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When end-users have difficulties understanding the features and functionalities of the new solution, it is considered a technical barrier. This type of barrier relates to the complexity or usability of the solution itself, which can hinder users’ ability to effectively engage with it

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

To improve the health index of Company A, the Customer Success Manager should focus on the areas where the scores are low. Given that Company A has a low Utilization Score, providing recommendations for training could help increase product usage. Additionally,suggesting new features that align with the company’s needs, based on data analysis, could enhance the perceived value of the product and improve the Health Index. References: Cisco Customer Success Manager documentation and best practices recommend focusing on training and feature adoption as key strategies for improving customer health scores and overall satisfaction.

The financial implication of churn is reduced revenue. When customers discontinue their subscriptions or stop purchasing products, the company’s revenue decreases. References: Financial analyses related to customer churn highlight the direct impact on revenue, emphasizing the importance of retaining customers to maintain financial stability.

 The Customer Success Manager should consider re-enforcing the time to value of the solution. This involves communicating the benefits and potential impact of the solution on the customer’s business operations and objectives, emphasizing how timely deployment can lead to quicker realization of these benefits.

The exhibit shows that Product C is facing critical issues in the ‘Implement’ stage, as indicated by the red box, and at-risk conditions in the ‘Use’ stage, as shown by the orange box. These indicators suggest that there are significant barriers preventing the successful implementation and use of Product C. Therefore, the first priority must be to identify and document these barriers to develop a plan to overcome them and ensure the product’s success. References: Best practices in customer success management and product lifecycle management.

To gain commitment for additional use cases, it is effective to identify target outcomes that address known challenges and demonstrate how new use cases can help achieve them. Additionally, conducting a discovery session to uncover additional pain points can reveal opportunities for further use cases

After learning that the customer’s team is evaluating a competitive solution, the Customer Success Manager should host a discovery session with stakeholders to understand their challenges and desired outcomes. This can help address any gaps in the current solution and prevent the customer from switching to a competitor. References: Customer Success strategies recommend engaging with customers to understand their needs and address any dissatisfaction proactively to prevent churn.

Opportunities that can lead to customers becoming advocates include moments of success when the customer acknowledges progress and continuing results based on unexpected value. These instances demonstrate the tangible benefits of the solution and can inspire customers to share their positive experiences with others, leading to advocacy.

A lagging indicator is a metric that reflects the success or failure after an event has occurred. In the context of customer success, an increase in the net promoter score (NPS) is a lagging indicator because it measures customer sentiment after they have experienced the product or service.