CloudCherry

DECEMBER 23, 2019

And, this week on ‘The Sweets of CX ’, I dove in to my first episode as a solo host, and was honored to interview a friend and colleague who’s ALL about his customers, Mike Miller – Director of Customer Success at CloudCherry (now Cisco). So, what Brand has wowed our Customer Success Expert? Fancy that!

CEM 195

CEM Customer Success How To Return on Investment 195

Gainsight

DECEMBER 18, 2024

Your Sales team rings the gong, and CRM lights up with the detailscontact information, deal value, and the goals your new customer hopes to achieve. For many businesses, a CRMs role quickly diminishes once the deal is done. The baton gets passed to Professional Services and Customer Success. But now what?

CRM 52

CRM Customer Journeys Sales Customer relationships 52

eglobalis

MARCH 13, 2025

Host executive town halls, share customer success stories, and launch company-wide training programs that educate employees on customer-centric behaviors. Break Down Silos and Encourage Cross-Functional Collaboration Customer experience is not the responsibility of a single department; it must be embedded across all functions.

Leadership 238

Leadership B2B B2C Net Promoter Score 238

Totango

MAY 24, 2022

Customer relationship management software is great for sales, but it isn’t a substitute for a customer success platform. In this blog, we’ll talk about why CRM features alone aren’t sufficient for an effective CS strategy. First, we’ll take a look at what a CRM is and what benefits its functionality delivers.

CRM 96

CRM Customer Success Customer Relationship Management Customer relationships 96

Retently

MARCH 16, 2022

But there’s still one area that’s neglected all too often – Customer Success. As SaaS companies spring up, the essential Customer Success role is being rolled into Customer Service. What is the role of Customer Success? The Customer Success Manager (CSM) is thus not a passive role.

Customer Success 158

Customer Success Net Promoter Score Customers Customer Retention 158

Retently

MAY 31, 2024

The Connective Tissue of a Company The first non-technical hire you make needs to be in Customer Success. Customer Success is the bridge between what your company does and what your customers need you to do. They offer a look into the minds of your customers and can shape the direction of your entire firm.

Customer Success 142

Customer Success Management Net Promoter Score Feedback 142

Totango

JULY 19, 2022

You don’t need your CRM. How Your Customer Success Platform Can Replace Your CRM. Recurring-revenue businesses succeed by nurturing customer relationships over the entire lifecycle. Attempting to retrofit your CRM to accomplish this strategic initiative is likely an exercise in futility.

CRM 96

CRM Customer relationships Customer Success Exercises 96

SurveySensum

DECEMBER 30, 2024

ChurnZero As one of the leading CustomerGauge alternatives, ChurnZero redefines how subscription businesses manage and elevate customer success. Designed with efficiency and scalability in mind, it helps Customer Success teams proactively address churn risks, maximize renewals, and unlock revenue opportunities.

Customer Success 52

Customer Success Customer Journeys Multi-Channel NPS 52

Totango

NOVEMBER 15, 2021

Customer success tools extend the functionality of your CS platform, multiplying its value. By connecting data from other success tools to your CS tool, you can view and manage all your customer data from one place instead of leaving it isolated in separate information silos. CRMs: Salesforce and HubSpot.

Tools 117

Tools Customer Success Software Self Service 117

ChurnZero

MARCH 28, 2025

When customer success starts reporting into the CRO, its not just a reporting changeits a strategic shift. Most CROs come up through sales, where success is measured by speed and outcomes. But owning the full customer lifecycle demands a new operating modelone built on trust, value, and long-term growth.

Customer Success 52

Customer Success How To CRM Sales 52

ShepHyken

SEPTEMBER 7, 2023

In fact, in a three-year study, companies that implemented a well-designed customer success program saw a 91% return on investment and more productive CX teams. What does a “well-designed customer success program” even look like? We’ll get into the specifics of customer success platforms later in this guide.

Customer Success 139

Customer Success How To Return on Investment Customer Centricity 139

GetFeedback

JANUARY 28, 2019

Combine NPS survey results with your CRM. The best way to get context on your customers is by using the data you already have from your ongoing relationship. Usually, this is stored in a customer relationship management (CRM) tool, like Salesforce. Combining your NPS data with your CRM is just the beginning.

