Your 90-Day Customer Success Priorities w/ Sara Masson

Sara Masson, Director of CS at Loopio, jumps on the podcast to talk about what her team has accomplished over the past 90 days. And It Is quite a list!

In just three months, the team managed to:

-Build and launch a comprehensive, thoughtful, full lifecycle customer sentiment program
-Build the habit of proactive insights with annual calls to plan for the year ahead
-Define, document, and implement three unique customer teams
-Begin tracking customer journey elements clearly in Gainsight
-Build the habit of tracking key retention plays in Salesforce
-Adopt CPQ to streamline and scale our processes
-Find new thoughtful ways to partner with the Professional Services and Onboarding team to deliver huge impact value throughout the entire customer lifecycle

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This podcast is brought to you by Jay Nathan and Jeff Breunsbach...

Jay Nathan: https://www.linkedin.com/in/jaynathan/
Jeff Breunsbach: https://www.linkedin.com/in/jeffreybreunsbach