Customer Engagement Best Practices

Authentic customer engagement is vital to long-term positive relationships with the people who use your products and services. From onboarding to adoption and value realization, your organization should be generating a regular cadence of customer interactions. How do your current interactions stack up to these five customer engagement best practices?

Effective engagement activities start with understanding your customers’ desired outcomes. They continue with interactions that help them plan for success with your products and services.
Within all those interactions, it’s critical that clear expectations be set for the type and level of services you can provide your customer. When all members of your team know these expectations, they can then focus of meeting them—and strive to exceed them.

To accelerate time-to-value, nurture long-term relationships, and drive recurring revenue, leverage these five customer engagement best practices:

1. Sales Hand-Off
Define an effective hand-off from Sales to Service team. Read More

2. Onboarding
Provide self-guided or assisted onboarding to all new customers. Read More

3. Customer Outcomes Assessment
Identify customer needs and desired outcomes. Read More

4. Success Planning
Provide self-guided or assisted success planning. Read More

5. Regular Interactions
Assess customer health, provide planning and conduct business and technical reviews. Read More