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What key metrics and KPIs do you track for success with enterprise clients?

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2 Answers
  1. Natasha Evans
    Natasha Evans

    Hook VP Customer Growth • 1y

    Personally I'm always a fan of holding CSMs accountable to a retention $ or % target, so that's always up there for me. I do also think that having an expansion component becomes more compelling for Enterprise CSMs as it is common to spend a lot of time working closely to help your customer achieve their business goals, which can naturally lead to an upsell. From there, I'd think of 2 other things:1) Relationship/customer journey based KPIs: I expect every Enterprise customer to get shown the va ...Read More

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  2. Wynne Brown
    Wynne Brown

    Medius Enterprise Customer Sales • 2y

    The only standard metrics or KPIs I can provide to you for tracking success with enterprise clients are meta metrics and meta KPIs: how do you measure the value of your product? All metrics and KPIs should focus on how a customer will know the ROI in your solution is worth it. Tracking activity metrics or touchpoints serves you to know your staff isn't lazy... but it does NOT measure success if you are looking at success as answering these questions: what value has the customer received? what or ...Read More

    1,036 Views

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