Persuading CustomerSupport to Sell by Olark
Content
:: PRESENTED BY OLARK ::
PERSUADING
CUSTOMER SUPPORT
TO SELL
by Sunir Shah, Chief Marketing Olarker
www.olark.com
PERSUADING CUSTOMER SUPPORT TO SELL
Table of
CONTENTS
Intro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
Ryan and the no-good, very bad
experience with Comcast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
Customer Support is not Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
Function
n Mindset
n
7 ways to persuade Customer Support to sell . . . . . . . . . . . . . . . .
n
n
n
n
n
n
n
1. Make it easy for a customer to contact Support
2. Make it easy for customers to contact Support in the right place
3. Empower your Support team to answer sales objections
4. Empower your Support team to answer billing questions
5. Give Support the power to customize a conversation
6. Make it easy to hand off a hot lead
7. Automate the opening
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
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PERSUADING CUSTOMER SUPPORT TO SELL
INTRO
We've all seen it happen: a visitor on your site is lost. They're looking for
something but they're not exactly sure where to find it, or whether it's
even something you carry.
They start a chat with your Support team, or send an email (these start
something like, "I'm not sure if you're the right person or not…") and in
the course of talking they decide to buy something in your store.
A sale has figuratively fallen in your lap. Aside from your Support staffing
costs, no additional money was spent to acquire that customer.
"That was easy!" you think.
"We should do that more often!" says your business partner.
You're both right. It is easy, and you should do it more often, but there's a
right way and a wrong way to get customer Support to sell more.
In this book, I'm going to show you the wrong way to get customer
Support to sell, explain why it's wrong, and then give you some tips on
the right way to 'persuade' customer Support to sell.
Here's the quick TL;DR – Support doesn't want to 'sell.' More accurately,
they don't want to be salespeople. Like Liam Neeson in the movie 'Taken,'
your Support team has a very particular set of skills, skills they have
refined over many, many customer interactions.
If you can understand these skills and where they are needed in the
customer experience, then you can 'persuade' Customer Support to sell.
But first, let's start with a story about the wrong
way to persuade Customer Support to sell.
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PERSUADING CUSTOMER SUPPORT TO SELL
RYAN AND THE NO-GOOD, VERY BAD
EXPERIENCE WITH COMCAST
In 2014, Ryan Block – recently with AOL and one of the founding editors of Engadget – called
Comcast to cancel his service.
As you know, Comcast is a huge company. They have their Customer Support agents go through
days of training to teach them how to not only help customers, but also to upsell customers.
Here is the template Customer Support agents at Comcast used to sell more. It seems pretty
reasonable on face value.
The basics are there: introduce yourself > get to know the customer > learn about the problem >
solve the problem > transition to a sales offer > overcome objections > make the close > summarize
the decision > document the next steps.
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PERSUADING CUSTOMER SUPPORT TO SELL
Of course things don’t always go like this in reality and Ryan Block did something unique.
He recorded his call with Comcast and put it on the Internet. To date it’s been replayed over six
million times.
It's horrendous. It's really bad.
In this case, Comcast really wanted to stop Ryan from cancelling his subscription. The agent got
belligerent and refused to cancel Ryan's service, even though he was polite, firm and repetitive,
saying, “I just want to cancel my service, will you do that?”
The agent responds with, “No, first I want to know why you want to cancel your service. Why don’t
you want to have the fastest Internet in the United States? You’ve been using us for nine years and it's
been working great, so there must be something wrong with you. I just want to know, I want to know
how to save your account."
Spoiler alert: ultimately the agent refuses to cancel the account. Eight minutes go by and basically
Ryan is forced to 'show his hand' and admit that he's recording the conversation. The rest is history.
After this audio clip went viral and millions of people heard it, a lot of stories came out of Comcast’s
Customer Support team. Dozens, maybe hundreds, of Customer Support agents spoke out about
what life was like inside Comcast. One article on The Verge features 'confessions' from current and
former employees about life at Comcast. Another article is titled, "Now everyone is recording their
nightmare Comcast calls." You can imagine what that's about.
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PERSUADING CUSTOMER SUPPORT TO SELL
Here's what lead to this one very bad interaction, and the avalanche of bad PR around it: Comcast
measured its Customer Support agents as – I kid you not – Revenue Generating Units.
Reps were given upsell quotas to generate revenue. If
they didn’t meet the quotas they were reprimanded,
punished, and quite often terminated.
Very likely, the Comcast program started with,
"Ask the customer to buy something and see
what happens." Eventually it escalated to “Ask the
customer to buy something. Then ask them again
and then ask them again and make sure you get
the sale.”
