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Scaling
Through Your Customers
Allison Pickens
Chief Operating Officer, Gainsight
It’s a new world
Your customers have more
power than ever before
© Copyright 2018, Gainsight, Inc., All rights reserved
The World is CHANGING…
CLOUD
TECHNOLOGIES
SUBSCRIPTION
MODELS
CUSTOMER
VOICE
DIGITAL
TRANSFORMATION
POWER OF CHOICE
2011 2019
SUBSCRIPTION BUSINESS MODELS AND
DIGITAL PRODUCTS HAVE USHERED IN THE
AGE OF THE CUSTOMER
Customer
Success
CS Exceptional
Experiences
CX Desired
Outcomes
CO
= +
In the Age of the Customer,
Customer Success is Essential
© Copyright 2018, Gainsight, Inc., All rights reserved
Customer Success
Drives Customer-Led Growth
ACCESSIBLE
Are at risk
for churn
TRULY LOYAL
Drive growth
and advocate
HIGH RISK
Churn and
detract
TRAPPED
Renew, but
don’t expand
CX
CO
What Our Company Looks Like To Us
CEO
Sales Marketing
Customer
Success
Engineering Product CFO
The Effect on the Customer Journey
CEO
Product /
Engineering
Marketing Sales
Customer
Success
(…and other
departments)
Handoffs between silos
Customer Journey
Land Onboard Adopt Renew
Expand
What Client Journeys Feel Like Today
Vendor View
Change services
point of contact
What Client Journeys Feel Like Today
Client View
Poor
handoff
Repeating
themselves
Client
View
Onboard Adopt Renew
Expand
Win the deal
Land
Vendor View
Ask for reference
Ask to speak at
conference
Migrate to new
version
Change services
point of contact
What Client Journeys Feel Like Today
Client View
Poor
handoff
Long support
resolution
Frustrated
users
Repeating
themselves
Missed
milestone
Onboard Adopt Renew
Expand
Win the deal
Client
View
Land
Vendor View
Ask for reference
Ask for upsell
Ask for early
renewal
Ask to speak at
conference
Migrate to new
version
Change services
point of contact
What Client Journeys Feel Like Today
Client View
Poor
handoff
Long support
resolution
Frustrated
users
Limited
adoption
Repeating
themselves
Questioning
roadmap and
future fit
Missed
milestone
Onboard Adopt Renew
Expand
Win the deal
Client
View
Land
Vendor View
Ask for reference
Ask for upsell
Ask for early
renewal
Ask to speak at
conference
Migrate to new
version
Change services
point of contact
Renew
Celebrate
What Client Journeys Feel Like Today
Client View
Poor
handoff
Long support
resolution
Frustrated
users
Limited
adoption Evaluating
alternatives
Repeating
themselves
Questioning
roadmap and
future fit
Missed
milestone
Renew
Onboard Adopt Renew
Expand
Win the deal
Client
View
Land
THE CUSTOMER
SUCCESS ORCHESTRA
SILOS DESTROY
CUSTOMER SUCCESS
MARKETING SALES SERVICES SUPPORT PRODUCT FINANCE
Marketing
Automation
Sales
Automation
Professional Services
Automation
Customer Service
and Ticketing
Issue Tracking &
Release Management
Billing/Financial
Management
Execute
Projects
Close
Tickets
Ship
Updates
Bill and
Invoice
Drive
Leads
Close
Opportunities
SILOS DESTROY
CUSTOMER SUCCESS
MARKETING SALES SERVICES SUPPORT PRODUCT FINANCE
Marketing
Automation
Sales
Automation
Professional Services
Automation
Customer Service
and Ticketing
Issue Tracking &
Release Management
Billing/Financial
Management
Execute
Projects
Close
Tickets
Ship
Updates
Bill and
Invoice
Drive
Leads
Close
Opportunities
PEOPLE
PROCESS
TECHNOLOGY
PLATFORM
TOP-RATED
EXPERTISE
GUIDED
COMMUNITY
LARGEST
CUSTOMER CLOUD
Keep and Grow Your
Customers For Life
© Copyright 2019, Gainsight, Inc., All rights reserved. CONFIDENTIAL.
MATURITY MODEL
OUTCOMES
TRANSFORMATION
Proactively deliver customer
outcomes at scale
Rally your entire company
around the mission of
customer success
INSIGHTS & ACTIONS
Turn data into meaningful
actions across your team
Manage escalations on
case-by-case basis
REACTIVE
© Copyright 2019, Gainsight, Inc., All rights reserved. CONFIDENTIAL.
Chief Customer Officer Summit Benchmark Survey, 2018
OUTCOMES
TRANSFORMATION
Proactively deliver customer
outcomes at scale
Rally your entire company
around the mission of
customer success
89%
93%
GROSS RETENTION
INSIGHTS & ACTIONS
87%
Turn data into meaningful
actions across your team
Manage escalations on
case-by-case basis
80%
REACTIVE
© Copyright 2019, Gainsight, Inc., All rights reserved. CONFIDENTIAL.
