SmartKarrot

OCTOBER 10, 2023

In today’s competitive business landscape, retaining key accounts is crucial. Streamlining Quarterly Business Reviews (QBRs) with key accounts through a playbook approach not only strengthens client relationships but also fosters customer success. What are QBRs? But doing QBR right can be tricky.

Net Promoter Score 10

Net Promoter Score Document Metrics Feedback 10

CustomerSuccessBox

APRIL 3, 2022

Sending an email with the appropriate intent at the right time is essential to a good customer success email. Most businesses make either of the two mistakes: Sending too few emails or Sending just so many emails. This Guide will show you the steps in detail. A section of this job is carried out through email marketing.

Customer Success 52

Customer Success Webinar Customers Consumers 52

ChurnZero

DECEMBER 6, 2019

The CSM’s Guide to Holiday Gift Giving. But the most important goal for any CSM is retaining their customers year after year—making them an essential role in any organization. . Would you be excited if you received a generic pen or mousepad from a company you do business with? Pick The Perfect Personalized Present .

Roadmap 80

Roadmap Customer Success Presentation Travel 80

Gainsight

NOVEMBER 4, 2020

It’s essential in the relationship with customers to know who your key contacts are within an account. Another bonus of organizing stakeholder information is that CS teams can input essential insights from their customer relationships. QBRs, EBRs, or merely the last time the contact engaged with your company .

Management 52

Management Chief Customer Officer Demo Engagement 52

CustomerSuccessBox

JANUARY 4, 2022

Conducting an effective and valuable Quarterly Business Reviews (QBR) is a challenge in itself. By having a QBR, your intention is to meet with the client to discuss business and support them in achieving their objectives. The conceptualization of a QBR is far easy than its implementation.

Roadmap 52

Roadmap Presentation ROI Measurement 52

ChurnZero

DECEMBER 13, 2019

Q&A: New Manager’s Guide for a Customer Success Strategy Implementation. During the webinar she taught attendees how to: Prioritize strategic initiatives by defining actions that will have the greatest impact on your business and customers over the next few years. The end of the year is a busy time for Customer Success teams.

Customer Success 72

Customer Success Webinar Chief Customer Officer Customers 72

Amity

APRIL 21, 2017

Being proactive means having a good plan on how to capitalize on regular events in the relationship lifecycle like business reviews, subscription renewals. Let’s look at each of these in more detail and discuss a playbook for quarterly business reviews (QBRs) as an example. A branded slide deck.

Customer Success 72

Customer Success Events Definition Roadmap 72

SmartKarrot

OCTOBER 13, 2022

The core business objectives of a CSM are to maintain/increase retention for the company to grow and expand. To date, there has been a church-and-state mentality regarding crediting or recognizing teams for their contribution to generating new revenue for a business. However, the majority of businesses have almost zero percent.

Customer Success 10

Customer Success Management B2B Presentation 10

SmartKarrot

OCTOBER 6, 2022

Keeping this in mind, we have curated this exclusive guide that discusses account management, the job, and the resources to look for. Account managers also conduct research and present unique solutions to assist customers in gaining tangible business outcomes. Quarterly Business Reviews (QBRs). Monitoring.

Management 10

Management Sales Communication Customer Relationships 10