About Katie Wilson

ONLINE MARKETING CHAMPION Katie manages Ruby’s various social media channels including the blog, Facebook page, Twitter account, and LinkedIn profile and strives to Create Community with every post. As Online Marketing Champion and former virtual receptionist at Ruby, she has an inside look into what makes Ruby different from traditional answering services. She keeps a keen eye out for content that will keep Ruby clients, friends, fans and followers in the loop and brighten their days.

Ruby Opens a Second Office in Beaverton!

It is with great pride, pleasure, and excitement that we have opened a second office in nearby Beaverton, Oregon! It’s all thanks to our amazing clients for spreading the word about Ruby and helping us grow so that we can make stellar first impressions for even more businesses!

Yesterday, Ruby Founder & CEO and Beaverton Mayor Denny Doyle cut the bright pink ribbon to officially open our new office, followed by a spectacular open house filled with Rubys, clients, and friends.

Ruby Receptionists CEO Jill Nelson and Beaverton Mayor Denny Doyle cut the ribbon

Ruby Receptionists CEO Jill Nelson and Beaverton Mayor Denny Doyle cut the ribbon

Ruby Receptionists Beaverton Office Grand Opening

There’s no better office warming than celebrating with our clients and friends!

We’ve been settling into our new office for a few weeks, making sure that conditions were perfect to deliver our knock-your-socks-off service, and are thrilled to officially call Beaverton home!

See more photos in the Portland Business Journal here, and follow us on Facebook for more pictures over the coming days!

 Photo via the Beaverton Chamber of Commerce

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Impress New Employees with a WOW-Worthy First Day

Our two stellar Rubyinators, Emily and Monica

Our two stellar Rubyinators, Emily and Monica

Walking into Ruby on your first day, you’re sure to say “Wow!”

We’ve perfected the art of first impressions, and not just over the phone. First days are perfect opportunities to introduce new employees to your company culture, get them excited, and set them up for success.

At Ruby, our warm, smiling front desk receptionists will greet, seat and treat you, followed by your manager who whisks you to your desk where you’ll find a brightly-packaged gift and handwritten notecard welcoming you to the Ruby team.

Then, Culture Champion Amy Lix gives you a tour of our modern office, introduces you to the rest of the team, and familiarizes you with Ruby’s Core Values and mission before you settle in with your trainer, who we call “Rubyinators” (any Phineas and Ferb fans out there?).

It’s only after you’ve experienced our friendly culture, do you start learning the day-to-day aspects of the job. We treat our receptionists exceptionally well, because we know that happy employees lead to exceptional customer experiences. And it starts on Day One!

Do you roll out the red carpet for new employees and build on their excitement? What do you do delight new employees and make their first days memorable?

 

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How to Help When You Can’t Give Someone What They Want

Please use other door

A close friend of mine works at a boutique app development company, and he told me the other day about a French woman who called and was having some difficulty with an app they had designed for a client. Speaking in impeccable English, though more slowly than a native speaker, she began describing every detail that led up to receiving an error. Some of the information was useful, but much was not related to the issue. My friend listened patiently, but it was clear within a few minutes that the client he developed the app for was the only one with the power to fix it.

What was he to do? It felt rude to interrupt, or tell her that he didn’t need to know all of the information she was taking such great pains to describe. He genuinely wanted to help her, but his hands were tied; she had to contact the company who commissioned the app and go through the whole story again. He told me, “I really wanted to tell her I sympathized and be able to offer her a credit for her trouble — or even just give her a couple bucks of my own money!”

It can be frustrating when you don’t have all the tools to solve someone’s problem. But that doesn’t mean you can’t help!

Step 1: Empathize. My friend was on the right track; it’s always nice to hear someone’s on your side! Remember to frame things positively; rather than commiserating, try saying, “That does sound frustrating; I would feel the same way!”

Step 2: Guide them. It’s counterintuitive, but sometimes interrupting is helping! Repeating the same information to multiple people is a common complaint among customers. Anyone who’s ever called their cable company can attest to that. Listen for a pause and interject, “I hate to interrupt, but I think I know what the problem is. ABC Company would actually be able to help you with this,” or “I’m sorry for the interruption! John in Support would be the best person to speak with about this type of error.”

Step 3: Offer assistance. Ok, so yo might not be able to give them a credit or fix the problem. But there is always something you can offer. Perhaps it’s just looking up the phone number to the company that can help. Maybe it’s offerring to jump on a conference call to cut through the technical jargon, or sending an email with a succinct description of the issue that they can read to the customer support tech. Nine times out of ten, they’ll decline, but anything that shows you want to help is a huge comfort. Even a simple, “If you have any more questions or there’s anything more I can do to help, please let me know!” will help!

