In this edition of our Ask a CSM series, we're chatting with James Kaiser, Customer Success Manager at Moz.
Onboarding content is often an afterthought. Customer Success Managers or Onboarding Specialists will walk customers through a product in a live training, and the information is quickly forgotten, or the customer leaves feeling like they were just completely overloaded. It’s clear that heightened awareness around onboarding as a critical component of the customer lifecycle is changing this, and customers are demanding that companies make them successful. That starts with providing the right information and resources during onboarding. If you’re building out your onboarding program, here are a few things you may want to think about as you plan and create your content.
The onboarding process is a truly unique stage in the customer journey with your product and your company. During this phase, customers are eager to get started with your product or service, and the customer service they receive sets the tone for all future interactions that they'll have with you. Onboarding is a time when your customer support is key and can make or break a user’s opinion of your company. If you are on the fence about whether or not a customer onboarding program is worth the time, effort, and financial investment, this post is here to tell you why it is essential to your company’s success.
In this edition of our Ask a CSM series, we're chatting with Vikki Pope, VP of Client Success, MapAnything.
Planning which conferences to attend next year? For professionals in customer success, customer training, and customer marketing, here's a handy guide to upcoming events.
We'll keep this list updated as we learn more. The conferences that say TBD are based on the month that they were held in 2016, but no 2017 conference dates have been released yet. If we missed any, let us know in the comments!
Recently, I had the pleasure of attending the CEdMA Fall Conference in Wellesley, Massachusetts. CEdMA (Computer Education Management Association) is a professional organization that provides a forum for leaders working in training at technology companies, and hosts bi-annual conferences for its members. Conference sessions covered a variety of topics relevant to the training world - delivery, planning, sales, technology, and organizational trends. The session content, along with meeting so many different training professionals, left me feeling excited to be a part of the training community. Here are my main takeaways from the conference: