DETAILS

01.
Planning

DETAILS

02.
Deployment

DETAILS

03.
Optimization
01

Planning

Solutions built just for you

The Blueprint Customer Success team works with our clients to fully understand their business goals and objectives. This enables us to design custom solutions with measurable KPIs.

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Stakeholder Alignment

Blueprint Team aligns with executive leadership on business goals and KPIs

Mutual understanding of your organization’s vision dictates remainder of planning process

Business Goals

Identify primary business goals to measure impact of deployment

Common goals:
- Increased Revenue
- Decreased CostsImproved Customer - Experience

KPI Definition

Define top 2 KPIs to measure

Establish benchmarks, targets, and process for measurement

Design implementation, including platform configuration, staffing, and engagement tactics, around these KPIs

02

Deployment

Seamless rollout with white glove service

You’ll never be on your own during deployment. Our Blueprint team walks you through every step of your progression roadmap and ensures thorough training for all members of your team.

Installation

Basic Installation and Configuration

Design Customizations

Overseer (Business Logic) Rules

Integration

Scope Technical Work for Required Integrations

- Analytics
- CRM
- Telephony
- Exports

Training

Virtual Training

Live Training

 Customized Training

Role Play & Engagement Practice

Launch

Production Go-Live

Launch Day Huddles

03

Optimization

Ongoing success throughout our relationship

Our relationship doesn’t end after deployment. The Blueprint team maintains a close relationship throughout your contract - ensuring that best practices are passed on and goals are being hit

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Adoption


Engagement Reviews

 Operator Coaching

Usage Tracking

Performance Reviews

Collaborative Analytics and Reporting Reviews

Benchmarking Against Historical Performance and Best-In-Class

Provide Recommendations for Improvement

KPI Tracking


Compare Performance Against Predetermined Benchmarks

Adjust Implementation Design Based on Impact to KPIs

Quarterly Business Reviews (QBRs)

Present Performance and Adoption for Prior Quarter

Re-Align on Business Goals for Upcoming Quarter

Review Next Phase of  Progression Roadmap

New Customer Onboarding

Sample: 1 year

With live chat, audio, and video, SaleMove allows you to engage your customers on the channels of their choice - decreasing customer effort and eliminating costly channel switches

Examples Blueprint team has established

Learn About CX, Going Beyond Chat and the Future of Engaging Your Customers

Learn more about SaleMove and the evolution of customer experience by downloading one of our Case Studies, White Papers, eBooks, and more.

new
White Paper Transitioning with Technology for Fiduciary Responsibility

Guide to Achieving Omnichannel Customer Engagement

A spectrum that takes businesses from Traditional Engagement to Omnichannel Engagement.
new
Infographics Video Chat Study

Omnichannel Customer Engagement

This infographic illustrates an optimal omnichannel customer journey.
new
White Paper Innovating Automotive Retail

From Contact
Center to Engagement
Center

What is an Engagement Center and what does it take to create a true Engagement Center?