Share and Learn Best Practices

I’m excited to be hosting a webinar that has been a popular one amongst customers that I’ve done it 1:1 with, so I thought I’d try it as a webinar. Join me for a session on how I leverage Gainsight on a daily basis to manage my team, and how you can also supercharge your use of Gainsight to get meaningful insights that help drive proactive actions to achieve stellar customer outcomes! 📅 Date: Wednesday, January 31, 2024🕒 Time: 1pm CT📍 Where: Register Here 🚀 Webinar Highlights:Manage your team and customers efficiently using Gainsight. Identify missing processes and reports in your operating rhythm. Establish clear expectations for your team to drive proactive actions. Let me know in the com

If you missed our webinar on January 31 on A Day in the life of a CSM Manager - Mastering Gainsight for Effective Customer Success Management hosted by Nick Morris, Manager, Customer Success, Gainsight. You can find the recording and a copy of the slides below.During this webinar we discussed:Manage your team and customers efficiently using Gainsight. Identify missing processes and reports in your operating rhythm. Establish clear expectations for your team to drive proactive actions👉🏼Slides 

What are your top 3-5 metrics for measuring Customer Health?We don’t use Gainsight CS yet (hopefully down the road). We’re just getting our feet under us in a reorganized/refocused CX org under a new Chief Customer Officer. Our historical way of measure customer health relies on a lot of subjective data and qualitative inputs. We’re looking to switch to tangible, quantitative metrics that remove subjectivity. Customer Health will be one side of the coin, sentiment (NPS) will be the other.Industry: B2B SaaSSaaS: app-building platform 

Yes, you read it correctly – we achieved an astonishing 400% increase in webinar registrations! Setting the StageIn the realm of webinars, it's easy to find solace in routine – the same emails, in-app banners, and messages sent uniformly to all our customers. However, true progress arises from challenging the norm. That's precisely what unfolded in our latest webinar. The Power of PersonalizationHypothesis: Personalizing messaging based on the customer's role will significantly enhance registrations and attendance.It may sound straightforward, but the impact was extraordinary. We set out on a mission to test the transformative power of personalized communication.The ExperimentWe decided to shake things up by crafting two versions of every email, in-app engagement, and every piece of communication. The personalized version was tailored to the unique roles

As your business increasingly recognizes the pivotal role of customer success in sustaining growth, establishing a robust CS Ops function becomes more and more important. Whether you're a seasoned professional venturing into a new territory or a visionary leader initiating a CS Ops function from scratch, you will want to learn the five steps that can help you set the foundation for a thriving CS Ops function in this blog article by Grace Tester, Senior Strategic Client Development Manager with nCloud Integrators. Read the blog article here: Your First 5 Must-Take Steps When Pioneering a CS Ops Function (ncloudintegrators.com) 

Re:  I’m planning to submit a few proposals on my successes and lessons learned, but would love to tailor those to any particular topics of interest CC customers want to hear about.

Interested in speaking at Pulse 2024 in St. Louis?Be sure to submit your nomination below through January 26 for consideration!  

Hallöchen, fellow enthusiasts of the digital age :) I’m thrilled to announce that I’ll be on stage at Pulse EU 2023.In today’s resource limited and data overloaded world, mastering the art of digital customer engagement is the key to treat all your customer like top-tiers. My talk is your exclusive ticket to learn how we at SAP Signavio created our digital customer journey. Why You Should Join: Insider Insights: I’ll be sharing our resources and templates, leaving you with actionable strategies to leverage your digital customer journey. Scalability made easy: You will learn that Gainsight can act as perfect base to create meaningful digital experiences. Learn & Failure: To give you a smooth start I will share learnings & failures with you

Are you tired of routine customer calls that seem to lead nowhere and lack the excitement of generating real value? Are you looking to transform these interactions into meaningful opportunities to establish yourself as a trusted strategic consultant in the eyes of your clients? If so, you won't want to miss my session below: 🚀 Event Details: Pulse Europe, Amsterdam📅 Date: 15th November, 202🕒 Time: 11:50 - 12:30 📍 Location: Passenger Terminal Amsterdam  In this insightful session, I will delve into the strategies and methods that will empower you to turn every customer call into an opportunity to make a lasting impact. Here's what you can expect to gain: ✅ Key Insights: Discover the essential insights to effectively prepare for each customer interaction, ensuring that you're ready to provide value every time.✅ Strate

Joining you LIVE at Pulse in Amsterdam in 2 weeks to dive into a session on Cross-Sell, Up-Sell: Yes, It’s Always Your Job. This topic in particular scares the bejesus out of even the most seasoned CSMs 😮 but I am here to tell you have no fear. Yes you CAN remain a trusted advisor while also helping your customers solve more problems and assuring your Customer Success organization shows a clear line to revenue attribution.After this session the only thing you really should be scared of is not evolving your CS organization from a cost center to a revenue driver. Growth from existing customers is the key to making both your CS org and company more durable and sustainable in the long run. You will leave this session with an understanding of: Why CS needs to make the shift to driving revenue, how we got here and most importantly why now How to structure and operationalize a cross-sell/up-sell motion

