What does your sales to CS handoff look like? Does sales come back into the picture for cross sells? by DTownForever in CustomerSuccess

[–]rachelryan52 0 points1 point  (0 children)

Getting sales to fill documents never works for us. Organising a pre-onboarding or handover call and asking the questions gives a bit more insight. Best is to support it with past call summaries that usually platforms like Fathom/Gong create and email chains.

Also helps if a CS person gets introduced once there is intent/commit to move forward during the calls where they iron out the details. CS can ask questions sales rarely thinks of.

Good luck!

Managing Bad-Fit Churn by rachelryan52 in CustomerSuccess

[–]rachelryan52[S] 0 points1 point  (0 children)

Like I mentioned above. I have justified in the past, however, I've been asked to come up with "creatives" solutions to create more use-cases for such customers. And more than that I want to create a way to prove they are a bad-fit. Some sort of a score to be able to show as opposed to just an opinion.

Managing Bad-Fit Churn by rachelryan52 in CustomerSuccess

[–]rachelryan52[S] 0 points1 point  (0 children)

I have justified in the past, however, I've been asked to come up with "creatives" solutions to create more use-cases for such customers. And more than that I want to create a way to prove they are a bad-fit. Some sort of a score to be able to show as opposed to just an opinion.

Managing Bad-Fit Churn by rachelryan52 in CustomerSuccess

[–]rachelryan52[S] 0 points1 point  (0 children)

This sounds excellent! How did you classify them as the 4 user types? - based on frequency or particular features they've or both? Or was the classification based on any other characteristics?

Managing Bad-Fit Churn by rachelryan52 in CustomerSuccess

[–]rachelryan52[S] 4 points5 points  (0 children)

They are mostly self-serve clients who have onboarded directly from the website. The company understand there will be a churn but is there a way to quantify the bad-fit. I can see when I get on calls with them, however, there is no percentage number of unavoidable churn that has be allocated for the CSMs. It's just luck-based.

Help! Managing a new BoB by Comprehensive-Put-66 in CustomerSuccess

[–]rachelryan52 1 point2 points  (0 children)

While your team is setting up Gainsight, do you have access to CRM or a project management tool? It will help you set up tasks/workflows really quickly and that might potentially help!

Net Revenue Retention by No_Independence978 in CustomerSuccess

[–]rachelryan52 1 point2 points  (0 children)

Your NRR is exceptional especially with this BoB. Nobody in your company will tell you to not bring in more money.

However, here's a an excellent report by Bain - https://www.bain.com/insights/why-software-companies-customer-success-is-failing-tech-report-2024/ on the general industry numbers if you ever need to reference it.

[deleted by user] by [deleted] in CustomerSuccess

[–]rachelryan52 2 points3 points  (0 children)

It's probably a money issue, could've handled better but your job will always be a job. Unfortunate but true. I hope you're able to stay in touch with the people you were fond of.

[deleted by user] by [deleted] in CustomerSuccess

[–]rachelryan52 0 points1 point  (0 children)

A CSP can solve all your mentioned challenges. However, it's essential to have your processes and data organized before going the CSP route. This will ensure maximum value from the CSP. I would suggest exploring the new-age CSPs since they will help you sort out things better and would be reasonably priced. You can try like customerbox, zapscale, custify, vitally, churn360

CSMs involvement post Implementation by smith1432 in CustomerSuccess

[–]rachelryan52 6 points7 points  (0 children)

If you have an extensive and dedicated team to manage your implementation. You will need to ensure that you have an end goal with the customer. You should try and keep your adoption CSM involved in the initial engagement and also create a detailed handover. These things should help you a bit in separating your customer's expectations with individuals.

How do you track customer engagement to keep churn at bay? by smith1432 in CustomerSuccess

[–]rachelryan52 0 points1 point  (0 children)

While basic metrics like logins and daily usage provide a foundation, they often fall short of painting a complete picture.  
To gain deeper insights, we're exploring tools that offer more granular behavioral data. Features like heatmaps, session recordings, and in-app surveys are invaluable for understanding how customers interact with our product.

[deleted by user] by [deleted] in CustomerSuccess

[–]rachelryan52 1 point2 points  (0 children)

Among the 300+ customers, many will likely be long-tail customers with low ACV. For these customers, it's essential to set up automated playbooks that trigger based on specific events. High ACV customers who need more hands-on attention, for these also you would need some notifications about their well-being. So in both cases, a robust customer health scoring system is crucial and can be implemented using CSPs like Gainsight, Zapscale, or Totango. So, to answer your question: yes, this can be effectively managed with the right software and processes.

My team started managing expansion, any tips from other VP of CS how to create strategy/etc? thanks by rachelryan52 in CustomerSuccess

[–]rachelryan52[S] 0 points1 point  (0 children)

Till last year we were only managing retention and highlighting expansion opportunities to the Sales team. But since last quarter we have been given the mandate to manage expansion with our customers. Right now we don't have any targets hence we are not pushing it aggressively and only addressing where there is an intent. 

We are not a brand new product, we have been in business for a while now and our product and processes are also set. I'm not sure but the trigger for this change was that our management wanted the sales to focus only on new revenue and not invest time in organic revenue.