CustomerSuccessBox

NOVEMBER 2, 2021

A seamless handoff from sales to customer success to implementation is necessary to deliver the promised early value. This is crucial to make your customer’s experience easier. CS professionals must have felt the grunt of a bad transition from Sales to Customer Success. Customer Retention.

Sales 52

Sales Customer Success Communication Customers 52

Education Services Group

AUGUST 16, 2022

Customer Success Plans are key to starting your customer relationships off on the right foot. CSMs use them to guide their first interactions with the customer, helping them clarify and set expectations, set up an action plan for moving forward, and establish critical milestones to work toward through the customer journey.

Sales 52

Sales Customer Success Leadership Meeting 52

Totango

AUGUST 14, 2020

In our latest installment in the CXO Series , we sat down with Stephanie Comardelle, Vice President of Customer Experience, Success, and Solutions at Lucid to discuss what it takes to implement a stakeholder engagement plan at a time when there is so much going on as well as how they are managing their new customer success program. .

Customer Success 156

Customer Success Sales Feedback Groups 156

Totango

NOVEMBER 12, 2019

Imagine you’re a customer. Do you continue to get the same level of attention from that company’s customer success (CS) team? As you can see from the customer’s perspective, the attention you offer after a sale is completed is just as important as the attention you show during the sales process.

Sales 60

Sales Customer Success Customer Journeys How To 60

Amity

NOVEMBER 14, 2018

The sales to customer success handoff is one of the most important intersections in the customer journey. It can make the difference between successful product adoption or a churn risk waiting to happen. Let’s talk about where you need to start in order to avoid this from happening to your customers.

Sales 87

Sales Customer Success Tips Customer Journeys 87

Totango

APRIL 12, 2022

At Totango’s 2022 Global Executive Forum , customer success leaders from around the world came together to connect with their peers, share ideas and learn about new products and opportunities. Top 10 Insights from Customer Success Executives. The Customer Comes Before the Product. Deliver Value First.

Customer Success 83

Customer Success Customer Journeys Roadmap Sales 83

CustomerSuccessBox

AUGUST 3, 2021

During the entire process with the customer, pre-sales and post-sales, there is a need for a close relationship between Customer Success and Sales. But the most crucial is the need for knowledge transfer about the customer. Steps to Establish a Successful Knowledge Transfer.

Sales 52

Sales Customer Success Customers Customer Retention 52

ClientSuccess

MAY 25, 2023

ClientSuccess launches SmartCS , its groundbreaking AI-driven solution designed to empower customer success managers and executives with data-driven insights, optimized workflows, prescriptive recommendations, and intelligent actions.

Net Promoter Score 81

Net Promoter Score Customer Success NPS Effort Score 81

Totango

JUNE 10, 2022

As we saw in our 2021 State of the Customer Success Industry and Salary Report , the role of Customer Success Manager (CSM) is one of the fastest-growing jobs in the industry. In a recent webinar titled “Navigating Your Customer Success Career Path”, Totango’s Sr. Customer success is still new.

Customer Success 102

Customer Success Tips Chief Customer Officer Leadership 102

Education Services Group

MAY 20, 2022

I see a lot of chasing in Customer Success: chasing metrics that our data doesn’t support, chasing insight, chasing answers to the reason customers churn, and chasing a haven of exemplary plays and processes to mitigate risk and drive value. Stop chasing metrics without documenting the business outcomes they are driving.

Customer Success 98

Customer Success Net Promoter Score Customers Metrics 98

CustomerSuccessBox

MARCH 23, 2022

As a Customer Success Manager , your main goal is to ensure that your customers have a great experience. And to make sure that your customers get the maximum value out of your product. While a day in the life of a Customer Success Manager (CSM) is imaginably packed with a lot of meetings with customers.

Customer Success 52

Customer Success Meeting Customers Resources 52

SurveyGizmo

MARCH 12, 2021

One of the biggest pain-points for most sales teams is the hand-off from sales to customer success or account management. Especially if all those notes aren’t documented in your CRM? Which results in customers feeling like they must start all over again or they haven’t been heard.

Sales 98

Sales CRM Customer Engagement Customer Centricity 98

Customer Bliss

MAY 17, 2019

I’m a big believer in that,” said Eleanor O’Neil, regarding her decision to create a customer success forecasting system. Eleanor is the Chief Customer Experience Officer at Workshare , a B2B company that manages document productivity and security software for legal firms. Create a Customer-Focused Culture .

