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In this episode, Joydeep Sen Sarma, founder and CEO of Clearfeed, discusses the evolution of customer success in the SaaS world, emphasizing the shift from transactional support to ongoing, relationship-driven models. He also shares insights on how Clearfeed transforms Slack into a structured customer management tool, the role of AI in customer interactions, and the increasing importance of integrating natural language interfaces into product design.

Topics we discussed:

• 05:42 - The early internet and evolving tech paradigms
• 12:40 - Transitioning from transactional to subscription models
• 16:44 - Clearfeed: Transforming Slack into a help desk
• 18:39 - Customer love for real-time communication
• 22:21 - Fragmented experiences: No app, no problem
• 24:38 - Use cases beyond B2B: SMB and tertiary markets
• 30:48 - B2B learning from B2C customer engagement
• 31:13 - The role of bots and AI in customer interactions
• 41:02 - Balancing product development and customer feedback

Enjoy! I know I sure did…

Joydeep’s Linkedin: https://www.linkedin.com/in/joydeeps/

Support the Show.

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Like/Subscribe/Review:
If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review.

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

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The Digital Customer Success Podcast is hosted by Alex Turkovic

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In this episode of the Digital CX podcast, Jess Osborn shares insights from her career journey, discussing her experiences with customer success, account management, and scaling global teams at companies like Bazaarvoice and, currently, GoCardless. She emphasizes the importance of action-based onboarding, digital tools in renewals, and the evolving landscape of customer experience, while also addressing challenges in today’s job market and career development in digital CS.

Chapters:
06:18 - A start in account management
12:17 - Revenue ownership in customer success
15:14 - Scaling customer success globally
17:01 - Digitizing renewals and the customer experience
19:25 - Job market challenges and pivots
24:39 - Breaking into digital CS: Key skills and focus
30:20 - Strategic relationships in CX and CS
33:34 - Redefining onboarding with action-based metrics
37:51 - Immersive digital experiences in B2C

Enjoy! I know I sure did...

Jess' LinkedIn: https://www.linkedin.com/in/jessicareserosborn/

Content:

• Unlocking Us with Brené Brown: https://brenebrown.com/podcast-show/unlocking-us/
• Blinkist: https://blinkist.o6eiov.net/JzEe1a

Shoutouts:

• CS Collective
• Layton Chainey: https://www.linkedin.com/in/laytonchaney/
• Sue Nabeth Moore: https://www.linkedin.com/in/sue-nabeth-moore-6470905/

Support the Show.

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review.

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Send us a Text Message.

In this solo episode, I take you through the 4 Pillars of Digital Customer Success, a model I have come up with over the past years to help establish a strong foundation for a digital CS program. I also cover a few news tidbits related to CS.

Join me as I walk you through the four pillars:

• Customer Journey
• Data
• Automation
• Content

Chapters:
01:05 - News and Reviews
07:18 - Four Pillars of Digital CS
10:05 - Pillar 1: Customer Journey
16:05 - Pillar 2: Data & Data Cleanliness
20:41 - Pillar 3: Automation
24:28 - Pillar 4: Content
29:34 - Recap

A few resources mentioned in this episode:

• Article: The Digital CS Sweet Spot: https://digitalcustomersuccess.com/dcs-sweet-spot/
• The Digital CS Tech Stack: https://digitalcustomersuccess.com/tech-stack/

And don't forget to check out Sara Roberts and Christine Raby's course, LinkedIn Mastermind: http://www.bayviewtalent.com/masterclass

Support the Show.

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review.

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Send us a Text Message.

In this episode, Alex interviews Masha Krol, CEO of Glowstick about the various innovative uses of AI in customer success to identify growth opportunities and enhance collaboration between CS and commercial teams. Masha shares her takes on the evolution of digital customer success, emphasizing the importance of leveraging AI to analyze customer conversations, breaking down organizational silos, and segmenting customers based on tasks and outcomes for more personalized strategies.

Chapters:
06:19 - Silos in organizations
08:07 - Analyzing customer conversations
10:23 - Identifying growth opportunities
14:32 - Human and digital go hand-in-hand
17:29 - Customer segmentation challenges
19:29 - Internal collaboration models
23:52 - CS as a strategy
25:07 - CSQL programs and challenges
30:01 - Trust issues in teams
37:14 - AI in the market
40:03 - Future of AI tools

Enjoy! I know I sure did...

Masha's LinkedIn: https://www.linkedin.com/in/mashakrol/
Glowstick: https://www.glowstick.ai/

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This episode was edited and sponsored by Lifetime Value Media, a media production company founded by my good friend and fellow CS veteran Dillon Young. Lifetime Value aims to serve the audio/video content production and editing needs of CS and Post-Sales professionals. Lifetime Value is offering select services at a deeply discounted rate for a limited time. Navigate to lifetimevaluemedia.com to learn more.

+++++++++++++++++

Support the Show.

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review.

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

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RevSetter founder Haydar Al Saad discusses with Alex his new revenue-centric customer success platform and its unique approach to integrating both sales and customer success functions. He and Alex explore his extensive experience in SaaS and Haydar’s philosophy on the importance of post-sale revenue growth and the role of digital customer success tools overall in enhancing efficiency and customer value.

Chapters:

• 03:02 - Private Equity → SaaS
• 05:38 - Sales → Customer Success
• 10:19 - Importance of Post-Sale Revenue Growth
• 15:05 - RevSetter: The Revenue-Focused CSP
• 20:37 - Digital Tactics for Customer Onboarding
• 23:05 - User Experience: RevSetter’s Approach
• 25:14 - Modernizing CS with Flexible Tools
• 33:25 - Innovative Digital Motions in SaaS

Enjoy! I know I sure did...

