CustomerSuccessBox

APRIL 11, 2019

A lot of Customer Success leaders and Founders I have talked to since starting at CustomerSuccessBox have been confused about what customer tech stack to use at their SaaS businesses. Some think that a CRM should suffice whereas others want to build their own dashboards on top of analytics tools. Level 1: CRM + Excel.

Upselling 80

Upselling CRM SaaS Customer advocacy 80

JustCall

APRIL 5, 2023

Traditional customer support models will not cut it. Organizations need to embrace the CSM approach to build a trustworthy relationship with customers and track their performance using customer relationship management analytics. What is customer success management or CSM? out of 5.

Management 52

Management CRM Analytics Customer retention 52

CustomerSuccessBox

DECEMBER 13, 2021

Time to value CSAT rating of Onboarding process For us, we also monitor product engagement, and customers do not leave their “Launch Success Manager” until usage has reached a minimum threshold as indicated by our in-product analytics. Should onboarding be different for different customers? Onboarding Team.

Chief Customer Officer 52

Chief Customer Officer SaaS Best practices Customer advocacy 52

CSM Practice

FEBRUARY 24, 2020

These deep-rooted first impressions are crucial to the customer journey. At the end of the onboarding process , you can conduct a quick survey about the customer’s experience with their particular customer success manager involved during the onboarding process. 5. Advocacy Activity. About CSM Practice.

Metrics 59

Metrics Customer advocacy Customer centricity Customer effort 59

CSM Practice

FEBRUARY 24, 2020

These deep-rooted first impressions are crucial to the customer journey. At the end of the onboarding process , you can conduct a quick survey about the customer’s experience with their particular customer success manager involved during the onboarding process. 5. Advocacy Activity. About CSM Practice.

Metrics 52

Metrics Customer advocacy Customer centricity Accountability 52

CSM Practice

FEBRUARY 24, 2020

These deep-rooted first impressions are crucial to the customer journey. At the end of the onboarding process , you can conduct a quick survey about the customer’s experience with their particular customer success manager involved during the onboarding process. 5. Advocacy Activity. About CSM Practice.

Metrics 52

Metrics Customer advocacy Customer centricity Accountability 52

ChurnZero

OCTOBER 6, 2020

They help leaders connect the dots between engagement and performance with tools including employee surveys, goal setting and tracking tools, peer-to-peer recognition, real-time feedback, and robust people analytics. Advocacy Hero – Sales Boomerang . Quantum Workplace provides modern tools for employee success.

Banking 40

Banking SaaS Entertainment Customer advocacy 40