Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Defining and Managing the Entire
Customer Lifecycle using Amity
#CSBestPractices
Sam Brennand
Director of Customer Success
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
HOUSEKEEPING!
Get your tweet on and join the conversation
#CSBestPractices
@GetAmity @Uberflip
We’ll send slides and the recording
Q&A at the end - ask them in the questions box!
(If we run out of time, tweet or email us!)
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Defining and Managing the Entire
Customer Lifecycle using Amity
#CSBestPractices
Sam Brennand
Director of Customer Success
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Meet Our Host
Paul Philp
Founder & CEO
@PPhilp
@GetAmity
GetAmity.com
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Preview:
The Amity Customer
Lifecycle Manager
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
The Customer Success
Revolution
Relationships are the New Business Model
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
The World has Moved
to a Subscription
Economy.
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Subscriptions are a
Relationship Business
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Customer Success to the Rescue
Actively manage customer
relationships to reduce churn,
grow existing revenue, and
influence new sales.
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
The Customer Success
Revolution
Relationships are the New Business Model
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Outside-In
Inside-Out
Land
Onboard
Adopt
Decide
Learn
Transform
QBR
Measure
This is the Customer Lifecycle
Inside-Out View and Outside-In View
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Managing the Customer Lifecycle
The DNA of a SaaS Business
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Outside-In
Inside-Out
Land
Onboard
Adopt
Decide
Learn
Transform
QBR
Measure
This is the Customer Lifecycle
Inside-Out View and Outside-In View
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Outcomes
Time
Customer Experience Curve
The Vendor Owns the Customer’s ‘Experience Curve’
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Outcomes
Time
Customer Experience Curve
The Vendor Owns the Customer’s ‘Experience Curve’
This is the HARD
work of customer
success.
Processes
Technology
Skills
Practices
Capabilities
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Customer Lifecycle
Outcomes
Time
Onboarding
Adoption
Success
Review
Renewal
Expansion
Customer Lifecycle
Map your Customer Lifecycle to the Customer Experience Curve
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Time
Time
Time
Time
Time
Time
Journey Playbook
Workflow Playbook
Mapping the Customer Lifecycle
Internal View and External View of Each Stage
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Initial Key Features
10% Adoption
Team Training
Product Training
New Capabilities
Training
Initial Launch
Success Plan Signoff
Launch
Advanced Key Features.
25% Outcome Goal
25% Adoption
Advanced Key Features.
50% Outcome Goal
50% Adoption
Product Advice
Capability Coaching
Coaching
Day 1
Day 7
Day 14
Day
30
Day
45
Day 60
Mapping the Customer Lifecycle
Adoption Stage
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Preview:
The Amity Customer
Lifecycle Manager
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Introduction to Amity
Powerful Customer Success Software
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennandConfidential © 2014 Amity
Renewals
Uplift
Retention
Referrals
Advocacy
Efficiency
Productivity
Scalability
Visibility
From Chaos to Customer Success
Amity automation eliminates manual work.
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Customer Success Automation
Mission Control for Customer Success
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Data
Integration
CRM
Email
Support
Billing
Marketing
Activity
Outcomes
Customer
Insight
Health Score
Trends
Alerts
Engagement
KPIs
Outcomes
Workflow
Automation
Rules
Playbooks
Notifications
Customer
Email
Tasks
Real-time
Lifecycle
Management
Visual
Goals
Drill Down
Historical
Performance
Reporting
Dashboards
Team
Performance
Account
Performance
Portfolio
Performance
Amity Key Features
Complete Customer Success Suite
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Q&A
#CSBestPractices
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Many Thanks To Our Presenter
@sambrennand
@uberflip
hub.uberflip.com
info@uberflip.com
Sam Brennand
Director of Customer Success
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Join Kia Puhm on March 29 for our next webinar
Improving Customer Retention by
Managing the Customer Journey
Visit getamity.com/resources to register!
Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
Let’s continue the conversation
Thank you for being here!
