Education Services Group

JULY 5, 2023

Every customer journey map is a little bit different (or a lot different) depending on many factors, but one thing they all have in common is the end of the contract term. In our universal customer journey map, Loyalty comes after Service, and it’s not just about renewal. Loyalty – The story continues…forever?

Journey mapping 52

Journey mapping Engineering Sales Enterprise 52

Totango

NOVEMBER 10, 2023

Is the customer journey mapping exercise a worthwhile effort? At the same time, the ability to keep a pulse on those changing dynamics is crucial to customer success—and a well implemented customer journey map can help do that. The key to making the customer journey map purposeful? We hope so!

Journey mapping 104

Journey mapping Construction B2B Education 104

Totango

FEBRUARY 23, 2022

Your SaaS customer journey map lays out optimized outcomes that lead to customer renewals, upsells, and referrals. First, we’ll define what a SaaS customer journey is, break it down into stages, and explain why mapping it out is important. Each stage in the customer’s journey builds on the previous stage.

SaaS 117

SaaS Journey mapping Upselling Best practices 117

Totango

JUNE 24, 2022

While the challenges SaaS presents for customer success can be formidable, SaaS also offers some major advantages for software providers: The digital nature of SaaS means that providers can engage with clients digitally throughout their customer journey. Start with a SaaS Customer Journey Map. Establish Your SaaS CS KPIs.

Best practices 109

Best practices SaaS Journey mapping B2C 109

Totango

NOVEMBER 5, 2021

Also, something that makes our team unique is that we have a team of about four or five people who focus on the journey map and the lifecycle management of the customer. So, that team is kind of like the architect who designs the journey for the customer. Sometimes there are several contacts associated with an account.

Journey mapping 115

Journey mapping Accountability Marketing Metrics 115

ClientSuccess

SEPTEMBER 8, 2020

When a SaaS organization is in the midst of scaling, there comes a time when there starts to be a clear differentiation between SMB customers and enterprise customers. This last factor – resource allocation – can make or break a customer success team’s large account management process.

Accountability 52

Accountability Management SaaS Journey mapping 52

Totango

MAY 6, 2022

We’ll define customer health score, what metrics go into it, and what it tells you about customer accounts. An average result indicates that the customer relationship is strained, placing the account at risk of churn. Usage : How often do customers use their accounts, what features do they use, and how long per session?

Best practices 124

Best practices Upselling Journey mapping Metrics 124

Totango

JULY 11, 2023

G2 recognizes Totango as a leader in customer success G2 , the software industry’s largest and most trusted marketplace, unveiled their 2023 summer report, and there are cheers all-around, as Totango was honored with 15 leader badges, including “Most Implementable” in the Enterprise Implementation Index for Customer Success software!

Journey mapping 88

Journey mapping Enterprise Accountability Feedback 88

ChurnZero

JANUARY 10, 2025

Digital customer success trend #3: More digital in the enterprise The debate on whether digital is a segment or a strategy rages on (and honestly, will probably never end). In the enterprise space, where customers often have a dedicated CSM, automation and digital strategies should be used to compliment and strengthen those relationships.

B2B 52

B2B Journey mapping Metrics Enterprise 52

Totango

MARCH 23, 2021

Finding gaps that could cause the journey to break when transitioning across devices or mediums of engagement (such as problems transitioning from virtual chat support to phone conversations or handing off accounts from the sales team to the customer success team). Map out your customer journey visually.

Journey mapping 93

Journey mapping SaaS Best practices Benchmark 93

Totango

AUGUST 23, 2022

Then, we’ll consider why B2B touchpoints are useful for customer success teams and why mapping them out is such a powerful strategy. Finally, we’ll offer some guidelines on how to structure your B2B customer journey map around key touchpoints and how to use technology to automate an effective touchpoint management strategy.

B2B 122

B2B Journey mapping SaaS Upselling 122

Totango

OCTOBER 20, 2021

A customer journey map systematically outlines what should happen at each stage in order for customers to enjoy a satisfying experience. How to Optimize Your Customer Journeys. There are many methods you can use to optimize customer journeys. Focus on intervening with renewals of accounts which are at risk of churn.

Journey mapping 99

Journey mapping Benchmark Best practices Accountability 99

ChurnZero

MARCH 22, 2023

There are three foundational areas of CS where I see teams miss the mark: customer segmentation, journey mapping, and team structure design. You might have customers who are small businesses and others who are enterprises. Journey mapping Once you have segmentation sorted out, you need a customer journey for each segment.

Journey mapping 97

Journey mapping Finance Benchmark Enterprise 97

Totango

MAY 10, 2022

In this blog, we’ll look at the essentials of a customer engagement strategy, particularly how to use it to engage enterprise clients. After considering what a customer engagement strategy is and its benefits, we’ll offer ten key tips for keeping enterprise executives and stakeholders engaged. Adoption of advanced product features.

Journey mapping 81

Journey mapping SaaS Enterprise B2B 81

Totango

NOVEMBER 5, 2021

Also, something that makes our team unique is that we have a team of about four or five people who focus on the journey map and the lifecycle management of the customer. So, that team is kind of like the architect who designs the journey for the customer. Sometimes there are several contacts associated with an account.

Journey mapping 91

Journey mapping Accountability Marketing Metrics 91

Totango

MARCH 21, 2023

Get started with customer journey mapping Establishing an effective customer journey map for your business can be a daunting task. The post 3 ways to effectively scale your CS operation appeared first on Best Customer Success Blog: Articles for Enterprise Growth.

Journey mapping 86

Journey mapping Benchmark Metrics Surveys 86

Totango

FEBRUARY 10, 2021

Set success goals for each stage of your customer journey map. Set Success Goals for Each Stage of Your Customer Journey Map. A great way to do this is to create a customer journey map. For example, you might segregate all customers who have five or more users on their account.

Customer retention 90

Customer retention Journey mapping SaaS Benchmark 90

Pointillist

SEPTEMBER 10, 2020

By Steve Offsey The goal of customer journey orchestration is to improve journey outcomes by enabling the most relevant interactions in the context of each customer’s goals and their overall experience. What is Customer Journey Orchestration? Journey orchestration goes beyond traditional personalization techniques.

Personalization 128

Personalization Interactive Voice Response Enterprise Upselling 128

Totango

AUGUST 18, 2022

Assigning account managers. Activating accounts. Thus, in your customer journey map , onboarding fills in the gap between your customer’s conversion to a premium buyer and their adoption of your product into their daily workflow. Ensure that your platform of choice is scalable to grow and evolve alongside your enterprise.

Journey mapping 99

Journey mapping SaaS Upselling Enterprise 99

Totango

MARCH 27, 2020

However, choosing the best solution for your enterprise is critical to optimizing lifecycle management and maximizing success. Choosing the Best B2B Customer Lifecycle Management Solution for Your Enterprise. Good B2B Customer Lifecycle Management (CLM) solutions set both you and your customers up for long-term success.

B2B 83

B2B Management Journey mapping Enterprise 83

Totango

DECEMBER 1, 2021

This provides transparency and accountability and empowers a data-driven approach to customer success. You can define KPIs for any stage of the customer journey , including onboarding, adoption, and expansion. As with KPIs, tasks can be keyed to a customer journey map template for organizational structure and clarity.

Government 103

Government Journey mapping Accountability Benchmark 103

Totango

AUGUST 9, 2022

Differentiating customer journeys : Customer journey maps outline the steps in your clients’ interactions with your brand and the actions you should take at each stage to promote a satisfying experience. Segmentation lets you customize journey maps for different customer segments for more personalized and enjoyable experiences.

Best practices 106

Best practices B2B Journey mapping Upselling 106

ClientSuccess

NOVEMBER 15, 2017

But while it may take on a different look than customer lifecycles at different size companies, it’s still vitally important to map out the customer experience and plan for various stages. For this blog, we’re going to focus on the customer journey that begins the moment a sale is closed.

Enterprise 40

Enterprise Journey mapping Management Benchmark 40

Totango

SEPTEMBER 1, 2022

QBRs in SaaS usually involve business clients, particularly clients with larger accounts, requiring more attention. Totango’s platform has out-of-the-box modules with built-in KPIs and automatically triggered workflows to optimize each stage of your customer’s journey. Updating goals, strategies, and KPIs to pursue future objectives.

