What Innovative Use of Technology landed Yair the CS Excellence Award in 2022

CSM Practice - The Customer Success Podcast

Discover valuable insights and strategies to enhance your Customer Success journey in this power-packed podcast episode! If you're a Customer Success professional tasked with upgrading customers to newer technology versions and seeking a more efficient and scalable approach, this episode is tailor-made for you.
Join Yair Bortinger, the recipient of the prestigious 2022 CS Excellence Awards for Best Use of Technology, as he takes us through his remarkable journey of upgrading hundreds of unmanned accounts in less than three weeks, single-handedly!
During this episode, Yair will delve into the following key points:

• The urgent challenges he encountered and resolved throughout the process.
• The transformative impact of leveraging technology across the entire company.
• The step-by-step process he implemented to upgrade numerous customers without requiring an extensive CSM team.
• Proven tips for ensuring a high level of digital customer engagement during software version upgrades.
• The pivotal role played by a customer portal in this initiative, along with a comprehensive tool demonstration showcasing the configuration of the tech stack.

If you're eager to learn from an industry expert and optimize your customer technology upgrades, don't miss this enlightening podcast episode with Yair Bortinger!
Watch the full video on YouTube: https://youtu.be/4pwj634-qu0
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Additional Resources:
🎥 Video: How to Ensure Success and Avoid Churns Through USER ADOPTION
https://bit.ly/3OpMnqs
🎥 Video: How to Increase Product Adoption with Email Campaigns
https://bit.ly/3nA9Tpp
🎥 Video: How to Leverage Usage Data to Improve Product Adoption
https://bit.ly/3benOyw

🎥 Video: Customer Success SOFTWARE IMPLEMENTATION Best Practices
https://bit.ly/3Gc1Vex
📑 Blog: How to Implement Customer Success Software
https://bit.ly/3yf9WMk
📑 Read: How to get your Customer Success Tech Stack in Order
https://bit.ly/3yFqkXX
⏬ Download: Technology Stack for Customer Success
https://bit.ly/3Imn1s

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Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:
1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here
2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here
3. Build Your CS Strategy — If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here
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Kapitler

1. Intro (00:00:00)

2. Background (00:01:58)

3. Motivations (00:04:08)

4. Technology (00:05:15)

5. Email Campaigns (00:08:13)

6. Hub Benefits (00:13:00)

7. New Role (00:14:48)

8. Guidelines (00:17:20)

9. Customer Feedback (00:20:15)

10. Upgrade percentage (00:24:20)

11. New version (00:26:03)