InMoment XI

FEBRUARY 1, 2024

Spotlight’s integrated approach provides a comprehensive view, turning past and present data into powerful, actionable insights for immediate strategic impact. By understanding these intentions, businesses can proactively address customer needs, enhancing the overall customer experience and increasing sales and customer satisfaction.

Analysis 260

Analysis Analytics Social Media Loyalty 260

Customer Bliss

SEPTEMBER 19, 2017

Prior to Alteryx, Libby was a leading sales representative for the media, advertising, telecommunications and automotive industries at Strategic Mapping, a provider of spatial analytics and mapping software. In this role, she was responsible for defining both the company’s national sales growth and vertical-specific product development.

Chief Customer Officer 97

Chief Customer Officer Customer Journeys Roadmap Telecommunications 97

Totango

NOVEMBER 27, 2023

This shift presents a compelling opportunity for B2B enterprises to invest in tailor-made tools for their post-sales organizations and customer success (CS) teams. Refining post-sale strategies to better understand and meet the needs of customers. For example, unified data bridges the gap between sales and CS teams.

Report 94

Report Trends Customer Success Self Service 94

West Monroe

JANUARY 2, 2024

At this stage, a crucial responsibility for the CFO is the collection of a diverse range of quantitative and qualitative metrics; these metrics serve as the backbone of the organization's prioritized focus, essentially forming the finance transformation roadmap.

Data 52

Data Roadmap CRM Technology 52

SurveySensum

JANUARY 24, 2024

Put Everything in One Place Talk to Your Product Team and Prioritize the Feature Talk to the Sales and Marketing Team Keep the Communication with the Customer Open Learn to say NO Implementing a Feedback Loop Monitoring and Iterating Conclusion What is a Feature Request? Prioritise, based on strategy, roadmap, etc.

Roadmap 52

Roadmap Feedback Customers Survey 52

Gainsight

JULY 27, 2022

After all, as your counterpart in sales reminds you, it’s annual recurring revenue from V.I.P.s On the other hand, you don’t want to stray too far from your carefully calibrated roadmap, nor do you want to overwork your staff. Sure, the feature may not align with your roadmap; in fact, it may throw a monkey wrench into it.

Roadmap 59

Roadmap Government System User Experience 59

Totango

APRIL 12, 2022

To wrap up the event, Totango COO Jamie Bertasi shared 10 key takeaways she gathered from all the presentations and conversations that took place during our summit. The customer focus is driving a shift in the old pre-sale vs post-sale mindset. has a roadmap, a backlog, iterations, and new releases.In Deliver Value First.

Customer Success 84

Customer Success Customer Journeys Roadmap Sales 84

Education Services Group

MAY 28, 2021

One way to help this process go smoothly is for sales and CS to work together during the handoff between pre-sales and post-sales. We’ve found that incorporating the development of the Customer Success Plan into the transition from sales rep to CSM also helps align sales and CS goals and, most importantly, keep customers happy.2.

Customer Success 98

Customer Success Sales Customers Roadmap 98

West Monroe

JANUARY 16, 2024

An in-depth understanding of the companies’ technology capabilities ensures sellers can control the narrative of their exit on this key topic and remediate concerns prior to the sale process. Faster buyer processes are enabled with the use of sell-side report.

Strategy 52

Strategy Roadmap Resources Report 52

GetFeedback

JANUARY 29, 2019

Sales : use survey feedback to enhance the purchase experience and bolster salesperson skills. Product : improve product features and inform your product roadmap with customer feedback data. It’s difficult to know which questions should be asked, when they should be presented, and how they should be phrased.

Survey 150

Survey Net Promoter Score Roadmap Knowledge Base 150

Experience Investigators by 360Connext

JUNE 22, 2021

Traditional business education and even standard business plans don’t include much focus on the customer’s journey beyond the basics of getting the sale and delivering a product or service. But meanwhile, we have at-risk customers who are ready and willing to defect to competitors when the right opportunity presents itself.

Customer Journeys 297

Customer Journeys e-support Customers Loyalty 297

Customer Bliss

NOVEMBER 15, 2018

When starting out in her role as Vice President and CXO, Samantha spent a lot of time with the sales team at events and quickly learned from them that the Co-op’s products and services weren’t up to par with customer needs. Doing a user experience audience was really the secret sauce for giving us the roadmap for what we needed to do.

