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. . A CSM is also a communicator.

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Customer Success Management Customer Retention Customers 52

CustomerSuccessBox

FEBRUARY 2, 2022

Customer Success (CS) and customer experience are often disregarded when firms merge, despite the fact that it is undoubtedly one of the most crucial components of any business. According to Gartner’s research, organizations of the future will compete mostly on customer experience.

Customer Success 52

Customer Success Presentation Customers Financial 52

Education Services Group

AUGUST 16, 2022

Customer Success Plans are key to starting your customer relationships off on the right foot. They’re a great way to demonstrate to your brand new customers that “you’ve got this.”. How exactly does Customer Success get in good with Sales so we can work our CS magic sooner?

Sales 52

Sales Customer Success Leadership Customer Retention 52

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. It’s Customer Success for us. Customer Relationship Management (CRM) Software.

Customer Success 87

Customer Success NPS Webinar Net Promoter Score 87

ChurnZero

FEBRUARY 7, 2020

What’s the Job Outlook for Customer Success Professionals? Embarking in an emerging career field like Customer Success brings great possibility—and uncertainty. So, what’s the job outlook for Customer Success professionals? This means a vigilant focus on growing customer retention and lifetime value.

Customer Success 64

Customer Success E Commerce 2020 E-support 64

ChurnZero

FEBRUARY 11, 2020

Top 5 Customer Success Takeaways from Chief Customer Officers USA. Our very own CCO, Abby Hammer, had a part of the action and was one of the presenters and spoke on- How to Drive Operational Excellence Through Data-Driven Customer Success. Curious at what other events you can catch ChurnZero at this year?

Customer Success 52

Customer Success Chief Customer Officer 2020 Events 52

ChurnZero

APRIL 1, 2022

You’re not alone,” says Sharon Winterton , vice president of Customer Success at Catalina Marketing during her session “ Battling imposter syndrome in Customer Success ” at BIG RYG, ChurnZero’s annual Customer Success conference. You’ve never done Customer Success before. There’s so much to do.

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Customer Success Culture Leadership Customers 98

Amity

OCTOBER 5, 2016

Amity decided to sit down with David Apple , Director of Customer Success at Typeform, to learn about the structure and culture of Customer Success in this fast-growing startup, and to find out how it has evolved since its beginning 3 years ago. What does the culture of Customer Success look like at Typeform?

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Customer Success 2014 NPS Metrics 129

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.

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Culture Customer Centricity Customer Journey Feedback 378

ChurnZero

APRIL 10, 2020

How to Nail Implementation and Customer Success Handoffs. As a deadline-driven team, Implementation fiercely adheres to project start and completion dates (for their sake and the customer’s). But issues arise when project handoffs occur at a less-than-ideal time for the next in the line of customer succession.

Customer Success 61

Customer Success Customer Journey Mapping Loyalty Programs Reference 61

Amity

APRIL 25, 2016

Frequently updated and always on point, the A-List is a snapshot of what's happening in the world of Customer Success. Director of Customer Success - Proven. Alex curates the Customer Success Newsletter which is a weekly curated collection of 4 helpful articles from around the Customer Success community.

Customer Success 96

Customer Success Chief Customer Officer Consulting Blog 96

CustomerSuccessBox

APRIL 6, 2022

The customer success (CS) team is critical in today’s customer-centric economy. The purpose of the team is to keep your hard-won clients and help them grow by strengthening the customer relationship. This results in higher customer satisfaction, which lowers churn and improves renewals.

Customer Success 52

Customer Success Customer Centricity Feedback Customers 52

SmartKarrot

OCTOBER 28, 2022

Role: Vice President, Customer Success – Americas Location: San Jose, CA, US (On-site) Organization: Automation Anywhere As a Vice President of Customer Success, you will have the ability to prioritize, problem-solve, multi-task, and work independently in a dynamic and rapidly changing workplace.

