ProlifIQ

FEBRUARY 23, 2024

With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. This report aims to uncover how account planning has evolved as our new reality has set in over the last 12+ months. Centralizing account plans in CRM can enable this consistency.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

SmartKarrot

MARCH 8, 2022

In celebration of International Women’s Day, we are honored to present our Top 50 Women Leaders in Customer Success to Follow list for 2022, celebrating 50 influential women leaders and their inspiring stories of strength and success. Her diverse yet unique skills include customer life cycle optimization from pre-sales.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

SmartKarrot

MARCH 4, 2021

Role: VP, Customer Success – SaaS Location: Remote, Boston, MA, US Organization: Blue Signal Search As a VP of Customer Success, you will manage and provide executive leadership to all facets and members of the customer success department. We can only improve what we can measure.

Customer Success 10

Customer Success Onboarding Stakeholders Leadership 10

SmartKarrot

JUNE 29, 2021

Role: Director, Customer Success Location: San Francisco, CA, US Organization: DocMatter As a Director of Customer Success, you will provide suggestive strategies and solutions to optimize the customers’ ongoing use of the DocMatter platform. Advocate internally for customer needs and connect on priorities.

Customer Success 10

Customer Success Facilitation Account Management Leadership 10

SmartKarrot

JUNE 11, 2020

An account management software is basically a customer relationship management (CRM) that’s fast gaining popularity as the tool that helps big and small businesses organize their sales by dividing them sector-wise. They also help map customer success, classification of customer hierarchies, etc.

Account Management 10

Account Management Software Software Management 10

SmartKarrot

JANUARY 28, 2021

Role: Vice President of Customer Success Location: Remote, United States Organization: 3DLOOK As a Vice President of Customer Success, you will architect and build the customer success organization to support customers from onboarding and training through to long-term multi-year contracts at scale in support of the revenue ambitions.

Customer Success 10

Customer Success Stakeholders Onboarding Account Growth 10

SmartKarrot

NOVEMBER 11, 2020

Role: Vice President of Customer Success Location: Englewood, CO, US Organization: WOW! Internet, Cable & Phone As a Vice President of Customer Success, you will define and optimize the customer lifecycle, applying customer journey mapping, and identifying standardized interventions for each point in the journey.

Customer Success 10

Customer Success Onboarding Key Account Management Government 10

SmartKarrot

OCTOBER 28, 2020

Nonetheless, transparency, easy accessibility, and free communication can pave the way to a seamless customer experience. Better yet, redeem yourself with an effective customer success workflow that puts the troubles at bay. It is just about right to invest in an excellent customer success team. Source: Unsplash.

Customer Success 20

Customer Success Acquisition Customer Experience Communication 20

SmartKarrot

JUNE 12, 2020

At the 2015 conference, Jason Lemkin famously said that “Customer Success is where 90% of the revenue is.” Renewals, upsells, and cross-sells will help with customer success, which is why they will continue providing you with more revenue. Here is how the customer success sales function differs from others.

Customer Success 10

Customer Success Customer Life Cycle Account Management Sales 10

SmartKarrot

SEPTEMBER 25, 2020

Therefore, to save your company’s environment from the pernicious seeds of churn, you will have to sprinkle in some of the customer onboarding best practices. Now, what is the customer onboarding meaning or customer onboarding plan? Let the clients vent out after they complete onboarding.

Onboarding 8

Onboarding Artificial Intelligence Brainstorming Client Onboarding 8

SmartKarrot

DECEMBER 4, 2020

Before customer success was introduced, companies used to spend massive funds in acquiring the customers only to see them finally go. But as customer retention became a major goal for these companies, customer success ROI started paying off. Importance of measuring customer success ROI.

Customer Success 10

Customer Success Onboarding Investors Acquisition 10

Jermaine Edwards

APRIL 16, 2020

If you were to take “Adaptation Theory” into the current world you’ll see the three basic types of adaptations happening: Structural adaptation : change in the business model Physiological adaptation : new skill acquisition Behavioural adaptation : new thinking and systems. Poor internal and global customer collaboration.

Computers and Electronics 130

Computers and Electronics Supply Chain Telecommunications Financial Services 130

SmartKarrot

JULY 19, 2022

Role: Director of Client Success Location: Tampa, FL, US (On-site) Organization: MiSource As a Director of Client Success, you will manage a team of Account Managers to provide leadership, training, and coaching. Set individual sales targets/KPI’s with the Account Management team.

Customer Success 3

Customer Success Account Management Onboarding Acquisition 3

SmartKarrot

JANUARY 4, 2022

Role: VP, Customer Success Location: Remote, Sunnyvale, CA, US Organization: Clari As a VP of Customer Success, you will lead all aspects of the Customer Success organization which includes driving strategic adoption, ensuring a remarkable customer experience, and optimizing ongoing engagement with Clari.

Customer Success 3

Customer Success Onboarding Account Management Acquisition 3

Hubspot Sales

APRIL 19, 2018

Sales outsourcing can be a good way for organizations to increase lead generation and sales without investing in onboarding and the cost associated with full-time sales reps. Acquisition of knowledge and experience. What is Sales Outsourcing? Improvement of analysis and planning (consistent opportunity creation). Innovation.

Sales 94

Sales B2C Organization Innovation 94

SmartKarrot

JANUARY 20, 2021

These metrics include Annual Recurring Revenue (ARR), Customer Lifetime Value (CLV), Customer Acquisition Cost (CAC) and Churn. But one of the metrics which is often overlooked, yet stands at par with above metrics, is Customer Retention Cost (CRC). Customer retention is one of the primary goals for a SaaS business.

Customer Success 11

Customer Success Acquisition Software Software 11

SmartKarrot

NOVEMBER 22, 2022

Still, one unified unit of three departments working together: Sales, Marketing, and Customer Success departments, mainly because the land-and-expand strategy is the concept of your current customers being your best sources of revenue. Role of Customer Success in scaling .

Customer Success 10

Customer Success Account Management Software Software 10

SmartKarrot

OCTOBER 26, 2022

For several reasons, both large and small customers can churn. Implementing a comprehensive account management program is the greatest approach to preventing an expensive breakup with your most valuable clients. Key account management is the tactical method businesses use to manage and expand their most crucial clients.

Account Management 11

Account Management B2B Management Advertising 11

ProlifIQ

AUGUST 17, 2023

One such strategy gaining popularity among sales and customer success leaders is the “land and expand” approach. This method focuses on acquiring new customers while simultaneously nurturing existing accounts to drive expansion and increase company revenue.

Acquisition 52

Acquisition Stakeholders Customer Success Profitability 52

SmartKarrot

OCTOBER 28, 2022

What is Strategic Account Management? This approach is called strategic account management for enterprises (also known as key account management). The Responsibility of Strategic Account Manager. Strategic account management’s primary premise is to start small and expand over time.

Account Management 10

Account Management Management Key Account Management Decision-making 10

SmartKarrot

OCTOBER 12, 2022

Also, in an enterprise with multiple stakeholders, the post-sales B2B customer journey commences with the onboarding stage. Next, you want to expand your accounts and retain the existing accounts. Let us look at the various steps to design and track a customer account journey for B2B enterprises. Onboarding.

B2B 10

B2B Onboarding Customer Success B2C 10

SmartKarrot

APRIL 24, 2020

This ‘fine line’ is created by the gap between customer acquisition and customer retention. While customer acquisition is the key driver for dynamic revenue growth, customer retention is often the critical factor. What is Client Success? That’s what we are working towards customer success.”.

Management 11

Management Account Management Acquisition Value Proposition 11

SmartKarrot

JANUARY 27, 2022

Ever since the emergence of marketing automation, there was always a desire to integrate sales, marketing, and customer success with a level of personalization. . To date, the problem has been those sales reps, marketers, and CSMs (Customer Success Managers) could not decipher the target audience and what they wanted.

Customer Success 10

Customer Success Marketing Stakeholders Sales 10

SmartKarrot

FEBRUARY 10, 2022

Customer Economic Unit Metrics : These metrics prove to be handy in comprehending each customer’s value, behavior, and cost. It is measured in terms of LTV (Lifetime Value) and CAC ( Customer Acquisition Cost ). Customer economic unit metrics are a part of customer metrics. Did you know this?

Software 10

Software Software B2B Customer Success 10

SmartKarrot

JULY 8, 2020

The customer’s gone. It was at a time when SaaS companies were spending considerable time pouring over features and pricing of Customer Success tools that Aptrinsic, a product-led growth solution with analytics prowess and in-product engagements hit the market. Amplitude Analytics.

Onboarding 10

Onboarding Customer Success Customer Experience Decision-making 10

SBI

NOVEMBER 7, 2019

Seismic Acquires Percolate to Create Exceptional Content Experiences at Every Point in the Customer Journey. Seismic , the market leader for sales enablement platforms, today announced the acquisition of Percolate, a leading marketing campaign orchestration and content management platform. About Seismic. Prospect Intelligence.

Acquisition 20

Acquisition Account Planning B2B Onboarding 20

Hubspot Sales

JULY 1, 2019

A successful account-based approach requires cross-department coordination. Every team -- Sales, Sales Development, Marketing, Customer Success, Finance, Product, Engineering, and the C-suite -- must be aligned. Albro proposes we use “Account-Based Everything,” or ABE.

Stakeholders 85

Stakeholders Finance Sales Decision-making 85