CSM Practice - The Customer Success Podcast

Irit Eizips & CSM Practice
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Aug 9, 2024 โ€ข 35min

Elevating Net Retention Rate with Capability Adoption Scores

Send us a textHow can telemetry data and capability adoption scores drive higher net retention?Join Irit Eizips in an engaging conversation with Akash Singh, the head of customer success for Asia-Pacific and Japan at Software AG. Discover how Akash has transformed customer success through innovative strategies like capability adoption scores and telemetry data to elevate net retention rates.๐‡๐ˆ๐†๐‡๐‹๐ˆ๐†๐‡๐“๐’ - Implementing capability adoption scores to drive product adoption and reduce churn.- Leveraging telemetry data for proactive customer engagement and risk mitigation.- Aligning customer success efforts with go-to-market teams for cohesive strategy execution.๐€๐๐Ž๐”๐“ ๐Ž๐”๐‘ ๐†๐”๐„๐’๐“Akash Singh was recently recognised as top 24 CS Leaders for 2024 by Customer Success Collective. 20+ years' experience with high-tech companies like Telstra, Adobe and Dynatrace. He has been in the CS roles for the last 10 years and have been fortunate to build multiple CS practices and teams in Australia and in the US. Currently leads CS team for Software AG's Asia Pacific Japan region. Akash lives in Sydney and runs CS Meetups to build a like-minded community of CSM's on behalf of London based Customer Success Collective. ๐Ÿ”— You may connect with Akash via LinkedIn: https://www.linkedin.com/in/akashsinghaf/๐”๐’๐„๐…๐”๐‹ ๐‹๐ˆ๐๐Š๐’๐Ÿ“‘ Read: Designing a Profitable Customer Success Framework๐ŸŽฅ Watch: Achieving 120% NRR with the OGSMT Frameworkโฌ Download: How to Use Hubspot as a CS Software#CustomerSuccess #NetRetention #TelemetryData #SoftwareAG ๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download. 2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™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๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?Building a CS practice for the first time doesnโ€™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 teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more. ๐Ÿ“Œ Visit our Website - CSM Practice
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Aug 2, 2024 โ€ข 35min

Strategic Insights into the CSM Pooled Model

Send us a textHow can implementing a CSM pooled model enhance scalability and efficiency in customer success operations? For leaders looking to optimize team resources and improve customer engagement, Jeff Kinne will help you understand this strategy is crucial.Click here to watch the video on YouTube! ๐‡๐ˆ๐†๐‡๐‹๐ˆ๐†๐‡๐“๐’ - Discover how a CSM pooled model can drastically improve scalability and operational efficiency in customer success management.- Learn from real-world applications as Jeff Kinne shares transformative strategies used at Celigo to optimize team performance.- Explore how segmenting customer success responsibilities among teams enhances both high-touch and tech-touch client engagements.๐€๐๐Ž๐”๐“ ๐Ž๐”๐‘ ๐†๐”๐„๐’๐“Jeff Kinne, Head of Customer Success and CX Operations at Celigo, unveils strategic insights in steering cross-functional teams to deliver high-quality client solutions, from planning through execution. He excels in devising strategic solutions that align with business and technical roadmaps, enhancing profitability and reducing operational costs, while also boosting customer satisfaction through refined account management and relationship-building strategies.๐Ÿ”— You may connect with Jeff via LinkedIn: https://www.linkedin.com/in/jeff-kinne-customer-success/๐”๐’๐„๐…๐”๐‹ ๐‹๐ˆ๐๐Š๐’๐Ÿ“‘ Read: How to Deliver WOW Customer Experience at Scale via Non-CSM Managed Model๐ŸŽฅ Watch: What is a Dynamic Account Segmentation Modelโฌ Download: How to Level Up Your CS Strategy ๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download. 2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™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๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?Building a CS practice for the first time doesnโ€™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 teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more. ๐Ÿ“Œ Visit our Website - CSM Practice
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Jul 26, 2024 โ€ข 31min

TAM vs CSM: Navigating Customer Success Roles

Send us a textExplore the differences between Technical Account Managers (TAMs) and Customer Success Managers (CSMs) with Sol Refael and find out if we need both. Learn how to navigate account management effectively, handle challenges, and enhance customer relationships for success in your organization. Get practical tips and valuable insights from industry experts.Click here to watch the video on YouTube! ๐‡๐ˆ๐†๐‡๐‹๐ˆ๐†๐‡๐“๐’ - Delve into the distinct roles of TAMs and CSMs for streamlined account management.- Uncover practical strategies for overcoming challenges when merging technical and customer-centric tasks.- Gain expert insights on optimizing customer relationships and driving success in your organization.๐€๐๐Ž๐”๐“ ๐Ž๐”๐‘ ๐†๐”๐„๐’๐“Sol is an experienced Technical Customer Success and Project Manager, with over 10 years of experience in Customer Success work, leading and developing customer-oriented projects (Including 365 integration in the Ministry of Health, Digital communities' project users and Step-Ahead users). Over 5 years of experience in Customer Success Management in different large scale organizations. ๐Ÿ”— You may connect with Sol via LinkedIn: https://www.linkedin.com/in/sol-refael/๐”๐’๐„๐…๐”๐‹ ๐‹๐ˆ๐๐Š๐’๐Ÿ“‘ Read: What is a Customer Success Manager?๐ŸŽฅ Watch: CS Tech Stacks from a Technical Account Managerโฌ Download: Customer Success VS Customer Experience ๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download. 2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™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๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?Building a CS practice for the first time doesnโ€™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 teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more. ๐Ÿ“Œ Visit our Website - CSM Practice
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Jul 19, 2024 โ€ข 28min

Should we merge CS and Support roles?

Send us a textDive into a riveting conversation with Krishna Raj Raja, the visionary Founder and CEO of Support Logic, as he unveils the game-changing fusion of Customer Success and Support roles in the era of AI. Discover how embracing these changes can revolutionize customer service experiences and empower businesses to thrive in the digital age. Join us for a glimpse into the future of customer success like never before!๐‡๐ˆ๐†๐‡๐‹๐ˆ๐†๐‡๐“๐’ - Uncover AI's transformative potential in customer engagement and operational efficiency.- Learn how businesses can redefine industry standards through AI-driven solutions.- Explore a strategic roadmap for optimizing customer-centric AI technologies.Click here to watch the video on YouTube!๐€๐๐Ž๐”๐“ ๐Ž๐”๐‘ ๐†๐”๐„๐’๐“Krishna Raj Raja is the Founder and CEO of Support Logic, a pioneering figure reshaping customer success management through cutting-edge technologies and personalized approaches. His expertise in AI integration and strategic leadership has positioned him as a key influencer in driving sustainable growth and innovation within the industry.๐Ÿ”— You may connect with Krishna via LinkedIn: https://www.linkedin.com/in/krraja/๐”๐’๐„๐…๐”๐‹ ๐‹๐ˆ๐๐Š๐’๐Ÿ“‘ Read: Customer Support 2.0๐ŸŽฅ Watch: Customer Success VS Customer Supportโฌ Download: Sales to CS New Customer Handoff Template ๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download. 2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™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๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?Building a CS practice for the first time doesnโ€™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 teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more. ๐Ÿ“Œ Visit our Website - CSM Practice
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Jul 12, 2024 โ€ข 32min

Why the KORE Score Framework will Retire the Net Promoter Score

Send us a textAre we ready to say goodbye to the NPS score? Stephen Fulkerson, VP of Research and Advisory at TSIA, shares his groundbreaking framework, the KORE score, designed to assess various aspects of customer success and provide insights into organizational performance, customer satisfaction, and retention.The KORE Score - Keeping Organizational Outcomes, Retention, Renewals, References, and Reputation ExcellentWant to watch the full video? Join our Mastermind program! ๐Ÿ‘‰https://bit.ly/3VlI7gU๐‡๐ˆ๐†๐‡๐‹๐ˆ๐†๐‡๐“๐’ โ—พ Discover TSIA's groundbreaking research on monetizing customer success and industry performance trends.โ—พ Learn effective strategies to boost survey response rates and achieve forecasted targets for customer success metrics.โ—พ Dive deep into the KORE Score framework and its potential to revolutionize customer success metrics for businesses of all sizes.๐€๐๐Ž๐”๐“ ๐Ž๐”๐‘ ๐†๐”๐„๐’๐“Stephen Fulkerson is the Vice President of Research and Advisory, Customer Success at TSIA.  Stephen is best known for his thought leadership in customer success by taking hard and complex issues in customer success and simplifying them with innovative processes and frameworks.  In todayโ€™s discussion, Stephen will be revealing his latest framework called KORE SCORE which he believes will go head to head with Net Promoter Scores (NPS).๐Ÿ”— You may connect with Stephen via LinkedIn: https://www.linkedin.com/in/stephenfulkerson/๐”๐’๐„๐…๐”๐‹ ๐‹๐ˆ๐๐Š๐’๐Ÿ“‘ Read: Key Saas Metrics that Matterhttps://www.csmpractice.com/key-saas-metrics-that-matter/๐ŸŽฅ Watch: Customer Success KPIs that Matter Mosthttps://youtu.be/32Y1yjBryiAโฌ Download: Customer Success KPIshttps://www.csmpractice.com/customer-success-kpis-slides ๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download. 2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™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๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?Building a CS practice for the first time doesnโ€™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 teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more. ๐Ÿ“Œ Visit our Website - CSM Practice
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Jul 5, 2024 โ€ข 33min

Monetizing Customer Success - A Masterclass in CS Revenue Generation

Send us a textSanjeet Bali shares her journey of transforming a struggling customer success practice into a revenue-generating powerhouse. Learn how she monetized customer success, generating millions in revenue through strategic alignment, team building, and value realization. ๐‡๐ˆ๐†๐‡๐‹๐ˆ๐†๐‡๐“๐’ - Discover Sanjeet Bali's journey of transforming a failing customer success team into a multi-million dollar revenue engine.- Uncover the strategic tactics and value-driven approaches behind successfully monetizing customer success practices.- Gain expert insights into revenue generation strategies and the profound impact of customer success on accelerating business growth.๐€๐๐Ž๐”๐“ ๐Ž๐”๐‘ ๐†๐”๐„๐’๐“Sanjeet Bali is a customer-centric executive known for building and leading global support and success operations, focusing on enhancing customer experiences and driving revenue growth through strategic vision and agile methodologies. With a proven track record in transformative leadership, Sanjeet inspires diverse teams, fosters customer loyalty, and champions continuous improvement for sustainable business growth.๐Ÿ”— You may connect with Sanjeet via LinkedIn: https://www.linkedin.com/in/sanjeet-kaur-bali-65682a1/๐”๐’๐„๐…๐”๐‹ ๐‹๐ˆ๐๐Š๐’๐Ÿ“‘ Read: Should You Charge for Customer Success?https://www.csmpractice.com/should-you-charge-for-customer-success/๐ŸŽฅ Watch: How You Should Charge for Customer Successhttps://youtu.be/azKbKPN8v0Iโฌ Download: Charging for Customer Success Cheatsheethttps://www.csmpractice.com/charging-for-customer-success/ ๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download. 2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™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๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?Building a CS practice for the first time doesnโ€™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 teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more. ๐Ÿ“Œ Visit our Website - CSM Practice
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Jun 28, 2024 โ€ข 27min

Take Your CS Operations Team to the Next Level

Send us a textWhat is a Customer Success Operations team and why do you need one? Ben Krefting, Chief Customer Officer at Cross River, shares invaluable insights from his extensive experience, shedding light on the strategies that have proven effective in scaling customer success operations and significantly improving customer experience.๐‡๐ˆ๐†๐‡๐‹๐ˆ๐†๐‡๐“๐’ - Ben's unique methods for structuring and managing CS operations teams to drive efficiency and effectiveness across the board.- How Cross River has transformed its approach to partner management, leading to stronger, more fruitful relationships and an unparalleled customer experience.- An inside look at the technology stack and tools that empower the CSOPS team at Cross River, enabling them to automate solutions and provide data-driven insights that fuel growth and customer satisfaction.Click here to watch the video on YouTube!๐€๐๐Ž๐”๐“ ๐Ž๐”๐‘ ๐†๐”๐„๐’๐“Ben Krefting, Chief Customer Success Officer at Cross River, is a visionary leader passionate about bridging the gap between the potential and realized value of technology for customers. With a rich background in engineering, consulting, and leading transformative programs, Ben excels in both technical realms and strategic business discussions. ๐Ÿ”— You may connect with Ben via LinkedIn: https://www.linkedin.com/in/benkrefting/๐”๐’๐„๐…๐”๐‹ ๐‹๐ˆ๐๐Š๐’๐ŸŽฅ Watch: The Vital Role of CS Operations in Proactive Company Transformationhttps://youtu.be/ILn3vRxAB38โฌ Download: How Mature is Your CS Ops Team?https://www.csmpractice.com/cs-opsโฌ Download: Top 5 CS Ops Manager Skillshttps://www.csmpractice.com/cs-ops-skills-infographic ๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download. 2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™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๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?Building a CS practice for the first time doesnโ€™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 teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more. ๐Ÿ“Œ Visit our Website - CSM Practice
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Jun 21, 2024 โ€ข 30min

If You Don't Have a Customer Advisory Board Yet...Listen to this!

Send us a textHow can executive advisory boards transform your company's approach to Customer Success? In this episode of the CSMP Podcast, Irit Eizips and Mike Marchetti, Chief Customer Experience Officer at DRB, discuss the pivotal role these boards play in driving growth and enhancing customer engagement. With a background in Silicon Valley, Mike offers invaluable strategies for tech companies.Highlights include:- The strategic value of executive advisory boards in developing deep relationships with key clients.- Practical tips from Mike on setting up and optimizing these boards to meet market demands and customer expectations.- Strategies for leveraging executive advisory boards to navigate market changes and maintain company agility.- Managing competing client interests within the board to foster harmony and collective achievement.Customer Success professionals and business leaders, are you eager to deepen your engagement strategies and drive your companies forward? Discover the power of executive advisory boards in unlocking loyalty, enhancing customer experiences, and propelling your company to new heights of success! Click here to watch the episode on YouTube.โ—พ๏ธโ—ฝ๏ธโ—พ๏ธโ—ฝ๏ธโ—พ๏ธโ—ฝ๏ธโ—พ๏ธโ—ฝ๏ธADDITIONAL RESOURCES๐Ÿ“‘ Read: How to Prove Value to Customershttps://www.csmpractice.com/how-to-prove-value-to-customers/๐ŸŽฅ Watch: Unveiling the CCO Role - Insights and Strategies for Successhttps://www.youtube.com/watch?v=RNtOob0248g&feature=youtu.beโฌ Download: Unveiling the Top Skills of a Chief Customer Officerhttps://www.csmpractice.com/top-skills-chief-customer-officer-infographic ๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download. 2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™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๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?Building a CS practice for the first time doesnโ€™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 teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more. ๐Ÿ“Œ Visit our Website - CSM Practice
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Jun 14, 2024 โ€ข 28min

