CUSTOMER DISCOVERY TOOL

Play	Secure SD-WAN
Section	5.0	Customer Insights
Sub-Section	5.2	Customer Discovery Tool
Content Owner	GSSI +Segment SME
Content Owner Name

Customer Discovery

Comprehensive customer data covering valuable information at the account and architecture level should be completed by the account team for each account. It can be accessed here. It is important to keep this information accurate and up to date as it is leveraged for offer targeting (propensity modeling) as well as Play and Offer Wallet calculations.

Customer Discovery: Offer Wallet or Targeting

Customer Discovery for Targeting:

Customer Discovery for Offer Wallet

Comprehensive customer data covering valuable information at the account and architecture level should be completed by the account team for each account. It can be accessed here. Offer Wallet questions are “pre-populated” for most customers, using estimates based on customer size and industry. When the account team updates the Offer Wallet Discovery questions, it becomes a “Validated” Offer Wallet.

Customer Discovery for Offer Wallet

One item to note: Enterprise Networking has no Offer Wallet Discovery Questions. They are all contained in General Discovery.

Help

Help screens are evolving and will reflect questions asked, and lessons learned, over the lifetime of the tool. We have two main focus areas: Help for Account mapping issues and Help for Definitions.

Help:

Help screens are evolving and will reflect questions asked, and lessons learned, over the lifetime of the tool. We have two main focus areas: Help for Account mapping issues and Help for Definitions.