Chief Customer Officer Summit Benchmark Survey, 2018
OUTCOMES
TRANSFORMATION
Proactively deliver customer
outcomes at scale
Rally your entire company
around the mission of
customer success
NET RETENTION
INSIGHTS & ACTIONS
Turn data into meaningful
actions across your team
Manage escalations on
case-by-case basis
REACTIVE
113%
125%
106%
92%
© Copyright 2019, Gainsight, Inc., All rights reserved. CONFIDENTIAL.
INSIGHTS & ACTIONS TRANSFORMATION
OUTCOMES
Lm
2
Lifecycle
Management
Cv
1
360° Customer
View
Ch
3
Customer
Health
Cx
4
Experience
Management
Ae
12
Advocate
Engagement
Su
13
Support
Experience
Pr
11
Product
Success
Se
14
Services
Experience
Am
5
Adoption
Management
Sa
8
Stakeholder
Alignment
Re
9
Risk
Escalation
Em
7
Expansion
Management
Sp
10
Success
Planning
Rm
6
Renewal
Management
GAINSIGHT CUSTOMER SUCCESS PLATFORM
Elements of Customer Success
CLOSED
LOOP VOC
ADOPTION
MANAGEMENT
CROSS-FUNCTIONAL
ACCOUNT PLANNING
SUPPORT ACTIVITY
VISIBILITY
SCALING CS IS THE LARGEST GAP
AUTOMATING THE
CUSTOMER JOURNEY
“I NEED TO
SCALE”
WHY?
WHY?
“Why do you need to scale?
“Why isn’t your current budget
sufficient for helping your clients?”
WHY?
“Why do you need to scale?
WHY?
“Why do they need to do those things?”
“Why isn’t your current budget
sufficient for helping your clients?”
“Why do you need to scale?
WHY?
“Why is your product hard to adopt?”
WHY?
“Why is your product hard to adopt?”
“Why aren’t you solving the product gaps?”
WHY?
“Why is your product hard to adopt?”
“Why aren’t you solving the product gaps?”
“I thought you said your
responsibility was to scale?”
“Why is your product hard to adopt?”
WHY?
“Why aren’t you solving the product gaps?”
“I thought you said your
responsibility was to scale?”
“Sounds like you and your Product
leader should set up a meeting.”
© Copyright 2019, Gainsight, Inc., All rights reserved. CONFIDENTIAL.
Enabling growth across CS and Product…
● Analyze feature usage from
every angle
● Translate product insight
into action with in-app and
email engagements
● Hear directly from your
users on what they like and
dislike about your product
https://www.gainsight.com/maturity-model/
Thank You!
@PickensAllison

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Allison Pickens- 2019 APPEALIE SaaS Conference Featured Speaker

  • 1. Scaling Through Your Customers Allison Pickens Chief Operating Officer, Gainsight
  • 2. It’s a new world Your customers have more power than ever before
  • 3. © Copyright 2018, Gainsight, Inc., All rights reserved The World is CHANGING… CLOUD TECHNOLOGIES SUBSCRIPTION MODELS CUSTOMER VOICE DIGITAL TRANSFORMATION
  • 5. SUBSCRIPTION BUSINESS MODELS AND DIGITAL PRODUCTS HAVE USHERED IN THE AGE OF THE CUSTOMER
  • 6. Customer Success CS Exceptional Experiences CX Desired Outcomes CO = + In the Age of the Customer, Customer Success is Essential
  • 7. © Copyright 2018, Gainsight, Inc., All rights reserved Customer Success Drives Customer-Led Growth ACCESSIBLE Are at risk for churn TRULY LOYAL Drive growth and advocate HIGH RISK Churn and detract TRAPPED Renew, but don’t expand CX CO
  • 8. What Our Company Looks Like To Us CEO Sales Marketing Customer Success Engineering Product CFO
  • 9. The Effect on the Customer Journey CEO Product / Engineering Marketing Sales Customer Success (…and other departments) Handoffs between silos Customer Journey
  • 10. Land Onboard Adopt Renew Expand What Client Journeys Feel Like Today
  • 11. Vendor View Change services point of contact What Client Journeys Feel Like Today Client View Poor handoff Repeating themselves Client View Onboard Adopt Renew Expand Win the deal Land
  • 12. Vendor View Ask for reference Ask to speak at conference Migrate to new version Change services point of contact What Client Journeys Feel Like Today Client View Poor handoff Long support resolution Frustrated users Repeating themselves Missed milestone Onboard Adopt Renew Expand Win the deal Client View Land
  • 13. Vendor View Ask for reference Ask for upsell Ask for early renewal Ask to speak at conference Migrate to new version Change services point of contact What Client Journeys Feel Like Today Client View Poor handoff Long support resolution Frustrated users Limited adoption Repeating themselves Questioning roadmap and future fit Missed milestone Onboard Adopt Renew Expand Win the deal Client View Land
  • 14. Vendor View Ask for reference Ask for upsell Ask for early renewal Ask to speak at conference Migrate to new version Change services point of contact Renew Celebrate What Client Journeys Feel Like Today Client View Poor handoff Long support resolution Frustrated users Limited adoption Evaluating alternatives Repeating themselves Questioning roadmap and future fit Missed milestone Renew Onboard Adopt Renew Expand Win the deal Client View Land
  • 16. SILOS DESTROY CUSTOMER SUCCESS MARKETING SALES SERVICES SUPPORT PRODUCT FINANCE Marketing Automation Sales Automation Professional Services Automation Customer Service and Ticketing Issue Tracking & Release Management Billing/Financial Management Execute Projects Close Tickets Ship Updates Bill and Invoice Drive Leads Close Opportunities
  • 17. SILOS DESTROY CUSTOMER SUCCESS MARKETING SALES SERVICES SUPPORT PRODUCT FINANCE Marketing Automation Sales Automation Professional Services Automation Customer Service and Ticketing Issue Tracking & Release Management Billing/Financial Management Execute Projects Close Tickets Ship Updates Bill and Invoice Drive Leads Close Opportunities PEOPLE PROCESS TECHNOLOGY
  • 18.
