Académique Documents
Professionnel Documents
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Communication,
and Professionalism
After studying this chapter, you will be able to:
J Explain the difference between a help desk and a call center.
J Describe the three levels of technical support.
J Identify desirable communications skills.
J Explain how body language influences customer and client perceptions.
J Identify the traits that exhibit a professional image.
J Identify strategies for dealing with difficult customers and clients.
J Explain the importance of performing a follow-up in customer relations.
A+ Exam—Key Points
The Communication and Professionalism domain is new and is part of the
CompTIA A+ 2006 exams: Essential, 220-602 (IT Tech) and 220-603 (Remote
Tech). In these exams, you will most likely encounter questions related to
customer relations, such as communicating clearly with the customer, listening
to the customer, and conveying to the customer a positive attitude.
A+
788 Computer Service and Repair
Customer Support
Simply put, customer support is the delivery of customer assistance,
customer support
customer training, and customer services. This section provides an overview of
the delivery of customer support. In it, you are given the big picture of how the organization
customer assistance, models work together to resolve customer and client computer problems. You
customer training, will learn how different levels of support can be distributed across these models
and customer and will be made aware of the level of customer interaction typical of each
services. model.
Help desk
A help desk is a central point of contact that provides technical support to
clients. The clients may be company employees or customers. The usual method
of contact is by telephone or e-mail. Examples of organizations that typically
help desk
provide help desk support are Internet Service Providers (ISPs), hardware and
a central point of
software manufacturers, corporate businesses, and educational and government
contact that provides
institutions. technical support to
The help desk is the first level of support used to resolve common computer clients. The clients
hardware and software problems. In most instances, a service request and repair may be company
ticket is generated from the first moment of contact with a client. employees or
The help desk can be a dedicated, single location or part of a larger organi- customers.
zation, such as a call center, Figure 23-1. For example, a large enterprise, such as
Dell, could outsource their first level of support to a call center. If the call center call center
cannot immediately resolve the problem, the support request is forwarded to a large collection of
the next level of support, which may be a technician located at Dell. The techni- support people
cian is trained to handle more difficult problems that require intervention by a located in a common
person with much more expertise. facility equipped
with telephones and
computer network
Call center
support. A call
A call center is typically a large collection of support people located in a center can provide
common facility equipped with telephones and computer network support. support for more
Many call centers provide support for more than one company or product. The than one company
center may be located anywhere in the world. or product.
Call center employees do not necessarily have technical skills required for
repairing computer-related problems. They are more likely trained to read
prepared scripts correlated to the most common general problems. If they
cannot adequately fix the problem, the support request is forwarded to the next
level of repair technician. This repair technician is usually located at the
company who manufactures the equipment or writes the software.
Support Software
There are many different software packages designed to keep track of
service requests and the final results. This is typically how service is organized
and tracked. For example, when a customer or client first contacts the help desk
Chapter 23 Customer Support, Communication, and Professionalism 791
Figure 23-2.
Repair Ticket Example of a repair
ticket for the corpo-
rate environment.
Job Request Number:
Contact Information
Name: Initial contact date:
Department: Phone number:
Equipment information
Brand: Model: SN:
Equipment description (CPU, amount of RAM, etc.):
Repair Information
Service date: Service technician:
Diagnosis:
Actions taken:
Parts used:
with a service request, the call is logged, Figure 23-3. This includes adding the
date and time and a description of the problem. The software will typically
generate a repair ticket.
The help desk technician may resolve the problem immediately or may
dispatch a technician to the client’s location. The copy of the repair ticket is
distributed to the technician who will report to the physical location of the
problem.
On resolving the problem, the technician completes the ticket by adding the
procedure used to resolve the problem. Any hardware or software that needs to
be provided or has been provided to remedy the problem is also listed. A
follow-up of the incident can be reviewed at the end of the day to ensure all
problems have been resolved and that no incident has been left unresolved.
