

CSM Practice - The Customer Success Podcast
Irit Eizips & CSM Practice
Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!
Episodes
Mentioned books

Dec 27, 2024 โข 32min
Transform Customer Onboarding with These Practical Steps
Send us a textDo 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!๐๐๐๐๐๐๐๐๐๐ - 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 needs๐๐๐๐๐ ๐๐๐ ๐๐๐๐๐Kristi 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.๐ You may connect with Kristi via LinkedIn.๐๐๐๐
๐๐ ๐๐๐๐๐๐ Read: Customer Onboarding Best Practices๐ฅ Watch: Making Your Onboarding Process Scalableโฌ Download: Customer Onboarding Tech Stack Assessment ๐๐ป Whenever youโre ready...If you're an ๐ฆ๐น๐ฑ๐ฆ๐ณ๐ช๐ฆ๐ฏ๐ค๐ฆ๐ฅ ๐ฆ๐น๐ฆ๐ค๐ถ๐ต๐ช๐ท๐ฆ ๐ฃ๐ถ๐ช๐ญ๐ฅ๐ช๐ฏ๐จ ๐ข ๐๐๐ ๐ฑ๐ณ๐ข๐ค๐ต๐ช๐ค๐ฆ ๐ง๐ฐ๐ณ ๐ต๐ฉ๐ฆ ๐ง๐ช๐ณ๐ด๐ต ๐ต๐ช๐ฎ๐ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโฃ ๐๐ฉ๐๐๐ก ๐๐ฎ ๐พ๐ช๐จ๐ฉ๐ค๐ข๐๐ง ๐๐ช๐๐๐๐จ๐จ ๐๐๐ ๐พ๐๐๐๐ฉ๐จ๐๐๐๐ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโscale smarter & grow revenue. Click here to download. 2๏ธโฃ ๐
๐ค๐๐ฃ 11,000+ ๐ฝ2๐ฝ ๐๐ญ๐๐๐ช๐ฉ๐๐ซ๐๐จ ๐๐ฃ๐ ๐๐๐๐๐๐ง๐จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโt navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3๏ธโฃ ๐ฝ๐ช๐๐ก๐๐๐ฃ๐ ๐ค๐ง ๐๐๐๐๐๐ฃ๐ ๐ ๐พ๐๐ ๐๐๐๐ข ๐๐ค๐ง ๐ฉ๐๐ ๐๐๐ง๐จ๐ฉ ๐๐๐ข๐?Building a CS practice for the first time doesnโt 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 teamโwithout the guesswork & costly missteps of figuring it out alone. Learn more. ๐ Visit our Website - CSM Practice

Dec 20, 2024 โข 27min
Implementing the โExperts Successโ Strategy - Upsells & Retention
Send us a textHow can companies support and grow their small customers (SMBs) with limited resources?Discover how Mapleโs 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! ๐๐๐๐๐๐๐๐๐๐ - 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 solutions๐๐๐๐๐ ๐๐๐ ๐๐๐๐๐Elad 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.๐ You may connect with Elad via LinkedIn.๐๐๐๐
๐๐ ๐๐๐๐๐๐ Read: Customer Retention During a Slow Economy๐ฅ Watch: How to Optimize Your Customer Success Strategyโฌ Download: Upsell Strategies Global Market Trends#CustomerSuccess #ChurnReduction #CustomerRetention #UpsellStrategies ๐๐ป Whenever youโre ready...If you're an ๐ฆ๐น๐ฑ๐ฆ๐ณ๐ช๐ฆ๐ฏ๐ค๐ฆ๐ฅ ๐ฆ๐น๐ฆ๐ค๐ถ๐ต๐ช๐ท๐ฆ ๐ฃ๐ถ๐ช๐ญ๐ฅ๐ช๐ฏ๐จ ๐ข ๐๐๐ ๐ฑ๐ณ๐ข๐ค๐ต๐ช๐ค๐ฆ ๐ง๐ฐ๐ณ ๐ต๐ฉ๐ฆ ๐ง๐ช๐ณ๐ด๐ต ๐ต๐ช๐ฎ๐ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโฃ ๐๐ฉ๐๐๐ก ๐๐ฎ ๐พ๐ช๐จ๐ฉ๐ค๐ข๐๐ง ๐๐ช๐๐๐๐จ๐จ ๐๐๐ ๐พ๐๐๐๐ฉ๐จ๐๐๐๐ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโscale smarter & grow revenue. Click here to download. 2๏ธโฃ ๐
๐ค๐๐ฃ 11,000+ ๐ฝ2๐ฝ ๐๐ญ๐๐๐ช๐ฉ๐๐ซ๐๐จ ๐๐ฃ๐ ๐๐๐๐๐๐ง๐จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโt navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3๏ธโฃ ๐ฝ๐ช๐๐ก๐๐๐ฃ๐ ๐ค๐ง ๐๐๐๐๐๐ฃ๐ ๐ ๐พ๐๐ ๐๐๐๐ข ๐๐ค๐ง ๐ฉ๐๐ ๐๐๐ง๐จ๐ฉ ๐๐๐ข๐?Building a CS practice for the first time doesnโt 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 teamโwithout the guesswork & costly missteps of figuring it out alone. Learn more. ๐ Visit our Website - CSM Practice

Dec 13, 2024 โข 24min
Data-Driven Initiatives to Lowering Churn
Send us a textIs 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. Bรกrbara Edith Pugliese shares her teamโs 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!๐๐๐๐๐๐๐๐๐๐ - 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.๐๐๐๐๐ ๐๐๐ ๐๐๐๐๐Bรกrbara Edith Pugliese is a passionate advocate for innovation within the realm of Customer Success. With a strong background in sales and data analysis, Bรกrbara 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.๐ You may connect with Bรกrbara via LinkedIn๐๐๐๐
๐๐ ๐๐๐๐๐๐ Read: Customer Advocacy - Definition for Customer Success๐ฅ Watch: Cybersecurity Trends - Building Customer Advocacyโฌ Download: Handling Code Red Customer Situations#CustomerSuccess #CSM #ChurnManagement #Advocacy๐๐ป Whenever youโre ready...If you're an ๐ฆ๐น๐ฑ๐ฆ๐ณ๐ช๐ฆ๐ฏ๐ค๐ฆ๐ฅ ๐ฆ๐น๐ฆ๐ค๐ถ๐ต๐ช๐ท๐ฆ ๐ฃ๐ถ๐ช๐ญ๐ฅ๐ช๐ฏ๐จ ๐ข ๐๐๐ ๐ฑ๐ณ๐ข๐ค๐ต๐ช๐ค๐ฆ ๐ง๐ฐ๐ณ ๐ต๐ฉ๐ฆ ๐ง๐ช๐ณ๐ด๐ต ๐ต๐ช๐ฎ๐ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโฃ ๐๐ฉ๐๐๐ก ๐๐ฎ ๐พ๐ช๐จ๐ฉ๐ค๐ข๐๐ง ๐๐ช๐๐๐๐จ๐จ ๐๐๐ ๐พ๐๐๐๐ฉ๐จ๐๐๐๐ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโscale smarter & grow revenue. Click here to download. 2๏ธโฃ ๐
๐ค๐๐ฃ 11,000+ ๐ฝ2๐ฝ ๐๐ญ๐๐๐ช๐ฉ๐๐ซ๐๐จ ๐๐ฃ๐ ๐๐๐๐๐๐ง๐จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโt navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3๏ธโฃ ๐ฝ๐ช๐๐ก๐๐๐ฃ๐ ๐ค๐ง ๐๐๐๐๐๐ฃ๐ ๐ ๐พ๐๐ ๐๐๐๐ข ๐๐ค๐ง ๐ฉ๐๐ ๐๐๐ง๐จ๐ฉ ๐๐๐ข๐?Building a CS practice for the first time doesnโt 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 teamโwithout the guesswork & costly missteps of figuring it out alone. Learn more. ๐ Visit our Website - CSM Practice

Dec 6, 2024 โข 20min
Achieving a Net Positive Score with Google Forms
Send us a textDid 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!๐๐๐๐๐๐๐๐๐๐ - 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.๐๐๐๐๐ ๐๐๐ ๐๐๐๐๐Sara is the Head of Customer Success at Antavo, sheโs one of the 25 most creative CS leaders in 2024 and also works as a Mentor for Women in Customer Success.๐ You may connect with Sara via LinkedIn.๐๐๐๐
๐๐ ๐๐๐๐๐๐ Read: Customer Lifetime Value and Client Retention - Whatโs the Connection?๐ง Listen: This Is Growth Podcast๐ง Listen: Women in CS Podcast#CustomerSuccess #NetRetention #GoogleForms #CustomerExperience๐๐ป Whenever youโre ready...If you're an ๐ฆ๐น๐ฑ๐ฆ๐ณ๐ช๐ฆ๐ฏ๐ค๐ฆ๐ฅ ๐ฆ๐น๐ฆ๐ค๐ถ๐ต๐ช๐ท๐ฆ ๐ฃ๐ถ๐ช๐ญ๐ฅ๐ช๐ฏ๐จ ๐ข ๐๐๐ ๐ฑ๐ณ๐ข๐ค๐ต๐ช๐ค๐ฆ ๐ง๐ฐ๐ณ ๐ต๐ฉ๐ฆ ๐ง๐ช๐ณ๐ด๐ต ๐ต๐ช๐ฎ๐ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโฃ ๐๐ฉ๐๐๐ก ๐๐ฎ ๐พ๐ช๐จ๐ฉ๐ค๐ข๐๐ง ๐๐ช๐๐๐๐จ๐จ ๐๐๐ ๐พ๐๐๐๐ฉ๐จ๐๐๐๐ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโscale smarter & grow revenue. Click here to download. 2๏ธโฃ ๐
๐ค๐๐ฃ 11,000+ ๐ฝ2๐ฝ ๐๐ญ๐๐๐ช๐ฉ๐๐ซ๐๐จ ๐๐ฃ๐ ๐๐๐๐๐๐ง๐จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโt navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3๏ธโฃ ๐ฝ๐ช๐๐ก๐๐๐ฃ๐ ๐ค๐ง ๐๐๐๐๐๐ฃ๐ ๐ ๐พ๐๐ ๐๐๐๐ข ๐๐ค๐ง ๐ฉ๐๐ ๐๐๐ง๐จ๐ฉ ๐๐๐ข๐?Building a CS practice for the first time doesnโt 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 teamโwithout the guesswork & costly missteps of figuring it out alone. Learn more. ๐ Visit our Website - CSM Practice

7 snips
Nov 29, 2024 โข 32min
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.

Nov 22, 2024 โข 26min
Why Every CEO Needs to Understand Customer Success!
Send us a textIn 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!๐๐๐๐๐๐๐๐๐๐ - 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.๐๐๐๐๐ ๐๐๐ ๐๐๐๐๐Mark 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.๐ You may connect with Mark via LinkedIn.๐๐๐๐
๐๐ ๐๐๐๐๐๐ Read: How Saas Startups Can Implement Customer Success๐ฅ Watch: If You Donโt Have a Customer Advisory Board YetโฆWatch This!โฌ Download: Customer Relationship Matrix Template#CustomerSuccess #EOS #BusinessGrowth #HighTrustRelationships ๐๐ป Whenever youโre ready...If you're an ๐ฆ๐น๐ฑ๐ฆ๐ณ๐ช๐ฆ๐ฏ๐ค๐ฆ๐ฅ ๐ฆ๐น๐ฆ๐ค๐ถ๐ต๐ช๐ท๐ฆ ๐ฃ๐ถ๐ช๐ญ๐ฅ๐ช๐ฏ๐จ ๐ข ๐๐๐ ๐ฑ๐ณ๐ข๐ค๐ต๐ช๐ค๐ฆ ๐ง๐ฐ๐ณ ๐ต๐ฉ๐ฆ ๐ง๐ช๐ณ๐ด๐ต ๐ต๐ช๐ฎ๐ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโฃ ๐๐ฉ๐๐๐ก ๐๐ฎ ๐พ๐ช๐จ๐ฉ๐ค๐ข๐๐ง ๐๐ช๐๐๐๐จ๐จ ๐๐๐ ๐พ๐๐๐๐ฉ๐จ๐๐๐๐ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโscale smarter & grow revenue. Click here to download. 2๏ธโฃ ๐
๐ค๐๐ฃ 11,000+ ๐ฝ2๐ฝ ๐๐ญ๐๐๐ช๐ฉ๐๐ซ๐๐จ ๐๐ฃ๐ ๐๐๐๐๐๐ง๐จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโt navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3๏ธโฃ ๐ฝ๐ช๐๐ก๐๐๐ฃ๐ ๐ค๐ง ๐๐๐๐๐๐ฃ๐ ๐ ๐พ๐๐ ๐๐๐๐ข ๐๐ค๐ง ๐ฉ๐๐ ๐๐๐ง๐จ๐ฉ ๐๐๐ข๐?Building a CS practice for the first time doesnโt 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 teamโwithout the guesswork & costly missteps of figuring it out alone. Learn more. ๐ Visit our Website - CSM Practice

Nov 15, 2024 โข 27min
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.

Nov 8, 2024 โข 34min
Renewal Automation Leads to 15-Point Improvement in Retention Rate
Send us a textCan 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!๐๐๐๐๐๐๐๐๐๐ - 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.๐๐๐๐๐ ๐๐๐ ๐๐๐๐๐Sharon 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.๐ You may connect with Sharon via LinkedIn.๐๐๐๐
๐๐ ๐๐๐๐๐๐ Read: How to Optimize Your Renewal Process๐ฅ Watch: Renewal Ownership - Sales or CS?โฌ Download: 2022 Renewal Management Global Market Trends#CustomerSuccess #RenewalsAutomation #RetentionRate #RevenueGrowth ๐๐ป Whenever youโre ready...If you're an ๐ฆ๐น๐ฑ๐ฆ๐ณ๐ช๐ฆ๐ฏ๐ค๐ฆ๐ฅ ๐ฆ๐น๐ฆ๐ค๐ถ๐ต๐ช๐ท๐ฆ ๐ฃ๐ถ๐ช๐ญ๐ฅ๐ช๐ฏ๐จ ๐ข ๐๐๐ ๐ฑ๐ณ๐ข๐ค๐ต๐ช๐ค๐ฆ ๐ง๐ฐ๐ณ ๐ต๐ฉ๐ฆ ๐ง๐ช๐ณ๐ด๐ต ๐ต๐ช๐ฎ๐ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโฃ ๐๐ฉ๐๐๐ก ๐๐ฎ ๐พ๐ช๐จ๐ฉ๐ค๐ข๐๐ง ๐๐ช๐๐๐๐จ๐จ ๐๐๐ ๐พ๐๐๐๐ฉ๐จ๐๐๐๐ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโscale smarter & grow revenue. Click here to download. 2๏ธโฃ ๐
๐ค๐๐ฃ 11,000+ ๐ฝ2๐ฝ ๐๐ญ๐๐๐ช๐ฉ๐๐ซ๐๐จ ๐๐ฃ๐ ๐๐๐๐๐๐ง๐จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโt navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3๏ธโฃ ๐ฝ๐ช๐๐ก๐๐๐ฃ๐ ๐ค๐ง ๐๐๐๐๐๐ฃ๐ ๐ ๐พ๐๐ ๐๐๐๐ข ๐๐ค๐ง ๐ฉ๐๐ ๐๐๐ง๐จ๐ฉ ๐๐๐ข๐?Building a CS practice for the first time doesnโt 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 teamโwithout the guesswork & costly missteps of figuring it out alone. Learn more. ๐ Visit our Website - CSM Practice

