internet Files, Cookies, and History in Internet
Explorer?, step-by-step instructions appear similar to those in Figure 20-7.
Dell saves thousands of dollars in manpower by posting answers to the
most commonly asked customer questions. They also satisfy customer needs all
around the globe by providing customer support 24/7. It is interesting to note that
Dell provides the very same information that could be found on the Microsoft
Technical Support Web site; however, Dell has personalized the information for
their customers.
Communication Skills
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862
Verbal Communication
Figure 20-6.
This Dell Tech
Support FAQ lists the
top Internet security
topics.
Good examples:
Yes, we can x that.
No problem, we can handle that.
Yes, we x that type of problem all the time.
If you have any more problems, dont hesitate to call.
You are no bother. This is what I am here for.
Figure 20-7.
Dell provides
procedures for How
do I type questions.
Bad examples:
I hope we can help you.
Ive never xed that type of problem before.
I dont know, but Ill try.
Ill be busy later, so lets get this nished now.
Body Language
Body language and mannerisms can say more than the spoken word and
reveal your true feelings. For example, as an employee you may say, How may
I help you? However, if you continue to work on a customers computer and
avoid eye contact with the customer, you are sending the nonverbal message, I
am very busy right now and really do not have time for your problem. If you
greet a person with open arms or hands, you warmly say nonverbally, I am
open to your problem. On the other hand, if you greet the customer with arms
folded across your chest and a scowl on your face, you are sending the nonverbal
message, Keep out. The following are some body language key points to keep
in mind:
Smile.
Maintain eye contact with the customer while listening, Figure 20-8.
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864
Show the customer that their problem is your main concern. You do this by
asking probing questions such as, How long have you had this problem? Never
be judgmental or indicate that the customer caused the problem, even if they did.
You will use training techniques and suggestions to help them avoid the problem
in the future.
Avoid distractions. A customer or fellow worker will feel you are not
interested if you do not give them your full attention. For example, when working
on a project, always stop your work to talk to a customer. This will give the
customer a feeling of importance and show that you care about their problem.
It will also keep you from making an error on your project because you are
distracted. In making a customer feel important, you will gain their condence.
Figure 20-8.
By maintaining
eye contact with
the customer while
listening, you tell
that customer you
are truly interested
in helping him or her
with their problem.
Listening Skills
Listening skills are the most important trait listed by employers in recent
surveys conducted to identify the trait most desired in customer support.
They all agree that employees who work with clients and customers must
have excellent listening skills. It seems like listening is such a simple task. So
why do not all people have good listening skills? Many people, especially the
type of personalities that gravitate toward the computer eld, are often bright
and articulate and may already be thinking ahead of the customer. Avoiding
this habit will keep your customers from feeling small and inadequate. The
following are a list of guidelines to put into practice:
Always maintain eye contact while listening.
Avoid distractions while listening. Do not try to perform other tasks while
the customer or client is talking to you. Focus on the speaker.
Never eat or drink while talking with a customer.
Always allow the customer or client to complete his or her sentence. Never
cut off or interrupt them, anticipating what they are going to say.
Restate the problem to the customer or client. This will ensure that you know
what they are saying or describing to you is the problem.
Check out www.listen.org, a Web site dedicated to listening skills. There you
will nd many interesting facts, such as only 7% of the meaning in a conversation
is transmitted by actual words.
Telephone Skills
Many of the same skills used in face-to-face communication also apply to
telephone support. Always speak clearly and concisely and avoid trade jargon,
slang, and acronyms.
Never engage in other activities while talking to the customer or client. A
person can always tell when someone is not focused on his or her conversation.
When you are engaged in another activity, like working on a computer while
talking to the customer on the telephone, the customer will be able to tell you are
not fully engaged with their conversation. This will generate a feeling that you
are not truly concerned with their problem or need and will probably irritate the
customer.
