Podcasts about Customer success

In this episode of the Healthy, Wealthy and Smart podcast, host Dr. Karen Litzy sits down with Amy-Lynn Taylor, Jane's Customer Insights and Enablement Expert, to discuss the innovative solutions Jane offers to healthcare practitioners. Amy shares her journey from the US support team to her current role, emphasizing the importance of customer feedback in product development. The conversation covers Jane's AI scribe, community building, and upcoming features, providing listeners with insights into how Jane is transforming the healthcare industry.     Takeaways Amy Lynn Taylor emphasizes the importance of customer feedback in product development. Jane offers a free plan for practitioners to try AI Scribe with up to five notes a month. The AI scribe has been a game-changer for many practitioners, improving their workflow. Jane's community-building began organically and remains a priority. The platform integrates AI to enhance user experience and streamline processes. Jane's customer support is highly praised for its dedication and effectiveness. Upcoming features include secure messaging and telehealth capabilities in the client app. Jane websites can now be created quickly with AI, integrating seamlessly with the platform. The platform's community includes Facebook groups for users and non-users to connect. Jane's AI tools help clinics build their social media presence and improve SEO.   Chapters 00:00:00 Introduction and Guest Welcome 00:00:00 Amy Lynn Taylor's Journey and Role 00:00:00 Jane's AI Scribe and Free Plan 00:00:00 Community Building and Customer Support 00:00:00 Upcoming Features and Innovations 00:00:00 Conclusion and Key Takeaways   More About Amy-Lynn: Amy-Lynn is part of the amazing team that helps Jane's Customer Success crew work smarter, not harder. She is passionate about keeping the voice of the customer at the heart of everything I do. That means finding ways to turn feedback into action, streamline processes, and make life easier for the incredible people who spend their day fulfilling Jane's mission to "Help the Helpers." It's part detective work, part problem-solving, and 100% about creating a better experience for everyone.   Resources from this Episode: Jane EMR Jane on Facebook Jane on Instagram Jane App Community on FB Jane App US Billing Community on FB Amy-Lynn on LinkedIn   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of The Bug Bux Podcast, host Allan Draper sits down with Reagan Nickl, Vice President of Customer Success at Ask Nicely, to talk about one of the most overlooked growth levers in the pest control industry: customer experience.While many PCOs are focused on marketing, advertising, and new customer acquisition, Reagan shares why the smartest companies are investing their energy in retention, reviews, and referrals. Drawing from her experience helping home service brands across the country, she explains how to build a repeatable “referral flywheel” that turns happy customers into loyal advocates.Allan and Reagan dive into the systems behind a world-class customer experience, how to collect feedback in real time, close the loop with unhappy customers, and empower technicians to create “wow” moments on every service visit. They also unpack how to use customer data to coach teams, boost morale, and make better business decisions.Reagan introduces Ask Nicely's CARTG framework, breaking down the five pillars of CX success:Collect: Capture feedback consistently and automaticallyAct: Respond quickly and personally to customer inputRecognize: Celebrate your top-performing technicians and teamsTrain: Turn feedback into coaching and development opportunitiesGrow: Use positive feedback to fuel reviews and referralsWhether you're a small operator looking to improve retention or a multi-location company aiming to scale customer experience, this conversation will help you shift your mindset from chasing new leads to building long-term loyalty.

What if the only thing standing between you and a job offer you actually want is a strategy you haven't heard yet? In this episode, I'm breaking down the real story behind how Amy went from a brutal late-stage rejection at MongoDB to signing a $150K base offer, PLUS negotiating an extra 10K just weeks later.You'll hear the exact steps she took to rebuild momentum fast, the cold-outreach strategy that had hiring managers responding within 24 hours, the interview storytelling shift that instantly made her stand out from “qualified” candidates, and the pipeline and negotiation moves that turned one solid offer into a life-changing one. By the end, you'll walk away knowing exactly how to regain control of your job search, rebuild confidence after rejection, and create the kind of momentum that makes opportunities come to YOU. If you want a job search process that actually moves you forward without burning yourself out, hit play and let's dive in.0:44 – Why Late-Stage Interview Rejection Doesn't Mean Starting Over4:21 – How Strategic Cold Outreach Can Unlock Interviews at Top Companies8:25 – Why Your Interview Stories Need More “How” (Not Just Results) to Stand Out12:15 – The Secret to Keeping Momentum: Juggling Multiple Opportunities, Even in Final Rounds 13:40 – Why You Should Always Negotiate Your Offer, Even If It Looks Great15:44 – The Four Steps to Rebuild Job Search Momentum After Rejection

Want to win a free pair of airpod pros, sign up for a demo with Vitally: https://www.vitally.io/csproThe Objection Handling Guidebook for CS: https://www.thecustomersuccesspro.com/offers/Z6Ng26vg/checkoutIn this episode of the Customer Success Pro Podcast, host Anika Zubair speaks with Courtney Balban, VP of Customer Success at Leadr, a manager enablement platform. They unpack how Courtney went from therapist to CS leader, why curiosity is a true superpower in customer conversations, and how her team runs a full cycle CS model without relying on rigid playbooks. Courtney shares how she teaches CSMs to sit in discomfort, separate noise from impact, and use deeper discovery to uncover real business problems instead of reacting to surface requests. They also dig into psychological safety, call coaching, leading managers through the teddy bear plus bulldozer balance, and the shift from retention first thinking to treating CS as a growth engine that speaks in outcomes and revenue language.Chapters:00:00 Introduction06:55 Inside Leadr, full cycle CSMs and structuring the post-sale team14:16 Cutting through the noise, activity versus impact and root cause thinking23:10 Redefining customer value and building a team without rigid playbooks30:32 Curiosity as a superpower36:54 Why CSMs stop one question too early and how to go deeper without feeling salesy42:19 Psychological safety, call coaching and how the team transformed47:31 Leading leaders, big lessons learnedConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/RevUP Academy: https://thecustomersuccesspro.com/revupConnect with Courtney Balban:Linkedin: https://www.linkedin.com/in/courtneybalban/Grab our FREE resources here: https://thecustomersuccesspro.com/resources Want to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

Hey CX Nation,In this week's episode of The CXChronicles Podcast #273, we welcomed Varun Sharma, Co-Founder & CEO of Enterpret based in New York, NY. Enterpret provides custom AI to transform how you understand customers – from feedback chaos into clear, confident action. Harness superintelligence that feels like intuition, so your product and CX leaders never miss a signal.The Enterpret platform supercharges teams via advanced LLMs to help brands like Notion, The Farmer's Dog, and Perplexity build better products and experiences.In this episode, Varun and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team think through on a daily basis to build world class customer experiences.**Episode #273 Highlight Reel:**1. On a mission to connect product leaders with their customers2. Pioneering customer intelligence with AI 3. Understand your customers wants & needs 4. Creating actionable reporting to lift your CX & EX 5. VOC support to help grow your business Click here to learn more about Varun SharmaClick here to learn more about EnterpretHuge thanks to Varun for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & contact center space into the future. For all of our Apple & Spotify podcast listener friends, make sure you are following CXC & please leave a 5 star review so we can find new members of the "CX Nation". You know what would be even better?Go tell your friends or teammates about CXC's custom content, strategic partner solutions (Hubspot, Intercom, & Freshworks) & On-Demand services & invite them to join the CX Nation, a community of 15K+ customer focused business leaders!Want to see how your customer experience compares to the world's top-performing customer focused companies? Check out the CXC Healthzone, an intelligence platform that shares benchmarks & insights for how companies across the world are tackling The Four CX Pillars: Team, Tools, Process & Feedback & how they are building an AI-powered foundation for the future. Thanks to all of you for being apart of the "CX Nation" and helping customer focused business leaders across the world make happiness a habit!Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

