Communication Analysis for Customer Success

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2014 Gainsight, Inc. All rights reserved. Communication Analysis for Customer Success August 5 2014

description

This presentation - Communication Analysis for Customer Success - was presented by Kelly DeHart, Sr. Customer Success Manager at Gainsight and Conor Hickey, Customer Success Manager at Datahug. In this presentation, you’ll see how analysis of customer communication can surface the patterns and trends you need to drive customer success by: - Building out more robust Customer Health Scores - Helping you identify new champions and advocates - Be more efficient with followup and check-in interactions The most successful Enterprise SaaS companies know that growing their business only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue and strengthening relationships within your existing customer base - through smarter engagement, 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.

Transcript of Communication Analysis for Customer Success

Page 1: Communication Analysis for Customer Success

2014 Gainsight, Inc. All rights reserved.

Communication Analysis for

Customer Success

August 5

2014

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2014 Gainsight, Inc. All rights reserved.

Housekeeping

• Q&A panel on your right• Recording for colleagues who couldn’t make

it• Slides will be sent to all attendees• Twitter hashtags:

#customersuccess #relationshipintellignce

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2014 Gainsight, Inc. All rights reserved.

Today’s Speakers

Kelly DeHartSr Customer Success Manager

Gainsight

Conor HickeyCustomer Success Manager

Datahug

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Agenda

• Communication Breakdown• Datahug’s Relationship Intelligence

Platform• Gainsight’s Customer Success Solution

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Introduction

• Why and how to enable communication analysis as part of your health scores and workflow.

• A deeper Way to Measure Customer Engagement

Your Inbox is Overloaded!Your Inbox is Overloaded!

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All Your Time is Spent Managing Accounts

All Your Time is Spent Managing Accounts

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But Talking To Your Customers is Vital to Your Business

But Talking To Your Customers is Vital to Your Business

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Datahug Capabilities

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Save time - no more manual CRM data entry1 2 3Accelerate sales with better

contact dataPipeline health check

and predictive analytics

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Track Customer RelationshipsCommunication data trapped in inbox and calendar

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Manage All ConnectionsOne clean and reliable set of business contacts

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Dave BauerVP Sales

Leverage Existing RelationshipsFind the quickest path you already have to decision-makers

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All Integrated Into CRMWorks with your existing workflow and pipeline in Salesforce.com

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Gainsight Capabilities

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Retain customers to accelerate company growth1 2 3Drive revenue with

upsell and cross-sellTransform transactional

Relationships into partnerships

Our Product Our Company

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2014 Gainsight, Inc. All rights reserved.

Customer Health• Indicator of overall relationship with accounts• Predictor of potential renewal and churn

Multiple inputs impact customer health score including:

Overall Usage of Your Product

Growth of The Account ($$ or licenses)

Survey Results

# of Support Calls Marketing Participation(e.g. references)

Invoice History

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Datahug Score 20%

Another Lens into Customer HealthEnrich health scores with even more data

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Just-in-time InterventionTrigger calls-to-action and actionable playbooks

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Viewing Datahug in Customer360

Communication

CommunicationCommunication

Track when all interactions happened

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Benefits of New Integrated Solution

Identify most-engaged individuals & pinpoint which accounts are potentially at risk

Follow recommended next-steps to address

customer issues or opportunities

Utilize insights to expand relationships

and drive your retention; ultimately,

boosting revenue

Get more advocates and lower your risk

Ensure your intervention and follow up

work

Efficient and complete

communications

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2014 Gainsight, Inc. All rights reserved.

Q&A

[email protected] Webinar: gainsight.com/McKinsey

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Thanks for listening!