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Customer Success Playbook Season 2 Episode 31 - Preethie Vimalan - Mastering the Customer Journey
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Mastering the Customer Journey: Insights from Freshworks' Preethie Vimalan
In this insightful episode of the Customer Success Playbook Podcast, host Roman Trebon engages in a thought-provoking conversation with Preethi Vimalan, Manager of Onboarding at Freshworks. Preethi shares her expertise on the five key phases of the customer journey: onboarding, adoption, dependency, value realization, and growth. The discussion delves into strategies for enhancing customer success, the importance of cross-functional collaboration, and the potential impact of AI on customer journey management.
Detailed Analysis
Preethi Vimalan brings a wealth of experience in managing customer journeys, emphasizing the importance of understanding and nurturing each phase of the customer lifecycle. She provides valuable insights on:
- The evolution of customer journey understanding, moving beyond the simplistic onboarding-to-success model.
- Tailoring the approach for different customer segments, particularly the importance of high-touch engagement for enterprise clients.
- Strategies for driving post-onboarding adoption, including close collaboration with customer success managers and involving customers in product development through beta programs and advisory boards.
- The critical role of internal communication and alignment in delivering a seamless customer experience.
- Key lessons learned in implementing a comprehensive customer journey approach, including building strong relationships with sales and customer success teams, ensuring proper team enablement, and establishing robust feedback loops.
- The potential impact of AI in enhancing data utilization, streamlining administrative tasks, and providing next-best-action recommendations.
The conversation also touches on the challenges of maintaining high-value QBRs and the importance of continuous refinement of the customer journey approach. Preethi's insights offer valuable guidance for organizations looking to enhance their customer success strategies and drive long-term value for their clients.
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You can also find the CS Playbook Podcast:
YouTube - @CustomerSuccessPlaybookPodcast
Twitter - @CS_Playbook
You can find Kevin at:
Metzgerbusiness.com - Kevin's person web site
Kevin Metzger on Linked In.
You can find Roman at:
Roman Trebon on Linked In.
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