What if your sales team woke up on Monday to a calendar already full of qualified discovery calls? In this episode of Sharkpreneur, Seth Greene interviews Gabe Lullo, CEO of Alleyoop, who has helped companies from startups to giants like Microsoft, Peloton, and ZoomInfo transform their sales pipelines. Under his leadership, Alleyoop.io has pioneered a two-step model that separates prospecting from closing—backed by 11 million cold calls a year and a focus on authenticity in outreach. In this episode, Gabe shares the systems, stories, and strategies that have fueled Alleyoop.io's rapid growth and its role in scaling billion-dollar brands. Key Takeaways: → The two-step approach that separates prospecting from closing. → How Alleyoop.io serves both startups and global enterprises. → The “hot lead vs. warm lead” model—and why timing matters. → What really causes sales teams to stall (hint: it's not always leads). → Why most “lead gen companies” aren't actually prospecting. Gabe Lullo's expertise in sales, marketing, recruiting, and management began when he started his own business after graduation from the Barney School of Business at the University of Hartford. He owned and operated his own sales, training, and marketing firm for more than a decade. He excelled in training sales and marketing professionals, and additionally, Gabe has had a successful career in executive recruiting. He has been instrumental in expanding the company's search and placement for IT, Software Development, Sales, Customer Success, Marketing, and Executive leaders. Gabe's most recent success has been with us here at Alleyoop. For many years he has been working to build and grow the company by focusing on our culture, environment, customer success, and sales. Connect With Gabe Lullo: Website: https://alleyoop.io/ LinkedIn: https://www.linkedin.com/company/alleyoop-io/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Thésée Datacenter franchit une nouvelle étape majeure avec l'acquisition par le fonds Vesper. Avec Antoine Fournier, Président de Thésée Datacenter et Medhy MENNAI, Director of Sales, Marketing and Customer Success chez Thésée Datacenter. Découvrez comment Thésée Datacenter prépare son avenir avec l'arrivée du fonds Vesper, soutenant son expansion et ses projets de construction. Cette vidéo dévoile les coulisses de cette étape clé, ce qui distingue Thésée Datacenter sur le marché et l'impact de cette opération sur l'écosystème français des data centers.LinkedIn - https://www.linkedin.com/company/datacenter-magazineSite web - https://dcmag.fr/Youtube - https://www.youtube.com/channel/UCCtW-B5vCepFyjbAfCpa5_QHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

What if the fastest way to rebuild your career confidence isn't another resume update or headline hack, but a game you play at the holiday dinner table? In this quick, punchy episode, I share the deceptively simple activity I first tried with my own family and how it genuinely changed how I see myself and my career.Instead of diving into another round of job searching advice, I break down the power of this crowdsourced strengths game and why hearing the real, non-sarcastic things your loved ones admire about you hits differently (especially when you're feeling stuck or rejected). I'll show you exactly how to play so it's not awkward and how to use what you hear to interrupt those negative self-talk spirals.If you're feeling discouraged, wrestling with imposter syndrome, or just want to remind yourself what you actually bring to the table (career-wise, not just the mashed potatoes), this episode is your permission slip to get radically honest feedback from the people who know you best. Try this game, and you'll realize you're more resilient and capable than your circumstances would have you believe. So go ahead, hit play and let's dive in.1:49 – How to Use Crowdsourced Feedback From Loved Ones to Interrupt Negative Self-Talk02:03 – The Real Reason Career Setbacks Feel Personal and How to Break Free from That Spiral 03:06 – How to Make Sharing Strengths Fun (Even with Sarcastic Families!)05:10 – The Surprising Power of Hearing What Others Admire About You (Especially When You Can't See It Yourself) and Why Your Current Circumstances Aren't Your Identity07:06 – How to Store and Use Positivity for Your Next Spiral

Most teams obsess over new business and ignore the people already paying them. That blind spot is killing retention, bloating acquisition costs, and making growth harder than it needs to be.In this episode, Toni sits down with Mallory Lee, a three time VP of Revenue Operations, to unpack why Customer Success is still treated like an afterthought and why that mindset breaks companies over time.(00:00) - Introduction (02:35) - CS Teams are the Forgotten Child (08:18) - The Customer Journey and Handoffs (11:46) - Maintaining Customer Context (22:02) - Product Usage Data and Signals (26:30) - Building Trust Through Customer References (32:17) - Identifying and Leveraging Power Users (35:03) - Gamification and User Engagement (38:14) - Systematizing Customer Loyalty (42:38) - Financial Implications of Customer Retention (44:24) - The Vicious Cycle of Churn (51:31) - Final Thoughts

AI isn't here to replace you—unless you let it. What if you could flip the script and use AI to become the most valuable Customer Success Manager in the room, no matter what your company throws at you (or doesn't)?In this episode, I reveal the two high-impact ways CSMs are actually leveraging AI to stand out—one that repositions you as a trusted consultant to your customers and another that instantly fills the coaching and feedback void you've been frustrated about for years. Forget about asking ChatGPT to write your follow-up emails. This goes way deeper, and I'll walk you through the strategies no one's sharing.I'll show you exactly how to use AI to create thought leadership content that your customers crave (and remember you for), plus the step-by-step system I use with my private one-to-one clients to self-coach, level up core skills, and get actionable feedback faster than any manager ever could. You'll learn how to build a bulletproof feedback loop and shift from vendor to trusted expert without needing anyone's permission.If you want to move from being replaceable to irreplaceable and get immediate, data-backed ways to make your customers care, get noticed by leadership, and truly accelerate your growth before the New Year, hit play and let's dive in.1:01 – Why Using AI to Summarize Emails Won't Set You Apart 1:16 – How to Use AI to Become a Valued Expert, Not Just a Vendor2:24 – The Fastest Way to Generate Thought Leadership Content That Customers Care About4:04 – How to Add “Real Value” with Non-Product-Centric Insights9:53 – Step-By-Step Guide: Coaching Yourself with AI When No One Else Does14:13 – How to Build a Feedback Loop So You Level Up Faster Than Your Peers

Text us your questions and thoughts!What if the smartest move in your forties is starting over as an intern? In this episode, we sit down with Adi Aloni, Customer Success Leader, to unpack a rare kind of career resilience: going from an established career, to taking a leap into an MBA, to a humble reentry through a marketing internship, and then a decisive pivot into customer success leadership. It's a story about trading ego for opportunity and discovering how a nonlinear path can be a competitive edge.For the first time ever, Adi shares her career journey and walks us through the phases of building customer success from the ground up: early days with a handful of customers, finding product‑market fit, scaling teams and specialisation, and finally shifting to sustainable growth with sharper retention and efficiency. We discuss:Why active listening outperforms any script How to price time and expertise so “free” help doesn't become invisibleWhat it takes to maintain momentum when you choose to stay at one company for a decade AI's emerging role in customer successShe also shares why she believes that the grass isn't greener; it's better watered—especially when you have the right people, a product you believe in, and permission to shape your own role.This conversation will leave you inspired so tune in and enjoy.

Send us a textSummary: In this episode of the PIO Podcast, Robert interviews Brandon Karr, Director of Customer Success at DroneSense by Versatwem, discussing the transformative role of drones in public safety. Brandon shares insights from his experience in law enforcement and the evolution of drone programs, emphasizing the importance of transparency, community engagement, and the integration of AI technology. The conversation covers real-world applications of drones in crisis situations, the balance between costs and benefits, and the future of drone technology in enhancing public safety operations.Drone Sense by Versaterm - VersatermSupport the showOur premiere sponsor, Social News Desk, has an exclusive offer for PIO Podcast listeners. Head over to socialnewsdesk.com/pio to get three months free when a qualifying agency signs up.

