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.

Fill out my online form.

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