ChurnZero

MARCH 25, 2022

To minimize the disruption of a transition and ensure your relationships, both with your customer and your team, come out stronger on the other side, follow this four-step process: Perform a data dump. Debrief internally and schedule a future leadership touchpoint. to your CRM and/or Customer Success platform.

Books 98

Books Touchpoint Customer Success Customers 98

ChurnZero

MARCH 25, 2022

Regardless of the time constraints you’re up against, here are a few pieces of advice to apply to any book of business transition: Require CSMs to log every customer touchpoint (from day one!) to your CRM and/or Customer Success platform. To limit churn risks, track how often you transition customers between CSMs.

Books 52

Books Touchpoint Customers Reference 52

ChurnZero

AUGUST 13, 2021

How to optimize customer retention with a comprehensive Customer Success tech stack. How to drive revenue by combining customer data across all touchpoints. Speakers: Anika Zubair , VP of Customer Success, inSided. Q: How should you make a business case to purchase Customer Success tools? Q&A Recap.

Customer Success 98

Customer Success Webinar Communication Interaction 98

ChurnZero

AUGUST 13, 2021

How to optimize customer retention with a comprehensive Customer Success tech stack. How to drive revenue by combining customer data across all touchpoints. Speakers: Anika Zubair , VP of Customer Success, inSided. Q: How should you make a business case to purchase Customer Success tools? Q&A Recap.

Customer Success 52

Customer Success Webinar Communication Interaction 52

Alida

MAY 27, 2021

Customer relationships are more complicated and more important than ever as businesses interact with customers across a wide variety of physical and digital touchpoints.

Touchpoint 162

Touchpoint Customer Relationships Customer Experience Management Customer Insights 162