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Why Customer Success
Without Cultural Adoption =
Failure
Presented by Satrix Solutions
PRODUCED BYPRODUCED BY
SatrixSolutions.com
480.773.6120
@satrixsolutions
satrix-solutions-llc.
Evan Klein, Founder & President
Heather TimneyChristian Muma Russ Vaughan
PRODUCED BYPRODUCED BY
http://blogs-images.forbes.com/suntrust/files/2017/01/Men-pushing-puzzle-pieces-1200x750.jpg?width=480&height=0
Align Your Organization for Success
Requirements for a Truly
Customer-Centric Culture
@SatrixSolutions
PRODUCED BYPRODUCED BY
Undeveloped
Initiating
Emerging
Sophisticated
World-class
Satrix Solutions Customer Experience
Maturity Model
@SatrixSolutions
PRODUCED BYPRODUCED BY
Senior Leaders Must Model Desired Behaviors
Ideas to Take BackKey Points
• The ideal customer experience - defined
• C-suite must walk the walk
• Treat employees the way you want
customers treated
• Frequent conversations about the
importance of the customer experience
• Encourage leaders to directly engage with customers (In-
person meetings, Customer Advisory Board, Executive
Sponsor Program)
• Business leaders should often ask: “How does this improve
the customer experience?” – allocate resources appropriately
• Conduct an Interdepartmental Survey to assess teamwork
and unity
• Have executives send emails and notes to employees who
have gone above and beyond
@SatrixSolutions
PRODUCED BYPRODUCED BY
Obtain Reliable KPI’s to Show Consistent
Progress
Ideas to Take BackKey Points
• You can’t manage what you can’t
measure
• Many people are driven by data /
analytics
• Identify where gaps exist + where
successes can be replicated
• Institute formal customer feedback programs; share the
data & feedback broadly
• Identify the right Key Performance Indicators (KPIs) for
your company and make it part of the lexicon
• Clearly show how improvements in customer
satisfaction, retention, and CLV drive revenue growth
• Use the unstructured verbatim feedback from your VoC
program to underscore the good and not so good
@SatrixSolutions
PRODUCED BYPRODUCED BY
Cultivate Engaged and Empowered Employees
Ideas to Take BackKey Points
• Engaged employees are more likely stay
and deliver better service
• All staff members should understand the
role they play
• Remove unnecessary obstacles so
people can do their jobs effectively
• Map the customer journey so everyone knows how they
impact the customer experience
• Provide ongoing coaching and training on CX
• Show a willingness to listen to employees by conducting
internal Employee Opinion Surveys
• Give employees flexibility to do what’s best for the
customer, even if it’s not always the most profitable
@SatrixSolutions
PRODUCED BYPRODUCED BY
Stories are a Powerful Way to Convey Desired
Actions
Ideas to Take BackKey Points
• Effective communication boosts buy-
in and motivates employees to do the
right thing
• Consistent reminders and validation
are vital
• Harvest stories by reviewing survey feedback and social
media
• Share details of wins, up-sells, examples of someone going
above and beyond (Team huddles, All-staff meetings,
Intranet)
• Discuss how specific improvements emanated from
customer feedback
• (Unattributed) negative stories can serve as ‘teachable
moments’
@SatrixSolutions
PRODUCED BYPRODUCED BY
Reward & Recognize Employees
For Supporting Your Customer Success Culture
Ideas to Take BackKey Points
• Acknowledge employees and show
appreciation for desired behaviors
• Reward success; emphasize
accountability
• When an employee does something extraordinary -
celebrate it
• Shout-out in team huddles, spot bonus programs,
customer spotlights, peer recognition, etc.
• Consider tying a % of variable comp to retention or NPS
@SatrixSolutions
PRODUCED BYPRODUCED BY
An executive team that ‘walks the walk’
Methods to systematically and accurately measure customer satisfaction
A willingness to occasionally sacrifice profits for the customer experience
The resolve to hold staff accountable and recognize / reward success
Ongoing reinforcement of the right behaviors through story-telling
Engaged & empowered employees who are united in their commitment to CS
Widespread recognition of the goal and what’s needed to achieve it
Takeaways for Success
@SatrixSolutions
PRODUCED BYPRODUCED BY
Get in Touch with Me:
480.773.6120
Evan@satrixsolutions.com
www.linkedin.com/in/evanbklein
SatrixSolutions.com
Evan Klein, Founder & President
Questions?
