InMoment XI

OCTOBER 23, 2024

Also, consider investing in self-service technologies such as interactive teller machines (ITMs) to handle basic transactions. Re-design your branches to encourage customer interactions. Artificial Intelligence (AI) AI in customer experience can’t completely replace human experts.

Banking 195

Banking Customer Experience Effort Score Financial 195

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 238

Leadership B2B B2C Effort Score 238

ChurnZero

JANUARY 6, 2025

Whats the one thing that wont change in customer success this year? So how should you position yourself for 2025s incoming customer success trendsand should you be nervous, optimistic, or a cautious blend of both? ” So what 2025 customer success trends can we anticipate? The pace of change itself.

Trends 52

Trends Customer Success Measurement Leadership 52

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 142

Customer Success Management Net Promoter Score Feedback 142

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. The challenge is that traditional customer support tools are not built to handle “human touch” at scale. Enter generative AI: a game-changer for customer success.

Customer Success 52

Customer Success Customer Journeys Loyalty Interaction 52

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

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

ChurnZero

MARCH 14, 2025

Customer success needs to align with revenue. Renewals should be an outcome of good customer success. According to the 2024 Customer Success Leadership Study , the number of customer success teams under the CRO jumped from 24% in 2023 to 33% in 2024. Any of these sound familiar?

Customer Success 52

Customer Success Case Study Sales Customers 52

Totango

JULY 28, 2021

Following best practices for hiring a customer success manager can make a critical difference in the quality of your customer relationships. Customer success managers serve as the face of your company in dealing with clients, playing a key role in ensuring satisfying experiences of your brand.

Customer Success 118

Customer Success Management Guidelines Customers 118

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. They can monitor, store, and organize everything needed in your business.

CRM 95

CRM Customer relationships Social Media Sales 95

eglobalis

OCTOBER 9, 2024

Does your technology stack support the requested feature? Likewise, if the feature is accepted but will take time, setting clear expectations helps maintain strong customer relationships. Challenges : Managing customer disappointment can be tough, especially with long-term clients.

Feedback 516

Feedback ROI Innovation B2B 516

InMoment XI

MARCH 22, 2025

Keeping customers happy and engaged is an excellent first step. But, if were being honest, keeping track of customer relationships with your brandespecially when you have thousands of interactionsisnt exactly a walk in the park. Some issues may inadvertently slip through the cracks, causing customers to look elsewhere.

Effort Score 195

Effort Score Average Handle Time Contact Center Customer Retention 195

ChurnZero

NOVEMBER 3, 2021

When you’re just getting started, or you’re still building your Customer Success team, sometimes you can use all the help you can get. It can be difficult in these situations for Customer Success Managers (CSMs) to find the time or the resources to dig for those crucial customer insights. Your Customers.

Tools 98

Tools Customer Success Return on Investment Fashion 98

Totango

MAY 24, 2022

Customer relationship management software is great for sales, but it isn’t a substitute for a customer success platform. A customer relationship management app is software used to store data about prospect and client interactions in a single database to support sales, marketing, and other business functions.

CRM 96

CRM Customer Success Customer Relationship Management Customer relationships 96

Totango

NOVEMBER 27, 2023

With acquisition costs proving too high in today’s constrained environment, many businesses are finally putting greater focus on nurturing existing customer relationships to ensure retention and expansion. The global market research company conducted its first Forrester Wave™ evaluation of top customer success platforms.

Report 98

Report Trends Customer Success Self Service 98

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

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

Alliance by IFS

JUNE 19, 2019

Astea Partners with YASH Technologies to Help Service Providers Derive Maximum Value from the Alliance Enterprise™ Solution. a leading global provider of field service management and mobility solutions , is proud to announce the addition of YASH Technologies to its solution implementation partner network. About YASH Technologies.

Technology 91

Technology Customer Centricity Innovation Consulting 91

Education Services Group

NOVEMBER 21, 2022

I’m talking about the 2022 Customer Success Leadership Study (much more exciting, IMHO). For the third year in a row, we’re tracking all the twists and turns unfolding in the Customer Success industry. Customer Success is growing, which is no surprise. that have a specialized Customer Success Platform (CSP).

Study 98

Study Leadership Customer Success Industry 98

Team Support

MARCH 27, 2020

In an era where remote work has become commonplace, many customer success managers aren’t too happy. Sure, many professionals do, but their dissatisfaction is because the home office lifestyle inhibits their ability to meet face-to-face with customers. Don’t the enjoy working from their home office?

Customer relationships 80

Customer relationships B2B Interaction Multi-Channel 80

ChurnZero

MAY 19, 2020

It’s time for another installment of our blog series where we spotlight a Customer Success professional and get their take on the industry as well as get to hear some of their top tips they’d like to share. Brian is the Senior Director of Customer Success at RFP360, where he leads the customer experience team.

