Although originally conceived as a cost center, Customer Success has become a source of revenue for those who know how to make it profitable. How can you turn your Customer Success Management programs in profit centers? What steps should you take to drive profits, and lead your customer to recognize the value of your service?
In this webinar, we’ve partnered with Tri Tuns to discuss:
- CSM as a Profit Center vs. CSM as a Cost Center
- Driving Profits Through Customer Success
- Providing Value Your Customers Will Pay For
Jason Whitehead, Tri Tuns Founder and CEO, and Rick Matney, Senior Consultant at Tri Tuns, tell you how you can drive profit from your Customer Success Management program.
10 Best Practices to Add Automation to Your Customer Success ProcessAmity
Automation can simplify your Customer Success operations. When adding automation your Customer Success process, taking the right steps can help you save time and money. When done wrong, CS automation can cause frustration for both your team and to your customers.
Managing a Fast Growing Customer Success Team Amity
The abilities of your team expand as your SaaS business grows, but managing a fast-growing team has many challenges. More people means more processes to implement, more metrics to monitor, and more efforts to coordinate. There are many things you can start doing right now to deal with these challenges, set up for long-term success, and ensure your team is well managed every step of the way.
Effective Customer Success is an essential activity for every growing SaaS Business. The challenges of proactive Customer Success grow as the team scales. What are the best strategies for scaling Customer Success?
10 Best Practices for Calculating Your Customer Health ScoresAmity
How do you know if a customer is healthy? Well... by referring to their Customer Health Score, of course.
When you're considering whether to establish a Customer Health Score, typically your end goal is to develop an Early Warning System to help your team focus on proactive Customer Success.
Having an effective health score will help you:
-Become proactive and data-driven
-Manage your entire customer base
-Have executive visibility on overall progress
In this webinar, we will discuss the 10 best practices you need to consider when calculating your Customer Health Scores.
How to measure your success as a Customer Success ManagerAmity
As CSMs, we can usually rattle off a number of metrics and statistics that we use to measure our customer's health and success -- but it gets a little less standardized when others ask us how we measure our own success. Renewals and churn are both important metrics to keep an eye on, but they're not the only ones.
In this webinar, we’ve partnered with Sparkcentral to discuss:
- The benefits of a top-down approach when re-evaluating CS team goals
- The importance of CSAT metrics
- Which KPIs to measure if Account Management and CS roles are combined
- Which questions to ask yourself when exploring and assessing your team’s current KPIs and goals
Join Krysta Gahagen and Julia Burnett, two Customer Success Managers from Sparkcentral, for the rundown of which KPIs are truly key for CSMs, and why.
Ever wondered why clients churn rates are high, renwal rates are dropping and you can't upsell anymore!
With the more and more challenges business is facing today customer service and account management are becoming outdated because of their passive approach when the problem come knocking to our door we step up to solve the problem;
And here's when Customer Success Management is born being proactive to solve clients issues before it happen is critical to success in today's business world by studying your clients and their industry, business goals and objectives then figure out how you can maximize on those intelligence to make them more successful that's how you're going to play it the right way.
Through this manual a quick glimpse on the importance of successful planning for a customer success program for SaaS companies specially the food industry and a different playbooks for clients life cycle and their health scores plus an action plan on how to fix the issue on every case.
Start Applying today Customer Success And Partner Your Way To Success With Your Clients To Start Making non Seen Before Revenues And Higher Retention Rates.
What Does It Really Mean To Build A Customer Culture?Totango
Whether you call it customer centricity, customer obsession, or customer focused, putting the customer at the center of your company is the right business approach. In order to be customer centric, however, your organization must operate within a strong, pervasive customer culture that supports the business approach.
But what exactly is a customer culture and how do you build it? Review our webinar slides presented by two industry thought leaders, Claire Burge, CEO of This Is Productivity, and Omer Gotlieb, Co-founder of Totango, to learn:
- The specific cultural changes required to truly embrace customer-centricity
- The processes and systems required for customer-centric culture
- The mind-shifts individual team players need to make toward customer-centricity
For recurring revenue businesses, your business success is directly tied to your customer's success. Make sure you catch the on-demand webinar to build the right customer culture for your company.
Hiring: Structuring and Recruiting A Customer Success Team to ScaleGainsight
Speakers:
Tomasz Tunguz, Partner at Redpoint Ventures
Mike McKee, SVP, Services and Customer Success at Rapid 7
Boaz Maor, Head of Global Customer Success at Intel Mashery
Presented at Pulse Conference 2015.
10 Best Practices to Add Automation to Your Customer Success ProcessAmity
Automation can simplify your Customer Success operations. When adding automation your Customer Success process, taking the right steps can help you save time and money. When done wrong, CS automation can cause frustration for both your team and to your customers.
Managing a Fast Growing Customer Success Team Amity
The abilities of your team expand as your SaaS business grows, but managing a fast-growing team has many challenges. More people means more processes to implement, more metrics to monitor, and more efforts to coordinate. There are many things you can start doing right now to deal with these challenges, set up for long-term success, and ensure your team is well managed every step of the way.
Effective Customer Success is an essential activity for every growing SaaS Business. The challenges of proactive Customer Success grow as the team scales. What are the best strategies for scaling Customer Success?
10 Best Practices for Calculating Your Customer Health ScoresAmity
How do you know if a customer is healthy? Well... by referring to their Customer Health Score, of course.
When you're considering whether to establish a Customer Health Score, typically your end goal is to develop an Early Warning System to help your team focus on proactive Customer Success.
Having an effective health score will help you:
-Become proactive and data-driven
-Manage your entire customer base
-Have executive visibility on overall progress
In this webinar, we will discuss the 10 best practices you need to consider when calculating your Customer Health Scores.
How to measure your success as a Customer Success ManagerAmity
As CSMs, we can usually rattle off a number of metrics and statistics that we use to measure our customer's health and success -- but it gets a little less standardized when others ask us how we measure our own success. Renewals and churn are both important metrics to keep an eye on, but they're not the only ones.
In this webinar, we’ve partnered with Sparkcentral to discuss:
- The benefits of a top-down approach when re-evaluating CS team goals
- The importance of CSAT metrics
- Which KPIs to measure if Account Management and CS roles are combined
- Which questions to ask yourself when exploring and assessing your team’s current KPIs and goals
Join Krysta Gahagen and Julia Burnett, two Customer Success Managers from Sparkcentral, for the rundown of which KPIs are truly key for CSMs, and why.
Ever wondered why clients churn rates are high, renwal rates are dropping and you can't upsell anymore!
With the more and more challenges business is facing today customer service and account management are becoming outdated because of their passive approach when the problem come knocking to our door we step up to solve the problem;
And here's when Customer Success Management is born being proactive to solve clients issues before it happen is critical to success in today's business world by studying your clients and their industry, business goals and objectives then figure out how you can maximize on those intelligence to make them more successful that's how you're going to play it the right way.
Through this manual a quick glimpse on the importance of successful planning for a customer success program for SaaS companies specially the food industry and a different playbooks for clients life cycle and their health scores plus an action plan on how to fix the issue on every case.
Start Applying today Customer Success And Partner Your Way To Success With Your Clients To Start Making non Seen Before Revenues And Higher Retention Rates.
What Does It Really Mean To Build A Customer Culture?Totango
Whether you call it customer centricity, customer obsession, or customer focused, putting the customer at the center of your company is the right business approach. In order to be customer centric, however, your organization must operate within a strong, pervasive customer culture that supports the business approach.
