CSM Practice

JUNE 24, 2021

How valuable is Customer Success’s input in creating a solid product roadmap?! In the past, companies relied solely on the product management team to build and drive roadmaps. Shifting the Product Roadmap Ownership to Customer Success. What is a product roadmap? It was a one-team show.

Roadmap 59

Roadmap Customer Success Customer Centricity Presentation 59

ChurnZero

DECEMBER 6, 2024

Far too many customer success organizations know they need to start implementing digital customer success, but just dont know where or how to start. These outcomes include: Roadmaps for designing and developing future CS programs. Self-serve digital resources for customers to overcome technical issues.

Customer Success 52

Customer Success Touchpoint 2024 Social Media 52

Education Services Group

APRIL 25, 2021

In the third installment of our three-part series on the ESG Customer Success Maturity Model, I’ll share the characteristics it takes to Transform your CS organization into a proactive, predictive powerhouse (look at that alliteration!) of customer happiness and retention. The ESG Customer Success Maturity Model is not linear.

Customer Success 91

Customer Success White Paper Roadmap Customer Journey Mapping 91

Win the Customer

JANUARY 2, 2025

Identifying AI Opportunities: They must be able to identify potential applications of AI within the product roadmap to enhance CX, such as improving customer segmentation, personalizing product recommendations, and optimizing customer support workflows.

Management 59

Management Return on Investment Roadmap Metrics 59

Gainsight

MAY 14, 2019

A product roadmap is a high-level, visual representation of the direction your product offering will take over time. A good product roadmap will provide your colleagues and stakeholders with the “why” behind your product and should serve the following purposes: Lay out the overarching strategy. Executive-level product roadmaps.

Roadmap 81

Roadmap Presentation Sales Return on Investment 81

ChurnZero

MARCH 7, 2025

Additionally, 60% have solved a problem through a digital community, and 78% have engaged directly with brands at least once per quarter. For B2B SaaS companies, a strong community is a key component to building great customer relationships. The three stages of digital community platform evolution.

Roadmap 52

Roadmap Competitive Advantage B2B 2024 52

Amity

OCTOBER 31, 2016

Amity sat down with Sam Brennand , VP, Customer Success at Uberflip, to discuss Uberflip's company-wide culture of Customer Success, the growth and segmentation of his team, and the ways in which they consistently create value for their customers. I’m the VP, Customer Success here at Uberflip.

Customer Success 0

Customer Success Customers Definition Metrics 0

8x8

OCTOBER 17, 2018

Although the story is very positive, there is so much more potential, and modernizing communications can help unlock it. Aggregating the data from companies that have done this type of assessment with us, about 76% are still just starting their journey to higher levels of communication maturity. Modern communications are in the cloud.

Communication 73

Communication Contact Center Roadmap Demo 73

InMoment XI

JANUARY 10, 2023

CX operations, or customer experience operations, are all about the systems, automation, and lines of communication that make possible a unified, cross-functional approach to improving customer experience. Do you need a customer experience manager dedicated to managing this effort? Let’s find out.

Customer Experience 243

Customer Experience Management Touchpoint Net Promoter Score 243

ChurnZero

JANUARY 13, 2023

However, it’s tough to predict the future alone — so we asked Customer Success leaders across the industry to share their top trends for 2023. Second, the power of AI in customer experience will become more evident and accessible—an innovation we at ChurnZero have jumped on with the introduction of Customer Success AI.

2023 98

2023 Customer Success Chief Customer Officer Customer Journey 98

Totango

AUGUST 13, 2024

At Totango + Catalyst, we made a strategic decision to challenge the script on revenue priorities, empowering customer success managers (CSMs)—those mostly intimately aware of customer needs and goals—to own core renewals, expansions, and upsells. The results?

Customer Success 101

Customer Success Management Customers Leadership 101

Amity

MARCH 1, 2016

We sat down with Perry Monaco, Manager of Customer Success - The Americas, to discuss how Customer Success has evolved at LinkedIn over the last 5 years. How did you get started in Customer Success? When I first started at LinkedIn, the concept of Customer Success existed but the label did not.

Customer Success 91

Customer Success Customers 2003 2011 91

Retently

MARCH 10, 2022

Customer Success and Churn. Great customer success is perhaps the single greatest defense you have against high churn. Some of the areas where the churn rate is affected most significantly are during the Onboarding, Product Adoption, Customer Retention , and Product Expansion stages. Offer product demos.

