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.
Calculate the potential ROI you could achieve with SmartKarrot CS.
Every CSM needs to learn certain productivity hacks to excel in their field. In this write-up, we discuss some productivity hacks that customer success managers can learn from c-suite executives.
The C-Suite in any company is one of the smartest executive groups. Becoming a C-Suite executive is not an easy task. The task of managing a company is also with the C-Suite executives. A study by Harvard Business Review shows that a CEO attends 37 meetings and works for an average of 62.5 hours (about 2 and a half days). Top executives like the CEO, CFO, and more manage their time using certain simple principles and tactics. They can be compared to commanders who handle all decisions that influence a department or area of the company.
These productivity hacks from the C-Suite executives will helps customer success managers improve their day and get the most from their time.
Plan your day before itself. Schedule activities and challenges to be aware of what you are about to face. Review each day and cross-check with the to-do list. You can also prioritize aspects and handle unchecked items. A CS manager also needs to ensure that items on his plan correspond with the plan of other CS professionals.
Is it a meeting with a certain team? Is there a training session that is a must? Have clarity on what can be achieved. Do not draw unrealistic plans and goals. Recognize priority tasks and keep them in mind. Use proven techniques and ideas such as the Pomodoro technique, Eisenhower Matrix, and more. You must handle the essentials first, delegate the others, and use technology to simplify the rest.
Choose an office or work environment that you like. It should give you a positive feel and allow for innovation and collaboration. Open office concepts with green spaces are what could make most employees positive. You can choose spaces that optimize your well-being and enhance overall health. Another important thing to do is to maintain effective communication. Productivity can be improved with music breakout sessions, yoga, and other ways.
A good hack for productivity is to notice and organize personal energy levels. You need to organize and increase your own energy around that. Space your tasks to ensure maximum benefit in a day. If mornings are when you feel positive, you can choose priority tasks. Set rewards each time you complete a task.
A C-suite executive always allocates and divides their time specifically. A CSM needs to do the same. This is to ensure that every task gets some time. It is also important to keep some buffer time to produce the best ideas and thoughts. Track how much time you spend on a particular activity and be mindful of spending a lot of time on personal stuff.
Mental well-being is important for any human. It has been found that mental well-being is connected with performance. C-suite executives often keep mental health and well-being in mind to stay productive. CS managers also need to look at improving positivity, optimism, and self-care to wade out of challenging times.
You need to delegate work as much as possible. It is important to involve other team members in tasks if you are looking for success. Hiring the right team or assistant can make that simpler. A customer success manager can meet deadlines without sweating a lot. The delegation also helps you know if the employees and partners are competent or not. You can also know the time frame it takes to meet limits and reduce stress. In areas where automation is not possible, choose delegation to your juniors or subordinates.
C-suite players also try to use technology as much as possible. It is important to systemize, build, and automate processes as much as possible. If there are certain aspects of your business based on processes and patterns. If the same process needs to be repeated, it is better to build a playbook. This saves time and gives you the flexibility to choose other tasks. For example- customer success managers can choose a customer success playbook that will enhance opportunities to learn and grow. Good customer success software will also help in this regard.
Instead of choosing or scrolling through Instagram or Facebook for non-business reasons, you need to invest in professional media. Be part of communities that will help your career. Your C-Suite executives might be part of some helpful groups and communities. Trends on social media will not be helpful for the career. Instead, it is necessary to look at LinkedIn groups and professional communities.
One thing customer success professionals need to learn from C-suite executives is how they evaluate the impact of their work. You need to verify that the tasks are truly productive. Sometimes the 9-5 or more may not yield the right impact. Ask questions about the impact. Can technology simplify work? Will it reduce the concept of burnout? What is the significant impact of the work? Can something be improved? Know all this to evaluate your work. Try to find out the impact of the work through peers and network professionals.16
Productivity hacks for customer success managers can help them ace their communication with peers, managers, and more. Customer success managers can enhance the priority of their tasks and ensure they do not miss out on any activity. Taking a leaf from learning from the C-Suite executives will also help customer success managers prepare for bigger challenges, different territories, and larger communities. Communication and constant learning are the keys to improved personal and professional productivity. C-Suite executives and their strategy can lead to enhanced organization of work life. For customer success professionals, it translates to better customer success outcomes.
Published 4 May 2022, Updated 17 May 2022
What changes do you need to incorporate into your customer success/acc...
27 Sep, 2022
Customer success teams always try hard to improve customer health scor...
23 Sep, 2022
Here is a list of free NPS software and NPS calculators that are avail...
22 Sep, 2022
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.