Journal

Dave Duke & Drew Kelley, MetaCX
For episode 6, Jeff and Jay sat down with Dave Duke and Drew Kelley of MetaCX, a company seeking to transform how businesses manage their customers and how customers manage their vendors. Dave Duke shares his view of the transformation of Customer Success operations, while Drew Kelley provides insight into how Customer Success plays out […] Learn More ›
Are your CS efforts trending alongside your growth?
“If you don’t know where you’re going, you might wind up someplace else.” —Yogi Berra Learn More ›
Scaling customer success: how a RACI matrix can take you from chaos to seamless coordination
There’s an old saying that “a camel is a horse made by a committee,” suggesting that teams make a mess of things that individuals could handle just fine. Learn More ›
3 Reasons to Invest in Customer Success Operations
Customer Success Operations (CSO) is a much newer invention, and it plays a vital role in ensuring that Customer Success (CS) is doing the right things and headed in the right direction. In short, CSO teams are responsible for building and executing those data-driven processes that keep customers coming back and turn them into promoters. Learn More ›
Danielle Weinblatt, Entelo
In episode 5, Jay talks with Danielle Weinblatt, Chief Product Officer at Entelo who pioneered their recruitment software to help HR teams discover, qualify, and engage with top talent. She gives us her expertise on CSM responsibilities, compensation, and approaches to blending CSMs and account managers. Learn More ›
Lisa Pratt, Kronos
Jay is joined by Lisa Pratt, Vice President of Customer Engagement Marketing at Kronos. She’s spent years helping companies capitalize on the benefits of mining customer data and helped lead Kronos through a massive transformation in relation to their business model. Learn More ›
Why Its Time to Build a CS Ops Role - Q&A Part 2
Much like the evolution within the Sales team and the creation of “Sales Ops”, Customer Success is on a similar trajectory. It is becoming vitally important to drive successful outcomes for your customers (i.e. Customer Success) and it is even more critical to build out “Customer Success Operations”. Learn More ›
Customer Success Isn’t an Add-On. Start Early to Win Later.
Using the proprietary Scale Studio dataset of hundreds of SaaS startups, we’ll look at the metrics that venture investors use to link your company’s valuation to success in Customer Success -- then dive into the tactics for adapting your CS program to your company’s high-touch or low-touch sales model. Learn More ›
40 SaaS Companies, 80 Customer Success pros, one room; What I learned
...the discourse has shifted toward execution and operations: building process and transforming organizations to capitalize on customer-centric growth opportunities. Learn More ›
Carlos Quezada, Aruba Networks
Carlos Quezada is a purpose-driven leader who is launching customer success within Aruba Networks (and HP Enterprise company). He's prioritized CS Operations as he's built his practice, and he's nailed the change management aspects of the role - often the hardest part of the job! Anyone looking to drive transformational change within their organization can […] Learn More ›
Dave Blake, ClientSuccess
Dave Blake is customer success pioneer. He's been a Silicon Slopes (Lehi Valley, Utah) fixture since his early days leading customer success teams at Omniture and Adobe. He's now the CEO of Client Success, a customer-centric platform for B2B SaaS and software companies.  Learn More ›
Lincoln Murphy, sixteenventures.com
Lincoln Murphy is one of the most prolific writers, speakers and consultants on customer-centric growth. Since the mid 2000s he has been evangelizing the virtues and imperatives of prioritizing customer success in subscription-based and SaaS companies. Learn More ›

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