CSM Practice

JUNE 24, 2021

How valuable is Customer Success’s input in creating a solid product roadmap?! In the past, companies relied solely on the product management team to build and drive roadmaps. Shifting the Product Roadmap Ownership to Customer Success. What is a product roadmap? Document customer needs.

Roadmap 59

Roadmap Customer Success Customer Centricity Feedback 59

Amity

APRIL 16, 2018

Deciding how much of your product roadmap - if any - to show your customers can be an area of uncertainty. Your product roadmap is your company’s high-level and strategic goals documented, along with an execution strategy that communicates how you plan on getting there. Be Transparent. Finally, manage expectations.

Roadmap 69

Roadmap Feedback Customers Course 69

Interactions

NOVEMBER 6, 2024

Discovery and implementation Implementation with an off-the-shelf solution may include self-guided materials and documentation and some hours of assistance for a near-DIY build. We have eight reports out of the box, as well as the ability to customize reporting at any point of the engagement.

Contact Center 62

Contact Center Self Service Roadmap Analytics 62

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. A Digital Execution Engine is Key.

Customer Success 88

Customer Success Customer Journeys Roadmap Sales 88

CSM Magazine

NOVEMBER 6, 2024

Start with a project management plan template that includes: A detailed scope statement outlining deliverables A work breakdown structure dividing tasks into manageable work packages A resource management plan allocating team members effectively Your project plan is a living document that will guide every decision and action moving forward.

Customer Satisfaction 52

Customer Satisfaction Management How To Guidelines 52

Gainsight

JANUARY 17, 2020

So we asked 10 experts the following questions to learn more about how they collect and prioritze customer feedback: What are some of the effective ways you collect feedback? How do you work with your customer-facing teams to gather feedback? How do you prioritize what feedback gets incorporated into the product roadmap?

Feedback 117

Feedback Roadmap ROI Case Study 117

Totango

DECEMBER 3, 2020

Looking back at the 2020 Customer Success Salary Report , this year has also had a particularly influential effect on the Customer Success (CS) Industry. As compared to 2019, companies are increasingly growing their Customer Success teams to maximize retention and drive growth from existing customers. .

Report 65

Report Customer Success Net Promoter Score Roadmap 65

Gainsight

SEPTEMBER 20, 2019

As you complete the exercise above for each issue and product opportunity, thoroughly document your findings. As your team lays out the product roadmap for a period of time (quarter, cycle, sprint, etc.), The post Use This Framework to Unblock Your Product Roadmap appeared first on Customer Success Software | Gainsight.

Roadmap 58

Roadmap Exercises Sales Marketing 58

ChurnZero

MAY 22, 2024

I find that saying the term “digital customer success” in our industry almost always garners one of two responses from CS professionals. Now, there’s absolutely nothing wrong with customer marketing, but that’s just a tiny portion of what we’re really talking about here. or their eyes light up. What the heck do those mean?

Customer Success 52

Customer Success Strategy Roadmap How To 52

Gainsight

OCTOBER 22, 2020

As one team, we provide relevant guidance to users when they need it, whether it is through documentation or inside the product. With a finance background, I am focused on developing our Revenue Optimization solutions, which connects Customer Success to revenue. . Mornings are dedicated to team and customer collaboration.

Meeting 98

Meeting Management Roadmap Customer Centricity 98

CustomerSuccessBox

JUNE 15, 2020

As we all know, Customer Success will play a crucial role in driving the SaaS industry forward during these tough times. For the first webinar we had Ari Hoffman, Director of Customer Advocacy, Coveo discuss Customer Success Strategy for an economic downturn with Puneet Kataria, Founder & CEO of CustomerSuccessBox.

Customer Success 64

Customer Success Strategy Roadmap Metrics 64

ChurnZero

APRIL 11, 2024

Every customer success leader I know is being asked to do more with less. Being asked to do more with less has turned the concept of digital customer success from a nice-to-have to a must-have. Being asked to do more with less has turned the concept of digital customer success from a nice-to-have to a must-have.

Customer Success 52

Customer Success Customer Journeys B2B Customers 52

Gainsight

NOVEMBER 23, 2020

As the Customer Success function matures, it’s increasingly clear that Customer Success Operations (CS Ops) plays a critical role in driving effectiveness and efficiency just as Sales Ops does for the Sales function. Jeff is the Senior Manager of Customer Success Operations. . Operational reporting.

Customer Success 52

Customer Success Roadmap Handbook Financial 52

CSM Practice

OCTOBER 10, 2018

This summer, I received a call from one of my favorite customer success community leaders, Dave Blake who is the CEO for Client Success. Dave asked me if I might be interested in taking part as a judge for The Customer Success Innovator of the Year Award that takes place each year during CS100 Summit.

Customer Success 49

Customer Success Chief Customer Officer ROI Customers 49

CSM Practice

OCTOBER 10, 2018

This summer, I received a call from one of my favorite customer success community leaders, Dave Lake who is the CEO for ClientSuccess. As a judge, assessing the finalists included meeting with 5 forward-thinking brainiacs, who all shared fascinating new approaches to doing customer success better.

Customer Success 49

Customer Success Chief Customer Officer ROI Customers 49

Gainsight

DECEMBER 27, 2019

With perfectly-timed and curated in-app engagements, your customers will soon find your product an essential part of their everyday workflow.”. Is Customer Feedback Really Making It to Your Product Roadmap? It’s easy for valuable feedback to get lost on its way from the customer to your product team. REQUEST A DEMO.

Roadmap 97

Roadmap Metrics Feedback Conference 97

ChurnZero

JULY 12, 2019

And I’m not only talking about desired outcome churn or low trial-to-paid conversion rate that occurs when new users abandon your platform before turning into customers. This is linked to a) the kind of solution you offer, b) your product roadmap, c) your customer success program, and d) your user experience.

Customer Success 75

Customer Success Customer Experience How To Roadmap 75

Gainsight

OCTOBER 23, 2019

The critical role played by customer success (CS) teams is well known, as is the importance of the customer success software powering these teams. But, could thinking about customer success software as a category be leading us down the wrong path? Understanding the Customer Success Software Market.

Software 60

Software Customer Success Tools Customer Centricity 60

CustomerSuccessBox

JUNE 8, 2021

TL;DR: Customer success is one of the top 10 fields for employment in the tech sector and the Most Customer success departments have different structures to suit each of their unique requirements consisting of a Vice president of Customer Success or Chief Customer success officer, Director of Customer Success and Customer success managers.

Customer Success 52

Customer Success Metrics Roadmap Leadership 52

CSM Practice

OCTOBER 10, 2018

All About the Customer Success Performance Indicator . This summer, I received a call from one of my favorite customer success community leaders, Dave Lake (CEO for ClientSuccess ) who asked me if I might be interested in taking part as a Judge for The Innovator of the Year Award that takes place each year during CS100 Summit.

Customer Success 49

Customer Success Chief Customer Officer ROI Roadmap 49

ChurnZero

MAY 30, 2024

It’s rare that anybody builds a customer education truly from scratch in the sense of having zero content to work with. Content for your educational program already exists in support articles, internal training documents and even recordings of customer calls. Learners rarely spend much time typing up their feedback.

How To 107

How To Video Course Feedback 107

Totango

MARCH 12, 2019

It’s a critical time that can either cement loyalty or lead to customer churn. The good news is that onboarding in the digital era has become easier; interactions happen faster, communication is streamlined, and customer success software can notify you of important events. Document every customer interaction and automate tasks.

Roadmap 80

Roadmap Software Fashion Comparison 80

ChurnZero

APRIL 27, 2023

The respective directors of the customer success team and the product team were really going at it. The meeting we were in was supposed to be a forum where the two teams could trade notes and collaborate on the product roadmap. How many customers will the feature affect? That’s why we do two different jobs.

Customer Success 52

Customer Success Management Meeting Roadmap 52

Amity

OCTOBER 12, 2017

After spending over 15 years in Customer Success, I have however recognized some distinct patterns in how the best Customer Success teams are run. You really need to approach Customer Success with the mindset that your work is never done. The Cycle of Customer Success. Customer Journey.

Customer Success 61

Customer Success Customer Journeys Net Promoter Score Effort Score 61

Retently

SEPTEMBER 12, 2018

Our product team makes use of all possible means to get hold of actionable insights for roadmap improvements. But, how can the voices of customers be leveraged to drive the expected product changes? There is nothing more powerful than getting to see your product through the eyes of your customers.

