Remove Customer Change Remove Customer Relationships Remove Customer Success Remove Leadership
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How to transition customers to a new CSM in 4 steps

ChurnZero

But alas, time — and customer accounts — waits for no one. Figuring out how to shift around a CSM’s book of business is a delicate balancing act, and one of the most challenging Customer Success processes to get right. Debrief internally and schedule a future leadership touchpoint. The show must go on.

Books 98
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How to transition customers to a new CSM in 4 steps

ChurnZero

But alas, time — and customer accounts — waits for no one. Figuring out how to shift around a CSM’s book of business is a delicate balancing act, and one of the most challenging Customer Success processes to get right. Have the tCSM list all customer contacts and describe their personalities. The show must go on.

Books 52
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Top 20 Books Every Customer Experience Professional Needs to Read Now

Chattermill

Zappos founder Tony Hsieh’s book is essential reading for all customer experience professionals. Under his leadership, Zappos has grown gross merchandise sales from $1.6M in 2000 to over $1 billion in 2008 by focusing relentlessly on customer success. The Ultimate Question 2.0

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Is Your Customer Success Team Reactive or Proactive? 

ClientSuccess

If there is one thing that customer success managers have learned throughout the ups and downs of 2020, it’s that there is no such thing as being too prepared. The SaaS industry has gone through a ton of instability this year, and seasoned CSMs know that this time of change is far from over.

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Customer Service Training: Empowering A Service Mindset

Integrity Solutions

When you add real value through problem solving, asking questions and continually presenting new ideas and insights, your customers will view you as a trusted advisor and partner, not just a vendor. Most importantly, they always keep the human element of customer service at the forefront.