Customer Engagement

The Foundation for Long-term Relationships

Customer Engagement Best Practices

Customer Engagement is the foundation for long term positive relationships with customers. Through engagement activities you establish an understanding of customers’ desired outcomes and set clear expectations with them about the type and level of service they can expect to reach their goals. Engagement activities facilitate access to the resources customers need to adopt and apply new products and offers guidance to help them succeed. Successful customer engagement must include the following:


  • A compelling value proposition.
  • A well-defined portfolio of service programs.
  • The means to educate and enable Sales channels to create new relationships.
  • A formal process to onboard new customers.
  • Planning and guidance to help customers define and achieve success.
  • The ability to establish and maintain realistic expectations with customers.

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