E-support 147

E-support Poor Customer Service Customer Success Customers 147

Amity

JANUARY 9, 2019

With Elizabeth's permission, we are republishing and sharing it with our community. One of the most exciting aspects of developing customer success strategies is looking at how Customer Success is (or should be) integrated with other areas of the organization. As a first step, let’s examine the causes.

Customer Success 81

Customer Success Leadership Customer Journey Metrics 81

Amity

JANUARY 30, 2018

Maheen Memon is the Director of Customer Success at Nulogy. Throughout her career in Customer Success, she’s had the opportunity to try a couple of things and has picked up some life-saving best practices along the way. We invited Maheen to the Amity office to present at one of our monthly Customer Success events.

Customer Success 69

Customer Success Social Media Roadmap Sales 69

ChurnZero

SEPTEMBER 20, 2019

Q&A: How to Build Effective Customer Success Plans. Every Customer Success Plan has a secret sauce that turns it from just a plan on paper to something a team can actually execute and deliver successfully. She has become the “go-to” person for building the ultimate Customer Success model.

Customer Success 66

Customer Success Roadmap Webinar Customers 66

ChurnZero

APRIL 22, 2022

Did you hear that ChurnZero’s Customer Success team are finalists for a 2022 CODiE Award, the software industry’s only peer-recognized awards program? We’re in the running for Client Success Team of the Year. As a Customer Success company, this award couldn’t be closer to our hearts. this October.

2022 98

2022 Customer Success Roadmap Events 98

Totango

DECEMBER 28, 2021

Here we’ll look at four proven strategies for reducing customer churn. They encompass how you manage your customer success team as well as how you interact with customers and incorporate customer data into your renewal process and product roadmap. Invest in Your Customer Success Team.

Net Promoter Score 102

Net Promoter Score Roadmap Seminar NPS 102

Totango

NOVEMBER 27, 2023

This shift presents a compelling opportunity for B2B enterprises to invest in tailor-made tools for their post-sales organizations and customer success (CS) teams. Forrester recognizes the value customer success platforms can provide to B2B companies looking to foster retention, growth, and advocacy.

Customer Success 98

Customer Success 2023 B2B Customer Relationship Management 98

ChurnZero

OCTOBER 16, 2020

Whether Customer Success or Sales should own the renewal, expansion, and upsell is a hot-button issue in today’s SaaS sphere. This Customer Success showdown, which took the form of an Oxford-style debate, was held at BIG RYG, ChurnZero’s annual Customer Success conference.

Sales 98

Sales Customer Success Customers Customer Relationships 98

ChurnZero

SEPTEMBER 25, 2020

The first installment outlined the significance of (and ramifications of not) marrying your Customer Success and Product teams, how to spot the misaligned warning signs, and decoding each team’s unique working style.]. Fix Communication Breakdowns With Formalized Feedback. Prime Product for Customer Conversations.

Customer Centricity 76

Customer Centricity Customer Success Roadmap Feedback 76

Amity

FEBRUARY 10, 2017

Amity had the chance to sit down with Peter Armaly, Principal Transformation Advisor at Oracle Marketing Cloud to find out how its Customer Success philosophy is evolving, and how it has managed to keep the customer at the heart of its work throughout its evolution. How did you get started in Customer Success?

Customer Success 80

Customer Success Marketing White Paper Net Promoter Score 80

Experience Investigators by 360Connext

JANUARY 10, 2023

You made these goals part of your Customer Experience Success Statement , which helped those in your organization understand not only know what’s most important for the year, but also how to communicate and measure that success. Leaders started seeing how their goals were supported by a stronger customer experience.

2023 143

2023 Customer Journey Mapping Customer Experience Customer Journey 143

CustomerSuccessBox

DECEMBER 4, 2019

How Customer Success can lead to Product Stickiness. Be a trusted advisor: CSMs are the trusted advisor for the customer and customers look up to the CSMs to know more about how the product/service can solve their problem. Value Communication + Stakeholder Engagement: Last but not the least- value communication.

Customer Success 59

Customer Success Roadmap Return on Investment Definition 59

Totango

APRIL 12, 2022

At Totango’s 2022 Global Executive Forum , customer success leaders from around the world came together to connect with their peers, share ideas and learn about new products and opportunities. Top 10 Insights from Customer Success Executives. The Customer Comes Before the Product. Design and Run All-in-One .