Over time this lead to a terrible customer
experience because, in the words of Mark Pavlic,
former customer account executive at Comcast,
"The customer is calling in to tell you what’s wrong,
and you’re looking for ways to sell them service."
What a huge breakdown and mismatch in
expectations. They were thinking of Customer
Support as Sales.
The customer
is calling in to
tell you what’s
wrong, and
you’re looking
for ways to sell
them service.
– Mark Pavlic, former
customer account
executive at Comcast
CUSTOMER SUPPORT IS NOT SALES
Customer Support and Sales teams are fundamentally different in function and mindset.
Let's explore these before we move into actionable steps for persuading Support to sell.
Function
There are three popular buying processes that have stood the test of time: Lewis' Purchase Funnel;
John Dewey's Buying Decision Process; and Everett Rogers' Innovation Adoption Process.
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PERSUADING CUSTOMER SUPPORT TO SELL
I have combined them because it's like a snapshot of how every customer buys no matter whether
they’re buying a tube of toothpaste or buying a car. It also becomes obvious where Support and
Sales are most useful:
1. Need / want. Customer feels an unfulfilled need, innately or through your persuasion.
2. Attention. Customer attention is acquired – they’re in your store or on your website.
3. Matching / Searching. Customer is searching for something. Do you have it?
4. Interest. Something you're selling catches the customer's eye.
5. Objections. The customer wants you to convince them everything is going to be ok.
6. Engagement / Desire. Customer is sold in their heart and mind. Congratulations!
7. Action. How does the customer actually buy it? (a.k.a. The checkout process.)
8. Fulfillment. How does the customer actually get it?
9. Evaluation. Customer compares whether product is what they thought it would be.
10. Satisfaction. Customer got what they bought and it is what they thought.
11. Repeat customer. Customer comes back to you to buy something again in the future.
12. Referral. Customer feels confident recommending you to their friends because you met or
exceeded expectations.
In this buying process, think of the relationship between Sales and Support like a spear.
Sales is the spearhead of growth and support is the shaft.
Sales
Support
The Sales team cuts through to the heart of your customers to generate a need within your target
audience (stage 1) or capture their attention (stage 2).
The Support team is the weight, inertia and momentum of the spear that carries a potential
customer through stages 3 to 10. These are the stages where a potential customer is likely to reach
out to Support with a sales related question, typically either a product or fulfillment question (I'll
talk about these more later).
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PERSUADING CUSTOMER SUPPORT TO SELL
A spearhead on its own – all interest and no follow-through – isn't effective. Nor is the spear shaft
effective by itself – great service for a product no one knows about. The two must work together.
Sales brings you the customer. Support helps fulfill a customer's interest and escort them through
to completion and, quite possibly, a repeat sale in the future.
Mindset
Companies think (incorrectly) that Customer Support should sell because Support is constantly
talking to customers and anyone talking to customers should sell more.
Customer Support can sell, they just want to do it in their own way.
Let's compare Sales and Customer Support side-by-side to get a better understanding of how the
two prefer to work:
Customer
Support Team
Sales Team
How they work: 'Build relationships'
with 'prospects and leads'
n When: Before the sale
n Goal: Close deals
n Traits: Persuasive, engaging,
empathetic
n In one word: "Competitive"
n
How they work: 'Complete
transactions' with 'customers'
n When: After the sale
n Goal: Resolve tickets; Fix problems
n Traits: Helpful, responsive, friendly
n In one word: "Cooperative"
n
(This is based on an informal survey I conducted through conversations,
and several dozen articles and social media posts.)
Support wants the customer to initiate the conversation so they can be responsive and helpful. Rather
than persuade a customer to try something, they want to "fix a problem", i.e. help a customer find
something, answer a question about a product, or guide them through check out. Support prefers
cooperation between the brand and customer, not competition to get customers in the door.
Support doesn't want to create new sales opportunities, and they shouldn't be expected to. That's
why the Comcast model was flawed.
However, there are plenty of places you can position Support so they are in the right place at the
right time to help complete a sale.
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PERSUADING CUSTOMER SUPPORT TO SELL
7 WAYS TO PERSUADE CUSTOMER
SUPPORT TO SELL
Customer Support can contribute to your sales if you "persuade" them.
I'm using persuade in quotes because you're not literally convincing them to sell; rather, you're using
tools and tricks to deliver customers who are ready to buy to your Support team, so Support simply
has to be helpful, responsive, and friendly to close a sale.
