PHASE 15: CUSTOMER SUCCESS TECH STACK

Define process for selecting solution(s) that improve effectiveness and efficiency.

 

The right technology can support your Customer Success team’s initiatives, but it is not a magic wand. There is important infrastructure that must be in place to ensure the technology solutions will be effective. The technology landscape is crowded and finding the right solution for your team is vital.

Rapid Diagnostic

1. You can access important customer data across different systems.

2. Your customer data is routinely maintained, cleansed, and de-duplicated.

3. You have an aggregate view of customer data in a single place.

4. You have a way for other teams to see aggregated customer data.

5. You have automated notifications for key customer milestones.

6. You have a dynamic customer risk score based on customer behavior.

7. You receive automated notifications when a customer displays risk signals.

8. You send appropriate outreach when a customer displays risk signals.

9. There is a clear best fit technology application for your company.

10. You have clear prioritization of your technology roadmap.

Deliverables

• Technology Readiness Assessment

• Technology Decision Criteria

• Vendor Identification

• Vendor Evaluation

• Implementation Guidance

Sales Strategy
How a Sales Leader Manages a Remote Workforce
Sales leaders around the world have been adjusting to working from home while attempting to maintain a team-oriented environment. However, leading a virtual workforce eliminates the face-to-face interactions that so many businesses have relied on. How do you sustain personal...
Read More
Sales Strategy
Adapting Your Go-To-Market During a Crisis: 7 Steps to Mitigate Revenue Impact
Over the last week, we have seen the effects of the COVID-19 pandemic on the market, businesses, and communities. During these unpredictable times, one thing is certain; we cannot control these events, but we can control how we react.   In today’s...
Read More
Customer Success Strategy
How Market-Leading Customer Success Teams Are Responding to CoVid-19
CoVid-19 is creating an unprecedented situation.   In the short history of Customer Success, we have not seen a crisis of this magnitude.   Even those of us that are tenured, and have the gray hair to prove it, don’t have another...
Read More
Sales Strategy
Lean on Your Community in Times of Uncertainty
We are facing unprecedented challenges with the COVID-19 outbreak, but we are all in this together. SBI is committed to helping you:   Connect with your community – Whether you’re a CEO or leader in sales, marketing, or customer success, you have...
Read More