skmbt_c35213103014070
TRANSCRIPT
Enable Macros before Completing Guide
Fields in Red Font are Mandatory to be Completed
Customer InformationName: Date
(MM/DD/2013):Company: Title:
Phone Number:
Email:
Address: Address 2:
Address 3: City:
Postal Code: Country:
Account
Position: O ExecutiveO DirectorO Manager O Individual Contributor
EATON
Discussion Leader:
Discussion
Partner:
E #
Email:E
Segmentl(check all that apply, 'refer to the ‘Segment Definitions’ tab tor descriptions of the Corporate Segments)
Corporate Segments□ Alternative
Energy*□ Government*□ Oil and Gas*□ Manufacturing
OEM*Industrial□ Mining Metals & Cement
□ Marine & Offshore□ Automotive□ Airport & logisticspi Food & beverage (Process and ^ Packaging)Q Chemicals/Pharma□ Other industrial constructionConstruction
□ Residential construction
□ IT and Data Cntrs.□ Other commercial
Constr.
Infrastructure□ Power utility
Other infrastructure
□ N/A
□ Other (specify)
Customer type
O Brand labeled OEM O ET distributor OlT distributor O Other (specify)O UserO EPC Contractor (turnkey) O Contractor (installer)
O ConsultantO M OEM (machine builders) O E OEM (panel builders
)current
Length of relationship between customer (person
interviewed) and Eaton:
How long has this customer been at his/her position?Less than a year 1 - 5 years 6 -10 years 11-15 years 16 + years
ooGo
o
Contact's Function
o Owner Oo General
Manager O Engineering
o Finance O Manufacturing/Gperations
o Human Resources O Product Planning
c Env Health 8 Safety o Project/Program
P.lanagement
o IT o Purchasing/Mater
Electrical Sector EMEA
Region (check one only)Central & East Europe
O Bulgaria, Romania O Czech Republi
c, Serbia, Slovakia O Hungary O Polan
d O Turkey O Ukraine
DACH-RO AustriaO Germany, Switze
rland O Russia
Middle-EastO Gulf countries O KSA (Saudi
Arabia)
O Levant countries (Syria, Lebanon, Jordan) O UAENorth Europe Africa
0 BeNeLuxQ Denmark
0 Finland0 IrelandO Latvia 0 Norway0 Sweden
0 UKSouthwest
Eurooe0 FranceO Greece0 IsraelO Italy
O Portugal0 Spain
In the past, have you interviewed this.
fi Account (i.e. Company Electrica!)
1 1 Customer (i.e. Bob MDer)
P Neither, first fame for Account
Account Status
O Growth Potential
O At-Risk
O Mature
Sales Generated from Customer:
Approximate Prior Year
O
o
o
CRR Discussion Topics
For each discussion topic, ask how well are we doing and if our customer has noticed improvement. Ask for specific ideas for future improvement Ask them how EATON compares with our competition and ask who does it better.
Current Product Quality and Performance• Complies with
requirementsVmeets specifications HOW well does Ihe quality Of our products and • Availability of product • Packaging services meet your
needs? • Reliability of delivery times • Ease of installation• Delivered quality of product and shippingWhat, specifically, can we do to
improve?How well are we doing in this area?
02 03 04 05very poorly very wellHave we improved in this area?
O declined Osame Oyes
What do we do well in this area?How do we compare with our competition
01 02 03 04 05 worse than
better thanWho does it better? Why?
Pre-order/Order Support• Sales/service availability • Can-do
attitude Do we support you effectively? • Drawing approval/timeless• Issue resolution/follow through• Sense of urgency/responsiveness to questions on time
What specifically, can we do to improve?How well are we doing in this area?
01 02 03 04 05
very poorty very wellHave we improved in this area?
O declined O same O yes
What do we do well in this area?How do we compare with our competition
01 02 03 04 05worse than better thanWho does it better? Why?
For each discussion topic, ask how well are we doing and if our customer has noticed improvement. Ask for specific ideas for future improvement. Ask them how EATON compares with our competition and ask who does it
CRR Discussion Topics
better.
