Bolstra Blog

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The Definition of Customer Success: A Short Discussion on the Discipline

In today’s “subscription economy,” consumers want more than a month-to-month delivery of a product. Technology and services available for companies to do their work have advanced so much that the switching costs are no longer a deterrent. An 18-month go-live timeline can leave teams with a bad taste in their mouth and more susceptible to competitor encroachment. The B2B SaaS world has responded appropriately through the mass adoption of Customer Success--a discipline, a function and [...]

By | 2018-05-08T13:59:45+00:00 April 27th, 2018|Customer Success|0 Comments

Customer Success is not enough

Ask 10 CSMs what success in their job means to them, and they will have 10 answers, ranging from: keeping my customers from churning onboarding my customers successfully helping my customers adopt our solution identifying opportunities within accounts for growth facilitating my customers’ attainment of outcomes managing the renewal process None of these are wrong. They are all part of many CSM job descriptions. However, to limit customer success to these roles alone is not [...]

By | 2018-04-11T10:47:16+00:00 April 10th, 2018|Customer Advocacy|0 Comments

The Dynamic Duo – Customer Success and Customer Marketing

In the B2B recurring revenue economy, customer relationships are increasingly owned by a team of professionals (Customer Success Managers) who earn customer loyalty by continuously demonstrating the value of their solution to their customers. Ideally, they have a defined customer lifecycle as their model for customer engagement, and in doing so, are churn mitigators. As part of the charter for Customer Success, marketing teams are now joining the action to facilitate customer loyalty, too. In [...]

By | 2018-05-02T12:30:29+00:00 April 5th, 2018|Customer Marketing, Customer Success|0 Comments

Graduation

So my feeling on Graduation is that it’s less a post live meeting and more a post first value meeting.  I would typically say that we are identifying a measure of first value that we want to achieve that impacts their business in some positive way in order to graduate. I think graduation is a step that both you and your customer will know you have reached once you have worked together to create and [...]

From Customer Experience to Customer Advocacy (a Primer)

While there’s plenty of chatter about Customer Success being your “driving purpose” in a post-sales strategy, we have a slightly different take. Your customer’s success is a critical step on the road to garnering their loyalty and, ultimately, their advocacy. Attaining this end goal starts with how you manage your customer experiences. In a recent LinkedIn forum discussion, Customer Success enthusiasts debated the definitions of Customer Experience and Customer Success. As we ignite the fire [...]

By | 2018-03-20T00:41:22+00:00 March 12th, 2018|Customer Advocacy|0 Comments

Customer Success 2018: The Year of Adoption

While the term Customer Success may have been used for the first time back in 1996 to name a department committed to helping customers be successful using Vantive’s CRM, Customer Success as a holistic approach to developing loyal customers is still evolving. Where on the evolutionary curve it falls is up for debate. Even though many of us in the industry (purveyors of Customer Success solutions) may wish for us all to be on the [...]

By | 2018-03-12T17:49:35+00:00 January 25th, 2018|Customer Success|0 Comments

Retrospectives

WHY ARE Retrospectives IMPORTANT? There are three primary reasons for conducting Retrospectives: allowing your customers to be heard taking steps toward cultivating long-term loyal customers agreeing upon the “sprint plan” that outlines what both sides are tasked with accomplishing ahead of the next scheduled retrospective Routine Retrospectives provide the framework for you to check in on your customer in a scheduled way to understand what’s working and what’s not. Simple agendas for Retrospectives allow you [...]

Launch

WHY IS Launch IMPORTANT? Launch is actually more a customer status than it is an event. Rather than thinking of Launch as something you do with or for your customer, consider it a state of accomplishment where you can (or should) take a breath and feel as though you and your customer are at a good place for them to take off in using your solution. WHO NEEDS TO KNOW HOW TO DO Launch? Launch [...]

By | 2018-03-12T17:52:07+00:00 December 19th, 2017|Customer Success Best Practices|0 Comments

Maturity of Customer Success Teams

As Customer Success teams evolve at a rapid pace - from fledgling ad hoc efforts to more repeatable and measurable strategic teams - we wanted to know how things were going out there. So, we surveyed teams to get a clearer picture on the state of things. Check out our findings.

By | 2018-03-20T00:41:43+00:00 November 30th, 2017|Infographic|0 Comments

Core Enablement

WHY IS Core Enablement IMPORTANT? Core Enablement is the first step in ensuring adoption. Getting your customer administrators to own the platform creates a first line of sponsors and evangelists within the account. The better and sooner you can create master users of your admins, the more effective you can be in growing adoption throughout the account. While Core Enablement is about helping your administrative users understand how your solution works (behind the scenes), it’s [...]

By | 2018-03-12T17:55:02+00:00 November 20th, 2017|Customer Success Best Practices|0 Comments

A Day in the Life of 2 Customer Success Managers

Customer Success Managers keep a lot of balls in the air over the course of their days. They perform a variety of tasks to keep customers delighted, and frequently face surprises in the midst of their well-planned routines. Consider what the typical day looks like for two Customer Success Managers: one who performs his job piecing together account information from a variety of sources, and the other who is supported by an agile work management [...]

By | 2018-03-20T00:41:54+00:00 November 16th, 2017|Customer Success, Infographic|0 Comments