Transcript
Page 1: How to Build a Customer Health Score

How to Build a Customer Health Score

David Lahey, Jobvite Hatim Shafique, AppDynamics

Pat Kelly, Brainshark

Page 2: How to Build a Customer Health Score

Pat Kelly

Director, Customer Experience

Cloud-based Presentation Solutions

Page 3: How to Build a Customer Health Score

Pat Kelly

Director, Customer Experience

Cloud-based Presentation Solutions

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Agenda

Brainshark CX Overview Customer Adoption Score Today Our Next Steps Lessons Learned

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CX Overview

Satisfaction Surveys

CX

Renewals – Expansion – Referral

Sharksight

(((((Executives – Marketing – Sales – Finance - Support Implementation – Professional

Services – CEM

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Customer Adoption Score (CAS)What is in the number?

Application

Adoption

Resource Adoption

CEM Assessme

nt

Page 7: How to Build a Customer Health Score

Customer Adoption Score (CAS)What is in the number?

Application

Adoption

Resource Adoption

CEM Assessme

nt

Page 8: How to Build a Customer Health Score

What is Next?Build – Assess – Modify – Measure -------- Repeat

Application

Adoption

Resource Adoption

CEM Assessme

ntSatisfaction Score

NPS

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Lessons Learned

Technology is your friend Clean data is good data Executive sponsorship B.A.M.Me.R.

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Pat Kelly

Director, Customer Experience

[email protected]

@pkelly38

Thank You

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David LaheyJobvite

VP Customer Success

Jobvite is the leading recruiting platform for the social web. Today's fastest-growing companies use applicant tracking, recruiter CRM and social recruiting software solutions from Jobvite to target the right talent and build the best teams. Jobvite is a complete, modular Software-as-a-Service (SaaS) platform which can optimize the speed, cost-effectiveness and ease of recruiting for any company. For more information, visit www.jobvite.com. 

Page 12: How to Build a Customer Health Score

Building a Customer Health Score

• Determine and internaily socialize what a

good and bad score look like.

• Consider differentiation by revenue

segment.

• Your internal view of customer health may

not match your customer’s view.

• Remember scores will vary based on

position within customer journey.

• Good health and high usage are two

separate metrics.

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Q & A


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