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Nick Mehta
Thursday, May 9, 2013
2
3
Why?
What?
How?
4
Why?
5
• Product / Service Usage
• Survey Responses
• Payment History
• Support Interactions
• Community Forum Involvement
• …
6
7
Per-Year
8
Per-Cycle
9
Per-Click
10
Friction for a
Customer to
Join
Friction for a
Customer to
Leave
11
Vendor
Success
Customer
Success
12
Vendor
Success
Customer
Success
Vendor
Success
Customer
Success
13
What?
MA R K ETIN G
SALES
R ETEN TION
 Unexpected Churn
 Missed Up-sell
 Costly Scaling of Team
14
MA R K ETIN G
SALES
R ETEN TION
15
61%
of
REVENUE
16
Marketing
Sales
ServicesSupport
Customer
Success
Renewals
17
Retention
Adoption
Influence
Satisfaction
Engagement
R A I S E
Customer
Success
18
How
Not?
19
7 Customer Success Fails
Fail #1:
No Buy-In and
Owner of
Customer
Success
Fail #2:
Relabeling
Account
Managers or
Support
Fail #3:
Giving CSMs
Individual
Quotas
Fail #4:
Not Aligning
Effort to
Revenue
Fail #5:
Treating All
Customers the
Same
High
Touch
Low Touch
No Touch
Fail #6:
Starting at the
Renewal
Fail #7:
Missing the Full
View of the
Customer
27
Team Investors Clients
Customer Success Management

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Customer Success Management

Editor's Notes

  1. Insight into customer data can shape an organization’s customer experience strategy and impact the bottom line. Customer success management (CSM) has emerged as an important model to centralize data from all customer interactions, proactively monitor customer satisfaction, understand product usage and anticipate customer behavior. In this session, attendees will learn CSM best practices, tips and real world examples of how a unified view of customer data can increase customer retention and drive revenue.