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Making Customer Support and
Customer Success Work hand-in-hand
Maxime Prades,
Product Manager, Zendesk
Oren Raboy,
VP Products, Totango
Presenters
Agenda
•  Unifying Customer Service and Customer
Success for a better customer experience
•  Zendesk’s approach to Customer Service
•  Totango’s approach to Customer Success
•  How the integration works
•  Getting started
Working hand-in-hand
•  Deliver insightful, contextual support
•  Proactively engage customers, drive customer value, and
improve product adoption
•  Understand which customers are at risk and need your attention
•  Create a seamless, consistent customer journey
•  Identify and cultivate customer advocates
“Now that I’m also managing worldwide support in addition to
customer success, having integrated customer service and
customer success tools has been invaluable for delivering
positive customer experiences.
Driving real results for
Zendesk’s Approach to
Customer Service
WE WORK WITH COMPANIES OF ALL SIZES ACROSS THE GLOBE TO DELIVER GREAT CUSTOMER SERVICE
Lean agile
deployments
Medium size
deployments
Large scale
deployments
40,000	
  customers	
  
	
  	
  	
  	
  140	
  countries	
  
ZENDESK	
  HELPS	
  
BRING	
  COMPANIES	
  
AND	
  THEIR	
  
CUSTOMERS	
  CLOSER	
  
TOGETHER	
  
PRODUCT	
  
+	
  	
  
PHILOSOPHY	
  
Zendesk	
  is	
  redefining	
  customer	
  service	
  
for	
  today’s	
  tech-­‐savvy	
  customers	
  
Customer	
  service	
  used	
  to	
  be…	
  
	
  
Contextual	
   	
   	
   	
  Personal 	
   	
  	
   	
  Proac;ve	
  
It has become…
Fragmented Generic Reactive
Customer expectations today
Immediate Seamless Personal Responsive
RE-ENGINEERING GREAT SERVICE BY DESIGNING FOR EVERYONE INVOLVED
13
ManagersAgentsCustomers
CUSTOMER
SUPPORT
CUSTOMER
SELF-SERVICE
CUSTOMER
ENGAGEMENT
Totango’s Approach to
Customer Success
What is customer success really?
VALUE
over
customer management
CUSTOMER ACTIONS
over
words
ALL CUSTOMERS
over
high-value customers
ALL USERS
over
buyers and decision makers
REAL-TIME SENSORS
over
historical snapshots
CONTEXTUAL ENGAGEMENT
over
periodic check-ins
The Holy Grail for Customer Success
Impact the leading indicators of
customer health to reduce churn and
maximize revenue
Customer Journey: Understand, Measure, Drive Recurring Value
DECREASE
VALUE
DECREASE
VALUE
CHURN
CHURN
GROW
VALUE
FIRST
VALUE
START
INCREASE
USERS INCREASE
USAGE
EXPAND
FUNCTIONALITY
CHURN
ONGOING
VALUE
Onboarding Adoption Renewal & Upsell
Monitor and listen to your customers in
real-time
ü  Know which customers need
your attention
ü  Know why (so you can diagnose
and take the right action)
ü  Know at the right time (so you can
have an impact)
What you need: Sensors into customer value
1.  The right sensors and data
–  Type of data
–  Type of sensors – real time, transactional, batch
2.  Flexible
–  Explore and answer any question about your customers – on the fly
3.  Open
–  Integration with other systems – bidirectional, API, RT integration
4.  Analytics Actionable Insights
–  Executive dashboard to working lists and drill down
–  Playbooks
5.  Time to value
–  Setup and implementation
–  Ongoing changes
5 things you must have in a Customer Success system
The complete answer for Customer Success
Customer Success
Solution
Methodology and
Best Practices Data Science
ü  Customer journey mapping
ü  Customer segmentation
ü  Customer Success execution models
ü  Customer Success plays
ü  Machine learning
ü  Buy and churn signal analysis
ü  Data science service
ü  Customer monitoring
ü  Predictive health modeling
ü  Customer engagement and
health scoring
ü  CSM action framework
Leader in Customer Success for SaaS and
subscription businesses
2 million accounts | 20 million users
Our Integration
Getting Started
Totango App
Integration
Q&A
Learn More
Zendesk
•  www.zendesk.com
•  www.zendesk.com/blog
•  @Zendesk
Totango
•  www.totango.com
•  blog.totango.com
•  @Totango
Thank You

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Making Customer Success and Customer Support Work Hand-in-hand

  • 1. Making Customer Support and Customer Success Work hand-in-hand Maxime Prades, Product Manager, Zendesk Oren Raboy, VP Products, Totango Presenters
  • 2. Agenda •  Unifying Customer Service and Customer Success for a better customer experience •  Zendesk’s approach to Customer Service •  Totango’s approach to Customer Success •  How the integration works •  Getting started
  • 3. Working hand-in-hand •  Deliver insightful, contextual support •  Proactively engage customers, drive customer value, and improve product adoption •  Understand which customers are at risk and need your attention •  Create a seamless, consistent customer journey •  Identify and cultivate customer advocates
  • 4. “Now that I’m also managing worldwide support in addition to customer success, having integrated customer service and customer success tools has been invaluable for delivering positive customer experiences. Driving real results for
  • 6. WE WORK WITH COMPANIES OF ALL SIZES ACROSS THE GLOBE TO DELIVER GREAT CUSTOMER SERVICE Lean agile deployments Medium size deployments Large scale deployments 40,000  customers          140  countries  
  • 7. ZENDESK  HELPS   BRING  COMPANIES   AND  THEIR   CUSTOMERS  CLOSER   TOGETHER  
  • 8. PRODUCT   +     PHILOSOPHY  
  • 9. Zendesk  is  redefining  customer  service   for  today’s  tech-­‐savvy  customers  
  • 10. Customer  service  used  to  be…     Contextual        Personal        Proac;ve  
  • 11. It has become… Fragmented Generic Reactive
  • 12. Customer expectations today Immediate Seamless Personal Responsive
  • 13. RE-ENGINEERING GREAT SERVICE BY DESIGNING FOR EVERYONE INVOLVED 13 ManagersAgentsCustomers
  • 16. What is customer success really? VALUE over customer management CUSTOMER ACTIONS over words ALL CUSTOMERS over high-value customers ALL USERS over buyers and decision makers REAL-TIME SENSORS over historical snapshots CONTEXTUAL ENGAGEMENT over periodic check-ins
  • 17. The Holy Grail for Customer Success Impact the leading indicators of customer health to reduce churn and maximize revenue
  • 18. Customer Journey: Understand, Measure, Drive Recurring Value DECREASE VALUE DECREASE VALUE CHURN CHURN GROW VALUE FIRST VALUE START INCREASE USERS INCREASE USAGE EXPAND FUNCTIONALITY CHURN ONGOING VALUE Onboarding Adoption Renewal & Upsell
  • 19. Monitor and listen to your customers in real-time ü  Know which customers need your attention ü  Know why (so you can diagnose and take the right action) ü  Know at the right time (so you can have an impact) What you need: Sensors into customer value
  • 20. 1.  The right sensors and data –  Type of data –  Type of sensors – real time, transactional, batch 2.  Flexible –  Explore and answer any question about your customers – on the fly 3.  Open –  Integration with other systems – bidirectional, API, RT integration 4.  Analytics Actionable Insights –  Executive dashboard to working lists and drill down –  Playbooks 5.  Time to value –  Setup and implementation –  Ongoing changes 5 things you must have in a Customer Success system
  • 21. The complete answer for Customer Success Customer Success Solution Methodology and Best Practices Data Science ü  Customer journey mapping ü  Customer segmentation ü  Customer Success execution models ü  Customer Success plays ü  Machine learning ü  Buy and churn signal analysis ü  Data science service ü  Customer monitoring ü  Predictive health modeling ü  Customer engagement and health scoring ü  CSM action framework
  • 22. Leader in Customer Success for SaaS and subscription businesses 2 million accounts | 20 million users
  • 27. Q&A
  • 28. Learn More Zendesk •  www.zendesk.com •  www.zendesk.com/blog •  @Zendesk Totango •  www.totango.com •  blog.totango.com •  @Totango