Vitally asked seven Customer Success leaders: "What's one Scaled CS tactic that has helped your team do more with less?"
Skip to:
- 00:00 Intro
- 00:13 Automate the renewal process
- 01:11 Build self-service client facing portals
- 02:28 Put your Scaled CSMs in specialized roles
- 03:31 Institute office hours to answer standard questions quickly
- 04:39 Automate tasks that your team does repeatedly or that take a lot of time to complete
- 06:10 Use Loom videos to reduce meetings
- 07:12 Meeting customers in their communication tool of choice
- 08:22 Deploy automated outreach emails, powered by Vitally's playbooks and robust data
Featured in this episode:
- Joe Di Grande / Founder of Joe Does Tech Touch
- Heather Hernandez / Customer Success Executive
- Ben Ottesen / Scaled Customer Success Manager at BILL
- Celine Bocchi / Customer Success Leader & Advisor
- Alex Turkovic / Director of Digital CS at Flexera, Founder of the Digital Customer Success Podcast
- Karlie Briggs / Senior Customer Success Manager at Elate
- Emory Scott / Senior Customer Success Manager at POSH
To catch future episodes of One Vital Question, subscribe to Vitally on YouTube: @vitally_io
