Amity

APRIL 30, 2018

When one thinks of a Customer Success Manager, the ‘Happy To Help’ attitude is what usually comes to mind. That is what a CSM is; a multi-tasking, proactive individual who will always be more than willing to help a customer out , drive growth, add value to the company, all the while making the job look like a piece of cake.

Sales 82

Sales Customer Success Customers CRM 82

Kayako

AUGUST 10, 2018

Customers and prospects have a number of ways to reach your team with sales and support questions, but none are as effective and immediate as live chat. Over the past 4 years live chat usage has grown by 400% and more and more customers expect businesses to have it. A great customer experience comes with great responsibility.

Customer Success 130

Customer Success Customers Connections Engagement 130

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

ECXO

JULY 22, 2024

Tailored Walkthroughs: Customized guides and welcome messages introduce key features and benefits, making users feel supported from the start. Interactive Tutorials: Video tutorials and interactive demos effectively highlight the product’s value proposition. Community Building: Creating a customer success community for shared learning.

B2B 207

B2B Customer Experience Self Service e-support 207

ClientSuccess

SEPTEMBER 3, 2020

In this post, I’ll address the most frequent question I’m asked by customer success leaders—what is the best compensation plan for Customer Success Managers (CSMs)? Compensation Plans for Customer Success Managers (CSMs). Download Customer Success Compensation Models Image. And he was right.

Customer Success 111

Customer Success Management NPS Sales 111

Totango

NOVEMBER 15, 2023

Totango’s customer success software drives cross-functional enterprise teams toward enhanced productivity, retention, and growth. The best of customer success At Totango, we know just how important it is for customers to receive not only a high-quality product but one that has been thoroughly vetted by their peers.

Customer Success 118

Customer Success Software Customer Satisfaction Feedback 118

Gainsight

APRIL 15, 2022

But you know all this—you’re the hero who has decided to save your company with the superpowers of customer success! The only way you can save the day is to get customer success up and running quickly, with the organization’s support. Customer success is a team effort, more Avengers than Batman.

Customer Success 97

Customer Success Effort Score Net Promoter Score Chief Customer Officer 97

Totango

MAY 15, 2024

Establishing clear metrics, out-of-the-box templates, and KPIs to demonstrate the value of AI features ensures that AI initiatives deliver tangible benefits and effectively address customer needs. Our takeaway : The impact value of AI begins and ends with business goals.

Interaction 110

Interaction Customer Success Conference Industry 110

Retently

NOVEMBER 29, 2024

Questions of first impression are game-changers for industries like Ecommerce, SaaS and Retail, basically, anywhere the customer experience directly influences conversions or loyalty. For instance: In Ecommerce , a confusing checkout process can mean a lost sale. Post-Purchase Experience First impressions don’t end with the sale.

Survey 120

Survey Ecommerce Feedback Interaction 120

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

DECEMBER 7, 2023

Merging sales and customer success (CS) is a delicate art that is often challenging but necessary for driving business results and creating a frictionless customer journey.

Sales 95

Sales NPS Customer Success Customer Journeys 95

ChurnZero

JUNE 26, 2020

It’s easy to get overwhelmed or stumped when you’re not sure where to start, especially when purchasing a newer product, such as Customer Success software, for the first time. Now that we’ve made compiling your RFP questions a breeze, let’s look at the most common Customer Success RFP mistakes.

Software 98

Software Customer Success Comparison Net Promoter Score 98

Totango

NOVEMBER 12, 2019

Do you continue to get the same level of attention from that company’s customer success (CS) team? As you can see from the customer’s perspective, the attention you offer after a sale is completed is just as important as the attention you show during the sales process. Or does communication slow or stop?

Sales 60

Sales Customer Success Customer Journeys How To 60

BirdEye

OCTOBER 11, 2023

Investing in processes and tools that contribute to customer delight significantly impacts the bottom line. This blog details the panel discussion on Grow sales by delighting customers with George Grigoryan – Marketing Director, SEV, and Vandana Agarwal, VP of Pre and Post-Sales, Birdeye and Justin Meredith.

