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Customer Success Best Practices Fireside Q&A with Intacct

Date post: 14-Apr-2017
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2016 Waypoint Research Group, LLC Active Listening + Customer Success = Customers for Life Speakers: Q&A with
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Page 1: Customer Success Best Practices Fireside Q&A with Intacct

© 2016 Waypoint Research Group, LLC

Active Listening + Customer Success = Customers for Life

Speakers:

Q&A with

Page 2: Customer Success Best Practices Fireside Q&A with Intacct

© 2016 Waypoint Research Group, LLC

Best practices from practitioners

Page 3: Customer Success Best Practices Fireside Q&A with Intacct

© 2016 Waypoint Research Group, LLC

What benefits have you seen from this program?

Page 4: Customer Success Best Practices Fireside Q&A with Intacct

A Simple Process for Customer Engagement

Gather CustomerFeedback

Address Urgent Issues

• Identify & Recruit the RIGHT Contacts • Develop Non-Responders

Breadth and Depth Discussions

Feedback to Customer, Broader Learnings &Solutions

Page 5: Customer Success Best Practices Fireside Q&A with Intacct

© 2016 Waypoint Research Group, LLC

Best practices in program design

Page 6: Customer Success Best Practices Fireside Q&A with Intacct

A Simple Process for Customer Engagement

Gather CustomerFeedback

Address Urgent Issues

• Follow-up on Responses: - Convert detractors- Move passives- Activate Promoters

• Interpret the results

• Identify & Recruit the RIGHT Contacts • Develop Non-Responders

Breadth and Depth Discussions

Feedback to Customer, Broader Learnings &Solutions

Page 7: Customer Success Best Practices Fireside Q&A with Intacct

© 2016 Waypoint Research Group, LLC

Closing the Loop & Analytics

Page 8: Customer Success Best Practices Fireside Q&A with Intacct

A Simple Process for Customer Engagement

Gather CustomerFeedback

Address Urgent Issues

• Follow-up on Responses: - Convert detractors- Move passives- Activate Promoters

• Interpret the results

• Identify & Recruit the RIGHT Contacts • Develop Non-Responders

• Diagnose & Document Experiences

• QBRs (Joint Account Reviews)

Breadth and Depth Discussions

Feedback to Customer, Broader Learnings &Solutions

Page 9: Customer Success Best Practices Fireside Q&A with Intacct

© 2016 Waypoint Research Group, LLC

Sharing the insights

Page 10: Customer Success Best Practices Fireside Q&A with Intacct

A Simple Process for Customer Engagement

Gather CustomerFeedback

Address Urgent Issues

• Follow-up on Responses: - Convert detractors- Move passives- Activate Promoters

• Interpret the results

• Identify & Recruit the RIGHT Contacts • Develop Non-Responders

• Diagnose & Document Experiences

• QBRs (Joint Account Reviews)

Breadth and Depth Discussions

Feedback to Customer, Broader Learnings &Solutions

• Root-Cause Plans & Solutions

• Demonstrate listening

Page 11: Customer Success Best Practices Fireside Q&A with Intacct

© 2016 Waypoint Research Group, LLC

Root Cause & Communications

Page 12: Customer Success Best Practices Fireside Q&A with Intacct

Gather CustomerFeedback

Address Urgent Issues

• Follow-up on Responses: - Convert detractors- Move passives- Activate Promoters

• Interpret the results

• Identify & Recruit the RIGHT Contacts • Develop Non-Responders

• Diagnose & Document Experiences

• QBRs (Joint Account Reviews)

Breadth and Depth Discussions

Feedback to Customer, Broader Learnings &Solutions

• Root-Cause Plans & Solutions

• Demonstrate listening

Establish Governance with KPIs that Drive Organizational Change (Improvement!)

Page 13: Customer Success Best Practices Fireside Q&A with Intacct

© 2016 Waypoint Research Group, LLC

Advice for fellow practitioners…

Page 14: Customer Success Best Practices Fireside Q&A with Intacct

© 2016 Waypoint Research Group, LLC

Download the eBook:

“Essential Questions to Get More ROI from a

B2B Feedback Program”

Want More Insights?

Visit: http://bit.ly/MoreROIebook

Page 15: Customer Success Best Practices Fireside Q&A with Intacct

© 2016 Waypoint Research Group, LLC


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