Customer Success 19

Customer Success Return on Investment ROI Presentation 19

SmartKarrot

DECEMBER 20, 2022

Role: Head of Customer Success Location: Remote, United States Organization: Givelify As a Head of Customer Success, you will collaborate cross-functionally with Marketing, Revenue Operations, and Data Science/Analytics teams to own, develop, and execute strategies to increase customer retention and lifetime value at scale.

Customer Success 19

Customer Success Travel Customer Satisfaction ROI 19

SmartKarrot

OCTOBER 10, 2022

Analyze and synthesize data in order to present a story to a customer and persuade them to engage in next steps. Be the voice of the customer and champion this knowledge with cross functional teams within Diagnostic Robotics to improve the existing product experience as well as inform new product development opportunities.

Customer Success 19

Customer Success Seminar Roadmap Healthcare 19

ClientSuccess

APRIL 4, 2018

This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients are successful, we’re successful.

Customer Relationship Management 40

Customer Relationship Management Customer Relationships Management Customer Success 40

Retently

MARCH 5, 2024

From crafting personalized responses to using feedback as a motivation for improvement, this guide will equip you with the tools to acknowledge your customers’ input and use it as a launchpad for growth. Seek clarification to understand the customer’s concerns fully. Offer solutions to address the customer’s issues.

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Feedback Social Media Customer Satisfaction Loyalty 149

SmartKarrot

SEPTEMBER 2, 2022

Role: VP of Customer Success Location: Remote, Menlo Park, CA, US Organization: AutoService A.I. As a VP of Customer Success, you will onboard and guide customers to enable a seamless implementation experience. Understand every aspect of the customer business and prioritize customer needs.

Customer Success 19

Customer Success Roadmap Reference Document 19

SmartKarrot

OCTOBER 18, 2022

Understand and communicate relevant new products, features, and capabilities that support clients objectives and ensure successful deployment and activation. Provide management reports which include but are not limited to Strategic programs, Departmental Metrics, Customer Satisfaction feedback/NPS Scores, and Customer Health.

Customer Success 19

Customer Success Customer Satisfaction Metrics Customers 19

Totango

OCTOBER 2, 2020

During difficult times, it is especially important to understand what is going on inside your customer’s mind, as well as what is going on inside their business. Empathy is a core tenant of relationship-building in the business world—people do business with people, not companies. Establishing Customer Status and Goals.

Customer Retention 118

Customer Retention Customers Communication Metrics 118

SmartKarrot

APRIL 19, 2023

In order to reduce negative effects on customer happiness, operational efficiency, and scale, assist in identifying, prioritising, communicating, and driving resolution of essential issues and hazards. Creating and maintaining playbooks for the Onboarding, Adoption, Renewal, and Expansion phases of the customer experience.

Customer Success 19

Customer Success Workshop Financial Presentation 19

ClientSuccess

OCTOBER 2, 2019

We often hear the roles of Customer Success Manager (CSM) and Account Manager (AM) used interchangeably. While yes, at the end of the day both roles work directly with customers to ensure success, the ways that they carry out the responsibility are notably very different. Customer Success Builds Relationships.

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Customer Success Management Definition Metrics 47

SmartKarrot

AUGUST 19, 2022

Role: Director of Customer Success Location: Remote, California, United States Organization: 80Twenty As a Director of Customer Success, you will lead a team of managers supporting all companies clients. Build and nurture trusted, long-lasting relationships with C-suite partner leaders. Negotiate/close deals.

Customer Success 19

Customer Success Financial NPS Customers 19

Totango

SEPTEMBER 6, 2022

The argument for having a QBR is that periodic meetings can help you and your customer make adjustments, allowing them to continue deriving value from their purchase and avoiding issues that could cause churn. For SaaS providers and customer success teams, this creates several benefits, including: Building customer relationships.

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Events Customer Success Measurement Customer Journey 106

SmartKarrot

APRIL 28, 2022

Role: Director of Customer Success Location: Issaquah, WA, US (On-site) Organization: MangoApps As a Director of Customer Success, you will develop a deep understanding of MangoApps concepts, features & use-cases. Become the primary point of contact for executives and decision-makers of customer accounts.