Scaling SaaS in 2026: AI, Talent, and the Future of People Operations is becoming a core focus for growing B2B companies as AI reshapes how teams work, how customers buy, and how leaders build the next generation of SaaS organizations. In this episode of the Grow Your B2B SaaS podcast, recorded live at SaaS Summit Benelux in Amsterdam, host Joran speaks with Hotske Wesselius about how AI will reshape scaling in 2026. With a background in marketing and a career shift into people and talent acquisition, Hotske supports SaaS companies in hiring and retaining top talent. Their discussion explores how AI is changing the buyer journey, customer success, people management, culture, team structures, search behavior, partnerships, go to market strategies, efficiency, and the overall pace of competition. The theme is consistent. AI will not remove the need for people, but it will transform how teams work, what skills matter, and how leaders manage and support their organizations. The episode also offers advice for founders at various revenue stages and the mindset shifts needed to thrive in a fast changing environment.Key Timecodes(0:00) – AI Breakthrough Intro: B2B SaaS in 2026, Scaling, Buyer Journey, Customer Success, People Leadership(0:47) – Talent Secrets: Hotske Wesselius on Marketing, Recruiting, Hiring Top SaaS Talent(1:12) – Scaling Revolution: What Will Separate Winning B2B SaaS in 2026 (AI-Driven Orgs)(1:26) – Skill Upgrade: New Capabilities for the AI Era — Agents, Enablement, Leadership(2:13) – Buyer Shift: AI Search, Findability, and Customer Support Automation(3:11) – Data Reality Check: People Analytics Built on Engagement + Results(3:33) – Automation Wave: Headcount vs AI, Cognitive Tasks, Reporting, AI “Brain” Roles(4:31) – Human-in-the-Loop: Training, Building, and Governing AI Inside SaaS Companies(4:52) – Culture Reset: Designing Strong Company Culture in the Age of AI(5:29) – AI-First Shift: Changing Mindset at Scale (Miro Example)(5:56) – Leadership Hack: Using ChatGPT for Feedback, Tone, and Empathetic Communication(7:03) – Hyper-Personalization: Tailoring Communication via Personality Types (DISC)(7:44) – Empathy Engine: How AI Improves Manager Communication & Employee Experience(8:15) – Pro Tip: Use AI as Your Personal Empathy Coach(8:29) – Sponsor Spotlight: Reditus — B2B SaaS Affiliate & Referral Growth(9:25) – Efficiency Mode: Growing Fast in 2026 with AI Automation

On this episode, we explore what it takes to shift from vendor to strategic partner — and why good metrics alone don't guarantee renewals.The difference between vendors who survive consolidation and those who don't isn't performance — it's relationships. Drawing from real customer success transformations, our expert guests reveal the frameworks that get customer success leaders in the room where decisions are made, the warning signs that predict churn despite healthy metrics and the tactics for building executive relationships that position you as a strategic partner.Listen for the compelling perspectives of Kelly McGuire, vice president of customer success at Everstage, and Tom Pelisson, director of global customer strategy and success at TELUS Digital.

La croissance la plus sûre ne vient pas des nouveaux clients.Dans un contexte où chaque point de croissance est difficile à gagner, savoir garder et faire grandir ses clients existants devient essentiel. Pourtant, on trouve très peu de contenu sur le sujet dans la littérature commerciale. 90 % des contenus parlent de new business alors que c'est plus cher et plus long que de renouveler et développer ses clients existantsJ'ai invité Corentine Le Gleuher, qui a passé 6 ans à piloter des comptes stratégiques chez AB Tasty avant de basculer récemment vers un poste new business.Elle partage sa méthode pour fidéliser les comptes stratégiques, anticiper les risques de churn et transformer la satisfaction client en expansion.Ce que vous allez apprendre :Comment faire collaborer CSM, tech et équipes internes pour satisfaire les clients ?La différence entre Key Account Management et Customer Success (et comment éviter les frictions)Les signaux faibles qui alertent sur un risque de non-renouvellement (même quand le client est satisfait)Pourquoi il faut anticiper le process de renouvellement avant la date anniversaire d'un contrat ?Comment détecter les "zones blanches" dans un groupe pour faire de l'expansion ?Le rôle stratégique des partenariats pour verrouiller et élargir un compte stratégique (retour d'expérience)Comment l'expérience Key account executive aide à performer en new business ?Un épisode pour les équipes commerciales qui veulent optimiser leur approche de la rétention et arrêter de perdre des comptes stratégiques faute d'anticipation.▬▬▬▬▬Où retrouver Corentine Le Gleuher :LinkedIn : https://www.linkedin.com/in/corentine-le-gleuher-551362100/Où me retrouver :LinkedIn : https://www.linkedin.com/in/laetitiafall/▬▬▬▬▬Soutenez l'émission ❤Abonnez-vous

Refine Labs CEO Megan Bowen joins Evan Kirstel for a deep-dive into how B2B marketing must evolve for the AI era. The conversation covers modern go-to-market models, buyer-centric strategies, and how Refine Labs helps companies drive measurable pipeline growth through data, experimentation, and cultural excellence.1. Speakers and RolesMegan Bowen – CEO of Refine Labs. With 20 years in B2B SaaS at companies like Zocdoc, Grubhub, and WeWork, she brings deep expertise in modernizing go-to-market strategy and redefining marketing measurement.Evan Kirstel– Host and interviewer. Brings over 30 years in tech sales and marketing leadership.2. Topics CoveredThe evolution of B2B buying and selling from the analog to the AI era.Why traditional MQL-based marketing is outdated.The “Brand, Demand, Expand” model for full-funnel growth.Refine Labs' AI strategy and benchmarking methodology.Alignment between sales and marketing in 2025.The future of content creation and human creativity in an AI-driven market.Building company culture around people-first principles.The Refine Labs Vault: democratizing growth frameworks and insights.3. Questions This Video Helps AnswerWhat's fundamentally broken about traditional B2B marketing models?Why is the MQL metric no longer a reliable measure of success?How should marketers adapt to buyer-led decision-making?What is the “Brand, Demand, Expand” framework, and how does it work?How is AI transforming marketing operations and customer acquisition?How can companies build a people-first culture that drives performance?4. Jobs, Roles, and Responsibilities MentionedCEO, CMO, VP of Marketing, Sales teams, Customer Success and Account Management, Marketing Operations and Creative roles, Content strategists and paid media managers5. Frameworks and Concepts MentionedBrand, Demand, Expand (three-pillar GTM framework)Ideal Customer Profile (ICP)Buyer-centric marketingAI-powered benchmarksRevenue funnel analysis and pipeline conversion optimization6. Related ResourcesRefine Labs: https://www.refinelabs.comThe Vault: access to Refine Labs frameworks and community.HubSpot (mentioned as part of inbound marketing evolution)Grandin Holdings (Refine Labs investment partner)

Get 90 Days of Fellow's AI Meeting Assistant FREE at fellow.ai/coo This week on Between Two COOs, Michael sits down with Harris Clarke, COO at GuideCX, to talk about what steady leadership actually looks like inside fast-changing companies.Harris started his career in protocol and operations for the U.S. Department of State, where “process” wasn't just a buzzword — it was survival. He shares how those lessons translate to running a modern SaaS organization and why purpose, process, and payoff are the anchors of any good meeting.They dig into:How government discipline shaped Harris's operating styleThe “three P's” framework for productive meetingsWhy decision speed is overrated — and what Harris means by “Did anyone die or go to jail?”What he learned from executive coaching and board feedbackHow GuideCX built a new product category around customer onboardingHow AI is quietly reshaping how he manages teams and prepares communicationsWhy calm is a competitive advantage during crisis moments like SVBMichael also gives context at the top: this episode was recorded across two sessions, after a recording issue mid-interview (and yes, he's now officially a Riverside convert).It's a conversation about building trust, running tight systems, and keeping your head when everything around you is changing.Harris Clarke on LinkedInGuideCXMichael Koenig on LinkedInBetween Two COO's WebsiteEpisode Website 

