Thanks for calling, please go away
Most customer service organizations are architected around a simple idea: interacting with customers is expensive, driving costs down is a good thing, thus getting people to go away is beneficial.
Think about it: most inbound customer service people are rewarded for on-phone efficiency. Calls per hour. Lack of escalations. Limited complaints. What's the best way to do that? Get people to go away.
If you're on this system and a long-time customer calls in with a complicated problem, one that's going to require supervisor intervention and follow up, what's your best plan? Is it to spend an hour with this person over three days, or is the system designed to have you politely get them to just give up?
I'd focus on building a system that measures [sales rate before call] vs. [sales rate after call]. If the sales rate goes up, give the call center person a raise. It's that simple.
Paypal seized the money in my account on Friday. After seven years as a user, they decided my new DVD project was suspiciously successful and it triggered all sorts of alarms. The first step was a call from them... a cheerful person asked me a few questions and all seemed fine. Then, with no warning, they escalated the process. The system they put me in treated me like a criminal and at every step they made it difficult for me to keep going. Phone calls were made, and I spoke with two incredibly friendly people who were clearly unable to do anything other than be friendly. Both people were happy to talk to me for as long as I wanted, but neither person was able to do anything at all. The system is clearly designed this way... to insulate the people who make decisions from the actual customers. The desired outcome (I go away) doesn't seem like it's aligned with the corporate goals (I stick around).
The question I'd be asking is, "Do people who go through process and manage to prove that they are not criminals end up doing more business with us as a result of the way we treated them?" If the answer is no, you're probably doing it wrong.
The last straw was this: After I put together all the documents they wanted (including a copy of my passport) and created a PDF, I tried to upload it. They don't take PDFs, the alert box said, just JPGs. So I sent the images and get this notice:
[PS in the ninety minutes after I posted this, I heard from a slew of people. Guess what? Every single one had a Paypal horror story to share. Once you teach an entire organization to mistreat customers, it's hard to fix.]
[PPS the problem is fixed now. Thanks for your concern...]