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Introduction to Enabling Customer Success
2
CONFIDENTIAL
You have just won the new customer…
Now what?
CONFIDENTIAL
Need for a Great Digital Customer Experience
4
CONFIDENTIAL
Customers have gone digital
● B2B customer onboarding, training and
ongoing service has moved to digital
● Companies must provide an excellent
customer experience (CX) to retain and
expand referenceable customers
Example Onboarding Experience
Why Digital Customer Everboarding
5
CONFIDENTIAL
● From purchase to customer success
● Adopt, promote and expand business
Customer Onboarding
Never Ends
Integrated Functionality to Improve CX
6
CONFIDENTIAL
• Capture Feedback – Capture NPS to gauge
satisfaction
• Survey & Poll – Capture feedback and act
to improve customer experience
• Activity Feed – Experience analytics for
user and content behavior
• Communication Banner –
Communicate targeted messaging
• WYSIWYG for Campaigns –
Customized page to enable success
• Video – Content to communicate
and educate
• Recommendation Engine - Analytics
to advance customer to success
• CX Assistant – Notifications to
improve Customer Experience
• Closed Loop Reporting -Analytics to
show behavior and improvements
• Prescriptive Checklist & Project Status –
Prescribe a list of activities to show
progress and repeat success
• Document Share– Deliver content from
virtually anywhere on the internet
• Social Media Feed – Aggregate and
deliver social media content
Integrations that fit Current Workflows
7
CONFIDENTIAL
Slack Channel Google Invite Calendar for Zoom
Over 20 CX Templates to Get Started
● Ready-made templates include:
○ Customer Communications
○ Customer Success Steps & Status
○ Self Serve Checklists
○ Surveys to Gauge Satisfaction
○ Integration to Connect
Partner Technologies
8
CONFIDENTIAL
Experience Community to Support
Digital Transformation: www.cxenablement.org
CXenablement.org community to
provide:
● Thought leadership spanning customer
journey, future of Enablement
● CX related podcast topics that cover
CX templates in action
● Build Experience Templates through
joint deals for all customers
● Video customer testimonials on CX
transformation
● Drive adoption of Partner services and
CXera solution
10
CONFIDENTIAL
Contact
Expand Reach
Proposals
Event
New Releases
Best Practices
# of referenceable customers
# of days from purchase to customer success # of days to expand business
Improve Net Promoter Score
Digital Customer Experience KPls
Improve Renewal Rate
Onboarding
30/60/90 Plan
Adoption
Deal
Renew
Expand
Improve Loyalty
New Customer Onboarding Use Case
11
CONFIDENTIAL
Starts with a
Prescriptive Experience
to Drive Adoption
Personalized mobile and web
application uses customer’s brand to
deliver resources and track progress
through all onboarding services
including training, survey, NPS rating,
invoicing, document management and
other services
12
CONFIDENTIAL
Demo & Trial
Demo and Trial CXera
at no cost:
https://www.cxera.com/demo-request/

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Improve Customer Success with Digital Experience Tools

  • 1. Introduction to Enabling Customer Success
  • 2. 2 CONFIDENTIAL You have just won the new customer… Now what?
  • 4. Need for a Great Digital Customer Experience 4 CONFIDENTIAL Customers have gone digital ● B2B customer onboarding, training and ongoing service has moved to digital ● Companies must provide an excellent customer experience (CX) to retain and expand referenceable customers Example Onboarding Experience
  • 5. Why Digital Customer Everboarding 5 CONFIDENTIAL ● From purchase to customer success ● Adopt, promote and expand business Customer Onboarding Never Ends
  • 6. Integrated Functionality to Improve CX 6 CONFIDENTIAL • Capture Feedback – Capture NPS to gauge satisfaction • Survey & Poll – Capture feedback and act to improve customer experience • Activity Feed – Experience analytics for user and content behavior • Communication Banner – Communicate targeted messaging • WYSIWYG for Campaigns – Customized page to enable success • Video – Content to communicate and educate • Recommendation Engine - Analytics to advance customer to success • CX Assistant – Notifications to improve Customer Experience • Closed Loop Reporting -Analytics to show behavior and improvements • Prescriptive Checklist & Project Status – Prescribe a list of activities to show progress and repeat success • Document Share– Deliver content from virtually anywhere on the internet • Social Media Feed – Aggregate and deliver social media content
  • 7. Integrations that fit Current Workflows 7 CONFIDENTIAL Slack Channel Google Invite Calendar for Zoom
  • 8. Over 20 CX Templates to Get Started ● Ready-made templates include: ○ Customer Communications ○ Customer Success Steps & Status ○ Self Serve Checklists ○ Surveys to Gauge Satisfaction ○ Integration to Connect Partner Technologies 8 CONFIDENTIAL
  • 9. Experience Community to Support Digital Transformation: www.cxenablement.org CXenablement.org community to provide: ● Thought leadership spanning customer journey, future of Enablement ● CX related podcast topics that cover CX templates in action ● Build Experience Templates through joint deals for all customers ● Video customer testimonials on CX transformation ● Drive adoption of Partner services and CXera solution
  • 10. 10 CONFIDENTIAL Contact Expand Reach Proposals Event New Releases Best Practices # of referenceable customers # of days from purchase to customer success # of days to expand business Improve Net Promoter Score Digital Customer Experience KPls Improve Renewal Rate Onboarding 30/60/90 Plan Adoption Deal Renew Expand Improve Loyalty
  • 11. New Customer Onboarding Use Case 11 CONFIDENTIAL Starts with a Prescriptive Experience to Drive Adoption Personalized mobile and web application uses customer’s brand to deliver resources and track progress through all onboarding services including training, survey, NPS rating, invoicing, document management and other services
  • 12. 12 CONFIDENTIAL Demo & Trial Demo and Trial CXera at no cost: https://www.cxera.com/demo-request/