Be in Charge

of your

Financial Success!

Be in Charge

of your

Financial Success!

Financial Workshop: The ROI of Customer Success

Understand key metrics relating to customer retention, upsell and cross-sell, is a critical element in building a great Customer Success organization. From a strategic perspective, metrics focus attention on key business drivers, and enable the effective allocation of budgets. By monitoring these key metrics, and iterating as necessary, Customer Success organizations are able to align day-to-day decisions with vital organizational goals.

The goal of this workshop is to demystify financial metrics, through a deep understanding of what these metrics represent, and how they are computed. Workshop participants will get hands-on experience with financial modeling templates, and start the process of constructing these metrics for their own organization.

Course Content

  • Understanding LTV
  • CRC and CEC – Why they are just as important as CAC?
  • Financial Modeling for Customer Success organizations
  • A Data-Driven Approach to Customer Success
Tom Lipscomb

Tom Lipscomb

Management Consultant - The Successful Customer

Tom Lipscomb, brings to this workshop, over 20 years of experience ranging from Fortune 50 companies to startups. The methodology he employs, begins with the creation of a strategy, which defines the role that your Customer Success organization will play in achieving your company’s business objectives.

To learn more about this complimentary workshop, please fill in the form below.

Strikedeck Customer Success

Strikedeck’s CS platform equips you with the tools to understand your customer’s usage trends, harness data analytics, assess customer health, prevent churn, and foster key business partnerships, all in one cohesive system.
Customer 360
CSM Dashboard
Customer Health
Automation
Playbooks
Workflow Recipes
Task Management
Customer Journeys
Customer Sentiment
Customer Segments
Collaboration
Alerts
Reports
Dashboards
Email Sync
Data Connectors

Strikedeck Customer Success

Strikedeck’s CS platform equips you with the tools to understand your customer’s usage trends, harness data analytics, assess customer health, prevent churn, and foster key business partnerships, all in one cohesive system.
customer 360
Customer 360
customer success dasboard
CSM Dashboard
Customer Health
Customer Health
Customer Success Automation
Automation
Customer Success Playbook
Playbooks
Workflow Recipes
Workflow Recipes
Task Management
Task Management
Customer Journeys
Customer Journeys
Customer Sentiment
Customer Sentiment
Customer Segments
Customer Segments
Customer Messaging
Collaboration
Customer Notifications
Alerts
Customer Activity Email Report
Email Reports
Customer Dashboard
Dashboards
Email Sync
Email Sync
Customer Data Integration
Data Connectors