Totango

FEBRUARY 5, 2021

Our increasingly customer-centric economy has established Customer Success as critical to every business’s overall strategy. Any CS team member knows that happy customers make for a thriving enterprise, but the same cannot always be said for C-level executives or your board of directors. Use of sticky features.

Customer centricity 72

Customer centricity Metrics Enterprise Feedback 72

Totango

SEPTEMBER 13, 2022

We’ll show you how to create a customer success playbook customized for your business. What Is a Customer Success Playbook? Track metrics measuring customer success. Automate best practices that promote better customer experiences. Optimize customer onboarding.

SaaS 87

SaaS Upselling Best practices Customer retention 87

SmartKarrot

FEBRUARY 5, 2021

Within the customer success team itself, account transition happens inevitably. Change in territory or customer segment. CSM promotion CSM attrition An underperforming CSM Customer getting bigger/smaller. This includes: Customer Documentation. Reasons being: Delegation to a new CSM. Final Thoughts.

Accountability 19

Accountability B2B Customer centricity CRM 19

Totango

JUNE 12, 2020

With everyone scrambling to retain customers while simultaneously strategizing ways to attract new business, it pays to know what your customers want. The #1 way to be sure of customers’ needs is to employ a customer-centric focus across your company. Shared insight delivers the needed customer context.

Customer centricity 62

Customer centricity Upselling Customer retention Accountability 62

Totango

MAY 21, 2019

In the customer-centric economy, retaining current customers is a top priority. Not only are new customers expensive to win over, but loyal customers are more valuable in the long run. In that way, escalations can actually help you form a deeper bond with your customers. 4: Poor Customer Engagement.

Customer centricity 86

Customer centricity Education Upselling Advertising 86

NICE inContact

MAY 8, 2019

Companies hold contact centres accountable for delivering a critical competitive differentiator — superior customer experience. And so do customers: In fact, 73% of consumers say customer service plays an important role in their purchase decisions. What Do Customers Want? Consumers want great experiences.

Advertising 63

Advertising Cloud contact Customer centricity Customer retention 63

Totango

JANUARY 10, 2019

What the Perfect Customer Engagement Platform Looks Like. Since your enterprise runs in a digital world that centers around customers, you need a platform that can help you adopt and operationalize customer centricity across every level of your organization. Feature #2: Easier Account Management.

Enterprise 63

Enterprise SaaS CRM Upselling 63

Totango

OCTOBER 29, 2019

Be sure you look for the skills and qualities that will allow a customer success manager (CSM) to truly connect with customers. Support your team by focusing on building a customer-centric culture , and you’ll soon see improvements in your customer’s success, growth, and retention rates. .

Upselling 61

Upselling Feedback Customer advocacy Accountability 61

ClientSuccess

OCTOBER 16, 2017

From a day-to-day activities standpoint, many departments’ goals and KPIs should already focused around customer success. Sales team members work hand-in-hand with CSMs to get new accounts off the ground and handle any resulting business from the relationship. At the end of the day, customer-focus trickles down from the top.

Customer centricity 41

Customer centricity B2B Journey mapping SaaS 41

Totango

JUNE 25, 2019

The reality of the unique relationship you share with your customers is captured in the raw numbers your CS software gathers, detailing usage rates, demographics, logged interactions, voice of customer data, and other key metrics. It all starts with knowing how to gather customer insights and properly leverage that data. .

Upselling 49

Upselling Enterprise Metrics Customer centricity 49

ClientSuccess

NOVEMBER 15, 2017

The customer lifecycle the moment that experience your brand. For this blog, we’re going to focus on the customer journey that begins the moment a sale is closed. As soon as an account transfers from ‘prospect’ to ‘customer’, the lifecycle begins and the customer success team is responsible for providing an exceptional experience.

Enterprise 40

Enterprise Journey mapping Management Benchmark 40

SmartKarrot

MARCH 11, 2024

The Foundation: Introduction and Account Planning Call The customer journey begins with the crucial first impression – the Introduction and Account Planning Call. In our company, we conduct a growth plan call where the customer onboarding specialist and I join forces.

Upselling 8

Upselling Best practices Accountability Customer centricity 8

ClientSuccess

MARCH 28, 2018

This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. From : Sara Masson , Senior Customer Success Manager. I’m constantly hearing from Customer Success Leaders who spend half of their time (or more!) Company : Loopio.

Management 41

Management Best practices Customer centricity SaaS 41

NobelBiz

FEBRUARY 27, 2023

We will also explore best strategies to optimize contact center operations, potential challenges, and best practices to overcome them. Training is of equal importance, as it covers a range of topics related to product/service knowledge and customer service best practices.

Contact Center 52

Contact Center Self service Metrics Wait times 52

SmartKarrot

JULY 7, 2021

Work with CS and Sales VPs to continuously improve the customer journey and develop the tools and templates to ensure the CSM team employs best practices. Model world-class customer care and be an advocate for the voice of the customer in product testing and design.

Enterprise 10

Enterprise Engineering Best practices Accountability 10

SmartKarrot

MARCH 8, 2022

A highly celebrated, award-winning, successful Customer Success Strategist, Anita Toth describes herself as a churn-crusher whose primary focus is to decrease the attrition rate of businesses. Anita leads a team that dives into the customer insights of B2B SaaS clients and extracts actionable information from it. Annette Franz.

