Customer Success
Driven By Sales
!
Kevin Ramani
kevin@close.io
What is Customer
Success?
•Usage
•Churn
•Success
Qualifying for fit
Pre-Sale
Qualifying for risks
Pre-Sale
Setting the right expectations
Pre-Sale
Selling the on-boarding
experience
Pre-Sale
Push for contract or
prepaid
Pre / Post Sale
Up-sell / Referrals
Post Sale
Turning problems into
opportunities
Post Sale
Address Root Cause
Post Churn
Selling the value of extra
attention
Post Churn
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Customer Success Driven by Sales

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Customer Success Driven by Sales

  1. 1. Customer Success Driven By Sales ! Kevin Ramani kevin@close.io
  2. 2. What is Customer Success? •Usage •Churn •Success
  3. 3. Qualifying for fit Pre-Sale
  4. 4. Qualifying for risks Pre-Sale
  5. 5. Setting the right expectations Pre-Sale
  6. 6. Selling the on-boarding experience Pre-Sale
  7. 7. Push for contract or prepaid Pre / Post Sale
  8. 8. Up-sell / Referrals Post Sale
  9. 9. Turning problems into opportunities Post Sale
  10. 10. Address Root Cause Post Churn
  11. 11. Selling the value of extra attention Post Churn

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