Recently, I had the pleasure of sitting down with Sarah Sheikh, head of customer success at Front, for a webinar dedicated to customer happiness. Sarah and I came up with our top eight rules for creating happy customers and chatted about how at both Guru and Front we empower our customer experience (CX) teams to delight customers at every touchpoint. 

Sarah and I had such a great conversation about our shared CX best practices that we only made it through a few of the audience questions during the Q&A! The webinar chat was active for the duration of the session, as attendees introduced themselves to each other and submitted questions for me and Sarah to answer. You can watch a recap of the webinar here, but keep reading for answers to the questions that we didn't have time to answer to live!

8 Simple Rules for Making Customers Happy: Customer Experience Best Practices Webinar

1. Referencing rule #1 — 'Speak the customer’s language' — how scalable is this concept? Can you really support dozens, hundreds, thousands of clients in this manner?

Front: This is certainly a challenging part about being a customer success manager and leading a customer success team. Scaling this is possible with two key actions: 1) being diligent with your note-taking and 2) keeping a robust, always-updated database of customer information. Whether this is your CMS, or something homegrown for your customer success team, you need a place where your customer information can live, and everyone can update it as you hold conversations.

Our customer success team at Front (around 10) supports more than 4,500 customers this way. We built our customer database into our inboxes using our API, so all of our customer information is available next to every message. We also use Front’s comments feature to leave context on email threads. For instance, “This customer will be out of office, reply in March.” That way, you remember what was happening when you come back to the message, and if a teammate needs to jump in and answer, they also have the context the need to reply.

Guru: We use Guru much in the same way. Because the browser extension overlays any window, we can add quick facts about every client into Guru and have those available when we’re communicating with them over email, Zoom, or Slack. As Sarah mentioned, keeping diligent notes from client calls is immensely important, but saving those notes some place where anyone can access them is also extremely important. That way, even if any given CSM has a large list of clients to take care of and no time to memorize the specific terminology or naming conventions each one uses, they can reference that saved information on the fly for a quick refresher.

2. Often, clients will only provide feedback when they believe they're being listened to. When they stop providing feedback because they feel it's useless, how do you re-engage them?

Front: Honesty is a great conversational hook. Re-engage customers by being honest with them. Let them know that you realize it’s probably frustrating to feel like they’re not being heard. If you need to apologize, go ahead and own up to it. Then, don’t dwell on it. Jump right in to your goals and how you’re going to move forward. A great way to re-engage customers is to just show you appreciate them, like with snail mail, or sending a quick “hello” video from your team. With something a little more creative than your average email, they’re more likely to respond and continue to give feedback.

Last, the best way to let them know that their feedback isn’t useless, is to close the loop. When you deliver on something, like fixing a bug or releasing a new feature, let them know! Send them a personal email thanking them for their idea, their patience, and letting them know their wish has been granted. (We did a fun example of this last holiday season.)

Guru: Agreed, setting the expectation upfront that all feedback is valuable, not matter good or bad, is key. At Guru, we are super diligent about following up with customers when their feedback is incorporated into our product in someway – be it a new shiny feature, updated design, or small adjustment to a workflow – it is critical that our customers know their comments had an impact. On the flip side, when a customer suggests or requests something that we know will not fit into our product roadmap any time soon, we are extremely transparent and honest about that too! If you set unrealistic expectations, and your product does not evolve in the way you suggested to your customer, it makes them feel like their feedback is useless. This will prevent customers from providing feedback in the future, which can be detrimental to your company’s growth.

TLDR: Be transparent about what’s coming up next and what isn’t. Your customers will value your honesty.

3. What is the single greatest advantage as you see it to using the Guru integration with Front vs. a dedicated Guru browser tab?

Front: We wrote an entire article on the benefits we’ve seen from having Front and Guru internally. From our perspective, there are two major benefits of integrating the two tools.

  1. You have access to all your Guru information, directly in your inbox. This saves your team time because you’re not switching back and forth between tabs to find what you need. Switching tabs makes you likely to get distracted (check out our report on the costs of context switching), and every second you spend pulling open another page is time you could be spending with customers.
  2. Your information stays up-to-date. A huge problem with internal knowledge bases is that as soon as someone finds wrong information, they lose all trust in it. They’re likely to stop using it. The Front Guru integration makes this much less likely to happen, because your Front Admins can edit and update Guru information directly in their inbox. The minute something changes, it can be edited and reflected for everyone on the team.

4. What's your take on having all members of the company shadow the support organization to stay in sync with customers?

Front: This is extremely important to us at Front. We constantly have opportunities for the entire team to jump into the support queue and help out. For instance, after our weekly All Hands, we hold Customer Care Workshops where anyone can spend time answering requests, or learning how to answer support questions from the support team. We incorporate a Customer Care Workshop into every company offsite, and we emphasize to every new hire that it’s important to learn what questions customers are asking about our product.

Allowing anyone to help with support is easy since we use Front. We have shared support inboxes that the whole team can access, so anyone from any team can jump in and help out at any time. This also keeps our team close to customer needs, even if they’re not actively on the phone with them everyday.

Guru: I love this idea! While we have yet to emulate this at Guru, we have plans to do so later this year by making a “Day in Support” a part of new-hire onboarding. Giving all employees real-life experience answering customer questions is extremely valuable as they not only learn about our customer’s needs, but also learn how to quickly search for up to date information in Guru to answer any and all questions.

5. Do you have any advice on segmenting the responsibilities of the sales, success, and support functions, so autonomy lines and collaboration can be a bit clearer? i.e. any interesting experiences on where sales, success and support should start/finish?

Guru: At Guru, we like to think of our sales, success, and support teams as components of one larger Revenue Team, since we all share a common goal of delighting customers and driving revenue. By organizing our customer-facing teams under one umbrella, we promote communication across the organization and are able to help those teams ensure a smooth experience for all customers, regardless of the stage of the funnel.

When those teams do act separately, we document clear handoff processes in Guru so that everyone can access them on the fly. There are Guru cards to facilitate the account transition from account development rep to account executive and from account executive to CSM, so there’s no confusion as to which team should handle certain interactions.

6. How do you guys use the office space to document positive and negative feedback? Any ideas to help the Customer Support teams to stay motivated and inspired?

Front: Physically displaying positive and negative feedback is huge! If you have TV screens or dashboards in your office, try loading your customers’ comments there one day a week. If you have a company meeting or All Hands, save a 5-minute segment to read a few positive and negative NPS comments aloud. Make a bulletin board and split it down the middle: one side is for positive feedback, one if for negative. Encourage the entire team to post. This is great because it gets everyone accustomed to talking about and sharing the negative — which is just as important, if not more so, than the positive.

Guru: Our CX team is split between our Philadelphia and San Francisco offices, so we like to use Slack channels as physical space to share feedback, success stories, and words of encouragement. We have channels dedicated to product feedback, notable CS wins, customer questions, and even channels focused on specific clients so all teams interacting with that client can share feedback and motivation.

We also use a software called 15five to monitor performance and engagement on a weekly basis. 15Five has this cool feature called High Fives, which allows any team member to give props to someone else for something they did that week. At the end of the week, all High Fives are automatically routed to a Slack feed for the entire company to see and react to. Being able to publicly thank someone who made a difference in your week or call attention to someone going above and beyond promotes positive reinforcement within CS and across the company. And finally, when we are together in person at events like Town Halls, there are always opportunities to shout out team members who have been living our core values. Town Halls serve as a great forum to share the remarkable work our CS team is doing on a much larger scale.

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