Res/Cpg Best Practices Training

A 30 minute phone call between an entitled client and an analyst

A review of a presentation, marketing materials or other documents, not to exceed 20 pages

Provide content for a proactive push to an unengaged seatholder

A review of a vendor contract where the analyst can provide advice regarding industry pricing and standard SLAs

A research request received from an entitled client to help find published research

With analyst approval, a written response to a client question/inquiry

Core, Gartner for IT Leaders, Industry Services, EITL/ESCL

Core, Gartner for IT Leaders, Industry Services, HTTP, and Supply Chain

Gartner for IT Leaders, Gartner Invest, Industry Services, HTTP, and Supply Chain

Core, Gartner for IT Leaders, Industry Services, HTTP, and ExP

Geographical regions

IT disciplines

IT roles

Closes Inquiries, Client Satisfaction via Quick Value Rating Survey, and the number of recommended resources (i.e. research notes, analyst conversations, etc.)

Client Satisfaction via Quick Value Rate Survey only

Closed & Scheduled Inquiries, Client Satisfaction via Quick Value Rating survey, and Inquiry Cycle-Time (ICT)

Priority

Region

Due Date

Aging

Untouched

Point of Contact, Outcome, Specific, Email trail, Due Date

Person submitting the inquiry, Outcome, Specific, Expectation Set, Date of submission

Point of Contact, Outcome, Specific, Expectation Set, Due Date

True

False

True

False

True

False

Yes

No