Analysis 109

Analysis Feedback NPS Effort Score 109

ChurnZero

JANUARY 11, 2019

It’s no secret that Customer Success and Product teams have a bit of a love-hate relationship, and when it comes to communicating and working together things don’t always go smoothly. 1 – Product Doesn’t Care About Our Customers. That roadmap they’ve created is a living document, always ready to be altered and updated.

Customer Success 45

Customer Success Roadmap Return on Investment Feedback 45

Education Services Group

MAY 27, 2022

Last week, I listed out some common ideas and practices that we should not spend a lot of time chasing , leaving unanswered questions about what is worth the chase in Customer Success. Customer Success Maturity Assessments. You need a complete picture of your Customer Success organization’s maturity.

Customer Success 52

Customer Success Metrics Effort Score Customers 52

Gainsight

DECEMBER 21, 2023

For a long time, proactive vs reactive was a common debate among Customer Success professionals. Now, the verdict is in, and everyone agrees that proactive Customer Success Managers (CSMs) are best positioned to drive value and deliver a better customer experience. Control over the customer experience.

Customer Success 52

Customer Success Company How To Effort Score 52

ChurnZero

SEPTEMBER 27, 2024

Outcomes based customer success, a strategy that focuses on ensuring customers achieve their desired outcomes, sounds intuitive. But with so many stakeholders in the picture, including your team, your customers, and other internal teams, it’s easier said than done.

Customer Success 52

Customer Success How To Effort Score Roadmap 52

TechSee

AUGUST 31, 2022

After speaking with hundreds of customers, enterprise buyers and our global team of customer success leaders, below are the five key questions to ask when evaluating a provider for your business. Ask to speak with a potential Customer Success Manager, and see how you vibe. Do they have one? How often do they meet?

Engagement 109

Engagement Self Service Video Culture 109

Gainsight

FEBRUARY 21, 2020

Before your next roadmap planning meeting, make sure you’re not making any of the following product experience mistakes and make fixing them a priority. It also provides quick access to Gainsight PX Documentation so users can find answers to their questions on their own. How do you prioritize your product roadmap? Register now!

Case Study 89

Case Study Roadmap Study Feedback 89

ChurnZero

FEBRUARY 29, 2024

The working relationship between customer success and support teams can make, break, or even supercharge your customer experience, as Jaclyn Mullen of TheLoops showed attendees of ChurnZero’s most recent webinar. 3: How can you get an established support team to value their customer success team more?

Customer Success 52

Customer Success How To Culture Leadership 52

Avaya

APRIL 10, 2019

2 technology they expect to transform Digital Customer Experience (DCX), behind customer success analytics tools. In Nemertes’ 2018-19 Digital Customer Experience research study of 697 organizations, we found companies already are relying on AI to transform their customer experience. 39% growth in digital sales.

Contact Center 71

Contact Center Self Service Virtual Agent Analytics 71

CSM Practice

DECEMBER 14, 2020

New leaders are vulnerable in their first few months in whatever discipline, including customer success. There are integral parts of your first 90 days, such as developing relationships with your colleagues and customers, building trust, and gathering data and ideas for your career growth. Introduction. What is a 90-day plan?

How To 80

How To Customer Success Roadmap Strategy 80

Amity

OCTOBER 12, 2017

After spending over 15 years in Customer Success, I have however recognized some distinct patterns in how the best Customer Success teams are run. You really need to approach Customer Success with the mindset that your work is never done. The Cycle of Customer Success. Customer Journey.

Customer Success 49

Customer Success Customer Journeys Net Promoter Score Effort Score 49

ChurnZero

MARCH 1, 2019

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. This spotlight will be featuring, Brett Andersen who is the Director of Client Success at Degreed.

Customer Success 40

Customer Success Return on Investment Customers Roadmap 40

Gainsight

MARCH 27, 2019

If your customers can always see when feedback changes status, or when items are added to your roadmap, then the loop is effectively closed for them. How you go about opening up access to your customers and enabling them to see what you’re working on largely depends on how you manage your feedback in the first place.

Feedback 78

Feedback How To Policies Roadmap 78