To prove product value and build credibility with customers, customer success teams should be utilizing data-driven content. Data-driven content for customers is often delivered in the form of presentations or one-pagers, and it uses insights like account, usage, and ROI data to draw clear insights and recommendations. While data-driven content is extremely valuable for customer success teams, it can also be time consuming and resource draining — and that’s why it’s essential for CS teams to be able to scale the data-driven creation process.  

In this webinar, panelists from Asana, Hummingbird, and Zuora explained which types of data-driven content they create and the impact they’ve seen from sharing it with customers. They also explained how their own teams have scaled the data-driven creation process in order to strengthen customer relationships and make life easier for their CS, data, and insights teams. Watch the full webinar on demand below, or read on for a recap.

Key takeaways

Data is only as impactful as the value it reinforces

Our panelists explained that sharing data for the sake of sharing data isn’t effective — in order for it to resonate with customers, data must be presented with context and turned into a narrative with actionable insights. Panelists explained that they’ve seen the most impact from turning raw data into clear, compelling data-driven stories in the form of presentations or one-pagers to communicate value.

Feedback loops are essential

When scaling data-driven content, our panelists explained that feedback is an essential part of the process. Repeatable processes around data-driven content creation are helpful (such as templated presentations) — but the value narratives must first be tested and fine-tuned to make sure they not only resonate with your go-to-market teams, but also impact the value your customers see. By collecting feedback around data-driven content and making iterations, our panelists said they were able to more easily build a solid, scalable foundation.

Automate the creation of data-driven content 

There is a constant tug of war between scale and personalization. It’s clear that data-driven storytelling is valuable, but for teams that are doing this process manually, it can be challenging to scale as the company grows. Panelists explained how they’ve improved this process by using Matik to automatically query key data from various sources and turn it into designed presentations in just a matter of minutes. 

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Watch the full webinar here. 

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