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Building a profile for
customer health by
understanding your
customers
200	
  Employees
5	
  Offices	
  (Tokyo,	
  SF,	
  Minneapolis,	
   London,	
   India)
220	
  Enterprise	
  Customers
Leader	
  in	
  Gartner	
  MQ	
  since	
  inception	
  of	
  this	
  market	
  research
Live	
  secured	
  video	
  to	
  450K	
  concurrent	
  users
Customers	
  running	
   thousands	
  of	
  live	
  events	
  a	
  month
Millions	
  of	
  employee	
  generated	
  videos	
  shared
Gartner	
  Magic	
   Quadrant	
  for	
  Enterprise	
  Video	
   Management	
  by	
  Whit	
   Andrews	
  and	
  Adam	
  Preset	
  – November	
  30,	
  2015
Gartner	
  does	
  not	
  endorse	
  any	
  vendor,	
  product	
  or	
  service	
  depicted	
  in	
  its	
  research	
  publications,	
   and	
  does	
  not	
  advise	
  technology users	
  to	
  
select	
  only	
  those	
  vendors	
  with	
  the	
  highest	
  ratings	
   or	
  other	
  designation.	
   Gartner	
  research	
  publications	
   consist	
   of	
  the	
  opinions	
   of	
  Gartner’s	
  
research	
  organization	
   and	
  should	
   not	
  be	
  construed	
   as	
  statements	
  of	
  fact.	
  Gartner	
  disclaims	
   all	
  warranties,	
   expressed	
  or	
  implied, with	
  
respect	
  to	
  this	
  research,	
   including	
   any	
  warranties	
  of	
  merchantability	
  or	
  fitness	
  for	
  a	
  particular	
   purpose.
• Who	
  are	
  our	
  customers?
• What	
  are	
  they	
  trying	
  to	
  accomplish?
• Why	
  do	
  they	
  want	
  to	
  do	
  it?
• Why	
  now?	
  Why	
  us?
• What	
  make	
  some	
  customers	
  grow	
  
their	
  usage	
  and	
  adoption,	
  and	
  others	
  
flounder?
• Why	
  are	
  some	
  customers	
  flat	
  on	
  
upsell,	
  despite	
  growing	
  usage	
  and	
  use	
  
cases?
• Where	
  should	
  we	
  spend	
  our	
  energy?
Confusion
• Disparate	
  systems	
  and	
  
data,	
  data	
  was	
  often	
  
inaccurate
• Multiple	
  acquisitions
• 3	
  separate	
  and	
  unique	
  
product	
  lines
What did we do?
What	
  was	
  the	
  solution?
• Capturing	
  usage,	
  support	
  and	
  
NPS	
  data	
  in	
  Totango
• Gathering	
  ancillary	
  data	
  from	
  
outside	
  sources
• Combining	
  in	
  a	
  unified	
  view	
  
which	
  can	
  be	
  tweaked	
  to	
  make	
  
decisions
High	
  level	
  steps	
  in	
  the	
  process
• Implementation	
  of	
  Totango into	
  our	
  
product
• Consulting	
  spend	
  analysis
• Community	
  usage	
  analysis
• Support	
  analysis
• Product	
  usage	
  analysis
• Customer	
  analysis
What did we discover?
opinion (o·pin·ion):
a view or judgment
formed about something,
not necessarily based on
fact or knowledge.
Pain points identified
• Scoping the right solution for their problem
• Onboarding – Complicated, long, no first value
• Expectations – Do they match?
• Now what?
What makes a successful customer for
Qumu?
The	
  obvious:
• Overall	
  Usage
• %	
  of	
  license	
  consumed
• Growth	
  ($,	
  usage,	
  licenses,	
  features)
• Features	
  used
• How	
  long	
  have	
  they	
  been	
  a	
  customer
• Survey	
  participation	
  rates
• Support	
  satisfaction	
  %
• Marketing	
  participation	
  – references,	
  speaking	
  engagements,	
  
case	
  studies
• Product	
  feedback
• Community	
  involvement
• Time	
  to	
  first	
  value
The	
  not	
  as	
  obvious:
• %	
  spend	
  on	
  consulting
• Rate	
  the	
  customer	
  at	
  the	
  end	
  of	
  onboarding
• Swagger	
  score
• Does	
  customer	
  know	
  what	
  success	
  means	
  to	
  
them,	
  do	
  they	
  have	
  a	
  plan	
  for	
  adoption	
  and	
  
growth
• Onboarding	
   feedback
A sample success story
40,691
Number of Views
26,123
SustainedViews
0
Externalpresentation
697
▲ 325%
Internalpresentation
100%
Satisfaction Score
9
Tickets Created
14,568
Partial Views
697
▲ 325%
Published
• Top	
  10	
  dissatisfied	
  
customers	
  list
• 1	
  use	
  case,	
  with	
  
complex	
  requirements
• No	
  real	
  users,	
  project	
  
gated	
  by	
  internal	
  
process
• 18	
  months,	
  no	
  real	
  
content	
  (all	
  tests)
• Negative	
  NPS	
  Score
• No	
  new	
  investment	
  in	
  