But what exactly is a customer culture and how do you build it? Review our webinar slides presented by two industry thought leaders, Claire Burge, CEO of This Is Productivity, and Omer Gotlieb, Co-founder of Totango, to learn:
- The specific cultural changes required to truly embrace customer-centricity
- The processes and systems required for customer-centric culture
- The mind-shifts individual team players need to make toward customer-centricity
For recurring revenue businesses, your business success is directly tied to your customer's success. Make sure you catch the on-demand webinar to build the right customer culture for your company.
Hiring: Structuring and Recruiting A Customer Success Team to ScaleGainsight
Speakers:
Tomasz Tunguz, Partner at Redpoint Ventures
Mike McKee, SVP, Services and Customer Success at Rapid 7
Boaz Maor, Head of Global Customer Success at Intel Mashery
Presented at Pulse Conference 2015.
Now that you’ve developed your strategy to optimize customer usage, loyalty and renewal, use this Customer Success Action Plan template to outline the activities you and your team will implement in order to reach your goals.
This template will help you codify your customer success strategy. You can read the blog post and download the template here: http://blog.preact.com/customer-success-strategy-template
From customer success metrics to the customer journey, and from the customers' critical path to your customer success team, this template enables you to present your vision to your executive team.
How to Drive Top-Line Growth with Customer Success Management MetricsGainsight
This presentation is all about growing your top-line revenue by leveraging Customer Success Management metrics.
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
Accelerating The Impact of Customer SuccessGuy Nirpaz
Customer Success is big, it's huge! Once you've rightfully embarked on a customer success initiative for your business you are now faced with the following impact questions:
How to drive ROI from your customer success investment? How to translate the concept of customer success into practice? How to get results in a matter of weeks and not months or years? Spark! is the fastest way to get to results. Introducing goals oriented and modular customer success product. Every customer success module, known as SuccessBLOC is a unit of value that allows you to build your customer success strategy that fits for the needs of your customers and your business. Check it out at www.totango.com
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - Customer Success for Ad Tech - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from PubMatic, RocketFuel, Lotame, LiveRamp.
Use this eBook to help your customer success team better harness the power of customer engagement marketing to increase your renewal rate. In the presentation we define customer engagement marketing and lay out the steps you should take to implement an effective strategy.
Empowering Customer Success through Product FeedbackGainsight
What's the single biggest factor in whether or not a customer churns? Don't overthink it — it's whether or not the product is meeting their needs. But what's the biggest factor in whether or not your product is meeting your customers' needs? It's Customer Success. That means the relationship between Product and Customer Success is crucial for any recurring revenue business.
This webinar will feature Rahul Jain, Founder and VP of Customer Success at Pendo, and Guarav Kotak, Senior Director of Product at Gainsight. Together, they'll explore how to create a positive feedback loop between Customer Success and Product to improve both teams' metrics.
How to Build an Early Warning System for Customer SuccessAmity
In the battle against churn, not early always means late. The thing is, there’s only so much a Customer Success Manager can manually do to proactively prevent a customer from approaching dangerous territory. Adopting a standardized early warning system is an essential step in implementing customer health to identify risk and opportunity at scale.
Empowering Customer Success Managers as Adoption CoachesAmity
One of the most critical functions that Customer Success Managers perform is proactively driving user adoption within your customers' organizations. But how do you do this rapidly, effectively and at scale?
The answer is to develop and empower your CSMs to be Adoption Coaches. Adoption Coaches don't tell their customers how to run their business, but they guide and help them through adoption to achieve and maintain the full value of your system over the years.
Customer Success is Your Success: 5 Ways to Boost RetentionTotango
The SaaS model has turned business on its head. Revenue from existing customers, through renewals and upsells, is the key to growth. Watch this webinar to learn 5 strategies that companies like Optimizely, Zendesk and Autodesk use to increase retention and revenue with customer success software.
For more examples, insights & tips, watch the on-demand recording of the event: http://www.totango.com/resources/5-strategies-to-boost-retention/?utm_medium=social_media
The Customer Success Maturity Model | ClientSuccessClientSuccess
Join customer success leader, Dave Blake, CEO/Founder of ClientSuccess as he discusses a customer success maturity model that will help you build, scale, and optimize a high-impact team and culture of customer success. The webinar will help you determine your current customer success maturity and guide you through the next steps and best practices to strengthen your approach to customer success.
We held this webinar on Thursday, June 22, 2017 at 11:00 a.m. MST. The webinar is called “The Customer Success Maturity Model”. You can request the recorded version by entering the following link into your browser:
https://www.clientsuccess.com/recorded-customer-success-maturity-model/?utm_medium=Organic&utm_source=Slideshare&utm_campaign=Slideshare&utm_content=Customer-Success-Maturity-Model-Webinar-Slideshare
How To Demonstrate The Value Your Customer Is ReceivingAmity
How do your customers realize your value? They don’t... unless you tell them.
Whether it’s a formal Quarterly Business Review or a quick weekly update email, the art of demonstrating your value is an important part of the Customer Success process.
In this webinar you will learn:
- What types of data customers want to know
- The frequency of updates
- The types of updates
When they are done well, Data-driven Value Updates are addictive. They keep people coming back.
The Customer Success Playbooks You Need to Drive AdoptionAmity
Driving adoption is critical for ensuring that customers get maximum value out of their technology investment. It is also increasingly important for technology providers as they continue to embrace recurring revenue business models.
Customer Success teams equipped with well-defined playbooks are uniquely positioned to deliver on this charter. In this webinar, Neil Jain and Aman Singh of Waterstone Management Group will share key insights and best practices around how to successfully drive adoption through Customer Success playbooks.
To optimize your company’s success, you want to find ways to make the lives of your customers as frictionless as possible and anticipate their problems before they know they have them. To help achieve this, you need to create customer success playbooks.
Customer success playbooks help maximize your ability to ensure your customers are happy. They are a framework that includes the set of steps a customer success manager should take to achieve a desired goal and what segment of customers they should focus their proactive efforts on.
Is your customer success team delivering real value ?Gainsight
If you’re a Customer Success leader, your biggest fear is that despite your efforts, you aren’t delivering real value to your customers. How can you be sure?
In this webinar Allison will discuss:
How to align your Customer Success team with key accounts
The benefits of Success Plans to create workflows for every scenario. A strategic process to achieve predictable value delivery
Ensure you’re delivering the value your customers expect.
How to Build an End-to-End Process for Defining and Delivering on OutcomesGainsight
When Customer Success has a limited scope at a company, it likewise limits the scope of the outcomes that company can consistently deliver. If the Customer Success begins after onboarding and ends before renewal, what sort of effect can your CSM efforts have on customer outcomes? It's absolutely critical that your success planning strategy encompass the whole lifecycle—end-to-end. And that's just for starters. In this session, you'll learn best-practices methods for understanding customer goals, defining them in concrete terms, and building a scalable strategy to deliver on them.
It’s true, the CSM Journey begins with User Adoption. Without strong adoption; retention and renewal become problematic.
Up until now, User Adoption has meant many different things to many different people. Today, Cloud and SaaS companies have redefined what User Adoption is and how it’s attained.
In this webinar, we've partnered with Tri Tuns Consulting to discuss:
- The UA/CSM Journey
- Who owns User Adoption?
- User Adoption: Defining Success
- User Adoption Planning
- Delivering the Goal
Webinar 2009 Service and Support Metrics Survey Results: A Look Behind the Sc...Parature, from Microsoft
As a service and support professional, you hear a lot about best practices in the support center. But what is really happening behind the scenes in today's service center? To find out, Parature and SupportIndustry.com conducted the 2009 Service & Support Metrics Survey. Respondents shared valuable data on metrics directly related to running their support operations, as well as providing humorous insights about some of their most challenging customer interactions.
In this webinar, narrated with industry insight and analysis, Pete McGarahan of McGarahan and Associates, and Gary McNeil, VP of Marketing for Parature will deliver the results of the survey with practical advice and a recommended course of action for all support centers. Attendees will be able to benchmark their own organization's performance against what others are doing today. All participants will also receive a full copy of the survey results.
