Fulfilling a customer promise means delivering exceptional experiences consistently. This commitment requires more than just customer satisfaction; it demands a customer-centric approach that breaks down departmental barriers and cultivates strong, customer-focused leadership. In this session, explore how a human-first leadership style can transform your organization. Learn how authentic leadership, characterized by vulnerability, empathy, and a commitment to personal development, inspires teams to prioritize customer needs. Discover actionable strategies to build robust relationships and foster a culture where customers feel genuinely valued and supported, driving your organization's success.
0:00
So welcome to day two of Pulse Europe 2024.
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Hands up who went to the Pulse party last night.
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Did everyone enjoy the band?
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Yeah!
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Who did any crowd surfing?
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It's just Sam from Gaincite then, OK.
0:15
There's no party like a Pulse party.
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You know that by now.
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Welcome. This is track six crucial insights
0:22
for human first leaders,
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and we have some incredible speakers lined up for you today.
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My name is Harry.
0:27
I'm part of Gaincite's customer success team here in Europe.
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A couple of reminders, as you probably know by now,
0:32
there is going to be a Q&A in Slido at the end.
0:35
Please drop your questions now for our speaker
0:39
and we'll take them at the end through the Pulse app.
0:42
You need to go to the home page, click track six,
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and submit your questions.
0:47
OK. We're also going to be surprising with all of the content,
0:52
all of the slides, the audio recording from today,
0:55
probably within the next two weeks.
0:57
So go check out the Pulse library
0:59
for a copy of today's session.
1:01
OK. I'm really excited to welcome our first speaker on stage,
1:05
an incredible thought leader in customer success,
1:08
Laura Barnes, SVP of customer success, Amra Nules,
1:12
and also a spotlight winner of the Outstanding Women
1:15
in Customer Success Award,
1:17
and Gaincite's Game Changer winner in 2023
1:20
for the Transformational Leader Award.
1:22
A couple of fun facts about Laura
1:24
is that she recently got into Trempe-leaning.
1:27
Is that right?
1:28
OK, rebounding Trempe-leaning and has to bounce out of bed
1:32
every morning to go do it.
1:33
It's given her a whole new lease of life.
1:36
And also, she plays tennis for Kent in the UK,
1:39
her home county.
1:41
Laura's... OK.
1:44
OK.
1:45
OK, so you're not playing now. OK.
1:47
You're retired. OK.
1:49
Laura's session is entitled Human First Leadership
1:51
Fulfilling the Customer Promise.
1:53
In this session, we'll explore how a human first leadership style
1:57
can transform your organisation,
1:59
learn how authentic leadership characterised by vulnerability,
2:03
empathy and a commitment to personal development,
2:07
inspires teams to prioritise customer needs,
2:09
discover actionable strategies to build robust relationships,
2:14
and foster a culture where customers feel genuinely valued
2:17
and supported driving your organisation's success.
2:21
So please join me and give a huge round of applause
2:24
for our speaker, Laura.
2:25
APPLAUSE
2:28
Where's the clicker?
2:30
Hi. I'm so pleased to be here again,
2:33
and I really love the fact that this room is full.
2:37
It's brilliant to see everyone,
2:39
and I appreciate you coming to see me speak about this topic
2:42
that's very passionate and goes quite deep for me.
2:47
Delivering on the customer promise is something that,
2:49
as a CS leader, you want to be able to fulfil.
2:53
But doing it in a human first way is also one of the things
2:58
that I have really tried to do over the past seven years
3:03
in a role that I did,
3:05
and I have been exceptionally proud of what I did during that time,
3:11
and it was due to the team I built around me
3:14
in order to fulfil that customer promise
3:17
and do the very best by our customers.
3:19
And it was hard, and I'll take you through
3:22
some of the journey that we've been on together.
3:25
So I wanted to really look at how companies strive
3:32
to deliver to customers, but they don't quite make it.
3:36
And if I told you that 90% of businesses think customers
3:41
trust their company,
3:43
but only 30% of customers actually do,
3:47
it's quite a shocking fact.
3:49
And that's because there are just so many disconnections
3:52
across the process.
3:53
And marketing versus the reality is one of the things
3:59
that many companies prioritise marketing and advertising
4:03
over actual customer experience.
4:06
And they invest heavily in advertising, and the promises,
4:09
they just give so many promises,
4:10
but they neglect that they give those to the underlying infrastructure,
4:15
and the process is necessary to deliver that
4:18
across the whole organisation,
4:20
is one of the things that I think holds back
4:23
a lot of companies and a lot of SaaS businesses.
4:25
There's a short-term focus,
4:29
and that short-term focus is on quarterly earnings.
4:32
We're always trying to achieve that quarterly goal.
4:36
And there's also things that are just not aligned.
