Experience Investigators by 360Connext

NOVEMBER 2, 2021

Creating customer personas is an important part of any customer journey mapping exercise or really any customer experience management program. What is a Customer Persona? We develop personas for specific activities around customer experience management. Customer Service Blueprinting.

Customer Journey Mapping 375

Customer Journey Mapping Culture Customer Journey B2B 375

Lumoa

JANUARY 7, 2021

At what point during the customer journey should you measure how the customer is feeling? After their journey is over? In reality, there are several customer touchpoints along the customer journey where you can (and should!) Imagine being a customer buying a train ticket. In the middle?

Touchpoint 83

Touchpoint Customer Journey Measurement Customer Journey Mapping 83

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

NOVEMBER 3, 2022

Start with defining the customer journey. While teams may often refer to “the customer journey,” how do you ensure alignment and shared understanding of what that means across your business? Hedgpeth shared that the first thing a customer success leader should do when joining a new company is create the journey map.

Customer Journey 62

Customer Journey Chief Customer Officer Healthcare Customer Journey Mapping 62

Totango

DECEMBER 1, 2021

When you bring agile innovation to customer success , you empower your CS strategy with the latest technology. In this blog, we’ll look deeper at what an agile customer success strategy means and why you can benefit from using one. Then we’ll lay out seven steps to bring agile innovation to customer success.

Innovation 97

Innovation Customer Success Document Government 97

Experience Investigators by 360Connext

JULY 6, 2021

A Customer Experience Charter can answer that question. What is a Customer Experience Charter? A customer experience charter is a brief document outlining the agreements the CX governing team needs to align with their decisions. Invite team members from other areas that are close to the customer experience.

Document 358

Document Net Promoter Score Government Leadership 358

Totango

MARCH 21, 2023

In today’s challenging economic climate, teams must ensure they are utilizing the right initiatives to protect and grow customer loyalty. Their discussion covered three key strategies for powering up customer success. Don’t forget to make your feedback scalable. In 2023, Totango is taking its show on the road.

Customer Journey Mapping 81

Customer Journey Mapping 2023 Metrics Customer Success 81

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

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

Education Services Group

FEBRUARY 8, 2022

Over the years, we’ve helped many of our clients build customer journey maps as part of our Customer Success as a Service® business model. I want to give you an inside look at what makes journey mapping the ESG way so special. Because we get asked about our customer journey mapping workshops a lot.

Customer Journey Mapping 52

Customer Journey Mapping Workshop Customer Journey Customer Success 52

Education Services Group

APRIL 21, 2021

If you’re wondering what the ESG Customer Success Maturity Model is and why we built it, go back and read the first installment of this three-part series. Here in part two, I’ll talk about the second phase of Customer Success maturity – Operationalize. If you’ve already devoured that and are ready for more, read on!

Customer Success 94

Customer Success Customer Journey Mapping NPS 2020 94

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

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 76

Customer Success Definition Customer Journey Customers 76

ChurnZero

MAY 20, 2021

When you build a Customer Success organization from the ground up, it’s easy to get caught in the trap of doing the wrong things well. To figure out where you should begin on your growth and scaling journey, it’s helpful to first orient yourself with where you stand using a Customer Success maturity model.

Customer Success 90

Customer Success Touchpoint Chief Customer Officer Customers 90

CustomerSuccessBox

MARCH 7, 2022

What is a Joint Success Plan? A Joint Success Plan is the customer success plan that you, as a Customer Success Manager (CSM), build with collaborative efforts from your customer’s end. An account plan is a comprehensive internal document that acts as a compass for all aspects of customer management.

Customer Success 52

Customer Success Document Customer Journey Mapping Customers 52

SmartKarrot

JULY 15, 2022

A customer journey is defined as the entire experience that a consumer has while communicating with your business. Therefore, as our current business landscape continues to evolve, customer journey mapping processes are now more crucial than ever before. The Top 10 Customer Journey Mapping Tools for CCOs: 1.

Customer Journey Mapping 10

Customer Journey Mapping Chief Customer Officer Customer Journey User Experience 10

Totango

NOVEMBER 12, 2019

Do you continue to get the same level of attention from that company’s customer success (CS) team? As you can see from the customer’s perspective, the attention you offer after a sale is completed is just as important as the attention you show during the sales process. Why the Sales to Customer Success Handoff Matters.

Sales 60

Sales Customer Success Customer Journey Document 60

Totango

AUGUST 18, 2022

One way to tackle these challenges is to utilize a customer onboarding checklist for your CS team that delineates all of the targets that need to be hit during this stage of the customer journey. Educating the customer on how your platform can support their business goals.

Customer Journey Mapping 93

Customer Journey Mapping Customer Success Document Customer Journey 93

Education Services Group

JULY 9, 2021

We know this can be especially true for Customer Success leaders. Project managers utilize powerful little documents called project charters to define, implement, and keep track of their projects. Why project charters are valuable in Customer Success. The elements of a Customer Success project charter.

Customer Success 52

Customer Success Customer Journey Mapping Document Customers 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.

Customer Success 98

Customer Success Culture Leadership Customers 98

ClientSuccess

JANUARY 5, 2022

Account transitions will be inevitable throughout your tenure as a customer success leader. Whether through promotions, turnover, or new hires, new CSMs are bound to leave or join your customer account teams regularly. Now it’s time for the new CSM to step up and become familiar with the customer account.

Customer Journey Mapping 68

Customer Journey Mapping Customer Journey Document Webinar 68

Totango

AUGUST 5, 2022

Asking the right questions is key to effectively using this powerful customer success tool. A client onboarding questionnaire can help you: Make a smooth handoff between your sales team and your customer success team. Document communication for reference and transparency. What Is a Client Onboarding Questionnaire?

