CSMF – Customer Success 101

  Customer Success

<1 How to follow this course | 3 Customer Success Manager >

5. What is Customer Success and why is it so important

https://www.udemy.com/course/customer-success-manager/learn/lecture/4511286#overview

  • Stop churn and make them happy
  • Improve sales and referrals

 

6. What if your Customer Success management sucks?

https://www.udemy.com/course/customer-success-manager/learn/lecture/4511288#overview

  • Terrible renewals and awful churn
  • Invest too much into sales

 

7. When should you start worrying about Customer Success

https://www.udemy.com/course/customer-success-manager/learn/lecture/4511290#overview

  • Right away
  • Most income comes from renewals.
  • 1% churn / month is really bad
  • 3% – 5% annually is probably OK
  • Customer success managers teach clients how to sell/use product.

 

8. Purpose, People and Culture

https://www.udemy.com/course/customer-success-manager/learn/lecture/4511292#overview

  • Client must find product valuable
    • Without it, I will be less (productive, profitable, etc.)
    • Customers that achieve the expected goals will keep paying
  • The curse of knowledge
    • Some people see problems where we do not see them
    • We need to understand our clients needs and goals
    • What is success for them?  What is their goal?
  • Wrong expectations create churn
  • Everyone in the company must be part of the Customer Success culture.

 

9. Terminology

https://www.udemy.com/course/customer-success-manager/learn/lecture/4511300#overview

  • Churn: Amount of clients that you lose.
  • Retention: Amount of clients that you keep/renew
  • Adoption: How well, or how much are you customers using your product.
  • Expansion:
  • Engagement: Interactions with the customer
    • Email
    • Phone
    • Quarterly business reviews
      • Discuss how much value was realize by use of the product.
      • How happy are you
      • How can I improve?
      • Get feedback so I can be better for them.
    • Webinars
    • Crazy Parties
    • Any interaction you can provoke
    • Measured in customer participation
  • MRR: Monthly Recurring Revenue. ARR / 12
  • ARR: Annual Recurring Revenue.  MRR * 12
    • TCV: Total Contract Value
    • TAV: Total Account Value
    • ACV: Annual Contract Value
    • ASV: Annual Subscription Value
  • NPS: Net Promoter Score
  • Customer Onboarding: Steps to getting your customer to use your product or service
    • I also used this time to go over order line items to ensure accuracy and see if there were any holes
      • No backup?
      • No Support?
    • An On Boarded client is one that has gotten some real value from using the product/service

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