Education Services Group

OCTOBER 22, 2019

If you’re trying to build out a Customer Success strategy in your business, you don’t have to start from scratch. There are a ton of resources you can take advantage of in order to set up a Customer Success department, but one of the most useful resources is right there in your own building: your marketing department.

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Customer Success Marketing Resources Customers 49

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

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. Let’s dive in.

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Customer Success How To Self Service Course 52

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.

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Customer Success Company How To Effort Score 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.

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Customer Success Management Resources Customers 52

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. says Kevin.

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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. An account plan is a comprehensive internal document that acts as a compass for all aspects of customer management.

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Customer Success Tools Customer Journeys 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. Wait…what???

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Customer Success How To Customer Journeys Culture 98

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

CustomerSuccessBox

JULY 29, 2022

Keeping track of all of these interactions might be difficult, but good communication and making customer data open and available throughout the business guarantee a great customer experience. In order to streamline, standardize, and support Customer success initiatives, you must create an efficient customer success workflow.

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Customer Success Management How To Customer Journeys 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.

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Customer Success Customer Journeys Customers Case Study 77

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.

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Sales Customer Success Communication Customers 52

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. To figure out where you should begin on your growth and scaling journey, it’s helpful to first orient yourself with where you stand using a Customer Success maturity model.

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Customer Success Customer Journeys Resources Touchpoint 90

ClientSuccess

NOVEMBER 2, 2021

Customer marketing is one of these initiatives. While most customer marketing programs are a cross-function of CSMs and marketing teams, many marketing departments will look to CSMs for direction and guidance when selecting and working with customers directly.

Marketing 59

Marketing Case Study eBook Study 59

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.

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Customer Success B2C How To B2B 97

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. A section of this job is carried out through email marketing. What are Customer Success email templates? Customer Success Email Templates.

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Customer Success Video Customers Meeting 52

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.

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Customer Success Customer Journeys How To Resources 52

Education Services Group

JANUARY 19, 2021

At ESG, we’ve gone all-in on the future of Customer Success. Our Customer Success as a Service ® model means that it’s our job to understand all the industry’s challenges, and then develop and perfect the strategies and philosophies that empower CS organizations to face those challenges head-on.

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Study Leadership Customer Success Industry 52

ChurnZero

NOVEMBER 5, 2021

7-Point Audit Checklist for Customer Success Software. You purchased your Customer Success software with expectations of how it would perform and how your team would use it. Auditing your Customer Success software helps you identify inefficiencies and quality improvements in your requirements, data, and processes.

Software 52

Software Customer Success Net Promoter Score Exercises 52

CustomerSuccessBox

JULY 26, 2022

The position of Customer Success leader imposes specific responsibilities on the holder. Most of us face competition from both direct and new competitors, as well as other ways customers can spend their limited time and money. What objectives do customers desire that we do not provide? These are some of them.

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Customer Success Metrics Feedback Measurement 52

Customer Bliss

DECEMBER 20, 2016

Amy Downs is the Chief Customer Success & Happiness Officer at Lifesize, a company enabling communication and collaboration among many mediums (their slogan is “connecting people to make their workplace great” ), was quite interesting. At Lifesize, she was initially VP of Customer Care. Episode Overview.

Customer Success 0

Customer Success Net Promoter Score Chief Customer Officer Leadership 0

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.

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Customer Success Multi-Channel Advertising Touchpoint 19

CSM Practice

OCTOBER 10, 2018

This summer, I received a call from one of my favorite customer success community leaders, Dave Blake who is the CEO for Client Success. Dave asked me if I might be interested in taking part as a judge for The Customer Success Innovator of the Year Award that takes place each year during CS100 Summit.

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Customer Success Chief Customer Officer ROI Customers 49

CSM Practice

OCTOBER 10, 2018

This summer, I received a call from one of my favorite customer success community leaders, Dave Lake who is the CEO for ClientSuccess. As a judge, assessing the finalists included meeting with 5 forward-thinking brainiacs, who all shared fascinating new approaches to doing customer success better.