Here are some ways to make that happen:
1. Make it easy for a customer to contact Support
“The presence of a live chat feature alone was an aid for customers while they were
purchasing. It alleviated the worry of not having access to Support should the need arise.
Olark increased our conversion rate by 4.5% within a 95% degree of confidence.”
– Tzvi Balbin, Founder, Userlicious (Read the full article)
This is perhaps the easiest fix, and the first step in your persuasion. This may seem obvious, but
you'd be surprised how many companies bury their contact information. Don't!
If customers can't reach your Support team, then your Support team never has a chance to respond
to customers.
Have a friend or, better yet, a less-technical family member review your site and see if they can
figure out how to contact you. If they can't, look for ways to make it more obvious - put your
Support phone number on every page, move your 'contact' link out of the footer, or maybe add
Olark Live Chat to your site.
If a customer can get answers with minimal effort, they're less likely to walk away from a purchase.
2. M
ake it easy for customers to contact Support in the right place
“Ez Texting put an Olark chat widget on the [sign up form] and . . . they managed to increase
signups by 31%. The chat widget was strategically placed so that if a user has any doubts
before making a successful signup, he could ask it on the live chat widget.”
– Paras Chopra, Founder, Wingify (Read the full article)
When you're evaluating where your contact information is listed on your site, make a list of the
places where a customer has to make a commitment or might have a sales objection. This is where
the rubber meets the road and sales are won or lost.
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PERSUADING CUSTOMER SUPPORT TO SELL
Here's a simple tip: because customers actively want to talk to your staff during checkout, put a call
to action directly in the main flow to contact you. Wingify mentions adding it to their sign-up form.
Apple does a great job of asking for chats pervasively through their online experience:
(Every Apple MacBook product listing has a prominent call to chat.)
(even on the checkout page Apple maintains clear CTAs for contacting Support)
Doing this allows Support to be in the right place at the right time to overcome sales
objections and ensure a customer can purchase with confidence.
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PERSUADING CUSTOMER SUPPORT TO SELL
3. Empower your Support team to answer sales objections
I know what you're saying: "But Sunir, if Customer Support doesn't want to do sales, why insert
them before the sale?" Good question.
A majority of questions at a point of sale fall into two categories:
n Fulfillment questions – These are questions about shipping, returns, and payment options –
technical issues related to completing a purchase and receiving the product.
n Product questions – These are questions (read: doubts) about the product or service the
customer is buying.
Support will naturally have fast answers to these types of questions making this an easy win for
Support in the sales process.
You can take this one step further and ask your Customer Support team to create a sales journal, either
individually or as a team. This will help them with answers to questions beyond fulfillment and product.
A sample 'journal' entry could include:
n The specific sales questions and objections
n How often they arise
n At what stage, or on what page, do they arise
n Summary of successful (and unsuccessful) answers
(Ultimately, you'll want to take what you've learned from these most common sales questions and optimize
the FAQ section on your site, which will make life a little easier for both your Support and Sales teams.)
4. Empower your Support team to answer billing questions
“Our customer service team not only sells by phone, chat and email, but completes the full
cycle including billing using Zuora inside Salesforce so they can fully service the client without
going to sales, billing, etc.”
– Jonathon Moody, VP Operations, Versature
Make sure your Customer Support team can solve a billing problem when one arises. If you can’t close a
transaction because of some functional problem you’ve lost a customer.
Support teams will handle a lot of customers with billing/payment requests, such as, "How do I update
my credit card information?" or "This person has left the company and now I need to change where our
invoices are being shipped."
Quite often instead of being able to help the customer, Support has to transfer the customer to Billing,
or worse yet, they don't have a billing person/department so they have to ask an engineer who is already
working on 20 other things for help. Both scenarios usually end in frustration for the customer.
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PERSUADING CUSTOMER SUPPORT TO SELL
Empower your Customer Support team to fix billing problems. Customers are less likely to churn if they
can quickly and easily update their credit card information. This is an easy step to ensure that Support
can retain your customers and reduce churn.
READ MORE: Churn is
Killing Your SaaS Business
Also – remind your team to annotate the customer record so if a salesperson or someone else comes
back to check on the account in the onboarding phase, they can see any issues that may have arisen.
5. G
ive Support the power to customize a conversation
“With Bizible, Boris knows exact marketing source, location and device used by the leads that
come to his site through live chat [to see] how qualified each lead was and where it came
from. They increased the chat to closed customer conversion rate to 30% [from 5%].”
