3 Steps to Getting Sales on Board with Your Customer Success Plan
Education Services Group
AUGUST 16, 2022
Customer Success Plans are key to starting your customer relationships off on the right foot. CSMs use them to guide their first interactions with the customer, helping them clarify and set expectations, set up an action plan for moving forward, and establish critical milestones to work toward through the customer journey. They’re a great way to demonstrate to your brand new customers that “you’ve got this.”.
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