About Evan Klein

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So far Evan Klein has created 44 blog entries.
16 April, 2019

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

By |2019-04-23T14:55:13-07:00April 16th, 2019|Categories: Sales Effectiveness|

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 |2019-04-23T14:57:58-07:00March 25th, 2019|Categories: Sales Effectiveness|

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 |2019-04-23T14:59:49-07:00January 31st, 2019|Categories: Sales Effectiveness|

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 |2019-04-23T15:01:52-07:00January 14th, 2019|Categories: Sales Effectiveness|

  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 [...]

2 April, 2018

Fireside Chat: Natero Shares Tips for Customer Success

By |2018-04-03T10:00:43-07:00April 2nd, 2018|Categories: Customer Experience|Tags: , |

Natero helps Customer Success Managers reduce churn, increase expansion, and manage more accounts. We sat down with CEO, Craig Soules, to get his thoughts on how Customer Success Managers can deliver real value. Read our interview: Evan Klein: How has the Customer Success industry changed since Natero was first founded in 2012? Craig Soules: The [...]

26 March, 2018

Fireside Chat: Command Alkon on Creating a Customer-Centric Culture

By |2018-03-27T09:37:40-07:00March 26th, 2018|Categories: Customer Experience|Tags: |

For Command Alkon, gathering customer feedback on the direction of the company and its efforts for delivering an A+ customer experience is a top priority. To keep the focus on customers, the company partnered with Satrix Solutions to manage its Voice of the Customer (VoC) program. Here's our interview with Leo Marthe, Director of Customer Success, [...]

4 January, 2018

The Inexpensive Survey Tool – Good or Bad for Corporate Research?

By |2018-03-21T15:23:35-07:00January 4th, 2018|Categories: Customer Experience|

When SurveyMonkey was founded in 1999 its availability ushered in a new chapter in customer research. No longer were companies solely reliant on expensive research firms to field customer satisfaction or market research surveys. Naturally, the DIYer fell in love with the tool since it was free and relatively easy to use. Within just a [...]

3 October, 2017

The Underappreciated Cost of Customer Escalations

By |2018-03-21T15:28:26-07:00October 3rd, 2017|Categories: Customer Churn|

Prior to founding Satrix Solutions, I was responsible for the professional services division of a prominent financial technology firm that served nearly 1,000 customers. During my tenure, I had hoped to concentrate primarily on developing our people, growing the business, creating value for our customers, and improving the customer experience. Instead, I found myself spending [...]

23 August, 2017

Fireside Chat: Parchment Drives Retention and Growth with Net Promoter System

By |2018-03-26T14:06:43-07:00August 23rd, 2017|Categories: Net Promoter Score|Tags: |

  Parchment is a digital credential service that serves over 9,000 organizations who use their platform to exchange transcripts and other credentials globally. The company’s customer-centric vision led them to adopt the Net Promoter® System as one of several methods to measure the customer experience. We sat down with Kevin Martin, Parchment’s Senior Director of [...]