ClearAction

DECEMBER 14, 2017

Customer relationship management (CRM) — use of a database of customer transactions and facts that enable customized communications (1-to-1 marketing), upselling, cross-selling, and data-mining. Experiential marketing — events and campaigns that build customer advocacy.

CRM 66

CRM Customer Care Customer Experience Customer advocacy 66

ClearAction

DECEMBER 14, 2017

Customer relationship management (CRM) — use of a database of customer transactions and facts that enable customized communications (1-to-1 marketing), upselling, cross-selling, and data-mining. Experiential marketing — events and campaigns that build customer advocacy.

CRM 59

CRM Customer Care Customer Experience Customer advocacy 59

ChurnZero

MAY 20, 2021

6M to $10M of Annual Recurring Revenue (ARR) or ~10 Customer Success Mangers (CSMs). Activities: Customer segmentation, defined CSM engagement models, defined customer journey maps, alignment between Sales and Customer Success. But you end up turning your customer journey into an internal process map.

Chief Customer Officer 90

Chief Customer Officer Accountability Journey mapping Customer advocacy 90

Education Services Group

AUGUST 25, 2023

Business leaders tend to think they’re above the fray, that they have no time for the frivolous, and that only they have access to a rarified and brainier atmosphere where Ayn Rand’s thoughts still predominate and where crassness and course behavior cease to exist. But we know better. So, let’s go. Instead of girl math, how about bro math ?

SaaS 52

SaaS Sales Journey mapping Feedback 52

Totango

OCTOBER 22, 2019

Ensure that all client notes are passed from the sales team so your CS team thoroughly understands the customer’s goals. Drive customer advocacy by providing a simple, effective onboarding process. Proactively manage customer communications. Recently graduated from onboarding status. Best practices: .

Best practices 49

Best practices Customer advocacy Upselling Accountability 49

CustomerSuccessBox

DECEMBER 13, 2021

It correlates all of these, i.e. hundreds of data points and millions of tracked feature events with renewal history, to learn what really drives renewals and upsells. Upcoming Customer Success trends in 2022 state that automation will not stay limited to simple tasks. Customer Journey Mapping. Jeff Heckler.

Journey mapping 52

Journey mapping Customer advocacy Upselling Big data 52

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