🚀 Big News: ClientSuccess Acquires Product Signals to Transform Product Feedback into Actionable Insights
Learn More
ClientSuccess
Blog

Customer Success as a Culture — How LevelEleven Aligns Customer Success

LevelEleven's VP of Sales shares how an ideal customer profile, SLAs, and a buyer-focused approach keep sales and customer success aligned around clients.

Customer Success as a Culture — How LevelEleven Aligns Customer Success

TL;DR

  • Jeff Dolan, VP of Sales at LevelEleven, ties customer success to sales by focusing on bringing on the right customers — defined by a shared ideal customer profile — not just new ones.
  • LevelEleven keeps sales and customer success aligned with a formal service level agreement (SLA) signed by both teams and by looping in CS before the sales cycle ends.
  • Dolan notes that more than five people influence the average B2B sale, so sales leaders should make each buyer a hero with a distinct strategy.

To succeed with customer success at your organization, it takes alignment and collaboration with Sales. We interviewed and asked 7 industry leading sales executives their advice on how they put customers first throughout the sales process at their particular companies. Today we’ll highlight Jeff Dolan, VP of Sales at LevelEleven. In this post, we’ll briefly explore his approach to customer success alignment as it relates to his sales team.

Download a complimentary copy of the ebook “Customer Success as a Culture: Sales Leaders Edition” to see Jeff’s full contribution and get access to other sales executive viewpoints. Missed last week’s edition? Check it out here.

‍

About LevelEleven

Modern sales leaders, meet your Sales Activity Management platform. Based in Detroit, Michigan, sales teams use LevelEleven’s platform to transform their teams into data-driven sales machines.** **

‍

Identifying the Ideal Customer Profile is Crucial

As VP of Sales, Jeff ensures customer success by understanding how the LevelEleven product is being used and what his customers are focused on, as well as keeping a pulse on key customers and use cases. Jeff’s sales team is not only responsible for bringing on new customers, but bringing on the RIGHT customers. Jeff commented, “We have worked hard as a team to identify the ideal customer profile and that is a focus for marketing, the sales development group, the account executives, and of course, our customer success team. Sales specifically works hard to keep the customer success team in the loop when nearing the end of the sales cycle so there are no surprises. In addition, we have a formal service level agreement (SLA) that is in place and signed by the entire sales and customer success team to ensure we stay aligned beyond that as well.”

‍

Modern Sales is About the Buyer - Not the Seller

Modern sales is now increasingly focused on the buyer, not the seller. LevelEleven views the customer in the same light and they keep the customer at the forefront, across the entire company. Through the product development process, Jeff and his team listen to customers to understand what is happening in the market, and what the customer needs and wants. “We then work to build a prototype, and then get feedback from additional customers,” explained Jeff. “Our product development roadmap is heavily influenced by customers. We supplement that with our own experience, insight, and thought leadership.”

‍

**Marketing and Sales Alignment - Build Thought Leadership **

In addition, the LevelEleven sales and marketing teams stay very close to the customer. The marketing team enhances their messaging from customer success insight and inputs. Learning from our customers on a regular basis is important as we build a new category, and relevant messaging is critical to drive thought leadership around our brand and products."

‍**
**

Advice to Sales Leaders

2016 is sure to bring with it many focus areas for sales leaders, but Jeff’s advice to his peers is this: “Understand the buyer matrix for your product or service. Who is involved, and what do they influence? On average, there are more than 5 people influencing every B2B sale, so it is important to understand that making 5 different buyers a hero requires 5 different strategies. I would recommend leveraging your internal resources to help. For example, LevelEleven often engages our CEO to interact directly with our prospects at executive levels, I (as VP of Sales) will personally introduce myself to the VP-level buyer, our CTO will reach out to technology evaluators while the AE works with the day-to-day contact. Our team has gotten a very positive response from this type of relationship-driven approach.”

Read Jeff’s full contribution to the ebook entitled, “Customer Success as a Culture: Sales Leaders Edition” and learn from 6 other sales executives like Jeff.

‍

Download the full “Customer Success as a Culture” ebook collection:

Customer Success as a Culture: Product Leaders Edition

Customer Success as a Culture: Marketing Leaders Edition

‍

Learn more about how ClientSuccess can help your company develop a strong customer success methodology and strategy with easy-to-use customer success software by requesting a 30-minute demo.

‍

Frequently Asked Questions

How do sales and customer success teams stay aligned?
By agreeing on an ideal customer profile so sales brings on the right customers, and by formalizing the handoff. At LevelEleven, a service level agreement (SLA) signed by the entire sales and customer success team keeps both groups aligned, and sales loops CS in before the sales cycle ends so there are no surprises.
Why is the ideal customer profile important for customer success?
Because bringing on the right customers — not just new ones — is what makes them retainable. LevelEleven's sales team treats the ideal customer profile as a shared focus across marketing, sales development, account executives, and customer success.
How many people influence a typical B2B purchase?
On average, more than five people influence every B2B sale, according to LevelEleven's VP of Sales. Making each of those buyers a hero requires a different strategy for each, often by engaging matching roles from your own company.
Built for real CS teams

See how ClientSuccess scales the playbook you've built.

Walk through it with a CS-led demo and see how it'd fit your team.