Think your LinkedIn profile is working hard to get you noticed by recruiters? Think again. Most job seekers (yes, even experienced CSMs) are practically invisible and it has nothing to do with the job market, your background, or even your Customer Success resume.In this episode, I break down the six silent LinkedIn mistakes that are killing your visibility and sabotaging your chances of landing the roles you actually want in Customer Success. I'll pull back the curtain on what recruiters really see when they search for candidates, and I'll reveal the rapid-fire profile fixes that skyrocket your discoverability and make recruiters reach out to you with genuinely exciting roles. From headline secrets to the crucial recommendation trick, you'll get the step-by-step playbook that finally gets your LinkedIn working for you—not against you.You'll walk away with a punchy, recruiter-magnet profile and the confidence that you're not missing out on career-changing opportunities just because of a few overlooked details. Hit play and let's dive in.1:49 – How Recruiters Use LinkedIn and How LinkedIn Recruiter Search Filters Really Work4:37 – The Biggest LinkedIn Mistakes Real Job Seekers Are Making—Revealed by a 100-Profile Audit 7:16 – The Exact Headline Update That Gets You Noticed (And Boosts Your Visibility)9:52 – Quick Fixes For Your Skills Section That Make You Show Up in the Right Searches12:27 – What to Write in Your Experience Section to Attract Interviews. Plus a 2-Sentence Summary Formula14:28 – Why Your Recommendations Are Crucial and How They Influence Hiring Decisions16:14 – How Your Activity Section Can Instantly Make or Break Your Credibility18:02 – How a Simple Photo Change Can Help You Finally Get That Interview

Hey CX Nation,In this week's CXWeekly Update episode I walk through some ideas, goals & CTAs that me & the team at CXC have been focused on.Full candor, we're in a full blown sales sprint to the end of the year to close 2025 with a bang & tee up the best year yet in 2026.We're also working on a ton of new customer focused business content -- including my 2nd book "Make Happiness A Habit" that we are launching in the New Year. Don't worry we have a ton of amazing guest interviews coming down the pipeline over the next couple of weeks.Part of our goal at CXC is to create some of the best customer focused business leader content, including short episodes like these CXWeekly updates that are digestible, actionable & most importantly entertaining for all of you.Huge thanks for all of you who helped to celebrate our 5 year anniversary of building CXChronicles, it's been a hell of a journey. Approaching 300+ episodes of customer focused business contentWorked with 150+ companies across the world helping make customer & employee happiness a habitPartnered with biggest players in software & technology including Salesforce, Hubspot, Intercom, Zendesk, & Freshworks.Launched CXC Healthzone Intelligence Platform, go see how your company's CX stacks up the rest. If you enjoy The CXChronicles Podcast, stop by your favorite podcast player and leave us a review today.You know what would be even better?Go tell one of your friends or teammates about CXC's content, CX/CS/RevOps services, our customer & employee focused community & invite them to join the CX Nation!For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused video content & short-reel CTAs to improve your CX/CS/RevOps performance today (politely go smash that subscribe button).Contact us anytime to learn more about CXC at INFO@cxchronicles.com and ask us about how we can help your business & team make customer happiness a habit now!Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

Hey CX Nation,In this week's episode of The CXChronicles Podcast #271, we welcomed Marcus Smith, CEO at Cloud Trailz based in Atlanta, GA. Cloud Trailz offers their customers Saleforce help without all of the hassle by providing professional, expert users that come with the playbooks required to achieve utilization & success with the world's largest CRM. In this episode, Marcus and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team think through on a daily basis to build world class customer experiences.**Episode #271 Highlight Reel:**1. Salesforce utilization management in today's world  2. Why you might be over-building your CRM 3. Implementing tech changes within an organization  4. Building playbooks to guide your team & create consistency  5. Leveraging 360 feedback to build high-performing teams Click here to learn more about Marcus Smith Click here to learn more about Cloud TrailzHuge thanks to Marcus for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & contact center space into the future. For all of our Apple & Spotify podcast listener friends, make sure you are following CXC & please leave a 5 star review so we can find new members of the "CX Nation". You know what would be even better?Go tell your friends or teammates about CXC's custom content, strategic partner solutions (Hubspot, Intercom, & Freshworks) & On-Demand services & invite them to join the CX Nation, a community of 15K+ customer focused business leaders!Want to see how your customer experience compares to the world's top-performing customer focused companies? Check out the CXC Healthzone, an intelligence platform that shares benchmarks & insights for how companies across the world are tackling The Four CX Pillars: Team, Tools, Process & Feedback & how they are building an AI-powered foundation for the future. Thanks to all of you for being apart of the "CX Nation" and helping customer focused business leaders across the world make happiness a habit!Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

We've all sat through presentations that feel like a performance, polished, professional, but somehow disconnected. The speaker hits every point perfectly, yet we walk away feeling nothing. So, what's missing?For this episode, we're revisiting a conversation with Leslie Chamberlain, Head of Customer Success at Gibbs Smith Education. Leslie knows that great presentations aren't about perfection, they're about connection.She shares why infusing your personality into presentations matters more than hitting every bullet point, and reveals the secret to keeping audiences engaged through authentic delivery.You'll hear Leslie's approach to making presentations "sense-rich," her take on scripting versus speaking naturally, and practical tips for condensing information without losing impact. Plus, she reveals why being authentic beats being polished every time.Learning points from the episode include:00:00 - 02:49 Introduction02:49 - 05:13 How Leslie became involved in customer success05:13 - 06:49 Making learning presentations successful06:49 - 09:04 Leslie's tip for using videos and images in presentations09:04 - 10:43 Brand vs individual in your presentations10:43 - 16:14 The first steps towards a great presentation16:14 - 19:06 Making your ideas sense-rich19:06 - 24:54 Where people get stuck making presentations24:54 - 26:47 Should you script presentations?26:47 - 31:40 How to condense information and keep things short31:40 - 35:57 Hear Leslie's Speed Round answers35:57 - 36:36 Leslie's final take36:36 OutroImportant links and mentions:Connect with Leslie on LinkedIn: https://www.linkedin.com/in/leslie-chamberlain-a3475121/Snagit: https://www.techsmith.com/snagit/

Download The Objection Handling Guidebook for Customer Success: https://www.thecustomersuccesspro.com/offers/Z6Ng26vg/checkoutIn this episode of The Customer Success Pro Podcast, Anika Zubair takes a deep dive into one of the most misunderstood tools in Customer Success: the Quarterly Business Review (QBR). Too often, QBRs turn into reporting sessions that fail to create impact or executive alignment. She shares her 5-step framework to elevate your QBRs from tactical updates to strategic, revenue-focused discussions that executives actually care about. You'll learn how to connect product outcomes to business value, align with executive priorities, and close each review with a clear call to action that opens commercial doors. The episode wraps up with a practical challenge for listeners to apply the framework and transform their next QBR into a partnership-driven session that drives growth.Chapters00:00 Welcome to The Customer Success Pro Podcast03:14 Why Most Business Reviews Fall Flat07:57 The Missed Opportunity in Every Business Review10:15 Mistake #1 – Treating QBRs Like Usage Reports12:36 Speaking the Executive Language: Revenue, Risk, and Efficiency14:52 Mistake #2 – Talking At the Customer Instead of With Them17:13 Mistake #3 – Ending Without a Clear Next Step19:28 Turning Objections into Opportunities21:41 The 5-Step Framework for Value-Led Business Reviews35:42 Listener Challenge: Reframe Your Next QBR37:41 Final ThoughtsConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/CSM RevUP Academy: https://thecustomersuccesspro.com/revupGrab our FREE resources here: https://thecustomersuccesspro.com/resources Want to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

What does it take to turn chaotic, costly B2B events into powerful engines of ROI and connection? In this episode of Predictable B2B Success, host Vinay Koshy sits down with Hailey Ingraham, Marketing Director at Event Cadence, a fast-growing event management platform trusted by organizations from MIT to Merck. Hailey Ingraham shares her journey from content marketing newbie to director, revealing the storytelling secrets that not only build communities but drive tangible, measurable business outcomes from in-person, virtual, and hybrid events. Discover the unexpected strengths that niche specialization can unlock, why evolving your event strategy is more than just survival, and how technology, when applied thoughtfully, can enhance connection rather than replace it. Hailey Ingraham gets candid about overcoming industry challenges, such as the notorious struggle to prove ROI, and shares practical tips for making your next event more data-driven, engaging, and memorable. Plus, hear about the creative giveaways that attract attention at crowded trade shows and why storytelling remains the ultimate marketing superpower. Whether you're an event manager, marketer, or B2B leader, this episode will spark fresh ideas about the future of events and the art of driving real results. Some topics we explore in this episode include: Storytelling in B2B Marketing – How narrative drives engagement and sales.Adapting in Event Management – Pivoting business strategies amid industry shifts, especially during COVID-19.Measuring Event ROI – Solutions and challenges for proving event value.Technology's Role in Events – Enhancing attendee experience with features and real-time updates.Focusing on Niche Audiences – The impact of starting with life sciences/pharma and expanding.Customer Success & Word-of-Mouth – Building growth through support and satisfied clients.Event Data & Business Intelligence – Using analytics and AI for decision-making and optimization.Content Creation & Customer Stories – Creating relatable, engaging material based on customer feedback.Balancing Automation & Human Touch – Ensuring tech enhances, not replaces, human interaction.Growth Strategies – Trade shows, partnerships, and thought leadership as drivers for business expansion.And much, much more...

