Together, Customer Success Teams And Customer Marketing Can Create A Better Customer Experience

Chris Newton

How would you rate the customer experience at your organization?

Better yet, how would your customers rate their experience with you?

If you’re feeling stressed by those questions, you’re not alone. Most B2B organizations have yet to fully map out the customer experience. However, this is a task that customer success shouldn’t be expected to do alone.

In order to create a positive experience throughout the customer lifecycle (and thus increase customer satisfaction metrics), it’s crucial for customer success teams to begin aligning themselves with customer marketing.

According to the 2017 State of Customer Marketing Report, companies reporting moderate or high revenue from their customer marketing efforts are 45% more likely to report that their customers are satisfied or very satisfied, compared to companies reporting low or no revenue.

In this blog, I’ll outline how customer success teams and marketing can work together to improve the customer experience and increase the value they drive for customers and their organization.

P.S. If you want an in-depth guide creating customer success and marketing alignment, download this eBook.

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How can customer success teams and customer marketing help each other?

By working together, they can improve the overall customer experience and focus on achieving their shared goals…but first, they need to establish common ground and create a strategy.

CS can help marketing by:

  • Identifying potential advocates and referenceable customers. The customer success team works with your customers day in and day out. They know who your top customers are…  but they may not have been asked by marketing to identify them, nor are they incentivized to do so.
  • Providing customer feedback on products, marketing materials and their overall experience.
  • Identifying candidates for case studies, testimonials and speaking opportunities.
  • Creating blog posts and other company materials that educate customers and generates leads for marketing. After all, they’re the subject matter experts on what makes your customers tick. They have content gold in their heads–they just need to get those ideas out to the masses.

Marketing can help CS by:

  • Organizing customer events. They usually have the budget to help make your events stand out.
  • Providing access to powerful tools, such as marketing automation. Marketing can help customer success communicate more effectively to customers using software that allows for better segmentation and nurturing capabilities.
  • Recognizing your customers. Customer success teams have limited time, which is mostly focused on assisting customers in need. Marketing can create a centralized way to congratulate your top customers and let their successes shine.

Stop taking your customers for granted. Here are the approaches I recommend to achieve an amazing customer experience:

The SaaS Vendor's Guide to Customer Engagement, Retention and Advocacy
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1. Meet regularly

I’m sure you’re saying, “Oh no, not another meeting!”… but if you want to improve the customer experience, a simple first step is to open up the lines of communication.

To do this, set up a weekly meeting between the relevant members of your customer success team and customer marketing team. This should be used to discuss:

  1. What each group is focusing on for that week
  2. What’s working and what isn’t
  3. How they can assist each other

This will build a stronger relationship between the teams and create a better experience for customers.

2. Clearly define roles

Clearly map out and assign certain tasks to different groups. For example:

Customer monthly newsletter: Owned by marketing
User groups: Jointly owned by marketing and customer success
References: Owned by marketing
Generating customer stories: Owned by customer success
Updating customer contact data: Owned by customer success
Net Promoter Score surveys: Owned by customer success

By agreeing on roles, you can drastically reduce confusion as well as increasing productivity.

3. Create a structured program

You shouldn’t be tracking your top customers in a spreadsheet that rarely gets updated. If you’re looking to take your customer experience to the next level, you need a coordinated approach to identifying, mobilizing, and recognizing your top customers, such as an advocate marketing program.

You can then tailor a better experience for this group (as well as learning which customers you can approach for asks such as references and reviews). Your customer success team plays an integral role in identifying which customers to invite, and customer marketing needs to own and run the program.

Learn how Michelle Ruch, Sr. Customer Success Manager at Zapproved, runs an advocate marketing program that achieves these goals.

Inspiring Customer Success At HP Software
Join Jerry Rackley, Chief Analyst at Demand Metric, as he discusses the benefits of implementing an advocacy program with Chris…
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4. Align metrics

At the end of the day, what gets measured gets done. To create a coordinated customer experience, all teams involved in supporting these efforts should be using the same metrics in order to track the success of their program. Here are my recommendations:

Marketing: Measure retention and net MRR (assuming you are a subscription-based service).
Customer success: Measure the number of advocates that have been identified as well as the percentage of customers that are advocating for you.
Both: Measure customer satisfaction. Many organizations use NPS, but more and more companies are starting to track customer advocacy. It’s a more reliable metric, since it’s based on tracking the acts of advocacy (such as referrals, references, and reviews) that your customers are giving you.

It’s time to start creating a more coordinated customer experience. Follow these steps to start integrating your customer success and customer marketing today!

This blog was originally posted on October 22nd, 2014 and updated on January 26th, 2017.

13 Responses to Together, Customer Success Teams And Customer Marketing Can Create A Better Customer Experience

  1. […] of your customer success team. Your marketing team’s efforts should be aligned with your customer success strategy to create a better experience throughout the entire customer lifecycle. Creating long-term […]

  2. […] important for those involved in each step of the customer journey to help each other succeed, from demand-gen to marketing to customer service and every role in between. Make sure all teams are aligned around a clear […]

  3. […] articles and FAQs include short videos with clear and concise information. This is all a part of creating a premium experience that makes them feel confident and well supported. If you’re not doing this today, it may simply be because you hadn’t considered it, or it may […]

  4. […] CS and marketing were more closely aligned, they could become a value-driving super-duo for your brand. Think Batman and Robin (but less […]

  5. […] numerous programs so that the parts contribute to a larger initiative. The reality is that a customer marketing program—and its goals and measures of success—will morph over time as the organization learns and […]

  6. […] and sales teams to find out how you can uncover hidden revenue opportunities. For example, ask your customer success team to help identify happy customers who may be game for an upsell. Your sales and customer strategy […]

  7. […] get Monetate’s customer success team involved, Brett created challenges to incentivize his reps to encourage their clients to write software […]

  8. […] in all, having Customer Success run our advocate marketing program has been a blessing. It makes having conversations easier by creating an informal environment that […]

  9. […] A top-notch customer experience is key to retention, upsell and cross-sell opportunities, and–most importantly–will transform your customers into loyal advocates that will build your brand for you. Get everyone in your company aligned and organized around creating a better customer experience. […]

  10. […] the same time, David takes advantage of the fact that allies throughout the organization (including sales, product development and others lines of business) see a direct impact as a result […]

  11. […] paid lip service to customer experience. Now, they’re paying attention to data about how customer experience can impact the bottom […]

  12. […] software producers focus too much on talking about product features, datasheets or demos. “They don’t reflect their customers in their […]

  13. […] to higher retention rates and up-sell opportunities. Increasing customer loyalty often falls on the customer success team. However, many brands don’t realize the value this department has to build long-term […]

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