SuccessHACKER
SuccessHACKER
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Implementing Data-Driven Customer Success
Effectively utilizing customer data is essential for Customer Success leaders. By integrating data insights into strategic efforts, CS leaders can make more informed decisions that align with business objectives, improve customer outcomes, and demonstrate the measurable impact of their teams on revenue and retention.
In this CS Leadership Roundtable, host Andrew Marks and three Customer Success professionals--Ed Powers, Jasmine Reynolds, and Lorenzo Serva--discuss how to implement data-driven Customer Success at your organization.
During the live event, the panelists discussed:
- Types of customer data that drive informed decision-making
- Strategies that ensure data insights are actionable and not just informational
- Common challenges faced when implementing a data-driven approach and how to overcome them
- How predictive analytics and AI tools can help anticipate customer needs and risks
- How to measure the success of data-driven strategies and ensure alignment with overall business goals
- How to foster a culture where data is regularly used to inform decisions and strategies
By the end of the learning session, you’ll have lots of good advice and tips on maximizing data use, including tips on selecting the right metrics, tackling common challenges, and fostering a data-informed culture in your organization.
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Get more Customer Success resources:
Check out the calendar of FREE live learning events: successcoaching.co/customer-success-events
Enroll in an instructor-led Customer Success training program: successcoaching.co/training-calendar/
Start an on-demand training program for individuals successcoaching.co/solo-customer-success-training or teams: successcoaching.co/team-customer-success-training
Read educational articles on our blog: successcoaching.co/customer-success-blog
Follow SuccessCOACHING on LinkedIn: www.linkedin.com/company/successhacker/
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About Us:
SuccessCOACHING is reinventing the Customer Success training experience for CS Leaders, Customer Success Managers, and aspiring CSMs. Learn more about how SuccessCOACHING can help you or your Customer Success team at successcoaching.co.
#CustomerSuccess #CareerDevelopment #CustomerSuccessTraining
มุมมอง: 88