2022 88

2022 Customer Success Insights Customer Journey 88

ChurnZero

JUNE 26, 2020

It’s easy to get overwhelmed or stumped when you’re not sure where to start, especially when purchasing a newer product, such as Customer Success software, for the first time. Poorly phrased or missing questions and unclear instructions lead to communication friction and subpar responses from vendors.

Customer Success 98

Customer Success Demo Net Promoter Score Roadmap 98

Gainsight

DECEMBER 19, 2023

Comeet’s approach to scale is centered on fostering streamlined internal communication. By keeping all teams – from sales to support and CSMs – aligned and informed from a platform which can flexibly deliver their unique information needs, Comeet is able to ensure a seamless transition for the customer at each stage of their journey.

Customer Journey 97

Customer Journey Customer Journey Mapping Roadmap Customers 97

Totango

DECEMBER 3, 2020

Looking back at the 2020 Customer Success Salary Report , this year has also had a particularly influential effect on the Customer Success (CS) Industry. As compared to 2019, companies are increasingly growing their Customer Success teams to maximize retention and drive growth from existing customers. .

2020 65

2020 Customer Success Net Promoter Score Document 65

Alida

SEPTEMBER 22, 2016

To launch an insight community successfully requires strategic planning, such as gathering stakeholder buy-in and consulting brand guidelines. The first activities in your community are just as critical because they set the tone for future communications. High engagement in online communities doesn’t happen by accident.

2016 267

2016 Innovation Marketing Insights 267

ChurnZero

FEBRUARY 26, 2021

Is your Customer Success team: Butting heads with Sales during onboarding. Getting bombarded by Marketing for unrestricted customer access. Put simply, Customer Success does a lot of things for a lot of people. ChurnZero vRYG panelists included: Sana Farooq , Director of Customer Success, FloQast.

Customer Success 59

Customer Success Management Roadmap Feedback 59

Gainsight

FEBRUARY 29, 2024

Partner Success has been long talked about in Customer Success programs, but it’s had limitations in practice due to technology constraints like data security requirements and lack of Customer Success capabilities among partners. Just make sure they work those activities and communicate back results.

Customer Success 52

Customer Success Webinar Roadmap Customers 52

Amity

JULY 18, 2016

You’ve probably read your fair share of information online about Customer Success. Specifically -- and especially -- if you are a SaaS company, there are several articles, whitepapers, webinars and blog posts that state how critical Customer Success is to your company’s survival. WHAT is SaaS Customer Success?

Customer Success 66

Customer Success Metrics E-support Leadership 66

Retently

OCTOBER 23, 2024

While the buyer journey lays out the roadmap for customer success, surveys help identify the hidden bumps along the way. They reveal pain points, areas for improvement, and opportunities to delight customers – whether it’s right after a purchase or a few weeks into product usage.

Retail 109

Retail NPS Touchpoint Feedback 109

Gainsight

MAY 3, 2020

Last week we were treated to a lively conversation with Eric de Jager, President at Harbor Products Group, and our very own Tyler McNally, VP of Customer Experience who really proved how vital it is for Product Leaders and Customer Success leaders to partner during these uncertain times. Efficient and Scalable Communication.

Customer Success 59

Customer Success Roadmap ROI Sports 59

Gainsight

MARCH 18, 2021

At first glance, there isn’t much overlap in product marketing and customer success teams’ day-to-day responsibilities. They usually sit in different areas of the org, report to other functional leaders, and are held to unique success measures. Enter customer success.

Customer Success 93

Customer Success Touchpoint Roadmap Customers 93

Totango

MARCH 12, 2019

It’s a critical time that can either cement loyalty or lead to customer churn. The good news is that onboarding in the digital era has become easier; interactions happen faster, communication is streamlined, and customer success software can notify you of important events. Automate a variety of campaigns.

Roadmap 80

Roadmap Fashion Measurement Customer Success 80

Amity

DECEMBER 14, 2016

In the always-on world of SaaS, the role of customer success varies across companies and industries. There are even more functions beyond those, but the point is: customer success is still being defined. Below is a preview of how the team at InVision defines customer success. Monday is that day for me.

Customer Success 84

Customer Success Management Roadmap Events 84