Levels of Support
There are typically three levels of support within an organization, Figure 23-4.
Level-one support is the initial technical support contact. This is typically made
with technical support from a help desk, Web site, or call center. Most problems
can be corrected at this level.
Level-two support is when the problem is elevated to a person with more
experience or expertise than the first person contacted. While level-one support
handles most problems, the person at level one typically answers technical
support questions from queue cards or a software program that has answers
available for the most common customer problems and questions. Level-two
Figure 23-3.
HelpStar service
request. (Help Desk
Technology
International
Corporation)
Chapter 23 Customer Support, Communication, and Professionalism 793
Figure 23-4.
Support Level Description
The levels of
Level one Help desk, Web site, or call center. support through
Level two Supervisor over the level-one response team. which a problem can
flow.
Level three Supervisor (level two) working with third-party support from
a larger company.
support is provided for problems that are much less commonly encountered or
more unique in nature. For example, a new software application that has just
been released to the public may be conflicting with another software applica-
tion. The problem is so new that there is no or very limited information. The
level-two support technician works closely with the customer to solve the
problem. The technician may need to recreate the problem before being able to
find a procedure for correcting the problem.
Level-three support is typically provided outside the immediate technical
support location. For example, a third-party company, such as Microsoft and
IBM, provides level-three support when a problem cannot be solved locally by
level-one or level-two support. This is often a combined effort to solve a
customer problem and is coordinated by the original support team member
who is a level-two member at the home company. Level-three support may
involve software programmers and engineers. Consumers are generally never
live support
involved with level-three support personnel. support in which a
Most level-one technical support is free, at least for a limited time. The customer or client
highest level of support is typically not free and is set up on a cost per incident talks directly to
basis or through a service contract. It may also be based on a specific number of support personnel
incidents or minutes of live support. Live support is when you actually talk to rather than using
support personnel rather than using e-mail as a means of technical support. e-mail or FAQs.
Outsourcing
Customer support is often outsourced to a company that specializes in tech-
nical support. The outsource company may reside in the United States or be
located overseas. The main reason for outsourcing is cost of the support service,
of which the major cost is employee wages. It is often less expensive for a
company to use a call center located in a foreign country because the wages
may be far less than if the same service was provided locally.
A software or hardware company may find it more cost effective to
outsource level-one support and opt to provide level-two support on a local
basis. All common or routine problems encountered by customers or clients can
be answered by the outsource service. Problems requiring a level-two technician
are reserved for the company at the local location or authorized service centers
scattered across the United States and world.
For example, the ABC Laptop manufacturer has all client and customer
support requests directed to a 1-800-number or to e-mail support. The first level
of support is provided by the outsource company XYZ Corporation located in
Bombay, India but authorized to represent the ABC Laptop manufacturer
company in the United States. The XYZ Corporation handles all routine calls
794 Computer Service and Repair
and provides help to customers. They cover the basic problems that may be
encountered and talk customers through such items as verifying the following:
I Power LEDs are lit.
I All cables are connected.
I Memory has been reset.
They may also talk the customer through the procedures for using the
support CD to reinstall the operating system and through other basic tasks. If
the problem cannot be resolved, the outsource support company forwards the
problem to the ABC Laptop manufacturer. This is when more sophisticated
troubleshooting diagnostics are required or the actual physical replacement of
hardware items. The customer is provided an address to send the laptop to or a
pickup ticket for FedEx, UPS, or similar service. The laptop is then sent to the
ABC Laptop manufacturer for diagnostics and repair.
Figure 23-5.
Dell provides on
their Web site
(www.dell.com) a
FAQ for customer
service questions,
technical support
questions, and
account questions.
Chapter 23 Customer Support, Communication, and Professionalism 795
asked topics concerning Internet security. After selecting a topic, such as,“How
Do I Clear My Temporary Internet Files, Cookies, and History in Internet
Explorer?”, step-by-step instructions appear similar to those in Figure 23-7.
Figure 23-6.