Post - order Support • After - order support How well do
we provide you with appropriate • Start - up support life - cycle support? • Warranty support
What, specifically, can we do to improve?
How well are we doing in this area?
01 02 03 04 05very poorly very wetl
Have we improved in this area?
O declined O same O yes
What do we do well in this area?How do we compare with our competition
01 02 03 04 05worse than better than
Who does it better? Why?
Innovation• Understanding your needs •
Providing technical How well do we demonstrate an innovative • Bringing new ideas leadership approach to support your business
objectives? • Developing the right products• Providing complete solutionsWhat specifically, can we do to improve?How well are we doing in this area?
01 02 03 04 05very poorty very wellHave we improved in this area?
O declined O same O yes
What do we do well in this area?How do we compare with our competition
01 02 03 04 05worse than better thanWho does it better? Why?
For each discussion topic, ask how well are we doing and if our customer has noticed improvement Ask tor specific ideas for future improvement. Ask them how EATON compares with our competition and ask who does it better.
CRR Discussion Topics
Business RelationshipHow well does our relationship add value 10
your business? • Supporting you in all the markets you serve/helping you grow your business
• Life-cycle costs • Brand name• Understanding your expectations • Supporting your goalsWhat, specifically, can we do to
improve?How well are we doing in this
area?
01 02 03 04 05very poorly very wenHave we improved in this
area?
O declined O same O yesWhat do we do well in this area?
How do we compare with our
competition? 01 02 03 04 05worse than better than
Who does it better? Why?
CommunicationHow well do we provide you with * Frequency and format of communication • Shipping
updates J information that impacts your business? • Sales literature, tools and website • Other (related to other topics)
• Product launches and updates• Price list/terms and conditionsWhat specifically, can we do to improve? How well are we doing in this
area?
0 1 0 2 0 3 0 4 0 5very poorly very wellHave we improved in this
area?
O declined 0 same O yes
What do we do well in this area? How do we compare with our competition? 0 1 0 2 0 3 0 4
0 5Who does it better? Why?
CRR Open-ended Questionsleft of the topic
□Current Product Quality and Performance
□Pre*order/Order Support
□Post-order Support
□Innovation
□Business Relationship
□Communication
Measure PerformancHow is Eaton's performance in each
of these areas?Very Poorly
Very WelOi 02 0
304
05
Oi 02 03
04
05
01 02
03
04
05CMOo
03
04
05
o 03
04
05
Capital UtilizationEnergy Efficiency/ Reduction in Energy Costs
Risk Mitigation
Safety
Sustainability (Green)
"‘Btisinn-.’; Attribute Definitions:Capital Utilization: Using capital more effectively with equipment that works longer and better and/or doing more
with less equipmentEnergy Efficiency/ Reduction in Energy Costs: Reducing
operating costs through effective power management and maintenance strategies.
Risk Mitigation: Reducing the nsk of construction delays and costs overrunsSatefy: Identifying and mitigating electrical hazards to
Rank orderAsk your customer lo rank order each of the discussion topics ( 1 *mcst important. 2=seccnd most important and so on) Flace the appropriate number m the box to the
Rank OrderHow Important is the attribute below to your business?(‘See definitions below)(1»most important)(5-leaat important)
proted what is importantSustainability (Green): Doing business In ways that enable future generations to meet their own needs
CRR Open-ended Questions - continued
Which trends in your industry might affect the products and
services youll need from us in the future? Which of your customers' needs are/will you have the most trouble fulfilling?If you have purchased services from Eaton Electrical EMEA, please comment on your experience._
How likely would you be to recommend Eaton as a supplier?
O Very likely Please comment:
o
O Not sure
o
O Not at all likely
Who else in your organization might have input that we
should discuss? Name Title Contact
info.
How do you feel about this discussion?CRR Action Planning
Customer expectations of our actions
Now that you have completed the discussion around the topics and open ended questions, ask your customer to help you understand their expectations Be careful to manage those expectations so that we don't identify actions that we are unable to take The goal here is to align the actions take to our customers’ expectation
Current Product Quality and Performance____________
Pre - order and Order Support
Post - order Support
Innovation
Business Relationship
Communication
Other areas of expectations