– Boris Tsibelman, CTO, WeSell.com (Read the full article)
Customers hate it when Support agents don’t know anything about them, but the bar has been
set so low on the Internet that your Support team could amaze your customers by knowing even
a little about them before a conversation starts.
There are three ways to do that:
1. Link your CRM – “Oh the Salesforce license is too much.” Who cares? The customer wants it!
They want your Customer Support team to know what is going on with them. If you think about
it, it seems kind of crazy to hide information from your staff whose job it is to solve customer
problems. If you want Customer Support to sell more, they will need access to the CRM to find
customer history and add notes.
2. Link all of your platforms – These days, most platforms that track customer interactions and
data will integrate. If you use Desk.com for your help desk, make sure Desk.com data goes into
Salesforce. This is a simple thing to do.
3. Use Olark CartSaver – This enables live chat operators talking to a customer to see what
that customer has in their cart as they're browsing or preparing to check out. Armed with this
knowledge, your Support team can customize the conversation to be more helpful, and more likely
to convert a sale.
Try Olark CartSaver!
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PERSUADING CUSTOMER SUPPORT TO SELL
6. M
ake it easy to hand off a hot lead
“Don’t expect the Support team to be dropping three-pointers from the Support queue, but
expect them to pass the ball. Identify simple things that are indicators of a larger deal. Have
a hand off point is great.”
– Nate Gilmore, VP Marketing, Shipwire
Sometimes persuading Customer Support to sell means identifying when someone is ready
to buy. Maybe your purchasing process is quite complex and requires a dedicated sales rep,
beyond what Support can accomplish. Or maybe Support is inundated with actual Support
requests and doesn't have the bandwidth to help the customer complete a purchase.
Whatever the reason, it’s important that your Customer Support and Sales team are constantly
talking. So many times I’ve seen companies try to manage sales hand offs in an ad hoc way.
Support scrambles to find a salesperson with spare time to take an interested customer.
Meanwhile, the customer is left spinning their wheels waiting, frustrated, and annoyed.
There should be a clear and defined process to pass a hot lead from the Support queue directly
to the Sales team, and an integrated platform to track all of these interactions. Combining tools
like Salesforce, Olark and Bizible is a great start:
(A screenshot from a fully integrated Bizible customer interaction.)
Many Sales teams create a special team to handle inbound sales inquiries. These are customers
who reach out to you to start the sales conversations. They are the hottest leads you’ll ever get
because they’ve already qualified themselves.
Customer Support should be able to transfer these customers directly to this inbound team. If you
don’t have one yet, consider measuring how many inbound inquires Customer Support is getting
every day and whether this may justify creating an Inbound Sales position in your company.
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PERSUADING CUSTOMER SUPPORT TO SELL
7. Automate the opening
As we've mentioned above, Support doesn't want to approach a customer and say, "Sooooo,
what are we shopping for today?" They just want to be helpful and friendly.
That's fine! No need to rip people out of their comfort zone. You can use the miracle of modern
marketing technology to automate the sales opener.
For example, if you're using some type of marketing automation software like Pardot, Marketo
or HubSpot, you can automatically send an email whenever a prospective customer has viewed
a white paper, video, or a particular product listing.
This automated prompt gives the interested customer a chance to voice their sales objections,
and lets your Support team allay those concerns in a reactive way.
You can apply this same trick to live chat. Automate openers on pages where a sales objection
might exist. For example, on Olark’s own pricing page I decided to try an experiment: I put a sales
opener on that page that says, “Hey, I’m here to help you explain what Olark is. What business
goal are you looking for Olark to solve?” It doubled the number of conversations on that page
which lifted our sales between 5 and 7 percent.
Yes, this is partially us being tricky marketers in the 21st century, but it also enables the customer
service team to sell.
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PERSUADING CUSTOMER SUPPORT TO SELL
CONCLUSION
Your Customer Support team can be a great asset to your sales efforts. Just don't expect them to
meet a 'sales quota' - that's not how they operate. Put them in a position to be friendly, helpful and
responsive, and watch your customer satisfaction and your bottom line improve. Hopefully this
book gave you some ideas to try with your own team.
If you try any of these techniques, I'd love to hear how it works for you and your team. You can reach
me at [email protected] (And I promise that's a real email, not just one that goes to our Support
team.)
