Retently

MARCH 17, 2025

Final Thoughts: Turning Data into Action A Performance Matrix isnt just about tracking numbers but making data-driven decisions that improve customer experience and help support teams succeed. Focus on Trends : Dont just present numbers highlight whats changed and why it matters.

Report 90

Report How To Effort Score NPS 90

Education Services Group

MAY 28, 2021

Be sure to tap each one to get a full picture of the customer’s larger objectives and how to prioritize each one. By doing this work upfront, the CSM will have the information they need to build a roadmap for what success looks like from the customer’s point of view. Conversations, not presentations.

Customer Success 98

Customer Success Sales Customers Roadmap 98

Retently

OCTOBER 23, 2024

While the buyer journey lays out the roadmap for customer success, surveys help identify the hidden bumps along the way. They reveal pain points, areas for improvement, and opportunities to delight customers – whether it’s right after a purchase or a few weeks into product usage. For more complex or long-term products (e.g.,

Ecommerce 109

Ecommerce Survey Retail NPS 109

ChurnZero

MARCH 22, 2023

Breaking your customer base into segments does two things: It aligns your customer journey with the needs of each customer group, and it keeps your CS costs aligned with the revenue that each group generates. Both the customer experience and cost control are key parts of a solid success program.

Customer Journeys 97

Customer Journeys Customer Success Touchpoint Financial 97

Retently

AUGUST 23, 2023

It’s like having a roadmap to your growth strategy. There is no need to go through lengthy reports or complex data presentations. Great B2B companies revolve around teamwork, both between your team members and your team and its clients. NPS identifies not just the happy clients but also pinpoints the areas needing improvement.

Net Promoter Score 147

Net Promoter Score B2B Company B2C 147

Optimove

OCTOBER 21, 2021

Because you don’t want your competition to have this advantage over you, we present you with a list of smart marketers’ questions and what they look for when evaluating marketing technology vendors. Buyer Demand #2: A roadmap for solution maximization.

Brands 59

Brands Self Service Roadmap Competitive Advantage 59

Thematic

JULY 11, 2022

Insights found via the analysis show how you can improve your product, customer service, or employee experience. Here’s how thematic analysis can be applied in the real world: Drive product roadmaps Thematic analysis is awesome when it comes to analyzing subjective feedback like product reviews.

Analysis 77

Analysis Roadmap Banking NPS 77

Integrity Solutions

JUNE 10, 2024

Most sales leaders today recognize this isn’t a sustainable way to develop business and cultivate a long-term customer base. Buyers can detect the hard sell from a mile away, and that overbearing pushiness only ends up pushing customers to the competition while leaving the company’s reputation tarnished.

Sales 107

Sales Customers Training Case Study 107

Gainsight

JUNE 11, 2021

Major Takeaways: Sales and Customer Success relationships can be filled with friction. But both teams should be working together to drive more revenue than attacking the customer base separately. Create alignment to generate more revenue for the organization, stronger partnerships, and provide a smoother customer experience.

Chief Customer Officer 91

Chief Customer Officer Handbook Customer Success Knowledge Base 91

ChurnZero

FEBRUARY 26, 2021

But to create a stronger working relationship with Product , Sana recommends using a thematic approach to collect customer feedback that prioritizes broader customer pain points instead of one-off stories. Take the initiative to align on your product roadmap. Sales is driven by the latter, but Product is driven by the former.

Customer Success 59

Customer Success Company Management Roadmap 59

AWS Machine Learning

AUGUST 26, 2024

Our field organization includes customer-facing teams (account managers, solutions architects, specialists) and internal support functions (sales operations). Prospecting, opportunity progression, and customer engagement present exciting opportunities to utilize generative AI, using historical data, to drive efficiency and effectiveness.

Sales 115

Sales Multi-Channel Metrics Feedback 115

ViiBE Blog

OCTOBER 28, 2021

Digital aspects have taken a significant role in marketing and it is essential for a company to understand its customers better in order to provide them with the best possible experience. Together, these elements will enhance customers’ experiences while interacting with the brand or product. What is digital CX?

Social Media 52

Social Media Roadmap e-support Video 52

Gainsight

APRIL 2, 2021

More broadly, Customer First operations also include support, professional services, and everything post-sales that dives into the current customer base. Her role is directly involved with leadership and customer success. She is present at meetings twice a month, especially listening to the concerns of the CS team.

