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Top 5 Pain Points of
Customer Success
Managers
The Customer Success Challenge
● Customer Success is
increasingly becoming the
crucial cog that keeps the
SaaS machine running
● SaaS companies need a good
customer success team to
ensure efficient onboarding
and steady renewals
Burdensome Onboarding
● With roadblocks clamouring for
attention, it becomes easy to forget
that the SaaS application can solve
pressing issues for the customer
● Customer success managers don’t
have an easy platform to
demonstrate product features and
the value they can bring
Overwhelming Support Requests
● As human interaction with
software increases,
unfortunately so does the
need for support
● Users should have the means
to get their questions
answered immediately,
without having to call
customer support
The Churn Demon
● What causes churn?
○ promised value that was not realized
○ unsatisfactory interactions when getting
assistance
● Recognize the high value of a long-term customer
● Provide proper onboarding value transmission-
translate promises into reality
● Encourage adoption- the user needs to use the
software to reap its benefits
Software Upgrades and Updates
● An inevitable aspect of software solutions is the need
for consistent software updates
● Updates can be time-consuming, frustrating, and
result in a loss of productivity
● Provide clients with upcoming updates and their
improvements so that they will be ready and excited
for the new update
Renewals, Cross-Sells and Up-sells
● Improve the ‘Total Lifetime Value’ of a customer
(TLV)
● The problem for customer success managers is
balancing company interests (sales) with that of the
clients (value)
● A customer success manager should monitor client
behavior to find opportunities for cross-sells, up-
sells, and/or renewals
The Do’s
● provide customer success managers with the tools to
demonstrate features
● employ instruments that allow clients to get self-help
● translate value promises into reality
● gives clients a heads up on software updates and
upgrades
● monitor opportunities for cross and up-selling, and
renewals
For more tips on improving customer
success, visit the ‘Successfull’ blog by
clicking the logo below, or going to
successfull.walkme.com

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Top 5 Pain Points of Customer Success Managers

  • 1. Top 5 Pain Points of Customer Success Managers
  • 2. The Customer Success Challenge ● Customer Success is increasingly becoming the crucial cog that keeps the SaaS machine running ● SaaS companies need a good customer success team to ensure efficient onboarding and steady renewals
  • 3. Burdensome Onboarding ● With roadblocks clamouring for attention, it becomes easy to forget that the SaaS application can solve pressing issues for the customer ● Customer success managers don’t have an easy platform to demonstrate product features and the value they can bring
  • 4. Overwhelming Support Requests ● As human interaction with software increases, unfortunately so does the need for support ● Users should have the means to get their questions answered immediately, without having to call customer support
  • 5. The Churn Demon ● What causes churn? ○ promised value that was not realized ○ unsatisfactory interactions when getting assistance ● Recognize the high value of a long-term customer ● Provide proper onboarding value transmission- translate promises into reality ● Encourage adoption- the user needs to use the software to reap its benefits
  • 6. Software Upgrades and Updates ● An inevitable aspect of software solutions is the need for consistent software updates ● Updates can be time-consuming, frustrating, and result in a loss of productivity ● Provide clients with upcoming updates and their improvements so that they will be ready and excited for the new update
  • 7. Renewals, Cross-Sells and Up-sells ● Improve the ‘Total Lifetime Value’ of a customer (TLV) ● The problem for customer success managers is balancing company interests (sales) with that of the clients (value) ● A customer success manager should monitor client behavior to find opportunities for cross-sells, up- sells, and/or renewals
  • 8. The Do’s ● provide customer success managers with the tools to demonstrate features ● employ instruments that allow clients to get self-help ● translate value promises into reality ● gives clients a heads up on software updates and upgrades ● monitor opportunities for cross and up-selling, and renewals
  • 9. For more tips on improving customer success, visit the ‘Successfull’ blog by clicking the logo below, or going to successfull.walkme.com