can the actions of a single advocate create a storm of customer success?

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www.customerengagementzone.com the Customer Zone Can the Actions of a Single Advocate Create a Storm of Customer Success? Presented By

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Marketing and Sales teams are constantly striving for greater revenue growth. Customer success is focused on reducing churn, identifying up-sell, and increasing adoption. Customer advocates are often the most potent untapped resource for achieving all of these goals simultaneously. This presentation will deliver actionable insights and share industry examples on how B2B marketers and customer success teams can work together to identify advocates and motivate their support toward customer success and go-to-market objectives. Part of the Customer Engagement Zone series, hosted by Influitive and Gainsight.

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Page 1: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Can the Actions of a Single Advocate

Create a Storm of Customer Success?

Presented By

Page 2: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Housekeeping

• Interact with us: • Send questions & comments

through the questions panel• Twitter with

#customerengagement

• This webinar is being recorded. Recording will be emailed after the event.

Page 3: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Presenters

Dan SteinmanChief Customer

Officer

Chris NewtonVP Business

Development

Page 4: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Agenda

• What’s an advocate?• How & why will they help?• Data driven Customer Success• Customer Success NEEDS advocates• 5 Best Practices• Q&A

Page 5: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

What’s an Advocate? What’s an advocate?

Page 6: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Anyone that makes a non-financial investment in your company.

Page 7: Can the Actions of a Single Advocate Create a Storm of Customer Success?

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How can Advocates help?How can Advocates help?

Page 8: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Advocates Help Across the Entire Lifecycle

Referrals

Product reviewsContent distribution

ReferencesSocial promotion

Media interviews

User groups

Product surveys

Customer Advisory Boards

Analyst briefings

Page 9: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Why do we advocate?

Page 10: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

To Be Part of the Team!

10

Page 11: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Provide an Amazing Advocate Experience

Status Access Power Stuff

Page 12: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

success noun \sek-’ses\

Page 13: Can the Actions of a Single Advocate Create a Storm of Customer Success?

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What’s the Goal of Customer Success?

CHURNUPSELL

GROW THE INSTALL BASE

Page 14: Can the Actions of a Single Advocate Create a Storm of Customer Success?

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Customer Success Levers

Product Value Product Adoption Customer Experience

Page 15: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

CSMs Naturally Find Advocates

• Training• Best practices discussions• Survey responses• Support interaction• Community engagement• Renewals discussions

Page 16: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Find a Champion…and Hitch Your Wagon

Page 17: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Customer Success/Health is Data-Driven

• Product usage• Marketing engagement• Support interaction• Community involvement

• References• Social media commentary• Product reviews• User groups/advisory boards

Internal

External (advocates)

Page 18: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

The Holy Grail is Overall Customer Health

Internal External

44 + 3983

Page 19: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Leveraging Advocates for Customer Success

Referrals

Product reviewsContent creation &

distribution

ReferencesSocial promotion

Media interviews

User groups

Product surveys

Customer Advisory Boards

Analyst briefings

Internalchampio

n

Page 20: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

The Right Advocate(s) = Tipping Point?

Advocates could easily be• Salesmen• Mavens• Connectors

…and help you create a tipping point

Page 21: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Not Just for Prospects

What if this guy

called

this guy?

Page 22: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Don’t Have To Be a Customer

• Authors• Bloggers• Analysts• Consultants• Industry experts• Partners

Page 23: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

Customer Success NEEDS Advocates

• At least one at every customer

• Not all are created equal

• Best ones may NOT be customers

• Find ‘em and foster ‘em

Page 24: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

5 Key Takeaways

1. Advocates are valuable, underused resource 

2. Provide an amazing advocate experience

3. Broaden your view of possible advocates

4. You have many right now – identify, incent, inspire

5. Always ask, "how can our advocates help?” 

Page 25: Can the Actions of a Single Advocate Create a Storm of Customer Success?

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Page 26: Can the Actions of a Single Advocate Create a Storm of Customer Success?

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The Customer Engagement Zone

Best practices, solutions and technologies to take customer experience to new levels

Learn more at customerengagementzone.com

Upcoming Webinar: March 19th – featuring ReadyTalk + Vidyard

Page 27: Can the Actions of a Single Advocate Create a Storm of Customer Success?

www.customerengagementzone.comthe Customer Zone

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