Kiran Panigrahi

AMA: Gainsight Senior Director - Client Outcomes, Kiran Panigrahi on Customer Success KPI's

April 4 @ 10:00AM PT
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What KPIs should I own and not own as the first customer success hire?
I'm working at a start-up, and a first customer success hire.
Kiran Panigrahi
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT2y
In stepping into the Customer Success domain, it's crucial to prioritize KPIs that align with the role's core responsibilities. A strategic approach involves mapping KPIs...
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1476 Views
2 requests
Kiran Panigrahi
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT2y
Absolutely, piloting the customer success function in an organization is a unique and exciting opportunity for growth and learning. Understanding the company's goals and ...
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1827 Views
2 requests
Kiran Panigrahi
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT2y
The importance of KPIs might vary from organization to organization and between the respective goals or objectives. It makes more sense to have continued or enhanced metr...
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1673 Views
1 request
Kiran Panigrahi
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT2y
Committing to certain KPIs in customer success without considering their broader impact or relevance to overall business objectives can lead to misguided efforts and low ...
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1033 Views
1 request
Kiran Panigrahi
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT2y
Shared KPIs between sales and customer success teams foster collaboration and alignment toward common goals, and it depends on how the organization is structured regardin...
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808 Views
1 request
Kiran Panigrahi
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT2y
A strategic approach involves mapping KPIs to the customer lifecycle stages, fostering a sense of purpose and confidence in your efforts.For instance:NPS Over CSAT: While...
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1345 Views
1 request
Kiran Panigrahi
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT2y
Setting KPIs can indeed feel arbitrary, especially in new or uncertain markets. However, there are strategies to overcome this uncertainty and set realistic goals:Market ...
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1233 Views
1 request
Kiran Panigrahi
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT2y
Customer success KPIs for a self-serve product may differ from those for a more traditional, high-touch product. This is more of a 1:Many methodology driven based on thes...
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1226 Views
1 request
Kiran Panigrahi
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT2y
Developing quarterly or annual customer success OKRs and tying them to individual projects involves a structured approach:Understand Company Goals: Align OKRs with overal...
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1271 Views
1 request
Kiran Panigrahi
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT2y
I'd structure my thoughts tailored to the company's goals, customer needs, and product/service offerings, distinguish between leading and lagging indicators, establish th...
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1125 Views
1 request
Kiran Panigrahi
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT2y
When directly correlating with pipeline generation proves difficult, consider alternative metrics such as engagement (website visits, email open rates), lead quality (con...
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1407 Views
1 request