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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.

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33 Tips For Training Call Center Agents [Free Ebook]

CrazyCall

Here, you’ll find the list of 33 actionable tips and best practices on how to train your call agents to boost their productivity and the quality of service they provide. There is no way to optimize one’s work that taking into account his feedback. Give a dose of responsibility. Listen to their voice. Set realistic goals.

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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!

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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.

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How to Solicit Qualitative Customer Feedback (Before It’s Too Late!)

ClientSuccess

On paper, an account can be ticking all the boxes – engaged during meetings, high product usage rates, etc. – Tips for soliciting qualitative customer feedback. Here are some tips to keep in mind when it comes time to collect customer feedback: 1. eBook: 3 Steps To Putting Your Customer First This Year.

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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. In the relatively new field of customer success, however, you might not have the benefit of this experience within your own team—which is why we’re here to help.

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5 Ways to Align Better With Clients Through Joint Account Planning

ClientSuccess

In today’s world of SaaS customer success, most CSMs and/or Account Managers are held to some sort of revenue goal. This is what’s commonly known as joint account planning. Joint account planning takes customer success a step further by analyzing and strategizing how a specific customer account could grow.