ChurnZero

MAY 7, 2021

In the rapidly maturing field of Customer Success, if you don’t stop to take stock of the strategy, processes, people, and technology that guide you, it’s easy to lose sight of where you are, and more importantly, where you’re headed. Q: What should a small Customer Success team focus on first?

Customer Success 59

Customer Success Metrics CRM Customers 59

CustomerSuccessBox

JANUARY 2, 2022

Eventful years like 2020 and 2021 have challenged the old traditions pertaining to Customer Success (CS). As we enter another year, Customer Success is poised to be more sophisticated. Managing customer relationships is crucial. 6 Focus areas for a Customer Success Team or a Customer Success Leader.

Customer Success 52

Customer Success ROI Measurement 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

ChurnZero

JANUARY 26, 2021

A J oint Success Plan is a simple but powerful tool for outcome-based customer success management. It’s designed to help solution providers align with their customers’ business goals and objectives. Customer success continues to evolve as a practice within companies that enjoy recurring revenue models.

Customer Success 98

Customer Success Tools Management Chief Customer Officer 98

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.

Customer Success 52

Customer Success Metrics Feedback Measurement 52

Education Services Group

JUNE 24, 2022

It’s more than ROI. It’s more than enabling customers to use your product. So, what stops customers from taking the adoption leap? This one might seem obvious, but you have to define, document, and measure adoption variables in order to know if a customer is adopting or has adopted your product or service.

Customer Success 98

Customer Success Net Promoter Score ROI Customers 98

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. The ROI is there.

Customer Success 0

Customer Success Net Promoter Score Chief Customer Officer Leadership 0

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

ChurnZero

NOVEMBER 5, 2021

You purchased your Customer Success software with expectations of how it would perform and how your team would use it. For busy Customer Success teams, it can be difficult to pause and reflect on the systems you use to manage your days. The 7-point audit checklist for Customer Success software 1.

Software 52

Software Customer Success Net Promoter Score Exercises 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

CSM Practice

AUGUST 26, 2019

A while back, I sat down with Paul Piazza for a fireside chat at one of our PulseLocal Silicon Valley Customer Success event series. At that time, Paul Piazza had already had multiple Customer Success systems deployed and configured. Changing management is hard but critical to the success of a CS team.

System 49

System Customer Success Net Promoter Score ROI 49

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?

Customer Success 64

Customer Success ROI Sales Groups 64

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.

Customer Success 49

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

ClientSuccess

OCTOBER 14, 2019

Imagine you took a poll at your company across all departments and proposed the question, “Which is more important: customer success or customer satisfaction?” You’re likely thinking that customer success and customer satisfaction are one in the same, or at least very closely related. And you’re not wrong.

Customer Satisfaction 46

Customer Satisfaction Customer Success Customers ROI 46

SmartKarrot

JANUARY 10, 2023

Role: Customer Success Lead Location: Remote, Canada Organization: Testimonial Hero As a Customer Success Lead, you will be developing and managing value-based relationships with the highest-value accounts with a focus on agreement completion and retention. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success e-support ROI Consulting 19

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 System 67

SmartKarrot

SEPTEMBER 5, 2022

Establish key success metrics for each customer and communicate progress against those metrics with both customers and internal partners. Help develop customer engagement forums to build a collaborative community of Arc customers. Assist sales in identifying growth opportunities or renewal risks.

Customer Success 19

Customer Success Case Study Customer Satisfaction ROI 19

SmartKarrot

SEPTEMBER 22, 2022

Role: Director of Customer Success – Remote Location: Remote, Seattle, WA, US Organization: Diversio As a Director of Customer Success, you will partner with Revenue leadership counterparts to refine processes, systems, and resources to successfully support customers.

Customer Success 19

Customer Success ROI Trends Customers 19

SmartKarrot

APRIL 26, 2022

Role: Director Customer Success – Lending Location: Charlotte, NC, US (On-site) Organization: Ally As a Director of Customer Success, you will establish robust feedback loops and communication channels (e.g., Slack, email, newsletters) with product and customers/customer-facing teams.

Customer Success 19

Customer Success Roadmap Customer Service Representative Leadership 19

Gainsight

DECEMBER 14, 2020

Our Chief Customer Officer, Ashvin Vaidyanathan , talks to customer success trailblazer Garin Landry in this conversation. Garin is the Insight Strategy Manager for Customer Operations and Strategy at Planview , a global leader in work and resource management (WRM). Ashvin: Hello, Garin! It’s just like the 1960s.”

Customer Success 52

Customer Success Customer Journeys Chief Customer Officer Guidelines 52

SmartKarrot

MARCH 7, 2022

Role: Director, Customer Success Location: Remote, New York, NY, US Organization: Urbint As a Director of Customer Success, you will own the ultimate success of Urbint’s customer base; this includes seamless customer onboarding, project success, retention, and renewal.

