2. • Have sold, implemented & serviced SaaS customers: 15 years
• Enjoy writing about Customer Success & Professional Services
Helping build out the entire post-sales experience for a life
science analytics startup. Responsible for Customer Success,
Implementation, Training & Support.
Founding member of Professional Services team. Ran PS &
Customer Success for team serving 250+ SMB & Enterprise
accounts.
About Me: Arjun Devgan
Early sales employee at SaaS financials provider Intacct.
Also, implemented Salesforce for a year.
4. The Prioritization Problem
• Sort by Annual Contract Value (ACV)
• Segment by Annual Revenue or Company Size
• Align with Sales Org (Example: Enterprise Accounts)
• Create Lighthouse Programs for Strategic Accounts
• Or…merely by biggest fire
ALL THESE EXERCISES FORCE A CUSTOMER SUCCESS MANAGER TO START AT
THE TOP OF THE LIST AND SERVICE THEIR WAY DOWN FROM THERE.
5. 3 Reasons To Stop Ignoring
Your Little Customers
RAINDROPS MAKE
AN OCEAN
EVANGELIST CUSTOMERS =
WORLD-CLASS MARKETERS
SUCCESSFUL CUSTOMERS
BUY MORE SOFTWARE
6. Define Customer Success for SMB
USE THIS SMB CUSTOMER CHECKLIST
Develop a SMB-specific CS Strategy
Always Assign a CSM
Require Formal Touch-points
Micro-manage Renewal Ranking
Track Industry Influence
Understand Growth Potential