Customer Intimacy Toolkit

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Steer Customer Intimacy: innovatively apply commercial acumen to financial metrics, driving commercial performance and directing Business Management to focus on profitable activities.

More Uses of the Customer Intimacy Toolkit:

  • Drive customer interactions and initiatives ensuring the highest level of Customer Intimacy attainable through your organization.

  • Secure that your organization collects Voice Of Customer and uses that to refine features in upcoming sprints.

  • Manage work with sales and Customer Success enablement to facilitate Process Improvements and training, and test new initiatives across all functions to measure impact.

  • Identify Customer Intimacy: deep analytical abilities, specifically with respect to channel and target Customer Insights and experiment design.

  • Warrant that your planning develops positive working relationships through customer focused mind set, builds trust.

  • Ensure primary point of contact relating to the upgrade project transition issues and impacts to customer related activities.

  • Initiate Customer Intimacy: conduct deep dive customer segment research to inspire stakeholders across thE Business and to ensure that the customers voice is core to how thE Business takes decisions.

  • Pilot Customer Intimacy: management of rental rates, discounts, customer protection plan and other income sources.

  • Initiate Customer Intimacy: review new social, customer relationship, and Content Marketing technologies and keep your organization at the forefront of developments in Digital Marketing.

  • Use Text Analytics software to understand customer challenges, and calibration of quality monitoring results.

  • Establish Customer Intimacy: implement Warehouse Management System Changes for efficient process flow, changes in Business Strategy, and always improving Customer Service Initiatives.

  • Drive innovative and cutting edge technologies utilizing available Supply Chain IT tools for planning, customer collaboration, and drive inventory, forecasting and planning improvements.

  • Confirm your venture ensures that Supply Chain processes are optimized across transportation, distribution, logistics, planning, forecasting, and customer solutions, and that Process Controls are in place.

  • Compile Customer Requirements for communication tools; translate requirements into system schematics and requirements specifications; drive requirements into the design organization.

  • Manage work with various customer groups to develop thE Business Data Collection and access layer across various Business Intelligence products.

  • Provide expertise, coaching and training to brands on how to effectively gather Quantitative Data and identify relevant Customer Insights.

  • Develop solutions to customer Business Requirements, technical problems and/or Engineering Of Systems/applications.

  • Standardize Customer Intimacy: work as part of your extended support team in a startup atmosphere, doing what it takes to exceed customer expectations.

  • Develop and foster solid customer relationships by providing honest value and communicating effectively with the customer to anticipate, identify and eliminate project deficiencies or issues.

  • Guide Customer Intimacy: own technical troubleshooting of orders, coordinating with internal fulfillment and operations resources, and your Customer Success team to drive optimal outcomes for your customers.

  • Confirm your organization ensures delivery of programs, products or services and technology to the customer that are compliant with all program requirements for technical, cost, schedule and quality performance.

  • Identify New Business Opportunities with your customer base for expanding use of your products and services.

  • Collaborate closely with Sales, Product, Engineering and Finance teams to enable an overall efficient customer journey.

  • Assume responsibility for multimedia Project Management, Project Team leadership, customer relations, product research and Content Development, programming/authoring, audio and video editing, Interface Design, software and hardware, testing and Quality Control procedures.

  • Ensure you accrue; understand customer needs and objectives and remains alert and responsive to changing customer needs.

  • Develop customer base marketing programs driving incremental gains in retention.

  • Serve as a trusted advisor and provide an interface between the customer and the risk operations team.

  • Work across site and functional boundaries to ensure manufacturing, Supply Chain and delivery schedules are in alignment with customer needs and risks/obstacles are appropriately identified and managed in a pro active and expeditious manner.

  • Lead group innovation sessions where team objectively assesses its processes and techniques to look for ways to improve customer deliverables.

  • Confirm your corporation complies; as part of a tightly knit team, the Data Risk Advisor is expected to work closely and professionally with multiple internal and customer points of contact to ensure the delivery of only the highest quality work.

  • Supervise Customer Intimacy: high tech manufacturing and technology Development Environment.

 

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Intimacy 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 Intimacy improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you improve productivity?

  2. What are the necessary qualifications?

  3. What other jobs or tasks affect the performance of the steps in the Customer Intimacy process?

  4. Did you miss any major Customer Intimacy issues?

  5. Are you dealing with any of the same issues today as yesterday? What can you do about this?

  6. What should you measure to verify efficiency gains?

  7. In the case of a Customer Intimacy project, the criteria for the audit derive from implementation objectives, an audit of a Customer Intimacy project involves assessing whether the recommendations outlined for implementation have been met, can you track that any Customer Intimacy project is implemented as planned, and is it working?

  8. In what way can you redefine the criteria of choice clients have in your category in your favor?

  9. At what moment would you think; Will I get fired?

  10. Is the scope of Customer Intimacy defined?


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 Intimacy book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Customer Intimacy 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 Intimacy Self-Assessment and Scorecard you will develop a clear picture of which Customer Intimacy 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 Intimacy 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 Intimacy projects with the 62 implementation resources:

  • 62 step-by-step Customer Intimacy Project Management Form Templates covering over 1500 Customer Intimacy 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 Intimacy project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Customer Intimacy Project Team have enough people to execute the Customer Intimacy 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 Intimacy 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 Intimacy 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 Intimacy 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 Intimacy 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 Intimacy project with this in-depth Customer Intimacy Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Intimacy 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 Intimacy 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 Intimacy investments work better.

This Customer Intimacy 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.