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如何應對客戶的“不情之請”?

對那些不符合公司標準化流程的客戶要求“說不”,可能會誘使客戶轉投競爭對手的懷抱,進而導致公司喪失潛在的巨大商機。

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Photo by Peter Dazeley—Getty Images

致力于削減成本的全球公司,都在想方設法提高公司流程的效率。許多公司都推出了精心設計的系統,希望流程變得簡單,并保持堅定的一致性。但如果客戶打來電話,提出一個不同尋常的要求,恰好和公司的條條框框不符,又會如何?

固安捷(Grainger)副總裁德布·歐勒承認,幾年前,對于客戶的這種要求,公司客服專員還是會斬釘截鐵地說“不”。固安捷是一家全球維護、維修與運營產品經銷商,最近投入了巨資對內部流程進行改造。

歐勒表示:“規模龐大、結構復雜,在全球擁有數百萬客戶,客戶單次消費250美元左右,這樣的公司往往會有一套非常標準的客戶開票流程。”“你不可能突然之間便能做出改變,讓你有57種方式處理這種情況。所以,我們不禁要問,哪種方式既具有成本效益,又能支持公司做好該做的事情呢?”

固安捷的員工在無法找到能滿足客戶需求的解決方案時,習慣于對客戶說“不”。歐勒面臨的問題非常清楚:固安捷需要從習慣說“不”的文化,轉變為說“是”的文化。

但死板的流程只是問題的一部分。談到公司為客戶服務的職責(包括為醫院、交通樞紐和政府提供防護裝備和其他安全產品等)時,歐勒說道:“這家公司在埃博拉病毒爆發期間表現出出色的靈活性。“但如果經常與我們打交道的老客戶提出了一些不同以往的要求,我們可能會令所有人失望。”

乍一看,對客戶說“不”讓固安捷付出的代價似乎并不大。給公司打電話提出特殊要求的客戶數量很少——可能每天只有一兩例。但有些要求卻可能代表了更大的商機,其潛力或許超過了公司250美元的平均銷售額。有些客戶會轉而投入競爭對手懷抱,因為固安捷沒有努力滿足他們的需求。

埃森哲咨詢公司運營咨詢總監馬克·皮爾森在《哈佛商業評論》上發表的一篇文章中指出,許多公司在努力保持靈活性,特別是當前,提高效率和加強以客戶為中心這一發展目標所帶來的壓力與日俱增。他的團隊在《價值驅動的業務流程管理》一書中闡述了對這個話題的研究結果。他們發現,不足20%的業務流程能讓一家公司脫穎而出,獲得客戶青睞——但如果公司不能收集客戶反饋,并根據這些信息做出調整,這些流程就會有過時的風險。

歐勒意識到,固安捷需要的是一個中心位置,可以迅速并且更靈活地應對客戶的獨特要求。于是,“Yes Desk”團隊在2012年底應運而生。如果客戶提出的要求無法在固安捷的合理化系統中得到解決,這些要求將被轉交給Yes Desk。這個團隊負責研究在24小時內對客戶問題給出肯定答復的可行性與成本效益。

公司高層很快意識到,僅有Yes Desk還不夠:員工需要改變他們處理問題的方式,從以往“照章辦事”的思維方式,向更開放的探究式思維轉變。

歐勒說道:“我們必須養成習慣,問客戶:‘您希望解決什么問題?’而不是僅局限于用藍墨水打印出來的客戶要求。這是一種心態和文化上的轉變。”

要在全公司內進行這種轉變需要付出巨大努力,但結果卻非常喜人。Yes Desk團隊有一套沿用至今的溝通策略,其中包含播客、電子郵件和市政廳式會議,幫助固安捷團隊的成員了解Yes Desk團隊的目的,以及在日常與客戶打交道的過程中,如何與這個團隊配合。

