Retently

MAY 2, 2023

Example of CES survey These surveys provide immediate actionable feedback every SaaS company needs to boost retention and inform their product roadmap. In addition, every department, be it customer success, product, or support teams, can leverage them by triggering survey campaigns at specific stages in the customer journey.

Customer Journeys 146

Customer Journeys Survey Effort Score NPS 146

SmartKarrot

OCTOBER 10, 2022

Be the voice of the customer and champion this knowledge with cross functional teams within Diagnostic Robotics to improve the existing product experience as well as inform new product development opportunities. Assist in the on-going technical and sales education and development of the broader team.

Customer Success 19

Customer Success Roadmap Healthcare Conference 19

SmartKarrot

JANUARY 12, 2022

Role: VP Customer Success – BetterUp Care Location: Remote, San Francisco, CA, US Organization: BetterUp As a VP of Customer Success, you will build and lead a world-class customer success organization for BetterUp Care. Help recruit, hire, and onboard new Customer Success Managers.

Customer Success 19

Customer Success Leadership Roadmap Sales 19

ClientSuccess

SEPTEMBER 15, 2018

While it’s clear why Customer Success should be involved in executive initiatives and C-Suite planning, the reasoning behind including other departments in customer success strategy planning may take a little explanation. Let’s start with the most obvious: sales. Customer Stories from the Source.

Customer Success 40

Customer Success Strategy Marketing eBook 40

SmartKarrot

FEBRUARY 7, 2022

Role: Senior Customer Success Manager Location: New York, NY, US (Hybrid) Organization: Recapped As a Senior Customer Success Manager, you will be collaborating with Sales to successfully onboard new customers. Analyze customer usage and adoption metrics.

Customer Success 19

Customer Success Roadmap CRM Customers 19

Optimove

JULY 29, 2024

It provides retail services through more than 47,000 global points of sale and serves over 1.8 Leveraged Optimove’s Customer Success Manager to organize teams and professional services. Gradually scaled successful use cases to broader solutions. Planned a roadmap for implementing and scaling new use cases over time.

Marketing 52

Marketing Customer Experience Sports CRM 52

SmartKarrot

JANUARY 7, 2022

Role: Vice President, Customer Success Location: San Francisco, CA, US Organization: Checkr, Inc. As a Vice President of Customer Success, you will build and lead a world-class customer success team. Drive Customer Success outcomes through increased renewal rates and account growth, and reduced churn.

Customer Success 19

Customer Success Roadmap Consulting Customer Satisfaction 19

CSM Practice

JANUARY 1, 2017

In the technology industry, customer success management is developing into a vital department. Setting up a customer program involves ensuring the success of your customers and, thereby, keeping them as customers for the long term. This group of people is called Customer Success.

Customer Success 58

Customer Success Metrics e-support Customers 58

SmartKarrot

AUGUST 18, 2021

This is why a SaaS product roadmap is essential for the strategic development and success of a business. Before we delve into the actual creation process of a product roadmap, let us first take a look at what a product roadmap really is and why it is THE most important part of a SaaS company. Review the Roadmap.

Roadmap 10

Roadmap How To Effort Score Strategy 10

SmartKarrot

AUGUST 10, 2021

However, the same does not hold true for creating a SaaS product roadmap. Designing a roadmap for your product is not that straight and needs creative thinking, visualization, and planning that is subjective in nature. Let us now look at the top 10 reasons why SaaS product roadmaps fail and how to affix them right.

Roadmap 10

Roadmap How To Meeting Sales 10

Totango

AUGUST 29, 2019

When you get a new customer, work to retain them and grow customer lifetime value. While the sales team will always be looking for new customers, retaining a current customer is far cheaper than finding a new customer to replace them. So, don’t focus solely on hunting up one-time customers.

Customer Retention 87

Customer Retention Strategy Customer Journeys Customer Centricity 87

Circular Edge

JUNE 17, 2020

Here’s part two, where I’m highlighting how CE supports our customers , the JDE community and Quest in showcasing digital success including case studies , product & service innovations, unique giveaways made by companies running JDE , Covid-19 Bingo Fundraiser and more that made this virtual JDE Week experience great!

