Valuize Consulting

DECEMBER 17, 2024

Defining the right Customer Success Manager (CSM)-to-account ratio is a nuanced challenge. This applies to any customer success focused role assigned a portfolio of accounts. Getting it wrong impacts your Net Revenue Retention (NRR) performance, customer experience, and operational efficiency.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

Payrix

APRIL 2, 2024

A comprehensive Embedded Payments strategy isn’t complete without value added services. In our continued conversation with Andy Meadows, the Head of Partner Success Managment at Payrix, about how to build an Embedded Payments strategy, we explore the significance of value added services. Did you miss Part 1 and Part 2?

Payments 124

Payments Embedded Payments Merchant Services Payment Services 124

Intercom, Inc.

SEPTEMBER 8, 2021

For so many years, customer support was seen as a cost center – the first port of call for customer complaints. Customers’ expectations of support are also changing dramatically as the support landscape continues to evolve. We attribute a large part of that to being able to be proactive with customers”.

Scale 237

Scale Headcount Mobile Communication 237

ChurnZero

OCTOBER 1, 2024

From creating instant emails to summarizing customer accounts in seconds, AI is a dream tool for CSMs. Are you strategically segmenting your customers, and, if so, is your segmentation strategy working? Are you strategically segmenting your customers, and, if so, is your segmentation strategy working?

AI Search 52

AI Search AI Customer Success Strategy 52

Blulogix

MARCH 25, 2024

As businesses strive to adapt to the evolving landscape of subscription services, the intricacy of financial operations increases. This post covers the challenges of financial process complexity and outlines strategies for streamlining these critical operations, ensuring accuracy, compliance, and customer satisfaction.

Payment Services 94

Payment Services Payment Features Subscription Payments 94

ChurnZero

DECEMBER 1, 2023

The essential handbook for building the modern customer success program Are you ready to elevate your SaaS business with a robust customer success program? Dive into “the ultimate guide to customer success in SaaS” and gain the insights and strategies you need to create a high-performing customer success team.

Customer Success 52

Customer Success SaaS Compensation Operational efficiency. 52

ChurnZero

MARCH 22, 2023

They need to make sure they are operating as efficiently as possible to be ready for any kind of financial hit that the business might take. Lately, many customer success (CS) teams have been downsized or eliminated because of global economic uncertainty. You might have customers who are more tech-savvy than others.

Customer Success 59

Customer Success Headcount Finance Leadership 59

Valuize Consulting

JUNE 9, 2022

Are You Missing The Mark On CS Operations? If you’re a CCO or CRO at a B2B technology company, ask yourself these 3 critical questions: Is your existing Customer Success management team struggling to keep up with your customer’s needs and your business goals? They Optimize The Customer Lifecycle.

Sales Hiring 52

Sales Hiring Customer Success Scale Leadership 52

SaaStr

AUGUST 7, 2020

From strategies in recruitment and team building to sales tactics, these leaders from Salesforce, nCino, and Vlocity, will discuss the top tips for moving beyond horizontal SaaS and building a billion-dollar SaaS company. Matt Garratt: Fantastic. Trisha Price: Yes. Trisha Price: That’s right.

Payment Solutions 213

Payment Solutions Pricing Payments Payment Services 213

Blulogix

MARCH 22, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Strategizing Customer Penetration for Enhanced Growth For B2B subscriptions, customer retention is a pivotal factor underpinning the long-term success and sustainability of businesses. Pathways to Maximize Service Penetration: 1.

Subscription 96

Subscription Payment Features B2B Consulting 96

ChurnZero

DECEMBER 2, 2022

Does your Customer Success team have the right structure, workload, and engagement model to hit its goals? If (nearly) missed targets are becoming the norm, it might be time for you to dust off and revamp your customer segmentation strategy.

Headcount 98

Headcount Underperforming Technical Team Scale Outsourced Development 98

Valuize Consulting

JULY 13, 2022

The Science & Art Of Customer Success Operations. Continuous changes in technology stacks, market dynamics, pricing models, and economics are constantly threatening your ability to deliver consistent and optimal customer value. The answer: Customer Success (CS) Operations.

Interviewing 52

Interviewing Engineering Scale Revenue 52

User Pilot

MAY 8, 2024

You will learn about different types of customer needs and how to identify them. We also share 13 strategies to help you cater to various needs. TL;DR Customer needs are customer desires, expectations, preferences , and problems to solve. Satisfying customer needs is essential for retention and loyalty.

