Presentation Geeks

How A Customer Service Presentation Will Set Your Business Up For Success

Table of contents.

Customer service is one of the most important aspects of your business. You could have the greatest product or be the best price, but if your customer service isn’t up to par, growing your business will be a tough job.

Especially for client/customer-facing roles, strong customer service can not only improve your brand image, but also help retain current clients and gain referrals.

What were saying here is that it’s critical to properly train your employees to deliver consistent and stellar customer service . You might consider creating a training presentation that walks your employees through their customer service responsibilities. Let’s break down the importance of these presentations and how you can set your business up for success.

What Is A Customer Service Presentation?

One aspect of employee training involves walking through what good customer service looks like. Customer service itself is when employees assist and give sound advice to those who buy or use the products or services being offered.

Training your employees on this topic can often be done through a presentation that provides a thorough understanding of good service, how to handle problems and questions, and why customer service is so important.

The slides in the presentation should included relevant and quality information for your employees about customer service and how to deal with difficult inquiries or situations. This will enable them to provide good service when faced with those calls, emails, or interactions with customers.

Here’s an example we created for Sherwin Williams.

Sherwin Williams Customer Education Presentation

customer service overview presentation

What Benefits Will A Presentation on Customer Service Provide My Business?

A thorough understanding of customer service expectations and guidelines in a presentation can set your company up for success in a few key ways, including:

Well Trained Customer Service Representatives

Effective customer service for your customers, helps to build a good reputation.

customer service overview presentation

Customer service presentations are primarily created to inform and educate employees who will be providing service to customers or clients.

When your employees are properly trained in all things customer service, they will be able to deliver exceptional service to your customers. Not only will properly trained employees complete their duties to company standard, it’s peace of mind knowing you have your aces in the right places .

In your customer service training presentation, you should have slides that include overviews and discussions on the following objectives:

Product and Service Knowledge

Communication Styles

Conflict Management/Resolution

Common Consumer Problems

Reasons for Consumer Complaints

Ideas for Cultivating Strong Relationships

Measure of Success

Authority or Hierarchy Understanding

Depending on the tools provided to your employees by your company, you might also include a segment on IT and other customer service tools that the employees will need to work with.

With properly trained employees comes great interactions with your customers.

If a consumer has a problem and they need some to listen to and understand their complaints but your employees aren’t trained in customer service, it can lead to all sorts of problems. Whether it’s on the phone, email, or in person, your customers will expect quality services from your employees.

A customer’s experience can often dictate whether they will return as a customer or point their direction somewhere else. On a financial level, it is more cost effective to keep a current customer than bring in a new one.

Retaining customers and maintaining relationships with them can be done when your customers have a great experience and feel important.

As social media platforms continue to grow in popularity, they have also become platforms for people who want to share their good or bad experiences with a company. Whether it’s through Google reviews , Tweets, TikTok videos, or Facebook posts, words and experiences from customers who visit your store or website can have a huge impact on your business.

customer service overview presentation

Maintaining a good reputation with great service to your customers will go a long way. A good reputation can be built and maintained when you:

Serve customers by putting them first

Avoid increasing conflict

Learn from mistakes

Should My Presentation Be Editable?

As your create your presentation, you should consider the adaptability of the content. An editable presentation deck can benefit your business by adapting to changes in customer service best practices .

Especially if you use apt research when you organize your content, be sure to edit the ppt deck as research evolves and changes.

You Should Always Consider A Custom Presentation

Whether you need sixteen slides or sixty, you should consider having a custom presentation deck created .

With custom slides, you can tailor the content, theme, graphs, and topic to your business. The point is to train your employees on how to deliver service for your specific company and you may have different guidelines than other companies.

What Other Digital Tools Should I Use To Equip My Team?

When it comes to equipping your team and setting them up for success, there are a few other tools you might consider providing your employees. These include:

a personal work computer

ability to download slides from presentation

planners or planning software

e-learning courses on customer service

As a manager or employer, you should consider the ways in which you can work with the people on your team and set them up for success in the customer service department.

