Remove Customer Change Remove Customer Success Remove Events Remove ROI
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Battle Scars and Lessons Learned in Implementing Customer Success Systems

CSM Practice

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. Changing management is hard but critical to the success of a CS team.

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How to transition customers to a new CSM in 4 steps

ChurnZero

But alas, time — and customer accounts — waits for no one. Figuring out how to shift around a CSM’s book of business is a delicate balancing act, and one of the most challenging Customer Success processes to get right. Have the tCSM list all customer contacts and describe their personalities. The show must go on.

Books 98
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How to transition customers to a new CSM in 4 steps

ChurnZero

But alas, time — and customer accounts — waits for no one. Figuring out how to shift around a CSM’s book of business is a delicate balancing act, and one of the most challenging Customer Success processes to get right. Have the tCSM list all customer contacts and describe their personalities. The show must go on.

Books 52
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5 Ways Customer Success Automation Can Maximize Your CS Team’s Time

Totango

Having the ability to automate your CS teams’ work can make customer success scalable. For large high-touch accounts to tech-touch accounts, and everything in between, automation — used the right way — can add value for customers, while freeing up time for your Customer Success team members to focus on high-impact projects. .

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Customer Service Training: Empowering A Service Mindset

Integrity Solutions

Customer Service Sales Mindset This kind of mindset shift will enable everyone within the company to comfortably and confidently adopt a role in selling, and bridging that gap between the two will have a huge, positive impact on the customer experience. Is it about creating loyal customers? call resolution)?

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A Customer Churn Analysis Checklist

Totango

Customer churn can occur at any point along the customer journey. The reasons behind a customer’s decision to leave may reach back farther than you might expect, and may involve a sequence of events rather than a single incident. Is the customer using their product frequently and consistently?