QuorumDMS Core Utilization Report for Customer Success and Account Management

We are excited to introduce the QuorumDMS Core Utilization report, designed for both Q Analytics and Q Insights users. This report aims to support the Customer Success and Account Management teams in assessing how effectively customers are utilizing our core software, QuorumDMS. By analyzing utilization data, we can identify areas that require focus or training, ultimately reducing the risk of churn and improving overall customer satisfaction.

Purpose and Information Included:

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

• Usage Assessment: The report provides a comprehensive analysis of how well customers are utilizing our core software. It highlights the extent of their engagement and identifies any areas that may require additional focus or training.

• Churn Risk Identification: Low utilization is often an indicator of potential churn, as it suggests customers are not effectively utilizing certain features or aspects of the software. The report helps identify customers who may be at risk and enables proactive engagement to address their concerns and improve satisfaction.

• Post-Installation Evaluation: The report serves as a valuable tool for assessing customer performance and usage following the initial software installation. By monitoring utilization trends, the report identifies whether customers continue to use the software as they were trained, allowing the teams to intervene and provide support if low utilization is observed.

• Utilization Checklist and Project Files: The report incorporates a utilization checklist template and project files, providing a structured approach to understanding each customer's specific utilization goals and requirements. These documents aid in aligning customer expectations and guiding the assessment process.

Main Audience:

• The QuorumDMS 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 evaluate the effectiveness of training programs and identify areas for additional training or interventions.

Importance:

The QuorumDMS Core Utilization report is of critical importance. It enables the Customer Success and Account Management teams to proactively address low utilization, reduce churn, and enhance overall customer satisfaction. By tracking post-installation utilization, the report facilitates ongoing support and ensures customers maximize the value of the software.