Totango

OCTOBER 6, 2020

Customer success vs. customer support: although these two terms appear similar, they actually refer to two different, yet complementary, functions within a company. Fulfilling a proactive role, customer success focuses on problem prevention and creates value by enabling clients to achieve business goals.

Customer Success 105

Customer Success Customers Measurement Communication 105

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 82

Customer Success Customer Journeys Roadmap Sales 82

Totango

DECEMBER 8, 2020

Customer Success team accountability isn’t something you just worry about figuring out later once your CS team is up and running. As a manager, when your organizational best practices and your customer’s goals align with your employee’s actions and responsibilities, you have the perfect conditions for growth. .

Customer Success 92

Customer Success Communication Meeting Touchpoint 92

ChurnZero

MAY 26, 2021

Slack has transformed business communication. When we think of Slack, we usually think of it as an internal communication tool, however many people do not realize it can also be used for external communication as well. There are a number of Slack communities that have been created specifically for Customer Success professionals.

Customer Success 86

Customer Success Leadership Resources Communication 86

Education Services Group

FEBRUARY 26, 2020

One of the biggest challenges facing Customer Success leaders is how to effectively scale. This is nearly impossible without incorporating Digital Customer Success into your overall CS strategy. How will the customer experience be enriched by incorporating Digital Customer Success, not limited by it?

Customer Success 75

Customer Success Metrics Customer Journeys Customers 75

Gainsight

FEBRUARY 21, 2023

Customer success (CS) is a multifaceted discipline. At the heart of this juggling act is Customer Success Operations (CS Ops). McClanahan identified priority CS ops tasks to tackle, and offered suggestions for low-hanging fruit opportunities to create scale in your Customer Success program.

Customer Success 52

Customer Success Multi-Channel Self Service Call Recording 52

CustomerSuccessBox

JANUARY 19, 2022

An ‘ account transition’ is the process by which an existing or a new customer account is transitioned from one member of the Customer Success team to another. In an ideal world, your Customer Success Managers would have a great relationship with the customers. New customers need to be assigned to a CSM.

Customer Success 52

Customer Success How To Customers Touchpoint 52

CSM Practice

AUGUST 7, 2020

CSM Practice conducts Customer Success Executives Roundtable every third Tuesday of the month where you can connect and exchange strategies and tactical advice with your peers. Last July 21, 2020, CSM Practice had an awesome 8th session of the CS Executives Roundtable with the topic about Customer Lifecycle Journey.

Customer Journeys 81

Customer Journeys Customer Success Guidelines Customers 81

Education Services Group

AUGUST 9, 2022

Customer Success is all about change. Change management in Customer Success means taking a proactive, forward-thinking approach to implementing organizational shifts so that people are less resistant and more open to embracing a new dynamic. Changing processes. Changing systems. Changing the game.

Examples 52

Examples Customer Success Management Communication 52

Experience Investigators by 360Connext

JULY 6, 2021

Customer experience (CX) programs often begin with an idea and a dash of sincere enthusiasm…and little else. A Customer Experience Charter can answer that question. A Customer Experience Charter can answer that question. What is a Customer Experience Charter? The charter, however, is not a magical document.

Effort Score 358

Effort Score Customer Journeys Net Promoter Score Government 358

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

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. Onboarding.

Sales 52

Sales Customer Success Communication Customers 52

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

CustomerSuccessBox

JULY 29, 2022

Every step of the way, the ideal customer experience offers seamless, consistently high-quality service. Throughout the customer lifecycle, customers frequently interact with various teams within your business. Defining Customer Success Workflow. A customer success workflow is essential because of this!

Customer Success 52

Customer Success Management How To Customer Journeys 52

CustomerSuccessBox

DECEMBER 7, 2021

In an ideal world, it would be amazing to see every customer getting one-to-one attention from your customer success managers. It means it’s time for your business to adopt a digital-led Customer Success model! The aim should be to get enough information from those customers to turn them into your brand advocates.

Customer Success 52

Customer Success Management Resources Customers 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

APRIL 27, 2023

The respective directors of the customer success team and the product team were really going at it. Customer success would attest something like “If we don’t build this feature for this customer, they won’t renew.” How many customers will the feature affect? Neither side was listening to the other.

Customer Success 52

Customer Success Management Meeting Roadmap 52

ChurnZero

APRIL 1, 2022

You’re not alone,” says Sharon Winterton , vice president of Customer Success at Catalina Marketing during her session “ Battling imposter syndrome in Customer Success ” at BIG RYG, ChurnZero’s annual Customer Success conference. You’ve never done Customer Success before. There’s so much to do.

