

CSM Practice - The Customer Success Podcast
Irit Eizips & CSM Practice
Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!
Episodes
Mentioned books

Dec 27, 2024 ⢠32min
Transform Customer Onboarding with These Practical Steps
Send us Fan MailDo your customers keep getting stuck in onboarding purgatory?After this session with Kristi Faltorusso, you will learn the key steps that will transform your onboarding experience. Whether you're struggling with long onboarding times or looking for practical, scalable solutions, Kristi shares strategies that have driven success at Client Success and beyond. Click here to watch the interview on YouTube!ðððððððððð - How to identify gaps in your onboarding process and reduce time-to-value- Practical tips on creating onboarding content that scales- Strategies to build a seamless onboarding framework tailored to customer needsððððð ððð ðððððKristi Faltorusso, an award-winning Customer Success Executive, has spent 12 years building and transforming Customer Success teams in hypergrowth B2B SaaS companies. Currently, she is the Chief Customer Officer at ClientSuccess, overseeing success, support, and services.ð You may connect with Kristi via LinkedIn.ðððð
ðð ðððððð Read: Customer Onboarding Best Practicesð¥ Watch: Making Your Onboarding Process Scalable⬠Download: Customer Onboarding Tech Stack Assessment ðð» Whenever youâre ready...If you're an ðŠð¹ð±ðŠð³ðªðŠð¯ð€ðŠð¥ ðŠð¹ðŠð€ð¶ðµðªð·ðŠ ð£ð¶ðªðð¥ðªð¯ðš ð¢ ððð ð±ð³ð¢ð€ðµðªð€ðŠ ð§ð°ð³ ðµð©ðŠ ð§ðªð³ðŽðµ ðµðªð®ðŠ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1ïžâ£ ðð©ððð¡ ðð® ðŸðªðšð©ð€ð¢ðð§ ððªððððšðš ððð ðŸðððð©ðšðððð© Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterâscale smarter & grow revenue. Click here to download.2ïžâ£ ð
ð€ðð£ 11,000+ ðœ2ðœ ðððððªð©ðð«ððš ðð£ð ðððððð§ðš I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donât navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.3ïžâ£ ðœðªðð¡ððð£ð ð€ð§ ðððððð£ð ð ðŸðð ðððð¢ ðð€ð§ ð©ðð ððð§ðšð© ððð¢ð?Building a CS practice for the first time doesnât have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS teamâwithout the guesswork & costly missteps of figuring it out alone. Learn more.ð Visit our Website - CSM Practice

Dec 20, 2024 ⢠27min
Implementing the âExperts Successâ Strategy - Upsells & Retention
Send us Fan MailHow can companies support and grow their small customers (SMBs) with limited resources?Discover how Mapleâs innovative platform helps companies support their small customers (SMBs) without breaking the bank. In this episode, Irit and guest Elad Donsky dive into scalable customer success strategies using industry experts.Click here to watch the interview on YouTube! ðððððððððð - How to engage SMBs with limited resources- The benefits of a pay-per-use model for customer success- Real-world examples of boosting retention and upsells through expert-driven solutionsððððð ððð ðððððElad Donsky, CEO of Mayple, is shaping the future of digital marketing through innovative AI-driven solutions. With a rich background, including leadership roles at Salesforce and co-founding Implisit, Elad brings deep expertise in AI, R&D, and business growth to the conversation.ð You may connect with Elad via LinkedIn.ðððð
ðð ðððððð Read: Customer Retention During a Slow Economyð¥ Watch: How to Optimize Your Customer Success Strategy⬠Download: Upsell Strategies Global Market Trends#CustomerSuccess #ChurnReduction #CustomerRetention #UpsellStrategies ðð» Whenever youâre ready...If you're an ðŠð¹ð±ðŠð³ðªðŠð¯ð€ðŠð¥ ðŠð¹ðŠð€ð¶ðµðªð·ðŠ ð£ð¶ðªðð¥ðªð¯ðš ð¢ ððð ð±ð³ð¢ð€ðµðªð€ðŠ ð§ð°ð³ ðµð©ðŠ ð§ðªð³ðŽðµ ðµðªð®ðŠ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1ïžâ£ ðð©ððð¡ ðð® ðŸðªðšð©ð€ð¢ðð§ ððªððððšðš ððð ðŸðððð©ðšðððð© Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterâscale smarter & grow revenue. Click here to download.2ïžâ£ ð
ð€ðð£ 11,000+ ðœ2ðœ ðððððªð©ðð«ððš ðð£ð ðððððð§ðš I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donât navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.3ïžâ£ ðœðªðð¡ððð£ð ð€ð§ ðððððð£ð ð ðŸðð ðððð¢ ðð€ð§ ð©ðð ððð§ðšð© ððð¢ð?Building a CS practice for the first time doesnât have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS teamâwithout the guesswork & costly missteps of figuring it out alone. Learn more.ð Visit our Website - CSM Practice

Dec 13, 2024 ⢠24min
Data-Driven Initiatives to Lowering Churn
Send us Fan MailIs it possible to save every account?While it's important to do everything possible to prevent churn, Customer Success teams need to be strategic in their efforts. Bárbara Edith Pugliese shares her teamâs innovative approaches to reduce churn, prove value, and foster customer advocacy; maintaining the goal to maximize overall customer retention.Click here to watch the interview on YouTube!ðððððððððð - Learn how Barbara's team leverages data to anticipate and prevent customer churn.- Discover the key elements of building a successful referral and advocacy program that not only retains customers but turns them into brand advocates.- Understand the balance between trying to save every account and focusing on high-value customers.ððððð ððð ðððððBárbara Edith Pugliese is a passionate advocate for innovation within the realm of Customer Success. With a strong background in sales and data analysis, Bárbara brings a unique blend of strategic insight and analytical rigor to her work. Currently, she is playing a pivotal role within a longstanding corporate giant, where she is spearheading initiatives to disrupt and modernize decades-old customer engagement strategies.ð You may connect with Bárbara via LinkedInðððð
ðð ðððððð Read: Customer Advocacy - Definition for Customer Successð¥ Watch: Cybersecurity Trends - Building Customer Advocacy⬠Download: Handling Code Red Customer Situations#CustomerSuccess #CSM #ChurnManagement #Advocacyðð» Whenever youâre ready...If you're an ðŠð¹ð±ðŠð³ðªðŠð¯ð€ðŠð¥ ðŠð¹ðŠð€ð¶ðµðªð·ðŠ ð£ð¶ðªðð¥ðªð¯ðš ð¢ ððð ð±ð³ð¢ð€ðµðªð€ðŠ ð§ð°ð³ ðµð©ðŠ ð§ðªð³ðŽðµ ðµðªð®ðŠ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1ïžâ£ ðð©ððð¡ ðð® ðŸðªðšð©ð€ð¢ðð§ ððªððððšðš ððð ðŸðððð©ðšðððð© Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterâscale smarter & grow revenue. Click here to download.2ïžâ£ ð
ð€ðð£ 11,000+ ðœ2ðœ ðððððªð©ðð«ððš ðð£ð ðððððð§ðš I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donât navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.3ïžâ£ ðœðªðð¡ððð£ð ð€ð§ ðððððð£ð ð ðŸðð ðððð¢ ðð€ð§ ð©ðð ððð§ðšð© ððð¢ð?Building a CS practice for the first time doesnât have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS teamâwithout the guesswork & costly missteps of figuring it out alone. Learn more.ð Visit our Website - CSM Practice

