CustomerSuccessBox

MARCH 17, 2022

A playbook is a set of actions, next moves, and strategic things that Customer Success Managers (CSMs) can use to assist clients in achieving a scalable goal or aim. A Customer Success playbook is a list of proactive, and best practice actions that CSMs must perform! Pro tip : Customer Health Score Template.

Customer advocacy 52

Customer advocacy Upselling SaaS B2B 52

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

Totango

OCTOBER 29, 2019

You’ll see how valuable these skills are when your customer success team drives retention, lowers churn, and collects customer feedback. Tips for Building a Customer Success Team. Customer success is about proactively taking every possible step to help customers see value when using your product. Onboarding.

Upselling 61

Upselling Feedback Customer advocacy Accountability 61

CSM Practice

FEBRUARY 24, 2020

5. Advocacy Activity. Customer advocacy is no doubt crucial to gaining new customers in both services and technology companies. Advocates occur naturally but it is the job of the customer success team to promote advocacy among your successful customers. About CSM Practice.

Metrics 59

Metrics Customer advocacy Customer centricity Customer effort 59

Influitive

MAY 12, 2016

In this free eBook, we’ll share how your advocates can give your account-based marketing strategy an extra boost and explain why these two customer-centric marketing strategies work better together. The five-part Playbook is a detailed “how-to” guide based on proven best practices. Create your dream ABM program!

Accountability 61

Accountability Marketing B2B Customer advocacy 61

CSM Practice

APRIL 16, 2019

ng new customers thr?ugh In this blog, I’m going to share best practices and proven tactics to help your company increase new business deals, accelerate your sales cycle and increase net retention rate using best of breed advocacy playbooks for Customer Success teams. things a customer success manager ??n

Customer advocacy 55

Customer advocacy Upselling Management Best practices 55

ChurnZero

DECEMBER 20, 2019

By focusing efforts on retaining active users by iterating their existing services based on rich customer data, companies will have more opportunities to engage, upsell , and ultimately scale. . . Jay Nathan , Founder & Managing Partner, Customer Imperative . Customer Success Resource.

Chief Customer Officer 80

Chief Customer Officer Sales Customer centricity SaaS 80