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. Voice of Customer.

Customer Success 52

Customer Success Net Promoter Score How To Metrics 52

Amity

OCTOBER 18, 2017

Customer Success teams interact with many cross-functional departments, building and maintaining relationships from Support to Account Management. But few relationships have more impact on future customer success than the one between Customer Success and Sales.

Sales 70

Sales Customer Success Customers Customer Experience 70

Customer Bliss

MARCH 28, 2019

In my conversation with Allison Pickens, the Chief Operating Officer at Gainsight , a customer success SaaS organization, you’ll hear how her background in strategy and management consulting, and investment banking, allowed her to thrive in her current position. Build Customer Success Internally and Externally.

Customer Success 131

Customer Success Management Exercises Metrics 131

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

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

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

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

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

Experience Investigators by 360Connext

AUGUST 17, 2021

But whatever you call yourselves, running effective meetings that keep the team engaged, excited, and working together is key to your success. Great CX meetings start with a solid foundation in the form of a CX Charter — a simple document that answers these six questions: What is Our CX Vision? What metric went up?

Meeting 364

Meeting Customer Experience How To Net Promoter Score 364

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

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

Totango

MARCH 21, 2023

In today’s challenging economic climate, teams must ensure they are utilizing the right initiatives to protect and grow customer loyalty. Their discussion covered three key strategies for powering up customer success. Don’t forget to make your feedback scalable. In 2023, Totango is taking its show on the road.

Customer Journeys 80

Customer Journeys Self Service Metrics Customer Success 80

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.

Customer Success 97

Customer Success B2C How To B2B 97

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

Gainsight

APRIL 15, 2024

Objectives: Accelerate Time to Value Assist with Initial Setup KPIs: Number of days from sign-up to first value, onboarding goals achieved, time saved/spent by the Customer Success Management (CSM)/Professional Services team, reduction in support tickets. This mapping should be informed by empirical user data and success metrics.

Customer Journeys 52

Customer Journeys Analysis Metrics Feedback 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. Sales Enablement.

Customer Success 0

Customer Success Net Promoter Score Chief Customer Officer Leadership 0

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

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.”

Customer Success 52

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. We believe that’s about to change.

Customer Success 52

Customer Success Metrics Analytics Guidelines 52

SurveyGizmo

MAY 6, 2022

Account Administrators now have access to all-new metrics related to survey data and platform usage across their entire account. With the new survey data and usage metrics brought to life on this page, you can easily see key metrics at a glance. So, What Metrics can Admins now Find on this Page? Project Data.

Metrics 96

Metrics Video Survey Government 96

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

Gainsight

NOVEMBER 23, 2020

As the Customer Success function matures, it’s increasingly clear that Customer Success Operations (CS Ops) plays a critical role in driving effectiveness and efficiency just as Sales Ops does for the Sales function. Jeff is the Senior Manager of Customer Success Operations. .

Customer Success 52

Customer Success Roadmap Handbook Financial 52

Amity

MAY 25, 2016

With over 750 customers worldwide, Vision Critical provides a cloud-based Customer Intelligence platform that allows companies to build engaged, secure communities of customers they can use continuously, across the enterprise, for ongoing, real-time feedback and insight. I head up the Customer Success Team in Toronto.

Customer Success 90

Customer Success Customers Metrics Sales 90

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

Education Services Group

JUNE 24, 2022

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. Take the time to define what it means for your customers to adopt your product.

Customer Success 98

Customer Success Net Promoter Score ROI Customers 98

Gainsight

OCTOBER 3, 2023

This new, out-of-the-box integration will help our joint customers mine deep insights and deliver maximum value to their customers as they progress from sale to post-sale to renewal, and beyond. The organization has a single, unified view of the customer journey. Custom Objects, and OOB jobs. The result?

Effort Score 59

Effort Score CRM Customer Journeys Sales 59

SurveySensum

OCTOBER 27, 2020

Being pivotal in shaping Customer Success’ best practices, she has been nominated as a top Customer Success strategist and influencer, year after year, since 2013. This week, in the SurveySensum CX Thought Leader Series , we had an insightful discussion with her about her Customer Success Journey.

Customer Success 59

Customer Success Consulting Chief Customer Officer Customer Centricity 59

Gainsight

MARCH 4, 2024

It is actually not difficult to demonstrate since modern training software (like Gainsight Customer Education ) incorporates tracking and reporting functions that go right to the heart of ROI metrics. By giving them training when and where they need it, you enable them to perform their work and to be successful.

ROI 52

ROI Training How To Course 52

Lumoa

JANUARY 7, 2021

Here are the five stages to think about when you’re mapping out your customer feedback strategy: Stage 1: Awareness Strictly speaking, a customer is someone who has already purchased your product, but we shouldn’t limit ourselves to asking only those people for feedback.

Customer Journeys 208

Customer Journeys Touchpoint Measurement Survey 208

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.

Customer Success 49

Customer Success Marketing Resources Customers 49

SmartKarrot

JANUARY 4, 2023

Role: Director of Customer Success Location: Remote, United States Organization: Slync.io As a Director of Customer Success, you will plan, lead, organize and control multiple project initiatives in accordance with the approved scope and schedule. Guide and coach customers with proactive customer success processes.

Customer Success 19

Customer Success Case Study Customers Policies 19

Totango

SEPTEMBER 20, 2022

Here we’ll walk you through the essentials you need to know to harness customer enablement to increase B2B and SaaS sales. First, we’ll define what customer enablement is. Then we’ll look at the benefits of customer enablement and how it mutually supports sales enablement strategies.

B2B 82

B2B Net Promoter Score Self Service Social Media 82

CustomerSuccessBox

DECEMBER 13, 2021

How you start your Onboarding lays down the foundation of how your entire customer journey is gonna flow. Customer Success must remain hyper-vigilant during Onboarding to ensure that customers follow their set journey. We all know Onboarding is the real sauce to Customer Success, so let us get it right.

Customer Journeys 52

Customer Journeys Sales Resources Tips 52

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.

Customer Success 52

Customer Success Customers Metrics NPS 52

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.

Industry 82

Industry Customer Success Tips Customer Centricity 82

Team Support

JULY 27, 2020

A recent report by McKinsey & Company indicates that some are increasing spend, offering hope that acquiring new customers now is still possible. The investment helped demonstrate our commitment to the customer’s success, getting the company off to a good start with a solid understanding of how to use their new system.

B2B 90

B2B Strategy Customer Success Software 90

ChurnZero

JULY 1, 2022

Just ask your friends in marketing or sales, which defined their spaces for ops long ago. Our panel was joined by Nina Walker, the head of CS operations for ABBYY , a leader in intelligent document processing and Sarah Yaksic, the senior program manager of CS at Synopsys. How do you set goals and metrics for CS operations?

Customer Success 52

Customer Success Customers Metrics NPS 52