{"id":142,"date":"2023-07-20T16:44:23","date_gmt":"2023-07-20T16:44:23","guid":{"rendered":"https:\/\/noelbeane.com\/staging\/5285\/?p=142"},"modified":"2025-01-11T17:48:37","modified_gmt":"2025-01-11T17:48:37","slug":"strategy-account-scorecards","status":"publish","type":"post","link":"https:\/\/noelbeane.com\/staging\/5285\/strategy-account-scorecards\/","title":{"rendered":"Strategy &#8211; Account Scorecards"},"content":{"rendered":"<div class=\"n2_clear\"><ss3-force-full-width data-overflow-x=\"body\" data-horizontal-selector=\"body\"><div class=\"n2-section-smartslider fitvidsignore  n2_clear\" data-ssid=\"13\"><div id=\"n2-ss-13-align\" class=\"n2-ss-align\"><div class=\"n2-padding\"><div id=\"n2-ss-13\" data-creator=\"Smart Slider 3\" data-responsive=\"fullwidth\" class=\"n2-ss-slider n2-ow n2-has-hover n2notransition  \">\n        <div class=\"n2-ss-slider-1 n2_ss__touch_element n2-ow\">\n            <div class=\"n2-ss-slider-2 n2-ow\">\n                                                <div class=\"n2-ss-slider-3 n2-ow\">\n\n                    <div class=\"n2-ss-slide-backgrounds n2-ow-all\"><div class=\"n2-ss-slide-background\" data-public-id=\"1\" data-mode=\"fill\"><div data-gradient=\"horizontal\" data-color-start=\"RGBA(133,11,118,1)\" data-color-end=\"RGBA(47,1,83,1)\" style=\"background:linear-gradient(to right, RGBA(133,11,118,1) 0%,RGBA(47,1,83,1) 100%);\" class=\"n2-ss-slide-background-color\"><\/div><\/div><\/div>                    <div class=\"n2-ss-slider-4 n2-ow\">\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1200 400\" data-related-device=\"desktopPortrait\" class=\"n2-ow n2-ss-preserve-size n2-ss-preserve-size--slider n2-ss-slide-limiter\"><\/svg><div data-first=\"1\" data-slide-duration=\"0\" data-id=\"32\" data-slide-public-id=\"1\" data-title=\"NB Home Slide 2\" class=\"n2-ss-slide n2-ow  n2-ss-slide-32\"><div role=\"note\" class=\"n2-ss-slide--focus\" tabindex=\"-1\">NB Home Slide 2<\/div><div class=\"n2-ss-layers-container n2-ss-slide-limiter n2-ow\"><div class=\"n2-ss-layer n2-ow n-uc-ISEiFkOfi6Pc\" data-sstype=\"slide\" data-pm=\"default\"><div class=\"n2-ss-layer n2-ow n-uc-olc36IT0AwlH\" data-pm=\"default\" data-sstype=\"content\" data-hasbackground=\"0\"><div class=\"n2-ss-section-main-content n2-ss-layer-with-background n2-ss-layer-content n2-ow n-uc-olc36IT0AwlH-inner\"><div class=\"n2-ss-layer n2-ow n2-ss-layer--block n2-ss-has-self-align n-uc-1ehNomUgbqUd\" data-pm=\"normal\" data-sstype=\"row\"><div class=\"n2-ss-layer-row n2-ss-layer-with-background n-uc-1ehNomUgbqUd-inner\"><div class=\"n2-ss-layer-row-inner \"><div class=\"n2-ss-layer n2-ow n-uc-A63O5tjVUllS\" data-pm=\"default\" data-sstype=\"col\"><div class=\"n2-ss-layer-col n2-ss-layer-with-background n2-ss-layer-content n-uc-A63O5tjVUllS-inner\"><div class=\"n2-ss-layer n2-ow n-uc-AJAc62UXvDkg\" data-pm=\"normal\" data-sstype=\"layer\"><\/div><div class=\"n2-ss-layer n2-ow n-uc-kiWWu439RI4Z\" data-pm=\"normal\" data-sstype=\"layer\"><div class=\" n2-ss-item-image-content n2-ss-item-content n2-ow-all\"><img loading=\"lazy\" decoding=\"async\" id=\"n2-ss-13item2\" alt=\"\" class=\"skip-lazy jetpack-lazy-image\" width=\"360\" height=\"360\" data-skip-lazy=\"1\" src=\"\/\/noelbeane.com\/staging\/5285\/wp-content\/uploads\/2024\/02\/wordpress_hero_360x360_strategy_v3.png\" \/><\/div><\/div><\/div><\/div><div class=\"n2-ss-layer n2-ow n-uc-N4eFCvXFmF5D\" data-pm=\"default\" data-sstype=\"col\"><div class=\"n2-ss-layer-col n2-ss-layer-with-background n2-ss-layer-content n-uc-N4eFCvXFmF5D-inner\"><div class=\"n2-ss-layer n2-ow nb-home-hero-desc-heading n-uc-SwxAoN6uPlyj\" data-pm=\"normal\" data-sstype=\"layer\"><div id=\"n2-ss-13item3\" class=\"n2-font-7d8f4096c8aafd8a9fe4542f0c41a6db-hover   n2-ss-item-content n2-ss-text n2-ow\" style=\"display:block;\">Account Scorecards<\/div><\/div><div class=\"n2-ss-layer n2-ow n-uc-HuP3g7QHLhGU\" data-pm=\"normal\" data-sstype=\"layer\"><div class=\"n2-ss-item-content n2-ss-text n2-ow-all\"><div class=\"\"><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>                    <\/div>\n\n                                    <\/div>\n            <\/div>\n        <\/div>\n        <\/div><ss3-loader><\/ss3-loader><\/div><\/div><div class=\"n2_clear\"><\/div><\/div><\/ss3-force-full-width><\/div>\n\n\n<div class=\"nb-post-header-container wp-block-uagb-container uagb-block-b8fdbdfe alignfull uagb-is-root-container\"><div class=\"uagb-container-inner-blocks-wrap\">\n<p class=\"nb-post-header\">Strategy: Account