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Customer Success

Conociendo al cliente

Sebastián Jara and Jorge Dávila Girón

¿Qué es Customer Success? Es una estrategia colaborativa que se centra en descubrir anticipadamente las necesidades de nuestros clientes y ayudarlos a sacar el mayor provecho sobre los productos o servicios que les ofrecemos con el fin de transformar la experiencia del cliente y generar fidelización.

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¿Qué es Customer Success? Es una estrategia colaborativa que se centra en descubrir anticipadamente las necesidades de nuestros clientes y ayudarlos a sacar el mayor provecho sobre los productos o servicios que les ofrecemos con el fin de transformar la experiencia del cliente y generar fidelización.

Esta relación que se trabaja a largo plazo, no se centra únicamente en el servicio al cliente sino en la experiencia del mismo, ayuda a genera lealtad, retención del mercado, éxito del cliente y una rentabilidad sostenible tanto de nuestra empresa como del propio cliente.

Para lograr estos resultados es necesario hablar de un proceso colaborativo que se da, tanto al interior de la compañía (aliados y equipo de customer success/ área de customer success), como al exterior con nuestra base de clientes. Es decir, es una estrategia que involucra a departamentos como el de mercadotecnia, ventas, servicios, capacitación, soporte, diseño, entre otros y que deben ser liderados por un gerente de éxito del cliente (el customer success manager).

Esta estrategia ayuda a entender a nuestros clientes -así como a nuevos clientes-y anticipar sus necesidades, comprender el ciclo de vida del cliente, ser proactivo para otorgar una mejor experiencia (customer experience), aumentar el nivel de satisfacción del cliente, entender las preguntas de los clientes, así como ayudarlos a transformar sus negocios; esto se traduce en una relación más profunda, en donde no solo se logra la retención de clientes sino en fidelización y evita que se genere una tasa de cancelación (churn rate) eficientando el proceso de compra y posventa.

Este curso permitirá conocer la importancia de desarrollar habilidades de negociación, liderazgo, servicio al cliente y gestión con los clientes, para poder así ofrecer experiencias exitosas a los clientes.

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What's inside

Syllabus

Inicia aquí
Módulo 1: Introducción
Módulo 2: Estrategia
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Módulo 3: Proceso
Módulo 4: Personas
Módulo 5: Métricas
Fin del Curso

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Se centra en la estrategia de Éxito del Cliente, que ayuda a empresas y clientes a tener relaciones más profundas y rentables
Aborda procesos, personas y métricas para el éxito del cliente, lo que brinda una comprensión integral
Enseña habilidades de negociación, liderazgo y gestión de clientes, lo que fortalece las relaciones con los clientes
Desarrollado por Sebastián Jara y Jorge Dávila Girón, expertos en Éxito del Cliente
Se adapta a profesionales que buscan mejorar las experiencias del cliente y generar fidelidad
El curso requiere una comprensión previa de los principios de servicio al cliente

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Activities

Coming soon We're preparing activities for Customer Success: Conociendo al cliente. These are activities you can do either before, during, or after a course.

