Help Scout

MAY 20, 2021

So how can marketing teams create content and messaging to improve customer success and drive retention? In this post, we’re sharing some great examples of customer success marketing — marketing activities and features specifically designed to help existing customers be successful with your product.

Customer Success 80

Customer Success Marketing Acquisition Onboarding 80

DemandFarm

JANUARY 12, 2025

These elements are often challenging to maintain in organizations where sales, marketing, and customer success operate in silos. This is where Revenue Operations (RevOps) comes into play, unifying these teams under a cohesive framework to drive predictable growth and enhance the customer experience.

Key Account Management 52

Key Account Management Account Management Decision-making Prioritization 52

DemandFarm

NOVEMBER 27, 2024

“We know the entire journey of this customer, thanks to sales and marketing,” said no customer success manager, ever. The traditional silos between marketing, sales, and customer success is a recipe for disaster. Often, marketing effectiveness suffers due to misalignment with sales or customer success.

Artificial Intelligence 40

Artificial Intelligence Key Account Management Decision-making Account Growth 40

SBI Growth

MARCH 28, 2019

As a Customer Success Leader, to scale your organization, you have to get the most out of your team. Your greatest lever, is how to allocate a Customer Success Professional’s most important asset, their time. In order to drive the.

Customer Success 80

Customer Success Organization Customer Experience Onboarding 80

May Phoo Pan

MARCH 22, 2024

Customer enthusiasm peaks immediately after a purchase, making the onboarding phase critical. Proper onboarding sets the tone for the relationship, impacting satisfaction. It involves providing value, reinforcing the purchase decision, and guiding the customer towards maximizing product benefits.

Client Onboarding 52

Client Onboarding Onboarding Advertising Account Management 52

Help Scout

MAY 27, 2021

When considering customer success and account management, it’s valuable to consider them as complementary teams rather than interchangeable groups or, worse, competitors. What is customer success? There are a few things that differentiate customer success from account management.

Account Management 66

Account Management Customer Success Management Communication 66

Hubspot Sales

JULY 22, 2024

I'm always saying, “Sound, well-structured business email templates are central to effective sales communication, initiating productive sales conversations, and sustaining relationships with prospects and customers.” A productive sales engagement doesn't revolve around cookie-cutter, one-size-fits-all sales communication.

Value Proposition 111

Value Proposition Sales Meetings Decision-making 111

Insightly

JULY 23, 2023

Customer success (CS) is a commonly-used phrase in business today, often confused with customer experience and customer service. Customer service is responding to customer needs and concerns via various communications channels such as phone, chat, email, and forums. Let’s start with some definitions.

Customer Success 52

Customer Success Customer Experience B2B Onboarding 52

SBI Growth

JANUARY 18, 2019

Because harnessing passion from advocates is an authentic way to drive customer intimacy and revenue growth. Advocacy is on fire! Research from the Demand Gen Report shared that as much as 84% of buyers seek input from their peers.

Customer Success 99

Customer Success Decision-making Finance Onboarding 99

Zendesk

JUNE 17, 2022

High-touch service refers to a hands-on, personalized approach to customer service. Examples of high-touch support include a guided onboarding process, a dedicated customer success manager for each client account, and individual strategy sessions. Live, human-to-human communication. Hire customer success managers.

Onboarding 98

Onboarding Customer Success Prioritization Communication 98

Zendesk

OCTOBER 13, 2023

So too can businesses create their own playbook and implement it into their customer success strategy. Customer success playbooks provide step-by-step instructions that outline the best practices for achieving specific goals. What is a customer success playbook? What is a customer success playbook?

Customer Success 52

Customer Success Onboarding Customer Life Cycle Customer Experience 52

Insightly

NOVEMBER 3, 2021

This is part 4 of a customer service and support blog series based on conversations with the leaders of Insightly’s client services and customer success teams. Customer success and customer service are fundamental components in your organization’s ability to deliver great experiences and create long-lasting relationships.

Remote Working 105

Remote Working Customer Success Facilitation Communication 105

Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success. Principles Behind Customer Success Strategies Customer success strategies are built on a proactive engagement model.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

SBI

APRIL 8, 2020

Enablement’s Responsibilities: Own, Define, Communicate! At Seismic we are not just enabling our Sales teams, we support everybody in our organization that is customer-facing: Marketing, Sales, Customer Success, and our Partners/Channel. Final Thoughts: Communication.

Communication 48

Communication Value Proposition e-Learning Stakeholders 48

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

DemandFarm

NOVEMBER 22, 2024

Cross-Functional Collaboration High-performing KAMs bridge teams, coordinating with sales, customer success, and product development to holistically tailor solutions that address client goals. This collaborative approach drives timely adjustments and bespoke solutions, aligning company offerings with client growth strategies.

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

Hubspot Sales

MARCH 27, 2023

Nurturing with a personalized approach helps leads become customers. Onboard new customers Now that you have customers, a smooth onboarding process will make their experience with your brand positive. Nurture your relationship with customers Don’t just leave your customers in the dust.

Media 133

Media e-Learning Onboarding Marketing 133

Desired Path

OCTOBER 21, 2020

The Toronto Customer Success Executive Breakfast is a forum whereby local industry leaders get together over breakfast to discuss the still young and rapidly evolving field of Customer Success. Augment onboarding to include a focus on the social aspect of connecting with peers.

Customer Success 52

Customer Success Onboarding Remote Working Meetings 52

Desired Path

OCTOBER 21, 2020

The Toronto Customer Success Executive Breakfast is a forum whereby local industry leaders get together over breakfast to discuss the still young and rapidly evolving field of Customer Success. Augment onboarding to include a focus on the social aspect of connecting with peers.