Your customers are people, too. Focus on connecting with your caller on a personal level and treating them how you’d like to be treated, and you’ll both feel better!

Photo via Flickr user James Cridland

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Happy Secretary’s Day!

Secretary's Day 2013

Today is one of our favorite holidays of the year: Secretary’s Day! We’re celebrating our stellar virtual receptionist team by dressing up in Mad Men chic, holding a bake-off with plenty of homemade treats, as well as a few other surprises. Check out the Ruby Facebook page here for more photos of our office celebration.

Cheers to all the other hardworking administrative professionals out there!

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“Hey, What Do You Want?” And the Downfall of Being Too Casual

Yesterday we wrote about how being overly formal in business can make customers uncomfortable. A client playfully quipped on our Facebook page: “Along those lines, can Ruby start answering our firm’s calls with the following: ‘Hey. What do you want, fool?’ Would that be effective? I don’t know. You are the experts.” Jokes aside, he’s absolutely right! Being overly casual can turn off customers, too!

You want to be friendly and make a personal connection, and formality can create a sense of detachment that is hard to overcome. But on the other hand, being too familiar, too fast can have callers doing their best Stephanie Tanner impression:

Stephanie Tanner from Full House

How rude!

So how can you up the friendly factor without seeming rude? Remember to do these four things every time you interact with a customer, and you’ll surely be on the right track:

Enunciate and use proper grammar. This goes for every medium your company uses to communicate with customers, from phone calls to email to social media. It can be tempting to respond quickly with a “Thx! U r awesome!” — especially when you only have 140 characters to work with. Spelling out words completely and correctly and using proper punctuation is worth the extra time; your customers will appreciate the extra care and clarity.

Stay positive. Expressive phrasing can make a huge difference on the tone of the conversation. “Absolutely!” and “Certainly!” sound so much more enthusiastic than “Yeah” and “Sure.” You’re glad to have their business; don’t be afraid to show it!

Offer assistance. Keep on the lookout for additional ways to help. If you’re unable to do something, propose a different solution. “Let me…,” “I’d be happy to…” and “I’ll gladly…” are fantastic solution starters!

When in doubt, get Grandma involved. Try adding “Grandma” to the end of your sentences: “I can’t do that, Grandma,” or “What do you want now, Grandma?” Yikes! Just writing it makes me want to call my grandmother and apologize!

Balancing formality and casualness can be challenging, but it’s all about making your customer feel comfortable and creating a connection. After all, people do business with people they like!

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Why Formal Doesn’t Equal Professional in Business

Formal does not equal professional in business“Manners are sensitive awareness of the feelings of others. If you have that awareness, you have good manners, no matter which fork you use.” – Emily Post

What do you think of when you hear the word “formal”? Do you see visions of a suit and tie, someone who addresses folks by Mr. and Ms., maybe even someone who is a bit…stuffy? Now think of the word “professional.” You might think of someone who is great at what they do, gets projects done on time, and is always courteous. In business, having manners isn’t so much about following a strict set of rules; it’s about making the other person feel comfortable and doing a top-notch job.

In fact, being overly formal can be just as offensive as being too casual. Clients could interpret your aloofness as coldness, disinterest, or even condescension. Even something as simple as addressing customers can turn into a faux pas. Say you receive a call from a new client by the name of ”Pat Jennings.” It can be difficult to distinguish gender over the phone, especially if they’re on a cell phone or speakerphone. One slip up – ”How may I help you, Ms. Jennings?”…”Oh! My apologies! Mister Jennings!” — can ruin a sale.

The next time you meet a new client or chat with an existing one, follow their lead. If they introduce themself as “John,” go with that. If they prefer “Mr. Smith,” say, “Pleased to meet you Mr. Smith!” Match their tone and pace, and remember: being cheerful and friendly will help put everyone at ease and make a great impression for your company!

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Ruby Calling! Save Ruby to Your Smartphone

Contact-Ruby

Did you know that every call from our virtual receptionists appears as the same phone number? The caller ID will always display as 503-445-6900 — Ruby’s local Portland, Oregon, number.

Know at a glance that Ruby is calling by saving 503-445-6900 as Ruby Receptionists in your cell phone. While you’re at it, feel free to use the picture below as our photo!

Ruby Receptionists Calling

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Vote for Ruby in the “We Love Our Workplace” Video Contest!