Scorecards<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"nb-post-2-col-container wp-block-uagb-container uagb-block-c9d5a653 alignfull uagb-is-root-container\"><div class=\"uagb-container-inner-blocks-wrap\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"nb-col-left-cta-container wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:70%\">\n<p class=\"nb-post-sub-section-h1\">Account Scorecards<\/p>\n\n\n\n<p class=\"nb-post-sub-section-h2\">Measure Customer Satisfaction<\/p>\n\n\n\n<p class=\"nb-post-sub-section-body\">An account scorecard provides a quick snapshot of the temperature of your customer relationship. This type of analysis enables proactive action based on data-driven metrics that are drivers of customer satisfaction. Monitoring the metrics that drive negative and positive experiences is key to maintaining a healthy customer experience.<\/p>\n\n\n\n<p class=\"nb-post-sub-section-body\">Arranged in a single display, imagine if you will the back of a baseball card that presents your current satisfaction level with an individual customer.<\/p>\n\n\n\n<p class=\"\"><\/p>\n\n\n\n<p class=\"nb-post-sub-section-body\">An Account Scorecard is a data driven holistic view of the current state of your customer relationship. It provides the analysis to proactively attack any pain points or potential detractors.<\/p>\n\n\n\n<p class=\"nb-post-sub-section-body\">When properly structured it can serve as a single source of truth that provides more than just a CRM report as it is a cultivation of data from multiple sources.<\/p>\n\n\n\n<p class=\"nb-post-sub-section-body\">Here are some common data sources for impactful insights on your scorecard.<\/p>\n\n\n\n<ul class=\"nb-post-sub-section-body-list wp-block-list\">\n<li class=\"\">Sales Team Interactions<\/li>\n\n\n\n<li class=\"\">Customer Support Data<\/li>\n\n\n\n<li class=\"\">Customer Feedback Analysis<\/li>\n\n\n\n<li class=\"\">Renewal and Pipeline Status<\/li>\n\n\n\n<li class=\"\">Financials<\/li>\n\n\n\n<li class=\"\">IT and Development (performance, outages, bugs)<\/li>\n\n\n\n<li class=\"\">PMO Roadmap Production<\/li>\n\n\n\n<li class=\"\">Marketing Team Communications<\/li>\n\n\n\n<li class=\"\">CX Team Analysis<\/li>\n<\/ul>\n\n\n\n<p class=\"\"><\/p>\n\n\n\n<p class=\"nb-post-sub-section-body\">The output is a single scorecard that can translate and equip you with the analysis needed for proactive action prior to any discussion with customers. Most importantly, making you look smarter as a product or service provider.<\/p>\n\n\n\n<p class=\"\"><\/p>\n\n\n\n<div class=\"nb-key-points-container wp-block-uagb-container uagb-block-a7276de9\">\n<p class=\"nb-key-points-header\">Key Take Away<\/p>\n\n\n\n<p class=\"nb-key-points-body\">An Account Scorecard empowers you to answer the questions:<\/p>\n\n\n\n<ul class=\"nb-key-points-list wp-block-list\">\n<li class=\"\">Am I delivering on brand promise?<\/li>\n\n\n\n<li class=\"\">What are the most glaring needs or frustrations?<\/li>\n\n\n\n<li class=\"\">How will this conversation with Customer X play?<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"nb-page-divider wp-block-uagb-container uagb-block-d5f4c3b3\"><\/div>\n\n\n\n<p class=\"\">Related Cases<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"nb-button-normal wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/noelbeane.com\/staging\/5285\/case-account-scorecard\/\">Verisk Claims CX Scorecard<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"nb-col-right-cta-container wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:30%\">\n<p class=\"nb-col-right-cta-tagline\">Trends in engineering empathy<\/p>\n\n\n\n<div class=\"nb-col-right-cta-metric-container wp-block-uagb-container uagb-block-0f333401\">\n<p class=\"nb-col-right-cta-metric-title\">Satisfaction<\/p>\n\n\n\n<p class=\"nb-col-right-cta-metric-value\">78%<\/p>\n\n\n\n<p class=\"nb-col-right-cta-metric-desc\">of organizations report that customer data plays significant role in the CX they provide<\/p>\n<\/div>\n\n\n\n<div class=\"nb-col-right-cta-metric-container wp-block-uagb-container uagb-block-920a9cd5\">\n<p class=\"nb-col-right-cta-metric-title\">Technology<\/p>\n\n\n\n<p class=\"nb-col-right-cta-metric-value\">30%<\/p>\n\n\n\n<p class=\"nb-col-right-cta-metric-desc\">of IT leaders report that use of technology is critical to success in attaining contextualized data for customer engagements<\/p>\n<\/div>\n\n\n\n<div class=\"nb-col-right-cta-metric-container wp-block-uagb-container uagb-block-961e86ba\">\n<p