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Introduction to Customer Success
Guy Nirpaz | Co-founder & CEO | Totango
guy@totango.com | @guynirpaz | guynirpaz.com
is the leader in
Customer Success
115
CUSTOMERS
7PUBLIC COMPANIES
$3.5BOF SUBSCRIPTION MANAGED
3	
  
0
200
400
600
800
1000
1200
1400
1600
1800
2000
Qtr1
Qtr2
Qtr3
Qtr4
Qtr1
Qtr2
Qtr3
Qtr4
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Qtr1
Qtr2
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Qtr1
2010 2011 2012 2013 2014 2015
Customer Success Jobs on
The Demand for Customer Success is
Rapidly Growing
3rd Customer Success Summit
Over 1100 Attendees
March 2015
Produced by Totango
What does investing in Customer Success ultimately lead to? 
5	
  
DECREASE
VALUE
DECREASE
VALUE
 CHURN
CHURN
GROW VALUE
FIRST
VALUE
START
INCREASE
USERS
 INCREASE
USAGE
EXPAND
FUNCTIONALITY
CHURN
ONGOING
VALUE
ONBOARDING
 ADOPTION
 RENEWAL & UPSELL
ADOPTION
The Customer Success Charter
Is to Maximize Customer Lifetime Value
for a Technology as a Service business
Trial
Onboarding
Adoption
Retention
Expansion
CAC, Trial
Conversion
Time to Value
Customer
Engagement
Churn & Retention
Rates
ACV / Customer
What is your maturity level?
FIRE FIGHTING
 DRIVING VALUE
PROACTIVELY
REDUCING CHURN
PERFORMING CPR
STAGE 0
 STAGE 3
STAGE 2
STAGE 1
PERFORMING CPR
No Customer Success Team
No formal success plans
HOW DO YOU IMPROVE?
Get organizational buy-in to make customer
success a priority
Develop system and process for handling
emergency accounts
Build a Customer Success team!
FIRE FIGHTING
Focus is on at-risk accounts
Limited team resources 
HOW DO YOU IMPROVE?
Develop system and process for handling
emergency accounts
Map your customer journey
Ensure company-wide understanding of the role
of customer success
What is a customer health score?
PRODUCT USAGE – Are users
logging in and using the application
regularly?
BUSINESS OUTCOMES – Is the
customer getting the end result they
purchased the product for?
SERVICE UTILIZATION – Is the
customer fully utilizing their
subscription?
CUSTOMER SATISFACTION –
Feedback from customers and CSMs 
SUPPORT & OPERATIONS –
Outstanding support, SLA or invoicing
issues
1.
2.
3.
4.
5.
LEADING
INDICATORS
OBJECTIVE
DATA 
100% COVERAGE
LAGGING
INDICATORS
SUBJECTIVE DATA 
LIMITED COVERAGE
PROACTIVELY
REDUCING CHURN
Basic account monitoring in place
HOW DO YOU IMPROVE?
Segment customers based on their stage in the
customer journey
Develop engagement and action plans for both
healthy and at risk customers
Ensure that your system can scale by adding in
automation
Customer accounts have health scores
DRIVING VALUE
Proactively engage with customers 
Focus on growth and innovation
HOW DO YOU IMPROVE?
Continually fine tune your processes using data
from churned and renewed customers
Use delivery of business value and account
expertise to renew and cross sell
You provide best practices, share data insights
and, encourage use of the full product

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Introduction to customer success guy nirpaz, totango

  • 1. Introduction to Customer Success Guy Nirpaz | Co-founder & CEO | Totango guy@totango.com | @guynirpaz | guynirpaz.com
  • 2. is the leader in Customer Success 115 CUSTOMERS 7PUBLIC COMPANIES $3.5BOF SUBSCRIPTION MANAGED
  • 4. 3rd Customer Success Summit Over 1100 Attendees March 2015 Produced by Totango
  • 5. What does investing in Customer Success ultimately lead to? 5  
  • 6. DECREASE VALUE DECREASE VALUE CHURN CHURN GROW VALUE FIRST VALUE START INCREASE USERS INCREASE USAGE EXPAND FUNCTIONALITY CHURN ONGOING VALUE ONBOARDING ADOPTION RENEWAL & UPSELL
  • 7. ADOPTION The Customer Success Charter Is to Maximize Customer Lifetime Value for a Technology as a Service business Trial Onboarding Adoption Retention Expansion CAC, Trial Conversion Time to Value Customer Engagement Churn & Retention Rates ACV / Customer
  • 8. What is your maturity level? FIRE FIGHTING DRIVING VALUE PROACTIVELY REDUCING CHURN PERFORMING CPR STAGE 0 STAGE 3 STAGE 2 STAGE 1
  • 9.
  • 10. PERFORMING CPR No Customer Success Team No formal success plans HOW DO YOU IMPROVE? Get organizational buy-in to make customer success a priority Develop system and process for handling emergency accounts Build a Customer Success team!
  • 11.
  • 12. FIRE FIGHTING Focus is on at-risk accounts Limited team resources HOW DO YOU IMPROVE? Develop system and process for handling emergency accounts Map your customer journey Ensure company-wide understanding of the role of customer success
  • 13.
  • 14. What is a customer health score? PRODUCT USAGE – Are users logging in and using the application regularly? BUSINESS OUTCOMES – Is the customer getting the end result they purchased the product for? SERVICE UTILIZATION – Is the customer fully utilizing their subscription? CUSTOMER SATISFACTION – Feedback from customers and CSMs SUPPORT & OPERATIONS – Outstanding support, SLA or invoicing issues 1. 2. 3. 4. 5. LEADING INDICATORS OBJECTIVE DATA 100% COVERAGE LAGGING INDICATORS SUBJECTIVE DATA LIMITED COVERAGE
  • 15. PROACTIVELY REDUCING CHURN Basic account monitoring in place HOW DO YOU IMPROVE? Segment customers based on their stage in the customer journey Develop engagement and action plans for both healthy and at risk customers Ensure that your system can scale by adding in automation Customer accounts have health scores
  • 16.
  • 17. DRIVING VALUE Proactively engage with customers Focus on growth and innovation HOW DO YOU IMPROVE? Continually fine tune your processes using data from churned and renewed customers Use delivery of business value and account expertise to renew and cross sell You provide best practices, share data insights and, encourage use of the full product