Customer Service Excellence Toolkit

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Direct Customer Service Excellence: partner with business engagement leadership, service line directors and others to develop high level Business Cases and manage expectations about service cost, quality, risk, metrics, delivery and lifecycle requirements.

More Uses of the Customer Service Excellence Toolkit:

  • Identify Customer Service Excellence: professionally and tactfully teaches proper process and methods that ensure Customer Service Excellence.

  • Assure your operation promotes a sense of Customer Service Excellence, teamwork, harmony, motivation, recognition and Continuous Improvement at all times.

  • Govern Customer Service Excellence: partner with Product Marketing, Content Marketing, brand marketing, and marketing operations to create cohesive campaigns, messaging and customer journeys.

  • Secure that your team oversees the technology team in the areas of Network Infrastructure, Information Resources, Application Development and Deployment, Customer Service, Cybersecurity, and Instructional Technology.

  • Establish Customer Service Excellence: implement Warehouse Management system changes for efficient process flow, changes in Business Strategy, and always improving Customer Service initiatives.

  • Arrange that your strategy performs a variety of maintenance and Technical Support on products as equipment, Integrated Systems and subsystems, and software at customer and/or field locations.

  • Communicate directly with named customers and conduct Data Driven analyses of Customer Behavior to measure feature adoption and predict at risk accounts.

  • Manage projects and ongoing support issues, reference ability, strategic and quarterly Business Planning.

  • Use customer and industry knowledge to influencE Business Units to create solutions that maximize sales potential.

  • Align with organizations Strategic Objectives, handle and grow revenue and market share at designated accounts to improve Customer Success at all levels in the customer organization.

  • Recognize, document and alert the supervisor of trends in customer calls.

  • Initiate Customer Service Excellence: work closely with design researchers, Product Managers, engineers to develop new customer facing features.

  • Ensure you listen; spearhead new product introduction activities to condition engineering inputs for feasibility, Cost Optimization and maximal customer value.

  • Develop and present financing Sales Strategies/products and lead customer considerations with CEO and CFO to advance the sales process.

  • Secure that your organization complies; sales, analytics, Customer Service and marketing to design and develop solutions through reporting and Data Analysis.

  • Be certain that your organization follows Customer Profitability practices as Cost Optimization methods, productivity and quality benchmarking, periodic target revision etc.

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

  • Ensure your organization Ensures that all systems are operated in accordance with best commercial practices with regard to Account Management, password management, physical/remote access, auditing, Data integrity, segregation and protection of customer confidential information.

  • Systematize Customer Service Excellence: Customer Satisfaction and sentiment analysis.

  • Maintain accurate customer interaction documentation and quality Case Management records.

  • Evaluate Customer Service Excellence: actively participate in outstanding Customer Service and accepts responsibility in maintaining relationships that are equally respectful to all.

  • Develop, lead and participate on cross functional teams in order to effectively coordinate project activities and meet customer need.

  • Be accountable for providing coaching support to Customer Management and Executive Management/Customer Management Coaching/Mentoring program leadership.

  • Develop marketing briefs for customer marketing projects and campaigns.

  • Govern Customer Service Excellence: own full funnel customer acquisition and collaborate with channel managers on strategy, planning, and execution of growth initiatives.

  • Be accountable for partnering with customer account teams, Business Development Managers and Analytics Service teams to accelerate customer adoption and revenue attainment.

  • Confirm your venture fosters and coaches Agile tools and practices for faster, more personalized and broader customer communication throughout the CDO organization.

  • Facilitate collaboration with other platform engineers, product engineers, and cross functional teams to solve interesting and challenging problems delivering customer value.

  • Collaborate cross functionally with stakeholders across Customer Support, sales, marketing and accounting.

  • Formulate Customer Service Excellence: partner with accounts, operations, and insights to support and drive initiatives designed to meet and exceed customer performance goals.

  • Orchestrate Customer Service Excellence: virtual networking team delivers network as a service that handle planning, provisioning, life cycle management and security of your customers Network Infrastructure.

  • Formulate Customer Service Excellence: effective management of people, supporting Employee Development and performance excellence through Talent Management initiatives.

  • Methodize Customer Service Excellence: continuously benchmark Project Management performance to identify improvements and achieve higher capability maturity in Project And Portfolio Management.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Who are your Key Stakeholders who need to sign off?

  2. Among the Customer Service Excellence product and service cost to be estimated, which is considered hardest to estimate?

  3. What is your theory of human motivation, and how does your compensation plan fit with that view?

  4. Are losses documented, analyzed, and remedial processes developed to prevent future losses?

  5. What trouble can you get into?

  6. What can you do to improve?

  7. Will the team be available to assist members in planning investigations?

  8. What counts that you are not counting?

  9. How is Customer Service Excellence data gathered?

  10. Who should receive measurement reports?


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

Your Customer Service Excellence 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 Service Excellence Self-Assessment and Scorecard you will develop a clear picture of which Customer Service Excellence 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 Service Excellence 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 Service Excellence 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 Service Excellence project issues be unconditionally tracked through the Issue Resolution process?

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

In using the Toolkit you will be better able to:

  • Diagnose Customer Service Excellence 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 Service Excellence 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 Service Excellence investments work better.

This Customer Service Excellence 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.