From Customer Success Summit 2017 - Evan Klein, Founder and President at Satrix Solutions, discusses "Why Customer Success Without Cultural Adoption = Failure"
Learn more about Satrix Solutions: http://www.satrixsolutions.com/
Learn more about Customer Success Summit: http://customersuccesssummit.com
Totango is the leading enterprise- grade customer success platform that helps recurring revenue businesses proactively impact business outcomes with customer success. With solutions to empower Customer Success Teams or entire companies, Totango enables everyone to participate in customer success.
Learn more at www.totango.com.
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Senior Leaders Must Model Desired Behaviors
Ideas to Take BackKey Points
• The ideal customer experience -
defined
• C-suite must walk the walk
• Treat employees the way you want
customers treated
• Frequent conversations about the
importance of the customer
experience
• Encourage leaders to directly engage with customers (In-
person meetings, Customer Advisory Board, Executive
Sponsor Program)
• Business leaders should often ask: “How does this improve
the customer experience?” – allocate resources
appropriately
• Conduct an Interdepartmental Survey to assess teamwork
and unity
• Have executives send emails and notes to employees who
have gone above and beyond
@SatrixSolu2ons
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Obtain Reliable KPI’s to Show Consistent Progress
Ideas to Take BackKey Points
• You can’t manage what you can’t
measure
• Many people are driven by data /
analytics
• Identify where gaps exist + where
successes can be replicated
• Institute formal customer feedback programs; share
the data & feedback broadly
• Identify the right Key Performance Indicators (KPIs)
for your company and make it part of the lexicon
• Clearly show how improvements in customer
satisfaction, retention, and CLV drive revenue growth
• Use the unstructured verbatim feedback from your
VoC program to underscore the good and not so good
@SatrixSolu2ons
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Cultivate Engaged and Empowered Employees
Ideas to Take Back Key Points
• Engaged employees are more likely stay
and deliver beMer service
• All staff members should understand the
role they play
• Remove unnecessary obstacles so
people can do their jobs effec*vely
• Map the customer journey so everyone knows how they
impact the customer experience
• Provide ongoing coaching and training on CX
• Show a willingness to listen to employees by conducing
internal Employee Opinion Surveys
• Give employees flexibility to do what’s best for the
customer, even if it’s not always the most profitable
@SatrixSolu2ons
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Share Customer Stories Often
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@SatrixSolu2ons
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Stories are a Powerful Way to Convey Desired
Actions
Ideas to Take BackKey Points
• Effective communication boosts
buy-in and motivates employees to
do the right thing
• Consistent reminders and validation
are vital
• Harvest stories by reviewing survey feedback and social
media
• Share details of wins, up-sells, examples of someone
going above and beyond (Team huddles, All-staff
meetings, Intranet)
• Discuss how specific improvements emanated from
customer feedback
• (Unattributed) negative stories can serve as ‘teachable
moments’
@SatrixSolu2ons
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Align Rewards & Recognition Programs
to Customer Success
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@SatrixSolu2ons
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Reward & Recognize Employees
For Supporting Your Customer Success Culture
Ideas to Take BackKey Points
• Acknowledge employees and show
appreciation for desired behaviors
• Reward success; emphasize
accountability
• When an employee does something extraordinary -
celebrate it
• Shout-out in team huddles, spot bonus programs,
customer spotlights, peer recognition, etc.
• Consider tying a % of variable comp to retention or NPS
@SatrixSolu2ons
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An executive team that ‘walks the walk’
Methods to systematically and accurately measure customer satisfaction
A willingness to occasionally sacrifice profits for the customer experience
The resolve to hold staff accountable and recognize / reward success
Ongoing reinforcement of the right behaviors through story-telling
Engaged & empowered employees who are united in their commitment to CS
Widespread recognition of the goal and what’s needed to achieve it
Takeaways for Success
@SatrixSolu2ons
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Get in Touch with Me:
480.773.6120
Evan@satrixsolutions.com
www.linkedin.com/in/evanbklein
SatrixSolutions.com
Evan Klein, Founder &
President
Questions?
@SatrixSolu2ons