CSM Practice

APRIL 13, 2021

Being a Customer Success Manager (CSM) is a non-stop learning process that requires hands-on management at every stage. At its most basic, customer success seems simple; however, in practice, it is complex and challenging as it should help to satiate every customer’s needs. . Challenges.

Customer Success 52

Customer Success Management Customer Retention Customers 52

Totango

DECEMBER 16, 2020

Keeping up with new trends in customer success can help you promote repeat business and prevent customer churn. Here are four of the latest trends you need to know about: Automating customer success with out-of-the-box templates. Incorporating artificial intelligence for smarter success solutions.

Customer Success 72

Customer Success Customer Journey Mapping Net Promoter Score Customer Journey 72

ChurnZero

AUGUST 14, 2020

At ChurnZero, we’re humble enough to admit that Customer Success software can’t do it all, and quite frankly, it shouldn’t. We stick to our circle of competence and focus on our area of expertise: Customer Success software. Not product management. Not product management. It’s Customer Success for us.

Customer Success 87

Customer Success NPS Webinar Net Promoter Score 87

Experience Investigators by 360Connext

JANUARY 18, 2022

Yet in some organizations, customer experience training is reserved for those who are in customer service roles only. And that training can feel tactical and task-driven, like explaining how to track customer records in a Customer Relationship Management (CRM) platform. I tend to agree.

Culture 378

Culture Customer Centricity Customer Journey Feedback 378

Totango

FEBRUARY 18, 2021

In this series, we will discuss a different integration that Totango offers to help harness the powers of all of your technology platforms into one dynamic customer success platform to improve your team’s efficiency and take your customer success to the next level. Learn How to Connect to HubSpot. MS Dynamics.

Customer Success 70

Customer Success Sales Customer Relationship Management Customer Relationships 70

LiveChat

SEPTEMBER 19, 2018

Companies that take customer service seriously and make it a priority in the early stages of existence, shouldn’t forget about customer success management. It’s often mistaken with customer support, so let’s clarify. Customer success management is the next layer on the top of a successful customer support team.

Customer Success 106

Customer Success Management Sales Customers 106

Team Support

DECEMBER 20, 2023

Embracing an omnichannel approach ensures that customers can switch between channels without losing the context of their requests. Implementing advanced customer relationship management (CRM) systems can help streamline information, allowing agents to provide more personalized and efficient support.

2024 108

2024 Omnichannel Social Media 2023 108

Totango

JULY 19, 2022

How Your Customer Success Platform Can Replace Your CRM. How Your Customer Success Platform Can Replace Your CRM. Recurring-revenue businesses succeed by nurturing customer relationships over the entire lifecycle. Receive notifications when customer behavior indicates dissatisfaction.

Customer Relationships 92

Customer Relationships Customer Success Events Sales 92

Experience Investigators by 360Connext

NOVEMBER 20, 2014

While with traditional enterprise sales the customer is paying for a one-off purchase that may or may not go hand-in-hand with an annual service fee, SaaS companies are constantly having to cultivate the customer relationship if they are to stay in business.

Customer Experience 302

Customer Experience Chief Customer Officer Events 2003 302

Totango

FEBRUARY 10, 2021

A customer success strategy is a proactive plan for guiding your clients to outcomes that satisfy their needs. When your customers enjoy more value, your product adoption rates rise and customer retention rates go up. This promotes success for your company as well as your customers.

Customer Retention 87

Customer Retention Customer Success Customer Journey Mapping Customer Journey 87

Totango

MAY 17, 2022

We’ll walk you through what customer relationship management B2B software is, what its benefits are, and a list of the top CRM companies, including the outstanding features and best uses for each. B2B sales software can include data from marketing, sales, customer service and customer success management interactions.

B2B 82

B2B 2022 Sales Customer Relationship Management 82

CSM Magazine

NOVEMBER 9, 2022

To become more customer-centric, businesses must implement several changes in their organizations. Reducing risk with a planned and structured implementation of goals with change management. Change management improves communication, persuasion, leadership, and structure. Product Management. Customer Service (CS).

