How to Spot Escalations & Manage Them

Learn how to track accounts through an escalation process, understand reasons accounts are at risk by category to avoid potential issues in the future.

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Online/Virtual – Free

Thursday, August 6, 2020

Engaging customers early when issues first occur not only makes it easier to solve the problem but lays the foundation for a stronger relationship going forward.  Ensuring your customers are top of mind and you are managing the account proactively is necessary in helping to mitigate a potential escalation and create a future opportunity.

Many organizations don’t have the visibility to escalations or a process to approach tracking and solving. In this session, you will learn how to track accounts through an escalation process, understand reasons accounts are at risk by category to avoid potential issues in the future.

Join Robyn Fernandez, Director of Customer Success on Thursday, August 6 at 11am PT | 1PM EST  as she shares effective techniques to detect problems early, classify them, and resolve them quickly to put a customer back on the path to success.


What you will learn:

  • Ways to monitor and identify potential escalations
  • Necessary steps to take when managing an escalation
  • Effective ways to create opportunities
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Speakers

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Agenda

9:00-9:05 PST

Welcome

Karen Budell, CMO, Totango

9:05-9:15  PST

The next generation of CS
Everything you need to know: new research, new success stories, new paradigms

Alistair Rennie, CEO, Totango
Karen Budell,
CMO, Totango

9:15-9:30  PST

Expanding Totango partnerships & innovation
Deep-dive on Totango's latest innovations and integrations to our CS software

Ravit Danino, SVP of Product, Totango

9:30-9:50  PST

Delivering CS outcomes
The "X" factor—Learn how Waystar leans into CXO partnerships to drive results

Madhavi Bezwada, VP Client Success, Waystar

9:50-10:05  PST

Driving outsized impact with scaled CS
How Extreme Networks uses digital programs to drive business growth

Allie Irvin, Head of CS, Extreme Networks

10:05-10:25  PST

CS hot takes!
Spicy conversation on the most challenging and exciting topics facing the CS industry

Erika Brookes, CMO, Higher Logic
Kristin Hayer, Founder and CEO, The Success League
Peter Armaly, VP of Customer Success, ESG
Chris Dishman, SVP Global CS, Totango

10:25-10:30  PST

Close & Thank You

Chris Dishman, SVP Global CS, Totango

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hosted by:
Kevin O'Came

Robyn Fernandez,
Director of Customer Success, Totango

Kevin O'Came
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Engaging customers early when issues first occur not only makes it easier to solve the problem but lays the foundation for a stronger relationship going forward.  Ensuring your customers are top of mind and you are managing the account proactively is necessary in helping to mitigate a potential escalation and create a future opportunity.

Many organizations don’t have the visibility to escalations or a process to approach tracking and solving. In this session, you will learn how to track accounts through an escalation process, understand reasons accounts are at risk by category to avoid potential issues in the future.

Join Robyn Fernandez, Director of Customer Success on Thursday, August 6 at 11am PT | 1PM EST  as she shares effective techniques to detect problems early, classify them, and resolve them quickly to put a customer back on the path to success.


What you will learn:

  • Ways to monitor and identify potential escalations
  • Necessary steps to take when managing an escalation
  • Effective ways to create opportunities

Featuring leaders from:

Waystar

Read the transcript

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hosted by:
Kevin O'Came

Robyn Fernandez,
Director of Customer Success, Totango

Kevin O'Came
Kevin O'Came

Want the basics? Review the 2022 Customer Success Industry & Salary Report.

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FEATURING:
Kevin O'Came

Robyn Fernandez,
Director of Customer Success, Totango

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