Totango

AUGUST 18, 2022

A Customer Onboarding Checklist for Successful CS Teams. A lot goes into crafting the ideal onboarding process for SaaS products. You need to clearly demonstrate the ins and outs of your software to ensure your customers know how to use it and how to employ it effectively in the pursuit of their enterprise’s unique needs and goals.

Journey mapping 92

Journey mapping SaaS Upselling Enterprise 92

Amity

APRIL 25, 2016

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.

SaaS 96

SaaS Chief Customer Officer Consulting Consulting 96

Netomi

JANUARY 5, 2022

Prior to joining Temkin Group, she implemented the CX strategy and managed the Voice of the Customer program for Crowe Horwath LLP, one of the top 10 public accounting and consulting firms in the US. Arie is a Customer Insight, Customer Strategy, Customer Lifecycle Management, and Innovation Independent Consultant.

Customer Experience 98

Customer Experience Customer Service Consulting Consulting 98

SmartKarrot

NOVEMBER 2, 2020

Customer success consultants are an experienced and established party with a primary objective to serve the customer success niche. The members of the customer success consultation zero in on developing a strong foundation for the domain to dwell and accelerate. Glide Consulting. Source: Unsplash.

Consulting 10

Consulting Consulting Coaching SaaS 10

Amity

MAY 6, 2014

De-Risking the First 90-Days for Your SaaS Customer. The following is part of a series of conversations about Customer Success Management (CSM) between Pam McBride, Director of Marketing at Amity and Jason Whitehead, CEO of Tri Tuns. Today’s customers demand more. And each customer’s experience will differ.

SaaS 48

SaaS Technical Support Customer centricity Sales 48

Satrix Solutions

FEBRUARY 12, 2020

For example, in B2B, there are numerous “moments of truth” which provide a company with many opportunities to delight or frustrate customers. And there are also various contact roles across customer accounts. Measuring the customer experience shouldn’t only be accomplished with surveys.

B2B 78

B2B Feedback Consulting Consulting 78

CSM Practice

FEBRUARY 24, 2020

The job of the customer success team entails myriads of responsibilities, including proper onboarding, increasing product usage, proactively managing accounts, customer engagements, and training , expanding and renewing accounts, and so on. Engagement Activity = Number of Engagement Touch-point Over A Certain Period.

Metrics 59

Metrics Customer advocacy Customer centricity Customer effort 59

ChurnZero

MARCH 3, 2020

SaaStr is the largest community of SaaS executives, founders, and entrepreneurs in the world and they are brought together at their flagship event – SaaStr Annual. With 12,500 attendees, 250 speakers, 200 sponsors, their missions is to provide the SaaS community with unparalleled access to the top minds in SaaS.

SaaS 72

SaaS Chief Customer Officer Best practices B2B 72

ChurnZero

NOVEMBER 27, 2019

T hey can serve to increase the accountability of both your customer s and your team. . . Customer Success Skepticism Exists in Many Organizations (But Can B e Co mbated) . Speaker Bio: Emilia D’Anzica is a Customer Success and Account Management Growth Consultant and Partner at Winning by Design.

Chief Customer Officer 75

Chief Customer Officer SaaS Metrics Education 75

CSM Practice

FEBRUARY 12, 2020

As SaaS businesses gain traction and customers begin to adopt their solution at scale, the next step is to drive customer expansion. Since existing customers are usually more willing to buy, companies typically offer additional solutions and features in the form of upsells and cross-sells. Qualitative Data. Related Links.

Upselling 52

Upselling Customer centricity Sales Accountability 52

SmartKarrot

JANUARY 25, 2022

The critical nature of software for business growth is a key reason for the exceptional growth of Software as a Service (SaaS) companies in recent times. Encouraged by the success and importance of SaaS, Australia has actively adopted the cloud ecosystem and founded brilliant SaaS-driven companies and platforms. Employment Hero.

SaaS 10

SaaS Transportation Feedback Construction 10

CSM Practice

SEPTEMBER 15, 2019

For a service company, the operations could be focusing more on renewals and upsells, keeping the communication lines open and responsive, enlightening the client about new solutions you can offer, or checking up on dormant accounts that are likely to churn. 4) Customer Experience Evaluation. Value Creation for Service Companies.

