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A Customer Success Guide to Dreamforce Sept 25 2014

A Customer Success Guide to Dreamforce 2014

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Customer Success will be the conversation in San Francisco this October! If you’re going to Dreamforce this year – or have just read about it – you probably noticed when building your agenda that Marc Benioff’s keynote is titled “Welcome to the Customer Success Platform”, a subtle nod to the theme of this year’s conference. Join Anthony Kennada, Gainsight’s VP Marketing, and his guests Chance Curtiss, Customer Success Executive at Salesforce.com and Thomas Lah, Executive Director, of TSIA, for an in-depth preview of cloud computing’s biggest stage from the Customer Success perspective. Specifically, we will cover: - The historical context behind the Customer Success movement - Must-see sessions, breakouts and events at Dreamforce 2014 - How to go beyond the expo hall and evolve your Customer Success strategy The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale. In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.

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Page 1: A Customer Success Guide to Dreamforce 2014

A Customer Success Guide to Dreamforce

Sept 25

2014

Page 2: A Customer Success Guide to Dreamforce 2014

Housekeeping

• Q&A panel on your right • Recording for colleagues who can’t make it• All attendees will receive slides• Twitter hashtag #customersuccess

Page 3: A Customer Success Guide to Dreamforce 2014

Your Presenters

Anthony KennadaVP of Marketing

Chance CurtissCustomer Success Executive

Thomas LahExecutive Director

Page 4: A Customer Success Guide to Dreamforce 2014

A Culture of Customer Success

Chance CurtissCustomer Success Executive

Page 5: A Customer Success Guide to Dreamforce 2014

How Can I Get More?

Request a meeting with us:

Let’s Meet at Dreamforce

Page 6: A Customer Success Guide to Dreamforce 2014

Dreamforce 2013 Recap

The Customer Success Dreamforce Debut

Page 7: A Customer Success Guide to Dreamforce 2014

2013 2014

Page 8: A Customer Success Guide to Dreamforce 2014
Page 9: A Customer Success Guide to Dreamforce 2014

The Customer Success Conversationat #DF14

Learn and Play

Page 10: A Customer Success Guide to Dreamforce 2014
Page 11: A Customer Success Guide to Dreamforce 2014
Page 12: A Customer Success Guide to Dreamforce 2014

12 Pillars of Customer SuccessTuesday, October 14th at 11:00 AMInsideView Open Lounge at One Kearny

Dan Steinman, Chief Customer Officer at Gainsight

Using Customer Success to Grow LTVTuesday, October 14th at NoonWestin San Francisco Market Street, Metropolitan Ballroom

(Partner Zone)Nick Mehta, CEO at Gainsight and Chris Cabrera, CEO at Xactly

Page 13: A Customer Success Guide to Dreamforce 2014

Partner KeynoteMonday, October 13th at 10:00 AMMoscone West – 3rd Floor

Tyler Prince, EVP Channels & Alliances at Salesforce.comNick Mehta, CEO at Gainsight

Growth Hacking Customer SuccessTuesday, October 14th at 11:30 AMYerba Buena Gardens, TerraceLincoln Murphy, Customer Success

Evangelist

Also…Special (Secret) Announcement

Page 14: A Customer Success Guide to Dreamforce 2014

How Can I Get More?

Request a meeting with us:

Let’s Meet at Dreamforce

Page 15: A Customer Success Guide to Dreamforce 2014

Thomas LahExecutive DirectorTechnology Services Industry Association (TSIA)

Page 16: A Customer Success Guide to Dreamforce 2014

The State of “Customer Success”

Dreamforce KeynoteHilton, Ballroom B, San Francisco4:30pm, Oct. 13th

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Page 17: A Customer Success Guide to Dreamforce 2014

Topics Covered

• Outcome chains of Customer Success• Net new capabilities of Customer Success

– What is different

• Current state of Customer Success• If you are starting Customer Success

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Page 18: A Customer Success Guide to Dreamforce 2014

TSIA Customer Success Baseline Benchmark

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Software49%

SaaS29%

Hardware13%

Services9%

Company Types

Software SaaS Hardware Services

Page 19: A Customer Success Guide to Dreamforce 2014

Three Profiles of Customer Success

Adopters Retainers Expanders0%

10%

20%

30%

40%

50%

60%

70%

80%

What % of CSM time is allocated to the following activi-ties?

Adoption Retention Expansion Other

19Source: TSIA 2014 Customer Success Baseline Benchmark

Page 20: A Customer Success Guide to Dreamforce 2014

Participant Profiles

Adopters Retainers Expanders None of These Profiles

0%

5%

10%

15%

20%

25%

30%

35%

40%

45% 40%37%

10%13%

% of respondents in each profile

20Source: TSIA 2014 Customer Success Baseline Benchmark

Page 21: A Customer Success Guide to Dreamforce 2014

Where CSMs Come From

Adopters Retainers Expanders0%5%

10%15%20%25%30%35%40%45% 40%

32%

3%

41%

31%27%

9%

17%

30%

1% 1% 0%

What % of CSMs are hired from the following resource pools?

Customer Support Professional ServicesSales and Marketing Product Group

21Source: TSIA 2014 Customer Success Baseline Benchmark

Page 22: A Customer Success Guide to Dreamforce 2014

The Questions to Answer…

• Which organizational structures for Customer Success make sense when …

• What does “best in class” cost performance look like for Customer Success?

• Which Practices are most effective in achieving the target objectives of adoption, retention, and expansion?

• How do we cost effectively scale Customer Success?

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Page 23: A Customer Success Guide to Dreamforce 2014

Moscone North (N1007)

Page 24: A Customer Success Guide to Dreamforce 2014

How Can I Get More?

Request a meeting with us:

Let’s Meet at Dreamforce

Page 25: A Customer Success Guide to Dreamforce 2014

Thank You!

Page 26: A Customer Success Guide to Dreamforce 2014

How Can I Get More?

Request a meeting with us:

Let’s Meet at Dreamforce