- Review your customer's latest press releases so you are
up-to-date on their business
- Read your customer's Annual Report to learn about strategy,
priorities, organization and performance
- Review your customer's About Us page or In the News pages to
learn about initiatives
- Use on-line sales intelligence tools (i.e., Hoovers reports) to
gather company overview information, leadership profiles, corporate
challenges, etc.
- Google their name along with key phrases like "Ford Motor
Company, Customer Service"
- View their social networks (i.e. LinkedIn, Facebook,
Twitter)
Additional questions to consider:
- What are the organization's top customer service initiatives
according to the annual report?
- What are the organization's hot points / key challenges
according to the annual report, blogs, reviews, PR, etc.?
- What are the key financial objectives for the business? How
well is the organization performing against these objectives?
- Is the organization operating in a highly regulated industry
and has the organization incurred any significant penalties or
revenue loss for poor customer experience, non-compliance or been
subject to any Fraud?