Influitive

JANUARY 16, 2017

Account-based marketing (ABM) is one of the hottest marketing trends right now—and with good reason. Today’s customers don’t want to be treated like just another email address. According to a study by Walker, the customer experience is expected to overtake product and price as a company’s key brand differentiator by.

Accountability 55

Accountability Marketing B2B Personalization 55

ClientSuccess

NOVEMBER 24, 2021

Over the past few weeks, we’ve been exploring some of the different types of customer marketing initiatives that CSMs can own to deliver fantastic customer experiences. Today, we’re going to take a look at a fourth customer marketing initiative: engagement. eBook: Customer Success Best Practices from 20+ Executives.

Marketing 52

Marketing Customer advocacy Customer centricity Best practices 52

Influitive

MARCH 7, 2017

Account-based marketing (ABM) is one of the hottest marketing trends of 2017. According to SiriusDecisions, 58% of B2B companies planned to invest in ABM technology or services last year. However, many companies only use traditional tactics, like retargeted ads and email nurtures, to engage ideal prospects.

Accountability 45

Accountability Marketing B2B Sales 45

ClearAction

JANUARY 20, 2020

6) Reset CXM Roles as Facilitators of CX Accountability. A decision out-of-sync with intentional CX by one or a few employees can rapidly and severely erode customer trust, word-of-mouth, goodwill, and stock value. Use customer surveys to validate the workflow metrics tied to customer advocacy.

Customer Experience 120

Customer Experience Surveys Metrics Feedback 120

CSM Practice

FEBRUARY 24, 2020

The job of the customer success team entails myriads of responsibilities, including proper onboarding, increasing product usage, proactively managing accounts, customer engagements, and training , expanding and renewing accounts, and so on. 5. Advocacy Activity. About CSM Practice.

Metrics 59

Metrics Customer advocacy Customer centricity Customer effort 59

Totango

OCTOBER 22, 2019

Segment the following customers: New customers pending onboarding. Currently onboarding customers . Best practices: . Ensure that all client notes are passed from the sales team so your CS team thoroughly understands the customer’s goals. Proactively manage customer communications. At-risk customers.

Best practices 49

Best practices Customer advocacy Upselling Accountability 49

ClientSuccess

NOVEMBER 22, 2021

From checking in with clients during weekly calls to ‘scoring’ accounts in your CRM, customer sentiment drives many of the strategic projects and growth initiatives for your customers. But did you know sentiment management can also be a customer marketing focus?

Marketing 52

Marketing Customer advocacy Surveys CRM 52

CustomerSuccessBox

AUGUST 10, 2021

And this is where customer health score come into the picture. At every stage, you need some kind of a health score to evaluate the status of the account and decide how you would engage with the account to take it ahead in the journey. Who Is Using a Customer Health Score? Some Customer Health Score Trends.

Customer advocacy 52

Customer advocacy Customer retention Benchmark Surveys 52

ClientSuccess

OCTOBER 22, 2019

As a CSM or customer success team manager, you’ve probably heard the term ‘customer advocacy’ tossed around a time or two. There’s no denying that this customer engagement trend is here to stay. The growth of customer advocacy has been a boon for customer success teams for a few reasons.

Customer advocacy 40

Customer advocacy SaaS Upselling Accountability 40

CSM Practice

FEBRUARY 24, 2020

The job of the customer success team entails myriads of responsibilities, including proper onboarding, increasing product usage, proactively managing accounts, customer engagements, and training , expanding and renewing accounts, and so on. 5. Advocacy Activity. About CSM Practice.

Metrics 52

Metrics Customer advocacy Customer centricity Accountability 52

CSM Practice

FEBRUARY 24, 2020

The job of the customer success team entails myriads of responsibilities, including proper onboarding, increasing product usage, proactively managing accounts, customer engagements, and training , expanding and renewing accounts, and so on. 5. Advocacy Activity. About CSM Practice.

Metrics 52

Metrics Customer advocacy Customer centricity Accountability 52

CSM Practice

MARCH 26, 2017

Customer advocacy has been a hot topic for customer success teams, so this week I sat down with Jesse Goldman , VP of Customer Success at Influitive to learn how he promotes customer success at Influitive through their best-of-breed advocacy program. Who owns customer advocacy at Influitive?

Customer advocacy 49

Customer advocacy Marketing Metrics Feedback 49

CustomerSuccessBox

MAY 31, 2021

And to understand how to enhance Customer Success Management, check out this article on 5 Best Practices to Enhance your Customer Success Management. Essential Responsibilities of Customer Success Managers. Onboarding Customers. Well, that depends on two key aspects.