Customer Journey 52

Customer Journey Customer Centricity Multi-Channel Customer Relationship Management 52

ClientSuccess

OCTOBER 10, 2018

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. Let’s get started!

Customer Success 70

Customer Success Management Chief Customer Officer Customers 70

CSM Magazine

APRIL 24, 2024

When writing this article, the number one priority that we set as a foundation of all principles was the importance of an individualistic approach to customer service. How can companies adopt that philosophy and what are the best examples they can look at to boost the effectiveness of their customer success teams?

Customer Service 52

Customer Service Customer Relationship Management Customers User Experience 52

ProProfs Chat

APRIL 17, 2020

Keeping that in mind, we’ve decided to help you learn the different metrics that would allow you to create effective strategies that not only gives you an edge in the market but also retain your existing customers. In this thorough guide, you’ll come across: Different SaaS customer success metrics. 1: Customer Churn Rate. #2:

Metrics 95

Metrics Measurement Customer Success Net Promoter Score 95

Amity

NOVEMBER 14, 2018

With Elizabeth's permission, we are republishing and sharing it with our community. The sales to customer success handoff is one of the most important intersections in the customer journey. It can make the difference between successful product adoption or a churn risk waiting to happen. Consistency is key.

Sales 87

Sales Customer Success Customer Journey Customers 87

CSM Practice

JUNE 4, 2021

How do you know if your customer success team’s initiatives are truly working and which of them are not? Identifying appropriate metrics and key performance indicators (KPIs) from the get-go will help your high touch customer success team work more efficiently because the goals are clear-cut and measurable. .

Customer Success 52

Customer Success Net Promoter Score NPS Metrics 52

SmartKarrot

JUNE 2, 2023

Role: Customer Success Coordinator Location: United States (Remote) Organization: Obility As a Customer Success Coordinator, you’ll serve as your clients’ main point of contact and communications coordinator using email, Slack, and Zoom. Keep your consumer communications on a regular schedule.

Customer Success 19

Customer Success Leadership Consulting Customer Relationship Management 19

Team Support

JANUARY 9, 2024

1980s-1990s: The Dawn of CRM Software The next two decades saw the adoption of computerized systems for customer support. Companies started using customer relationship management (CRM) software to manage customer information and interactions.

Technology 59

Technology Call Center Social Media 2007 59

SmartKarrot

JANUARY 4, 2024

In today’s dynamic business landscape, the success of any organization is intricately tied to the satisfaction and loyalty of its customers. As a seasoned customer success expert , I have had the privilege of witnessing the evolution of customer success teams and the pivotal role they play in ensuring client satisfaction.

Customer Success 10

Customer Success Metrics Workshop Customer Relationship Management 10

SmartKarrot

JANUARY 4, 2024

In today’s dynamic business landscape, the success of any organization is intricately tied to the satisfaction and loyalty of its customers. As a seasoned customer success expert , I have had the privilege of witnessing the evolution of customer success teams and the pivotal role they play in ensuring client satisfaction.

Customer Success 10

Customer Success Metrics Workshop Customer Relationship Management 10

Amity

FEBRUARY 2, 2016

Editor’s note: This is a living document, and our goal is to update it regularly with the best resources around customer success. The Best Customer Success Resources of 2016. Surely, you are staying up to date on the latest customer success trends – did someone say “customer marketing”?

2016 80

2016 Customer Success Webinar Customers 80

SmartKarrot

DECEMBER 14, 2023

Welcome to a comprehensive exploration of the intricate world of customer success. In this deep dive, we will unravel the secrets of customer success strategies, client relationship building, and the nuances of customer success in various industries. Reliability is another critical factor.

Customer Success 10

Customer Success Insights Customer Relationship Management Communication 10

SmartKarrot

DECEMBER 14, 2023

Welcome to a comprehensive exploration of the intricate world of customer success. In this deep dive, we will unravel the secrets of customer success strategies, client relationship building, and the nuances of customer success in various industries. Reliability is another critical factor.

Customer Success 10

Customer Success Insights Customer Relationship Management Communication 10

SurveyGizmo

NOVEMBER 5, 2021

Many Customer Experience (CX) teams lack the data integration of their Sales and Marketing counterparts. Sales departments tend to operate using a customer relationship management (CRM) tool like Salesforce (SFDC) and, by 2022, have likely already integrated with other data sets like Jira or Salesloft. CX Lags Behind.

Net Promoter Score 98

Net Promoter Score NPS 2022 Social Media 98

CSM Practice

AUGUST 26, 2019

A while back, I sat down with Paul Piazza for a fireside chat at one of our PulseLocal Silicon Valley Customer Success event series. At that time, Paul Piazza had already had multiple Customer Success systems deployed and configured. Paul] Establishing a method of communication across your organization is key.

Customer Success 49

Customer Success Net Promoter Score ROI Measurement 49

SmartKarrot

JULY 17, 2023

Customer Success is one of the most important key drivers of the long-term success and sustainability of a business across industries. Businesses require being proactive in ensuring that their customer achieves their desired result and fully realize the value of products and services for which they have made a payment.

Customer Success 10

Customer Success Customer Relationship Management Social Media Customer Relationships 10

Method:CRM

MAY 1, 2023

You can set up most CRM systems to automate these tasks across multiple communication channels. Additionally, customer service CRM software typically provides you with analytics to better understand your customers’ needs and expectations. Why do small businesses need customer service software? Addressing complaints.

Customer Experience 93

Customer Experience Customers Customer Service Interaction 93

ClientSuccess

OCTOBER 5, 2020

If you are a customer success team leader or a CSM, you spend your days establishing and nurturing customer relationships, so obviously you realize how important they are to the ongoing success of your organization. What is customer ROI? Increasing ROI with better customer relationship management.

Customer Relationship Management 80

Customer Relationship Management ROI Customer Relationships Management 80

ClearAction

DECEMBER 14, 2017

Customer Care … CRM … Customer Experience — What’s the Difference? Customer Care … Customer Relationship Management … Customer Experience — what’s the difference? Customer Profitability (efforts to increase revenue and profit from customers). Lynn Hunsaker.

Customer Care 66

Customer Care CEM Customer Experience Net Promoter Score 66

ClientSuccess

JUNE 1, 2022

Unfortunately, while these are all not directly related to customer success or customer relationship management, the CSM is on the front lines of these relationships and is often looked to as the leader in all things customer churn. How to prevent customer churn.

Roadmap 52

Roadmap Webinar Customer Relationships Customer Relationship Management 52

ClearAction

DECEMBER 14, 2017

Customer Care … CRM … Customer Experience — What’s the Difference? Customer Care … Customer Relationship Management … Customer Experience — what’s the difference? Customer Profitability (efforts to increase revenue and profit from customers). Lynn Hunsaker.

Customer Care 59

Customer Care CEM Customer Experience Net Promoter Score 59

ClientSuccess

AUGUST 24, 2018

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. From : Sam Feil , Customer Success Manager.

Books 40

Books Customer Success Management Chief Customer Officer 40

ClientSuccess

OCTOBER 17, 2018

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. How has it helped you? ”. Let’s get started!

Customer Success 56

Customer Success Chief Customer Officer Culture Customers 56

Magellan Solutions

FEBRUARY 15, 2023

The adoption of customer relationship management (CRM) systems in the business world has been a game changer for employees. A CRM virtual assistant (VA) is an extension of the customer service team, which handles routine tasks for clients. They can monitor, store, and organize everything needed in your business.

Customer Relationships 95

Customer Relationships Social Media Sales Customers 95

BirdEye

JANUARY 5, 2023

As a result, proactive and ongoing online reputation management can have a hugely beneficial impact on an organization’s overall success. Online reputation manager skill set. If customer comments are left unanswered, this can hurt a company’s reputation – especially when it comes to negative reviews.

Management 98

Management Multi-Channel Social Media Interaction 98

Totango

JANUARY 10, 2019

At its core, customer success is simple: take care of your customers and they’ll take care of your business. Nurture relationships, and not only will customers receive excellent service and well-supported products, but your enterprise will be financially healthy in the long-run.

Customer Engagement 63

Customer Engagement Engagement 2016 Customer Relationships 63