ChurnZero

JANUARY 10, 2023

No matter what your role in Customer Success, creating and ideating on new content, strategies and engagements is key to the customer relationships you build and the results you drive. What is Customer Success AI ? How can AI help Customer Success? How do I use Customer Success AI?

Customer Success 98

Customer Success Customers Course Communication 98

Totango

APRIL 4, 2024

If you asked your customer success (CS) and sales leaders this question, what do you think each of them would say? Revenue retention hinges on the collaborative efforts of CS and sales teams as they collectively shepherd customers throughout the lifecycle journey, from acquisition to retention and expansion.

Sales 94

Sales Customer Success Customers Communication 94

Amity

APRIL 24, 2017

From the day the three co-founders started the company, its business plan, and its culture, Customer Success has been at the forefront of all things Loopio. We sat down with Loopio's Co-founder and CEO, Zakir Hemraj , to discuss the genesis of Customer Success at Loopio and the effect it’s had on the company as a whole.

Customer Success 93

Customer Success Culture Metrics Customers 93

ChurnZero

JANUARY 26, 2021

A J oint Success Plan is a simple but powerful tool for outcome-based customer success management. It’s designed to help solution providers align with their customers’ business goals and objectives. Customer success continues to evolve as a practice within companies that enjoy recurring revenue models.

Customer Success 98

Customer Success Tools Management Chief Customer Officer 98

Education Services Group

MARCH 30, 2022

One way to ensure you’re looking at the journey map from the correct angle is to include critical moments in the evolution of your relationship as you work towards a more collaborative partnership with your customers. He believes they are vital if you want to engage with your customers on a deeper, more subconscious level.

Customer Journeys 52

Customer Journeys Customer relationships Touchpoint e-support 52

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 88

CRM System Customer Relationship Management Examples 88

Amity

MAY 25, 2016

With over 750 customers worldwide, Vision Critical provides a cloud-based Customer Intelligence platform that allows companies to build engaged, secure communities of customers they can use continuously, across the enterprise, for ongoing, real-time feedback and insight. I head up the Customer Success Team in Toronto.

Customer Success 90

Customer Success Customers Sales Metrics 90

Totango

AUGUST 14, 2020

In customer success, your customers define their own victories. No one-size-fits-all finish line exists that clients must strive to cross, and there is no Harvard Business School concept of accomplishment you can award your customer before resting on well-earned laurels. Creating Better Customers, by Definition.

Customer Success 80

Customer Success Customer Journeys Customers Case Study 80

ChurnZero

APRIL 1, 2022

You’re not alone,” says Sharon Winterton , vice president of Customer Success at Catalina Marketing during her session “ Battling imposter syndrome in Customer Success ” at BIG RYG, ChurnZero’s annual Customer Success conference. You’ve never done Customer Success before. There’s so much to do.

Customer Success 98

Customer Success How To Customer Journeys Culture 98

ClientSuccess

OCTOBER 26, 2020

As your SaaS business grows, you’ll need to establish processes to ensure existing customer revenue and growth are achieved. To ensure existing customer revenue, establish Quarterly Business Reviews (QBRs) with your customer success teams. To ensure customer success QBRs are painless (and actually beneficial!),

Customer Success 74

Customer Success Sales eBook Metrics 74

Amity

NOVEMBER 14, 2018

The sales to customer success handoff is one of the most important intersections in the customer journey. It can make the difference between successful product adoption or a churn risk waiting to happen. This article was originally published on WnTD's blog. Create a consistent internal communication process.

Sales 87

Sales Customer Success Tips Customer Journeys 87

CSM Magazine

NOVEMBER 7, 2024

Or, after spending time with finance, they might spot small adjustments in payment processing that simplify things for both customers and internal teams. Building Long-term Customer Connections Sales-trained support staff master the art of strategic questioning.

Training 52

Training Customer Service Sales Knowledge Base 52

Customer Bliss

NOVEMBER 8, 2018

In this conversation, Francis and I chat about the importance of putting yourself in your customers’ shows in order to earn your right to customer-driven growth. . Rigor is a B2B vendor, and Francis has a special place in his heart for cultivating vendor-customer relationships.

Chief Customer Officer 147

Chief Customer Officer Banking B2B Customers 147

ClientSuccess

OCTOBER 25, 2021

Knowing how to identify these indicators, which metrics to track for each, and how to gauge success is critical for any customer success team looking to set themselves up for long-term success. Leading Indicator 1: Customer Engagement. Average customer rating (or score) of onboarding effectiveness.

Customer Success 64

Customer Success eBook Metrics Measurement 64

Amity

FEBRUARY 2, 2016

Editor’s note: This is a living document, and our goal is to update it regularly with the best resources around customer success. The Best Customer Success Resources of 2016. Surely, you are staying up to date on the latest customer success trends – did someone say “customer marketing”?

Resources 80

Resources Customer Success Customers Customer Retention 80

Amity

JUNE 27, 2018

For our Customer Success meetup in Toronto, we had the privilege of hearing from James Scott , General Partner at SuccessHacker , who helps other companies achieve growth and success through their Customer Success (CS) teams. Customer Success hasn’t been around for nearly as long as we tend to think.

Industry 82

Industry Customer Success Tips Customer Centricity 82

ProProfs Chat

APRIL 17, 2020

Keeping that in mind, we’ve decided to help you learn the different metrics that would allow you to create effective strategies that not only gives you an edge in the market but also retain your existing customers. In this thorough guide, you’ll come across: Different SaaS customer success metrics. 1: Customer Churn Rate. #2:

Metrics 95

Metrics Measurement Customer Success Net Promoter Score 95

Amity

OCTOBER 18, 2017

Customer Success teams interact with many cross-functional departments, building and maintaining relationships from Support to Account Management. But few relationships have more impact on future customer success than the one between Customer Success and Sales. Step 1: Transferring Knowledge.

Sales 70

Sales Customer Success Customers Customer Experience 70

Team Support

JULY 27, 2020

How can you get off on the right foot with new customers? Assure the customer that they made the right choice. Even as the ink dries on the contract, it’s time to begin preparing a newly-cemented customer relationship for success. Be flexible with the terms of agreement.

B2B 90

B2B Strategy Customer Success Software 90

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.

Customer Success 61

Customer Success Customer Journeys How To Loyalty Programs 61

CustomerSuccessBox

JANUARY 19, 2022

An ‘ account transition’ is the process by which an existing or a new customer account is transitioned from one member of the Customer Success team to another. In an ideal world, your Customer Success Managers would have a great relationship with the customers. Clear Documentation is crucial.

Customer Success 52

Customer Success How To Customers Touchpoint 52

Totango

NOVEMBER 26, 2024

Make it about customer value. It may not be right now, but it’s time to start the discovery process on how AI-powered tools can help you better understand the entire customer relationship so optimizations translate to long-term value and business growth. The next part of the equation is showing what happens next.

Tips 62

Tips Conference Financial Tools 62

Totango

JULY 31, 2020

Track Customer Progress and Optimize Your Onboarding Process. Paying close attention to these four things during onboarding can be the difference between a stalled onboarding process and a long and mutually rewarding customer relationship. This leaves the CS team fully prepared and informed about new customers.

Hospitality 127

Hospitality e-support Healthcare Touchpoint 127

SurveyGizmo

MARCH 12, 2021

One of the biggest pain-points for most sales teams is the hand-off from sales to customer success or account management. Especially if all those notes aren’t documented in your CRM? Which results in customers feeling like they must start all over again or they haven’t been heard.

Sales 98

Sales CRM Customer Engagement Customer Centricity 98

Gainsight

FEBRUARY 21, 2023

Customer success (CS) is a multifaceted discipline. It’s about creating efficiency while also building deep relationships. At the heart of this juggling act is Customer Success Operations (CS Ops). As customer relationships become increasingly complex, CSMs are tasked with ever-increasing responsibilities.

Customer Success 52

Customer Success Self Service Multi-Channel Call Recording 52

SurveySensum

OCTOBER 27, 2020

Being pivotal in shaping Customer Success’ best practices, she has been nominated as a top Customer Success strategist and influencer, year after year, since 2013. This week, in the SurveySensum CX Thought Leader Series , we had an insightful discussion with her about her Customer Success Journey.

