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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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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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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. Whether that revenue comes from an upsell, cross-sell, expansion, or something else, it’s still new revenue attributed to the customer. This is what’s commonly known as joint account planning.

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Be Sure Your CSM Team Has These 5 Playbooks

ClientSuccess

This playbook should include tips on how to diagnose problems, define troubleshooting processes, and provide resources that can be used to help solve customer issues. Upselling & Cross-Selling Playbook: CSMs are responsible for ensuring that customer relationships remain strong and can be leveraged for additional sales opportunities.

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The One Thing Your Account-Based Marketing Strategy Is Missing

Influitive

That’s one reason why account-based marketing has become a popular strategy in recent years. Instead of “spraying and praying” broad marketing messages, ABM requires brands spend time crafting ultra-personalized campaigns targeted at specific accounts. Learn how to make your account-based marketing more effective with advocacy.

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Five Skills Every Successful CSM Needs in 2021– and How to Develop Them

ClientSuccess

Here are five essential skills every successful CSM needs to have in 2021, with tips and tricks on developing these skills this year: Skill #1: Flexibility. Ensuring everyone is on the same page is essential for customer success, and CSMs are often the quarterback of sharing account information. Skill #5: Empathy . Want to learn more?