Remove Accountability Remove eBook Remove Metrics Remove Tips
article thumbnail

CSMs: How to Host a Successful Customer Account Review

ClientSuccess

In addition to managing the day-to-day health and support of customer accounts, CSMs are tasked with building a strategic vision for customers and reviewing future challenges, wins, and opportunities. . What is a customer account review? Customer account reviews can happen on a quarterly, bi-annual, or even annual basis.

article thumbnail

Ready to Boost Customer Retention? 3 Tips That Can Help! 

ClientSuccess

Bridging the gap between customers and a product team is critical, from managing customer implementations to ongoing account maintenance. Here are some tips that can help your customer success team boost customer retention and reduce churn: 1. Keep tabs on customer satisfaction and account health. . 3 Tips That Can Help!

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Tips for Configuring Compensation Plans for Customer Success Managers (CSMs)

ClientSuccess

While starting new employees on the desired model is straightforward, existing CSM team members are relying on their base salary, which should be taken into account when migrating them away from that structure. eBooks: • 5 Ways to Surprise & Delight Your Customers. Plus, it rewards them with upside when milestones are exceeded.

article thumbnail

The seven steps of a successful customer success book shift

ChurnZero

Every customer success leader has encountered or will eventually encounter a book shift: the process of reassigning accounts between different customer success managers. For tips on how to get it right – and the assets you’ll need to create – see our five lessons in communication from ChurnZero’s Big A$$ Book Shift.

article thumbnail

How to Get Started With a New Customer Success Platform

ClientSuccess

Your customer success department – as well as your organization’s executive leadership – understands that customer success managers need more visibility and insight into account activity in order to make the best decisions for customers, which is where your new customer success platform comes into the picture.

SaaS 105
article thumbnail

5 Tips to Train Customers on New Product Updates

ClientSuccess

Check in with every customer account along the way. CSMs should be prepared to check in personally with all customer accounts throughout a new product release. For more on similar topics, check out these resources: eBook: Customer Success as a Culture: Product Leaders Edition.

SaaS 45
article thumbnail

Workforce Optimization: What It is and Why You Need It

Playvox

By tracking workforce management performance metrics, such as first contact resolution, contact centers can create more accurate forecasts, identify areas of process improvement, set realistic goals, and create effective training programs to develop agents’ skills and expertise.