Totango

MAY 11, 2021

Stakeholder engagement and management is critical for customer retention. These steps chart a path to communicating the value of your product and brand to your stakeholders, promoting higher engagement and retention. For optimal results, use software that allows you to automate best practices for these steps.

Management 87

Management Journey mapping Best practices Metrics 87

Totango

AUGUST 23, 2022

Then, we’ll consider why B2B touchpoints are useful for customer success teams and why mapping them out is such a powerful strategy. Finally, we’ll offer some guidelines on how to structure your B2B customer journey map around key touchpoints and how to use technology to automate an effective touchpoint management strategy.

B2B 118

B2B Journey mapping SaaS Engineering 118

Education Services Group

MAY 12, 2021

TSIA’s conferences are always jam-packed with best practices, real-life examples, success stories, and lessons learned from some of technology’s biggest names. How can CS orgs and teams – large, medium, small, and even indirect – leverage a compelling engagement model across various customer segments?

Journey mapping 98

Journey mapping Best practices Education Metrics 98

Totango

NOVEMBER 5, 2021

Also, something that makes our team unique is that we have a team of about four or five people who focus on the journey map and the lifecycle management of the customer. So, that team is kind of like the architect who designs the journey for the customer. We didn’t use any special tool. TC : Yes, definitely.

Journey mapping 87

Journey mapping Accountability Marketing Metrics 87

Totango

AUGUST 18, 2022

By extension, the term is used in SaaS to describe the steps in orienting a new customer on how to start using your software product. Client onboarding procedures typically cover steps such as: Welcoming new customers. Assigning account managers. Activating accounts. Guiding customers through how to use basic features.

Journey mapping 95

Journey mapping SaaS Upselling Enterprise 95

Totango

NOVEMBER 5, 2021

Also, something that makes our team unique is that we have a team of about four or five people who focus on the journey map and the lifecycle management of the customer. So, that team is kind of like the architect who designs the journey for the customer. We didn’t use any special tool. TC : Yes, definitely.

Journey mapping 62

Journey mapping Accountability Marketing Metrics 62

JustCall

MARCH 14, 2023

Monitor Progress Regularly monitor and measure progress towards your goals using metrics such as customer satisfaction, Net Promoter Score (NPS), customer retention rate, and first-contact resolution rate. Here are some best practices for improving customer experience in banking: 1.

Customer Experience 52

Customer Experience Banking Chatbots Interactive Voice Response 52

ChurnZero

AUGUST 25, 2021

Customer Success & Support. NPS should be a part of routine account engagement for Customer Success and Support departments. It’s a proactive method of identifying issues that may lead to reduction in product usage or customer churn. Customer Success Around the Web.

Journey mapping 98

Journey mapping Benchmark Feedback Metrics 98

Totango

JUNE 24, 2022

While the challenges SaaS presents for customer success can be formidable, SaaS also offers some major advantages for software providers: The digital nature of SaaS means that providers can engage with clients digitally throughout their customer journey. Start with a SaaS Customer Journey Map.

Best practices 105

Best practices SaaS Journey mapping B2C 105

delighted

AUGUST 10, 2022

Ensure your customer-focused teams provide white-glove service to all customers, new and existing, to avoid a suffering customer retention rate. You’re not taking the time to understand your customer journey. Understand why your customers churn.

Journey mapping 85

Journey mapping Feedback Surveys Customer retention 85

Totango

DECEMBER 28, 2020

Cisco sees customer experience as a key differentiator for the future of business because of its ability to impact customer retention and growth. Invest in the right customer success technology partner. Leverage the latest customer success best practices. Customer Success Is A Growth Strategy.

Best practices 81

Best practices Upselling Analytics Technology 81

ClientSuccess

DECEMBER 20, 2018

The base + variable option is typically more beneficial to growth-based customer teams because it embraces accountability and rewards hitting clear targets such as growth, renewals, and account expansion. Article: 3 Customer Success Compensation Models. Customer Retention Rate/Customer Churn Rate.

Journey mapping 49

Journey mapping SaaS Metrics Accountability 49

Totango

MARCH 26, 2021

Now that we have an idea of what the customer lifecycle is, let’s take a closer look at each of its stages and how best practices combined with technology can help optimize the customer experience in each stage. Resources: The Customer Journey Map: An Ultimate Guide. Conversion.

SaaS 67

SaaS Best practices Upselling Education 67

PeopleMetrics

FEBRUARY 25, 2022

Customer experience (CX) has become an essential cornerstone of modern business strategy. It helps you improve customer retention rates, efficiently focus on your highest-impact customers, and continually improve your services. But what is customer experience? How do you design and manage a CX strategy?

Customer Experience 71

Customer Experience Journey mapping Feedback Metrics 71

ChurnZero

AUGUST 25, 2021

Customer Success & Support. NPS should be a part of routine account engagement for Customer Success and Support departments. It’s a proactive method of identifying issues that may lead to reduction in product usage or customer churn. Customer Success Around the Web.

Journey mapping 52

Journey mapping Benchmark Feedback Metrics 52

Education Services Group

JULY 20, 2021

As much as you automate to the customer, consider automating activities to your CSMs. Scheduling/automating QBRs and touchpoint tasks can be simple ways to help time manage accounts so the CSM doesn’t have to comb through their full account list each day or week. Do you foresee a rise in the implementation of this strategy?