Chief Customer Officer 21

Chief Customer Officer Coaching Customer centricity SaaS 21

SmartKarrot

JUNE 11, 2021

Helmed by industry CS leaders such as Todd Eby, James Scott, Andrew Marks, and Aaron Thompson, SuccessCoaching offers multiple workshops and online training programs for customer success professionals. The course is led by trainers who have 60+ years of combined experience in the customer success space. For course details, click here.

Best practices 22

Best practices SaaS Accountability Education 22

SmartKarrot

NOVEMBER 3, 2020

Being customer-centric has become more than necessary for modern companies to sustain in this competitive world. Customers need to be treated with utmost care right from the beginning of their relationship. The quality of service they give to the customer depends on how well a CSM is able to manage and direct the team.

Management 10

Management Customer centricity SaaS Metrics 10

SmartKarrot

SEPTEMBER 25, 2020

This way, you would always have a better visibility on your customer’s health. And unwanted incidents, like customer churn, can be prevented way before they take place. In short, this is how you build and scale your customer success team: Impart customer-centric culture. Structure your customer success department.

Customer retention 13

Customer retention Customer centricity Metrics Best practices 13

SmartKarrot

APRIL 18, 2023

.”- Robert Half Scaling a customer success team is essential for Saas and technology companies to be able to successfully derive value to customers through their product and service offerings. Customer Acquisition Cost (CAC): This metric measures the amount of money it takes to acquire a new customer.

Upselling 10

Upselling Best practices CRM SaaS 10

SmartKarrot

JUNE 9, 2021

Data is a crucial aspect of customer success management as it provides analytics that allow you to retain customers, upsell to them, and more. You can integrate this data into your customer account journey to track sales activities and optimize the process. Customer Success and Data. Bottom Line.

Customer retention 10

Customer retention Metrics Upselling Accountability 10

SmartKarrot

OCTOBER 27, 2020

Traceability and accountability become more viable when you are aligned with a customer success roadmap. Customer acquisition. Any CS roadmap should have a final aim of converting existing customers into brand advocates. How to build a customer success roadmap. Setting up your own SMART goals. Final Thoughts.

Journey mapping 10

Journey mapping Chief Customer Officer Metrics Customer centricity 10

SmartKarrot

MARCH 29, 2022

Every company has a defined value proposition that focuses on what they want to achieve, how they want to help customers, pain points, goals, needs, etc. With this information, you need to ensure how customer success drives that value- by reducing time to value, ensuring consistent processes, and more. Customer-centricity.

Upselling 10

Upselling SaaS Sales Customer centricity 10

SmartKarrot

FEBRUARY 7, 2022

It is an area that affects people involved across various departments in an organization like human resources, sales, marketing, accounting, and IT. It is responsible for managing the operations that relate to customer success. Onboarding new customers. Coordinating between different teams can be a difficult task.

Accountability 10

Accountability SaaS Analytics Engineering 10

SmartKarrot

JUNE 29, 2022

Here are ten tips for improving enterprise customer experience: 1. Invest in Customer-Centric Technologies. If you are not using a customer experience management (CEM) platform, you are missing out on a wealth of information and opportunities to improve your customer experience.

Enterprise 11

Enterprise Customer Experience B2B SaaS 11

SmartKarrot

JANUARY 5, 2021

Here’s our Top 50 Customer Success Influencers list celebrating those frontiersmen and women pushing the boundaries and making Customer Success the force that it is today. Without further ado, here is presenting to you our Top 50 Customer Success Influencers for 2021. Lincoln Murphy. Peter Armaly. Jay Nathan. A CX Consulting.

Chief Customer Officer 21

Chief Customer Officer SaaS B2B Consulting 21

SmartKarrot

APRIL 18, 2022

Before you put in a lot of effort in developing features for your software, which incidentally takes a lot of time and effort – something that is worth its weight in gold in a highly competitive market, a recommended best practice is to put in the effort initially to understanding the needs of the customer. The methods involved.

Surveys 10

Surveys B2B Customer centricity Feedback 10

SmartKarrot

AUGUST 5, 2022

Definition of customer success playbook. A simple and direct answer would be CS playbooks are internal lists of proactive, strategic, and best practice tasks that customer success managers must complete (CSMs). A large organization that wishes to retain its existing customers will have a customer success renewal playbook.

Scripts 10

Scripts Accountability Benchmark B2B 10

SmartKarrot

JUNE 30, 2022

Although it may seem challenging, many businesses have gotten the message and now see customer success as a genuine business discipline that can also be profitable. Therefore, we also need to adopt this customer-centric strategy when it comes to mergers and acquisitions, emphasizing what customers value most.

SaaS 10

SaaS Finance B2B Customer centricity 10

SmartKarrot

JULY 6, 2022

To create enduring connections with clients and colleagues in this dynamic environment, put up a few best practice courses on how to make the most of attendees’ time at conferences, dinners, and workplace gatherings. Q 9: What is the best way to manage loyalty programs and customer feedback?

Chief Customer Officer 10

Chief Customer Officer Brand ambassadors Education Upselling 10