Experience Investigators by 360Connext

AUGUST 17, 2021

But whatever you call yourselves, running effective meetings that keep the team engaged, excited, and working together is key to your success. Great CX meetings start with a solid foundation in the form of a CX Charter — a simple document that answers these six questions: What is Our CX Vision? Start with a CX Charter.

Customer Experience 364

Customer Experience Net Promoter Score Customer Journey Document 364

Education Services Group

MAY 28, 2021

Let’s talk Customer Success Plans. What’s a Customer Success Plan, you ask? Well, let’s just say it’s the wind beneath your customer’s wings. It’s the recipe for their success. My amazing metaphors aside, Customer Success Plans are essentially the “what” and “how” of delivering on your CS strategy.

Customer Success 98

Customer Success Document Sales Customers 98

Customer Bliss

MARCH 28, 2019

In my conversation with Allison Pickens, the Chief Operating Officer at Gainsight , a customer success SaaS organization, you’ll hear how her background in strategy and management consulting, and investment banking, allowed her to thrive in her current position. Build Customer Success Internally and Externally.

Customer Success 131

Customer Success Management Metrics Customers 131

Amity

OCTOBER 18, 2017

Customer Success teams interact with many cross-functional departments, building and maintaining relationships from Support to Account Management. But few relationships have more impact on future customer success than the one between Customer Success and Sales.

Sales 70

Sales Customer Success Customers Document 70

ChurnZero

FEBRUARY 25, 2022

By investing in Customer Success from the start, startups can build loyal and engaged customers who ultimately become brand advocates. Jennifer Chiang author of “The Startup’s Guide to Customer Success,” joined us to share how Customer Success can help you as you scale your startup.

Customer Success 96

Customer Success Document Metrics Webinar 96

SurveyGizmo

MARCH 12, 2021

One of the biggest pain-points for most sales teams is the hand-off from sales to customer success or account management. Especially if all those notes aren’t documented in your CRM? Which results in customers feeling like they must start all over again or they haven’t been heard.

Sales 98

Sales Document Customer Engagement Customer Centricity 98

GetFeedback

JUNE 22, 2019

Remember that your NPS survey represents a valuable customer loyalty metric. Viewing customers through this lens gives customer success teams a better way to build healthy, long-lasting customer relationships. Solid customer data helps your customer success teams predict and prevent churn.

NPS 304

NPS Net Promoter Score Feedback Brands 304

Totango

NOVEMBER 12, 2019

Do you continue to get the same level of attention from that company’s customer success (CS) team? As you can see from the customer’s perspective, the attention you offer after a sale is completed is just as important as the attention you show during the sales process. Or does communication slow or stop?

Sales 60

Sales Customer Success Customer Journey Document 60

Amity

NOVEMBER 14, 2018

The sales to customer success handoff is one of the most important intersections in the customer journey. It can make the difference between successful product adoption or a churn risk waiting to happen. This article was originally published on WnTD's blog. Create a consistent internal communication process.

Sales 87

Sales Customer Success Customer Journey Customers 87

Amity

APRIL 24, 2017

From the day the three co-founders started the company, its business plan, and its culture, Customer Success has been at the forefront of all things Loopio. We sat down with Loopio's Co-founder and CEO, Zakir Hemraj , to discuss the genesis of Customer Success at Loopio and the effect it’s had on the company as a whole.

Customer Success 93

Customer Success Culture Books Metrics 93

Experience Investigators by 360Connext

NOVEMBER 2, 2021

A customer persona helps humanize the customer to the point you might refer to them by a fictional name. Personas are often used in marketing and sales efforts, and those names apply to those types of personas. We develop personas for specific activities around customer experience management.

Customer Journey Mapping 375

Customer Journey Mapping Culture Customer Journey B2B 375

Amity

MAY 25, 2016

With over 750 customers worldwide, Vision Critical provides a cloud-based Customer Intelligence platform that allows companies to build engaged, secure communities of customers they can use continuously, across the enterprise, for ongoing, real-time feedback and insight. I head up the Customer Success Team in Toronto.

