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Using product insight to drive the ROI of Customer Success

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Customer Success Play by Brian Norusis, VP Customer Success at e-Builder, at the 2014 Customer Success Summit.
10
Produced by Customer Success Summit 2014 Customer Success Summit 2014 Using Product Insight to Drive the ROI of Customer Success Brian Norusis e-Builder VP – Customer Success [email protected]
Transcript

Produced by Customer Success Summit 2014

Customer Success Summit 2014

Using Product Insight to Drive the ROI of Customer Success Brian Norusis e-Builder VP – Customer Success [email protected]

Produced by Customer Success Summit 2014

About Me…

Brian Norusis Vice President - Customer Success e-Builder Implementation, Customer Support, Customer Success, and Managed Services

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www.linkedin.com/in/  bnorusis/  

h4p://www.so7ware-­‐adop:on.com/  

 

Produced by Customer Success Summit 2014 3  

Who is e-Builder?

•  Leading  provider  of  CPMS  for  owners  for  19  years  

–  Over  250  owner  clients  and  35,000  +  users  

•  100+  employees  in  Planta<on,  FL  

•  100%  Owner  Focus  –  Government    

–  Educa:on  K-­‐12  

–  Healthcare  

–  Higher  Educa:on  

Produced by Customer Success Summit 2014

The Opportunity

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SaaS CPMS

Produced by Customer Success Summit 2014 6  

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Scheduling"

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Cost Consultant"

Life Safety Consultant"

Hardware Consultant"

Testing & Inspection"

Civil Engineer"

Sanitary "Engineer"

Structural Engineer"

Mechanical Engineer" Graphics &

Signage"

Interiors Architect"

Parking Consultant"

Network Consultant"

Electrical Engineer"

Security Consultant"

Traffic Engineer"

Roofing Consultant"

Acoustical Consultant"

Kitchen Consultant"

Food Service"

Geo Tech Consultant"

Audio Visual "

PermiLng,  regula:on  &  en:tlement  

Owner’s PM"

CM/GC"

Architect"PM"

Soil Treatment"

Millwork"

HVAC"

Fire Stopping"

Clean Up"

Masonry"

Hauling"

Erosion Control"

Fencing"

Sprinklers"Curtainwall"

Flooring"

Demolition"

Formwork"

Clearing & Striping" Reinforcing"

Concrete"Grading & Excavation" Plumbing"

Electrical"

Fire Protection"

Misc. Iron & Steel "

Sheetmetal"

Curtainwall"

Casework"

Ornamental Iron" Vacuum

Systems"

Painting"

Roof Hatches"

Carpeting"

Electrical"

Rough Framing"

Skylights"

Stucco & Plaster"

Casework"

Glass & Glazing"

Drywall"Flagpoles"

Fire Protection"

Finish Carpentry"

Tile"

Insulation"

Curtains & Blinds" Counter

Tops"

Building Specialties"

Paving"Roofing"

Metal Fabrications"

Acoustical Tile"R. O.

Water" Overhead Doors"

Kitchen Equipment"

Wall Coverings"

Flashing & Sealants"

Toilet Accessories "

Ductwork"

Doors & Frames"

Board"

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Director Facilities"

Executives"Executives"

Accounting"Legal"

Standards"Estimating" QC"Program"

Produced by Customer Success Summit 2014

PLAY #1: Results Based Marketing

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Campaign  Begins  

Email Name Sent Delivered % Delivered Opened % Opened Clicked % Clicked 2014 - 2 Chicago - Client Summit.Email 1 - Invitation 1 - Save the Date 175 141 80.6% 51 36.2% 11 7.8% 2014 - 2 Chicago - Client Summit.Email 2 - Invitation 2 167 133 79.6% 24 18.0% 1 0.8% 2014 - 2 Chicago - Client Summit.Email 3 - Invitation 3 166 133 80.1% 33 24.8% 6 4.5% 2014 - 2 Chicago - Client Summit.Email 4 - Invitation 4 164 131 79.9% 26 19.8% 2 1.5% Maintenance Release - February 2014.Maintenance Release - Feb 2014 399 395 99.0% 160 40.5% 71 18.0% Q1 2014 Release.Q1 2014 - Email 1 402 397 98.8% 144 36.3% 47 11.8% Storage Upgrade Announcement.Storage Upgrade Feb 2014 398 394 99.0% 152 38.6% 0 0.0%

Produced by Customer Success Summit 2014

PLAY #2: Driving Development Prioritization Based on Customer Impact

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Produced by Customer Success Summit 2014

PLAY #3: Activity Based Content Delivery

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User  and  Account  Data  Sent  to  Create  Contact  Record  

Contact  ID  and  Account  ID  

User  Ac:vity  w/SF  Acct  &  User  ID  

Totango    Insights  

Campaigns  Executed  based  on  Insights  and  Customer  Data  Segmenta:on  

Campaign  Content  Delivery  

Produced by Customer Success Summit 2014 10  

Winning in 2014!

Think  Big  Start  Small  Move>>Fast!  


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