Onboarding Matters

Onboarding Matters
Author: Donna Weber
Publisher: Springboard in LLC
Total Pages: 218
Release: 2021-06
Genre:
ISBN: 9781737073512

If you don't have a customer onboarding plan set up for your business, you're losing customers and burning future revenues. It's as simple as that. Onboarding is the most important part of the customer journey, yet many B2B companies fail to act proactively at the start of the relationship. Instead, Customer Success teams are stuck making heroic efforts to save accounts and fighting fires when customers inevitably run into problems or get stuck. The reactive approach is a problem for your Customer Success teams, your revenues, and your customers. Customer onboarding matters. More than you may think. A successful customer onboarding program results in more satisfied customer and employees, higher solution adoption, and increased customer lifetime value. In Onboarding Matters, Donna Weber shares the Orchestrated Onboarding(TM) framework that she implements with leading B2B companies to turn onboarding from a missed opportunity into a competitive advantage. "Onboarding Matters provides an impactful framework as well as practical tips and valuable resources to perfect the art and science of a superior onboarding process. It's a must read for anyone who cares about Customer Success." Ashvin Vaidyanathan, Chief Customer Officer, Gainsight "Onboarding Matters, by Donna Weber, is the leading guide for anyone seeking to create a high-impact onboarding program. The book is a step-by-step blueprint for orchestrating Customer Success from day one. I always say that customer onboarding is the beginning of churn or success, and Donna's book takes you through the why and the how. A must-read with clear examples and resources to apply to your organization." Emilia D'Anzica, Founder, Growth Molecules Buy this book today and use its practical guidance and detailed templates to start building your own customer onboarding practice.

Summary of Onboarding Matters by Donna Weber

Summary of Onboarding Matters by Donna Weber
Author: getAbstract AG
Publisher: getAbstract AG
Total Pages: 12
Release: 2022-01-05
Genre: Business & Economics
ISBN:

Companies that disregard their customers shouldn’t be surprised when they move on to other firms in the constant surge of customer churn. No one likes being ignored, especially buyers of sophisticated services, software or high-tech products with complex installation or use requirements. Frustrated customers will abandon these products, turning your software to shelfware. Although author Donna Weber tends to use jargon, she does a thorough job of explaining her process for training and retaining clients and for developing a supportive onboarding program that answers customers’ questions proactively to eliminate potential dissatisfaction. This officially licensed summary of Onboarding Matters was produced by getAbstract, the world's largest provider of book summaries. getAbstract works with hundreds of the best publishers to find and summarize the most relevant content out there. Find out more at getabstract.com.

The Customer Success Professional's Handbook

The Customer Success Professional's Handbook
Author: Ashvin Vaidyanathan
Publisher: John Wiley & Sons
Total Pages: 297
Release: 2020-01-15
Genre: Business & Economics
ISBN: 1119624614

The definitive “Customer Success Manager How-To-Guide” for the CSM profession from Gainsight, who brought you the market-leading Customer Success The Customer Success Manager has become a critical asset to organizations across the business landscape. As the subscription model has spread from the cloud and SaaS to more sectors of the economy, that pivotal role will only grow in importance. That’s because if you want to compete and thrive in this new environment, you need to put the customer at the center of your strategy. You need to recognize you’re no longer selling just a product. You’re selling an outcome. Customer Success Managers (CSM) are committed to capturing and delivering those outcomes by listening to their customers, understanding their needs, and adapting products and services to drive success. Although several existing resources address the customer success imperative, there is no authoritative instruction manual for the CSM profession—until now. The Customer Success Professional’s Handbook is the definitive reference book for CSMs and similar roles in the field. This practical, first-of-its-kind manual fills a significant gap in professional customer success literature, providing the knowledge every CSM needs to succeed—from the practitioner level all the way to senior leadership. The authors—acknowledged experts in building, training, and managing Customer Success teams—offer real-world guidance and practical advice for aspiring and experienced CSMs alike. The handbook is written by practioners for practioners. An indispensable resource for front-line Customer Success Managers, this much-needed book: Demonstrates how to build, implement, and manage a Customer Success team Helps new CSMs develop their skills and proficiency to be more employable and grow in their careers Provides clear guidance for managers on how to hire a stellar CSM Presents practical tactics needed to drive revenue growth during renewal, expansion, and customer advocacy opportunities Explains proven methods and strategies for mentoring CSMs throughout their careers Offers valuable insights from Gainsight, the Customer Success Company, and the broader customer success community with more than a dozen of the industry’s most respected leaders contributing their perspectives Currently, with over 70,000 open positions, Customer Success Manager in one of the fastest-growing jobs in the world. The Customer Success Professional’s Handbook: How to Thrive in One of the World's Fastest Growing Careers—While Driving Growth For Your Company will prove to be your go-to manual throughout every stage of your CSM career.

