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Reducing Churn with Proven
Monetization
Shai	
  Rybak
• VP,	
  Customer	
  Success	
  at	
  Clicktale
• Many	
  many years	
  at	
  Pointofsale,	
  Retalix and	
  NCR
• Background	
  in	
  Software	
  Engineering	
  and	
  Professional	
  Services	
  
• Two	
  years	
  ago	
  discovered	
  the	
  SaaS	
  world	
  and	
  fell	
  in	
  love
• Clicktale	
  reveals	
  consumer	
  behavior	
  of	
  the	
  digital	
  conversation,	
  
delivering	
  insights to	
  delight	
  customers	
  and	
  create	
  more	
  value
• 230+	
  employees	
  in	
  San	
  Francisco,	
  Tel-­‐Aviv	
  and	
  London
• We	
  have	
  been	
  doing	
  this	
  since	
  2016,	
  with	
  great	
  focus	
  in	
  enterprise	
  
companies	
  over	
  the	
  last	
  2	
  years
4Confidential
Why do visitors churn on the route from Manchester-London?
SaaS	
  success	
  keys
Acquiring
customers
Monetizing
customers
Retaining
customers
Clicktale	
  success	
  keys
Acquiring	
  
customers
Monetizing	
  
customers
Retaining	
  
customers
Analyze	
  
behavior
Implement	
  
change
Re-­‐analyze Monetize
Clicktale	
  success	
  keys
Our	
  specific	
  challenge
reveals	
  consumer	
  behavior	
  of	
  the	
  digital	
  conversation,	
  
delivering	
  insights to	
  delight	
  customers	
  and	
  create	
  more	
  value
Delivering insights: how do you measure the implementation of those insights
and their contribution to the customer’s business?
Our	
  specific	
  challenge
We	
  are	
  as	
  strong	
  as	
  our	
  champion	
  is	
  in	
  his	
  organization.	
  This	
  champion	
  
has	
  to	
  implement	
  our	
  recommendations.
Best	
  practices	
  -­‐ mindset
• Consultants	
  assigned	
  to	
  customers
• This	
  is	
  our	
  main	
  value	
  channel,	
  providing	
  actionable	
  insights
• Deliverables	
  are	
  monetized,	
  providing	
  the	
  champion	
  a	
  clear	
  reason	
  to	
  implement	
  
them
• Push	
  for	
  adoption	
  and	
  self	
  usage	
  by	
  customer
• Track	
  our	
  champion
• Make	
  our	
  champion	
  shine
• Change	
  in	
  champion’s	
  role	
  immediately	
  increases	
  the	
  risk	
  of	
  churn
• Work	
  to	
  continuously	
  find	
  new	
  champions	
  in	
  other	
  business	
  units
• Work	
  up	
  the	
  organizational	
  ladder	
  and	
  present	
  executive	
  
summaries
Best	
  practices	
  -­‐ systems
• Using	
  Sales	
  Force,	
  Jira	
  and	
  Totango
• Totango	
  Success	
  Plays	
  for:
• Running	
  behind	
  on	
  deliverables
• Usage	
  of	
  key	
  modules	
  by	
  our	
  champion	
  is	
  trending	
  down
Best	
  practices	
  -­‐ systems
Customer	
  story
• Canadian	
  telco	
  operator
• Champion	
  would	
  block	
  our	
  progress	
  by	
  not	
  allowing	
  to	
  
provide	
  insights	
  and	
  at	
  the	
  same	
  time	
  would	
  not	
  use	
  the	
  
system
• Worked	
  upward:	
  provided	
  business	
  insights	
  to	
  her	
  
manager	
  at	
  no	
  cost	
  and	
  resold	
  him	
  the	
  value	
  proposition
• Worked	
  sideward:	
  by	
  getting	
  new	
  focal	
  points	
  and	
  
turning	
  them	
  into	
  new	
  champions
• Customer	
  is	
  happy	
  and	
  will	
  be	
  upselling
Take-­‐away
• If	
  you	
  are	
  delivering	
  a	
  SaaS	
  B2B	
  solution,	
  your	
  champion	
  is	
  key	
  to	
  
success
• Consulting	
  is	
  a	
  practice	
  that	
  can	
  nicely	
  co-­‐exist	
  with	
  Customer	
  Success
THANK YOU

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Reducing Churn with Proven Monetization

  • 1. Reducing Churn with Proven Monetization
  • 2. Shai  Rybak • VP,  Customer  Success  at  Clicktale • Many  many years  at  Pointofsale,  Retalix and  NCR • Background  in  Software  Engineering  and  Professional  Services   • Two  years  ago  discovered  the  SaaS  world  and  fell  in  love
  • 3. • Clicktale  reveals  consumer  behavior  of  the  digital  conversation,   delivering  insights to  delight  customers  and  create  more  value • 230+  employees  in  San  Francisco,  Tel-­‐Aviv  and  London • We  have  been  doing  this  since  2016,  with  great  focus  in  enterprise   companies  over  the  last  2  years
  • 4. 4Confidential Why do visitors churn on the route from Manchester-London?
  • 6. Clicktale  success  keys Acquiring   customers Monetizing   customers Retaining   customers Analyze   behavior Implement   change Re-­‐analyze Monetize
  • 8. Our  specific  challenge reveals  consumer  behavior  of  the  digital  conversation,   delivering  insights to  delight  customers  and  create  more  value Delivering insights: how do you measure the implementation of those insights and their contribution to the customer’s business?
  • 9. Our  specific  challenge We  are  as  strong  as  our  champion  is  in  his  organization.  This  champion   has  to  implement  our  recommendations.
  • 10. Best  practices  -­‐ mindset • Consultants  assigned  to  customers • This  is  our  main  value  channel,  providing  actionable  insights • Deliverables  are  monetized,  providing  the  champion  a  clear  reason  to  implement   them • Push  for  adoption  and  self  usage  by  customer • Track  our  champion • Make  our  champion  shine • Change  in  champion’s  role  immediately  increases  the  risk  of  churn • Work  to  continuously  find  new  champions  in  other  business  units • Work  up  the  organizational  ladder  and  present  executive   summaries
  • 11. Best  practices  -­‐ systems • Using  Sales  Force,  Jira  and  Totango • Totango  Success  Plays  for: • Running  behind  on  deliverables • Usage  of  key  modules  by  our  champion  is  trending  down
  • 13. Customer  story • Canadian  telco  operator • Champion  would  block  our  progress  by  not  allowing  to   provide  insights  and  at  the  same  time  would  not  use  the   system • Worked  upward:  provided  business  insights  to  her   manager  at  no  cost  and  resold  him  the  value  proposition • Worked  sideward:  by  getting  new  focal  points  and   turning  them  into  new  champions • Customer  is  happy  and  will  be  upselling
  • 14. Take-­‐away • If  you  are  delivering  a  SaaS  B2B  solution,  your  champion  is  key  to   success • Consulting  is  a  practice  that  can  nicely  co-­‐exist  with  Customer  Success