Dec 6, 2024 ⢠20min
Achieving a Net Positive Score with Google Forms
Send us Fan MailDid you know that you can boost your net retention rate using just a Google Form?In this episode of the CSM Practice Podcast, Irit Eizips sits down with Sara Areco, Head of Customer Success at Antavo, to discuss a simple yet powerful strategy for achieving a net positive score. Discover how Sara's team tracks customer sentiment and feedback to drive significant improvements in customer satisfaction and advocacy. Clcik here to watch the interview on YouTube!ðððððððððð - Learn how to create a Net Positive Sentiment Score using Google Forms to systematically track and analyze customer feedback.- Understand the importance of documenting customer interactions and sentiments. - Explore the benefits of converting qualitative feedback into quantitative data.ððððð ððð ðððððSara is the Head of Customer Success at Antavo, sheâs one of the 25 most creative CS leaders in 2024 and also works as a Mentor for Women in Customer Success.ð You may connect with Sara via LinkedIn.ðððð
ðð ðððððð Read: Customer Lifetime Value and Client Retention - Whatâs the Connection?ð§ Listen: This Is Growth Podcastð§ Listen: Women in CS Podcast#CustomerSuccess #NetRetention #GoogleForms #CustomerExperienceðð» Whenever youâre ready...If you're an ðŠð¹ð±ðŠð³ðªðŠð¯ð€ðŠð¥ ðŠð¹ðŠð€ð¶ðµðªð·ðŠ ð£ð¶ðªðð¥ðªð¯ðš ð¢ ððð ð±ð³ð¢ð€ðµðªð€ðŠ ð§ð°ð³ ðµð©ðŠ ð§ðªð³ðŽðµ ðµðªð®ðŠ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1ïžâ£ ðð©ððð¡ ðð® ðŸðªðšð©ð€ð¢ðð§ ððªððððšðš ððð ðŸðððð©ðšðððð© Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterâscale smarter & grow revenue. Click here to download.2ïžâ£ ð
ð€ðð£ 11,000+ ðœ2ðœ ðððððªð©ðð«ððš ðð£ð ðððððð§ðš I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donât navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.3ïžâ£ ðœðªðð¡ððð£ð ð€ð§ ðððððð£ð ð ðŸðð ðððð¢ ðð€ð§ ð©ðð ððð§ðšð© ððð¢ð?Building a CS practice for the first time doesnât have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS teamâwithout the guesswork & costly missteps of figuring it out alone. Learn more.ð Visit our Website - CSM Practice

7 snips
Nov 29, 2024 ⢠32min
Secrets to Smooth Renewals and Driving Upsell Opportunities
Chris Dishman, SVP of Global Customer Success at Totango + Catalyst, dives into critical strategies for driving growth through customer renewals and upselling. He discusses how empowering Customer Success Managers leads to quicker renewals and happier clients. The conversation also covers the nuances of identifying upsell opportunities, which can significantly boost revenue. Highlights include insights on aligning sales and customer success teams, as well as the benefits of the Totango and Catalyst merger in enhancing customer operations.

Nov 22, 2024 ⢠26min
Why Every CEO Needs to Understand Customer Success!
Send us Fan MailIn this episode of the CSM Practice podcast, Irit Eizips sits down with Mark Abbott, CEO of ninety.io, to explore the critical elements of customer success and business growth. Learn how the Entrepreneurial Operating System (EOS) can be a game-changer for companies aiming to enhance customer retention and build sustainable high-trust relationships.Click here to watch the interview on YouTube!ðððððððððð - Discover Mark Abbott's methodology for creating and maintaining high-trust relationships across all stakeholders, including customers, employees, and partners.- Understand the practical application of EOS in structuring and scaling businesses to achieve superior customer success outcomes.- Learn effective strategies for proactive customer engagement and the integration of AI to boost customer service and operational efficiency.ððððð ððð ðððððMark Abbott is the founder and CEO of Ninety.io, with decades of experience in startups and small to mid-sized companies. A visionary leader and executive-team coach, he has generated over $1 billion in gains and is passionate about teaching leadership teams to build productive, humane, and resilient companies.ð You may connect with Mark via LinkedIn.ðððð
ðð ðððððð Read: How Saas Startups Can Implement Customer Successð¥ Watch: If You Donât Have a Customer Advisory Board YetâŠWatch This!⬠Download: Customer Relationship Matrix Template#CustomerSuccess #EOS #BusinessGrowth #HighTrustRelationships ðð» Whenever youâre ready...If you're an ðŠð¹ð±ðŠð³ðªðŠð¯ð€ðŠð¥ ðŠð¹ðŠð€ð¶ðµðªð·ðŠ ð£ð¶ðªðð¥ðªð¯ðš ð¢ ððð ð±ð³ð¢ð€ðµðªð€ðŠ ð§ð°ð³ ðµð©ðŠ ð§ðªð³ðŽðµ ðµðªð®ðŠ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1ïžâ£ ðð©ððð¡ ðð® ðŸðªðšð©ð€ð¢ðð§ ððªððððšðš ððð ðŸðððð©ðšðððð© Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterâscale smarter & grow revenue. Click here to download.2ïžâ£ ð
ð€ðð£ 11,000+ ðœ2ðœ ðððððªð©ðð«ððš ðð£ð ðððððð§ðš I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donât navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.3ïžâ£ ðœðªðð¡ððð£ð ð€ð§ ðððððð£ð ð ðŸðð ðððð¢ ðð€ð§ ð©ðð ððð§ðšð© ððð¢ð?Building a CS practice for the first time doesnât have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS teamâwithout the guesswork & costly missteps of figuring it out alone. Learn more.ð Visit our Website - CSM Practice

Nov 15, 2024 ⢠27min
Optimizing Cross-Functional Customer Success Processes
Beth Fulton, a Customer Success expert with over 20 years in software implementation, shares her wisdom on optimizing CS processes. She highlights the shift from technical implementations to focusing on business value for better outcomes. Beth underscores the importance of data-driven decisions to reduce churn and improve retention. The conversation also delves into the vital role of cross-functional collaboration between teams and how it transforms customer relationships, driving unprecedented growth.

Nov 8, 2024 ⢠34min
Renewal Automation Leads to 15-Point Improvement in Retention Rate
Send us Fan MailCan renewal automation transform your customer success strategy and drive significant revenue growth? The answer is YES! In this insightful conversation with Sharon Shafran, VP of Customer Success and Operations at Emerson, we explore the journey of implementing automation in a mature organization and the remarkable outcomes achieved.Click here to watch the interview on YouTube!ðððððððððð - Emerson's retention rate improved by 15 points through renewals automation.- The transition from manual to automated processes freed up resources for high-value customer success activities.- The usage of credit cards for renewals increased from 3% to 30%, showcasing the efficiency of the new system.ððððð ððð ðððððSharon Shafran is a customer-centric and transformational leader with a proven track record in leveraging emerging technologies within SaaS and B2B domains. He established Customer Success at NI, revolutionized their renewals process, and has been instrumental in driving innovation and solving complex problems across his career.ð You may connect with Sharon via LinkedIn.ðððð
ðð ðððððð Read: How to Optimize Your Renewal Processð¥ Watch: Renewal Ownership - Sales or CS?⬠Download: 2022 Renewal Management Global Market Trends#CustomerSuccess #RenewalsAutomation #RetentionRate #RevenueGrowth ðð» Whenever youâre ready...If you're an ðŠð¹ð±ðŠð³ðªðŠð¯ð€ðŠð¥ ðŠð¹ðŠð€ð¶ðµðªð·ðŠ ð£ð¶ðªðð¥ðªð¯ðš ð¢ ððð ð±ð³ð¢ð€ðµðªð€ðŠ ð§ð°ð³ ðµð©ðŠ ð§ðªð³ðŽðµ ðµðªð®ðŠ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1ïžâ£ ðð©ððð¡ ðð® ðŸðªðšð©ð€ð¢ðð§ ððªððððšðš ððð ðŸðððð©ðšðððð© Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterâscale smarter & grow revenue. Click here to download.2ïžâ£ ð
ð€ðð£ 11,000+ ðœ2ðœ ðððððªð©ðð«ððš ðð£ð ðððððð§ðš I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donât navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.3ïžâ£ ðœðªðð¡ððð£ð ð€ð§ ðððððð£ð ð ðŸðð ðððð¢ ðð€ð§ ð©ðð ððð§ðšð© ððð¢ð?Building a CS practice for the first time doesnât have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS teamâwithout the guesswork & costly missteps of figuring it out alone. Learn more.ð Visit our Website - CSM Practice