Haydar's LinkedIn: https://www.linkedin.com/in/haydaralsaad/
RevSetter: https://revsetter.com/

Resources:

• Topline Podcast: https://www.salestalentagency.com/topline-podcast/
• Customer Success Podcast: https://www.csmpractice.com/podcast

Shoutouts:

• Jan Young: https://www.linkedin.com/in/jan-young-cx/
• Daphne Costa Lopes: https://www.linkedin.com/in/daphnecostalopes/

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This episode was edited and sponsored by Lifetime Value Media, a media production company founded by my good friend and fellow CS veteran Dillon Young. Lifetime Value aims to serve the audio/video content production and editing needs of CS and Post-Sales professionals. Lifetime Value is offering select services at a deeply discounted rate for a limited time. Navigate to lifetimevaluemedia.com to learn more.

+++++++++++++++++

Support the Show.

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review.

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Send us a Text Message.

Ever wondered how mastering customer education can lead to skyrocketing revenue? Listen in as we sit down with Greg Rose of Intellum, who takes us on his extraordinary journey from running a record label to pioneering the field of customer education. You'll learn the magic of Education Qualified Leads (EQLs) and how they can turbocharge your conversion rates. Greg also shares invaluable leadership gems from his memorable Pulse talk, "Everything I Learned About Leadership I Learned from Fred Rogers and My Dad," blending personal anecdotes with professional wisdom.

We also talk about:

• 00:00 - Driving revenue through education
• 02:26 - Music and customer education
• 06:59 - Leadership lessons from Fred Rogers
• 07:59 - Brain science in sales
• 11:05 - The problem with sales handoffs
• 17:42 - Balancing micro-learning and mastery
• 19:08 - Two pillars of education strategy
• 27:18 - Challenges in measuring ROI
• 30:13 - Forrester’s findings on customer education
• 32:35 - The importance of strategic planning
• 36:59 - Defining an education qualified lead
• 40:10 - Impact of the pandemic on education
• 44:11 - Strategies for measuring impact
• 46:17 - Building relationships for data access
• 47:16 - Benefits of education moving to marketing
• 49:02 - Avoiding mistakes in education strategy
• 50:56 - The importance of reach and frequency

Enjoy! I know I sure did...

Shoutouts:

• Andrew DeBell: https://www.linkedin.com/in/andrewdebell/
• Jay Nathan: https://www.linkedin.com/in/jaynathan/
• Dee Kapila: https://www.linkedin.com/in/deekapila/

Books:

• Creative Act by Rick Rubin: https://amzn.to/3WvCDBL
• Leadership Revolution by Lori Hazan: https://amzn.to/4bS2zvR

+++++++++++++++++

This episode was edited and sponsored by Lifetime Value Media, a media production company founded by my good friend and fellow CS veteran Dillon Young. Lifetime Value aims to serve the audio/video content production and editing needs of CS and Post-Sales professionals. Lifetime Value is offering select services at a deeply discounted rate for a limited time. Navigate to lifetimevaluemedia.com to learn more.

+++++++++++++++++

Support the Show.

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review.

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Send us a Text Message.

This week, we are pleased to bring you a conversation with Rod Cherkas, a SaaS veteran, consultant, author of two books on customer success, and vocal contributor to the CS community.

Rod and Alex discuss his past at Marketo and Gainsight (among others), his newly released book REACH, as well as where he sees the CS profession heading.

Chapters:
00:00:00 - Intro
00:01:18 - Rod’s Background and Path to CS
00:02:42 - Journey from Product to Customer Focus
00:03:45 - Intuit’s Customer-Centric Approach
00:04:27 - Applying Experience Design Principles
00:05:02 - Hello CCO
00:07:00 - Developing Executive-Level Skills
00:09:08 - Practical Impact of REACH Framework
00:10:29 - Importance of Marketing Playbooks
00:11:16 - Commercial Focus in CS Teams
00:13:03 - Learning from Digital Marketing
00:15:45 - Embracing Digital and AI in CS
00:16:15 - Prioritizing Accounts with Growth Potential

Enjoy! I know I sure did...

Rod's LinkedIn: https://www.linkedin.com/in/rodcherkas/
Rod's Website: https://hellocco.com
Rod's Books:
- CCO Playbook: https://amzn.to/3y44XBS
- REACH: https://amzn.to/3Wn5wAm

+++++++++++++++++

This episode was edited and sponsored by Lifetime Value Media, a media production company founded by my good friend and fellow CS veteran Dillon Young. Lifetime Value aims to serve the audio/video content production and editing needs of CS and Post-Sales professionals. Lifetime Value is offering select services at a deeply discounted rate for a limited time. Navigate to lifetimevaluemedia.com to learn more.

+++++++++++++++++

Support the Show.

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review.

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Send us a Text Message.

In this solo episode, we tackle two primary topics:

• Imposter Syndrome specific to Digital CS and how to combat it
• Building Customer Health Scores without the benefit of product Telemetry

Along the way, I also share a few news items and resources with you.

Enjoy! I know I sure did...

Resources:

• Virtual Scale & Digital Meetup Survey Link
  
  
• Latest Digital CX Articles
  • Hubspot
  • ChurnZero
• Everyday AI
  • 5 Simple Ways to use Generative AI Every Day
• DCS Connect Slack Community
  
  
• Digital Customer Success book
  
  
• Health Scores without Telemetry post

Support the Show.

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review.

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic