The Post-Sales Organization Assessment is a guided assessment available to ServiceXRG Members. If you are not currently a member the Post-Sales Organization Assessment is available as a ServiceXRG Coaching service. Please complete the form below.
- Customer Facing Departments and Team Inventory
- Roles and Responsibilities by Team
- Customer Engagement and Retention Process
- Customer Hand Off Process
- Measures of Success by Team
- Level of Cooperation Among Teams
- Shared Tools and Data
Benefits of the Assessment
- Identify opportunities for enhanced cooperation
- Align team goals and objectives to common outcomes
- Develop cross-departmental customer health tracking
- Adopt unified onboarding and success planning practices
- Improve retention rates
- Capitalize on customer growth opportunities
- The guided assessment consists of an interview and review of information provided by you about your Sales, Service and Renewal initiatives.
- We will contact you to identify a convenient time to initiate the assessment and to provide an overview about the process and the information your will be required to share.
- We will analyze the information you provide and compare it to industry best practices and performance benchmarks.
- We will prepare an assessment report and review our findings and recommendations with you and your team.
Let’s Get Started
Tell us about you and your Sales, Service and Renewal initiatives.