Intercom, Inc.

AUGUST 16, 2022

Now is the time for support leaders to level up previous support strategies and adopt new tactics. But don’t worry if you’re not yet familiar with “in-context support” – today, we’re showing you its power and how to get your strategy started. Ready to up-level your support strategy?

Headcount 118

Headcount Scale Sales Hiring Customer Lifetime Value 118

Neil Patel

OCTOBER 24, 2020

The only way that a good consultant can meet challenges and identify opportunities is when they have years of experience and expertise to create effective strategies. Effective Communication Skills. Strong communication skills – oral as well as written – is mandatory for a good consultant. Experience and Expertise.

Consulting 132

Consulting Sales Hiring Technical Review Sales Recruiting 132

Valuize Consulting

JUNE 9, 2022

With only a Director of Operations who answers to your VP of CS, you have no one to focus on the strategy driving your CS Operations, the engine that powers your entire Customer Success organization. 3 Key Qualities To Look For In A Top-Rate Customer Success Operations Leader. Leadership & Business Strategy Expertise.

Sales Hiring 52

Sales Hiring Customer Success Scale Leadership 52

Neil Patel

JULY 31, 2021

Decide what you want from each stage of the funnel; for example, maybe you want to increase your traffic at the top of the funnel, boost your engagement rate in the middle, and increase your conversions at the end. Marketing strategies at this stage could include free trials, actionable emails, and CTAs, or calls to action.

Software Review 145

Software Review Social Media Sales Funnel Branding 145

SmartKarrot

APRIL 17, 2023

AI chatbots offer a cost-effective way to automate tasks, streamline communication, and provide a personalized user experience , making them a popular tool for businesses. Improved efficiency: Chatbots can handle multiple conversations simultaneously, increasing productivity and reducing response times.

Artificial Intelligence 10

Artificial Intelligence Communication Machine Learning AI 10

ChurnZero

JUNE 12, 2020

As Customer Success teams continue to mature, and their need to scale and automate grows , having their own operations roles will become evermore essential and prevalent. Why You Need Operations to Scale. Poor strategy, organization, and execution hurt your productivity and therefore your scalability.

Customer Success 80

Customer Success Scale Underperforming Technical Team Sales Hiring 80

Sales Enablement, SaaS and Growth

MARCH 23, 2020

MSPOTs are a valuable tool for a number of reasons - they drive alignment and communicate in simple terms what can often be a complex area. Strategy - annually changes. I favour the DARCI Accountability Grid as it forces you to be thoughtful about communication, while empowering you to make decisions and move forward.

Underperforming Technical Team 213

Underperforming Technical Team Scale Sales Hiring Marketplace as a Service 213

SmartKarrot

FEBRUARY 9, 2023

Determine chances for growth by keeping an eye on consumer product usage, industry news and changes, and developing strategic account strategies with sales to expand to other teams. Establish quarterly business reviews (“QBRs”) to gauge the health of your customers, get feedback, and communicate planned product upgrades.

Customer Success 19

Customer Success Sales Recruiting Technical Review Outsourced Development 19

Neil Patel

NOVEMBER 30, 2020

iPaaS makes this possible through: Automatic data syncing across systems On-the-go access to data Centralized communications between departments Streamlined campaigns Improved access to real-time data for critical decision making. What’s important for your marketing strategy? Decide What You Want to Do With Data in iPaaS. Conclusion.

Marketing 110

Marketing Scale Technical Review compliance 110

SmartKarrot

FEBRUARY 21, 2023

Line manage the team, cultivate a positive team culture, hold regular 1-on-1 meetings and team gatherings, and make sure that decisions, plans, and goals are communicated and that problems are promptly fixed. Use appropriate data and a data-driven strategy. Establish, control, and share KPIs for customer success.

Customer Success 19

Customer Success Merchant Services Sales Recruiting Sales Hiring 19

SaaStr

MARCH 15, 2024

Last week, they launched a product called Vimeo Central, a complete suite for using video in collaboration and employee engagement. They sell a lot into internal video, which is employee engagement. In their most recent earnings call, they made a change in strategy to lean more into product-led. There is a lot, yet more to do.