Nov 1, 2024 โข 33min
Future of Customer Success: CEO Perspective on Metrics and Investments
Send us a textDo 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!๐๐๐๐๐๐๐๐๐๐ - 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.๐๐๐๐๐ ๐๐๐ ๐๐๐๐๐You 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.๐ You may connect with You Mon via LinkedIn.๐๐๐๐
๐๐ ๐๐๐๐๐๐ Read: The Importance of Investing in Customer Success๐ฅ Watch: The Importance of Investing in Customer Successโฌ Download: Customer Metrics When Usage Data Doesnโt Exist#CustomerSuccess #FutureOfCS #CEOInsights #CSMetrics ๐๐ป Whenever youโre ready...If you're an ๐ฆ๐น๐ฑ๐ฆ๐ณ๐ช๐ฆ๐ฏ๐ค๐ฆ๐ฅ ๐ฆ๐น๐ฆ๐ค๐ถ๐ต๐ช๐ท๐ฆ ๐ฃ๐ถ๐ช๐ญ๐ฅ๐ช๐ฏ๐จ ๐ข ๐๐๐ ๐ฑ๐ณ๐ข๐ค๐ต๐ช๐ค๐ฆ ๐ง๐ฐ๐ณ ๐ต๐ฉ๐ฆ ๐ง๐ช๐ณ๐ด๐ต ๐ต๐ช๐ฎ๐ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโฃ ๐๐ฉ๐๐๐ก ๐๐ฎ ๐พ๐ช๐จ๐ฉ๐ค๐ข๐๐ง ๐๐ช๐๐๐๐จ๐จ ๐๐๐ ๐พ๐๐๐๐ฉ๐จ๐๐๐๐ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโscale smarter & grow revenue. Click here to download. 2๏ธโฃ ๐
๐ค๐๐ฃ 11,000+ ๐ฝ2๐ฝ ๐๐ญ๐๐๐ช๐ฉ๐๐ซ๐๐จ ๐๐ฃ๐ ๐๐๐๐๐๐ง๐จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโt navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3๏ธโฃ ๐ฝ๐ช๐๐ก๐๐๐ฃ๐ ๐ค๐ง ๐๐๐๐๐๐ฃ๐ ๐ ๐พ๐๐ ๐๐๐๐ข ๐๐ค๐ง ๐ฉ๐๐ ๐๐๐ง๐จ๐ฉ ๐๐๐ข๐?Building a CS practice for the first time doesnโt 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 teamโwithout the guesswork & costly missteps of figuring it out alone. Learn more. ๐ Visit our Website - CSM Practice

Oct 25, 2024 โข 27min
Boosting CSM Efficiency Through Centralized Data Management
Send us a textCentralizing 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!๐๐๐๐๐๐๐๐๐๐ - 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.๐๐๐๐๐ ๐๐๐ ๐๐๐๐๐Matt Kaplon is a Director of Client Success at the worldโs 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 worldโs largest employers.๐ You may connect with Matt via LinkedIn.๐๐๐๐
๐๐ ๐๐๐๐๐๐ Read: Building a Proactive Data-Driven Customer Success Engagementโฌ Download: How to Turn Customer Data Into Outcomes ๐๐ป Whenever youโre ready...If you're an ๐ฆ๐น๐ฑ๐ฆ๐ณ๐ช๐ฆ๐ฏ๐ค๐ฆ๐ฅ ๐ฆ๐น๐ฆ๐ค๐ถ๐ต๐ช๐ท๐ฆ ๐ฃ๐ถ๐ช๐ญ๐ฅ๐ช๐ฏ๐จ ๐ข ๐๐๐ ๐ฑ๐ณ๐ข๐ค๐ต๐ช๐ค๐ฆ ๐ง๐ฐ๐ณ ๐ต๐ฉ๐ฆ ๐ง๐ช๐ณ๐ด๐ต ๐ต๐ช๐ฎ๐ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโฃ ๐๐ฉ๐๐๐ก ๐๐ฎ ๐พ๐ช๐จ๐ฉ๐ค๐ข๐๐ง ๐๐ช๐๐๐๐จ๐จ ๐๐๐ ๐พ๐๐๐๐ฉ๐จ๐๐๐๐ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโscale smarter & grow revenue. Click here to download. 2๏ธโฃ ๐
๐ค๐๐ฃ 11,000+ ๐ฝ2๐ฝ ๐๐ญ๐๐๐ช๐ฉ๐๐ซ๐๐จ ๐๐ฃ๐ ๐๐๐๐๐๐ง๐จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโt navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3๏ธโฃ ๐ฝ๐ช๐๐ก๐๐๐ฃ๐ ๐ค๐ง ๐๐๐๐๐๐ฃ๐ ๐ ๐พ๐๐ ๐๐๐๐ข ๐๐ค๐ง ๐ฉ๐๐ ๐๐๐ง๐จ๐ฉ ๐๐๐ข๐?Building a CS practice for the first time doesnโt 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 teamโwithout the guesswork & costly missteps of figuring it out alone. Learn more. ๐ Visit our Website - CSM Practice