ChurnZero

APRIL 27, 2023

The respective directors of the customer success team and the product team were really going at it. Customer success would attest something like “If we don’t build this feature for this customer, they won’t renew.” Here are three ways to support product management so you can do the same.

Customer Success 52

Customer Success Management Roadmap Feedback 52

Totango

JUNE 10, 2022

As we saw in our 2021 State of the Customer Success Industry and Salary Report , the role of Customer Success Manager (CSM) is one of the fastest-growing jobs in the industry. In a recent webinar titled “Navigating Your Customer Success Career Path”, Totango’s Sr. Customer success is still new.

Customer Success 104

Customer Success Webinar Chief Customer Officer Leadership 104

CustomerSuccessBox

MARCH 10, 2022

On the other hand, there are potential customers all around us, and if they are just left to themselves then who’ll introduce your brand to them to witness the benefits of your product? The role and responsibilities of these two separate operations-“ Client Service Manager ” and “ Client Engagement Manager ”-differ.

Management 52

Management Engagement Document Sales 52

Gainsight

FEBRUARY 21, 2023

Customer success (CS) is a multifaceted discipline. At the heart of this juggling act is Customer Success Operations (CS Ops). McClanahan identified priority CS ops tasks to tackle, and offered suggestions for low-hanging fruit opportunities to create scale in your Customer Success program.

Customer Success 52

Customer Success Multi-Channel Webinar Call Recording 52

Totango

NOVEMBER 10, 2020

A key component of creating customer success is working with your customer to identify and organize mutual goals into a standardized customer success plan. Your customer success team can keep clients better informed on their progress, actively demonstrating the value obtained through your product.

Customer Relationships 121

Customer Relationships Customer Success Document 2021 121

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. Design and Run All-in-One .

2022 84

2022 Customer Success Insights Customer Journey 84

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. .

2020 64

2020 Customer Success Net Promoter Score Document 64

Gainsight

OCTOBER 5, 2020

Being in a Customer Success role in Gainsight, a Customer Success company, is akin to being an English professor at Oxford. Since my role as a CSM requires me to meet many talented peers in the customer success industry (our end users are often CSMs), I started looking for qualities that make a CSM a superstar.

Customer Success 59

Customer Success Management Document Customers 59

Education Services Group

SEPTEMBER 12, 2022

In Customer Success, there are a million things to keep track of, from staying on top of our daily tasks to preparing EBRs and collecting NPS scores, the list goes on and on. When we take on a new project, spending some of our precious and limited time on risk management can save us a lot of hurt in the long run. .

Customer Success 52

Customer Success Events Document Customers 52

ChurnZero

MAY 26, 2021

Slack has transformed business communication. When we think of Slack, we usually think of it as an internal communication tool, however many people do not realize it can also be used for external communication as well. There are a number of Slack communities that have been created specifically for Customer Success professionals.

Customer Success 86

Customer Success Events Leadership Document 86

ChurnZero

DECEMBER 7, 2023

From living and breathing innovation, to questioning the status quo, to relentlessly pursuing customer value and breakthrough results, it takes a lot to become a ChurnHero Award winner. This year, five spectacular customer success teams have joined the list.

2023 52

2023 Customer Success NPS 2022 52

CustomerSuccessBox

JANUARY 19, 2022

An ‘ account transition’ is the process by which an existing or a new customer account is transitioned from one member of the Customer Success team to another. In an ideal world, your Customer Success Managers would have a great relationship with the customers. Clear Documentation is crucial.

Customer Success 52

Customer Success Document Customers Touchpoint 52

Quadient

MAY 12, 2022

Cheers to customer success! Customer reviews are among Quadient’s favorite sources of feedback because they bring our products and services to life. Public customer reviews on third-party sites often provide contextual detail about how our products and services are being leveraged to drive better customer experiences.

Customer Success 52

Customer Success Customer Journey Mapping 2007 Document 52

CustomerSuccessBox

MAY 9, 2022

A Customer Success dashboard keeps track of your company’s health in connection to your product and its users. Customers are the lifeblood of any company, therefore having a clear picture of its revenue activities is critical for expansion. 360 Customer Success Dashboard. Voice of Customer.

Customer Success 52

Customer Success Net Promoter Score Metrics Customer Satisfaction 52

Customer Bliss

DECEMBER 20, 2016

Amy Downs is the Chief Customer Success & Happiness Officer at Lifesize, a company enabling communication and collaboration among many mediums (their slogan is “connecting people to make their workplace great” ), was quite interesting. At Lifesize, she was initially VP of Customer Care. Episode Overview.

Customer Success 0

Customer Success Net Promoter Score Chief Customer Officer Leadership 0

CSM Practice

AUGUST 7, 2020

CSM Practice conducts Customer Success Executives Roundtable every third Tuesday of the month where you can connect and exchange strategies and tactical advice with your peers. The customer journey maps allow customer success managers to feel that they can lead the customer during their journey and become more proactive.

Customer Success 81

Customer Success Customer Journey Mapping Customer Journey Events 81

Totango

AUGUST 14, 2020

In customer success, your customers define their own victories. No one-size-fits-all finish line exists that clients must strive to cross, and there is no Harvard Business School concept of accomplishment you can award your customer before resting on well-earned laurels. Creating Better Customers, by Definition.

Customer Success 77

Customer Success Definition Customer Journey Customers 77

Gainsight

OCTOBER 22, 2020

I’m responsible for Product Management and Technical Communications. As one team, we provide relevant guidance to users when they need it, whether it is through documentation or inside the product. Other afternoons I focus on supporting our technical communications team, such as examining in-app PX engagements.

Management 98

Management Roadmap Document Customer Centricity 98

CustomerSuccessBox

NOVEMBER 2, 2021

A seamless handoff from sales to customer success to implementation is necessary to deliver the promised early value. This is crucial to make your customer’s experience easier. CS professionals must have felt the grunt of a bad transition from Sales to Customer Success. Customer Retention. Onboarding.

Sales 52

Sales Customer Success Document Communication 52

Education Services Group

AUGUST 16, 2022

Customer Success Plans are key to starting your customer relationships off on the right foot. CSMs use them to guide their first interactions with the customer, helping them clarify and set expectations, set up an action plan for moving forward, and establish critical milestones to work toward through the customer journey.

Sales 52

Sales Customer Success Leadership Customer Retention 52

SmartKarrot

OCTOBER 3, 2023

Customer Success Managers are at the heart of retaining and growing customer accounts. This is tied back to increased revenue and customer loyalty. Yet, despite its importance, Customer Success Management often lacks the structure and standardization found in other roles like sales and marketing.

Customer Success 19

Customer Success Management Document Customer Journey 19

Education Services Group

JULY 9, 2021

We know this can be especially true for Customer Success leaders. That’s why we’ve borrowed a little tool from the folks who are lean, mean, project organizing machines – project managers – to help us stay on track. Project managers typically use them as part of the project management lifecycle. Project charter?

Customer Success 52

Customer Success Customer Journey Mapping Document Customers 52

CustomerSuccessBox

APRIL 3, 2022

Customer Success ensures that your customers remain happy customers. Its objective is to guarantee that your customers get the most value from your product. Sending an email with the appropriate intent at the right time is essential to a good customer success email. Customer Success Email Templates.

Customer Success 52

Customer Success Webinar Customers Consumers 52

Education Services Group

OCTOBER 21, 2021

While Centers of Excellence (CoEs) have been popular drivers of improvement in organizations like Marketing, HR, and IT, they haven’t quite caught on in Customer Success (yet). A Customer Success CoE centralizes the knowledge and expertise of CS and distributes it across the enterprise. We believe that’s about to change.

Customer Success 52

Customer Success Metrics 2016 Management 52

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

ClientSuccess

APRIL 18, 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.

Document 48

Document Blog Customer Success Presentation 48

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.

Customer Success 98

Customer Success Culture Leadership Customers 98

CustomerSuccessBox

MARCH 11, 2022

As Customer Success specialists, we often think of quarterly business reviews (QBRs) as the reviews we do with our own customers, when we summarize recent successes, outline future targets, and build our connections with key stakeholders. What will the Customer Success QBR look like and what tools will be used?

Customer Success 52

Customer Success Document Presentation Customers 52

ChurnZero

FEBRUARY 23, 2023

Further, additional sales with existing customers have a lower customer acquisition cost (CAC). That’s why ChurnZero believes customer retention and loyalty are the most important stages of customer lifecycle management. What is customer lifecycle management in plain English?

Management 52

Management Customer Retention Net Promoter Score Loyalty 52

ChurnZero

FEBRUARY 23, 2023

Further, additional sales with existing customers have a lower customer acquisition cost (CAC). That’s why ChurnZero believes customer retention and loyalty are the most important stages of customer lifecycle management. What is customer lifecycle management in plain English?

Management 52

Management Customer Retention Net Promoter Score Loyalty 52

SmartKarrot

JANUARY 4, 2023

Role: Director of Customer Success Location: Remote, United States Organization: Slync.io As a Director of Customer Success, you will plan, lead, organize and control multiple project initiatives in accordance with the approved scope and schedule. Guide and coach customers with proactive customer success processes.

Customer Success 19

Customer Success Document Customers Sales 19

SmartKarrot

JANUARY 9, 2023

Role: Customer Success Manager Location: London, England, United Kingdom Organization: HiBob As a Customer Success Manager, you will build and execute an account-specific relationship framework inclusive of regularly scheduled status calls, quarterly business reviews, account documentation, reference management, and account planning sessions.

Customer Success 19

Customer Success Document Customers Touchpoint 19

CSM Practice

AUGUST 7, 2020

CSM Practice conducts Customer Success Executives Roundtable every third Tuesday of the month where you can connect and exchange strategies and tactical advice with your peers. The customer journey maps allow customer success managers to feel that they can lead the customer during their journey and become more proactive.

Customer Success 52

Customer Success Customer Journey Mapping Customer Journey Events 52

SmartKarrot

SEPTEMBER 20, 2022

Role: Director, Customer Success – West Location: Remote, United States Organization: UiPath As a Director of Customer Success, you will be responsible for the execution of the UiPath GTM strategy to ensure over-achievement of the revenue targets and business objectives.

Customer Success 19

Customer Success Document Roadmap Leadership 19

CSM Practice

OCTOBER 7, 2019

In the first blog of this series, we discussed the importance of being proactive as a Customer Success manager (CSM). CSM Documentation. A thorough documentation of your customer success processes and playbooks, enables your customer success team to achieve more with what you have as a team, in record time.

Customer Success 40

Customer Success Document Blog Books 40

ChurnZero

JULY 1, 2022

Customer Success operations is a necessity, not a luxury. It’s the best form of self-care you can give your CSMs who are maxed out handling difficult executive sponsors, devising customer business strategies, rescuing at-risk accounts, and selling solution upgrades. Bree: “It does vary if CS ops owns the reporting.

Customer Success 52

Customer Success Customers Metrics NPS 52

ChurnZero

JULY 1, 2022

Our panel was joined by Nina Walker, the head of CS operations for ABBYY , a leader in intelligent document processing and Sarah Yaksic, the senior program manager of CS at Synopsys. I’m still looking at the data, but not necessarily managing it, although that’s part of the role.”. The third is customer data.

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Customer Success Customers Metrics NPS 52