Killing Churn with Totango and Salesforce
Transcript of Killing Churn with Totango and Salesforce
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CUSTOMER SUCCESS TECHNOLOGY REIMAGINED
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200+ CUSTOMERS
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Download the definitive guide to buying a CSPwww.totango.com/customer-success-platform-buyers-guide.pdf
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Killing Churn with Totango and
SalesforceSeptember 2015Presented by Kristen Hayer
VP, Customer Success
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Jazz is software that bridges the gap between recruiting and performance to create a whole new thing.
From startups to enterprise, Jazz builds winning companies.We helped over 4000 companies across the world make more than 100,000 hires.
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#startupproblems2013
People
• Customer Success = Technical Support Only• Demoralized Team, Not Truly Helping Customers
Processes
• 90% of Customers on Month-to-Month Subscriptions• No Formal Cancellation Process
Tools
• No Single Source of Truth for Customer Information• No Customer Intelligence Solution
= High Churn + No Idea Why or How to Fix It
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Data Cleanup
Salesforce
Jazz App Billing
Tickets
Phones
Totango
Website
Salesforce
JazzApp
Billing
Forum
ChatEmail
Website
Totango
Phones
BEFORE – Missing Data, Disconnected Tools, Inefficient User Experience, No Real-Time Data
AFTER – Single Source of Truth, One Entry Point for Success Users, Expanded Tool Set, Real-Time
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Deep Churn Analysis
Major Churn Drivers
Market Issues• Changing Needs• Demographics
Competitors• Messaging• Commodity
Pricing
Internal Teams• New Teams• Training Needs Strategy
• Pricing and Packaging
• Marketing
Product• Needed Updates• Release
Communication
Focused on what we could measure and control:
• Demographics of our target customers
• Product use• Packages and
customer agreements
• Training our sales and success teams
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Totango Implementation
• Jazz needed more data on how customers were using the product
• Totango had not been fully implemented, so the success team took on that project
• We had 2 goals:1. Gather intelligence on customer behavior leading to
churn.2. Provide customer behavior insight to our CSM team.
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Implementation – Salesforce Integration
Salesforce Account:• First point of access for Success team• Quick health check• Drill-down to more details within
Salesforce
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Implementation – The Totango App
Totango App:• More details on health• Specifics on usage• Helps reps pinpoint
potential issues with individual clients
• Mobile version for quick updates on status changes
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Implementation – Salesforce Reporting
Salesforce Reporting:• Additional insight into
daily activities• More detailed churn
analysis• Helps to pinpoint
potential issues across the organization
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Churn Risk Model
# Users+ # Jobs+ Company Size+ Age of Subscription+ Industry+ Agreement Type+ Totango Health Score=Churn Risk Score
For Jazz, the Totango Health Score represents healthy onboarding as well as healthy ongoing product use.
We configured Salesforce so that a customer’s Jazz churn risk score is shown on the Account object.
We also use the score in reporting.
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Results #killchurn• 33% reduction in overall churn - 50% reduction within target customer group• Improved customer satisfaction and engagement – better communication,
proactive care• Success team job satisfaction – creative input, building relationships• Improved churn dynamics – predictable, preventable
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The Success League is a consulting firm that helps SaaS companies build and develop strong customer success teams.• Business Planning, Metrics & Goals• Customer Engagement Assessment• Process Design• Training & Coaching
Members of The Success League are professionals from various companies who drive innovation in customer success.
www.TheSuccessLeague.ioWeekly blog posts on website & LinkedIn
@TSLCustomers
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Q&A
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THANK YOU!
www.totango.com
@Totango @KristenHayer#DF15 #CustomerSuccess