This Dell Tech
Support FAQ lists
the top Internet
security topics.
Figure 23-7.
Dell provides proce-
dures for “How do
I” type questions.
796 Computer Service and Repair
Communication Skills
Communication skills are an area of customer support in which computer
technicians will most likely have the greatest room for improvement.
Communication with a customer is not limited to just the actual conversation. It
includes other aspects, such as body language and attitude. Although both of
these communication skills are unspoken, they present a clear message to the
customer about your level of willingness and concern for fixing their problem.
This section discusses various aspects of communication⎯specifically verbal
communication, body language, attitude, listening skills, telephone skills,
writing skills, and e-mail.
Verbal Communication
The secret to a successful business is repeat customers. The secret to having
repeat customers is customer satisfaction. Customers are satisfied when you are
helpful, courteous, and express a genuine sincerity when dealing with their
problems and complaints. This may sound like a simple task, but one slip of
your tongue while you are frustrated could mean the difference between
success and failure in customer relations.
When communicating with customers and clients, always speak clearly and
concisely. Never use computer and network jargon and acronyms if you can
avoid it. You may think that using such language makes you sound smarter or
more knowledgeable. In reality, it makes the customer or client “feel” less valu-
able and stupid. It breaks down their confidence even further than it already
must be. The customer or client should feel comfortable while engaged in a
conversation with you.
Always begin your conversation with a warm greeting. For example, “Good
morning, what can I do to be of service to you?” While engaged in conversation
with a customer or client, use positive words to establish a “Can do!” attitude.
Use reinforcing statements, such as, “Don’t worry, I’ll have this fixed in no
time,” or “This is a very common problem. Lots of people have trouble at first.”
Do whatever you can to build their self-esteem and their confidence in you and
in your company. The following are some good and bad examples of statements
used when communicating with a customer or client:
Good examples:
“Yes, we can fix that.”
“No problem, we can handle that.”
“Yes, we fix that type of problem all the time.”
“If you have any more problems, don’t hesitate to call.”
“You are no bother. This is what I am here for.”
Chapter 23 Customer Support, Communication, and Professionalism 797
Bad examples:
“I hope we can help you.”
“I’ve never fixed that type of problem before.”
“I don’t know, but I’ll try.”
“I’ll be busy later, so lets get this finished now.”
Body Language
Body language and mannerisms can say more than the spoken word and
reveal your true feelings. For example, as an employee you may say, “How may
I help you?” However, if you continue to work on a customer’s computer and
avoid eye contact with the customer, you are sending the nonverbal message, “I
am very busy right now and really do not have time for your problem.” If you
greet a person with open arms or hands, you warmly say nonverbally, “I am
open to your problem.” On the other hand, if you greet the customer with arms
folded across your chest and a scowl on your face, you are sending the non-
verbal message, “Keep out.” The following are some body language key points
to keep in mind:
I Smile.
I Maintain eye contact with the customer while listening, Figure 23-8.
I Face the customer squarely.
I Never look away from the customer or stare off at a distant point while
conversing.
I Do not fold your arms across your chest or take a defensive posture.
Always face people directly and squarely. Do not turn away while
addressing a person or engage in other activities when you should be giving
your complete attention to the customer. If you are alone in a shop and must
answer a phone, always apologize and ask if you can return their call at a better
Figure 23-8.
By maintaining eye
contact with the
customer while
listening, you tell
that customer you
are truly interested
in helping him or
her with their
problem.
798 Computer Service and Repair
time. All customers appreciate that they are being given fair attention. If you do
ask to return a call at a better time because you are helping another customer,
return the call.
Attitude
Attitude is easily perceived by a customer but is very hard to define in
objective terms. Everyone knows a “good” attitude or a “bad” attitude when
they experience it. It is critical to your success to always maintain a positive atti-
tude while working with people. Without it, you may not have a job. It doesn’t
take long to earn a reputation for your attitude⎯good or bad.
