Looking for a training in order to build my tech touch strategy

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Elisabeth Courland
Elisabeth Courland Member Posts: 10 Contributor
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edited August 2020 in CS Technology
Hello everyone, 

I am in charge of building the Customer Success Strategy for tech touch segment of my company.
This is a great and challenging topic. 

Besides tool which is another topic, I am now looking for a training regarding marketing automation or customer success tech touch. 
I already found the amazing resources from @Jay Nathan and @Jeff Breunsbach but i need some practical knowledge to understand where to get started.
Would you have any material/ training / Ressources to recommand please?


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  • Jared Orr
    Jared Orr Member, CS Leader Posts: 52 Expert
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    edited August 2020
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    Hi @Elisabeth Courland. I have recently taken some CS training courses that have really helped me and even gotten me a few certifications.

    The two certifications I've received so far are from SuccessCoaching and CS Mastermind. Both are fantastic platforms to learn, grow, and connect with CS professionals. 

    I would recommend CS Mastermind since they have weekly virtual meetups and the two coordinators, Sue and Jason, have become great mentors for me. You can check it out here: 
    https://adopttec.com/?ref=cd25b4 SuccessCoahing is also a great place to gain some awesome industry knowledge. I'm currently working on my Level 3 certification from them. See more here: https://vrlps.co/FW24N3h/cp

    Best of luck!

    Jared Orr

    Customer Success Whisperer

  • Elisabeth Courland
    Elisabeth Courland Member Posts: 10 Contributor
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    edited August 2020
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    Thanks Jared :)
  • Carlos Quezada
    Carlos Quezada Member Posts: 2 Navigator
    edited August 2020
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    Elisabeth,

    We have built our CS practice with a digital 1st approach.
    If you'd like we can connect offline and I can share what we have done along the lines of scaling our digital CS journey.

    Carlos Quezada
    Head of Customer Success & Digital Services
    Aruba Networks a Hewlett Packard Enterprise Company


  • [Deleted User]
    [Deleted User] Posts: 260 Expert
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    edited August 2020
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    I'd love to sit in on this too - its actually coming up in our business. Maybe we record it and can post it back here for more to engage with @Carlos Quezada
  • Peter S
    Peter S Member Posts: 4 Seeker
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    edited August 2020
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    I would also be very happy to participate, as I am in a similar spot at the moment.
  • Anita Toth
    Anita Toth Member Posts: 246 Expert
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    edited August 2020
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    @Jeff Breunsbach  That would be awesome if you could record and share.  +1 to that idea. ?
  • Sana Farooq
    Sana Farooq Member Posts: 23 Thought Leader
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    edited August 2020
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    I would be happy to join as well; we just built out our Tech Touch initiative at the end of last year.
  • Brian Hartley
    Brian Hartley Member Posts: 184 Expert
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    edited August 2020
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    +1 for attendance or access to recording :)
  • rosalynas
    rosalynas Member Posts: 2 Navigator
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    edited August 2020
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    +1 to attending! We kicked off this work a week ago and I would love to find ways to keep the momentum going.
  • Walter Zepeda
    Walter Zepeda Member Posts: 20 Thought Leader
    edited August 2020
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    I would definitely like to get in on that if possible! I really need to get started on this
  • rosalynas
    rosalynas Member Posts: 2 Navigator
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    edited August 2020
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    Circling back on this thread, is anyone point on getting a meeting scheduled? If not, I'm happy to send out a doodle poll and get something on our calendars.
  • Carlos Quezada
    Carlos Quezada Member Posts: 2 Navigator
    edited August 2020
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    Rosalyn,

    Thanks for following up.


    Jeff Breunsbach and I were discussing about formalizing this.


    @Jeff Breunsbach thoughts?

    Carlos

     

     

     

     

    signature_30750519

    CARLOS QUEZADA

    HEAD OF CUSTOMER SUCCESS

    T:650.236.7375 M:408.623.4398  |  carlos.quezada@hpe.com
    3333 SCOTT BLVD  |  SANTA CLARA, CA 95054

     

     



    -------------------------------------------
    Original Message:
    Sent: 8/27/2020 1:44:00 PM
    From: Rosalyn Curato
    Subject: RE: Looking for a training in order to build my tech touch strategy

    Circling back on this thread, is anyone point on getting a meeting scheduled? If not, I'm happy to send out a doodle poll and get something on our calendars.
  • Christian Baliko
    Christian Baliko Member Posts: 1 Navigator
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    edited August 2020
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    +1 to attending! Would be great if it could recorded! Thanks!

    ------------------------------
    Christian Baliko
    Customer Success Manager - Ungerboeck
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 08-25-2020 13:57
    From: Jeff Breunsbach
    Subject: Looking for a training in order to build my tech touch strategy

    I'd love to sit in on this too - its actually coming up in our business. Maybe we record it and can post it back here for more to engage with @Carlos Quezada

    ------------------------------
    Jeff Breunsbach
    Director, Customer Experience | Higher Logic
    ------------------------------

    Original Message:
    Sent: 08-25-2020 12:59
    From: Carlos Quezada
    Subject: Looking for a training in order to build my tech touch strategy

    Elisabeth,

    We have built our CS practice with a digital 1st approach.
    If you'd like we can connect offline and I can share what we have done along the lines of scaling our digital CS journey.

    Carlos Quezada
    Head of Customer Success & Digital Services
    Aruba Networks a Hewlett Packard Enterprise Company



    ------------------------------
    Carlos Quezada

    Original Message:
    Sent: 08-19-2020 05:46
    From: Elisabeth Courland
    Subject: Looking for a training in order to build my tech touch strategy

    Hello everyone, 

    I am in charge of building the Customer Success Strategy for tech touch segment of my company.
    This is a great and challenging topic. 

    Besides tool which is another topic, I am now looking for a training regarding marketing automation or customer success tech touch. 
    I already found the amazing resources from @Jay Nathan and @Jeff Breunsbach but i need some practical knowledge to understand where to get started.
    Would you have any material/ training / Ressources to recommand please?




    ------------------------------
    Elisabeth Courland
    Customer Success Manager
    ------------------------------
  • Anna Alley
    Anna Alley Member, CS Leader Posts: 70 Expert
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    edited August 2020
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    I would love to participate in this as well. We have just started building out our Tech Touch strategy and are being challenged further on expansion and scalability. Would love to hear from others on how they're accomplishing similar asks!
  • [Deleted User]
    [Deleted User] Posts: 260 Expert
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    edited August 2020
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  • Sana Farooq
    Sana Farooq Member Posts: 23 Thought Leader
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    edited September 2020
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    Hey All,

    I unfortunately (or fortunately, depending on how much you appreciate oral hygiene) have a dentist appointment tomorrow at our scheduled time, and our Tech Touch Manager is also booked so can't attend as my replacement. Please feel free to reach out to me afterwards if you'd like to chat through our efforts building out our growing Tech Touch segment. Happy to schedule some time!
  • Elisabeth Courland
    Elisabeth Courland Member Posts: 10 Contributor
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    edited September 2020
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    Will you be able to record the conversation please @Jeff Breunsbach ?
  • [Deleted User]
    [Deleted User] Posts: 260 Expert
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    edited September 2020
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    Thank you to all of those that showed up yesterday - we had a good discussion but realized that we can go further in depth. We're going to be creating a Mini-Series around CS Technology to help dive deeper in specific topics. 

    For now, here's a link to the recording: