Education Services Group

AUGUST 9, 2022

Customer Success is all about change. Yet, most CS professionals don’t take advantage of the benefits of extremely valuable change management principles. It’s an excellent system for executing big changes like establishing a whole new Customer Success program and smaller changes like modifying your CSM comp plan.

Examples 52

Examples Customer Success Management Communication 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! Understanding customer journey is really important in any SaaS business model.

Customer Success 52

Customer Success Management Resources Customers 52

Education Services Group

MAY 28, 2021

Let’s talk Customer Success Plans. What’s a Customer Success Plan, you ask? Well, let’s just say it’s the wind beneath your customer’s wings. It’s the recipe for their success. My amazing metaphors aside, Customer Success Plans are essentially the “what” and “how” of delivering on your CS strategy.

Customer Success 98

Customer Success Sales Customers Roadmap 98

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 101

Customer Success Tips Chief Customer Officer Leadership 101

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

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 155

Customer Success Sales Feedback Groups 155

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

Totango

NOVEMBER 10, 2020

A key component of creating customer success is working with your customer to identify and organize mutual goals into a standardized customer success plan. Your customer success team can keep clients better informed on their progress, actively demonstrating the value obtained through your product.

Customer relationships 119

Customer relationships Customer Success ROI Customers 119

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

Gainsight

SEPTEMBER 19, 2022

For Customer Success (CS) teams, creating and managing alignment is essential at all stages of your CS evolution. At the onset, you need to create organization-wide alignment around what customer success will mean and the impact it should make on your business. . What is a customer success handbook?

Handbook 52

Handbook Customer Success Policies Guidelines 52

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

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

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

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. A Digital Execution Engine is Key.

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

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

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. Clear Documentation is crucial.

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. The customer journey maps allow customer success managers to feel that they can lead the customer during their journey and become more proactive.

Customer Journeys 81

Customer Journeys Customer Success Guidelines Customers 81

Gainsight

SEPTEMBER 26, 2023

For SaaS companies in 2023, it simply isn’t possible for Customer Success Manager (CSM) headcount to keep pace with business growth. That means self-service resources that guide customers through onboarding to fast value realization have become table stakes, for both low-touch and high-touch CS models.

Customer Success 52

Customer Success How To Self Service Course 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. When we take on a new project, spending some of our precious and limited time on risk management can save us a lot of hurt in the long run. .

Customer Success 52

Customer Success Strategy Analysis Resources 52

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

MARCH 10, 2022

On the other hand, there are potential customers all around us, and if they are just left to themselves then who’ll introduce your brand to them to witness the benefits of your product? The role and responsibilities of these two separate operations-“ Client Service Manager ” and “ Client Engagement Manager ”-differ.

Management 52

Management Engagement Sales B2B 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

ChurnZero

MAY 26, 2021

There are a number of Slack communities that have been created specifically for Customer Success professionals. To help with this, we have curated a list of the top five Customer Success Slack communities available for you to join today. CS in Focus applies the same mentality to Customer Success professionals.

Customer Success 86

Customer Success Leadership Resources Communication 86

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

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

Amity

AUGUST 30, 2018

Customer Success is still a relatively young discipline, and as a result, leadership teams are often unsure about where it fits into their organization. This would be a short-sighted move since Customer Success and Account Management are distinguished by more than just a naming convention.

Customer Success 67

Customer Success Management Fashion Leadership 67

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.

Meeting 52

Meeting Customer Success NPS Effort Score 52

CustomerSuccessBox

MARCH 7, 2022

What is a Joint Success Plan? 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. It can assist salespeople in finding the correct customer match and asking the right questions. “

Customer Success 52

Customer Success Tools Customer Journeys Customers 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

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

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 2, 2022

Some years earlier we didn’t even know what Customer Success (CS) was and neither about the salaries in Customer Success but were well aware of what customer support is. There is a clear differentiator between these two and customer success is evolving ever since. Senior Customer Success Manager.

Customer Success 52

Customer Success Chief Customer Officer Leadership Customers 52

Education Services Group

JULY 1, 2022

The role of Customer Success Analysts and the impact we can have, not only on the Customer Success organization, but the entire company, in bringing cross-functional collaboration and alignment. Some of the unattainable attributes and measures we waste time chasing in Customer Success. Customers want value.

Customer Success 52

Customer Success Metrics NPS Data 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. What will the Customer Success QBR look like and what tools will be used?

Customer Success 52

Customer Success Customers Connections Resources 52

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

Gainsight

OCTOBER 22, 2020

I’m responsible for Product Management and Technical Communications. As one team, we provide relevant guidance to users when they need it, whether it is through documentation or inside the product. With a finance background, I am focused on developing our Revenue Optimization solutions, which connects Customer Success to revenue. .

Meeting 98

Meeting Management Roadmap Customer Centricity 98