4:40
There's been a lot of cost-cutting over the past couple of years
4:44
in companies, and that is a very short-term focus.
4:48
And reducing customer success and removing that
4:53
as part of the organisational structure on GoToMarket
4:56
is the wrong thing to do because it is very short-termism.
4:59
There's also a lack of accountability,
5:03
often on delivering customer promises,
5:06
and employees just are not incentivised in order to do that
5:09
across to deliver the right customer satisfaction.
5:13
And there are misaligned incentives across the business,
5:17
so you're going to have sales teams focused in on delivering
5:22
from leads to effectively delivering on the revenue
5:27
and driving their booking number.
5:30
You've got the support team focusing on cost-cutting
5:36
or ensuring that they're doing things
5:37
in a most efficient way for answering customer questions.
5:43
And then you've got customer success
5:44
that are focusing on delivering maybe cross-sell, up-sell leads
5:49
and advocacy and NPS.
5:52
Those are the things and retention.
5:54
So you've got all these different teams
5:55
that are focusing on different things,
5:56
and why do you think we don't actually deliver
5:58
on the customer promise?
6:00
And I think those broken promises
6:05
don't hold the relationship all the way through.
6:09
And that's why we start to see churn,
6:11
and we really start to see the full down
6:15
within the kind of operations and infrastructure
6:18
of the company, and that's where I think
6:20
customer success is in a privileged position,
6:23
because we see everything end-to-end
6:25
in order to represent that within the company,
6:29
and represent that at many different levels
6:31
across all of the different teams.
6:34
And so, how do you really bridge that gap?
6:37
Well, it's about prioritising customer experience,
6:40
and it's about ensuring that it is allocating,
6:45
it's about allocating resources accordingly,
6:47
and using technology, so all of your systems
6:51
in your business to be aligned to do that,
6:54
and investing in training and development for your people,
6:57
because if your people are not trained in the product,
7:01
how can they really help their customer?
7:04
And it comes down to also investing in that
7:07
so that the employees feel that they can do the best
7:11
by those customers, and then it's about measuring
7:16
and monitoring, and it's about ensuring the employee
7:20
can feel that they have authority to make those decisions
7:23
that's going to make a difference to the customer,
7:25
because nine times out of 10 during a customer's life cycle,
7:29
things are full through the cracks,
7:31
get stuck, have to go back and forth.
7:33
It's not fluid, and trying to keep that fluidity
7:36
across the whole business is very difficult,
7:38
unless you've really looked at it from an infrastructure
7:40
and organisational structure.
7:43
And so it also needs the feedback,
7:47
and the measuring and the monitoring of that feedback
7:49
from customer success, from customer satisfaction and NPS,
7:53
and really helps to, you're listening to those customers,
7:58
but you also have to action.
8:00
You can listen all you like, but if you're not actually
8:01
putting action in across the whole company
8:03
in order to change things on what customers are needing
8:06
from you, you're breaking that customer's interest.
8:12
So for me, how I went about this is around empathy.
8:19
Empathy is one of the grounding qualities
8:23
that I look for when I'm recruiting.
8:27
And I have a great deal of empathy, and I lead with empathy.
8:30
And understanding those needs and pain points
8:34
are so, so important.
8:37
And then putting action plans in place
8:39
in order to obviously change that.
8:41
But by not understanding how your company operates properly
8:47
around a customer journey, you're
8:49
going to work in your silo, and you're
8:51
going to do the very best of that customer.
8:54
And it's just not going to ensure
8:57
the fluidity to help that customer get through
8:59
from the onboarding through to adoption and consumption.
9:05
So there's so many friction points
9:07
in that whole journey across all those teams
9:09
from how the product goes to market,
9:12
to how it's then marketed, and how it's glossed around
9:17
all of these promises.
9:19
And it's about how we then go and sell that product,
9:23
and how we go and ensure that we start to deliver,
9:27
or a partner's implemented, and there's lack of training
9:29
in how partners should be implementing to a best practice.
9:33
And then it goes through to the adoption and consumption.
9:38
And once you get through to that point,
9:41
everyone's just exhausted.
9:42
So who's really looking at the outcomes
9:44
and how you deliver that, and how you sow the whole organization
9:48
up in order to do that and deliver those outcomes.
9:55
So I've done this, and I spent a lot of time doing it
9:58
and about incredible momentum across the company.
10:01
And it really put me in a great pace, personally.
10:06
It also was rooted in a passion to change the company
10:10
for the customer.
10:11
It was hard work.
10:13
There was a lot of resistance from different levels,
10:19
but there was a whole buy-in at the top.
10:21
So it was easier for me.
10:23
And it took a lot of negotiation, and I actually
10:28
outlining what all the problems were across the business
10:30
and why customers are feeling the way they were feeling
10:32
when we got the MPSA results.
10:35
And really listening to what they had to say
10:38
and then change those things.