Nov 1, 2024 ⢠33min
Future of Customer Success: CEO Perspective on Metrics and Investments
Send us Fan MailDo you know what the future holds for customer success? In this episode of the CSM Practice Podcast, we find out the predictions for this crazy question from a CEO's perspective. Join Irit as she chats with You Mon Tsang, CEO of ChurnZero, about the evolving landscape of customer success, key metrics, and strategic investments.Click here to watch the video on YouTube!ðððððððððð - You Mon shares the journey of founding ChurnZero and the challenges faced in the early days of customer success.- Deep dive into the critical metrics that drive customer satisfaction and retention, including NPS and CSAT.- Real-world examples of successful customer success investments and their significant impact on business growth and customer loyalty.ððððð ððð ðððððYou Mon Tsang is the CEO of ChurnZero, a leading platform dedicated to enhancing customer success. With a robust background in starting and growing businesses, he specializes in product management and business development, driving innovation in enterprise and consumer applications.ð You may connect with You Mon via LinkedIn.ðððð
ðð ðððððð Read: The Importance of Investing in Customer Successð¥ Watch: The Importance of Investing in Customer Success⬠Download: Customer Metrics When Usage Data Doesnât Exist#CustomerSuccess #FutureOfCS #CEOInsights #CSMetrics ðð» Whenever youâre ready...If you're an ðŠð¹ð±ðŠð³ðªðŠð¯ð€ðŠð¥ ðŠð¹ðŠð€ð¶ðµðªð·ðŠ ð£ð¶ðªðð¥ðªð¯ðš ð¢ ððð ð±ð³ð¢ð€ðµðªð€ðŠ ð§ð°ð³ ðµð©ðŠ ð§ðªð³ðŽðµ ðµðªð®ðŠ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1ïžâ£ ðð©ððð¡ ðð® ðŸðªðšð©ð€ð¢ðð§ ððªððððšðš ððð ðŸðððð©ðšðððð© Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterâscale smarter & grow revenue. Click here to download.2ïžâ£ ð
ð€ðð£ 11,000+ ðœ2ðœ ðððððªð©ðð«ððš ðð£ð ðððððð§ðš I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donât navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.3ïžâ£ ðœðªðð¡ððð£ð ð€ð§ ðððððð£ð ð ðŸðð ðððð¢ ðð€ð§ ð©ðð ððð§ðšð© ððð¢ð?Building a CS practice for the first time doesnât have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS teamâwithout the guesswork & costly missteps of figuring it out alone. Learn more.ð Visit our Website - CSM Practice

Oct 25, 2024 ⢠27min
Boosting CSM Efficiency Through Centralized Data Management
Send us Fan MailCentralizing customer data drastically improves CSM efficiency and trust in data. Matt Kaplon, Director of Customer Success at Indeed, shares practical strategies for reducing time spent on data retrieval, enhancing customer interactions, and driving better business outcomes. Click here to watch the interview on YouTube!ðððððððððð - Implementing a unified data platform to reduce time spent searching for information.- Ensuring consistent data calculation methodologies to enhance trust and reliability.- Strategies to reallocate CSM time from internal processes to customer-centric activities.ððððð ððð ðððððMatt Kaplon is a Director of Client Success at the worldâs number 1 jobsite, Indeed.com. He has 10 years of experience working in Client Success, and has spent the last 3 years leading teams of Client Success professionals working with some of the worldâs largest employers.ð You may connect with Matt via LinkedIn.ðððð
ðð ðððððð Read: Building a Proactive Data-Driven Customer Success Engagement⬠Download: How to Turn Customer Data Into Outcomes ðð» Whenever youâre ready...If you're an ðŠð¹ð±ðŠð³ðªðŠð¯ð€ðŠð¥ ðŠð¹ðŠð€ð¶ðµðªð·ðŠ ð£ð¶ðªðð¥ðªð¯ðš ð¢ ððð ð±ð³ð¢ð€ðµðªð€ðŠ ð§ð°ð³ ðµð©ðŠ ð§ðªð³ðŽðµ ðµðªð®ðŠ, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1ïžâ£ ðð©ððð¡ ðð® ðŸðªðšð©ð€ð¢ðð§ ððªððððšðš ððð ðŸðððð©ðšðððð© Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matterâscale smarter & grow revenue. Click here to download.2ïžâ£ ð
ð€ðð£ 11,000+ ðœ2ðœ ðððððªð©ðð«ððš ðð£ð ðððððð§ðš I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Donât navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.3ïžâ£ ðœðªðð¡ððð£ð ð€ð§ ðððððð£ð ð ðŸðð ðððð¢ ðð€ð§ ð©ðð ððð§ðšð© ððð¢ð?Building a CS practice for the first time doesnât have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS teamâwithout the guesswork & costly missteps of figuring it out alone. Learn more.ð Visit our Website - CSM Practice


