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Customer Success for the Enterprise

An Interactive Lunch for Customer Success Leaders

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ABOUT

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DETAILS

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RSVP

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SPONSOR

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ABOUT THE PROGRAM
Customer Success for the Enterprise is an invitation-only lunch event that will bring together 25 Customer, Sales, and Marketing leaders from the finance, healthcare, insurance, and tech enterprises in the Bay Area who will convene over three simple goals:
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• Learn from like-minded individuals
• Network with other senior customer success leaders
• Enjoy a fine lunch

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The event format will feature an industry panel while attendees gather in round tables to maximize engagement.
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VIDEO HIGHLIGHT REEL
Please click to view a 40 second video that demonstrates the attendee experience:

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ABOUT THE CONTENT
Recurring revenue models are rapidly growing, and contract lengths are getting increasingly shorter. Leading finance, healthcare, insurance, and tech enterprises recognize their Customer Success (Post Sales Operations) function is as important as the sales organization, given the majority of revenue is realized long after the initial sell. It has been proven time and time again that the successful enterprises are the ones who are able to both expand and retain their existing customer base. Artificial Intelligence (AI) is innovating and disrupting how service is delivered while providing a trove of new customer data and opportunities for actionable insights.

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We will focus on sharing best practices and lessons learned on these topics:
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• Monitoring, measuring and managing customer health along the journey.[push h=10]
• How the best Customer Success, Sales, and Marketing teams deliver value resulting in usage growth.[push h=10]
• How to harness data science and machine learning technology to predict and understand the customer’s next move and prevent issues before they arise.[push h=10]
• Turning data into action to maximize the sales cycle and customer experience.[push h=10]
• How to create a collaborative culture and partnership between Customer Success, Sales, and Marketing teams.[push h=10]
• Using predictive analytics to prevent issues before they arise.[push h=10]

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FEATURED PHOTOS FROM THIS EVENT

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PANEL PARTICIPANTS
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MODERATOR

Jamie Bertasi
Chief Operations Officer & Chief Customer Officer
Totango

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PANELIST

Marilee Bear Rhodes
Area Vice President, Sales & Customer Success
Akamai Technologies

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PANELIST

Amit Ronen
Senior VP, Customer Success
Wind River Systems

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PANELIST

Alberto Rodrigues
VP, Customer Success
Symantec (Skycure)

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PANELIST

Yugandhar Reddy
Senior Director, Customer Engineering
NetApp

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PANELIST

Guy Nirpaz
CEO & Founder
Totango

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PANELIST

Jon Fotheringham
Director, Customer Experience Operations
Workfront

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If you have received an invitation and would like to RSVP, or if you would like additional information and to be considered for participation, please email Melanie Chalupa at melanie.chalupa@bdionline.com. While there is no cost to participate, we require registrants to show up and actively contribute to the conversation.
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DATE
Tuesday, November 6th, 2018
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TIME
12:00 pm – 2:00 PM
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LOCATION
The Sea by Alexander’s
4269 El Camino Real Palo Alto, CA 94306

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ATTENDEE PROFILE
25 customer, sales, and marketing leaders from tech, insurance, healthcare, and finance companies in the Bay Area.
[button id=”” style=”border” class=”” align=”left” link=”mailto:melanie.chalupa@bdionline.com?subject=RSVP for the 11/06 Customer Success Lunch in Palo Alto” linkTarget=”_self” bgColor=”accent7″ hover_color=”accent5″ font=”22″ icon=”” icon_placement=”left” icon_color=””]RSVP NOW[/button]

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EVENT AGENDA:

12:00 PM – 12:30 PM	Registration and Networking
12:30 PM – 1:15 PM	Industry Panel & Lunch
1:15 PM – 1:30 PM	Q&A Session
1:30 PM – 2:00 PM	Roundtable Discussion

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SPONSOR

Totango is a customer success platform that helps recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer health changes, and driving proactive engagements. Leading companies use Totango to reduce churn, grow predictable revenue, and maximize customer value over time. Learn more at www.totango.com.

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ORGANIZER

Business Development Institute (BDI), founded in New York City in 2001, is a strategic B2B event marketing agency that specializes in helping enterprise technology and services companies by producing custom, invitation-only, roadshow events that result in new revenue and thought leadership branding. Accelerate Events are BDI’s exclusive demand generation programs that fill our customer’s sales pipelines with qualified leads while curating unique thought leadership content.

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FEATURED PHOTOS FROM THIS EVENT

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