Project Management

Customer Success - A Cultural Change in After Sales Team

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This post is aimed to provide you a preview about the cultural change behavior we have to execute to provide our After Sales team a customer success mindset, 

I started to worry about this theme about 3 years ago, and what motivated me were some factors like:

  • quality of service delivery,
  • provision of the service in a reactive way,
  • lack of commercial synchronism and account strategy with sales staff,
  • little contact with the customer base by the after sales team.

On top of that I would like to liminate comments very common in our team such as:

  • "Ah but the customer did not use my product right",
  • "The client did not complete the deployment",
  • "He did not change the processes he needed within the company,"
  • "His analyst was doing soft body."

Our deliveries were never bad, after all they were in use: best project management practices, ITIL® and an excellent technical team. But something was missing...

For a period of eight months I started to visit about three clients a week and asking these directors of companies from the aftermarket point of view:

  • If the deliveries of the team services were done with quality and,
  • What is value delivery of services from the perspective of the customer

It was a profound and fundamental experience that changed my view of: provision of after-sales services, customer expectations management alignment of after sales team with sales staff after-sales service assuming a leading role in the sales process I ended up "discovering" this topic in conversations with three colleagues who already practiced it. I wanted to share this experience with you, but before moving on I did a quick internet search on the definition for Customer Success:

It is a professional or department actively focused on thinking of solutions that improve the life of the client next to the services offered by the company - Tomás Duarte - Blog Tracksale - 2016

It is the job of proactively orchestrating the consumer journey toward the solutions he pursues - and that are always evolving - Lincoln Murphy - Endeavor.org - 2017

It is strategizing thinking about the success of the consumer and working to ensure that they have the best possible experience in your company - Isadora Lopes - Outbond Marketing

Ensure the best possible experience for your customers through value creation. - Lilian Oliveira - Sambatech


  When your customers achieve the desired result through interactions with your company - Talita Batista - Rock Content

and strong comments as :

You can focus on adoption, retention, expansion, or advocacy; or you can focus on the customers' Desired Outcome and get all of those things –Lincoln Murphy

 

“At the outset of a startup, engineering throughput can be a limiting factor; the team simply can’t code fast enough. At some point, the product launches but no one knows about it. Marketing is the bottleneck. When customers come rushing through the door, money in hand, sales and customer support might stunt the growth of the company. Other times it’s culture or product market fit or money or competition. But for each startup at every stage there is a limiting factor.” - Tomasz Tunguz

 

At Buffer and many other customer-centric startups, the product, marketing, and engineering teams all listen to customer questions and answer them directly. This has changed through the years as the needs and team have grown. In its current form, just about everyone in the company ends up hanging out with the Happiness Heroes for about a half day each month.” Carolyn Kopprasch

 

Get good at asking questions:
Why did you click on that?
Why didn't you click on that?
What would make this better?
What's missing? - Ellie Wilkinson

 

“Today’s B2B customers feel empowered. They demand a whole new level of customer focus, expecting companies to know them personally, recognize their challenges, and cater to their needs.” - Dana Niv

I also came across a market indicator that I could not confirm the source of the information where it is 7 times more expensive, between conquering a new customer and retaining an old, acording to Gallup customer retention raising rates by only 5% can increase profits by 25-95%, and Gallup says B2B customers with high customer engagement scores achieve 50% more sales revenue and 34% more profitability than other companies.

Customers are in control and if this does not happen in your industry, it will soon be a reality, so get ready!

 

How can after sales professionals help this journey to customer success?

Change of mentality

After-Sales should look for the definition of customer success for this customer and they will need  to walk in the same direction. I am not talking about  project business objective , the relationship goes beyond om that, you need know the market and the segment in which the customer operates.

You need to understand what strategy teams have been thinking about customer success, and work to ensure that it is the best possible experience for your business. There's no point in a highly qualified Customer Success team if the after-sales team does not respond well when a customer calls!

Leaders should ask the team questions like:

  • "What can you do in your daily life that improves customers' vision of the company?",
  • "How can you improve your interaction with customers?",
  • "What in your work could facilitate a client's journey with the company?"

This change of attitude is fundamental because we need to deliver customer experience and quality during all customer life cycle in the company and it is expected that this will be a longer one.

