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by Ashvin Vaidyanathan, Ruben Rabago
The Customer Success Professional's Handbook
Cover
Contributors
Foreword
PART I: What Is Customer Success and Why Is It a Great Career?
1 Customer Success Management: The Birth of a New Profession
The Age of the Customer
The Critical Missing Function
The Birth of the Customer Success Manager
Endnotes
2 Defining the Customer Success Manager Role
Goals: Increase Retention, Reduce Churn, Drive Growth
The Consumption Gap
The Customer Success Equation
What Customer Success Management is Not
A Career or a Springboard to a Real Profession?
Endnotes
PART II: The Core Skills of a Great CSM
3 A Day in the Life of a Customer Success Manager
Putting Customer Success into Practice
Being a Customer Success Manager – A Personal Testimonial
The Three Core CSM Competencies
4 The CSM Skills Required in an Ever-Evolving Business World
How to Develop Your Industry and Category Knowledge
Network with Mentors and Industry Experts
Product Expertise Is Your Ticket to Greatness
Endnote
5 Learn How to Empathize and Build Relationships with Customers
1. Be Introspective and Self-Aware
2. Communicate with Intent, Precision, and Persuasion: Be a Trusted Advisor
3. Consistently Follow-Up to Create and Grow Trust
4. How to Respond When You Don't Know the Answer
5. Stay Focused and Positive When Situations Are Difficult; Learn From Them
6. Read People In-Depth and With a #HumanFirst Lens of Compassion
7. Genuinely Connect with Customers: it is Personal and it is Your Business
Endnotes
PART III: Operationalizing Customer Success
6 Preparing for Your Engagements and Asking Questions Like a Problem-Solving Consultant
The Need for a 360o View of the Customer
Do Your Homework: Prepare for Every Customer Engagement
The Art of Discovery: Asking the Right Questions to Get to the Heart of the Customer's Problem
Endnotes
7 Defining the Journey to Customer Outcomes
Customer Lifecycle, Journey Map, Customer Journey
Segment Your Customers
Endnotes
8 Operationalize Your Customer Journey with Moments of Truth
Identifying Your Moments of Truth
Sales-to-Onboarding Handoff
Welcome the Customer and Onboarding Kickoff
Launch or Go-Live
New Customer Executive or Champion
Business Reviews: For the Executive and More
Renewals
Endnotes
9 Using Customer Health Scores to Manage Your Customers
Health Scores: How to Know If Your Customers Are Doing Well
Designing Your Outcomes Health Score
Designing Your Experience Health Score
Setting the Right Thresholds
Other Frameworks to Design Your Health Score
Putting Health Scores to Work for You
The Future and Human-Element of Customer Health Scorecards
Endnotes
10 Voice of the Customer and Your Tech-Touch Strategy
How to Get Meaningful Customer Feedback
The Hidden Value of Customer Feedback
Tech Touch: The Secrets of Low-Touch Customer Success
Onboarding Tech-Touch Workflow
Renewals Management Tech-Touch Workflow
Risk Management Tech-Touch Workflow
Advocacy Management Tech-Touch Workflow
Endnote
11 Help Customers Achieve Their Business Goals
Adoption Management: How to Proactively Manage Product Use and Adoption
Success Planning: Make Sure the Customer Gets the Long-Term Results They Expect
Identify Business Objectives
Strategy Session
Document the Plan
Track Value
Product Experience – Improving Your Product is Your #1 Priority
Endnote
12 Drive Revenue Growth Through Engagement, Proactive Risk Management, Churn Analysis, Expansion, and Advocacy
Stakeholder Alignment: How to Manage Executive Sponsors and Other Customer Stakeholders
Risk Management: What to Do When a Customer is Trending Toward Cancelling: How to Proactively Escalate Risk and Save the Customer
Reduce Churn with a Deep Understanding of Why Your Customers Have Left
Expansion Management: Understanding White Space in Your Customer Base to Upsell and Cross-sell Your Products and Services
Advocacy Management: How to Turn Your Best Customers into Evangelists
Endnote
PART IV: Retaining and Developing the Best CSMs
13 Managing a Customer Success Team
Segmentation and Aligning a Customer Success Manager to the Right Customer
Determining the Best Customer Success Manager-to-Customer Ratio and CSM Profiles
Compensating Your Customer Success Managers
Dashboards to Manage the Customer Success Team
14 Creating Career Paths for Your Customer Success Managers
Designing CSM as a Career
Creating Career Paths within the CS Function
Conducting a Comprehensive Talent Review Process
Creating Career Paths Between Functions
Conclusion
Acknowledgments
About the Authors
Index
End User License Agreement
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