About Evan Klein

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So far Evan Klein has created 49 blog entries.
13 October, 2020

Fireside Chat: The importance of a positive onboarding experience

By |2020-10-14T09:03:15-07:00October 13th, 2020|Categories: Fireside Chat|

The first experience a new customer has with your company sets the stage for a successful relationship. Therefore, a smooth onboarding experience is critically important to not only ensure product adoption but accelerate time to value as well. Evan Klein, Founder and President of Satrix Solutions, sat down with Peter McCoy, co-founder of Baton, a [...]

31 August, 2020

Does your company genuinely embrace feedback driven change?

By |2020-09-01T06:25:02-07:00August 31st, 2020|Categories: Customer Experience|

“How are your clients using customer or employee insights to drive positive change?” When speaking with business leaders about engaging Satrix Solutions for a voice of the customer or voice of the employee program, I’m often asked a version of this question. I genuinely enjoy being asked, partially because we have so many great examples, [...]

14 July, 2020

Customer Feedback Can Be Dangerous – Here Are Two Examples

By |2020-07-14T14:53:17-07:00July 14th, 2020|Categories: Customer Experience|

“A Voice of the Customer (VoC) Program is essential for maximizing retention and growth.” This statement is widely accepted nowadays. There are any number of research firms, professional associations, software companies, and investors advising company executives to keep their finger on the pulse of customer sentiment. Without line of sight into the evolving needs of [...]

12 February, 2020

5 Considerations For Your B2B CX Program In 2020

By |2020-04-30T09:17:07-07:00February 12th, 2020|Categories: Customer Experience|

This article was originally published by Gainsight. Over the past few years, appreciation for B2B Customer Experience programs has grown stronger across board rooms thanks to business leaders who have successfully aligned their company’s marketing, sales, and customer success strategies around the needs and preferences of customers. While this shift in mindset is certainly paying [...]

26 August, 2019

Why VC Communities Should Include a Customer Experience Expert

By |2020-04-30T09:37:00-07:00August 26th, 2019|Categories: Customer Experience|Tags: , |

The number of Venture Capital firms shining a spotlight on customer experience with their own portfolio companies is on the rise. And given the recent conversations we’ve had with several Venture Capital (VC) and Private Equity (PE) firms, we know this trend isn’t going away anytime soon. More VC firms are embracing the “community” approach [...]

16 April, 2019

Can You Quantify the ROI for Your Sales Win Loss Program?

By |2020-04-30T09:51:58-07:00April 16th, 2019|Categories: Sales Effectiveness|Tags: |

In parts 1, 2 and 3 of this series on Sales Win Loss Programs, I focused on why collecting feedback after a sales pitch is so valuable, the different ways it can be gleaned, and best practices for conducting post-sale interviews. In this fourth and final installment, I will share what you should do with [...]

25 March, 2019

The Ideal Sales Win Loss Analysis Template

By |2020-04-30T09:55:37-07:00March 25th, 2019|Categories: Sales Effectiveness|Tags: |

In part 1, I shared the insights we believe every company should be striving to capture from the sales process. In part 2, I covered some of the most common methods companies use to acquire those insights, with our strong recommendation that every company implements a Sales Win Loss Program. In part 3 of our [...]

31 January, 2019

How to Obtain Valuable Insight from the Sales Process

By |2020-04-30T10:12:15-07:00January 31st, 2019|Categories: Sales Effectiveness|Tags: |

In part 1 of this blog series, we shared the wealth of knowledge we believe every company should be striving to capture from the sales process. I haven’t met a business leader who would pass up the opportunity to learn so much about how their company and offering is perceived versus their primary competitors. Today, [...]

14 January, 2019

Maximize the Learning Opportunities from Won or Lost Sales

By |2020-04-30T10:21:23-07:00January 14th, 2019|Categories: Sales Effectiveness|Tags: |

  I believe that most companies fail to capture powerful insights that should be acquired from the sales process. The opportunity is often squandered, largely because what’s learned after you win or lose a sale isn’t shared beyond a salesperson or the sales leader. Understandably, most sales teams are laser-focused on generating revenue by closing [...]

24 July, 2018

Fireside Chat: RESULTS.com Discusses the Modern Strategic Plan

By |2018-07-24T14:54:39-07:00July 24th, 2018|Categories: Customer Experience|Tags: |

RESULTS.com is a business management platform that has helped over ten thousand businesses execute their strategy. We sat down with Stephen Lynch, award-winning author of Business Execution for RESULTS and President of RESULTS.com to discuss how companies can streamline their business goals and successfully carry out their strategic plans. Evan Klein: Tell us about the [...]