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The A-List: Customer Success

Amity

Alex curates the Customer Success Newsletter which is a weekly curated collection of 4 helpful articles from around the Customer Success community. The Customer Success Newsletter. Customer Success Expert - Glide Consulting. The Glide Consulting Blog. Director of Customer Success Education - CSM Practice.

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The Customer Success Maturity Model Part 1: “Build” Capabilities (The Foundation of CS)

Education Services Group

What is the ESG Customer Success Maturity Model? In other words, it’s a frame of reference to gauge your Customer Success development against your peers. What do you gain when you have this 360-degree view of your Customer Success maturity? Focusing your time and energy in the right places.

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CSM from the Trenches: Mentors – Natalie Williams; Director, Customer Success; SmashFly Technologies

ClientSuccess

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. The key is being consultative and guide customers to their outcomes. I love that; as our clients are successful, we’re successful.

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QBR (Quarterly Business Review) vs. EBR (Executive Business Review): And the Winner Is…

SmartKarrot

Business consultants Human resource Consultants Lawyers Accountants. QBRs ensure that companies deliver customer outcomes in a timely manner by encouraging meetings and conversations. You can prevent customer churn before it actually happens. Only when some metric goes off the benchmark can you know something is wrong.

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Top 51 Customer Service Leaders – Best Customer Experience Influencers

Netomi

She leads the XM Institute’s research into CX and EX best practices and the broader organizational capabilities required for building loyalty by improving customer and employee experiences. Arie is a Customer Insight, Customer Strategy, Customer Lifecycle Management, and Innovation Independent Consultant.

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Understanding the Joint Success Plan: A Tool for Outcome-Based Customer Success Management

ChurnZero

This is a guest blog post by Jay Nathan, Chief Customer Officer at Higher Logic. 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.

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How to set baseline SaaS onboarding metrics

ChurnZero

She collaborates with CS leadership to create internal learning paths that align with ChurnZero’s CS philosophy, processes, and best practices. Create a specific onboarding health score that accounts for these variances as well as the customer’s journey progress or lack thereof. Is this dashboard for a specific customer?

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