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How to measure your success as a Customer Success Manager @GetAmity #CSMSuccess
How to measure your success as a Customer Success Manager
Julia BurnettCustomer Success Manager
Krysta GahagenSenior Customer Success Manager
How to measure your success as a Customer Success Manager @GetAmity #CSMSuccess
Housekeeping!Get your tweet on and join the conversation
#CSMSuccess@GetAmity @Sparkcentral
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How to measure your success as a Customer Success Manager @GetAmity #CSMSuccess
How to measure your success as a Customer Success Manager
Julia BurnettCustomer Success Manager
Krysta GahagenSenior Customer Success Manager
The Sparkcentral Customer Engagement Platformenables you to exceed customer service expectations
across any channel.
Contextualinteractions
Optimizedworkflow
Proactive engagement
Channel agnostic engagement
Getting Started / Reevaluating KPI’s
Ah- ha!!!
Where to start?
Top Down Approach
Company
Top Down Approach
Company
Success Team
Top Down Approach
Company
Success Team
Support CSM AM
Are there elements of community management, account management, or
general support to be included in the Customer Success Manager's KPIs?
Customer Success Department Breakdown
AccountManagement
CustomerSupport
Customer Success
Revenue
AccountMaturation
Renewal
ProductUsage
Should you use CSAT to help measure your goals?
CSAT Metrics
CSAT Metrics
Begin with an onboarding survey
CSAT Metrics
Begin with an onboarding survey
Develop a regular cadence of surveying
CSAT Metrics
Begin with an onboarding survey
Develop a regular cadence of surveying
Survey software users as well as stakeholders
CSAT Metrics
Begin with an onboarding survey
Develop a regular cadence of surveying
Survey software users as well as stakeholders
Track trends throughout the life of the customer
How does product usage play a part in customer happiness, and ultimately your goals as
a CSM?
Usage
● Increase adoption of key features
Usage
● Increase adoption of key features
● Track usage trends and predict churn
Usage
● Increase adoption of key features
● Track usage trends and predict churn
● Increase renewals and expansions
Usage
● Increase adoption of key features
● Track usage trends and predict churn
● Increase renewals and expansions
● Provide invaluable insights to Product and Engineering
How are your goals and your customer’s goals related?
Customer goals are not (always) CSM goals
Company Goals Company Goals
Cust
omer
Goa
ls
Cust
omer
Goa
ls
Customer goals:
● Quickly respond to customers● Optimize agent productivity● Showcase team’s efforts● Scale customer care efforts
Customer goals are not (always) CSM goals
Company Goals Company Goals
Cust
omer
Goa
ls
Cust
omer
Goa
ls
Customer goals:
● Quickly respond to customers● Optimize agent productivity● Showcase team’s efforts● Scale customer care efforts
CSM goals:
● Adoption● Usage● CSAT● Growth
How do we hold CSMs accountable for nurturing
their accounts and ongoing training?
Source: Totango 2016 Customer Success Salary Survey & State of the Profession Report
Customer Success Teams Using a Customer Success Platform
2015: 25% of CSM teams 2016: 36% of CSM teams
Should we create metrics around
customer advocacy -- their
willingness to refer new businesses
and/or participate in marketing
efforts?
Example of Quarterly Customer Success Manager GoalsContinuous Goals: 70%Training & Onboarding
CSAT Onboarding Score of XComplete customer cycles on timeAdoption: X-X% - # of seats/ # of actual usersUsage: operational metrics, use of key functionality
Quarterly Customer-Facing Objectives: 15%X strategic customer visits/ quarterX Quarterly Business Reviews
Quarterly Growth Goals: 10%Number of case studiesNumber of beta launchesNurture Community (Customer Advisory Board, webinars, other forums)
Personal Growth: 5%Learn a new skill
How to measure your success as a Customer Success Manager @GetAmity #CSMSuccess
Q&A
#CSMSuccess
How to measure your success as a Customer Success Manager @GetAmity #CSMSuccess
Thank you to our presenters!
Julia BurnettCustomer Success Manager
Krysta GahagenSenior Customer Success Manager
How to measure your success as a Customer Success Manager @GetAmity #CSMSuccess
Join our upcoming webinar on August 10 at 7am & 1pm ET:10 Best Practices For Calculating
Your Customer Health Scores
How to measure your success as a Customer Success Manager @GetAmity #CSMSuccess
Thank you for being here!
#CSMSuccess