Thanks for reading – Sunir
And here are some places you can find us online:
Blog blog.olark.com
@Olark
www.pinterest.com/
olarklivechat
www.facebook.com/
olarklivechat
www.youtube.com/
user/olark
www.linkedin.com/
company/olark
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@OlarkLiveChat
PERSUADING
CUSTOMER SUPPORT
TO SELL
by Sunir Shah, Chief Marketing Olarker
www.olark.com
PERSUADING CUSTOMER SUPPORT TO SELL
Table of
CONTENTS
Intro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
Ryan and the no-good, very bad
experience with Comcast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
Customer Support is not Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
Function
n Mindset
n
7 ways to persuade Customer Support to sell . . . . . . . . . . . . . . . .
n
n
n
n
n
n
n
1. Make it easy for a customer to contact Support
2. Make it easy for customers to contact Support in the right place
3. Empower your Support team to answer sales objections
4. Empower your Support team to answer billing questions
5. Give Support the power to customize a conversation
6. Make it easy to hand off a hot lead
7. Automate the opening
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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9
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PERSUADING CUSTOMER SUPPORT TO SELL
INTRO
We've all seen it happen: a visitor on your site is lost. They're looking for
something but they're not exactly sure where to find it, or whether it's
even something you carry.
They start a chat with your Support team, or send an email (these start
something like, "I'm not sure if you're the right person or not…") and in
the course of talking they decide to buy something in your store.
A sale has figuratively fallen in your lap. Aside from your Support staffing
costs, no additional money was spent to acquire that customer.
"That was easy!" you think.
"We should do that more often!" says your business partner.
You're both right. It is easy, and you should do it more often, but there's a
right way and a wrong way to get customer Support to sell more.
In this book, I'm going to show you the wrong way to get customer
Support to sell, explain why it's wrong, and then give you some tips on
the right way to 'persuade' customer Support to sell.
Here's the quick TL;DR – Support doesn't want to 'sell.' More accurately,
they don't want to be salespeople. Like Liam Neeson in the movie 'Taken,'
your Support team has a very particular set of skills, skills they have
refined over many, many customer interactions.
If you can understand these skills and where they are needed in the
customer experience, then you can 'persuade' Customer Support to sell.
But first, let's start with a story about the wrong
way to persuade Customer Support to sell.
3
PERSUADING CUSTOMER SUPPORT TO SELL
RYAN AND THE NO-GOOD, VERY BAD
EXPERIENCE WITH COMCAST
In 2014, Ryan Block – recently with AOL and one of the founding editors of Engadget – called
Comcast to cancel his service.
As you know, Comcast is a huge company. They have their Customer Support agents go through
days of training to teach them how to not only help customers, but also to upsell customers.
Here is the template Customer Support agents at Comcast used to sell more. It seems pretty
reasonable on face value.
The basics are there: introduce yourself > get to know the customer > learn about the problem >
solve the problem > transition to a sales offer > overcome objections > make the close > summarize
the decision > document the next steps.
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PERSUADING CUSTOMER SUPPORT TO SELL
Of course things don’t always go like this in reality and Ryan Block did something unique.
He recorded his call with Comcast and put it on the Internet. To date it’s been replayed over six
million times.
It's horrendous. It's really bad.
In this case, Comcast really wanted to stop Ryan from cancelling his subscription. The agent got
belligerent and refused to cancel Ryan's service, even though he was polite, firm and repetitive,
saying, “I just want to cancel my service, will you do that?”
The agent responds with, “No, first I want to know why you want to cancel your service. Why don’t
you want to have the fastest Internet in the United States? You’ve been using us for nine years and it's
been working great, so there must be something wrong with you. I just want to know, I want to know
how to save your account."
Spoiler alert: ultimately the agent refuses to cancel the account. Eight minutes go by and basically
Ryan is forced to 'show his hand' and admit that he's recording the conversation. The rest is history.
After this audio clip went viral and millions of people heard it, a lot of stories came out of Comcast’s
Customer Support team. Dozens, maybe hundreds, of Customer Support agents spoke out about
what life was like inside Comcast. One article on The Verge features 'confessions' from current and
former employees about life at Comcast. Another article is titled, "Now everyone is recording their
nightmare Comcast calls." You can imagine what that's about.
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PERSUADING CUSTOMER SUPPORT TO SELL
Here's what lead to this one very bad interaction, and the avalanche of bad PR around it: Comcast
measured its Customer Support agents as – I kid you not – Revenue Generating Units.
Reps were given upsell quotas to generate revenue. If
they didn’t meet the quotas they were reprimanded,
punished, and quite often terminated.
Very likely, the Comcast program started with,
"Ask the customer to buy something and see
what happens." Eventually it escalated to “Ask the
customer to buy something. Then ask them again
and then ask them again and make sure you get
the sale.”
