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Mastering Customer Success

You're reading from   Mastering Customer Success Discover tactics to decrease churn and expand revenue

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Product type Paperback
Published in May 2024
Publisher Packt
ISBN-13 9781835469033
Length 170 pages
Edition 1st Edition
Tools
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Authors (2):
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Jeff Mar Jeff Mar
Author Profile Icon Jeff Mar
Jeff Mar
Peter Armaly Peter Armaly
Author Profile Icon Peter Armaly
Peter Armaly
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Table of Contents (16) Chapters Close

Preface 1. Part 1: Foundational Concepts for Business Success FREE CHAPTER
2. Chapter 1: Optimizing Your Key Metrics for Growth 3. Chapter 2: Building a Strong Foundation – Key Knowledge for Success 4. Chapter 3: Strategies for Effective Book of Business Management 5. Part 2: Optimizing Customer-Centric Strategies
6. Chapter 4: Streamlining Onboarding and Boosting Engagement 7. Chapter 5: Building Referenceable Customers 8. Chapter 6: Leveraging Data for Customer Success 9. Chapter 7: Building Your Customer Success Inner Circle 10. Part 3: Navigating the Customer Success Landscape
11. Chapter 8: Strategies for Retention and Expansion in Your Business 12. Chapter 9: Mastering Crisis Management for Business Resilience 13. Chapter 10: The Exciting Future of Customer Success 14. Index 15. Other Books You May Enjoy

Scaling for success

We have all forgotten where we saved that link, stored that template, or bookmarked that resource. Achieving scale and efficiency with all the demands of CS is one of the key practices that allow us to get to the strategic and proactive activities of our role.

As CS professionals, we are inundated with an array of internal and external tools, resources, presentations, data sets, case studies, playbooks, toolkits, methodologies, cross-functional teams, and other elements designed to aid in supporting customers and achieving internal goals. This abundance of resources, while beneficial, can also pose a challenge in managing and effectively utilizing them, especially when it comes to scaling tasks to accommodate diverse books of business.

Whether dealing with numerous smaller customers or a handful of large ones, the key challenge lies in scaling these resources and tasks efficiently. To address this, it’s imperative to develop streamlined processes and...

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