Alteryx Blueprint Series - Customer Research

A modern office environment with a professional discussing strategies with a client, featuring charts and graphs related to customer research and insights.

Alteryx Customer Research Quiz

Test your knowledge about the importance of customer research with our engaging quiz! This quiz covers critical insights to help you become a trusted advisor to your accounts.

Key Highlights:

  • Understanding why customer research matters
  • Identifying effective research strategies
  • Improving your customer interactions
6 Questions2 MinutesCreated by ResearchEagle27
Why bother to do Customer Research
It allows you to surf the internet
It helps you get background and perspective on an account and become a trusted advisor
It's something to fill time if you're not busy
It gives you information to put in Gainsight
How much time should you spend on doing research ?
As much as you like
20 minutes
Enough that you find useful relevant information
30 hours
Where is the most common first place to start researching an account
On line search engine
Library
Newspapers and magazines
Salesforce
What will doing research NOT do
Make you an expert in the Customer's business
Give you insights into the customers goals
Help on your Success Planning
Make the customer like you
If you know the most up to date news about a customer how will that help you as a CSM ?
Allows you to have a focused relevant conversation
Make the customer think you're cool
Helps you to truly understand the customers business
Help you at your local pub quiz
If you don't know any background on the account what will the customer think
You're really busy
You are not that interested in them
You can't spell the company name
You're a great CSM
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