Vertex Customer Lifecycle
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This storyboard is the Vertex Customer Life cycle created from two brainstorming sessions, May 11 and 12, 2016, by Donn DeBoard.
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- Discover
- One of our sales representatives talked with a Vertex Sales Engineer. They are a leader in tax technology . Paul, can we find out more about Vertex solutions?
- Evaluate
- Let's see what Vertex can offer us. Are there any demos we can see? Do we k now anyone in our industry using Vertex?
- Envision Future
- What about customer testimonials? Is there anyone in our industry using Vertex?
- Are there any Vertex demos we can review?
- Candidate organizations for Vertex solutions review promotional materials.
- Decide
- Review: • Value proposition and customer analysis. • Vertex solution demos • Current Vertx customer testimonials and advocates
- Implement
- Let's talk more to Vertex Sales. Define customer expectations and outcomes (includes contracts and Statement of Work)
- Support/Use
- After many discussions with Vertex Sales, customer decides to purchase Vertex solution.
- • Implementation planning and execution • Post implementation review
- • Implementation planning and execution •Training - early and often •Post implementation review •Equipped for highly technical issues •Issue resolution process •Self help (customer and employees)
- Monitor
- • Time to upgrade, migrate, or sunset ? • Metrics and values? • Renewal management • User turnover • New opportunities/health check?
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