2022 Tech Economic Sentiments Survey
If you are looking for visibility on how the current economy is impacting the technology industry, this is the survey for you (less than 20min to complete): https://survey.tsia.com/s3/6917452
If you are looking for visibility on how the current economy is impacting the technology industry, this is the survey for you (less than 20min to complete): https://survey.tsia.com/s3/6917452
Customer Success
A community for Customer Success Teams to navigate business challenges together
Discussion List
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Could you please recommend any certification program for Customer Success Manager ?Hi everybody, My name is Didier, I'm a part of the Customer Success Manager Team at Wind River, we are seeking this kind of certification program to get industry recognition beyond our internal badge… -
Partner led CSAn attendee from Interact has the following question: When selling XaaS solutions through a tier 2 distribution model, what have you seen put in place with Partners to successfully drive adoption of … -
Who manages the service offer at your organization? -including Customer Success, Support, ConsultingWe are a $1b revenue company with 4500+ employees. As we are building our own practice of the service offer management (including Customer Success, Support, and Consulting) I wonder how other organiz… -
How to avoid giving CS away for freeAttendee from Orlando wants to know how to prevent sales reps from giving away CS for free. Couple of quick tactics: Have clearly defined CS offers that do have defined prices. Clear discounting pol…
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What best practices are being used to schedule customer calls?This time of year can be a bit hectic for most companies in our industry. We are planning goals for the year and trying to be strategic when deciding the best way to reach prioritized business outco… -
Which CRM has proven its worth with your CS Organization?What is the most effective CRM that your (CS) organization uses? Some would say Gainsight! Others may prefer Totango or Whatfix! What do you say? What do your CSMs appreciate the most about it's func… -
Was your CSM's Evacuation due to the Compensation Conversation?With the attrition rate for CSMs on the rise how important do you think compensation is? Some would say that CSMs across the technology sector are underpaid. Others would be quick to acknowledge th…
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Separation of church and stateYou think it’s important to have a separation of church and state between success and sales? Some would say renewals shouldn’t need to be a sales negotiation! Others would undoubtedly be the first to…
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Survey QuestionsLooking for input from the community on the below 2 questions: Is there a way to determine what are the right set of questions we are asking through Customer Surveys for Tech support? What should be … -
How to better Customer Interactions?Hello Everyone, I am looking to answer the following questions/prompts. If you have any advice or resources please let me know.. thank you! 1. You never say "no"-- You do say what you can d… -
Any New Framework for PPDIOO or PBM ?Hi All, Are there any Reports that have updated or refreshed the PPDIOO or the PBM (Plan Build Manage) frameworks? I wanted to connect with folks who are active in this area. Thank you, - raj - -
Time to Onboard Customer ??Hi All, After Customer purchases your service, How long does it take to have first engagement with Customer? How long does it take to on-board the Customer? I would appreciate any inputs, comments …
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Outcomes from digital scale Customer Success?Do you have an interesting story to share about the benefits you've seen and the challenges you had to overcome in building digital scale into your customer success program? I had a recent discussion… -
Digital touch Customer Success approach (1000+ customers)Hi, TSIA community! We are planning to set up an automated workflow (using the CSM platform) with no personal interactions. Our product portfolio does not have a usage statistics feature and it will … -
Frequency of surveysHello, as part of our focus on customer experience, surveys play a very important role. One question that always comes up is the frequency of the surveys. From your experience what would be considere… -
What are the best practices / resources for starting an online community for customers?Greetings! I am a CSM and am looking to start an online community for customers. I am interested in any resources (podcasts, articles, blog posts, courses etc) or best practices that might be out the… -
Digital Adoption Platform for servicesI'm wondering if anyone can recommend a Digital Adoption Platform (or equivalent) designed specifically for onboarding customers to managed services. Most seem to be designed for onboarding users to … -
Do you have any thoughts to share about SWARM?Hello! I am researching SWARM as a strategy and more specifically Team SWARM Strategy. I am looking for some insight on the principles of what it really means to SWARM, what it looks like in action,…
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Executive Sponsorship ProgramsI am looking to develop an executive sponsorship program around customer escalation. I have been conducting research over the past few days and am looking to talk with someone who has created a progr…
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How to track partial churnI was wondering if I could get some insight on best practices to track partial churn. We utilize Salesforce Opportunities to track our renewals and Gainsight as our CS tool. We can easily track full … -
Creating a platform to gather, build and consolidate best practices from multiple productsI am responsible for building out a platform and process for making project best practices openly available on the web. Where it becomes more difficult is that this platform would accommodate multipl… -
Staffing for "Floating" CSM CoverageHi, How are some of you managing if you have high attrition or churn in your CS org? Has anyone ever created a justification for a "floating" CSM? Thank you. -
How do you train/improve upon the skills of your Customer Success team? Certifications?This question has come up in a lot of conversations. Organizations are wondering what others have done when putting together an onboarding program for CSMs. Also what well-known certification progr… -
We are in the process of evaluating a new Customer Success Tool.The challenge is to find all requirements in one platform. It would be interesting to get your feedback on the type of platform your Customer Success Managers use to track: Health Monitoring Lifecycl… -
Knowledge Management Best PracticesBackground: We are looking to establish an improved Knowledge Management process and capabilities for collecting market and customer information, as well as internal insights from the company’s own e… -
Ideas for Hands-On Lab TrainingThe OneStream Certification Program exists for customer success purposes (i.e., to contribute to customer success via successful implementations as a result of establishing a thriving community of va… -
Cloud: CSM and TAM and BDMAnyone interested on benchmarking regarding org structure and role separation among CSM, TAM, and BDM, in a cloud sales motion context? Thanks, -
What are your Customer Health Score categories?We are re-evaluating the naming convention of our Customer Health Score and trying to move away from the traditional Green/Yellow/Red categories. I've researched a few options, but looking to see wha… -
Who is responsible for documenting the value being delivered to the customer?The value innovation cycle proposes a cycle of Create Value Communicate Value Deliver Value Document Value Capture Value (this is where pricing comes in) Create Value All this turning around a deep u…