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PRODUCED BY
Why Customer Success Without
Cultural Adoption = Failure
Presented by Satrix Solu2ons
PRODUCED BYPRODUCED BY
SatrixSolu*ons.com	
480.773.6120	
	
@satrixsolu*ons	
satrix-solu*ons-llc.	
	
Evan	Klein,	Founder	&	President	
Heather	Timney	Chris*an	Muma	 Russ	Vaughan
PRODUCED BYPRODUCED BY
hMp://blogs-images.forbes.com/suntrust/files/2017/01/Men-pushing-puzzle-pieces-1200x750.jpg?width=480&height=0	
Align Your Organization for Success
Requirements for a Truly
Customer-Centric
Culture
@SatrixSolu2ons
PRODUCED BYPRODUCED BY
Undeveloped
Initiating
Emerging
Sophisticated
World-class
Satrix Solutions Customer Experience
Maturity Model
@SatrixSolu2ons
PRODUCED BYPRODUCED BY
hMp://blogs-images.forbes.com/suntrust/files/2017/01/Men-pushing-puzzle-pieces-1200x750.jpg?width=480&height=0	
Company Leaders Lead By Example
hMp://marke*ng.quantumworkplace.com/hs-fs/hub/99128/file-3914565396-png/blog-files/
blog-2-15-16-who-is-responsible-for-employee-engagement.png	
@SatrixSolu2ons
PRODUCED BYPRODUCED BY
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
PRODUCED BYPRODUCED BY
hMp://s3.amazonaws.com/www.businessintelligence.com/wp-content/uploads/
2015/12/14173339/analy*cs_dish-100633182-primary.idge-1.jpg	
What Metrics or KPIs Are You Tracking?
@SatrixSolu2ons
PRODUCED BYPRODUCED BY
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
PRODUCED BYPRODUCED BY
hMp://s3.amazonaws.com/www.businessintelligence.com/wp-content/uploads/
2015/12/14173339/analy*cs_dish-100633182-primary.idge-1.jpg	
Ensure Employees are Satisfied & Engaged
hMp://www.managers.org.uk/~/media/Images/Insights/
EmployeeEngagement.png	
@SatrixSolu2ons
PRODUCED BYPRODUCED BY
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
PRODUCED BYPRODUCED BY
Share Customer Stories Often
hMp://www.managers.org.uk/~/media/Images/Insights/
EmployeeEngagement.png	
hMp://www.freepik.com/free-vector/business-team-work-pack_833356.htm?utm_campaign=fla*con&utm_medium=banner	
@SatrixSolu2ons
PRODUCED BYPRODUCED BY
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
PRODUCED BYPRODUCED BY
Align Rewards & Recognition Programs
to Customer Success
hMp://www.managers.org.uk/~/media/Images/Insights/
EmployeeEngagement.png	
hMp://business.reviewbuzz.com/images/BES-blog-Employee-Recogni*on-Gihs-1.jpg	
@SatrixSolu2ons
PRODUCED BYPRODUCED BY
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
PRODUCED BYPRODUCED BY
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
PRODUCED BYPRODUCED BY
Get in Touch with Me:
480.773.6120
Evan@satrixsolutions.com
www.linkedin.com/in/evanbklein
SatrixSolutions.com
Evan Klein, Founder &
President
Questions?
@SatrixSolu2ons

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Why Customer Success Without Cultural Adoption = Failure

  • 1. PRODUCED BY Why Customer Success Without Cultural Adoption = Failure Presented by Satrix Solu2ons
  • 3. PRODUCED BYPRODUCED BY hMp://blogs-images.forbes.com/suntrust/files/2017/01/Men-pushing-puzzle-pieces-1200x750.jpg?width=480&height=0 Align Your Organization for Success Requirements for a Truly Customer-Centric Culture @SatrixSolu2ons
  • 4. PRODUCED BYPRODUCED BY Undeveloped Initiating Emerging Sophisticated World-class Satrix Solutions Customer Experience Maturity Model @SatrixSolu2ons
  • 5. PRODUCED BYPRODUCED BY hMp://blogs-images.forbes.com/suntrust/files/2017/01/Men-pushing-puzzle-pieces-1200x750.jpg?width=480&height=0 Company Leaders Lead By Example hMp://marke*ng.quantumworkplace.com/hs-fs/hub/99128/file-3914565396-png/blog-files/ blog-2-15-16-who-is-responsible-for-employee-engagement.png @SatrixSolu2ons
  • 6. PRODUCED BYPRODUCED BY 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
  • 8. PRODUCED BYPRODUCED BY 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
  • 9. PRODUCED BYPRODUCED BY hMp://s3.amazonaws.com/www.businessintelligence.com/wp-content/uploads/ 2015/12/14173339/analy*cs_dish-100633182-primary.idge-1.jpg Ensure Employees are Satisfied & Engaged hMp://www.managers.org.uk/~/media/Images/Insights/ EmployeeEngagement.png @SatrixSolu2ons
  • 10. PRODUCED BYPRODUCED BY 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
  • 11. PRODUCED BYPRODUCED BY Share Customer Stories Often hMp://www.managers.org.uk/~/media/Images/Insights/ EmployeeEngagement.png hMp://www.freepik.com/free-vector/business-team-work-pack_833356.htm?utm_campaign=fla*con&utm_medium=banner @SatrixSolu2ons
  • 12. PRODUCED BYPRODUCED BY 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
  • 13. PRODUCED BYPRODUCED BY Align Rewards & Recognition Programs to Customer Success hMp://www.managers.org.uk/~/media/Images/Insights/ EmployeeEngagement.png hMp://business.reviewbuzz.com/images/BES-blog-Employee-Recogni*on-Gihs-1.jpg @SatrixSolu2ons
  • 14. PRODUCED BYPRODUCED BY 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
  • 15. PRODUCED BYPRODUCED BY 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
  • 16. PRODUCED BYPRODUCED BY Get in Touch with Me: 480.773.6120 Evan@satrixsolutions.com www.linkedin.com/in/evanbklein SatrixSolutions.com Evan Klein, Founder & President Questions? @SatrixSolu2ons