SaaS Payments 105

SaaS Payments Payment Solutions Payment Services Payments 105

Valuize Consulting

OCTOBER 18, 2024

We’ll examine how these teams can align their efforts with customer success, ultimately driving meaningful outcomes for B2B customers. Defining Customer Value in B2B In the context of B2B relationships, customer value should be understood as more than just the exchange of goods or services for payment.

Customer Lifetime Value 52

Customer Lifetime Value Payment Services Technical Advisors Payment Solutions 52

User Pilot

JUNE 22, 2023

Reduce customer service costs : Reducing the support team load means fewer support resources are needed. Improve operational efficiency : By reducing the load, you can streamline business processes to help the support team complete their tasks faster. Faster response times create loyal customers.

Customer Support 96

Customer Support Underperforming Technical Team Social Media AI Search 96

Valuize Consulting

OCTOBER 23, 2024

While acquisition remains important, customer retention and expansion have proven equally vital to sustainable growth and competitive advantage. Having mentored leaders in customer success (CS) and customer experience (CX) for over a decade, Ive seen some of these professionals move into C-level roles.

Underperforming Technical Team 52

Underperforming Technical Team Scale Technical Review Customer Lifetime Value 52

Kellblog

MARCH 11, 2020

A $25K StartFast offering that walks through a standard checklist is everything a customer needs for a successful implementation. If the StartFast doesn’t work, it’s not a big deal because the Customer Success team’s mission is to offer free clean-up after failed implementations.

Underperforming Technical Team 100

Underperforming Technical Team Sales Hiring Consulting Forecasting 100

Sales Hacker

JANUARY 29, 2018

CSM: Customer Success Manager – Achieves recurring use of the service. Once a POD operates efficiently, do not add AEs to it. Randomly responding to inbound does not allow you to address your sales strategy – @IndoJacco Click To Tweet. The Sales POD. This messes up the balance.

Sales Recruiting 92

Sales Recruiting Scale Sales Hiring Sales 92

Valuize Consulting

OCTOBER 3, 2024

Today’s market leaders recognize that true sustainable growth demands more than just customer-centric values and a customer success branded organization. This is where “The B2B Customer Lifecycle Maturity Model,” developed by Valuize, becomes an invaluable tool.

Scale 52

Scale B2B AI Retention 52

Valuize Consulting

OCTOBER 3, 2024

Today’s market leaders recognize that true sustainable growth demands more than just customer-centric values and a ‘customer success’ branded organization. This is where “The B2B Customer Lifecycle Maturity Model,” developed by Valuize, becomes an invaluable tool.

Scale 52

Scale B2B AI Retention 52

Valuize Consulting

OCTOBER 3, 2024

Today’s market leaders recognize that true sustainable growth demands more than just customer-centric values and a ‘customer success’ branded organization. This is where “The B2B Customer Lifecycle Maturity Model,” developed by Valuize, becomes an invaluable tool.

B2B 52

B2B Revenue Scale AI 52

Sales Hacker

APRIL 6, 2022

The three roles or departments typically responsible for deciding to buy a CPQ include: Revenue operations : With CPQ applications, revenue operations leaders can unify sales-related processes across the company – from Sales to Account Management to Customer Success. Old CPQ vs. New CPQ.

Scale 109

Scale Software Review Marketplace as a Service Outsourced Development 109

Valuize Consulting

SEPTEMBER 23, 2024

Now, buyers are looking for pricing models that closely tie vendor success to customer success. Outcome-based pricing flips the script on traditional subscription models by aligning costs with the tangible value customers receive. When customers achieve measurable outcomes, it’s a win-win.

Payments 52

Payments SaaS Payments B2B Pricing 52

Valuize Consulting

SEPTEMBER 23, 2024

Now, buyers are looking for pricing models that closely tie vendor success to customer success. Outcome-based pricing flips the script on traditional subscription models by aligning costs with the tangible value customers receive. When customers achieve measurable outcomes, it’s a win-win.

Payments 52

Payments SaaS Payments B2B Pricing 52

User Pilot

JUNE 24, 2024

Effective customer communication management creates the foundations for building successful customer relationships. But how can you ensure your communication strategies lead to product engagement ? Increased customer retention : Satisfied customers are more likely to remain loyal.

