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The Three Pillars of
Customer Success Analytics
Housekeeping
โ€ข We will do Q&A at the end.
โ€ข You should see a box on the right
side of your screen.
โ€ข There is a button marked โ€œQ&Aโ€
on the bottom menu.
โ€ข We will be recording this
โ€ข We will send you the recording
tomorrow.
โ€ข We will also send you the slides
tomorrow.
RecordingQ&A
Dillon Morrison
Manager, Product Marketing & Analytics
Meet the Speakers
Brian LaFaille
Manager, Account Management
4
AGENDA
Customer Success Analytics Background
Three Pillars of Customer Success
How do we do this in Looker?
1.
2.
3.
4. Customer use-cases
5
6
+700
others...
7
+700
others...
88
9
Event /
Product Usage
Centralization & customization allow for the whole view
CUSTOMER SUCCESS MANAGER GOALS
Retain Revenue
Red Customer Dashboard
Customer Lookup Dashboard
Renewal Forecast Dashboard
Cut Costs
(increase efficiency)
Company KPI Dashboard
Individual Performance
Dashboard
Automated Scheduling
Drive New Business
CSM Breakdown dashboard
Up-sell Dashboard
Up-sell Data Looks
10
11
Retain Revenue
12
Drive new business
Up-sell Performance Dashboard
13
Cut Costs (increase efficiency)
โ— No more weekly
performance reporting
โ— Not spending cycles with
incorrect or incomplete
underlying data
โ— Backburner scheduling
and repetitive tasks
Company
Individual
Automated
14
12+ consecutive months of negative churn
Efficient - 4 CSMs managing 500+ accounts
Net Churn Rate
What do we have to show? How do we do this?
Centralization
Customization
Bridging Analysis & Action
15 Extract Load
Transform (and
Explore!)
Transaction
Database
FFW
Web Data
CENTRALIZATION
16
CUSTOMIZATION
17
Integration
s
Embedding
Robust API
Open Architecture
BRIDGING UNDERSTANDING & ACTION
Research has proven that employees adopt an informed decision-making mindset when data is
put into the context of their workflows.
18
โ— Custom health score
โ— Attribution and LTV analysis
โ— 360 degree view of Customer
โ— Automated reporting
โ— New insights
DATADOG + LOOKER
โ— Campaign optimization
โ— Customer satisfaction (and
profit!)
โ— Rapid, informed decision
making
โ— Org-wide efficiencies
19
INFECTIOUS MEDIA + LOOKER
Q&A
20
THANK YOU FOR JOINING
Recording and slides will
be posted.
We will email you the links
tomorrow.
See you next time!
Next from Looker Webinars:
Embedding Data & Analytics
with Looker on 4/28
See how Looker works on
your data.
Visit looker.com/free-trial or
email discover@looker.com.
THANK YOU!

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The Three Pillars of Customer Success Analytics

  • 1. 1 The Three Pillars of Customer Success Analytics
  • 2. Housekeeping โ€ข We will do Q&A at the end. โ€ข You should see a box on the right side of your screen. โ€ข There is a button marked โ€œQ&Aโ€ on the bottom menu. โ€ข We will be recording this โ€ข We will send you the recording tomorrow. โ€ข We will also send you the slides tomorrow. RecordingQ&A
  • 3. Dillon Morrison Manager, Product Marketing & Analytics Meet the Speakers Brian LaFaille Manager, Account Management
  • 4. 4 AGENDA Customer Success Analytics Background Three Pillars of Customer Success How do we do this in Looker? 1. 2. 3. 4. Customer use-cases
  • 5. 5
  • 8. 88
  • 9. 9 Event / Product Usage Centralization & customization allow for the whole view
  • 10. CUSTOMER SUCCESS MANAGER GOALS Retain Revenue Red Customer Dashboard Customer Lookup Dashboard Renewal Forecast Dashboard Cut Costs (increase efficiency) Company KPI Dashboard Individual Performance Dashboard Automated Scheduling Drive New Business CSM Breakdown dashboard Up-sell Dashboard Up-sell Data Looks 10
  • 12. 12 Drive new business Up-sell Performance Dashboard
  • 13. 13 Cut Costs (increase efficiency) โ— No more weekly performance reporting โ— Not spending cycles with incorrect or incomplete underlying data โ— Backburner scheduling and repetitive tasks Company Individual Automated
  • 14. 14 12+ consecutive months of negative churn Efficient - 4 CSMs managing 500+ accounts Net Churn Rate What do we have to show? How do we do this? Centralization Customization Bridging Analysis & Action
  • 15. 15 Extract Load Transform (and Explore!) Transaction Database FFW Web Data CENTRALIZATION
  • 17. 17 Integration s Embedding Robust API Open Architecture BRIDGING UNDERSTANDING & ACTION Research has proven that employees adopt an informed decision-making mindset when data is put into the context of their workflows.
  • 18. 18 โ— Custom health score โ— Attribution and LTV analysis โ— 360 degree view of Customer โ— Automated reporting โ— New insights DATADOG + LOOKER
  • 19. โ— Campaign optimization โ— Customer satisfaction (and profit!) โ— Rapid, informed decision making โ— Org-wide efficiencies 19 INFECTIOUS MEDIA + LOOKER
  • 21. THANK YOU FOR JOINING Recording and slides will be posted. We will email you the links tomorrow. See you next time! Next from Looker Webinars: Embedding Data & Analytics with Looker on 4/28 See how Looker works on your data. Visit looker.com/free-trial or email discover@looker.com.