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

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

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 242

Leadership B2B B2C Net Promoter Score 242

ECXO

JUNE 23, 2024

Of course, I am extending the concept and exaggerating its use, but my point is that we can think that Customer Success acts as a kind of double agent because it serves both the customer and the company simultaneously, and clearly both sides are not enemies at all! It holds significant importance for any business.

Customer Centricity 358

Customer Centricity Culture Customer Journeys Customer Satisfaction 358

Gainsight

APRIL 24, 2025

Many Customer Success (CS) leaders are at an inflection point: Can we build what we need for Customer Success inside Salesforce or is it time to invest in something purpose-built? CRMs are already in place and familiar with go-to-market (GTM) teams. Reconfiguring a CRM for CSIs It Worth It?

Customer Success 52

Customer Success CRM How To Sales 52

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 159

Customer Success Net Promoter Score Customers Customer Retention 159

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 143

Customer Success Management Net Promoter Score Feedback 143

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

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. Yeah, we said it.

CRM 96

CRM Customer relationships Customer Success Exercises 96

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.

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

Totango

JULY 23, 2021

When it comes to the structure of a Customer Success (CS) team, there are many factors that need to be considered, from the makeup of the team to the technology that will be used. Let’s break down these factors and take a look at what components are needed to structure an efficient and successful CS team. .

Customer Success 127

Customer Success Chief Customer Officer How To Sports 127

Magellan Solutions

FEBRUARY 15, 2023

The adoption of customer relationship management (CRM) systems in the business world has been a game changer for employees. A CRM virtual assistant (VA) is an extension of the customer service team, which handles routine tasks for clients. The duties of a CRM virtual assistant is not limited to handling customer support.

CRM 95

CRM Customer relationships Social Media Sales 95

InMoment XI

NOVEMBER 26, 2024

When to Use: This journey map is used when developing marketing and sales strategies that aim to guide prospective customers through their decision-making process. It is particularly useful for aligning teams across multiple departments, such as marketing, sales, and customer success.

Customer Journeys 195

Customer Journeys Customer Experience Strategy Touchpoint 195

InMoment XI

DECEMBER 17, 2024

It is common to see a wide range of candidates succeed in the role of CX managerfrom Salesforce Administrators to Senior Sales Operations professionals to Customer Success or Customer Experience/Voice of the Customer leaders. The most important of these tools is a customer experience platform.

Customer Experience Management 195

Customer Experience Management Customer Experience Management ROI 195

Totango

NOVEMBER 25, 2020

This allows for a deeper understanding of who your customers are and informs both when and how they can best be engaged. Why CRM Data Visualization is Not Enough. CRM data visualization is not enough—merely providing a comprehensive view of the customer is insufficient. No true “customer health score” offered.

Customer Success 112

Customer Success Net Promoter Score Effort Score CRM 112

Customer Bliss

NOVEMBER 14, 2017

Are you thinking about how to implement a customer experience journey at your startup? On this episode, Adriana Zeman , VP of Customer Success at Zaius , shares her proven path for making customer experience a part of the business in a startup operation. Adriana Zeman, A Strategic and Experienced Customer Success Leader.

Customer Success 0

Customer Success Customer Experience Chief Customer Officer Strategy 0

ClientSuccess

NOVEMBER 24, 2020

While the customer success world (and the larger SaaS economy in general) has experienced its fair share of ups and downs this year, the industry will be even more prepared in the future. . Here are 3 predictions for 2021 that will help customer success teams and leaders alike strategize, plan, and prepare: .

Customer Success 113

Customer Success Metrics CRM Trends 113

ChurnZero

JUNE 15, 2023

With less budget to go around, some SaaS companies are merging customer success and account management into one function that’s responsible for an account’s business strategy, product adoption, and value realization, as well as its renewal and expansion. CRMs are absolutely a must for automating and scaling sales operations.

CRM 96

CRM Sales Report System 96

ECXO

APRIL 24, 2024

gdcvte Simplifying CX Design: How Leading Enterprise Tech Firms Overcome Complex Challenges Part I The article was originally posted here: [link] Seamless customer experiences and clear interfaces are two key elements leveraged by successful tech enterprise to generate adoption, with design being the key to overcoming solution complexity.

ROI 317

ROI B2B Software System 317

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

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

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. The best way to get context on your customers is by using the data you already have from your ongoing relationship. NPS surveys should never be anonymous.

NPS 246

NPS Survey Net Promoter Score CRM 246

CSM Practice

DECEMBER 19, 2021

This saying applies to your Customer Success Technology stack more than anything else. The tools in your stack must work together to provide an exceptional customer experience. . Customer Success is a rapidly evolving function. Yet, Customer Success is often undervalued and underfunded.

Customer Success 98

Customer Success How To CRM Software 98

Totango

NOVEMBER 27, 2023

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

Report Trends Customer Success Self Service 98

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.

Tools 94

Tools Customer Success Software Self Service 94

Retently

JANUARY 13, 2025

Whether your customers are reaching out via support tickets or navigating your website, the best tools offer flexible deployment options to meet them where they are. Integration with CRM and Helpdesk Tools Your CES tool needs to cooperate, not isolate. Its relevant for those needing more advanced analysis and customization.

Measurement 117

Measurement Tools Effort Score Multi-Channel 117

Brandwatch CX

MARCH 27, 2025

Again, a social intelligence tool can help you understand the hours of the day and days of the week that customers are tweeting about your brand or your product category in general. Customer success (tell them how good they are) Customer loyalty programs are a mixed bag. Some say that they foster loyalty.

Customer relationships 93

Customer relationships Marketing How To Social Media 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

ChurnZero

FEBRUARY 17, 2022

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. That’s okay. I have a few tips to help you drive adoption that sticks.

Software 98

Software Customer Success How To CRM 98

ClientSuccess

SEPTEMBER 28, 2020

Customer success is a unique department within a SaaS organization. In the past few years, however, SaaS organizations – including executives, decision makers, and board members – have started to realize that a strong customer success department is critical to the long-term success of an organization.

Software 105

Software Customer Success How To NPS 105

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

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. Customer success notes and QBRs: B2B relationships usually include regular check-ins (e.g.,

B2B 62

B2B Customer Insights Engagement How To 62

ChurnZero

JULY 30, 2021

It’s no secret that Customer Success teams can occasionally get overlooked, or that organizations struggle with consistent cross-team collaboration. I know this firsthand, because as a Customer Success Manager at ChurnZero, I see it happen all the time with customers.

Customer Success 98

Customer Success Data How To Chatbots 98

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