Customer Success 19

Customer Success NPS Roadmap Metrics 19

SmartKarrot

MAY 11, 2022

Director of Customer Success Location: Remote, Richmond, VA, US Organization: Partnerize As a Sr. Director of Customer Success, you will own your team’s metrics and create strategies to exceed them, focused on expansion, churn mitigation, success planning, and customer satisfaction.

Customer Success 19

Customer Success Roadmap Customer Satisfaction Knowledge Base 19

ChurnZero

JANUARY 11, 2019

It’s no secret that Customer Success and Product teams have a bit of a love-hate relationship, and when it comes to communicating and working together things don’t always go smoothly. 1 – Product Doesn’t Care About Our Customers. That roadmap they’ve created is a living document, always ready to be altered and updated.

Customer Success 45

Customer Success Roadmap Return on Investment Feedback 45

ChurnZero

MARCH 1, 2019

It’s time for another installment of our blog series where we spotlight a Customer Success professional and get their take on the industry as well as get to hear some of their top tips they’d like to share. This spotlight will be featuring, Brett Andersen who is the Director of Client Success at Degreed.

Customer Success 40

Customer Success Return on Investment Customers Roadmap 40

SmartKarrot

FEBRUARY 15, 2022

Role: Senior Director of Customer Success Location: Minneapolis–Saint Paul, MN, US Organization: Patterson Companies, Inc. Build and lead a team of onboarding, customer training, and account management professionals. Build and lead a team of onboarding, customer training, and account management professionals.

Customer Success 19

Customer Success Case Study ROI Customers 19

SmartKarrot

OCTOBER 7, 2021

Role: VP of Customer Success Location: Miami, FL, US Organization: AutoLeadStar As a VP of Customer Success, you will provide the front-line relationship for a select group of customers on an ongoing basis, and liaise with external and internal stakeholders as needed.

Customer Success 19

Customer Success Knowledge Base User Experience ROI 19

SmartKarrot

AUGUST 17, 2021

Role: Director, Customer Success Location: Bethesda, MD, US Organization: Mytonomy As a Director, Customer Success, you will monitor every step of the deployment process; from planning to go live, and post-launch optimization. Document and implement data management best practices for your team.

Customer Success 19

Customer Success ROI Training Customers 19

SmartKarrot

SEPTEMBER 17, 2021

Role: VP, Customer Success Location: Atlanta, GA, US Organization: CMSPI As a VP of Customer Success, you will oversee the management, growth, and increased engagement of existing merchant accounts. Ongoing management and development of overall Customer Success team/function. Net Promoter Scores).

Customer Success 17

Customer Success Net Promoter Score ROI Customers 17

Amity

FEBRUARY 2, 2016

Editor’s note: This is a living document, and our goal is to update it regularly with the best resources around customer success. The Best Customer Success Resources of 2016. Surely, you are staying up to date on the latest customer success trends – did someone say “customer marketing”?

Resources 80

Resources Customer Success Customers Customer Retention 80

Amity

JANUARY 20, 2017

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 48

Customer Success Management Fashion System 48

SurveyGizmo

JANUARY 3, 2023

Loop Closure : Ensure that customer feedback is responded to in a timely and personal manner by routing data to different departments that are empowered to follow-up on customer feedback (thus closing the loop). And pushing that data into BI systems will facilitate the correlation of feedback data with key business metrics.

Software 52

Software NPS Feedback Metrics 52

Gainsight

DECEMBER 20, 2020

What is the consumption gap (as it relates to Customer Success)? If your end customers can’t figure out how to use your product or they can’t get it to work in their network, or they can’t change their business process to adapt to its features , it has little or no value to them.

How To 59

How To ROI Training Customer Success 59

Gainsight

SEPTEMBER 28, 2022

When you truly dig into a SaaS business and its metrics, simplicity is more than just an intangible term or guiding principle. Simplicity, in fact, is and should always be very tangible — tied to real tactics, real results and real metrics that can be correlated back to efficient, durable growth in every corner of your business.

How To 52

How To Roadmap NPS Fashion 52

CustomerSuccessBox

JANUARY 31, 2022

S/he typically has a deep understanding of your solution and its benefits, understands the value and impact of ROI. Extra Resource: How to do effective account transitions in Customer Success? By simply asking or suggesting who else should be involved, Customer Success Managers can gain more strategic sponsors at QBRs.

How To 52

How To ROI Effort Score Customer Success 52

Kerry Bodine

JUNE 5, 2019

In the journey manager role synonymous with that of a customer success manager? I’ve heard of one company that gave each of its account managers the title of journey manager — and another that gave its customer support reps customer success titles. Of course, to show ROI, you then need to: Fix what’s broken.

Customer Journeys 136

Customer Journeys Management Touchpoint Banking 136

Kerry Bodine

JUNE 5, 2019

In the journey manager role synonymous with that of a customer success manager? I’ve heard of one company that gave each of its account managers the title of journey manager — and another that gave its customer support reps customer success titles. Of course, to show ROI, you then need to: Fix what’s broken.

Customer Journeys 120

Customer Journeys Management Touchpoint Banking 120