@SatrixSolutions

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Satrix Solutions 2017 Customer Success Summit Presentation

  • 1. PRODUCED BY Why Customer Success Without Cultural Adoption = Failure Presented by Satrix Solutions
  • 2. PRODUCED BYPRODUCED BY SatrixSolutions.com 480.773.6120 @satrixsolutions satrix-solutions-llc. Evan Klein, Founder & President Heather TimneyChristian Muma Russ Vaughan
  • 3. PRODUCED BYPRODUCED BY http://blogs-images.forbes.com/suntrust/files/2017/01/Men-pushing-puzzle-pieces-1200x750.jpg?width=480&height=0 Align Your Organization for Success Requirements for a Truly Customer-Centric Culture @SatrixSolutions
  • 4. PRODUCED BYPRODUCED BY Undeveloped Initiating Emerging Sophisticated World-class Satrix Solutions Customer Experience Maturity Model @SatrixSolutions
  • 5. PRODUCED BYPRODUCED BY Senior Leaders Must Model Desired Behaviors Ideas to Take BackKey Points • The ideal customer experience - defined • C-suite must walk the walk • Treat employees the way you want customers treated • Frequent conversations about the importance of the customer experience • Encourage leaders to directly engage with customers (In- person meetings, Customer Advisory Board, Executive Sponsor Program) • Business leaders should often ask: “How does this improve the customer experience?” – allocate resources appropriately • Conduct an Interdepartmental Survey to assess teamwork and unity • Have executives send emails and notes to employees who have gone above and beyond @SatrixSolutions
  • 6. PRODUCED BYPRODUCED BY Obtain Reliable KPI’s to Show Consistent Progress Ideas to Take BackKey Points • You can’t manage what you can’t measure • Many people are driven by data / analytics • Identify where gaps exist + where successes can be replicated • Institute formal customer feedback programs; share the data & feedback broadly • Identify the right Key Performance Indicators (KPIs) for your company and make it part of the lexicon • Clearly show how improvements in customer satisfaction, retention, and CLV drive revenue growth • Use the unstructured verbatim feedback from your VoC program to underscore the good and not so good @SatrixSolutions
  • 7. PRODUCED BYPRODUCED BY Cultivate Engaged and Empowered Employees Ideas to Take BackKey Points • Engaged employees are more likely stay and deliver better service • All staff members should understand the role they play • Remove unnecessary obstacles so people can do their jobs effectively • Map the customer journey so everyone knows how they impact the customer experience • Provide ongoing coaching and training on CX • Show a willingness to listen to employees by conducting internal Employee Opinion Surveys • Give employees flexibility to do what’s best for the customer, even if it’s not always the most profitable @SatrixSolutions
  • 8. PRODUCED BYPRODUCED BY Stories are a Powerful Way to Convey Desired Actions Ideas to Take BackKey Points • Effective communication boosts buy- in and motivates employees to do the right thing • Consistent reminders and validation are vital • Harvest stories by reviewing survey feedback and social media • Share details of wins, up-sells, examples of someone going above and beyond (Team huddles, All-staff meetings, Intranet) • Discuss how specific improvements emanated from customer feedback • (Unattributed) negative stories can serve as ‘teachable moments’ @SatrixSolutions
  • 9. PRODUCED BYPRODUCED BY Reward & Recognize Employees For Supporting Your Customer Success Culture Ideas to Take BackKey Points • Acknowledge employees and show appreciation for desired behaviors • Reward success; emphasize accountability • When an employee does something extraordinary - celebrate it • Shout-out in team huddles, spot bonus programs, customer spotlights, peer recognition, etc. • Consider tying a % of variable comp to retention or NPS @SatrixSolutions
  • 10. PRODUCED BYPRODUCED BY An executive team that ‘walks the walk’ Methods to systematically and accurately measure customer satisfaction A willingness to occasionally sacrifice profits for the customer experience The resolve to hold staff accountable and recognize / reward success Ongoing reinforcement of the right behaviors through story-telling Engaged & empowered employees who are united in their commitment to CS Widespread recognition of the goal and what’s needed to achieve it Takeaways for Success @SatrixSolutions
  • 11. PRODUCED BYPRODUCED BY Get in Touch with Me: 480.773.6120 Evan@satrixsolutions.com www.linkedin.com/in/evanbklein SatrixSolutions.com Evan Klein, Founder & President Questions? @SatrixSolutions