Tessa Thorburn, Head of Customer Success at Loom, shares insights on scaling CS. Topics include role specialization, use case webinars, listening to customers at scale, re-onboarding, technology, and communication through change.
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Quick takeaways
Specializing roles within customer success drives impact and outcomes efficiently.
Leveraging tools like Salesforce Outreach and POCUS streamlines processes and enables data-driven decision-making in scaling customer success.
Deep dives
Specializing Roles for Effective Scale Customer Success
The speaker discusses the importance of specializing roles within customer success to drive impact and outcomes efficiently. By creating more specialized roles, such as program managers, the team at Loom was able to focus on specific areas, such as renewals and adoption, and see increased success. They also emphasized the need for simple and tangible strategies and programs that directly address customer needs and drive adoption.
Leveraging Tools for Scalable Customer Success
The speaker highlights the importance of leveraging tools like Salesforce Outreach and POCUS for scaling customer success. By using these tools, Loom was able to streamline processes, integrate sales and success teams, and effectively segment customers based on specific criteria. The speaker also emphasizes the value of data-driven decision-making and the ability to run experiments and measure campaign success with these tools.
Balancing High-Touch and Scaled Approaches
The speaker addresses concerns about reducing high-touch interactions with customers when implementing scaled programs. They explain that customers often appreciate the time saved and the ability to learn at their own pace. The speaker also emphasizes the importance of providing specific and tangible value to customers through programs like use case webinars and targeted campaigns. By focusing on the customer's needs, scaling customer success can be achieved without sacrificing customer satisfaction.
Communicating Changes and Benefits
The speaker discusses the challenge of communicating changes in customer engagement to the sales team and customers. They highlight the importance of emphasizing the value of time saved, efficient learning, and specific benefits to both the sales team and customers. By aligning programs with customer goals and providing clear explanations of the benefits, the speaker explains that customers are often receptive to the changes and appreciate the ability to engage in a more targeted and efficient manner.
Another session in our Scaling CS series, Tessa Thorburn, Head of Customer Success joins Jay to talk about how her team at Loom has used scale to increase their efficiency and value to customer. From role specialization to programs that scaled well, she shares her insights and experience in helping her team increase customer value effectively.
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