AI Search 216

AI Search SaaS Advertising Sales Hiring 216

OpenView Labs

FEBRUARY 11, 2021

It tracks the quality of engagement with your product and is a non-financial leading indicator of your product’s usage. ” It’s natural to go to payments per user or even user logins, but they rarely indicate user engagement. Offering free usage is par for the course as a SaaS customer acquisition strategy.

Scale 52

Scale Payment Methods Payment Services Systems Review 52

SmartKarrot

AUGUST 17, 2021

Tracking adoption KPI metrics and tying them to ROI for the customer including improvements in quality, communications, and safety domains. Drive operational efficiency by automating and improving processes and best practices. Develop and facilitate new sales and up-sell opportunities for the current Clients.

Customer Success 19

Customer Success Outsourced Development Operational efficiency. Education 19

Valuize Consulting

OCTOBER 28, 2021

As a discipline, Marketing creates and distributes content with the intent of sharing high-level subject matter expertise, promoting future events and generating user engagement. Instead, your CS team should use the Marketing content calendar as a means to amplify, scale and personalize these engagement opportunities with customers.

Scale 52

Scale Engagement Scaling Technical Advisors 52

SmartKarrot

MARCH 18, 2021

Paul Area, US Organization: Sportsdigita As a Director of Customer Success, you will elevate the customer experience by being the subject matter expert and sharing best practices and key success factors as well as understanding the client’s business objectives, strategy and pain points. Build strong customer relationships with key clients.

Customer Success 10

Customer Success Sales Recruiting Technical Review Software Review 10

SmartKarrot

APRIL 28, 2021

Set expectations (timing, offers, selection) & explaining the engagement process to clients for launching business applications. Coordinate between REEF operations and client, including site surveys, walk-throughs, application deployment, to ensure the success of new applications.

Customer Success 10

Customer Success Underperforming Technical Team Payment Services Payment Methods 10

SmartKarrot

DECEMBER 21, 2020

Increase customer engagement through the implementation of quarterly and executive business reviews. Partner with product and engineering to advise on valuable product feedback and proactively communicate product updates and releases to customers. Engage with customers through defined calls to action and 1:m value-based sessions.

Customer Success 10

Customer Success Scale Leadership SMB 10

SmartKarrot

AUGUST 9, 2022

Creating an organizational culture that encourages constant innovation and digital transformation can also ensure that employees are consistently challenged and engaged. Operational Efficiency. SaaS companies can significantly increase operational efficiency without allocating large amounts of scarce financial resources.

Scale 10

Scale Sales Recruiting Business SaaS 10

SmartKarrot

AUGUST 9, 2022

Creating an organizational culture that encourages constant innovation and digital transformation can also ensure that employees are consistently challenged and engaged. Operational Efficiency. SaaS companies can significantly increase operational efficiency without allocating large amounts of scarce financial resources.

Scale 10

Scale Sales Recruiting Business SaaS 10

User Pilot

NOVEMBER 14, 2023

Essentially, reports communicate information, while analytics provide context and insight. Types of reports include financial reports, marketing reports, sales reports, management reports, operational reports, and product usage reports. On the other hand, reporting analytics is a communication tool. Cohort analysis in Userpilot.

Sales Hiring 107

Sales Hiring Trends Data Retention 107

SmartKarrot

MAY 10, 2021

Lead account strategy in generating and developing business growth opportunities, working collaboratively with leaders, and Product. Maintain clear and updated documentation on all information gathered to ensure the rest of the team is enabled to operate efficiently.

Customer Success 10

Customer Success Payment Services Sales Recruiting Payments 10

SmartKarrot

NOVEMBER 3, 2020

Drive a high performing CS team strategy with a highly consultative, analytic, and customer-centric mentality to cater to both SMB and enterprise-level accounts. Design and launch eLearning and other critical programs to improve customer experience and operational efficiency. Maintain detailed records of assigned customers.

Customer Success 10

Customer Success Scale SMB Consulting 10

SmartKarrot

APRIL 9, 2020

As a Customer Success Manager, you’ll focus on customers in the post-implementation phase, taking a data-driven approach to understanding customer objectives and promoting industry-leading adoption and product-use expansion strategies.

Customer Success 10

Customer Success Technical Review Software Review Systems Review 10

SmartKarrot

OCTOBER 27, 2020

This is the bottomline of implementing any customer success strategy. Operational efficiency. What type of engagement model would you want to maintain with the customers – high-touch or low-touch or tech-touch. Make sure you communicate these goals to them in a clear manner and get their agreement on the same.

