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Home Blog Customer Success

Customer Success

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Workflow and BPM Process Improvement Engineering Project Management HR Management Tallyfy Case Studies
  • Nov 6, 2023 · Amit Kothari · Customer Success

    Feedback loops that fix what is broken

    Feedback loops only work when you close them. Bill Gates called unhappy people your greatest source of learning, yet 60-80% never respond to feedback surveys. Learn how to gather, analyse, and act on feedback so it drives real change.

    customer experiencecustomer satisfactioncustomer-successcontinuous improvementcustomer-retentioncustomer-loyalty
  • Nov 16, 2017 · Amit Kothari · Customer Success

    Voice of the Customer: Definition, Benefits and Tips

    Aberdeen Group research shows Voice of the Customer programs drive 55% higher retention. Learn strategies to capture and act on feedback across every touch point.

    customer datacustomer experiencemarket researchvoice of the customer
  • Oct 11, 2017 · Amit Kothari · Customer Success

    Service process types that shape how work gets done

    A service process defines whether people get a great experience or a frustrating one. Britannica research confirms line operations are the easiest to automate, while job shop and intermittent operations each demand different design approaches.

    customer delightcustomer experiencecustomer serviceLine operationsService Process
  • Sep 27, 2017 · Amit Kothari · Customer Success

    The Omni-Channel Experience: Definition and 5 Examples

    The omni-channel experience unifies all customer touchpoints across online, mobile, and physical stores into one consistent interaction. Starbucks, Sephora, Bank of America, and UPMC with 80,000 employees across 30 hospitals prove it works in five industries, but only when companies research what customers actually need first.

    advertisingcross-channel marketingcustomer experiencemulti-channel customer experienceomni-channel marketing
  • Sep 13, 2017 · Amit Kothari · Customer Success

    Why Hope is Not a Strategy for Effective Customer Onboarding

    Donna Weber reveals why hope is not a strategy for customer onboarding. ServiceSource research shows users not loyal within 90 days have less than 10 percent chance of ever staying.

    customer-onboardingonboarding stretegyorchestrated customer journey
  • Aug 28, 2017 · Amit Kothari · Customer Success

    How to Use The 6 Stages of the Customer Buying Process

    The buying process has six stages that people go through before any purchase. Research by 6sense shows 70 to 90 percent of this journey happens before a buyer ever talks to a seller. Philip Kotler popularized this framework, and each stage requires a different marketing and sales strategy to move prospects forward.

    buying processcustomer acquisitioncustomer journey trackingcustomer satisfaction
  • Jun 11, 2017 · Amit Kothari · Customer Success

    How to build a buyer experience that sticks

    Nielsen research shows 92 percent of people trust personal recommendations over any ad. Great buyer experiences are built through deliberate process design across every stage from first contact to post-sale support.

    customer experiencecustomer servicecustomer-journey
  • Jun 8, 2017 · Amit Kothari · Customer Success

    High-Value Customer: Definition, Acquisition & Retention

    A high-value customer drives the bulk of business value. Vilfredo Pareto's 80/20 principle shows that the top 20 percent of buyers typically generate 80 percent of revenue, referrals and advocacy. Retaining these accounts through expectation-setting and proactive engagement costs 5 to 7 times less than acquiring new ones.

    customer valuecustomer-churnhigh value customerlow value customer
  • May 26, 2017 · Amit Kothari · Customer Success

    How to onboard new people into your business

    Bain research found a 5 percent retention increase can boost profits 25 to 95 percent. Four onboarding steps build lasting relationships: welcome people personally, understand their expectations, set milestones together, and follow up after thirty days. Structure beats improvisation for long-term retention.

    benefits of onboardingclient-onboardingcustomer-onboarding-processhow to do onboardingonboarding clientsonboarding guide
  • May 25, 2017 · Amit Kothari · Customer Success

    Customer Value: What is Customer Value and How to Create It?

