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? 3-Phase Customer Success Product Roadmap Strategy.

Roadmap 59

Roadmap Customer Success Customer Centricity Feedback 59

Totango

OCTOBER 30, 2024

To drive customer-led growth, organizations need to assign ownership for expansion, align tactics to value drivers, measure post-sales funnels precisely, streamline communication post-sale, and use automation to create more clarity for teams. According to GTM Partners, 72% of companies experienced longer sales cycles in 2023.

Roadmap 62

Roadmap Sales Measurement Tips 62

InMoment XI

SEPTEMBER 3, 2024

Whether it’s improving customer support, enhancing sales strategies, or driving product innovation, conversational analytics offers a wide range of applications and use cases that can significantly impact business outcomes.

Analytics 195

Analytics Data Social Media Average Handle Time 195

InMoment XI

NOVEMBER 22, 2024

Collecting and analyzing feedback allows you to provide more value, which increases sales, subscriptions, and revenue. These actions could include creating a profile or uploading a document. This metric evaluates the effectiveness of your marketing and sales teams in converting prospects.

Tools 195

Tools Feedback Effort Score Net Promoter Score 195

InMoment XI

JUNE 5, 2024

Document level text mining/NLP – Supporting all industry-standard NLP functions, including classification (via ml models, boolean queries, or against pre-trained taxonomy based on Wikipedia categories), NER, theme/concept extraction, sentiment measurement, summarization, intention, effort, and emotion measurement.

Analytics 195

Analytics Effort Score Social Media Innovation 195

Gainsight

SEPTEMBER 20, 2019

The list is compiled from customer feedback received from sales, success, and support teams, as well as opportunities and improvements identified from our internal research and analyses. sales, marketing, and hugging teams ). As you complete the exercise above for each issue and product opportunity, thoroughly document your findings.

Roadmap 58

Roadmap Exercises Sales Marketing 58

ChurnZero

MAY 22, 2024

Building an executable digital CS strategy has three key components: a digital roadmap, an automation plan, and a touchpoint map. 1: Your digital customer success strategy’s digital roadmap. Be sure to include the “how” in your roadmap in addition to the “what.” What the heck do those mean? That’s okay!

Customer Success 52

Customer Success Strategy Roadmap How To 52

Avaya

APRIL 15, 2019

Enables new sales or upsell (12%). For more information on how AI improves customer experience, read There’s Nothing Artificial About It: AI and analytics document significantly better digital experiences for customers , or view Learn How a 95% Increase in Customer Wins is Possible with DCX+AI. Reduces time agents spend on calls (24%).

Roadmap 47

Roadmap Customer Experience Self Service Chatbots 47

Experience Investigators by 360Connext

SEPTEMBER 16, 2024

They’re all about the customer’s perspective, making them different from process maps or product roadmaps, for example. Salesforce is undeniably a powerhouse for needs spanning the marketing, sales, and customer experience lifecycle. Teams often start with a general journey map that shows how customers typically engage with them.

Customer Journeys 162

Customer Journeys How To Multi-Channel Roadmap 162

Education Services Group

MAY 28, 2021

Also known as a Success Plan or a Joint Success Plan , it is a document that’s developed collaboratively with your customer at the start of your relationship. Then, the CSM will use this conversation, and the document created from it, to build out a plan for delivering on that value throughout the customer’s lifecycle.

Customer Success 98

Customer Success Sales Customers Roadmap 98

Kayako

MARCH 9, 2017

“Product testing helps me to understand the process of the Engineering team in deciding the roadmap. Helping to roadmap the releases means Support can identify and handle minor bugs, and also to communicate the correct issues to customers or engineers.”. Creating self-service documentation. You may also have some of your own!

Self Service 178

Self Service Customer Service Roadmap Customers 178

ChurnZero

APRIL 11, 2024

It’s no longer a fancy thing, years out on the roadmap, that only highly mature CS organizations are good at. 4: Customer journey map Have you documented your customers’ experience with your company from their point of view? Is what you documented in an “as-is” or “to-be” state? So, it needs to be documented.

