Category: Onboarding
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Your Customer Success Manager is not an Account Manager
In this post, I want to discuss the Account Manager and the Customer Success Manager. Who are they, and why do you need both? We have seen an acceleration in Companies transitioning to SaaS, aka Cloud. As stated by Laurie Wurster, Gartner Research Director, “Customers have moved from buying or leasing technology to buying IT…
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The Revenue Operations Roadmap
In my previous post on “Agents of Change,” we discussed using the W5 & H of change. Now we are going to review how we would use this methodology to build the Revenue Operations roadmap. I want to begin this post with a quote by Antoine de Saint-Exupéry “A goal without a plan is just…
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Customer Success & Revenue Operations
In this post, I want to talk about the emergence of Customer Success. The Customer Success Association has defined this as “a long-term, scientifically engineered and professionally directed business strategy for maximizing customer and company sustainable proven profitability.” They further define this as integrating the functions of Marketing, Sales, Professional Services, Training, and Support into…
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Revenue Operations Scorecard
In this post, I want to take a deep dive into the key metric that Revenue Operations should report on for a SaaS company. One of your fundamental roles is to keep the score, and this is accomplished by creating, updating, and understanding what the key metric is to track. In this ever-evolving world, we…
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Revenue Operations – The gears to make revenue flow. Part III (Customer Success Operations)
Customer Success (onboarding/expansion/retention) Customer Services operations involve working with professional service teams, customer success teams, customer support teams, and customer experience teams to make it as efficient as possible for those teams to create an outstanding customer experience. To do so, service operations specialists will support and amplify team capacity, set up and maintain infrastructure…