Sales 111

Sales Social Media Customers Multi-Channel 111

Calabrio

MARCH 4, 2025

They also apply AI models to analyze customer intent to surface desires, needs, opinions, and expectations of customers. Its worth taking a moment, though, to explore the third function above in particular, around how AI analyzes customer intentor whats behind a customers feedback or expression of an unmet need.

Contact Center 100

Contact Center Effort Score Analysis Multi-Channel 100

Totango

JUNE 11, 2019

If you want your business to succeed, make sure your customers succeed. As the economy becomes more customer-centered, the need to foster customer success is more important than ever before. Aligning your business goals with those of yours customers spells prosperity for your business for years to come.

Customer Success 96

Customer Success How To Customer Centricity Software 96

Totango

APRIL 12, 2022

At Totango’s 2022 Global Executive Forum , customer success leaders from around the world came together to connect with their peers, share ideas and learn about new products and opportunities. Top 10 Insights from Customer Success Executives. The Customer Comes Before the Product. Never Stop Iterating.

Customer Success 88

Customer Success Customer Journeys Roadmap Sales 88

Gainsight

AUGUST 24, 2021

When customers have seamless experiences from marketing to sales and on to delivery? One powerful way to inspire, inform, and motivate your organization to reach this next level of customer satisfaction is with deeper integration of sales staff with your organization’s customer success program.

Sales 52

Sales Customer Success e-support Customers 52

Totango

JULY 23, 2019

The old sales idea of courting and closing a customer in a single effort and considering their value “bagged” from a one-off transaction is as antiquated as dial-up modems. After all, the digitization of business has empowered customers to seek long-term gains from short-term investments. The Role of Customer Success Teams.

Customer Success 92

Customer Success Effort Score Customer Centricity Customer Journeys 92

Amity

JANUARY 11, 2018

Founded in 2011, with offices in Edmonton and Toronto, Jobber Software has helped thousands of home service businesses be more successful. When she joined in 2014, Justine Burns was Jobber’s first Customer Success hire. I’m the Director of Customer Success and I’m in charge of 3 teams.

Customer Success 94

Customer Success Abandon Rate Culture Customers 94

ChurnZero

JUNE 15, 2023

With less budget to go around, some SaaS companies are merging customer success and account management into one function that’s responsible for an account’s business strategy, product adoption, and value realization, as well as its renewal and expansion. CRMs are absolutely a must for automating and scaling sales operations.

CRM 96

CRM Sales Report System 96

GetFeedback

MARCH 23, 2019

When it comes to surveying software, you’ll want team members who will be interacting with the material regularly in on the process (think sales, customer service, etc.). Some survey tools will allow you to have a free trial, while others will have a longer sales process where you’ll get a demo. Customer success.

Tools 223

Tools Survey Software Comparison 223

ChurnZero

JANUARY 14, 2020

ChurnZero Leverages LinkedIn Sales Navigator’s “Data Validation” to Improve Customer Data . New feature mitigates churn risk by flagging customer job changes. . LinkedIn launched Data Validation, a feature that helps Customer Success professionals manage their contacts and ensure they have the most up-to-date contact data.

Data 81

Data Sales Chief Customer Officer CRM 81

Totango

MAY 14, 2019

Customer success initiatives are critical in ensuring your product gives customers the positive outcomes they’re looking for. But how can you tell if your customer success team’s hard work is paying off? Choose Customer Success KPIs Tailored to Your Customers. Support Tickets.

Customer Success 97

Customer Success Metrics Measurement Customer Satisfaction 97

ClientSuccess

DECEMBER 12, 2022

In today’s competitive customer success landscape, it is essential that CSMs are adequately and appropriately compensated for their work. When making a switch from one compensation plan to another for your Customer Success Managers (CSMs), it’s important to make the transition as smooth and considerate as possible.