Customer Success 52

Customer Success Customer Journeys B2B Customers 52

ChurnZero

SEPTEMBER 27, 2024

Q: My sales team often tells me the customer goals and is hesitant to let CS ask again on kickoff calls. I pose this as “I like to hear it from you” but again, sales is hesitant. Is it important to make sure the sales and product teams are talking about outcomes the same way you are? Stephanie: I concur with Keishla!

Customer Success 52

Customer Success How To Effort Score Roadmap 52

Service Untitled

JULY 16, 2012

I just finished reading Roadmap to Revenue : How To Sell The Way Your Customers Want To Buy ( Amazon.com link ). In a nutshell, Roadmap to Revenue helps us understand the customer-centric instead of the common company-centric mindset. ” Following the correct route, the organization arrives at the ultimate reward of success.

Roadmap 46

Roadmap Customer Centricity Social Media Knowledge Base 46

West Monroe

SEPTEMBER 23, 2024

In fact, “20% of the world’s largest companies have made net-zero commitments, representing sales of nearly $14 trillion,” with more than 400 large U.S.-based based companies also committing to net-zero targets of their own.

Transportation 52

Transportation Roadmap Policies Guidelines 52

Totango

APRIL 12, 2022

The customer focus is driving a shift in the old pre-sale vs post-sale mindset. has a roadmap, a backlog, iterations, and new releases.In The customer journey is the combined and shared efforts of all teams within an organization – from Customer Success to Marketing, Sales, Product, Support and more. Deliver Value First.

Customer Success 85

Customer Success Customer Journeys Roadmap Sales 85

West Monroe

NOVEMBER 2, 2022

Sellers want to ensure there aren’t any valuation surprises during their exit, and they want to drive the narrative around their exit—two variables better controlled for in a private sale rather than the public markets. Recognize learnings and document processes. Build a realistic roadmap.

Roadmap 52

Roadmap Innovation Financial Exercises 52

Gainsight

JANUARY 17, 2020

How do you prioritize what feedback gets incorporated into the product roadmap? From a bigger, strategic roadmap perspective, we get that from our executive business reviews or our insider program. Q: How do you prioritize what feedback gets incorporated into the product roadmap? These get routed directly to the product team.

Feedback 117

Feedback Roadmap ROI Case Study 117

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

Quadient

SEPTEMBER 16, 2022

We also received a five out of five score for "planned enhancements" – the only vendor to receive a perfect '5' score, demonstrating the strength of our product roadmap. He started as a document designer using several VDP technologies, before moving to the software side of the industry. from University of Nevada, Las Vegas.

Customer Journeys 52

Customer Journeys Social Media Roadmap Software 52

Gainsight

APRIL 8, 2020

In those days, traveling was a major part of the job—traveling to California for monthly meetings with my product team; traveling to clients for sales calls or customer discovery; traveling to our corporate offices for sit-downs with other teams such as marketing, support, and finance. Stories need to be prioritized. Conclusion.

Tools 52

Tools Travel Roadmap Course 52

Totango

DECEMBER 3, 2020

Given how all of these elements directly relate to increased revenue, it’s unsurprising that the Customer Success Salary Report also reports that CS teams are trending away from reporting to the CEO, and instead, are reporting to a Chief Revenue Office or Head of Sales figure. Document and Share Customer Data .

Report 64

Report Customer Success Net Promoter Score Roadmap 64

inmoment

JANUARY 21, 2020

If you’re looking to shake things up in 2020, checking this living document is a great first step for seeing where your organisation has been and where it could go from here. Whether you’re looking to revamp a current charter or make a new one, this document is a great place for practitioners to start. Don’t have a CX charter?

Customer Experience 52

Customer Experience Roadmap Customer Journeys Touchpoint 52

Pretium Solutions

MAY 3, 2023

When you don’t have an understanding of market trends, customer needs, and competitive landscape it is difficult to create a compelling and realistic sales proposition for your customers. This information will guide your product development, marketing, and sales strategies. The result is a business model that is not sustainable.

Analysis 52

Analysis Financial Roadmap Consulting 52

Gainsight

DECEMBER 21, 2023

However, they’re constantly iterating—the product roadmap is in flux, and the customer base is in flux. Realities of an Early-Stage Company Customer Success is rarely formed in the earliest days of a new company; usually Product, Marketing, Sales, and Finance all come first. Here are the highlights.

