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Dear SaaStr: What Should I Know As a First-Time CustomerSuccess Manager? Customers will look to you as the expert, and your ability to guide them will directly impact their satisfaction and retention. Focus on Metrics : CustomerSuccess is all about the numbers. Learn it better than anyone else.
This is a guest article by Swati Garg , founder and CEO, Melo Associates , and Lindsay Lynch , senior recruitment consultant, Melo Associates , a recruitment firm focused on customersuccess hiring for SaaS and tech companies nationwide. For example, “Enterprise CustomerSuccess Manager”.
Whats the one thing that wont change in customersuccess this year? So how should you position yourself for 2025s incoming customersuccess trendsand should you be nervous, optimistic, or a cautious blend of both? ” So what 2025 customersuccess trends can we anticipate? The pace of change itself.
For instance, you can launch a CSAT survey after a customer interacts with your support team. For a broader measure of satisfaction, you’ll need to consider other customersuccess metrics. They include metrics like the Net Promoter Score , Customer Effort Score , Customer Churn/Retention Rates , etc.
Speaker: Dennis Snow, President, Snow & Associates
Based on his 20-years with Walt Disney World along with many years of consulting with organizations around the world, Dennis Snow will provide a “how-to” program for engaging employees in delivering outstanding customer service. In this webinar, you will learn to: Build a customer-centric culture.
.” The AI Categories with the Most Traction in the Market McKinsey found that sales and marketing teams are seeing the biggest gains with AI adoption, followed closely by engineering and customersuccess teams. So between sales and marketing, let’s dissect first why Sales teams have been early adopters.
Should you be charging for customersuccess? Why not take customer-facing services as seriously as our products? Donna asked in her recent ChurnZero webinar. Charging for customersuccess: the pros and cons. You can also watch her webinar in full at the end. Watch the webinar in full here.
So we had another 2025 CustomerSuccess experience the other day. When we asked for the roadmap review the CustomerSuccess exec said Oh just go see it on our webinar later this week. At a basic level, this is what happens when CustomerSuccess becomes part of the sales org. So what happened?
A comprehensive onboarding strategy is still at the top of any customersuccess team’s list. But as you focus on personalization, renewal strategies, and how to perfect the customer journey, it’s possible to miss the forest for the trees. How should you get started? Our onboarding strategy checklist is still relevant here.
Speaker: Evan Leong - CEO & Founder, Product Signals
How do industry leaders like Apple and Amazon successfully leverage customer and market insights to enhance their products, even with vast customer bases and extensive market data? Join our webinar as we delve into customer feedback strategies and explore diverse methods for gathering and organizing feedback.
Event registration: Driving sign-ups for webinars, workshops, and events. Sales conversion : Turning leads, trial users, or freemium users into paying customers. To dig in even further, check out our guide on all things webinar marketing , too. Product promotion : Highlighting specific products or services.
Wednesday CCO Mixer (Afternoon ) – Dedicated networking for Chief Customer Officers and customersuccess leadership. Additional resources and information are available through the attendee portal, and the full webinar replay can be found on the SaaStr YouTube channel.
In a world where customer expectations are sky-high and data complexity is ever-increasing, Totango Unison is the game-changer that customersuccess and post-sales teams have been waiting for. Welcome to the future of customersuccess with Unison. Today, it’s about lighting the path to growth.
In our latest ChurnZero webinar, productivity expert Ryan shared the five habits he’s consistently observed in the most effective CSMs—habits that drive the biggest outcomes, earn seats at leadership tables, and provide the balance you need to succeed consistently. Related: What is outcomes-based customersuccess?
How can you make the most of this new form of media, and how are customer teams already using it? We caught up with Synthesia customersuccess leader Lee Beddows at ChurnZero’s annual conference and asked him to share his tips and best practices on AI video for customer teams.
Also, you can use it to drive customersuccess and build loyalty through on-demand in-app support. Add different types of modules and educational resources Userpilot supports a variety of content formats, including articles, case studies, videos, webinars, and more. moment faster.
When your CFO doesnt see the direct link between customersuccess and the financial metrics they track, its harder to persuade them to invest in CSwhich can ultimately lead to preventable churn. What are the top takeaways for working more effectively with your CFO as a customer leader?
Related: Should customersuccess have veto power over bad-fit customers? Customer segmentation is no longer a quarterly planning exercise. This is how to blend human judgment with scalable systems, creating efficiency and protecting GRR proactivelywithout losing the customer connection.
For B2B SaaS companies, a strong community is a key component to building great customer relationships. And, with automation and scaled customersuccess becoming more common in SaaS , a community is a great way to provide customers who may not have a CSM with the resources necessary to succeed.
Each one, like “Webinars & Training,” comes with a clear explanation, so there’s no confusion. There are multiple content options available too, such as numerous video tutorials, live walkthroughs , webinars, and case studies, catering to different learning styles. Then there are the well-organized categories.
Here, prospects first engage with the companys marketing contentlike articles, webinars, or eBooksand leave their contact information. Emphasis on customersuccess Once a deal is closed, the relationship doesnt end. Inbound sales Inbound leads are people who arrive in your funnel organically.
Customersuccess charters are a mainstay for CS teams and strategy. According to the 2024 CustomerSuccess Leadership Study., Its it time for customersuccess charters to evolve? Or do onboarding and adoption still belong in first place as the key to revenue success? appeared first on ChurnZero.