Our Final Thoughts On Having A Presentation on Customer Service

customer service overview presentation

A great customer service ppt deck comprises of relevant information, employee guidelines, product knowledge, and department specific slides. Creating slides that reach your employees and that enable them to succeed in their positions is vital for success.

Are You In Need Of A Custom(er) Service Presentation? The Geeks Are Here!

Need someone to create great customer service training slides for your business and employees? The geeks at Presentation Geeks are here to help. We can build your PowerPoint presentation that can help you succeed in your customer service department!

Contact us today to see how we can help!

Author:  Content Team

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Customer Service Templates

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Customer Service Swimlane PowerPoint Template & Google Slides Theme

Customer Service Swimlane PowerPoint Template

Customer Support 03 PowerPoint Template & Google Slides Theme

Customer Support 03 PowerPoint Template

Call Center Dashboard 01 PowerPoint Template & Google Slides Theme

Call Center Dashboard 01 PowerPoint Template

Customer Complaint Handling 04 PowerPoint Template & Google Slides Theme

Customer Complaint Handling 04 PowerPoint Template

Customer Complaint Handling 01 PowerPoint Template & Google Slides Theme

Customer Complaint Handling 01 PowerPoint Template

Customer Service Improvement Plan PowerPoint Template & Google Slides Theme

Customer Service Improvement Plan PowerPoint Template

Call Center Dashboard 02 PowerPoint Template & Google Slides Theme

Call Center Dashboard 02 PowerPoint Template

PDCA PowerPoint Template & Google Slides Theme

PDCA PowerPoint Template

Customer Services PowerPoint Template & Google Slides Theme

Customer Services PowerPoint Template

Customer Complaint Handling 03 PowerPoint Template & Google Slides Theme

Customer Complaint Handling 03 PowerPoint Template

Customer Complaint Handling 02 PowerPoint Template & Google Slides Theme

Customer Complaint Handling 02 PowerPoint Template

Customer service powerpoint templates for presentations:.

The Customer Service PowerPoint templates go beyond traditional static slides to make your professional presentations stand out. Given the sleek design and customized features, they can be used as PowerPoint as well as  Google Slides templates . Inculcated with visually appealing unique and creative designs, the templates will double your presentation value in front of your audience. You can browse through a vast library of Customer Service Google Slides templates,  PowerPoint themes  and  backgrounds  to stand out in your next presentation.

What Is A Customer Service PowerPoint Template?

A Customer Service PowerPoint template is a ready-made presentation template that provides a structured framework for creating professional Customer Service presentations. The Customer Service PPT presentation template includes design elements, layouts, and fonts that you can customize to fit your content and brand.

What Are The Advantages Of Customer Service Presentation Templates?

Customer Service PPT presentation templates can be beneficial because they:

  • Add multiple visual and aesthetic layers to your slides.
  • Ensure that complex information, insights and data is presented in a simplistic way.
  • Enhance the overall visual appeal of the content.
  • Save you a lot of time as you don’t have to start editing from scratch.
  • Improve the professional outlook of your presentation.

How To Choose The Best Customer Service Presentation Templates?

Keep the following points in mind while choosing a Customer Service Presentation template for PowerPoint (PPT) or Google Slides:

  • Understand your presentation goals and objectives.
  • Make sure the Customer Service template aligns with your visual needs and appeal.
  • Ensure the template is versatile enough to adapt to various types of content.
  • Ensure the template is easily customizable.

Can I Edit The Elements In Customer Service PowerPoint Templates?

Yes, our Customer Service PowerPoint and Google Slides templates are fully editable. You can easily modify the individual elements including icons, fonts, colors, etc. while making your presentations using  professional PowerPoint templates .

Are Customer Service PowerPoint Templates Compatible With Google Slides?

Yes, all our Customer Service presentation templates are compatible and can be used as Customer Service Google Slides templates.

How To Download Customer Service PowerPoint Templates For Presentations?

