customer success management is key to b2b cx management · president, customer success, bmc sanders...

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6/20/2018 1 CX NYC 2018 TJ Keitt, Senior Analyst Customer Success Management Is Key To B2B CX Management Sponsored by Confirmit 2 © 2018 Forrester Research, Inc. Reproduction Prohibited Adobe Google ADP Hubspot BMC Software IBM Box Microsoft CA Technologies Oracle Cisco SAI Global Citrix Salesforce DocuSign Tableau Software General Electric Zuora Many companies embrace customer success

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Page 1: Customer Success Management Is Key To B2B CX Management · President, Customer Success, BMC Sanders Slavens Executive VP, Professional Services, Customer Success & Product Support,

6/20/2018

1

CX NYC 2018

TJ Keitt, Senior Analyst

Customer Success Management Is Key To B2B CX Management

Sponsored by Confirmit

2© 2018 Forrester Research, Inc. Reproduction Prohibited

› Adobe › Google

› ADP › Hubspot

› BMC Software › IBM

› Box › Microsoft

› CA Technologies › Oracle

› Cisco › SAI Global

› Citrix › Salesforce

› DocuSign › Tableau Software

› General Electric › Zuora

Many companies embrace customer success

Page 2: Customer Success Management Is Key To B2B CX Management · President, Customer Success, BMC Sanders Slavens Executive VP, Professional Services, Customer Success & Product Support,

6/20/2018

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3© 2018 FORREST ER. REPRODUCT ION PROHIBIT ED.

4© 2018 FORREST ER. REPRODUCT ION PROHIBIT ED.

“A four point improvement in Net Promoter Score

correlates to a 1% increase in shipping volume.”

Page 3: Customer Success Management Is Key To B2B CX Management · President, Customer Success, BMC Sanders Slavens Executive VP, Professional Services, Customer Success & Product Support,

6/20/2018

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5© 2018 Forrester Research, Inc. Reproduction Prohibited

Source: Customer Collaboration Powers B2B Customer Experience

This is achieved through a value exchange

6© 2018 Forrester Research, Inc. Reproduction Prohibited

You need consistency in value definition

Source: “Customer Success Management Is The Key To Outstanding B2B Customer Experiences” Forrester report

Page 4: Customer Success Management Is Key To B2B CX Management · President, Customer Success, BMC Sanders Slavens Executive VP, Professional Services, Customer Success & Product Support,

6/20/2018

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7© 2018 FORREST ER. REPRODUCT ION PROHIBIT ED.

Everyone here affects the customer experience

because you shape perceptions of value.

8© 2018 FORREST ER. REPRODUCT ION PROHIBIT ED.

Page 5: Customer Success Management Is Key To B2B CX Management · President, Customer Success, BMC Sanders Slavens Executive VP, Professional Services, Customer Success & Product Support,

6/20/2018

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9© 2018 FORREST ER. REPRODUCT ION PROHIBIT ED.

Fortunately, we already have a framework

Measurement

Prioritization

Enablement

Research

Culture

Design

10© 2018 Forrester Research, Inc. Reproduction Prohibited

› Constant interaction to foster understanding

› Needs analysis to prioritize improvements

› Frequent conversation to guide design decisions

› Coordination of experience delivery

› Innovative ways to measure the business impact

› Methods to tie customer success to employee success

Page 6: Customer Success Management Is Key To B2B CX Management · President, Customer Success, BMC Sanders Slavens Executive VP, Professional Services, Customer Success & Product Support,

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11© 2018 Forrester Research, Inc. Reproduction Prohibited

This is simply extending CS’s traditional roles

Source: “Customer Success Management Is The Key To Outstanding B2B Customer Experiences” Forrester report

12© 2018 FORREST ER. REPRODUCT ION PROHIBIT ED.

But you have to be willing to take an unknown path.

Page 7: Customer Success Management Is Key To B2B CX Management · President, Customer Success, BMC Sanders Slavens Executive VP, Professional Services, Customer Success & Product Support,

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13© 2018 Forrester Research, Inc. Reproduction Prohibited

“Talk to me again in a year, and I

imagine my organization will

have a different design.”

– Dayton Semerjian, General Manager, Global

Customer Success and Support, CA Technologies

14© 2018 Forrester Research, Inc. Reproduction Prohibited

Our questions for today:

› What are the evolving models for customer success?

› How are customer success practitioners affecting CX?

› How are they proving customer success’s benefits?

› What are the economic models to sustain customer

success?

› What does customer success tell us about CX’s

evolution?

Page 8: Customer Success Management Is Key To B2B CX Management · President, Customer Success, BMC Sanders Slavens Executive VP, Professional Services, Customer Success & Product Support,

6/20/2018

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15© 2018 Forrester Research, Inc. Reproduction Prohibited

Meet the panel

John D’Addario

Director of

Customer Success

Strategy, PTC

Greg Myers

Chief Customer

Officer, Americas &

EMEA, Vice

President, Customer

Success, BMC

Sanders Slavens

Executive VP,

Professional

Services, Customer

Success & Product

Support, IBM

Collaboration

Portfolio

Thank youTJ Keitt

+ 617.613.6403

[email protected]

@tjkeitt

For further reference

How To Build A Customer

Success Program

The Five Things You Need To

Effectively Deliver Customer

Success