Boosting CSM Efficiency Through Centralized Data Management

Centralizing customer data drastically improves CSM efficiency and trust in data. Matt Kaplon, Director of Customer Success at Indeed, shares practical strategies for reducing time spent on data retrieval, enhancing customer interactions, and driving better business outcomes.

Click here to watch the interview on YouTube!

𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒

- Implementing a unified data platform to reduce time spent searching for information.
- Ensuring consistent data calculation methodologies to enhance trust and reliability.
- Strategies to reallocate CSM time from internal processes to customer-centric activities.

𝐀𝐁𝐎𝐔𝐓 𝐎𝐔𝐑 𝐆𝐔𝐄𝐒𝐓

Matt Kaplon is a Director of Client Success at the world’s number 1 jobsite, Indeed.com. He has 10 years of experience working in Client Success, and has spent the last 3 years leading teams of Client Success professionals working with some of the world’s largest employers.

🔗 You may connect with Matt via LinkedIn.

𝐔𝐒𝐄𝐅𝐔𝐋 𝐋𝐈𝐍𝐊𝐒

📑 Read: Building a Proactive Data-Driven Customer Success Engagement

⏬ Download: How to Turn Customer Data Into Outcomes

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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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Chapters

• 0:00 Intro
• 1:39 Company Overview
• 4:11 Team Structure
• 6:55 Hiring specialists for customer segments
• 8:51 Initial Challenges
• 10:58 Impact of challenges on CSMs and efficiency
• 13:13 Trust Issues with Data Accuracy
• 14:50 Impact Without Any Changes
• 16:34 Start of Data Management Initiative
• 17:38 Results from Pilot Project
• 19:39 Why Pilot Projects
• 20:49 Best Practices
• 23:09 Recommended Resources