Customer Success 52

Customer Success Company How To Effort Score 52

Gainsight

SEPTEMBER 28, 2022

Simplicity should impact: How you innovate: As your company and customer base matures, it can be appealing to plot every little feature request onto your product roadmap (especially the ones coming from your largest, highest-paying customers). Have clarity and reasoning behind your roadmap.

How To 52

How To Roadmap NPS Fashion 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. Together, we’ve mapped out a three-year roadmap for the CS org. Here’s our Roadmap ( PDF link ).

Customer Success 52

Customer Success Roadmap Handbook Financial 52

inSided

OCTOBER 1, 2022

These were some of their top challenges: Fractured customer experience : Customers need to visit different places to access content, with low navigability of available resources and a jarring gap between the pre- and post-sale customer experience. Integration to support and documentation via federated search.

Case Study 52

Case Study Effort Score Customer Journeys Study 52

inmoment

JANUARY 21, 2020

If you’re looking to shake things up in 2020, checking this living document is a great first step for seeing where your organisation has been and where it could go from here. Whether you’re looking to revamp a current charter or make a new one, this document is a great place for practitioners to start. Don’t have a CX charter?

Customer Experience 40

Customer Experience Roadmap Customer Journeys Touchpoint 40

Clarivate

SEPTEMBER 22, 2022

IP data roadmap. Does it include a searchable library of patent, publication and NPL documents? IP data roadmap. Ensuring the provider will be there for you long after the sale is crucial to maximize solution value, while minimizing headaches. Integration flexibility. Security and performance. Searching and reporting.

Software 59

Software Management Roadmap Report 59

Totango

NOVEMBER 3, 2022

Define and document how you will deliver a stand-out experience for your customers by mapping all the activities that deliver value at each stage. “If You can then take these assets into the post-sale process, lay them out for your customer, and prove you’re delivering the value promised and ensure they’re happy with what they’re receiving.

Customer Journeys 62

Customer Journeys Tips Chief Customer Officer Healthcare 62

Avaya

APRIL 10, 2019

39% growth in digital sales. Still, I frequently hear customers say: “AI is all hype,” to which I respond with documented ways companies are using AI today and finding huge success. In my next blog, I will review how organizations are leveraging AI in the contact center and provide a roadmap for success. AI Hype Isn’t All Hype.

Contact Center 71

Contact Center Self Service Virtual Agent Analytics 71

Method:CRM

APRIL 18, 2023

Just like with your marketing efforts, providing a better customer experience means more sales opportunities down the road. So, not only will you make your customers happier, but when you provide extraordinary customer service, you accelerate your sales process and increase profitability. Self-serve through support options.

Self Service 52

Self Service Customer Experience CRM Connections 52

Retently

SEPTEMBER 12, 2018

Our product team makes use of all possible means to get hold of actionable insights for roadmap improvements. This is where the actionable side of the NPS survey is fully uncovered and where we can discover insights from responses like “The user interface is quite straightforward and easy to use, but your documentation is quite confusing”.

Analysis 124

Analysis Feedback NPS Effort Score 124

ECXO

DECEMBER 26, 2023

Using Behavioural Science in Marketing shows how to apply behavioural science principles in key areas of marketing, including marketing communications, email, direct mail and ad campaigns, social media marketing and sales funnel conversion strategies. Many of us are also teaching, even when it’s not in our job descriptions.

Case Study 156

Case Study Customer Centricity Social Media Competitive Advantage 156

TechSee

AUGUST 31, 2022

Your team should be able to invoke a document signature capability, or when requested by the end-user, run a speed test or even remotely control the end-user’s computer in order to help them complete their desired task. Will you be able to influence the roadmap or strategy? Do they have one? How often do they meet?

Engagement 109

Engagement Self Service Video Culture 109

C3Centricity

NOVEMBER 4, 2019

They hoped that it would revive sales and give new vitality to their communications to better engage their customers in the new social world. If you don't even have a written document clearly describing them, then use C3Centricity's 4W Template until you develop your own. CEX #CRM #CustomerCentricity Click To Tweet. Who is the hero?

Customer Centricity 149

Customer Centricity Brands Advertising Consumers 149