By Denise Stokowski, VP of Client Solutions at Gainsight
Emilia D’Anzica, VP CSM at WalkMe
Glenn Oclassen, SVP Customer Success at Replicon
Presented at Pulse Conference 2015.
If your customer doesn’t see value from your product or service, there low switching costs, lots of options
Low Barrier To Entry
Fast customer acquisition
Revenue growth potential
You know so much more about your customer
Speed of innovation
Lower barrier to exit
Large customer volumes
Revenue growth expectations
Multiple sources of data to manage
Competitive landscape & fickle customer base
----- Meeting Notes (3/26/15 16:06) -----
Try to find a good slide to quantify the impact. Got to address this now.
----- Meeting Notes (3/26/15 16:32) -----
Change to circles
Pay as you go pricing
Introductions!
Denise will set up the conversation – welcome, not what – we are going to get into the now what.
How do you define on boarding - what is involved in on boarding?
-Branding and identifying what it is,
-what it includes,
-what are the phases,
-what is the timeline is essential
Emilia to add chev like slide 7
-Short implementation
-Example customers
-average 43 days
Denise – As you can see, Emilia & Glenn have overlapping onboarding programs but they are different and b
Glenn:
-Complexity of the use case – how are the using the partners
Transition slide
Let’s Get started
-what are the first things you did to build your program.
This may look a little different for each company but you need one for all COMs and stakeholders in the program to understand
EMILIA: To build on Glenn’s points, regardless of the complexity, you always have to answer these questions. Start with the Why,
There is a Ted talk on this, Insert title
Denise: Here is how each of us think about the business
Glenn: We are starting before Sales closes,
Transition to – what keeps us up at night is different.
What are you thinking about
-Script:
My job is unique. We sell a product that make a csm's job easier because it reduces effort levels significantly. That is why we use walkme on walkme. It's actually pretty cool to be in this position.
-Library of Case Studies for Onboarding
-Dashboards in the offices
-Go Live Emails to company to celebrate
-Onboarding can be challenging, need to keep it fun
-Need a way to measure your succes
Emilia will talk about what she rolled out. KPIs in our analytics are measurable – In SFDC
Glenn – will talk about what he is doing
- What is the basket?
- Customer enablement - training, success criteria, enabling key stakeholders, implementation
-Onboarding as part of pre-sales
-Size of customer
-Size
-Is data migration involved
-Who are the key stakeholders?