Remove Customer Success Remove Engagement Remove Presentation Remove Sales
article thumbnail

Rules of Engagement for Customer Success and Sales: Considerations and Examples

ChurnZero

Setting rules of engagement saves your team time, money, and energy. By creating healthy boundaries, Customer Success and Sales don’t have to spend their days assessing and arguing over every expansion situation. As a final note before we dive in: Be prepared to constantly amend your rules of engagement.

Sales 98
article thumbnail

How Customer Success Can Use Metrics to Better Engage Investors and Boards

ChurnZero

Customer Success Metrics that Your Investors and Board Care About. Engaging your investors starts by understanding what they care about. They care that you’re staffed appropriately to serve the needs of your customers, because ultimately that results in revenue. What metrics do investors care about?

Metrics 98
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Real Difference Between Customer Support and Customer Success

Retently

But there’s still one area that’s neglected all too often – Customer Success. As SaaS companies spring up, the essential Customer Success role is being rolled into Customer Service. What is the role of Customer Success? The Customer Success Manager (CSM) is thus not a passive role.

article thumbnail

3 Steps to Getting Sales on Board with Your Customer Success Plan

Education Services Group

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
article thumbnail

Getting Started with a Customer Success Program at Lucid

Totango

In our latest installment in the CXO Series , we sat down with Stephanie Comardelle, Vice President of Customer Experience, Success, and Solutions at Lucid to discuss what it takes to implement a stakeholder engagement plan at a time when there is so much going on as well as how they are managing their new customer success program. .

article thumbnail

Customer Success Plans That Rock!

Education Services Group

Let’s talk Customer Success Plans. What’s a Customer Success Plan, you ask? Well, let’s just say it’s the wind beneath your customer’s wings. It’s the recipe for their success. My amazing metaphors aside, Customer Success Plans are essentially the “what” and “how” of delivering on your CS strategy.

article thumbnail

Trends shaping The Forrester Wave™: Customer Success Platforms report

Totango

With acquisition costs proving too high in today’s constrained environment, many businesses are finally putting greater focus on nurturing existing customer relationships to ensure retention and expansion. The global market research company conducted its first Forrester Wave™ evaluation of top customer success platforms.