For this chapter, the best definition of attitude is a subjective judgment of
character made by the customer based on the perception of how the technician
presents himself or herself and meets the customers’ needs.
Show the customer that their problem is your main concern. You do this by
asking probing questions such as, “How long have you had this problem?”
Never be judgmental or indicate that the customer caused the problem, even if
they did. You will use training techniques and suggestions to help them avoid
the problem in the future.
Avoid distractions. A customer or fellow worker will feel you are not inter-
ested if you do not give them your full attention. For example, when working
on a project, always stop your work to talk to a customer. This will give the
customer a feeling of importance and show that you care about their problem. It
will also keep you from making an error on your project because you are
distracted. In making a customer feel important, you will gain their confidence.
Listening Skills
Listening skills are the most important trait listed by employers in recent
surveys conducted to identify the trait most desired in customer support. They
all agree that employees who work with clients and customers must have excel-
lent listening skills. It seems like listening is such a simple task. So why do not
all people have good listening skills? Many people, especially the type of
personalities that gravitate toward the computer field, are often bright and artic-
ulate and may already be thinking ahead of the customer. Avoiding this habit
will keep your customers from feeling “small” and inadequate. The following
are a list of guidelines to put into practice:
I Always maintain eye contact while listening.
I Avoid distractions while listening. Do not try to perform other tasks while
the customer or client is talking to you. Focus on the speaker.
I Never eat or drink while talking with a customer.
I Always allow the customer or client to complete his or her sentence. Never
cut off or interrupt them, anticipating what they are going to say.
I Restate the problem to the customer or client. This will ensure that you
know what they are saying or describing to you as the problem.
Check out www.listen.org, a Web site dedicated to listening skills. There you
will find many interesting facts, such as only 7% of the meaning in a conversa-
tion is transmitted by actual words.
Chapter 23 Customer Support, Communication, and Professionalism 799
Telephone Skills
Many of the same skills used in face-to-face communication also apply to
telephone support. Always speak clearly and concisely and avoid trade jargon,
slang, and acronyms.
Never engage in other activities while talking to the customer or client. A
person can always tell when someone is not focused on his or her conversation.
When you are engaged in another activity, like working on a computer while
talking to the customer on the telephone, the customer will be able to tell you
are not fully engaged with their conversation. This will generate a feeling that
you are not truly concerned with their problem or need and will probably irri-
tate the customer.
Always avoid talking on a speakerphone, as this only confirms that you are
not paying attention to the caller. You are a technician. If you must be “hands
free,” get a headset. At least this way, the customer will feel that they are the
focus of your conversation. Unless it is necessary to use the keyboard or
remotely access the customer’s computer, keep your hands off the keyboard.
Customers can hear that you are using the keyboard and will nearly always
conclude that it does not have to do with their problem.
Smile while on the phone, Figure 23-9. It might sound crazy, but it actually
works. A person on the other end of the telephone conversation can actually
perceive when a person is happy on the telephone. This is interpreted as a
feeling that the support person is pleased to hear from the customer and wants
to help them. A good idea is to hang a mirror near the telephone with a sign
that says “Smile!”
Figure 23-9.
Smiling while on the
telephone can help
you convey that you
are pleased to hear
from the customer
and want to help
them.
800 Computer Service and Repair
Writing Skills
Writing is a part of all customer support technician duties. As a customer
support person, you will either write by hand on repair tickets or enter into a
computer the specifics about a repair. Content typically consists of a description
of the problem and the repair procedure used to fix the problem. Often, your
writing and documentation of specific problems and the method used to fix the
problem will become valuable company information for problems encountered
in the future.
When creating written communications, always use appropriate grammar
and correct spelling. All word processing packages and software programs that
require written responses have spell checkers and usually grammar checkers.
Use them! Do not disable them or ignore them. When writing, use sentences
limited to 15 to 20 words. Avoid long, run-on sentences.
