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Bowery Capital > Podcasts  > BC Startup Sales Podcast – Cohort Analysis for Customer Success with Allison Metcalfe (LiveRamp)
BC Podcast - Cohort Analysis

BC Startup Sales Podcast – Cohort Analysis for Customer Success with Allison Metcalfe (LiveRamp)

This week, the Bowery Capital team hosted Allison Metcalfe, VP of Customer Success at LiveRamp, to discuss “Cohort Analysis for Customer Success.” LiveRamp is a marketing data company that unifies customer data across disparate sources. Large brands use LiveRamp’s identify resolution capabilities to drive true omnichannel marketing at new levels of accuracy and efficacy. At LiveRamp, as well as in previous roles, Allison has explored the full spectrum of analyses a customer success leader can use to track the health of a customer base to increase retention, upsells, referrals, and healthy customer-product engagement overall. Today, she joins us to discuss the importance of cohort analysis as it applies to the customer success function. Listen here, learn more below, and make sure to subscribe for a new episode every Friday!

 

 

BC Podcast - Cohort Analysis

Cohort analysis is a quantitative exercise that companies can use to understand how metrics trends differ between various comparable groupings. It can be used across various functions within an organization, such as sales and finance. Sales analysts, for example, commonly use a form of cohort analysis to measure close rates (or other conversion rates through the sales funnel) and sales cycles (time-to-close). By breaking up deals into groups or “cohorts” consisting of the opportunities created in a particular month, we can see how the effectiveness of our sales team is changing over time. Cohort analysis is equally critical for customer success: not only for proper measurement of churn, but also for other customer health metrics. We’ll learn how Allison has used cohort analysis and similar exercise to optimize CS performance at LiveRamp, and how any startup stakeholder can do the same.

Allison Metcalfe is the VP of Customer Success at LiveRamp, where she has worked over over 3 years. LiveRamp is based in San Francisco and employs over 300 FTEs. The company is a subsidiary of Acxiom, which acquired the business in 2014 for a reported $310MM. Prior to that, she served as the Senior Director of Customer Success at Demandbase, where she spent two years. She also brings experience from earlier customer success roles at Jigsaw (now Data.com, acquired by SalesForce) and Equilar. Allison holds a BA from the University of St. Thomas.

Nic Poulos
Nic Poulos

Nic is a Principal at Bowery Capital based in New York. Prior to forming Bowery Capital, Nic was an Associate at AOL Ventures where he helped drive investment in and support of over 20 companies, primarily in the enterprise software space. Before AOL Ventures, he served as a Manager at Advertising.com, leading various business development initiatives focused around ad tech and sales. Earlier, Nic worked as a technology investment banking analyst at GCA Savvian Advisors in the firm’s Internet group. While there, he participated in the acquisitions of Broadband Enterprises and Register.com, as well as various early- and mid-stage private financings. Nic holds an A.B. in History from Princeton University.