Over time this lead to a terrible customer
experience because, in the words of Mark Pavlic,
former customer account executive at Comcast,
"The customer is calling in to tell you what’s wrong,
and you’re looking for ways to sell them service."
What a huge breakdown and mismatch in
expectations. They were thinking of Customer
Support as Sales.
The customer
is calling in to
tell you what’s
wrong, and
you’re looking
for ways to sell
them service.
– Mark Pavlic, former
customer account
executive at Comcast
CUSTOMER SUPPORT IS NOT SALES
Customer Support and Sales teams are fundamentally different in function and mindset.
Let's explore these before we move into actionable steps for persuading Support to sell.
Function
There are three popular buying processes that have stood the test of time: Lewis' Purchase Funnel;
John Dewey's Buying Decision Process; and Everett Rogers' Innovation Adoption Process.
6
PERSUADING CUSTOMER SUPPORT TO SELL
I have combined them because it's like a snapshot of how every customer buys no matter whether
they’re buying a tube of toothpaste or buying a car. It also becomes obvious where Support and
Sales are most useful:
1. Need / want. Customer feels an unfulfilled need, innately or through your persuasion.
2. Attention. Customer attention is acquired – they’re in your store or on your website.
3. Matching / Searching. Customer is searching for something. Do you have it?
4. Interest. Something you're selling catches the customer's eye.
5. Objections. The customer wants you to convince them everything is going to be ok.
6. Engagement / Desire. Customer is sold in their heart and mind. Congratulations!
7. Action. How does the customer actually buy it? (a.k.a. The checkout process.)
8. Fulfillment. How does the customer actually get it?
9. Evaluation. Customer compares whether product is what they thought it would be.
10. Satisfaction. Customer got what they bought and it is what they thought.
11. Repeat customer. Customer comes back to you to buy something again in the future.
12. Referral. Customer feels confident recommending you to their friends because you met or
exceeded expectations.
In this buying process, think of the relationship between Sales and Support like a spear.
Sales is the spearhead of growth and support is the shaft.
Sales
Support
The Sales team cuts through to the heart of your customers to generate a need within your target
audience (stage 1) or capture their attention (stage 2).
The Support team is the weight, inertia and momentum of the spear that carries a potential
customer through stages 3 to 10. These are the stages where a potential customer is likely to reach
out to Support with a sales related question, typically either a product or fulfillment question (I'll
talk about these more later).
7
PERSUADING CUSTOMER SUPPORT TO SELL
A spearhead on its own – all interest and no follow-through – isn't effective. Nor is the spear shaft
effective by itself – great service for a product no one knows about. The two must work together.
Sales brings you the customer. Support helps fulfill a customer's interest and escort them through
to completion and, quite possibly, a repeat sale in the future.
Mindset
Companies think (incorrectly) that Customer Support should sell because Support is constantly
talking to customers and anyone talking to customers should sell more.
Customer Support can sell, they just want to do it in their own way.
Let's compare Sales and Customer Support side-by-side to get a better understanding of how the
two prefer to work:
Customer
Support Team
Sales Team
How they work: 'Build relationships'
with 'prospects and leads'
n When: Before the sale
n Goal: Close deals
n Traits: Persuasive, engaging,
empathetic
n In one word: "Competitive"
n
How they work: 'Complete
transactions' with 'customers'
n When: After the sale
n Goal: Resolve tickets; Fix problems
n Traits: Helpful, responsive, friendly
n In one word: "Cooperative"
n
(This is based on an informal survey I conducted through conversations,
and several dozen articles and social media posts.)
Support wants the customer to initiate the conversation so they can be responsive and helpful. Rather
than persuade a customer to try something, they want to "fix a problem", i.e. help a customer find
something, answer a question about a product, or guide them through check out. Support prefers
cooperation between the brand and customer, not competition to get customers in the door.
Support doesn't want to create new sales opportunities, and they shouldn't be expected to. That's
why the Comcast model was flawed.
However, there are plenty of places you can position Support so they are in the right place at the
right time to help complete a sale.
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PERSUADING CUSTOMER SUPPORT TO SELL
7 WAYS TO PERSUADE CUSTOMER
SUPPORT TO SELL
Customer Support can contribute to your sales if you "persuade" them.
I'm using persuade in quotes because you're not literally convincing them to sell; rather, you're using
tools and tricks to deliver customers who are ready to buy to your Support team, so Support simply
has to be helpful, responsive, and friendly to close a sale.
