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Customer Success Enablement : Dive into Use Case Enablement

Use Case Enablement is the cornerstone of equipping your Customer Success team to drive customer victories. It goes beyond simply understanding your product; it’s about mastering the specific ways customers leverage your product to achieve their goals.

What is Customer Success Enablement?

Customer Success Enablement is about giving your Customer Success team the tools, training and resources to truly be your customers’ champions. It’s the gap between understanding your product and understanding how customers use it to achieve specific outcomes in their industry. By investing in Use Case Enablement CSMs can turn from product experts into strategic partners to guide customers to success with your product. This means higher customer satisfaction, retention and ultimately more lifetime value.

Here’s a closer look at Use Case Enablement, complete with illustrative examples:

Understanding the “Why”:

Let’s say you have a project management software. A key use case might be “streamlining team collaboration”. A strong Use Case Enablement program would get into the “why” behind this use case. For example:

  • Reduced communication breakdowns: CSMs would understand the pain points customers face with siloed communication and how the software’s real-time chat and project updates fix them.
  • Better task delegation and tracking: They’d learn how features like task assignment and progress tracking help with workflow efficiency.
  • More team visibility: They’d understand how features like shared calendars and project dashboards give visibility into the team.

By understanding the “why,” CSMs can tailor their onboarding and support to directly address the customer’s specific goals within the use case.

Product Expertise:

Now, let’s move on to the “how” of setting up the project management software for the use case. Use Case Enablement would give CSMs:

  • Feature knowledge: They’ll know how to create workspaces, assign tasks with dates and set permissions.
  • Customization tips: They’ll know how to configure based on team size, industry and workflow.
  • Integration advice: They’ll know how to integrate with existing tools the customer uses – comms platforms or file sharing services.

This means CSMs can guide customers through the setup process with confidence, and use the product for the chosen use case.

Anticipating Roadblocks:

No journey is smooth. A Use Case Enablement program prepares CSMs for the common obstacles customers will face within a use case.

For example, with the project management software, potential roadblocks might be:

  • User adoption: CSMs will have strategies to get users to buy into and overcome change resistance.
  • Customizing workflows: They’ll have resources to train users on customizing dashboards, reports and task views for the team.
  • Integration: They’ll be able to troubleshoot connectivity and data syncing issues between the project management software and other tools.

By anticipating these roadblocks, CSMs can address them beforehand and prevent them from sabotaging the customer’s success with that use case.

Measuring Success & Customer Value:

Use Case Enablement also means setting up metrics for the chosen use case for the customer. That might be:

  • Team collaboration: Active users on the platform or tasks completed collaboratively.
  • Project completion time: Time to complete projects using the software.
  • Customer happiness: Survey customers on the use case.

By anticipating these, CSMs can proactively address them and prevent them from derailing the customer’s success with that use case.

By measuring success, CSMs can show the value of that use case and justify it continuing.

Use Case Enablement means CSMs can be true advisors, getting customers to achieve their goals with your product. It gives them the “why,” “how,” “what-ifs,” and “how-to-measure” for each use case, and that’s what drives the customer journey.

By measuring, CSMs can show the value of that use case and justify it. Use Case Enablement makes CSMs true advisors, getting customers to achieve their goals with your product. It gives them the “why,” “how,” “what-ifs,” and “how-to-measure” for each use case – that’s what drives the customer journey.

Use Case Enablement: Tailored for Industry Success

Use Case Enablement isn’t a one-size-fits-all approach. To maximize its effectiveness, CSMs should understand how core use cases manifest across different industries. Here’s how Use Case Enablement can be tailored for industry-specific success:

Financial Services Example: Streamlining Onboarding

AppEQ for Financial Services
  • Why: New client onboarding is a complex process in financial services, often riddled with paperwork and delays. A “streamlined onboarding” use case might focus on features that:
    • Electronically capture and verify client information.
    • Automate document generation and approvals.
    • Provide secure online portals for client communication and document exchange.
  • How: CSMs would guide financial service clients on:
    • Configuring the platform for regulatory compliance (e.g., KYC/AML).
    • Integrating with legacy customer relationship management (CRM) systems.
    • Setting up automated task workflows for different onboarding stages.
  • What Ifs: Anticipated roadblocks might include:
    • Data migration challenges from existing systems.
    • User resistance to new processes.
    • Integration complexities with third-party tools.
  • How to Measure: Success metrics could include:
    • Reduced onboarding time from days to hours.
    • Increased client satisfaction with the onboarding experience.
    • Improved data accuracy and completeness within the system.

Healthcare Example: Enhancing Patient Engagement

  • Why: Improved patient engagement leads to better health outcomes. A “patient engagement” use case for a healthcare platform might target features that:
    • Facilitate secure online appointment scheduling and telehealth consultations.
    • Enable patients to access their medical records and test results electronically.
    • Provide secure messaging for patient-doctor communication.
  • How: CSMs would assist healthcare providers with:
    • Configuring patient portals for secure data access and communication.
    • Integrating the platform with electronic health record (EHR) systems.
    • Training staff on using the platform for efficient patient communication.
  • What Ifs: Potential hurdles could include:
    • Limited patient access to technology or the internet.
    • Concerns around data privacy and security.
    • Resistance from some healthcare professionals to adopt new communication methods.
  • How to Measure: Success metrics could involve:
    • Increased patient portal logins and appointment scheduling through the platform.
    • Improved patient satisfaction scores regarding communication with providers.
    • Better health outcomes tied to increased patient engagement (e.g., medication adherence, preventive care utilization).

These are just two examples. By tailoring Use Case Enablement to address industry-specific challenges and opportunities, CSMs become trusted advisors who can guide customers towards achieving their unique goals. This industry-specific focus ensures Use Case Enablement remains relevant and impactful, ultimately driving superior customer success across diverse sectors.

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Picture of Manoranjan Ingudam

Manoranjan Ingudam

Co-Founder, ; 2X Founder, Passionate about Customer Led Growth | Technology Enthusiast | Customer Success Leader

What is AppEQ? 


AppEQ is a lightweight customer data activation plugin that brings customer data like product usage data/trends right at CSM’s fingertips , on their existing applications like Inbox/CRM /CSP /HelpDesk. We integrate data directly from product analytics like Pendo, Mixpanel, Amplitude and CRM like Salesforce, Hubspot etc. 

Our capability to bring this within your existing applications through our in-app widgets  leads to much higher adoption  and implementation time of 1 week or less

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