ECS – Bringing It All Together

  Customer Success

< 7 Customer Success Metrics | Home | 9 Apropos of Something >

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47. Wrap Up

https://www.udemy.com/course/essential-customer-success/learn/lecture/20244470#questions

What is Customer Success

  • Customer Success Manager is a ROLE
  • Customer Success Management is a discipline
  • Customer Success is a principle the whole company should support

What is involved

  • How to articulate customer outcomes
  • To sustain relationships in complex organizations
  • Analyze, manage and improve adoption
  • Never miss an opportunity for a customer to see new value through expansion
  • Ensure I am organized in a way customers can feel confident that they are being supported by a great professional CSM

Skills

  • Measure, analyze and understand Customer Health
  • Take action ahead of the renewal and be confident it will make a difference to retention
  • Systematically detect and progress expansion opportunities
  • Prioritize time on the right activity, but the right customer at the right time.
  • Plan, structure and lead customer meetings with confidence.
  • Plainly explain and communicate customer outcomes (the benefits and value the customer receives from our service)
    • Inside my organization
    • With the customer
  • Build sustainable, manageable and professional relationships with my customers
    • These will build their confidence in me and my organization
  • Proactively plan and work towards expansions rather than react.
    • This must be driven by customer need
    • Not the need to cross-sell up sell.
  • Plan each working day through adoption patterns and retention approaches
  • Identify red flags in a customer relationship and deal with them.
  • Organize my time effectively
    • Segment my customer portfolio
    • Prioritize time where I can make the biggest difference.
  • Interact with my customers professionally
  • Represent my customers inside my own organization
  • Work and collaborate with product engineering, marketing, sales and others
    • In a way that supports them and me.

 

48. In a Nutshell

https://www.udemy.com/course/essential-customer-success/learn/lecture/21751578#questions

This has been uploaded to my cloud. Might put this on AWS if I think about it.

 

 

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