Customer Success 52

Customer Success Onboarding Remote Working Meetings 52

Desired Path

OCTOBER 21, 2020

The Toronto Customer Success Executive Breakfast is a forum whereby local industry leaders get together over breakfast to discuss the still young and rapidly evolving field of Customer Success. Augment onboarding to include a focus on the social aspect of connecting with peers.

Customer Success 52

Customer Success Onboarding Remote Working Meetings 52

Sales Gravy

SEPTEMBER 19, 2024

In this episode they dive into key insights on building effective sales training, the importance of a well-defined go-to-market strategy, and the power of partnerships to drive customer success. Ongoing Development: Training doesn’t stop at onboarding. Ongoing Development: Training doesn’t stop at onboarding.

Sales Training 98

Sales Training Marketing Sales Onboarding 98

Nutshell

MAY 19, 2020

The list below highlights some initiatives companies can implement to ensure continued customer satisfaction, thus decreasing churn rates: Improved onboarding experience. Improving the onboarding process and communicating clearly with users during each stage of the sales funnel is important in mitigating this. No problem.

Acquisition 133

Acquisition Onboarding Prioritization Customer Experience 133

SBI Growth

NOVEMBER 24, 2020

Customer Success has become the focus of many organizations and answers questions such as “how do I retain my customer?” ” And “how do I grow within my current customer base?” ” To ensure your organization is focused on the right CS.

Customer Success 146

Customer Success Organization Onboarding Customer Experience 146

Arpedio

JUNE 20, 2023

Client Case study Rethinking Customer Success and Sales: A Collaborative Powerhouse in the SaaS industry Download full case study About The Case Study Due to pre-IPO considerations, the following case study has been anonymized to protect the identity of the company involved. Superior together.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Upland

OCTOBER 17, 2023

Customer success leaders leverage chatbots to lighten workloads. Build and maintain your relationships As McKinsey points out, AI can help build relationships from the prospect stage through onboarding. It can write personalized training documents to onboard customers. Many writers use AI to spark ideas.

Artificial Intelligence 195

Artificial Intelligence Sales Decision-making CRM 195

Hubspot Sales

DECEMBER 6, 2022

Here, you'll learn how to successfully work with your business ecosystem at every stage of the sales process — from prospecting to customer onboarding. Join relevant communities. Get onboarding help. Increase retention and customer satisfaction. Get onboarding help. What is a business ecosystem?

Onboarding 128

Onboarding Decision-making Organization CRM 128

Hubspot Sales

AUGUST 26, 2020

Customer Success. The means of communication must reflect the prospect’s preferences. Then, once a client gets landed, your customer success team gets to work to deliver an equally unique onboarding experience. A customer data platform is a tool that can bring together all the relevant data.

Stakeholders 138

Stakeholders B2B Decision-making Sales Environment 138

Hubspot Sales

MARCH 3, 2020

Because these questions are important to your prospective customer, you as a seller, should be ready to help answer them. It’s up to you as the seller to communicate across teams, anticipate potential challenges and blockers, secure your next steps, and keep the buying committee updated along the way.

Management 115

Management Stakeholders Onboarding Decision-making 115

Showpad

NOVEMBER 21, 2021

I was very focused on 10 salespeople and helping them with “the normal stuff”: building their sales process, including training, certification, and onboarding. . The support we provide can be solidified into three functions: GTM training strategy, Showpad Management, and onboarding/upboarding.

Supply Chain 98

Supply Chain Healthcare Onboarding Sales 98

Nutshell

SEPTEMBER 19, 2024

Offering customers a more expensive product that doesn’t provide the features they’re looking for isn’t just aggravating—it could cost you their business altogether. Be sure you thoroughly understand the customer’s pain points. Then, you can communicate why the upgraded product is the best fit for their needs.

CRM 128

CRM Onboarding eCommerce Decision-making 128

Strikedeck

APRIL 28, 2020

Cairo Amani shares tips on improving communication while working remotely.

Communication 52

Communication Onboarding Customer Experience Customer Success 52

SBI

JANUARY 8, 2019

4 Low-Touch Customer Success Model Myths. Each customer has a unique set of characteristics that can determine a wide range of needs and wants. In order to address the demand for differentiated products, three main Customer Success Models exist – each with their own distinct attributes. High-Touch.

Customer Success 42

Customer Success Marketing Onboarding Profitability 42

Nutshell

MARCH 17, 2023

More accurately, a welcome email is the first communication that you send when a buyer reaches a new stage in your relationship. Source ) With a customer-focused, value-packed welcome email, you can stand out in a cluttered inbox, ensuring a meaningful connection and not instant deletion. Only 57.7% Get started for free!

B2C 154

B2C Onboarding Decision-making B2B 154

Openview

MARCH 15, 2019

Timely and clear communication is critical to any channel sales program. You are also responsible for onboarding and training your partners. Collaborating with channel partners also provides the opportunity to do rapid testing with new customer audiences, product features, promotional offers and brand messaging. Communication.

Profitability 129

Profitability Sales Onboarding Marketing 129

ProlifIQ

FEBRUARY 13, 2023

In fact, most Saas companies get the majority of their revenue from existing customers. Therefore, customer satisfaction should be a top priority for businesses. As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

Nutshell

JANUARY 17, 2024

Bringing sales, marketing, customer success, and project management teams together with a solid CRM software integration improves company-wide success and growth. Customer relationship management (CRM) software makes it easier for sales, marketing, and customer success teams to gather and extract customer data.

CRM 71

CRM Business Growth Management Software 71