For many of us in #SaaS, now may be a great time to put in place some tools, processes and reporting that we’ve been putting off.

For example:

- Health scores
- Red Flag 🚩 reports (who’s at risk and why?)
- Renewal forecasts
- Joint success planning
- Relationship depth tracking
- A Sales to CS transition process
- Project risk tracking
- ...

#customersuccess is a management approach (thanks for those words Peter Lyon) with an emerging set of tools and common practices.

Not a set of buzzwords and platitudes.

If you aren’t putting processes, tools and measurements in place to track, deliver and predict customer success, you’re falling behind.

What processes are at the top of your list? 👊

View Original Discussion and LinkedIn