Prevent Churn

Your CRM solution may help you predict risk, but how do you ensure that information is used powerfully? Eliminate speculation and learn how to:

  • Address unanticipated challenges early and effectively
  • Secure honest, constructive feedback
  • Reset unrealistic or mismatched expectations
  • Communicate bad news in a way that doesn’t turn the customer off
  • Get customers to increase spend more at renewal time

Drive Adoption

What’s the point of investing valuable time with a customer, and after several months or a year, they are in the same place they started with your solution? We help teams:

  • Quickly identify and engage power users (influence vs. title)
  • Successfully secure buy-in from key stakeholders
  • Identify and track priorities relevant to the customer.
  • Move from being “likeable”, to engage in a way that drives measurable success
  • Use touch points to increase recurring revenue vs. just “going through the motions”.

Cross-Functional Collaboration

How can teams demonstrate value that resonates with peers and leaders internally and garners unquestionable support? Learn how to communicate internally in a way that:

  • Eliminate confusion about how to demonstrate value to customers
  • Create win-win situations with other business partners
  • Create customer success champions amongst your team, as well as subcontractors, and beyond
  • Move initiatives and projects along faster on behalf of customers without being pushy
  • Create synergies between different functions.
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"Everything was good - really liked the discussions and learning from others in the same position." -RealPage CSM
"I can tell you've done research to make the examples and talking points relevant to our product and customers (thank you!)" -RealPage CSM
"I enjoyed this training! There are many moving pieces for CSMs and it's great to have a refresher of everything we do! I enjoyed the different activities (break out group, media, music, whiteboard, etc.) and giving us the space to participate. Also having the discussion with us. You have your agenda, but really acknowledged our responses and rolled with it." -RealPage CSM

“…a successful company strives to keep each customer for life. Therefore, it is based on mutually beneficial long-term relationships and can not be transactional. Thus, there can be no zero-sum games.

Back To School Series: Part 1 of 3 – “Musical Chairs”

Ensure that the tools and systems you have in place aren’t in vain because of poor or misdirected communication across the team. It could cost you millions in recurring revenue. Let’s talk.

“The concept of a strong tribe is built on formidable trust, transparent cooperation, selfless collaboration, and effective communication. Customer success is the discipline of creating and building cohesive, tribe-like cultures amongst your customers and teams. Furthermore, these tenets are important not just in customer success, but in business and in life. That’s what Tribe Strategy represents.”

-Ja’Rod Morris