Over the last year, customer success has seen some serious changes, in tech and SaaS. With the ever changing market teams have had to switch up their game & recalibrate their strategies – it's all about being one step ahead.Customer Success folks are now like tech-savvy detectives, using data to cook up personalized solutions and building rock-solid relationships.Join me on Wednesday November 29th at 1pm est as I’ll be hosting a session that details how I use Gainsight to manage by book of business as an Enterprise CSM tackling unexpected hiccups head-on and setting the stage for future wins.How to jump in: Registration Info BelowMastering ROI: A Day in the Life of a Customer Success ManagerWhat to ExpectInsights- Dive deep into the day to day of a Gainsi

A big thank you to everybody who attended our recent CSM roundtable on Transitioning from Reactive to Proactive Risk Management where we did a quick review of this No Surprises - How CS Can Minimize Your Risk and discussed Risk Management strategies from the lens of the CSM. Whether you made it to the event or not, we’d love to continue the conversation here and collect your feedback on any topics for us to incorporate into future CSM Roundtable sessions.  Feel free to add any burning questions/thoughts/ideas here for us to answer!  You can find the recording here, and the discussion slides are attached.  Thanks!

Whenever we are in a position of having to “influence and adapt” someone’s behavior, you are in the business of practicing Change Management techniques, especially when it comes to doing it professionally in your team, department, or organization. There’s usually a need to alter the status quo, a vision and a sponsor, a strategy to inform the rest of the affected people and train them to perform at their best abilities in the new expected “way of working”, while fostering a climate where they could thrive and achieve milestone after milestone. So what is Change Management? Most of the time it’s used as a buzzword to describe an indefinite set of actions and processes that, together, should create the perfect recipe for success. How I see i

Exciting news everyone! The recordings from Pulse Europe 2023 are now available on the Pulse Library. 🎉 We have video recordings from the morning keynotes on Day 1 and Day 2. We have audio recordings of every breakout. For each session, there’s a button to download a PDF of the corresponding slides just below the session’s title.Visit this page and then click into each track “tile” to see the collection of corresponding sessions. We do not have advanced search capabilities yet, however, you can search the web agenda here to see which session corresponds to which track.

Huhu! Happy to share that I’m going to be sharing how we at SAP Signavio built a program to identify Advocates and References within our customer base!  Discover how a structured reference program can build credibility and trust among potential and current clients by strategically collecting, organizing, and utilizing customer references.On the session I’ll shareour main pain points how we started with a program how we incentivise both Customers and CSMs how we use Gainsight for management and collaborationExcited to see all of you at #Pulse2023 

Hi all, Excited to be one of the speakers at Pulse 2023 in Amsterdam. Very passionate about CS Ops and I will be talking about moving customer success team from outdated tool to Gainsight Essential Plus. Looking forward to seeing you all there. 

Missed the webinar on Mastering ROI: Day in the Life of a CSM” for an inside look at how Gainsight CSMs are redefining customer success through data-driven, prescriptive approaches that not only foster customer loyalty but also drive ROI while effectively mitigating risks.You’re in luck! You can find the recording and slides below. If you have any questions, please thread them below!Here is the recording from the webinar and the deck is attached!  

In the realm of digital customer success, having the right tools at your disposal can be a game-changer. These tools can help empower you to navigate customer engagement and satisfaction seamlessly. At Gainsight, our journey in crafting exceptional customer experiences has unveiled a toolkit with invaluable resources. Here, we unveil our top 5 tools to elevate your digital customer success journey. 1. Gainsight Customer Success Platform: Your Command CenterAt the heart of our arsenal lies the Gainsight CS Platform—an all-encompassing hub tailored to orchestrate and streamline customer success operations. This platform acts as our command center, offering a panoramic view of customer data, health scores, and engagement metrics. It empowers our teams to proactively identify risks, and opportunities, and personalize customer interactions for maximum

Hi All,On Wednesday I’ll be speaking at Pulse in Amsterdam🎉Can’t wait to meet a lot of CS & CS people and I hope to get a lot of questions during/ after the presentation to really help you get the most out of the topic: Building an Academy that supercharges your CS team. I’ll share the 8 steps to building an Academy, and will include a few fuck-ups I went through and how to avoid this. An Academy becomes an essential part of your business if it’s well integrated into the CS practices and strategy so I’ll share how we’ve done this as well. Will I see you on Wednesday? 

Hi All! We have developed our Digital Customer Experience program's foundation, ensuring we connect with every new customer for their first year of engagement. Still, I’m curious about what JO strategies you've implemented to engage existing customers who are 1+ years old. We want to create meaningful and intentional content to make customers feel valued throughout the customer journey. 

In a world increasingly driven by technology, data plays a critical role in shaping health signals and driving digital automation within Customer Success. Explore how harnessing the right data:✅ Empowers your business to anticipate customer needs✅ Optimizes service delivery✅ Creates personalized experiences to foster stronger relationships and enhance overall customer well-being Join myself and @Nomi Meijs, Business Operations Manager at Studytube, to discuss insights, strategies, and real-world examples to provide guidance on getting started leveraging data-driven approaches to elevate your CS initiatives into the era of proactive, digitally-driven excellence. 🚀 Event Details: Pulse Europe, Amsterdam📅 Date: 15th November, 2023🕒 Time: 16:10-16:50CET🗣️ Room: Mission Deck Room📍 Location: