long-term kcs success · 2 company confidential © 2017 upland software, inc. introduction + laura...

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Long-Term KCS Success Upland Software - RightAnswers

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Page 1: Long-Term KCS Success · 2 Company Confidential © 2017 Upland Software, Inc. Introduction + Laura Yeomans + Upland Software + Customer Success Manager

Long-Term KCS Success Upland Software - RightAnswers

Page 2: Long-Term KCS Success · 2 Company Confidential © 2017 Upland Software, Inc. Introduction + Laura Yeomans + Upland Software + Customer Success Manager

2 Company Confidential © 2017 Upland Software, Inc.

Introduction + Laura Yeomans

+ Upland Software

+ Customer Success Manager

Page 3: Long-Term KCS Success · 2 Company Confidential © 2017 Upland Software, Inc. Introduction + Laura Yeomans + Upland Software + Customer Success Manager

3 Company Confidential © 2017 Upland Software, Inc.

Introduction + Knowledge Worker

+ Knowledge Manager

+ Knowledge Consultant

+ Knowledge Enthusiast! I KCS!

Page 4: Long-Term KCS Success · 2 Company Confidential © 2017 Upland Software, Inc. Introduction + Laura Yeomans + Upland Software + Customer Success Manager

4 Company Confidential © 2017 Upland Software, Inc.

+ KCS v6 verified

+ KCS training

+ KCS onboarding

+ KCS consulting

+ Maturity assessments

+ KCS community

Supporting KCS

Page 5: Long-Term KCS Success · 2 Company Confidential © 2017 Upland Software, Inc. Introduction + Laura Yeomans + Upland Software + Customer Success Manager

5 Company Confidential © 2017 Upland Software, Inc.

Our KCS Customers

Page 6: Long-Term KCS Success · 2 Company Confidential © 2017 Upland Software, Inc. Introduction + Laura Yeomans + Upland Software + Customer Success Manager

6 Company Confidential © 2017 Upland Software, Inc.

Types of KCS Challenges

We followed the KCS Practices guide with military precision but not getting results we thought

Page 7: Long-Term KCS Success · 2 Company Confidential © 2017 Upland Software, Inc. Introduction + Laura Yeomans + Upland Software + Customer Success Manager

7 Company Confidential © 2017 Upland Software, Inc.

Types of KCS Challenges

Our trainer, Tom, read the info on the KCS site – he knows what we’re doing but it’s not working

Page 8: Long-Term KCS Success · 2 Company Confidential © 2017 Upland Software, Inc. Introduction + Laura Yeomans + Upland Software + Customer Success Manager

8 Company Confidential © 2017 Upland Software, Inc.

Types of KCS Challenges

“We’re a KCS shop, we just don’t let our agents add/edit knowledge”

Page 9: Long-Term KCS Success · 2 Company Confidential © 2017 Upland Software, Inc. Introduction + Laura Yeomans + Upland Software + Customer Success Manager

9 Company Confidential © 2017 Upland Software, Inc.

Types of KCS Challenges

“We bought a tool! Now what?”

Page 10: Long-Term KCS Success · 2 Company Confidential © 2017 Upland Software, Inc. Introduction + Laura Yeomans + Upland Software + Customer Success Manager

10 Company Confidential © 2017 Upland Software, Inc.

Universal Truths

ü I cant do it for them

ü Training the team is VITAL

ü It’s not all or nothing – but

there is a line

ü A tool won’t make you good

at KCS

ü Perfect doesn’t exist

ü Communicate ü Communicate ü Communicate

Page 11: Long-Term KCS Success · 2 Company Confidential © 2017 Upland Software, Inc. Introduction + Laura Yeomans + Upland Software + Customer Success Manager

11 Company Confidential © 2017 Upland Software, Inc.

Recent Success Story

Customer satisfaction 95%

Over 90% of demand is self-served

400% increase in self-service usage

Avoids millions in current and future support costs

Page 12: Long-Term KCS Success · 2 Company Confidential © 2017 Upland Software, Inc. Introduction + Laura Yeomans + Upland Software + Customer Success Manager

12 Company Confidential © 2017 Upland Software, Inc.

Thank you! Laura Yeomans Customer Success Upland Software