customer success: tales from the front lines
TRANSCRIPT
CUSTOMER SUCCESS: TALES FROM THE FRONT
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DREW TAYLOR, VISIBLETHREAD
CUSTOMER SUCCESS MANAGER
VISIBLETHREAD USERS CONFERENCE 2016
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
THIS ISN’T YOUR GRANDFATHER’S DICTIONARY…
Customizable
keyword lists
User-defined descriptions & guidance
• 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:
REAL-WORLD USE CASES
FROM REAL VISIBLETHREAD CUSTOMERS
AVOIDING DANGER IN HVAC CONSTRUCTION
Turning this… Into this:
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
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?
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
HOW CAN VISIBLETHREADDICTIONARIES WORK FOR
YOU?
HOWEVER YOU WANT!
LIVE DICTIONARY DEMONSTRATION
•How to edit existing dictionaries
•How to create new dictionaries
•How to import keyword lists from Excel as a
dictionary