WorksheetsCustomer Evidence Refresher
Total questions: 25
Worksheet time: 19mins
What is customer evidence?
A tailored customer success story program that empowers customers to showcase their organization as an innovator using the latest Microsoft 365 technologies to achieve business goals.
A tailored program that empowers customers to share best practices on how to implement Microsoft Exchange
A tailored program that enables customers to complete their zero trust strategy
What is the evidence release agreement?
An agreement that states that Microsoft will only publish what the customer approves. This document needs to signed by the customer before participating in the customer evidence program.
An agreement between the customer and their partner listing out the in scope items part of the statement of work
How many evidence types are there?
6
9
5
4
What are the different types of customer evidence?
Public case study & Quotes
Customer logo, quotes, customer references
Logo, customer reference, quote, analyst discussion
Public case study, customer quote, logo, video, customer reference, analyst discussion (i.e Gartner)
What is required from the customer in order to provide customer evidence?
Signed Evidence Release Agreement
Signed Statement of Work
Signed Asset Allocation Agreement
Which evidence type DOES NOT require a signed ERA?
Public Case Study
Customer Quote
Logo
Analyst Discussion (Gartner)
What type of evidences count towards our OKR?
Case studies
Logos, quotes
Analyst Discussion
Videos
What is the number one responsibility of a PM during the customer evidence lifecycle?
Asking the customer and nominating them on the customer evidence form
Ensuring the CSAs is engaged
Making sure the account team provides a discount
What is the link to nominate a customer for evidence?
Who can fill out the customer nomination form?
Select all relevant answers
CSA
GBB
Customer
CxE PM
When should you introduce the customer evidence program to the customer?
(Select all relevant answers)
First initial call
End of the engagement
Mid-way through the engagement
Never, we have already have enough
What are the next steps after the evidence release agreement is signed or customer agrees to be evidence?
Internal call with marketing team to share organizational benefits achieved through deploying Microsoft security technologies
1 hour interview with the customer
1 hour meeting with the partner team
Is there a single pane of glass dashboard to understand published and in progress customer evidence?
Yes
No
What is the link for the customer evidence PowerBI dashboard?
Where our public case studies published?
If a customer participates in our case study process, are they automatically a customer reference?
No
Yes
As a PM, are you required to be on the customer interview call?
Yes
No
Optional but recommended
What is the Evidence OKR for Defender for Cloud & Microsoft Sentinel?
8
9
10
6
How many case studies have been published for Microsoft Defender Cloud and Microsoft Sentinel this fiscal?
6
5
9
11
What makes a good customer story or video?
Typical use case, dull office, boring workspace, realized technical outcomes,
Vision for digital transformation, top brand & Innovator, realized business outcomes, aligned for top priority industry
Interesting solution/use case with multiple products, recognizable
What is the next step after the customer completes the interview?
Case study is published
Writer begins drafting the story
We meet internally
The story is staged in our publishing tool
Should a PM review the technical write up?
Yes
Naaa
Does the customer who provided evidence receive credits that go towards the private community badge?
Yes, 1 credit for security product mentioned
Yes, 1 credit for the overall story
No, private preview community has nothing to do with customer evidence
How many credits are needed for a customer to obtain a badge?
1
3
5
7
Besides the badges, does the marketing team provide customers a gift after they participate in our customer evidence program?
No
Yes
Maybe?