Product-Led Onboarding

Product-Led Onboarding
Author: Ramli John
Publisher: Productled Press
Total Pages: 312
Release: 2021-06-04
Genre:
ISBN: 9781777717704

When you borrow a plate from grandma, does she ask you to pay a deposit? Of course not. Likewise, blocking your non-paying ("freemium") customers from the core experience of your product, is like chopping your own leg off while running a marathon. Yet, this is just one of the crucial mistakes that most SaaS companies make right off the bat. Think about it. Do YOU have... Stalled accounts taking up valuable space? Sub-par clients who only expect freebies and don't ever use the full features of your product? Low conversion from free accounts to paid? Then, you might have a shot-yourself-in-the-foot problem. In this book, you'll find the easy, 6-step formula you can apply to your operations today that can change absolutely everything. You'll be able to count your company among giants like Mixpanel, Ubisoft, and Outsystems when you: Captivate clients' attention from the get-go. Make it easier for clients to get good at using your software so they are more likely to use it. Create a fool-proof checklist to make your product go viral. Match services with behaviors, and get users addicted to your product. Win rave reviews by making clients feel like VIPs. Use this strategy at each level in your team to supercharge its effect. Rinse and repeat, and watch your business grow while you sleep. In short, you'll discover why putting your customer first is the ultimate secret to growing your company. And how you can achieve astronomical conversions and customer loyalty without even trying. Check out what others are saying:

Customer Education

Customer Education
Author: Adam Avramescu
Publisher: Independently Published
Total Pages: 306
Release: 2019-01-10
Genre: Business & Economics
ISBN: 9781791729882

Today's software companies can't afford to be passive with their customers. As software moves to the web and becomes more consumerized, software companies can only grow if their current customers renew and grow over time. Otherwise those customers will leave, creating a "leaky bucket" of revenue.So, what are smart, innovative companies doing before they end up with severe churn problems? Forward-thinking companies invest in Customer Education early as a way to drive customer growth and maximize lifetime value in a scalable way. Over time, this function has the potential to differentiate a company in the market.Consider this book a survival guide to investing in a Customer Education function, including: -How to drive a Customer Education strategy across your customer lifecycle-Tips for creating killer content that will actually lead to customer performance-What tools to implement as part of your technology stack-Measurement strategies for improving your content and showing ROI-And more...

What's Next?

What's Next?
Author: D. Roche-Tarry
Publisher: Springer
Total Pages: 189
Release: 2011-10-12
Genre: Business & Economics
ISBN: 0230348408

Studies the steps taken by a group of professionals from the Boomer generation as they move from a linear career path into an uncharted stage somewhere between middle age and old age, a continued professional life and traditional retirement. What is next for those professionals who do not want to take a back seat at retirement age?

Three Word Meetings

Three Word Meetings
Author: Lisa Thal
Publisher: Greenleaf Book Group
Total Pages: 186
Release: 2016-09-20
Genre: Business & Economics
ISBN: 1632990962

Maximize Your Team Meetings Creating great sales meetings week in and week out is challenging, but in Three Word Meetings, Lisa Thal helps provide some fun and interesting options to get your sales team motivated and inspired. By providing a full year of simple three-word topics that can be discussed at each weekly meeting, the author has created an actionable plan for improving the much-maligned gatherings. She has done the work for you—just add or adjust content as you see fit. No matter what industry you’re in, you will benefit from the author’s knowledge and expertise.

