agile customer success: changing the way customer success teams work

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Chad Horenfeldt - @ChadTev Influitive helps B2B marketers recruit, mobilize and recognize an army of advocates that outsell the best sales reps. Who we are: Founded in 2010 HQ in Toronto, Palo Alto Private, VC backed, >$11M raised Director, Customer Operations, Advocate Marketing Expert Agile Customer Success

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My presentation from Gainsight Pulse Customer Success Conference May 2014. How do we create an amazing customer experience for a new category start up at Influitve? We went agile! Agile Customer Success is all about maximizing the few resources you have, working efficiently and as a team on specific areas, empowering your customer success team and providing your customers with best experience possible

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Page 1: Agile Customer Success: Changing the way Customer Success teams work

Chad Horenfeldt - @ChadTev

Influitive helps B2B marketers recruit, mobilize and recognize an army of advocates that outsell the best sales reps.

Who we are:• Founded in 2010 • HQ in Toronto, Palo Alto• Private, VC backed,

>$11M raised

Director, Customer Operations,

Advocate Marketing Expert

Agile Customer Success

Page 2: Agile Customer Success: Changing the way Customer Success teams work
Page 3: Agile Customer Success: Changing the way Customer Success teams work

Our Challenges:

• New category – we’re writing the

book on advocate marketing

• Customers need to see value

QUICKLY

• Continuous increase in customers

• Extremely driven team

• Create an environment of learning

• Few resources

Page 4: Agile Customer Success: Changing the way Customer Success teams work
Page 5: Agile Customer Success: Changing the way Customer Success teams work

Agile CS is Born!

Page 6: Agile Customer Success: Changing the way Customer Success teams work

Agile Customer Success Methodology

Page 7: Agile Customer Success: Changing the way Customer Success teams work
Page 8: Agile Customer Success: Changing the way Customer Success teams work

Our Output

• Data driven recommendations

• More efficient onboarding

• Blog posts

• Surveys

• Knowledge base articles

• Bi-weekly customer webinars

• Short tip videos

• Improved product adoption

• Product enhancements

Page 9: Agile Customer Success: Changing the way Customer Success teams work

Results: Turning customers into advocates