Now that you’ve developed your strategy to optimize customer usage, loyalty and renewal, use this Customer Success Action Plan template to outline the activities you and your team will implement in order to reach your goals.
This template will help you codify your customer success strategy. You can read the blog post and download the template here: http://blog.preact.com/customer-success-strategy-template
From customer success metrics to the customer journey, and from the customers' critical path to your customer success team, this template enables you to present your vision to your executive team.
How to Drive Top-Line Growth with Customer Success Management MetricsGainsight
This presentation is all about growing your top-line revenue by leveraging Customer Success Management metrics.
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
Accelerating The Impact of Customer SuccessGuy Nirpaz
Customer Success is big, it's huge! Once you've rightfully embarked on a customer success initiative for your business you are now faced with the following impact questions:
How to drive ROI from your customer success investment? How to translate the concept of customer success into practice? How to get results in a matter of weeks and not months or years? Spark! is the fastest way to get to results. Introducing goals oriented and modular customer success product. Every customer success module, known as SuccessBLOC is a unit of value that allows you to build your customer success strategy that fits for the needs of your customers and your business. Check it out at www.totango.com
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - Customer Success for Ad Tech - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from PubMatic, RocketFuel, Lotame, LiveRamp.
Use this eBook to help your customer success team better harness the power of customer engagement marketing to increase your renewal rate. In the presentation we define customer engagement marketing and lay out the steps you should take to implement an effective strategy.
Empowering Customer Success through Product FeedbackGainsight
What's the single biggest factor in whether or not a customer churns? Don't overthink it — it's whether or not the product is meeting their needs. But what's the biggest factor in whether or not your product is meeting your customers' needs? It's Customer Success. That means the relationship between Product and Customer Success is crucial for any recurring revenue business.
This webinar will feature Rahul Jain, Founder and VP of Customer Success at Pendo, and Guarav Kotak, Senior Director of Product at Gainsight. Together, they'll explore how to create a positive feedback loop between Customer Success and Product to improve both teams' metrics.
How to Build an Early Warning System for Customer SuccessAmity
In the battle against churn, not early always means late. The thing is, there’s only so much a Customer Success Manager can manually do to proactively prevent a customer from approaching dangerous territory. Adopting a standardized early warning system is an essential step in implementing customer health to identify risk and opportunity at scale.
Empowering Customer Success Managers as Adoption CoachesAmity
One of the most critical functions that Customer Success Managers perform is proactively driving user adoption within your customers' organizations. But how do you do this rapidly, effectively and at scale?
The answer is to develop and empower your CSMs to be Adoption Coaches. Adoption Coaches don't tell their customers how to run their business, but they guide and help them through adoption to achieve and maintain the full value of your system over the years.
Customer Success is Your Success: 5 Ways to Boost RetentionTotango
The SaaS model has turned business on its head. Revenue from existing customers, through renewals and upsells, is the key to growth. Watch this webinar to learn 5 strategies that companies like Optimizely, Zendesk and Autodesk use to increase retention and revenue with customer success software.
For more examples, insights & tips, watch the on-demand recording of the event: http://www.totango.com/resources/5-strategies-to-boost-retention/?utm_medium=social_media
The Customer Success Maturity Model | ClientSuccessClientSuccess
Join customer success leader, Dave Blake, CEO/Founder of ClientSuccess as he discusses a customer success maturity model that will help you build, scale, and optimize a high-impact team and culture of customer success. The webinar will help you determine your current customer success maturity and guide you through the next steps and best practices to strengthen your approach to customer success.
We held this webinar on Thursday, June 22, 2017 at 11:00 a.m. MST. The webinar is called “The Customer Success Maturity Model”. You can request the recorded version by entering the following link into your browser:
https://www.clientsuccess.com/recorded-customer-success-maturity-model/?utm_medium=Organic&utm_source=Slideshare&utm_campaign=Slideshare&utm_content=Customer-Success-Maturity-Model-Webinar-Slideshare
How To Demonstrate The Value Your Customer Is ReceivingAmity
How do your customers realize your value? They don’t... unless you tell them.
Whether it’s a formal Quarterly Business Review or a quick weekly update email, the art of demonstrating your value is an important part of the Customer Success process.
In this webinar you will learn:
- What types of data customers want to know
- The frequency of updates
- The types of updates
When they are done well, Data-driven Value Updates are addictive. They keep people coming back.
The Customer Success Playbooks You Need to Drive AdoptionAmity
Driving adoption is critical for ensuring that customers get maximum value out of their technology investment. It is also increasingly important for technology providers as they continue to embrace recurring revenue business models.
Customer Success teams equipped with well-defined playbooks are uniquely positioned to deliver on this charter. In this webinar, Neil Jain and Aman Singh of Waterstone Management Group will share key insights and best practices around how to successfully drive adoption through Customer Success playbooks.
To optimize your company’s success, you want to find ways to make the lives of your customers as frictionless as possible and anticipate their problems before they know they have them. To help achieve this, you need to create customer success playbooks.
Customer success playbooks help maximize your ability to ensure your customers are happy. They are a framework that includes the set of steps a customer success manager should take to achieve a desired goal and what segment of customers they should focus their proactive efforts on.
Is your customer success team delivering real value ?Gainsight
If you’re a Customer Success leader, your biggest fear is that despite your efforts, you aren’t delivering real value to your customers. How can you be sure?
In this webinar Allison will discuss:
How to align your Customer Success team with key accounts
The benefits of Success Plans to create workflows for every scenario. A strategic process to achieve predictable value delivery
Ensure you’re delivering the value your customers expect.
How to Build an End-to-End Process for Defining and Delivering on OutcomesGainsight
When Customer Success has a limited scope at a company, it likewise limits the scope of the outcomes that company can consistently deliver. If the Customer Success begins after onboarding and ends before renewal, what sort of effect can your CSM efforts have on customer outcomes? It's absolutely critical that your success planning strategy encompass the whole lifecycle—end-to-end. And that's just for starters. In this session, you'll learn best-practices methods for understanding customer goals, defining them in concrete terms, and building a scalable strategy to deliver on them.
It’s true, the CSM Journey begins with User Adoption. Without strong adoption; retention and renewal become problematic.
Up until now, User Adoption has meant many different things to many different people. Today, Cloud and SaaS companies have redefined what User Adoption is and how it’s attained.
In this webinar, we've partnered with Tri Tuns Consulting to discuss:
- The UA/CSM Journey
- Who owns User Adoption?
- User Adoption: Defining Success
- User Adoption Planning
- Delivering the Goal
Webinar 2009 Service and Support Metrics Survey Results: A Look Behind the Sc...Parature, from Microsoft
As a service and support professional, you hear a lot about best practices in the support center. But what is really happening behind the scenes in today's service center? To find out, Parature and SupportIndustry.com conducted the 2009 Service & Support Metrics Survey. Respondents shared valuable data on metrics directly related to running their support operations, as well as providing humorous insights about some of their most challenging customer interactions.
In this webinar, narrated with industry insight and analysis, Pete McGarahan of McGarahan and Associates, and Gary McNeil, VP of Marketing for Parature will deliver the results of the survey with practical advice and a recommended course of action for all support centers. Attendees will be able to benchmark their own organization's performance against what others are doing today. All participants will also receive a full copy of the survey results.
"What's in Your Marketing Cloud? How to Maximize Technology Investments" - In...Tealium
See how InsideView and Legal Zoom are using Tealium as the foundation of their digital marketing operations to drive superior results, including faster campaign time to market, and real-time engagement.
Driving Results through Advertising for an ABM StrategyDemandbase
Featuring Sarah Nels
Sr. Manager, Campaign Strategy, Demandbase
Advertising is a critical element of your Account-Based Marketing strategy as a way to deliver targeted communication to specific companies. Strategic campaigns can focus on net-new prospects, competitive conquesting, customer rentention and upsell, driving deeper engagement from your key accounts and more. If you’re ready to leverage digital advertising as part of your ABM strategy, join this workshop to learn how to:
Create specific digital advertising strategies that support your Marketing Department’s needs
Leverage target account list segments to drive results across the funnel
Measure the impact of putting the right message in front of the right company at the right time
Customer success has revolutionized businesses in every industry, but what does customer success look like for the Ad-Tech industry? Join Ganesh Subramanian (Client Strategy, Gainsight) and Greg McLaughlin (Sr. Director of Business Operaitons , Appnexus) for this 60 minute webinar discussing:
The Future of CRM: Aligning Sales and Support Around the Customer JourneyTeckstco
CRM/Analytics thought leader Ryan McGuire looks at the future of CRM as one where the customer journey is aligned from sales to support, and how your organization can take steps toward making this transformation. Enterprise two-way messaging platform provider Teckst discusses enterprise use cases and learnings from past implementations.
In this prescriptive breakout session learn what successful Solution Providers are doing to build their Cloud/Mobility business. This workshop is designed for Solution Provider new to cloud/mobility marketplace or have not yet seen success. Success in the new marketplace starts with a Practice Statement, entails new ideas on building marketing savvy and better sales execution. We will cover a variety of tools, tips and techniques partners are using to drive Cloud /Mobility success.
Topics:
• Why you need to create a Practice Statement
• Aligning your marketing message to fit your Cloud strategy
• Building your Cloud marketing program that is unique and is active
• Creating a sales mentality and compensation program that works
• Developing a Business Guidance sales mentality
http://www.ingrammicrocloud.com
Secrets to Successful Automated Email Journeys, Series & Sequenced Campaigns ...Synchronicity Marketing
Savvy email marketers are increasingly automating multi-touch email campaigns intentionally sequenced to align with customer journeys and optimize conversion. While most realize an email series will outperform a single-message, figuring out how to map multi-message sequences and branching logic can be easier said than done. I'll present approaches for different types of email series (nurturing, product progression, education, events) and hacks to optimize message flow, offer progression, and content sequencing. If you've been struggling with how to conceptualize and implement advanced multi-touch email campaigns, don't miss this session.
A panel of 8 best-of-breed MarTech leaders share their thoughts on how B2B marketing operations professionals can best navigate the complex MarTech landscape.
Account Planning in Salesforce: Trending in 2015 Altify
In every large customer account there is hidden white space where you can sell your existing products to new divisions and sell more solutions to the same business units, for complete penetration across the account.
In this webinar we reveal the secrets we have learned since early 2013 when we launched the Amazon #1 Bestseller Account Planning in Salesforce.
Since then we have seen thousands of account managers grow their business with their major customers, while also increasing the value that they deliver.
We have seen account and territory plans fully completed in just 6 hours, a large enterprise company add $400 million to their pipeline in just weeks, and an increase in win rate of 300%.
We will revisit the fundamentals of this surefire revenue growth strategy and share the insights we have gleaned since we first launched Account Planning in Salesforce.
How to build an early warning system for customer success sept192018 [aut...Amity
In the battle against churn, not early always means late. The thing is, there’s only so much a Customer Success Manager can manually do to proactively prevent a customer from approaching dangerous territory.
Adopting a standardized early warning system is an essential step in implementing customer health to identify risk and opportunity at scale.
Curious about how to build such a system? Join us on September 19th at 1:00 PM (ET) to learn how to:
• Manage your entire customer base with a consistent health scoring system and ongoing health check-ins
• Oversee high-touch and low-touch portfolios with an automated monitoring system
• Drive consistency and gain visibility into the performance of your Customer Success team at scale
• Become more proactive with a data-driven approach to retention and expansion
Why Customer Success Teams Lose Sight of OutcomesAmity
We all want one thing for our Customer Success operations: to positively impact the bottom line.
Customer Success is still a young discipline, and it is easy to lose sight of our mission: delivering customer outcomes. When we focus on our bottom line we can put too much emphasis on internal processes. We fail to see the whole picture, and the customer on the other end of the relationship.
In their effort to become more outcome-focused, Customer Success operations face a number of predictable headwinds. Understanding the impact of these headwinds helps us create strategies to manage them, and start reliably delivering customer outcomes.
A smooth and effortless onboarding process is critical to customer success.
Yet, onboarding is multi-faceted. The first touches on the customer journey can be a mix of product, people, and processes, adding to the complexity of the task.
For that reason, it can be difficult to know what to prioritize, how to improve, and even where to start.
While NPS and CSAT are essential to a solid Voice of the Customer Program, Customer Effort Score (CES) has proven to be the best CX metric to measure onboarding success.
When customer success efforts pay off, they leave you with an interesting problem: more customers to manage, and the need to grow your team accordingly.
A hurdle that customer success teams face is that of scaling from a budget and business-model standpoint, while still providing a consistent customer experience.
Adding headcount linearly doesn’t work, and there’s no secret CSM-to-customer ratio. To make sure you’re neither understaffed nor inefficient, there are, however, some strategies you can follow.
9 Ways to Supercharge Customer Success ProductivityAmity
Do you ever feel stuck in a loop? So many great ideas, but so little bandwidth to actually get things done. As customer success gets out of its infancy stage, some teams are figuring out how to boost their productivity and achieve their full potential.
Monday.com is an example of that. With 26,000 accounts and 18 customer success managers, they’ve taken project management best practices and applied them to their day-to-day.
With these techniques, the team is able to measure the exact working capacity of both Success and Support, and the structure they’ve created drives a “get things done” culture amongst its members.
In this webinar, Tom Ronen, Head of Customer Success at monday.com shares the 9 steps to boosting CSM productivity. The webinar will cover how to:
• Map out the organization’s responsibilities
• Identify leading and lagging KPIs to track progress on these responsibilities
• Build a high-level roadmap
• Break projects into pieces, prioritize, and assign owners
• Create a weekly task board
• Reflect back on progress to assess capacity and performance
Shatter the Customer Success Performance PlateauAmity
We know what customer success is supposed to do: predictably drive revenue growth. Seems clear enough, but what’s less clear it how to actually make that happen.
If you’re doing everything you can but it still feels like your results are stagnating - you’ve hit the performance plateau.
Breaking the circle of limited customer success performance will send your KPIs skyrocketing and your customer success team changed forever. If you're looking to become a game changer and crush your goals, there are a few changes you should make to your workflow, you just need to know what, and how.
To decide if your customer success efforts are effective, you can check your churn rate. Yet, a lagging indicator like your churn rate has one major caveat: it gives you the information you need, after the fact.
This is exactly why customer success professionals use customer health scores to lead their efforts.
A health score is a single actionable metric which you calculate by assembling multiple data points. It tells you who to pay attention to, and when.
How to Engage Your Customer's Top Level ExecutivesAmity
CSMs are proficient at talking to customer champions and their teams, but in order to secure renewals, expansions, and opportunities, there's another person you need to talk to: the one who signs the checks.
Learning how to engage top executives means more effective QBRs but also a better chance at preventing churn.
It's your responsibility as a CSM to get the executives engaged in the first place. Once you have your champion's boss at the table, you need to navigate high-level business strategy conversations without wasting anyone's time.
We keep coming up with fancy ways to describe the purpose of Customer Success, but in the end, we’re here for one thing: ensuring customers are so successful that they renew, term after term.
It’s not unusual to create and follow playbooks throughout adoption phases, but we often skip an important one: the renewal playbook. If you’re going into renewals in the dark and “hoping for the best”, you’re missing a critical step.
Introducing predictability into the renewal process always correlates with lower churn rates, and who doesn’t want that? Design and use a proactive game plan to manage the 90, 60, or 30 days prior to renewal and secure more wins.
How to Measure and Influence Product Adoption to Achieve Customer SuccessAmity
For most CSMs, adoption is the lifecycle stage that comes between onboarding and renewal, but it’s also a process, an action, a metric.
Adoption is a critical step to Customer Success, but there’s a lot of uncertainty around what it means exactly, and how to make sense of it.
In this webinar, we discussed:
• The key metrics to evaluate customer adoption
• How to monitor adoption
• Proactive measures CSMs can implement to influence adoption
• Reactive action points to course correct a rocky adoption
• The connection between adoption and Customer Success
How to Build Your Customer Onboarding PlaybookAmity
Onboarding is a key Customer Success responsibility that can make or break your relationship. During onboarding, a CSM has the opportunity to trigger behavior change, set realistic goals, and define success plans. This opportunity comes with a responsibility - that of ensuring the customer gets value as quickly as possible.
In order to improve that time to first value, you need to create and perfect your onboarding playbook to closely define the tools and actions you’ll need for success.
With a set of documented standard steps, you'll be able to streamline and unify your onboarding process into a proactive game plan.
QBR Playbooks That Drive Customer Accountability Amity
Responsible customers take initiatives to get more out of your solution. Such customers take control of their experience, and they are eager to grow with you. Sounds wonderful, doesn't it? If you're not there yet, don't panic. It takes some conscious efforts to nurture highly responsible customers. In this webinar you will learn:
• What the blueprint for a flawless Customer Business Review (aka QBR) looks like
• How do the best CSMs leverage QBRs to create responsible customers
• What is a maturity model, and how to develop your own and introduce it in QBRs
The Art and Science of Effective Customer OnboardingAmity
Customer onboarding is both an art and a science. To succeed, you need to find the right balance between a creative content strategy and a data-driven approach. Rely too much on the right side of your brain, and you may be in danger of providing customers with safe, but stale messaging. Lean too far left, and how will you ever know the true impact of your program?
In this webinar, we partnered with Skilljar to discuss:
• Efficient processes for content creation and revision
• Building and evaluating an onboarding program
• Tips and tricks to engage your audience
• Goals and benchmarks for onboarding success
A Framework to Visualize Customer Success Performance DataAmity
Measuring Customer Success performance is a challenge. Customer Success teams have a wide range of goals, and creating a balanced scorecard is not always easy.
In this webinar, Joel Carron, Customer Success Analyst at Mode, shares a framework you can adopt to analyze and visualize Customer Success performance. Using interactive 3D charting, we discuss how to measure your performance as a CSM - and that of your team - focusing on Retention Rate, Expansion MRR %, and NPS.
See the recording here: http://customer-success.getamity.com/customer-success-resources
How to Reduce Churn with Better Product AdoptionAmity
In the age where product-led businesses are beating their competition, product adoption reigns king. The more your users and customers get out of your product, the less likely they are to churn.
Ty Magnin from Appcues tells you exactly how Customer Success Managers can reduce churn with:
• Stronger customer onboarding
• Strategic lifecycle nudges
• Feature discovery
Personalizing a One-To-Many Customer Success ApproachAmity
Not every business model can support a high-touch or even low-touch customer success approach. Some businesses need to choose a tech-touch or automated success model because they have a low price point or a tech-focused customer base. Other companies have a segment of customers that fits best with a one-to-many approach.
How do you make the transition to an automated Customer Success approach? In this webinar, we cover:
• How to design the program
• Automated touch-points
• Balancing automation and personalization
• The importance of testing
• Technology ideas and option
Image credit: Jack Smith (https://www.eyeem.com/p/98846914)
The 4 + 1 Keys to Successful Software AdoptionAmity
Faster adoption is the most direct path to renewing and expanding your customers. Today’s Customer Success teams all want to see rapid adoption and help their customers realize the business value they're paying for.
Customer Success begins with Software Adoption, and successful Software Adoption begins with a well-designed adoption plan. Machines don’t adopt software, people do.
Building Skills in Customer Success LeadershipAmity
Are you a new customer success leader, or a CSM who aspires to move into a management role? Are you an experienced executive who moved into customer success from another discipline like sales or product? This webinar focuses on how to tailor these core management areas to customer success, and how to pick up skills in these areas if you don’t have leadership experience.
10 Lessons for Your Startup Customer Success Game PlanAmity
The startup days are the most exciting, yet most chaotic ones. You need to establish brand recognition, build a loyal customer base of early adopters, all the while reaching product-market fit on tight resources and with a small, time-starved team.
At the startup stage, winning customers is a priority, sometimes at the expense of retention efforts. When teams are doing a bit of everything (and anything) it can be difficult to define proactive churn mitigation strategies.
How to Prompt Meaningful Engagements with Customer BenchmarkingAmity
Meaningfully engaging with customers is critical for SaaS Customer Success Managers to move their accounts forward. Yet, it can be challenging to prompt the conversations and actions required to achieve the adoption, retention, and expansion rates your business needs.
Leading SaaS companies are using customer benchmarking to tackle this challenge. Benchmarking produces unique, comparative insights that get customers’ attention and motivate them to get more value from their solutions. As a result, both customers and SaaS companies achieve better outcomes.
First Steps with Globus Compute Multi-User EndpointsGlobus
In this presentation we will share our experiences around getting started with the Globus Compute multi-user endpoint. Working with the Pharmacology group at the University of Auckland, we have previously written an application using Globus Compute that can offload computationally expensive steps in the researcher's workflows, which they wish to manage from their familiar Windows environments, onto the NeSI (New Zealand eScience Infrastructure) cluster. Some of the challenges we have encountered were that each researcher had to set up and manage their own single-user globus compute endpoint and that the workloads had varying resource requirements (CPUs, memory and wall time) between different runs. We hope that the multi-user endpoint will help to address these challenges and share an update on our progress here.
AI Pilot Review: The World’s First Virtual Assistant Marketing SuiteGoogle
AI Pilot Review: The World’s First Virtual Assistant Marketing Suite
👉👉 Click Here To Get More Info 👇👇
https://sumonreview.com/ai-pilot-review/
AI Pilot Review: Key Features
✅Deploy AI expert bots in Any Niche With Just A Click
✅With one keyword, generate complete funnels, websites, landing pages, and more.
✅More than 85 AI features are included in the AI pilot.
✅No setup or configuration; use your voice (like Siri) to do whatever you want.
✅You Can Use AI Pilot To Create your version of AI Pilot And Charge People For It…
✅ZERO Manual Work With AI Pilot. Never write, Design, Or Code Again.
✅ZERO Limits On Features Or Usages
✅Use Our AI-powered Traffic To Get Hundreds Of Customers
✅No Complicated Setup: Get Up And Running In 2 Minutes
✅99.99% Up-Time Guaranteed
✅30 Days Money-Back Guarantee
✅ZERO Upfront Cost
See My Other Reviews Article:
(1) TubeTrivia AI Review: https://sumonreview.com/tubetrivia-ai-review
(2) SocioWave Review: https://sumonreview.com/sociowave-review
(3) AI Partner & Profit Review: https://sumonreview.com/ai-partner-profit-review
(4) AI Ebook Suite Review: https://sumonreview.com/ai-ebook-suite-review
Top Features to Include in Your Winzo Clone App for Business Growth (4).pptxrickgrimesss22
Discover the essential features to incorporate in your Winzo clone app to boost business growth, enhance user engagement, and drive revenue. Learn how to create a compelling gaming experience that stands out in the competitive market.
