CSM Practice - The Customer Success Podcast
Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!
CSM Practice - The Customer Success Podcast
Fundamental Steps to Creating Powerful Customer Success Processes
Documenting a business process can take many forms. However, coming up with a consistent approach to process documentation brings about many benefits for CS Ops managers.
Pedro Candelas, Senior Customer Success Operations Manager at Elastic, is a former industrial engineer. Before becoming a CS OPS manager, he accumulated a decade of professional experience in documenting and optimizing business processes.
Pedro discussed how he documents customer success processes in this podcast. He shares examples, critics workflow diagrams, and shares his own template which can be downloaded below.
Check out the conversation:
- Process documentation Definition
- Process documentation best practices
- Step by step on documenting the process
- Process documentation templates
- Difference between business process and system process
- Who is accountable for approving the Process Documentation once completed
- Next steps when the process documentation is finalized
- How to make new processes get adopted
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Additional Resources:
📑 Read: Productivity Tips For Customer Success Teams – PART 1
http://bitly.ws/s62b
📑 Read: Productivity Tips For Customer Success Teams – PART 2
http://bitly.ws/s625
🎥 Video: Scaling Customer Success with PRODUCTIVITY TOOLS
http://bitly.ws/s62n
⏬ Download: Process Documentation and Reengineering in Customer Success
https://bit.ly/3wK6Qm9
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Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:
1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here
2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here
3. Build Your CS Strategy — If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here
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