10:40
So that change management process is incredibly important.
10:44
And there was a readiness assessment
10:45
that was presented yesterday around change management.
10:49
And I went to that session, and it was exceptionally good.
10:52
And that readiness assessment could
10:53
be used in doing something like this.
10:56
And I think it's about realizing you
11:00
have the capability to do this.
11:02
And you have the understanding of everything
11:05
end-to-end as a CS leader to actually challenge this
11:09
and make small inroads every single quarter in order
11:14
to take the company on a different journey.
11:17
And you have everything end-to-end.
11:18
You see it all end-to-end.
11:20
And that is the most inspiring piece,
11:21
because you can see where all the friction points are,
11:24
where you don't have a racey, where
11:26
you need to get people's buy-in, where
11:28
you need to ensure that everyone is measured in the right way,
11:32
and how you can influence getting a measurement across all teams,
11:36
not just the customer-facing teams, but product and marketing.
11:40
And everyone should be really focused in on a customer metric
11:44
that joins everyone together and is measured at the end.
11:47
And a lot of that is, I think, is around retention
11:50
and how you put product to market.
11:52
And the product needs to be adopted.
11:54
And you need to be able to ensure that everyone
11:58
is aligned on those goals.
12:02
And it's defining those key stages
12:07
and defining the moments that matters to the customer.
12:11
But also, where are the pitfalls?
12:13
You can put something fantastic up on a whiteboard.
12:16
And we did exactly that.
12:18
But it was operationally, how are we going to do it?
12:21
And you can align all of your systems to do this.
12:26
It takes a lot of work.
12:27
I mean, I'll say it's going to take a year.
12:28
It might take two years.
12:29
It might take three years.
12:30
But at least you're on the right track in order to do it.
12:32
And the fruits of it are incredible.
12:37
So, defining and delivering the customer's desired outcomes.
12:42
So even challenging product.
12:44
We've just gone and put this product to market.
12:46
How are you expecting a customer to adopt it?
12:48
And what does it actually mean for the customer?
12:50
Yeah, you have a user case and you go to marketing.
12:52
And you put that user case out to market.
12:54
And you go and sell it.
12:56
Now what?
12:57
What does it mean to actually get to implementation and adoption?
13:02
What are those stages of adoption?
13:03
And what's the outcome?
13:04
And how do we tie it all the way back
13:06
to the original objective that that customer was really
13:09
wanting to achieve?
13:11
And then it's about how you ensure
13:14
that customer is being-- is really focused in
13:22
on how they are achieving.
13:25
And are they achieving anything?
13:26
Have they achieved anything over the period of time?
13:29
Because those results that you can show them
13:31
that you're getting, even if it's tiny,
13:35
is better than they had before.
13:36
So the retention of that customer is far greater
13:39
than a customer that's not achieving anything at all.
13:41
Because you can't actually prove anything around that.
13:46
So therefore, you need some kind of form of tracking
13:49
in order to do that.
13:51
So define the race.
13:52
You understand the customer perspective
13:54
on their experience.
13:55
And do some-- once you've aligned everybody to this
13:58
and you've got a race set out as to who does what,
14:01
it's actually taking some test customers
14:03
and putting them through it before you roll anything out
14:05
to the rest of the organization.
14:06
It needs to be able to work.
14:09
But here is one of the most important pieces,
14:13
which is empowering the team.
14:15
So how you go about understanding
14:19
those different departments and empowering those employees
14:23
to make those decisions that benefit the customers
14:27
and giving people autonomy to do that.
14:29
And that was one of the things that I built in
14:32
when I-- in my last role.
14:34
It was about the autonomy to make decisions,
14:36
no matter what level of customer success you were,
14:38
you had the ability to make those decisions
14:40
and we would back you.
14:41
It was the right thing for the customer.
14:43
And it was a culture that we built around that.
14:46
And it really did give a cohesive way of operating,
14:52
not just us and how we created this team that was just so
14:57
immense and wanted to be together,
14:59
but how that was then seen across the rest of the company.
15:04
And how individuals within that team
15:07
did feel empowered in order to do the best thing for that customer,
15:11
or challenge and bring things out in order for that
15:15
to be managed across the whole business.
15:19
But that way of operating is really
15:23
being an ethical leader and doing the right thing all the time.
15:28
And it comes from really understanding
15:30
what your values are as a leader and what
15:32
you want to be able to empower and ensure
15:36
that your team are going to deliver
15:39
and how you go about doing that.
15:41
And those values really sit around trust and honesty
15:45
and building loyalty and fellowship.
15:47
But that comes from, I think it comes from me
15:50
being just so accountable and responsible the whole time
15:53
to do the right thing that I always
15:56
wanted to work with a team that had cooperation
16:00
and that there was harmony and there was not
16:02
a bunch of people infighting the whole time.
