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Content provided by Irit Eizips & CSM Practice, Irit Eizips, and CSM Practice. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Irit Eizips & CSM Practice, Irit Eizips, and CSM Practice or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Optimizing Cross-Functional Customer Success Processes

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Manage episode 450327114 series 3460873
Content provided by Irit Eizips & CSM Practice, Irit Eizips, and CSM Practice. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Irit Eizips & CSM Practice, Irit Eizips, and CSM Practice or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Beth Fulton shows us how to optimize CS processes through cross-functional collaboration LIKE A BOSS! Learn the insider tips and tricks that can transform your team's efficiency and drive unprecedented growth in your customer success strategy.
Click here to watch on YouTube!
๐‡๐ˆ๐†๐‡๐‹๐ˆ๐†๐‡๐“๐’
- Discover how shifting focus from technical implementations to business value can drive success.
- Learn the importance of data-driven decision-making for reducing churn and increasing retention.
- Get insights on improving cross-functional team collaboration to achieve better outcomes.
๐€๐๐Ž๐”๐“ ๐Ž๐”๐‘ ๐†๐”๐„๐’๐“
Beth has been in software implementation and success for over 20 years with the last 13 at startups. She established her first CS team in 2013 at Clarabridge and has experience building CS teams, implementing processes and CS software for multiple organizations. Her experience spans sub $1M to $150M ARR organizations.
๐Ÿ”— You may connect with Beth via LinkedIn.
๐”๐’๐„๐…๐”๐‹ ๐‹๐ˆ๐๐Š๐’
๐Ÿ“‘ Read: The Magic of Cross-Functional Communication in Customer Success
๐ŸŽฅ Watch: Maximizing Customer Success Through Strong Sales Collaboration
โฌ Download: New Handoff Template
#CustomerSuccess #CrossFunctionalTeams #CSOptimization #RevenueGrowth

๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:
1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ
Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download.

2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ
I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.

3๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?
Building a CS practice for the first time doesnโ€™t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more.

๐Ÿ“Œ Visit our Website - CSM Practice

  continue reading

Chapters

1. Info (00:00:00)

2. Challenges Before Transformation (00:03:49)

3. Post-Implementation Impact (00:06:51)

4. Improving the Sales-Handoff Process (00:10:22)

5. Scoring the Deal (00:14:25)

6. Business Value Office (00:15:43)

7. Roles and Responsibility Changes (00:17:07)

8. RACI Chart (00:20:09)

9. Tips for Optimizing Processes (00:21:37)

10. Recommended Resources (00:24:06)

135 episodes

Artwork
iconShare
 
Manage episode 450327114 series 3460873
Content provided by Irit Eizips & CSM Practice, Irit Eizips, and CSM Practice. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Irit Eizips & CSM Practice, Irit Eizips, and CSM Practice or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Beth Fulton shows us how to optimize CS processes through cross-functional collaboration LIKE A BOSS! Learn the insider tips and tricks that can transform your team's efficiency and drive unprecedented growth in your customer success strategy.
Click here to watch on YouTube!
๐‡๐ˆ๐†๐‡๐‹๐ˆ๐†๐‡๐“๐’
- Discover how shifting focus from technical implementations to business value can drive success.
- Learn the importance of data-driven decision-making for reducing churn and increasing retention.
- Get insights on improving cross-functional team collaboration to achieve better outcomes.
๐€๐๐Ž๐”๐“ ๐Ž๐”๐‘ ๐†๐”๐„๐’๐“
Beth has been in software implementation and success for over 20 years with the last 13 at startups. She established her first CS team in 2013 at Clarabridge and has experience building CS teams, implementing processes and CS software for multiple organizations. Her experience spans sub $1M to $150M ARR organizations.
๐Ÿ”— You may connect with Beth via LinkedIn.
๐”๐’๐„๐…๐”๐‹ ๐‹๐ˆ๐๐Š๐’
๐Ÿ“‘ Read: The Magic of Cross-Functional Communication in Customer Success
๐ŸŽฅ Watch: Maximizing Customer Success Through Strong Sales Collaboration
โฌ Download: New Handoff Template
#CustomerSuccess #CrossFunctionalTeams #CSOptimization #RevenueGrowth

๐Ÿ‘‰๐Ÿป Whenever youโ€™re ready...If you're an ๐˜ฆ๐˜น๐˜ฑ๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ฅ ๐˜ฆ๐˜น๐˜ฆ๐˜ค๐˜ถ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ข ๐˜Š๐˜š๐˜” ๐˜ฑ๐˜ณ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ค๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ง๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ต๐˜ช๐˜ฎ๐˜ฆ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:
1๏ธโƒฃ ๐™Ž๐™ฉ๐™š๐™–๐™ก ๐™ˆ๐™ฎ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™ช๐™˜๐™˜๐™š๐™จ๐™จ ๐™†๐™‹๐™„ ๐˜พ๐™๐™š๐™–๐™ฉ๐™จ๐™๐™š๐™š๐™ฉ
Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterโ€”scale smarter & grow revenue. Click here to download.

2๏ธโƒฃ ๐™…๐™ค๐™ž๐™ฃ 11,000+ ๐˜ฝ2๐˜ฝ ๐™€๐™ญ๐™š๐™˜๐™ช๐™ฉ๐™ž๐™ซ๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™‡๐™š๐™–๐™™๐™š๐™ง๐™จ
I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donโ€™t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.

3๏ธโƒฃ ๐˜ฝ๐™ช๐™ž๐™ก๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ง ๐™‡๐™š๐™–๐™™๐™ž๐™ฃ๐™œ ๐™– ๐˜พ๐™Ž๐™ˆ ๐™๐™š๐™–๐™ข ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™๐™ž๐™ข๐™š?
Building a CS practice for the first time doesnโ€™t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS teamโ€”without the guesswork & costly missteps of figuring it out alone. Learn more.

๐Ÿ“Œ Visit our Website - CSM Practice

  continue reading

Chapters

1. Info (00:00:00)

2. Challenges Before Transformation (00:03:49)

3. Post-Implementation Impact (00:06:51)

4. Improving the Sales-Handoff Process (00:10:22)

5. Scoring the Deal (00:14:25)

6. Business Value Office (00:15:43)

7. Roles and Responsibility Changes (00:17:07)

8. RACI Chart (00:20:09)

9. Tips for Optimizing Processes (00:21:37)

10. Recommended Resources (00:24:06)

135 episodes

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