Customer Success 59

Customer Success Consulting Chief Customer Officer Customer Centricity 59

Education Services Group

JANUARY 19, 2021

At ESG, we’ve gone all-in on the future of Customer Success. Our Customer Success as a Service ® model means that it’s our job to understand all the industry’s challenges, and then develop and perfect the strategies and philosophies that empower CS organizations to face those challenges head-on.

Study 52

Study Leadership Customer Success Industry 52

CustomerSuccessBox

APRIL 6, 2022

Processes are king in the field of customer success. Many customer success teams rely on a systematic approach to get everything done during the day. They ensure that nothing important for particular customers falls between the cracks. The solution is to drive those ‘aha’ moments with customer success.

Customer Success 52

Customer Success How To Conference Customers 52

Education Services Group

SEPTEMBER 12, 2022

In Customer Success, there are a million things to keep track of, from staying on top of our daily tasks to preparing EBRs and collecting NPS scores, the list goes on and on. At ESG, we utilize a six-step approach that you can easily apply in your Customer Success organization and initiatives: .

Customer Success 52

Customer Success Strategy Analysis Customers 52

Gainsight

AUGUST 5, 2019

As a member of our Customer Success Operations team, our Client Outcomes Managers (COMs) are my #1 customer and it’s important to me to drive consistent outcomes for them (the same way they drive outcomes for their customers). Here’s a recent example: a VP of customer success wasn’t seeing the value of Gainsight.

Customer relationships 9

Customer relationships Data Customers Analytics 9

Team Support

SEPTEMBER 16, 2020

In Part 1 and Part 2 of this blog series based on the whitepaper co-produced by ServiceXRG and TeamSupport, we introduced the concept of how to position the investment in customer support as a strategic value aligned to current business practices and target outcomes, and about the evolving role of B2B customer support.

B2B 89

B2B Effort Score Knowledge Base Customer Retention 89

CSM Practice

AUGUST 26, 2019

A while back, I sat down with Paul Piazza for a fireside chat at one of our PulseLocal Silicon Valley Customer Success event series. At that time, Paul Piazza had already had multiple Customer Success systems deployed and configured. After that, you must look for leading indicators and trailing indicators of success.

System 49

System Customer Success Net Promoter Score ROI 49

ClientSuccess

OCTOBER 14, 2019

Imagine you took a poll at your company across all departments and proposed the question, “Which is more important: customer success or customer satisfaction?” You’re likely thinking that customer success and customer satisfaction are one in the same, or at least very closely related. And you’re not wrong.

Customer Satisfaction 46

Customer Satisfaction Customer Success Customers ROI 46

CustomerSuccessBox

MARCH 2, 2022

Some years earlier we didn’t even know what Customer Success (CS) was and neither about the salaries in Customer Success but were well aware of what customer support is. There is a clear differentiator between these two and customer success is evolving ever since. Senior Customer Success Manager.

Customer Success 52

Customer Success Chief Customer Officer Leadership Customers 52

CustomerSuccessBox

JANUARY 2, 2022

Eventful years like 2020 and 2021 have challenged the old traditions pertaining to Customer Success (CS). As we enter another year, Customer Success is poised to be more sophisticated. Managing customer relationships is crucial. 6 Focus areas for a Customer Success Team or a Customer Success Leader.

Customer Success 52

Customer Success ROI Measurement Metrics 52

Education Services Group

AUGUST 16, 2022

Customer Success Plans are key to starting your customer relationships off on the right foot. They’re a great way to demonstrate to your brand new customers that “you’ve got this.”. How exactly does Customer Success get in good with Sales so we can work our CS magic sooner?

Sales 52

Sales Customer Success Leadership Meeting 52

Kayako

MAY 12, 2016

Flavio’s great customer service tips are insightful, and he often writes about how call centers can up their game and create amazing customer experiences. Named one of Mind Touch’s top 100 customer success influencers of 2016 , you can find Sarah on Medium and Twitter. SF’s Customer Success meetup.

Conference 120

Conference Call Center Video Tips 120