Kategoriak: All - feedback - journey - data - onboarding

arabera Chris Ortolano 2 years ago

109

Onbo Qi - Troops

A notable approach at Zapier involved creating a seamless feedback loop between customer support and sales-assist teams. This process aimed to naturally transition users from support to sales without making them feel pressured.

Onbo Qi - Troops

KP / SV 1 - Qi Under

Step 1 - Understand the customer journey


Before jumping to a solution, Steeve wanted to gather more data and talk to customers who were experiencing friction.


He became Zapier’s first sales rep, a role Steeve held for about six months. His first objective was to learn as much as possible about the upmarket customer’s buying process:



He discovered things that might seem intuitive for traditionally sales-focused companies.


Some folks had to go through several layers of approval and struggled to navigate that on their own. Others were hesitant to put $7,000+ on a credit card and wanted a different billing mechanism. And some just wanted to talk to someone at Zapier to make sure they would be supported through implementation and beyond.

Adoption

Friction

KP / SV 3 - Qi Motion

One counterintuitive winning motion at Zapier came from creating a feedback loop between customer support (called Customer Champions) and sales-assist.


With support being on the frontlines interacting with thousands of users, Zapier looked for ways to pass relevant accounts from support to sales-assist. That needed to happen in a natural way; Zapier didn’t want users to feel artificially pressured or upsold.


The company now generates a steady stream of Support Qualified Leads eager to talk to sales.

Qi

S / Assist

Support

KP / SV 2 - Qi Team

In the initial stages of testing sales-assist, Steeve made the decision to compensate everyone on a 100% base structure. That way team members wouldn’t have to worry about variable commissions and could instead prioritize setting a strong foundation. He wanted to encourage feedback loops with product, marketing, billing and legal as well as documenting winning motions that made sense for the team. Individuals are rewarded based on team success, measured on a quarterly basis, rather than their own quota retirement.

Loops

Team

Onbo Qi Data

How

Why

Focus
Filter
Segment

What

Onbo Qi North Star

How Much

When

Who

Onbo Qi Analytics

SentiSum

Quala.io

Grain.co

Qi for Product/Sales-Assist

3. Team Adoption

Team Outcomes
Team Usage
Health Score

2. Team Value

TT Team Value
Team Users
Power Users
Admin Users
Consult and Enable
1:1 Deep Dives
1:Few Demos
1:Many Training
Translate to Motivate
Confirm Understanding
Restate with Details
Ask for Clarification

1. Qi Data

Automation
Triggers
Alerts
Intent Support
Idea Clusters
Hot Topics
Intent Surveys
SEQ Survey

Show different questions based on previous answers using "if this, then that" rules.

Analyze responses in aggregate, or dive into individual users' responses.

Build in-app surveys with contextual questions.

Sign Up
Intent Sequencing
Account Based
Event Based
Time Based
Prod Adoption
Workspace
Design

Import

Prod Onboarding
Exploration

Documentation

Orientation

Tours, Modals, Tips

Single User

Former Users
Former Use Case
Current Users
Primary Use Case

Semi Auto - H2H

Automated

New Users
New Use Case

Sales Assist

Self-Guided

Qi Context

Topic 3
Topic 2
Topic 1
Keywords 3
Keywords 2
Keywords 1

PG Specialist

Feedback Loops

Educate

Translate

Onbo Qi - Troops

Qi Data

Analysis
Clusters
Keywords
Topics
Structure
Response Types
Inquiry
Context
Delviery
Email
Chat/Support
Surveys

Onboarding

Activation
Habit
AHA
Setup
Onboard
Tips
Tour
SignUp
Survey
Form
CTA
Website
Insight
Product
Content

Products

Troops Grid
Cross Functional
Multi-object
In-line
Deal Rooms
Outcomes
Collaboration
Awareness
Troops Command
Edit
Search
Troops Signals
Workflows
Reports
Signals

Users

Power User
CL 1.1.3
CL 1.1.2
CL 1.1.1
Team User
C 1.2.3
C 1.2.2
C 1.2.1
Admin User
C 1.3.3
C 1.3.2
C 1.3.1
Buyer User
C 1.4.3
C 1.4.2
C 1.4.1