Cross-customers health reasons

Thomas Favre-Bulle

• July 29, 2020 12:26

Right now the only way to understand why customers are in poor health is to look through each account profile individually. However, managers or even team members want to understand what affects the health of their customers as a whole. Is reason A, B or C driving most of our poor health?

In order to answer that question we resort to duplicating health criteria into segments, that we then have to maintain in sync with the health profiles. This is a pretty fragile process, and doesn't make it easy for our team members to understand how their customers are performing health-wise.

For instance, we build a SuccessBLOC dashboard with poor and average health reasons. Team members can use the "my" criteria do check how many of their customers are affected by reason A or B, but if they click on the underlying segment, this segment is not filtered for their customers and they have to figure it out themselves.

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  Ravit Danino

  • August 03, 2020 23:10

  thank you Thomas , make sense.

  Health reasons should be segmantable and exposed 

   

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  Chris Ryan

  • August 24, 2020 18:16

  Agree with the above - would help our team understand some of the primary reasons driving poor health of their customers and segmentation on those reasons.

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