ClientSuccess

JANUARY 5, 2022

Account transitions will be inevitable throughout your tenure as a customer success leader. Whether through promotions, turnover, or new hires, new CSMs are bound to leave or join your customer account teams regularly. First, you and your internal team must identify the best person to take over the account. Want to learn more?

Accountability 68

Accountability Journey mapping Technology Personalization 68

ClientSuccess

SEPTEMBER 8, 2020

This last factor – resource allocation – can make or break a customer success team’s large account management process. Understanding what your enterprise customers want to achieve with your product can help influence every decision made throughout the customer journey. eBook: Top Customer Success Executives Predict 2020 Trends.

Accountability 52

Accountability Management SaaS Journey mapping 52

ClientSuccess

JANUARY 12, 2021

While 2020 was a completely unprecedented time for most SaaS organizations, their customers, and their employees, it also forced customer success teams to rethink how they worked with accounts and the services they provide. Build a thorough customer success journey map for every single customer. Want to learn more?

Journey mapping 53

Journey mapping Accountability SaaS Customer retention 53

ClientSuccess

OCTOBER 12, 2020

The best way to stay on top of changing customer sentiments and shifting account goals is to put proactive strategies in place to better handle these kinds of situations. An account has been stagnant – not growing or expanding – for well beyond the normal amount of time. Your team may be REACTIVE if….

Journey mapping 59

Journey mapping SaaS Accountability Metrics 59

ClientSuccess

MAY 4, 2021

If you’re like most CSMs, it can sometimes feel as though months – even years – of working with a customer account can go by in a flash. As many customer success teams are looking to use 2021 as a reset for their processes and accounts, it may also be a good idea to use this year to revamp your planning workflows.

Journey mapping 52

Journey mapping Upselling Accountability Feedback 52

ChurnZero

FEBRUARY 28, 2020

To learn how to drive product adoption with a digital strategy approach, we hosted a webinar with Megan Macaluso, VP of Strategic Development at ESG which delivers Customer Success as a Service. During the webinar, we discussed how to: Leverage email and in-app metrics to track overall customer engagement. Are these at-risk accounts?

Journey mapping 64

Journey mapping Customer centricity Accountability Metrics 64

ChurnZero

APRIL 10, 2020

Implementation is a project-based team and rolls off customer accounts once the implementation phase is completed. Customer Success uses an account-based model where the customer relationship continues throughout their lifetime. At ChurnZero, we log these notes as an Activity on an Account in the customer’s onboarding journey. .

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Journey mapping Accountability Sales Analytics 61