Accountability 98

Accountability Chatbots Surveys Journey mapping 98

Education Services Group

JULY 21, 2022

So, we kept it at 13 partners globally, and right now, those 13 partners represent over 400 accounts globally. Then, from specific modeling and strategies, I would map out who are the types of partners that you are wanting to bring in, and what type of implementation projects are they doing?

Journey mapping 52

Journey mapping Chief Customer Officer SaaS Management 52

Totango

OCTOBER 22, 2019

Help customers fully adopt the product and make sure the promised value is being delivered. Segment the following customers: New customers pending onboarding. Currently onboarding customers . Best practices: . Drive customer advocacy by providing a simple, effective onboarding process.

Best practices 49

Best practices Customer advocacy Upselling Accountability 49

ChurnZero

APRIL 24, 2020

A customer journey map is a tool to help visualize the experiences of interacting with your company from the customer’s point of view. By understanding your customer’s journey, you can better deliver on their expectations. Q: How long did your journey mapping project take you?

Journey mapping 72

Journey mapping Sales Best practices Metrics 72

Education Services Group

MAY 11, 2018

That’s where the cavalry, more commonly known as virtual Customer Success Managers (vCSM), comes in. vCSMs provide the critical human touch that augments tech touch and bottom-tier neglect described in our blog post, 3 Customer Success Best Practices to Scale People & Automation. vCSMs deliver more customers who….

Journey mapping 40

Journey mapping Best practices Upselling outsourcing 40

Education Services Group

OCTOBER 27, 2020

TSIA’s conferences are always jam-packed with best-practices, real-life examples, success stories, and lessons learned from some of technology’s biggest names. Thorough trial and error will strengthen your delivery to the client and help you understand the best practices for your business.

Education 52

Education Best practices Journey mapping Analytics 52

SmartKarrot

MARCH 26, 2021

Role: Senior Manager / Director, Customer Success Location: Remote, Boston, MA, US Organization: MackeyRMS As a Senior Manager/Director of Customer Success, you will manage a team of CSMs as well as own accounts, including renewals and upsells. Escalate issues/cases to the Customer Success Director when needed.

Journey mapping 10

Journey mapping Customer advocacy Best practices Upselling 10

SmartKarrot

MARCH 8, 2022

Focused on customer happiness, Anika is passionate about developing and maintaining good relationships with customers. She has helped several companies grow and scale their business by developing streamlined customer success processes and successful customer retention strategies. Anita Toth. Annette Franz.

Chief Customer Officer 21

Chief Customer Officer Coaching Customer centricity SaaS 21

Totango

MAY 6, 2022

Here we’ll cover what you need to know about customer health scores. We’ll define customer health score, what metrics go into it, and what it tells you about customer accounts. Then we’ll lay out some steps you can take to improve customer health scores. What Is Customer Health Score?

Best practices 120

Best practices Metrics Upselling Journey mapping 120

SmartKarrot

OCTOBER 27, 2020

Few direct benefits of having a roadmap are: Customer retention. When you are progressively showing that customers are proceeding towards their goal, they remain intact to your plan. They give them the confidence to proceed with the set of actions that are needed for customer retention. Customer acquisition.

Journey mapping 10

Journey mapping Chief Customer Officer Metrics Customer centricity 10

Totango

AUGUST 11, 2022

Monitoring and managing all these interactions effectively requires technology tools to collect data from multiple customer contact points, analyze the results, and put the information to practical use. If the decision-maker isn’t engaged, the account is at risk. 14 Ways to Improve Client Relationships Digitally.

SaaS 109

SaaS Journey mapping B2B Feedback 109

Totango

MARCH 2, 2021

In this blog, we’ll look at how the customer journey has been reconceived around the image of a flywheel that integrates both the pre-sales and post-sales steps in the process. Mapping the Stages of Today’s Customer Journey. Setting up a post-discovery call to set customer goals.

Upselling 63

Upselling SaaS Brand ambassadors Sales 63

Education Services Group

DECEMBER 21, 2021

A Customer Health Score uses customer data points to determine the value that is being delivered to the customer. Typically represented as red, yellow, green, this score helps to identify which accounts are at risk and require urgent attention and which are doing well and can continue to be nurtured and primed for growth.

Journey mapping 52

Journey mapping Education Metrics SaaS 52

ProProfs Blog

OCTOBER 30, 2021

A year after the survey was conducted, the customers we surveyed were more than three times as likely to have opened new accounts, were less than half as likely to have defected, and were more profitable than the customers who hadn’t been surveyed.“. Helps to identify happy customers (Improving Customer Retention).

Feedback 143

Feedback Surveys Customer centricity Metrics 143

Netomi

JANUARY 5, 2022

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. In 2014, Ian officially became a Certified Customer Experience Professional.

Customer Experience 98

Customer Experience Customer Service Consulting Consulting 98

ChurnZero

NOVEMBER 2, 2018

Customer Success/Support – For these departments, NPS is all about routine account engagement and proactive identification of issues that may be related to churn, reduction in usage, etc. In this NPS Cheat Sheet you will find a complete description of NPS and key terms to enrich your Customer Success vocabulary.

Journey mapping 95

Journey mapping Metrics Surveys Feedback 95

Education Services Group

APRIL 25, 2021

At first, this roadmap might be simple and straightforward, but as you mature, your plans will become more comprehensive and include a complete ecosystem of cross-functional capability and accountability with other teams like sales, marketing, product, and support. Scaling with Systems.

Journey mapping 91

Journey mapping Construction Analytics Education 91