16:05
So there was these things that I really tried to enforce
16:08
and put around the rest of the business.
16:11
But I really did fight for my team.
16:14
And there was moments where I really
16:16
went above and beyond in order to do the right thing
16:19
by a person because it just wouldn't have actually
16:22
happened if I hadn't have gone and fought for it.
16:25
So that purpose and that ability to have integrity
16:29
and do the right thing all the time
16:32
creates that authenticity of leadership
16:35
where people do want to follow you,
16:37
do want to be part of your team.
16:39
And it also, it creates resilience as well.
16:43
And I became very resilient to a lot of situations
16:51
that I went through.
16:53
And taking the company through that type of change
16:57
is hard.
16:58
And there is a lot of individuals.
17:02
Everyone is quite cooperative.
17:05
But there is particular individuals
17:07
that you have to go and influence
17:08
and give them the understanding and tell them
17:10
the consequences as to why we're doing things.
17:13
And what's going to happen if we don't do it?
17:15
And those are the things that really start to resonate.
17:19
And working with your CFO is incredibly important
17:22
in trying to do a project like this across the business.
17:26
So it comes down to open and honest communication,
17:29
really fosters that ability of trust and loyalty.
17:35
And obviously you need a charismatic leader.
17:38
You need somebody that really represents the company
17:41
and really wants to do the right thing by the company
17:44
and also by the team.
17:48
And having somebody in that position who really believes--
17:52
and I think this is one of the things
17:54
that it comes down to is belief.
17:58
You have to believe that you can do it.
18:01
Because if you don't believe it, the rest of your team
18:04
are not going to believe it.
18:06
And there are days where you don't believe it
18:10
because you come across a barrier.
18:11
And you need to get over that barrier.
18:13
And it's about how you overcome that barrier, too.
18:16
Grows you as a leader.
18:18
But that true belief inside is so incredibly important
18:24
in order to drive change at this scale.
18:27
And investing in customer success, not taking it out,
18:32
but investing in how it operates is also really important
18:37
because it should be part of go-to-market.
18:40
And if it's not, you're too siloed.
18:43
And you are very much thinking about how you represent yourself
18:48
all the time and justifying how you should be measuring your team.
18:55
And is it enough?
18:57
And are they going to take us out?
18:59
Are we showing enough value?
19:01
And it's not just to the customers.
19:02
It's a constant-- and I was having a conversation with Annika
19:05
just now-- it's a constant battle
19:08
to show where you sit in the organization
19:11
and what you're actually contributing to.
19:15
And if you are on a dashboard and if you are sitting alongside
19:19
the metrics of driving leads and you
19:23
have the partner team, you have the sales team,
19:28
you have the SDR team, the marketing team,
19:30
and customer success, you're going
19:32
to see the ability to drive those leads and those leads
19:35
that close, you're going to fly.
19:38
Because it really-- the relationship
19:40
you have with your customers and if you lead by empathy
19:43
and do it in a human-first way, and really,
19:46
it's about the success of how that customer is feeling
19:49
that you're going to help them achieve their goals,
19:52
that all of those things just emulate into trust.
19:56
And those customers are going to trust you
19:58
and they're going to ensure that they're
20:02
going to look at other opportunities to grow with you.
20:07
So I feel that it's a real foundational piece
20:09
in order to deliver the results, but also
20:11
a operational capability and infrastructure capability too.
20:17
So that support-- providing the dedicated teams,
20:21
but also providing the real level of support
20:25
that can really inspire those exceptional customer
20:28
experiences is really important.
20:31
So in terms of what does success look like,
20:35
what are you really trying to achieve?
20:36
Well, you're trying to achieve increased growth,
20:38
increased customer satisfaction, reducing churn,
20:42
and building those deeper relationships.
20:44
So that over time, that's the growth of the company.
20:48
And I think a lot of companies don't really
20:50
appreciate the level and the ability for customer success
20:56
to retain, grow, and build that trust.
20:59
And that's why you have a customer success team.
21:02
But the level of growth that you can get out
21:04
of existing customers is huge.
21:08
And on the leaderboard and you're
21:11
driving 45, 50% conversion on the leads
21:15
and the other teams are just way, way down.
21:18
It really shows what you're contributing
21:20
to the rest of the organization.
21:22
So all employees need to think first, customer first.
21:26
That's about working with HR.
21:28
It's about working with the culture team.
21:31
It's really looking at how and what impact they can have
21:38
at every touch point.
21:40
So thinking about being customer first
21:43
from a product perspective, being customer first
21:45
from a marketing perspective, from an AE perspective,
21:50
how and what do they need to do for long-term growth.
21:53
And it really depends on how everyone's measured.
21:55
But that customer first is going to come from customer success
21:59
and from the support team and the professional service team
22:02
because that's what they do.
22:04
However, all customer facing employees
22:08
need to know that life cycle.
22:10
And I can't iterate enough how important it is
22:13
that life cycle is defined out and a race is defined out
22:17
and how everybody interacts with everybody
22:20
across the company because it takes out the friction
22:23
for the customer and also gives accountability
22:27
and responsibility to teams during those pieces
22:29
of the life cycle.
22:31
And so it comes down to the--
22:34
there needs to be, as I said, the infrastructure
22:37
and tracking capability to join everybody up,
22:40
join that customer journey up and identify
22:43
where those points of growth could be
22:47
or the points of retention risk.
22:52
And where could those actually be?
22:54
And what is the plan once you see that retention risk?
22:57
What do you do about it?
22:59
But that needs to be way more automated.
23:01
And we have a real opportunity with AI,
23:04
but we also have a real opportunity
23:06
to help start building this within our businesses
23:09
because it is so siloed.
23:12
There are so many systems that sit
23:14
owned by different parts of the organization.
23:17
So you'll have Salesforce being managed by the SalesOps team,
23:21
Gainsite being managed by the customer success team,
23:25
ServiceNow being managed by the support team.
23:27
You've got all these systems as well as finance owning
23:30
all of the billing systems.
23:34
All of these systems all sit with different teams
23:36
and nothing's joined up end to end.
23:38
So that capability of doing that across the data
23:40
from the business is like the first step
23:42
and how you actually operate this.
23:44
And then there's thinking about what the customer really needs
23:46
in terms of the value framework that you should be putting in.
23:50
What are those outcomes?
23:51
So you go sell it, you build it, you create the dream,
23:56
and then you go sell it.
23:57
And what about delivering for those outcomes?
23:59
How do you build a value framework around that?
24:02
And the way we did it was look at what's it going to take
24:06
to deliver 25, 50, 75% of adoption?
24:11
And during those, that 25%, what does it mean to adopt 25%,
24:16
what features get us there?
24:18
How far along do you actually get to achieve your user case
24:22
that you started out with at the beginning
24:24
in the sales cycle?
24:26
And actually join it up with telemetry and work out,
24:30
are you achieving that for that customer?
24:31
Because that's what's going to really provide the outcome
24:35
is to how you go do it and then go back in the QBRs
24:38
and tell the customer how it needs to be delivered.
24:41
It's going to be, it's being delivered, sorry.
24:44
And what you've done for that customer.
24:48
So, as I, you know, I can't history,
24:53
this is just so important for me now.
24:56
Like this is like the biggest revelation.
24:58
I was doing all of this in my last job
25:00
and then I read this book and it's called Revenue Operations.
25:03
And I had a conversation with Stephen DeOrie
25:06
who wrote this book 'cause I was so excited to find it.
25:11
It's basically the manual as to how you do this.
25:14
It's how you can build your organization
25:17
but you need to have the confidence and belief
25:20
to go and do that.
25:21
To go and provide that type of insight
25:26
to the rest of your leadership team
25:28
as to what's happening across different parts of your org
25:32
and how you can change things.
25:35
And it is a company-wide project, yes.
25:39
And it needs sponsorship, yes.
25:40
But if you are going to do something like this
25:45
and you are going to try and turn the company
25:48
in a different direction,
25:52
this is what you need to really look at
25:54
because you can do it yourself.
25:57
You can have that influence to get that changed.
26:01
And I never got all of the way
26:04
but I did do a hell of a lot of the journey.
26:06
And I was so proud of what I got done.
26:10
But we are siloed and the life cycle
26:14
within the business needs to be defined
26:16
and that we need to be able to put those systems in
26:20
and we need to be part of go-to-market.
26:23
If you're not part of go-to-market,
26:25
you are not in the right place
26:27
because all of the data that you have that I described,
26:31
you've got marketing operations,
26:33
you've got the product ops team,
26:36
you've also got sales ops,
26:39
you've got customer success ops,
26:41
you may even have professional services ops,
26:44
you may even have support ops,
26:45
all those ops teams all siloed at the moment,
26:48
who's looking at how those operations teams
26:52
can be pulled together under one leader
26:54
that can really help identify
26:57
where the growth in those accounts is,
27:01
where the risk in those accounts are.
27:05
And those are the things that can really be born out
27:08
of building little hubs of teams,
27:10
whether it be an AE, professional services person
27:13
and the CSM that come in to help.
27:16
You've seen a flag in the system
27:17
and you're now on the account.
27:19
You can see that you can grow it by X amount
27:21
or you can retain it.
27:22
And that retention of that customer
27:24
is way more important than going out
27:27
and bringing in a new customer
27:29
that is not part of your ISP
27:33
because that's gonna make the whole journey so hard.
27:36
And I know most of you see that a lot.