NPS 246

NPS Survey Net Promoter Score CRM 246

InMoment XI

OCTOBER 23, 2024

Moreover, by handling repetitive analytical tasks, AI systems allow human agents to invest more of their time and energy into forging strong customer relationships by resolving more complex issues. AI-powered feedback analysis can also help your bank capture meaningful insights from customer data to improve CX strategy.

Banking 195

Banking Customer Experience Effort Score Financial 195

Totango

FEBRUARY 18, 2021

In this series, we will discuss a different integration that Totango offers to help harness the powers of all of your technology platforms into one dynamic customer success platform to improve your team’s efficiency and take your customer success to the next level. Salesforce.

CRM 72

CRM Customer Success System Sales 72

Totango

AUGUST 16, 2022

Customer Retention Software Cuts Down Client Churn. Customer retention software has become essential for effective SaaS customer success strategies. A winning SaaS business model must prioritize retaining customers, which is far more cost-efficient than acquiring new clients to offset churn. Onboarding.

Customer Retention 106

Customer Retention Software Customer Success CRM 106

Totango

NOVEMBER 27, 2023

With acquisition costs proving too high in today’s constrained environment, many businesses are finally putting greater focus on nurturing existing customer relationships to ensure retention and expansion. The global market research company conducted its first Forrester Wave™ evaluation of top customer success platforms.

Report 98

Report Trends Customer Success Self Service 98

Totango

JANUARY 29, 2019

We’re living in the age of the recurring revenue business, and in this increasingly digital economy, enterprises succeed by nurturing customer relationships over the entire lifecycle. Do it right and customers will stay with you for years. A Traditional Customer Relationship Management System: Features and Limitations.

Customer Relationship Management 55

Customer Relationship Management CRM Customer relationships System 55

ChurnZero

NOVEMBER 8, 2019

Serious About Customer Success? Your CRM is Not Enough! Now more than ever Customer Success is essential to the long-term success of your entire organization. Now more than ever Customer Success is essential to the long-term success of your entire organization.

CRM 63

CRM Customer Success e-support Chief Customer Officer 63

GetFeedback

DECEMBER 26, 2018

If you’re going to house your customer data somewhere, why isn’t there an easy way to sync customer feedback to that system? CRM integration is especially critical for Net Promoter Score (NPS). The NPS survey measures long-term customer satisfaction and customer loyalty—two fundamentals for modern organizations.

Net Promoter Score 210

Net Promoter Score NPS Measurement How To 210

Totango

NOVEMBER 15, 2021

Customer success tools extend the functionality of your CS platform, multiplying its value. By connecting data from other success tools to your CS tool, you can view and manage all your customer data from one place instead of leaving it isolated in separate information silos. CRMs: Salesforce and HubSpot.

Tools 94

Tools Customer Success Software Self Service 94

eglobalis

OCTOBER 9, 2024

Likewise, if the feature is accepted but will take time, setting clear expectations helps maintain strong customer relationships. Challenges : Managing customer disappointment can be tough, especially with long-term clients. A large enterprise client requested deeper integration with their proprietary CRM system.

Feedback 516

Feedback ROI Innovation B2B 516

Method:CRM

MAY 1, 2023

You’ve gathered all the customer information you can dream of through your CRM system, but now what? How do you make sense of the CRM and customer experience data you’ve worked so hard to collect? Read on to learn more about how you can use your CRM and customer experience data to its fullest potential.

CRM 93

CRM Customer Experience Self Service How To 93

Optimove

AUGUST 19, 2021

The most in-with-the-times B2C brands out there are customer-centric. The smartest among them make a strategic effort and investment in increasing their Customer Lifetime Value by making CRM Marketing a priority. Oh, I don’t know, maybe a much higher revenue contribution from the CRM? (45% Remember study groups?

CRM 98

CRM Effort Score B2C Customer Centricity 98

Kerry Bodine

JANUARY 30, 2021

Here’s the problem: Individual B2B customers tend to have strong personal connections to one ( maaaybe two) people in the organizations they do business with. That might be an account manager, customer success manager — or, as in my case, a payroll specialist. The good news: This poor customer experience is easy to avoid.

B2B 227

B2B Company Customer Experience Healthcare 227

AWS Machine Learning

DECEMBER 11, 2024

Since that time, thousands of active users have asked hundreds of thousands of questions through Field Advisor, which we have embedded in our customer relationship management (CRM) system, as well as through a Slack application. The following screenshot shows an example of an interaction with Field Advisor.

