customer success: tales from the front lines

11
CUSTOMER SUCCESS: TALES FROM THE FRONT LINES DREW TAYLOR, VISIBLETHREAD CUSTOMER SUCCESS MANAGER VISIBLETHREAD USERS CONFERENCE 2016

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Page 1: Customer Success: Tales from the front lines

CUSTOMER SUCCESS: TALES FROM THE FRONT

LINES

DREW TAYLOR, VISIBLETHREAD

CUSTOMER SUCCESS MANAGER

VISIBLETHREAD USERS CONFERENCE 2016

Page 2: Customer Success: Tales from the front lines

VISIBLETHREAD’S “SECRET” SUPERPOWER

Click here to open up whole new worlds of possibilities

If you’re not using dictionaries, you’re

ignoring a huge part of VisibleThread’s

power

Page 3: Customer Success: Tales from the front lines

THIS ISN’T YOUR GRANDFATHER’S DICTIONARY…

Customizable

keyword lists

User-defined descriptions & guidance

Page 4: Customer Success: Tales from the front lines

• Shredding RFPs for compliance requirements

• Identifying risk factors in RFPs prior to bid/no

bid decision

• Finding “bad language” (clichés, contract

liability, etc.)

• Locating NAICS codes, FAR clauses, and many

more…

DICTIONARIES HAVE ENDLESS APPLICATIONS:

Page 5: Customer Success: Tales from the front lines

REAL-WORLD USE CASES

FROM REAL VISIBLETHREAD CUSTOMERS

Page 6: Customer Success: Tales from the front lines

AVOIDING DANGER IN HVAC CONSTRUCTION

Turning this… Into this:

Page 7: Customer Success: Tales from the front lines

AVOIDING DANGER IN HVAC CONSTRUCTION

How do VisibleThread dictionaries help this company avoid risk while remaining successful and disaster-

free?

Identifying hazardous materials and ensuring their

safe removalFinding risk factors that could lead to increased costs, injury

or disaster

Page 8: Customer Success: Tales from the front lines

BUILDING A BETTER SUPERCOMPUTER

Compiling information gathered by four custom

dictionaries:

• Technical requirements

• Product descriptions

• Proposal objectives

• Key formatting factors

How does this company use VisibleThread to improve their productivity and proposal quality?

Page 9: Customer Success: Tales from the front lines

BUILDING A BETTER SUPERCOMPUTERBut it’s not just dictionaries…

Color Team Reviews

Clear Language reports to ensure readability

Acronym Checker reports to guarantee consistent acronym usage

“White Glove” ReviewConcept Tracking and Discovery to

compare their proposal doc to the RFP

Document Compare to check their proposal for integrity following

revisions and edits

Page 10: Customer Success: Tales from the front lines

HOW CAN VISIBLETHREADDICTIONARIES WORK FOR

YOU?

HOWEVER YOU WANT!

Page 11: Customer Success: Tales from the front lines

LIVE DICTIONARY DEMONSTRATION

•How to edit existing dictionaries

•How to create new dictionaries

•How to import keyword lists from Excel as a

dictionary