Panel: Optimize the Customer Journey: Foster Relationships, Verify Outcomes, Drive Growth & Adoption
Beth Jarchow, Lead Customer Success Manager, Workiva; Bill Miller, Team Manager of Customer Success, Workiva; Danielle Woerth, Lead Customer Success Manager, Workiva; Ryan Moorhead, Lead Customer Success Manager, Workiva. - This session will feature strategies for building customer relationships that lead to broader platform adoption and growth, regardless of the size and maturity of your Customer Success organization. Workiva has found that as the trusted-advisor relationship between the CSM and customer grows, the ability to progress through a series of Customer Success functions (Strategic Engagements, Success Planning, Business Reviews, Qualified Leads, etc.) naturally follows. Utilization of the Gainsight platform gives us the ability to put our customers first by allowing us to create and track customer business objectives and goals, which lead to actionable insights that drive our business decisions.