Management 52

Management SaaS Customer advocacy Accountability 52

ProProfs Blog

MAY 1, 2020

Did you know that 56% of people around the globe believe that companies need to take action on feedback provided by their customers? Well, customer feedback is exactly what’s going to help your business improve its customer service process efficiently. Eventually, they have to use them.

Customer Service 128

Customer Service Customer Support Education Feedback 128

inSided

SEPTEMBER 22, 2022

And by building those digital capabilities you will eventually offset the cost required to service each account, by being able to handle more customers with a similar or more efficient investment. A CSM is only able to handle a set amount of accounts, requests, calls, whatever per day. Ha, that look on your face. Let's explain.

Education 59

Education SaaS Accountability Best practices 59

CustomerSuccessBox

DECEMBER 13, 2021

Jay Nathan is the Chief Customer Officer at Higher Logic. In 2020, he co-founded Gain Grow Retain, a community for customer success leaders. Here, he talks about the best practices in Customer Onboarding. It is aimed at creating an ever-growing knowledge base to help customers scale up faster.

Chief Customer Officer 52

Chief Customer Officer SaaS Best practices Customer advocacy 52

CustomerSuccessBox

MARCH 17, 2022

A Customer Success playbook is a list of proactive, and best practice actions that CSMs must perform! It is a series of tasks that can be delegated to an account or a group of users at different points of their customer journey to help them adopt your product successfully. Customer Advocacy Playbook.

Customer advocacy 52

Customer advocacy Upselling SaaS B2B 52

Influitive

MAY 19, 2016

According to the Myers-Briggs Type Indicator scale , CFOs and those who work in accounting or auditing fall into the ISTJ classification: they’re Introverts, Sensing, Thinking, and Judging people who are committed to responsibilities, organized and who logically analyze every situation. Keep posts short and to the point.”. Download now.

Finance 40

Finance Customer advocacy Education Marketing 40

ClearAction

JANUARY 20, 2020

6) Reset CXM Roles as Facilitators of CX Accountability. A decision out-of-sync with intentional CX by one or a few employees can rapidly and severely erode customer trust, word-of-mouth, goodwill, and stock value. Use customer surveys to validate the workflow metrics tied to customer advocacy.

Surveys 90

Surveys Metrics Feedback Chief Customer Officer 90

CustomerSuccessBox

MAY 9, 2022

The third component is a set of KPIs that monitor the performance of their own teams since most heads of CS also have functional responsibility for post-sales customer-facing functions. With more complex metrics, you can take your customer insights to the next level. Customer Success KPIs.

Metrics 52

Metrics Upselling Customer advocacy CRM 52

InGenius

DECEMBER 19, 2019

Not just an exhibitor, we were excited to join our customers in several different presentation tracks and keynote sessions: Revolutionizing Salesforce Phone Integration and the Future of CTI , featuring partner Illuma Labs. ComSci led the way on best practices sharing for going beyond cost transparency.

Contact Center 98

Contact Center Customer centricity Enterprise Finance 98

ChurnZero

JUNE 27, 2023

Subjective external: NPS, customer satisfaction scores (CSAT), customer advocacy and perceived return on investment (ROI). It’s worth noting that organizing data is considerably easier if your company uses a unique account identifier—that is one code that uniquely identifies a customer universally across all company systems.

Journey mapping 52

Journey mapping SaaS Customer advocacy Finance 52

Totango

OCTOBER 29, 2019

And the best CS teams main priorities include : Product adoption. Customer advocacy. Customer support. Not only will your CS team solve customers’ problems, but they will also help customers have a voice within your company by sharing and acting on their feedback. Onboarding. Churn Reduction.

Upselling 61

Upselling Customer advocacy Feedback Accountability 61

Eptica

AUGUST 2, 2017

Equally, some benefits are indirect i.e. they directly benefit the customer which in turn produces an indirect benefit to the organization – such as increased loyalty or customer advocacy. You might also be interested in these posts: Transforming customer experience in local authorities. Addressing the last point.

Technology 48

Technology Benchmark Customer advocacy Best practices 48

AskNicely

OCTOBER 1, 2018

How to Choose The Best NPS Software For Your Customer Feedback Program. You understand NPS best practices and have a plan in place to create an awesome program that will automate voice of the customer and parlay that into advocacy. You are ready to go from customer conscious to customer powered.