Accountability 45

Accountability Consulting Consulting Upselling 45

SmartKarrot

MARCH 8, 2022

A star in the world of Customer Success, Amarachi Ogueji is known for her exceptional skills in retaining B2B and B2C SaaS clients. Her diverse yet unique skills include customer life cycle optimization from pre-sales. Bhavika Kochhar is an Enterprise Customer Success Manager, Americas, at Algonomy. Anika Zubair.

Chief Customer Officer 21

Chief Customer Officer Coaching Customer centricity SaaS 21

ChurnZero

JANUARY 15, 2021

Customer Success teams rose to the challenge of retaining customers during a global health and economic crisis. For SaaS businesses, protecting the customer base became the main, if not only, priority during this tumultuous time. Ed Powers , Customer Success Consultant. Customer Success will grow businesses.

SaaS 52

SaaS Chief Customer Officer Metrics Education 52

CSM Practice

FEBRUARY 24, 2020

The job of the customer success team entails myriads of responsibilities, including proper onboarding, increasing product usage, proactively managing accounts, customer engagements, and training , expanding and renewing accounts, and so on. Engagement Activity = Number of Engagement Touch-point Over A Certain Period.

Metrics 52

Metrics Customer advocacy Customer centricity Accountability 52

CSM Practice

FEBRUARY 24, 2020

The job of the customer success team entails myriads of responsibilities, including proper onboarding, increasing product usage, proactively managing accounts, customer engagements, and training , expanding and renewing accounts, and so on. Engagement Activity = Number of Engagement Touchpoint Over A Certain Period.

Metrics 52

Metrics Customer advocacy Customer centricity Accountability 52

SmartKarrot

DECEMBER 14, 2021

Role: Vice President, Customer Success Location: Remote, McLean, VA, US Organization: Logi Analytics, an insightsoftware company As a Vice President of Customer Success, you will own a Customer Experience strategy, to include presales, onboarding, services, support, and technical account management.

Customer centricity 19

Customer centricity Morale Consulting Consulting 19

Totango

OCTOBER 20, 2022

In some companies, customer success managers may play an active role in the sales process, helping sales representatives elicit customer goals and persuade buyers of product benefits. At other companies, CS managers may be assigned to follow up on sales during the customer onboarding phase. Persuasion Skills. Initiative.

Management 90

Management Upselling Coaching Best practices 90

ChurnZero

JULY 29, 2022

Acquiring new customers is good. But keeping the customers you have is better. With the rise of the SaaS model, retention has dethroned acquisition as the primary means to achieve long-term growth and high valuation. The upsides of the customer success approach are unparalleled. Customer Success increases customer value.

SaaS 98

SaaS Customer centricity Upselling Accountability 98

CSM Practice

FEBRUARY 20, 2020

As a result of the insights and resultant playbooks, the customer success team continually drives business outcomes for their clients at scale and in a proactive manner. This stage is the height of customer success maturity where the entire organization becomes customer-centric. An Advanced Analytics Case Study.

Analytics 52

Analytics Customer centricity Metrics Accountability 52

ChurnZero

MARCH 20, 2020

The recent evolution of Customer Success, compounded by its intersection (and overlap) with more established functions, such as Account Management and Customer Support, creates an ambiguous amalgam of desired skills and competencies—turning idealized moderation into a murky mix. . Be Data-Minded.

Customer centricity 52

Customer centricity Finance SaaS Scripts 52

Amity

JUNE 27, 2018

If you’re in the Toronto area, you should check out our Customer Success meetup group which meets every month and has renowned guest speakers like James Scott! Teaching Your Company About Customer Success. Customer Success isn’t just to prevent churn or a last ditch effort to save some accounts.

Customer centricity 82

Customer centricity SaaS Education Best practices 82

ChurnZero

FEBRUARY 26, 2021

“I could argue either way for who should own the renewal,” says Amanda Ingraham, Director of Customer Success at 15Five, “but what I’ve seen not work is when you don’t have a clear division of who exactly owns the renewal.”. That was years of friction between Product and Customer Success that was distilled into a few training sessions.

Management 59

Management Feedback Sales SaaS 59

Netomi

FEBRUARY 28, 2022

Asia’s first fully digital telco, Circles.Life is focused on giving power back to the consumer, and is “revolutionizing the digital services industry through a customer-centric user journey.” Prior to Gainsight, Kellie led account management and partner management teams at ADP, yet always had a passion for Customer Success. “I

Chief Customer Officer 64

Chief Customer Officer Customer centricity Technical Support Contact Center 64

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. Allison Pickens. Dave Jackson.

