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Sales and service managers

Sales and service managers are already at the customer frontline swimming with information and data about the customer, but sometimes it can be difficult to see the wood for the trees, or to have the right data to hand to influence internal managers. Our sales and service interactive checklist leads you through the opportunities for research and intelligence gathering to help customer-facing teams make the case for customer success.

What should you be measuring?

Our Sales and Service checklist helps front-of-house staff understand the support available from research and intelligence within the business. Although more complex techniques such as conjoint analysis can apply, in practice more is about collecting and aggregating data in the right way to make the customer case.

  • Customer satisfaction and quality measurement
  • Voice of the customer
  • Win-loss analysis
  • Service events follow up
  • Service design research
  • Sales support and point-of-sales materials
  • Sales forecasting and sales mapping
  • Competitor monitoring
  • Channel analysis
  • Research for prospecting and lead gen
  • Key account relationship status

Our interactive research and intelligence checklist is designed for sales and service managers to understand the potential for research to support customer-facing roles.

For access to our interactive sales and service checklist, contact us at

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