Bridging the Gap | Customer Success Meets Product Management | With Delia Visan
Dec 4, 2024
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Delia Visan, a seasoned customer success expert with 15 years in customer-facing roles, dives into effective collaboration between customer success and product management. She shares her personalized framework for saying 'no' to customers, emphasizing transparent communication. Delia discusses the importance of aligning teams to enhance workflows, balancing customer needs with business goals, and mastering the art of empathy in customer interactions. Tune in for actionable insights that elevate both customer success and product management strategies.
Effective collaboration between customer success and product management requires clear communication to prioritize feature requests based on customer impact.
Navigating the balance between customer demands and business objectives is crucial, necessitating thoughtful discussions on prioritization and resource allocation.
Deep dives
Insights on Product Management
Product management plays a vital role in the successful delivery of SaaS solutions, and understanding this function is important for customer success managers. Product managers are responsible for creating the product roadmap and ensuring timely releases of features that meet customer needs. They operate under intricate timelines and must balance feedback from various departments, including customer success, to enhance the product. Effective collaboration between product management and customer success hinges on clear communication regarding why certain features are necessary and how they will influence customer success.
Effective Communication Strategies
Clear communication is crucial in bridging the gap between product management and customer success teams. When customer success managers approach product managers with requests, they must provide detailed context to ensure that product managers understand why a specific feature is needed. This two-way communication fosters better alignment and helps product managers prioritize requests based on customer impact. By being transparent and involving product managers in discussions, customer success managers can create a smoother workflow and enhance collaboration.
Navigating Customer Needs and Business Goals
Customer success managers must balance customer requests with overarching business objectives, often leading to challenging situations. The pressure to meet customer demands can sometimes conflict with resource availability and company goals, necessitating thoughtful discussions on priorities. Understanding the difference between 'must-have' features and 'nice-to-have' requests is essential for effective decision-making. Ultimately, the goal is to maintain positive customer relationships while ensuring the sustainability and scalability of the business.
The Art of Saying No
The ability to say no to customers is a critical skill for both customer success and product management roles. Saying no does not equate to a loss of trust; rather, it can strengthen relationships when done appropriately. Providing context and alternative solutions can assure customers that their needs are acknowledged while managing expectations. Developing a framework for productive conversations around refusal enables teams to respectfully decline requests while keeping the lines of communication open.
In this episode of Customer Success Talks, host Byron Toruño explores how to effectively bridge the gap between customer success and product management with expert insights from Delian Visan, a seasoned professional with 15 years of experience in customer-facing roles.
Sponsored by Flola, this conversation dives deep into the dynamic relationship between customer success and product management, offering actionable strategies for better alignment. Delia shares her personalized framework for constructively saying 'no' to customers, emphasizing the importance of contextual and transparent communication.
You’ll learn how to:
Align customer success and product management for seamless collaboration.
Improve communication and prioritization to enhance workflows.
Build stronger relationships between teams while navigating challenges.
This episode is packed with practical advice for customer success managers and product managers alike, helping you bridge the gap and improve overall customer experience.
👉 Don’t miss these actionable insights to take your customer success and product management skills to the next level!
Time Codes
00:00 Introduction to Customer Success Talks
01:45 Meet Delia Visan: Customer Success Expert
05:08 Transitioning to Product Management
06:20 The Role of Product Management
09:38 Bridging the Gap
14:42 Strategies for Team Alignment
25:29 Finding Fulfillment in Your Job
26:20 Balancing Customer Needs and Business Goals
34:35 The Art of Saying No to Customers
43:46 Lessons Learned from Mistakes
48:04 Conclusion and Final Thoughts
Delia also introduces her practical "Saying No Framework," designed to maintain strong customer relationships while ensuring business scalability. You can find it by clicking on the link below: https://drive.google.com/drive/folders/1XiKuk6TlEv3b5VoQqmNoNHT13aOLz8Y7?usp=drive_link
Tune in for actionable advice and real-life stories that will empower customer success managers and product teams alike.
🔗 Sponsor Shoutout: Special thanks to Flowla for simplifying complex onboarding processes. Check the description below for an exclusive discount!
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Discount code: cstalks25
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Connect with Us:
Delia Visan - https://www.linkedin.com/in/delia-visan/
Bayron Toruno - https://www.linkedin.com/in/bayron-toru%C3%B1o-solano-3a9408113/
Check out "Do you Speck CS" = https://doyouspeakcustomersuccess.com/do-you-speak-cs/
Listen to the episode on Spotify - https://open.spotify.com/show/1Di7rGGs25vRMBrSUUEnxn?si=c63b6826030b45e8
We're expanding to Latin America! Check out Customer Success Talks Latin America, our Spanish version of the show. Find the links in the description below.
Spotify - https://open.spotify.com/episode/5R8kF7Yt0VbvNS1Wz06bmE?si=zshhJqR9RDevDal5GluZ0Q
Youtube - https://www.youtube.com/channel/UC11VRvlLrv3r46TaUr0zFlA
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