Listen to the keynote address and hear about the latest developments from Rachana Ananthakrishnan and Ian Foster who review the updates to the Globus Platform and Service, and the relevance of Globus to the scientific community as an automation platform to accelerate scientific discovery.
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoamtakuyayamamoto1800
In this slide, we show the simulation example and the way to compile this solver.
In this solver, the Helmholtz equation can be solved by helmholtzFoam. Also, the Helmholtz equation with uniformly dispersed bubbles can be simulated by helmholtzBubbleFoam.
In software engineering, the right architecture is essential for robust, scalable platforms. Wix has undergone a pivotal shift from event sourcing to a CRUD-based model for its microservices. This talk will chart the course of this pivotal journey.
Event sourcing, which records state changes as immutable events, provided robust auditing and "time travel" debugging for Wix Stores' microservices. Despite its benefits, the complexity it introduced in state management slowed development. Wix responded by adopting a simpler, unified CRUD model. This talk will explore the challenges of event sourcing and the advantages of Wix's new "CRUD on steroids" approach, which streamlines API integration and domain event management while preserving data integrity and system resilience.
Participants will gain valuable insights into Wix's strategies for ensuring atomicity in database updates and event production, as well as caching, materialization, and performance optimization techniques within a distributed system.
Join us to discover how Wix has mastered the art of balancing simplicity and extensibility, and learn how the re-adoption of the modest CRUD has turbocharged their development velocity, resilience, and scalability in a high-growth environment.
Code reviews are vital for ensuring good code quality. They serve as one of our last lines of defense against bugs and subpar code reaching production.
Yet, they often turn into annoying tasks riddled with frustration, hostility, unclear feedback and lack of standards. How can we improve this crucial process?
In this session we will cover:
- The Art of Effective Code Reviews
- Streamlining the Review Process
- Elevating Reviews with Automated Tools
By the end of this presentation, you'll have the knowledge on how to organize and improve your code review proces
Prosigns: Transforming Business with Tailored Technology SolutionsProsigns
Unlocking Business Potential: Tailored Technology Solutions by Prosigns
Discover how Prosigns, a leading technology solutions provider, partners with businesses to drive innovation and success. Our presentation showcases our comprehensive range of services, including custom software development, web and mobile app development, AI & ML solutions, blockchain integration, DevOps services, and Microsoft Dynamics 365 support.
Custom Software Development: Prosigns specializes in creating bespoke software solutions that cater to your unique business needs. Our team of experts works closely with you to understand your requirements and deliver tailor-made software that enhances efficiency and drives growth.
Web and Mobile App Development: From responsive websites to intuitive mobile applications, Prosigns develops cutting-edge solutions that engage users and deliver seamless experiences across devices.
AI & ML Solutions: Harnessing the power of Artificial Intelligence and Machine Learning, Prosigns provides smart solutions that automate processes, provide valuable insights, and drive informed decision-making.
Blockchain Integration: Prosigns offers comprehensive blockchain solutions, including development, integration, and consulting services, enabling businesses to leverage blockchain technology for enhanced security, transparency, and efficiency.
DevOps Services: Prosigns' DevOps services streamline development and operations processes, ensuring faster and more reliable software delivery through automation and continuous integration.
Microsoft Dynamics 365 Support: Prosigns provides comprehensive support and maintenance services for Microsoft Dynamics 365, ensuring your system is always up-to-date, secure, and running smoothly.
Learn how our collaborative approach and dedication to excellence help businesses achieve their goals and stay ahead in today's digital landscape. From concept to deployment, Prosigns is your trusted partner for transforming ideas into reality and unlocking the full potential of your business.
Join us on a journey of innovation and growth. Let's partner for success with Prosigns.
A Comprehensive Look at Generative AI in Retail App Testing.pdfkalichargn70th171
Traditional software testing methods are being challenged in retail, where customer expectations and technological advancements continually shape the landscape. Enter generative AI—a transformative subset of artificial intelligence technologies poised to revolutionize software testing.
Large Language Models and the End of ProgrammingMatt Welsh
Talk by Matt Welsh at Craft Conference 2024 on the impact that Large Language Models will have on the future of software development. In this talk, I discuss the ways in which LLMs will impact the software industry, from replacing human software developers with AI, to replacing conventional software with models that perform reasoning, computation, and problem-solving.
Providing Globus Services to Users of JASMIN for Environmental Data AnalysisGlobus
JASMIN is the UK’s high-performance data analysis platform for environmental science, operated by STFC on behalf of the UK Natural Environment Research Council (NERC). In addition to its role in hosting the CEDA Archive (NERC’s long-term repository for climate, atmospheric science & Earth observation data in the UK), JASMIN provides a collaborative platform to a community of around 2,000 scientists in the UK and beyond, providing nearly 400 environmental science projects with working space, compute resources and tools to facilitate their work. High-performance data transfer into and out of JASMIN has always been a key feature, with many scientists bringing model outputs from supercomputers elsewhere in the UK, to analyse against observational or other model data in the CEDA Archive. A growing number of JASMIN users are now realising the benefits of using the Globus service to provide reliable and efficient data movement and other tasks in this and other contexts. Further use cases involve long-distance (intercontinental) transfers to and from JASMIN, and collecting results from a mobile atmospheric radar system, pushing data to JASMIN via a lightweight Globus deployment. We provide details of how Globus fits into our current infrastructure, our experience of the recent migration to GCSv5.4, and of our interest in developing use of the wider ecosystem of Globus services for the benefit of our user community.
Experience our free, in-depth three-part Tendenci Platform Corporate Membership Management workshop series! In Session 1 on May 14th, 2024, we began with an Introduction and Setup, mastering the configuration of your Corporate Membership Module settings to establish membership types, applications, and more. Then, on May 16th, 2024, in Session 2, we focused on binding individual members to a Corporate Membership and Corporate Reps, teaching you how to add individual members and assign Corporate Representatives to manage dues, renewals, and associated members. Finally, on May 28th, 2024, in Session 3, we covered questions and concerns, addressing any queries or issues you may have.
For more Tendenci AMS events, check out www.tendenci.com/events
Enhancing Research Orchestration Capabilities at ORNL.pdfGlobus
Cross-facility research orchestration comes with ever-changing constraints regarding the availability and suitability of various compute and data resources. In short, a flexible data and processing fabric is needed to enable the dynamic redirection of data and compute tasks throughout the lifecycle of an experiment. In this talk, we illustrate how we easily leveraged Globus services to instrument the ACE research testbed at the Oak Ridge Leadership Computing Facility with flexible data and task orchestration capabilities.
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...Globus
Large Language Models (LLMs) are currently the center of attention in the tech world, particularly for their potential to advance research. In this presentation, we'll explore a straightforward and effective method for quickly initiating inference runs on supercomputers using the vLLM tool with Globus Compute, specifically on the Polaris system at ALCF. We'll begin by briefly discussing the popularity and applications of LLMs in various fields. Following this, we will introduce the vLLM tool, and explain how it integrates with Globus Compute to efficiently manage LLM operations on Polaris. Attendees will learn the practical aspects of setting up and remotely triggering LLMs from local machines, focusing on ease of use and efficiency. This talk is ideal for researchers and practitioners looking to leverage the power of LLMs in their work, offering a clear guide to harnessing supercomputing resources for quick and effective LLM inference.
Paketo Buildpacks : la meilleure façon de construire des images OCI? DevopsDa...Anthony Dahanne
Les Buildpacks existent depuis plus de 10 ans ! D’abord, ils étaient utilisés pour détecter et construire une application avant de la déployer sur certains PaaS. Ensuite, nous avons pu créer des images Docker (OCI) avec leur dernière génération, les Cloud Native Buildpacks (CNCF en incubation). Sont-ils une bonne alternative au Dockerfile ? Que sont les buildpacks Paketo ? Quelles communautés les soutiennent et comment ?