Career Change - From Tech Support to CS

Send us a textAre you contemplating a leap into a customer success role or pondering a career shift within the tech landscape?This episode is tailor-made for you! We're thrilled to feature Imro Budhoo, Director of Customer Success Europe at Basware, and Waseem Shaikh, Manager of Customer Success at BrowserStack. They're here to unfold their transformative journeys and impart crucial strategies for smoothly transitioning into customer success.KEY TAKEAWAYS- Mastering strategies for a frictionless move to customer success.- Cultivating essential skills that are vital for success in this evolving role.- Fostering strong customer relationships and enhancing ROI.Click here to watch the episode for additional slides and templates! ABOUT THE GUESTSWaseem Shaikh, currently serving as Manager of Customer Success at BrowserStack, boasts a diverse background in software testing, with over 12 years in the Software Tech/SaaS industry. Born and raised in Mumbai, India, his journey from a Manual Tester to Automation Tester, and then from Technical Support to Customer Success Representative at BrowserStack, showcases a unique blend of technical expertise and customer success acumen. ๐Ÿ”— You may connect with Waseem via LinkedIn: https://www.linkedin.com/in/waseem-shaikh-a0b3a5198/Imro Budhoo, the Director of Customer Success Europe at Basware, boasts 19 years of dedicated experience in customer support and success management, having climbed the ranks from a support consultant to leading a team of Customer Success Managers across Europe. Born, raised, and currently residing in Amsterdam, Imro is recognized as a driven CS professional with a strong emphasis on building relationships and delivering the outcomes customers seek through products and services. ๐Ÿ”— You may connect with Imro via LinkedIn: https://www.linkedin.com/in/imro-budhoo-b7b56497/#CustomerSuccess #CareerChange #TechCareers โ—พ๏ธโ—ฝ๏ธโ—พ๏ธโ—ฝ๏ธโ—พ๏ธโ—ฝ๏ธโ—พ๏ธโ—ฝ๏ธADDITIONAL RESOURCES๐Ÿ“‘ Read: The Customer Success Manager Capabilities Modelhttps://www.csmpractice.com/csm-profiles๐ŸŽฅ Watch: From Retail to Customer Success - Career Changehttps://youtu.be/MayAhWHVQJoโฌ Download: Customer Success Acronyms and Abbreviations Every CSM ๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download. 2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™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๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?Building a CS practice for the first time doesnโ€™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 teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more. ๐Ÿ“Œ Visit our Website - CSM Practice
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Jun 7, 2024 โ€ข 26min

What You Don't Know About Customer Success Career Paths - Deltek Does!

Send us a textDive into the depths of the Customer Success career path and uncover career development insights with Christine Boermeester, Senior Director of Customer Success at Deltek, on this enlightening episode of the CSM Practice Podcast. Christine, a true mastermind in the CS domain, shares her invaluable experience with Deltek's groundbreaking approach to establishing a clear career framework for CSM teams. This episode is a goldmine for tech CEOs and SaaS leaders, offering:KEY HIGHLIGHTS- Discover how Deltek's innovative career development framework brings enhanced clarity and motivation to their CSM team. - Gain access to Christine's expert strategies for integrating competencies with career advancement โ€” essential knowledge for both CSMs and executives.- Explore the transformative power of a well-defined career path in fostering team cohesion and nurturing a vibrant company culture. Click here to watch the interview on YouTube.ABOUT OUR GUESTChristine Boermeester, Senior Director of Customer Success at Deltek, has championed exceptional customer experiences and honed her expertise in building global customer success teams over her 20+ years with the company. She believes that proactively nurturing customer relationships, ensuring ease of doing business, and supporting and developing her employees are key to elevating both the customer and employee experience, leading to increased growth.๐Ÿ”— You may connect with Christine via LinkedIn: https://www.linkedin.com/in/christine-boermeester-9315472/#TechLeadership #SaaSSuccess #CustomerSuccessManagement #CareerGrowthโ—พ๏ธโ—ฝ๏ธโ—พ๏ธโ—ฝ๏ธโ—พ๏ธโ—ฝ๏ธโ—พ๏ธโ—ฝ๏ธADDITIONAL RESOURCESWomen in Customer Success Podcast - https://www.marijaskobepilley.com/podcastWomen at Work Podcast -  https://hbr.org/2018/01/podcast-women-at-work ๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download. 2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™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๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?Building a CS practice for the first time doesnโ€™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 teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more. ๐Ÿ“Œ Visit our Website - CSM Practice

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