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Customer Details

Company Name
Contact Name
Job Title
Telephone Number
Email Address
Account Manager's Name
Services Provided  Field Maintenance
 Remote Monitoring
 On Site Engineering
 Outsourced Helpdesk

Section 1 – Account Management (Customer Relations)

Level of communication  Poor   Good   Excellent
Knowledge of Product & Service  Poor   Good   Excellent
Dealing with problem issues  Poor   Good   Excellent

Section 2 – Accounts Department

Accuracy of invoices  Poor   Good   Excellent
Invoices clearly and sufficiently detailed  Poor   Good   Excellent

Section 3 – Call Logging

Friendliness  Poor   Good   Excellent
Professionalism  Poor   Good   Excellent
Waiting time for answering calls  Poor   Good   Excellent

Section 4 – Field Engineering

Technical Competence  Poor   Good   Excellent
Professionalism  Poor   Good   Excellent
Appearance  Poor   Good   Excellent
Attendance within SLA Time  Poor   Good   Excellent

Section 5 – Logistics (Parts ordering, providing loans & workshop repair)

Updates on orders and repairs  Poor   Good   Excellent
Turnaround time for workshop repair  Poor   Good   Excellent
Lead times on parts  Poor   Good   Excellent

Section 6 – Outsourced Helpdesk/SupportNet (if applicable)

Technical capability  Poor   Good   Excellent
Professionalism  Poor   Good   Excellent
Dealt with within SLA  Poor   Good   Excellent

Section 7 – On Site Engineering (if applicable)

Attitude & Professionalism  Poor   Good   Excellent
Technical Ability  Poor   Good   Excellent

Section 8 – Remote Monitoring (if applicable)

Management & Monitoring of your Server  Poor   Good   Excellent
Technical Competence  Poor   Good   Excellent
Escalating & Resolving efficiently any system errors  Poor   Good   Excellent