Education Services Group

JUNE 9, 2022

Recently, I was in a very intense game of Topgolf with two of my friends and colleagues, Sheik Ayube and Peter Armaly (VPs of Business Development and Customer Success, respectively, here at ESG). When it comes to Customer Success and forecasting, there are three big picture principles that we must get right.

Customer Success 52

Customer Success Sales Customers Financial 52

Totango

AUGUST 25, 2022

For software service providers, customer engagement SaaS strategies play a central role in a successful business model. Proactive interactions with your customers can increase satisfaction and retention, driving repeat business and referral revenue. For example, you can: Extend premium upgrade offers to freemium customers.

Customer Engagement 98

Customer Engagement Engagement Tips Strategy 98

Totango

JANUARY 29, 2021

When your product directly helps your customers achieve their goals, your brand wins their loyalty. Playbooks for customer success managers help drive processes that promote winning client outcomes. What Is a Customer Success Playbook? Why Do You Need Playbooks for Customer Success?

Customer Success 81

Customer Success Customer Journeys Guidelines Customers 81

Gainsight

DECEMBER 19, 2019

Thousands of customer success leaders around the world are right now in “fun” discussions with their CFOs. Get 5 tips for winning budget from your C-Suite. Customer Success and the Rule of 40. That means you have 70%–35% left over for Sales, Marketing, and Customer Success!

Customer Success 66

Customer Success Self Service Exercises Financial 66

CustomerSuccessBox

FEBRUARY 7, 2022

And it calls for customer success software which is a higher version of customer relationship management software – CRM, that is curated to gauge specific goals of driving success, and especially to cater to SaaS businesses. Brief on customer success management software. Sales Activities. Productivity.

Software 52

Software Customer Success Management CRM 52

CustomerSuccessBox

JULY 12, 2021

Customer Success Model refers to the process in which your organization approaches the management of the customer during their journey post-sales. This is further divided into two level parts of the customer journey. The first part is onboarding a customer and the second part is driving adoption (value).

Customer Success 52

Customer Success Software Customers Engagement 52

CustomerSuccessBox

OCTOBER 4, 2018

Every SaaS company knows how important Customer Success is and what results it can bring if implemented properly. However, since it is a comparatively new field, there are many different ideas, thoughts on how one should be building a customer success team so that it can have a big impact on the bottom-line.

Customer Success 77

Customer Success Customer Retention Financial Customers 77

Oracle

FEBRUARY 8, 2021

Today, some organizations explore this technology’s use across the customer experience, mimicking the 1-to-1 personalized videos that sales teams may record for prospects or which customer success teams may create for users and customers. I still don’t know if we did the right thing. Show, don’t tell.

Tips 116

Tips Video Consumers Financial 116

Thematic

MARCH 23, 2020

Read for greater detail on budget/project reprioritization: The Customer Experience Implications Of The SARS-CoV-2 Coronavirus And COVID-19 Disease. #3 3 Now is a great time to focus on customer retention. During these times our compassion will generate customer loyalty & goodwill which will help us retain our customers.

Tips 90

Tips Customer Experience Self Service Feedback 90

ChurnZero

JUNE 12, 2020

Following the trajectory of these more established functions, the next natural progression in Customer Success’ evolution is specialization. As Customer Success teams continue to mature, and their need to scale and automate grows , having their own operations roles will become evermore essential and prevalent.

Customer Success 80

Customer Success Effort Score Metrics Leadership 80

Alida

AUGUST 30, 2016

To help you get the most out of every networking opportunity, we asked past attendees who are members of Connected Wisdom, our Vision Critical customer community, to share their top networking tips for the Summit. Four tips stood out and are important to keep in mind if you plan to attend the upcoming Summit in Chicago.

Tips 113

Tips Customer Centricity Fashion Case Study 113

CSM Practice

FEBRUARY 24, 2020

A good customer success team drives continuous value to the customer at every point in the customer life-cycle journey. Customer success teams use playbooks and strategies in their ongoing efforts to ensure customers achieve operational success and maximize value from your solution offerings.

Metrics 52

Metrics Customer Success Net Promoter Score Effort Score 52

CSM Practice

FEBRUARY 24, 2020

A good customer success team drives continuous value to the customer at every point in the customer life-cycle journey. Customer success teams use playbooks and strategies in their ongoing efforts to ensure customers achieve operational success and maximize value from your solution offerings.