How fast is fast enough?In a world where athletes chase personal bests, the real question isn't just how hard they train — it's how smartly they measure progress.Welcome to Oak Performance Radio, the show that helps athletes, coaches, and parents understand what it takes to build strong, durable performers who thrive under pressure. Each episode explores smarter ways to train, recover, and stay in the game for the long haul.Episode HighlightsIn this episode, Adam Lane sits down with Brock Dale, Director of Customer Success at Universal Speed Rating (USR), to talk about how data is reshaping athletic performance. From consistent testing to proper rest, Brock explains how the right metrics can guide smarter training decisions and elevate results.Episode OutlineThe importance of consistent testing to track performance accurately.Why rest and recovery are essential to speed development.How data-driven decisions help coaches refine athlete programs.Common mistakes in balancing conditioning and speed training.The role of USR's 500,000+ data points in improving national performance benchmarks.How technology is shaping the future of athletic development and coaching.Supporting Informationhttps://www.facebook.com/universalspeedrating/https://www.instagram.com/universalspeedratingIf you found this episode helpful, share it with a teammate or coach who believes in training smarter. Every share helps grow a community focused on better, data-backed performance.Thanks for tuning in to Oak Performance Radio. Keep training hard, rest well, and always aim to move better.

Subscribe to the newsletter — https://newsletter.theaireport.ai/subscribeBook Enterprise Training — https://www.upscaile.com/Salesforce CMO Ariel Kelman reveals how customer-centric marketing, AI agents, and trust shape the future of enterprise technology. Learn leadership lessons from Amazon, MicroStrategy, and building marketing teams that embrace AI innovation at scale.In this exclusive interview recorded at Dreamforce, Ariel Kelman—President and Chief Marketing Officer at Salesforce—shares his journey from data warehouse consultant to leading marketing at one of the world's most influential enterprise software companies. Discover how the "have you talked to customers" philosophy from Amazon's Andy Jassy transformed his approach to B2B marketing, and why trust has become the cornerstone of successful AI agent deployment.Ariel breaks down the evolution of AgentForce, Salesforce's AI agent platform, and explains why enterprise AI requires more than impressive demos—it demands accuracy, security, and customer success at scale. You'll learn practical insights about hiring for intellectual curiosity over technical skills, building transparent resource allocation systems, and why failure is "the inseparable twin sister of innovation."⏱️ TIMESTAMPS:0:00 - Introduction1:03 - From Data Warehouse Consultant to CMO: Career Journey2:50 - Andy Jassy's Customer-First Philosophy at Amazon4:08 - The Foundation of Customer Success in Marketing5:46 - Trust, CRM, AI, and Data: The Four Pillars7:20 - Building Trust as a Marketing Leader8:56 - Introducing AI Agents to Enterprise Customers10:31 - What Trust Really Means in AI12:02 - President + CMO: The Dual Role Explained13:11 - Training Teams Through Inspiration, Not Just Education14:52 - Hiring for Intellectual Curiosity and Humility17:04 - Creating a Culture Where Failure Leads to Innovation18:45 - How Leaders Use AI Daily at Salesforce20:09 - The Joy of Product Marketing20:50 - Why Do You Do What You Do?

Getting stuck in the endless loop of prior authorizations? You're not alone! In this session, Dr. Lisa Faast is joined by Aimee Crawley (National Sales Director), Brian Wyer (Director of Sales Support), and Jordan Martin (Senior Manager of Customer Success) from CoverMyMeds to show you how to make the PA process faster, easier, and more profitable for your pharmacy.   **Show Notes:** 1. **Introduction** [0:00] 2. **Myths About Prior Authorizations** [2:20] 3. **Overview of Cover My Meds** [5:25] 4. **Prior Auth Plus Technology* [8:36] 5. **Pharmacy Demo by Jordan Martin** [9:23] 6. **Provider's Perspective and Q&A** [19:47] 7. **Conclusion and Final Remarks** [27:06]     ----- #### **Becoming a Badass Pharmacy Owner Podcast is a Proud to be Apart of the Pharmacy Podcast Network**  

What if the only thing holding back your Customer Success career is a resume that's getting ignored even though you KNOW you bring the results, experience, and drive? In this episode, I share the real story of Maya, a seasoned Customer Success Manager (CSM) with a killer track record who was stuck applying into the void. She thought her Customer Success resume was fine... until we tore it apart and rebuilt it, turning walls of blah text into sharp, specific highlights that proved her impact in seconds.I'll walk you through the exact five-step strategy we used, including how to lead with proof, cut the fluff, show off your results and how you got them, and make sure every bullet shines whether you're staying in your field or switching industries altogether. You'll learn why most resumes miss the mark and how to fix yours so recruiters and hiring managers can't help but call you for interviews. If you're tired of waiting for someone to notice you and ready to be the talk of the recruiting team, hit play. Your January job search will thank you.2:05 – Why Your Resume Might Be Sending You Into the Job Search “Black Hole”3:22 – How Showing Proof (Not Just Adjectives) Makes Hiring Managers Stop Scrolling7:00 – The Three Questions Every Bullet Point Must Answer for Resume Success10:00 – Why Explaining Your Process Is Key (Not Just Results)13:27 – The Power of Making Your Resume Scannable (and ChatGPT's Secret Editing Sauce) 15:45 – How to Translate Jargon Into Universally Understood, Career-Boosting Language19:08 – The Five-Step Resume Audit to Get Noticed in January's Hiring Frenzy

Paul Brown is an expert at the intersection of creative strategy and technology. He is a Global Client Partner at London-based CreativeX, where he works at the forefront of creative AI. He guides global giants like Mars, Colgate-Palmolive, and Bayer, helping them make their advertising more effective by unlocking the power of creative data. Paul is also passionate about mentorship, and is an Industry Advisor for the Marketing and PR degree at the University of West London.CreativeX recently released their study "Are Creators Really Effective", which outlined how brands can unlock more effectiveness from creator content, and their annual "Gender in Advertising Report" which shows how much and in what way women are being represented in digital advertising.Before joining CreativeX, Paul had a front-row seat to the startup world as the 6th employee and Head of Customer Success at Spirable, a data-driven creative platform that was acquired in 2021. His journey in the industry began in client-facing roles at top creative agencies, including Ogilvy and TMW, giving her/him a deep understanding of what makes brands and their stories succeed.

