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Blog : Stay Current with Customer Outcomes: Six Best Practices For Ongoing Assessments

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Stay Current with Customer Outcomes: Six Best Practices For Ongoing Assessments

By Tom Sweeny July 6, 2021

Stay current with customer outcomes as they change.

Do you know if customer outcomes for your products and services are improving or declining over time? Customer outcome assessment is an ongoing process; these best practices will shed light on where you’re winning and where you need to do better.

Your customers can be satisfied with many aspects of their relationships with you. But if they’re not achieving the outcomes they expect from your products and services, those relationships are at risk.

To develop and sustain lasting customer relationships, you must have not only a clear understanding of their expectations, but also timely visibility into how and why those expectations may change over time. At all stages of the customer relationship, you must have the insights and ability to help your customers achieve their desired outcomes.

To accelerate time-to-value, sustain long-term relationships, and drive recurring revenue, leverage these six ongoing Customer Outcome Assessment best practices:

  1. Build upon the Sales and Service onboarding process to establish customer needs and expectations.
  2. Define adoption and value attainment milestones to track customer success.
  3. Establish success plans to help customers define their desired outcomes and establish a plan to work towards these goals.
  4. Survey and interact with customers to determine the extent to which customers believe they are making progress against their goals and objectives.
  5. Use Executive or Quarterly Business Reviews (EBR / QBR) to review and assess customer success toward desired outcomes.
  6. Make necessary adjustments to adoption and success plans and modify service resource allocation as necessary.

Ensuring a Successful Journey to Customer Success

Milestones For a Successful Journey to Customer Success

In this whitepaper, we will:
  • Define the scope and intent of Customer Success
  • Introduce and explain in detail five key milestones for the successful journey to Customer Success
  • Define Customer Success practices and metrics
  • Establish a framework to build on Customer Success to retain and expand customer relationship value
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We help companies effectively use services to deliver the maximum benefit possible from customer relationships. We call this Service Success. Learn how.

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