Remove CRM Remove Customer Change Remove Customer Success
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Trends shaping The Forrester Wave™: Customer Success Platforms report

Totango

This shift presents a compelling opportunity for B2B enterprises to invest in tailor-made tools for their post-sales organizations and customer success (CS) teams. Forrester recognizes the value customer success platforms can provide to B2B companies looking to foster retention, growth, and advocacy.

Report 98
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How to encourage your CSMs to adopt Customer Success software

ChurnZero

9 tips to get your CSMs to adopt Customer Success software. Have you ever worked at a company where the Customer Success team had to beg for its own tools? The CSM perspective: how to encourage the adoption of Customer Success software. Tip #1 for CSMs: embrace change. That’s okay.

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How to encourage your CSMs to adopt Customer Success software

ChurnZero

9 tips to get your CSMs to adopt Customer Success software Have you ever worked at a company where the Customer Success team had to beg for its own tools? I have a few tips to help you drive customer success software adoption that sticks. Tip #1 for CSMs: embrace change As humans, we struggle with change.

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How to transition customers to a new CSM in 4 steps

ChurnZero

But alas, time — and customer accounts — waits for no one. Figuring out how to shift around a CSM’s book of business is a delicate balancing act, and one of the most challenging Customer Success processes to get right. Have the tCSM list all customer contacts and describe their personalities. The show must go on.

How To 98
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Battle Scars and Lessons Learned in Implementing Customer Success Systems

CSM Practice

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
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How to Prevent Blind-Side Churn by Identifying and Aligning With Customer Stakeholders

Gainsight

I frequently hear from customer success and sales leaders that two of the most common reasons for churn or downsell (revenue compression) are executive/sponsor change and lack of perceived value (for your product/service). We recommend adding a “persona” field to the Contacts object in your CRM.

How To 81
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How to transition customers to a new CSM in 4 steps

ChurnZero

But alas, time — and customer accounts — waits for no one. Figuring out how to shift around a CSM’s book of business is a delicate balancing act, and one of the most challenging Customer Success processes to get right. Have the tCSM list all customer contacts and describe their personalities. The show must go on.

How To 52