ClientSuccess

JANUARY 4, 2021

A customer success manager’s relationship with a customer account doesn’t just begin and end at random. A CSM manages and owns a customer account throughout their entire partnership with a vendor organization, from the minute a sale closes throughout many rounds of renewals. Webinar: The Customer Success Maturity Model.

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Customer Journeys eBook Customer Centricity NPS 104

ChurnZero

MARCH 1, 2024

Is your company’s customer success team stuck operating in a reactive mode? Do customer success managers (CSMs) cobble together outreach and response plans at key touchpoints in the customer journey? We’ve partnered with HubSpot to bring you seven of our top customer success playbooks.

Customer Success 52

Customer Success Net Promoter Score Multi-Channel eBook 52

Gainsight

MARCH 7, 2023

Customer success (CS) is on the verge of a digital revolution, and one-to-many tactics that increase Customer Success Manager (CSM) efficiency are making a real splash. For nearly a decade, CS has been built through one-to-one relationships between CSMs and their customers. Here’s a look at how it works.

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Customer Success Management Groups eBook 102

ClientSuccess

APRIL 25, 2017

3 Ways How to Build a Customer’s Perspective Journey Map. All customer success professionals have an idea in their minds about what the ideal customer journey map looks like. Customer Journey Map. Customer Journey Map.

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Customer Journeys Customer Centricity eBook Customer Success 40

ClientSuccess

JANUARY 12, 2021

While this mantra may be on most of our minds this year (especially after the complete doozy of 2020), some customer success managers (CSMs) may be having other thoughts. Instead of trying to take a completely new approach to working with customers, CSMs should try to build off of what they learned this past year.

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Customer Success Customer Journeys eBook Customer Retention 53

ClientSuccess

OCTOBER 12, 2020

If there is one thing that customer success managers have learned throughout the ups and downs of 2020, it’s that there is no such thing as being too prepared. The best way to stay on top of changing customer sentiments and shifting account goals is to put proactive strategies in place to better handle these kinds of situations.

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Customer Success Customer Journeys eBook Leadership 59

Gainsight

SEPTEMBER 19, 2024

To help make that process smoother, there are a few questions every CIO should ask when evaluating a post-sales technology, like your customer success platform (CSP). A future-proof CSP supports the entire post-sales customer journey. CIO’s need to solve for today’s needs and whatever the future will bring.

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Customer Success eBook Roadmap Technology 52

Gainsight

SEPTEMBER 19, 2024

To help make that process smoother, there are a few questions every CIO should ask when evaluating a post-sales technology, like your customer success platform (CSP). A future-proof CSP supports the entire post-sales customer journey. CIO’s need to solve for today’s needs and whatever the future will bring.

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Customer Success eBook Roadmap Technology 52

ClientSuccess

OCTOBER 12, 2022

As customer success departments have expanded in scope and role in recent years, customer success software has emerged as a critical investment for SaaS organizations looking to grow their bottom line, better support their customers, and set employees up for success. Look at the bottom line . Start Here!

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Software Customer Success eBook Metrics 76

ClientSuccess

AUGUST 31, 2020

Now, the day is finally here – your team is finally implementing your new customer success platform. Making the decision to invest in a customer success platform shows that your organization is 100% dedicated to the long-term success and growth of your customer base. . First of all, congratulations!

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Customer Success How To eBook Leadership 105

ChurnZero

APRIL 10, 2020

How to Nail Implementation and Customer Success Handoffs. As a deadline-driven team, Implementation fiercely adheres to project start and completion dates (for their sake and the customer’s). But issues arise when project handoffs occur at a less-than-ideal time for the next in the line of customer succession.

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Customer Success Customer Journeys How To Loyalty Programs 61

ChurnZero

AUGUST 31, 2021

It has become just as important, in the SaaS industry particularly, to work to keep existing customers as it is to chase down new leads. Customer retention and renewal are now crucial pieces of business growth. Focusing on customer success and the renewal proces s in tandem can help improve customer retention.

