Introduction
As you’ve advanced through defining and automating your customer lifecycle stages, ensuring compliance and visibility is the next critical step. Maintaining oversight of your processes not only ensures consistency but also helps identify and mitigate risks early. This article will guide you through strategies and tools to monitor compliance and maintain visibility across the customer lifecycle. Building on the automation techniques from our previous article, "Advanced Automation for Customer Lifecycle Management," we’ll now focus on keeping these processes transparent and compliant. Stay tuned for our next series on more advanced customer success strategies.
Why does this matter?
Ensuring compliance and visibility in your customer lifecycle management is crucial for several reasons:
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Consistency: Ensures that your customer management processes are followed uniformly.
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Risk mitigation: Early identification of deviations helps in addressing issues before they escalate.
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Enhanced decision-making: Clear visibility into processes and customer journeys aids in making informed strategic decisions.
Hot to get started
To ensure compliance and maintain visibility in customer lifecycle management, follow these steps:
Step 1: Establish compliance monitoring frameworks
Start by setting up frameworks and standards to monitor and enforce compliance across your customer lifecycle stages.
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Define compliance standards: Clearly outline what compliance looks like for each lifecycle stage, including key metrics and activities that need to be tracked.
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Set up monitoring tools: Use tools like Gainsight’s dashboards and reports to continuously monitor these standards and identify any deviations.
Step 2: Implement real-time dashboards and reports
Real-time visibility into your lifecycle processes is essential for timely interventions and adjustments.
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Create dashboards: Develop dashboards that provide an at-a-glance view of key compliance metrics and customer journey stages.
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Generate regular reports: Schedule automated reports that highlight compliance status and any areas requiring attention.
Step 3: Automate compliance alerts and notifications
Ensure that any deviations from compliance standards are immediately flagged and addressed.
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Set up automated alerts: Configure automated alerts to notify relevant team members when compliance issues are detected.
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Create follow-up CTAs: Automatically generate Calls to Action (CTAs) for your team to investigate and resolve compliance issues promptly.
Step 4: Conduct regular audits and reviews
Periodic audits and reviews help in maintaining high standards of compliance and visibility.
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Schedule regular audits: Conduct regular audits of your lifecycle processes to ensure ongoing compliance and identify areas for improvement.
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Review performance metrics: Regularly review performance metrics and feedback from audits to refine and enhance your compliance strategies.
Gainsight features you'll need
To effectively ensure compliance and maintain visibility in customer lifecycle management, leverage the following Gainsight features:
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Reports and Dashboards: For real-time monitoring and regular reporting on compliance and lifecycle stages.
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CTAs (Calls to Action): To generate automated tasks for addressing compliance issues.
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Rules Engine: To set up automated alerts and notifications for compliance monitoring.
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Timeline: To log and track all customer interactions and compliance-related activities.
What’s next?
By ensuring compliance and maintaining visibility, you’ll create a robust framework for managing customer lifecycles efficiently. This foundation will support advanced strategies in your customer success journey, which we’ll explore in upcoming articles. Stay tuned for our next series on Personalize Digital Experiences.
Further reading and inspiration