Document 84

Document B2B Sales Customer Journey Mapping 84

Amity

OCTOBER 12, 2017

After spending over 15 years in Customer Success, I have however recognized some distinct patterns in how the best Customer Success teams are run. You really need to approach Customer Success with the mindset that your work is never done. The Cycle of Customer Success. Customer Journey.

Customer Success 61

Customer Success Net Promoter Score Customer Journey Metrics 61

SmartKarrot

MAY 17, 2023

Role: Customer Success Specialist Location: Illinois, United States (Hybrid) Organization: RedMane Technology LLC As a Customer Success Specialist, you’ll giving clients support and guidance using mCase. Create campaigns with numerous customers in mind using digital activities and touchpoints.

Customer Success 19

Customer Success Customer Journey Mapping Document Touchpoint 19

Gainsight

OCTOBER 7, 2022

That’s because when companies are looking to optimize the customer journey for conversion, renewal, and expansion, they achieve the best results when Customer Success and Product Development are working together. Customer Success then works with Product to develop a sophisticated system for engaging with customers.

2022 52

2022 Customer Journey Mapping Document Customer Journey 52

Amity

OCTOBER 12, 2017

After spending over 15 years in Customer Success, I have however recognized some distinct patterns in how the best Customer Success teams are run. You really need to approach Customer Success with the mindset that your work is never done. The Cycle of Customer Success. Customer Journey.

Customer Success 49

Customer Success Net Promoter Score Customer Journey Metrics 49

ClientSuccess

NOVEMBER 15, 2017

Mapping out the customer journey isn’t just for small start-ups or unicorn companies. It can be tempting to write off this extra step if your company is part of a larger, more mature marketplace as the customer experience is likely well documented and established. What Is Customer Lifecycle Management?

Customer Journey Mapping 40

Customer Journey Mapping Management Metrics Customer Journey 40

CustomerSuccessBox

DECEMBER 17, 2021

Decision: At the decision stage, a consumer feels they have a sufficient understanding of the options available and the extent to which they can solve the need that triggered the customer journey. A customer journey cannot be micromanaged. Proper onboarding is required for the customer to get to the first value quickly.

B2B 52

B2B Touchpoint Net Promoter Score Customer Journey 52

Customer Bliss

JUNE 28, 2019

Gainsight is a SaaS company focused on customer success. For example, if CSMs have expectations from the professional services team, those would be documented. At SnackNation, Chelsie Rae thought about what she wanted the customer experience to look like at the end of 90 days. Clarify Role and Department Responsibilities.

Metrics 172

Metrics Document Customer Journey Books 172

Quadient

DECEMBER 17, 2021

Lastly, human-centered design and service delivery are defined to ensure that the services are designed around the customer and the services function at a level to ensure completion of the government to customer delivery process. Customer journey mapping is an important concept in this E.O., Making it personal.

Government 52

Government Document Definition 2007 52

Totango

JUNE 24, 2022

Customer success in SaaS differs from CS in other industries. The software service industry presents unique challenges for customer success management while also creating unique opportunities that call for specific strategies. Read on to learn the keys to effective customer success for SaaS clients.

Customer Success 103

Customer Success Customer Journey Mapping Net Promoter Score Customer Journey 103

SmartKarrot

DECEMBER 5, 2023

Welcome to another insightful session of Kaffeine & Karrots, where we dive deep into topics that matter in the world of customer success. Today, I’m joined by Shruti Sharma, a seasoned Customer Experience Advisor & Consultant with decades of experience in customer-oriented roles.

Sales 8

Sales Customer Success Document Customer Journey Mapping 8

ChurnZero

JULY 9, 2021

Conflating or wrongly defining these groups has long-lasting consequences including increased customer churn, reputational damage, and cross-functional animosity. While the whole organization plays a role in defining customer fit, Customer Success is the one who’s forced to bear the brunt of a bad-fit customer’s unhappiness and frustration.

Customer Success 75

Customer Success Customer Journey Mapping Sales Customers 75

Natalie Petouhof

OCTOBER 12, 2016

Tweet The Customer Experience (CX) Services Global List acknowledges leaders in driving customer experience excellence in organizations. In addition, products included in this document meet the threshold criteria for this category as determined by Constellation Research. Customer references  . An assessment tool 

Customer Experience 45

Customer Experience Customer Journey Mapping Consulting Roadmap 45

Kerry Bodine

JUNE 5, 2019

I’m actually not a fan of terms like awareness, consideration, or conversion when they’re applied to customer journeys. When we’re in a journey mindset, we’re thinking about things from the customers’ point of view — not the marketers’. In the journey manager role synonymous with that of a customer success manager?

Webinar 54

Webinar Management Touchpoint Customer Journey 54

ChurnZero

APRIL 11, 2024

Every customer success leader I know is being asked to do more with less. Being asked to do more with less has turned the concept of digital customer success from a nice-to-have to a must-have. Being asked to do more with less has turned the concept of digital customer success from a nice-to-have to a must-have.

Customer Success 52

Customer Success Document Customer Journey Mapping B2B 52

Kerry Bodine

JUNE 5, 2019

I’m actually not a fan of terms like awareness, consideration, or conversion when they’re applied to customer journeys. When we’re in a journey mindset, we’re thinking about things from the customers’ point of view — not the marketers’. In the journey manager role synonymous with that of a customer success manager?

Webinar 48

Webinar Management Touchpoint Customer Journey 48