InMoment XI

OCTOBER 23, 2024

In a period of financial anxiety, customers are looking for institutions they can trust. Your bank can present itself as a reliable option by demonstrating a commitment to making their customer journey smooth and personalized. It is a proven way of retaining customers. Implement CX initiatives in phases.

Banking 195

Banking Customer Experience Effort Score Financial 195

ChurnZero

MAY 18, 2021

Before everything else, let’s begin with understanding what customer journey mapping is all about. What is customer journey mapping? Do you know what made Google Maps so popular? A good customer journey map is like Google Maps for your customers. Consideration.

Customer Journeys 84

Customer Journeys Loyalty Programs B2C Touchpoint 84

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

SurveySensum

DECEMBER 30, 2024

ChurnZero B2B, SaaS Proactive customer engagement with real-time interactions Automated health score monitoring for predictive insights Data-driven decisions with key CX metrics Automated playbooks for scalable engagement $12,000 annually 4.7 Its like having a complete toolkit for managing Voice of the Customer (VOC) data, all in one place.

Customer Success 52

Customer Success Customer Journeys Multi-Channel NPS 52

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. Our customer’s journey today.

How To 378

How To Customer Journeys Culture Training 378

eglobalis

DECEMBER 4, 2024

Assertions that advancements in artificial intelligence (AI) and automation will replace human-led CX strategies overlook the complexity of customer relationships, the role of cultural nuances, and the limitations of technology in addressing human-centric needs across both B2B and B2C environments.

B2B 402

B2B Culture Government Innovation 402

ChurnZero

APRIL 24, 2020

A customer journey map is a tool to help visualize the experiences of interacting with your company from the customer’s point of view. By understanding your customer’s journey, you can better deliver on their expectations. Speaker: Sarah Dunn, Federal Customer Success Team Lead, Quorum.

Customer Journeys 72

Customer Journeys Customer Success Leadership Customers 72

Totango

NOVEMBER 10, 2020

A key component of creating customer success is working with your customer to identify and organize mutual goals into a standardized customer success plan. Your customer success team can keep clients better informed on their progress, actively demonstrating the value obtained through your product.

Customer relationships 123

Customer relationships Customer Success ROI Customers 123

eglobalis

MARCH 13, 2025

Some of the key challenges include: Complex Stakeholder Relationships: B2B purchases typically involve multiple decision-makers and longer sales cycles. Aligning a great experience across numerous stakeholders (from end-users to executives) over an extended buying journey is difficult.

Leadership 229

Leadership B2B B2C Effort Score 229

ChurnZero

JANUARY 10, 2025

While those consumer innovations may still be a few years away, 2025 is sure to be a year of creativity and change in the B2B technology space, particularly in customer success (CS). And even more specifically, in the sphere of digital customer success.

Trends 52

Trends Customer Success Net Promoter Score Customer Journeys 52

Kayako

OCTOBER 16, 2017

It should never be customer success vs customer service. They’ve been separated to showcase customer success as being this proactive, product-driven, revenue generating machine, and left the support department sitting around feeling like a reactive cost center. Yet, somehow these departments have been separated.

Customer Success 186

Customer Success NPS Roadmap Customer Satisfaction 186

Gainsight

DECEMBER 18, 2024

The baton gets passed to Professional Services and Customer Success. These teams must ensure that the promises made during the sales process are kept, starting with implementation and extending through the entire customer lifecycle. Instead of guessing, your team knows exactly how to guide the customer to success.

CRM 52

CRM Customer Journeys Sales Customer relationships 52

Experience Investigators by 360Connext

AUGUST 20, 2024

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 282

How To Customer Journeys Customer Centricity Training 282

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 157

Customer Success Net Promoter Score Customers Customer Retention 157

Education Services Group

JULY 5, 2023

Every customer journey map is a little bit different (or a lot different) depending on many factors, but one thing they all have in common is the end of the contract term. the part where we continue to strengthen our bonds with our customers well into the future. Loyalty – The story continues…forever? Who owns renewals?

Customer Journeys 52

Customer Journeys Loyalty Touchpoint Customer Success 52

ClientSuccess

AUGUST 28, 2020

If customer success leaders can agree on anything it’s that 2020 has been anything but normal. Luckily, many organizations have faced the ongoing crisis by quickly pivoting to new value-based initiatives or doubling down on customer-focused solutions. And at the top of this list, of course, is customer churn.

Customer relationships 95

Customer relationships Software Customer Journeys Customer Success 95

Education Services Group

JUNE 12, 2023

You’re officially rewarded for your work and are observing them move into the next stage of the customer journey – Acquisition! The moment a prospect becomes a customer, Customer Success steps into the spotlight. I’m also sharing guidelines for journey map touchpoints along the way.

Customer Journeys 52

Customer Journeys Customer Success Guidelines Sales 52

ChurnZero

NOVEMBER 8, 2024

In the world of customer success, there’s a constant pressure to scale while maintaining that personal touch that keeps customers loyal and engaged. Training took months, and canned responses broke down the moment a customer veered off-script. Enter generative AI: a game-changer for customer success.

Customer Success 52

Customer Success Customer Journeys Loyalty Interaction 52

ClientSuccess

DECEMBER 27, 2022

Road Map Vectors by Vecteezy. At the heart of any successful customer relationship is a clear and well-defined path to customer success. This means implementing best practices in areas such as product training, initial relationship cadence, and real-time support.

