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Customer Success:     
   The Key to SaaS Company Profitability
   Mikael Blaisdell
   Mikael Blaisdell & Associates, Inc.
   Alameda, California
   (510) 865-4515
              mikael@mblaisdell.com
    www.TheHotLineMagazine.com
                     Presentation © 2010 Mikael Blaisdell – All rights reserved
                                                                                  1
If your prospects could spend a day
     in your Customer Support Center…
              would they still be prospects?


An easy “exit” button will be offered to
        your current customers…
          how many will consider using it?

                                          2
Who in your company is responsible for
 the ongoing customer relationships?

  Who “owns” those relationships?

How, specifically, is their performance
             measured?

                                          3
Who is responsible for ensuring that your
customer gets maximum value from their
          SaaS subscription?
             The customer?
      Someone in your company?



                                        4
•   Challenge
•   Data and concepts
•   Begin some conversations
•   The start of a journey



                         5
The Pieces of the Puzzle

   •   Product & Profitability
   •   The Constant of Support
   •   The Knowledge Inventory Operation
   •   The Elements




                                           6
Product & Profitability

                         Product as Technology
                            • The Profits-realization strategy




  SaaS & Product As A Relationship
    Income streams & incremental
             profitability
“Software is -a- way of monetizing your
               expertise”

                                    7
The Constant of Customer Support
   “Every powerful tool inherently carries a support
  burden, from the necessity that the customer/user
   must make an investment in learning in order to
      realize the benefits from their purchase.”


 Company                                                        Customer
       Proactive                                             Reactive
 Development – Marketing – Sales – Professional Services -- Support

       Design – Testing – Documentation – Training – Phone/Email/Web
 Support Prevention                                  Support Management
 $$$                                                 $$$$$$$$$$

                                                                           8
The Knowledge Inventory Operation
Access Channels             Knowledge Repositories

Embedded in app               Application Help
Telephone                     Customer Support Reps
                              Case Mgmt Systems
Email
                              Knowledgebases
IM/Chat
                              Forum posts & Replies
Website
   Case Mgmt                      Customers
   Knowledgebase
   Forums
                                  Other employees

Other
   Social media    Webinars
   Fax             White Papers
                                                      9
“Nobody is really winning at  Support.
We’re all doing the same things to try 
 to keep up… (but) to get to the next 
   level, we’re going to have to do 
     something new.” ‐‐ (Ken Shevock)



                                          10
The “Something New”

         The End of Customer Support
        Will the last rep please remember to turn 
                        out the lights?


The Beginning of Customer Success:
                        A new profession


                                                 11
The Elements of Customer Success

  •   Strategy
  •   Process
  •   People
  •   Technology


                                          Increased
      Strategy         Process   People   Profitability
             Metrics
                                          Increased
                                          Customer
                 Technolog                Retention

                 y                                   12
Strategy
                                     Defining the Right Strategy for
                                      Your Company & Customer
                                    From Break/Fix to
                                          Increasing Productivity / Profitability


From: Customer Support:
   “We’ll Fix it for you and hope to make you very happy in the process.”

To: Customer Success:

   “We directly contribute to making more sustainable
   profitability faster/better for our company and yours –
                          and we can prove it!”

                                                                            13
Process
                           The Right Access Channels
                               The Right Metrics




Desired outcome?
•   Resolved difficulty
•   Up-Sell – Cross-Sell
•   Market research
•   Other?
                                          Profitability
                              Customer Retention Rate
                                                       14
People
                                                The Right Roles
                                               The Right Structure


                                                       Chief Customer 
                                                       Success Officer



Implementation   Professional Services    Training         Customer Contact Center


                          Documentation              Quality: User Testing




                                                                               15
16
Technology

    The Right Tools
    The Right Data
    The Right Usage
Strategy
Process
People
Technology
         17
Questions?
      Mikael Blaisdell
      Mikael Blaisdell & Associates, Inc.
      Alameda, California
      (510) 865-4515
              mikael@mblaisdell.com
                 Presentation © 2010 Mikael Blaisdell – All rights reserved




www.TheHotLineMagazine.com
                                                                    18

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Customer Success: The Key To SaaS Company Profitability

  • 1. Customer Success:      The Key to SaaS Company Profitability Mikael Blaisdell Mikael Blaisdell & Associates, Inc. Alameda, California (510) 865-4515 mikael@mblaisdell.com www.TheHotLineMagazine.com Presentation © 2010 Mikael Blaisdell – All rights reserved 1
  • 2. If your prospects could spend a day in your Customer Support Center… would they still be prospects? An easy “exit” button will be offered to your current customers… how many will consider using it? 2
  • 3. Who in your company is responsible for the ongoing customer relationships? Who “owns” those relationships? How, specifically, is their performance measured? 3
  • 4. Who is responsible for ensuring that your customer gets maximum value from their SaaS subscription? The customer? Someone in your company? 4
  • 5. Challenge • Data and concepts • Begin some conversations • The start of a journey 5
  • 6. The Pieces of the Puzzle • Product & Profitability • The Constant of Support • The Knowledge Inventory Operation • The Elements 6
  • 7. Product & Profitability Product as Technology • The Profits-realization strategy SaaS & Product As A Relationship Income streams & incremental profitability “Software is -a- way of monetizing your expertise” 7
  • 8. The Constant of Customer Support “Every powerful tool inherently carries a support burden, from the necessity that the customer/user must make an investment in learning in order to realize the benefits from their purchase.” Company Customer Proactive Reactive Development – Marketing – Sales – Professional Services -- Support Design – Testing – Documentation – Training – Phone/Email/Web Support Prevention Support Management $$$ $$$$$$$$$$ 8
  • 9. The Knowledge Inventory Operation Access Channels Knowledge Repositories Embedded in app Application Help Telephone Customer Support Reps Case Mgmt Systems Email Knowledgebases IM/Chat Forum posts & Replies Website Case Mgmt Customers Knowledgebase Forums Other employees Other Social media Webinars Fax White Papers 9
  • 11. The “Something New” The End of Customer Support Will the last rep please remember to turn  out the lights? The Beginning of Customer Success: A new profession 11
  • 12. The Elements of Customer Success • Strategy • Process • People • Technology Increased Strategy Process People Profitability Metrics Increased Customer Technolog Retention y 12
  • 13. Strategy Defining the Right Strategy for Your Company & Customer From Break/Fix to Increasing Productivity / Profitability From: Customer Support: “We’ll Fix it for you and hope to make you very happy in the process.” To: Customer Success: “We directly contribute to making more sustainable profitability faster/better for our company and yours – and we can prove it!” 13
  • 14. Process The Right Access Channels The Right Metrics Desired outcome? • Resolved difficulty • Up-Sell – Cross-Sell • Market research • Other? Profitability Customer Retention Rate 14
  • 15. People The Right Roles The Right Structure Chief Customer  Success Officer Implementation Professional Services Training Customer Contact Center Documentation Quality: User Testing 15
  • 16. 16 Technology The Right Tools The Right Data The Right Usage
  • 18. Questions? Mikael Blaisdell Mikael Blaisdell & Associates, Inc. Alameda, California (510) 865-4515 mikael@mblaisdell.com Presentation © 2010 Mikael Blaisdell – All rights reserved www.TheHotLineMagazine.com 18