Back To Schedule
Monday, April 23 • 1:00pm - 1:45pm
The Customer Success Blueprint: Strategy & Process

Sign up or log in to save this to your schedule, view media, leave feedback and see who's attending!

Feedback form is now closed.
Customer Success groups are proliferating across the business landscape faster than can be imagined.  The named, designated role of Customer Success Management that began with a software company in 1997 has grown far beyond the software industry.  The numbers of open Customer Success executive positions worldwide continue to skyrocket.  But in all the increase and expansion, key questions remain to be answered.  Is Customer Success a distinct profession?

Strategy: What is the stated definition/mission of your company’s Customer Success team?  What results are you chartered to produce and why?  From that foundation, how is the group’s performance to be measured?   In many companies, neither the mission nor the metrics are clear or aligned, and this unfortunate scenario can have long term effects on the development of the team’s full capabilities.  

The Mission of Customer Success is to increase sustainable proven value for both the customers and the company.  If your mission isn’t what you want it to be, what can/should you do about it?

Process:  What does the operational workflow of the group look like?  Where is the external Point of Engagement with the customers?  Within the overall corporate organizational chart. where are the internal Points of Engagement?  What are the relationships between CS and Sales?  CS and Marketing? Product/Dev?  What authorities and influences should the Customer Success Executive have?  What data should the group be reporting and where?

The Customer Success Blueprint is the result of over 8 years of research conducted by The Customer Success Association.  Senior members of the worldwide Customer Success Community will be present to share their direct personal experiences in the Q&A period and afterward.

avatar for Mikael Blaisdell

Mikael Blaisdell

Executive Director, The Customer Success Association
Mikael Blaisdell is a recognized leading voice on the strategy, process, people and technology of customer retention and increased per-customer profitability.  His ongoing research and leadership of The Customer Success Forum  on LinkedIn provide a unique global view of the development... Read More →
avatar for Chad Horenfeldt

Chad Horenfeldt

VP: Customer Success, Updater
Chad is a Customer Success executive with 15+ years experience building and developing high performing Customer Success teams. Currently, he is the Vice President of Client Success at Updater. Prior to Updater, Chad has held CS leadership positions at Bluecore, Influitive and Oracle... Read More →
avatar for Kia Puhm

Kia Puhm

Founder & CEO, K!A CX Consulting
Kia Puhm is an entrepreneurial business leader with over 21 years of experience building innovative Customer Experience practices that accelerate business growth. Her passion for, and rich experience in this relatively new and evolving field make her a sought after Thought Leader... Read More →

Monday April 23, 2018 1:00pm - 1:45pm EDT
Charles River Ballroom