Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Understand your customers interactions with your product and make informed product success decisions.
Bring efficiency, add scale, and connect user behavior to personalized actions.
Define and track onboarding by phase, user progress, account, and portfolios.
Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
Optimize product usage by monitoring in-depth user data and receiving actionable insights
Improve decision making and actions for enhanced outcomes.
Get a complete view of your customer and all their moving parts.
Create the right scoring system for your organization.
Deliver consistent customer experiences and repeatable success.
Increase your productivity real-time, automated alerts.
Create groups across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Reach out to groups of customers when you need to.
Create surveys to get timely feedback from your customers.
Automate your actions, alerts, surveys, and more.
Create and track tasks across teams.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Get status updates, warnings, and extensive reports at the right time so you can make effective decisions.
Create, monitor, and automate comprehensive Playbooks for every scenario.
We aren’t just any Customer Success platform. We have the insights, imagination, and technology that others don’t.
Our core values, team, and community
Come work with us!
Get in touch anytime.
Employee success drives customer success.
Don’t miss an episode of the Customer Success Intelligence Podcast
Our annual survey captures the current state of CS Intelligence and automation.
Resources for new and seasoned Customer Success teams.
Still undecided? We can help!
Features and SDKs you can integrate into your apps.
Resources and insights straight to your inbox.
Want to learn the art of getting your customers to say yes as a CSM? If yes, check out this blog today!
How to get clients to say yes – this is the biggest challenge for CSMs. You must talk to customers correctly to get the desired experience and offer satisfaction. In any field, you need to ensure customers are happy and successful. An important part of customer success is getting customers to say yes to the brand. Your customers need to be invested in your business. More than 81% of companies that offer great customer service rank better in terms of customer satisfaction. You must get your customers to say yes.
Even if you see customer satisfaction, you must foster long-term relationships. It normally costs 7 times more to acquire a new customer than to retain an existing one. This will happen when you treat customers like human beings. You can improve customer conversations, set standards, and improve their unique voice in the process.
Customer success is a smart way to keep customers and ensure they get all the value they need. Customer success managers need to get customers to say yes. Here are the top seven ways to get customers to say yes.
These tips will help customer success managers influence customers to buy and answer your question to how to get a client to say yes to whatever you are offering.
Every CSM needs to know the customer. Finding out details about the customer like age, location, what they do, and when they started will help with personalization to a great extent. You need to make notes of important aspects crucial in any relationship and understanding about the company – their target audience and how your product fits into the scheme of things. This will allow you to tailor your pitch accordingly when asking for a yes from the customer. Know about the market, find out if they used something similar, discuss why your product is better for them, and research other means of contact.
Customers are sensitive to interactions and look for meaningful conversations. If customers feel they are being fooled, they will simply park their money elsewhere. Customers prefer interacting with a brand that makes them comfortable and authentic. This will build customer loyalty and ensure they believe in the company. When CSMs foster meaningful conversations, they can draw customer success. The core elements of building a meaningful conversation include-
Your product should be at the core for any yes. To get a yes from the customer, you need to share how the customer and the product will benefit from the decision. For example, customers need to know how a certain super feature will benefit them. Say, we want you to pay X to reduce your efforts by Y%. This will allow customers to find value to place the product improvements and decide accordingly.
Every CSM should develop a unique personality. If every CSM is the same, the customer can simply choose to be engaged by anyone else. As a brand, you need to develop an identity that focuses on customer health, customer loyalty, and customer satisfaction. This will envelop the overall customer strategy and improve operations at large. Your unique personality will help customers make decisions that are helpful in the long run.
You can enhance the number of ‘yes’ from customers when you pay attention to customer experience. Your customers are your priority. Giving importance to how customers feel, what they want to improve, their pain points, their goals, and more will allow for enhanced positive responses from them. You can create a bunch of materials that will be helpful to customers to enhance their overall growth. This can include why the new proposals or improvements will be helpful to them. Make customer experience a priority to distinguish your brand from other sellers.
If customers feel you did not deliver with some aspects; they will always trust you less. This is why a liaison between sales and CS teams is important. If the sales team sets unrealistic expectations, CSMs will have a hard time explaining or controlling the situation. Having a base idea of what the customer expects is important. Find answers to questions like-
You need to find answers to these questions and understand customer perceptions. This will allow you to take customer feedback constructively and improve life.
Your business will grow if you treat customers well. You need to put customer needs at the core of all activities. If customers are not happy with your business, they will simply churn. However, if you treat them badly, they will spread negative word of mouth about your business. In fact, 82% of customers leave a business if they are not treated well. And bad news travels at the speed of light. This can damage brand reputation and give customers the option to say no.
An angry customer will try to negate all relationships with the company and be less involved with time. Being nice to customers will pay off in the long run and encourage them to say yes.
These seven tips will help CSMs get a thumping yes from customers for any new endeavors and plans.17
In the end, the answer to the question how to get a client to say yes is for the CSM to ensure their customers are happy and loyal to them. This may also mean seeking approval for important aspects such as new billing information, product updates, feature upgrades, marketing information, etc. This can help CSMs get a quick nod from customers to get the final desired result.
Published 18 Jul 2022, Updated 3 Aug 2022
Are you aware of the difference between QBR and EBR? If not, check out...
16 Aug, 2022
What are the best strategies for leveling up your business? Let us try...
11 Aug, 2022
Here is our take on why surveys do not work as they used to before!...
08 Aug, 2022
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.