Venez le découvrir lors de cette session ignite
Custom Healthcare Software for Managing Chronic Conditions and Remote Patient...Mind IT Systems
Healthcare providers often struggle with the complexities of chronic conditions and remote patient monitoring, as each patient requires personalized care and ongoing monitoring. Off-the-shelf solutions may not meet these diverse needs, leading to inefficiencies and gaps in care. It’s here, custom healthcare software offers a tailored solution, ensuring improved care and effectiveness.
Jason:
Rick:
Thanks, Jason, hi and good afternoon everyone.
My name is Rick Matney, and my educational background is in business economics and organizational management
I’ve been involved with IT user adoption and change management for about 7 years now where I’ve lead large-scale user adoption and change management initiatives
What I’ve witnessed throughout my time working in the IT industry is that it is a constant struggle for organizations to keep pace with the rapidly changing landscape.
As a result, I've focused largely around assisting organizations with strategic approaches to turn newly faced challenges into business opportunities.
Rick:
The topics that we’ll cover in today’s webinar:
Viewing customer success as a profit center, where we will look at how the industry has evolved to highlight the differences between operating your customer success program as cost center versus a profit center
Next we will move onto providing services that your customers will pay for, where we will take a look at what effective customers success is all about, and finally,
At a high-level, 5 actionable steps that you can take to drive profits with your customer success efforts
Just a reminder, we will take time to answer as many questions as we can at the end, and
If, at the end of the webinar you still have questions or would like to learn more about customer success and how to turn it into a profit center we will show you where you can go to get the help you need.
Jason:
Tri Tuns as been operating in the SaaS space for over a decade, helping clients of all shapes and sizes drive effective customer success and user adoption efforts to achieve the results they desire. Because our time is limited today we will be sticking to a higher-level of discussion in this webinar, but if you you have specific questions that we aren’t able to fully answer, or would like additional advice and direction with your own customer success efforts please feel free to contact us and we’ll be happy to help.
Jason
Jason:
First we need to differentiate what it means to operate a customer success function as a cost center versus a profit center
With the traditional approaches to customer success CSM teams were typically setup and viewed by Vendor executives as a cost center.
They viewed these as departments necessary to prevent churn, but treated them as every dollar spent on customer success was either adding additional costs (hitting bottom line revenue) or simply insuring against churn.
They didn't view these departments as a potential new revenue streams.
While they did help identify where customers could use more features, that’s where they stop, delivering only limited (or no) new value to the customer.
To operate customer success as a profit center you need to take action to solve the root-cause issues that are hindering the value your customers are realizing from your solution, and charge for it!
Rick:
These are exciting times in the software industry!
As such of our everyday lives are impacted by, and revolve around technology, software vendors are now presented with more opportunities than ever.
Before we begin to discuss the topic at hand, lets take a brief look back at the evolution of the IT industry to provide some context and help get us up to speed with how we’ve gotten to where we are today.
Jason
Tri Tuns has been on the front edge of this evolution, operating in the Customer Success space for over over a decade where we’ve assisted numerous organizations work through the complexities of customer success in order to address their customers’ needs by driving actions that matter.
Jason:
Prior to the turn of the century the typical software model was the on-premises model where software was physically installed on the customer, or users’ premises.
Here, customers made large upfront investments to purchase software applications to own indefinitely.
Unfortunately, more times than, potentially valuable software would turn into shelfware, contributing nothing more to the organization but sunk costs.
With this traditional model, it was completely up to the customer organization to derive their own business value from the IT solution by driving use of the solution themselves.
For vendors, the typical approach was go-live and go-home, with success defined as on-time and under-budget implementations
What happened after go-live was of little concern, as by that time vendors had already cashed the check.
Here, the how successful the customer was with actually using a solution had little effect on the vendor success
Jason:
Then the SaaS model emerged within the IT industry around the year 2000, completely upending several industry characteristics.
Instead of customers making large upfront investments to purchase software outright as they traditionally did, the new subscription pricing model enabled customers to essentially rent software, on-demand for relatively low, recurring licensing fees.
With lower licensing fees and shortened contract terms customers now enjoy more power and more choice than ever before.
Now, if an IT solution is not delivering upon anticipated outcomes and delivering measurable business value it’s easier than ever for software customers to vote with their feet and leave for another.
With customers maintaining more leverage in the vendor/customer relationship and a tendency towards churn, vendors now face more risks than they ever have before!
Jason:
As the industry continues to evolve to where we’re at today there is still a critical piece missing from most customer success efforts, creating a value gap, causing your customers to churn
Vendors must look to the future by understanding this root-causes of this value gap and deliver services to fill it
***EXPAND?
Rick:
Until vendors make the fundamental mindshift…
Rick:
Discussion:
You know jason, prior to about 2012 companies were still unsure of what to call this new function that essentially served as technical support.
Basically, they tried doing more of what they knew how to do, and what they had always done in the past.
Google
Vendors slowly realized this wasn't solving the problem, so they moved on to trying new things and coalesced around what’s now known as customer success management.
Many organizations simply moved existing staff into new departments and changed their title, making only minor modifications to their traditional roles.
Oftentimes this involved creating Customer Success Managers to act largely as account and relationship managers, with the responsibility of explaining to customers how they could get more value from system they sell.
They concentrated on introducing new product features and functionality, explaining roadmaps to inform what new things could be valuable to them in the future, and highlighting for their customers where they’re using the system well, where they could use more of what they have, and the value they are getting during quarterly business reviews.
However, where this approach falls short is that although vendors are making their customers aware of their issues, they’re not actually taking actions to help them solve there issues.
And this is where we’re at today.
Good first step…surface good thing to do
Rick:
***CONVO
Though the typical customer success services truly are a good-faith effort to understand customers' needs and identify where systems could add more value to their existing operations, it‘s not enough.
These efforts don’t go far enough towards actually helping customers through root-cause issues to realize value, which many vendors still struggle to understand.
Earlier customer success efforts would leave a significant amount of value unrealized, because they weren’t helping their customers achieve it by delivering solutions to the problems they were identifying
This created a significant value gap – your customer success services must fill this gap in order to be profitable.
Taking actions that go beyond simply creating awareness is fundamental to driving the value that your customers desire and will pay for
The more successful that you can make your customers by assisting them with what they either can’t, or won’t do for themselves, the more successful that your organization will be.
To utilize customer success as a function that generates profits your customer success team needs to develop new services that deliver new sources of value for your customers that have never been delivered before.
Jason
Reminder to enter questions in chat
So what does all this mean for how think about, communicate and go about Customer Success?
Jason;
Your CSM services need to focus on both knowledge and action to drive success within your organization and your customers.’
What we’ve seen consistently with the current approach is that CSM teams are focused on the knowledge piece only. (QBRs, explaining modules and functionality, explaining roadmap, etc.)
What your CSM team or department needs to do to be profitable is address the "action" piece.
These are new services and activities that vendors can provide, and charge for, to help customers achieve success. Only by providing the services that will solve your customers' root-cause issues will your customer success efforts effectively prevent churn and expand revenues.
***Potential benefit to achieved benefit
Rick:
We don’t won’t to belabor the point, but If all that you’re doing is focused on the tip of the iceberg and creating an awareness within your customer organizations then you’re forfeiting the bulk of the value that lies beneath these surface level engagement
***CUT Content
Too often customer success teams leave most of the actions that are critical to driving value with their solution in hands of their customers, in hopes that they will do all of the right things to drive ROI on their own
Vendors frequently attribute this lack of action to a lack of time and resources available within their organization
So how can you combat the problem of not having the resources to take the necessary actions within your customer organizations?
