The Prescribed Success Plan Workflow

• Take action on all cases in the Console that contain inbound Needs Attention and Negative signals
• Take action on all Escalation Predictions, Escalations Requests, and Active Escalations
• Take action on Backlog based on the list views in SupportLogic  (time permitting)
• Take action on Alerts so that you can stay up to date throughout the day

           Time commitment is 20 minutes twice per day plus engaging on alerts as they are received

    What do we mean by take action?

Support Organizations have standard operating procedures for handling troubled cases, including but not limited to the following:

1. Respond to the customer

2. Add an internal case note with relevant instructions for the case owner

3. Initiate a swarm on the case with relevant subject matter experts

4. Engage the CSM or AM if needed

         SupportLogic is an early warning system and should act as a force multiplier for your existing processes

______________

Step 1: Console

Take action on all cases in the console that contain inbound Needs Attention and Negative signals

Why Needs Attention and Negative Signals?
These signals represent the voice of the customer expressing a perception that their issues or concerns are not being addressed

What should I do with these cases?
Take steps to prioritize the cases as needed to drive an improved outcome for the customer

Step 2: Escalations

Take action all Escalation Predictions, Escalations Requests, and Active Escalations 

Why Escalation Predictions and Escalation Requests?
Escalation Predictions are cases that are at risk due to similarities to other escalations from your past. 

Escalation Requests are cases where the customer has specifically asked for an escalation. 

What should I do with these cases?
Take steps to prioritize the cases as needed to drive an improved outcome for the customer

Step 3: My Top cases

Take action on Backlog based on the list views in SupportLogic  (time permitting)

Which list views should I use?
We recommend starting with cases sorted by the lowest Sentiment Scores and highest Needs Attention Score

After that, you can move on to aging cases and pending replies from your team and aging cases

What should I do with these cases?
Take steps to prioritize the cases as needed to drive an improved outcome for the customer

Step 4: Alert

Take action on alerts to stay up to date throughout your day

What alerts should I configure?

Alert me when a negative or needs attention signal is detected on an inbound comment for any case that falls under my purview

What should I do with these cases?
Take steps to prioritize the cases as needed to drive an improved outcome for the customer

Alert Configuration: Alert #1

1. Go to My Alerts
2. Select + New Alert
3. Add all Negative and Needs Attention Signals
4. Add Message Type - Inbound
5. Add your Virtual Team

Optional Configuration: Alert #2

1. Go to My Alerts
2. Select + New Alert
3. Add Likely to Escalate
4. Add your Virtual Team
   
   

______________

Important Resources to bookmark:

Support Manager Workflow Instructions  - Step by Step guide for Support Managers

Support Manager Workflow Video - Video Guide for Support Managers

Alerts Configuration Instructions - Key Alerts to Configure

Global Filter Configuration - Configuring the Global Filter to view your Cases

SupportLogic Help Center - General SupportLogic Resources

______________

Conclusions

The SupportLogic workflows are intended to be quick and efficient.  Performing them a minimum of twice a day allows you to prioritize cases that may be at risk. Leverage SupportLogic to be proactive as opposed to reactive. This allows you to drive improved outcomes for your customers.  

______________

Success Plan Webinar

View Webinar

4 Step In-App Workflow

______________

Train the Trainer Slide Decks 

Prescriptive 4-step process  (PDF included below)

PowerPoint Editable Option - Prescriptive 4-step process (ppt included below)