What’s it like to work at the #1 best company in the nation?

It’s like getting a hug from all of your coworkers the moment you walk in the door. Like drinking from a firehose of happiness, if you will. And yes, there are many, many silly costumes. But more than that, it’s about the amazing connections we get to foster with everyone we interact with every day!

Watch this short video where our employees try to put the feeling into words — and if you like it, please vote for Ruby Receptionists in Great Place to Work Institute’s “We <3 Our Workplace” Video Contest by clicking on the link below!

Vote for Ruby on Facebook here!

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Receptionist Mood Ring: 5 Ways to Read Your Customers’ Minds

Virtual receptionist Kimberly C.Delivering on your promises will earn you satisfied customers. That’s the table stakes of doing business. But if you want loyal customers, WOW them by giving them what they don’t even know they want!

You’re probably wondering, “If they don’t even know they want it, how can I venture to guess?” Anticipating needs isn’t a shot in the dark – and it isn’t magic either. Simply look for the signs!

You can start by recognizing these five common cues:

1. The pause. We’ve all been there; you call someone and introduce yourself, and immediately there’s a pause. Don’t get disheartened; oftentimes, their hesitation simply means they’re in the middle of something or you’ve caught them at a bad time. When you hear a pause, ask proactively, “Is now a good time to talk? I’d be happy to call you back a little later!” You may get a relieved, “That would be perfect!” or a surprised, “Now works!” Either way, it shows the other party that you respect and care about their time.

2. The sigh. In most cases, this sign’s pretty clear: Your customer is reluctant. Thankfully, there’s an easy fix. Offering an alternative solution is a great way to take the pressure off and brighten their day!

3. The Speedy Gonzales. If your caller is speed-talking their way through your conversation, they may be in a rush (or just from the East Coast). Respond by matching their pace, being concise, and wrapping up as soon as possible. Though your interaction may be brief, using short, expressive words like “gladly” can warm up any conversation!

4. The tremble. Is your caller soft-spoken and sound a bit emotional? Give them a little extra attention and care. Virtual receptionist Kimberly C. recommends matching their serious tone, noting, “Their unexpressed need is to have their call handled as delicately as possible, not pressuring them for information in the same way as other calls.”

For example, if a caller declines to give you a bit of information such as their last name, don’t press them; you’ll likely have another opportunity to gather it once your caller is more comfortable. If you need this info in order to help them, acknowledge their concern and explain why: “I’m sorry to hear that, Megan! May I have your last name so that I can look up your file? I’ll do everything in my power to help you get this straightened out.”

5. The follow up question(s). Did your email prompt several more questions from your client — or do you have a hunch your client will be confused even before you hit “Send”? Now may be the time to pick up the phone. A conversation can shed light on complex subjects where written communication can get muddled or misinterpreted. Your client may not even know they’d like to chat, but they’ll surely appreciate your extra effort!

Anticipating clients’ needs isn’t something you typically see in training, but it is absolutely teachable, sustainable, and it works – no crystal ball required!

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The One Thing Your Customers Are Yearning For

Photo from The Best Exotic Marigold Hotel 20th Century Fox

Photo from The Best Exotic Marigold Hotel 20th Century Fox

“Thank you for your patience. Your call is important to us. We will be with you shortly.”

The opening scene of The Best Exotic Marigold Hotel begins with robotic repetition, its coldness undermining any comfort its words might have held. When Evelyn, played by Judi Dench, is finally connected to a person, she explains that her husband has recently passed away. The agent, beholden to a script, pauses and lets her know that she’s unable to discuss the account with her further since the accountholder is unavailable.

The situation is entirely too relatable. Around the web, you’ll find sites offering lists of what buttons to press in order to circumnavigate impersonal auto-attendants and reach a live person. If you are connected to someone, they might not be able to help you, either from lack of training, resources or straitjacket-like policies.

We’re more connected than ever, and yet ironically, more disconnected than ever.

Customers are yearning for meaningful connections with real people. People who empathize and care. People who are positive and helpful. People who treat them like people!

Thankfully, some businesses are catching on and using old-school etiquette (a modern rarity) and personal service to WOW clients. You may have seen the new Discover IT card commercials promising the ability to speak with a human being who treats you according to the Golden Rule. At Ruby, we are on a mission to bring personal connections back to the forefront.

But it’s not just those on the front lines who are taking this lesson to heart; managers, salespeople, and CEOs can all benefit! After all, we’re all people, and we’re all in the customer service industry.

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