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CUSTOMERS.COM® RESEARCH FROM THE PATRICIA SEYBOLD GROUP

Customer (and Partner) Segment Advocates
Patty’s Dream Team: Roles and Responsibilities You’ll Need for Your Customer-Centric Organization
By Patricia B. Seybold, October 23, 2008

NETTING IT OUT

In this series of reports, we offer a set of roles and responsibilities that we have found to be essential to transform companies from being inward facing to being customer adaptive. If you want your company to be easy to do business with, it’s time to rethink the way you have organized for success. Don’t assume that these roles equate to “positions” in your organization. It is certainly possible (and often desirable) to combine roles into a single position.

We realize that few companies have a clean slate with which to start an entirely new organizational structure. Yet we are often asked by clients to paint a picture of the “ideal” organizational structure to deliver a great cross-channel end-to-end customer experience, while at the same time increasing revenues and profits.

We’re assuming that you already have a strong, senior customer experience leader.1 Now the question is: Whom does that customer experience leader serve? She serves your customers, of course, but she also ideally serves a set of customer (and partner) advocates within your organization.

Your segment advocates should be responsible for the following:

• Being the “buck stops here” representative for their constituency. Advocates resolve complaints that aren’t handled well by other mechanisms. They organize and run customer and partner councils. They gather requirements and advocate them to the rest of the organization.

• Understanding customers’ contexts, needs and issues. Advocates identify the key scenarios for their constituents and map out (preferably with the customers’ and partners’ help) how customers would ideally like to accomplish those scenarios.

• Determining the requirements needed to support those scenarios, and prioritizing those requirements based on their relative importance to the customers, how easy/costly they are to implement, and their impact on your firm’s bottom line.

• Monitoring the results of these customer experience improvement efforts and correlating those results with increased sales, increased loyalty, and lower costs-to-serve.

We recommend that you combine customer and partner advocates into a single organizational group. You’ll benefit by having your customers’ and partners’ requirements aligned. You’ll gain efficiencies by reusing the information, tools, and services you deliver to one segment across other segments.

This report is a PSGroup Classic -- originally published on September 9, 2004.


WHY YOU NEED CUSTOMER SEGMENT ADVOCATES

Someone Needs to Understand Each Customer Segment’s Critical Scenarios

The best way to deliver good end-to-end customer experiences is to have people in your organization whose job it is to understand, to champion, and to continuously improve the experience for the particular customer segments that are vital to the success and profitability of your business.

 

**FOOTNOTE**
1) See “Key Role: SVP of Cross-Channel Customer Experience (or Equivalent),” August 26, 2004, by Patricia Seybold.
**FOOTNOTE**

Patricia Seybold


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