Core Utilization Report for QuorumDMS

We are introducing a Core Utilization report specifically designed for QuorumDMS, targeting both QAnalytics and QInsights users. This report aims to support the Customer Success and Account Management teams in assessing the usage of our core software by customers. By analyzing utilization data, we can identify areas that require focus or training, as low utilization often leads to potential churn and customer dissatisfaction.

Purpose and Information Included:

The Core Utilization report serves the following purposes and includes the following information:

• Overall Utilization Assessment: The report provides an overview of how well customers are utilizing our core software, QuorumDMS. It highlights the level of engagement and usage, helping the Customer Success and Account Management teams identify areas where additional support or training may be required.

• Usage Trends: By monitoring utilization over time, the report enables the teams to observe trends and patterns in customer engagement. This information helps identify dealers who may require proactive engagement due to declining utilization after a new install or training period.

• Utilization Checklist and Project Files: The report incorporates a utilization checklist template and project files, which provide a structured approach to understanding the specific utilization goals and requirements of each customer. These documents help align customer expectations and guide the assessment process.

Main Audience:

The Core Utilization report is primarily intended for the following user groups within Quorum:

• Account Management: To assess customer utilization and identify opportunities for improvement and support.

• Training and Implementations: To understand the effectiveness of training programs and identify areas for additional training or interventions.

Importance:

This report is critical for ensuring customer satisfaction and reducing churn. By proactively identifying low utilization and engaging with customers, we can address potential issues, provide targeted training, and improve customer retention. It plays a vital role in monitoring the success of software implementations and guiding ongoing customer support efforts.