Always avoid talking on a speakerphone, as this only conrms that you are
not paying attention to the caller. You are a technician. If you must be hands
free, get a headset. At least this way, the customer will feel that they are the
Attitude
Attitude is easily perceived by a customer but is very hard to dene in
objective terms. Everyone knows a good attitude or a bad attitude when they
experience it. It is critical to your success to always maintain a positive attitude
while working with people. Without it, you may not have a job. It doesnt take
long to earn a reputation for your attitudegood or bad.
For this chapter, the best denition of attitude is a subjective judgment of
character made by the customer based on the perception of how the technician
presents himself or herself and meets the customers needs.
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866
Writing Skills
Writing is a part of all customer support technician duties. As a customer
support person, you will either write by hand on repair tickets or enter into a
computer the specics about a repair. Content typically consists of a description
of the problem and the repair procedure used to x the problem. Often, your
writing and documentation of specic problems and the method used to x the
problem will become valuable company information for problems encountered in
the future.
E-Mail
Customer support may require a great deal of time answering e-mails from
customers and clients. When writing e-mails to customers and clients, avoid
computer jargon, acronyms, and abbreviations, just as you would in spoken
language. Communicating in writing with other technicians is not the same as
communicating in writing with customers and clients. While it might be perfectly
all right to use an acronym or abbreviation on a customer repair ticket, you
should avoid acronyms and abbreviations when communicating with customers.
Figure 20-9.
Smiling while on the
telephone can help
you convey that you
are pleased to hear
from the customer
and want to help
them.
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Figure 20-10.
Microsoft Outlook
has a tool called
the Out of Ofce
Assistant, which is
used to send an auto
reply to senders.
868
Professionalism
professionalism
a businesslike
characteristic
reected in a
person and work
environment.
Professional Image
Emotion
Smile or happy.
Shock.
Frown.
Wink.
emoticons
cartoon face
characters made
from keyboard
symbols to express
emotions in e-mails,
letters, and text
messaging.
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870
Many students feel that if they have exceptional technical skills, they will
never be red. Nothing could be further from the truth. More employees have
lost their jobs because of their unprofessional manner than from technical
incompetence. An employer will tolerate an employee with average technical
skills, but will not tolerate an employee who conducts himself or herself in an
unprofessional manner. When employers contact other professionals for hiring
recommendations, they typically request someone who can work well with
people rather than request the smartest or most technically able person. The
most important thing to the employer is an employees image and personality.
Employers rarely, if ever, call a second time if a nonprofessional person comes in
for an interview.
Figure 20-12.
This IT person is
wearing casual
business attire.
Work Environment
The store or work location image is also critical, and is often a direct result of
the employees efforts to maintain a professional image. The work environment
must represent a professional atmosphere. If the work environment is to be
visited by customers and other employees, it should be maintained so as not to
be offensive to others. For example, you may enjoy a particular style of music
while you are working; however, it may not be the choice of many customers. The
customer should not be offended by loud music of any generation. You should
avoid music in the work environment where customers may be present, except for
soft, neutral background music.
Also, be aware that listening to an MP3 player or other device through
earphones is offensive to many people. You should be concentrating on the
customer or client. This also applies to working at a clients workstation and in
the corporate environment as a whole. The following are some tips to help you
maintain a professional environment in your workplace:
Keep your location and workstation clean and well organized.
Never keep food containers, cups, and general trash on counters or work areas.
Do not play music that is not in the mainstream or blast music of any kind.
Do not let friends hang out around the store or workspace. The workplace
is not a social club.
Do not display inappropriate posters, pictures, or signs. You may think they
are fun or entertaining, but not all customers share your view.
Many businesses provide shirts for their support staff. When shirts are
provided, the dress code is clearly stated to the employees. If the dress code is not
clearly stated, then it is assumed. When working in the area of customer support,
a polo shirt is most appropriate, but be aware that some companies require a
dress shirt and tie to be worn when dealing with customers and clients at their
locations.
