Our partnership success depends on your ability to clearly define your success criteria and to align your adoption and use of the platform to the things that are currently the most important to your business.

At ClientSuccess we believe there are 7 core business objectives and reasons why our customers partner with us. Our customers are trying to solve for data democratization, operationalizing their process, driving efficiency, mitigating risk, identifying growth, increasing visibility and scaling with ease and we work to help them utilize our platform to solve for these challenges.

As we kickoff the partnership we work with our customers to determine which of these are their primary area of focus and work on this during onboarding and beyond. We ask all of our customers to select 1-3 of these to start with and prioritize them so we can tackle this work together.

Democratize Data

Data democratization means that everybody has access to data and there are no gatekeepers that create a bottleneck at the gateway to the data. It requires that we accompany the access with an easy way for people to understand the data so that they can use it to expedite decision-making and uncover opportunities for an organization. The goal is to have anybody use data at any time to make decisions with no barriers to access or understanding.

Operationalize Process

Customers will leverage technology to help them execute the processes that they have developed. Siloed spreadsheets, private Trello boards, Evernote, etc. make it difficult to control how your team is or is not managing your processes and no understanding of what is working. Lack of standardized technology makes iterating difficult and slow. Customer data is at risk if kept in unsanctioned technology.

Drive Efficiency

CSPs across all companies lose time in their day due to insufficient processes or lack of process. ClientSuccess helps frontline CSMs get time back in their day by automating redundant tasks, centralizing data in a meaningful way, streamlining workflows, and prevents them from stopping to think “what do I have to do next.”

Mitigate Risk

CSP’s must have visibility into data signals to help them understand when risk is present in their account and also provide them with the tools and framework to tackle the situation without having to reinvent the wheel. Once meaningful metrics are identified the team should be able to identify patterns to predict behavior.

Identify Growth

Leaders want to quickly identify, manage and execute growth opportunities across their customer base to increase organizational revenue. In order to do this, CSPs need to be able to understand how customers are using the product, where there is partnership risk/health, gleam insight into organizational success and target these customers as part of their growth campaigns.

Increase Visibility

You can’t manage what you can’t measure and in order for leaders to make strong and effective business decisions, they need full visibility into all customer metrics and data. They need to increase visibility for other business stakeholders as well so everyone is marching in the same direction.

Scale with Ease

In an effort to scale your business, you need to build a framework for your team that will support continuity and repeatability to ensure your team knows what to do and when to do it. You will ensure that repeatable processes have some automation built in and that can help your team move quickly to support growth. Be able to identify patterns and elevate data to respond quickly in a proactive manner as well as socialize and share actionable insights across the organization.

Review and Define Your Core Business Objectives

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