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September 3, 2004
Need Feedback: Creating a World-Class Customer Visit Experience

Hi folks, I'm wondering if any of you have experience in working with corporate customer visits and can shed some light on the issues highlighted below, and address some of the questions posed. Thanks!

The Challenge:
The current state of the customer visit experience, that being, when customers visit the corporate headquarters for account reviews or similar meetings, is workable, and we get customers through the building with some efficiency, but there is a great deal of friction between the host, the speakers, the customers, and the process that binds them all together to provide a positive customer visit experience.

The Goal:
I am seeking to gain insights from others on how they handle their customer visits at their companies and what makes them successful. To that end, I have a few questions below that I hope will prime the pump and get the juices flowing on what makes a 'world-class' customer visit experience.

The Questions:
1. If you have a form or system that you use to collect information from sales people when they request a customer visit, what data do you collect from them?

2. What do you feel is the most unique element of your company's customer visit experience?

3. Who in your company is responsible for overseeing the customer visit experience?

4. How do you 'market' the value of the customer visit to the sales force?

5. How do you hold your hosts, presenters, and executives accountable for timely submission of their deliverables such as presentations or agenda items?

6. What indicators does the host receive throughout the customer visit
planning process to indicate that everything is being taken care of and that there will be no surprises on visit?

7. What are the different reasons that you would have customers visit your facility? Prospecting, issue resolution, account reviews??

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