{"id":1143,"date":"2017-03-21T10:38:44","date_gmt":"2017-03-21T10:38:44","guid":{"rendered":"http:\/\/amydowns.wpengine.com\/?p=1143"},"modified":"2023-07-14T13:28:15","modified_gmt":"2023-07-14T13:28:15","slug":"customer-success-a-dash-of-data-and-a-pinch-of-people","status":"publish","type":"post","link":"https:\/\/www.customerobsessing.com\/es\/customer-success-a-dash-of-data-and-a-pinch-of-people\/","title":{"rendered":"Customer Success: A Dash of Data and a Pinch of People"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1143\" class=\"elementor elementor-1143\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8059a87 e-flex e-con-boxed e-con e-parent\" data-id=\"8059a87\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-60e51cc e-con-full e-flex e-con e-child\" data-id=\"60e51cc\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-527c12b elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"527c12b\" data-element_type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Customer Success: A Dash of Data and a Pinch of People<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4974528 elementor-widget elementor-widget-text-editor\" data-id=\"4974528\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Amy Downs<br \/><a style=\"text-align: var(--text-align); background-color: var(--bg_color); font-style: var(--body_typography-font-style,normal); letter-spacing: var(--body_typography-letter-spacing);\" href=\"https:\/\/www.customerzone360.com\/topics\/customer\/articles\/430584-customer-success-dash-data-a-pinch-people.htm\" target=\"_blank\" rel=\"noopener\">First Published: March 21, 2017<\/a><\/p><p>Data has become the secret sauce for most companies. Businesses now recognize that data drives product development, marketing and sales decisions. Most companies, however, have yet to tap into a key way in which data can support their businesses long term by driving Customer Success.<\/p><p>In my\u00a0<a href=\"https:\/\/www.customerobsessing.com\/customer-success-where-to-start-and-what-to-expect\/\">previous article<\/a>, I shared my experience from an executive boardroom meeting where I started my journey with the Lifesize Customer Success program. In the beginning, I asked my team a simple question, \u201cWhy do you think our customers leave us?\u201d At that point, most of us had, at best, a vague understanding of what was pushing our customers to the door. But over the next few months, the reasons became clearer\u2026with data.<\/p><p>Let\u2019s explore where data plays the biggest role in Customer Success, and also where it will require a helping hand from your team.<\/p><h2><strong>Measuring the state of the relationship<\/strong><\/h2><p>Any good Customer Success software should allow you to aggregate a variety of data points on customers and your relationships with them. At Lifesize, for example, we use Customer Success software to measure our Customer Health Score \u2013 a metric that allows us to gauge the state of any given customer\u2019s relationship with our company. This measurement may look at the following vectors:<\/p><ul><li><strong>Net Promoter Score<\/strong>: Results from relationship or transactional surveys can help you quantify the health of the relationship with your customers or how you\u2019re doing on specific interactions.<\/li><li><strong>Key loyalty drivers<\/strong>: Has the customer been through a key loyalty driver event, like a thorough and interactive onboarding process? If so, this can be counted a positive score.<\/li><li><strong>Product or service usage metrics<\/strong>: This metric gauges if the customer is using your product or service to its full potential. For example, at Lifesize, we look at key milestones in our customers\u2019 journeys in addition to the number and types of calls made, frequency of Virtual Meeting Room usage, number of paired HD cameras and phone systems for meeting rooms or registered users. If they\u2019re not using our solution\u2019s key features, it may indicate that they are not gaining the full value of our solution.<\/li><li><strong>Comparative usage data<\/strong>: It\u2019s helpful to set a baseline to help you understand how a specific customer engages with your product compared to similar customers. In our experience, we\u2019ve had success setting baselines by customer segment and use cases, allowing us to understand if a specific customer is realizing value. Value means different things to different customers, and our customers continue to come up with new and creative ways to use our solution so we make sure to understand and measure what success looks like for each customer.