This is a chapter from The Startup CEO’s Guide to Customer Success and Onboarding.
Common misconceptions:
🚫 Customer success should only collaborate with my sales and support teams.
As your first customer success hire (and eventual team) gets into their groove of engaging with and talking to your customers, the last thing you want is for the rest of your company to be left in the dark as to what they are hearing and learning.
Cross-departmental collaboration is critical to the success of your customer success team, your company, and the experience your customers have with you. We can't emphasize this enough.
The insights you gain from your customer's feedback will help you shape the direction of your product, your marketing strategy, and your approach to the overall customer experience.
In this chapter, our intention is to highlight ways for your customer success team to collaborate with other departments in your organization. This should also set a precedent for the "voice of the customer" to always be present as your company grows and evolves. That voice is best represented by your customer success team.
Whether you have the following departments established or not, the general idea is to make sure folks from the customer success side of the house have a chance to collaborate with folks from the product, marketing, and sales sides of the house. Don't stop there. As you add branches to these departments or add new departments all together, save a seat at the discussion tables for representation from your success team.
Let's dig into the value strengthening these partnerships can provide.
This should go without saying, but we are here to say it anyway: you should build features that your customers want and design them in a way so they are easy for your customers to adopt.
Who better to help inform that than the person talking with said customers.
To get started, you'll want to:
Your product designers and developers will appreciate knowing their work is impacting customers in a helpful way and your customer success teams will feel more inclined to keep sharing future feedback.
Your acquisition, product, and customer marketing efforts should all be catered towards the needs of your customers.
All of these functions should be talking with your customers already to learn what's needed. Adding the learnings from your customer success team will only make their output better.
This collaboration will help:
Your marketing teams will appreciate the direction towards what customers actually want and your customer success teams will be more inclined to use the resources being provided.
Your sales team is (or eventually will be) trying to discover what pain points your prospects have and highlight how your product or service will help solve those. Any information gathered here should be smoothly handed off to your success team so everyone is on the same page.
But the truth is, you can only discover so much during this phase, and new pain points arise well beyond your sales cycle.
Your customer success teams are discussing these new pain points throughout the customer lifecycle, sometimes even re-setting expectations of what your product or service can actually do.
All of this information can arm your sales team with answers to future questions that prospects have, helping them close deals faster. Setting the right expectations for what your product or service can do during the sales cycle gives your customer success team more time to show your customers the value you provide.
Your sales teams will appreciate the knowledge gained for future conversations and will hand off more qualified customers to your customer success teams, making their jobs much easier.
Learning from the insights your customer success team gleans during conversations they have with customers will help guide other departments towards putting your customer's needs first.
Fostering this environment requires collaborating, communicating, and potentially compromising on prior ways of working, but the impact will be felt as you streamline the overall customer experience. Remember, happy customers stick around longer and grow their business with you, resulting in more revenue for your company.
Your customers need to use your product or service to get value from it; we can all agree there. That's how you keep them around and set them up to grow their business with you over time. Doing so results...
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