Communication 59

Communication Management Technical Review Software Review 59

Valuize Consulting

NOVEMBER 5, 2024

Introduction In the fast-paced world of enterprise SaaS, understanding and optimizing the customer journey is pivotal for Customer Success (CS) teams aiming to enhance net dollar retention. Siloed departments often have fragmented views of the customer journey.

Scale 52

Scale Systems Review Social Media Retention 52

User Pilot

JANUARY 26, 2021

Customer Journey Analytics fixes this by weaving together every touchpoint that a customer interacts with, across multiple channels and over time. Companies apply the analytics when they need insight into the inner workings of their customers’ journeys. Let’s take a look at the other benefits of customer journey analytics.

Artificial Intelligence 98

Artificial Intelligence Data Machine Learning Underperforming Technical Team 98

User Pilot

AUGUST 19, 2024

Instead, it argues that reducing customer effort is the most effective way to WOW customers. “Crucial Conversations: Tools for Talking When Stakes Are High” by Kerry Patterson, Joseph Grenny, Ron McMillan, and Al Switzler : Effective communication is essential in customer advocacy.

Customer Support 52

Customer Support Onboarding Trends User Experience 52

CustomerSuccessBox

MAY 17, 2021

So what are the proven hacks to driving customer retention ? Top 6 strategies/hacks to retain customers. Segmenting Customers. So you’re growing and now want to scale up your customer retention and you’re contemplating automation. What is the right channel to communicate with customers?

Retention 52

Retention Payment Features Scale SaaS 52

Blulogix

MARCH 19, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Managing Digital Inventory Complexity As the digital economy continues to expand, B2B companies are increasingly offering a variety of digital products and services, necessitating sophisticated strategies for managing digital inventory.

Subscription 52

Subscription Payment Features B2B Management 52

Valuize Consulting

OCTOBER 28, 2021

While this approach is suitable for Marketing, Customer Success (CS) should not emulate and rely solely on Marketing content. Instead, your CS team should use the Marketing content calendar as a means to amplify, scale and personalize these engagement opportunities with customers.

Scale 52

Scale Engagement Scaling Technical Advisors 52

SmartKarrot

APRIL 19, 2023

In order to reduce negative effects on customer happiness, operational efficiency, and scale, assist in identifying, prioritising, communicating, and driving resolution of essential issues and hazards. Supplying comments on the design of new system requirements, operational procedures, and financial investments.

Customer Success 19

Customer Success Scale Forecasting Operational efficiency. 19

SmartKarrot

FEBRUARY 21, 2023

To provide high levels of customer satisfaction, recruit and train the best customer success managers. When required, set an example for your direct reports by working directly with clients and showing them what best-in-class looks like in terms of operational efficiency and client communication.

Customer Success 19

Customer Success Merchant Services Sales Recruiting Sales Hiring 19

SmartKarrot

JANUARY 19, 2022

Role: Director of Customer Success Location: Nashville Metropolitan Area, US (Hybrid) Organization: LNCsearch As a Director of Customer Success, you will manage the workflow of the call center and ensure compliance with established benchmarks and standards. Function as the voice of the customer. Apply here: [link].

Merchant Services 3

Merchant Services Customer Success Scale Outsourced Development 3

SmartKarrot

OCTOBER 17, 2022

Role: Customer Success Director Location: Remote, United States Organization: Vonage As a Customer Success Director, you will maintain a portfolio of accounts with low churn, high adoption, and high health scores. Collaborate cross-functionally to extend the reach and capability of the Customer Success team.

Customer Success 19

Customer Success Scale AWS Cloud 19

SmartKarrot

DECEMBER 16, 2022

Role: Customer Success Manager Location: Birkenhead, England, United Kingdom (Hybrid) Organization: The Access Group As a Customer Success Manager, you will provide both reactive and proactive services to the customer base. Own the resolution process ensuring you exceed customer expectations.

Customer Success 19

Customer Success Scale Technical Review Operational efficiency. 19

SmartKarrot

FEBRUARY 9, 2023

Role: Head of Customer Success Location: San Francisco, CA, United States Organization: Ikigai As the Head of Customer Success, you’ll manage the onboarding of new clients and ensure a smooth transition from sales. Ensure that our communications and updates are received by all users at each customer.

Customer Success 19

Customer Success Sales Recruiting Technical Review Outsourced Development 19