As a #customersuccess professional, the sooner you start setting the right expectations with the customers, sales team & other involved parties, the faster you can support your customers to achieve the outcomes they desire. ? A major part of this happens during 'Sales to CS Hand-off' in your Onboarding cycle. A few months…
Hello community! Happy Sunday! This time reaching out to see if anyone here could share their template/checklist for Sales to CS handoff. I'm looking to create a template that can later be added to Salesforce with all the information needed from the customer. I've taken some notes of the things that should be included such…
Hey guys, I was just interested to hear if there were any 'lightbulb' moments that people have had when they've been looking at their onboarding process, particularly through the first 30 days or so. Have you changed anything, or added anything, that's made a major impact to the way customers have interacted with you, or…
Hi all, We use Intercom, it's a great conversational tool with lots of added features. Our customers can speak with us via live chat with an avg response time of 30 mins. I'm keen to use the data (number of conversations, type of conversations, and rating of conversations) as a metric for our automated health scores, but…
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…