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Why Applying the Golden Rule to Customer Success Efforts Works

ClientSuccess

As it turns out, the Golden Rule is really the benchmark for success when it comes to customer service and support. Companies with great customer success practices take this rule to heart in all aspects of their business, from how they interact with customers to how they design their processes and products. In fact, a lot.

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The Ultimate Client Onboarding Checklist for CS Teams

Totango

Educating the customer on how your platform can support their business goals. Completing these steps enables a new customer to start making practical use of your product and its features. Establishing benchmarks representing progression and completion of onboarding. Personalizing dashboard interfaces.

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The Complete Guide to Improving Your Customer Success Health Score

Totango

It is a powerful tool for capitalizing on potential upsell opportunities and preventing customer churn. Combining such metrics across an account performance leaves you with the following display: Doing Well: The customer rates well against health indicators and you should consider value-add engagements such as upselling.

Metrics 88
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Making the Most of the Customer Lifecycle Management Process

Totango

Defining your customer journey also gives you a clear set of milestones and goals to benchmark customer progress. Each stage of the customer journey can be broken down into a series of practical goals and KPIs. Implementing these best practices will help you deliver value at every phase of the customer journey.

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Customer Perception: The Complete Guide

Fonolo

How they approach upselling opportunities Upselling is something that all your customer-facing employees should be doing — not just sales. Best Practices for Creating Customer Perception Surveys The key to creating a great customer perception survey is to figure out what you want to know about your customers.

Surveys 104
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Nov 08 – Customer Success Jobs 

SmartKarrot

Leverage data, metrics and insights to build and strengthen the overall CS strategy, specifically working on delivering new CRM Analytics and Service Cloud platforms – ultimately working on customer health benchmarks and driving improvements. Set strategic direction for your team and translate it into actionable daily/weekly initiatives.

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Fundamentals: Basic Leading and Lagging Indicators in Customer Success

Education Services Group

An easy way to think about leading indicators is as benchmarks you can use to measure your progress towards change. You can even compare how your score benchmarks with other companies across the country using the American Customer Satisfaction Index. It might seem a little confusing now, but I’ll walk through some examples.