3DCS/R
3D Customer Success & Renewals
Drive growth and value through best-in-class Customer Success.
For a growing number of businesses, managing Customer Success is a key driver of growth and value. Each year, more and more companies recognise the importance of generating recurring revenue. Even for companies where Pay As You Go (PAYG) remains the main business model, contract renewal and expansion are critical drivers of growth and enterprise value.
Achieving this growth requires skilled management of onboarding, adoption, customer health and the renewal process, which is why Customer Success has become such a critical business function.
Customer Success teams work closely with Sales, Account Management and Customer Service, yet they have very different skill requirements. It’s an area where training the right skills offers a particularly significant payoff, and the 3D Customer Success & Renewals programme draws on the latest research to deliver outstanding results. Participants are equipped with a wide range of analytical and interpersonal skills to deliver results for your clients while ensuring the right commercial outcomes for your business.
This highly interactive programme forms part of Imparta’s 3D Curriculum, which helps sales and client services professionals to create, differentiate, protect, capture, deliver and expand value around the whole customer Buying Cycle. It develops lasting skills through a comprehensive set of application and real-life exercises, tools and reinforcement techniques within Imparta’s continuous improvement ecosystem.
Course Overview
Key training topics include:
- The importance of having a Customer Success strategy and the economic impact of reducing churn.
- How Customer Success interacts with other functions (e.g., Sales).
- Managing effective customer onboardings; Time to First Value and methodologies to minimise it.
- Strategies to drive user adoption; insights into adoption barriers, and the skills to remove them.
- Problem-solving and handling difficult conversations; stakeholder mapping and management; building stakeholder trust.
- Key metrics for customer health and customer behaviour.
- Ensuring customer satisfaction, the concept of Net Promoter Score and techniques to increase it.
- Framework for running effective QBRs/ABRs.
- Creating compelling renewal pitches.
Impact
Imparta’s 3D Customer Success and Renewals programme is designed to:
- Reduce Time to First Value for new accounts.
- Improve Customer Health across a range of KPIs covering customer experience as well as results.
- Drive renewals.
- Reduce gross and net churn (by up to 50%).
- Extend contract duration.
Secondary benefits include:
- A reduction in time spent firefighting.
- Trusted Advisor status.
- Increased customer advocacy.
- An increased number of referrals.
The Customer Success Imperative
Richard Barkey, Imparta’s Founder & CEO, explains why Customer Success is so important, and the difference between high-touch, low-touch and e-touch Customer Success. He also explains the difference between CS and Account Management.
Who is it For?
This programme is designed for Customer Success specialists, their managers, and any other executive who could benefit from a better understanding of how to secure renewals in recurring revenue businesses.
It is also an important skill-set for any salesperson, account manager, or other customer-facing professional, with responsibility for helping customers to achieve impact and ultimately to renew and grow their relationship with your business.
Formats and Duration
The programme is part of Imparta’s modular curriculum.
It is available as:
- eLearning (full modules, plus individual assets that can be embedded into playbooks).
- A 3-day instructor-led face-to-face workshop.
- 6 four-hour virtual instructor-led sessions.
- Flipped learning where the classroom is used to focus on application.
- Modules that can be combined with other courses.
The programme also includes competency definitions, application tools, measurement, and reinforcement tools including nudge questions and manager coaching guides to make the new skills stick.
Application Tools
Application tools (Canvases) are available in print, editable PDF and Excel versions. They are also available as native Salesforce tools and standalone tools within our platform.
The Canvases help attendees to embed their new skills, and to apply them to winning business and improving account profitability.
