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Customer Relationships Assesments
CUSTOMER RELATIONSHIPS ASSESSMENTS

Customer Relationship Assessments give you an understanding of your complete relationship with your customers. Whether at a retail or commercial level, we can offer you a 360-degree view of your customer. Our assessments dive deeply into understanding and maximizing problem resolution, ultimately improving customer loyalty. The comprehensive reporting and analysis include national and regional benchmarking so you’re able to compare your key metrics to peers in your industry. Additionally, individual employee scorecards are available as a tool to coach and train your employees on specific sales and service behaviors.

HOW WE DO IT

We rely on innovative research solutions tailored to your unique objectives regarding your customer relationships. These are designed to provide you with actionable analysis and consultation which in turn enables you to increase revenue, customer retention and profitability.

WHAT YOU GET
  • Industry-specific benchmarking
  • Key metrics surrounding your customer base
  • Coaching platforms and resources
  • Continuous customer analysis
Where we made a difference
OUTSMARTING THE COMPETITION

“Our company’s CAGR for the last five (5) years was 19.3% compared to our industry peers of 10.8% which is a significant difference of 8.5 %. Our partnership with CSP was key to achieving that growth along with our commitment to changing our culture.”

Sr VP, Treasurer

CARVING OUT A ROADMAP THAT LEADS TO SUCCESS

“The CSP model made it easy for our managers to focus on the key criteria that would lift our company’s key metrics. As a result, we added more than 43,000 new deposit accounts and 161,000 new services.”

EVP of Marketing

IMPROVING NEEDS-BASED SELLING

CSP’s program, working in concert with their sales management effort, has resulted in a significant improvement in our employees’ ability to assess and respond to customer needs. This has had a dramatic impact on the increase in customer deposits and market share.

EVP of Marketing

TALK TO OUR EXPERTS