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One of the most powerful tools in a Customer Success (CS) leaders’ arsenal is a data-driven 360 view of a customer scorecard. These questions and more can be answered with ease when a customer scorecard and 360 view is implemented in your CS platform. Renewal dates, ARR metrics, open invoice information, payment history, etc.
Creating a Customer Health Scorecard. Before you decide how to measure and create a customer health scorecard, you’ll need to answer some questions: How quickly can customer health scores change (e.g., Invoice history. daily, weekly, monthly, or quarterly)? What elements make up your customer health scores? Account growth.
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Review agent tickets with a side-by-side QA scorecard view within Zendesk, turn your agent QA score into a trusted KPI to measure agent performance and career progression, and identify training gaps for agent coaching opportunities. After the call ends, the interaction history automatically updates.
SAP Concur As the world’s leading brand in travel, expense, and invoice management, SAP Concur continues to lead the sector in digital strategy. They have mastered using 360 views, scorecards, and advanced reporting. to over 4.5
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