Home » CS Technology & Analytics » [INFOGRAPHIC] 10 Tips For Customer Success Automation

× Share this Article

Facebook
Twitter
Work Email
LinkedIn

[INFOGRAPHIC] 10 Tips For Customer Success Automation

May 29, 2017 Amity Team

Share this Article
Facebook
Twitter
Work Email
LinkedIn

Sure, Customer Success Managers can do pretty much anything - they’re the real superheroes of SaaS. But there’s a price to pay for the “duct tape” approach to Customer Success: your processes are chaotic, manual, ad-hoc, they depend on people and relationships, and they’re usually not scalable.

Automation empowers Customer Success Managers to do what they’re good at, so here are 10 quick tips to get started with Customer Success automation.

10 Tips for Customer Success Automation

About the Author

Amity provides the world's most powerful Customer Success software. Amity, senses changes in customer health or rhythms, recommends the right actions and measures effectiveness. The combination of real-time playbooks, intelligence and automation helps customer success organizations scale quickly and efficiently.
Follow on Twitter More Content by Amity Team

Operationalizing a High Volume Onboarding Team

Do you think it’s impossible to set-up an efficient, consulting focused onboarding program for your smalles...

Segmenting Your Customer Base to Scale

To scale your Customer Success team, you will need to segment your customers and apply the appropriate enga...

Work Email

First Name

Notification Frequency

Boom! You're All Set

Error - something went wrong!

No thanks

Other content in this Stream

Customer Success Metrics

[INFOGRAPHIC] 10 Tips For Customer Success Automation

About the Author

Previous Article

Next Article

Other content in this Stream

Tracking the proper metrics is essential in understanding how your business is performing. Having proper data, reports and a recurring cadence for analyzing these reports is necessary if you want to..

Reaching new customers has never been an easy job. It is extremely important to make sure that the customers you’ve already attracted to your company stay with your company

To ensure that you continue to drive meaningful experiences through customer interactions, you need to identify the key customer touchpoints that provide the most value for your company.

While being in early stages of determining market fit is extremely exciting, measuring and understanding where things are working can also be just as nerve-wracking.

When it comes to important customer success metrics, you should look customer health score and the other conventionally important customer success metrics.

Amity's email templates and rules engine are the power couple of proactive Customer Success Management. Learn how to create beautiful email templates to drive adoption and reduce churn at scale.

What's new on the Amity Customer Success platform? Take a look below for a detailed rundown of Amity's newest features and product improvements.

Tracking customer engagement can be tricky, how do you give engagements a value when users can reach out for positive or negative reasons? We asked our CCO about the absolute value of engagement.

One reason why Customer Success teams pay close attention to NPS is that it can indicate an existing risk of churn. Yet, there’s more you can do to power up your Customer Health Score and NPS program.

This post will explain how to calculate a Customer Maturity Index, how to design a comprehensive framework to combine insights, and how to develop playbooks to address customers’ needs based on them.

This post explains how the concept of Customer Maturity is the natural next phase along the evolution of the Customer Success profession.

Most Customer Success organizations are missing a important dimension when segmenting their customers: the maturity of the customer, which we call the Customer Maturity Index (CMI).

In Customer Success, setting trap wires to notify you when your customer isn’t doing so well can save you lots of time, and lots of pain. Your early warning system should reflect what matters to you.

Do you think it’s impossible to set-up an efficient, consulting focused onboarding program for your smallest SaaS customers? Think again.

To scale your Customer Success team, you will need to segment your customers and apply the appropriate engagement model.

A key performance indicator is a measurement of your team’s most essential goals and objectives. Take a look at these general guidelines on building your own KPIs for your Customer Success team.

Paired with well-defined high-touch and low-touch engagement models, a reliable account segmentation model allows Customer Success Managers’ time and attention to be where it needs to be.

As with anything, you need to look at what’s right for your business, team, and customer base, but here are some core metrics and data points that if you are not already tracking, you should be!

When a customer-centric organization is taking shape, everyone should formulate a mindset to simply ask themselves on a daily basis – “What is my contribution to ‘customer’ today?”

Designing an actionable customer health model is imperative to delivering efficient Customer Success. Here are 6 steps to creating or defining your own customer health model.