<\/li><\/ul><p>You can use these vectors and the related data to understand a holistic view of your true relationship with your customers. That said, keep in mind that data may not always give you an accurate or complete picture. Let\u2019s look at an example:<\/p><p>Company ABC is a midsize manufacturing company. Twelve months ago, it purchased an HD camera and phone system for its conference room and a cloud-based video conferencing service. Since then, it\u2019s only used the equipment and service three times. Your system shows that similar customers are using the solution daily, weekly or at least monthly. According to the data, something is amiss.<\/p><p>Jamie, your Customer Success Advocate (CSA), steps in. Jumping on the phone with the customer, Jamie encourages Company ABC to share its experience.<\/p><p><em>\u201cWe see your team is only using our product once every four months. Is everything okay?\u201d<\/em><\/p><p><em>\u201cAbsolutely, Jamie! We have three executive board meetings per year, and we\u2019ve used your solution for every one of the meetings in the last twelve months. It has worked absolutely flawlessly every time.\u201d<\/em><\/p><p>The data was showing signs of a customer in trouble, yet Jamie\u2019s conversation revealed that this customer was, in fact, very satisfied. In this case, the data from key loyalty drivers, product usage and Net Promoter Scores wasn\u2019t enough for a clear picture of the relationship. Given this, a \u201csubjective\u201d score that allows CSAs to assign their own value to a relationship would be a good addition. It\u2019s the combination of qualitative and quantitative that paints the entire picture.<\/p><h3><strong>I have the data, now what?<\/strong><\/h3><p>The Customer Health Score can be a core measurement that determines how your team engages with any given customer. For example, if your customer is in a \u201cdanger zone\u201d with a very low Customer Health Score, this may trigger a specific action.<\/p><p>In our case, this data helps us know when to set a defined plan \u2013 or \u201cplaybook\u201d \u2013 into motion. For example, if a customer relationship has regressed into an unhealthy score, we set a playbook into action to bring the relationship back to health.<\/p><p>Based on the Customer Health Score, a CSA identifies a customer as \u201cescalated\u201d and notifies the team leader. The resulting playbook may look like the following:<\/p><ul><li><strong>Step 1<\/strong>: An executive calls the customer to ensure they know their issue is of the utmost importance and is being worked on.<\/li><li><strong>Step 2:\u00a0<\/strong>The CEO is made aware of the escalated customer account for visibility on customer success priorities.<\/li><li><strong>Step 3:<\/strong>\u00a0A tiger team assembles to identify pain points and corrective action.<\/li><li><strong>Step 4:<\/strong>\u00a0Corrective action is taken while constantly in communication with the customer and executive team.<\/li><li><strong>Step 5:<\/strong>\u00a0Once the customer relationship is de-escalated, a debriefing is conducted to understand patterns and evaluate best practices.<\/li><\/ul><p>Playbooks might be set into action by various data-driven triggers. For example, a customer with a low Customer Health Score \u2013 but not quite \u201cescalated\u201d \u2013 may require a very different set of actions.<\/p><p>Regardless, the key to success in these circumstances is leveraging your data and your people the right way to provide the highest value impact to your customers. Data can help identify and initiate the escalation process and even inform the corrective action that needs to be taken. Ultimately, however, Customer Success requires a strategic mixture of data and a human ingredient. 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Businesses now recognize that data drives product development, marketing and sales decisions. Most companies, [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":1870,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[13,19,12],"tags":[],"class_list":["post-1143","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cltv","category-customer-obsession","category-customer_success"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.customerobsessing.com\/es\/wp-json\/wp\/v2\/posts\/1143","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.customerobsessing.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.customerobsessing.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.customerobsessing.com\/es\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.customerobsessing.com\/es\/wp-json\/wp\/v2\/comments?post=1143"}],"version-history":[{"count":0,"href":"https:\/\/www.customerobsessing.com\/es\/wp-json\/wp\/v2\/posts\/1143\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.customerobsessing.com\/es\/wp-json\/wp\/v2\/media\/1870"}],"wp:attachment":[{"href":"https:\/\/www.customerobsessing.com\/es\/wp-json\/wp\/v2\/media?parent=1143"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.customerobsessing.com\/es\/wp-json\/wp\/v2\/categories?post=1143"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.customerobsessing.com\/es\/wp-json\/wp\/v2\/tags?post=1143"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}