Resources 52

Resources Case Study Study Conference 52

CustomerSuccessBox

JUNE 21, 2022

To help you, we have compiled a list of the top 8 strategies that will enable you to carry out customer onboarding at scale. 8 Best Strategies for Customer Onboarding at Scale. Well-defined Sales-to-Onboarding Handoff. Making a connection with the customer is essential before they’re onboarded.

Strategy 52

Strategy Customer Retention Video Sales 52

ClientSuccess

APRIL 20, 2017

Paul Pizza is a veteran in the Customer Success space with his experience starting in the late 1990’s when most didn’t even know what the term meant. Back when Paul first started working with customers, “Customer Success” was considered a hybrid between account management and customer service.

Customer Success 40

Customer Success Case Study Net Promoter Score ROI 40

ChurnZero

APRIL 26, 2019

Your new Customer Success Manager only gets to experience their first day on the job once. The difference between an effective and ineffective employee onboarding experience determines the long-term success of a new Customer Success Manager (CSM). Tip 2: Introduce Your Product Early (Demo, Demo, Demo!).

Tips 58

Tips Metrics Customer Success Training 58

ClientSuccess

AUGUST 27, 2019

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients are successful, we’re successful.

Software 40

Software Customer Success Culture Customers 40

Gainsight

APRIL 19, 2019

Planning your product roadmap? It encompasses all of the steps and tasks that product managers take to make sure that a product is successful once it’s on the market. What is a Product Management Roadmap? A product roadmap will help you define what makes your product “successful.”. What is an Agile Product Roadmap?

Roadmap 40

Roadmap Feedback Analytics Tools 40

Totango

JANUARY 7, 2020

Whatever your business needs, the following best practices will help you establish milestones that your customer success team can access as they coordinate meetings and set expectations. Best Practices for a Strong Customer Onboarding Workflow . Onboarding is about helping the customer to help themselves.

How To 72

How To Roadmap Customers Meeting 72

SmartKarrot

JANUARY 15, 2021

A healthy Customer Success and Product team relationship is essential for high performing, high growth companies. Most software companies can point to areas of coordination between Success and Product and this is an excellent starting point. But for the sake of your long-term success–aim higher.

Customer Success 19

Customer Success Case Study Hospitality Roadmap 19

Gainsight

FEBRUARY 20, 2019

The Age of the Customer has increased the importance of delivering exceptional customer experiences and outcomes. With the onus falling upon the entire company to produce a great customer experience, more and more functional departments are claiming ownership. Success is measured in MAU, DAU, or CLV. SCHEDULE A DEMO.

Roadmap 45

Roadmap Measurement Training Customer Success 45

SmartKarrot

JANUARY 15, 2021

Role: Vice President of Customer Success Location: Remote, United States Organization: Community Brands As a Vice President of Customer Success, you will build, manage, support, and monitor the team within the organization. Serve as an advocate to the executive team for all things customers (e.g.

Customer Success 10

Customer Success Roadmap Customers Policies 10

Totango

JANUARY 26, 2021

Poor Customer Fit. The path to churn can begin as early in your customer’s journey as the lead acquisition stage if your product is a mismatch for their needs. Your marketing and sales angle may be attracting the wrong audience, emphasizing the wrong problems or pitching the wrong benefits to appeal to your ideal customer.

Customer Retention 91

Customer Retention e-support Analysis Customers 91

Circular Edge

MAY 26, 2023

Blueprint 4D 2023 Recap & Highlights This year’s Blueprint 4D was all about incredible learning experiences, valuable networking opportunities, unique customer appreciation events, and connecting with new & longtime JDE and Cloud friends.

Case Study 52

Case Study Study Innovation Entertainment 52

SmartKarrot

FEBRUARY 23, 2021

Customer Success – drive customer engagement with our products by focusing on value delivered; understand key customer pain points and identify opportunities for our solutions to help customers; lead the team of Account Directors, who have specific account assignments.

Customer Success 10

Customer Success Roadmap Sales Customers 10

SmartKarrot

JULY 20, 2022

Customer success is when your customers choose your product and company because they are happy and see ROI appropriately. This revenue was once the responsibility of customer service or account executives. However, customers now want more personalized products and services. What is a Customer Success Specialist?

