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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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The ultimate guide customer success in SaaS

ChurnZero

What’s the difference between customer success, customer support, account management, and professional services? Understand the unique roles of customer success compared to customer support, account management, and professional services. Customer journeys: map out the customer lifecycle and key touchpoints.

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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?

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Choosing your Customer Journey Software: our best tips

Quadient

Customer journey mapping software is the one tool you must have in your customer experience toolbox. What is customer journey software? . Customer journey software enables a business to create a customer journey map which helps them to visualize the process a customer goes through to accomplish a goal.

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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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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….