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Customer Success Net Promoter Score Self Service Customer Retention 95

Feedbackly

OCTOBER 13, 2022

It is a KPI that helps you track, measure, and analyze how customers feel about your business and understand its impact. The benefit of Emotional Value Index (EVI®) is that it can be applied to any phase of the customer journey, both at the micro and macro level. Download your free EVI® eBook here:

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Customer Journeys Measurement NPS eBook 64

ClientSuccess

DECEMBER 28, 2020

Over the past several years, customer success has gone from a department only forward-thinking organizations had to an integral part of every single SaaS company in the world. With every new customer issue or new solution on the market, the overarching message and focus of customer success becomes that much more convoluted.

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Customer Success eBook Customer Relationship Management Metrics 88

ChurnZero

FEBRUARY 28, 2020

Q&A: Digital Customer Success Strategies to Drive User Adoption. Accessing meaningful data points early in the customer journey can be difficult. You can easily miss opportunities to deeply understand your customers’ behavior when your insights depend on those data points.

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Customer Success Customer Journeys Strategy Exercises 64

ClientSuccess

DECEMBER 20, 2018

There’s nothing quite like the promise of a new year to get your customer success team invigorated and rejuvenated. The beginning of a new quarter and a new year is the perfect time to nail down parts of your customer success strategy that might have been difficult or confusing in the past. Compensation Plans.

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Customer Success Strategy Customer Journeys eBook 49

ClientSuccess

AUGUST 3, 2020

Over the last decade or so, the role of the Customer Success Manager has exploded, due in large part to SaaS organizations and updated onboard models. The increased visibility of the customer success function introduced the need for the customer success technology platform, and the industry hasn’t looked back since.

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Customer Success eBook Innovation Metrics 81

Gainsight

DECEMBER 12, 2023

Many leaders say they’re focused on building (or just maintaining) their customer success teams. In this challenging economic environment, customer education and community are seen as nice-to-have extras for down the road. What if you could use customer education and community to scale customer success and do more with less?

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Customer Success Self Service eBook Customers 52

Pointillist

JULY 25, 2018

Companies are increasingly benefiting from customer journey analytics across marketing and customer experience, as the results are real, immediate and have a lasting effect. Learning how to choose the best customer journey analytics platform is just the start. Steps to Implement Customer Journey Analytics.

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Customer Journeys Analytics How To Metrics 93

Education Services Group

MAY 17, 2021

Customer Success is all about relationships. Your relationship with your customers, of course, but also the CS team’s relationship with other internal groups, and even their relationship with executive leadership. Communicate with your team like you want them to communicate with your customers.

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Customer Success Engagement Customer Journeys eBook 52

Gainsight

SEPTEMBER 26, 2023

For SaaS companies in 2023, it simply isn’t possible for Customer Success Manager (CSM) headcount to keep pace with business growth. That means self-service resources that guide customers through onboarding to fast value realization have become table stakes, for both low-touch and high-touch CS models. Let’s dive in.

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Customer Success How To Self Service Course 52

ClientSuccess

JANUARY 5, 2022

Account transitions will be inevitable throughout your tenure as a customer success leader. Whether through promotions, turnover, or new hires, new CSMs are bound to leave or join your customer account teams regularly. eBook: CSM from the Trenches: Implementing Customer Success.

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Customer Journeys eBook Leadership System 68

ChurnZero

FEBRUARY 11, 2022

6 Ways to Capitalize on the C-Suite’s Attention on Customer Success. As a customer success leader, you’re likely familiar with the struggles of gaining executive buy-in and advocating for the criticality of customer success to the larger organization. How to play offense as a customer success leader.

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Customer Success Chief Customer Officer Conference Customers 98

ChurnZero

APRIL 8, 2020

How Online Communities Create Customer Advocacy and Retention. This is a guest post by Danielle Juson is a Customer Success Community expert at inSided. Isn’t it great when you have a customer that not only keeps using your product, but shouts about how great it is too? This means face-to-face too, where possible.

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Customer Journeys Roadmap Gamification Course 81

ClientSuccess

DECEMBER 7, 2020

Over the last few months, customer success teams – and the unique relationships they have with customer contacts – have been thrust into the spotlight of the SaaS world. Here is a quick primer on customer success software and why it’s so critical for CSM teams: 1.

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Software Customer Success eBook Metrics 65

ClientSuccess

JUNE 2, 2017

In this recorded webinar, Dave Blake, CEO/Founder of ClientSuccess discusses a customer success maturity model that will help you build, scale, and optimize a high-impact team and culture of customer success. The webinar is called “The Customer Success Maturity Model” You can request the recorded version here.

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Customer Success Customer Journeys eBook Culture 40

ClientSuccess

JANUARY 25, 2021

For most customer success departments, the internal department you work closest with and most often is definitely sales. Actionable ways to bridge the gap between customer success and marketing. Your customers should be in the right ‘stage’ for a case study or else they may feel overwhelmed and put-upon.

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Customer Retention Customer Success Marketing Case Study 81

ClientSuccess

SEPTEMBER 21, 2020

In today’s B2B technology world, it seems common that the phrases “customer success” and “customer support or service” are often intertwined. After all, they’re both about serving the customer and ensuring they’re finding success with your product or service, right?

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Customer Success B2B eBook Customers 65

Gainsight

JUNE 22, 2022

SaaS companies may have brought customer success (CS) to the fore. Still, enterprises have found a place for this newcomer function in helping customers realize value from products, churn less, and expand efficiently. Previously, customer sales and acquisition were crucial growth elements. Focus on Expansion With Metrics.

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Customer Success Metrics Customer Journeys Sales 52

ClientSuccess

SEPTEMBER 8, 2020

This last factor – resource allocation – can make or break a customer success team’s large account management process. Understanding what your enterprise customers want to achieve with your product can help influence every decision made throughout the customer journey. Check out these additional resources: .

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Customer Journeys Management eBook Case Study 52

InMoment XI

JANUARY 2, 2023

Nonetheless, these tried and true customer experience survey methodologies are used across industries, and are a great place to start as you grow your program. What Is Customer Experience? Customer experience ( CX ) is the cumulative impact of every touchpoint throughout the customer journey. Download eBook.

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Net Promoter Score NPS Metrics Effort Score 221

ChurnZero

MARCH 6, 2020

Customer Success Starts Within: 6 Ways to Put Employees First. The Customer Success industry is obsessed with cracking the code on customer experience and loyalty. So, it’s easy to see how a fixation on the customer can overshadow the very people who make that success possible: the employees.

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Customer Success Customer Journeys Culture Study 69

ChurnZero

AUGUST 31, 2021

It has become just as important, in the SaaS industry particularly, to work to keep existing customers as it is to chase down new leads. Customer retention and renewal are now crucial pieces of business growth. Focusing on customer success and the renewal proces s in tandem can help improve customer retention.

Customer Success 52

Customer Success Net Promoter Score Self Service Customer Retention 52

ChurnZero

JANUARY 8, 2021

Against the backdrop of wild economic uncertainty, Customer Success has been the failsafe of SaaS businesses that were blindsided by pandemic-induced churn and contraction. With Customer Success demand at an all-time high, we expect to see more of its leaders join the executive ranks in the coming months and years.

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Customer Success Chief Customer Officer Leadership Healthcare 98

ClientSuccess

JANUARY 24, 2019

When it comes to dealing directly with customers, is there anything more anxiety-inducing for customer success teams than the dreaded handoff? Typically, customer handoffs are such a complex part of the customer journey because they set the tone for how a relationship is actually going to work.

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Customer Success Customer Journeys Touchpoint Culture 46

inSided

OCTOBER 2, 2019

I know what you are thinking, what has self-service got to do with increasing customer retention? Well, it all comes down to customer success, engagement and the user experience. In fact the very thought that facilitating self-service means taking a hands-off approach to Customer Success is totally misguided.

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Self Service Customer Success B2B Knowledge Base 67

ClientSuccess

MAY 4, 2021

Setting up quarterly check-in’s with customers. As many customer success teams are looking to use 2021 as a reset for their processes and accounts, it may also be a good idea to use this year to revamp your planning workflows. Understand where your customer is looking to grow next quarter. Check out these resources: .

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Customer Journeys eBook Meeting Customer Success 52