Customer Success 98

Customer Success Consulting Customers Industry 98

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. But what about your technology team?

How To 378

How To Customer Journeys Culture Training 378

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.

Customer Success 98

Customer Success Chief Customer Officer Leadership Healthcare 98

ChurnZero

APRIL 13, 2021

With Customer Success being one of the top emerging departments in software companies around the globe, you might be considering a career in this industry, but you also might be wondering which role is right for you. . Customer Success Vice President/Director . Customer Success Manager.

Customer Success 98

Customer Success Chief Customer Officer Customer Centricity Fashion 98

Totango

FEBRUARY 12, 2025

For enterprise organizations, managing customer relationships is far from simple. The scale of operations, diversity of customer needs, and complexity of organizational structures create unique challenges. Yet, one constant remains critical understanding customer health. Optimize outcomes for diverse customer bases.

Effort Score 62

Effort Score ROI Metrics Customer relationships 62

CustomerSuccessBox

MAY 28, 2021

A Saas business which has already evolved itself to bring in a Customer Success Software integrating it with Subscription Management, Support, CRM and product usage data knows exactly- “What is the secret to Saas growth”. Now that involves two main essential activities- Retaining Customers and Upsell to consumers.

Innovation 52

Innovation Customer Success Technology Customer Retention 52

SAP Customer Experience

NOVEMBER 4, 2021

However, disconnected sales and marketing processes and a reliance on paper-based resources can slow your employees down and make it harder for them to offer your customers outstanding. To compete successfully in crowded markets, you must meet high consumer expectations for a smooth purchasing journey and swift and efficient service.

Customer relationships 83

Customer relationships Technology Sales Resources 83

Totango

JANUARY 21, 2020

The success of an enterprise depends more than ever on the Customer Success (CS) team. A CS team’s primary purpose is to build, maintain, and optimize lasting customer relationships by helping them fulfill and even exceed their own business goals. Customer Success Team Structure: Roles and Responsibilities.

Customer Success 87

Customer Success Chief Customer Officer Software Customers 87

Totango

OCTOBER 20, 2022

Hiring team members with the right customer success manager skills is critical for the effectiveness of your CS team and strategy. We’ll cover these below, along with five best practices to follow when bringing a new customer success manager aboard your team. What Is a Customer Success Manager (CSM)?

Customer Success 97

Customer Success Management Exercises Social Media 97

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.

Customer Success 88

Customer Success eBook Customer Relationship Management Metrics 88

InMoment XI

OCTOBER 31, 2023

Call centers serve as hubs for customer interactions, making them a vital element of customer support. It also encompasses strategic planning, workforce management, and technology integration. This multifaceted approach is essential for meeting the ever-evolving needs and expectations of today’s customers.

Call Center 195

Call Center Strategy Management First Call Resolution 195

CloudCherry

AUGUST 26, 2019

Part of this includes CX initiatives that are focused on tearing down walls and reducing friction in the customer buying process, usually by adopting new customer platforms and developing capabilities that mirror the success stories from the B2C space. Forrester’s Snapshot of B2B CX Programs. Building Mature B2B CX Practices.

B2B 199

B2B Conference Metrics B2C 199

Bob Hayes

MAY 21, 2018

Consequently, many subscription-based and SaaS companies are turning to the practice of Customer Success to retain their customers. Customer Success is the function in a company that manages the relationship it has with its customers to ensure the customers receive value from the product or solution.

Customer Success 82

Customer Success Analytics Loyalty Data 82

Alliance by IFS

AUGUST 13, 2019

a leading global provider of field service management and mobility solutions , announced today that it has been named a Top Performer in the Field Service Management (FSM) Software category for the Summer 2019 Customer Success Report published by FeaturedCustomers. HORSHAM, PA (August 15, 2019) — Astea International Inc.,

Software 88

Software Report Customer Success Case Study 88

ClientSuccess

MAY 4, 2020

Regardless of your industry, there are changes occurring in the world that will have a lasting impact on the way SaaS teams and their customers do business. For customer success teams, challenging times can manifest themselves through different customer conversations (or lack thereof). 3) Focus on value, value, value!

Customer relationships 69

Customer relationships Leadership Customer Success Customers 69

Kayako

AUGUST 12, 2022

The challenge for brands is ensuring that customer relationship management doesn’t suffer as online spending becomes the norm. Customers still want personalized service even if they aren’t coming into the store. Customers expect brands to understand their individual journey with the brand.

Customer Service 292

Customer Service Ecommerce Effort Score e-support 292