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Understanding the Joint Success Plan: A Tool for Outcome-Based Customer Success Management

ChurnZero

From technical support to renewals and upselling, this role might be one of the most confusing and misunderstood jobs in all of tech. . The exercise of joint success planning itself is a collaborative one (hence the word “joint” in its name). and potential value (upsell, cross sell and license expansion) to your company.

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15 Essential Customer Service Skills in 2023 (and Beyond)

Nicereply

These skills help reps guide customers towards better solutions as well as help achieve business objectives, such as upselling or cross-selling for better revenue and profitability. If you are in a technical support role, then you need deeper product knowledge.

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The #1 client onboarding checklist

SmartKarrot

For technical support, you can appoint a tech lead or a technical architect whose job would be to understand the client’s system and environment in which your product would be working. You can start with an account manager or customer success manager (CSM). Welcome email. Present your solutions to the client.