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:

• CSM responsibilities: Customer onboarding
• CSM responsibilities: Collecting & analyzing customer feedback
• CSM responsibilities: Maintaining customer success
• CSM responsibilities: Customer offboarding

Let’s jump right in!
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2/3 of HR managers agree that Human Resources is undergoing a digital transformation. And with this transformation comes a plethora of digital HR tools designed to optimize HR-related operations. These tools improve efficiency, employee experience, regulatory compliance, and save you money.

However, the sheer diversity of HR tools available brings a challenge. The challenge to find the right HR tools for you and your team, to build your ultimate HR toolkit. Your HR toolkit is a set of tools that aid HR-related functions, and it’ll be specialized for you and your business.

How do you choose the right HR tools to optimize your HR toolkit?

The answer to that question lies here. In this Process Street article, you’ll learn what HR tools are and how you can utilize the best HR tools for each specific HR-related function. After vigorous qualitative research and trial-and-error, we’re delighted to present you with our top 30+ HR tools to help you build your ultimate HR toolkit.

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

• What are HR tools?
• Our top 33 HR tools to build your ultimate HR toolkit
• How to integrate Process Street with your HR tools

Let’s begin!
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Ah, the days before I started using project management software.

I don’t miss them.

70+ hour weeks of pure stress and disorganized skitting from task to task, unable to focus on the things that mattered when they needed to get done. It was a lesson hard-learned but one of the most valuable I’ve ever had the misfortune of going through.

So I’ll save you the trouble and show you the best free options on offer.

You don’t need a massive budget or a lot of experience to get the most out of these apps – hence why they’re the best free project management software. Most have paid plans but all are functional with the free version and all will help you and your team organize your projects and get things done on time and to a high standard.

I’ll be covering:

1. Process Street
2. Agantty
3. Airtable
4. Asana
5. Avaza
6. Backlog
7. Bitrix24
8. FreedCamp
9. HiTask
10. KanbanFlow
11. MeisterTask
12. Paymo
13. Pivotal Tracker
14. Podio
15. TeamGantt
16. Toggl
17. Teamwork Projects
18. Todoist
19. Trello
20. Wrike
21. Zenkit

Enough talk – let’s get stuck in.
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A value statement isn’t some kind of jargon speak for “what we think matters”. It’s a statement of what your company is, what it stands for, and what everyone can expect from it.

It’s the “soul” of your team.

“Culture is living values.

Values are written words, and your culture is how you actually live [them].” – Jeff Lawson, Articulating Company Values & Living Them Authentically: Jeff Lawson

Whether you need to unite your team around a core set of ideals, show potential recruits what to expect and how to act or resonate with your core audience, these values are an essential part of any coherent company. Without defining them everyone will be working on their own assumptions.

So, how do you create a value statement that’s effective, concise, direct and, most importantly, accurately reflects your company?

To answer that, let’s dive straight in.

Gabe Nelson is a content specialist of over 7 years of experience, currently working with bonus.ly. He has a passion and keen understanding when it comes to HR, employee management, and employee rewards. He has written hundreds of content pieces in numerous niches. Currently, he lives in Missouri with his wife and kids.

Your employees are the lifeblood of your business. They provide the support and manpower you need to function and grow. The level of success and the results you achieve will directly reflect the performance of your employees.

Satisfied employees are also more productive and efficient. However, a study showed that as much as 85% of employees are happy with their jobs and only 15% of employees are engaged in the workplace. Happy and engaged workers are more likely to feel personally invested in your business, leading them to work harder and smarter; this results in better products and more satisfied customers.

It’s also vital that employees know where they stand. Not receiving a promotion or a much-anticipated raise because of performance shouldn’t be a surprise to them. Conversely, they should also receive positive feedback for a job well done to keep them moving on the right track; this means that evaluating employees’ performance is an essential role of leadership.

So how do you guarantee an employee’s role is as fulfilling as possible? And how do you communicate how well they are doing in their roles?

In his Process Street article, we’ll be covering:

• Evaluating employee performance
• Creating a recognition system that perfectly fits your employees
• Managing and motivating your employees for success

Let’s jump right in!
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Effective HR management tips prevents company-wide anarchy.

From solving internal disputes, to presenting a united front to customers, to just plain abiding by the law, HR is a vital discipline which is all too often generalized and pushed out of mind.

That’s why today I’ll be going through 12 HR management tips to help you keep your employees engaged and your company running smoothly. From the utter basics such as being open to hearing feedback on techniques like using social media to grow your network, keep reading to learn everything you need to know to avoid being another Michael Scott.

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When it comes to managing what work gets done, we’re often faced with a choice: is this a project, a process, …or both? Project vs process, the age-old debate.

Different tasks need different approaches.

You need multiple techniques in your skillset and understanding the difference between projects and processes, and how this impacts on work, makes for a very useful tool.

In this Process Street article, we’ll look at:

• Project vs Process: What’s the difference?
• What is a process?
• What is a project?
• The principles of process management
• How projects can become processes
• Get started with process management today

With the market size of enterprise performance management expected to grow from $6.44 billion in 2017 to $11.72 billion by 2023, you know that to ignore it is to ignore something monumental.

Enterprise performance management lets you plan, structure, track, and improve your performance across the board. This isn’t something you want to ignore. 

You might want to know what’s going well and where the biggest improvements can be made. Otherwise, you may want to create achievable goals that don’t leave you overreaching or improve your tracking metrics with apps like Process Street. Either way, enterprise performance management is essential. 

That’s why, in this Process Street post, I’ll be breaking down precisely what it is, why it’s useful, and how to use it:

• What is enterprise performance management?
• What makes a good enterprise performance management system?
• Enterprise performance management benefits
• How to carry out enterprise performance management
• Process Street: The perfect addition to your enterprise performance management software

Let’s dive right in!

Workplace diversity is more than a buzzword. It’s also more than a passing phenomenon.

Whether it’s findings from MIT proving that having an equal gender balance increases revenue, or McKinsey’s discovery that companies in the top quartile for racial and ethnic diversity have a 35% increase in financial returns above the national average, diversity positively affects both a company’s culture and bottom-line.

At Process Street, we recognize the importance of diversity, but we also understand that improving diversity in the workplace isn’t an easy task for HR teams.

• 8 free templates to improve diversity
• Why is diversity in the workplace important?
• Processes for improving diversity in the workplace
• Expand your diversity initiatives with Pages & Automations
• More useful HR resources

Let’s get started!

“What is employee engagement?“

I’d been explaining the ins-and-outs of my job to my family for a while but here I had to stop to give more detail. That’s when it hit me.

To most people, employee engagement is jargon.

They see it as an airy concept that doesn’t have a solid definition – it’s something that marketers point at to sell products and nothing more.

The reality couldn’t be further from that.

Employee engagement is a vital statistic to show the overall health of a business at every level. If you can better this statistic, it can result in massive benefits such as a 67% lower employee turnover rate and 21% higher productivity.

In this Process Street post, I’m taking you through what employee engagement is, how to measure it, and what you can do about it to get those lower employee turnover and higher productivity levels. 

• What is employee engagement?
• Reaping the benefits of an engaged employee
• Employee engagement: Can you put a number to it? 
• How to improve job satisfaction and increase employee engagement
• Stop, drop, engage! 

Let’s go!