Customer Success 10

Customer Success Scale Traceability Sales Hiring 10

Totango

NOVEMBER 6, 2020

When SAP, one of the world’s largest enterprise software companies, went in search of a way to improve customer retention and expansion, they chose a data-driven customer engagement model. Steps to Successful Data-Driven Customer Engagement. Scale Action to Efficiently Retain Customers. Turn Understanding into Action.

Engagement 48

Engagement Data Scale Customer Lifetime Value 48

SmartKarrot

FEBRUARY 6, 2024

This challenge has given rise to the concept of omnichannel strategies, a comprehensive approach that aims to create a consistent and unified experience for customers across all platforms. We will delve into the importance of omnichannel strategies and explore how businesses can implement them to achieve sustained customer success.

Customer Success 10

Customer Success Strategy Social Media Artificial Intelligence 10

ChurnZero

DECEMBER 2, 2022

Does your Customer Success team have the right structure, workload, and engagement model to hit its goals? If (nearly) missed targets are becoming the norm, it might be time for you to dust off and revamp your customer segmentation strategy. Related reading: Five lessons in communication from ChurnZero’s big a$$ book shift.

Headcount 98

Headcount Underperforming Technical Team Scale Outsourced Development 98

Subscription Flow

FEBRUARY 14, 2024

In short, by implementing this strategy, you get to have your cake and eat it too. Increased Involvement of Members: Making engaging and personalized experiences for your members is the third significant aspect of Salesforce membership management. Keeping all this context in mind, we will divide this blog into three sections.

Payment Features 52

Payment Features Payment Solutions Payments SaaS Payments 52

Subscription Flow

NOVEMBER 30, 2023

So, companies that target other small companies have their own billing and payment plans and strategies. This convergence makes it easier to communicate, improves customer insights, and allows for a more customised experience. Small companies having limited business needs and requirements are easy to hunt and on board.

Payments 59

Payments Payment Solutions Payment Services SaaS Payments 59

SmartKarrot

JANUARY 19, 2022

Implement call center and interdepartmental initiatives to enhance operational efficiency and delivery of quality call center performance. Work closely with the VP of Client Success and various leaders to align on strategy and develop scalable growth. Communicate and collaborate effectively across all internal teams.

Merchant Services 3

Merchant Services Customer Success Scale Outsourced Development 3

User Pilot

MARCH 4, 2024

Improves operational efficiency : Optimizing conversion processes can reduce costs associated with customer acquisition and support. Once a user has signed up, you can leverage this initial engagement to ask for essential information through welcome surveys. Userpilot ’s signup page.

SaaS Payments 86

SaaS Payments Payment Services Payment Solutions Payment Methods 86

CustomerSuccessBox

MAY 17, 2021

Top 6 strategies/hacks to retain customers. Effective Communication. Effective Communication. What is the right channel to communicate with customers? We also have private channels in Slack to engage with customers. Want to drive retention with exclusive strategies as per your business objectives?

Retention 52

Retention Payment Features Scale SaaS 52

Sales Hacker

NOVEMBER 10, 2020

Of course, the second sponsor of the Sales Hacker podcast, I’m sure you know who they are, it’s the company, it’s the unicorn, the billion-dollar valuation company that is Outreach , the number one sales engagement platform. We actually brought in a CEO for our series B, Eric Holston, and Eric was operational efficient.

VP of Engineering 74

VP of Engineering Scale Development Team Review Technical Review 74

ChurnZero

JANUARY 13, 2023

As such, leaders must engage more of their customers at scale through digital programs that support low-touch segments with a more focused approach than ever before. Company-wide operational efficiency initiatives will force CS leaders to take a hard look at their teams, tools, and customer journeys.

Trends 98

Trends Customer Success Scale Sales Hiring 98

Point Nine Land

APRIL 21, 2021

You can prevent that by setting up healthy asynchronous communication channels: 1. If you apply Paul Graham’s “Startup = Growth” logic to product management, you come to the conclusion that in early days, being very reactive and tactical might be the best product strategy. How do we do that?”. How do you put together this framework?

Sales Hiring 52

Sales Hiring Startup Scale Software Review 52