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Produced byCustomer Success Summit 2014
Winning in 2014!
Think	
  Big	
  Start	
  Small	
  
Move	
  Fast!	
  
Produced byCustomer Success Summit 2014
2	
  
Stephanie Schatz
SVP Sales and Customer Success
Xamarin Inc.
stephanie@xamarin.com
@she_travels
Delight Developers
Defining
The Customer Journey
Produced byCustomer Success Summit 2014
About Me
3	
  
150+	
  	
  
Sharks	
  	
  
15	
  months	
  	
  	
  
of	
  Travel	
  
1	
  	
  
Horse	
  
Produced byCustomer Success Summit 2014
Xamarin: Explosive Growth in 2.5 years
4	
  
550,000+	
  	
  
Registered	
  
Developers	
  
30,000+	
  	
  
Added	
  per	
  
Month	
  
120+	
  	
  
Countries	
  with	
  	
  
Customers	
  
Produced byCustomer Success Summit 2014
What led me to Customer Success
5	
  
My	
  Background	
  
How	
  I	
  see	
  Customer	
  Success	
  
15	
  Years	
  in	
  Enterprise	
  SoIware	
  Sales	
  and	
  Success	
  
	
  Fluent	
  in	
  5	
  Languages	
  
	
  Have	
  Lived	
  and	
  Worked	
  in	
  7	
  Countries	
  
…
Produced byCustomer Success Summit 2014
Xamarin’s Mission –Delight Developers
6	
  
Produced byCustomer Success Summit 2014
7	
  
Xamarin’s Customer Journey
Produced byCustomer Success Summit 2014
Recommended Customer Success Play
Defining	
  the	
  customer’s	
  conversion	
  point	
  
	
  
Onboarding	
  new	
  paying	
  customers	
  	
  
	
  
No	
  restricBons	
  
	
  
Clearly	
  define	
  your	
  customer’s	
  conversion	
  point	
  
and	
  measure	
  your	
  CS	
  team	
  on	
  clearly	
  defined	
  	
  
conversion	
  metrics	
  –	
  based	
  on	
  customer	
  
segmentaBon.	
  	
  
	
  
Example:	
  Xamarin	
  mid-­‐market	
  customer	
  has	
  
launched	
  /	
  published	
  an	
  app	
  within	
  3	
  months	
  aOer	
  
purchase.	
  Using	
  this	
  play	
  we	
  are	
  able	
  to	
  
dramaBcally	
  increase	
  the	
  sBckiness	
  of	
  our	
  product	
  
and	
  significantly	
  decrease	
  the	
  risk	
  of	
  churn.	
  
8	
  
Play	
  Name:	
  
	
  
When	
  to	
  use:	
  
	
  
RestricBons:	
  
	
  
Play	
  Anatomy:	
  
	
  
	
  
	
  
	
  
Comments:	
  
	
  
	
  
Produced byCustomer Success Summit 2014
Lesson #1
9	
  
Start by defining
and documenting
your customer
success process
and metrics.
Assign a project
manager and
make sure to
train the entire
project team.
Define success
criteria and
deadlines.
Over-communicate
results.
A	
  Customer	
  Success	
  Tool	
  Rollout	
  is	
  a	
  
Classic	
  Enterprise	
  SoIware	
  
implementaRon	
  Project	
  
Produced byCustomer Success Summit 2014
Lesson #2
10	
  
Think about
Customer
Success on day 1
of your company
–
not after year 1.
Keeping your
CRM data
clean needs to
be an ongoing
effort – every
month.
To start, focus
on your key
metrics only –
and incorporate
them in your
company’s
cadence.
Customer	
  Success	
  Tools	
  Are	
  Only	
  	
  
As	
  Good	
  As	
  Your	
  CRM	
  Data	
  	
  
Allows	
  Them	
  To	
  Be	
  	
  
Produced byCustomer Success Summit 2014
Lesson #3
11	
  
Choose	
  a	
  Great	
  Company	
  to	
  
Work	
  with	
  as	
  a	
  Business	
  Partner	
  
They need to
supply you with
prescriptive
guidelines and
industry best
practices.
They are smart,
competent and
give you
reliable
ongoing
support.
They	
  are	
  	
  
fun	
  to	
  
work	
  with!	
  
	
  
Produced byCustomer Success Summit 2014
My Recommendations
12	
  
There is no ‘one size fits all’ in Customer Success.
Stay up to date! Customer Success is a fast changing
industry – dedicate a set amount of time every week
to read recent articles and blog posts published by
Customer Success though leaders.
Implement à Iterate à Evolve
Produced byCustomer Success Summit 2014
We’re Hiring –Come join an awesome team!
13	
  
Open Positions
o  VP, Customer Success
o  Customer Success Manager
o  Account Manager
o  Enterprise Success Manager
o  Partner Manager
o  And many more…
Produced byCustomer Success Summit 2014
14	
  
Thank	
  You!	
  

