are then managed by field sales. This new GTM
approach speeds time to market, raises customer
satisfaction, and lowers cost.
Getting this model to work is not straightforward.
In addition to developing systems and processes
where information flows as effectively as possible,
some of the sales leaders we spoke to hold regular
cross-channel meetings where managers are
allowed to rebalance budgets, adjust channel
strategies, allocate customers, and improve how
channels reinforce each other. They define when
and how to engage, and ensure internal resources
are aligned so that customers can move seamlessly
from one channel to another. This goes beyond just
sales and includes all roles that have any meaningful
customer interaction, such as customer success,
customer service, and implementation.
Customers also like self-service channels—
downloadable demos, virtual webinars, digital
marketplaces, video libraries, and online
communities all help to equip B2B customers with
the content they need when and where they want it.
According to a recent McKinsey survey, B2B buyers
now spend a third of their time engaging with self-
serve content across all stages of the buying journey,
Customer success: Focus on business outcomes, and sales will follow
team created dashboards based on usage data that
flowed back from installed products. These showed
customers how they were using the products, made
suggestions for improvements to support intended
outcomes, and recommended additional products.
This data also helped the company identify
customers at risk of churn and enabled it to act
to mitigate this risk, by tweaking the service or
investing more time with customers to help them
understand how the product could be used better.
This approach is not limited to tech companies:
financial-services companies, manufacturers, and
professional-services players can all benefit from
the customer-success model. One large financial-
services company built a customer-success
team as part of a much larger customer-focused
transformation by empowering people to drive
success outcomes such as usage, adoption, and
retention—critical business objectives for the
organization. It created small, agile, cross-functional
teams to understand customers’ underlying needs,
answer their questions without many internal
conversations, and ultimately ensure that the
financial products customers were buying enabled
them to hit their strategic goals.
More companies are realizing the power of a
customer-success team and that selling a product
and offering support create a deeper customer
relationship. For example, a leading technology-
services company had a new set of products ready
to launch, though revenue was in structural decline.
It invested heavily in building a customer-success
unit alongside its traditional sales channels—to
understand how consumers were using existing
products, assess whether they could use them more
effectively, and ensure that the new product range
was being deployed to deliver maximum value.
The company took hundreds of its transactional-
service people and moved them into customer
success. These people undertook quarterly success
reviews to understand how the products helped
customers, which then had a meaningful impact on
both new sales and retention. In this way, customer-
success qualified leads became as important
as the more traditional qualified leads, as the
company realized the power that non-commercial
conversations could have in driving commercial
potential.
For smaller customers, where such intense
coverage was not practical, the customer-success
6
McKinsey & Company Global B2B Pulse, Aug 2020, n=3,626; Feb 2021, n=3,496; Dec 2021, n=3,360. Countries: Brazil, Chile, China, France,
Germany, India, Italy, Japan, South Korea, Spain, UK, US.
18 Future of B2B sales: The big reframe