วีดีโอ

Working Effectively with Product Teams
มุมมอง 11628 วันที่ผ่านมา
For Customer Success Managers, effectively collaborating with the Product team is vital to company growth. By working closely with the Product team, CSMs can help prioritize features, resolve issues, and refine the product roadmap based on real-world customer insights. In this CSM Mastermind, host Andrew Marks and three Customer Success professionals Ariel Benzakein, Jasmine Reynolds, and Dr. M...
Supporting Employee Well-Being and Mental Health
มุมมอง 59หลายเดือนก่อน
In today’s high-pressure business environment, supporting the mental health and well-being of Customer Success teams is a critical responsibility for CS leaders. By implementing effective strategies to support mental health, CS leaders can ensure that their teams remain engaged, motivated, and resilient, leading to better performance and customer outcomes. In this CS Leadership Roundtable, host...
Becoming an Internal Change Agent
มุมมอง 178หลายเดือนก่อน
Customer Success Managers are increasingly expected to act as change agents within their organizations. Because CSMs are on the front lines, directly engaging with customers and gathering valuable insights, their unique perspective allows them to identify areas for improvement and advocate for change that benefits both the customer and the company. In this CSM Mastermind, host Andrew Marks and ...
Enhancing Your Team's Capabilities Through Skill Development
มุมมอง 952 หลายเดือนก่อน
One of the most critical responsibilities for CS leaders is ensuring that their teams keep pace with change. As customer needs, technologies, and business models shift, the skills that drive customer success must evolve in tandem. By continuously refining and updating training programs, organizations can ensure their CS teams are equipped to meet the challenges of tomorrow. In this CS Leadershi...
Leading vs. Lagging KPIs
มุมมอง 2042 หลายเดือนก่อน
Understanding the importance of leading and lagging key performance indicators (KPIs), and knowing how they differ, is crucial for any Customer Success professional. By addressing these two types of KPIs, CSMs can not only monitor and assess their current strategies but also proactively adjust their actions to influence future outcomes and agilely respond to changing customer needs and market c...
Managing Customer Feedback
มุมมอง 1213 หลายเดือนก่อน
Customer feedback is a critical tool for Customer Success leaders, offering valuable insights into company performance and customer satisfaction. By collecting, analyzing, and acting on this feedback, businesses can proactively address issues, enhance the customer experience, and build loyalty. In this CS Leadership Roundtable, host Andrew Marks and three Customer Success professionals Dana Soz...
Diverse Paths to Success: Service
มุมมอง 633 หลายเดือนก่อน
Customer Success offers a dynamic and fulfilling career path, providing opportunities to build lasting relationships, drive tangible business outcomes, and foster professional growth. For professionals transitioning from Customer Service, Customer Success roles leverage their customer-centric skills while opening new avenues for career advancement and personal development. In this Diversity in ...
Collaborating with Internal Teams
มุมมอง 1253 หลายเดือนก่อน
Effective collaboration between Customer Success and other departments is essential for delivering a cohesive and high-quality customer experience. Working with other departments can help break down silos, foster a culture of teamwork, and drive better outcomes for customers and the organization. In this CSM Mastermind, host Angelika O'Reilly and three Customer Success professionals Celia Gouve...
Utilizing Data Analytics and Insights
มุมมอง 1753 หลายเดือนก่อน
The ability to analyze and act upon customer data is a game-changer for Customer Success teams. By harnessing the power of data analytics, CS leaders can gain deeper insights into customer behavior, preferences, and needs, allowing for more informed decision-making and the ability to deliver personalized, impactful customer interactions. In this CS Leadership Roundtable, host Andrew Marks and t...
Fast-Tracking Your Professional Growth
มุมมอง 2084 หลายเดือนก่อน
Navigating a career in Customer Success offers numerous opportunities for growth and advancement. However, this requires a strategic approach, continuous learning, and demonstrating value within your organization. In this CSM Mastermind, Host Andrew Marks and three CS pros-Carly Agar, Maranda Dziekonski, and Sara Roberts-discussed: -The key skills that individuals should develop to advance in C...
Fostering Cross-Functional Collaboration
มุมมอง 1795 หลายเดือนก่อน
Delivering outstanding customer experiences requires more than just a dedicated Customer Success team. It demands collaboration across various departments, including Sales, Marketing, Product Development, and Support. Watch this webinar replay to gain tools and insights on creating a cross-department, collaborative environment that enhances the customer experience and drives organizational succ...
Aligning and Managing Expectations
มุมมอง 2845 หลายเดือนก่อน
The difference between a loyal customer and one who churns often hinges on how well their expectations are managed. Therefore, the ability to accurately gauge and meet customer expectations has become a cornerstone of sustainable success. In this CSM Mastermind, host Andrew Marks and three Customer Success professionals Alexander Glick, Dimple Billimoria, and Mohammed Alqaq discussed: - How to ...
Transforming Customer Success with Digital Technologies
มุมมอง 2276 หลายเดือนก่อน
From AI and machine learning to CRM systems and automation tools, there are many digital innovations to explore that can transform your Customer Success strategy. This CS Leadership Roundtable session is crucial for leaders aiming to improve their team’s productivity and provide exceptional customer experiences that foster loyalty and drive growth. In this webinar, host Andrew Marks and three C...
Building Customer Relationships Virtually
มุมมอง 4296 หลายเดือนก่อน
Building and maintaining strong customer relationships in a virtual environment is challenging. That being said, the shift to digital interaction has made virtual customer engagement more important than ever. Leveraging technology, communication skills, and personalized approaches help to create meaningful connections with customers. In this CSM Mastermind, host Andrew Marks and three Customer ...
Driving Adoption with Change Management
มุมมอง 3136 หลายเดือนก่อน
Driving Adoption with Change Management
Improving the Customer Experience During Onboarding
มุมมอง 5127 หลายเดือนก่อน
Improving the Customer Experience During Onboarding
Developing Lasting Relationships with Stakeholders
มุมมอง 2887 หลายเดือนก่อน
Developing Lasting Relationships with Stakeholders
Enabling CSMs as Revenue Growers
มุมมอง 4138 หลายเดือนก่อน
Enabling CSMs as Revenue Growers
Utilizing Performance Metrics and KPIs
มุมมอง 4179 หลายเดือนก่อน
Utilizing Performance Metrics and KPIs
SuccessCOACHING in the Wild: Vanessa Pereira
มุมมอง 2539 หลายเดือนก่อน
SuccessCOACHING in the Wild: Vanessa Pereira
Aligning Desired Customer Outcomes to Corporate Objectives
มุมมอง 3899 หลายเดือนก่อน
Aligning Desired Customer Outcomes to Corporate Objectives
Developing Customer Retention Strategies
มุมมอง 4659 หลายเดือนก่อน
Developing Customer Retention Strategies
Diversity in CS: Empowering Black Women in Customer Success
มุมมอง 21510 หลายเดือนก่อน
Diversity in CS: Empowering Black Women in Customer Success
Developing Success Plans
มุมมอง 73110 หลายเดือนก่อน
Developing Success Plans
The Importance of CS Leadership Owning a Number
มุมมอง 32211 หลายเดือนก่อน
The Importance of CS Leadership Owning a Number
Applying a Consultative Approach
มุมมอง 52811 หลายเดือนก่อน
Applying a Consultative Approach
Enhancing the Customer Experience
มุมมอง 315ปีที่แล้ว
Enhancing the Customer Experience
Learning How to Say No
มุมมอง 455ปีที่แล้ว
Learning How to Say No
Examining the Different Flavors of CS
มุมมอง 242ปีที่แล้ว
Examining the Different Flavors of CS