Want to win a free pair of airpod pros, sign up for a demo with Vitally: https://www.vitally.io/csproDownload The Value Storytelling Handbook: https://www.thecustomersuccesspro.com/offers/bwVCZUYL/checkoutIn this episode of the Customer Success Pro Podcast, host Anika Zubair speaks with Sean Reid, an award winning CS leader. They explore why “green” health scores can mask real risk, how to spot hidden churn signals, and why renaming the metric to a Renewal Probability Score improves forecasting and cross functional alignment. Sean explains his model that blends human captured sentiment with product signals, how multithreading and stakeholder engagement change renewal odds, and why NPS should be treated as a trend over time rather than a single moment. The conversation offers practical guidance on structuring sentiment fields in your CRM, coaching teams to score consistently, avoiding a rushed rollout, and turning QBR data into executive ready value stories that drive renewals and expansion.Chapters:00:00 Introduction02:40 Meet Sean Reid10:11 Why “green” accounts still churn14:45 Multithreading and hidden influencers22:26 From health score to Renewal Probability Score25:28 Building the model, 60 to 40 sentiment to signals34:49 Value storytelling and outcome-focused QBRs37:10 Rethinking NPS as a trend, not a moment44:28 Lessons51:51 Wrap-upConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/RevUP Academy: https://thecustomersuccesspro.com/revupConnect with Sean Reid:Linkedin: https://www.linkedin.com/in/sean-reid/Send Anika a text :) Grab our FREE resources here: https://thecustomersuccesspro.com/resources Want to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

Durante años hemos dividido las ventas B2B en piezas: SDRs que prospectan, AEs que cierran, Customer Success que hereda la relación. Pero la realidad es otra: el cliente quiere hablar con una sola persona que entienda su contexto de principio a fin. En este episodio explico por qué creo que estamos entrando en la era del vendedor de ciclo completo: un perfil que combina estrategia, contenido, venta consultiva y acompañamiento postventa. La tecnología y la IA lo hacen posible, pero el cambio real es cultural. Ya no se trata de pasar leads entre departamentos, sino de orquestar el revenue con coherencia y confianza. Verás: Por qué el 85 % de los compradores B2B compra a la empresa que les ayudó a entender su problema. Cómo la IA y LinkedIn permiten que un solo profesional gestione todo el ciclo comercial. Qué tiene que cambiar en marketing y ventas para que este modelo funcione de verdad. Si quieres empezar a transformar tu estrategia comercial, descarga gratis "Las 7 claves para ganar más en B2B" en

Building Loyalty at Every Step of the Customer Journey   Shep interviews Melissa Puls, Chief Marketing Officer and Senior Vice President of Customer Success and Renewals at Ivanti. She talks about the importance of customer success, the subscription business model, and how AI is transforming customer experience.   This episode of Amazing Business Radio with Shep Hyken answers the following questions and more:   1.  What is customer success? 2. What is the difference between customer success and customer support? 3. Why is it important to start the customer success process as soon as a deal is signed? 4. What impact does proactive customer service have on customer satisfaction and loyalty? 5. How can businesses use a subscription model to build long-term customer relationships? Top Takeaways:    ·       A business isn't just about making money. It's about getting and keeping customers. Profit will result when you serve your customers well.  ·       Customer success is different from customer support. Customer support helps when there's a problem or technical issue, but customer success aims to keep problems from happening in the first place. Customer success teams work with customers from the beginning of the relationship to make sure they are fully utilizing the features of a product to serve their business. They proactively reach out before issues even become problems.  ·       The renewals don't start when a subscription ends. They begin with the very first interaction, making sure that customers are happy and using the product well from the start. When customers are happy, the decision to keep doing business with you becomes easy.  ·       The best companies try to anticipate issues and reach out before they happen. Checking in, providing helpful information, and teaching customers how to get the most from your product are what create loyal customers.  ·       Companies can use data and technology, such as AI, to spot patterns in customer behavior and predict what customers will need next. By paying attention to how customers use a product and when they might need help, businesses can step in with support before a small issue becomes a big problem. This reduces customer churn by giving them confidence that your team will be there for them when needed.  ·       Delivering a great customer experience takes teamwork across marketing, sales, support, and customer success. All parts of the company need to work together to deliver a consistent, high-quality experience.  ·     Plus, Shep and Melissa discuss how every business, regardless of industry, can successfully adopt a subscription model that keeps customers coming back. Tune in! Quotes:   "Customers buy from other customers. Create advocates in your customer base." "The most exciting thing about customer experience is to be able to correlate and collect information that your customers give you to make their experience better." "Many people confuse customer success with customer support. In reality, customer success is about proactively ensuring customers never need to call support unless there's a genuine technical glitch." "Anticipate your customer's needs before they even know they need it. Use the data and technology like AI to predict issues and churn so that you can get more productive." "The best companies out there put customers at the center of everything they do. That is how they are going to grow today and into the future."   About:  Melissa Puls is the Chief Marketing Officer and Senior Vice President of Customer Success and Renewals at Ivanti, overseeing the entire customer journey from awareness to renewal. She is focused on helping companies enhance every stage of the customer experience. Shep Hyken is a customer service and experience expert, New York Times bestselling author, award-winning keynote speaker, and host of Amazing Business Radio.     Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to episode 100! I'm joined by Chuck Ganapathi, Gainsight's new CEO, for a wide-ranging, candid conversation about where customer success is headed and what leaders should do right now.We start with Chuck's career through four platform eras: mainframe to client/server to cloud to AI - and how those shifts shape strategy. He shares the little-known origin story of “Customer Success” at Salesforce, Gainsight's early days, and why integrations (Salesforce, SAP CX, Microsoft Dynamics) are never “done”—they're living systems that demand clean data and constant tuning.Then we dig into Chuck's concept of Retention-as-a-Service. In a world where retention is existential, the 80/20 mindset breaks. Every dollar matters, which means every customer matters. We talk agentic AI (augmentation vs autonomy), how a “renewal agent” can cover the long tail, and why the magic is orchestration—letting agents handle the repeatable while humans lean into judgment, relationships, and value.We close with practical automation stories, a few resources Chuck follows, and a reminder that the human-to-human piece isn't going anywhere.Links in Today's Episode:Ethan Mollik: One Useful ThingSaanya OjhaJamin Ball: Clouded JudgementAndrej Karpathy on the Dwarkesh Podcast: AGI is still a decade away Support the show+++++++++++++++++Like/Subscribe/Review:If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. Website:For more information about the show or to get in touch, visit DigitalCustomerSuccess.com. Buy Alex a Cup of Coffee:This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcspThank you for all of your support!The Digital Customer Success Podcast is hosted by Alex Turkovic

In this episode, we're joined by Pieter Boon, Co-founder at ImpactPilot, the customer success intelligence platform built for HubSpot. Pieter shares how he's helping SaaS companies turn their CS orgs into true growth engines, measuring impact instead of activity through a framework called the Impact Driver Methodology. Built on lessons from Google's 10,000-person post-sales organization, this approach gives CS teams concrete ways to track success before renewal, using impact points tied to real customer outcomes like ROI proof, API adoption, or multi-year deals. It's about replacing vague check-ins with measurable wins that move both customer and company forward. We dive deep into how teams implement and operationalize the system, from designing the right impact drivers to setting incentives, avoiding false positives, and keeping customer value at the center. Pieter also reveals data from Impact Pilot users showing that customers with high impact scores are 7× more likely to renew or expand, and how that changes how you coach, measure, and reward CS teams. Here are some of the key questions we address: What is the Impact Driver Methodology, and how does it solve the lagging-indicator problem in CS? How do you define and prioritize impact drivers that actually move the needle for customers? How can CS leaders design incentive models that balance company outcomes with customer value? What KPIs matter between onboarding and renewal, and how do you quantify “impact”? How can you use impact scoring to predict churn and expansion before it happens? What pitfalls to avoid, like rewarding “touches” instead of outcomes or overemphasizing feature use? How can early-stage SaaS teams implement this framework (and even start with a simple spreadsheet)? What's next for CS as a function, and why Pieter believes it's becoming the new growth engine for SaaS.

Michael chats with Elevsis Delgadillo, Senior Vice President of Customer Success at KeenStack. Together, they discuss KeenStack's AI-Powered Healthcare Referral Management Solution Powered by the ServiceNow AI Platform. Their discussion focuses on how the AI-powered solution has helped to overcome challenges with referral breakdowns, how KeenStack helps customers understand how to use AI in ways that deliver measurable success, how AI could reshape the referral process and patient journeys moving forward, appeals and grievances, and much more. To learn more about KeenStack and ServiceNow at www.keenstack.com.

Originally aired on the Predictable Revenue Podcast, this conversation flips the old sales playbook on its head.Adem Manderovic (Closed Circuit Selling) and George Coudounaris (The B2B Playbook) join Collin Stewart to unpack a new sales paradigm built around one principle — catalog the market, not “book more meetings.”They explain how the Closed Circuit Selling framework replaces outdated outbound with validated, permission-based outreach that unites Sales, Marketing, and Customer Success under one rhythm.Tune in and learn:+ Why cataloging the market gives you timing signals that drive predictable growth+ The exact questions to validate fit, timing, and permission to follow up+ How to align Sales & Marketing around validated accounts instead of vanity metricsIf you're a B2B marketer or sales leader stuck in “meetings-booked” chaos, this is your blueprint for a smarter, more efficient GTM motion.-----------------------------------------------------

At the Crexendo UGM, Tim Wilbourn, Senior Vice President of Support and Customer Success at Crexendo, sat down with Doug Green, Publisher of Technology Reseller News, to discuss Crexendo's customer-first culture, the growing role of AI across communications, and the ongoing challenges — and opportunities — presented by 10DLC compliance. Wilbourn oversees Crexendo's customer support, managed services, and professional services teams, as well as its retail platform, giving him a unique vantage point across the company's ecosystem. “I have the pleasure of serving the community from every angle of customer success — hosted support, managed services, and direct platform management,” he said. “The best part is that I experience the same challenges our partners do, which helps us make meaningful improvements.” A central theme at this year's event, Wilbourn noted, was “AI everything.” From receptionist automation to transcription, call routing, and analytics, Crexendo partners are eager to implement AI-driven enhancements. “Everybody wants AI and they want it now,” he said. “But the key question is what do they want it to do, and how quickly can they deploy it?” Wilbourn's goal is to bring those solutions to life within the Crexendo VIP platform by integrating the event's showcased vendor technologies into live, real-world use cases. Turning to 10DLC compliance, Wilbourn described the rollout as “a bit of a fiasco” for the industry — though one that now represents a major opportunity for service providers. “Change is scary, and 10DLC caught a lot of the industry by surprise,” he explained. “We're seeing partners hesitant to sell SMS because of the complexity of registration and fear of noncompliance.” He emphasized that the potential fines for violations — sometimes thousands of dollars per message — can be intimidating, leading some providers to delay adoption. To address this, Crexendo is working closely with EVP partners and messaging providers such as Autom8ly, Textable, and Cinch to simplify compliance through automation and education. “Our goal is to take away the fear,” Wilbourn said. “No one wants to work with tools they don't understand. If we make it cleaner, faster, and more reliable, adoption will follow.” Wilbourn also sees these compliance challenges as a way for MSPs and resellers to deepen customer relationships. “Problems are opportunities,” he said. “If we can make 10DLC and other compliance requirements easier, our partners become heroes to their customers.” Crexendo's strategy remains focused on proactive support and continuous improvement. “We're resolving tickets faster, improving quality, and raising satisfaction scores,” Wilbourn noted. “The quote of the week? ‘Getting better.' And that's what we intend to keep doing — better every day.” To learn more about Crexendo's customer success initiatives and partner ecosystem, visit crexendo.com.

Have you ever nailed every job interview question but still walked away with nothing but a “thanks, but no thanks”? You're probably blending in without even realizing it. In this episode, I'm revealing the real reason great Customer Success candidates keep getting passed over. And it's not your experience, it's that your stories sound like everyone else's.That's why in this episode, I'll show you how to find your superpowers—the unique things you do so naturally you don't even see them—and how to weave them into your Customer Success Interview answers. I'll walk you through the exact process to spot those special strengths, step out of the generic crowd, and inject them straight into your CSM Interview answers so you stand out instantly.If you're ready to finally stand out, build confidence, and move forward in your Customer Success Career, hit play and let's dive in. Whether you're aiming for your first CSM role or leveling up in SaaS Customer Success, this episode is packed with actionable career tips to help you shine in your next interview.2:14 – The Real Reason Generic Customer Success Interview Stories Fail 5:27 – What “Superpowers” Actually Mean in Customer Success Interviews 7:47 – How to Identify Your Own Superpowers 13:20 – Weaving Superpowers Into CSM Interview Questions—Before & After Examples 17:05 – Five Prompts to Discover What Sets You Apart 17:55 – The Simple Question Framework That Uncovers Your Strengths

Text us your questions and thoughts!What does it take to leap from vineyards to tech—and thrive? In this episode, we sit down with Dimple Athavia, a former winemaker (now, Customer Success Manager at Mimecast) who turned her love of chemistry, nature, and craft into a high-impact career in Customer Success. Her path is curiosity in motion: from studying microbiology and viticulture, to traveling the world for harvests, to building a drinks venture that sparked a deep fascination with digital products, data, and scale.Dimple shares how she broke into her first CSM role—treating interviews like iterative sprints, translating experience into CS language, and reaching out to a podcast guest for mentoring with a clear, respectful ask. That single outreach led to a new opportunity and a lasting lesson: be specific about what you need, make it easy for mentors to help you, and turn inspiration into action.We chat about:Early love of science leading to a winemaking degree and global harvest workBuilding a CSM career through podcasts, clear outreach and mentorshipStrategic customer conversations that map goals and influencePractical AI use for research, memory support and preparation in CSGuidance for emerging leaders on trust, clarity and coachingShe also shares how AI fits into the modern CSM toolkit—from researching public signals before first calls to surfacing insights and personalizing every touchpoint. For her, data directs attention; real conversations build momentum.If this conversation sparks an idea for your career or customer strategy, share it with a colleague, hit follow, and leave a quick review to help others discover the show.

This episode features Tali Segev, Vice President of Customer Success at MyndYou. She discusses how healthcare organizations can move beyond the “bright shiny object” phase of AI to focus on measurable ROI, effective change management, and maintaining the human connection at the heart of patient care.This episode is sponsored by MyndYou.

Erik and Kelsey discuss the integral role of Customer Success (CS) in a SaaS company, particularly how it can be leveraged for marketing and client engagement. Kelsey shares her journey in building the CS team at Justuno, the importance of identifying and promoting client success stories, and the tools she uses for content creation. They explore the challenges faced in content marketing, the significance of educational content, and the collaboration with technology partners to enhance client relationships. The discussion emphasizes the unique value of Justuno's customer service and the future potential of CS as a driving force for the company's growth.Topics we discuss:takeawaysCustomer Success is a powerful marketing tool.Kelsey has built the CS team over eight years.Identifying client success stories is crucial for marketing.Educational content is prioritized in their strategy.Patience is essential in content creation.Collaboration with technology partners enhances client success.Full screen promotions outperform traditional methods.CS leaders should embrace humor and authenticity.Measuring content success is vital for improvement.Building strong client relationships fosters trust and collaboration.

In this episode of TECHtonic, host Thomas Lah, Executive Director of TSIA, speaks to Doug Duker, Global Leader of Customer Success at You.com, to unpack what truly sets AI-native startups apart from traditional SaaS companies. Doug shares how You.com evolved from a consumer search product into an enterprise-focused AI platform—emphasizing data security, multi-model agility, hallucination control, and personalized AI training for knowledge workers.Together, they dive into the massive transformation facing today's businesses: how to close the “last mile” of AI adoption, re-skill workforces, measure ROI, and redefine the role of customer success in an AI-first world. It's a candid look at how AI-native startups are reshaping what enterprise success means in the digital era.