27:39
But the advanced analytics and the AI
27:42
that we can put into this whole story now
27:45
is going to really elevate how we operate.
27:50
But you, you know, the opportunity customer success leaders
27:53
have to initiate that and work with the finance team
27:57
and work with the rest of the organizational leaders
28:00
to flag this.
28:02
It's a hard slog at the beginning,
28:04
but once you start getting momentum
28:05
and start working around a customer first mentality
28:08
with the HR and the culture team,
28:10
you really start to see this.
28:12
Everyone wants to work in a place
28:14
where we do the right things
28:16
and we succeed together as a team.
28:18
And this is what I see is help,
28:20
will help many organizations
28:23
provide the opportunity for turning around growth
28:28
is changing how we look at the infrastructure
28:32
and the processes within our companies.
28:35
'Cause it is about lifetime value
28:39
and it is about profit in the end.
28:41
Couple more slides.
28:43
So what helped me, I've told you some of it,
28:46
how you represent the customer and the experience,
28:50
company transformation needs sponsorship,
28:52
you need somebody that's really gonna help you.
28:54
You need one and then you need to go and work on the others.
28:58
But with one person sponsoring you
29:00
at that exact level, you're going to start to see momentum
29:03
and it's about how you go and present the data.
29:06
It has to be data driven,
29:07
it has to be customer experience driven
29:09
and you need to show how it can be done
29:11
and what needs to be done.
29:14
And, you know, you need to work out
29:15
before you go in to see them,
29:17
what types of individuals need to be
29:19
in that transformation project.
29:21
Help people see it's possible,
29:24
that's that belief thing that I talked about.
29:27
And driving that customer first vision
29:31
and building your case through data,
29:34
having the persistency,
29:36
you gotta be persistent in doing this stuff
29:38
'cause it's hard.
29:40
And then really proving out that test case segment two.
29:44
So even if you could do it on a mini scale
29:46
and to show that it could be better
29:48
with a number of different components or changing things
29:52
and putting a customer that, you know,
29:54
that comes through the sales team
29:55
through a different process
29:57
to see how different things work.
29:59
So it's a way from organizational change first
30:01
but actually testing things would be a good way
30:04
to actually get influence and ensure that
30:08
people really do listen
30:09
'cause you've gone and tested things beforehand.
30:12
And then it's about taking action,
30:15
implementing and just watching it grow.
30:17
And going in, being bold,
30:20
be bold and say what it was,
30:22
it was gonna help the organization do in doing
30:26
in terms of improving retention, reducing churn,
30:31
growth 'cause you're not losing those customers,
30:33
you're gonna grow them.
30:35
Improving the ability for,
30:37
if you're looking at value framework as well
30:40
and you're going end to end,
30:41
you're really gonna start to see those customers
30:44
that haven't seen the value as much
30:45
because you know you've defined out
30:47
how you're gonna track it,
30:48
you're gonna start to see those customers
30:50
really want to work much more with you
30:53
because that's what's gonna drive the customer happiness.
30:58
And in summary,
31:00
it's about a company wide approach
31:04
and positioning CS in the go-to market
31:07
and being a revenue ops type business.
31:13
You've got sales ops, sure.
31:15
But this is about tying all pieces of data up.
31:18
Then it's about the people
31:21
and what's the CSM promise?
31:23
You need to define that promise.
31:24
If you don't define it,
31:25
how are you going to really know your why?
31:30
And you need to understand all of your teams why too,
31:34
understand what those people are trying to do.
31:37
I really focused in on a lot of the development
31:40
of the team too and what was needed
31:43
and how we were gonna do that.
31:44
And lots of people through the years
31:46
that I worked in my last job really grew
31:50
because we had clear understanding
31:52
and they had clear understanding of development plans
31:55
but we also had a lot of succession plans as well
31:58
and we put in different leadership layers
32:01
and people came through the ranks
32:03
and you had really phenomenal careers
32:06
in our last business.
32:11
So the processes as well,
32:14
are we taking you through in terms of how you can do it
32:17
and what those playbooks could look like
32:19
in terms of changing the company
32:21
to do something like this
32:23
but really working out how customers
32:26
are measured through the journey
32:28
and also how they measure you.
32:30
That's so important.
32:31
And then what's the success criteria
32:36
we've talked about but the,
32:38
how this be shared across the business
32:41
and how do you really ensure around the delivery
32:45
of customer centricity?
32:46
Defining that is of utmost importance
32:51
because otherwise you just don't have that dream
32:54
as to what you're actually moving towards.
32:58
Thank you.
33:00
(audience applauding)
33:05
- All right, thank you Lara.
33:06
Also, we're gonna take some questions now.
33:09
So please jump into post-Europe app,
33:13
track six, submit your questions and let's get going.
33:16
Right, Anita, thank you for your question.
