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Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline.
Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients are successful, we’re successful. Each day we learn from the trenches what it takes to make clients happy and successful.
Mentor Questions
This segment of the series focuses on 7 mentor questions for the frontline. The goal is that by sharing our experiences we’ll be able to learn and apply more practical advice / practices to our careers.
Let’s get started with this week’s post!
From: Gregg Frohman, Director of Consulting
Company: ClientSuccess
Location: Lehi, Utah
Question 1
What is one customer success best practice you’ve applied in the last few months that has had a positive impact on your success in your role? How has it helped you?
I'm a fan of the the 5 Whys technique. This iterative questioning process ensures that I'm focusing on the root cause of a problem rather than on a symptom. CSMs are problem solvers, but in order to solve a problem you need to make sure you truly understand the root cause.
Question 2
What are one or two things you typically do during the first hour of your day that leads to a productive day?
My mornings tend to begin with a little exercise and a lot of coffee. I find that I'm most alert in the morning, so unless I have client meetings, I try to start with the tasks that require the most brain power. It’s a win if I can get those out of the way first.
Question 3
What are one to three books, blogs, or thought leaders that have greatly influenced your career, and why?
Question 4
How has a failure, or apparent failure, during your time as a CSM set you up for later success? Do you have a “favorite failure”?
Some years ago, I was responsible for the rollout of a new tool and process that was not as successful as it could have been. The process and tool were phenomenal, and the management was excited, but that wasn’t enough to drive adoption.
I learned the hard way that there are no shortcuts in change management. If the stakeholders do not understand the need for change, know how to change, and want to change, then the project will fail. Period.
Question 5
What do you find most fulfilling about being a CSM?
Helping a client solve a business problem that's been keeping them up at night is the most rewarding part of my job.
Question 6
If you had to give one piece of advice to another CSM, what would you say and why?
A CSM has to have a broad range of skills -- product expertise, industry knowledge, sales acumen, training delivery, executive-level presentation skills, etc., etc.
I tell CSMs that they can’t be perfect in every area, so they should figure out where they have gaps and create a plan to address or mitigate them. Do you need more industry knowledge? Find someone in product marketing who has that knowledge and take them out to lunch. Concerned about your sales ability? Don’t hesitate to lean on your sales reps. People are willing to help you; you just need to ask.
Question 7
What is one customer success principle you try to live by?
I always try to look for ways I can help. Sometimes, it’s not obvious. In those cases, I simply ask, “How can I help you?”
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Want to share your mentor advice? Submit your answers here.
Join the conversation on our LinkedIn CSM from the Trenches group page.
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Here are other customer success resources:
Customer Success eBooks:
Customer Success as a Culture: Customer Success Leaders Edition
Ultimate Guide to SaaS Customer Success Metrics
Other CSM from the Trenches Posts:
Cole Sanders, ClientSuccess – 3 Principles I Learned in My First Year as a CSM
Mieke Maes, Intuo – 5 Keys to an Effective Customer Apology
Learn more about how ClientSuccess can help your company develop a strong customer success methodology and strategy with easy-to-use customer success software by requesting a 30-minute demo.
