Dan Ennis, Manager of Scaled Customer Success at Monday.com, shares successful methods for scaling customer success. Topics include shifting from 1:1 to 1:many, using data to identify priorities, developing asynchronous content, and the importance of focusing on effectiveness in customer engagement.
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Quick takeaways
Scaling success means increasing impact without additional resources by focusing on individual customers or increasing the number of customers worked with.
Implementing programs like office hours, email campaigns, and data analysis can drive scaling success and identify areas for intervention.
Deep dives
Scaling Success and Increasing Customer Impact
Scaling success means increasing the impact on customers without a corresponding increase in human resources. This can be achieved by increasing the volume of impact with individual customers, such as a larger customer having a greater impact without additional resources. It can also involve increasing the number of customers worked with, focusing on growth and retention. Monday.com, a horizontal solution, aims to grow its customers through added licenses and users, helping them transition from a scale segment to a more traditional customer success approach.
Implementing Programs for Scaling Success
At Monday.com, several programs have been implemented to drive scaling success. Office hours have been introduced to offer a one-to-many asynchronous communication approach to customer engagement. Campaigns using email tools have been employed to track metrics and measure success. This included empowering customer success managers to create content and campaigns, while focusing on measuring the outcomes. Data analysis is also crucial, as teams work with health scores and personalized risk assessments to identify areas where intervention is needed.
Adapting to the Changing Economy and Career Development
Coaching teams to navigate the changing economy involves a shift in mindset. Rather than focusing on doing more with less, emphasis is placed on doing better with what is available. This includes optimizing for learning rather than immediate financial gains early in one's career, as the majority of financial gain comes later. Recognizing the value of skills development and career progression in a durable growth economy, individuals are encouraged to focus on the long term rather than chasing immediate promotions.
Expanding Scale Programs Across Segments
The success of scale programs at Monday.com has led to their expansion across different customer segments. Initially targeted at less complex customers, these programs have proved valuable even for larger enterprise customers. The programs have provided efficiency and effectiveness in engagement, helping to connect customers, improve collaboration, and offer unique value propositions. This expansion reflects the company's commitment to meeting customers where they are and delivering value across all segments.
This week, Dan Ennis, Manager of Scaled Customer Success at Monday.com joins Jay Nathan to continue our series about Scaled CS.
Starting with Dan's definition of scale, "Increasing the impact with customers without necessarily having the same increase in input on the human side", Dan walks us through the scale process Monday.com went through.
Sharing some focused areas that shifted from a 1:1 to a 1:many without a heavy internal lift with ideas such as Office Hours, communication shifts, measuring everything and using that data to identify priorities, and developing asynchronous content, Dan provides some valuable methods that were successful for his team and customers.
Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.
We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.