Four Step Guide to Customer Engagement
Step 1: Learn about the customer and its business and try to identify discussion points related to Zendesk
Questions:
• What are the main strategic goals of the business?
(seek to identify how can Zendesk support these goals)
• What are the main applications supporting the business e.g. CRM, HelpDesk?
(these are possible targets for Zendesk)
• Numbers of end customers or internal it serves e.g. 100 customers, 100 internal users?
• Do you have any existing system that related with customer services and support?
o If yes, is there any pain point / issue with current system?
o How many agent who support customer? Or Support internal, IT, HR?
Step 2: Find out who the influencer for the account is and ensure they understand Zendesk and how it can benefit them
Ensure that you obtain maximum support and influence from them whoever that you think they are the right guy to engage with, particularly introductions to key targets in IT such as CIO, IT Manager, Marketing Manager. Customer Service Manager, Innovation Manager, Digital MKT.
Step 3: Identify any current/future IT plans, business directions or business events that might create a Zendesk opportunity
Questions:
Are any of these programs in process or planned?
• IT cost reduction program
• IT transformation program (Cloud or subscription) / Is policy accept to use cloud?
• Improve customer support and services
• Customer satisfactions
• External and Internal Communications
• New channel to communicate with customer to increase revenue
Have there been any of these business events or are any planned? (Optional)
• Expand business out of Thailand
• Multi-brand
If there are any of the above business events, how would these programs support strategic business initiatives?
Step 4: Discover whether the customer recognizes the need for customer services and what kind of priority it has?
(identify Zendesk opportunity)
Questions:
• What's goal to improve customer service / contact center?
• Do you have multi-channel strategy?
• What channels do customers want? or What is the channel that your customer contact you / you contact customer?
• What is your use case? or What would you use Zendesk for? (ie: external customer support, internal support, etc)
• Please describe briefly your current process. (IT/HR Support or External Customer support or Both)
• What are the most effective ways to solve those problems?
• How can you improve your teams productivity?
• How many agents do you have? including Managers, admins, etc.
• Can you explain your ideal solution? Any integrations you may need?
• If customer already have existing system to support then what is their pain point?
o Why then want to change?
o Criteria to select the new one?
o Who is decision maker?
• When do you have plan start for the project and how much budget?
• Did you measure your customer satisfaction? If yes, how and what’s tool?