To download Customer Service presentation templates, you can follow these steps:

  • Select the resolution (16*9 or 4*3).
  • Select the format you want to download the Customer Service template in (Google Slides or PowerPoint).
  • Make the payment (SlideUpLift has a collection of paid as well as free Customer Service PowerPoint templates).
  • You can download the file or open it in Google Slides.

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10 Must-See SlideShares about Customer Service

SlideShare has brought presentations to a whole new level. Finding resources and materials online can be readily presented and there’s also no need for your audience to take down notes because your presentation can be easily shared. Not to mention, it’s easier to go through than reading a whole text-heavy article. In the customer service industry, SlideShare is a great resource for great content that are also creatively presented.  Here are our 10 picks for must-see (and must-download) SlideShares about customer service:

They say speak words of life and it will follow. Here are 50 great customer service quotes from influential people and other known brands about the essence of giving service to others. Start saying them out loud or better yet, have these framed in different parts of your office to imbibe the customer service spirit.

Can customers be your friends? A resounding YES! A SlideShare that touches on basically everything to win the hearts of your customers, and how to create a lasting relationship with them. This is an amusing presentation in every way.

Ever wonder why your customer service is not as striking as you want it to be? This SlideShare will help you connect point A to point B and have more fruitful interactions with your customer service.

A visually engaging SlideShare that will provide you intelligent foresight about how customer relationship might roll out in the coming days. It will equip you with information and insight that will help you firm up your customer service approach, especially in a global setting.

Through this SlideShare, you will learn how to boost your customers’ feedback response which is important in improving customer service.

This one may be long, but their slides are filled with great examples why social media is an effective tool to improve customer service. It also gives tips on how to maximize your company’s social media for customer service.

Simple and no nonsense presentation of customer service resolutions that are workable and relevant to any company in any time of the year.

It is always good to read testimonies of people who had incredible customer service experiences because it inspires you to do better in your customer service approach.

It is good to know what trend will roll out this year to help companies strategically plan their customer service approach. This SlideShare provides top 10 customer experience trends that will help companies to listen more to their clients and to personalize every interaction with them.

Even for small businesses, customer service is very much a crucial aspect as it is for large corporations. Here is a presentation that tackles the 5 common customer service fails and how to address them. Do you have any more to add? We would love to hear your SlideShare recommendations on customer service.

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Home Blog Business How to Set Up a Winning Customer Success Program

How to Set Up a Winning Customer Success Program

How to Set Up a Winning Customer Success Program

The customer success movement is getting stronger year over year. In 2019, 83% of Customer Success teams increased in size. This year, even more organizations plan to invest in new customer success management programs to ramp up their service levels. But what does customer success mean? Let’s dig in together!

What is Customer Success

The Customer Success Association has you covered here:

Customer Success is a long-term, scientifically engineered, and professionally directed strategy for maximizing customer and company sustainable proven value.

In short, it’s the way you ensure that your customers are getting the most value they can out of your products and services. They have an in-depth understanding of all your product features, take the most out of the different service models available to them and, in general, feel positive about their experience with your brand.

The “delight factor” is particularly important as it’s the one to drive you more sales and profitability in the long run. In fact, customers across the board will tell more people about poor experience ( 15 people on average ), than about a good one (11). And as we all know, word-of-mouth and voice of customer data go a long way.

The goal of your customer success program is to strategically maximize the odds of  every customer having a great experience with your brand and help them overcome potential frustrations at different stages of their life-cycle.

To accomplish that, most customer success plans incorporate integration of functions and activities from Marketing, Sales, Customer Training , Customer Service, and Support.

Customer Success vs Customer Service — What’s the Difference?

Client success is a continuous effort in ensuring that your customers are on the right track. Customer service is a more reactive approach that assumes post-factum help to experienced problems.

Companies with an established customer success life-cycle constantly analyze and brainstorm where a customer may get a potential hitch and try to mitigate those inefficiencies, preventing their customers from achieving the desired outcome.

A simple example would be a digital bank that reduced the number of required forms for opening a new checking account and introducing auto-fill options, rather than waiting until some customer complaints that they couldn’t open a new account.

In essence, the goal of customer success management (CSM) is to create real-time visibility into common customer issues and allocate sufficient resources for guiding the customers through bottlenecks.

