Customer Engagement Roles Matrix

Resource Overview

A roles matrix to help you organize your Customer Engagement efforts.


Related Resources

Your Problem

You need to organize your Customer Engagement efforts across different departments.

Our Solution

We created the Customer Engagement Roles Matrix to help organizations improve their Customer Engagement efforts across 6 categories: Roles, Responsibilities, Processes, Technology, Content and Metrics. 

This roles matrix was designed with Customer Engagement best practices in mind. It should be used to audit your current capabilities and ultimately help you document an action plan for each of the following stakeholders: Senior Management, Customer Success, Sales & Account Management, Sales Operations, Demand Generation, Strategic Communications, Product Management and Customer Care.


Key Benefits

  • improves Customer Engagement processes
  • helps you audit current Customer Engagement capabilities
  • provides a baseline for maturity


Microsoft PDF Document

Estimated Time Required: 5 Hours

Skills Required: Analysis