How To Speak CFO

Real-World Tips for Communicating the ROI of CS the Budget Hawks of Your Business

In a dynamic business landscape where change prevails and customer loyalty is paramount, B2B SaaS companies are revolutionizing their approach with Digital Customer Success. Yet, the challenge lies in navigating this transformation under the watchful eye of your Chief Financial Officer (CFO), who scrutinizes budgets and prioritizes savings.

For Customer Success (CS) teams, it’s a pivotal moment to debunk the myth that CS is merely a cost center rather than a revenue generator. The good news? A new narrative focuses on revenue. To succeed, embrace the CFO’s language, present data-driven narratives, and foster collaboration.

This ebook reveals essential “language lessons” to bridge the gap between your CS team and CFO:

• Learn Your ABCs (aka KPIs)
• Become BFFs with Your CFO
• Show and Tell (Your ROI)
• Be Ready for Pushback

Master these lessons to effectively communicate your value, especially to your CFO. Download the ebook now to unlock the secrets of speaking CFO fluently and proving the ROI of Customer Success.