Simple, you don’t have to provide them all.
These are services that third party vendors like Tri Tuns have been providing to software vendors for over a decade to solve this issue
FINISH
Jason:
IT projects typically started with a vendor getting selected, and then IT driving - or at least having the majority role - in the system implementation within their organization.
Original IT developments lead many IT projects and their methodologies (agile, waterfall, etc.) only focused on the technology build and getting system live.
People assumed that with a little training at go-live, technical support 100% adoption would just happen – not so!
Eventually, organizations added some communication, thinking that was all that was needed.
These communications mostly focused on WIIFM, with the notion of selling people on why they should use the system, but this approach, which is still very common today, only works to drive low to moderate levels of adoption and ROI – not enough to mitigate customers from churning out.
Jason:
You must now shift your approach from a technology focus to a customer success focus
Here, you need to offer services before go-live that prepare the adoption of your system and then, after go-live, work with your customers to deliver the services that drive value realization and ROI for your customers
Root cause issues that customers need to solve is driving and sustain effective user adoption that results in the value creation (ROI) that customers require. Only then will you get renewals.
***REVISE
Rick:
****CONVO
Jason you made such a good point about the fact that you can’t focus on the technology…
Although adoption has increasingly become recognized as a responsibility of the customer success function, where most vendors are getting stuck is understanding that adoption is NOT a technology issue.
In fact, low levels of adoption likely have nothing at all to do with the actual software itself.
User adoption is an organizational issue, not a technical one, that requires new approaches
You need to shift your approach and develop services that address work practice and people needs.
There is no piece of functionality that you can build in your system that will solve your customers’ adoption issues, and traditional onboarding and training on your software is not enough
You need to provide new tools and services for customers that will help them identify and fix organizational barriers contributing to the root-cause problem – a lack of software adoption.
Rick:
Because the power balance between vendors and their customers has been upended and customers now enjoy lower barriers to switching between products your customer success team is critical to your organization’s ability to thrive, if not simply survive.
Your CSM team must work maniacally to help your customers realize a return on their investment from your software application by driving and sustaining effective user adoption.
Your customers expect you to make them wildly successful by solving their business needs with your product!
The bottom line is really quite simple: if your customers aren’t using your solution they’re not realizing it’s potential value. If they’re not realizing the value that you sold them on originally they’re going to churn out.
No adoption equals no value, which equals no renewal
By not helping your customers to solve their adoption problem you’re discounting potentially the greatest threat to your customers’ success and yours!
So how do you develop and deliver profitable service offerings that drive adoption and create a real return on investment for your customers?
Jason:
Example of NEA/Salesforce implementation
80/20
Jason:
Three key points:
Actionable services
Fill the value gap -- need to solve the adoption and ROI
Do what your customers can’t or won’t do for themselves
Now we’ll walk you through the 5 big steps to create a profitable CSM practice
Jason:
The first step you need to take to turn your Customer Success department into a profit center is to get your executives onboard
To accomplish this, you must show that your customer success department can be new source of revenue for your company
P&L???
Get CEO to see direct value that your CSM pratice can provide
Dept. can generate new services of revenue , which can pay to operate the dept.
By filling this value gap you need to claim credit from reduced churn
People need to understand that your department will drive expansion (people will not buy more until they are using what they already have
Jason:
To develop proftible services you need ot understand that youll need more than one service
Customers need different products based on where theyre at
Develop and deliver in cost effective and profitable way
Rick:
At Tri Tuns we do not advise that you take a one-size fits all approach to customer success services.
Instead, we advocate for the need to segment your customers and offer different levels of service to meet their different needs.
Consider this, about 80% of your company’s revenue will come from about 20% of your existing customers.
With this in mind, it is critical to understand the correct level of touch that you should provide for each customer segment based on the value that they provide to your organization.
Rick:
So let’s take a look at what this might look like:
For your smaller customers that can't afford as much and don't have as complex needs you should consider offering smaller, cheaper, and simpler success services.
For example: tier one services should incorporate 1 to Many type self-service offerings.
These would largely consist of automated tools such as emails, video, drip campaigns, webinars, etc where you could utilize an application like Amity’s to provide these types of services in a scalable and cost effective manner
Jason:
Even with automated content you still need the right content
Must still take action
Just keep in mind that these automated tools shouldn’t have a technical focus, but rather an adoption & value creation focus
Moving up to a higher touch points, are tier 2 and tier 3 services, which are more of a professional service to drive adoption, similar to what a company like Tri Tuns would offer clients.
***EDIT in to script
For your larger customers that are spending a large amount of money with you, It’s likely that they’ll have more complexities, and thus will need more support to effectively drive user adoption.
However, these are the customers that are willing to spend more for success services to insure their investment in your technology
Your medium sized customers will have needs that fall somewhere in the middle
Jason:
All of these service offerings you provide are new, value-added service to your clients.
To be profitable you need to charge for these just like you would for any other professional service you might offer like project management, implementation, technical customizations, etc.
HOW you present these charges to your customers will vary.
For the tier 1 - 1:Many segment, you will probably make this available to all customers and, so it is not a separate line-item for customers.
If you do this, a portion of all license revenue that is recognized needs to be internally credited to your Customer Success department and be reflected in your department P&L calculations.
For services in tier 2 and 3, you can separate different service offerings, each having different price points.
These would be add-on, fee-for-service that you charge directly to clients for providing whichever additional services they require.
Over the past decade we’ve seen firsthand that organizations are becoming increasingly aware of their need for these types of services. Your customers are in need and WILL pay for these.
Rick:
In order to get all of this to work you need to be able to sell these services to your customers, which begins with the marketing process
You should strive to involve your marketing team early in the process to create messaging around these new customer success services and the value-added they’ll provide to your customers
Jason:
Define for new and existing customers
Existing customers:
Variety of things you can do
New customers
Overall must articulate value of services
Jason:
Finally, in order for these services to be effective, you must also make sure that you involve your sales teams
Your sales team needs to have sales targets around these service offerings and a commission structure to motivate them to sell these new value-added services to clients.
Rick:
Just to sum this all up:
In order to achieve profits through your customer success function you need to get a few things figured out, including:
Identifying what services that your customers need to drive adoption and realize value from your solution
How to develop these services in a repeatable and scalable way
And how to sell & deliver these new customer success services in a cost effective & profitable manner
Jason:
Does all of this sound complex? Well…that’s because it is!
Rick:
Remember, If you still have questions that we weren’t able to answer during the webinar contact us, we can help
We are not a one-size-fits-all organization. All of our services are custom tailored to meet our customers needs.
We have a variety of services offerings aimed at helping our clients build their user adoption and customer success capabilities including our quick start strategy services, ROI rescue services for projects that aren’t achieving the desired results, in-person and online training, coaching, full program implementations and partnerships, where we provide customer success services for your customers on your behalf if you don’t want, or have the capacity to provide them on your own
If you have questions, give us a call. We welcome the opportunity to speak with you and help you and your organization accelerate your customer success and user adoption results.
Jason:
Partnership opportunities
Jason:
For more information about the most effective approaches to Customer Success please visit our online learning portal at TriTunsAcademy.Com
We offer a variety of online and in person training tools to provide you with the information that you need, where you need it
If you’re interested in taking a deeper dive into the topic of “Customer Success as a Profit Center” Tri Tuns is now offering expert lead, interactive sessions where we’ll guide small cohorts of learners to get all of the answers that they need to questions that are specific to their situation
Our first “ask the expert” session will be held on August 31st at 1pm, which we anticipate to fill up quickly so make sure you sign up soon!
Thank you very much. We hope this was helpful. Please enter your questions in the chat window and we will answer them at the end. Now I’ll turn it over to our wonderful host, founder and CEO of Amity, Paul Philp.