Defining and Managing the Entire Customer Lifecycle using Amity Webinar Slides

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Defining and Managing the Entire Customer Lifecycle using Amity #CSBestPractices Sam Brennand Director of Customer Success

Transcript of Defining and Managing the Entire Customer Lifecycle using Amity Webinar Slides

Page 1: Defining and Managing the Entire Customer Lifecycle using Amity Webinar Slides

Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Defining and Managing the EntireCustomer Lifecycle using Amity

#CSBestPractices

Sam BrennandDirector of Customer Success

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

HOUSEKEEPING!Get your tweet on and join the conversation

#CSBestPractices@GetAmity @Uberflip

We’ll send slides and the recording

Q&A at the end - ask them in the questions box!

(If we run out of time, tweet or email us!)

Page 3: Defining and Managing the Entire Customer Lifecycle using Amity Webinar Slides

Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Defining and Managing the EntireCustomer Lifecycle using Amity

#CSBestPractices

Sam BrennandDirector of Customer Success

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Meet Our Host

Paul PhilpFounder & CEO

@PPhilp@GetAmity

GetAmity.com

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Preview:The Amity Customer

Lifecycle Manager

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

The Customer SuccessRevolution

Relationships are the New Business Model

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

The World has Moved to a Subscription

Economy.

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Subscriptions are aRelationship Business

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Customer Success to the Rescue

Actively manage customer

relationships to reduce churn,

grow existing revenue, and

influence new sales.

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

The Customer SuccessRevolution

Relationships are the New Business Model

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Outside-In

Inside-Out

LandOnboard

Adopt

DecideLearn

Transform

QBR

Measure

This is the Customer LifecycleInside-Out View and Outside-In View

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Managing the Customer LifecycleThe DNA of a SaaS Business

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Outside-In

Inside-Out

LandOnboard

Adopt

DecideLearn

Transform

QBR

Measure

This is the Customer LifecycleInside-Out View and Outside-In View

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Outcom

es

Time

Customer Experience CurveThe Vendor Owns the Customer’s ‘Experience Curve’

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Outcom

es

Time

Customer Experience CurveThe Vendor Owns the Customer’s ‘Experience Curve’

This is the HARD work of customer success.

ProcessesTechnology

SkillsPractices

Capabilities

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Customer LifecycleOutcom

es

TimeOnboarding

Adoption

SuccessReview

Renewal

Expansion

Customer LifecycleMap your Customer Lifecycle to the Customer Experience Curve

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Time

Time

Time

Time

Time

Time

Journey Playbook

Workflow Playbook

Mapping the Customer LifecycleInternal View and External View of Each Stage

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Initial Key Features

10% Adoption

Team Training

Product Training

New Capabilities

Training

Initial Launch

Success Plan Signoff

Launch

Advanced Key Features.25% Outcome Goal

25% Adoption

Advanced Key Features.50% Outcome Goal

50% Adoption

Product Advice

Capability Coaching

Coaching

Day 1

Day 7

Day 14

Day 30

Day 45

Day 60

Mapping the Customer LifecycleAdoption Stage

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Preview:The Amity Customer

Lifecycle Manager

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Introduction to AmityPowerful Customer Success Software

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennandConfidential © 2014 Amity

Renewals

Uplift

Retention

Referrals

Advocacy

Efficiency

Productivity

Scalability

Visibility

From Chaos to Customer SuccessAmity automation eliminates manual work.

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Customer Success AutomationMission Control for Customer Success

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

DataIntegration

CRMEmail

SupportBilling

MarketingActivity

Outcomes

CustomerInsight

Health ScoreTrendsAlerts

EngagementKPIs

Outcomes

WorkflowAutomation

RulesPlaybooks

NotificationsCustomer

EmailTasks

Real-time

LifecycleManagement

VisualGoals

Drill DownHistorical

Performance

Reporting

DashboardsTeam

PerformanceAccount

PerformancePortfolio

Performance

Amity Key FeaturesComplete Customer Success Suite

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Q&A

#CSBestPractices

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Many Thanks To Our Presenter

@sambrennand@uberflip

[email protected]

Sam BrennandDirector of Customer Success

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Join Kia Puhm on March 29 for our next webinarImproving Customer Retention byManaging the Customer Journey

Visit getamity.com/resources to register!

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Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand

Let’s continue the conversation

Thank you for being here!

@GetAmity GetAmity.com