What Does a Customer Success Manager Do?

Customer success managers usually have cross-domain knowledge, product management experience, and strong communication skills. On a day-to-day basis, they have the following responsibilities:

  • Retain and nurture key accounts via regular customer interactions.
  • Perform customer onboarding, strategize and deploy new training programs/resources.
  • Work on maintaining and updating customer journey maps .
  • Create education and helpful content for the clients and make sure it reaches the right targets.
  • Participate and advice on the sales life-cycle and up-sells.
  • Act as customer advocates. Exchange customer insights and knowledge with other teams to drive product development.

Why Customer Success is So Important

Customer Experience (CX) is the new battlefield for brands as it has overtaken price as a key factor impacting purchase decisions both among B2B and B2C buyers.

As we wrote earlier, customer-centricity is  now the key to winning more business :

  • Most shoppers are no longer enticed by products alone — they also crave ‘an experience’ for the price they pay such as fast shipping, added training, attractive user interfaces, etc.
  • Online company reputation is an asset that is too costly to compromise. Customer care plays a great role in nurturing your brand perception.
  • Personalization and emotional connectivity are driving profitability. Again, these metrics are hard to maximize without a customer success strategy.

Ultimately, a strong customer success process lets you walk away from aggressive sales and adopt a product-led growth strategy . 

What is more, companies with mature customer success programs also enjoy:

  • Higher customer retention levels
  • Lower customer acquisition costs
  • Lower churn rates
  • Organic brand promotion
  • Higher profitability as a result of all the above

How to Set up a Customer Success Program

Now that you know your “whys”, let’s take a closer look at how your company can build a viable strategy and assemble a winning customer success team.

To be successful, your program needs to be based on the next three pillars:

  • In-depth customer knowledge
  • Deep expertise and understanding of the product being sold
  • Industry expertise and business domain knowledge

Let’s further unbundle every one of these points.

Determine What “Success” Means for Your Ideal Buyers

As Mary Barra, Chair and CEO, General Motors, well said :

“My metric for success can be summed up in one phrase: earn customers for life.”

The goal of any customer success specialist is to retain as many customers as possible. But to make that happen, they need to figure out two important things:

  • Who is it exactly that you want to “earn for life” a.k.a. your ideal buyer persona ?
  • What will it take to entice them a.k.a. what does success mean for that person?

Now if you didn’t formalize your ideal buyer personas, get back to your drawing board. Here are several helpful templates for that:

  • Target Buyer Persona Template
  • Editable Buyer Persona PowerPoint template

Those who are past that step, should focus on gauging what success is. The shortcut way to gauging success is running a quick Net Promoter Score (NPS) survey. Doing so will help you identify your best, most active customers.

Typically, anyone with an NPS score of 9 or 10 will be pretty eager to speak to your customer service representative or dedicated customer success manager and explain what they like and don’t like about your product.

Remember: qualitative data and direct customer interviews are the best sources of customer success insights. This data is the not-so-secret sauce of customer-centric companies.

Develop a Preliminary Roadmap for Reaching the Success

Use the insights and feedback you’ve obtained from your Promoters to update your customer journey roadmaps .

In particular, you should highlight the areas where people faced the most challenges e.g. struggled to onboard, didn’t understand how a feature worked, and so on. To identify all the likely bottlenecks, ask your CSM team the following questions:

  • Which outcome is the most desirable at every stage?
  • What added value can we provide at every step?
  • Are there any particular steps where your product/service falls short?
  • Can we identify exactly when the customer gets unhappy and prevent that? How?
  • Are there any other “red flags” of disengagement that you are aware of? What can be done about those?

Encourage your team to emphasize with the customer and proactively think about how the lackluster frustrations can be avoided.

Helpful template: Empathy Map Canvas 

Formalize the Key Success Milestones

Success milestones are the steps your customer takes to attain their desired outcome. The desired outcome is a two-pronged notion that includes:

  • Required outcome  — the goal your customer wants to accomplish
  • Appropriate experience  — how they want to achieve it

The latter is why they chose you over another competitor. For instance, someone may opt for Google Slides over PowerPoint, because Google offers a free, simple way to collaborate on presentation design .