Always be polite in your correspondence, and never use sarcasm. Sarcasm is
always inappropriate because the customer or client may very well misinterpret
your intent. Sarcasm is based on familiar personalities, and you are not familiar
with all who might read your correspondence.
Many help desk support software packages contain sections to support
e-mail directly from within the software package. You will need to respond to
customer and client e-mails. E-mail correspondence is covered in the next
section.
Another function of customer support may involve writing training manuals
or a set of procedures for a company. Often, part of a contract of installing
computer equipment and software involves training the customers on how to
use the equipment. Many times technical support personnel must write training
packages to support the customer. You may very well find yourself responsible
for part of the written package.
E-Mail
Customer support may require a great deal of time answering e-mails from
customers and clients. When writing e-mails to customers and clients, avoid
computer jargon, acronyms, and abbreviations, just as you would in spoken
language. Communicating in writing with other technicians is not the same as
communicating in writing with customers and clients. While it might be
perfectly all right to use an acronym or abbreviation on a customer repair ticket,
you should avoid acronyms and abbreviations when communicating with
customers.
:( Frown.
;) Wink.
Figure 23-10.
Microsoft Outlook
has a tool called the
Out of Office
Assistant, which is
used to send an auto
reply to senders.
802 Computer Service and Repair
Professionalism
professionalism Professionalism is a businesslike characteristic reflected in a person and
a businesslike char- work environment. In relation to a person, it is identified in a person’s attitude
acteristic reflected in and dress. In the work environment, it is identified in its décor and general
a person and work atmosphere. This section explores various aspects of professionalism in an
environment. employee and work environment.
Professional Image
Businesses and their employees are often judged by a customer’s or client’s
first impression of them. For example, if a technician looks professional, the
customer feels confident in them. If the technician looks sloppy, dirty, unkempt,
or bizarre, the customer or client might have a less than confident feeling about
the technician.
Dressing appropriately means dressing professionally. In the work environ-
ment, there are two distinct types of acceptable dress: formal business and busi-
ness casual. Formal business typically means a suit coat or sport coat with a
collared shirt and tie (or just a collared shirt and tie) and a pair of dress slacks
and leather shoes, Figure 23-11. Business casual generally means a polo shirt
(often with a company logo) or collared shirt with no tie, dress or casual slacks,
leather shoes, and in rare cases, tennis shoes, Figure 23-12. Some computer tech-
nicians believe that they are entitled to wear torn or tattered blue jeans, T-shirts,
tennis shoes, flip-flops, or sandals. These are never acceptable forms of business
attire. Remember that your casual attire may reflect a casual attitude and not
one that is serious about getting the job done. You are a trained professional;
dress like one.
Many businesses provide shirts for their support staff. When shirts are
provided, the dress code is clearly stated to the employees. If the dress code is
not clearly stated, then it is assumed. When working in the area of customer
support, a polo shirt is most appropriate, but be aware that some companies
require a dress shirt and tie to be worn when dealing with customers and clients
at their locations.
Chapter 23 Customer Support, Communication, and Professionalism 803
Figure 23-11.
This IT person is
wearing formal
attire.
Figure 23-12.
This IT person is
wearing casual
business attire.
804 Computer Service and Repair
Work Environment
The store or work location image is also critical, and is often a direct result
of the employees’ efforts to maintain a professional image. The work environ-
ment must represent a professional atmosphere. If the work environment is to
be visited by customers and other employees, it should be maintained so as not
to be offensive to others. For example, you may enjoy a particular style of music
while you are working; however, it may not be the choice of many customers.
The customer should not be offended by loud music of any generation. You
should avoid music in the work environment where customers may be present,
except for soft, neutral background music.
Also, be aware that listening to an MP3 player or other device through
earphones is offensive to many people. You should be concentrating on the
customer or client. This also applies to working at a client’s workstation and in
the corporate environment as a whole. The following are some tips to help you
maintain a professional environment in your workplace:
I Keep your location and workstation clean and well organized.
