Help Scout Leadership
MAY 27, 2021
When considering customer success and account management, it’s valuable to consider them as complementary teams rather than interchangeable groups or, worse, competitors. There are a few things that differentiate customer success from account management. What is account management? What is customer success?
15Five
APRIL 16, 2024
Without the best tool to help manage and measure employee engagement, you risk missing out on the benefits of a productive, motivated workforce. However, onboarding the wrong software can result in wasted resources and a minimal impact on key engagement metrics such as retention, absenteeism, and turnover.
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Help Scout Leadership
SEPTEMBER 16, 2021
Pitfall #1: Failing to take into account a solid management layer. A common mistake is to build a budget that accounts for the number of agents you need but doesn’t take into account management costs: Agents need someone to go to when they have a question about how to answer a ticket.
Monday Task Management
MARCH 15, 2022
But every new client brings a challenge — how do you successfully onboard them to achieve both a positive first impression and successful results from your services? Intake forms — when used correctly — make it much easier to smoothly onboard clients. Collecting relevant information during the onboarding process.
Monday Task Management
MARCH 15, 2022
But every new client brings a challenge — how do you successfully onboard them to achieve both a positive first impression and successful results from your services? Intake forms — when used correctly — make it much easier to smoothly onboard clients. Collecting relevant information during the onboarding process.
Help Scout Leadership
SEPTEMBER 21, 2021
For instance, customer success may be responsible for implementation, onboarding, and lifecycle management at some larger companies. At others, customer success specialists are accountable for managing churn and providing essential support. Assist the sales team in driving and managing renewals.
Help Scout Leadership
MAY 12, 2021
To discover why customers are leaving, start by talking to the following folks: Your customer success team or account managers, if you have them. Your finance team, who may be involved with larger account billing. Help customers onboard quickly. Your sales team. Your existing support team.
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