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When new company leadership is considering a competitor’s solution, it is important to hold an executive briefing to evaluate the risks associated with the proposed solution. This action allows for a strategic discussion on the implications of switching solutions and ensures that the leadership is fully informed about the potential impact on the company’s operations and goals. References: Cisco Customer Success Manager documentation1.

Two examples of leveraging data to identify a customer barrier are evaluating feedback from the customer operations team and consulting the health index. Feedback from the operations team can provide insights into operational challenges, while the health index can indicate areas where the customer may be struggling with the solution

 A high touch customer success experience is characterized by personalized and customized support, often involving regular one-on-one meetings with a dedicated customer success manager12. This model focuses on providing elite customers with a tailored experience that addresses their specific needs and challenges, ensuring they receive the highest level of service.

Driving full adoption of the company’s technology across all supported solutions ensures that customers are utilizing the product to its fullest extent, which is critical for demonstrating value and fostering long-term customer relationships.

When communicating with executives, it’s critical to focus on the value achieved by the solution and how it aligns with executive priorities. Executives are interested in how the solution contributes to the company’s strategic goals and overall success. References: Executive communication guidelines that prioritize value demonstration and alignment with leadership objectives.

To uncover customer barriers, it is essential to use a combination of observation, conversation, and data. Observation allows for understanding customer behavior in context, conversation provides direct feedback and insights from customers, and data offers quantitative evidence of customer interactions and experiences

Adopting a lifecycle approach with proactive reviews of service performance against predefined KPIs can help prevent disagreements over the value of delivered work. This approach ensures that both parties have a clear understanding of the expected outcomes and can address any issues before they escalate into significant disagreements. 

 Adoption campaigns typically include actions such as messaging users about best practices for their solutions to encourage proper and effective use, and informing stakeholders about new features that could enhance their solution’s value. References: Cisco Customer Success Manager documentation and best practices in adoption campaigns emphasize the importance of educating users and stakeholders to drive solution adoption and utilization.

 Examples of expand opportunities include providing solution optimization services to enhance the customer’s use of the product and increasing the license count to accommodate more users or additional functionalities.