A few months ago, we hosted a customer success meetup in Bangalore where several Customer Success Leaders shared their learnings and insights. We kickstarted the meetup by discussing Moving from reactive support to proactive success. For this discussion, we had an expert panel comprising of: Nimesh Mathur (Director of Customer …
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TL;DR A single customer health score is not ideal for a B2B SaaS business. The best practices for configuring a health score include Monitoring the right metrics, i.e., don’t mix support signals with product adoption signals Measuring leading indicators with short lookup windows Having a simple risk strategy, i.e., poor …
Customer segmentation has become vital to provide a holistic customer experience. When a company is small (< 100 customers) and is setting up the customer success practice, customer segmentation may not seem that important. There would be a small number of customers who can be managed, by a small customer …
I appeared on a podcast with Bryan Reynolds of Sure Oak to discuss the impact of customer marketing on upgrades and upsells. What is Customer Marketing Before we even talk about what is customer marketing, let’s discuss a little about why it has become so important. In the subscription economy, …
Segment, leaders in synthesizing first-party customer data, and CustomerSuccessBox, an Outcome driven Customer Success platform for B2B SaaS, join hands to deliver desired outcomes. Eliminating all developer dependencies for customer success technology roll out. Over 19,000 companies use Segment as their central hub for collecting and synthesizing first-party customer data. …
A lot of Customer Success leaders and Founders I have talked to since starting at CustomerSuccessBox have been confused about what customer tech stack to use at their SaaS businesses. Some think that a CRM should suffice whereas others want to build their own dashboards on top of analytics tools. …
Customer Success, at its core, helps customers achieve their goals by maximising the value from a product. Thus, increasing the retention rate, and creating potential opportunity for upsells / cross-sells too. It doesn’t matter how many customers you are signing up every month! What matters is that of the customers …
Customer Onboarding Metrics help measure how efficient the onboarding process is and which parts need improvement. Different companies can measure different customer onboarding metrics as per requirements. Why customer onboarding metrics? Customer Onboarding is one of the most important aspects of the customer journey. Customer onboarding should be one of …
A well structured customer success organization is necessary for any SaaS company to achieve massive growth. Most SaaS businesses have well defined product, engineering, marketing and sales teams. With this a company can achieve short term growth. However, recurring revenue and LTV drive long term growth. So, a proper customer …
The searches for the keyword ‘Role of a Customer Success Manager’ have been increasing since the last few years. Why is it so? As companies around the world are getting aware of the importance of Customer Success, the demand for seasoned Customer Success Managers (CSMs) is also increasing exponentially. Since customer …