Vertex Customer Lifecycle

Crée le tien Copie

This storyboard is the Vertex Customer Life cycle created from two brainstorming sessions, May 11 and 12, 2016, by Donn DeBoard.

Discover
One of our sales representatives talked with a Vertex Sales Engineer. They are a leader in tax technology . Paul, can we find out more about Vertex solutions?
Evaluate
Let's see what Vertex can offer us. Are there any demos we can see? Do we k now anyone in our industry using Vertex?
Envision Future
What about customer testimonials? Is there anyone in our industry using Vertex?
Are there any Vertex demos we can review?
Candidate organizations for Vertex solutions review promotional materials.
Decide
Review: • Value proposition and customer analysis. • Vertex solution demos • Current Vertx customer testimonials and advocates
Implement
Let's talk more to Vertex Sales. Define customer expectations and outcomes (includes contracts and Statement of Work)
Support/Use
After many discussions with Vertex Sales, customer decides to purchase Vertex solution.
• Implementation planning and execution • Post implementation review
• Implementation planning and execution •Training - early and often •Post implementation review •Equipped for highly technical issues •Issue resolution process •Self help (customer and employees)
Monitor
• Time to upgrade, migrate, or sunset ? • Metrics and values? • Renewal management • User turnover • New opportunities/health check?

Plus de 40 millions de storyboards créés

Aucun Téléchargement, Aucune Carte de Crédit et Aucune Connexion Nécessaire Pour Essayer !