DancingBoba
DancingBoba

Building customer success from scratch

Guys I have joined a saas startup 2 months back as a customer success lead and have been given a daunting task of developing customer success from zero.

Previously engg team used to handle it and I am the first employee in customer success.

The customers are majorly in California and the neighbouring states. The company is 6 years old and they provide you can say ERP for hotels.

I need to develop a plan to identify the customer health and build something that compliments the support team too

9mo ago
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SillyJellybean
SillyJellybean

Start with measuring NPS and customer satisfaction. Then work backwards to identify issues. Then build the tool to implement solutions for customer and team.

DancingBoba
DancingBoba

Started with NPS and CSAT already. Will follow the backward issue identification now. Thanks.

Any idea on the tool? I have used vitally in the past but it takes time to implement it.

SillyJellybean
SillyJellybean

I'm not familiar with customer success tools. Don't need to over complicate it though, just use Google forms and Excel sheets. Keep it simple and save costs.

FuzzyNugget
FuzzyNugget

Check out Rocketlane if you haven’t already.

DancingBoba
DancingBoba

Yes I was planning too. Thanks

ZoomyNarwhal
ZoomyNarwhal

I'm sure you know this already but Gainsight/Nick Mehta books are great place to start with if you need to set up processes and foundations

DancingBoba
DancingBoba

I knew about Gainsight. But I will surely give books a try. Thanks

FuzzyNoodle
FuzzyNoodle

Goodness me. Seems challenging. Following to know how someone can solve this.

DancingBoba
DancingBoba

+1

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