Companies with a customer-centric account health scoring system enjoy a 95% increase in customer retention.
To be more customer-centric, you need an account health scorecard that takes a holistic approach to measure your health and your customers’ health. In this Process Street article, we’ll show you how to do that.
We’ve produced your ultimate workflow guide to help you create this account health scorecard. This template is free for you to use from your Process Street account (you can sign up to create your free account here). This workflow guide has been produced based on the Customer-Centric Digital Transformation report by Deloitte.
You’ll also learn the key benefits you’d expect from taking this holistic approach to measuring an account’s health, with two real-life case studies.
This article is structured as follows:
- Create an account health scorecard that measures customer and business success
- Why you need an account health scorecard
- Case studies: Applying the account health scorecard approach in real life
Let’s get started!