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Customer success (CS) is a vital business capability that can develop out of several existing functions, including support, sales, or marketing. As a company grows, CS sprawl can increase, making it difficult to consolidate resources under dedicated leadership with the technology and processes designed to achieve agreed-upon outcomes. Maturing CS requires moving away from its dependence on human labor toward digital-led ways to engage and guide customers toward the outcomes they want and the value they deserve.
In this webinar, Forrester vice president and principal analyst Laura Ramos shows customer engagement leaders how to use Forrester’s Total Economic Impact™ (TEI) methodology to build a business case for combining distributed, nondedicated resources into a formally chartered CS function with the processes, responsibility, and technology to support any enterprise-scale business. We explore the TEI of three key digital-led investments — a customer-centered digital experience, integration of learning content or technology, and a community-based advocacy program — and what returns you can expect from each.
Key takeaways:
Target audience level: beginner and intermediate
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Consolidating resources and activities aimed at guiding customers toward successful outcomes requires new investment that delivers a full return of 109% in three years.
Leverage Forrester’s Total Economic Impact™ (TEI) model to build a business case for combining resources into a formally chartered customer success function.
This report helps B2B customer marketers identify the personality traits that loyal customers exhibit and then design a more holistic program around those characteristics.
In this report, we describe four key motivators for customer advocacy participation.
Tighter alignment between customer marketing and customer success improves customer retention and postsale expansion while ensuring customers realize value.
Learn the five practices top-performing customer success teams follow to deliver more value for customers.
Marketing, customer success, and product leaders in B2B companies can use this report to understand the value they can expect from community management software.
In this webinar we will look at the state of IT sustainability survey Forrester conducted at the end of 2024 looking at the buyer and spending behavior for sustainability initiatives for 2025. We will take a closer look at the most impactful initiatives on sustainability enterprise leaders told us they undertook in the past year how investments will look like for 2025 the key capabilities for sustainability management software solutions that enterprise leaders sort and the services capabilities that were most asked for in the market.Key takeaways: Buyer trends for sustainability management softwareServices partnerships enterprises seekMost impactful IT decarbonization efforts by organizationsTarget audience level: all levels
Misalignment in B2B planning disrupts sustainable growth and negatively impacts the customer experience. In this session, we'll show you how to integrate, sequence, and synchronize planning processes across all your go-to-market functions. By getting everything aligned, you'll not only drive growth but also create a smoother, more enjoyable journey for your customers.Join us to enhance coordination and drive success across your go-to-market functions.Key takeaways: Synchronize Efforts: Master the layers of B2B planning across teams to ensure everyone is working in harmony.Foster Collaboration: Learn the sequence of annual planning processes (occurring throughout the year) that promote teamwork and help commit resources and priorities effectively.Avoid Siloed Execution: Identify the essential outputs needed to inform each downstream planning process, ensuring seamless execution across all functions.Target audience level: all levels
In volatile times, marketing, customer experience, and digital leaders in consumer-facing businesses can’t let shifting winds and heavy currents push their business off course. Instead, these business leaders must keep a cool head, resist knee-jerk reactions, and fine-tune strategies precisely and creatively to adapt to only the meaningful and substantial changes in the market and business environment.Key takeaways: Recommit to - and invest in - growing customer obsession maturity across the organization.Reaffirm your brand, customers, and priorities to then take bold, not rash, steps: implementing “always on” scenario planning, staying creative, and communicating brilliantly.Master change management to keep your team energized and focused on delivering quality customer experiences.Ratchet up management of the risks in your control.Target audience level: beginner and intermediate
Changing business buyer behavior is making traditional go-to-market processes obsolete and turbulent global markets, geopolitical and social upheaval, and technology disruption are upending carefully crafted strategies, budgets, and priorities. It’s critical for B2B leaders to go beyond reactivity to prioritize stable market segments, reduce operational costs, and continuously monitor buyer and customer behaviors. While some lessons from the COVID-19 pandemic may be of use, every crisis has its own context. Today’s conditions represent a poly-crisis that also requires proactive scenario and contingency planning, a new pace for decision-making, and compliance vigilance. Take these actions and you won’t just overcome the chaos – you'll thrive within it. Key takeaways: Learn how to ruthlessly prioritize target market segments.Identify ways to cut duplicative technologies and nonstrategic operational costs.Understand why continuous customer insights strengthen resilience.Leverage scenario planning to keep one step ahead.Change the pace of decision-making and delegate more to frontline leaders.Keep data compliance requirements front and center Target audience level: beginner and intermediate
Your B2B customers expect personalized interactions on their terms and timelines. Outdated marketing, sales, and postsale processes have failed to meet their changing expectations, resulting in poor experiences that make it harder to retain accounts and grow them further. Postsale teams, and customer success specifically, are uniquely positioned to engage customers and help them achieve meaningful results, but only if you elevate their role in transforming revenue processes that create more durable growth.Key takeaways: Learn why customers are the key to stable, long-term growth.Understand the role of postsale engagement teams in transforming revenue processes.Explore how top teams guide customers through four distinct postsale stages of the Opportunity Lifecycle framework.Target audience level: intermediate
Anyone who sells software or digital goods online and wants to grow through globalization will at least consider a third-party Merchant Of Record model. Merchant of Record (MOR) solutions have existed for decades, but the industry has made headlines recently with some notable departures: Digital River, a former heavyweight in the market, is closing up shop, and a relative newcomer in the category, Lemon Squeezy, was acquired by payments heavyweight Stripe, which, per its founder, will “scale Merchant Of Record selling in a big way.”In this webinar, Forrester analyst Lily Varon is joined by a panel of CEOs from three major players in the MOR solution space: David Nachman, CEO of FastSpring; Jimmy Fitzgerald, CEO of Paddle; and Wendi Sturgis, Board Advisor and Former CEO of Cleverbridge. Key takeaways: Understand what is really going on with the Merchant Of Record market right now.Learn how to avoid common pitfalls of MOR selling.Discover the best ways for digital leaders to prepare for the future of MOR selling.Target audience level: all levels