All posts containing customer success


Find the Best Customer Success Software & Grow Lifetime Customers

customer success software

Have you ever typed out a full message on your phone, only to realize that you’ve misspelled something at the very beginning?

It can often take you longer to navigate the teeny-tiny cursor back to fix your mistake than it did to write the message in the first place, right?

I’ve got a little trick that will make correcting your texts 10x easier.

If you slide your finger over the spacebar, you can move the cursor around quickly, easily, and accurately, letter by letter.

Try it!

With this small but effective tip, I’ve not only taught you how to get more value out of your phone, but I’ve also given you an example of how customer success works.

When you teach your clients how to maximize the value of your product, you help them succeed and you show them why it pays to stick with you.” – Tenfold, 10 Companies Mastering Customer Success

Now, if I was an organization, I’d want to provide this type of value to my customers on a far larger scale – all of the time. And, judging by the fact that the use of customer success software platforms has risen from 25% to 43% over the past few years, so would a lot of other people.

Allow me to elaborate as we go through the following in this Process Street post:

So, put your phone aside, and let’s get cracking!
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How to Unlock the Secret to Customer Success: Automation

customer success automationThis is a guest post from Shawn Mike. Shawn has been working with writing challenging clients for over five years. His educational background in the technical field and business studies has given him the edge to write on many topics. He occasionally writes blog articles for Dynamologic Solutions.

According to statistics, it is claimed that US organizations suffer a loss of $62 billion a year thanks to unsatisfactory customer service.

Customer service represents your secondary acquisition test, beyond actually getting that customer on board in the first place.

It’s very much a short-term game of conflict resolution, and your business depends mainly on how you deal with customer feedback and requests.

For maximum lifetime value, you need to consider how to synergize customer service with customer success.

It must be kept in mind that customers are the heart of every business and should be at the top of your priority list.

Satisfied customers help increase sales and build brand identity and reports claim that 77% of customers are estimated to recommend a brand or business to a friend depending on how good their experience with your product is.

Which is why focusing on keeping your customer base satisfied with great service and excellent products can go a long way in improving your sales.

Nowadays, consumers expect more than just a great product. They need you to guide them through the perfect experience. A better customer experience equals a greater lifetime value expectancy.

This article is all about figuring out the best way to analyze and improve customer experience by automating a lot of the manual work that can get in the way.

We’ll focus on:

Read on to learn more about how to optimize your customer success strategy. There’s even a free Ebook for you at the end of it!
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8 Account Management Checklists for Long-Term Customer Success

Retaining valuable customers is a necessity

In one of her hit songs, Adele famously sings the words “Sometimes it lasts in love, but sometimes it hurts instead”.

Minus the sentimental value, this also applies to the world of business. It is a simple reality that customers come and go and sometimes there is nothing you can do about it.

On the other hand, sometimes it lasts. Sometimes you can retain a customer for a long period of time and build a fruitful, trusting relationship that enables both of you to be more successful.

There has been some fascinating research done in recent years to highlight just how important it is to keep your customers happy.

Beyond the well-known Pareto principle that states 80% of a company’s revenue comes from 20% of its customers, Harvard Business School Professor, Sunil Gupta, has provided further evidence to show the importance of retaining customers that provide high levels of profitability.

Furthermore, Bain & Company have found that increasing customer retention rates by 5% increases profits by 25% to 95%, and it is widely agreed upon in the SaaS world that the cost of acquiring a new customer is anywhere from 5-25% more expensive than retaining an existing one.

Needless to say, making a concerted effort to retain your customers is just as, if not more important than acquiring new ones.

Execute account management processes flawlessly

Retaining customers, particularly high-value customers, is nothing short of essential for the growth of SaaS and other subscription-based companies, and to do so requires excellent account management.

That’s why we’ve gone ahead and created this set of checklists; to help you flawlessly execute various processes from conducting a thorough analysis of your competitors to the daunting task of preventing a valuable customer from churning.

Ever found yourself struggling with the sales-to-service handoff process or upselling? We’ve got those covered, too.

In this post, I’m going to provide a brief outline of each checklist and summarize why it’s a good idea to integrate them into your account management processes.

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14 Top SaaS Companies Reveal Their Customer Success Process

Customer Success Process

People with ‘Customer Success’ in their job title haven’t been around for very long. They’re kind of like Sales, but not focused on selling. They’re a bit like support, but don’t deal with just any old tyre-kicker.

For products like a t-shirt, there’s no need to make sure customers get success. If they bought it, wear it and like it, that’s enough. SaaS, on the other hand, can be complex stuff. Customers are at risk of giving up on things they don’t understand, can’t figure out how to implement or can’t get the rest of their team using.

Customer Success teams are so vital for the health of SaaaS companies because, like Lua’s Jason Krigfeld says:

“We don’t sell boxes anymore. We sell services”.

