Dean Colegate’s Post

Late last year, I had the opportunity to sit down with Dean Colegate to discuss my passions: customer success, adoption, and value. Our conversation was really enjoyable, and I hope you find it engaging too! #CustomerSuccess #Bestteam #Workday #Value Check out the full conversation here: [Link to the conversation]

Most CRMs are NOT built to sell professional services ❌ When you're selling SaaS products, you're selling seats, you're selling a high volume, low dollar, short sales cycle product. Professional services is exactly opposite of that. It takes a lot of pushing and pulling and tweaking and editing to get a product that was designed to sell SaaS products to serve your professional services firm. Listen to more in the latest episode, "Why CRMs Suck at Relationship Management" on these popular podcast platforms: 🍎 Apple: https://lnkd.in/emkxcsri 🟢 Spotify: https://lnkd.in/er6yiDMK 🎥 YouTube: https://lnkd.in/e3dNBFHS #professionalservices #businessdevelopment

So you spent a ton of time and money on that fancy CRM system... and it hasn't really done what you had hoped... welp, you're not alone! Even CRM systems that are "custom made for professional services firms" (I'm looking at you Deltek, Unanet/Cosential, BQE, etc.) have completely lost track of the RELATIONSHIP part. And don't get me started on the "gold standard" CRMs like Salesforce, Dynamics, and others. Want to really stay close to your important contacts? Try a PRM system (yep, Personal Relationship Management) like Dex, Clay, or Levitate. And there are others. Even Nimble CRM has a fantastic "Keep in Touch" tool that actually helps you stay in touch with important contacts. #CRM #professionalservices #sales #relationships

Are you ever unsure of the right cadence and method of engaging with your customers? It’s easy to think there is a ‘best practice’ methodology you should use and stick to come what may. My guest this week is Stephen O'Keefe (Senior Director of Customer Success at HubSpot ) who describes his decision to revert to simplicity and how it made significant improvements - not just for his key client metrics but also for his team as well. Spotify: https://lnkd.in/eJxb-Nag Apple: https://lnkd.in/eAfGDiKA The ‘Just One CS Thing’ Podcast: 10-15 minute bite sized chunks of CS advice that just might make a difference in your Customer Success function. #customersuccess  #B2BSaaS

It’s almost impossible to be unique today. Podcasts. Communities. Building media companies. Building in Public. Short-form video. Subject matter experts. All of it has already been done. BUT! It can become unique when you add your POV to it. #b2b #saas #differentation

This episode with Enzo Avigo from June.so is all about turning product data into revenue. So if you're a SaaS founder, PM, or anyone who's tired of guessing what users actually need—this one’s for you. 🧠 Swipe through the carousel to get the highlights! Treasure hunt for the full episode in the comments)! 🎥 🗺️ Your feedback means everything—let us know what you think of our new format and who you'd love to see next on the podcast! 🌟 #productdata #SaaS #userfeedback #B2B #ExcuseMySaaS

Feeling Overwhelmed by Fulfillment? You're Not Alone! This week on The Happy Clients Podcast, we explore leveraging offshore fulfilment teams with Manish Dudharejia, Founder and President of E2M Solutions. Discover how to: ⏳️ Free Up Your Time: Focus on high-impact tasks while your offshore team handles fulfilment. 📈 Scale Your Agency: Streamline operations and take on more clients without feeling the squeeze. 🌟 Boost Client Happiness: Deliver exceptional service with a reliable and efficient fulfilment system. Manish Dudharejia shares actionable strategies to ensure a smooth transition and maximize the benefits of an offshore team. Tune in now and learn how to scale your agency and win over your clients: https://lnkd.in/gr_msrs6 . . . . #agencylife #fulfillmentservices #offshoreteams #scaleagency #happyclients #CAMPodcast #TheHappyClientsPodcast #MarketingPodcast #ClientManagement #AccountManagement

Helping customers maximise the value they get from your platform is the core purpose of Customer Success. That said, it’s not always straightforward to define this value and the KPIs to measure it. In this week's 12 min Just One CS Podcast, my guest Emilie Dubau (VP of CS at Sana Commerce), explains how she and her team developed a systematic framework for doing this that was adopted by her whole business and helped their clients achieve great success. Spotify: https://lnkd.in/eETGCFRP Apple: https://lnkd.in/eFgTduGv The ‘Just One CS Thing’ Podcast: 10-15 minute bite sized chunks of CS advice that just might make a difference in your Customer Success function. #customersuccess  #B2BSaaS

How do you sell planning software to CFOs demanding 2-3x ROI? Sean Brophy, Head of Global Sales at Pigment, shares his strategy on the latest Metrics that Measure Up Podcast. We dive deep into anchoring value props to CFO objectives. A must-listen for B2B SaaS execs! Listen now at https://lnkd.in/erxAcYhA #CFOInsights #B2BSales

How do you sell planning software to CFOs demanding 2-3x ROI? Sean Brophy, Head of Global Sales at Pigment, shares his strategy on the latest Metrics that Measure Up Podcast. We dive deep into anchoring value props to CFO objectives. A must-listen for B2B SaaS execs! Listen now at https://lnkd.in/erxAcYhA #CFOInsights #B2BSales