In August 16th 2017, Forrester Research published an official report titled: “How To Build A Viable B2B Customer Health Assessment”
In this Report, Forrester selected two formulas among a list of these companies
- Adobe
- Alfresco Software
- BMC Software
- ChurnZero
- Cisco Systems
- Customer Success Association
- Pro
- An education software maker
- eSpatial
- FDB (First Databank)
- Gainsight
- Hewlett Packard Enterprise
- IBM
- Infogix
- Kahuna
- Okta
- RainKing
- A recruiting software vendor
- reDock
- ServiceSource
- Shift Health
- Totango
- Workbooks
- Zycus
Among these 24 companies, two companies were selected by Forrester team as “best examples” of customer health assessment
The first one of these two assessments is the one I created for my current employer
I captured the screen shots that feature my formula from this Forrester Report
- The first one explains the formula in broad explanation
- The second one features the three color coding criteria
I posted my formula in a previous post, it can be viewed here
For readers who are interested in downloading this Forrester report, it can be accessed here.