Hey CS Community, For 2021 goals, I'd like the CSM's to start gathering customer references. They will have a goal of 3 per quarter. Does anyone have an example of a referral process? Or am I over-engineering and just ask a customer and note in CRM?? Thanks!
Hi there! Wondering if anyone has a sample of a red accounts playbook that you'd be willing to share. We are in the midst of creating a framework for red account management and I'd love to see how others have addressed the challenges. Thanks!
Hi everyone, we are a small B2B SaaS startup that serves SMBs in the entertainment industry. In the past few months, we've been onboarding more "enterprise" customers that require more of a high-touch approach and a longer implementation cycle. We are mainly tech-touch throughout the entire process other than initial setup…
GGR Community -- My team and I are developing a series of leadership training sessions to help them effectively manage their teams and books of business. One of the parallels we are drawing for them is that the Customer Journey from Sale>Onboarding>Success Path>Renewal is akin to a sales opportunity (Discover Need>Develop…
GGR Live: Boston | Scaled Customer Success | June 7 Effective Strategies to Reduce Cost via Scaled Customer Success In a time where “doing more with less” is top of mind for leaders, come together with your peers to discuss effective strategies and best practices to scale and meet your organizational goals without…
When Thursday, June 8 11:00am - 12:00pm EST Who Customer Success Leaders who are building and scaling at B2B SaaS companies What * learn from each other in breakout room discussions * talk about Doing More with Less * sign up for specific dates or the whole series Expand your network and leave with one new idea to…
THE VAULT: Secrets of CS Leaders "Doing the right things" Its a cliche as old as time — “doing more with less” — we'd rather think about it as "doing the right things". Every business is different and every customer success leader has different challenges - but do we really? Join us in THE VAULT for an evening where…
When Thursday, June 22 11:00am - 12:00pm EST Who Customer Success Leaders who are building and scaling at B2B SaaS companies What * learn from each other in breakout room discussions * talk about Doing More with Less * sign up for specific dates or the whole series Expand your network and leave with one new idea to…
When Thursday, July 6 11:00am - 12:00pm EST Who Customer Success Leaders who are building and scaling at B2B SaaS companies What * learn from each other in breakout room discussions * talk about Doing More with Less * sign up for specific dates or the whole series Expand your network and leave with one new idea to…