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What do you get when you put 16 #CustomerSuccess executives in a room with a dictionary 📕? We hosted our next “AI in Customer Success” lunch in the lovely city of Boston yesterday. I opened up with my favorite / nerdiest icebreaker: “What’s your favorite word?” You can tease me, but I relish the beauty of language ❤️, unless it’s churn-related… The answers offered a lens into the mindset of leaders managing clients: “outcome-oriented,” “femininomenon” (not a real word but an epic Chappell Roan song), “minutiae,” “collaboration,” “change creates opportunity” (again, not a word, but a powerful phrase to live by), “meaning,” “consistency,” “opportunity,” “empathy,” “preparation,” “accountability,” “tangibility,” “community,” “fearless” (apparently not the Taylor Swift album), “flibbertigibbet” (ask our own Seth Wylie to define that one!) and “sonder" (not a real word but my favorite from the “Dictionary of Obscure Sorrows”). On a more serious note, the lunch allowed me to compile what I’d say are the 5 “must do” activities are for CS executives with respect to AI: 1. Get Your Head Out of the Sand: “But what about security?” Security is an important question. But don’t let months go by, imagining you’ve blocked AI, as 50% of your teammates use ChatGPT every day! 2. Enable Your Team On Using AI: Entrepreneur Mark Cuban put it perfectly: “If you don’t learn AI, you’re going to become a dinosaur within 3 years.” We need to help our teams continuously learn AI. I say “continuously” since AI is evolving so rapidly. At Gainsight, Seth Wylie and Brady Bluhm from our own Customer Success team created a program called “AI for All” to foster this learning. 3. Increase Meeting Effectiveness: Generative AI can help executives, new CSMs and high volume CSMs prepare for accounts without someone writing a “prep note.” This isn’t about efficiency - it’s about not walking into meetings cold. 4. Improve CSM Productivity: The CSM role (along with other customer-facing roles) is maddening for many reasons. One of them is due to the amount of manual “grunt” work involved. CSMs love clients. And they hate data entry. Whether it’s note taking or contact updates, AI can help CSMs do more of what they love and less of what they loathe. 5. Extract Intelligence: Given the omnipresence of recorded meetings, there is treasure trove of information in those calls. This knowledge is silo-ed and often lost. From customer goals to value delivered to use cases to client personas to advocacy moments, AI can help auto-intuit this data and expose it to all CSMs. Big props to Eva Klein Josh Buckley Beth Shea Erin Parker James Lemonias Juan Del Rio Joanna Vinick Kate Robertson Kristina Holbrook Melissa DiTucci Marc P. Shahar Layani Stephanie Bourdage-Braun Jonathan Corbin Mark Friedman Michael Larkin for brining their thinking and thesauri to the dialog! How about you? Where are you starting with Generative AI? And what’s your favorite word? 😎