Take The CCM Assessment

Do you talk to your customers too much, too little, or too late?

Use our five make‑or‑break questions to assess your approach to customer communications.
1

BRANDING BOTHER?

What happens when you want to use a new logo or fresh brand guidelines? If your organization acquires a company, is it easy to use the new brand? What's your logo leverage?
2

CHANNEL CHOICES?

When your customers tell you their preferred communications channel, how does your CCM system respond? Do you always use the right channel for the right messages? How multi-channel are you?
3

LEGAL REVIEW?

What happens when communications contain legally sensitive information? Can you review legal wording, audit changes and make secure updates to your templates? Are you compliant?
4

SOFTWARE UPDATES?

How easy are software updates? Are upgrades easily reviewed, tested, and implemented? Is the process smooth or time consuming? Are updates fast?
5

COMPLETE CONSISTENCY?

Can you quickly change the terms of an offer, a contract, or the information in onboarding packs? When you make a change, is it consistent for you and your customers? How easy is change?

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