Customer Success 10

Customer Success Roadmap B2B ROI 10

SmartKarrot

JULY 7, 2021

Role: Director, Customer Success Location: Remote, New York, United States Organization: SecurityScorecard As a Director of Customer Success, you will manage the gross and net retention of a book of business; including forecasting, strategy development and efficient execution. Represent the voice of the customer!

Customer Success 10

Customer Success Roadmap Customers Customer Centricity 10

SmartKarrot

MAY 10, 2021

Role: Customer Success Manager – Strategic Location: Remote, United States Organization: Premier Group Recruitment As a Customer Success Manager, you will be actively serving a portfolio of assigned North American accounts including major consumer, prosumer, and B2B brands.

Customer Success 10

Customer Success Roadmap ROI Customers 10

SmartKarrot

MAY 24, 2021

Engaging with the Product Team to understand roadmap and implications for clients and advocate for the clients’ feature needs. Work with Incredible Health partners to identify and develop upsell and expansion opportunities across the customer base. Helping drive new business growth through greater client advocacy and referrals.

Customer Success 10

Customer Success Roadmap Customers Sales 10

SmartKarrot

JULY 16, 2021

Role: Director of Customer Success Location: Remote, San Francisco Bay Area Organization: OpenComp As a Director of Customer Success, you will build a global customer success organization to support customers from onboarding, activation, and training through to long-term multi-stage renewal and expansions projects.

Customer Success 10

Customer Success Healthcare Consulting Roadmap 10

SmartKarrot

JULY 2, 2021

Role: Director, Customer Success Location: San Diego, CA, US Organization: Lytx, Inc. As a Director of Customer Success, you will develop and lead a functional strategic plan to support top-level objectives. Begin building strong relationships with key customer contacts.

Customer Success 10

Customer Success Roadmap Customers Meeting 10

Circular Edge

APRIL 17, 2019

The CE team just wrapped up a fun and inspiring week at COLLABORATE 19 , where we were energized by the new city and new and longtime customers, friends and partners. JD Edwards Customer Journeys. Glesby Marks improved sales processes by integrating Cloud applications such as CPQ and Content & Experience Cloud.

Resources 40

Resources Customer Journeys Roadmap Innovation 40

Circular Edge

APRIL 17, 2019

The CE team just wrapped up a fun and inspiring week at COLLABORATE 19 , where we were energized by the new city and new and longtime customers, friends and partners. JD Edwards Customer Journeys. Glesby Marks improved sales processes by integrating Cloud applications such as CPQ and Content & Experience Cloud.

Resources 40

Resources Customer Journeys Roadmap Innovation 40

SmartKarrot

NOVEMBER 4, 2020

Role: Director of Customer Success Location: Charleston, South Carolina Metropolitan Area, US Organization: GoodUnited As a Director of Customer Success, you will develop, implement, and optimize the Customer Success strategy and frameworks to drive key measures of success.

Customer Success 10

Customer Success ROI Roadmap Consulting 10

Gainsight

APRIL 13, 2020

Here are some interesting stats comparing the past 30 days vs the preceding period: 50% of the customers experienced an increase in their DAU(daily active users). A new era for customer experience. Customer Acquisition Cost = Sales + Marketing + Onboarding / # of New Customers.

B2B 52

B2B Roadmap Metrics Sales 52

SmartKarrot

DECEMBER 2, 2020

Role: Director of Customer Success Location: Remote, San Francisco, CA, US Organization: Wonderschool As a Director of Customer Success, you will manage, coach, inspire a talented team of technical Onboarders and customer support/success. Partner with the sales team to successfully create handover post-sale.

Customer Success 10

Customer Success Case Study Roadmap Sales 10

Gainsight

APRIL 30, 2019

Product analytics provide the insight necessary to evaluate your last roadmap planning session and make informed decisions going forward. By incorporating their feedback into your roadmap. Customer Acquisition Cost. Sales & Marketing Costs/Total New Customers = Customer Acquisition Cost. READ THE GUIDE.

Metrics 65

Metrics Net Promoter Score Management How To 65

SmartKarrot

JANUARY 28, 2021

Role: Vice President of Customer Success Location: Remote, United States Organization: 3DLOOK As a Vice President of Customer Success, you will architect and build the customer success organization to support customers from onboarding and training through to long-term multi-year contracts at scale in support of the revenue ambitions.

Customer Success 10

Customer Success Case Study Roadmap Customers 10