Customer Success 19

Customer Success E-support E Commerce Roadmap 19

SmartKarrot

APRIL 14, 2022

Role: Vice President of Customer Success Location: Atlanta, GA, US Organization: TechBridge, Inc. As a Vice President of Customer Success, you will deliver transformational leadership across all TechBridge products, platforms, and services to ensure that current operational technology and processes serve the customer’s best interests.

Customer Success 19

Customer Success Roadmap Customers Technology 19

SmartKarrot

JUNE 2, 2022

Role: Director, Customer Success Location: San Francisco, CA, US Organization: Convex As a Director of Customer Success, you will manage and support a team of talented Customer Success Managers and Renewal Managers. Build and evolve playbook strategies. Mentor and hire new team members.

Customer Success 19

Customer Success Presentation Customers Books 19

SmartKarrot

APRIL 5, 2022

Role: Enterprise Customer Success Director. As an Enterprise Customer Success Director, you will build and manage trusted relationships across a small portfolio of accounts to secure the partnership and commitment to strategic customers. Role: Director, Customer Success – Atlas.

Customer Success 19

Customer Success Customer Retention Customer Satisfaction Customers 19

ShepHyken

JULY 29, 2019

RetailWire) Presented here for discussion is a summary of a current article published with permission from Knowledge@Wharton, the online research and business analysis journal of the Wharton School of the University of Pennsylvania. Why Customer Success is Important in the Modern Age by Mia Jacobs. by Knowledge@Wharton.

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Article 2019 Customer Service Customer Success 118

ChurnZero

SEPTEMBER 20, 2022

As a Customer Success professional, how can you provide positive memories in a consistent way? The potential ROI for you includes glowing reviews, solid customer case studies, and constructive feedback to improve your product and service—as well as increased retention and recurring revenue. Bring intensity to the game.

Presentation 52

Presentation Sports Hospitality Consulting 52

ClientSuccess

AUGUST 24, 2021

It’s no surprise the handoff from sales to customer success is one of the trickiest parts of the customer success journey. It doesn’t help, either, that this handoff happens early on in the customer success journey. Customer Presentation: Think of this step as the official onboarding project kickoff meeting.

Download 52

Download Presentation Sales Document 52

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. In the late 1990s, live chat support emerged as a popular communication channel.

Technology 59

Technology Call Center Social Media 2007 59

Totango

AUGUST 29, 2019

When you retain a customer, you’ve won a valuable patron who will be far likelier to want future sales or try new products. . So, don’t focus solely on hunting up one-time customers. Apply a few key customer retention optimization strategies to build deep, lasting customer relationships.

Customer Retention 87

Customer Retention Customer Journey Customer Centricity Customers 87

SmartKarrot

NOVEMBER 2, 2022

Role: SVP, Customer Success Location: Atlanta, GA, US (Hybrid) Organization: Cardlytics As an SVP of Customer Success, you will lead and scale an inclusive, world-class, multi-discipline services organization – driving vision, growth strategy, and execution.

Customer Success 19

Customer Success Multi-Channel Social Media Roadmap 19

SmartKarrot

OCTOBER 21, 2021

Role: Director, Customer Success Location: Remote, United States Organization: FloQast As a Director of Customer Success, you will ensure the CS organization enables customers to reach desired outcomes while providing a great customer experience.

Customer Success 19

Customer Success Document Customers Customer Centricity 19

SmartKarrot

NOVEMBER 8, 2022

Role: Director of Customer Success Location: London, England, United Kingdom (Hybrid) Organization: Law Business Research As a Director of Customer Success, you will develop the people, process, and tooling needed to drive meaningful outcomes in the division (GRR, NRR, renewals, customer health, customer advocacy).

Customer Success 19

Customer Success Net Promoter Score Metrics Customers 19

Totango

SEPTEMBER 24, 2020

Making your customers successful is ultimately about delivering value —you can create value for your customers by placing them in a position to grow their enterprise through the efficient use of your product to meet their business challenges. Customers are loyal to the ongoing value you provide them.

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Customer Success Customer Journey Customers Metrics 78