Leadership 128

Leadership Chief Customer Officer Financial User Experience 128

Kerry Bodine

APRIL 17, 2018

Customer recruiting always presents logistical challenges, but we’ve never failed to find customers who are enthusiastic about attending. “If Your customers don’t differentiate between the parts of their experience that are controlled by your sales team vs. those owned by operations—and they shouldn’t have to.

How To 120

How To Roadmap Exercises Tips 120

Oracle

FEBRUARY 21, 2020

Conversations are at the heart of every customer experience and allow customers to engage with your brand, from browsing and researching to engaging in marketing campaigns or sales discussions, driving purchase decisions, and engaging in post-sales. Oracle Digital Customer Service Overview and Roadmap.

Customer Service 62

Customer Service Roadmap Hospitality Conference 62

Gainsight

DECEMBER 21, 2023

However, they’re constantly iterating—the product roadmap is in flux, and the customer base is in flux. Realities of an Early-Stage Company Customer Success is rarely formed in the earliest days of a new company; usually Product, Marketing, Sales, and Finance all come first. Here are the highlights.

Customer Success 52

Customer Success Company How To Effort Score 52

ViiBE Blog

OCTOBER 28, 2021

The main goal of a company should be to create a satisfied customer, by delivering a great customer service roadmap and quality products, while applying the right strategies. This requires companies to design a positive customer journey at each touchpoint along the customer roadmap. What is digital CX?

Social Media 52

Social Media Roadmap e-support Video 52

CSM Magazine

FEBRUARY 15, 2022

Create A Relationship : Sales is about helping clients find products and make a purchase decision. Create A Sales Process: Educating your staff to represent your best interests isn’t nearly enough. Think about a sales process as a road map to assist your team members and your potential clients.

Roadmap 52

Roadmap Training Sales Trends 52

Thematic

APRIL 13, 2023

Atlassian relies on user word of mouth and viral products, instead of traditional enterprise sales, and we have a close relationship with our community of users. We wanted to ensure that ALL product teams were leveraging ALL customer feedback to make informed business decisions when prioritising roadmaps. Why Thematic?

Feedback 71

Feedback Roadmap Analysis Data 71

Thematic

DECEMBER 28, 2022

You can combine your feedback comments with operational and transactional data, like sales figures, regions, customer demographics, or performance statistics. Inform product roadmaps with customer-led data Text analytics software is awesome when it comes to analyzing subjective feedback like product reviews.

Analytics 71

Analytics Software Feedback Management 71

QuestionPro Audience

APRIL 16, 2018

Follow this approachable and executable roadmap below to find the most suitable trade show or exhibit for your product or service. For these answers, it’s key to interview internal sales, marketers, product managers, and other stakeholders. Align the needs of your brand. Why does your organization need to be at an event? At any event?

Multi-Channel 150

Multi-Channel Social Media Roadmap Marketing 150

ChurnZero

FEBRUARY 26, 2021

Is your Customer Success team: Butting heads with Sales during onboarding. But along with meeting the demands of their external-facing role, Customer Success also faces a barrage of internal requests – whether it’s case studies for Marketing, referrals for Sales, or research for Product. “In All of the above (and more).

Customer Success 59

Customer Success Company Management Roadmap 59

Integrity Solutions

JUNE 19, 2023

Since our work focuses on both skill and will — the skillset as well as the mindset necessary for sales success — we often get asked what the specific, core sales skills are that every salespeson today needs to have. We know that sales prospecting is a vital part of sales success.

Sales 16

Sales Communication Roadmap Competitive Advantage 16

NobelBiz

DECEMBER 11, 2023

Effective call flow management has the potential to revolutionize customer service, sales, and overall business operations. Understanding Call Flows A call flow is like a roadmap that guides a phone call through a contact center. IVRs are the initial point of interaction, presenting options to the caller for a personalized experience.

Call Flow 105

Call Flow Customer Experience Contact Center Call Center 105

Gainsight

APRIL 2, 2021

She explained that Okta ran a “sister” approach between Customer Success and Renewal Sales, which are connected closely in a team titled “Customer First.” More broadly, Customer First operations also include support, professional services, and everything post-sales that dives into the current customer base. A Thoughtful Org Chart.

Roadmap 52

Roadmap Leadership Customer Success Analysis 52

ChurnZero

SEPTEMBER 20, 2019

CS Plans should consist of the right balance of touch points, type of touch points and specific high value outcomes that guide customers along their roadmap to being fully entrenched and engaged with your solution. Q: What are your recommendations on keeping CSMs from being shoved down to a lower level customer contact after the initial sale.