Customer Success 90

Customer Success Customers Metrics Sales 90

CSM Magazine

NOVEMBER 7, 2024

However, cross-department training fills these gaps by connecting support staff with vital knowledge from sales, product, and marketing teams that are better equipped with that requisite knowledge. They grasp pricing structure logic from working alongside sales teams. The effects ripple beyond customer interactions.

Customer Service 52

Customer Service Sales Connections Communication 52

Education Services Group

APRIL 21, 2021

If you’re wondering what the ESG Customer Success Maturity Model is and why we built it, go back and read the first installment of this three-part series. Here in part two, I’ll talk about the second phase of Customer Success maturity – Operationalize. If you’ve already devoured that and are ready for more, read on!

Customer Success 94

Customer Success Customer Journey Mapping 2020 NPS 94

Kayako

JANUARY 26, 2017

Do you have a plan for after-sales service? In many companies after sales and onboarding are set, users fall to customer support. The answer is harnessing the power of your customer community for after-sales service. How can you benefit from an after-sales service community? Are they given smooth onboarding?

Sales 47

Sales Social Media Document Reference 47

Amity

SEPTEMBER 23, 2016

Your sales team is closing deals left and right. As the head of your company’s Customer Success team, you know that additional clients doesn’t always translate to additional headcount for your department and even when it does it often takes a while to get new hires up to speed. Document, document, document.

Customer Success 93

Customer Success Document Customers Interaction 93

ChurnZero

MAY 20, 2021

When you build a Customer Success organization from the ground up, it’s easy to get caught in the trap of doing the wrong things well. To figure out where you should begin on your growth and scaling journey, it’s helpful to first orient yourself with where you stand using a Customer Success maturity model.

Customer Success 90

Customer Success Touchpoint Chief Customer Officer Customers 90

Totango

JUNE 10, 2022

As we saw in our 2021 State of the Customer Success Industry and Salary Report , the role of Customer Success Manager (CSM) is one of the fastest-growing jobs in the industry. In a recent webinar titled “Navigating Your Customer Success Career Path”, Totango’s Sr. Customer success is still new.

Customer Success 108

Customer Success Webinar Chief Customer Officer Leadership 108

Education Services Group

AUGUST 16, 2022

Customer Success Plans are key to starting your customer relationships off on the right foot. CSMs use them to guide their first interactions with the customer, helping them clarify and set expectations, set up an action plan for moving forward, and establish critical milestones to work toward through the customer journey.

Sales 52

Sales Customer Success Leadership Customer Retention 52

ChurnZero

MARCH 26, 2021

To ensure you start your Customer Success software implementation off on the right foot, I’ve put together an implementation readiness checklist. Customer Success software aggregates data from multiple systems (like your CRM, product, billing, and ticketing systems) to provide a holistic view of your customers.

Customer Success 86

Customer Success Document Customers NPS 86

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. Never Stop Iterating.

2022 88

2022 Customer Success Insights Customer Journey 88

ProProfs Chat

APRIL 17, 2020

Keeping that in mind, we’ve decided to help you learn the different metrics that would allow you to create effective strategies that not only gives you an edge in the market but also retain your existing customers. In this thorough guide, you’ll come across: Different SaaS customer success metrics. 1: Customer Churn Rate. #2:

Metrics 95

Metrics Measurement Customer Success Net Promoter Score 95

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

ChurnZero

JANUARY 26, 2021

A J oint Success Plan is a simple but powerful tool for outcome-based customer success management. It’s designed to help solution providers align with their customers’ business goals and objectives. Customer success continues to evolve as a practice within companies that enjoy recurring revenue models.

Customer Success 98

Customer Success Management Chief Customer Officer Leadership 98

ChurnZero

MARCH 4, 2022

This article is adapted from a session presented by Amy Manning , vice president of Customer Success at Lawgeex from BIG RYG, ChurnZero’s annual Customer Success leadership summit. Assist your sales organization in closing deals faster. Let’s pick one use case – managing customer feedback – to examine a bit closer.