As a computer technician, you will likely be crawling on the oor or reaching
behind desks. Unisex (the same for both men and women) dress is typically
the best and safest choice. Women should never wear short dresses or revealing
clothing if they have to work in this environment. The following are some wellthought-out tips that should become a part of your own professional image:
Dress professionally. Clean, neat slacks and a shirt with a collar is much more
appropriate than a T-shirt with a slogan. This is especially true if the T-shirt
has a controversial slogan or image printed on it.
Hair should be neat and clean. Hair with spikes or wild colors might be cool
to you, but it is entirely unprofessional in the workplace.
Speak to customers in a professional manner. Never use curse words or
inappropriate language or terms, even as a way to emphasize certain points.
Do not eat, drink, or smoke while dealing with a customer.
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872
Your job is to defuse the situation by letting the client vent. When responding
to the client, use a calm assuring voice. What you want the customer to do is stop
yelling at you and begin to talk with you. At an opportune time, simply say, Lets
see what I can do to resolve this problem. When you start to work on the problem,
or to tell them what you are planning to do, check if it is all right with them.
If the customer continues to vent, nd out what will make them happy. For
example, a customer may have brought their computer to the shop several times
for the same problem. It may or may not be the same problem, but that is their
perception. Find out what will make them happy by asking, What do you think
it will take to make you satised?
They may want their bill adjusted or to not be charged for the present repair.
If you are not authorized to waive the costs, simply say, Ill see what we can do
for you, and then check with your supervisor. If a person is upset, it will only
become worse if they think that they are not being taken seriously.
Keep your promises. If you say you will be there in the morning, be there.
The client may have rearranged their schedule to accommodate you. If you have a
problem, call ahead, and always apologize. How often have you been given a date
and been required to sit home all day to have a service done. Do not allow this
type of behavior to become your business signature.
Contracts
If a company is large, it may be necessary to create a written document or
contract to be sure everyone has the same expectations. The contract should
contain a description of the work to be performed, the estimated or actual cost,
and other terms agreed on. By having a customer signature prior to work, you
always protect yourself against a misinterpretation of expectations. A client or
customer should always receive exactly what they agreed tomaybe more, but
never less.
Teamwork
There is a very old business saying: The customer is always right. Well,
this is true most of the time, but there are times when this motto just doesnt
apply. When the customer or client wishes you to do something unethical or
illegal, they are wrong. For example, a customer may request you write a receipt
for more value than the actual cost of the repair. Or, a customer may ask you to
violate some copyright law. Do not do it.
How about when a customer uses foul language in a loud tone and threatens
you? Can you really make that person happy? You never need to fear for your life
or bodily harm. If the customer threatens you, you should politely ask the person
to leave, and if they will not, call the police or security. What if the customer is
intoxicated and becomes abusive? Again, this customer should be asked to leave,
and if they refuse, call the police. An intoxicated or violent customer is not only
a threat to you and the business, they are also a threat to any other people who
enter or are present at the business.
teamwork
two or more people
working toward a
common goal.
Follow-Up
A follow-up helps to build a good relationship with the customer or client.
Perform a follow-up after you have had a break in contact with the customer or
contact. For example, after a customers problem has been xed, follow up a few
days after completing the repair to see if they are satised and all went well. This
technique improves service and builds a clients trust. Customers and clients
love the fact that someone is checking if their problem was handled in a timely
fashion and that they were dealt with professionally.
Your Word
One of the most important assets you have is your word, and it costs you
nothing. Your word or promise can make or break your client relationship. Be
a person of your word. Your word should be your bond. Suppose you tell a
customer you will contact them with a repair estimate the next day, but you run
into a problem with a vendor. The vendor does not respond to your inquiry, so,
in turn, you do not have the customer estimate ready. If you told the customer
you would call the next morning, do so, even if it is to say you do not have the
estimate yet. It is important that you be a person of your word.