Sales 108

Sales Customer Engagement Engagement Knowledge Base 108

ClientSuccess

FEBRUARY 1, 2021

As we head into a new year, many customer success teams are looking for new ways to up the ante with their customer success efforts. In addition to these intrinsic efforts, many customer success teams are turning to software and technology to help boost the effectiveness of their account management workflows.

Software 104

Software Customer Success Effort Score eBook 104

TeamSupport

JULY 27, 2018

Customer Relationship Management (CRM) can have many different definitions, and can sometimes cause confusion. Does CRM include correspondence before a company becomes a customer, such as sales and marketing? Drawing the line of what is and isn’t part of the CRM experience can be difficult.

Customer Relationship Management 45

Customer Relationship Management Customer relationships B2B Customer Success 45

Thematic

APRIL 21, 2025

Make sure you’re collecting feedback and information from all key sources: CRM and account records: Your CRM holds the history of all interactions with the account—sales calls, contract details, renewals, etc. Mining this data provides context on the relationship’s health and any commitments made.

B2B 62

B2B Customer Insights Engagement How To 62

Experience Investigators by 360Connext

JANUARY 18, 2022

Yet in some organizations, customer experience training is reserved for those who are in customer service roles only. And that training can feel tactical and task-driven, like explaining how to track customer records in a Customer Relationship Management (CRM) platform.

How To 378

How To Customer Journeys Culture Training 378

ClientSuccess

MARCH 21, 2023

In the past decade, CRMs have revolutionized customer relationships. From tracking prospects to recording sales interactions – teams can unlock incredible insights with a good Customer Relationship Management platform. But what happens once customers become clients?

CRM 75

CRM Sales Tips Customer Relationship Management 75

AWS Machine Learning

DECEMBER 10, 2024

You have successfully added the HR Time Off custom plugin to be used by users. End-to-end use cases using built-in and custom plugins Sarah, a Customer Success Manager, demonstrates the seamless use of multiple applications through Amazon Q Business.

CRM 105

CRM System Customer Relationship Management Examples 105

Kayako

AUGUST 12, 2022

The challenge for brands is ensuring that customer relationship management doesn’t suffer as online spending becomes the norm. Customers still want personalized service even if they aren’t coming into the store. Visualize the Entire Customer Journey in One Place. Help centers are important to customer success.

Customer Service 296

Customer Service Ecommerce Effort Score e-support 296

Totango

JULY 5, 2022

In uncertain economic times, attracting new customers becomes exponentially harder as budgets get tighter and priorities shift. Let’s take a look at four key actions to take right now that will not only help you prove your worth to your customers but will allow you to see instant results. . Dive into Customer Health.

Customer Success 104

Customer Success Net Promoter Score Effort Score How To 104

Gainsight

AUGUST 26, 2024

If your business were a superhero, a CRM and CSP would be its cape and mask—a powerful combo that helps you leap over obstacles, fight for customer success, and soar to new heights. Enter the super-duo of customer management systems: Customer Relationship Management (CRM) and Customer Success Platform (CSP).

CRM 52

CRM Customer Success Company Customer Relationship Management 52

Education Services Group

NOVEMBER 21, 2022

I’m talking about the 2022 Customer Success Leadership Study (much more exciting, IMHO). For the third year in a row, we’re tracking all the twists and turns unfolding in the Customer Success industry. Customer Success is growing, which is no surprise. that have a specialized Customer Success Platform (CSP).

Study 98

Study Leadership Customer Success Industry 98

CustomerSuccessBox

MARCH 9, 2022

One is Customer Relationship Management (CRM) and the other is Customer Success (CS) platforms. According to a research study, 20% of the SaaS companies, especially small to midsize companies, often depend on their CRM to administer all customer life cycle tasks which do not suffice their Customer Success function.

CRM 52

CRM Customer Success Customer Relationship Management Touchpoint 52

InMoment XI

OCTOBER 31, 2023

They employ skilled agents who communicate with customers using to address their concerns, answer questions, or provide assistance. In essence, call centers bridge the gap between a business and its customers. Technology Integration Embrace technology to enhance your call center’s efficiency and customer experience.

Call Center 195

Call Center Strategy Management First Call Resolution 195