Chief Customer Officer 21

Chief Customer Officer SaaS B2B Consulting 21

Comm100

APRIL 27, 2020

In a truly customer-centric organization, the only real way to deliver cohesive digital support is with an omnichannel approach. Omnichannel platforms give agents visibility into their customers’ entire conversation history, no matter which channel they reach out from. So, what makes this different from normal routing systems?

Automotive 59

Automotive CRM Upselling Customer centricity 59

ChurnZero

JUNE 17, 2022

To share how to choose, track, and act on effective onboarding metrics, ChurnZero Customer Success Enablement Team Lead Bree Pecci joined CSM Practice for a drill-down into customer-centric onboarding. Irit Eizips here from CSM Practice, the customer success strategy consulting firm. Irit: Hi everyone.

Metrics 98

Metrics SaaS Surveys Self service 98

Kapta Customer Success

JANUARY 31, 2018

A CX Consulting. We sat down to talk about Customer Success, Key Account Management, and how to drive real success with your most important clients. In this interview, you will learn: How to build proactive Customer Success Plans. Why it’s important for Customer Success teams to be prescriptive with their clients.

Accountability 45

Accountability SaaS Consulting Consulting 45

Help Scout

SEPTEMBER 18, 2018

We’ve seen tremendous success with it at Help Scout since formalizing the initiative earlier this year, and we’re excited to share those results with you now — and hopefully spark a broader conversation about how Support-Driven Growth can benefit a range of customer-centric businesses. In my pre-SaaS life, I was an improviser.

Coaching 40

Coaching Customer centricity Upselling Sales 40

ChurnZero

DECEMBER 20, 2019

As a result, companies are investing more time and money in training their C S teams to have more customer-centric conversations. . Conversations are no longer driven by product features but rather about customer enablement and alignment on the expected impact from the partnership between the customer and a company.

Chief Customer Officer 80

Chief Customer Officer Sales Customer centricity SaaS 80

JustCall

APRIL 5, 2023

What is customer success software, and why use it? Customer Onboarding The process of customer onboarding is carried out to make new users comfortable with the product. As a part of this process, the customer success manager: Organizes welcome emails Sets up their account Resolves queries, etc. out of 5 stars.

Management 52

Management CRM Analytics Customer retention 52

ProProfs Blog

JUNE 30, 2020

To help you understand this essence and develop better customer service strategies, we’ve curated a list of some of the best customer service books below. Create a positive customer-centric culture amidst the support team. Create better customer loyalty programs. Improve your existing customer success strategies.

Customer Service 128

Customer Service Chief Customer Officer Customer centricity Marketing 128

CSM Practice

NOVEMBER 4, 2019

Some foundational questions still require attention in our growing customer success community. These questions include customer success funding and reporting, as well as appropriate customer segmentation. As SaaS companies mature, they are presented with bigger challenges that are associated with scaling.

Benchmark 45

Benchmark Journey mapping Analytics SaaS 45

CrazyCall

AUGUST 16, 2019

Recommended episode: Testing SaaS Payment Terms with Jack Altman. If you want to master direct selling, account-based sales, and field sales this will be one of the best sales podcasts for you! Here, you’ll get to know how to crack the code of customer’s behavior and what to do to turn complete strangers into long-lasting customers.

Sales 115

Sales B2B Coaching Personalization 115

Netomi

APRIL 7, 2023

The customer service teams that are driving revenue, wow-ing customers and building long-term relationships often have a strong leader at the helm. Sure, you can hire a customer service leader consultant , but if you are looking for the best in-house operators, you’ve come to the right place.

Customer Service 52

Customer Service Airlines Customer centricity Banking 52

ChurnZero

JUNE 17, 2022

To share how to choose, track, and act on effective onboarding metrics, ChurnZero Customer Success Enablement Team Lead Bree Pecci joined CSM Practice for a drill-down into customer-centric onboarding. Irit Eizips here from CSM Practice, the customer success strategy consulting firm. Irit: Hi everyone.

Metrics 52

Metrics SaaS Surveys Self service 52

SmartKarrot

JUNE 11, 2021

CCSM Level 2 curriculum focuses on refining the ability to manage multiple accounts and internal relationships. CCSM Level 3 focuses on developing skills that one needs to become a strategic customer success manager. CCSM Level 4 curriculum is based on instilling skills that drive portfolio or account expansion.

Best practices 22

Best practices SaaS Accountability Education 22