How to Conduct a Successful Survey Campaign as part of Customer Success

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The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale. In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success. This presentation - How to Conduct a Successful Survey Campaign as part of Customer Success - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Booker, SocialChorus, Satrix Solutions

Transcript of How to Conduct a Successful Survey Campaign as part of Customer Success

  • How to Conduct a Successful Survey Campaign Tracey Kaufman, Booker Evan Klein, Satrix Solutions Nick Einstein, SocialChorus
  • Tracey Kaufman Booker is transforming the way local services are managed by businesses and discovered by consumers. Booker replaces everything from manual methods to disconnected software, and unifies the essential components of running a service business into a single web-based platform, accessible from any device. Booker also enables service businesses to sell their services online, through their website and a network of partner sites and apps, creating a seamless online booking experience for consumers. Booker processes over one million appointments each month across 70 countries. Headquartered in New York City, Bookers customers include Fortune 500 companies as well as thousands of local service businesses. VP, Customer Experience Booker
  • Scenario Im the new Product Manager for Audi chartered with launching a new product line Reviewed available info market research, competitive info, user forums & still have lots of open questions I decided to do a survey to collect more info. Ive never done this before and figured Id ask the experts
  • WHO to survey Need to define your goals & target market prior to defining a survey sample Who should I send the survey to?: Current customers All qualified car buyers Other? Select a survey sample that is representative of the target for the new product line Current customers Previous customers Current demographic New market
  • How to ask the questions Proposed question: Which one of the following items is the most important to you when buying a car? o Price o Gas mileage o Sportiness Useful for prioritizing known alternatives, not for initial discovery Assumes a comprehensive understanding of the key value drivers for the target audience doesnt include other key variables like: technology, safety, cargo space, etc.
  • What rating scale to use Proposed question: Please select the item that best represents your satisfaction with your current car - Sample results: Price: 8 Gas mileage: 7 Sportiness: 6 Conclusion need to focus on improving Sportiness Butadd another question Please select the item that best represents the importance of the following items: Price: 10 (Gap -2) Gas mileage: 7 (Gap 0) Sportiness: 4 (Gap +2) New conclusion: Price needs to be the focus area and Sportiness is an area of over-investment
  • Summing Up... Beware of biases when designing your survey Select a survey sample that reflects your target audience Ensure that the options provided include key value drivers Using a gap rating scale provides context to the response
  • Resources Alford, H. (2011). Designing and conducting survey research. SMC Institutional Research Rea, L.M., & Parker, R.A. (2005). Designing and conducting survey research: A comprehensive guide. San Francisco, CA: Jossey-Bass. Websites:
  • Nicholas Einstein SocialChorus @socialchorus @othereinstein SocialChorus powers tens of thousands of brand advocates employees, consumers and bloggers - to experience, create and share authentic content about brands they love. We call this new marketing category Advocate Marketing. Our award-winning Advocate Experience solution makes Advocate Marketing easy. We combine a comprehensive SaaS platform with a dedicated, expert team and best practices to deliver measurable social engagement with millions of people every month. VP, Customer Success
  • 1. Make it easy to respond and religiously focus on optimizing response rates. 2. Strategically time deployments to deliver key value at proper moments in the customer lifecycle. 3. Ensure results are integrated in CS system of record and made actionable. Three Key Strategies
  • Tactics: How to Conduct a Successful Survey Campaign Clearly articulate goals and next actions; ensure appropriate incentives. Manage communications expectations from moment one in customer lifecycle, and frequently reinforce. Craft emails with precision and routinely test key variables [from, subject, format, pre- header, cadance etc.]. Execute suveys at key points in customer lifecycle [post-launch, usage milestone, etc.] when theyre most likely to respond with quality information, and while you have time to impact account and drive change. Incorporate results in customer dashboard/reporting, ID variances and dig deeper into root causes. Make segmentation as simple as possible, but not simpler.
  • Founder & President Evan Klein Satrix Solutions Gather Candid Feedback Objective Analysis of Data Convert into Actionable Insights Extensive Reporting & Recommendations Drive Results & Measure Impact Existing Customers Former Customers Prospective Customers Employees
  • Customer Experience Analysis Concepts KPI 5 Whys NPS MoE Top 2-box Standard deviation Correlation CLV Churn rate Response bias KDA Verbatim analysis
  • Share the Insights Board of Directors C-Level Business Leaders Service Product Marketing Sales HR Finance Front-line Personnel
  • Follow-up Bottom-up Top-down Employees Non- responders The Public
  • Q & A