13 min listen
Fundamental Steps to Creating Powerful Customer Success Processes
Fundamental Steps to Creating Powerful Customer Success Processes
ratings:
Length:
24 minutes
Released:
Mar 10, 2023
Format:
Podcast episode
Description
Documenting a business process can take many forms. However, coming up with a consistent approach to process documentation brings about many benefits for CS Ops managers.Pedro Candelas, Senior Customer Success Operations Manager at Elastic, is a former industrial engineer. Before becoming a CS OPS manager, he accumulated a decade of professional experience in documenting and optimizing business processes.Pedro discussed how he documents customer success processes in this podcast. He shares examples, critics workflow diagrams, and shares his own template which can be downloaded below. Check out the conversation:◾️ Process documentation Definition◾️ Process documentation best practices◾️ Step by step on documenting the process ◾️ Process documentation templates ◾️ Difference between business process and system process◾️ Who is accountable for approving the Process Documentation once completed◾️ Next steps when the process documentation is finalized◾️ How to make new processes get adopted ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️Additional Resources? Read: Productivity Tips For Customer Success Teams – PART 1http://bitly.ws/s62b? Read: Productivity Tips For Customer Success Teams – PART 2http://bitly.ws/s625? Video: Scaling Customer Success with PRODUCTIVITY TOOLShttp://bitly.ws/s62n ⏬ Download: Process Documentation and Reengineering in Customer Successhttps://bit.ly/3xR5oN3◾️◽️◾️◽️◾️◽️◾️◽️? Visit our Website - CSM Practice? Subscribe to our YouTube Channel? Sign up for our Newsletter? Download Templates and InfographicsThanks for listening!
Released:
Mar 10, 2023
Format:
Podcast episode
Titles in the series (80)
What is a STRATEGIC Customer Success Manager? by CSM Practice - The Customer Success Podcast