success showcase: how tanium built a high-touch …...why customer success? tam sales activity /...

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©2018 Gainsight. All Rights Reserved. Success Showcase: How Tanium Built a High-Touch CS Model to Complement a Unique Team & Technology Issara Srun Director, Customer Success Adrian Beck Senior Director, Customer Success ©2018 Gainsight. All Rights Reserved.

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Page 1: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

Success Showcase: How Tanium Built a High-Touch CS Model to Complement a Unique Team & Technology

Issara SrunDirector, Customer

Success

Adrian BeckSenior Director,

Customer Success

©2018 Gainsight. All Rights Reserved.

Page 2: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

• Security and Ops Resilience• 1 server. Millions of endpoints• 650 employees. 400+ customers• On-premises + subscription • CS launched in Sept, 2017• 10 CSMs in wider TAM team of 250

Page 3: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

Agenda

• Context: Why Customer Success at Tanium?

• Challenges: What obstacles did we need to overcome?

• Solution: Design, Test, Build Customer Success at Tanium

• Impact: KPIs, Qualitative, and Cross-Functional Impact

• Q&A

Page 4: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

Why Customer Success?

TAMSales

Activity / Attention on Customer

Lead Sales Deployment In Service Advocacy

Full

Proactive

Reactive

POC

“the account is in support mode…”“we’re only used in a couple of niche use cases…”“we have our weekly call. That’s about it….”“we manage the account on Slack…”

• No Pro Services• No hidden fees• No hand offs• No hierarchy• No bureaucracy

Page 5: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.©2018 Gainsight. All Rights Reserved.

Our Challenges

Page 6: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

Revenue Growth

80%Customer Retention

100%Net Retention

150%

Page 7: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.©2018 Gainsight. All Rights Reserved.

Are We Confident That Customer ‘X’ Is Going To

Renew?

Page 8: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

1. Fully deployed?2. Receiving value from us?3. Engaged at the right levels?

Is the customer…

Page 9: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

TAM Skill AreasPre-Sales

Implementation

Customer Support

QA

Page 10: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

CSM Skill Areas

Consulting

Project Mgmt

Service Mgmt

CSM

Page 11: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

TAMSales

Lead Sales Deployment In Service Advocacy

Full

ProactivePOC

Reactive

The observed gapActivity / Attention on Customer

Page 12: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

CSM solution

TAMSales

Activity / Attention on Customer

Lead Sales Deployment In Service Advocacy

Full

POC

CSM / CSM Enablement

Skills: Consultative, Operational, Programmatic

Focus: Consumption, Value, Retention, Process

Proactive

Reactive

Page 13: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.©2018 Gainsight. All Rights Reserved.

Our Solution

Page 14: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.©2018 Gainsight. All Rights Reserved.

No segmentation

Every customer is High Touch

Segment the role, not the customer

High Touch CSM

Low Touch CSM

Advisory CSM

Breadth of Customer Success

Page 15: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.©2018 Gainsight. All Rights Reserved.

Page 16: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

Health Scorecard

Page 17: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.©2018 Gainsight. All Rights Reserved.

Page 18: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

Example: Account Reporting > DSRs and CADs

Page 19: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

Example: Account Reporting > DSRs and CADs

Page 20: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

Example: Account Reporting > DSRs and CADs

Page 21: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.©2018 Gainsight. All Rights Reserved.

Our Impact

Page 22: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

"Having Tanium’s CSM really understand the business has resulted in many ideas not only being conceived but being delivered”

CISO – Top UK Bank

"It really takes 3 roles to deliver customer success (AM/CSM/TAM). We LOVE the CSM model…how do we get it across all of our other accounts?!?!"

Tanium Sales for Fortune 20 Customer

In other words…

Page 23: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

What Now?• Hiring and scaling unicorns• Refine Low Touch and Advisory models• Instilling CS mojo!• Refine metrics • Refine customer journey • Push the boundaries in the field

Page 24: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.

Key Learnings & Take Aways

• Design, test and deploy

• Align with your culture

• Apply what is appropriate. Fill in the gaps

Page 25: Success Showcase: How Tanium Built a High-Touch …...Why Customer Success? TAM Sales Activity / Attention on Customer Lead Sales Deployment In Service Advocacy Full Proactive Reactive

©2018 Gainsight. All Rights Reserved.©2018 Gainsight. All Rights Reserved.

Q&A