Customer Success

Customer Success
Author: Nick Mehta
Publisher: John Wiley & Sons
Total Pages: 256
Release: 2016-02-29
Genre: Business & Economics
ISBN: 1119167965

Your business success is now forever linked to the success of your customers Customer Success is the groundbreaking guide to the exciting new model of customer management. Business relationships are fundamentally changing. In the world B.C. (Before Cloud), companies could focus totally on sales and marketing because customers were often 'stuck' after purchasing. Therefore, all of the 'post-sale' experience was a cost center in most companies. In the world A.B. (After Benioff), with granular per-year, per-month or per-use pricing models, cloud deployments and many competitive options, customers now have the power. As such, B2B vendors must deliver success for their clients to achieve success for their own businesses. Customer success teams are being created in companies to quarterback the customer lifecycle and drive adoption, renewals, up-sell and advocacy. The Customer Success philosophy is invading the boardroom and impacting the way CEOs think about their business. Today, Customer Success is the hottest B2B movement since the advent of the subscription business model, and this book is the one-of-a-kind guide that shows you how to make it work in your company. From the initial planning stages through execution, you'll have expert guidance to help you: Understand the context that led to the start of the Customer Success movement Build a Customer Success strategy proven by the most competitive companies in the world Implement an action plan for structuring the Customer Success organization, tiering your customers, and developing the right cross-functional playbooks Customers want products that help them achieve their own business outcomes. By enabling your customers to realize value in your products, you're protecting recurring revenue and creating a customer for life. Customer Success shows you how to kick start your customer-centric revolution, and make it stick for the long term.

The Product-Led Organization

The Product-Led Organization
Author: Todd Olson
Publisher: John Wiley & Sons
Total Pages: 272
Release: 2020-09-23
Genre: Business & Economics
ISBN: 1119660874

A playbook on product-led strategy for software product teams There's a common strategy used by the fastest growing and most successful businesses of our time. These companies are building their entire customer experience around their digital products, delivering software that is simple, intuitive and delightful, and that anticipates and exceeds the evolving needs of users. Product-led organizations make their products the vehicle for acquiring and retaining customers, driving growth, and influencing organizational priorities. They represent the future of business in a digital-first world. This book is meant to help you transform your company into a product-led organization, helping to drive growth for your business and advance your own career. It provides: A holistic view of the quantitative and qualitative insights teams need to make better decisions and shape better product experiences. A guide to setting goals for product success and measuring progress toward meeting them. A playbook for incorporating sales and marketing activities, service and support, as well as onboarding and education into the product Strategies for soliciting, organizing and prioritizing feedback from customers and other stakeholders; and how to use those inputs to create an effective product roadmap The Product-Led Organization: Drive Growth By Putting Product at the Center of Your Customer Experience was written by the co-founder and CEO of Pendo—a SaaS company and innovator in building software for digital product teams. The book reflects the author’s passion and dedication for sharing what it takes to build great products.

The Seven Pillars of Customer Success

The Seven Pillars of Customer Success
Author: Wayne McCulloch
Publisher: Lioncrest Publishing
Total Pages: 344
Release: 2021-04-27
Genre:
ISBN: 9781544516608

As a customer success leader, whose insight do you rely on for success? Your field is still maturing, yet your profession is one of the fastest growing in the world. There are tons of books and blogs written by success professionals sharing their experiences and strategies, but how do you know what will work for your specific situation? Whose advice is the expertise you can trust? Wayne McCulloch has more than 25 years of experience in the software industry-years spent in training, adoption, and customer experience, the building blocks for customer success. Now he's sharing what he knows as a chief customer officer leading global success functions. In The Seven Pillars of Customer Success, Wayne provides an adaptable framework for building a strong customer success organization. From customer journey actions to the development of transformation advisors, you'll read detailed examples of how companies have put these seven pillars to the test. To create a culture of customer success and stand out in the marketplace, you need a proven framework and knowledgeable perspective-this book provides both, and more.