APIs 60

APIs Surveys Best practices CRM 60

Education Services Group

MARCH 31, 2022

Speakers: Sara Bochino , Vice President of Customer Success at talech , Ari Hoffman, Global Director of Customer Advocacy at Crowdvocate and Megan Macaluso , Sr. Director of Customer Success Strategy at Convercent. Peter Armaly joined Marley Wagner to co-host this month’s Customer Success Unlocked webinar.

Customer advocacy 52

Customer advocacy CRM Accountability Marketing 52

Amity

JANUARY 20, 2016

In this article, Catherine Blackmore identifies the different ways each department can drive change by aligning their goals with Customer Success. While the charter of Customer Success is to drive product adoption and help customers unlock the value of your solution, many departments are stuck in red account hell.

SaaS 48

SaaS Accountability Customer advocacy Upselling 48

Nicereply

MAY 22, 2023

The experience of your team can make the process of developing guidelines easier, so be patient and allow your team to collect the most common questions from your customers. Don’t hesitate to use templates and best practices from the professionals of the industry.

Complaint resolution 52

Complaint resolution Feedback Customer Support Surveys 52

Amity

APRIL 24, 2017

It wasn’t until we closed some deals that a couple of our customers started to ask about implementation, onboarding, and best practices. Being the keener that I was, I volunteered to work out an implementation plan, and that’s how Customer Success was born at Loopio.

Metrics 93

Metrics Sales Best practices Customer advocacy 93

Influitive

JULY 13, 2018

Looking to work your way into tough-to-crack ABM target accounts? Let me tell you something. No volume of banner ads, emails, LinkedIn messages, or cold calls will establish the trust you need to start those conversations. Your prospects crave relevancy and authenticity, and they will ignore any messages that don’t speak to them.

Accountability 75

Accountability Best practices Customer advocacy B2B 75

Education Services Group

JUNE 12, 2023

Not everyone does it exactly like this, but we’ve seen many a customer journey map in all our years helping businesses build them. While there is no universally accepted, one-size-fits-all model for the journey, we’ve divided it into the five stages that broadly fit CS best practices the most.

Journey mapping 52

Journey mapping Best practices Benchmark Sales 52

CSM Practice

JANUARY 17, 2017

To achieve a successful customization process, Customer Success programs for on-premise typically include some form of a Technical Account Management (TAM) as well as other value-added services that the customer can opt into for a fee. To leverage these opportunities, the role of a CSM must be valued and appreciated.

SaaS 40

SaaS Accountability Metrics Coaching 40

SmartKarrot

NOVEMBER 22, 2022

Role: Director, Customer Success Location: Remote, United States Organization: iHeartMedia As a Director of Customer Success, you will work with the SVP, Digital Solutions and lead the efforts for operational excellence of the Account Management team. Continuously research and learn from best practices in the industry.

Best practices 19

Best practices Customer advocacy Upselling Government 19

ChurnZero

DECEMBER 20, 2019

Greater collaboration between C S and Sales will result in “pods” of sales, C SMs , Consultants and Product Managers driving the expansion of target customers. Data and sentiment will help these “pods” identify advocates and quantify the benefit of greater customer advocacy. The best and worst customers get enough attention.

Chief Customer Officer 61

Chief Customer Officer Sales SaaS Customer centricity 61

SmartKarrot

FEBRUARY 18, 2022

Role: Director of Customer Success Location: San Francisco Bay Area, US (On-site) Organization: Gorgias As a Director of Customer Success, you will create and execute scalable strategies to improve customer engagement, CSAT, product usage, and retention. Manage the CSM team via 2 Leads.

Customer advocacy 19

Customer advocacy Best practices Coaching Accountability 19

SmartKarrot

APRIL 18, 2022

Drive employee engagement and a high-performance culture within the teams, ensuring effective performance management, coaching, and development of the teams, and creating an environment where people can excel through accountability, encouragement, and empowerment. Drives innovation, best practices, and process improvement.

Advertising 19

Advertising Customer advocacy Finance Best practices 19

SmartKarrot

MAY 11, 2023

Role: Customer Success Manager Location: United States (Remote) Organization: Cherry As a Customer Success Manager, you’ll establish connections with a variety of partner practises to promote mutual success by retaining and increasing Cherry transaction volume. Provide white-glove treatment to our most critical customers.

Customer advocacy 19

Customer advocacy Enterprise industry standards Accountability 19