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Fundamental Steps to Creating Powerful Customer Success Processes

Fundamental Steps to Creating Powerful Customer Success Processes

FromCSM Practice - The Customer Success Podcast


Fundamental Steps to Creating Powerful Customer Success Processes

FromCSM Practice - The Customer Success Podcast

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)

Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!