Scaled CS - The Good, the Bad, and the Ugly

Heather Wendt

When thinking about scaled programs, what are the pro's and con's of scaling Customer Success? What are some successes and/or failures you have experienced in the process of implementing a scaled program?

Michelle Wideman

Hi @Heather Wendt, big topic! The pro's are definitely being able to customize a customer journey based on the type of customers so you can optimally support their unique needs. The concern is the cost to support the customer. Successes definitely revolve around putting the right technology in place that provides as much user information as possible. The more insights we have into customer usage that enable us to put triggers in place to identify churn(not using tech) or upsell opportunities(over deployed) the better! Playbooks can be put in place to respond to the automated triggers, enabling the humans to scale and keep our costs down. A lesson I learned in rolling out a community is hire a community specialist, in startup mode we often try to do more with less, but I learned it is a special skill set that requires a dedicated human for it to really take off.

Heather Wendt

Great information, @Michelle Wideman! Really appreciate the insights and reminders about how important it is that we track product usage and have a customer journey that allows for that customization! And I COMPLETELY agree that without that community specialist, you are not going to see the results you hope for, and if you spent money on community tech, it is going to be very disappointing!

chrisdishman

@Heather Wendt this is a hot topic, that truthfully I love! A Couple of thoughts to add to what @Michelle Wideman commented:

Pros: Scaled programs provide consistency for our customers. Done well, and well planned, it can meet them where they are in that journey, and not only help drive adoption, but point them in a direction of healthy growth. It does take some thoughtful planning, but through that, you can develop a strong map for them to success. Another benefit to that, is that a well thought out scaled CS Program benefits your larger "managed" accounts as well. You can leverage much of the same processes to help improve efficiencies to better support the CS Team.

Cons: If it is not well thought out, you can lose the personalization, lose touch with your customers, and put large groups of accounts at risk. Like was previously mentioned, having the right visibility of data and metrics on a customers "health" can help prevent those situations.

But the key is planning. Lots of great tech out there to help facilitate a solid scaled motion, but without a well thought out approach...you run the risk of creating gaps in how you support your customers.

Heather Wendt

Great additions @chrisdishman! It is all about planning well...leaving things to chance or not bringing in all stakeholders is worse than the damage that can occur due to an overloaded team. Appreciate your input!

Brian O'Keeffe

https://gaingrowretain.com/discussion/comment/11275#Comment_11275

You point out a key lesson: resources have to be allocated and that team member(s) has to have strong CSM consultative skills, the ability to pivot and the ability to be creative in ways to keep customers engaged and help them find value in the software and quick, smooth follow ups to all needs.

Example: seeding community engagement. Customers used to emailing can be responded to via email with a link to thread that has the answer. or tagging users to "introduce" them to other users with an issue they have solved who you suspect might be very similar.

I see a lot of myopia that can prevent that or, an atmosphere to tied down where there is a list, that you check, and never vary from. That will not work.

Brian O'Keeffe

https://gaingrowretain.com/discussion/comment/11278#Comment_11278

There is no reason digital cannot be warm and personalized. That is a myth. When done carefully and with thought, it can be very personal and warm (not just a bunch of emails, as I so often hear from naysayers) and engages the customer exactly like a one off direct message or engagement. It may not be identical but it can have the same power and results!

chrisdishman

@Brian O'Keeffe 100%! With the right attention, it can actually be even BETTER than a manual outreach! ;-). I have seen huge success in layering digital workflows into a hightouch model, which drives greater scale and efficiencies for the CSMs.