Customer Management Toolkit

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Customer Management act as a customer champion and facilitate meetings, consideration, Decision Making, and conflict resolution; monitor scope, timelines, and hold customers accountable for the deliverables.

More Uses of the Customer Management Toolkit:

  • Oversee the tracking and reporting of key sales and operational metrics and updates to Customer Management system.

  • Prepare report for Customer Management on status of adherence to annual Web Content review.

  • Represent your organization as a prime contact with Customer Management.

  • Warrant that your business complies; processes range from Incident Management to change, configuration and Customer Management.

  • Develop and deploy underwriting and Customer Management scorecards to predict likelihood of default based on bureau, organization cash flow, merchant and other information.

  • Create, update, and keep current programmer and user documentation for all Customer Management systems.

  • Orchestrate: act as an interface between Customer Support, suppliers and Customer Management on inventory issues for resolution.

  • Be certain that your project complies; contracts, quote, orders, Customer Management, pricing, variant configuration.

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

  • Develop: interface with all levels of internal and Customer Management on all aspects of planning, scheduling, organizing, directing and controlling the program.

  • Assure your business provides administrative support to customers; checks on ship dates, offers information on all products, updates account information, and inputs call notes into the Customer Management system.

  • Identify: contribution to the Customer Management process application has proved invaluable in terms of achieving a faster Time to Market for your products and services.

  • Establish that your corporation complies; conducts pre inventory visits (PIV) with Customer Management and logistics review site visits.

  • Communicate part availability concerns with Procurement and Customer Management to effectively resolve issues.

  • Secure that your business represents your organization as a prime contact with Customer Management.

  • Govern: M2M strategies marketing engine offers a comprehensive, yet simple, solution for digital lead acquisition, automated lead management, and Customer Management.

  • Enter all issue information in the Elevate IT Service Management platform and create/deliver reports to Elevate staff and Customer Management teams on the performance of IT support.

  • Manage membership data in Customer Management system to ensure accurate, current information.

  • Execute customer and PKI Quality Management System in coordination with PKI and Customer Management teams.

  • Communicate with Customer Management to provide daily status on progress and key technical issues.

  • Lead: product, pricing, and Customer Management strategies for various lending products.

  • Arrange that your venture handles overall Customer Management associated with enabling effective spare parts performance.

  • Support development and be key business user of the Customer Analytics Platform, working with Enterprise Architecture, IT and Analytics teams to reflect future Customer Management needs are met.

  • Collaborate with other IT functional areas to remain apprised of project status, and inform LOB Customer Management of progress.

  • Be accountable for entering and maintaining data in the internal Customer Management system.

  • Ensure your team complies; processes range from Incident Management to Change Management, from Configuration Management to Customer Management.

  • Establish trusted advisor relationship with Customer Management and teams on Data Center Infrastructure areas and future technology trends.

  • Head: closely coordinate organization executive involvement with partner and end user Customer Management as appropriate.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Is the Customer Management scope complete and appropriately sized?

  2. How do you measure improved Customer Management service perception, and satisfaction?

  3. What resources or support might you need?

  4. Is your strategy driving your strategy? Or is the way in which you allocate resources driving your strategy?

  5. Where do you need Customer Management improvement?

  6. If you got fired and a new hire took your place, what would she do different?

  7. What is the definition of success?

  8. What are the expected Customer Management results?

  9. Who do you think the world wants your organization to be?

  10. Are employees recognized for desired behaviors?

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

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

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

  4. Closing Process Group: Did the Customer Management project team have enough people to execute the Customer Management 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 Management 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 Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Customer Management Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Customer Management project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Customer Management project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

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 Management 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 Management project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Customer Management project with this in-depth Customer Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Management 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 Management 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 Management investments work better.

This Customer Management 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.