How To Save Time And Get Your Job Done Faster

Customer success is a demanding field.

According to a recent study by Vitally, 72% of CS professionals report experiencing burnout.

Here are the best tips to save time and stay sane in Customer Success:

Automate The Repetitive

A McKinsey report found that 45% of paid activities can be automated using current technologies.

Here's how:

1. Create a robust knowledge base with videos, linked to chat and ticketing systems:

   • Zendesk Guide

   • Confluence

   • HelpScout

   • Notion

2. Use tools to automate reports:

   • Rollstack

   • Tableau

   • Power BI

   • Google Data Studio

3. Set up integrations between apps to avoid manual data entry:

   • Zapier

   • Integromat (now Make)

   • Tray.io

   • Workato

4. Use software for customized email outreach:

   • Microsoft Power Automate

   • Mailchimp

   • HubSpot

   • ActiveCampaign

5. Set up robotic process automation (RPA) for routine data processing and administrative tasks:

   • UiPath

   • Automation Anywhere

   • Blue Prism

   • Microsoft Power Automate Desktop

6. Use workflow automation software to boost approval processes and task handoffs:

   • Kissflow

   • Process Street

   • Nintex

   • Pipefy

7. Set up automated data extraction from documents using optical character recognition (OCR) technology:

   • ABBYY FineReader

   • Adobe Acrobat Pro DC

   • Docparser

   • Rossum

8. Create automated dashboards and reports to remove manual data compilation:

   • Databox

   • Geckoboard

   • Klipfolio

   • Domo

9. Use chatbots or virtual assistants to handle common customer inquiries:

   • Intercom

   • Drift

   • MobileMonkey

   • ManyChat

10. Setup automated scheduling tools for meetings and appointments:

    • Calendly

    • Acuity Scheduling

    • Doodle

    • YouCanBook .me

These tools can improve your processes and save you a massive amount of time.

For more on leveraging automation in CS, check out my guide on AI-powered customer success.

Use AI and Tech Tools

These can be huge time-savers too.

A Gartner study predicts that by 2025, 50% of customer service functions will integrate AI technology.

• Fathom: One of the best AI notetakers out there

• Gong: Records calls and generates notes, allowing you to focus on the conversation

• Scribe: Creates how-to guides to avoid repeating explanations

• Loom: For making quick video walkthroughs

• ChatGPT: To generate email templates and learn new topics quickly

"The right tech stack can be a game-changer for CS teams," says Emily Chen, CS Operations Manager at SaaS Solutions.

Explore more AI tools for productivity to boost your CS workflow.

The key to staying sane in customer success is finding what works best for you.

Every little bit helps when it comes to saving time and keeping your cool in this challenging field.

If you're new to CS or looking to advance your career, my ultimate guide for customer success managers is a great resource.

Save Time And Make Your Job Easier

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• 150 pages of actionable, expert-curated content

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• Best practices for every stage of the customer journey

"Having ready-to-use templates can save CS professionals up to 10 hours per week," according to a survey by CS Insider.

Stop wasting time creating documents from scratch.

I built it as an all-in-one resource you can bookmark and add to your favorites!

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Part 2/2: Exclusive Insights for Customer Success Time Management

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• The Team Building Checklist for CS Leaders

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• Mindfulness and stress management tips for CS professionals

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"Hakan’s premium content has really helped my work. The tips and tools he’s sharing have made my job so much easier and I'm getting better results than ever before. It's a bargain for the money for anyone who wants to get better at CS." - Steve, Global CS Director.

Don't just manage your time—master it.

Here are the advanced strategies that will set you apart and get you ahead in Customer Success: