Success EQ - Coffee Hours

AppEQ.AI

Podcast on Account Management and Customer Success topics with industry leaders across the globe. Every month, we invite some of the leading leaders and practitioners of Account Management and Customer Success from B2B space to talk about the tactics to drive revenue retention and expansion. We also analyse online content and trends around customer success and talk about it. read less

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Customer Success with Atma: Lessons from the Customer Success Flywheel

Customer Success with Atma: Lessons from the Customer Success Flywheel

Unlocking the Future of Customer Success with Atma: Lessons from the Customer Success Flywheel In this insightful episode of SuccessEQ, we sit down with Atma, a highly accomplished Customer Success Executive and author of the book Customer Success Flywheel. Atma shares invaluable lessons from his vast experience, specifically tailored for professionals navigating the Indian market and beyond. This conversation dives deep into the evolution of customer success, from its roots to the modern-day consultative approach, and how data is reshaping the industry. Key Takeaways: 💡 Atma’s personal journey: Learn from his successes and mistakes. 💡 The book's focus on the unique challenges of the Indian market, known for its service-driven, price-sensitive nature. 💡 How the role of Customer Success Managers (CSMs) has evolved from simple support roles to consultative and strategic partners. 💡 A deep dive into success plans: the essential components for driving customer success in 30, 60, and 90-day milestones. 💡 Risk-reward metrics and how they help prioritize customers and maximize growth opportunities. 💡 Why being a generalist CSM is no longer enough—learn why the future demands “Super CSMs” who can excel in multiple domains. 💡 Atma also shares his thoughts on India’s role in the next phase of CS innovation, leveraging the country's strong technical acumen, frugal efficiency, and service-oriented mentality to support global markets. Whether you're a CSM, CS leader, or just curious about the future of customer success, this episode offers a wealth of knowledge and strategies to elevate your career and customer relationships. Tune in and discover the blueprint for the future of customer success! His linkedin - / atmag Appeq can help you win your Customer Success battles from the early stages. We are here to make your Post Sales Teams' lives easy by bringing actionable insights to their fingertips so that they can focus more on customer outcomes, customer revenue and retention! Check our website - https://appeq.ai/ for more details.

Episodes

Customer Success with Atma: Lessons from the Customer Success Flywheel

Customer Success with Atma: Lessons from the Customer Success Flywheel

Unlocking the Future of Customer Success with Atma: Lessons from the Customer Success Flywheel In this insightful episode of SuccessEQ, we sit down with Atma, a highly accomplished Customer Success Executive and author of the book Customer Success Flywheel. Atma shares invaluable lessons from his vast experience, specifically tailored for professionals navigating the Indian market and beyond. This conversation dives deep into the evolution of customer success, from its roots to the modern-day consultative approach, and how data is reshaping the industry. Key Takeaways: 💡 Atma’s personal journey: Learn from his successes and mistakes. 💡 The book's focus on the unique challenges of the Indian market, known for its service-driven, price-sensitive nature. 💡 How the role of Customer Success Managers (CSMs) has evolved from simple support roles to consultative and strategic partners. 💡 A deep dive into success plans: the essential components for driving customer success in 30, 60, and 90-day milestones. 💡 Risk-reward metrics and how they help prioritize customers and maximize growth opportunities. 💡 Why being a generalist CSM is no longer enough—learn why the future demands “Super CSMs” who can excel in multiple domains. 💡 Atma also shares his thoughts on India’s role in the next phase of CS innovation, leveraging the country's strong technical acumen, frugal efficiency, and service-oriented mentality to support global markets. Whether you're a CSM, CS leader, or just curious about the future of customer success, this episode offers a wealth of knowledge and strategies to elevate your career and customer relationships. Tune in and discover the blueprint for the future of customer success! His linkedin - / atmag Appeq can help you win your Customer Success battles from the early stages. We are here to make your Post Sales Teams' lives easy by bringing actionable insights to their fingertips so that they can focus more on customer outcomes, customer revenue and retention! Check our website - https://appeq.ai/ for more details.

QBR Unplugged: Mastering Quarterly Business Reviews

QBR Unplugged: Mastering Quarterly Business Reviews

This deepdive episode explores the art and science behind effective QBRs, diving into the strategies that turn data into actionable insights for customer growth. Join us as we unpack best practices, common pitfalls, and powerful tips to ensure your QBRs drive real impact. Perfect for Customer Success professionals aiming to elevate every quarterly touchpoint with purpose and precision.

Navigating Customer Success Career

Navigating Customer Success Career

In this episode, we explore the ins and outs of a career in Customer Success by drawing insights from a variety of online industry discussions. With advice from seasoned Customer Success professionals, we delve into essential skills, career paths, and strategies for growth in this expanding field. From entry-level roles to leadership, we uncover what it takes to thrive in CS, offering listeners actionable steps to elevate their journey in Customer Success. Perfect for both aspiring and experienced CSMs!

