Sean,
As far as surveys go, I advise companies to start with simpler tools
for gauging customer perceptions. The reason is that there are just so many ways a customer survey can go wrong. One the biggest ways it can go wrong is asking about the wrong satisfaction variables. If you haven't precisely identified exactly the few most important issues with your customers and addressed these in the survey instrument, you're probably not going to get good information back. And most companies don't really know what the most important issues are. Add to this problem the traps of writing confusing survey questions, using inappropriate response scales, not using valid methods to sample customers, sending the survey to the wrong person at the company, getting wrapped around the axle on statistical analysis of data, and you have "survey ****." Start simple, then try a quantitative customer survey when you feel very confident you've used the simpler tools to their fullest.
Open ended tools are especially good at capturing perceptions, because they are driven by the customer's concerns (not predetermined by the constraints of the survey instrument). Do open-ended tools produce quantitative data? No, but they can produce very timely and valuable information. ISO 9001:2000 simply asks you to define methods for obtaining and using information relating to customer perceptions. These satisfy that requirement and actually give you actionable information.
A very simple and effective tool you may want to consider is what I
refer to as a "call report." This is an open-ended tool that is typically performed by customer service personnel during existing customer telephone interactions. Another simple and effective tool is a "field report." This can also be open-ended, and it is typically administered by sales or technical people while they are on-site at the customer location. Both of these tools are discussed in this article of mine:
https://www.qualitydigest.com/nov01/html/customer.html. They're also discussed in great detail in my book, along with a number of other methods.
I've attached examples of the call report and field report tools.
Good luck,
CC
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Craig Cochran
Center for International Standards & Quality
Georgia Institute of Technology
[email protected]