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Defining the right CustomerSuccess Manager (CSM)-to-account ratio is a nuanced challenge. This applies to any customersuccess focused role assigned a portfolio of accounts. Getting it wrong impacts your Net Revenue Retention (NRR) performance, customer experience, and operational efficiency.
Atrix AI uses educational AI workshops to qualify buyers, build trust, and stand out in a noisy vendor landscape. Navigating payroll, benefits, and compliance shouldn’t slow you down. Gaiia’s “donut drop” strategy—personally delivering treats to rural ISP offices—created brand awareness and unlocked new pipeline.
But my one question is Um, and you mentioned you’ve got this workshop coming up that you, you truly think you can build like a, a go to market program in an hour. Um, what are their customersuccess patterns? So what defines a customersuccess, like a really great, happy customers? So pretty amazing.
Gainsig ht works to help businesses build deep and lasting relationships with their customers through their very own CustomerSuccess platform. This platform allows customer-centric businesses to deliver exceptional ex periences everyday. Freshworks.
Each person is responsible for their own success and development. Salespeople must go beyond compliance, beyond a sales playbook. One easy way to get your team to lead with value is to help them understand what constitutes a true customersuccess story. Each salesperson’s independent action must be rooted in value.
Perhaps it’s a new approach to customersuccess, an exciting marketing strategy, or a tech solution that could rescue you from spending hundreds of hours on audits and data compliance tasks (hint hint: we’ve got you covered on this one). Streamline your SaaS compliance process and save time with Scytale’s expert support.
For instance, a product trainer at a healthcare software company might require a deep understanding of medical terminology and clinical workflows, while one at a financial technology company might prioritize experience with financial regulations and compliance training. onboarding new employees and customers on product usage).
Check out this cool music video created by Ingmar (our VP of CustomerSuccess) 🎵 Before bidding adieu, we all gathered together for a final team dinner at a Portuguese restaurant and afterwards, some of us rallied over to a nearby bar for drinks and karaoke!
Sorry y’all, but nobody wants your whitepaper anymore… #4: AE’s, Account Managers, and CustomerSuccess Reps will finally get some love. Account executives, Account Managers, and CustomerSuccess Reps have largely been forgotten about. How can you identify your ICP ? Features are easy to copy.
Role: Director, CustomerSuccess Location: Atlanta, GA, US (Hybrid) Organization: Bakkt As a Director of CustomerSuccess, you will collaborate with Product, Marketing, and Legal and Compliance to develop materials and resources to set new customers up for success and drive adoption and engagement in product.
Role: Head of CustomerSuccess Location: San Francisco, CA, United States Organization: Ikigai As the Head of CustomerSuccess, you’ll manage the onboarding of new clients and ensure a smooth transition from sales. Ensure that our communications and updates are received by all users at each customer.
All of our best customers put a lot of thought into this step. What are your rules around onboarding/offboarding, file sharing, lost devices , compliance , etc.? This might mean tweaking them as their companies grow, go public, undergo M&A , have new compliance requirements, etc. This is foundational.
Heap’s pros As a cutting-edge digital insights platform, Heap offers several valuable features for product developers, marketers, and customersuccess teams. The lack of support from Heap reps (specifically in the form of workshops, examples using our data, walk-throughs, q&a has been pretty terrible.
Heap’s pros As a cutting-edge digital insights platform, Heap offers several valuable features for product developers, marketers, and customersuccess teams. The lack of support from Heap reps (specifically in the form of workshops, examples using our data, walk-throughs, q&a has been pretty terrible.
Heap’s pros As a cutting-edge digital insights platform, Heap offers several valuable features for product developers, marketers, and customersuccess teams. The lack of support from Heap reps (specifically in the form of workshops, examples using our data, walk-throughs, q&a has been pretty terrible.
Heap’s pros As a cutting-edge digital insights platform, Heap offers several valuable features for product developers, marketers, and customersuccess teams. The lack of support from Heap reps (specifically in the form of workshops, examples using our data, walk-throughs, q&a has been pretty terrible.
Heap’s pros As a cutting-edge digital insights platform, Heap offers several valuable features for product developers, marketers, and customersuccess teams. The lack of support from Heap reps (specifically in the form of workshops, examples using our data, walk-throughs, q&a has been pretty terrible.
Heap’s pros As a cutting-edge digital insights platform, Heap offers several valuable features for product developers, marketers, and customersuccess teams. The lack of support from Heap reps (specifically in the form of workshops, examples using our data, walk-throughs, q&a has been pretty terrible.
Heap’s pros As a cutting-edge digital insights platform, Heap offers several valuable features for product developers, marketers, and customersuccess teams. The lack of support from Heap reps (specifically in the form of workshops, examples using our data, walk-throughs, q&a has been pretty terrible.
As a cutting-edge digital insights platform, Heap offers several valuable features for product developers, marketers, and customersuccess teams. The lack of support from Heap reps (specifically in the form of workshops, examples using our data, walk-throughs, q&a has been pretty terrible. What are the pros and cons of Heap?
As Managing Director of Salesforce Ventures, Nowi Kallen , shared at last week’s Workshop Wednesday, there are five main challenges of moving upmarket and tips to follow if you want to succeed at Enterprise sales in today’s macro environment. Security — SOC 2 compliance is table stakes. Let’s look at the why, the when, and a warning.
Are you spending time with the front line to understand how customers respond to your messaging? Workshop that from the top of the funnel to the bottom. What topics get people through the door and retain customers? If you’ve mapped the customer journey (you should), how do you ensure your sales team is equipped to navigate it?
This is the modern edition of a business classic, confronting the rapidly evolving world of B2B sales with real-world examples, new strategies for confronting competition, and a special section featuring the most commonly asked questions from the Miller Heiman workshops. Agile Selling. Jill Konrath.
Billi Jo Wright, Chief Risk & Compliance Officer @ Payrix. Christa Diaz, Senior Director, CustomerSuccess @ Hired. Kurt Muehmel, Chief Customer Officer @ Dataiku. Jag Jill, Regional Lead, CustomerSuccess – US East, Canada & Latin America @ Dataiku. Christina Cacioppo, CEO @ Vanta.
He embraced what he now calls micro-coachinggetting deep into the details of each deal, guiding reps through every stage, and ensuring full compliance with their new playbook. At the time, expansion and upsell were handled by the CS team, whose primary focus was retention and customersuccess, not sales. The result?
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