42 Rules for Superior Field Service
The Keys to Profitable Field Service and Customer Loyalty
By Rosemary Coates and Jim Reily
Foreword by Joe Pinto, Cisco
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20660 Stevens Creek Blvd., Suite 210
Cupertino, CA 95014
Copyright 2013 by Rosemary Coates and Jim Reily
All rights reserved. No part of this book shall be reproduced, stored in a retrieval system, or transmitted by any means electronic, mechanical, photocopying, recording, or otherwise without written permission from the publisher.
Published by Super Star Press, a THiNKaha imprint
20660 Stevens Creek Blvd., Suite 210, Cupertino, CA 95014
http://42rules.com
First Printing: May 2013
Paperback ISBN: 978-1-60773-070-5 (1-60773-070-7)
eBook ISBN: 978-1-60773-071-2 (1-60773-071-5)
Place of Publication: Silicon Valley, California, USA
Library of Congress Number: 2013936818
Trademarks
All terms mentioned in this book that are known to be trademarks or service marks have been appropriately capitalized. THiNKaha nor any of its imprints, can attest to the accuracy of this information. Use of a term in this book should not be regarded as affecting the validity of any trademark or service mark.
Warning and Disclaimer
Every effort has been made to make this book as complete and as accurate as possible. The information provided is on an as is basis. The author(s), publisher, and its agents assume no responsibility for errors or omissions nor assume liability or responsibility to any person or entity with respect to any loss or damages arising from the use of information contained herein.
Dedication
Rosemary Coates: For all my consulting clients who have taught me what is so important about field service and for my loved ones, thank you for always putting up with me.
Jim Reily: For all of my many mentors whose patience and guidance helped me learn lifes important lessons and especially for my family who is a constant source of inspiration and love.
Acknowledgments
We are delighted that these executives agreed to be interviewed for this book:
- Morris Cohen, Wharton School, University of Pennsylvania
- Jim Miller, Google
- Dillard Myers, Cisco Systems Inc.
- Christine Parlett, Siemens
- Joe Pinto, Cisco Systems Inc.
- Damon Schingeck, Markem-Imaje
- Michel Yasso, MSR Consulting Group
Biographies of these people are available in the Appendix.
In addition, several other executives were interviewed but chose not to be listed by name. Some of the most valuable information came from these people. We appreciate the executives who took time out of their busy schedules to share their field service experiences and insights with us. We are very grateful.
We, Jim and Rosemary, also became great friends during this process. We did not know each other before the writing process began. But over the past two years, we have worked closely to finish this book. We appreciate each others knowledge, skills, and hard work.
And last, but certainly not least, we are very grateful for Mitchell Levy, our publisher, and Laura Lowell, our executive editor, for believing in us and encouraging us along this journey. These are two very remarkable and talented people, and it is our privilege to know them and work with them.
Foreword
Foreword by Joe Pinto, Cisco
Why do some companies thrive year after year, while their competitors fall by the wayside and either go out of business or are sold? The short answer is successful companies have loyal customers. These companies are able to acquire and keep good customers, who buy the companys products and serve as advocates with other potential customers. In a virtuous cycle, loyal customers provide consistently higher-margin revenues that successful companies use to field constantly improving products, provide outstanding service, reward employees, and generate excellent returns for their shareholders.
How do you turn a good customer into a loyal customer? Of course, you must market great products and solutions. But it takes much, much more. No matter how great your product and/or solution is, there will be instances where it does not perform adequately in the field. How your company reacts to those situations will determine, in large part, whether your customer becomes or remains loyal. Your ability to deliver superior field service, to quickly and effectively fix any issues that arise, will result in high customer satisfaction and lead to increased customer loyalty.
So how do you deliver superior field service? First step is to read this book. Rosemary and Jim have written a concise, easy-to-understand primer on service, which hits all of the key areas necessary to delight customers with your field support and make them loyal to your company. Both are well-respected executives with a wealth of experience in service and supply chain. They tell it like it is providing key operational insights and often breaking from the conventional wisdom to give you advice from the field that is battle tested; it works. In the end, it is all about how your customer perceives your commitment to their success. When they have business-impacting issues with your companys products and/or solutions, do you delight or disappoint them with your response? Delight translates to loyalty, disappointment to desertion. Read and follow the 42 rules and you will be rewarded with delighted, loyal customers.
Joe Pinto,
Senior Vice President, Technical Services
Cisco Systems Inc.
Intro
Introduction
We have a passion for field service.
Between the two of us, we have over 60 years of field service and supply chain experience, and thats a lot! Weve seen military organizations, companies, and clients where field service is done well and others where field service is a complete disaster. And that is the reason we have written this book: to pass on the best practices and to help you avoid the pitfalls.
Before we started writing, we researched the available literature on field service, and there wasnt much in the way of guide books. So we embarked on this journey to inform people about how to run a field service organization that performs well and makes a profit. We believe field service is a key to customer satisfaction and loyalty in most industries. You need to be smart about it and informed regarding the components of field service.
In addition, the world keeps getting smaller. With the rise of the Internet, common global travel, global calling, texting, and ERP systems, businesses are free to order anything, anytime, and any place. Expectations are that customer service organizations are available 24/7 and that someone, somewhere in the world, will pick up the phone if you call for service and perhaps even respond within a few hours in any country. These developments have increased the complexity of field service and have caused many of our clients to rethink their strategies. To stay competitive, a lot of rethinking may be necessary.
And finally, most companies now recognize that there are big margins to be made in services. While companies may be experiencing downward price pressure on products, field service still looms large as a high-potential area for major profitability and customer loyalty.
For these reasons, we have written this book. We sincerely hope you find it interesting and useful. We have thoroughly enjoyed writing it.
Rule 1
Rules Are Meant To Be Broken
There are no steadfast rules in field service.