Customer Health Score Template - Introduction
Автор: RevOS - Revenue Operation System
Загружено: 2022-09-22
Просмотров: 3121
Описание:
An easy-to-use template for Google Spreadsheets to calculate customer health scores and predict churn.
DOWNLOAD: https://www.revos.ai/customer-health-...
Practical Course: Customer Health Scoring (including Template): https://try.revos.ai/customer-health-...
What You'll Learn:
1. Fundamental principles of Customer Health Scoring used by the most innovative companies in the world
2. Discover four main pillars of Customer Health Score: product usage, support scoring, sentiment, customer advocacy
3. Overview of the 30 crucial metrics for customer success for data-driven decisions (MAU, DAU, WAU, Net Promoter Score, activation trigger(s) / TTV, open tickets, SLA violations, time to the first reaction / full resolution, Customer Success Management Sentiment and many other)
4. The primary formulas for customer health scoring include weighted average, point-based sum, downscaling, etc.
5. Practical advice and example setup of objects, fields, and pipeline of your Salesforce or HubSpot CRM system for efficient CSM without additional tooling
Level up your analytical skills and become more proactive in day-to-day work.
Customizable template built from interviews with over 70 customer success professionals to get you started with designing and monitoring your health scores. Experiment with different formulas and rules, iterate quickly and risk-free with this template.
BECOME CUSTOMER-CENTERED
Prevent churn with proactive actions
Easy to fill
Just export data from your CRM/Support/Engagement systems and import it into the spreadsheet. Build-in formulas and guidance will help you with data formatting and validation.
Easy to customize
Built with the best practices of 70+ innovative companies our template will deliver first results immediately. With additional customizations on formulas and weights, you will be able to fine-tune the scoring model and adapt it to your business.
GDPR Compliant
No need to spend time on updating DPAs or security reviews - just download the template, and fill it with data. As a Google Apps (for Business) user you have everything in place that you need to get started.
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