Customer Success 98

Customer Success How To Customer Journeys Culture 98

Totango

AUGUST 14, 2020

In customer success, your customers define their own victories. No one-size-fits-all finish line exists that clients must strive to cross, and there is no Harvard Business School concept of accomplishment you can award your customer before resting on well-earned laurels. Creating Better Customers, by Definition.

Customer Success 76

Customer Success Customer Journeys Customers Case Study 76

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

MARCH 30, 2022

When you build a customer journey map, you’re focused on the customer’s experience from their perspective. You chart every interaction with your customer, everywhere you engage with them and everywhere they engage with your product. Moments of connection: Cultivating relationships through commonality.

Customer Journeys 52

Customer Journeys Customer relationships Touchpoint e-support 52

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

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? Do you continue to get the same level of attention from that company’s customer success (CS) team? Or does communication slow or stop? But what happens next?

Sales 60

Sales Customer Success Customer Journeys How To 60

Totango

NOVEMBER 27, 2023

We know that sales and customer success (CS) teams must work together to drive revenue growth and expansion. However, as the focus on retention and expansion to drive growth has become more pertinent, the role of CS has also sharpened to focusing more on driving and ensuring customer value.

Sales 71

Sales Customer Success Communication Leadership 71

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

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

CSM Practice

AUGUST 7, 2020

CSM Practice conducts Customer Success Executives Roundtable every third Tuesday of the month where you can connect and exchange strategies and tactical advice with your peers. Last July 21, 2020, CSM Practice had an awesome 8th session of the CS Executives Roundtable with the topic about Customer Lifecycle Journey.

Customer Journeys 52

Customer Journeys Customer Success Guidelines Customers 52

CustomerSuccessBox

MARCH 11, 2022

As Customer Success specialists, we often think of quarterly business reviews (QBRs) as the reviews we do with our own customers, when we summarize recent successes, outline future targets, and build our connections with key stakeholders. Why Internal Quarterly Business Review is important.

Customer Success 52

Customer Success Customers Connections Resources 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

Gainsight

OCTOBER 5, 2020

Being in a Customer Success role in Gainsight, a Customer Success company, is akin to being an English professor at Oxford. Since my role as a CSM requires me to meet many talented peers in the customer success industry (our end users are often CSMs), I started looking for qualities that make a CSM a superstar.

Customer Success 59

Customer Success Management Customers Metrics 59

CustomerSuccessBox

APRIL 3, 2022

Customer Success ensures that your customers remain happy customers. Its objective is to guarantee that your customers get the most value from your product. Sending an email with the appropriate intent at the right time is essential to a good customer success email. Customer Success Email Templates.

Customer Success 52

Customer Success Video Customers Meeting 52

ChurnZero

APRIL 10, 2020

How to Nail Implementation and Customer Success Handoffs. As a deadline-driven team, Implementation fiercely adheres to project start and completion dates (for their sake and the customer’s). But issues arise when project handoffs occur at a less-than-ideal time for the next in the line of customer succession.

Customer Success 61

Customer Success Customer Journeys How To Loyalty Programs 61

Education Services Group

JULY 9, 2021

We know this can be especially true for Customer Success leaders. Project managers utilize powerful little documents called project charters to define, implement, and keep track of their projects. Why project charters are valuable in Customer Success. The elements of a Customer Success project charter.

Customer Success 52

Customer Success Customer Journeys How To Resources 52

Amity

NOVEMBER 14, 2018

With Elizabeth's permission, we are republishing and sharing it with our community. 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. Continuity. Consistency.

Sales 87

Sales Customer Success Tips Customer Journeys 87

SmartKarrot

JUNE 16, 2023

Customer Success Implementation Manager Location: United States (Remote) Organization: Lyra Health As a Sr. As soon as a contract is signed, work closely with the sales and customer success teams to guarantee a smooth customer handoff. Creation of customised cross-media marketing communication strategies.

Customer Success 19

Customer Success Multi-Channel Advertising Touchpoint 19

CSM Practice

OCTOBER 7, 2019

In the first blog of this series, we discussed the importance of being proactive as a Customer Success manager (CSM). CSM Documentation. A thorough documentation of your customer success processes and playbooks, enables your customer success team to achieve more with what you have as a team, in record time.

Customer Success 40

Customer Success Tips System Tools 40

ChurnZero

JULY 14, 2022

As a customer learning and education specialist at ChurnZero, I spend a lot of time consulting with subject matter experts—mainly implementation managers and CSMs—to create new customer education content. But what actually makes “good” data, and how does it contribute to Customer Success?

Customer Success 52

Customer Success Data Strategy Customers 52