  • 20. CUSTOMER CLOUD Keep and Grow Your Customers For Life
  • 21. © Copyright 2019, Gainsight, Inc., All rights reserved. CONFIDENTIAL. MATURITY MODEL OUTCOMES TRANSFORMATION Proactively deliver customer outcomes at scale Rally your entire company around the mission of customer success INSIGHTS & ACTIONS Turn data into meaningful actions across your team Manage escalations on case-by-case basis REACTIVE
  • 22. © Copyright 2019, Gainsight, Inc., All rights reserved. CONFIDENTIAL. Chief Customer Officer Summit Benchmark Survey, 2018 OUTCOMES TRANSFORMATION Proactively deliver customer outcomes at scale Rally your entire company around the mission of customer success 89% 93% GROSS RETENTION INSIGHTS & ACTIONS 87% Turn data into meaningful actions across your team Manage escalations on case-by-case basis 80% REACTIVE
  • 23. © Copyright 2019, Gainsight, Inc., All rights reserved. CONFIDENTIAL. Chief Customer Officer Summit Benchmark Survey, 2018 OUTCOMES TRANSFORMATION Proactively deliver customer outcomes at scale Rally your entire company around the mission of customer success NET RETENTION INSIGHTS & ACTIONS Turn data into meaningful actions across your team Manage escalations on case-by-case basis REACTIVE 113% 125% 106% 92%
  • 24. © Copyright 2019, Gainsight, Inc., All rights reserved. CONFIDENTIAL. INSIGHTS & ACTIONS TRANSFORMATION OUTCOMES Lm 2 Lifecycle Management Cv 1 360° Customer View Ch 3 Customer Health Cx 4 Experience Management Ae 12 Advocate Engagement Su 13 Support Experience Pr 11 Product Success Se 14 Services Experience Am 5 Adoption Management Sa 8 Stakeholder Alignment Re 9 Risk Escalation Em 7 Expansion Management Sp 10 Success Planning Rm 6 Renewal Management GAINSIGHT CUSTOMER SUCCESS PLATFORM Elements of Customer Success
  • 25. CLOSED LOOP VOC ADOPTION MANAGEMENT CROSS-FUNCTIONAL ACCOUNT PLANNING SUPPORT ACTIVITY VISIBILITY SCALING CS IS THE LARGEST GAP AUTOMATING THE CUSTOMER JOURNEY
  • 27. WHY?
  • 28. WHY? “Why do you need to scale?
  • 29. “Why isn’t your current budget sufficient for helping your clients?” WHY? “Why do you need to scale?
  • 30. WHY? “Why do they need to do those things?” “Why isn’t your current budget sufficient for helping your clients?” “Why do you need to scale?
  • 31. WHY? “Why is your product hard to adopt?”
  • 32. WHY? “Why is your product hard to adopt?” “Why aren’t you solving the product gaps?”
  • 33. WHY? “Why is your product hard to adopt?” “Why aren’t you solving the product gaps?” “I thought you said your responsibility was to scale?”
  • 34. “Why is your product hard to adopt?” WHY? “Why aren’t you solving the product gaps?” “I thought you said your responsibility was to scale?” “Sounds like you and your Product leader should set up a meeting.”
  • 35.
  • 36.
  • 37. © Copyright 2019, Gainsight, Inc., All rights reserved. CONFIDENTIAL. Enabling growth across CS and Product… ● Analyze feature usage from every angle ● Translate product insight into action with in-app and email engagements ● Hear directly from your users on what they like and dislike about your product
  • 38.
  • 39.