    Customer value is the perceived gap between benefits received and total cost. Guy Kawasaki argues that providing enough value earns the right to grow your business. The Customer Value equation, Benefits minus Cost, can be influenced through better processes, audience segmentation, and focused relationship building.

    creating a UVPcustomer lifetime valuecustomer satisfactioncustomer valuevalue proposition
  • May 14, 2017 · Amit Kothari · Customer Success

    Tips to improve customer delight with knowledge base software

    Knowledge base software reduces support ticket volume and builds the trust signals that Wordstream research identifies as essential for purchase decisions. Here is how to build one that truly works for your team and your audience.

    customer delightcustomer servicecustomer supportcustomer-successknowledge baseknowledge base software
  • May 13, 2017 · Amit Kothari · Customer Success

    How to fix your broken client intake process

    Most businesses spend heavily on marketing but fumble the handoff when prospects reach out. Wyzowl research shows over 90 percent of people feel companies could do better at onboarding. A structured client intake process turns initial interest into working relationships.

    client intakeclient onboardingprofessional servicesworkflow automationdefinitions
  • Apr 23, 2017 · Amit Kothari · Customer Success

    What is buyer success and why it matters

    Buyer success means the people who pay you achieve their desired outcome through every interaction with your company. Jason Lemkin of SaaStr estimates 90 percent of revenue lives in the post-sale relationship. It is proactive and requires careful process design.

    customer acquisitioncustomer success managementcustomer success modelcustomer-churncustomer-retentioncustomer-success
  • Apr 17, 2017 · Amit Kothari · Customer Success

    What onboarding means and why it matters

    Onboarding turns a new buyer into a confident product user. Gartner research shows 80 percent of future revenue comes from 20 percent of existing buyers, making structured onboarding essential for retention and revenue.

    customer-churncustomer-onboardingcustomer-retentioncustomer-success
  • Apr 10, 2017 · Amit Kothari · Customer Success

    How experience management drives real loyalty

    PwC found buyers pay up to 16 percent more for better experiences. Experience management is not about surveys or dashboards. It is about designing every interaction so people want to stay, spend more, and tell friends.

    customer experiencecustomer-lifecyclecustomer-journeyCRMcustomer-retentioncustomer satisfaction
  • Apr 2, 2017 · Amit Kothari · Customer Success

    User adoption that sticks without the chaos

    Prosci research shows 70% of software rollouts fail because of people, not technology. Three adoption strategies - Big Bang, Parallel, and Phased - each trade speed for safety differently.

    adoptionchange managementdesign thinkingsoftware-adoption
  • Mar 29, 2017 · Amit Kothari · Customer Success

    Service level agreements that work

    Service level agreements define what providers must deliver across seven components: service description, reliability, responsiveness, reporting, monitoring, penalties, and constraints. Internet service providers first popularized SLAs for uptime commitments.

    sla
  • Mar 20, 2017 · Amit Kothari · Customer Success

    How the buyer lifecycle really works

    The buyer lifecycle is how people move from first contact to loyal advocacy. Adobe research shows repeat buyers drive 3-7 times more revenue per visit, yet without a defined process at each stage, AI will only scale the chaos.

    customer-lifecycledefinition
  • Jan 7, 2017 · Amit Kothari · Customer Success

    What is client onboarding and why it matters

    Client onboarding is the structured process of welcoming new accounts into your business. Gartner research confirms that 80% of future revenue comes from just 20% of existing accounts, making structured onboarding essential for retention and long-term trust.

    client-onboarding
  • Dec 30, 2016 · Amit Kothari · Customer Success

    Why keeping buyers matters more than finding new ones

    Retention beats acquisition every time. Frederick Reichheld at Bain found a 5 percent lift in retention can boost profits by 25 to 95 percent, yet most businesses still chase new leads instead.

    customer-retention
  • Dec 10, 2016 · Amit Kothari · Customer Success

    Customer win report: track, analyze and boost sales

    A customer win report tracks new business wins across 5 key areas including buyer data, deal size, and marketing source. Sam Walton of Walmart said the buyer is the only real boss at any company.

    customer-handovercustomer-handover-reportscustomer-win-reports
  • Dec 10, 2016 · Amit Kothari · Customer Success

    Customer Onboarding Issues & How to Conquer the Top Issues

    Eight common issues hinder customer onboarding, from cookie-cutter approaches and outdated policies to insufficient training and poor follow-up. Filiberto Amati of Amati and Associates stresses that user appreciation is critical to retention. Following up within three days at least five to six times helps prevent early customer abandonment.

    customer-onboarding-problems
  • Dec 10, 2016 · Amit Kothari · Customer Success

    How to map a buyer journey that reduces churn

    Up to 67% of churn happens during onboarding, per Onboard.io research. A mapped buyer journey with repeatable steps turns first impressions into long-term retention and real revenue.

    customer-journeycustomer-journey-mapping
  • Dec 10, 2016 · Amit Kothari · Customer Success

    Customer First Impressions: Why They Matter & How to Improve

    Harvard research shows you have only 7 seconds to make a customer first impression, with 55 percent based on visual cues. Your digital interface with potential buyers typically occurs first.

    customer-first-impressions
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