Best Of
Re: Now Open - Job Board Community
Re: Attending CS “The Customer Conference” London
Hi Bob- congrats on being part of the event! I’ll definitely check your session out and say hi. See you there!
Attending CS “The Customer Conference” London
I’m thinking about attending this conference in London for networking purposes and was wondering if anyone here will be attending or would like to?
There is a Rev Ops day 1/27 and a CS day 1/28 at half the price of US conferences. $480 one day, $650 for both)
Would love to meet up!
Details:
Re: CS Workflow Tech - suggestions?
@KatherineBentley It would be helpful to know what tech stack already exists at the business. Is the Marketing and Sales motions also being done out of spreadsheets? Or is there a CRM? If there's a CRM, your best bet is to get you and your CS team into the CRM and start building some functionality for yourselves there. Even if you all do not have a CRM, I'd argue a CRM is the place to start. Both sides of the funnel will benefit. What's the average deal size of your customer base? Are you looking for high-touch or more digital-led CS motions?
Specifically for onboarding, RocketLane can be a great option if you are doing direct engagement onboarding. . Especially if you are early stages and don't know what the rest of your tech stack will be. It allows you to create a shareable space with the customer that allows both parties to check off and update an onboarding tracker. Best of all, you only pay for internal user seats, and do not have to pay for customer seats. So it scales nicely.
If a CRM is out of the question from a cost perspective, you could run much of the customer journey from a Project Management tool such as Monday.com. It will get messy at times, and simplicity, not complexity or the covering of every detail will be your friend here.
Again, I'll stress that LOADS of CS can be accomplished with a CRM, especially if the comparison is to spreadsheets. Feel free to provide more context if I'm missing something that could make my recommendations more effecitve.
Customer Success commercial training
Hello!
I am interested in getting some commercial training for my team of CSMs. There's plenty of sales training out there but I'm wondering if there are any courses/resources for Customer Success sales training? There's of course different situations, nuances to selling as a CSM within an existing account and relationship and other operational factors to their role to consider!
Any help greatly appreciated. Thank you!
JessieA
Re: CS Workflow Tech - suggestions?
The Customer Success Directory has the most complete and up-to-date registries anywhere of all kinds of CS resources -- technologies, consultants, trainers, recruiters, outsourcers/fractional CS executive leaders, books, etc. Free access, no registration required. (And basic listings are free for providers.) See the TechMap for a breakdown of vendors by category
https://www.customersuccessassociation.com/the-customer-success-directory/
Finding CSM Talent
We're a $400M DXP/SaaS company with 1500+ employees and a dedicated CS recruiter. I'm looking to hire mid-market centric CSMs for my team that have the right intangibles, multi-product expertise, and experience. With the endless supply of "THE BEST CS JOB BOARD" places to post a listing and the avalanche of messages that comes when posting "I'm hiring" on LinkedIn, where is everyone actively looking for jobs and hiring for roles?
Entry Level CSM Role
Where should one start if they are looking to ''break into Customer Success''?
What companies hire entry level talent?
Re: 📕 The Strategic Customer Success Manager has officially launched
My new book 📕, The Strategic CSM has officially launched. It’s been well received by the CS community with over 90 Amazon reviews globally and has received a “Top New Release” designation from Amazon across several categories in 4 countries
The Kindle is currently being offered for $.99 until Sunday.
https://mybook.to/strategicCSM
