Totango

OCTOBER 22, 2019

Segment the following customers: New customers pending onboarding. Currently onboarding customers . Best practices: . Ensure that all client notes are passed from the sales team so your CS team thoroughly understands the customer’s goals. Proactively manage customer communications. At-risk customers.

Best practices 49

Best practices Customer advocacy Upselling Accountability 49

SmartKarrot

MARCH 26, 2021

Increase customer retention and adoption rates by conducting on-site visits, regular check-in calls, monitoring and completing CTAs, developing success plans. Responsible for customer references, case studies and testimonials for the portfolio of customers. Escalate issues/cases to the Customer Success Director when needed.

Journey mapping 10

Journey mapping Customer advocacy Best practices Upselling 10

Education Services Group

AUGUST 25, 2023

You’re making money when you return laptops for refunds after laying people off – free money!

SaaS 52

SaaS Sales Journey mapping Feedback 52

ChurnZero

JUNE 27, 2023

In my view, an effective digital customer success strategy has four key steps involving: Customer data Customer segmentation Automation A customer journey map 1. Subjective external: NPS, customer satisfaction scores (CSAT), customer advocacy and perceived return on investment (ROI).

Journey mapping 52

Journey mapping SaaS Customer advocacy Finance 52

Pointillist

JUNE 7, 2021

In this year’s survey, we sought to uncover what separates customer experience leaders from laggards. Pointillist surveyed over 1,150 CX, marketing, analytics and customer care professionals from various industries across the world to identify best practices, approaches, benchmarks and tactics used by top performing organizations.

Surveys 71

Surveys Management Journey mapping Customer centricity 71

SmartKarrot

AUGUST 4, 2020

When you see a strong customer success leader who wreathes a stern connection with the cross-departments as well, there is a warm path to product development. And as the CS teams develop customer advocacy, sales begin to see the impact of customer success in no time. Applying customer segments. Final Take.

Journey mapping 10

Journey mapping SaaS Customer advocacy B2B 10

SmartKarrot

DECEMBER 3, 2020

Having a team whose core mentality is being customer-centric will help improve the customer success process. Every department should be involved in making sure customers achieve their goals with great support and information. Focus on Customer Journey. Mapping your customer’s journey is not easy.

Management 10

Management Customer centricity Journey mapping SaaS 10