KI-Agenten übernehmen Vertriebsaufgaben, die viele als belastend erleben: Datenpflege, Recherche, zeitfressende Routine. KI-Experte Dominic von Proeck zeigt in dieser Folge Wege auf, wie du deinen Sales-Funnel massiv verbessern kannst: Durch Deep Research zu besseren ICPs (Ideal Customer Profile), durch Vor- und Nachbereitung deiner Meetings auf Knopfdruck oder CRM-Pflege ohne Klickorgien. Gemeinsam zeigen wir konkrete Anwendungsbeispiele, erklären die möglichen Effekte und stellen Tools vor, mit denen sich all dies im Vertrieb umsetzen lässt. Du erfährst... ...wie KI-Agenten den Vertrieb revolutionieren und echte menschliche Beziehungen stärken ...welche Tools und Strategien den Einsatz von KI im Sales optimieren ...wie Unternehmen durch KI-gestützte Datenanalysen ihren idealen Kunden finden __________________________ ||||| PERSONEN |||||

Ever feel like your career is stalled because you're waiting for someone to notice all your hard work? Honestly? That “wait and hope” strategy is costing you months (if not years) on the path to your next promotion.That's why I'm breaking down the exact step-by-step strategy I use with my coaching clients to reverse engineer their career growth and land promotions in record time. You'll discover the simple four-part framework that helped one client jump two levels in just eight months, why most people approach career advancement totally backwards, and how to identify the real skills and gaps that matter for your next big move. We'll talk practical action plans and you'll finish this episode with immediate steps you can take this week to feel in control of your career trajectory. If you're ready to step out of career autopilot, get real clarity, and move into your next promotion on purpose, hit play and let's dive in.1:58 – Why Hoping for a Promotion Is NOT a Career Strategy5:10 – The Four-Step Framework to Accelerate Your Customer Success Career6:03 – Picking Your Exact Goal Title7:04 – Getting CRYSTAL CLEAR About What That Role Actually Does Day-To-Day7:48 – The Skills Matrix: How to Decode What “Leveling Up” Really Means11:26 – Why Gap Analysis Is Your Secret Weapon (Even If It's Uncomfortable) 13:19 – Why a 90-Day Action Plan Beats Waiting for Your Annual Review16:19 – How Just Taking Action Puts You Ahead of 99.9% of Peers

2543 Transforming Accessibility Through Aira with AI (Oct. 22, 2025) Show Notes Aira has transformed from a mostly subscription service into a resource that now offers many free services for visually impaired users. Hosts Nancy and Peter Torpey talk with Jenine Stanley, Director of Customer Success at Aira about navigating public spaces and how collaborations … Continue reading 2543 Transforming Accessibility Through Aira with AI (Oct. 22, 2025) →

Holiday retail is heating up... but this year looks dramatically different. With order counts steady but PO values down 25%, retailers are placing smaller, more frequent bets instead of locking in big inventory buys. Total holiday spend is expected to drop 5%, and gift spending is down 11%. So how do you execute when November and December throw inevitable curve balls? In this episode of the Omni Talk Ask An Expert Series, Chris Walton and Anne Mezzenga sit down with SPS Commerce's Brandon Pierre (VP of Customer Success) and Tony DiPaolo (VP Head of Retail, Sales & Customer Success) to break down the execution risks facing retailers and suppliers this holiday season... and share five actionable tactics you can deploy right now to protect your sales. What You'll Learn: • Why retailers are frontloading inventory but keeping orders leaner than ever • The hidden costs of in-season reaction and supplier strain • How to use supplier scorecarding as your radar for demand spikes • Why OTIF (On-Time-In-Full) metrics matter more than ever this season • Collaboration strategies that help retailers and suppliers react faster • How to prepare for both hot demand and soft sales scenarios Whether you're a retailer, supplier, or brand navigating Q4, this conversation is packed with data insights and practical tactics to help you execute through uncertainty. #RetailTech #HolidayRetail #SupplyChain #RetailStrategy #OTIF #OmniChannel #RetailData #Q4Retail #BlackFriday #RetailExecution

Text us your questions and thoughts!WE ARE BACK with another Women in Customer Success limited edition episode, where we bring you an exclusive PowerUp Masterclass in partnership with our friends at Gainsight.In today's conversation, we'll explore how Agentic AI is reshaping CS roles and workflows, why it will not replace humans but instead change how we scale, and the practical steps you can take today to prepare your team.We discuss:How AI agents disrupt the old “growth = more headcount” modelWhere AI delivers meaningful value in CS, and where it still falls shortPractical, low-lift steps to prepare: cleaning your data, setting guardrails, and upskilling your teamYou'll walk away with actionable insights to future-proof your CS strategy and confidently embrace the age of AI and agents.FeaturingLiam Gilleran, RVP Solutions Consulting & Customer Success, GainsightGiorgia Pedenzini, Senior CSM, GainsightMarija Skobe-Pilley, Founder, Women In Customer Success

We used to believe only humans could solve messy, high-stakes customer problems. But what happens when AI Agents prove they can do this too?In this episode, Declan Ivory, VP of Support at Intercom, and Natalie Hurst, Senior Director of Customer Success at Nuuly, unpack how, with AI handling ever more complex customer interactions, the world of customer experience is being reshaped and what this shift means for leaders, human teams, and the trust customers place in AI.Watch this episode on YouTube:Follow the people:https://www.linkedin.com/in/decivory/https://www.linkedin.com/in/natalie-hurst-8a1712b/Newsletter:Sign up for The Ticket on LinkedIn: A newsletter bursting with insights and advice for support leaders who are navigating the shift to AI-first CS. https://www.linkedin.com/newsletters/the-ticket-7158151857616355328/Say hi:LinkedIn: https://www.linkedin.com/company/intercom/X: https://x.com/intercomhttps://www.fin.aiSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ever find yourself making it to the final round interview, only to get that dreaded rejection again and again with zero real feedback? I see it all the time, and that's why in this episode, I'm breaking down exactly why it happens, straight from a real client success story.Meet “Sarah”, ten years deep in Customer Success, landing interviews left and right (we're talking big-name companies), but somehow never sealing the deal. Her problem wasn't her skills or her track record. It was three simple mistakes—stuff almost no employer will ever point out, but absolutely fatal when it comes to landing the offer.In this episode, I walk you through the three tiny (and totally fixable) changes Sarah made that took her from stuck and frustrated to hired in three weeks. I'll show you how she ditched the robotic presentation style, started talking with her audience instead of at them, and learned to make her data actually tell a story. These quick pivots didn't just land her a new role—they made her stand out as a “breath of fresh air” to hiring managers.If you're tired of clueless employer feedback, tired of rehearsing yourself into oblivion and still walking away empty-handed, and so, so tired of wondering if you're ever going to break through, this episode is for you. Hit play and let's dive in.4:49 – How Sounding Too Scripted in Presentations Turns Off Interviewers (and How to Fix It)8:03 – The Subtle Shift from “Talking At” to “Talking With” That Instantly Boosts Interview Engagement10:30 – Why Too Much Data in Presentations Can Undermine Your Credibility14:30 – Three Tiny Tweaks That Landed a Client Her Dream Role in Three Weeks

Chris Degnan is the former Chief Revenue Officer at Snowflake, where he was instrumental in scaling the company from less than $1M in ARR to over $3B in annual revenue. He joined as the first sales hires and built Snowflake's go-to-market engine from scratch, growing the team from to more than 6,000 globally. Under his leadership, Snowflake became one of the fastest-growing enterprise software companies in history, achieving a record-breaking IPO in 2020. AGENDA: 04:34 How to Build a Sales Team from Scratch 07:49 How to Hire and Evaluate Sales Leaders 15:23 Four Big Lessons Scaling Snowflake to $3BN ARR 31:30 Comparing Snowflake and Databricks: What Databricks Did Better? 35:26 How to Manage Sales Team Morale in Competitive Markets 43:53 Why Customer Success is BS and What To Do With It 48:31 How Every Sales Leader Needs to Change in An AI World 49:37 Biggest Reflections on Sales Leadership 54:38 Quick Fire Questions and Final Thoughts   20Sales: Scaling Snowflake from $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success is BS and What Replaces It with Chris Chris Degnan