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How to Support Your 
Customers Painlessly 
(For You and Them) 
Straightforward, scalable ways 
to look after and learn from 
your customers, without it 
becoming a black hole of effort. 
JOANNE WEBB 
Head of QA + Customer Support 
jwebb@pivotal.io 
@curojo
How To Support Your Customers 
TYPES OF SUPPORT 
TOOLS FOR SUPPORT 
WHO DOES SUPPORT 
LEARNING FROM SUPPORT 
Q & A
TYPES OF 
SUPPORT
Getting in touch 
Humans help your customer: 
 Email 
 support@ 
 Form 
 Feedback link or widget 
 Forums 
 Chat 
 Twitter 
 Phone
Self-serve 
Your customer helps themselves: 
 Knowledge Base 
 FAQ 
 Tutorials 
 In-context help 
 Tooltips 
 Videos
TOOLS 
FOR 
SUPPORT
Are you down? 
A status page makes it 
easy for customers to 
check if theres a 
general issue 
Have a visible link to 
wherever you post 
system health info 
Differentiate between 
maintenance and 
unplanned outages
Keeping on top of requests 
Ticketing systems 
 Automatic reply - Set 
expectations clearly, e.g. 
typical response time, support 
hours & where to self-help 
Triage 
 Help stuck customers 1st 
Beta feedback 
 Have a separate channel
Choosing or building your main support tool 
Goals 
 Single solution for Customer Support 
tickets, KB, Forum for public questions & 
ideas voting 
 Manageable per agent cost 
Help Desk features you'd expect: 
 Agent collision avoidance, autosave, can 
submit private tickets, can check status of 
ticket, email automations, templates, tags 
Other desirable features 
 Sandbox 
 Easy to find answers (ideal Search across 
KB, FAQ, forum, blog, for users) 
 Encourage self-help before submitting 
tickets and/or publicly requesting features, 
e.g. Autosuggest 
 Easy for customer support people to keep 
track of and reply to tickets 
 Can suggest features/ideas & vote on them 
 Can use same login as they use for your 
product to get help or suggest features 
 Able to give company announcements 
 Easily sharable custom reports/metrics 
 Gather customer satisfaction stats/feedback 
without being spammy 
 Easy content management (for FAQ and 
how-to articles. templates, etc.) 
 Private how to use notes on templates 
 Data Export 
 Can merge topics & tickets, like duplicate 
questions or feature requests 
 Can open closed tickets or add tags to them 
 Can easily turn a ticket answer into KB item 
 Can turn forum post into ticket 
 They have good support/are responsive
The dark side of templates 
Use canned responses with care 
Always customize / personalize a 
reply 
Too easy to 
 come across as impersonal 
 seem like you havent listened 
 miss placeholders 
Hi Smith, Steve, 
! 
Were beyond thrilled youre 
interested in purchasing our 
product for 
<COMPANY_NAME>. 
! 
You can find our pricing here 
http://fees.superthingy.com 
! 
Dont hesitate to get in touch 
with any questions. 
! 
Have a beautiful day! 
! 
-- agent
Making templates work 
Time-savers 
 Great for standard 
troubleshooting steps 
 Encourages consistency 
! 
Red flags 
 Using same one over and 
over? Fix the cause so you 
can delete it 
Hello Chris, 
! 
Im sorry youre having problems. Im wondering 
if some combination of your browser cache, 
browser and/or browser extensions might be 
causing them. Here are a few things to try: 
! 
 "Force" reload the page instead of a normal 
reload/restart of your browser (e.g., press 
Control-R or Command-R). 
 Try clearing your browser's cache. 
! 
 If you are still seeing the problem, please 
write back with answers to the following: 
 What OS/Browser/Browser Version do you 
use (and is the behavior any different in 
another browser)? 
 What browser extensions/add-ons are you 
running and does the behavior disappear if 
you disable the extensions/add-ons 
 Do you or anyone else see the problem on a 
different machine in your location? 
! 
Thanks and look forward to hearing from you, 
-- Joanne
Admin 
Financial/credit card 
processing 
Diagnostic 
Analytics 
App logs 
Email system logs 
Other Tools
Customer data import/ 
export inquiries 
Feature requests 
Security questions 
Refunds 
Customer surveys 
Have official stance / policies 
Repeat customers 
Saying goodbye 
Be consistent, kind and fair 
Be ready for
WHO DOES 
SUPPORT
Who should help with support 
Everyone! 
But it helps to have one or more dedicated team members
Empathy 
Compassion 
Patience 
Ability to rise above & 
not take things 
personally 
Professional, but human 
Excellent communication 
skills 
Troubleshooting talent 
Psychic powers! 
The right stuff
The extra mile 
If you possibly can, try to go above and 
beyond 
Even small touches tell the customer you 
have personal investment in helping them 
If you have to say no, offer workarounds 
Although not exactly what they wanted, 
being offered an alternative is appreciated
Measure your product, not your people 
Customer satisfaction ratings 
 Even when theyre happy with the person who 
helped them, people tend to rate the product 
rather than the person 
 Someone frustrated that the feature they wanted 
isnt available will give a low rating 
Read tickets, they tell you all you need to know 
Quality of answers over quantity, so theyre not 
rushed 
Fewer email exchanges are better for your 
customer & for you 
+VUPQV[QW 
KVU[QWT 
RTQFWEV
LEARNING 
FROM SUPPORT
Candid Feedback 
The real measure of your products quality 
Free domain knowledge 
Real use cases 
Helps you prioritize issues and features
In a nutshell 
Treat your team, tools  how you help your customers 
as a vitally important part of your product 
Make easy for customers to self help 
Use templates wisely 
Put yourself in your customers shoes 
Leap on the reasons people contact you  fix them - 
most frequently reported first 
If you can delight someone - do it!
