Customer Success plays a fundamental role in achieving results through customer interactions with the company.
Being proactive means anticipating and planning for events , as well as monitoring customer results in time to act before they stumble in any process.
Some best practices for monitoring customer results and taking proactive action:
segment and understand your client's business : understand what forex email list your client's business is about, understand their main challenges, competitors and opportunities;
have well-defined processes : establish a roadmap with success milestones together with the client;
monitor results periodically : all of your client's results and benchmarking in the sector in which it operates must be monitored regularly;
Follow up and provide feedback constantly : send satisfaction surveys and ask your customers how they feel about your company and service.
By understanding your client's reality and consolidating a relationship based on trust and transparency, you can not only have ideas to improve the quality of your processes , but also to ensure innovation in each of your deliveries.
Work on consumer retention and loyalty
According to Lincoln Murphy, there are three things you should expect from customers: that they stay longer, that they buy more from your company, and that they recommend you.