I Never keep food containers, cups, and general trash on counters or work
areas.
I Do not play music that is not in the mainstream or blast music of any kind.
I Do not let friends “hang out” around the store or workspace. The workplace
is not a social club.
Chapter 23 Customer Support, Communication, and Professionalism 805
I Do not display inappropriate posters, pictures, or signs. You may think they
are fun or entertaining, but not all customers share your view.
Follow-Up
A follow-up helps to build a good relationship with the customer or client.
Perform a follow-up after you have had a break in contact with the customer or
contact. For example, after a customer’s problem has been fixed, follow up a
few days after completing the repair to see if they are satisfied and all went
well. This technique improves service and builds a client’s trust. Customers and
clients love the fact that someone is checking if their problem was handled in a
timely fashion and that they were dealt with professionally.
Your Word
One of the most important assets you have is your word, and it costs you
nothing. Your word or promise can make or break your client relationship. Be a
person of your word. Your word should be your bond. Suppose you tell a
customer you will contact them with a repair estimate the next day, but you run
into a problem with a vendor. The vendor does not respond to your inquiry, so,
in turn, you do not have the customer estimate ready. If you told the customer
you would call the next morning, do so, even if it is to say you do not have the
estimate yet. It is important that you be a person of your word.
Keep your promises. If you say you will be there in the morning, be there.
The client may have rearranged their schedule to accommodate you. If you have
a problem, call ahead, and always apologize. How often have you been given a
date and been required to sit home all day to have a service done. Do not allow
this type of behavior to become your business signature.
Contracts
If a company is large, it may be necessary to create a written document or
contract to be sure everyone has the same expectations. The contract should
contain a description of the work to be performed, the estimated or actual cost,
and other terms agreed on. By having a customer signature prior to work, you
always protect yourself against a misinterpretation of expectations. A client or
customer should always receive exactly what they agreed to⎯maybe more, but
never less.
Teamwork
teamwork Teamwork is two or more people working toward a common goal. For
two or more people example, the goal of customer support is customer satisfaction. When you work
working toward a as part of a team, you place the common goal of the team “customer satisfac-
common goal. tion” above your own individual goals(s), such as recognition and promotion.
Teamwork is an essential component of a successful business.
As a team member, you must be willing to help other team members and to
share your own expertise and knowledge with others. For example, a customer
calls and asks about the status of their computer. If the person assigned to repair
the computer is out of work that day, you should check the job ticket to review
the status of the repair. It could be ready for pickup or awaiting parts. You
should try to help the customer even if it is not your assigned repair. Make a
note of the customer call and record your actions. For example, you might write
a note on the ticket such as “Customer called and asked the status of the repair.
Chapter 23 Customer Support, Communication, and Professionalism 807
I informed him it was awaiting parts and should be ready in a day or two.”
Then, sign the note.
When working as a member of a team, you should be willing to share your
knowledge with other team members. Knowledge is not just limited to technical
issues. It also covers company procedures or any other bit of knowledge that
might help another team member perform their duties.
Summary
I A help desk or call center is usually the first contact point for service.
I A help desk can belong to a single company or be part of a call center.
I A call center typically provides support for more than one company or
product.
I Level-one support is the initial contact with technical support.
I Level-two support is support provided by a person with more expertise
than someone in level one.
808 Computer Service and Repair
Review Questions
Answer the following questions on a separate sheet of paper. Please do not
write in this book.
1. What is customer support?
2. Explain the difference between the help desk model and call center model.
3. Which level of support is provided when the problem is elevated to person
with more experience or expertise than the first person contacted?
4. Is it permissible to use acronyms when communicating with customers?
5. What is attitude?
6. What are the key points of body language you should use?
7. Why is sarcasm inappropriate in communications?
8. What are emoticons?
9. What are the key points in writing an effective e-mail message?
10. What two elements are required to deal with difficult people?
11. Why is it important to perform a follow-up?
12. What is the goal of the customer support team?