For nearly 20 years, Vision Critical has successfully implemented hundreds of customer relationship intelligence platforms with the world’s leading companies.

We’ve guided enterprises through the most exacting contracting, security and implementation standards in the industry. In general, the time it takes from evaluating a customer relationship intelligence platform to licensing is now three months or less.

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How to buy customer relationship intelligence software

For nearly 20 years, Vision Critical has successfully implemented hundreds of customer relationship intelligence platforms with the world’s leading companies.

We’ve guided enterprises through the most exacting contracting, security and implementation standards in the industry. In general, the time it takes from evaluating a customer relationship intelligence platform to licensing is now three months or less.

Have you recently licensed an enterprise platform that connects you with your customers?

 

If not, the people and process involved might be different from what you are used to.

Follow these steps to accelerate the purchasing process.

 

Pick the right solution

 

Get buy-in from the right stakeholders

 

Allocate your budget

 

Engage procurement, legal and security

 

Work with customer success to plan early wins

Have you recently licensed an enterprise platform that connects you with your customers?

If not, the people and process involved might be different from what you are used to.

Follow these steps to accelerate the purchasing process.

Pick the right solution
Get buy-in from the right stakeholders
Allocate your budget
Engage procurement, legal and security
Work with customer success to plan early wins

Pick the right solution

 

A customer relationship intelligence platform drives greater customer lifetime value by providing insight on product innovation, marketing and customer experiences. When evaluating vendors, figure out your company’s biggest goals and create a list of requirements.

Pick the right solution

 

A customer relationship intelligence platform drives greater customer lifetime value by providing insight on product innovation, marketing and customer experiences. When evaluating vendors, figure out your company’s biggest goals and create a list of requirements.

Get buy-in from the right stakeholders

 

Deeper customer relationships deliver value to teams across the organization.
Drive momentum by getting these stakeholders to back your plan.

Business Units

 

Identify teams (CX, marketing, product, etc.) who would benefit from insight. These teams can increase buying urgency.

Budget-holders

 

In addition to your department’s budget holder, your CIO may have budget for technology standardization.

Procurement

 

Identify the people responsible for licensing software. They can help navigate product evaluation and pricing.

Get buy-in from the right stakeholders

 

Deeper customer relationships deliver value to teams across the organization. Drive momentum by getting these stakeholders to back your plan.

Business Units

Identify teams (CX, marketing, product, etc.) who would benefit from insight. These teams can increase buying urgency.

Budget-holders

In addition to your department’s budget holder, your CIO may have budget for technology standardization.

Procurement

Identify the people responsible for licensing software. They can help navigate product evaluation and pricing.

Allocate your budget

 

The value and ROI of having customer relationship intelligence software easily outweighs its cost. Some companies, like DEWALT, save over $1 million in annual research costs alone. Other forward thinking companies like Newscorp Australia have uncovered new revenue streams and boosted ad sales.

 

If you don’t have the budget allocated for this kind of software for this fiscal year, there are several techniques to justify the expense.

Re-direct budget from projects the software will support

 

Examine activities that require customer validation, including traditional focus groups and in-person interviews. Consider redirecting resources from these projects and other marketing, product and customer experience initiatives that will no longer be required once you have access to Vision Critical software.

Reallocate budget from planned customer engagement studies

 

Review your list of research, customer engagement and benchmark studies to find opportunities to redirect budget. Customer relationship intelligence software can replace many existing methods  of getting feedback from customers.

Use unspent budget

 

Consider allocating a portion of your unspent budget towards your customer relationship intelligence software. This may involve delaying currently planned expenses and/or prioritizing software projects above traditional projects.

Allocate your budget

 

The value and ROI of having customer relationship intelligence software easily outweighs its cost. Some companies, Like DEWALT, save over $1 million in annual research costs alone. Other forward thinking companies like Newscorp Australia have uncovered new revenue streams and boosted ad sales.

If you don’t have the budget allocated for this kind of software for this fiscal year, there are several techniques to justify the expense.

Re-direct budget from projects the software will support

 

Examine activities that require customer validation, including traditional focus groups and in-person interviews. Consider redirecting resources from these projects and other marketing, product and customer experience initiatives that will no longer be required once you have access to Vision Critical software.

Reallocate budget from planned customer engagement studies

 

Review your list of research, customer engagement and benchmark studies to find opportunities to redirect budget. Customer relationship intelligence software can replace many existing methods  of getting feedback from customers.

Use unspent budget

 

Consider allocating a portion of your unspent budget towards your customer relationship intelligence software. This may involve delaying currently planned expenses and/or prioritizing software projects above traditional projects.

Engage procurement, legal and security

 

Help your procurement, legal and security teams accelerate the process by reviewing their policies, anticipating their questions and understanding their requirements.

Coordinate your timeline

To make sure you have all the resources aligned at the right time, start with your target kickoff date and work back from there.

Engage procurement, legal and security

 
Help your procurement, legal and security teams accelerate the process by reviewing their policies, anticipating their questions and understanding their requirements.

Coordinate your timeline

To make sure you have all the resources aligned at the right time, start with your target kickoff date and work back from there.


Identify your business goals and evaluate solutions in the market

 


Decision to purchase, engage security with Vision Critical security information

 


Finalize pricing, Legal reviews contract

 


Contract finalized and signed with Legal

Work with customer success to plan early wins

 

Once you are ready to go, connect with your customer success team to revisit your goals with the platform, plan your first few activities and ensure early wins.

Vision Critical has the team, documentation and resources to smoothly guide your team. If you need more information about licensing a customer relationship intelligence platform, reach out to us and we’ll get back to you shortly.

Work with customer success to plan early wins

Once you are ready to go, connect with your customer success team to revisit your goals with the platform, plan your first few activities and ensure early wins.

Vision Critical has the team, documentation and resources to smoothly guide your team. If you need more information about licensing a customer relationship intelligence platform, reach out to us and we’ll get back to you shortly.

Take the next step

Watch our demo and learn why 600 of the world’s top brands rely on Vision Critical to help them build better customer relationships.

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