resources key-account-management-blog how-to-prepare-a-useful-quarterly-business-review 
Totango
AUGUST 18, 2022
You need to clearly demonstrate the ins and outs of your software to ensure your customers know how to use it and how to employ it effectively in the pursuit of their enterprise’s unique needs and goals. First, we’ll review the onboarding process and why it’s crucial. The term is borrowed from human resources management.
CustomerSuccessBox
FEBRUARY 28, 2022
This is why the blog explains why the ‘ LAER model in Customer Success’ is too important a topic to ignore. As a Customer Success professional, you’d know how difficult it is to expand your customer base. As a Customer Success professional, you’d know how difficult it is to expand your customer base. What is a LAER model?
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SmartKarrot
OCTOBER 10, 2023
In today’s competitive business landscape, retaining key accounts is crucial. Streamlining Quarterly Business Reviews (QBRs) with key accounts through a playbook approach not only strengthens client relationships but also fosters customer success. What are QBRs?
ClientSuccess
APRIL 7, 2017
Any customer success team looking to thrive and grow must review and evaluate processes and procedures at the end of each and every quarter. Quarterly reviews aren’t just for sales teams—these built-in review periods are a great way to step back and determine what is working and what needs to be re-tooled.
CSM Practice
MAY 10, 2021
In this blog we will share a step-by-step approach to charging for customer success without hurting your net retention rate. . While Customer Success is the key to customer satisfaction, account expansion, and advocacy. As such, the customer success managers frequently stepped in to ensure successful adoption.
Amity
APRIL 7, 2017
You might need additional funds approved to hire additional Customer Success managers. Hiring a customer success operations manager could help your team develop templates, document your customer success playbooks and ensure efficiency when executing them. To scale, one needs a bigger budget. Step 1: Goals.
aircall
MAY 15, 2017
With the emergence of the subscription economy and in particular in the SaaS industry, we have come to distinguish 2 main business activities that contribute to the growth of a company: Hunting and Farming. Hunting and farming: How Sales and Success thrive together. Evaluation of how Aircall could fulfil them. Closing the deal.
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