Account Management Process & Skills
How effective are your sales and customer success teams in driving expansion through account management?
SOAR provides account management skills and process focused on value creation and realization.
Expansion Value Messaging Playbooks
Do your customers clearly understand the value of expanding their relationship with your company?
SOAR creates clarity and scalability through expansion value messaging playbooks.
Customer Value Realization and Capture Playbooks
Do your customers recognize the value your organization is delivering?
SOAR value realization and capture playbooks support customer success teams in positioning value delivered.
Customer Success Organization Design
Is your customer success organization set up to maximize value and scalability?
SOAR customer success organization design creates clarity on roles and responsibilities.
Customer Success Compensation
Is your customer success compensation driving the focus and results to achieve your customer success goals?
SOAR designs and implements customer success compensation plans to achieve your customer success goals.
Customer Success Management, Metrics and Cadence
Do you have the right management metrics and cadence to ensure that your customer success function is delivering on customer and internal requirements?
SOAR creates scalable customer success management processes with a consistent cadence and metrics.
QBR Process & Playbook
How effective is your customer success team in executing quarterly business reviews (QBR)?
SOAR creates high impact QBR processes and playbooks to drive effective customer engagement.
Customer Success Skills Training
Do your customer success teams have the skills to create a high impact customer engagement?
SOAR customer success skills training builds effective skills to drive high impact customer engagement.
Upsell Playbooks
Do you have the desired upsell and expansion selling results?
SOAR creates clarity and scalability through upsell playbooks. Playbooks include upsell process and plays, roles, responsibilities, handoffs, and timing.
Customer Value Model and Assessment
Do your customers recognize the value your organization is delivering?
SOAR value realization, value assessment, and capture playbooks support customer success teams in positioning value delivered.
Revenue/Growth Strategy and Planning
Are your growth rates at the required levels?
SOAR creates revenue/growth strategies and plans to deliver next level performance.
Upsell Skills Training
How effective are your sales and customer success teams in driving upsell?
SOAR builds effective upsell skills across your sales and customer success teams.
Customer Success Account Segmentation & Coverage Model
Are your customer success teams focused on the accounts with greatest potential?
SOAR defines account segmentation and coverage models to optimize customer success effectiveness and efficiency.
Customer Engagement Model
Are roles and responsibilities clearly defined across the customer engagement?
SOAR customer engagement models provide clarity on the role of each team member and their responsibilities to ensure customer success.
Expansion Analysis and Scorecard
Have accounts with the greatest potential and probability for expansion been identified?
SOAR designs expansion analysis and scorecards to focus customer success and sales teams on the right accounts.
Leading Innovation and Change
How effective are your customer success leaders in driving innovation and change?
SOAR innovation leader and change velocity programs build skills to drive innovative change both internally and with customers.
Coaching Skills
How effective are your customer success leaders in coaching their teams to deliver an excellent customer experience?
SOAR coaching programs build customer success leader skills for developing high impact customer success teams.
