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12 Customer Success Best Practices That Can Positively Impact Your Work as a CSM

ClientSuccess

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. We’ve compiled a list of 12 Customer Success Best Practices That Can Positively Impact Your Work as a CSM. Let’s get started!

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Customer Marketing: Part 3 – Sentiment

ClientSuccess

From checking in with clients during weekly calls to ‘scoring’ accounts in your CRM, customer sentiment drives many of the strategic projects and growth initiatives for your customers. But did you know sentiment management can also be a customer marketing focus? Voice of Customer.

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5 reasons companies still invest in Community in an economic downturn

inSided

And by building those digital capabilities you will eventually offset the cost required to service each account, by being able to handle more customers with a similar or more efficient investment. A CSM is only able to handle a set amount of accounts, requests, calls, whatever per day. Ha, that look on your face. Let's explain.

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The Top 7 Key Challenges in Account Management

SmartKarrot

Strategic account management is a business practice involving activities like providing customers with the best support and services, thus increasing their consumption of products and services offered by the business. Challenges are inevitable in growing customer accounts. Not all customers are made equal.

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How to make a Customer Success Dashboard that Works

CustomerSuccessBox

The third component is a set of KPIs that monitor the performance of their own teams since most heads of CS also have functional responsibility for post-sales customer-facing functions. Voice of Customer. Customer feedback is the first and most obvious place to seek information on what your consumers think of your product or service.

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Develop a Customer Journey Strategy: Examples and Tips

Totango

Segment the following customers: New customers pending onboarding. Currently onboarding customers . Best practices: . Ensure that all client notes are passed from the sales team so your CS team thoroughly understands the customer’s goals. Proactively manage customer communications. At-risk customers.

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Oct 20 – Customer Success Jobs

SmartKarrot

Account management. You’ll manage a portfolio of key customers to ensure they are successful. You’ll hold recurring meetings, handle client requests, and monitor account health. You’ll strategically expand relationships with the existing customers. Handle feedback. Expand existing relationships.