{"id":251646,"date":"2021-07-06T00:00:00","date_gmt":"2021-07-06T04:00:00","guid":{"rendered":"https:\/\/www.servicexrg.com\/blog\/stay-current-with-customer-outcomes-six-best-practices-for-ongoing-assessments\/"},"modified":"2026-01-15T17:05:46","modified_gmt":"2026-01-15T22:05:46","slug":"stay-current-with-customer-outcomes-six-best-practices-for-ongoing-assessments","status":"publish","type":"post","link":"https:\/\/www.servicexrg.com\/blog\/stay-current-with-customer-outcomes-six-best-practices-for-ongoing-assessments\/","title":{"rendered":"Stay Current with Customer Outcomes: Six Best Practices For Ongoing Assessments"},"content":{"rendered":"<div class=\"et_pb_row_inner et_pb_row_inner_0\">\n<div class=\"et_pb_column et_pb_column_4_4 et_pb_column_inner et_pb_column_inner_0 et-last-child\">\n<div class=\"et_pb_module et_pb_text et_pb_text_0 et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<p class=\"p1 p-lead\">Do you know if customer outcomes for your products and services are improving or declining over time? Customer outcome assessment is an ongoing process; these best practices will shed light on where you\u2019re winning and where you need to do better.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"et_pb_row_inner et_pb_row_inner_1\">\n<div class=\"et_pb_column et_pb_column_4_4 et_pb_column_inner et_pb_column_inner_1 et-last-child\">\n<div class=\"et_pb_module et_pb_text et_pb_text_1 et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<p>Your customers can be satisfied with many aspects of their relationships with you. But if they\u2019re not achieving the outcomes they expect from your products and services, those relationships are at risk.<\/p>\n<p>To develop and sustain lasting customer relationships, you must have not only a clear understanding of their expectations, but also timely visibility into how and why those expectations may change over time. At all stages of the customer relationship, you must have the insights and ability to help your customers achieve their desired outcomes.<\/p>\n<h2>To accelerate time-to-value, sustain long-term relationships, and drive recurring revenue, leverage these six ongoing Customer Outcome Assessment best practices:<\/h2>\n<ol>\n<li>Build upon the Sales and Service onboarding process to establish customer needs and expectations.<\/li>\n<li>Define adoption and value attainment milestones to track customer success.<\/li>\n<li>Establish success plans to help customers define their desired outcomes and establish a plan to work towards these goals.<\/li>\n<li>Survey and interact with customers to determine the extent to which customers believe they are making progress against their goals and objectives.<\/li>\n<li>Use Executive or Quarterly Business Reviews (EBR \/ QBR) to review and assess customer success toward desired outcomes.<\/li>\n<li>Make necessary adjustments to\u00a0<a href=\"https:\/\/www.servicexrg.com\/blog\/six-steps-to-effective-customer-success-planning\/\"><strong>adoption and success plans<\/strong><\/a>\u00a0and modify service resource allocation as necessary.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>To develop and sustain a lasting customer relationship you must have a clear understanding of their expectations and the ability to help them achieve their outcomes. This article introduces six &hellip;<\/p>\n","protected":false},"author":4,"featured_media":251647,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":"","_wp_rev_ctl_limit":""},"categories":[35,51,8,9],"tags":[59,60,32,102,33,61,62,48,72],"class_list":["post-251646","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-retain","category-success","category-grow","category-process","tag-adoption","tag-customer-success","tag-goals-and-objectives","tag-journey-map","tag-metrics","tag-onboarding","tag-outcomes","tag-retention","tag-success-plan","post_outcome-retain-customers","post_outcome-success","post_activity-account-management","post_activity-adoption","post_activity-customer-success"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/posts\/251646","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/comments?post=251646"}],"version-history":[{"count":7,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/posts\/251646\/revisions"}],"predecessor-version":[{"id":254921,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/posts\/251646\/revisions\/254921"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/media\/251647"}],"wp:attachment":[{"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/media?parent=251646"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/categories?post=251646"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/tags?post=251646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}