Customer Experience Leadership Toolkit

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  • Drive your team with Effective Communication and provide coaching on Customer Service and Sales Strategies.

  • Manage and provide oversight for Regulatory Compliance with regards to products handled and services performed at site by assessing performance to regulatory guidelines, the contract, and Customer Requirements; reporting the results to Executive Management.

  • Navigate organization software programs, use web based search engines, and troubleshoot customer issues.

  • Ensure your organization leads Continuous Improvement initiatives to operationalize Policies and Procedures that improve logistics efficiency while enhancing internal and external Customer Satisfaction.

  • Analyze customer configurations and provide feedback on possible improvements or changes to the configuration to improve alignment with customer business goals.

  • Be accountable for contributing to the overall achievement of inventory targets by creating specific analysis related to sales trends, customer purchase behavior, and Production Capacity.

  • Manage work with large scale network, compute, and storage architectures to help remove roadblocks in customer migration projects.

  • Establish that your organization provides update on work progress to Customer Support Specialists and the Service Desk using call tracking system.

  • Maintain Customer Satisfaction through proactive client communications, issue remediation, and Risk Assessments.

  • Manage Service Desk staff to assure appropriate coverage to meet Business Needs and Service Level Agreements (SLAs) to achieve excellence in Customer Service and satisfaction.

  • Make sure that your group develops demand and sales of products and services by investigating and resolving customer problems, recommends modifications to the product/service line, and coordinates sales negotiations with appropriate personnel.

  • Ensure your group complies; models organization values of Safety, Inclusion and Diversity, Customer Focus and Environmental stewardship for employees, customers and communities.

  • Secure that your team selects the Software Development processes in coordination with the customer and System Engineering.

  • Develop models and analytics to inform executive level Customer Strategy.

  • Serve as the internal Voice of the customer by collecting feedback on platform use to share with Product and Engineering.

  • Secure that your organization influences the work of others to drive medium and large projects to successful completion through effective Project Management, customer interaction and IT coordination.

  • Support partnership marketing and customer segment marketing managers in fulfilling marketing services needs for partnership marketing, targeted segment campaigns, and Digital Marketing.

  • Ensure you allocate; lead and coach a team of highly skilled Technical Account Managers and Engineers to resolve customer challenges, develop long lasting partnerships, and deliver on KPIs.

  • Secure that your organization establishes and maintains effective relationships with customers on behalf of your organization in a Customer Centric manner by taking personal and complete responsibility for each customer interaction and by ensuring that all Customer Requirements are completely met.

  • Collaborate with other departments (most notably programming, Customer Success and the solutions architect) to understand and adapt processes to fast changing Software Solutions.

  • Arrange that your team complies; conducts research to understand customer revenue potential, creditworthiness, business focus and operations, current supplier and manufacturer relationships, and other information pertinent to determining customer fit.

  • Drive sales strategy, Customer Segmentation, Account Planning, forecasting and reporting with channel partners.

  • Ensure your planning complies; mentors team members on methods and techniques and work to establish formal processes to enable consistent execution of UX strategy.

  • Be accountable for providing Thought Leadership and strategic vision to drive the creation and implementation of innovative, long term, sales solutions that meet retention and growth goals.

  • Be accountable for identifying key research objectives in partnership with product, design, Marketing, and Engineering teams to address research needs for a variety of products and projects throughout the Product Life Cycle.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What would you recommend your friend do if he/she were facing this dilemma?

  2. Are losses recognized in a timely manner?

  3. What defines best in class?

  4. Are controls defined to recognize and contain problems?

  5. Can you maintain your growth without detracting from the factors that have contributed to your success?

  6. What resources go in to get the desired output?

  7. How often will data be collected for measures?

  8. What training and capacity building actions are needed to implement proposed reforms?

  9. When should you bother with diagrams?

  10. Have design-to-cost goals been established?


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

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

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 Experience Leadership project issues be unconditionally tracked through the Issue Resolution process?

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

In using the Toolkit you will be better able to:

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 Experience Leadership investments work better.

This Customer Experience Leadership 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.