33:18
Lara, you mentioned the importance
33:20
of finding your own values.
33:22
For example, trust, empathy.
33:24
Is there a particular exercise
33:25
that you would recommend for leaders
33:27
finding their values and leadership style?
33:29
- Yeah, yeah.
33:30
So I don't know whether you can get it on,
33:32
you could Google it
33:33
but there is a list of values
33:36
and if you reach out to me on LinkedIn,
33:38
I will send you my list of values 'cause I've got it
33:41
but it was like, there's just hundreds of them on one page
33:44
and you spend a good half an hour and you go through
33:48
and the ones that jump out of the page
33:50
and resonate with you, they're your values,
33:52
they're what you stand for.
33:53
I've done a lot of this with coaches
33:57
that I've had over the years
33:58
but I really understand what I represent and who I am
34:01
and why I react in certain situations to things
34:06
and I wouldn't say I'm emotional, I can control it
34:09
but it really does build inside
34:12
when I know it's really important to me
34:14
and that's because of the deep value.
34:16
So if you're getting in touch with me on LinkedIn,
34:19
absolutely I'll send you the list of values.
34:24
- Awesome, right, next one.
34:27
What metrics or indicators can be used
34:30
to assess the impact of human first leadership
34:33
on customer experience and organizational success?
34:36
- Great question.
34:37
I think the metrics and indicators can be used.
34:46
I think that
34:47
starts with what do you wanna be?
34:53
So what do you want your department to be?
34:56
How do you want to be seen
34:58
and how do you want your CSMs to operate
35:03
and be known for?
35:05
And what qualities are needed in order to provide
35:10
that overall vision of what you are trying to achieve?
35:15
When I started out, I was at Site Corps seven years,
35:19
I built it from scratch
35:21
and I had a clear understanding of what it was gonna take
35:25
to run 3,500 customers.
35:28
And I was laughed at within the first few months
35:31
of I said, you can't just give me 10 CSMs,
35:35
if you want me to do a full coverage model,
35:36
I'm gonna have to have 50.
35:37
And they were like, you haven't a laugh.
35:39
And when I left, there was 75 within the CS team.
35:43
So it did include operations,
35:46
but I was right because I had a vision
35:49
and I knew what we were gonna need to build it out.
35:52
But those, the human first leadership metrics,
35:56
I think it comes down to how you want to be seen
36:01
and are you being seen in those ways?
36:04
So the metrics of, it's a very difficult question.
36:09
I'm trying to think of specific things,
36:11
but it's setting out your goals
36:13
and how you wanna be seen.
36:15
And then, and actually throughout the organization,
36:18
you're gonna see people that either come to you
36:21
and ask you for a job because they wanna work for you
36:24
or they're going to see what you're doing
36:27
and compliment how you're operating
36:29
and how your team operate.
36:32
And I used to get that a lot.
36:34
One of my leaders or CSM would go into a meeting
36:38
and I would get compliments from the AE
36:41
or one of the professional services or support leaders.
36:44
Those are the types of things.
36:46
I think it's more tangible, it's more emotional.
36:51
You'll know if you're actually achieving those
36:53
metrics and you could do it based on feedback.
36:58
I think that's, I can't, I can't think of anything else.
37:03
- Good answer.
37:04
Okay, I love this next question.
37:06
How do you foster a customer-centric approach
37:08
when you are but one department in a sea
37:11
of offering different attitudes?
37:14
- Yeah.
37:15
So I see it in a very big picture.
37:18
I see it as we're very privileged to know
37:22
how our customers are going through
37:24
an end-to-end journey with us.
37:27
And we do see it, if you start to open your mind
37:29
and not look at it from just what you're doing
37:31
in terms of a siloed CS perspective,
37:34
how the impacts start from building a great product
37:37
and going out to market and selling a dream,
37:40
it's about doing the right things by customers
37:46
doing the right things by customers,
37:51
having a clear understanding of what you want to achieve
37:57
to the customer but also internally.
38:00
How do you want to be seen?
38:02
And
38:03
doing lunch and learns, and I mean,
38:10
they're not the answer to lunch and learns
38:12
but the biggest thing is actually understanding
38:14
everything end-to-end and then ensuring that you're using data
38:19
to pull from the NPS what customers are experiencing
38:23
and then working out how you navigate that back up
38:26
to the put implement and then, you know, they've been working
38:29
with a partner that they've had to chop out
38:31
because they weren't trained enough.
38:33
And then, you know, they have then gone on
38:37
and they've had an incredible experience with their CSM
38:40
because they've supported them all the way along the journey
38:42
as well as the support team in helping them.
