What is an Account Scorecard?

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.

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.

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.

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.

Here are some common data sources for impactful insights on your scorecard.

• Sales Team Interactions
• Customer Support Data
• Customer Feedback Analysis
• Renewal and Pipeline Status
• Financials
• IT and Development (performance, outages, bugs)
• PMO Roadmap Production
• Marketing Team Communications
• CX Team Analysis

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.