Knowledge Base Customer Records

Ensuring the Customer Relationship Management database is kept up-to-date, e.g. with contact details, number of licenses, version of the software and, perhaps most importantly, records of any previous visits and issues that have had to be escalated..

Deliver Consulting Services

• Category: Resource
• VSM Role: System 4 - Intelligence
• Feedback Notes:

  Point out any missing or inaccurate client information. Add relevant data from the assignment feedback to the database.

• Potential Issues:

  As a database, it is useless unless it is up-to-date, the data is "clean" and unduplicated, and those that need access are given access.

• Evaluation: 3

Maintain CRM database

• Category: Output
• VSM Role:
• Feedback Notes:
• Potential Issues:
• Evaluation:

IGOE Scope Diagram Deliver Consulting Services

VSM View Deliver Consulting Services