class=\"nb-col-right-cta-metric-title\">Roadmap<\/p>\n\n\n\n<p class=\"nb-col-right-cta-metric-value\">30%<\/p>\n\n\n\n<p class=\"nb-col-right-cta-metric-desc\">of Fortune 2000 will deploy next best action across their omni-channel environment<\/p>\n<\/div>\n\n\n\n<p class=\"nb-case-post-metric-source\"><em>Source: IDC Spotlight \u2013 Empathic Service at Scale<\/em><\/p>\n\n\n<div class=\"taxonomy-post_tag nb-case-sidebar-tags-container wp-block-post-terms\"><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/adaptability\/\" rel=\"tag\">Adaptability<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/analytics\/\" rel=\"tag\">Analytics<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/business-strategy\/\" rel=\"tag\">Business Strategy<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/collaboration\/\" rel=\"tag\">Collaboration<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/communication\/\" rel=\"tag\">Communication<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/cx-strategy\/\" rel=\"tag\">CX Strategy<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/data-vis\/\" rel=\"tag\">Data Visualization<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/design-thinking\/\" rel=\"tag\">Design Thinking<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/generative-ai\/\" rel=\"tag\">Generative AI<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/human-centered-design\/\" rel=\"tag\">Human-Centered Design<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/ideation\/\" rel=\"tag\">Ideation<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/journey-mapping\/\" rel=\"tag\">Journey Mapping<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/predictive-analytics\/\" rel=\"tag\">Predictive Analytics<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/problem-solving\/\" rel=\"tag\">Problem-Solving<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/sales-force\/\" rel=\"tag\">Sales Force<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/system-thinking\/\" rel=\"tag\">System Thinking<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/user-observations\/\" rel=\"tag\">User Observations<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/user-research\/\" rel=\"tag\">User Research<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/ux-strategy\/\" rel=\"tag\">UX Strategy<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/noelbeane.com\/staging\/5285\/tag\/visual-thinking\/\" rel=\"tag\">Visual Thinking<\/a><\/div><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p class=\"\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Strategy: Account Scorecards Account Scorecards Measure Customer Satisfaction An account scorecard provides a quick snapshot of the temperature of your customer relationship. This type of analysis enables proactive action based on data-driven metrics that are drivers of customer satisfaction. Monitoring the metrics that drive negative and positive experiences is key to maintaining a healthy customer [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"wp-custom-template-nb-home","format":"standard","meta":{"nf_dc_page":"","_uag_custom_page_level_css":"","_swt_meta_header_display":false,"_swt_meta_footer_display":false,"_swt_meta_site_title_display":false,"_swt_meta_sticky_header":false,"_swt_meta_transparent_header":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[21],"tags":[77,103,87,79,80,27,38,60,104,76,82,36,85,84,39,81,95,78,86,98],"class_list":["post-142","post","type-post","status-publish","format-standard","hentry","category-strategy","tag-adaptability","tag-analytics","tag-business-strategy","tag-collaboration","tag-communication","tag-cx-strategy","tag-data-vis","tag-design-thinking","tag-generative-ai","tag-human-centered-design","tag-ideation","tag-journey-mapping","tag-predictive-analytics","tag-problem-solving","tag-sales-force","tag-system-thinking","tag-user-observations","tag-user-research","tag-ux-strategy","tag-visual-thinking"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Strategy - Account Scorecards | Noel Beane<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/noelbeane.com\/staging\/5285\/strategy-account-scorecards\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Strategy - Account Scorecards | Noel Beane\" \/>\n<meta property=\"og:description\" content=\"Strategy: Account Scorecards Account Scorecards Measure Customer Satisfaction An account scorecard provides a quick snapshot of the temperature of your customer relationship. 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