Customer Contact Toolkit

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Systematize Customer Contact: actively manage the safe and timely delivery of freight as it moves through the Supply Chain network.

More Uses of the Customer Contact Toolkit:

  • Make sure that your design complies; monitors the status of Customer Contact inquiries to provide needed follow up and resolution of complex issues.

  • Be accountable for implementing dignity memorial Service Standards for all locations to ensure that every Customer Contact point exceeds the customers expectations and ensuring staff and facilities demonstrate an environment of service excellence.

  • Ensure timely resolution to Customer Contact issues, whether it is an e mail, inbound or outbound call.

  • Establish that your team complies; this means that you have the flexibility and freedom as the main Project Management, main development lead, and main Customer Contact to manage the project as you see fit.

  • Standardize Customer Contact: proactively develop new Customer Contact through networking and prospecting, review leads, and participates in customers Strategic Planning sessions.

  • Guide Customer Contact: it enable vital services through technology infrastructure, business solutions, cybersecurity, productivity and collaboration tools, your organization Customer Contact Center, and expert planning.

  • Collaborate closely with revenue leaders and Service Delivery Vertical leaders to drive Continuous Improvement and scale the Customer Service function by automating service functions in the app along with operating an Agile Customer Contact Center.

  • Ensure high availability of enterprise voice and data platforms that support internal employeE Business functions and external Customer Contact.

  • Oversee Customer Contact: it enable vital services through business solutions, Cybersecurity, productivity and collaboration tools, your organization Customer Contact Center, and expert planning.

  • Accept and resolve escalated Customer Contacts originating from phone calls, web forms, in person visits, and emails conveyed via internal channels.

  • Provide support for serious quality problems and or critical quality situations personally by establishing or maintaining necessary Customer Contacts and leading Problem Solving process.

  • Create accurate near term tactical forecasts for multiple lines of business and various Customer Contact channels Inbound Calls, Email, Social Media, Chat, etc.

  • Meet key Customer Contacts to ensure needs are being met and products are available.

  • Guide Customer Contact: it enable vital services through business solutions, cybersecurity, productivity and collaboration tools, your organization Customer Contact Center, and expert planning.

  • Standardize Customer Contact: it enable vital services through business solutions, Cybersecurity, productivity and collaboration tools, your organization Customer Contact Center, and expert planning.

  • Warrant that your design complies; focus on Customer Success and help indirectly manage the operations of the Customer Contact Centers to drive desired behaviors and tool utilization.

  • Lead Customer Contact: it enable vital services through business solutions, cybersecurity, productivity and collaboration tools, your organization Customer Contact Center, and expert planning.

  • Provide Engineering Support in the functions of package material testing, package test procedure development, thermal testing, package design, and packaging consultation through direct Customer Contact.

  • Establish Customer Contact: frequent internal Customer Contacts on matters pertaining to logistics policies, plans, and objectives.

  • Collaborate with team members and management to develop creative Corrective Actions / solutions to customer issues or gaps in process to improve quality, lower cost and accelerate speed to market.

  • Be certain that your corporation develops an initial and virtual set of parameters based on Customer Data and Simulation Tools.

  • Systematize Customer Contact: interface regularly with customers and manage customer installation timelines and deliverables to help facilitate successful deployments.

  • Collaborate and communicate work cross functionally with leadership, sales, Customer Support, engineering, and more to ensure buy in and alignment with the strategy.

  • Work closely and collaborate with internal and external teams across thE Business to provide more focus and visibility to consumer behavior, timely consumer and campaign insights to increase the ROI and the Customer Lifetime Value.

  • Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide quality Customer Service.

  • Establish that your project provides technical/functional leadership to the sales team in the development and implementation of customer applications and customer products.

  • Ensure your focus on driving revenue growth, profitability, Solution Development, delivery excellence, customer / employee satisfaction with existing and new Retail Banking clients.

  • Ensure you research; build and manage relationships with key customer and business partner; negotiate solutions to complex problems, contributing to broader goals and growth beyond the scope of single Customer Engagement.

  • Establish Customer Contact: partner with sales to understand and create customer segments around decision makers and influencers.

  • Be certain that your corporation develops programs utilizing feedback and technical knowledge which effectively utilize department resources and reduces customer downtime.

  • Identify Customer Contact: document inspection results and if product is deemed unacceptable, contact Quality Management and work to develop a resolution to the issue.

  • Build scalable systems using best engineering practices, while understanding the tradeoff between time and perfection.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Contact Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Customer Contact related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Customer Contact specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Contact Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Customer Contact improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you verify Customer Contact completeness and accuracy?

  2. How does your organization evaluate strategic Customer Contact success?

  3. How do senior leaders deploy your organizations vision and values through your leadership system, to the workforce, to key suppliers and partners, and to customers and other stakeholders, as appropriate?

  4. What does verifying compliance entail?

  5. What are your key Customer Contact organizational Performance Measures, including key short and longer-term financial measures?

  6. What is your competitive advantage?

  7. What are allowable costs?

  8. What have you done to protect your business from competitive encroachment?

  9. What causes innovation to fail or succeed in your organization?

  10. What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Customer Contact?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Customer Contact book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Customer Contact self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Customer Contact Self-Assessment and Scorecard you will develop a clear picture of which Customer Contact areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Customer Contact Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Customer Contact projects with the 62 implementation resources:

  • 62 step-by-step Customer Contact Project Management Form Templates covering over 1500 Customer Contact project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Customer Contact project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Customer Contact Project Team have enough people to execute the Customer Contact Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Customer Contact Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

 
Step-by-step and complete Customer Contact Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Customer Contact project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Customer Contact project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Customer Contact project with this in-depth Customer Contact Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Contact projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Customer Contact and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Customer Contact investments work better.

This Customer Contact All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.