SaaS 104

SaaS Journey mapping Upselling Best practices 104

ClearAction

DECEMBER 16, 2017

Or when your company provides specialized industrial goods, ingredients or components for customers’ products, enterprise software versus desktop software, or business services? DO THIS: Identify all parties within a customer account with the power to kill a buying decision. Account Teams in B2B Customer Experience: Help Me Help You.

B2B 86

B2B Customer Experience Benchmark Journey mapping 86

Totango

DECEMBER 16, 2020

One of the most exciting new trends in customer success is the emergence of out-of-the-box solutions that allow you to automate the implementation of optimized customer journey maps. This technology provides you with pre-designed templates for each stage of your customer journey, from lead acquisition to retention.

Journey mapping 72

Journey mapping Best practices Accountability Big data 72

Liveops

JANUARY 25, 2019

While a good number of the solutions we’ve included here are designed for enterprise organizations, we made sure to feature many resources companies of any size can use to nurture and grow their audiences. Schedule and syndicate social media posts for multiple platforms and accounts in advance with just a few clicks. CFN Insight.

Technology 82

Technology Customer Experience Journey mapping Enterprise 82

Totango

OCTOBER 20, 2021

A customer journey map systematically outlines what should happen at each stage in order for customers to enjoy a satisfying experience. How to Optimize Your Customer Journeys. There are many methods you can use to optimize customer journeys. Focus on intervening with renewals of accounts which are at risk of churn.

Journey mapping 76

Journey mapping Benchmark Best practices Accountability 76

Noble Systems

FEBRUARY 20, 2019

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. Incorporate Journey Mapping and Orchestration. This will decrease handle time and minimize customer frustration.

Contact Center 75

Contact Center Journey mapping Self service Cloud contact 75

Totango

AUGUST 11, 2022

This makes managing digital customer relationships significantly more complex operationally and technologically than traditional customer account management. If the decision-maker isn’t engaged, the account is at risk. Automated KPI monitoring can be set up to trigger alerts when accounts fall short of target goals.

SaaS 113

SaaS Journey mapping B2B Upselling 113

Totango

MAY 11, 2021

The first step is to identify the key stakeholders for a given account and their roles. Determine who the stakeholders are for specific accounts. Once you have a list of the stakeholders for a given account, you can categorize them in order to develop communication strategies that match their roles. Legal advisors.

Management 91

Management Journey mapping Best practices Metrics 91

Totango

MARCH 4, 2022

When delivered manually, it may be handled by dedicated customer service agents or by other company representatives, such as account managers and customer success managers. In many cases, a dedicated customer success manager is assigned to an individual customer account. B2B customer service may be manual or automated.

B2B 98

B2B Customer Service B2C Interactive Voice Response 98

Totango

DECEMBER 6, 2021

Older approaches viewed the customer journey from the perspective of the seller, visualizing the customer experience as a linear progression toward sales conversion using the image of a funnel channeling prospects toward sales.

SaaS 99

SaaS Journey mapping Best practices Customer advocacy 99

Education Services Group

JULY 28, 2019

You wouldn’t ask your accountant for help with child care. Segmentation drives how you engage with customers, who is working with them, how you create customer journey maps, and how your customers are being marketed to — appropriately segmenting them is critical to fostering Customer Success and more broad business success.

Accountability 40

Accountability Journey mapping Marketing Upselling 40

Education Services Group

JULY 20, 2021

Scheduling/automating QBRs and touchpoint tasks can be simple ways to help time manage accounts so the CSM doesn’t have to comb through their full account list each day or week. How do you recommend approaching managing the health of an account when CSMs have 200+ accounts? It’s worth it.

Accountability 98

Accountability Chatbots Surveys Journey mapping 98

Quadient

JULY 25, 2022

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.

Journey mapping 52

Journey mapping Multichannel Enterprise Personalization 52

Avaya

JANUARY 16, 2018

The rise (and simplification) of customer journey mapping. Our data shows that 70% of companies believe improving customer experience requires mapping out ‘desired state’ customer journeys. Security, Privacy and Accountability Pressures Spike. The question we have is: how can this be made simpler?

Journey mapping 72

Journey mapping Contact Center Enterprise Personalization 72