Here are some ways to make that happen:
1. Make it easy for a customer to contact Support
“The presence of a live chat feature alone was an aid for customers while they were
purchasing. It alleviated the worry of not having access to Support should the need arise.
Olark increased our conversion rate by 4.5% within a 95% degree of confidence.”
– Tzvi Balbin, Founder, Userlicious (Read the full article)
This is perhaps the easiest fix, and the first step in your persuasion. This may seem obvious, but
you'd be surprised how many companies bury their contact information. Don't!
If customers can't reach your Support team, then your Support team never has a chance to respond
to customers.
Have a friend or, better yet, a less-technical family member review your site and see if they can
figure out how to contact you. If they can't, look for ways to make it more obvious - put your
Support phone number on every page, move your 'contact' link out of the footer, or maybe add
Olark Live Chat to your site.
If a customer can get answers with minimal effort, they're less likely to walk away from a purchase.
2. M
ake it easy for customers to contact Support in the right place
“Ez Texting put an Olark chat widget on the [sign up form] and . . . they managed to increase
signups by 31%. The chat widget was strategically placed so that if a user has any doubts
before making a successful signup, he could ask it on the live chat widget.”
– Paras Chopra, Founder, Wingify (Read the full article)
When you're evaluating where your contact information is listed on your site, make a list of the
places where a customer has to make a commitment or might have a sales objection. This is where
the rubber meets the road and sales are won or lost.
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PERSUADING CUSTOMER SUPPORT TO SELL
Here's a simple tip: because customers actively want to talk to your staff during checkout, put a call
to action directly in the main flow to contact you. Wingify mentions adding it to their sign-up form.
Apple does a great job of asking for chats pervasively through their online experience:
(Every Apple MacBook product listing has a prominent call to chat.)
(even on the checkout page Apple maintains clear CTAs for contacting Support)
Doing this allows Support to be in the right place at the right time to overcome sales
objections and ensure a customer can purchase with confidence.
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PERSUADING CUSTOMER SUPPORT TO SELL
3. Empower your Support team to answer sales objections
I know what you're saying: "But Sunir, if Customer Support doesn't want to do sales, why insert
them before the sale?" Good question.
A majority of questions at a point of sale fall into two categories:
n Fulfillment questions – These are questions about shipping, returns, and payment options –
technical issues related to completing a purchase and receiving the product.
n Product questions – These are questions (read: doubts) about the product or service the
customer is buying.
Support will naturally have fast answers to these types of questions making this an easy win for
Support in the sales process.
You can take this one step further and ask your Customer Support team to create a sales journal, either
individually or as a team. This will help them with answers to questions beyond fulfillment and product.
A sample 'journal' entry could include:
n The specific sales questions and objections
n How often they arise
n At what stage, or on what page, do they arise
n Summary of successful (and unsuccessful) answers
(Ultimately, you'll want to take what you've learned from these most common sales questions and optimize
the FAQ section on your site, which will make life a little easier for both your Support and Sales teams.)
4. Empower your Support team to answer billing questions
“Our customer service team not only sells by phone, chat and email, but completes the full
cycle including billing using Zuora inside Salesforce so they can fully service the client without
going to sales, billing, etc.”
– Jonathon Moody, VP Operations, Versature
Make sure your Customer Support team can solve a billing problem when one arises. If you can’t close a
transaction because of some functional problem you’ve lost a customer.
Support teams will handle a lot of customers with billing/payment requests, such as, "How do I update
my credit card information?" or "This person has left the company and now I need to change where our
invoices are being shipped."
Quite often instead of being able to help the customer, Support has to transfer the customer to Billing,
or worse yet, they don't have a billing person/department so they have to ask an engineer who is already
working on 20 other things for help. Both scenarios usually end in frustration for the customer.
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PERSUADING CUSTOMER SUPPORT TO SELL
Empower your Customer Support team to fix billing problems. Customers are less likely to churn if they
can quickly and easily update their credit card information. This is an easy step to ensure that Support
can retain your customers and reduce churn.
READ MORE: Churn is
Killing Your SaaS Business
Also – remind your team to annotate the customer record so if a salesperson or someone else comes
back to check on the account in the onboarding phase, they can see any issues that may have arisen.
5. G
ive Support the power to customize a conversation
“With Bizible, Boris knows exact marketing source, location and device used by the leads that
come to his site through live chat [to see] how qualified each lead was and where it came
from. They increased the chat to closed customer conversion rate to 30% [from 5%].”
