CSM Practice - The Customer Success Podcast cover image

CSM Practice - The Customer Success Podcast

Latest episodes

undefined
Dec 27, 2024 • 31min

Transform Customer Onboarding with These Practical Steps

Do your customers keep getting stuck in onboarding purgatory?After this session with Kristi Faltorusso, you will learn the key steps that will transform your onboarding experience. Whether you're struggling with long onboarding times or looking for practical, scalable solutions, Kristi shares strategies that have driven success at Client Success and beyond. Click here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - How to identify gaps in your onboarding process and reduce time-to-value- Practical tips on creating onboarding content that scales- Strategies to build a seamless onboarding framework tailored to customer needs𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Kristi Faltorusso, an award-winning Customer Success Executive, has spent 12 years building and transforming Customer Success teams in hypergrowth B2B SaaS companies. Currently, she is the Chief Customer Officer at ClientSuccess, overseeing success, support, and services.🔗 You may connect with Kristi via LinkedIn.𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: Customer Onboarding Best Practices🎥 Watch: Making Your Onboarding Process Scalable⏬ Download: Customer Onboarding Tech Stack Assessment👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
undefined
Dec 20, 2024 • 26min

Implementing the “Experts Success” Strategy - Upsells & Retention

How can companies support and grow their small customers (SMBs) with limited resources?Discover how Maple’s innovative platform helps companies support their small customers (SMBs) without breaking the bank. In this episode, Irit and guest Elad Donsky dive into scalable customer success strategies using industry experts.Click here to watch the interview on YouTube! 𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - How to engage SMBs with limited resources- The benefits of a pay-per-use model for customer success- Real-world examples of boosting retention and upsells through expert-driven solutions𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Elad Donsky, CEO of Mayple, is shaping the future of digital marketing through innovative AI-driven solutions. With a rich background, including leadership roles at Salesforce and co-founding Implisit, Elad brings deep expertise in AI, R&D, and business growth to the conversation.🔗 You may connect with Elad via LinkedIn.𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: Customer Retention During a Slow Economy🎥 Watch: How to Optimize Your Customer Success Strategy⏬ Download: Upsell Strategies Global Market Trends#CustomerSuccess #ChurnReduction #CustomerRetention #UpsellStrategies👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
undefined
Dec 13, 2024 • 22min

Data-Driven Initiatives to Lowering Churn

Is it possible to save every account?While it's important to do everything possible to prevent churn, Customer Success teams need to be strategic in their efforts. Bárbara Edith Pugliese shares her team’s innovative approaches to reduce churn, prove value, and foster customer advocacy; maintaining the goal to maximize overall customer retention.Click here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - Learn how Barbara's team leverages data to anticipate and prevent customer churn.- Discover the key elements of building a successful referral and advocacy program that not only retains customers but turns them into brand advocates.- Understand the balance between trying to save every account and focusing on high-value customers.𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Bárbara Edith Pugliese is a passionate advocate for innovation within the realm of Customer Success. With a strong background in sales and data analysis, Bárbara brings a unique blend of strategic insight and analytical rigor to her work. Currently, she is playing a pivotal role within a longstanding corporate giant, where she is spearheading initiatives to disrupt and modernize decades-old customer engagement strategies.🔗 You may connect with Bárbara via LinkedIn𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: Customer Advocacy - Definition for Customer Success🎥 Watch: Cybersecurity Trends - Building Customer Advocacy⏬ Download: Handling Code Red Customer Situations#CustomerSuccess #CSM #ChurnManagement #Advocacy👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
undefined
Dec 6, 2024 • 18min

Achieving a Net Positive Score with Google Forms

Did you know that you can boost your net retention rate using just a Google Form?In this episode of the CSM Practice Podcast, Irit Eizips sits down with Sara Areco, Head of Customer Success at Antavo, to discuss a simple yet powerful strategy for achieving a net positive score. Discover how Sara's team tracks customer sentiment and feedback to drive significant improvements in customer satisfaction and advocacy. Clcik here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - Learn how to create a Net Positive Sentiment Score using Google Forms to systematically track and analyze customer feedback.- Understand the importance of documenting customer interactions and sentiments. - Explore the benefits of converting qualitative feedback into quantitative data.𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Sara is the Head of Customer Success at Antavo, she’s one of the 25 most creative CS leaders in 2024 and also works as a Mentor for Women in Customer Success.🔗 You may connect with Sara via LinkedIn.𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: Customer Lifetime Value and Client Retention - What’s the Connection?🎧 Listen: This Is Growth Podcast🎧 Listen: Women in CS Podcast#CustomerSuccess #NetRetention #GoogleForms #CustomerExperience👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
undefined
7 snips
Nov 29, 2024 • 31min

Secrets to Smooth Renewals and Driving Upsell Opportunities

Chris Dishman, SVP of Global Customer Success at Totango + Catalyst, dives into critical strategies for driving growth through customer renewals and upselling. He discusses how empowering Customer Success Managers leads to quicker renewals and happier clients. The conversation also covers the nuances of identifying upsell opportunities, which can significantly boost revenue. Highlights include insights on aligning sales and customer success teams, as well as the benefits of the Totango and Catalyst merger in enhancing customer operations.
undefined
Nov 22, 2024 • 25min

Why Every CEO Needs to Understand Customer Success!

In this episode of the CSM Practice podcast, Irit Eizips sits down with Mark Abbott, CEO of ninety.io, to explore the critical elements of customer success and business growth. Learn how the Entrepreneurial Operating System (EOS) can be a game-changer for companies aiming to enhance customer retention and build sustainable high-trust relationships.Click here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - Discover Mark Abbott's methodology for creating and maintaining high-trust relationships across all stakeholders, including customers, employees, and partners.- Understand the practical application of EOS in structuring and scaling businesses to achieve superior customer success outcomes.- Learn effective strategies for proactive customer engagement and the integration of AI to boost customer service and operational efficiency.𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Mark Abbott is the founder and CEO of Ninety.io, with decades of experience in startups and small to mid-sized companies. A visionary leader and executive-team coach, he has generated over $1 billion in gains and is passionate about teaching leadership teams to build productive, humane, and resilient companies.🔗 You may connect with Mark via LinkedIn.𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: How Saas Startups Can Implement Customer Success🎥 Watch: If You Don’t Have a Customer Advisory Board Yet
Watch This!⏬ Download: Customer Relationship Matrix Template#CustomerSuccess #EOS #BusinessGrowth #HighTrustRelationships👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
undefined
Nov 15, 2024 • 25min

Optimizing Cross-Functional Customer Success Processes

Beth Fulton, a Customer Success expert with over 20 years in software implementation, shares her wisdom on optimizing CS processes. She highlights the shift from technical implementations to focusing on business value for better outcomes. Beth underscores the importance of data-driven decisions to reduce churn and improve retention. The conversation also delves into the vital role of cross-functional collaboration between teams and how it transforms customer relationships, driving unprecedented growth.
undefined
Nov 8, 2024 • 33min

Renewal Automation Leads to 15-Point Improvement in Retention Rate

Can renewal automation transform your customer success strategy and drive significant revenue growth? The answer is YES! In this insightful conversation with Sharon Shafran, VP of Customer Success and Operations at Emerson, we explore the journey of implementing automation in a mature organization and the remarkable outcomes achieved.Click here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - Emerson's retention rate improved by 15 points through renewals automation.- The transition from manual to automated processes freed up resources for high-value customer success activities.- The usage of credit cards for renewals increased from 3% to 30%, showcasing the efficiency of the new system.𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Sharon Shafran is a customer-centric and transformational leader with a proven track record in leveraging emerging technologies within SaaS and B2B domains. He established Customer Success at NI, revolutionized their renewals process, and has been instrumental in driving innovation and solving complex problems across his career.🔗 You may connect with Sharon via LinkedIn.𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: How to Optimize Your Renewal Process🎥 Watch: Renewal Ownership - Sales or CS?⏬ Download: 2022 Renewal Management Global Market Trends#CustomerSuccess #RenewalsAutomation #RetentionRate #RevenueGrowth👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
undefined
Nov 1, 2024 • 32min

Future of Customer Success: CEO Perspective on Metrics and Investments

Do you know what the future holds for customer success? In this episode of the CSM Practice Podcast, we find out the predictions for this crazy question from a CEO's perspective. Join Irit as she chats with You Mon Tsang, CEO of ChurnZero, about the evolving landscape of customer success, key metrics, and strategic investments.Click here to watch the video on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - You Mon shares the journey of founding ChurnZero and the challenges faced in the early days of customer success.- Deep dive into the critical metrics that drive customer satisfaction and retention, including NPS and CSAT.- Real-world examples of successful customer success investments and their significant impact on business growth and customer loyalty.𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓You Mon Tsang is the CEO of ChurnZero, a leading platform dedicated to enhancing customer success. With a robust background in starting and growing businesses, he specializes in product management and business development, driving innovation in enterprise and consumer applications.🔗 You may connect with You Mon via LinkedIn.𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: The Importance of Investing in Customer Success🎥 Watch: The Importance of Investing in Customer Success⏬ Download: Customer Metrics When Usage Data Doesn’t Exist#CustomerSuccess #FutureOfCS #CEOInsights #CSMetrics👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice
undefined
Oct 25, 2024 • 26min

Boosting CSM Efficiency Through Centralized Data Management

Centralizing customer data drastically improves CSM efficiency and trust in data. Matt Kaplon, Director of Customer Success at Indeed, shares practical strategies for reducing time spent on data retrieval, enhancing customer interactions, and driving better business outcomes. Click here to watch the interview on YouTube!𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒 - Implementing a unified data platform to reduce time spent searching for information.- Ensuring consistent data calculation methodologies to enhance trust and reliability.- Strategies to reallocate CSM time from internal processes to customer-centric activities.𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓Matt Kaplon is a Director of Client Success at the world’s number 1 jobsite, Indeed.com. He has 10 years of experience working in Client Success, and has spent the last 3 years leading teams of Client Success professionals working with some of the world’s largest employers.🔗 You may connect with Matt via LinkedIn.𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒📑 Read: Building a Proactive Data-Driven Customer Success Engagement⏬ Download: How to Turn Customer Data Into Outcomes👉🏻 Whenever you’re ready...If you're an 𝘊𝘹𝘱𝘊𝘳𝘪𝘊𝘯𝘀𝘊𝘥 𝘊𝘹𝘊𝘀𝘶𝘵𝘪𝘷𝘊 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘚 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘀𝘵𝘪𝘀𝘊 𝘧𝘰𝘳 𝘵𝘩𝘊 𝘧𝘪𝘳𝘎𝘵 𝘵𝘪𝘮𝘊, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘟𝙪𝙚𝙩𝙀𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙚𝙚 𝙆𝙋𝙄 𝘟𝙝𝙚𝙖𝙩𝙚𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2⃣ 𝙅𝙀𝙞𝙣 11,000+ 𝘜2𝘜 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙚 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙚 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3⃣ 𝘜𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙀𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘟𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙀𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙚𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode