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How we provide great customer service Joshua Porter, Co-founder

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6/7/11 Joshua Porter, Co-Founder and VP of Customer Experience at Performable, presented at a MassTLC SaaS seminar on customer satisfaction and the customer experience in a SaaS environment

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Page 1: Performable

How we provide great customer service

Joshua Porter, Co-founder

Page 2: Performable

“The process of setting up Performable was much

easier than I expected, due in large part to excellent

customer service and easy-to-use software. When

their sta! promises something, they deliver - even if

it is customized code to meet your needs. All the way

around, using Performable has been a pleasant

surprise. Set up was faster than I would have thought

possible. Thanks Performable!”

Kristin Larsen, MyStrategicPlan.com

Page 3: Performable

Visit us: performable.com Call us: 1-888-268-6035

Principles

Page 4: Performable

Visit us: performable.com Call us: 1-888-268-6035

Principles

1. Customer service = personal relationships

Page 5: Performable

Visit us: performable.com Call us: 1-888-268-6035

Principles

1. Customer service = personal relationships

2. Under promise, over deliver

Page 6: Performable

Visit us: performable.com Call us: 1-888-268-6035

Principles

1. Customer service = personal relationships

2. Under promise, over deliver

3. Whatever happens, solve their problem

Page 7: Performable

Visit us: performable.com Call us: 1-888-268-6035

Principles

1. Customer service = personal relationships

2. Under promise, over deliver

3. Whatever happens, solve their problem

4. The role of helper is best

Page 8: Performable

Visit us: performable.com Call us: 1-888-268-6035

Principles

1. Customer service = personal relationships

2. Under promise, over deliver

3. Whatever happens, solve their problem

4. The role of helper is best

5. Embrace the evangelists

Page 9: Performable

Visit us: performable.com Call us: 1-888-268-6035

Principles

1. Customer service = personal relationships

2. Under promise, over deliver

3. Whatever happens, solve their problem

4. The role of helper is best

5. Embrace the evangelists

6. CS improves your product, period.

Page 10: Performable

Visit us: performable.com Call us: 1-888-268-6035

Tactics

Page 11: Performable

Visit us: performable.com Call us: 1-888-268-6035

Tactics

1. Everybody at Performable does support, we rotate responsibility daily

Page 12: Performable

Visit us: performable.com Call us: 1-888-268-6035

Tactics

1. Everybody at Performable does support, we rotate responsibility daily

2. Every relationship deserves a hando!, which takes more time but is worth it

Page 13: Performable

Visit us: performable.com Call us: 1-888-268-6035

Tactics

1. Everybody at Performable does support, we rotate responsibility daily

2. Every relationship deserves a hando!, which takes more time but is worth it

3. Do post-mortems on failures, figuring out exactly what went wrong

Page 14: Performable

Visit us: performable.com Call us: 1-888-268-6035

Tactics

1. Everybody at Performable does support, we rotate responsibility daily

2. Every relationship deserves a hando!, which takes more time but is worth it

3. Do post-mortems on failures, figuring out exactly what went wrong

4. Complete transparency, we often have and keep conversations public

Page 15: Performable

Visit us: performable.com Call us: 1-888-268-6035

Technologies

Tried Zendesk, then Tender,

now using Assistly.

Page 16: Performable
Page 17: Performable

Visit us: performable.com Call us: 1-888-268-6035

Technologies

We use Salesforce to monitor and

hand o! from sales.

Page 18: Performable
Page 19: Performable

Visit us: performable.com Call us: 1-888-268-6035

Technologies

We use our own tool, Performable, to unify a customer’s experience

and provide support over time.

Page 20: Performable
Page 21: Performable

“Good service pleases both the giver and the recipient by the beauty of the

performance, thereby enhancing life and adding value to an event that would

otherwise be only a transaction.”

James Hillman, Kinds of Power

Page 22: Performable

Thank you!