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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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Toc

Table of Contents (16) Chapters Close

Preface 1. Part 1: Foundational Concepts for Business Success
2. Chapter 1: Optimizing Your Key Metrics for Growth FREE CHAPTER 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

Proactive versus reactive

My first role in CS had me managing a book of 150 clients. The enterprise SaaS product was the leading platform for employees to submit expense reports for travel and other business-related expenses. Like many platforms, this was a mission-critical tool for employees to often retrieve their money back for expenses incurred. As you can imagine, if there were questions or issues with the software, they were always urgent due to the nature of wanting to be reimbursed. With 150 clients, this led to 30–40 reactive emails daily from clients.

In the beginning, I wanted to show internally that I could do the job and impress my clients with my responsiveness, but over time, I realized that my days got stuck on replay and my interactions were not making me a strategic partner. I felt like support, and even worse, my customers treated me like support. Also, I was not earning any awards for the fastest email response time or the highest monthly support tickets...

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