18	
  months
• Sponsor	
  abandoned	
  
project
12%
85%
satisfaction
Investment	
  in
consultative	
  services
20%
98%
satisfaction
Investment	
  in
consultative	
  services
Taking it back to your organizations
• Seek	
  to	
  validate	
  opinions	
  with	
  facts
• Learn	
  from	
  your	
  trends	
  and	
  use	
  them	
  to	
  educate	
  your	
  
customers
• Seek	
  unlikely	
  correlations	
  within	
  your	
  data
• Agree	
  with	
  your	
  customer’s	
  definition	
  of	
  success	
  in	
  the	
  sales	
  
cycle
• Target	
  your	
  ideal	
  customer
Lead with Customer Success
Go Live
A video experience for you
Strategic Planning
In-depth training
Health review
Q&A

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Building a Profile of Customer Health by Understanding Your Customers

  • 1. Building a profile for customer health by understanding your customers
  • 2.
  • 3. 200  Employees 5  Offices  (Tokyo,  SF,  Minneapolis,   London,   India) 220  Enterprise  Customers Leader  in  Gartner  MQ  since  inception  of  this  market  research Live  secured  video  to  450K  concurrent  users Customers  running   thousands  of  live  events  a  month Millions  of  employee  generated  videos  shared Gartner  Magic   Quadrant  for  Enterprise  Video   Management  by  Whit   Andrews  and  Adam  Preset  – November  30,  2015 Gartner  does  not  endorse  any  vendor,  product  or  service  depicted  in  its  research  publications,   and  does  not  advise  technology users  to   select  only  those  vendors  with  the  highest  ratings   or  other  designation.   Gartner  research  publications   consist   of  the  opinions   of  Gartner’s   research  organization   and  should   not  be  construed   as  statements  of  fact.  Gartner  disclaims   all  warranties,   expressed  or  implied, with   respect  to  this  research,   including   any  warranties  of  merchantability  or  fitness  for  a  particular   purpose.
  • 4. • Who  are  our  customers? • What  are  they  trying  to  accomplish? • Why  do  they  want  to  do  it? • Why  now?  Why  us? • What  make  some  customers  grow   their  usage  and  adoption,  and  others   flounder? • Why  are  some  customers  flat  on   upsell,  despite  growing  usage  and  use   cases? • Where  should  we  spend  our  energy?
  • 5. Confusion • Disparate  systems  and   data,  data  was  often   inaccurate • Multiple  acquisitions • 3  separate  and  unique   product  lines
  • 6. What did we do? What  was  the  solution? • Capturing  usage,  support  and   NPS  data  in  Totango • Gathering  ancillary  data  from   outside  sources • Combining  in  a  unified  view   which  can  be  tweaked  to  make   decisions High  level  steps  in  the  process • Implementation  of  Totango into  our   product • Consulting  spend  analysis • Community  usage  analysis • Support  analysis • Product  usage  analysis • Customer  analysis
  • 7. What did we discover? opinion (o·pin·ion): a view or judgment formed about something, not necessarily based on fact or knowledge.
  • 8. Pain points identified • Scoping the right solution for their problem • Onboarding – Complicated, long, no first value • Expectations – Do they match? • Now what?
  • 9. What makes a successful customer for Qumu? The  obvious: • Overall  Usage • %  of  license  consumed • Growth  ($,  usage,  licenses,  features) • Features  used • How  long  have  they  been  a  customer • Survey  participation  rates • Support  satisfaction  % • Marketing  participation  – references,  speaking  engagements,   case  studies • Product  feedback • Community  involvement • Time  to  first  value The  not  as  obvious: • %  spend  on  consulting • Rate  the  customer  at  the  end  of  onboarding • Swagger  score • Does  customer  know  what  success  means  to   them,  do  they  have  a  plan  for  adoption  and   growth • Onboarding   feedback
  • 10. A sample success story 40,691 Number of Views 26,123 SustainedViews 0 Externalpresentation 697 ▲ 325% Internalpresentation 100% Satisfaction Score 9 Tickets Created 14,568 Partial Views 697 ▲ 325% Published • Top  10  dissatisfied   customers  list • 1  use  case,  with   complex  requirements • No  real  users,  project   gated  by  internal   process • 18  months,  no  real   content  (all  tests) • Negative  NPS  Score • No  new  investment  in   18  months • Sponsor  abandoned   project
  • 11.
  • 14. Taking it back to your organizations • Seek  to  validate  opinions  with  facts • Learn  from  your  trends  and  use  them  to  educate  your   customers • Seek  unlikely  correlations  within  your  data • Agree  with  your  customer’s  definition  of  success  in  the  sales   cycle • Target  your  ideal  customer
  • 15. Lead with Customer Success Go Live A video experience for you Strategic Planning In-depth training Health review
  • 16. Q&A