Customer Success 49

Customer Success Chief Customer Officer ROI Customers 49

Gainsight

APRIL 2, 2021

I spoke with Kari Ardalan, Senior Manager of Customer Success Scaled Operations, who walked me through how her department succeeds. She was a field Customer Success manager with over ten years in CS. When Kari began there, the function of Ops was called “Customer Success Scaled Operations.”

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Customer Success Effort Score Sales System 52

Education Services Group

OCTOBER 21, 2021

While Centers of Excellence (CoEs) have been popular drivers of improvement in organizations like Marketing, HR, and IT, they haven’t quite caught on in Customer Success (yet). A Customer Success CoE centralizes the knowledge and expertise of CS and distributes it across the enterprise.

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Customer Success Metrics Analytics Guidelines 52

Gainsight

OCTOBER 23, 2019

The critical role played by customer success (CS) teams is well known, as is the importance of the customer success software powering these teams. But, could thinking about customer success software as a category be leading us down the wrong path? Understanding the Customer Success Software Market.

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Software Customer Success Tools Customer Centricity 60

SmartKarrot

MAY 18, 2023

Role: Customer Success Manager Location: Berlin, Germany (Remote) Organization: Canonical As a Customer Success Manager, you’ll familiarise new Canonical customers to our products and customer support procedures. Create measurable success criteria based on customer objectives.

Customer Success 19

Customer Success Hospitality Touchpoint Sales 19

SmartKarrot

JANUARY 9, 2023

Role: Customer Success Manager Location: London, England, United Kingdom Organization: HiBob As a Customer Success Manager, you will build and execute an account-specific relationship framework inclusive of regularly scheduled status calls, quarterly business reviews, account documentation, reference management, and account planning sessions.

Customer Success 19

Customer Success Training Touchpoint Policies 19

Amity

JUNE 27, 2018

For our Customer Success meetup in Toronto, we had the privilege of hearing from James Scott , General Partner at SuccessHacker , who helps other companies achieve growth and success through their Customer Success (CS) teams. Customer Success hasn’t been around for nearly as long as we tend to think.

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Industry Customer Success Tips Customer Centricity 82

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. This article was originally published on WnTD's blog. Create a consistent internal communication process.

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Sales Customer Success Tips Customer Journeys 87

Totango

AUGUST 5, 2022

Asking the right questions is key to effectively using this powerful customer success tool. A marketing analysis of the client’s target audience, marketing strategy, and competitors. A client onboarding questionnaire can help you: Make a smooth handoff between your sales team and your customer success team.

How To 85

How To Customer Journeys B2B Sales 85

SmartKarrot

APRIL 13, 2023

Role: Customer Success Manager Location: New York, NY, United States (On-site) Organization: Runwise As a Customer Success Manager, you’ll be using the Runwise platform to support property managers, supers, and owners. Create a competitive market intelligence function and add value-adding areas as necessary.

Customer Success 19

Customer Success Customers Report Retail 19

SmartKarrot

APRIL 13, 2023

Role: Customer Success Manager Location: New York, NY, United States (On-site) Organization: Runwise As a Customer Success Manager, you’ll be using the Runwise platform to support property managers, supers, and owners. Create a competitive market intelligence function and add value-adding areas as necessary.

Customer Success 19

Customer Success Customers Report Retail 19

ChurnZero

MAY 17, 2019

The most commonly quoted challenge facing Customer Success leaders worldwide over the past ten years or more has been confusion over the role and definition of Customer Success. The question “ What do Customer Success people do? ” Q: What type of activities do you categorize as Customer Success?

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Customer Success ROI Sales Groups 64

Amity

MAY 17, 2016

SaaS Tattler Issue 84: Structuring Customer Success - What Works, What Doesn’t. Customer Success has come a long way in just a short amount of time. Predictable Revenue: How to Structure the Customer Success Role. " • Unlocking Customer Success: Organizational Structure.

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Customer Success Effort Score Software Sales 65

ChurnZero

JULY 1, 2022

Just ask your friends in marketing or sales. Customer Success operations is a necessity, not a luxury. It’s the best form of self-care you can give your CSMs who are maxed out handling difficult executive sponsors, devising customer business strategies, rescuing at-risk accounts, and selling solution upgrades.

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Customer Success Customers Metrics NPS 52