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Building the Customer Centricty Engine in IoT and XaaS
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The Fusion of CX and CS
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Architecting Effortless Customer Experiences
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Leveraging Machine Learning to Delight Customers
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Defining the Customer Journey

  • 1. Produced byCustomer Success Summit 2014 Winning in 2014! Think  Big  Start  Small   Move  Fast!  
  • 2. Produced byCustomer Success Summit 2014 2   Stephanie Schatz SVP Sales and Customer Success Xamarin Inc. stephanie@xamarin.com @she_travels Delight Developers Defining The Customer Journey
  • 3. Produced byCustomer Success Summit 2014 About Me 3   150+     Sharks     15  months       of  Travel   1     Horse  
  • 4. Produced byCustomer Success Summit 2014 Xamarin: Explosive Growth in 2.5 years 4   550,000+     Registered   Developers   30,000+     Added  per   Month   120+     Countries  with     Customers  
  • 5. Produced byCustomer Success Summit 2014 What led me to Customer Success 5   My  Background   How  I  see  Customer  Success   15  Years  in  Enterprise  SoIware  Sales  and  Success    Fluent  in  5  Languages    Have  Lived  and  Worked  in  7  Countries   …
  • 6. Produced byCustomer Success Summit 2014 Xamarin’s Mission –Delight Developers 6  
  • 7. Produced byCustomer Success Summit 2014 7   Xamarin’s Customer Journey
  • 8. Produced byCustomer Success Summit 2014 Recommended Customer Success Play Defining  the  customer’s  conversion  point     Onboarding  new  paying  customers       No  restricBons     Clearly  define  your  customer’s  conversion  point   and  measure  your  CS  team  on  clearly  defined     conversion  metrics  –  based  on  customer   segmentaBon.       Example:  Xamarin  mid-­‐market  customer  has   launched  /  published  an  app  within  3  months  aOer   purchase.  Using  this  play  we  are  able  to   dramaBcally  increase  the  sBckiness  of  our  product   and  significantly  decrease  the  risk  of  churn.   8   Play  Name:     When  to  use:     RestricBons:     Play  Anatomy:           Comments:      
  • 9. Produced byCustomer Success Summit 2014 Lesson #1 9   Start by defining and documenting your customer success process and metrics. Assign a project manager and make sure to train the entire project team. Define success criteria and deadlines. Over-communicate results. A  Customer  Success  Tool  Rollout  is  a   Classic  Enterprise  SoIware   implementaRon  Project  
  • 10. Produced byCustomer Success Summit 2014 Lesson #2 10   Think about Customer Success on day 1 of your company – not after year 1. Keeping your CRM data clean needs to be an ongoing effort – every month. To start, focus on your key metrics only – and incorporate them in your company’s cadence. Customer  Success  Tools  Are  Only     As  Good  As  Your  CRM  Data     Allows  Them  To  Be    
  • 11. Produced byCustomer Success Summit 2014 Lesson #3 11   Choose  a  Great  Company  to   Work  with  as  a  Business  Partner   They need to supply you with prescriptive guidelines and industry best practices. They are smart, competent and give you reliable ongoing support. They  are     fun  to   work  with!    
  • 12. Produced byCustomer Success Summit 2014 My Recommendations 12   There is no ‘one size fits all’ in Customer Success. Stay up to date! Customer Success is a fast changing industry – dedicate a set amount of time every week to read recent articles and blog posts published by Customer Success though leaders. Implement à Iterate à Evolve
  • 13. Produced byCustomer Success Summit 2014 We’re Hiring –Come join an awesome team! 13   Open Positions o  VP, Customer Success o  Customer Success Manager o  Account Manager o  Enterprise Success Manager o  Partner Manager o  And many more…
  • 14. Produced byCustomer Success Summit 2014 14   Thank  You!  

Editor's Notes

  1. Add in animations
  2. Animate, pic first, then the 3 points.
  3. Animate how I see customer success
  4. Talk through Nat and Miguel and their initiatives around delighting developers. It’s very personal for them. Xamarin succeeds only by exceeding developers expectations. Xamarin’s focus on customer success is deeply rooted in our company’s culture.Talk about mission of the teamInvolved in customers projects and act as advisersCustomer’s success is directly tied to Xam successSpecific point of conversion (app launch)They bought licenses to develop a mobile appOnce they deploy an app successfully they’re hooked
  5. Follow the customer lifecycleCritical to understand what needs to accomplished for customer to be successful – Get specifics about project and companyCSE’s are genuinely interested in mobile projects. Like building apps and are incented to collect case studies/references Have taken the prescriptive approach. We know the steps our customers should take to be successfulReview each step of the life cycle Highlight path for customers who prefer a hands off approach (we’re still getting them to release an app, just using a different method)
  6. Plays are generalized rules that are applicable in a certain use case. These are not strategies but rather tactics that you can generalize and share with the audience based on your experienceFeel free to recommend more than one play