Customer Success 66

Customer Success Roadmap How To Effort Score 66

CustomerSuccessBox

JUNE 21, 2022

Well-defined Sales-to-Onboarding Handoff. This begins with the sales to onboarding hand-off before the end of the sales cycle. it’s better to have the onboarding team present before the sales cycle ends. Suggested Read : The Effective way to Sales, Customer Success, and Implementation Handoff.

Strategy 52

Strategy Customer Retention Video Resources 52

Gainsight

OCTOBER 14, 2022

The cyclical value framework “points to the importance of understanding how customer value is presented and discussed at different stages in the customer lifecycle, all the way from marketing through customer success,” says Hayer. . This is how we need to be talking about it in Sales. Value engineering through the lifecycle.

ROI 52

ROI e-support eBook Roadmap 52

Lithium

MAY 3, 2022

Join us as the Khoros product team shares recent innovations to the Khoros platform and walks through upcoming releases on our roadmap. Using social media for customer service helps brands cut costs, increase retention, and boost sales. to present to their leadership team. Hello Atlas members! Available On-demand.

Multi-Channel 52

Multi-Channel Social Media Roadmap Metrics 52

Thematic

JULY 11, 2022

Here’s how thematic analysis can be applied in the real world: Drive product roadmaps Thematic analysis is awesome when it comes to analyzing subjective feedback like product reviews. Finding these types of insights enables you to validate your product and create data-driven product roadmaps.

Analysis 77

Analysis Roadmap Banking NPS 77

Gainsight

SEPTEMBER 15, 2022

When interpreted and presented correctly, they reveal what you are doing right or wrong and where you need to improve. For Capote, this indicated a critical point that was synonymous with sales and sales operations or revenue operations. “It Data tell a story in customer success. . Earning expansion through CS.

Chief Customer Officer 52

Chief Customer Officer Metrics Customer Success Roadmap 52

Quadient

SEPTEMBER 16, 2022

We also received a five out of five score for "planned enhancements" – the only vendor to receive a perfect '5' score, demonstrating the strength of our product roadmap. This is similar to the “living journey maps” concept that was present in our initial release.

Customer Journeys 52

Customer Journeys Social Media Roadmap Software 52

Magellan Solutions

OCTOBER 23, 2023

68% of marketers say outbound marketing generates the highest-quality leads for their sales force. We’ll explore the secrets of inbound and outbound telemarketing, the engines of customer engagement and sales conversion. This section provides a roadmap to successful inbound telemarketing. Look at this example.

Customer Centricity 52

Customer Centricity Effort Score Customer Satisfaction Loyalty 52

Thematic

OCTOBER 4, 2022

So, we only scheduled two hours per day, shown here in blue: During these slots, we held these sessions: Product roadmap. Our Director of Product presented what we are working on and then we split into groups to dig deeper into some of the items Company values.

Company 62

Company Travel Groups Transportation 62

SurveySparrow

JANUARY 4, 2024

It’s your data roadmap, making navigation a breeze. It’s like having a visual roadmap to guide your marketing decisions. Comparison Across Categories: Whether it’s sales for products or website visits by region, this chart type fosters easy visual comparisons. The central opening displays total sales.

Data 52

Data Comparison Trends Analysis 52

Clarivate

SEPTEMBER 22, 2022

IP data roadmap. Dashboards and visualizations that display pertinent information tailored to user needs are valuable for presenting information to decision-makers. IP data roadmap. Ensuring the provider will be there for you long after the sale is crucial to maximize solution value, while minimizing headaches.

Software 59

Software Management Roadmap Report 59

SurveySparrow

SEPTEMBER 29, 2023

Take a company with many departments like sales, customer service, marketing, and product development. This team should represent different aspects of your business, including marketing, sales, customer support, and product development. Use Varied Presentation: Prevent boredom by mixing things up.

Customer Experience 52

Customer Experience Exercises Customer Journeys Roadmap 52

Gainsight

JULY 15, 2022

As the era of “cheap money” comes to a close, many SaaS leaders are acting swiftly and decisively as they plan for accompanying declines in new-customer sales. In the world of B2B SaaS, when the going gets tough (anemic sales), the tough get going by accelerating their adoption of Customer Success (CS). So, what are you waiting for?

Effort Score 59

Effort Score Metrics B2B Customer Success 59