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Preparing for a New Customer Engagement: Part Seven

Preparing for a New Customer Engagement Part Seven (Final): Creating a Roadmap and Using Tools   Creating a Roadmap Roadmap components A roadmap is simply a high level timeline that makes it easy for both you as the CSM and for others that you share your roadmap with to track engagement progress and the completion [...]

Preparing for a New Customer Engagement: Part Six

Preparing for a New Customer Engagement Part Six: Information Gaps and Engagement Strategies   Managing Information Gaps What do we mean by “Information Gap”? Once you have gone through the process of information gathering it is highly likely that you will have discovered “information gaps”. An information gap is simply a piece of information that [...]