固安捷也開始跟蹤使用過Yes Desk的所有人。高層很快發現,有些團隊提交了許多問題,但有些團隊卻沒有提交問題。固安捷會定期舉行活動,慶祝那些能夠更靈活處理客戶要求的團隊成員所取得的成功,宣傳將Yes Desk的理念付諸實施的員工,希望借此鼓勵和轉變冷眼旁觀的人。管理層開始在員工會議上宣傳Yes Desk的績效。他們甚至會把幫助滿足客戶特殊要求的支持人員,介紹給其他領導者。

歐勒說道:“通常有些人曾幫助過公司,但之前卻從未得到過任何表彰。現在的作法可以激勵員工。”

客戶互動迅速增加,員工積極性也隨之提高。隨著越來越多客戶提出具體的要求,固安捷也開始改革其內部流程,以適用這種變化。固安捷意識到,設立這個團隊并不意味著要“對每一件事都說‘是’”,而是依舊要保證盈利能力。

歐勒說道:“客戶看到我們的開放態度,知道我們愿意考慮他們提出的任何要求。而且,即便我們不得不說‘不’,我們也會盡量及時作出回應,使客戶可以尋找其他途徑。這與我們之前的文化截然相反。”

歐勒表示,截至九月份,Yes Desk已經處理了超過800項要求,預計今年處理的問題將超過1000個。這一團隊為固安捷創造了超過1.8億美元的銷售機會。現在的Yes Desk有兩名全職員工。雖然人數不多,但他們背后有龐大的固安捷員工隊伍做后盾,每個人都致力于積極解決客戶非標準化的問題。

歐勒說道:“我們與客戶的對話方式已經發生了改變。我們希望客戶有問題時首先想到我們。”

實現大的變化

對于如何在公司內落實大規模改革,領導力專家通常各持己見,但固安捷的德布·歐勒向高管們建議,改革要盡量簡單,應該專注于員工的行為。在她的團隊行之有效的主要做法包括:

- 跟蹤接受和未接受新行為的員工。

- 表彰在同事當中做出表率的個人。

-鼓勵管理者與員工進行一對一交流,討論績效,指導員工突破障礙。

- 抓住機會慶祝成功。(財富中文網)

本文作者凱斯·法拉奇為研究型戰略咨詢公司Ferrazzi Greenlight的CEO,并著有《別獨自用餐》(Never Eat Alone)和《誰可依靠》(Who's Got Your Back?)等。本文作者戴維·威爾基為私人高管交流社區World 50的CEO。

譯者:劉進龍/汪皓

審校:任文科

?

Global companies keen on cutting costs are trying to make their processes more efficient any way they can. Many firms have created highly engineered systems that drive toward simplicity and unwavering consistency. But what happens when a customer calls with an unusual request that doesn’t fit into a neat, tidy, little box?

Until just a few years ago, what Grainger’s customers got was a big, fat “no” from the company’s customer service associates, admits Deb Oler, a vice president at Grainger GWW 0.23% , a global distributor of maintenance, repair, and operating products, and it has invested heavily in streamlining its internal processes.

“Big, complex companies with millions of customers doing $250 sales at a time generally have a pretty standard way of billing people,” says Oler. “You can’t, all of a sudden, change it so you have 57 different ways of doing it. So how do you do it in a way that’s cost effective and still allows you to do what you do as a business?”

Grainger employees had grown used to telling customers “no” when they couldn’t find solutions that met their needs. To Oler, the problem was clear: Grainger needed to change from being a “no culture” to a “yes culture.”

But rigid processes were only part of the problem. “So here’s this company that’s great at flexing during the Ebola outbreak,” says Oler, referring to Grainger’s role in serving customers, including hospitals, transportation hubs, and the government, to provide protective gear and other safety products. “But if you’re a regular customer who does business with us all the time, and you ask for something a little different, we would frustrate everyone.”

At a glance, the cost of saying “no” didn’t seem too steep at Grainger. The number of customers calling the company with uncommon requests was pretty small—maybe two per day. But some of the individualized requests represented the potential for much bigger business than the company’s $250 average sale. And some of those customers were giving their business to competitors because Grainger couldn’t stretch to meet their needs.