Career center

Learners who complete Customer Success: Conociendo al cliente will develop knowledge and skills that may be useful to these careers:
Customer Success Manager
A Customer Success Manager is responsible for ensuring that customers are successful in using a company's products or services. They work with customers to identify their needs, develop solutions, and track progress. This course can help you develop the skills you need to be a successful Customer Success Manager, including negotiation, leadership, service, and management skills.
Account Manager
An Account Manager is responsible for managing relationships with key customers. They work to understand the customer's needs, develop solutions, and track progress. This course can help you develop the skills you need to be a successful Account Manager, including negotiation, leadership, service, and management skills.
Sales Manager
A Sales Manager is responsible for leading and managing a sales team. They work to develop sales strategies, motivate the team, and track progress. This course can help you develop the skills you need to be a successful Sales Manager, including negotiation, leadership, service, and management skills.
Marketing Manager
A Marketing Manager is responsible for developing and executing marketing campaigns. They work to understand the target market, develop messages, and track results. This course can help you develop the skills you need to be a successful Marketing Manager, including negotiation, leadership, service, and management skills.
Product Manager
A Product Manager is responsible for developing and managing a product. They work to understand the customer's needs, develop solutions, and track progress. This course can help you develop the skills you need to be a successful Product Manager, including negotiation, leadership, service, and management skills.
Project Manager
A Project Manager is responsible for planning, executing, and closing projects. They work to develop project plans, manage budgets, and track progress. This course can help you develop the skills you need to be a successful Project Manager, including negotiation, leadership, service, and management skills.
Business Analyst
A Business Analyst is responsible for analyzing business processes and developing solutions. They work to understand the business needs, develop solutions, and track progress. This course can help you develop the skills you need to be a successful Business Analyst, including negotiation, leadership, service, and management skills.
Consultant
A Consultant is responsible for providing advice and support to clients. They work to understand the client's needs, develop solutions, and track progress. This course can help you develop the skills you need to be a successful Consultant, including negotiation, leadership, service, and management skills.
Entrepreneur
An Entrepreneur is responsible for starting and running their own business. They work to develop business plans, raise capital, and manage operations. This course can help you develop the skills you need to be a successful Entrepreneur, including negotiation, leadership, service, and management skills.
Operations Manager
An Operations Manager is responsible for planning, executing, and closing operations. They work to develop operations plans, manage budgets, and track progress. This course may help you develop the skills you need to be a successful Operations Manager, including negotiation, leadership, service, and management skills.
Marketing Specialist
A Marketing Specialist is responsible for developing and executing marketing campaigns. They work to understand the target market, develop messages, and track results. This course may help you develop the skills you need to be a successful Marketing Specialist, including negotiation, leadership, service, and management skills.
Technical Support Specialist
A Technical Support Specialist is responsible for providing technical support to customers. They work to diagnose problems, resolve issues, and provide information. This course may help you develop the skills you need to be a successful Technical Support Specialist, including negotiation, leadership, service, and management skills.
Sales Representative
A Sales Representative is responsible for selling products or services to customers. They work to develop relationships, identify needs, and close deals. This course may help you develop the skills you need to be a successful Sales Representative, including negotiation, leadership, service, and management skills.
Freelancer
A Freelancer is responsible for providing services to clients on a contract basis. They work to develop proposals, negotiate contracts, and deliver services. This course can help you develop the skills you need to be a successful Freelancer, including negotiation, leadership, service, and management skills.
Customer Service Representative
A Customer Service Representative is responsible for providing support to customers. They work to answer questions, resolve issues, and provide information. This course can help you develop the skills you need to be a successful Customer Service Representative, including negotiation, leadership, service, and management skills.

Reading list

We've selected seven books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Customer Success: Conociendo al cliente.
Este libro destaca la importancia de crear una experiencia de cliente sin esfuerzo. Proporciona información valiosa sobre cómo identificar y eliminar los puntos débiles en el recorrido del cliente.
Este libro analiza la importancia de construir una cultura centrada en el cliente en toda la organización. Proporciona estrategias prácticas para mejorar la satisfacción y la lealtad del cliente.
Este libro clásico analiza el surgimiento de la economía de la experiencia. Proporciona información sobre cómo las empresas pueden crear experiencias memorables para los clientes que impulsen la lealtad y el crecimiento.
Este libro explora el papel de las emociones en la toma de decisiones de los clientes. Proporciona información sobre cómo las empresas pueden crear conexiones emocionales con los clientes para impulsar la lealtad y el crecimiento.
Este libro proporciona un marco para crear nuevos mercados no disputados. Ofrece estrategias para diferenciarse de la competencia y crear un valor único para los clientes.
Este libro proporciona información sobre la ciencia detrás de los hábitos. Ofrece estrategias para crear nuevos hábitos o romper los existentes, lo que puede ser aplicable a la formación de hábitos en torno a la experiencia del cliente.
Este libro analiza el papel de la cultura en el éxito de las organizaciones. Proporciona información sobre cómo las empresas pueden crear una cultura de éxito del cliente, donde los empleados están motivados y comprometidos a brindar experiencias excepcionales a los clientes.

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