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Tips for issuing proactive alerts with your sales teams

Most customers don’t respond to surveys. How do you follow up with customers who do not tell you they are unhappy? A proactive alert is a system that allows companies to forecast which customers may be similarly dissatisfied. As a method to optimize customer experiences, proactive alerts and organized follow up should be considered when:

  • Sales and account management resource are open to receiving alerts for up-sell/cross-sell opportunities.
  • Companies believe a poor customer interaction (e.g., support call, delivery, installation, etc.) will negatively impact the customer relationship in the future.
  • Follow-up processes are already in place and/or part of the company’s culture.
  • Account teams need or desire a reliable avenue for prioritizing customer activities.
  • Firms want to counter and compensate for diminishing customer survey response rates.

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Walker Weekly

Walker is a consulting firm specializing in customer experience. Helping businesses for more than 75 years, Walker’s diverse team of consultants provides tailored, comprehensive solutions to help companies achieve their business objectives and grow shareholder value. Walker specializes in customer retention and growth, using predictive analytics and other innovative approaches. Walker works with some of the world’s most influential businesses as well as emerging organizations of all sizes. For more information, please visit

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