Next up, they share a video from a customersuccess manager that instantly humanizes the brand and increases the chance of users clicking through the email. Whether users have gone quiet or fully bounced, you’ve got to bring them back with the right message at the right time, often working closely with customersuccess teams.
Host live or on-demand webinars to drive early success You can host live or recorded webinars to help your customers learn more effectively and improve user activation. Invite new users to your customersuccess team’s live sessions to: Demonstrate essential workflows. Answer questions in real time.
What Zapier does: Zapier follows up with a webinar invite, teaching new users how to get quick wins with its automation workflows. Welcome email with webinar invite from Zapier. The approach of having this email sent by the customersuccess manager is good in theory. Impala Impala welcome email example.
Screenshot What doesnt work nearly as well today: Endless generic outbound emails Low energy digital events Break-up emails 2021 SEO strategies 2021 mass-scale content strategies (1000s of pages of content) Spending all day on LinkedIn Most press and most basic PR strategies CustomerSuccess teams that are just there to upsell and not help.
The purpose is to build habits around the most valuable parts of the product and drive long-term customersuccess. If the user showed some engagement but didn’t reach a key milestone, I’ll offer a webinar invite or a quick tip to unblock them. Keap’s email inviting trial users to a webinar session with a personalized setup.
In this review, we’ll explore how ProProfs Knowledge Base works, the solutions it offers, its standout features (with an in-depth look at each), pre-built templates, real customersuccess stories, media recognition, awards, security measures, and support. This indicates ProProfs as a growing platform that is expanding its capabilities.
Nothing in customersuccess causes CSMs to catch “feelings”, as Naomi Aiken puts it, as reliably as losing a customer. This month, Naomi shared how to do it in a ChurnZero webinar, which you can watch in full at the end of this article. Watch the full webinar here. Does it work? Get to know them here.
So there’s no customersuccess stories to share with an audience, and eventually marketing is pegged as a failure because you didn’t bring those leads, you didn’t create that pipeline. I’ve been coming to your events, listening to your content, your podcast, your webinars. Nobody understands what we do.
And it’s certainly a red thread we see with all our kind of like top performing guests is this idea of, you know, regardless of your role, you are there for one reason only to make the cust The company and your customerssuccessful and you know, it takes wearing many different hats, um, on many different days.
Userpilot Userpilot created a persona for a CustomerSuccess Manager focused on one goal: product adoption. Map Personas to the Buyer’s Journey Mapping user personas to the buyer’s journey ensures your content meets audience needs at every stage—awareness, consideration, and decision. They didn’t overcomplicate it.
Appcues Mobile at a glance Appcues is a no-code platform that enables product and customersuccess teams to design in-app experiences like onboarding flows and feature announcements directly inside your iOS and Android apps. The ready-to-use templates make it easy to set up and start engaging your users immediately.
You might hesitate to answer, but this is what your board and executives will expect, says You Mon Tsangand to meet those expectations, youll need to get on board with an AI-powered customer program. You’ll find the complete webinar at the end. To recap: AI augmentation makes every task easier.
One of the biggest misconceptions about NPS is that it is the sole responsibility of the CustomerSuccess/Customer Service department. However, EVERY single employee in any given company has an impact on the customer’s experience and can ultimately benefit from their feedback. Upcoming Webinar. ChurnZero Resource.
” Building an End-to-End Experience Stax’s commitment to “driving customersuccess” is paramount, extending beyond cutting-edge technology to encompass a complete end-to-end payment experience.
Customersuccess leaders everywhere are exhausted. It often comes down to mindset and confidence, says customersuccess expert and founder of Provan Success, Rachel Provan. You can watch the webinar in full below. Watch Rachel’s full ChurnZero webinar here. Helping others is tempting.
At Totango, we’ve experimented with content generators like Jasper to take existing content like event abstracts and webinar summaries and turn them into social posts or follow-up emails. But those are just the inputs to helping team members, like account managers and customersuccess managers (CSMs), work more quickly and save time.
This is easier to do in the B2B industry because you have sales reps and customersuccess departments who know your potential customers’ pain points very well. For example, BetterUp often promotes its live webinars using LinkedIn. Now, can you set multiple social media goals?
Customersuccess leaders everywhere are exhausted. It often comes down to mindset and confidence, says customersuccess expert and founder of Provan Success, Rachel Provan. You can watch the webinar in full below. Watch Rachel’s full ChurnZero webinar here. Helping others is tempting.
17:16 Behind Superhumans most successful campaign ever: New Year, New Inbox. 21:38 Why webinars and virtual events still drive real results (and feedback). We actually had a virtual event, a customerwebinar, which I’ll get into in a second. And one of those are virtual events or webinars. We had a video.
We aligned our visual identity with the company we’ve become and what we strive to deliver to our customers. In the last year, we merged two of the leading customersuccess players. For the larger customersuccess community, the rebrand reinforces Totangos leadership in the enterprise CS space.
Regular training sessions, whether in person, online, or through industry webinars, keep your team sharp. Implement Continuous Training Programs Sales techniques and homeowner expectations change frequently. Go beyond the basics by offering role-playing exercises, objection-handling drills, and product demo simulations.
Customersuccesswebinars are a great way to unlock insights about improving your customer experience and product engagement. Plus, they help you connect with and learn from other customersuccess leaders and teams. When : July 17, 2024 Topic : Converting free trial users into paying customers.
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