If you have ever worked in an office, you probably know how to answer the phone. "Hello. Thank you for calling [company name], this is [your name]. How can I help you?" Or something to that effect. If you work somewhere "fun," you may get to say something like, "It's a bazongo day to get blasted at Blitz Farmers. Can I offer you a blitz blaster bonus pack?" But in any case, you have likely received some sort of instruction on how they would like you to answer the phone while you are at work.
Where much of society fails us, however, is in teaching us how to place a phone call to a business. I'm not talking about telemarketers - those people have computer screens in front of them that tell them what to say in a "choose your own adventure" sort of format so they know how to respond when you tell them the person they are trying to reach has recently passed away. I'm talking about regular people. Customer service people. Accounting people. Customers needing assistance with a product they purchased. Sales people looking for information from the factories they represent. So today, I would like to offer these simple tips to make calling a business a little easier, a little less frustrating, and a little more pleasant for everyone involved.
1. Find a quiet place with the best cell phone reception you can find to place the call. I know, this may be asking a lot, but if the person on the other end can't understand what you are saying, you are both going to leave the conversation frustrated and annoyed. If you have to shout over people in the background and can't hear what the person on the other end is telling you, you'll just get pissed off. I know the pace of our crazy work-a-day world says everything has to happen right exactly now, but the call will go much smoother if you are both able to hear and understand one another on the first try. So find somewhere without a carnival in the background where you have at least two bars on your phone so the call will be clear and understandable.
1a) Do not place the call while driving. Let me say that again:
Do not place the call while driving. I know, I know, you're thinking, "But it's okay! I have a hands-free device so I can legally make calls from my car!" That's only half the issue. While you are driving, you should be focused on driving. If the person on the other end of the call needs information from you, you may not be able to provide it because you don't have access to that information in your car, so you end up wasting your time and the other person's time. If the person on the other end needs to provide you with information, you may need to make a note of what they tell you, which you should not do while you are driving because you should be paying attention to your driving. Yes, traffic sucks. But a phone call to a business requires your participation (see points 5 and 6), so it is best to make the call when you can participate fully. Which is never when you are driving. Do not place the call while driving.
2. Wait for the person on the other end to answer the phone and introduce him or herself. Honestly. This seems like a no brainer, but you would be amazed how often (as a customer service representative) I have answered the phone to someone who is mid-sentence explaining their problem to me. When you're calling a business, the person you are calling is going to have their schpeil that they have to say when they answer the phone, so let them say it. Not to mention, if you didn't hear someone answer the phone and greet you, who are you talking to? Wait for the intro, then proceed to step three.
3. Introduce yourself. Honestly. While many businesses have caller ID, often times, that caller ID only shows a phone number, not a name like your cell phone does. The person answering has likely not memorized every phone number in the country, so they only know upon answering that they're receiving a call from, say, Florida. It is your job to tell them who in Florida is calling. And I'm not saying you should say, "It's Fred and I want to talk to Larry," unless you know for a fact that the person who answered the phone knows who Fred and Larry both are. If you have done step two correctly, you will know who you are talking to. It is only polite to let that person know who they are talking to, so they can begin to get an idea of the context and purpose of the call. And unless you speak to this person on a daily basis, it is best to state not only your name but the company you are calling from. There are a million Johns and Susans and Bills in the world; if you let them know which one you are, they will know how to interact with you appropriately.
4. State the purpose of your call clearly and concisely. If you have a question, ask a question. Do not assume that the question is implied. "Hi, this is Sally and I bought something from you that doesn't work." This is not a question. "Hey, it's Mark and I placed an order the other day." This is also not a question. These are statements that could each be followed with a myriad different questions. It is your job, as the caller, to let the person who answered the phone know why you called.
5. Listen to what the person on the other end of the phone is saying. If you ask a question, wait for the answer. If they ask a question, try to answer the question they asked, not the question you wish they had asked. There will be time for further discussion, but phone calls work best when both parties are engaged in the conversation. This means both talking
and listening in turn.
6. Be prepared for questions. If you are calling with a question about some specific thing, have as much information as you can about that specific thing available when you call. For example, if you are calling to get service on your cell phone, have your cell phone handy so if the person on the other end needs a model number or serial number, you can provide it, or if they tell you to try something with the phone to get it working, you can try it right then and there. If you need to follow up on an order, have the order number handy so they can find your order quickly. Know your own contact information when you call so on the off chance they need a billing zip code or contact phone number to get back to you later with a status update, you can provide that information. Phone calls are conversations, which means both parties must participate. Calling a business to ask questions is not a passive activity - be prepared to participate in the conversation.
7. Remember that you are talking to a person. We've gotten used to automated phone answering systems now that when you do actually get through to a live person, you're often so frustrated you just want to scream. I get it. I've been there. But the live person you're talking to on the other end has likely not been involved in your frustration to this point and needs a moment to catch up. Yes, they are an agent of the company you are calling, but he or she may need a moment to familiarize him or herself with your specific situation or the specific product you are calling about and it is not a plot to make you even more angry. You know why you're calling; they don't yet. Give them a moment to catch up before you start berating them for their ignorance.
8. Know what information you are looking for. This way, you will know when the conversation is over. Say "thank you" and hang up.
I hope these tips have been helpful and that they will make your future business calls more pleasant and more productive. Join us again next week when we explore how to use the antiquated piece of office equipment, the land-line phone.