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874
Review Questions
sharing knowledge and reinforcing good work products. If you are not willing
to function as a team member, then you will most likely not be a member of the
team very long.
Answer the following questions on a separate sheet of paper. Please do not write in this book.
1. What is customer support?
2. Explain the difference between the help desk model and call center model.
3. Which level of support is provided when the problem is elevated to
person with more experience or expertise than the rst person contacted?
4. Is it permissible to use acronyms when communicating with customers?
5. What is attitude?
6. What are the key points of body language you should use?
7. Why is sarcasm inappropriate in communications?
8. What are emoticons?
9. What are the key points in writing an effective e-mail message?
10. What two elements are required to deal with difcult people?
11. Why is it important to perform a follow-up?
12. What is the goal of the customer support team?
Summary
A help desk or call center is usually the rst contact point for service.
A help desk can belong to a single company or be part of a call center.
A call center typically provides support for more than one company or
product.
Level-one support is the initial contact with technical support.
Level-two support is support provided by a person with more expertise than
someone in level one.
Level-three support is typically provided by a company outside the level-one
and level-two location.
Avoid using computer jargon or computer acronyms when talking to
customers.
Body language says more to a customer than the actual spoken words.
Smile when dealing with customers, even when on the phone.
Always maintain good eye contact with a customer and avoid distractions.
A customer makes an attitude judgment of your character based on their
perception of how you meet their needs.
Listening is the most important communication skill listed by employers.
Sarcasm is never appropriate when working with customers.
Keep e-mail messages short and to the point.
Never send inappropriate material in e-mail.
Avoid large e-mail attachments.
Keep the work environment professional.
When handling angry customers, allow them to vent.
Respond to angry customers with a calm, reassuring voice.
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4. The company you work for performs computer system repairs in addition
to selling new computers and hardware. A repair ticket is completed at the
time of repair. The status of the repair is also recorded on the ticket. Some
items that may be recorded on the ticket are when the repair was completed
or when parts were ordered for the repair. Mr. Smith dropped his computer
off at your company computer shop three days ago. The repair was assigned
to Joe and he is not in at the moment. You answer the phone and nd Mr.
Smith is calling to nd out the status of the repair of his computer. What is
the most appropriate response to Mr. Smiths inquiry?
a. Tell Mr. Smith that his computer is being worked on by Joe who is not
in today and that Joe will call him back when he returns.
b. Tell Mr. Smith to hold for a minute while you check the status of the
repair ticket.
c. Tell Mr. Smith that you are not the one that has been assigned to his
repair and to call back later.
d. Tell Mr. Smith to come by the shop and pick up the computer. The
computer is most likely repaired, but if it isnt, you can have it
repaired before he gets there.
5. Match the body language image with the conveyed meaning.
a. Its really good to hear from you!
b. How may I help you?
c. I dont have time for your problem.
d. Im open to your problem.
875
A+
876
A+
8. A customer brings into the shop a computer exhibiting a problem you have never
encountered before. Which of the following responses would be appropriate?
a. Yes, we can x that.
b. Yes, we x that type of problem all the time.
c. Ive never xed that type of problem before.
d. I dont know if I can x it, but Ill try.
9. You need to explain the cause of a boot failure to a customer. Which of the
following explanations would build the customers condence in your company?
a. A virus corrupted the MBR.
b. A virus corrupted the master boot record.
c. A virus corrupted the boot sector, which stores partition information.
d. A virus corrupted an area of the hard drive that is required for startup.
10. A customer uses foul language because you will not write a receipt
for more value than the actual cost of the repair. You can tell that the
customer is intoxicated. What is the rst thing you should do?
a. Write the receipt for the amount he species.
b. Politely ask him to leave.
c. Call the police.
d. Respond with empathy.
Ch20.indd 875
2/27/2008 8:15:54 AM
Ch20.indd 876
2/27/2008 8:16:02 AM