Q  A 
Over to you 
! 
! 
! 
! 
! 
Get in touch 
jwebb@pivotal.io 
@curojo 
?
Thank You

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How to support your customers painlessly (for you and them) - Denver Startup Week 2014

  • 1. How to Support Your Customers Painlessly (For You and Them) Straightforward, scalable ways to look after and learn from your customers, without it becoming a black hole of effort. JOANNE WEBB Head of QA + Customer Support jwebb@pivotal.io @curojo
  • 2. How To Support Your Customers TYPES OF SUPPORT TOOLS FOR SUPPORT WHO DOES SUPPORT LEARNING FROM SUPPORT Q & A
  • 4. Getting in touch Humans help your customer: Email support@ Form Feedback link or widget Forums Chat Twitter Phone
  • 5. Self-serve Your customer helps themselves: Knowledge Base FAQ Tutorials In-context help Tooltips Videos
  • 7. Are you down? A status page makes it easy for customers to check if theres a general issue Have a visible link to wherever you post system health info Differentiate between maintenance and unplanned outages
  • 8. Keeping on top of requests Ticketing systems Automatic reply - Set expectations clearly, e.g. typical response time, support hours & where to self-help Triage Help stuck customers 1st Beta feedback Have a separate channel
  • 9. Choosing or building your main support tool Goals Single solution for Customer Support tickets, KB, Forum for public questions & ideas voting Manageable per agent cost Help Desk features you'd expect: Agent collision avoidance, autosave, can submit private tickets, can check status of ticket, email automations, templates, tags Other desirable features Sandbox Easy to find answers (ideal Search across KB, FAQ, forum, blog, for users) Encourage self-help before submitting tickets and/or publicly requesting features, e.g. Autosuggest Easy for customer support people to keep track of and reply to tickets Can suggest features/ideas & vote on them Can use same login as they use for your product to get help or suggest features Able to give company announcements Easily sharable custom reports/metrics Gather customer satisfaction stats/feedback without being spammy Easy content management (for FAQ and how-to articles. templates, etc.) Private how to use notes on templates Data Export Can merge topics & tickets, like duplicate questions or feature requests Can open closed tickets or add tags to them Can easily turn a ticket answer into KB item Can turn forum post into ticket They have good support/are responsive
  • 10. The dark side of templates Use canned responses with care Always customize / personalize a reply Too easy to come across as impersonal seem like you havent listened miss placeholders Hi Smith, Steve, ! Were beyond thrilled youre interested in purchasing our product for <COMPANY_NAME>. ! You can find our pricing here http://fees.superthingy.com ! Dont hesitate to get in touch with any questions. ! Have a beautiful day! ! -- agent
  • 11. Making templates work Time-savers Great for standard troubleshooting steps Encourages consistency ! Red flags Using same one over and over? Fix the cause so you can delete it Hello Chris, ! Im sorry youre having problems. Im wondering if some combination of your browser cache, browser and/or browser extensions might be causing them. Here are a few things to try: ! "Force" reload the page instead of a normal reload/restart of your browser (e.g., press Control-R or Command-R). Try clearing your browser's cache. ! If you are still seeing the problem, please write back with answers to the following: What OS/Browser/Browser Version do you use (and is the behavior any different in another browser)? What browser extensions/add-ons are you running and does the behavior disappear if you disable the extensions/add-ons Do you or anyone else see the problem on a different machine in your location? ! Thanks and look forward to hearing from you, -- Joanne
  • 12. Admin Financial/credit card processing Diagnostic Analytics App logs Email system logs Other Tools
  • 13. Customer data import/ export inquiries Feature requests Security questions Refunds Customer surveys Have official stance / policies Repeat customers Saying goodbye Be consistent, kind and fair Be ready for
  • 15. Who should help with support Everyone! But it helps to have one or more dedicated team members
  • 16. Empathy Compassion Patience Ability to rise above & not take things personally Professional, but human Excellent communication skills Troubleshooting talent Psychic powers! The right stuff
  • 17. The extra mile If you possibly can, try to go above and beyond Even small touches tell the customer you have personal investment in helping them If you have to say no, offer workarounds Although not exactly what they wanted, being offered an alternative is appreciated
  • 18. Measure your product, not your people Customer satisfaction ratings Even when theyre happy with the person who helped them, people tend to rate the product rather than the person Someone frustrated that the feature they wanted isnt available will give a low rating Read tickets, they tell you all you need to know Quality of answers over quantity, so theyre not rushed Fewer email exchanges are better for your customer & for you +VUPQV[QW KVU[QWT RTQFWEV
  • 20. Candid Feedback The real measure of your products quality Free domain knowledge Real use cases Helps you prioritize issues and features
  • 21. In a nutshell Treat your team, tools how you help your customers as a vitally important part of your product Make easy for customers to self help Use templates wisely Put yourself in your customers shoes Leap on the reasons people contact you fix them - most frequently reported first If you can delight someone - do it!
  • 22. Q A Over to you ! ! ! ! ! Get in touch jwebb@pivotal.io @curojo ?