Education Services Group

MAY 28, 2021

Let’s talk Customer Success Plans. What’s a Customer Success Plan, you ask? Well, let’s just say it’s the wind beneath your customer’s wings. It’s the recipe for their success. My amazing metaphors aside, Customer Success Plans are essentially the “what” and “how” of delivering on your CS strategy.

Customer Success 98

Customer Success Sales Customers Roadmap 98

Totango

AUGUST 13, 2024

At Totango + Catalyst, we made a strategic decision to challenge the script on revenue priorities, empowering customer success managers (CSMs)—those mostly intimately aware of customer needs and goals—to own core renewals, expansions, and upsells. Are you ready to unlock a new level of impact for your customer success team?

Customer Success 101

Customer Success Management Customers Roadmap 101

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

ChurnZero

MARCH 7, 2025

Well-managed communities are proven to increase customer retention, provide valuable product insights, expand brand awareness, and improve overall customer satisfaction. Here’s what we learned, with five actionable steps for success. What’s the impact of a digital customer community?

How To 52

How To Roadmap Self Service Gamification 52

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

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.

Customer Success 88

Customer Success Customer Journeys Roadmap Sales 88

Amity

AUGUST 1, 2016

Below I have outlined 5 key steps I believe will be helpful as you develop a career progression path for your customer success organization. Roles and Responsibilities – Once you understand the objectives of your Customer Success team you need to assess how your team members align.

Customer Success 72

Customer Success Roadmap Training Resources 72

Totango

MARCH 13, 2020

Still, customer data needs to be carefully tracked and evaluated in order to be worth gathering in the first place. Understanding how to use customer success analytics to your advantage is key to seeing your enterprise’s roadmap for the future. Tracking Data Throughout the Customer Journey.

Analytics 83

Analytics Customer Success How To Customer Journeys 83

Amity

FEBRUARY 16, 2016

As an evangelist for Customer Success, it’s in my nature to be curious. I started to realize that many of the most important characteristics of effective Customer Success teams are not unique: they’ve already been discussed in relation to other business functions. A Strong Preference for Being Proactive.

Customer Success 86

Customer Success Roadmap Leadership Customers 86

Gainsight

MARCH 19, 2020

And that’s driven thousands of customer success professionals who were used to seeing their clients and teams every day to learn the ins and outs of “virtual” CS. Early in Gainsight’s tenure (2014), we had a big client (still a customer today) who had a feature request and wanted to see our roadmap. But here we are.

Customer Success 85

Customer Success Tips Video Roadmap 85

Amity

OCTOBER 21, 2014

Below I have outlined 5 key steps I believe will be helpful as you develop a career progression path for your customer success organization. Roles and Responsibilities – Once you understand the objectives of your Customer Success team you need to assess how your team members align.

Customer Success 67

Customer Success Roadmap Training Resources 67

ChurnZero

MARCH 22, 2023

Lately, many customer success (CS) teams have been downsized or eliminated because of global economic uncertainty. It is OK to consider the brand value of a customer along with their revenue—sometimes you might have a really big brand, and their value as a reference boosts the revenue they bring to your company. Register today.

Customer Journeys 97

Customer Journeys Customer Success Touchpoint Financial 97

ECXO

OCTOBER 5, 2023

You get a lifetime license to 6 self-paced modules with narrated presentation videos, quizzes, workbooks, templates, and examples. For more information, please email success@ClearAction.com with any questions or to request a conversation. Fine-tune your wisdom in data quality, analysis, presentation, and use in business.

ROI 156

ROI Video Government Leadership 156

ChurnZero

SEPTEMBER 20, 2019

Q&A: How to Build Effective Customer Success Plans. Every Customer Success Plan has a secret sauce that turns it from just a plan on paper to something a team can actually execute and deliver successfully. She has become the “go-to” person for building the ultimate Customer Success model.

Customer Success 66

Customer Success Roadmap How To Effort Score 66

Gainsight

SEPTEMBER 20, 2019

As your team lays out the product roadmap for a period of time (quarter, cycle, sprint, etc.), Then we present it to our hugging and marketing teams. The post Use This Framework to Unblock Your Product Roadmap appeared first on Customer Success Software | Gainsight. Not at all! The goals here are two-fold.

Roadmap 58

Roadmap Exercises Sales Marketing 58

Gainsight

JANUARY 7, 2019

We don’t have a handle on how each customer is using the product. We need to scale our customer onboarding. These challenges are nothing new to Customer Success (CS). The world is realizing that to drive Customer Success in a SaaS business, the product plays a central role.