ความคิดเห็น

  • @ShayHannon-d3u
    @ShayHannon-d3u หลายเดือนก่อน

    I completely agree. In my experience, it’s crucial for the business or those undergoing the change to take ownership of the outcomes to ensure the change truly sticks. As a change manager, my role is to support and enable the business by developing the strategy and plan. From there, I focus on empowering the business to drive the change, with my guidance and support along the way. It’s very much a co-creation process!

  • @hajiranankoma4255
    @hajiranankoma4255 หลายเดือนก่อน

    hello my friend here to support

  • @KweenBriii
    @KweenBriii 4 หลายเดือนก่อน

    This roundtable was an awesome discussion! I did not watch it live, but did stream the live from LinkedIn which gave me sound issues. Glad I found it here on TH-cam! Data really does matter, but understanding your customer matters most

  • @Surayahti
    @Surayahti 4 หลายเดือนก่อน

    I really think this one should be broken up into timestamps. Very good stuff 👍 Thank you!

  • @yaminibalap6330
    @yaminibalap6330 4 หลายเดือนก่อน

    Can Indians take up this course? If yes, how to first login? I doesnt seem to work

  • @TommyZei
    @TommyZei 7 หลายเดือนก่อน

    Re accountability on both sides, I 300% agree. We can lead the horse to water, but we can't make them drink. If the client just doesn't use the tools our software provides, despite all of our efforts, they only have themselves to blame when they don't get the results they want. Thankfully, when it finally gets to this point it usually means s*** has hit the fan and the client is desperate to use the software RIGHT NOW so its a great time to re-engage them! :)

  • @amitjha9453
    @amitjha9453 7 หลายเดือนก่อน

    Informative Videos

  • @jaredorr
    @jaredorr 7 หลายเดือนก่อน

    Awesome discussion!

  • @ATreeFrogCollective
    @ATreeFrogCollective 9 หลายเดือนก่อน

    She's the best !!!

  • @YelleVision
    @YelleVision 10 หลายเดือนก่อน

    Great podcasts and very informative; thank you

  • @NancyRaia
    @NancyRaia ปีที่แล้ว

    This was a great webinar. I learned a lot of valuable tips. My team and I are trying to determine the best ways to distill information to customers at the right time without overwhelming them. Great advice! Thanks!

  • @carlostarazon2456
    @carlostarazon2456 ปีที่แล้ว

    Great points RE eye contact factors with Zoom type communications.

  • @jamesb2839
    @jamesb2839 ปีที่แล้ว

    Thanks for the video everyone. Andrew, I would love to discuss this topic with you.

  • @BillHertzing
    @BillHertzing ปีที่แล้ว

    Good content. I think if you can get yourself invited to pre-sales conversations, that will help later down the road when the persistence of memory fades.

  • @roncarassco
    @roncarassco ปีที่แล้ว

    Appreciate your indeep knowledge on this topic, defintely answers so many Question i had, `good luck to you guys. :)

  • @mrj00028
    @mrj00028 2 ปีที่แล้ว

    I really appreciate this kind of content

  • @lilzach06
    @lilzach06 2 ปีที่แล้ว

    Do you accept the gi bill if not I think y'all should

  • @aarondelgadillo2773
    @aarondelgadillo2773 2 ปีที่แล้ว

    Where can we pull the playbook builder mentioned in the video

  • @BillHertzing
    @BillHertzing 2 ปีที่แล้ว

    Good meeting. I'm looking forward to watching other posts.

  • @sarah6995
    @sarah6995 2 ปีที่แล้ว

    I loved this, thank you! I do wish that Andrew interrupted Lindsey less; it really interrupted the flow of the webinar

  • @2vzsoy869
    @2vzsoy869 2 ปีที่แล้ว

    Love this, salute to you guys from Essen Germany.

  • @nwobiarita5375
    @nwobiarita5375 2 ปีที่แล้ว

    I really hope I get a reply here. I'd really appreciate it

  • @susanharrison5707
    @susanharrison5707 2 ปีที่แล้ว

    promosm

  • @Solbm27
    @Solbm27 2 ปีที่แล้ว

    yeah, more tactics and specific "how to's" is what we need to get from webinars like these. "Let the customer talk", "listen actively" yeah yeah....but the HOW is usually missing. "ask open-ended questions", sure....but asking good questions is an art. So, yeah....more tactical insights are needed overall.

