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Customer Success Manager (Industries (Insurance (How to visualize the…
Customer Success Manager
Problems
Know which customer is active/recurring
How can I communicate with unhappy customers
How to reduce churn
Industries
Travel
How to reward customers and make them happy?
How to provide real time communication with customer on travel?
Hospital
Finance
How to ensure customers are happy?
Spa and Saloon
How to run feedback campaigns and visualize NPS score?
Insurance
How to visualize the earnings?
How to ensure customer has paid the premium?
How to communicate with customers consistently?
Education
Feedback & Referrals
Real Estate
How to get more referrals from customers?
How to understand customer is happy?
How to communicate with customers? (Validated/Requirement)
Teleduce CSM Stakeholder
Business Owner
Customer Success Manager/Representative
Manager
Patterns
Communication
Feedback
Referrals
NPS
Earnings
Recurring
Tools for Integration
Invoicing System
Ticketing System
Chat System
Active Customers
Configuration
Customers engaged in last 10 days
Customers bought services in last 10 days
Customers enquired in last 10 days
New Customers
Customers who bought services/product in last 10 days for the first time
Total Revenue
Revenue from all customers for last 10 days
Recurring Revenue
Revenue from customers who bought services/products for 2 or more times in last 10 days
Recurring Customers
Customers who renewed or bought services for 2 or more time in last 10 days
Risk Customers
Customers raised tickets with critical status in last 10 days
Renewal Customers
Customers product/service subscription ends in next 10 days
Health Configuration
Configurable Health
Risk
Customer who has not purchased for more than 3 months
Need Attention
Customer who has raised an issue/ticket in last 10 days
Good
Customer who has purchased the services/products for 2
or more times
Promoter
Customer who refers others
Detractor
Customers who has given critical feedback
ARR
Total revenues from the customer
Engagement Score
Yet to define
Customer Position
Position by total revenues for a period