ClientSuccess

OCTOBER 17, 2018

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. We’ve compiled a list of 12 Customer Success Best Practices That Can Positively Impact Your Work as a CSM. Let’s get started!

Best practices 56

Best practices Chief Customer Officer Customer advocacy SaaS 56

ChurnZero

SEPTEMBER 27, 2024

That’s especially true when it comes to aligning everyone on outcomes and gathering the data to track and measure them, which requires a set of outcomes based customer success best practices. You can find out more about outcomes based customer success, and watch the webinar in full, here.

Best practices 52

Best practices Accountability Sales Feedback 52

CSM Practice

FEBRUARY 24, 2020

The answer varies for different companies, but the customer success team performance metrics below are an excellent place to start. As a customer success team leader , these metrics provide a solution to demonstrate the value of your customer success team to top executives and other teams. Customer Health Metrics.

Metrics 52

Metrics Customer advocacy Customer centricity Accountability 52

CSM Practice

FEBRUARY 24, 2020

The answer varies for different companies, but the customer success team performance metrics below are an excellent place to start. As a customer success team leader , these metrics provide a solution to demonstrate the value of your customer success team to top executives and other teams. Customer Health Metrics.

Metrics 52

Metrics Customer advocacy Customer centricity Accountability 52

ClearAction

JANUARY 20, 2020

Workflow diamonds (decisions to flow forward or circle back) are filters: they prevent poor outputs from reaching customers. Workflow diamond metrics are true leading indicators of future customer experiences, sentiment and behaviors; business results follow suit. 10) Close the Loop with Your Customer Base.

Customer Experience 120

Customer Experience Surveys Metrics Chief Customer Officer 120

CustomerSuccessBox

SEPTEMBER 20, 2021

For Entrepreneurs by David Skok is a blog for entrepreneurs that publishes some of the best content on customer success. David and his blog cover topics such as the SaaS business model and Metrics, 9 steps to get to repeatable, scalable, and profitable growth, Time to Wow!, Top reads: Managing Customer Success to Reduce Churn.

SaaS 64

SaaS Customer centricity B2B Best practices 64

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. What metrics do you watch closely?

Metrics 93

Metrics Sales Best practices Customer advocacy 93

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

ChurnZero

DECEMBER 2, 2021

It’s a wrap on ChurnZero’s 2021 BIG RYG Virtual – our online Customer Success conference. Jessica Jurmann , Director of Customer Success, G2. Watch the session: Customer Advocacy as a Growth Engine. Customer Success leaders need to have business acumen if they want a seat at the table. Software vendors want in.

Customer advocacy 98

Customer advocacy SaaS Chief Customer Officer Sales 98

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. Customer success metrics you should track. Creating a customer success dashboard is an efficient way to accomplish this.

Metrics 52

Metrics Upselling Customer advocacy Best practices 52

Totango

OCTOBER 13, 2020

Each of these people might have different goals, which is why strong customer relationships and leveraging Voice of Customer information to create customer advocacy is critical. CS teams should focus on both types of customers equally, as both are important in your quest for customer advocacy.

Customer advocacy 63

Customer advocacy B2B Enterprise Feedback 63

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 Best practices 52

ClearAction

JANUARY 20, 2020

Workflow diamonds (decisions to flow forward or circle back) are filters: they prevent poor outputs from reaching customers. Workflow diamond metrics are true leading indicators of future customer experiences, sentiment and behaviors; business results follow suit. 10) Close the Loop with Your Customer Base.

Surveys 90

Surveys Metrics Chief Customer Officer Feedback 90

GetFeedback

FEBRUARY 10, 2020

We kicked off our Customer Experience (CX) Ambassadors Program in January featuring an interview with Myshka Sansoin , manager of customer advocacy and self-service activation at BRP. 5 on all three of our key metrics. Q: What has been your biggest customer experience challenge?

Surveys 87

Surveys Customer advocacy Sales Feedback 87

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

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

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

NICE inContact

OCTOBER 5, 2017

Like chemistry, great customer experience measurement combines the right mixture of items in the right proportions to produce a transformative experience your customers will surely notice. Let’s start with a review the classifications of the metrics, as well as common items in each classification in this first of the series.

Customer Experience 54

Customer Experience Average Handle Time Metrics Customer advocacy 54

NICE inContact

OCTOBER 5, 2017

Like chemistry, great customer experience measurement combines the right mixture of items in the right proportions to produce a transformative experience your customers will surely notice. Let’s start with a review the classifications of the metrics, as well as common items in each classification in this first of the series.

Customer Experience 54

Customer Experience Average Handle Time Metrics Customer advocacy 54

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.

Management 52

Management SaaS Customer advocacy Accountability 52

NICE inContact

OCTOBER 5, 2017

Like chemistry, great customer experience measurement combines the right mixture of items in the right proportions to produce a transformative experience your customers will surely notice. Let’s start with a review the classifications of the metrics, as well as common items in each classification in this first of the series.

