Optimizing Cross-Functional Customer Success Processes

CSM Practice - The Customer Success Podcast

Beth Fulton shows us how to optimize CS processes through cross-functional collaboration LIKE A BOSS! Learn the insider tips and tricks that can transform your team's efficiency and drive unprecedented growth in your customer success strategy.
Click here to watch on YouTube!
𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒
- Discover how shifting focus from technical implementations to business value can drive success.
- Learn the importance of data-driven decision-making for reducing churn and increasing retention.
- Get insights on improving cross-functional team collaboration to achieve better outcomes.
𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓
Beth has been in software implementation and success for over 20 years with the last 13 at startups. She established her first CS team in 2013 at Clarabridge and has experience building CS teams, implementing processes and CS software for multiple organizations. Her experience spans sub $1M to $150M ARR organizations.
🔗 You may connect with Beth via LinkedIn.
𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒
📑 Read: The Magic of Cross-Functional Communication in Customer Success
🎥 Watch: Maximizing Customer Success Through Strong Sales Collaboration
⏬ Download: New Handoff Template
#CustomerSuccess #CrossFunctionalTeams #CSOptimization #RevenueGrowth

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Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:
1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here
2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here
3. Build Your CS Strategy — If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here
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📌 Visit our Website - CSM Practice
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Chương

1. Info (00:00:00)

2. Challenges Before Transformation (00:02:15)

3. Post-Implementation Impact (00:05:17)

4. Improving the Sales-Handoff Process (00:08:48)

5. Scoring the Deal (00:12:51)

6. Business Value Office (00:14:09)

7. Roles and Responsibility Changes (00:15:42)

8. RACI Chart (00:18:44)

9. Tips for Optimizing Processes (00:20:12)

10. Recommended Resources (00:22:41)