Can the Actions of a Single Advocate Create a Storm of Customer Success?

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Marketing and Sales teams are constantly striving for greater revenue growth. Customer success is focused on reducing churn, identifying up-sell, and increasing adoption. Customer advocates are often the most potent untapped resource for achieving all of these goals simultaneously. This presentation will deliver actionable insights and share industry examples on how B2B marketers and customer success teams can work together to identify advocates and motivate their support toward customer success and go-to-market objectives. Part of the Customer Engagement Zone series, hosted by Influitive and Gainsight.

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www.customerengagementzone.comthe Customer Zone

Can the Actions of a Single Advocate

Create a Storm of Customer Success?

Presented By

www.customerengagementzone.comthe Customer Zone

Housekeeping

• Interact with us: • Send questions & comments

through the questions panel• Twitter with

#customerengagement

• This webinar is being recorded. Recording will be emailed after the event.

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Presenters

Dan SteinmanChief Customer

Officer

Chris NewtonVP Business

Development

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Agenda

• What’s an advocate?• How & why will they help?• Data driven Customer Success• Customer Success NEEDS advocates• 5 Best Practices• Q&A

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What’s an Advocate? What’s an advocate?

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Anyone that makes a non-financial investment in your company.

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How can Advocates help?How can Advocates help?

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Advocates Help Across the Entire Lifecycle

Referrals

Product reviewsContent distribution

ReferencesSocial promotion

Media interviews

User groups

Product surveys

Customer Advisory Boards

Analyst briefings

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Why do we advocate?

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To Be Part of the Team!

10

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Provide an Amazing Advocate Experience

Status Access Power Stuff

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success noun \sek-’ses\

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What’s the Goal of Customer Success?

CHURNUPSELL

GROW THE INSTALL BASE

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Customer Success Levers

Product Value Product Adoption Customer Experience

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CSMs Naturally Find Advocates

• Training• Best practices discussions• Survey responses• Support interaction• Community engagement• Renewals discussions

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Find a Champion…and Hitch Your Wagon

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Customer Success/Health is Data-Driven

• Product usage• Marketing engagement• Support interaction• Community involvement

• References• Social media commentary• Product reviews• User groups/advisory boards

Internal

External (advocates)

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The Holy Grail is Overall Customer Health

Internal External

44 + 3983

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Leveraging Advocates for Customer Success

Referrals

Product reviewsContent creation &

distribution

ReferencesSocial promotion

Media interviews

User groups

Product surveys

Customer Advisory Boards

Analyst briefings

Internalchampio

n

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The Right Advocate(s) = Tipping Point?

Advocates could easily be• Salesmen• Mavens• Connectors

…and help you create a tipping point

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Not Just for Prospects

What if this guy

called

this guy?

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Don’t Have To Be a Customer

• Authors• Bloggers• Analysts• Consultants• Industry experts• Partners

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Customer Success NEEDS Advocates

• At least one at every customer

• Not all are created equal

• Best ones may NOT be customers

• Find ‘em and foster ‘em

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5 Key Takeaways

1. Advocates are valuable, underused resource 

2. Provide an amazing advocate experience

3. Broaden your view of possible advocates

4. You have many right now – identify, incent, inspire

5. Always ask, "how can our advocates help?” 

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The Customer Engagement Zone

Best practices, solutions and technologies to take customer experience to new levels

Learn more at customerengagementzone.com

Upcoming Webinar: March 19th – featuring ReadyTalk + Vidyard

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