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Plenary Session [clear filter]
Monday, April 23
 

1:00pm EDT

The Customer Success Blueprint: Strategy & Process
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.

Speakers
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

3:00pm EDT

The Customer Success Blueprint: People & Technology
People: What are the component functions/parts of an optimized Customer Success group?  On-boarding/ProServe?  Support?  Training?  Sales Engineering? Customer Success Operations?  Customer Intelligence?  Advocacy management?  Why should these and others be included in the Customer Success organization?  


What are the key skills and knowledge required for an effective Customer Success group?  What is the case for justifying your staffing requests?


Customer Success Technology:  Currently, only about 25% of all Customer Success groups have a dedicated CSTech application installed.  What are the rest of them doing about systems and technology to support their work?


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.

Speakers
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 Michael Harnum

Michael Harnum

CEO, ESG
Michael Harnum is Chief Executive Officer of ESG. With more than 27 years of experience in the Technology and Services industry, Michael has proven to be an influential leader maximizing employee productivity, improving customer satisfaction and helping businesses grow. He is passionate... Read More →
avatar for Jason Whitehead

Jason Whitehead

President, Tri Tuns LLC.
Jason Whitehead is founder and CEO of Tri Tuns, a customer success and software adoption consulting and training firm. Jason is a passionate thought leader in the field of customer success and accelerated software adoption with over 20 years' experience leading technology implementation... Read More →


Monday April 23, 2018 3:00pm - 3:45pm EDT
Charles River Ballroom

5:00pm EDT

Reception
After the day's intensive knowledge-sharing and learning, it's time to relax and talk of many things.  The first two drinks are on us, the canapes will be excellent and the company incomparable.

Remember that the conversation doesn't stop when the day itself is done.  Join us anytime in The Customer Success Forum on LinkedIn.

Monday April 23, 2018 5:00pm - 7:00pm EDT
Foyer
 
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