“Automated CS” is not “Lower Quality CS”
Providing a Joined Up Customer Experience
A discussion on the importance of ensuring customers receive continuity of service between the different people, functions and departments that interact with them as they undergo their customer journey, in order to ensure the best possible level of CX (customer experience). Defining the Customer Experience Providing a Seamless Customer Experience [...]
Sources for Researching Customer Information
An overview of the different sources of customer-related information that are generally available for customer success managemers to use when performing research about a customer. The Need for Customer Research Sources for Researching Customer Information
Selecting & Validating Customer Information
The difference between validated and unvalidated information and how to determine what data or information requires validation. Selecting Customer Information Validating Customer Information
The Customer Research Checklist Tool Part One
First of four parts of a discussion about how to use the Customer Research Checklist Tool as a template for performing preparatory research for a new customer engagement. This part provides an overview and discusses the Customer tab. The Customer Research Checklist Tool: Overview The Customer Research Checklist Tool: Customer Tab [...]
The Customer Research Checklist Tool Part Two
Second of four parts of a discussion about how to use the Customer Research Checklist Tool as a template for performing preparatory research for a new customer engagement. This part discusses the Solution tab. The Customer Research Checklist Tool: Solution Tab
The Customer Research Checklist Tool Part Three
Third of four parts of a discussion about how to use the Customer Research Checklist Tool as a template for performing preparatory research for a new customer engagement. This part discusses the Initiative and Stakeholders tabs. The Customer Research Checklist Tool: Initiative Tab The Customer Research Checklist Tool: Stakeholders Tab [...]
The Customer Success Knowledgebase
An explanation of the concept of a customer success knowledgebase, together with a discussion on data protection, data redundancy and how to manage data and information storage and management systems. The Customer Success Knowledgebase The Customer Success Knowledgebase: 1 - Data Protection The Customer Success Knowledgebase: 2 - Data Redundancy The Customer Success [...]
Adoption Activity Reporting
A discussion about the need for reporting both during and following adoption implementation, including an overview of how to format information in order to make it easily understandable. Reporting