Stephanie Birnstiel discusses the importance of customer success. She outlines 5 key points of customer success: being proactive, customer-centric, specialized, maximizing value, and responsible for stability. Customer success matters by proactively ensuring customers get the most value from solutions through a dedicated, specialized team focused on customer needs and responsible for the customer's ongoing success and stability with the solution.
new initiative, new approach, new department
launched in April, first few introductions done
questions that came up so far were:
Customer excellence = customer service; customer satisfaction = HOW we deliver
Customer success = WHAT we deliver *leading to* customer success
AND: “providing you with what you want”, vs. “what you need”
Why have we launched it and why does it matter?
Before explaining 5 cornerstones of our approach => interactive audience bit
Proactive
dedicated to nurture our customers, work closely with them, with a proactive approach
engagement so far with Consultants/Project Managers and the Technical Support Team = reactive
nature of our work not in the reactive spectrum – stays entirely with those teams
What does that mean for you?
more contact from us, more regular contact, more dedicated time for each of the involved tasks
we proactively build relationships, work with your requirements, consider the current situation in your organisation
we check in with you so you know we are there for you, paying attention to what you do
Customer-centric
two-pronged approach
we are entirely focused on the customer – voice of the customer, ‘customer on-site’ within Transversal, advocate for our customers’ requirements
we are also the internal hub for Customer Success related initiatives, touch points into all Transversal departments
What does that mean for you?
we listen and advise – to you and internal teams
we make sure your voice gets heard even if you’re not around
we are working with all internal teams in order to help you to get the best out of your solution; e.g. UX sessions, influence on product development priorities, involvement in Research
Specialization
everyone knows the issue associated with having too many hats on
CS is a wider initiative and programme, PS hats one of the catalysts (explain PS setup)
new approach = facilitate the best service across our business, to deliver the best value to you
approach facilitates that our Consultants have more time to specialize in their field
CS team = your trusted advisor, not part of Sales team, not part of project team
Specialization
PS: Project delivery / Account management / Technical consultancy
CS: Regular extended customer engagement / Various engagement models / Trusted advisor
Your dedicated Consultant contact is focused on project delivery, account management and consultancy, whilst the Customer Success contact looks after the regular extended customer engagement (e.g. Account Reviews).
What does that mean for you?
clarifies one of the most FAQs from first introductions
provides you with dedicated contacts for dedicated remits – and each having more time to work with you
gives you a more direct line into our product, helping to shape it
Maximizing value
all our customers and implementations are diamonds – some rough, some polished – all deserving attention to make them shine as much as we can
CS aim = work closely with our customers to make sure a truly relevant solution is in place at all times
how – by asking questions! (business drivers, utilisation, successful, measurement, legacy, value, get most out of it)
What does that mean for you?
better understanding of your business = better understanding for a relevant solution
not only maximise value, but also make sure you can measure that value – ongoing work (feeds into building the department)
Research team, completely new ways of providing data to you showing value
expanding our service offering
Responsible for stability
brings us back to the first image – nurturing & complete focus on you
involved from point-of-sale to implementation deployment, covering the entire lifecycle and (especially) beyond
What does that mean for you?
dedicated to facilitating the highest possible level of truly happy customers (call us > happy, looked after)
want to make you successful in working with your own customers and users (goal: made you successful in connecting people to knowledge
My personal goal for CS department: if you see, year on year, the value in your solution without having to SEARCH for it.