All posts in Customer Success

5 Tips to Make Your Customer Success Vectors Actual Vectors (KSIs Not KPIs)

Header image: Customer Success Vectors

Customer success metrics usually tell you where an account is right now. A customer health score can show risk, engagement, sentiment, support load, and account value. That snapshot matters, but it does not show whether the customer is moving toward the outcome they actually bought your product to achieve.

That is where customer success vectors are useful. A customer success vector adds direction and magnitude to your customer success KPIs: where the customer is today, where they need to go, and how quickly they are moving toward that desired outcome.

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4 Reasons Your SaaS is Failing to Create an Awesome Customer Experience

Customer success operations lead adjusting a customer experience service console for SaaS education, support, community, and renewal.

This article was originally contributed by Shayla Price.

SaaS customer experience is the full path a customer takes from the first promise to the renewal decision. It includes the content they read, the support they receive, the community they trust, and the operational follow through that proves your product is worth keeping.

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5 SaaS Renewal Best Practices (That Actually Work!) for Retaining Customers & Improving Renewals

Black-and-white customer success operator adjusting a renewal flywheel model for improving SaaS renewals.

Every 28 days, a lovely Hermes delivery-person brings a crate of the world’s finest craft beer to my house.

But if it were up to me, I wouldn’t receive these beer boxes at all.

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4 Customer Success Metrics to Inform Your Product-Led (Expansion) Growth Strategy

Header image: Product-Led Expansion Metrics

Product-led growth changes the customer success job. Instead of waiting for an account manager to create every next step, customers discover value inside the product, adoption data shows where momentum is building, and the customer success team turns those signals into repeatable expansion plays.

The best product-led customer success metrics connect that motion end to end: acquisition, adoption, retention, and expansion. They inform product-led expansion growth strategy, reduce customer acquisition cost, improve customer lifetime value, and build expansion revenue without losing the human workflows behind customer outcomes.

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How to Achieve Achieve Success With Customer Feedback System

customer feedback system

Customer feedback system is what every business needs to succeed.

Why? Let me explain.

There will always be people in this world that want something from you. Whether you are a business, an individual, or a group, people are needy.

Most company inboxes have a significant number of feature requests. Some of them make a lot of sense and some of them are probably pretty out there.

But whether customers are asking for something that you already have on your roadmap, or something that isn’t even tangentially related to your product, you still owe it to your customers to respond.

In this article, we’ll cover:

So, let’s get started!
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How Do You Reactivate Ghost Customers? 5 Tips for Successful Reactivation

What to Do About Ghost Customers 5 Tips For Successful Reactivation

How do you reactivate ghost customers?

Well, let me explain.

During the second world war, a young soldier from Lille attended a dance for servicemen about to be deployed. One woman caught his eye, and eventually, he worked up the nerve to ask her to dance.

Thinking that he would ask again – as most of the other young men would – she politely declined. The young soldier was shy, though, and took her refusal at face value. Not knowing her name or if he would even return, the young soldier went off to war.

Nearly a century later, their granddaughter – my very closest friend for all of three days – told me the story as we drove through the French countryside between Lille and Arras.

We love stories like that – the romance of chance encounters, unintended separations, and reunions that could only be an act of fate. Maybe it’s having an answer to the so-often unanswered question What might have been? that’s the thing that really resonates. Personally, I’m just really nosy and I like stories.

While most of us have some variation of “a friend of a friend’s second cousin’s grandmother was reunited with her first love by total accident,” the truth is, we rarely experience these reconnections without some sort of deliberate effort by one or both parties.

But we lose touch with people all the time. High school best friend. University mentor. Pick-up game buddy. Customer whose payment didn’t go through and involuntarily canceled their subscription to your service because they didn’t realize it.

Happens all the frickin time. But there is no missed connections column for lost customers. If you want them back, you’re going to have to be proactive. Fortunately, not only am I good with stories, but I’m pretty good at solving problems, too. (Or, at least, nagging our CS and Ops Team Manager, Blake Bailey, until he spills all his secrets.)

Either way, in this Process Street post, I’ll share the 5 things you need to know to put some life back into those ghost customers haunting your MRR.

Let’s reconnect!
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What Does a Customer Success Manager Do? 8 Essential CSM Responsibilities

what does a customer success manager do

What does a customer success manager do?

Let’s start at the beginning.

Customer success is vital to a company’s growth because customers are the ones that bring revenue. Although more popular in high-tech sectors, like SaaS product development or cloud services, the customer success manager (CSM) role is gaining more and more popularity in other businesses as well.

But you may be asking, what does a customer success manager even do?

A CSM’s role revolves around making sure customers get their desired outcomes while using the service/product, thus prolonging their life cycles.

In this Process Street article, I will walk you through a customer success manager’s tasks, from onboarding and training the customers, to reducing churn, dealing with critical events, getting and analyzing feedback from customers, and so on.

Read on to get a full 360-view of what the CSM role entails and why it’s so important for a company:

Let’s jump right in!
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Customer Success Operations: How to Build Repeatable Processes to Scale & Grow

customer success operations

It was known as the email incident. A customer success operations catastrophe that caused an astronomical uproar throughout the office.

Names shall not be mentioned, but before Process Street I worked as a technical service advisor for an environmental testing laboratory. It was our job to deal with customer queries and complaints, to answer questions, and to make sure the service we provided met the customer’s needs.

The email incident: My colleague forwarded a customer complaint email to our manager, adding an inappropriate comment to display his frustrations with that said customer.

Unfortunately, this email ended up in the customer’s inbox too…

Oops!

Mistakes like will happen if you don’t have pre-established customer success operations to act as a form of process control.

Think about it, you’ll have optimized processes for production, sales, marketing, etc. But to effectively scale and grow, you’ll need to build repeatable processes for your customer success department too.

For many companies (72% to be exact, according to data obtained by Forrester), customer success is a top priority. This is because it’s well known that investing in a new customer is 5-25x more expensive than retaining existing ones – as expressed by the Harvard Business Review.

Make customer success operations your top priority by building and optimizing repeatable processes. And in this article, you’ll learn precisely how to do that.

Click on the relevant subheader below to get started. Alternatively, scroll down to read all we have to say regarding customer success.

Let’s begin!
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The Negotiation Skills You Need to Start Using ASAP!

negotiation skills

This is a guest post from Olivia Harp, whose easy-reading, approachable pieces help bring important business and negotiation skill-building content to new audiences in an accessible way. With a degree in linguistics, Olivia excels in creating her own engaging content.

Sustaining customer satisfaction can be challenging in business. However, there are several ways to improve your sales and customer satisfaction at the same time. Improving your sales negotiation skills is an overlooked low-hanging fruit route to making a positive impact on your customer relations.

Through sales negotiation training, you can learn how to identify your customer needs better. Understanding your customers puts you in a position to offer better services. By improving your customer relations, you may be able to attract and retain more customers.

This article outlines practical negotiation tips to increase your customers’ satisfaction.

In this Process Street article, we’ll cover:

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How to Manage Your Customer Support Process Like a Pro

customer support process

While your blog is the external face and voice of your company, your support team is the internal one, which is why you need an effective customer support process in place. According to Jason Lemkin of SaaStr, SaaS companies — especially startups — should be using their company’s product, even if the teams don’t strictly ‘need’ to.

In Jason’s article, he recounts how PayPal president David Marcus ranted ‘use our app or quit‘ to his employees. While it could be argued that David Marcus is being an angry egotist and going a little too far for an app that everyone may not have a use for, he says that the reason he wants everyone using it regularly is so that PayPal can ‘get better, and better’.

That brings up an interesting issue — by putting every single employee on support in some capacity, you’re tackling several problems at once. You’re lightening the load of the dedicated support teams in busier times, teaching employees about the product they may well be advertising or marketing and gathering vital data from users on how the product could be improved.

Over the several past weeks, I’ve looked at the definition of customer success, why it’s important and how to reduce churn. Now we’re going to get into the nuts and bolts of customer support for SaaS companies, including strategies, workflows, and tips for getting set up.

Let’s get started by looking more closely at the support model briefly described earlier.

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