CSM Magazine

NOVEMBER 6, 2024

Start with a project management plan template that includes: A detailed scope statement outlining deliverables A work breakdown structure dividing tasks into manageable work packages A resource management plan allocating team members effectively Your project plan is a living document that will guide every decision and action moving forward.

Customer Satisfaction 52

Customer Satisfaction Management Document Roadmap 52

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. A Digital Execution Engine is Key.

2022 88

2022 Customer Success Insights Customer Journey 88

Gainsight

JANUARY 17, 2020

So we asked 10 experts the following questions to learn more about how they collect and prioritze customer feedback: What are some of the effective ways you collect feedback? How do you work with your customer-facing teams to gather feedback? How do you prioritize what feedback gets incorporated into the product roadmap?

Feedback 117

Feedback Roadmap Demo ROI 117

Gainsight

SEPTEMBER 20, 2019

As you complete the exercise above for each issue and product opportunity, thoroughly document your findings. As your team lays out the product roadmap for a period of time (quarter, cycle, sprint, etc.), The post Use This Framework to Unblock Your Product Roadmap appeared first on Customer Success Software | Gainsight.

Roadmap 58

Roadmap Webinar Document Definition 58

ChurnZero

APRIL 11, 2024

Every customer success leader I know is being asked to do more with less. Being asked to do more with less has turned the concept of digital customer success from a nice-to-have to a must-have. Being asked to do more with less has turned the concept of digital customer success from a nice-to-have to a must-have.

Customer Success 52

Customer Success Document Customer Journey Mapping B2B 52

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. Document every customer interaction and automate tasks.

Roadmap 80

Roadmap Fashion Measurement Customer Success 80

ChurnZero

MAY 22, 2024

I find that saying the term “digital customer success” in our industry almost always garners one of two responses from CS professionals. Now, there’s absolutely nothing wrong with customer marketing, but that’s just a tiny portion of what we’re really talking about here. or their eyes light up. What the heck do those mean?

Customer Success 52

Customer Success Roadmap Net Promoter Score Touchpoint 52

Gainsight

OCTOBER 22, 2020

As one team, we provide relevant guidance to users when they need it, whether it is through documentation or inside the product. With a finance background, I am focused on developing our Revenue Optimization solutions, which connects Customer Success to revenue. . Mornings are dedicated to team and customer collaboration.

Management 98

Management Roadmap Document Customer Centricity 98

Amity

OCTOBER 12, 2017

After spending over 15 years in Customer Success, I have however recognized some distinct patterns in how the best Customer Success teams are run. You really need to approach Customer Success with the mindset that your work is never done. The Cycle of Customer Success. Customer Journey.

Customer Success 61

Customer Success Net Promoter Score Customer Journey Metrics 61

TechSee

AUGUST 31, 2022

After speaking with hundreds of customers, enterprise buyers and our global team of customer success leaders, below are the five key questions to ask when evaluating a provider for your business. Ask to speak with a potential Customer Success Manager, and see how you vibe. Do they have one? How often do they meet?

Engagement 109

Engagement Culture Technology Omnichannel 109

Avaya

APRIL 10, 2019

2 technology they expect to transform Digital Customer Experience (DCX), behind customer success analytics tools. In Nemertes’ 2018-19 Digital Customer Experience research study of 697 organizations, we found companies already are relying on AI to transform their customer experience. 39% growth in digital sales.

Contact Center 71

Contact Center Virtual Agent Document Roadmap 71

Help.com

NOVEMBER 16, 2015

Customer experience is everything at Help.com. If our customers aren’t happy, we aren’t either. One of the most important parts of customer success at Help.com is making sure that the voice of our customer is heard and acted on. One of the best features of Trello is its agile capability. Whether it’s Aha!,

Roadmap 40

Roadmap Feedback Customers Communication 40

Gainsight

DECEMBER 21, 2023

For a long time, proactive vs reactive was a common debate among Customer Success professionals. Now, the verdict is in, and everyone agrees that proactive Customer Success Managers (CSMs) are best positioned to drive value and deliver a better customer experience. Control over the customer experience.

2023 52

2023 Customer Success Culture Roadmap 52

ChurnZero

SEPTEMBER 27, 2024

Outcomes based customer success, a strategy that focuses on ensuring customers achieve their desired outcomes, sounds intuitive. But with so many stakeholders in the picture, including your team, your customers, and other internal teams, it’s easier said than done.

Customer Success 52

Customer Success Roadmap Sales Customers 52

CSM Practice

OCTOBER 10, 2018

This summer, I received a call from one of my favorite customer success community leaders, Dave Blake who is the CEO for Client Success. Dave asked me if I might be interested in taking part as a judge for The Customer Success Innovator of the Year Award that takes place each year during CS100 Summit.

Customer Success 49

Customer Success Chief Customer Officer 2019 ROI 49

CSM Practice

OCTOBER 10, 2018

This summer, I received a call from one of my favorite customer success community leaders, Dave Lake who is the CEO for ClientSuccess. As a judge, assessing the finalists included meeting with 5 forward-thinking brainiacs, who all shared fascinating new approaches to doing customer success better.

Customer Success 49

Customer Success Chief Customer Officer 2019 ROI 49

Gainsight

DECEMBER 27, 2019

With perfectly-timed and curated in-app engagements, your customers will soon find your product an essential part of their everyday workflow.”. Is Customer Feedback Really Making It to Your Product Roadmap? It’s easy for valuable feedback to get lost on its way from the customer to your product team. REQUEST A DEMO.

Article 97

Article 2020 Roadmap 2019 97

ChurnZero

JULY 12, 2019

And I’m not only talking about desired outcome churn or low trial-to-paid conversion rate that occurs when new users abandon your platform before turning into customers. This is linked to a) the kind of solution you offer, b) your product roadmap, c) your customer success program, and d) your user experience.

Customer Success 75

Customer Success Roadmap Metrics User Experience 75

ChurnZero

MARCH 1, 2019

It’s time for another installment of our blog series where we spotlight a Customer Success professional and get their take on the industry as well as get to hear some of their top tips they’d like to share. This spotlight will be featuring, Brett Andersen who is the Director of Client Success at Degreed.

Customer Success 40

Customer Success Return on Investment Customers Workshop 40

Gainsight

OCTOBER 23, 2019

The critical role played by customer success (CS) teams is well known, as is the importance of the customer success software powering these teams. But, could thinking about customer success software as a category be leading us down the wrong path? Understanding the Customer Success Software Market.

Customer Success 60

Customer Success 2019 2011 2009 60

CustomerSuccessBox

JUNE 8, 2021

TL;DR: Customer success is one of the top 10 fields for employment in the tech sector and the Most Customer success departments have different structures to suit each of their unique requirements consisting of a Vice president of Customer Success or Chief Customer success officer, Director of Customer Success and Customer success managers.

Customer Success 52

Customer Success Metrics Roadmap Leadership 52

CSM Practice

OCTOBER 10, 2018

All About the Customer Success Performance Indicator . This summer, I received a call from one of my favorite customer success community leaders, Dave Lake (CEO for ClientSuccess ) who asked me if I might be interested in taking part as a Judge for The Innovator of the Year Award that takes place each year during CS100 Summit.

Customer Success 49

Customer Success Chief Customer Officer 2019 ROI 49

Amity

OCTOBER 12, 2017

After spending over 15 years in Customer Success, I have however recognized some distinct patterns in how the best Customer Success teams are run. You really need to approach Customer Success with the mindset that your work is never done. The Cycle of Customer Success. Customer Journey.

Customer Success 49

Customer Success Net Promoter Score Customer Journey Metrics 49

ChurnZero

MAY 30, 2024

It’s rare that anybody builds a customer education truly from scratch in the sense of having zero content to work with. Content for your educational program already exists in support articles, internal training documents and even recordings of customer calls. Learners rarely spend much time typing up their feedback.

Feedback 107

Feedback Entertainment Metrics Roadmap 107

ChurnZero

APRIL 27, 2023

The respective directors of the customer success team and the product team were really going at it. The meeting we were in was supposed to be a forum where the two teams could trade notes and collaborate on the product roadmap. How many customers will the feature affect? That’s why we do two different jobs.