Customer Success 95

Customer Success Presentation Article Customers 95

Education Services Group

SEPTEMBER 20, 2021

Each body on the court has a specific duty and responsibility to ensure the match is fair, accurate, and documented properly. Lastly—as a plug for my fellow CS Analysts—having Customer Success focused analysts as part of your CS organization (or better yet, CS Center of Excellence) is a must.

Customer Success 97

Customer Success Sports Measurement Customers 97

Education Services Group

JUNE 24, 2022

So, what stops customers from taking the adoption leap? This one might seem obvious, but you have to define, document, and measure adoption variables in order to know if a customer is adopting or has adopted your product or service. Take the time to define what it means for your customers to adopt your product.

Customer Success 98

Customer Success Net Promoter Score ROI Customers 98

Amity

DECEMBER 9, 2016

Why waste thousands of dollars and hours trying to figure out what your ideal customers want to hear, when you can look inwards at your own team and customers for marketing inspiration that’s guaranteed to resonate? Pay attention in pre-sales calls. Customer success can provide you with your best marketing ideas!

Customer Success 109

Customer Success Marketing E-support Social Media 109

CustomerSuccessBox

NOVEMBER 2, 2021

A seamless handoff from sales to customer success to implementation is necessary to deliver the promised early value. This is crucial to make your customer’s experience easier. CS professionals must have felt the grunt of a bad transition from Sales to Customer Success. Customer Retention.

Sales 52

Sales Customer Success Document Communication 52

ChurnZero

APRIL 10, 2020

How to Nail Implementation and Customer Success Handoffs. As a deadline-driven team, Implementation fiercely adheres to project start and completion dates (for their sake and the customer’s). But issues arise when project handoffs occur at a less-than-ideal time for the next in the line of customer succession.

Customer Success 61

Customer Success Customer Journey Mapping Loyalty Programs Reference 61

CSM Practice

MAY 22, 2022

A profitable Customer Success framework is built on the various stages that a customer goes through in his/her relationship with your business. On the other hand, Customer Experience, which is an important component of Customer Success, is created at every level of the contact between the customer and vendor. .

Customer Success 59

Customer Success Customer Retention B2B Customers 59

Totango

JULY 31, 2020

Like a good game tutorial, your new user onboarding process should get your customers excited to begin using your product. It should provide value immediately, putting customer success tools at their fingertips from the moment they log into their account. This leaves the CS team fully prepared and informed about new customers.

E Commerce 127

E Commerce E-support Hospitality Healthcare 127

ChurnZero

MAY 7, 2021

In the rapidly maturing field of Customer Success, if you don’t stop to take stock of the strategy, processes, people, and technology that guide you, it’s easy to lose sight of where you are, and more importantly, where you’re headed. Q: What should a small Customer Success team focus on first?

Customer Success 59

Customer Success Metrics Document Webinar 59

ClientSuccess

MAY 25, 2023

ClientSuccess launches SmartCS , its groundbreaking AI-driven solution designed to empower customer success managers and executives with data-driven insights, optimized workflows, prescriptive recommendations, and intelligent actions.

Net Promoter Score 81

Net Promoter Score Insights Customer Success NPS 81

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

ChurnZero

JULY 21, 2023

In our webinar, Scaling customer success Lynn shares how CS teams can scale their operations and outreach by implementing a digital strategy that uses automation and generative AI. You can see how it goes with new customers and work out the kinks. I’m seeing CSMs becoming more sales oriented. I had a pool of CSMs.

Customer Success 52

Customer Success Webinar Document Touchpoint 52

CustomerSuccessBox

MAY 9, 2022

A Customer Success dashboard keeps track of your company’s health in connection to your product and its users. Customers are the lifeblood of any company, therefore having a clear picture of its revenue activities is critical for expansion. 360 Customer Success Dashboard. Voice of Customer.

Customer Success 52

Customer Success Net Promoter Score Metrics Customer Satisfaction 52