Desired Path

APRIL 7, 2021

The objective of a Customer Success strategy is to retain and grow customers. When done successfully, an organization will inevitably face the challenge of scaling Customer Success operations. Codifying inefficient or non-value-add activities only scales poor customer experience. Rightfully so.

Customer Success 64

Customer Success Facilitation Customer Experience Organization 64

Brooks Group

APRIL 17, 2025

Manage Accounts Proactively Track each customers satisfaction level via regular check-ins and reviews so you can address potential issues before they become problems. Strengthen Customer Success Dedicate resources to ensure customers achieve their desired outcomes with your product or service.

Supply Chain 52

Supply Chain Sales Training Sales Suppliers 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

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

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

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.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Desired Path

APRIL 7, 2021

The objective of a Customer Success strategy is to retain and grow customers. When done successfully, an organization will inevitably face the challenge of scaling Customer Success operations. Codifying inefficient or non-value-add activities only scales poor customer experience. Rightfully so.

Customer Success 52

Customer Success Facilitation Customer Experience Organization 52

Desired Path

APRIL 7, 2021

The objective of a Customer Success strategy is to retain and grow customers. When done successfully, an organization will inevitably face the challenge of scaling Customer Success operations. Codifying inefficient or non-value-add activities only scales poor customer experience. Rightfully so.

Customer Success 52

Customer Success Facilitation Customer Experience Organization 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

OCTOBER 15, 2019

You can create custom integrations to facilitate specific tasks to create automated workflows. Customer Success Integrations. If your customer service organization uses a customer success software tool such as Zendesk or Service Hub , integrating it with your CRM can provide useful information for future sales.

CRM 128

CRM eCommerce Software Software 128

Hubspot Sales

JULY 2, 2020

If you're looking to spread awareness or facilitate consideration, consider positioning yourself as a thought leader, sharing stories of customer success, projecting a more cohesive brand identity, or telling brand stories. LinkedIn even provides a list of possibilities by stage. Image Source: LinkedIn.

Facilitation 134

Facilitation Decision-making Finance Media 134

DemandFarm

AUGUST 31, 2023

In the business world, customer success management is no longer an afterthought; it’s a necessity. Consensus across research confirms: retaining existing customers costs 5 to 25 times less than acquiring new ones. Success lies in a tailored, strategic approach to customer success management.

Key Account Management 52

Key Account Management Account Management Customer Success Management 52

Brooks Group

APRIL 9, 2024

This deeper understanding enables you to tailor your messaging, content, and engagement strategies to resonate with each stakeholder group—facilitating smoother sales cycles and driving greater customer satisfaction and loyalty. Help bridge any gaps in understanding or perspective among committee members.

Value Proposition 110

Value Proposition Procurement Decision-making Stakeholders 110

Hubspot Sales

MARCH 7, 2023

As businesses continue to shift their strategies to create a more streamlined, efficient customer journey, it's going to become vital for every business to invest time, energy, and resources into a Revenue Operations team, otherwise known as RevOps. As she told me, "It's been really difficult to measure customer success metrics.

Publishing 122

Publishing Customer Experience e-Learning Software 122

Nutshell

SEPTEMBER 10, 2020

I’ve strived to carry this philosophy over into all of the resources we offer customers, including the content and appearance of our articles and tutorial videos, proactive messages, and training webinars. It also serves as the basis for the development of our Customer Success program.

Customer Experience 108

Customer Experience CRM Decision-making Customer Success 108

Hubspot Sales

AUGUST 9, 2019

A CRM system organizes one function of the business: to streamline a company’s interaction with current and potential customers -- usually through the automation and data sharing of Sales, Marketing, and Customer Success. However, integrating your CRM and ERP can streamline your business in lucrative ways.

CRM 111

CRM Supply Chain Finance eCommerce 111

Upland

JUNE 15, 2023

If your tech keeps sales people in their silos, you’ll struggle to bring in the people they’ll need from across the organization who can share insights, work through blockers, and create plans to further nurture your relationship with customers. 7 A trusted partner to ensure you succeed You’re committed to your customers’ success.

Account Planning 195

Account Planning Software Software Organization 195

Hubspot Sales

JUNE 8, 2020

At this stage, your sales collateral should facilitate conversations, build trust, and reinforce the value of your products. Sales collateral content that keeps your customers happy and engaged is just as important as the content that attracts new customers. Customer newsletters. Case studies. Buyer’s guide. Workshops.

e-Learning 124

e-Learning Sales Decision-making B2B 124

Hubspot Sales

MARCH 21, 2025

Remember, effective ecosystems facilitate mutual growth. When partners deliver exceptional implementation and service, customer outcomes improve significantly. Customers receive specialized expertise that delivers measurable outcomes, and HubSpot benefits from increased customer success.

Co-Creation 59

Co-Creation B2B Software Software 59

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

AchieveIt

OCTOBER 25, 2023

Jonathan Morgan leads revenue operations and strategy for go-to-market teams at AchieveIt, where he previously worked as a strategy consultant, working to guide customers in strategic planning. Lindsey LeFaivre , Director of Customer Success, has been with AchieveIt for over five years.

Facilitation 52

Facilitation Healthcare Negotiation Publishing 52

Hubspot Sales

JANUARY 15, 2020

To demonstrate the value of your product and give you some credibility, weave a customer success story into your summary. If the featured customer matches your ideal buyer persona, even better. For example, [One- to two-sentence description of customer success story]. Improving customer productivity.

Sales 126

Sales Retail Profitability Banking 126

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 52

Remote Working Customer Success Facilitation Communication 52

Arpedio

FEBRUARY 23, 2024

It involves the alignment and integration of sales, marketing, and customer success functions to drive efficiency, effectiveness, and ultimately, revenue growth. Customer Success Operations: Customer success operations involve the strategies and processes aimed at maximizing customer satisfaction, retention, and lifetime value.

Acquisition 52

Acquisition Facilitation Artificial Intelligence Decision-making 52

Upland

AUGUST 29, 2023

3. Streamlined Conversion Process for Transactional Intent: Once buyers are ready to purchase, your focus should be on facilitating a smooth and hassle-free conversion process. A clear roadmap outlining upcoming features and enhancements can showcase the commitment of the SaaS provider to product development and customer success.

Value Proposition 195

Value Proposition Decision-making e-Learning Supply Chain 195

SmartKarrot

OCTOBER 22, 2021

Role: Customer Success Director Location: Remote, Texas, United States Organization: Juniper Networks As a Customer Success Director, you will manage the customer experience with recurring meetings to supervise related activities and outcomes. Facilitate and drive product adoption. Apply here: [link].

Customer Success 19

Customer Success Facilitation Onboarding Customer Experience 19

Zendesk

MAY 4, 2023

I also hear you’re facilitating a conversation on delivering a customer-first strategy. This resonates with customers and is what keeps them coming back. You know, we’ve got several big announcements for the official event, but we do have some big news and we have a lot of new AI-driven capabilities.

Customer Experience 96

Customer Experience Facilitation Meetings Digitalization 96

SmartKarrot

AUGUST 27, 2021

Role: Vice President of Customer Success Location: Remote, Salinas, CA, US Organization: HeavyConnect As a Vice President of Customer Success, you will act as a role model of HeavyConnect’s values for the Customer Success teams and build on the SaaS customer-centric environment.

Customer Success 19

Customer Success Facilitation Onboarding Client Relationships 19

SmartKarrot

JULY 11, 2022

Role: Senior Customer Success Manager Location: Minnetonka, MN, US Organization: Sovos As a Senior Customer Success Manager, you will understand business priorities, technology landscape, and internal stakeholders. Conduct recurring business reviews with customers.

Customer Success 3

Customer Success Facilitation Stakeholders Account Planning 3

Hubspot Sales

DECEMBER 6, 2022

With larger and more complex deals, your organization might be too short-staffed to help a customer successfully onboard. If you sell a product, that could lead to lengthy implementations and custom integrations. If you sell a service, you may need adjacent services or software to facilitate the customer's success.

Onboarding 128

Onboarding Decision-making Organization CRM 128

SmartKarrot

JANUARY 11, 2023

Role: Customer Success Director Location: Remote, United States Organization: Electus Global Education Co, Inc As a Customer Success Director, you will develop an understanding of each customer’s objectives with the product and define a strategy for supporting the customer in achieving those objectives.

Customer Success 19

Customer Success Digital Transformation Facilitation Onboarding 19

SmartKarrot

NOVEMBER 21, 2022

Director Customer Success Location: San Diego, CA, United States (Hybrid) Organization: Workiz Inc. Director of Customer Success, you will develop and execute a strategy to increase customer retention and satisfaction. Manage a team of customer success managers. Apply here: [link].

Customer Success 19

Customer Success Value Proposition Facilitation Acquisition 19

SmartKarrot

NOVEMBER 23, 2021

Role: Director of Customer Success Location: San Francisco Bay Area, US (On-site) Organization: Gorgias As a Director of Customer Success, you will create and execute scalable strategies to improve customer engagement, CSAT, product usage, and retention. Maximize customer retention metrics.

Customer Success 19

Customer Success Onboarding Facilitation Stakeholders 19

SmartKarrot

OCTOBER 18, 2021

Role: VP Customer Success Location: Irvine, CA, US (Hybrid) Organization: IntelligenceBank As a VP of Customer Success, you will achieve business targets for upsell, product usage and engagement, retention ARR and churn prevention for the North American region. Assist with the renewal process for the team’s accounts.

Customer Success 19

Customer Success Value Proposition Onboarding Facilitation 19

SmartKarrot

AUGUST 18, 2022

Role: Customer Success Director Location: Remote, United States Organization: OfferFit As a Customer Success Director, you will own customer satisfaction – oversee the design, execution, and reporting across use cases to ensure the customer success & enthusiasm with OfferFit product.

Customer Success 19

Customer Success Facilitation Advertising Customer Experience 19

SmartKarrot

JUNE 3, 2022

Role: Customer Success Associate Director Location: New York, NY, US Organization: Wunderkind As a Customer Success Associate Director, you will mentor and inspire a small team of high-performing Customer Success Managers & Associates. Facilitate escalation management and issue resolution.

Customer Success 19

Customer Success Onboarding Facilitation Stakeholders 19

SmartKarrot

MAY 9, 2022

Role: Director of Customer Success Location: Chicago, IL, US (On-site) Organization: William Blair As a Director of Customer Success, you will establish a new world-class customer success team of high-performing CSMs with deep industry expertise that can deliver client value.

Customer Success 3

Customer Success Onboarding Value Proposition Facilitation 3