System 131

System Customer Success How To Customer Voice 131

Amity

OCTOBER 18, 2017

Customer Success teams interact with many cross-functional departments, building and maintaining relationships from Support to Account Management. But few relationships have more impact on future customer success than the one between Customer Success and Sales.

Sales 70

Sales Customer Success Customers Customer Experience 70

Education Services Group

SEPTEMBER 20, 2021

Each body on the court has a specific duty and responsibility to ensure the match is fair, accurate, and documented properly. Lastly—as a plug for my fellow CS Analysts—having Customer Success focused analysts as part of your CS organization (or better yet, CS Center of Excellence) is a must.

Analytics 97

Analytics Customer Success Data Sports 97

Gainsight

DECEMBER 21, 2023

For a long time, proactive vs reactive was a common debate among Customer Success professionals. Now, the verdict is in, and everyone agrees that proactive Customer Success Managers (CSMs) are best positioned to drive value and deliver a better customer experience. Control over the customer experience.

Customer Success 52

Customer Success Company How To Effort Score 52

ClientSuccess

OCTOBER 25, 2021

For many SaaS vendor teams, the industry landscape has become so competitive over the last few years (and especially during the past 18 months) that every single customer interaction counts more than ever. Customers are churning over unforeseen circumstances, and CSMs are left wondering what went wrong.

Customer Success 64

Customer Success Metrics eBook Measurement 64

CSM Practice

MAY 22, 2022

A profitable Customer Success framework is built on the various stages that a customer goes through in his/her relationship with your business. On the other hand, Customer Experience, which is an important component of Customer Success, is created at every level of the contact between the customer and vendor. .

Customer Success 59

Customer Success Customer Retention B2B Customers 59

ChurnZero

DECEMBER 7, 2023

From living and breathing innovation, to questioning the status quo, to relentlessly pursuing customer value and breakthrough results, it takes a lot to become a ChurnHero Award winner. This year, five spectacular customer success teams have joined the list. Here’s what they achieved, and how they did it.

Meeting 52

Meeting Customer Success NPS Effort Score 52

Education Services Group

JULY 5, 2018

Newsflash: Most Sales and Customer Success (CS) professionals can’t read minds. But it seems to be a common assumption when there is no defined strategy for handing off a customer from Sales to CS. Nailing this hand-off is critical to ensuring the customer experience is positive from the start.

Sales 49

Sales Customer Success CRM Communication 49

Education Services Group

SEPTEMBER 12, 2022

In Customer Success, there are a million things to keep track of, from staying on top of our daily tasks to preparing EBRs and collecting NPS scores, the list goes on and on. Risk management can be used in anything from the implementation of a new project or process to part of the measure of customer health.

Customer Success 52

Customer Success Strategy Analysis Resources 52

Quadient

MAY 12, 2022

Cheers to customer success! Customer reviews are among Quadient’s favorite sources of feedback because they bring our products and services to life. Public customer reviews on third-party sites often provide contextual detail about how our products and services are being leveraged to drive better customer experiences.

Customer Journeys 52

Customer Journeys Customer Success Software Analytics 52

Totango

DECEMBER 3, 2020

Looking back at the 2020 Customer Success Salary Report , this year has also had a particularly influential effect on the Customer Success (CS) Industry. As compared to 2019, companies are increasingly growing their Customer Success teams to maximize retention and drive growth from existing customers. .

Report 64

Report Customer Success Net Promoter Score Roadmap 64

ChurnZero

OCTOBER 27, 2020

2020 has made a few things clear about the future of Customer Success: the handshake is definitely out; digital events are the new norm for connecting with colleagues, customers and peers; and the customer is most definitely gold. . Define Your Post-Sale Customer Journey. anxious, stressed, excited, etc.)

Customer Success 59

Customer Success Touchpoint Sales CRM 59

CustomerSuccessBox

MARCH 7, 2022

A Joint Success Plan is the customer success plan that you, as a Customer Success Manager (CSM), build with collaborative efforts from your customer’s end. An account plan is a comprehensive internal document that acts as a compass for all aspects of customer management. Key Contact summary.

Customer Success 52

Customer Success Tools Customer Journeys Customers 52

Education Services Group

APRIL 21, 2021

If you’re wondering what the ESG Customer Success Maturity Model is and why we built it, go back and read the first installment of this three-part series. Here in part two, I’ll talk about the second phase of Customer Success maturity – Operationalize. If you’ve already devoured that and are ready for more, read on!

Customer Journeys 94

Customer Journeys System Customer Success NPS 94

ChurnZero

MAY 20, 2021

When you build a Customer Success organization from the ground up, it’s easy to get caught in the trap of doing the wrong things well. That’s why it’s essential to invest in the people, processes, and technologies that create the most value for your customers and your organization. You don’t know why your customers churn.

Customer Success 90

Customer Success Customer Journeys Resources Touchpoint 90

CustomerSuccessBox

MAY 9, 2022

A Customer Success dashboard keeps track of your company’s health in connection to your product and its users. Customers are the lifeblood of any company, therefore having a clear picture of its revenue activities is critical for expansion. 360 Customer Success Dashboard.

Customer Success 52

Customer Success Net Promoter Score How To Metrics 52

ChurnZero

OCTOBER 1, 2022

Why is it that the need for operations in marketing and sales is never questioned, yet Customer Success isn’t given the same allowance? Even though CSQLs have a lower customer acquisition cost, faster rate of return, and high close-rate, says Tony D’Auria, industry principal at Valuize, a customer lifecycle consultancy.

Customer Success 97

Customer Success B2C How To B2B 97

ClientSuccess

OCTOBER 26, 2020

For sales organizations of all sizes, establishing “checks and balances” to ensure new business growth is incredibly beneficial for executive management. As your SaaS business grows, you’ll need to establish processes to ensure existing customer revenue and growth are achieved. What is a Quarterly Business Review (QBR)?

Customer Success 74

Customer Success Sales Metrics eBook 74

CustomerSuccessBox

MARCH 15, 2022

So let’s deep dive into Customer Success, Customer support and Account management. What is customer success? The initiative was taken by the business to assist the clients or the customers to effectively use its products and plan the business operations to be empowering and successful.

Customer Success 52

Customer Success Management Comparison Metrics 52

CustomerSuccessBox

APRIL 6, 2022

Processes are king in the field of customer success. Many customer success teams rely on a systematic approach to get everything done during the day. They ensure that nothing important for particular customers falls between the cracks. The solution is to drive those ‘aha’ moments with customer success.

Customer Success 52

Customer Success How To Conference Customers 52

Education Services Group

AUGUST 22, 2022

Today, many companies have these planned touchpoints scattered throughout their customer journeys, but again, we are talking about the exceptional. While I’ll focus on the Sales to CS handoff here, I believe these principles can be applied across multiple touchpoints and phases of the customer journey. Little moments.

Sales 52

Sales Touchpoint Customer Journeys Meeting 52

Amity

APRIL 24, 2017

From the day the three co-founders started the company, its business plan, and its culture, Customer Success has been at the forefront of all things Loopio. We sat down with Loopio's Co-founder and CEO, Zakir Hemraj , to discuss the genesis of Customer Success at Loopio and the effect it’s had on the company as a whole.

Customer Success 93

Customer Success Culture Metrics Customers 93

Gainsight

MAY 13, 2021

If one thing is abundantly clear, Customer Success has grown tremendously, both as a function and an industry, in recent years. Gartner’s research study is not only proclaiming that customer success here to stay, but the industry development it foresees is exponential, including the technology that improves processes and practices.

Customer Success 52

Customer Success Marketing Management Transportation 52

Education Services Group

JUNE 24, 2022

How many times have you watched customers churn early because they (or you) discover your product or service doesn’t actually solve for their business case? How many times have you seen customers stall or hesitate to adopt and you don’t understand why? It’s more than enabling customers to use your product.

Customer Success 98

Customer Success Net Promoter Score ROI Customers 98

ChurnZero

MARCH 4, 2022

This article is adapted from a session presented by Amy Manning , vice president of Customer Success at Lawgeex from BIG RYG, ChurnZero’s annual Customer Success leadership summit. Manage customer feedback. Assist your sales organization in closing deals faster. When should you use a force field analysis?

Analysis 95

Analysis Customer Success Exercises Effort Score 95