38:44
And, you know, those types of, those types of real-time feedback
38:51
from a customer across a whole journey
38:53
elevates how tough it is and then it's about ensuring that
38:58
you can bit by bit show from those,
39:02
that real data point from that customer that you're then going in
39:07
and helping affect people to think about the customer
39:12
from a departmental perspective and then going in
39:15
and talking to product and, you know, the product team,
39:18
be the person that goes in with those data points
39:21
and talk to the product in their product team.
39:23
They might have, you know, a couple of hundred people
39:25
on a product call every month and be a speaker at their meeting
39:29
and, you know, stay the same thing to every single department
39:34
and give them that vision and view and eventually it does create momentum.
39:40
And if you can work, if you've got a customer first value
39:44
for your brand at work, go in and work with the culture team
39:50
and the HR team to help initiate that and pull it into how you work,
39:56
how we go to market with the marketing of the product
40:00
and how it can be more, it can resonate to be customer first.
40:05
So it's really how you go about working with the different departments
40:08
to influence and create that momentum and build the wave.
40:14
You've got to be, you've got to have a lot of tenacity
40:17
and you've got to believe that it can happen.
40:20
Module gains.
40:21
Can we just get the timer down on the screen here
40:23
so we don't run over please?
40:25
Okay, I love this question because every time he's asked,
40:28
"Do you always hear a different answer?"
40:30
Do you think customer success should be more commercial?
40:33
And if so, do you think empathy and being commercial can coexist together?
40:38
Yes.
40:39
(Laughter)
40:41
There you go.
40:42
There you go.
40:44
Customer success has to be commercial.
40:46
If you're not being commercial, you're left behind.
40:48
How are you ever going to justify your existence
40:52
if you can't put a number to your team?
40:56
And it really does make a huge difference.
41:00
And that's what it's said to you about being on a leaderboard
41:02
with the rest of the teams.
41:03
If you're going to create leads or drive leads,
41:06
they need to see how they convert.
41:07
They need to see what you're driving.
41:09
And they need to see the impact of the difference between a sales person
41:18
going at and they should be negotiating closing.
41:20
That's what they're great at.
41:22
But a CSM can drive leads from being a trusted advisor
41:27
and understanding.
41:28
They have a deeper level of relationship with that customer.
41:30
They can understand what the customer needs.
41:34
Across the rest of their tech stack to understand and see if they need
41:37
any further product from you.
41:40
Or do you think empathy?
41:45
So I do think you can be still empathetic and be a sales person
41:49
because you should be understanding what the customer requires
41:52
and what they need rather than going and selling a dream.
41:56
You can actually sell the reality if you can put in place the measurements
42:00
in order to drive outcomes.
42:03
There you go.
42:04
All right, we're going to take one last question.
42:07
When your organization faces a financial or operational crisis,
42:11
how do we ensure that decisions made during those times
42:14
still prioritize customer value and the promises made to those customers?
42:20
So I took you through some of the things that organizations do wrong,
42:29
which is they have such a short-term focus.
42:33
And it does cause operational crises because they pull out people
42:38
from a lot of the ops teams, don't they?
42:41
Or they remove customer success or they remove marketing or people
42:46
that are actually there helping the journey move along and they start
42:50
to remove those individuals for cost purposes and margin purposes.
42:54
You've got to have the data to help show.
43:01
And this is what I said about, you know, if you are,
43:05
if you have metrics that you're proving, the value that having a CSM
43:09
on something in comparison to the value that you can get from,
43:16
you know, a new salesperson prioritizing that value,
43:22
sorry, ensuring that you're using the data to show that the customer success
43:30
team is operating profitably is huge.
43:37
And I think during that time, it's going to take a dip with customers
43:43
if they start taking cost out.
43:45
And that is the risk that these companies take.
43:49
And unfortunately, you've got to have a lot of the underlying data
43:54
to show why a CS team is so critical for the retention of those existing
44:00
customers during a time of new business isn't coming in as fast as they'd like it.
44:05
And that's why they require a CSM team.
44:09
Awesome. All right. Thank you, Laura.
44:11
So just before we end, as I mentioned at the beginning,
44:14
you will get a copy of Laura's presentation and the audio recording of today.
44:18
There should be in the Pulse library in the next few weeks.
44:21
I saw people taking pictures, but you will get a copy of the slide deck.
44:25
Please be sure to give some feedback to Laura via the Pulse mobile app.
44:30
You can win a 50 euro Amazon gift card if you're lucky.
44:34
Just a quick reminder, if you're registered for the session in Track 1 in the
44:38
main stage,
44:39
then you've got 15 minutes to get to that session.
44:42
If you're in this track next or any other track, then you've got 30 minutes to
44:46
get a coffee
44:47
or go visit the Gainsight booth or whatever you want to do.
44:51
And please, will you now join me in thanking Laura for her incredible insights
44:57
today.
44:57
Thank you, Laura.
44:58
[applause]
45:04
Enjoy the rest of Pulse Europe.
45:06
[silence]