Throughout their lifecycle, your customers will have a bunch of ever-evolving goals and respective success milestones. Knowing this is essential for two reasons:

  • You can pinpoint the crucial points that can make or break the customer’s experience
  • Success milestones are a great time for a relevant upsell

customer service overview presentation

Source:  sixteenventures.com

Set up and Monitor Your Customer Success Metrics

Without solid metrics and monitoring, your customer success program won’t go too far. At the very basics, you should keep close tabs on the following metrics:

  • Customer Lifetime Value (CLV) — that’s the revenue earned from a single customer over time. The goal of CSM is to help increase that number over time for all customers.
  • Net Promoter Score (NPS) — knowing it is essential to understand how you are doing right now, identify struggling/disappointed customers, and line up active Promoters for further collaboration.
  • Customer Acquisition Costs (CAC) — if your CAC is higher or equal to your CLV, you are in trouble! Most marketing teams usually know this metric for different marketing channels, so you can borrow the numbers from them.
  • Churn rate — denotes the volume of customers that chose to abandon your product at some point. The goal is to keep this number as low as possible.

Most customer success software lets you track these metrics automatically, along with some advanced ones such as Customer Health Score, Qualitative Customer Feedback, Customer Retention Cost, First Contact Resolution Rate, and Renewal rate among others.

Staff your customer success team and ensure strong alignment

Before hiring new specialists, you’ll need to do some essential prep work. First of all, ensure that you have a well-defined, not-too-broad scope of the success manager job. 

CSM involves many activities and responsibilities, and a single person won’t be able to effectively cater to them all. So make sure that there are some role divisions. For example, SAP has two distinctive groups of CSM specialists:

  • Enterprise support advisors — this division oversees the customer’s access to R&D, support ticket acceleration, and support coordination for cloud and on-premises customers.
  • Customer success managers — this group nurtures consultative relationships with cloud customers, provides training, and otherwise helps them gain success with the cloud.

Next, you’ll need to decide how you’ll assign success managers to customers. Forrester recommends going with one of the following options:

customer service overview presentation

Source: Forrester

Lastly, you’ll need to formalize the skill sets you need among your success managers. Apart from stellar communication and customer service skills, you should also favor people with relevant domain backgrounds. For instance, a financial success manager will need to have some accounting, finance, and analytics skills to speak the client’s language. Software companies should prioritize people with technical backgrounds and so on.

You can’t build a great customer success program in a day, and perhaps not even in a month. But getting started with this task is essential. Otherwise, you may be overtaken by a more customer-centric competitor on the next turn! So building your business case and brokering stakeholder buy-in cross-department the soonest you can!

1. Customer Success Diagram PowerPoint Template

customer service overview presentation

With the  Customer Success Diagram PowerPoint Template you can represent the percentage of your customers that are acquired and how much of them later renew or re buy your product/service. A nice visualization to explain the virtuous cycle of successful SaaS products.

Use This Template

2. Customer Journey PowerPoint Template

customer service overview presentation

Describe your Customer Journey and analyze your  Customer Success Strategy with the Customer Journey PowerPoint Template. Identify the Journey touch points that require more dedication and can have a with higher effects in your actions.

3. Customer Journey PowerPoint Template

customer service overview presentation

Present your Customer Success Strategy to your executive and achieve buy in using the Customer Journey Map PowerPoint Template. Describe the flow of your customer withing your funnels and how you are engaging with them to improve their experience.

4. Empathy Map Canvas PowerPoint Template

customer service overview presentation

Present the analysis done for your customer success strategy using the  Empathy Map Canvas PowerPoint Template.

customer service overview presentation

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Brand, Communication Skills, Company, Customer, Customer Centric Approach, Customer Development, Customer Experience, Customer Success, Customer Success Management, Experience, Knowledge, Marketing, Net Promoter Score, Product, Support, Training, Value, Word of Mouth Filed under Business

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