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Allison Pickens
Chief Customer Officer
Growth in the Age of the Customer:
How Customer Success Drives Sales and
Advocacy
Will Robins
Head of Customer Marketing
It’s a new world
Your customers have more
power than ever before
The Buyers Journey in the
Age of the Customer
Starts with
a Google
Search
The Buyers Journey in the
Age of the Customer
Continues
with public
reviews
and analyst
research
The Buyers Journey in the
Age of the Customer
Then, a
conversation
with a friend or
colleague
What partners did
you work with?
Hey, saw that you’re
in a similar field…
How did you
solve your
challenges?
What was it like
when you worked
with them?
Who would you
recommend?
Then Your “First” Sales Conversation
I’m excited to
introduce you
to the market
and our
business
Then Your “First” Sales Conversation
I’m excited to
introduce you
to the market
and our
business
I’ve already
spoken to two of
your customers
Then Your “First” Sales Conversation
I’m excited to
introduce you
to the market
and our
business
I’ve already
spoken to two of
your customers,
three of your
churned
customers
Then Your “First” Sales Conversation
I’m excited to
introduce you
to the market
and our
business
I’ve already
spoken to two of
your customers,
three of your
churned
customers, read
hundreds of
online reviews
Then Your “First” Sales Conversation
I’m excited to
introduce you
to the market
and our
business
I’ve already
spoken to two of
your customers,
three of your
churned
customers, read
hundreds of
online reviews
and spoke to my
analyst, so…
Customer Success is the
Difference Between…
… I’m excited!
Let’s continue!
… I’m going with
a competitor.
Revenue Growth Models
Sales
Revenue Growth Models
Sales Land / Expand
Revenue Growth Models
Sales Land / Expand Customer Success
Revenue Growth Models
Lead
Opportunity New Customer
Successful
Customer
Lead for Expansion
Lead for New Logo
Lead for Renewal
Sales Land / Expand Customer Success
Revenue Growth Models
Our Mission
Partner with our clients to deliver
predictable outcomes and experiences for
their clients and sustainable growth for
their business
Platform Expertise Community
Gainsight Powers Customer Success At
Source: * PWC Global 100 software study; ** Bessemer Cloud Index
67%
TopSoftware
Companies*
49%
PubliclyTraded
CloudCompanies**
Global 2000
Brands
Industry
Leaders
My Inbox
166K views
Customer SuccessAdvocate
Marketing
Will Robins
Take Advocacy to the Next Level
Structure Yourself for Success
Develop the Processes and Enable with Technology
Track the Results
1
2
3
Allison Pickens
CCO
VP
Prof Services
VP
Client Outcomes
Sr Director
Solution & Data
Architecture
Sr Director
Technical Services
(India)
VP
CS Operations
Technical Success
(Support)
Business
Operations
Customer Marketing
Customer Marketing in Customer Success
Structure1
Customer Success
Qualified Advocacy
(CSQAs)
Pipeline Influenced
by Advocacy
Pipeline Sourced
from Advocacy
Strive for Impactful Metrics
Total CSQAs this quarter
% of customers that
advocated this quarter
Pipeline and Won ARR
influenced by Sales
References
Lift in win rates and days
to close when Sales
references occur
Pipeline and Won ARR
from:
- Referrals
- Repeat customers
- Returned customers
- Customer-generated
content
Structure1
For enterprise, 1
CSQA per 4 accounts
per quarter
Customers participate in:
- Sales references
- Co-hosted webinars
- Co-authored blogs
- Speaking events
- Case studies
- Online reviews
- Referrals
Advocacy Target for CSMs
Comprises 1/3 of
CSM variable comp
Structure1
Gainsight for Advocacy
Drive Growth with Customer Success
Discover Mobilize Track
successful
customers and
potential
advocates
advocates to
take part in
growth driving
activities
advocate
activity and
impact on
growth
Process2
Discover Advocates at Scale
Scorecards
Identify successful customers and track their referenceability
Voice of Customer
Identify advocates via NPS surveys
Process2
Mobilize Advocates to Drive Growth
NameDrop
Match the right customer for your
prospect based on relevant metrics
Reference Execution
Reduce time to reference by streamlining
request / fulfillment process
Case Study Surveys
Identify success stories at scale to
streamline success story creation
Process2
Track Impact on Growth
Dashboards
Pipeline Influenced through References Won ARR Influenced by References Top Advocates by
Pipeline Influenced
Process2
Key Results
Results3
4X
Volume of CSQAs
compared to a
year ago
7 à 1
Days to coordinate a
Sales Reference Call
30%
of Q3 New LogoARR from
Advocacy and Customer
Success-driven leads
Key Results
Results3
Top 20% of Sales Reps arranged 3.2X more sales references
compared to bottom 80%
Only fully ramped reps included (>1 year)
Performance normalized against incoming pipeline
2 quarters of data examined
Discover Mobilize Track
more advocates
through NPS programs,
health scoring, usage
data, and more
your Customer Success
team with best practice
Playbooks to make
advocacy a reality
advocate activity as a
key part of customer
health, identifying
churn risks early
Influitive with Gainsight
Go Further
Key Take-Aways
• Advocacy is a key lever in the Helix
model of revenue growth
• Align closely with Customer Success;
prime the pump for advocacy
• Develop repeatable processes with
technology so advocacy can scale
• Invest in tracking metrics that matter
to justify growth in your team
Thank you!
Q&A

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Reinvigorate Your Sales Team With Customer-led Selling

  • 1. Allison Pickens Chief Customer Officer Growth in the Age of the Customer: How Customer Success Drives Sales and Advocacy Will Robins Head of Customer Marketing
  • 2. It’s a new world Your customers have more power than ever before
  • 3. The Buyers Journey in the Age of the Customer Starts with a Google Search
  • 4. The Buyers Journey in the Age of the Customer Continues with public reviews and analyst research
  • 5. The Buyers Journey in the Age of the Customer Then, a conversation with a friend or colleague What partners did you work with? Hey, saw that you’re in a similar field… How did you solve your challenges? What was it like when you worked with them? Who would you recommend?
  • 6. Then Your “First” Sales Conversation I’m excited to introduce you to the market and our business
  • 7. Then Your “First” Sales Conversation I’m excited to introduce you to the market and our business I’ve already spoken to two of your customers
  • 8. Then Your “First” Sales Conversation I’m excited to introduce you to the market and our business I’ve already spoken to two of your customers, three of your churned customers
  • 9. Then Your “First” Sales Conversation I’m excited to introduce you to the market and our business I’ve already spoken to two of your customers, three of your churned customers, read hundreds of online reviews
  • 10. Then Your “First” Sales Conversation I’m excited to introduce you to the market and our business I’ve already spoken to two of your customers, three of your churned customers, read hundreds of online reviews and spoke to my analyst, so…
  • 11. Customer Success is the Difference Between… … I’m excited! Let’s continue! … I’m going with a competitor.
  • 14. Sales Land / Expand Revenue Growth Models
  • 15. Sales Land / Expand Customer Success Revenue Growth Models
  • 17. Lead for Expansion Lead for New Logo Lead for Renewal
  • 18. Sales Land / Expand Customer Success Revenue Growth Models
  • 19. Our Mission Partner with our clients to deliver predictable outcomes and experiences for their clients and sustainable growth for their business
  • 21. Gainsight Powers Customer Success At Source: * PWC Global 100 software study; ** Bessemer Cloud Index 67% TopSoftware Companies* 49% PubliclyTraded CloudCompanies** Global 2000 Brands Industry Leaders
  • 25. Take Advocacy to the Next Level Structure Yourself for Success Develop the Processes and Enable with Technology Track the Results 1 2 3
  • 26. Allison Pickens CCO VP Prof Services VP Client Outcomes Sr Director Solution & Data Architecture Sr Director Technical Services (India) VP CS Operations Technical Success (Support) Business Operations Customer Marketing Customer Marketing in Customer Success Structure1
  • 27. Customer Success Qualified Advocacy (CSQAs) Pipeline Influenced by Advocacy Pipeline Sourced from Advocacy Strive for Impactful Metrics Total CSQAs this quarter % of customers that advocated this quarter Pipeline and Won ARR influenced by Sales References Lift in win rates and days to close when Sales references occur Pipeline and Won ARR from: - Referrals - Repeat customers - Returned customers - Customer-generated content Structure1
  • 28. For enterprise, 1 CSQA per 4 accounts per quarter Customers participate in: - Sales references - Co-hosted webinars - Co-authored blogs - Speaking events - Case studies - Online reviews - Referrals Advocacy Target for CSMs Comprises 1/3 of CSM variable comp Structure1
  • 29. Gainsight for Advocacy Drive Growth with Customer Success Discover Mobilize Track successful customers and potential advocates advocates to take part in growth driving activities advocate activity and impact on growth Process2
  • 30. Discover Advocates at Scale Scorecards Identify successful customers and track their referenceability Voice of Customer Identify advocates via NPS surveys Process2
  • 31. Mobilize Advocates to Drive Growth NameDrop Match the right customer for your prospect based on relevant metrics Reference Execution Reduce time to reference by streamlining request / fulfillment process Case Study Surveys Identify success stories at scale to streamline success story creation Process2
  • 32. Track Impact on Growth Dashboards Pipeline Influenced through References Won ARR Influenced by References Top Advocates by Pipeline Influenced Process2
  • 33. Key Results Results3 4X Volume of CSQAs compared to a year ago 7 à 1 Days to coordinate a Sales Reference Call 30% of Q3 New LogoARR from Advocacy and Customer Success-driven leads
  • 34. Key Results Results3 Top 20% of Sales Reps arranged 3.2X more sales references compared to bottom 80% Only fully ramped reps included (>1 year) Performance normalized against incoming pipeline 2 quarters of data examined
  • 35. Discover Mobilize Track more advocates through NPS programs, health scoring, usage data, and more your Customer Success team with best practice Playbooks to make advocacy a reality advocate activity as a key part of customer health, identifying churn risks early Influitive with Gainsight Go Further
  • 36. Key Take-Aways • Advocacy is a key lever in the Helix model of revenue growth • Align closely with Customer Success; prime the pump for advocacy • Develop repeatable processes with technology so advocacy can scale • Invest in tracking metrics that matter to justify growth in your team