How to Fit Customer Success into your SaaS Stack

24
How to fit Customer Success in Your SaaS Stack Mark Organ, Influitive Travis Huch, Zuora Jim Hickey, Marketo

description

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 Fit Customer Success into your SaaS Stack - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Marketo, Zuora, and Influitive.

Transcript of How to Fit Customer Success into your SaaS Stack

Page 1: How to Fit Customer Success into your SaaS Stack

How to fit Customer Success in Your SaaS

Stack

Mark Organ, Influitive Travis Huch, Zuora Jim Hickey, Marketo

Page 2: How to Fit Customer Success into your SaaS Stack

Mark OrganInfluitive

Influitive, the advocate marketing experts, helps B2B marketers

capture the enthusiasm of their customers, partners and fans, and

turn that into a powerful force for igniting business growth. By

mobilizing product and company evangelists, marketing and sales

teams exponentially increase their marketing reach and revenue

potential, while offering a superior buyer experience.

CEO, Influitive

Page 3: How to Fit Customer Success into your SaaS Stack

Leveraging Customer Success with Advocates

Page 4: How to Fit Customer Success into your SaaS Stack

The Customer Success function is critical to a company’s early success.

Customer Success

Customer Strategy Founder/CEO

Page 5: How to Fit Customer Success into your SaaS Stack

Customer Success is underfunded.

Page 6: How to Fit Customer Success into your SaaS Stack

The link between Customer Success success and new logo growth is an advocate program.

Page 7: How to Fit Customer Success into your SaaS Stack

Tap the full potential of advocate passion!

Page 8: How to Fit Customer Success into your SaaS Stack

Advocacy is also a key success metric for customer health.

Page 9: How to Fit Customer Success into your SaaS Stack

Leveraging Customer Success with Advocates

Thank you.

Page 10: How to Fit Customer Success into your SaaS Stack

Travis Huch Zuora

VP Marketing In his current role Travis leverages his work with Zuora’s customers to share knowledge that drives repeatable success in creating and growing recurring revenue streams. After 20 years in sales (5 ½ with Zuora) he has moved over to marketing to help leverage Zuora’s content to drive demand.

Page 11: How to Fit Customer Success into your SaaS Stack

#CloudStack

We work with many fast growing companies. They all seem to be selecting a business stack of applications that are all best of breed and work together well. The concept of customer success is something new companies inherently understand, so success is always an integral part of the stack.

Page 12: How to Fit Customer Success into your SaaS Stack

What you get when things work together

Page 13: How to Fit Customer Success into your SaaS Stack

Framework for Success• Break down areas of value • Build a shared vocabulary • Quantify business

outcomes for customers • Education becomes part of

the content strategy

Page 14: How to Fit Customer Success into your SaaS Stack

Thank You!

[email protected] @travishuch

Page 15: How to Fit Customer Success into your SaaS Stack

Director, Customer Success• Customer Success Operations• 15+ years –Account Management, Success & Pro Svcs• 5 years at Marketo • Love Russian River IPA• Die hard New York Jets Fan!

Jim HickeyMarketo

Page 16: How to Fit Customer Success into your SaaS Stack

MARKETING SOFTWARE.Easy. Powerful. Complete.

Page 17: How to Fit Customer Success into your SaaS Stack

Leader in cloud-based marketing software>3,000 customers in 36 countries>190 ecosystem partners>40,000 Marketing Nation community members>500 employees in U.S., Europe, Australia, Israel

Marketo Fast Facts

(MKTO)

Page 18: How to Fit Customer Success into your SaaS Stack

3,000+ Successful Deployments+ Successful Deployments

Office Hours

ConsultingEducation Q & A

Setup and Integration / Onsite

Learn the basics

Getting Started w/ Marketo Training:

Quick Wins and Basics

Week 1Configure Marketo

Kickoff Call

TodayPractice and build

Foundation Build Workshop Live

Classroom

Week 2-3Apply best practices

1:1 Consulting with Enablement Manager

Weeks 3-12

Support

Support

Note: Launch Pack covers first three months after your subscription starts

Page 19: How to Fit Customer Success into your SaaS Stack

Customer Success OperationsCustomer Success

Operations

SupportProfessional Services

EducationAccount Management

• Systems• Process• Tools

• Promote visibility across business lines• Alignment of processes and tools• Empower & train workforce

Page 20: How to Fit Customer Success into your SaaS Stack

Islands of Excellence• CRM • Professional Service Automation• Service Cloud• Learning Management System• Renewal Management• Gainsight• Marketo• Accounting

Page 21: How to Fit Customer Success into your SaaS Stack

Too Many Cooks

Page 22: How to Fit Customer Success into your SaaS Stack

Bridging the Islands of Excellence• Visibility & Relevancy

• Usage/Adoption• Roles• Goals/Value

• Scorecards• Metric alignment• Manual/Automated

• Tasks/Playbooks• Customer Marketing• CAM Team Performance

Page 23: How to Fit Customer Success into your SaaS Stack

Customer Operational Cockpit

Page 24: How to Fit Customer Success into your SaaS Stack

Q & A