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6 Steps to Effective Account Transitions 

ClientSuccess

Account transitions will be inevitable throughout your tenure as a customer success leader. Whether through promotions, turnover, or new hires, new CSMs are bound to leave or join your customer account teams regularly. First, you and your internal team must identify the best person to take over the account. Want to learn more?

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What is Your Company’s Large Account Management Process?

ClientSuccess

This last factor – resource allocation – can make or break a customer success team’s large account management process. Understanding what your enterprise customers want to achieve with your product can help influence every decision made throughout the customer journey. eBook: Top Customer Success Executives Predict 2020 Trends.

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Top trends for the contact center in 2019 – part 2, effortless & transformative

Noble Systems

In order to respond efficiently and effectively to customer requests, all necessary customer data, relevant account information and knowledge base articles must be accessible through the agent’s unified desktop. Download our ebook to learn what resources and technologies should be on the table for your omnichannel CX program.

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Is Your Customer Success Team Reactive or Proactive? 

ClientSuccess

The best way to stay on top of changing customer sentiments and shifting account goals is to put proactive strategies in place to better handle these kinds of situations. An account has been stagnant – not growing or expanding – for well beyond the normal amount of time. Your team may be REACTIVE if….

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2021 Customer Success Resolutions That Are Actually Attainable

ClientSuccess

While 2020 was a completely unprecedented time for most SaaS organizations, their customers, and their employees, it also forced customer success teams to rethink how they worked with accounts and the services they provide. Build a thorough customer success journey map for every single customer. Want to learn more?

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How to Nail Implementation and Customer Success Handoffs

ChurnZero

Implementation is a project-based team and rolls off customer accounts once the implementation phase is completed. Customer Success uses an account-based model where the customer relationship continues throughout their lifetime. At ChurnZero, we log these notes as an Activity on an Account in the customer’s onboarding journey. .

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Customer Journey Analysis in 6 Easy Steps

Quadient

One of the ways we understand the customer’s experience is through mapping and analyzing the journey through all customer touchpoints. What is Customer Journey Analysis? An alphabet soup of terms has emerged in the customer journey mapping arena. What are the benefits of Customer Journey Analysis?