Customer Success 65

Customer Success Multi-Channel Roadmap Customer Journeys 65

Amity

APRIL 21, 2017

When it comes to managing relationships with your customers, the old axiom holds true: “Change is the only constant.” ” Because you know things will change - both positively and negatively - in your relationships with your customers, your customer success teams need to be proactive in managing the relationship.

Customer Success 72

Customer Success Guidelines Roadmap Meeting 72

Amity

JANUARY 30, 2018

Maheen Memon is the Director of Customer Success at Nulogy. Throughout her career in Customer Success, she’s had the opportunity to try a couple of things and has picked up some life-saving best practices along the way. We invited Maheen to the Amity office to present at one of our monthly Customer Success events.

Tips 69

Tips Customer Success Social Media Roadmap 69

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

CustomerSuccessBox

FEBRUARY 14, 2019

The searches for the keyword ‘ Role of a Customer Success Manager ’ have been increasing since the last few years. As companies around the world are getting aware of the importance of Customer Success, the demand for seasoned Customer Success Managers (CSMs) is also increasing exponentially. Why is it so?

Customer Success 67

Customer Success Management Case Study Study 67

ChurnZero

SEPTEMBER 25, 2020

The first installment outlined the significance of (and ramifications of not) marrying your Customer Success and Product teams, how to spot the misaligned warning signs, and decoding each team’s unique working style.]. Go to customer onboarding and training sessions. Make Customer Success Feedback Measurable.

Customer Centricity 76

Customer Centricity Customer Success How To Roadmap 76

ChurnZero

JANUARY 9, 2025

Companies that do not map customer journeys lose 15-20% of potential revenue growth as they fail to identify and act on conversion and upselling opportunities. As a proud sponsor of Zero IN 2024 , Growth Molecules embraced the opportunity to showcase our customer success training and advisory services in a packed workshop.

Customer Journeys 52

Customer Journeys Marketing Exercises Competitive Advantage 52

ChurnZero

FEBRUARY 26, 2021

Is your Customer Success team: Butting heads with Sales during onboarding. Getting bombarded by Marketing for unrestricted customer access. Put simply, Customer Success does a lot of things for a lot of people. ChurnZero vRYG panelists included: Sana Farooq , Director of Customer Success, FloQast.

Customer Success 59

Customer Success Company Management Roadmap 59

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

Amity

AUGUST 1, 2016

Below I have outlined 5 key steps I believe will be helpful as you develop a career progression path for your customer success organization. Roles and Responsibilities – Once you understand the objectives of your Customer Success team you need to assess how your team members align.

Customer Success 48

Customer Success Roadmap Training Resources 48

ClientSuccess

JULY 13, 2022

If one were to take an informal poll of CSMs asking what their number one goal with customers is, a majority would probably answer something along the lines of “keep my customers happy.” After all, what do happy customers mean? Happy customers have a personal bond with their vendor organization and their CSMs.

Loyalty 78

Loyalty Roadmap eBook Customer Retention 78

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

Amity

OCTOBER 7, 2016

Helping customers get the most value out of your product is a top priority for most customer success teams. In order to do that, CSMs must be the strongest advocates of your customer’s needs internally as we are the cornerstone of client-facing interaction. Get on site with customers early.

How To 99

How To Roadmap ROI Meeting 99

Wootric

AUGUST 10, 2018

Yes, we’re talking about gathering feedback from customers who don’t yet exist, for a product that doesn’t yet exist, to create a product that will perform better, sell better, and get rave reviews. Then, present your product idea and ask if they think it could help them reach their goals and reduce (or eliminate!) And it’s possible.

Roadmap 53

Roadmap Data Net Promoter Score Analytics 53

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

GetFeedback

JULY 29, 2019

Instead, use existing processes such as product standups, defect tracking, roadmap planning, or market assessment meetings to notify stakeholders about relevant feedback. ”, it’s likely not feedback for the Product Management team, but rather an end-user education issue which should be sent to their Customer Success Manager.

Survey 150

Survey Feedback How To Net Promoter Score 150

ChurnZero

DECEMBER 20, 2019

20 Customer Success Predictions for 2020 . T hat’s why we asked some of the top Customer Success (CS) leaders to share their industry predictions for 2020. Vanessa Hannay , Director of Customer Success, Muck Rack . Making customers happy is no longer good enough. . . The year was 1909.

Customer Success 61

Customer Success Chief Customer Officer ROI Sales 61

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

Totango

SEPTEMBER 9, 2022

These meetings can play a crucial role in your customers’ overall health and success. In a recent poll, we asked customer success professionals what their top challenges were for performing QBRs. Keys to engaging customers during your QBR. How to create a customer success plan.

Meeting 19

Meeting Tips Analysis Guidelines 19

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. Product and customer success teams have different ways of communicating and thinking about problems.

Customer Success 52

Customer Success Management Meeting Roadmap 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