"May I speak to Joe Bob at extension 9999, please?"
"May I tell him who is calling?"
"It's MaryAnnaKatherineElizabethJohnJacobJingleheimerSchmidt."
"Sure. Hold on just a moment."
(Transfer attempted)
"Thanks for holding, MAKEJJJS: but Joe Bob is on the phone. Would you like his voicemail?"
Something has already gone wrong with this call. Sure, technically it's perfect: but it seems the CSR does not want to help the customer. Poor MAKEJJJS could be transferred into a voicemail, where she could leave a message and hope Joe Bob is the kind of CSR that will actually call her back.
Or the CSR who takes the phone call could offer to help! That sounds much better. Now, the customer could very well say, "Well, I've been working with Joe Bob for two weeks on this, and I'd rather speak with him." But more often, the customer will say, "Sure! I think you can help me with this." When help is not offered, I hear quite often, "Well, maybe you can help me."
Don't make the customer ask you for help. Offer it first.