Customer Success 52

Customer Success Management Roadmap Feedback 52

Retently

SEPTEMBER 12, 2018

Our product team makes use of all possible means to get hold of actionable insights for roadmap improvements. But, how can the voices of customers be leveraged to drive the expected product changes? There is nothing more powerful than getting to see your product through the eyes of your customers.

Feedback 109

Feedback NPS Roadmap Customers 109

Gainsight

JUNE 11, 2021

The themes today centered around Human-First Customer Success and Transforming Customer Centricity. Human-First Customer Success. The Key to Customer Success: Leadership with Jay Nathan, Chief Customer Officer at Higher Logic and Co-founder of Gain Grow Retain at Higher Logic.

Chief Customer Officer 91

Chief Customer Officer Customer Success 2021 Customer Centricity 91

BirdEye

NOVEMBER 18, 2024

Here’s your roadmap to successfully implementing AI in your social media strategy: 1. While many businesses rush to adopt AI tools for social media posts without proper planning, those who follow a structured approach see results in half the time.

Social Media 52

Social Media ROI Metrics Engagement 52

Gainsight

AUGUST 14, 2021

Authored by Harshita Banka, Regional Director of Customer Success, Gainsight PX. It’s a way to engage customers with less effort from your team through email, user groups, online communities, and a game-changing new ROI driver: in-product engagements. Customer Success. Customer Marketing.

Government 52

Government Document ROI Roadmap 52

ChurnZero

FEBRUARY 29, 2024

The working relationship between customer success and support teams can make, break, or even supercharge your customer experience, as Jaclyn Mullen of TheLoops showed attendees of ChurnZero’s most recent webinar. 3: How can you get an established support team to value their customer success team more?

Insights 52

Insights Customer Success Webinar Culture 52

Totango

NOVEMBER 3, 2022

While teams may often refer to “the customer journey,” how do you ensure alignment and shared understanding of what that means across your business? Hedgpeth shared that the first thing a customer success leader should do when joining a new company is create the journey map. Grow your customer count, not your team size.

Customer Journey 62

Customer Journey Chief Customer Officer Healthcare Customer Journey Mapping 62

inSided

OCTOBER 1, 2022

According to Alex Farmer, VP of Customer Success at Cognite, the first step on your community roadmap should be to unify all of the one-to-many events and content in one place. That includes your product release documentation, your LMS system, your support case portal, and your status page—all in one place. That’s a CQL.

Document 52

Document Customer Journey Customer Success Events 52

Natalie Petouhof

OCTOBER 12, 2016

Tweet The Customer Experience (CX) Services Global List acknowledges leaders in driving customer experience excellence in organizations. In addition, products included in this document meet the threshold criteria for this category as determined by Constellation Research. Create strategy and technology roadmap  .

Customer Experience 45

Customer Experience Customer Journey Mapping Consulting Roadmap 45

ChurnZero

SEPTEMBER 6, 2019

Being a Customer Success Manager is difficult enough. . Based upon the premise that customer support should be more proactive than reactive, the value of CS cannot be understated. You Know the One – That Coworker Who Treats Customer Success as Their Personal Secretary. . . CSM, Cloud Software Company . ? .

E-support 49

E-support Document Sales Roadmap 49

SmartKarrot

SEPTEMBER 3, 2021

Role: Senior Customer Success Manager Location: Remote, Salt Lake City, UT, US Organization: Axon As a Senior Customer Success Manager, you will engage with your customers through regular calls, business reviews, and daily needs. Learn and share industry best practices in order to solve customer needs.

Customer Success 19

Customer Success Roadmap Document Webinar 19

Gainsight

APRIL 8, 2020

You can use the same technique for building your product roadmap. Use your teleconferencing tool to describe the problems and their personas and use a shared tool, perhaps Jira , Google docs, or Word, to revise the story and document the acceptance criteria. Your customers are glad to engage online.

Travel 52

Travel Roadmap Document Sales 52

SmartKarrot

JANUARY 4, 2022

Role: VP, Customer Success Location: Remote, Sunnyvale, CA, US Organization: Clari As a VP of Customer Success, you will lead all aspects of the Customer Success organization which includes driving strategic adoption, ensuring a remarkable customer experience, and optimizing ongoing engagement with Clari.

Customer Success 3

Customer Success Roadmap Culture Document 3