Remove Customer Change Remove Customer Success Remove Leadership Remove Management
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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 Success KPIs: What CSMs Need to Know

ClientSuccess

How does your CSM team measure success? Whether you’re working with large enterprise customers or smaller startups, the metrics you use will be the same. Customer success teams rely heavily on KPIs and success identifiers to understand if they provide the right level of support and attention to their customers.

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Customer Growth Game Changer: Totango Breaking Records and Rewriting the Rules for Customer Success

Totango

By definition, a game changer is a person or thing that dramatically changes the course, strategy, or character of something. At Totango, we are working to “change the game” when it comes to customer success – and we’re breaking quite a few records in the process (watch out, Tom!). Changing the Customer Success Game.

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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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Breaking Adoption Inertia: How to Get Teams to Stick with New Software

ChurnZero

I’ve had the pleasure of working with some incredible teams during my time in Customer Success. So, I’d like to give a quick shoutout to Lauren Dill , Director of Success & Services at Ellevation Education, and Kelly Jo Drey , Partner Success Operations Manager at FreeWill. Customers come and go.

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How to encourage your CSMs to adopt Customer Success software

ChurnZero

9 tips to get your CSMs to adopt Customer Success software. Have you ever worked at a company where the Customer Success team had to beg for its own tools? The CSM perspective: how to encourage the adoption of Customer Success software. Tip #1 for CSMs: embrace change. That’s okay.

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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