Customer Activation -It is the time when we are starting to deliver a project or support, this process is often called activation, and it is critical whether you engage the customer at this stage, that is, deliver 100% of what was promised or you can the customer lose it forever.

Projects

Pay close attention here the first signs of customer loss occur during activation. Projects As for example in the exaggerated promises of marketing, or during the sales cycle, but also after sales can contribute to the loss of the client due to a poorly executed transition of the project team or,  the support team that during an occurrence rotate the client for a generic email, such as "support" or "contact."

It may even be that the seller simply disappears after receiving your money.

The client's experience at this stage is fundamental. It can be done through a well-designed and structured service kick-off of elements such as:

  • business objective,
  • goal of the client,
  • demonstrate to the customer where he is within the cycle journey of offers (sales will love),
  • pitch elevator of the project manager or services, among others.
  • remember to use the best service practices that meet the customer needs not yours.

Support

Many companies still understand that this phase is break and fix, which is, reactive, I affirm that the company should move to be proactive as quick as possible in this segment, some tips :

  • Search for patterns that may indicate that a customer is having problems, monitoring applications, data, and infrastructure issues that can negatively impact the customer experience are all ways to become proactive.
  • When there are several calls it can mean that the customer is engaged, now if it is taking too long for the service to be fixed there may be a risk of "churn" or not be an evangelizador client that recommends your company,
  • Do not confuse with SLA, we want the success of client.
  • Sustaining the customer's success vector can help them to find priorities in the queue of requests; perhaps a high-value customer who has a positive success vector can wait as long as we focus on the lowest-value customer, but an at-risk customer must be first.

In my research I found some very interesting tools that will help you in this work (https://www.gainsight.com/ and https://www.neoassist.com/) that operationalize the customer's life cycle

Happy customers, buy more, pay more, recommend the company to friends, volunteer for case studies, and help you promote new fetures. Satisfied customer is the best advertisement.

 

This is a series of 3 posts that I've been writing, in the next two post I will address customer success from the perspective of project management and subsequently recurring services


Posted on: March 29, 2018 10:41 AM | Permalink

Comments (10)

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Sante Delle-Vergini, PhD Senior Project Manager| Infosys Melbourne, Victoria, Australia
It's a long-lived problem where sales or "after sales" doesn't stack up to customer's expectations. The reason is probably tied to the fact that organizations value the pre-sales effort disproportionally to post-sales, as is evident by the commission/incentive/bonus structures in place.

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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Good Post Nelson and you tocuh some very good issues.

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Najam Mumtaz Retired Lahore, Punjab, Pakistan
A company’s goal should be to deliver better customer service across individuals, teams or an entire organization long after the project is delivered.
Nelson your article reminded me a quote of Steve Jobs:
Get closer ever to your customer. So close infact, that you tell them what they need well before they realize it themselves"

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Nelson J. Rosamilha Executive Director| Digitalmode Sao Paulo, Sp, Brazil
Sante, I have to agree with the fact about commission/incentive/bonus which in my opinio pos-sales shoud be part of it once their are accountable for the next sales because if they dont delivery well not sales will happen after. But still , customer success should look for the whole picture which mean take care of the customer looking for the entire cycle from pre-sales,sales and delivery and make sure the customer pain points is addressed.

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Michael Delaney Partner| Delaney Management LLC West Chester, Pa, United States
Well said, thanks for sharing

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Anish Abraham Privacy Program Manager| University of Washington Auburn, Wa, United States
Informative article, Nelson and thanks for sharing.

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Charudatta Daithankar Service Delivery Leader| Suma Soft Pvt LTD. Pune, Maharashtra, India
Great post Nelson.

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Eduin Fernando Valdes Alvarado Project Manager| F y F Fabricamos Futuro Villavicencio, Meta, Colombia
Very good, thanks

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RAJESH K L Project Manager, PMP| Bharat Electronics, Bengaluru, India Bengaluru, Karnataka, India
Thanks for sharing

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Nicola Campese Cerignola, Italy/Puglia/Foggia, Italy
Thanks for sharing. Here some useful tips about Customer Success Plan https://www.servicesource.com/wp-content/uploads/2018/04/white-paper-how-to-create-a-customer-success-plan.pdf

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