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Customer Success without Usage Data Nello Franco, Talend Hatim Shafique, AppDynamics Holly Files, Puppet Labs

Customer Success without Usage Data

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The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale. In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success. This presentation - Customer Success without Usage Data - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Talend, AppDynamics, and Puppet Labs.

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Page 1: Customer Success without Usage Data

Customer Success without Usage Data

Nello Franco, Talend Hatim Shafique, AppDynamics

Holly Files, Puppet Labs

Page 2: Customer Success without Usage Data

Nello Franco

Talend lets organizations unlock all of their data, including

historical, live, and emerging data. Through native support

of the modern big data platforms, Talend’s zero footprint

solution takes the complexity out of integration and

equips IT to be more responsive to the demands of the

business, at a predictable cost.

VP, Global Client Success

Talend

http://blog.nellofranco.com

@nfranco

Page 3: Customer Success without Usage Data

Usage Data: Only A Small Part of the Bigger Picture

• It’s not just about the data, it’s about what you do with the data

• Generic usage data can be a trailing indicator of health

• Forum Activity, Support History, Escalations, Marketing Automation, Transaction History, Services Engagements, Upgrade/Version History

• Forensic Win/Loss Analysis• Region, product, reason

Page 4: Customer Success without Usage Data

Customer Engagement

• Structured Engagement Models (and their triggers) provide visibility into customer health as well as opportunity for dialog and discovery

• http://blog.nellofranco.com/2014/01/27/the-customer-engagement-model/

• Customer Success isn’t just about understanding your customers, it’s about leading them on a path to success

Page 5: Customer Success without Usage Data

Three Questions

• How are you measuring success?

• Are you successful by those measures?

• What is your experience with us along the way?

…well you have to know these things when you’re in

Customer Success, you know

Page 6: Customer Success without Usage Data

Holly Files

Holly Files has spent her career building and growing customer-facing organizations. With over 25 years in the enterprise software space, providing operational and services leadership in helping fast-growth businesses to create both scalable organizations and customers who become raving fans. Her experience includes executive roles at WebTrends, NetIQ, ParcPlace and Epicor as well as being a 3x co-founder of technology companies.

At Puppet Labs, the leader in configuration management automation, she is focused on accelerating time to value for their customers.

SVP, Customer Success

Puppet Labs

Page 7: Customer Success without Usage Data

Who & What is Customer Success @ Puppet

Page 8: Customer Success without Usage Data

Building customer success at Puppet Labs

So?

• Leveraging a passionate community• Focus on solutions that drive to customer value• Developed a hypothesis…executing…evaluating…iterating

The Challenge

• Customers need quicker time to value• Customer shifting from ‘early adopter’ to ‘early majority’• Our approches grew organically without formal data to measure outcomes

Page 9: Customer Success without Usage Data

So no data???

• Talk to the customer

• Trust your instinct

• Use an intentional constructed

approach to ‘continous

improvement’

Page 10: Customer Success without Usage Data

Q & A