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Preetam Jinka and Arun Balakrishnan, co-founders of FunnelStory, join the podcast to discuss how we’re just scratching the surface with AI and machine learning. They chat with Alex about how FunnelStory is revolutionizing customer success strategies, enabling teams to predict churn, optimize user engagement, and drive revenue growth through data-driven insights.

Additionally, Arun & Preetam share their own insights on A.I. and how Product teams best work with Customer Success.

Chapters:
04:35 - Arun's background in cybersecurity and product managemen
05:25 - How Preetam got started in AI and data engineering
14:00 - The difference between AI and machine learning
18:10 - Some practical applications of AI in customer success
21:14 - An overview of the FunnelStory platform
24:26 - Predictive and prescriptive elements
27:46 - Product telemetry and customer insights
30:26 - Collaboration between product and customer success teams
33:11 - Innovative uses of predictive analytics in customer engagement
38:19 - Discovering hidden metrics through data analysis
39:16 - Leveraging AI and ML for pattern recognition in CS

Enjoy! I know I sure did...

Preetam's LinkedIn: https://www.linkedin.com/in/preetamjinka/
Arun's LinkedIn: https://www.linkedin.com/in/balakrishnanarun/
FunnelStory: https://funnelstory.ai/

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This episode was edited by Lifetime Value Media, a media production company founded by my good friend and fellow CS veteran Dillon Young. Lifetime Value aims to serve the audio/video content production and editing needs of CS and Post-Sales professionals. Lifetime Value is offering select services at a deeply discounted rate for a limited time. Navigate to lifetimevaluemedia.com to learn more.

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Support the Show.

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Like/Subscribe/Review:
If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review.

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

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Jay Nathan is the co-founder of GrowthCurve.io, Chief Customer Officer at Churnkey, and one of the most respected voices in the customer success community. He joins Alex as they explore Jay’s early career as a software engineer, the integration of AI with other digital tools, and navigating the economic landscape of SaaS.

Chapters:

• 00:02:28 - Introducing Jay Nathan
• 00:04:44 - A background in software engineering & web development
• 00:08:52 - Institutionalizing customer centricity
• 00:11:05 - Creating a great culture for employees
• 00:13:19 - Customer success and organizational capability
• 00:15:22 - Validating usability through customer interviews
• 00:17:26 - The ABCAI methodology
• 00:19:34 - Driving outcomes with digital
• 00:21:43 - AI in the customer success world
• 00:23:49 - Tailoring technologies for different team structures
• 00:25:54 - The changing economics of SaaS
• 00:30:13 - Human-to-human connections
• 00:32:32 - Managing the customer life cycle
• 00:34:37 - The intersection of company culture and ROI
• 00:36:40 - Automating the business development function
• 00:38:41 - Engaging with customers using marketing tricks

00:40:40 - Shout outs

Enjoy! I know I sure did...

20% off of the Cover Your SaaS course: https://growthcurve.io/products/coveryoursaas?promo=dcs

Jay's LinkedIn: https://www.linkedin.com/in/jaynathan/

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This episode was edited by Lifetime Value Media, a media production company founded by my good friend and fellow CS veteran Dillon Young. Lifetime Value aims to serve the audio/video content production and editing needs of CS and Post-Sales professionals. Lifetime Value is offering select services at a deeply discounted rate for a limited time. Navigate to lifetimevaluemedia.com to learn more.

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Listen on: Apple Podcasts Spotify

Support the Show.

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review.

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Send us a Text Message.

In this, my second solo episode - I wanted to spend some time trying to demystify Generative AI for CSMs and CS leaders alike. According to statistics, only 25% of CS workers utilize AI in the workplace on a regular basis, which I think is WAY too low - especially considering how stretched thin most CSMs really are.

So - in this episode, we focus on proper prompting, a few tools that exist out there and a plethora of use-cases for you to dig into:

0:00:00 - Introduction
0:03:55 - Topic introduction. Why GenAI for CSMs
0:08:42 - Why prompting is a fundamental skill to have
0:09:36 - Using the RISEN framework for prompting
0:11:31 - Taking care with proprietary and sensitive information when using Gen AI
0:19:58 - Why it’s a bad idea to just copy and send, without proofreading and personalizing
0:23:01 - Utilizing ChatGPTs memory feature to prevent having to copy/paste your prompts
0:23:55 - Teaching ChatGPT on my tone of voice
0:26:19 - Chaining prompts
0:27:55 - Integrating this into your daily workflow
0:30:21 - ChatGPT vs. Perplexity vs. Google
0:32:42 - Perplexity research use cases for CSMs
0:36:30 - The proliferation of new tools
0:37:19 - AgentCopilot & HeyGen create personalized video for your contacts at scale
0:39:45 - Ariglad analyzes support tickets to create and update knowledge base articles
0:40:48 - Malik automates the creation of decks using your data and insights
0:41:55 - Outro

One link discussed in the show is the DCS Tech Stack on the website: https://digitalcustomersuccess.com/tech-stack/

Enjoy!

Support the Show.

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review.

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic