Companies with a customer-centric account health scoring system enjoy a 95% increase in customer retention.

To be more customer-centric, you need an account health scorecard that takes a holistic approach to measure your health and your customers’ health. In this Process Street article, we’ll show you how to do that.

We’ve produced your ultimate workflow guide to help you create this account health scorecard. This template is free for you to use from your Process Street account (you can sign up to create your free account here). This workflow guide has been produced based on the Customer-Centric Digital Transformation report by Deloitte.

You’ll also learn the key benefits you’d expect from taking this holistic approach to measuring an account’s health, with two real-life case studies.

This article is structured as follows:

• Create an account health scorecard that measures customer and business success
• Why you need an account health scorecard
• Case studies: Applying the account health scorecard approach in real life

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According to Deloitte Insights, advances in technology are changing the business landscape and they are calling this a digital disruption. This is altering customer expectations and demands, presenting critical challenges for customer success teams globally.

To successfully ride this wave of change, Deloitte – and us here at Process Street – believe businesses should rethink how they are measuring value delivered to the customer. The aim is to ensure these measurements are customer-centric to refine CS activities and enhance the customer’s experience.

Think of it as a customer success evolution in response to digital disruption.

This CS transformation has the potential to bolster positive referrals by 83%, lower costs by 20%, and increase customer lifetime value by x1.6.

What have you got to lose?

In this article, you’ll learn how to apply a customer-centric means of measuring customer value generated for your organization. I’ve split the process down into three steps based on the Customer-Centric Digital Transformation report by Deloitte.

• From churn reduction to customer value generation (applying customer success 2.0)
• Measuring value in 3 steps: Determining customer and internal success
• Determining value generated – Step #1: Measure the outside-in value perception
• Determining value generated – Step #2: Measuring inside-out value perception
• Determining value generated – Step #3: Measuring internal success using business outcomes

With that said, let’s jump straight to it!
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David Campbell is a digital marketing specialist at Ramp Ventures. He helps manage the content marketing team at Right Inbox. When he’s not working, he enjoys traveling and trying to learn Spanish.

Co-marketing involves connecting with like-minded brands to achieve similar marketing goals. When you collaborate with another brand’s marketing team, you can reach more potential customers with your products, and create highly engaging creative campaigns, too.

Products are not the only things you can promote through co-marketing. You can promote your content, and by extension, your brand. One of the ways you can do this is by building strong co-marketing relations with other marketing teams with the goal of sourcing valuable content & backlinks that will strengthen the quality of your blog or content offering.

In this article for Process Street, we’ll look at how co-marketing can heavily increase your backlinking game.

• Co-marketing at a glance
• 3 reasons to adopt co-Marketing
• Successful co-marketing examples
• Co-marketing: the step-by-step guide
• Your business’s key to success

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Alex Husar is the Chief Technology Officer at Onilab. For over eight years, he’s been working on Magento migration and development projects as well as building progressive web apps (PWAs). Alex is an expert in full-stack development who shares his expertise and in-depth knowledge on modern technologies and Computer Software Engineering.

Ecommerce businesses all over the globe have never been as focused on delivering the best possible user experience as now. The mobile-first approach, never-ending performance optimization, and the move towards headless ecommerce architecture are among core signs of this trend.

It’s about to accelerate in the coming months and years. Google has recently announced significant changes in its search ranking, connected exactly with the way people perceive websites. Page experience metrics will soon join other crucial indicators that influence websites’ positions in SERPs.

There are the Core Web Vitals:

• Largest Contentful Paint (LCP)
• First Input Delay (FID)
• Cumulative Layout Shift (CLS)

These signals reflect how successfully users interact with web pages. The aim of measuring them is to improve the level of satisfaction from such experiences considerably.

Firstly, in this article for Process Street, we’ll get acquainted with the peculiarities of Core Web Vitals. And, secondly, we’ll consider what tweaks you could make to ameliorate these metrics on Magento-based online stores.

• Why worry about Core Web Vitals?
• How to measure Core Web Vitals
• Magento: Improve Largest Contentful Paint (LCP)
• Magento: Fix First Input Delay (FID)
• Magento: Stabilize Cumulative Layout Shift (CLS)

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A recent Deloitte study found a mere 30% of respondents stated customer success was a strategic priority by the board of directors. Only 26% reported official business communications to regularly mention customer success.

At Process Street, we find this concerning. Technological advancements and the rise of Industry 4.0 are altering the business landscape. Businesses are facing new pressures, with changing customer demands and expectations as the biggest catalyst altering how business is done. To respond, organizations need to focus on customer success (CS).

Businesses need to lead a successful customer success transformation, one that means they’re more customer-centric. In this Process Street article, I explain how organizations should do this in three simple steps.

• Why we need to think differently about customer success
• The companies leading in customer success are making a customer-centric transition
• 3 steps to manage your customer-centric transition

With that said, let’s jump straight to it!
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“Employees in a well-structured onboarding program are 69% more likely to remain at the company after 3 years.” – Society for Human Resource Management (SHRM), 2010 Employee Benefits

1 out of 25 employees leave their new job due to substandard onboarding experiences.

In contrast, a good employee onboarding program can boost employee retention by 69% after 3 years.

Process Street is dedicated to helping our users improve their business operations, and employee onboarding is a prime focus area. On this, we’re surprised to learn that some of our customers have been using Excel for employee onboarding.

According to Harvard Business Review, companies – on average – lose 23% of their new hires after one year. A more thoughtful approach to employee onboarding can dramatically improve this statistic for your organization; and for that, we say, get off Excel.

“…a lot of B2B productivity products are competing with Excel sheets and other products that are totally not built for the specific problem they solve.” – Bram Kanstein, Tech Out Loud, The Product Before the Business by Bram Kanstein

In this Process Street article, you’ll learn why Excel sucks for employee onboarding, and why workflow management solutions offer better onboarding solutions.

Click on the relevant subheader to jump to your section of choice, alternatively scroll down to read all we have to say.

• Scenario: Onboarding using Excel
• 8 reasons why you need to ditch Excel as your employee onboarding software
• Overcoming Excel onboarding limitations with a workflow management solution

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Mike Nemeroff is the co-founder and CEO of RushOrderTees. An entrepreneur from an early age, Mike and his siblings started a small screen printing business in their garage as teens and RushOrderTees was born. Under Mike’s leadership, the business has grown into the $75 million dollar ecommerce company that it is today with more than 225 employees.

Everyone wants to have a successful business, but getting there can be a challenge. Your team can make or break a project. For that reason, you need to surround yourself with individuals who can provide an added boost to your production levels.

Who should you choose for your team?

It takes all personality types to successfully manage a team and pull them towards your objectives. You need to find the right people who can work together and motivate others to meet your business needs.

The best types of team members give your business the right momentum and direction while providing open communication. Running a business can be difficult, but finding the most qualified people to fill those vital roles is even more complicated. You need to choose individuals who are willing to support, guide, and even challenge your ideas.

This Process Street post will walk through the four best personalities that can help run a successful organization:

• Workplace personality #1: The Leader
• Workplace personality #2: The Task Manager
• Workplace personality #3: The Abstract Thinker
• Workplace personality #4: The Champion

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This is a guest post by Andriy Zapisotskyi. Andriy is a Growth Manager at Mailtrap. He has over 5 years of experience in the field of marketing & loves to network with new people.

Jeff Gardner (Director of Customer Support & Success at Intercom in the early days) on customer communications:

“It’s got to be easy. Don’t make customers jump through hoops to use your product.

It’s got to be effective. Know everything about your product, including its limitations.

It’s got to be authentic. Make sure everyone’s aligned on your fundamental cultural values.”

As a Customer Success Manager, you represent the customer’s interest and your goal is to help them get value from your product. In many ways, they are the link between the user and the company, and that link grows stronger the more acquainted with the product the customer becomes.

CSMs are kind of like a combination of product manager and technical support; one of their chief duties is leading the Customer Success team in handling all communication from the customer about the product, be it questions about service, onboarding, or resolving technical difficulties.

It goes without saying that communication is important. The tone, content, and delivery of any kind of messaging should be refined and optimized to deliver the best possible customer experience. You should consider how to tailor different messages for different purposes, mediums, and customer profiles. A one-size-fits-all approach is unlikely to get you very far, and a keen understanding of etiquette around customer success communications is essential.

This means the CSM needs to be able to take into account the nuances of written communication with individual customers and be able to adjust their approach to each specific situation.

In this Process Street post, I’ll detail the core principles vital for a CSM to lead their team to successful communications with all customers.

• CSM communications etiquette: Ground rules
• CSM communications etiquette: Provide a solution
• CSM communications etiquette: Closing a query

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We’re all using multiple apps for work, and we know how quickly this work becomes inconsistent and messy. You don’t always know what’s been done or what to do next.

For years, Process Street customers have been automating work and showing us first-hand the value of integrating Process Street with other tools to create powerful workflows like updating Salesforce opportunities, filing Jira tickets, and sending DocuSign contracts.

Today, we’re excited to announce Automations, a new set of direct integrations helping you create and run custom processes using built-in functionality from some of the world’s most popular software tools.

Anyone who’s ever updated an opportunity in Salesforce or created an issue in Jira knows the power of those applications. It can feel like a world of endless possibilities right at your fingertips. It’s what we love about these tools, and why teams like us use them every day.

But sometimes, instead of endless possibilities, you need a specific set of tasks done quickly and correctly. You need a process. That’s what we’ve helped thousands of companies with, and that’s why we’re so excited to announce our newest feature, Automations.

Automations brings your critical apps together to drive your team’s most important processes. Powering Automations is a new set of native integrations with:

• Salesforce
• Jira
• Slack
• DocuSign
• Google Sheets
• Plus powerful new functionality within Process Street itself

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