S1E06 Strategies for Effective Upselling and Cross-Selling in B2B | Mary Poppen | Sandy Yu | AppEQ

S1E06 Strategies for Effective Upselling and Cross-Selling in B2B | Mary Poppen | Sandy Yu | AppEQ

Listen to in-depth podcast featuring industry experts discussing proven strategies for successful upselling and cross-selling in B2B environments. Explore the nuances of customer relationship management, leveraging customer insights, and utilizing technology to identify revenue opportunities. Learn how to create a seamless customer experience and drive growth without being overly aggressive. This webinar is essential for professionals in sales, customer success, and account management looking to enhance their skills and contribute to their company's bottom line. Tune in for valuable insights, real-world examples, and practical advice on expanding customer accounts and maximizing revenue potential.

S1E05 What the Best Customer Success Leaders Do Differently | Kristi | Sandy | App EQ

S1E05 What the Best Customer Success Leaders Do Differently | Kristi | Sandy | App EQ

Unlock the secrets of maximizing Revenue Retention & Growth with industry luminaries, Kristi Faltorusso and Sandy Yu. Kristi, a top-tier VP of Customer Success, has been pivotal in driving Net Revenue Retention (NRR) across renowned SaaS companies like IntelliShift and BetterCloud. Her insights are invaluable for Customer Success Managers aiming to elevate their strategies. Discover Kristi's journey. Sandy, a beacon for Account Managers and Customer Success Managers alike, shares her expertise from the #CSOfficeHour sessions, covering everything from AI's role in Customer Success to effective account management techniques. Dive into Sandy's insights. Join us and elevate your strategies, whether you're a Customer Success Manager, Account Manager, or an aspiring VP of Customer Success! 🔍✨

S1E03 Driving Customer Success at a Hyper-Growth Company | CS Coffee Hours | Bradley & Sandy

S1E03 Driving Customer Success at a Hyper-Growth Company | CS Coffee Hours | Bradley & Sandy

Tune in as Bradley Liou, Director of Client Success at MaintainX, and Sandy Yu, Advisor to Customer and Revenue Leaders, share their expertise on propelling customer success in hyper-growth environments. Dive into the intricacies of Revenue Retention & Growth and discover the pivotal roles played by Customer Success Managers, Account Managers, and VPs of Customer Success. This podcast is a must-listen for anyone looking to harness the power of customer-led growth in the B2B landscape.

S1E01 - Driving Growth: Balancing Personalized Service and Future Revenue Focused in Long-Tail and Tech Touch Customer Success Segments | Jeff Heckler & Sandy Yu

S1E01 - Driving Growth: Balancing Personalized Service and Future Revenue Focused in Long-Tail and Tech Touch Customer Success Segments | Jeff Heckler & Sandy Yu

Dive into this insightful snippet from our recent webinar featuring industry experts Jeff Heckler and Sandy Yu. Together, we delve deep into the strategies and techniques of segmenting customers to drive unparalleled retention and growth in the B2B sector. 🔑 Key Topics Covered: - Revenue Retention & Growth: Discover the pivotal role it plays in B2B success. - Customer Success Managers: Learn how they can be the catalyst for sustained customer relationships. - Account Managers: Uncover their significance in ensuring consistent growth. - VP of Customer Success: Gain insights from the top-tier leadership on driving customer-led strategies.

S1E02 Driving Growth in Long-Tail and Tech Touch Accounts | Sandy & Angeline

S1E02 Driving Growth in Long-Tail and Tech Touch Accounts | Sandy & Angeline

Join Angeline Grace Gavino and Sandy Yu as they delve deep into the world of Revenue Retention & Growth in the B2B sector. This enlightening discussion will shed light on the pivotal roles of Customer Success Managers and Account Managers in driving sustainable growth. Whether you're a VP of Customer Success or just starting out in the field, this podcast offers invaluable insights into the strategies and best practices for maximizing customer-led growth. Don't miss out on this opportunity to learn from the best in the business!

S1E04. Unlocking Customer Advocacy: Strategies for Success | Maranda Dziekonski and Sandy Yu

S1E04. Unlocking Customer Advocacy: Strategies for Success | Maranda Dziekonski and Sandy Yu

Join AppEQ's Success EQ - Coffee Hours with Vincent Manlapaz , where Maranda Dziekonski and Sandy Yu unravel the essence of Customer Advocacy in driving success for Commercial and Enterprise Accounts. Dive into a reservoir of insights that emphasize the significance of an advocacy culture in shaping the brand-customer journey.