Many companies struggle to be flexible, particularly in the face of the increased pressure to grow more efficient and customer-centric, wrote Mark Pearson, head of operations consulting at Accenture, in an article for Harvard Business Review. His team’s research on the topic, which was featured in a book they published titled Value-Driven Business Process Management, found that less than 20% of business processes make a company stand out among its customers—yet, processes risk becoming obsolete if companies don’t collect customer feedback and make adjustments based on that information.

What Grainger needed, Oler realized, was a central place that would quickly, and more flexibly, respond to customers’ unique requests. This led to the birth of the “Yes Desk” in late 2012. Whenever a customer wanted something that couldn’t be done within Grainger’s streamlined systems, it was forwarded to the Yes Desk. This team was charged with looking into the feasibility and cost-effectiveness of responding with a “yes” to a customer problem within 24 hours.

The company’s senior leaders soon learned that the Yes Desk wasn’t enough, though: Employees needed to change the way they handled problems, shifting their usual “follow-the-procedures” way of thinking to a more open, inquiring approach.

“We had to get into the habit of asking the customer, ‘What is the problem you’re trying to solve?’ instead of focusing narrowly on a request to print in blue ink,” Oler says. “It was a mindset and cultural shift.”

Making that kind of change on a companywide scale took significant effort, but the results were worth it. There was a communication strategy around the Yes Desk – which continues today – that included a combination of podcasts, emails, and town halls to help Grainger team members understand the Yes Desk’s purpose and how to engage with it as part of their daily routine with customers.

Grainger also began to track all the people who used the Yes Desk. Senior managers quickly saw that some teams submitted many requests while others submitted none. Grainger regularly celebrated the successes of team members who were more flexible with requests, giving visibility to those who brought the concept of the Yes Desk to life, hoping to encourage – and convert – the cynics. Managers started bringing up Yes Desk results in meetings with employees. They even told other leaders about support staff who had helped meet unusual customer requests.

“These were often people who had never gotten any recognition before for being a part of helping the business,” says Oler. “It energized people.”

Customer engagement soared and employee engagement rose alongside it. And as more customers’ made specific requests, Grainger began to change its internal procedures to accommodate them. Grainger came to realize that the approach meant it wasn’t a “yes to everything desk” but one that still ensured profitability.

“Customers see we are open and willing to consider whatever it is that they’re trying to get done,” says Oler. “And if in fact we’re going to say, ‘no,’ we do it quickly so they can move on. That was exactly the opposite of what our culture was before.”

As of September, the Yes Desk has worked through more than 800 requests and is on pace to handle more than 1,000 queries this year, Oler says. Overall, it has helped create more than $180 million in sales opportunities for Grainger. The Yes Desk now has two full-time employees. But the small staff is bolstered by a large community of Grainger workers focused on leading with “yes” to customers’ nonstandard questions.

“It has changed the dialogue with the customer,” says Oler. “We want them to come to us first when they have a problem.”

Making Big Changes Happen

While leadership experts often disagree on how to make a big change take hold, and stick, at a company, Grainger’s Deb Oler advises executives to keep the change simple and focus on employee behavior. Key elements that worked for her team include:

—Tracking who adopted the new behavior – and who didn’t.

—Recognizing individuals who were early role models in front of their peers.

—Encouraging managers to meet one-on-one with employees to discuss results and coach them through barriers.

—Taking advantage of opportunities to celebrate success.

Keith Ferrazzi is the CEO of Ferrazzi Greenlight, a research-based strategic consulting firm, and the author of Never Eat Alone and Who’s Got Your Back?. David Wilkie is the CEO of World 50, a private community for senior executives to share ideas.

財富中文網所刊載內容之知識產權為財富媒體知識產權有限公司及/或相關權利人專屬所有或持有。未經許可,禁止進行轉載、摘編、復制及建立鏡像等任何使用。
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