-
The Vault - 7 Pillars of CS
July 10, 2023 This week we are bringing back a 2021 podcast with Wayne McCulloch on the 7 pillars of Customer Success. Focusing on the fact that it is moments with the customer rather than the customer relationship that is owned, Wayne shares how focusing on those key moments will provide a stronger customer experience.…
-
10-Minute Trumpet: Take the Pressure Off Your CSM Team
July 17, 2023 This week, Jeff takes a quick look at how to help your CSM team manage the increasing pressure they are under: 1:many programs. Jeff walks you through 5 steps to move quickly into some effective and simple ways to to allow your CSMs to scale where they can so they can focus on what they need to. Listen Now
-
Scaled CS is all about efficiency
July 24, 2023 Scaled CS is a hot topic due to the constraints most organizations are facing, but what does that really mean and how do you do it well? Chris Dishman, SVP of Customer Success at Totango spends some time with Jeff sharing his insights. Scaling CS doesn't change the focus of CS, it simply looks at ways to make…
-
10-Minute Trumpet: Over-indexed on having named CSMs
July 31, 2023 This week, Jeff takes a quick look at the idea that every customer gets a CSM. This belief has resulted in high costs, lower impact, and a mistaken idea that the CSM is the solver of all problems. Instead, focus on your top revenue generators for 1:1, and look at scaling the rest in an effective and valuable…
-
10-Minute Trumpet: Relationships at Scale
August 7, 2023 This week, Jeff takes a quick look at the increasing need to build relationships, and the need to do it at scale. Why scale a relationship? The changing dynamic of the stakeholders themselves as well as the need to move away from a single point of contact are all factors. Take a listen to a variety of ways…
-
Scaling CS with Community
August 21, 2023 This week, Jay Nathan talks to Shauna McClemens about how Higher Logic Vanilla has built a strategy utilizing their customer community to scale CS programs. By ensuring that the entire community is focused on customer success, companies are able to provide a space for 'the right information at the right…
-
The Vault - Building Relationships During Uncertain Times
August 21, 2023 In this re-release from April 2020, Jay joined Mark Stoddard and Dave Blake of ClientSuccess as part of their CS Leadership Webinar Series. Although they talk about the impact of COVID on the market in general and customer engagement specifically, the conversation is just as relevant today as teams undergo…
-
10-Minute Trumpet: Specialized Roles
August 28, 2023 This week, Jeff discusses the various stages of the CS team and focuses on the newest realm of specialized roles. All of the stages are important to building an effective team. These specialized roles: Scaled Program Managers, Customer Marketers, and Community Managers can help drive specific outcomes by…
-
How CS Leaders Can Adopt AI
September 4, 2023 This week Rohan Gupta and Gopal Srinivasan, Partners at Deloitte, join Jeff to talk about a hot topic: AI in Customer Success. Generative AI has made access more accessible for the average person, but what are some ways CS teams can utilize AI to support the work they do in a more effective and efficient…
-
Scaling CS: Daphne Lopes with Hubspot
September 11, 2023 Daphne Lopes, Principle Manager of CS at Hubspot joins Jay Nathan to talk about Hubspot's focus on meeting each customer at the right time with the right information through scaled CS. In this episode, learn how segmentation, data models, content, and cross-collaboration all play a foundational role in…