Tools and templates for heads of customer service to craft an effective customer service strategy
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Customer Service Strategy: 5 Steps to Drive Impact
Turn Your Customer Service Strategy into Action
Effective customer service strategy planning aligns your enterprise objectives with specific initiatives for your function. When executed well, your customer service strategy provides a clear roadmap to achieve your business goals.
Download the Gartner Customer Service Strategy Toolkit to discover:
- Five activities that are key to an impactful customer service strategy
- Best practices on how to plot your customer service strategy on one page
- What tools and frameworks are needed to build a measurable customer service strategy
About Customer Service Strategy
The Gartner Customer Service Strategy Toolkit helps customer service leaders define the roadmap for executing the key actions required to meet their customer service strategic goals in alignment with the enterprise business model and goals.
Service and support leaders can leverage this customer service strategy template to create and communicate a clear customer service plan that states where the customer service and support function currently is, where it needs to be, how to get there and how you will measure progress.
Customer Service Strategy FAQs
What is an effective Customer Service Strategy?
A effective customer service strategy is a functional roadmap that assesses current resources, costs and budget and aligns them with the company’s mission and goals. It sets a plan to align with enterprise goals to grow and innovate, despite changing and often unpredictable business conditions. A customer service strategy sets priorities, manages trade-off decisions and ensure it continues to make critical investments to meet business needs.
What are the 5 key activities for an effective customer service strategy?
- Verify the business context. Confirm the enterprise mission and goals and make sure your employees know how they apply to their everyday work. Align your customer service goals for impact.
- Assess your customer service function’s capabilities to deliver on your goals and create a plan to fill the capability gaps that will slow your impact.
- Strategically manage customer service budgets to prioritize cost, budget and investment decisions to favor initiatives that will drive impact — and demote those that won’t.
- Decide how to measure your progress. Select measures and metrics that will demonstrate the progress you’re making against the commitments you’ve made.
- Document your strategy — ideally on just one page — to simply and clearly state where the customer service organization is, where it is going and how it will get to the future state.
Why should you use our Customer Service Strategy Template & Toolkit?
The Gartner Customer Service Strategy Template & Toolkit helps service leaders develop a multiyear department strategy and implement that strategy through identifying measurable annual targets. Working through this tool will enable you to:
- Develop your strategic plan
- Identify key threats, challenges and drivers to address through the strategic plan
- Determine priority areas, goals and metrics that will address department and organizational challenges
- Prioritize initiatives and track implementation to fulfill your strategic goals
- Communicate the strategic plan across the department and organization
Develop an annual plan based on your multiyear strategy at the start of each year to make progress toward it. The initiatives you plan on an annual basis should contribute to the execution of the multiyear strategy.