Roadmap 52

Roadmap Leadership Customer Success Analysis 52

Amity

JANUARY 30, 2018

Throughout her career in Customer Success, she’s had the opportunity to try a couple of things and has picked up some life-saving best practices along the way. We invited Maheen to the Amity office to present at one of our monthly Customer Success events. Communicate your product roadmap regularly.

Tips 69

Tips Customer Success Social Media Roadmap 69

CSM Magazine

FEBRUARY 15, 2022

Providing a better customer experience will convert your potential customer into a committed client. Understand Their Needs : Understanding your customer base, their needs, and possible wants is the first thing you need to focus your attention on. Presentation: actively present your expertise to assist the client.

Roadmap 52

Roadmap Training Sales Trends 52

CSM Magazine

APRIL 24, 2020

Here you will get a stepwise presentation of tips for effective writing. The plan helps an organization to run its business by describing how employees ought to interact with customers. As you write your CRM plan for a specific company, you have to understand that the goals of the firm have to match the customer needs.

CRM 52

CRM Tips Customer Relationship Management Customer relationships 52

ChurnZero

JUNE 15, 2023

Keep executives informed of successes, risks, and trends within the customer base. What hurdles do Customer Success teams encounter with product usage data? It can be difficult to justify why implementing a JavaScript snippet, for example, should take precedence over the product roadmap. Uncovering expansion potential.

Data 96

Data How To Meeting Customer Success 96

Gainsight

FEBRUARY 4, 2021

If you want to dive in more on why Dave thinks NDR is the new metric, see his SaaStr presentation here. Customer Success 2.0 = Net Dollar Retention. In parallel, the Customer Success space has significantly evolved since its early days. Product roadmap to align to client needs.

Tips 72

Tips Metrics Software B2C 72

CustomerSuccessBox

OCTOBER 31, 2021

Having a chance to be in front of, and learn from, our Executive Sponsor around what they care about and are looking to accomplish, we can be better internally at prioritizing what matters to our customer base. Don’t prepare a presentation talking about how great you did at putting out fires and fixing bugs.

Roadmap 52

Roadmap Customer Success Leadership Analysis 52

ChurnZero

SEPTEMBER 25, 2020

Since Customer Success teams’ daily work revolves around customers and their ever-evolving needs, formalizing the feedback process helps bring order and balance to the constant stream of incoming demands and requests. As a business, you can’t ignore revenue, but you also don’t want to discount customers based solely on size.

Customer Centricity 76

Customer Centricity Customer Success How To Roadmap 76

ChurnZero

MARCH 22, 2023

Breaking your customer base into segments does two things: It aligns your customer journey with the needs of each customer group, and it keeps your CS costs aligned with the revenue that each group generates. Both the customer experience and cost control are key parts of a solid success program.

Customer Journeys 59

Customer Journeys Customer Success Touchpoint Financial 59

InteractionMetrics

FEBRUARY 20, 2025

The result is a clear roadmap to improvement for your company. And when you have an actual score instead of a gamed score, you can make decisions based on facts. Or compare past and present NPS scores across different customer segments and business units using a longitudinal analysis.

NPS 52

NPS Net Promoter Score Strategy How To 52

Gainsight

DECEMBER 21, 2023

Early-stage companies have started to create a decent customer base. However, they’re constantly iterating—the product roadmap is in flux, and the customer base is in flux. The earlier you bring in Customer Success , the easier it is to tackle those challenges.

Customer Success 52

Customer Success Company How To Effort Score 52

Gainsight

JULY 5, 2022

Every journey begins with a roadmap, and every business motion starts with a strategy. A CS ops professional or leader should be included in strategy discussions regarding a customer success strategy with both CS and business leaders. Lastly, their communication skills must be prominently present by leading cross-functional alignment.

Roadmap 59

Roadmap Return on Investment Customer Journeys Customer Success 59

SmartMessage Blog

SEPTEMBER 6, 2022

Managing more than one movement, such as customer expectations and habits, brings success. When the right steps are taken, that is, awareness is created, the potential customer base turns into permanent customers. The work done turns the target audience into permanent customers.

Marketing 56

Marketing Study Social Media Roadmap 56

West Monroe

AUGUST 13, 2024

The result is a better customer and member experience, operational efficiencies, and the ability to bring products to market quickly. While the transition presents challenges, the long-term benefits in terms of cost reduction, improved customer experience, and new growth opportunities far outweigh the initial investment.

Banking 52

Banking Financial Analytics System 52

ChurnZero

APRIL 27, 2023

The respective directors of the customer success team and the product team were really going at it. The meeting we were in was supposed to be a forum where the two teams could trade notes and collaborate on the product roadmap. As a CS leader, sit down with your CSMs to review the different features their customers have requested.

Customer Success 52

Customer Success Management Meeting Roadmap 52

OpinionLab

MARCH 12, 2015

But if your approach is to merely review what people are saying on your site, you’ll most likely fall into one of the following mindsets: We don’t get enough feedback on the site to be representative of our customer base. If you’re not currently deploying a VOC technology, you should consider putting that on your roadmap for 2015.

Voice of Customer 68

Voice of Customer Multi-Channel Feedback Hotels 68

CustomerSuccessBox

JUNE 8, 2021

Interact with existing customers to identify pain points, prioritize business opportunities, and productize solutions to ensure customer success. Effectively communicate customer learnings to the sales and product team to help direct the roadmap of the company. Clarify ownership for each part of the customer journey.

Customer Success 52

Customer Success Metrics Roadmap Leadership 52

SurveySparrow

JUNE 20, 2023

What is a Customer Experience Dashboard Imagine having all the critical information about your customers at your fingertips, presented in a visually appealing and user-friendly way. That’s precisely what a Customer Experience Dashboard is. Excited to know what a CX Dashboard gives?

Customer Journeys 52

Customer Journeys Net Promoter Score Customer Experience Social Media 52

Gainsight

AUGUST 26, 2022

In their presentation, they explained that in order to build a company that can withstand the changes in the market, Product and Customer Success teams need to work together. Map your user journey toward designated outcomes based on stage, objective, and role.” Durable growth requires collaborative efforts from Product and CS.

Self Service 52

Self Service Customer Journeys Roadmap Customer Success 52

Retently

MARCH 5, 2024

It’s not just about the content of these emails but how they reflect your commitment to outstanding customer service, showing that you prioritize excellence in every interaction. Crafting responses that take into account the voice of the customer requires a thoughtful approach.

Feedback 139

Feedback Effort Score Social Media Customer Satisfaction 139

West Monroe

JUNE 1, 2023

Investing in the right platforms to track product use and adoption can yield insights that inform decision-making and roadmap tradeoffs and drive day-to-day operational efficiencies. They had extensive data about their customer base and usage but weren’t leveraging it to investigate the cause of high turnover.

Return on Investment 52

Return on Investment Culture Roadmap Metrics 52

Amity

JUNE 12, 2017

Customer Health Score (CHS) measures the health of the customer-vendor relationship and aims to predict its direction: will it churn, renew, or expand? CHS is only useful if it is defined within an effective segmentation of customers. · Stage: On-Boarding versus On-Going, etc.

Effort Score 54

Effort Score Automotive Retail Roadmap 54

CSM Practice

OCTOBER 10, 2018

By Andreas Knoefel, Customer Success and Services Executive, Thought Leader, and Author. As Customer Success leaders we are constantly challenged to preserve the customer base and to increase the recurring revenue stream. In one case I found that the customer engagement model was neglected the most.

Customer Success 49

Customer Success Chief Customer Officer ROI Customers 49

CSM Practice

OCTOBER 10, 2018

As Customer Success leaders we are constantly challenged to preserve the customer base and to increase the recurring revenue stream. I answered this call as the builder and leader of Customer Success for Apple , NextLabs and several startups. In one case I found that the customer engagement model was neglected the most.

Customer Success 49

Customer Success Chief Customer Officer ROI Customers 49

CSM Practice

OCTOBER 10, 2018

As Customer Success leaders we are constantly challenged to preserve the customer base and to increase the recurring revenue stream. I answered this call as the builder and leader of Customer Success for Apple , NextLabs and several startups. In one case I found that the customer engagement model was neglected the most.

Customer Success 49

Customer Success Chief Customer Officer ROI Roadmap 49