Customer Success 87

Customer Success Tips Management Sales 87

Totango

MARCH 21, 2019

Realizing lifetime value from your customers is about generating lifetime value for your customers. That’s the central tenant of the customer success approach to business. It reflects the current customer-centered economy that has encouraged customer fluidity and placed greater emphasis on the customer experience.

Customer Success 89

Customer Success ROI Lifetime Customer Customers 89

Gainsight

FEBRUARY 11, 2019

Last month, I quit my position as head of Customer Success at my company, RD Station. We have thrived because we managed to build a sales machine that is scalable and predictable. Many of the successful SaaS companies walked a similar path. Then, we nailed the sales processes, converting thousands into customers.

Customer Success 81

Customer Success Sales Customers Software 81

Totango

JANUARY 29, 2021

When your product directly helps your customers achieve their goals, your brand wins their loyalty. Playbooks for customer success managers help drive processes that promote winning client outcomes. What Is a Customer Success Playbook? Why Do You Need Playbooks for Customer Success?

Customer Success 85

Customer Success Customer Journeys Guidelines Customers 85

AskNicely

MARCH 22, 2018

My name is Leah and I recently joined the AskNicely team as VP of Customer Success and Advocacy. I did this all in the pursuit of conquering and mastering my arch nemesis in leading Customer Success teams over the years: Net Promoter Score. . How should every Customer Success leader be using NPS?

NPS 150

NPS Net Promoter Score Case Study Culture 150

Alliance by IFS

FEBRUARY 5, 2019

The lack of transparency between management, sales and service technicians led to ineffective communication with customers and inability to tailor to their needs. Managing a product from shipment through its lifecycle with focus on customer satisfaction, takes various moving parts. . Sales Opportunity Management.

Video 86

Video Customer Success Customer Satisfaction Sales 86

ChurnZero

AUGUST 21, 2020

So, to reprieve our collective cry for clarity, we asked industry experts to give their best predictions on the future of Customer Success. So, without further ado, here’s what our Customer Success experts had to say: You Mon Tsang , CEO, ChurnZero. Greg Saiz , VP of Customer Success, Betterworks.

Customer Success 84

Customer Success Chief Customer Officer Trends Sales 84

CloudCherry

OCTOBER 4, 2018

This gives you a unique opportunity to follow trends on experience, rather than just averages of sales data. As a customer experience practitioner, you likely have a laundry list of improvements you’d like to put in place. Learn more about the CloudCherry CRM integrations today: Request a Demo.

CEM 249

CEM CRM NPS Analysis 249

CloudCherry

OCTOBER 4, 2018

This gives you a unique opportunity to follow trends on experience, rather than just averages of sales data. As a customer experience practitioner, you likely have a laundry list of improvements you’d like to put in place. Learn more about the CloudCherry CRM integrations today: Request a Demo.

CEM 244

CEM CRM NPS Analysis 244

Totango

JULY 30, 2019

The way you feel as you travel versus when you arrive at your destination is a great metaphor for the distinction between customer experience vs. customer success. Customer experience refers to the feelings, emotions, and perceptions customers have when using your product. Experience vs. Value.

Customer Success 78

Customer Success Customer Experience Lifetime Customer Effort Score 78

NICE inContact

JANUARY 28, 2019

We’ve talked about the thorough questionnaire and proof of concept demos, but as every contact center well knows, no vendor review would be complete without including the voice of the customer. It’s the ultimate proof point, isn’t it?

Contact Center 136

Contact Center Touchpoint Report Course 136

Totango

JANUARY 30, 2020

Customer success and account management share common goals: Building customer loyalty and driving growth. Still, considering customer success vs account management reveals some insight into the contributions of both roles. Customer Success vs Account Management: How are They Different?

Customer Success 71

Customer Success Management Net Promoter Score Effort Score 71

Totango

FEBRUARY 5, 2019

We believe in data-driven, proactive customer success that lets you take control of your churn risk and strengthen your customer relationships. Reducing churn in this customer-centered subscription economy means placing the customer at the center of everything you do. Maintaining customer success efforts.

ROI 76

ROI Customer Success Strategy Effort Score 76