That puts the customer in a position of power, and thanks to the death of vendor lock-ins, every day is an opportunity for cancelation.
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7 Customer Success Integrations That Let You Focus on Retention

It’s thought that a high-touch approach to customer success does not scale.

Here are the common objections:

  • There aren’t enough hours in the day to personally oversee 10,000 users.
  • Even if there were enough hours in the day, there aren’t enough of us to do it and still be profitable.
  • Even if there were enough of us, there’d be no way to keep track of it all effectively.

Zapier, a SaaS middleman for app integration, thinks differently.

The idea is simple: connect your SaaS app to Zapier, and Zapier will connect it to over 1,000 apps. The formula is one programmers will be intimately familiar with since it’s basically an if/then statement. For example: if a user submits a Zendesk ticket, then post the ticket to a Slack channel.

Apps can create actions and triggers, controlling each other and automating frustrating admin work behind the scenes so you don’t have to bother with it.

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How Wodify Uses Process Street to Onboard Employees and Manage Customer Success

case study wodify - header

Wodify is a long time customer of Process Street that uses the platform to streamline their employee onboarding and power their customer success program. We spoke to their Product Manager Elli Rego about how they use Process Street in their business.

The Wodify Story

Fitness requires motivation and dedication, both of which are driven by competition and human connection. Thus, gyms need to connect with their members to survive.

Wodify gives gyms the platform they need to do just that.

Wodify Core is a gym management platform that lets owners and coaches quickly deal with their admin to focus on getting the best out of their members.

Schedules can be created and edited on the fly, member attendance is tracked and automatically billed, and everyone’s performance can be monitored and referenced to show just how well their workouts are going.

Competitions can be set up and easily managed with Wodify Arena, letting the fitness community push itself to train harder while live scoring keeps the results tense.

Gyms and their members are performance-driven by nature, and Wodify works to let their customers focus on just that.

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A Stressful Month in the Life of a Customer Success Manager

In this episode of the Business Systems Explored podcast, we speak to Aaron Lapierre, Customer Success Director at DoubleDutch, who lets us in on the systems he uses to retain high-ticket customers.

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Struggling to retain your customers or make them happy? This interview contains a process Aaron uses that has assured DoubleDutch retain high-ticket customers which keeping it light enough to never miss a customer’s deadline on their event.

We discuss what customer success is, why it’s important, and how you can get started implementing it in your business (and justify the costs). From the high-level definitions of customer success all the way down to the nuts-and-bolts of the system, this podcast is a goldmine for any services or SaaS business.

Links to listen

And remember, if you like the show, please leave us a review and rating. 🙂

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The Complete Guide to Customer Success for SaaS Companies is Here

Customer Success Ebook Header

The essential customer success book to boost MRR at your SaaS company

A SaaS company without a customer success system is like a lion without teeth. You can chase customers all you like, but when you catch them you’re thinking “now what?”.

The Complete Guide to Customer Success for SaaS Companies Cover

If you haven’t got a customer success team or set of processes in place at your SaaS company, it’s bad but not the end of the world.

Some SaaS companies are more self-serve than others, but all need a way to retain important customers and start exponentially compounding revenue.

This book for putting the systems in place to retain customers, whether that’s by learning about their problems or by properly onboarding them.

Better yet, it’s completely free.

Download the Ebook CTA

 

 

 

What’s in the ebook?

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The 5 Customer Success Tools You’ll Need to Serve Billion Dollar Companies

Customer Success Tools

Customer success has the unique distinction of being both the #1 driver of revenue retention in SaaS companies and SaaS companies’ best kept secret. According to Jason Lemkin, founder of SaaStr, customer success is where 90% of revenue is. For such an important topic, though, the dialogue around customer success is terrible.

Most conversations about customer success tend to be very high-level, with little in the way of concrete, actionable advice. Too many think pieces, not enough case studies. With this in mind, we thought we’d take a different approach to the topic.

We talked to 5 SaaS companies whose customer success processes have lead to sustained growth, reduced churn, and improved customer relationships, and we asked them a simple question: What is the one tool your customer success strategy could not do without?
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How (and When) to Automate Your Customer Success Process

Customer Success Process

Customer Success isn’t something you do once or someone you hire to make magic happen. Unfortunately for those who are shy of putting in the effort, it’s a process.

A customer success process should include many of the functions we’ve talked about so far in this guide, such as customer support and NPS surveys, but also routine ‘check-ups’ on the health of your customer base.

There is, however, some good news about this. Since customer success is a process, it means a few things:

  1. Part of it can be automated.
  2. It can be rationalized and broken down into steps.
  3. It’s easy to train a group of people to execute it.
  4. It’s easily tracked and documented.

What does a customer success process look like, exactly?

In this final sprint of our guide, I’ll be telling you exactly that.

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