@GetAmity GetAmity.com

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Defining and Managing the Entire Customer Lifecycle using Amity Webinar Slides

  • 1. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Defining and Managing the Entire Customer Lifecycle using Amity #CSBestPractices Sam Brennand Director of Customer Success
  • 2. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand HOUSEKEEPING! Get your tweet on and join the conversation #CSBestPractices @GetAmity @Uberflip We’ll send slides and the recording Q&A at the end - ask them in the questions box! (If we run out of time, tweet or email us!)
  • 3. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Defining and Managing the Entire Customer Lifecycle using Amity #CSBestPractices Sam Brennand Director of Customer Success
  • 4. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Meet Our Host Paul Philp Founder & CEO @PPhilp @GetAmity GetAmity.com
  • 5. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Preview: The Amity Customer Lifecycle Manager
  • 6. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand
  • 7. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand The Customer Success Revolution Relationships are the New Business Model
  • 8. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand The World has Moved to a Subscription Economy.
  • 9. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Subscriptions are a Relationship Business
  • 10. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Customer Success to the Rescue Actively manage customer relationships to reduce churn, grow existing revenue, and influence new sales.
  • 11. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand The Customer Success Revolution Relationships are the New Business Model
  • 12. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Outside-In Inside-Out Land Onboard Adopt Decide Learn Transform QBR Measure This is the Customer Lifecycle Inside-Out View and Outside-In View
  • 13. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Managing the Customer Lifecycle The DNA of a SaaS Business
  • 14. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Outside-In Inside-Out Land Onboard Adopt Decide Learn Transform QBR Measure This is the Customer Lifecycle Inside-Out View and Outside-In View
  • 15. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Outcomes Time Customer Experience Curve The Vendor Owns the Customer’s ‘Experience Curve’
  • 16. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Outcomes Time Customer Experience Curve The Vendor Owns the Customer’s ‘Experience Curve’ This is the HARD work of customer success. Processes Technology Skills Practices Capabilities
  • 17. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Customer Lifecycle Outcomes Time Onboarding Adoption Success Review Renewal Expansion Customer Lifecycle Map your Customer Lifecycle to the Customer Experience Curve
  • 18. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Time Time Time Time Time Time Journey Playbook Workflow Playbook Mapping the Customer Lifecycle Internal View and External View of Each Stage
  • 19. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Initial Key Features 10% Adoption Team Training Product Training New Capabilities Training Initial Launch Success Plan Signoff Launch Advanced Key Features. 25% Outcome Goal 25% Adoption Advanced Key Features. 50% Outcome Goal 50% Adoption Product Advice Capability Coaching Coaching Day 1 Day 7 Day 14 Day 30 Day 45 Day 60 Mapping the Customer Lifecycle Adoption Stage
  • 20. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Preview: The Amity Customer Lifecycle Manager
  • 21. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Introduction to Amity Powerful Customer Success Software
  • 22. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennandConfidential © 2014 Amity Renewals Uplift Retention Referrals Advocacy Efficiency Productivity Scalability Visibility From Chaos to Customer Success Amity automation eliminates manual work.
  • 23. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Customer Success Automation Mission Control for Customer Success
  • 24. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Data Integration CRM Email Support Billing Marketing Activity Outcomes Customer Insight Health Score Trends Alerts Engagement KPIs Outcomes Workflow Automation Rules Playbooks Notifications Customer Email Tasks Real-time Lifecycle Management Visual Goals Drill Down Historical Performance Reporting Dashboards Team Performance Account Performance Portfolio Performance Amity Key Features Complete Customer Success Suite
  • 25. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Q&A #CSBestPractices
  • 26. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Many Thanks To Our Presenter @sambrennand @uberflip hub.uberflip.com info@uberflip.com Sam Brennand Director of Customer Success
  • 27. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Join Kia Puhm on March 29 for our next webinar Improving Customer Retention by Managing the Customer Journey Visit getamity.com/resources to register!
  • 28. Defining and Managing the Entire Customer Lifecycle using Amity @GetAmity @Uberflip @SamBrennand Let’s continue the conversation Thank you for being here! @GetAmity GetAmity.com