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hitesh
hitesh
Contributor ⭐️⭐️
May 17, 2018

[Ask from Customer] - "Renew All" button for manual scorecard elements

  • May 17, 2018
  • 3 replies
  • 61 views
It will be great if there is any functionality which will allow a user to click a button and have all the manual scorecard elements for that given customer updated (keeping the score the same).

As they want to eliminate manually entering the elements as there are n accounts with CSM and they need to click n accounts * number of elements, which requires numerous clicks. So, it will be good there will be a Common Button which will renew the current score with One Click.

Let me know if you need more information.

      3 replies

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      May 17, 2018
      Hi Hitesh,

      Can you provide a little more detail on the frequency of this scenario and the scope?
      • How often is the CSM having to update the score on a customer? Weekly, Monthly, other?
      • How many measures per customer are manual measures?
      • Could any of the manual measures be considered for conversion to automated measures (for accuracy and efficiency)?
      • How many customers is each CSM managing?
      On the surface, it feels like the frequency of update is too rapid or number of manual measures is too many so as to cause this level of user pain, and especially when the user is not making any changes to the measures, either.
      VP of Customer Success at Forcepoint
        hitesh
        hiteshAuthor
        Contributor ⭐️⭐️
        May 18, 2018
        @Mark - Can you please help with above information?
        mark_gecsey
        mark_gecsey
        Contributor ⭐️⭐️⭐️⭐️
        May 22, 2018
        Hello Dan, Thank you for responding. To answer your questions:

        1) we require our CSMs to update the score no later than on a weekly basis, but certainly updating them as the conditions exist

        2) we have 8 measures which we require our CSMs to update manually

        3) unfortunately not since these are subjectively measured. However, some of their scores require some gathering of data from other sources. It is their interpretation of the scenario and data which allows them to subjectively score each week 

        4) each CSM is managing about a dozen customers.

        Thank you.
        Mark
        Mark Gecsey
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