Metrics 52

Metrics Customer Success Net Promoter Score Effort Score 52

CSM Practice

JULY 6, 2020

At the moment, SaaS companies appear to be under immense financial pressure, resulting in a dramatic increase in vendors seeking guidance on how to adapt, survive, and even thrive during this downturn. SaaS businesses that thrive during this period not only retain their customers but also sell more of their services to them.

Company 71

Company Strategy Tips Customer Success 71

ChurnZero

MAY 8, 2020

Customer Success is a relatively new discipline and has not faced a major economic event such as COVID-19. We all know Customer Success professionals who have been laid off or furloughed. Speakers: Mikael Blaisdell , Executive Director, The Customer Success Association. Q&A Recap.

Customer Success 59

Customer Success Customers Financial Software 59

ChurnZero

AUGUST 24, 2018

This week we hosted a well-attended webinar on – Customer Success & Finance: Get Aligned! Getting a customer to retention and its financial impact. The webinar discussed the process and impact of the renewal from both the Customer Success and Finance point of view. You Mon: Let me add a few things.

Customer Success 61

Customer Success NPS Customer Retention Financial 61

ChurnZero

SEPTEMBER 14, 2018

INBOUND is an industry event designed to gather Marketing, Sales, and Customer Success professionals all in one place to learn and get inspired together. Check out our top ten Customer Success takeaways from INBOUND 2018. Customer Support does not equal Customer Success. We have you covered.

Customer Success 66

Customer Success Customer Retention Conference B2B 66

CSM Practice

JULY 6, 2020

At the moment, SaaS companies appear to be under immense financial pressure, resulting in a dramatic increase in vendors seeking guidance on how to adapt, survive, and even thrive during this downturn. SaaS businesses that thrive during this period not only retain their customers but also sell more of their services to them.

Company 71

Company Strategy Tips Sales 71

Gainsight

NOVEMBER 4, 2020

In the world of customer success, it’s all about proving value, raising visibility, and understanding the customer, particularly in a time of fiscal “belt-tightening.” Suppose your customer, especially your executive stakeholders, don’t see the value your product or service gives them. So, start with the basics. .

Tips 52

Tips Management Chief Customer Officer Engagement 52

ClientSuccess

SEPTEMBER 26, 2019

Here’s a quick look at some effective strategies to keep your existing customers happy. Closely monitor customer health metrics on a regular basis. . Sam Fiel, Customer Success Manager at ClientSuccess, defines customer health as “the current state of customer satisfaction after a given engagement (i.e.

Customer Retention 49

Customer Retention Tips Net Promoter Score Metrics 49

CSM Practice

APRIL 30, 2019

There are many stages in the life of a business: An early startup stage with a handful of customers, or a much mature stage with a larger customer base. Somewhere in between, it becomes crucial to monitor and ensure customer success in relation to your business. Customer Success Benefits for Startups.

Customer Success 53

Customer Success Social Media Video Customers 53

ChurnZero

SEPTEMBER 7, 2018

You are looking to grow your Customer Success team – that’s great news! As we’ve mentioned before – Customer Success Manager is the third most promising job for 2018 according to LinkedIn. As we’ve mentioned before – Customer Success Manager is the third most promising job for 2018 according to LinkedIn.

Customer Success 45

Customer Success Management NPS Tips 45

Gainsight

MARCH 25, 2020

My teammates and their families are going through the same issues, and our customers are feeling the financial impact of business uncertainties. Businesses see regulatory crises (especially in highly regulated industries like financial services, compliance, etc.), COVID-19 has obviously been a big crisis for many businesses.

Communication 143

Communication Fashion Hospitality Financial 143

ChurnZero

FEBRUARY 1, 2019

At ChurnZero, our mission is to be the best Customer Success platform out there – and Customer Success teams sit at the heart of this goal. Since the field of Customer Success is still maturing, we feel it’s key to learn from others in the industry. Amanda Berger, Chief Customer Officer, Lucidworks.

Chief Customer Officer 53

Chief Customer Officer Customer Success Leadership Consulting 53

Waypoint Group

JUNE 13, 2018

When I work with Customer Success teams to embed proactive processes to strengthen customer relationships, concerns raised are typically centered on, “I don’t have time for that.” Following up on customer support requests. Helping customer contacts with training. Helping customer contacts with training.