  • @kevinlevine5543
    @kevinlevine5543 2 ปีที่แล้ว

    Keep these going Andrew, they are invaluable.

  • @jonnyballgame34
    @jonnyballgame34 2 ปีที่แล้ว

    Applaud the effort, but think you need to figure out what you are trying to accomplish. This is it really a configuration or a user video

  • @lisabchi
    @lisabchi 2 ปีที่แล้ว

    Thank you. Very helpful in translating into a customer role from special education!

  • @Kclark495
    @Kclark495 2 ปีที่แล้ว

    Outcome orientation! That was super savvy at 16:00. What a wonderful CSMM. Thank you everyone, appreciate the greats sharing some insight and wisdom.

  • @kevinlevine5543
    @kevinlevine5543 2 ปีที่แล้ว

    Great conversation. Thank you.

  • @kevinlevine5543
    @kevinlevine5543 2 ปีที่แล้ว

    Another great session @successhacker. We’re implementing a focus on company goals and calling it business outcomes.

  • @iamPatG
    @iamPatG 2 ปีที่แล้ว

    Needed this..I have a final interview for a customer success position.

  • @kevinlevine5543
    @kevinlevine5543 2 ปีที่แล้ว

    As mentioned, a lot of leaders miss their best picks for varying reasons, more so than resumes being inaccurate or not truthful. As a result, employers miss really amazing talent and the talent shake their heads wondering what happened. I’ve seen it happen hundreds of times.

  • @kevinlevine5543
    @kevinlevine5543 2 ปีที่แล้ว

    I was thinking difficult conversations referred to stepping up to the plate when you should and when it’s a sensitive situation as taught in the book crucial conversations, and knowing how to do so in a way that will be well received. That isn’t discussed here, however it was a very interesting conversation on delivering bad news or saying “no” to a client.

  • @kevinlevine5543
    @kevinlevine5543 2 ปีที่แล้ว

    Super outstanding content. Thank you Guy and Andrew!

  • @NiceGirlsFinishFirst
    @NiceGirlsFinishFirst 2 ปีที่แล้ว

    Thank you guys for sharing this! I start my role in CSM in the next week. It’s very helpful to know how to important we use data to show value to customers.

  • @kevinlevine5543
    @kevinlevine5543 2 ปีที่แล้ว

    Thanks Andrew and Sam for a very informative session. This was really good!

  • @Natalia-oj6mm
    @Natalia-oj6mm 2 ปีที่แล้ว

    This was very informative. Thank You all

  • @Natalia-oj6mm
    @Natalia-oj6mm 2 ปีที่แล้ว

    Thank You! Thank You! Thank You! For this. I’m transitioning into tech as a CS and this video helped me define and have a clear path on what I need to do to land my first CS role. Thank You again lol

  • @Natalia-oj6mm
    @Natalia-oj6mm 2 ปีที่แล้ว

    I just found your channel and wow. What a gem 💎 I’m transitioning into tech and I’m very passionate about customer success. I’m so ready to dive into your channel and learn more about the role. Thx for uploading.

  • @dtharry4434
    @dtharry4434 2 ปีที่แล้ว

    Hope you will get famous soon.!! You are missing out on potential viewers by not using a service such as P r o m o S M!!

  • @kevinlevine5543
    @kevinlevine5543 3 ปีที่แล้ว

    Really good points on the value of treating your employees like the most important asset they are.

  • @kevinlevine5543
    @kevinlevine5543 3 ปีที่แล้ว

    Another great customer success conversation. I like the idea of CS owning a number.

  • @kevinlevine5543
    @kevinlevine5543 3 ปีที่แล้ว

    Great session. Glad to hear your recommended resources, was wondering if you all were going to touch on those books.

  • @kevinlevine5543
    @kevinlevine5543 3 ปีที่แล้ว

    Great content, love the customer success conversation. Thank you!

  • @kevinlevine5543
    @kevinlevine5543 3 ปีที่แล้ว

    Another great session. Thank you for sharing.

  • @kevinlevine5543
    @kevinlevine5543 3 ปีที่แล้ว

    Outstanding segment. Thank you very much!

  • @musafinancial6616
    @musafinancial6616 3 ปีที่แล้ว

    Funny

  • @kevinlevine5543
    @kevinlevine5543 3 ปีที่แล้ว

    Outstanding, loved this training and insights. Thank you!

  • @jamesb2839
    @jamesb2839 3 ปีที่แล้ว

    Great video. Well done with the questions asked in this video. As a Customer Success Leader myself, these are all questions that are top of mind each day!

  • @dennisray3235
    @dennisray3235 3 ปีที่แล้ว

    Will it only record in your browser or can you record your computer screen too?