– Boris Tsibelman, CTO, WeSell.com (Read the full article)
Customers hate it when Support agents don’t know anything about them, but the bar has been
set so low on the Internet that your Support team could amaze your customers by knowing even
a little about them before a conversation starts.
There are three ways to do that:
1. Link your CRM – “Oh the Salesforce license is too much.” Who cares? The customer wants it!
They want your Customer Support team to know what is going on with them. If you think about
it, it seems kind of crazy to hide information from your staff whose job it is to solve customer
problems. If you want Customer Support to sell more, they will need access to the CRM to find
customer history and add notes.
2. Link all of your platforms – These days, most platforms that track customer interactions and
data will integrate. If you use Desk.com for your help desk, make sure Desk.com data goes into
Salesforce. This is a simple thing to do.
3. Use Olark CartSaver – This enables live chat operators talking to a customer to see what
that customer has in their cart as they're browsing or preparing to check out. Armed with this
knowledge, your Support team can customize the conversation to be more helpful, and more likely
to convert a sale.
Try Olark CartSaver!
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PERSUADING CUSTOMER SUPPORT TO SELL
6. M
ake it easy to hand off a hot lead
“Don’t expect the Support team to be dropping three-pointers from the Support queue, but
expect them to pass the ball. Identify simple things that are indicators of a larger deal. Have
a hand off point is great.”
– Nate Gilmore, VP Marketing, Shipwire
Sometimes persuading Customer Support to sell means identifying when someone is ready
to buy. Maybe your purchasing process is quite complex and requires a dedicated sales rep,
beyond what Support can accomplish. Or maybe Support is inundated with actual Support
requests and doesn't have the bandwidth to help the customer complete a purchase.
Whatever the reason, it’s important that your Customer Support and Sales team are constantly
talking. So many times I’ve seen companies try to manage sales hand offs in an ad hoc way.
Support scrambles to find a salesperson with spare time to take an interested customer.
Meanwhile, the customer is left spinning their wheels waiting, frustrated, and annoyed.
There should be a clear and defined process to pass a hot lead from the Support queue directly
to the Sales team, and an integrated platform to track all of these interactions. Combining tools
like Salesforce, Olark and Bizible is a great start:
(A screenshot from a fully integrated Bizible customer interaction.)
Many Sales teams create a special team to handle inbound sales inquiries. These are customers
who reach out to you to start the sales conversations. They are the hottest leads you’ll ever get
because they’ve already qualified themselves.
Customer Support should be able to transfer these customers directly to this inbound team. If you
don’t have one yet, consider measuring how many inbound inquires Customer Support is getting
every day and whether this may justify creating an Inbound Sales position in your company.
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PERSUADING CUSTOMER SUPPORT TO SELL
7. Automate the opening
As we've mentioned above, Support doesn't want to approach a customer and say, "Sooooo,
what are we shopping for today?" They just want to be helpful and friendly.
That's fine! No need to rip people out of their comfort zone. You can use the miracle of modern
marketing technology to automate the sales opener.
For example, if you're using some type of marketing automation software like Pardot, Marketo
or HubSpot, you can automatically send an email whenever a prospective customer has viewed
a white paper, video, or a particular product listing.
This automated prompt gives the interested customer a chance to voice their sales objections,
and lets your Support team allay those concerns in a reactive way.
You can apply this same trick to live chat. Automate openers on pages where a sales objection
might exist. For example, on Olark’s own pricing page I decided to try an experiment: I put a sales
opener on that page that says, “Hey, I’m here to help you explain what Olark is. What business
goal are you looking for Olark to solve?” It doubled the number of conversations on that page
which lifted our sales between 5 and 7 percent.
Yes, this is partially us being tricky marketers in the 21st century, but it also enables the customer
service team to sell.
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PERSUADING CUSTOMER SUPPORT TO SELL
CONCLUSION
Your Customer Support team can be a great asset to your sales efforts. Just don't expect them to
meet a 'sales quota' - that's not how they operate. Put them in a position to be friendly, helpful and
responsive, and watch your customer satisfaction and your bottom line improve. Hopefully this
book gave you some ideas to try with your own team.
If you try any of these techniques, I'd love to hear how it works for you and your team. You can reach
me at [email protected] (And I promise that's a real email, not just one that goes to our Support
team.)
Thanks for reading – Sunir
And here are some places you can find us online:
Blog blog.olark.com
@Olark
www.pinterest.com/
olarklivechat
www.facebook.com/
olarklivechat
www.youtube.com/
user/olark
www.linkedin.com/
company/olark
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@OlarkLiveChat