Customer Success 40

Customer Success ROI Voice of Customer Resources 40

ChurnZero

JANUARY 18, 2024

If a customer churns before the payback period is met, it’s a financial net loss. Hence, the the role of a chief customer officer (CCO) which we define this way. What does the chief customer officer role encompass? A chief customer officer is an operational role responsible for all customer-facing activity post-sale.

Chief Customer Officer 52

Chief Customer Officer Net Promoter Score Insurance Software 52

Amity

OCTOBER 10, 2018

Sharing the ideas of other Customer Success Professionals can help give our community a whole new perspective on the Customer Success world! We are looking for original articles that offer best practices, guides, and tips on the topic of Customer Success. Customer Success Topics We Cover.

Case Study 60

Case Study Guidelines Tips Financial 60

CSM Practice

JANUARY 1, 2017

In the technology industry, customer success management is developing into a vital department. Setting up a customer program involves ensuring the success of your customers and, thereby, keeping them as customers for the long term. This group of people is called Customer Success.

Customer Success 58

Customer Success Metrics e-support Customers 58

SmartKarrot

JULY 25, 2022

If you have decided to be in customer success, there is no better time. There is a growing global need for customer success managers, customer success specialists, and customer success leaders. A CSM needs to ensure that customers meet their goals across their journey. These include-.

Customer Success 19

Customer Success Tips Culture Customers 19

CSM Practice

FEBRUARY 24, 2020

A good customer success team drives continuous value to the customer at every point in the customer life-cycle journey. Customer success teams use playbooks and strategies in their ongoing efforts to ensure customers achieve operational success and maximize value from your solution offerings.

Metrics 59

Metrics Net Promoter Score Effort Score NPS 59

Team Support

JUNE 18, 2020

But what about existing customers? Here are some tips for working with current customers during uncertain economic times: Reach out and check in on each B2B customer – Every company is different, and it may have been a week, a month, a quarter, or even a year since you’ve spoken to a specific customer.

Sales 59

Sales B2B Customer Experience Management 59

Amity

NOVEMBER 25, 2014

Amity had the good fortune of sitting down with a pioneer in Customer Success, Paul Teshima the original SVP of Customer Success (circa 2005) at Eloqua – now the Founder and CEO of Nudge Software , to talk about demonstrating the need for Customer Success. Here are the “aha!” We don’t think so.

Customer Success 48

Customer Success Chief Customer Officer Financial Sales 48

Gainsight

MARCH 31, 2022

Data drives your customer success program. Recently, Gainsight’s Director of Customer Success Strategy, Tim Van Lew, spoke with Cameron Marijosius SVP, Customer Success at GovOS about how to ensure your data is both accurate and actionable. It adds up to highly effective scorecards. The conclusion?

Data 52

Data System CRM Customer Success 52

SmartKarrot

NOVEMBER 2, 2021

In this write-up, we will focus on five such B2B digital customer experiences in the banking sector that customer success managers should replicate: 1. Bank of America utilizes a chatbot to establish connection with its customers. She makes money management easier for the customers.

Banking 11

Banking Examples Customer Success Customer Experience 11

Education Services Group

MARCH 8, 2023

Especially now that there’s a lot more scrutiny of the financial health of companies, our voices are being heard and our opinions more heavily considered. Anyway, let’s focus on Customer Success professionals and their current angst around talking with the CFO. Here’s a tip. What goes up, comes down. Of course, I noticed.

Course 52

Course Customer Success Customer Retention Financial 52

CustomerSuccessBox

MAY 24, 2022

If you could ask a question to your customers, what would that be? Tip: ask a question that drives your customer’s health! Yes, driving customer health is not an easy task. As a Customer Success Manager(CSM) or a Customer Success leader, you need first to create a success plan that has every detail about your customers.

Effort Score 52

Effort Score Financial Metrics Measurement 52

Amity

JANUARY 14, 2016

We are looking for original articles that offer best practices, guides, and tips for the topic of Customer Success. You can write about strategy, processes, data, people or anything you think would add value to the field of Customer Success. Customer Success Topics We Cover.

Case Study 63

Case Study Guidelines Tips Financial 63