Customer Experience 49

Customer Experience Average Handle Time Metrics Customer advocacy 49

Pointillist

JUNE 7, 2021

In this year’s survey, we sought to uncover what separates customer experience leaders from laggards. Pointillist surveyed over 1,150 CX, marketing, analytics and customer care professionals from various industries across the world to identify best practices, approaches, benchmarks and tactics used by top performing organizations.

Surveys 71

Surveys Management Journey mapping Customer centricity 71

NICE inContact

OCTOBER 12, 2017

First, let’s take another look at the right combinations of measure for your business, reiterating my previous post: Driving customer loyalty is one thing, while driving customer advocacy is another, and operational efficiency is yet again very separate. NPS is a true relationship measurement, and should be applied as such.

Customer Experience 48

Customer Experience Customer advocacy Metrics Contact Center 48

NICE inContact

OCTOBER 12, 2017

First, let’s take another look at the right combinations of measure for your business, reiterating my previous post: Driving customer loyalty is one thing, while driving customer advocacy is another, and operational efficiency is yet again very separate. NPS is a true relationship measurement, and should be applied as such.

Customer Experience 48

Customer Experience Customer advocacy Metrics Contact Center 48

Amity

JUNE 28, 2017

In the first two parts of this blog series, we argued that while Customer Health Score (CHS) is a helpful metric it is insufficient to address opportunities and challenges with your customers. The good news is that drawing on the experience from other maturity models, we identified a few best practices.

Chief Customer Officer 60

Chief Customer Officer Consulting Consulting CRM 60

ChurnZero

JUNE 27, 2023

In business, particularly among customer success professionals, it conjures up one key question: how can we do more with less? A digital approach is key to improving business growth metrics such as net revenue retention (NRR) and gross revenue retention (GRR). A best practice is to keep your customer journey map to a single page.

Journey mapping 52

Journey mapping SaaS Customer advocacy Finance 52

ClientSuccess

APRIL 4, 2018

This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. What is one customer success best practice you’ve applied in the last few months that has had a positive impact on your success in your role? Question 1.

Management 40

Management Customer advocacy Best practices SaaS 40

CSM Practice

APRIL 16, 2019

ng new customers thr?ugh In this blog, I’m going to share best practices and proven tactics to help your company increase new business deals, accelerate your sales cycle and increase net retention rate using best of breed advocacy playbooks for Customer Success teams.

Customer advocacy 55

Customer advocacy Upselling Management Best practices 55

ChurnZero

DECEMBER 20, 2019

Conversations are no longer driven by product features but rather about customer enablement and alignment on the expected impact from the partnership between the customer and a company. Making customers happy is no longer good enough. . . Is it retention, expansion, advocacy, product feedback, or service delivery?

Chief Customer Officer 61

Chief Customer Officer Sales SaaS Customer centricity 61

CSM Practice

JANUARY 17, 2017

When comparing Customer Success programs for both licensing models, there are four distinct differences between the two: Level of reactiveness. Customer Success metrics. #1. Traditionally speaking, on-premise clients are not accustomed to having a formal Customer Success program. Level of engagement.

SaaS 40

SaaS Accountability Metrics Coaching 40

Influitive

MARCH 29, 2017

What comes to mind when you hear the phrase “online community?” Your company’s support forum? The definition of online community varies depending on who you talk to. Joanne Jacobs, a digital strategist who spoke at a live online session at a past Community Manager Appreciation Day (CMAD), says “Communities are not just.

Management 87

Management Best practices B2B Customer advocacy 87

Influitive

NOVEMBER 16, 2016

With new technologies to help organizations scale, and a shifting focus on the customer experience, the age-old strategy of focusing your marketing efforts on a shortlist of your most desired accounts has suddenly become all the rage. People just can’t stop talking about account-based marketing (ABM). And a new report shows us why.

Accountability 85

Accountability Marketing Technology Customer Experience 85

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. NPS, usage metrics, etc. and Customer Advocacy.

Best practices 19

Best practices Customer advocacy Government Upselling 19

SmartKarrot

NOVEMBER 8, 2022

Role: Director of Customer Success Location: London, England, United Kingdom (Hybrid) Organization: Law Business Research As a Director of Customer Success, you will develop the people, process, and tooling needed to drive meaningful outcomes in the division (GRR, NRR, renewals, customer health, customer advocacy).

Coaching 19

Coaching Customer advocacy SaaS Strategic Value 19

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.

Customer advocacy 19

Customer advocacy Best practices Accountability Coaching 19

SmartKarrot

DECEMBER 20, 2021

Drive customer advocacy in the form of case studies, testimonials, and referrals. Apply here: [link] Role: Customer Success Manager Location: Remote, London, England, United Kingdom Organization: Onfido As a Customer Success Manager, you will manage your existing Book of Business (ongoing usage revenue, renewals, up/cross-sales).

Customer advocacy 3

Customer advocacy Best practices Government Engineering 3

SmartKarrot

DECEMBER 3, 2021

Role: Vice President of Customer Success Location: Remote, United States Organization: Robert Walters As a Vice President of Customer Success, you will work with the leadership team to define CS metrics and develop systems to effectively track these. Boost customer advocacy and NPS through outstanding customer service.

Customer advocacy 19

Customer advocacy Education Technical Support Finance 19