IT Service Desk: Customer Service Fundamentals
1h 52mBeginner2017-03-22
Authors

Fancy Mills-Knebel
Training, consulting, recruiting, and workforce management expert
Course details
Put the "help" in help desk and the "support" in support specialist by implementing proven techniques that both resolve issues and increase customer satisfaction. In this course, join Fancy Mills as she shares how to take your IT service desk beyond identifying and resolving problems, to also building rapport with customers by alleviating their frustrations. She discusses how to update your operations to include the customer service skills needed for today's customer.
First, Fancy provides guidance on how to use the right types of questions to gather information about an issue. Then, she explains how to professionally handle common customer service tasks, like escalating and transferring calls. Then, she shows how to hone interactions with customers by refining communications—acknowledging how tone and word choice can diffuse tension. She wraps up by covering common customer behavior scenarios in which the tools, techniques, and strategies from the course can be applied.
Learning objectives
Identify how to use close-ended questions in the investigation and diagnosis phase of a customer service call.
Determine how to use open-ended questions in the investigation and diagnosis phase of a customer service call.
Examine how to utilize probing questions in the investigation and diagnosis phase of a customer service call.
Recognize the elements of a resolution process.
Explore the components of the hold process.
Review when to use the mute button during a customer service call.
Identify the steps to follow in the escalation process.
First, Fancy provides guidance on how to use the right types of questions to gather information about an issue. Then, she explains how to professionally handle common customer service tasks, like escalating and transferring calls. Then, she shows how to hone interactions with customers by refining communications—acknowledging how tone and word choice can diffuse tension. She wraps up by covering common customer behavior scenarios in which the tools, techniques, and strategies from the course can be applied.
Learning objectives
Identify how to use close-ended questions in the investigation and diagnosis phase of a customer service call.
Determine how to use open-ended questions in the investigation and diagnosis phase of a customer service call.
Examine how to utilize probing questions in the investigation and diagnosis phase of a customer service call.
Recognize the elements of a resolution process.
Explore the components of the hold process.
Review when to use the mute button during a customer service call.
Identify the steps to follow in the escalation process.
Skills covered
IT Service ManagementNetwork and System Administration
Concepts
0. Introduction
- 01 - Welcome
- 02 - How to get the most value out of this course
- 03 - What makes service desk customer service unique
1. Anatomy of a Contact
- 04 - Contact greeting and validation
- 05 - Contact investigation and diagnosis - Close-ended questions
- 06 - Contact investigation and diagnosis - Open-ended questions
- 07 - Contact investigation and diagnosis - Probing questions
- 08 - Contact investigation and diagnosis - Confirming questions
- 09 - Contact resolution
- 10 - Contact closure
2. Customer Service Tasks
- 11 - Placing a contact on hold
- 12 - Hold - The DATE process
- 13 - When to use mute
- 14 - Escalation procedures - Why
- 15 - Escalation procedures - How
- 16 - Transfer procedures
3. Language and Professionalism
- 17 - The value of building rapport with customers
- 18 - Building rapport over the phone, part 1
- 19 - Building rapport over the phone, part 2
- 20 - Building rapport through writing - Style
- 21 - Building rapport through writing - Tone
- 22 - Building rapport through writing - Words
- 23 - Building rapport face-to-face
- 24 - Refining our message
- 25 - How to effectively manage conflict
4. Common Help Desk Customer Service Situations
- 26 - Recovering unsatisfied customers
- 27 - Learning how to redirect customers
- 28 - How to say no without saying no
- 29 - How to say no - the steps
- 30 - Customer behavior profiles - Impassioned
- 31 - Customer behavior profiles - Combative
- 32 - Customer behavior profiles - Chatty
- 33 - Customer behavior profiles - Timid
Conclusion
- 34 - Next steps