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09.22.2016
How Easy Corporate built their
Customer Success Organization
Before we begin…
Before we begin…
Today’s session will be recorded!
We will email all registrants a copy of the slides
as well as a recording of the webinar
Before we begin…
Ask Questions!
We will answer them in our live Q/A
session at the end of the session
Before we begin…
Ask Questions!
We will answer them in our live Q/A
session at the end of the session
Today’s Speakers
Bruno Giorgini
Sales Operations Manager
Mariana Azevedo
Sales Operations Analyst
Today’s Agenda
ABOUT EASY CORPORATE
WHY CUSTOMER SUCCESS
CHALLENGES IN GLOBALIZATION
WHY EASY CORPORATE CHOSE GAINSIGHT
1
2
3
4
5 USE CASES
ABOUT EASY CORPORATE
Used by
+25 MM
passengers
Best taxi app
Android, iOS and
Windows Phone
Found in 2011
Global Leader
In 18 countries
US$ 77 MM
investment raised
+500 M
drivers
Approved by
+3,000
B2B clients
Since 2011 innovating on customers and companies transportation
WHY CUSTOMER SUCCESS IS
IMPORTANT FOR EASY CORPORATE
Sales Cycle
Number of clients in rapid growth
Vs.
Difficulties in managing all those clients
Customer Success importance
Customer Success is ensuring your
customers achieve their desired
outcome while using your product.
But WHAT IS
Customer Success?
“
”- Gainsight
THE CHALLENGES OF STANDARDIZING
CUSTOMER SUCCESS IN A GROWING
GLOBAL TEAM
WHY WE CHOSE GAINSIGHT TO
DRIVE CUSTOMER SUCCESS
Why did Easy Corporate purchase Gainsight?
How Easy Corporate did it…
1. Life Cycle
2. CTAs
3. Data integration
4. Playbooks
How Easy Corporate did it…
• Will Churn: client about to stop using our services
• Churn: client lost
• Usage vs. Potential
• NPS score: sent 90 days after 1st ride
• Health Score: we set criteria for the clients health and them, combined,
give us the clients health score (ex: usage vs. potential, usage growth,
registered users, NPS and delayed CTAs)
Main KPI’s tracked with Gainsight
1. Focus a lot on training and making the executives understand the
value of the platform
1. Recycle the CTAs and Playbooks every 4-6months
1. “Be there” for the executives, listening to their suggestions and
critical points (find “champions” - team influencers)
1. Participate on Gainsight trainings and webinars (this helps you to
keep updated about the platform and market best practices)
LESSONS LEARNED
HOW WE USE GAINSIGHT
AT EASY CORPORATE
CS EXECUTIVE’S POINT OF VIEW
CS executive spends most part of his time on Cockpit and Customer 360º
CS executive spends most part of his time on Cockpit and Customer 360º
CS EXECUTIVE’S POINT OF VIEW
CS MANAGER’S POINT OF VIEW
CS MANAGER’S POINT OF VIEW
Questions?
Bruno Giorgini
Sales Operations Manager
Mariana Azevedo
Sales Operations Analyst
Brian Brannon
Marketing Program Manager

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How Easy Corporate built a Global Customer Success Organization

  • 1. 09.22.2016 How Easy Corporate built their Customer Success Organization
  • 3. Before we begin… Today’s session will be recorded! We will email all registrants a copy of the slides as well as a recording of the webinar
  • 4. Before we begin… Ask Questions! We will answer them in our live Q/A session at the end of the session
  • 5. Before we begin… Ask Questions! We will answer them in our live Q/A session at the end of the session
  • 6. Today’s Speakers Bruno Giorgini Sales Operations Manager Mariana Azevedo Sales Operations Analyst
  • 7. Today’s Agenda ABOUT EASY CORPORATE WHY CUSTOMER SUCCESS CHALLENGES IN GLOBALIZATION WHY EASY CORPORATE CHOSE GAINSIGHT 1 2 3 4 5 USE CASES
  • 9. Used by +25 MM passengers Best taxi app Android, iOS and Windows Phone Found in 2011 Global Leader In 18 countries US$ 77 MM investment raised +500 M drivers Approved by +3,000 B2B clients Since 2011 innovating on customers and companies transportation
  • 10. WHY CUSTOMER SUCCESS IS IMPORTANT FOR EASY CORPORATE
  • 11. Sales Cycle Number of clients in rapid growth Vs. Difficulties in managing all those clients Customer Success importance
  • 12.
  • 13. Customer Success is ensuring your customers achieve their desired outcome while using your product. But WHAT IS Customer Success? “ ”- Gainsight
  • 14. THE CHALLENGES OF STANDARDIZING CUSTOMER SUCCESS IN A GROWING GLOBAL TEAM
  • 15.
  • 16. WHY WE CHOSE GAINSIGHT TO DRIVE CUSTOMER SUCCESS
  • 17. Why did Easy Corporate purchase Gainsight?
  • 18. How Easy Corporate did it…
  • 19. 1. Life Cycle 2. CTAs 3. Data integration 4. Playbooks How Easy Corporate did it…
  • 20. • Will Churn: client about to stop using our services • Churn: client lost • Usage vs. Potential • NPS score: sent 90 days after 1st ride • Health Score: we set criteria for the clients health and them, combined, give us the clients health score (ex: usage vs. potential, usage growth, registered users, NPS and delayed CTAs) Main KPI’s tracked with Gainsight
  • 21. 1. Focus a lot on training and making the executives understand the value of the platform 1. Recycle the CTAs and Playbooks every 4-6months 1. “Be there” for the executives, listening to their suggestions and critical points (find “champions” - team influencers) 1. Participate on Gainsight trainings and webinars (this helps you to keep updated about the platform and market best practices) LESSONS LEARNED
  • 22. HOW WE USE GAINSIGHT AT EASY CORPORATE
  • 23. CS EXECUTIVE’S POINT OF VIEW CS executive spends most part of his time on Cockpit and Customer 360º
  • 24. CS executive spends most part of his time on Cockpit and Customer 360º CS EXECUTIVE’S POINT OF VIEW
  • 27. Questions? Bruno Giorgini Sales Operations Manager Mariana Azevedo Sales Operations Analyst Brian Brannon Marketing Program Manager

Editor's Notes

  1. What are the KPI's (Key Performance Indicators) being tracked in Gainsight? What goals are being tracked against these KPI's?
  2. Lessons learned - words of advice for TOTVS team when deploying Gainsight - basically, if you had to do it all over again, what would Easy Taxi do differently
  3. Highlight key use-cases for a Customer Success Manager (Cockpit and Playbooks, Customer360, Co-Pilot, Surveys, etc.)
  4. Highlight key use-cases for a Customer Success Manager (Cockpit and Playbooks, Customer360, Co-Pilot, Surveys, etc.)
  5. Highlight key use-cases for a Manager and/or VP (i.e. reports and dashboards)
  6. Highlight key use-cases for a Manager and/or VP (i.e. reports and dashboards)