Your 90-Day Customer Success Priorities w/ Sara Masson

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This is a podcast episode titled, Your 90-Day Customer Success Priorities w/ Sara Masson. The summary for this episode is: <p><a href="https://www.linkedin.com/in/sarajmasson/">Sara Masson,</a> Director of CS at Loopio, jumps on the podcast to talk about what her team has accomplished over the past 90 days. And It Is quite a list!<br><br>In just three months, the team managed to:<br><br>-Build and launch a comprehensive, thoughtful, full lifecycle customer sentiment program<br>-Build the habit of proactive insights with annual calls to plan for the year ahead<br>-Define, document, and implement three unique customer teams<br>-Begin tracking customer journey elements clearly in Gainsight<br>-Build the habit of tracking key retention plays in Salesforce<br>-Adopt CPQ to streamline and scale our processes<br>-Find new thoughtful ways to partner with the Professional Services and Onboarding team to deliver huge impact value throughout the entire customer lifecycle<br><br>--<br>If you want to join the discussion with thousands of other customer success leaders, join Gain Grow Retain: <a href="http://gaingrowretain.com/">http://gaingrowretain.com/</a><br><br>This podcast is brought to you by Jay Nathan and Jeff Breunsbach...<br><br>Jay Nathan: <a href="https://www.linkedin.com/in/jaynathan/">https://www.linkedin.com/in/jaynathan/</a><br>Jeff Breunsbach: <a href="https://www.linkedin.com/in/jeffreybreunsbach">https://www.linkedin.com/in/jeffreybreunsbach</a><br><br><br><br></p>

DESCRIPTION

Sara Masson, Director of CS at Loopio, jumps on the podcast to talk about what her team has accomplished over the past 90 days. And It Is quite a list!

In just three months, the team managed to:

-Build and launch a comprehensive, thoughtful, full lifecycle customer sentiment program
-Build the habit of proactive insights with annual calls to plan for the year ahead
-Define, document, and implement three unique customer teams
-Begin tracking customer journey elements clearly in Gainsight
-Build the habit of tracking key retention plays in Salesforce
-Adopt CPQ to streamline and scale our processes
-Find new thoughtful ways to partner with the Professional Services and Onboarding team to deliver huge impact value throughout the entire customer lifecycle

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If you want to join the discussion with thousands of other customer success leaders, join Gain Grow Retain: http://gaingrowretain.com/

This podcast is brought to you by Jay Nathan and Jeff Breunsbach...

Jay Nathan: https://www.linkedin.com/in/jaynathan/
Jeff Breunsbach: https://www.linkedin.com/in/jeffreybreunsbach