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How to Build an End-to-End Process for Defining and Delivering on Outcomes
The document outlines strategies for building an end-to-end customer success process, focusing on capturing client objectives and improving retention and expansion rates. It emphasizes the importance of structured success plans, tracking metrics, and leveraging technology to monitor account health and risks. Key results include a significant reduction in red accounts, improved customer satisfaction, and increased account retention revenue.
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Focus on capturing client objectives, tracking progress, and delivering value to enhance retention and expansion.
Highlight key performance improvements: 33% reduction in red accounts, 10% increase in satisfaction, and 20% retention growth.
Focus on onboarding, adoption, and outcomes realisation to ensure customer satisfaction and expansion opportunities.
Utilization of technology for prescriptive execution, segmentation, and defining success plans for various customer types.
Tactics for converting account health from red to green, establishing governance, and implementing strategies to achieve performance objectives.
Strategies for assessing adoption readiness, planning and executing enablement strategies to enhance user adoption.
Establishing SMART goals for KPI tracking and governance, leading to significant revenue increases.
Implementing tiered service offerings and measuring customer success impact, including revenue upside from service enhancements.
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How to Build an End-to-End Process for Defining and Delivering on Outcomes
- 1. 201 8 Melanie Brittingham Customer SuccessManager How to Build an End-to-End Process for Defining and Delivering Outcomes Chris Eastman Sr. Staff Customer Success Manager
- 2. © Copyright 2017,Gainsight, Inc., All rights reserved Success Planning Capture client objectives and track progress as you help your customers achieve them Solution: • Capture customer objectives in pre- sales processes and hand-off to services and success • Deliver on objectives throughout customer journey and review progress at quarterly business reviews • Scale process with success plans and automated PowerPoint exports • Monitor progress towards goal attainment by tracking completion of customer objectives KPI: Retention, Expansion Current Challenge: We do a poor job of capturing our customers desired outcomes and prescriptively delivering value Required: Outcomes Suggested Add-ons: Sharing Sp 11 Success Planning
- 3. 201 8 CUSTOMER SUCCESS IMPACT& RESULTS 33% REDUCTION Red Accounts 10% IMPROVEMENT Customer Satisfaction 20% IMPROVEMENT Account $ Retention
- 4. 201 8 Onboarding Services: Benchmark &monitor account health, define governance & outcomes Adoption Enablement Services: Develop strategies to promote effective use of solution Outcomes Delivery Services: Track/measure results and drive business value realization 1 2 3 CUSTOMER SUCCESS FOCUS & METHODOLOGY Outcomes AttainmentAdoption Customer Satisfaction
- 5. 201 8 CUSTOMER SUCCESS ANDTHE CUSTOMER LIFECYCLE ONBOARDING ADOPTION ENABLEMENT OUTCOME REALIZATION $ Expansion Opportunity $ Expansion Opportunity $ Expansion Opportunity
- 6. 201 8 PRESCRIPTIVE EXECUTION, SUPPORTEDBY TECHNOLOGY Prescriptive approaches, aligned to the customer lifecycle INSIGHTS & REPORTS Visibility into account health and risks OBJECTIVES & CTAsSUCCESS PLANS & PLAYBOOKS Execution management and tracking Automated in Gainsight Customer Success Platform
- 7. 201 8 SEGMENTATION DEFINES WHICHSUCCESS PLANS TO USE Insights & reports inform account segmentation
- 8. 201 8 Retention Plan AdoptionPlan Expansion Plan Success Plan Types Risk Registry Preparation Performance Renewal New Advocacy Playbooks Commercial, Product, Project, Support, Adoption Governance, Outcomes, Communications, Training, Utilization Service Renewal, Software Renewal Software Expansion, Software Migration Success Story Scenario For all High, Medium and Low value customers to execute retention/remediation activities. For High and Medium value customers with a paid engagement to define and deliver against adoption goals. Executing these activities with unpaid/contracted engagements requires approval. For all High, Medium and Low value customers to execute renewal, expansion, or advocacy opportunities. When Define key steps to mitigating commercial, project, product, support, or adoption health concerns- leverage when account health is at risk. Define key steps to mitigating adoption and outcomes concerns- leverage when Assessing/Tracking Performance Define key steps to renewing existing subscriptions, identifying new opportunities for growth, or success stories- leverage when account health is healthy SUCCESS PLANS DEFINE WHICH PLAYBOOKS TO USE Retention, adoption and expansion plans prescribe standard operating procedures
- 9. Customer Success StoryVideo: Link here
- 10. 201 8 ACCOUNT HEALTH REMEDIATION1 Methodicallyresolved risks to convert account health from red to green in <6 mo.
- 11. 201 8 GOVERNANCE ALIGNMENT1 Established effectivecommunication cadence and escalation pathways
- 12. 201 8 Increase Production Efficiencyby 5% YOY Decrease Equipment Downtime Improve Operator Productivity Improve Site Performance Losses Improve Yield / Reduce Waste & Rework ObjectivesTasks Improve Visibility to Downtime Data Collect Data Automatically from Legacy Equipment Improve Predictive Maintenance Capability Train Operators on How to Leverage Productivity Solutions Train Operators on How to Leverage Productivity Solutions Train Management on How to Leverage Productivity Solutions Reduce Amount of Manual Entry / Improve Automation Improve Overall Awareness Across Teams and Functions Increase visibility to clean-in-place Create Standardized Work Processes Improve Process Control Reduce Material Shortages Improve Processes to Setup Equipment Properly Improve Raw Material Variability Reduce Losses in Changeover Improve Process Control Reduce Material, Personnel, Machine Variability Improve Visibility to Process OUTCOMES VALIDATION1 Defined SMART goals for future software implementations/POCs
- 13. 201 8 GE Digital hassimplified approach to Adoption Readiness Assessment Surveys: PowerPoint → Operationalizing in Gainsight ADOPTION READINESS ASSESSMENT2 Helped account to understand adoption readiness compared to software implementation best practices Activated Survey via Gainsight CTA Emailed survey to account Facilitated survey completion & receive scorecard as Gainsight CTAs
- 14. 201 8 ADOPTION ENABLEMENT PLANNING2 Developingstrategies to enable user adoption and business process implementation
- 15. ©2018 Gainsight. AllRights Reserved.©2018 Gainsight. All Rights Reserved. ADOPTION EXECUTION2 Tracking completion of enablement strategies to improve adoption performance
- 16. 201 8 OUTCOME TRACKING3 Baselining andgoal setting for key performance indicators
- 17. 201 8 OUTCOME ATTAINMENT &VALUE REALIZATION3 Tracking improvement of key performance indicators via governance reviews
- 18. CASE STUDY RESULTS ACTIONSRECAP Remediated risks and converted account from Red to green across 5 key health measurements in <6 months Established SMART goals, governance & ROI tracking mechanism • Defining adoption strategies to enable focused POC deployment, supported by people & process • Measuring results to deliver outcomes! IMPACT & RESULTS Upgraded support contract to highest level (ARR increase = $200K) • Adding new products to subscription (ARR increase = $300K) • Extending terms of subscription by 3 years ($5.1M incremental revenue)
- 19. 201 8 MONETIZING CUSTOMER SUCCESS Ourprocess became the model for our tiered service offering – Acceleration Plans Customer Satisfaction
- 20. 201 8 CUSTOMER SUCCESS IMPACT& RESULTS 33% REDUCTION Red Accounts 10% IMPROVEMENT Customer Satisfaction 20% IMPROVEMENT Account $ Retention