Customer Journeys 52

Customer Journeys Customer Success Tips eBook 52

Gainsight

SEPTEMBER 5, 2022

Customer success (CS) didn’t start out digital but, rather, as a collection of practices to maintain customer relationships after a sale. The process required a lot of hands-on attention, with new departments and customer success agents being added to meet evolving needs. Value realization.

Customer Journeys 98

Customer Journeys Self Service e-support Touchpoint 98

Kerry Bodine

MARCH 21, 2016

This is my forward to Guy Nirpaz’ s new eBook on customer success, Farm Don’t Hunt , available today on Amazon. The disciplines of marketing and sales have traditionally owned a controlling stake in building customer relationships. But your company and your customers don’t have to go down this path.

eBook 120

eBook Customer Success Airlines Touchpoint 120

Totango

FEBRUARY 11, 2020

This experience of value is critical to the health of your customer relationship, so you need a customer success adoption plan. Breaking down the customer journey into modular stages sta helps to operationalize customer success strategies. How to Measure Success During Adoption .

Customer Success 122

Customer Success How To Metrics Customer Journeys 122

ChurnZero

SEPTEMBER 1, 2020

Virtual events present uniquely flexible opportunities for Customer Success professionals to brush up on skills and to learn from peers, albeit from the safety of being behind a webcam. In just the last few months, those of us in the world of CS have seen a fundamental shift in how we build and maintain customer relationships.

Conference 98

Conference Customer Success Customer Journeys Industry 98

Totango

FEBRUARY 10, 2021

A customer success strategy is a proactive plan for guiding your clients to outcomes that satisfy their needs. When your customers enjoy more value, your product adoption rates rise and customer retention rates go up. This promotes success for your company as well as your customers.

Customer Retention 90

Customer Retention Customer Journeys Customer Success Strategy 90

Retently

MARCH 11, 2025

Key Takeaways Reviewing and analyzing customer feedback is a daily priority CX Managers track reviews, surveys, support tickets, and returns to spot patterns and escalate critical issues. Negative reviews that mention shipping issues, product defects, or poor customer service get escalated right away.

Ecommerce 115

Ecommerce Self Service Customer Experience Management 115

Totango

DECEMBER 15, 2020

Customer success is the key to building strong customer relationships. When your brand helps your customers succeed at their goals, they want to continue your relationship. Customer success nurtures the positive experiences of your brand, promoting repeat business and retention.

Customer Success 117

Customer Success How To Customer Journeys Brands 117

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

Retently

MAY 2, 2023

The key to success for SaaS companies lies in prioritizing the positive experience of their clients through a customer-centric approach. While there are many ways to do that, measuring satisfaction levels and actively seeking relevant feedback is critical to improving customer journeys. What is NPS, CSAT, and CES?

Customer Journeys 133

Customer Journeys Survey Effort Score NPS 133

Totango

APRIL 8, 2020

While everyone wants to make it as simple and enjoyable as possible for a customer to use their product there is a more profound way to strengthen your customer relationship – deliver value. Value leads to sustainable growth for both you and your customers. It shifts the goal from happy customers to successful customers.

Customer Success 106

Customer Success Customer Experience Customers Customer relationships 106

ChurnZero

NOVEMBER 26, 2024

This is a guest article by Swati Garg , founder and CEO, Melo Associates , and Lindsay Lynch , senior recruitment consultant, Melo Associates , a recruitment firm focused on customer success hiring for SaaS and tech companies nationwide. For example, “Enterprise Customer Success Manager”.

Customer Success 52

Customer Success How To Insurance Culture 52

Totango

JUNE 15, 2022

So, while marketing budgets may get slashed and hiring may get put on hold, what can’t wait is the urgency to protect growth from your existing customers. A business model dependent on new customer acquisition will struggle to thrive during an economic downturn as the cost of acquisition eats away at profits. Let us help you.

Customer Success 108

Customer Success Exercises Customer relationships Communication 108

Totango

DECEMBER 21, 2021

Building out customer success manager automation depends on the effective use of email and in-app messaging. Planning strategic emails at key milestones in your customer journey can help you deliver a smoother customer experience, yielding higher satisfaction and better retention rates. Onboarding Welcome Messages.

Customer Success 112

Customer Success Management Net Promoter Score Effort Score 112

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. Pipedrive uses this to improve customer relationships and store them in the database. #3)

CRM 95

CRM Customer relationships Social Media Sales 95

Totango

AUGUST 13, 2024

But making it work demands a balancing act of two core things: supporting customer outcomes and empowering the internal CS team with business-critical insights. But making it work demands a balancing act of two core things: supporting customer outcomes and empowering the internal CS team with business-critical insights.

Customer Success 112

Customer Success Data Strategy Tips 112

Retently

MAY 26, 2023

If you’re part of a brand management or customer success consultancy, Net Promoter Score® could be the all-in-one customer satisfaction metric you’ve been looking for. Designed to accurately assess customer sentiment, Net Promoter Score has several benefits that other customer satisfaction metrics don’t.

Net Promoter Score 133

Net Promoter Score Consulting NPS Customer Success 133

ClientSuccess

JANUARY 19, 2021

If you’re like most modern customer success team leaders, you already have some sort of platform in place to help optimize and streamline your internal processes while keeping things straight with customers. What is the customer journey?

Customer Journeys 69

Customer Journeys Customer Success How To eBook 69

Totango

MAY 6, 2022

Then we’ll lay out some steps you can take to improve customer health scores. What Is Customer Health Score? Customer health score is a customer satisfaction key performance indicator (KPI) designed to determine whether your customer relationship is “healthy” or “at-risk.”

Customer Journeys 124

Customer Journeys Metrics Customer relationships Customer Satisfaction 124