If there is something strange In your health dashboard Who you gonna call? Hi everyone, Occasionally in the past and more frequently following my promotion as Lead Success, my manager has been using me as a "risk buster" of sort (hence the silly pun). Basically I'm being sent on accounts (in addition to my own book of…
I have been tasked with creating a customer engagement roadmap for our team summit that is taking place week after next. For reference:* Team is very new with little process in place (all being built) * I am very new to customer success That being said, I've started with identifying some strategies that I think would work…
Feedback requested - customer engagement strategies
Hi everyone! This is my first question/discuss I create, so I'm very excited! ? I started my Customer Success Manager journey 3 months ago at a small startup and I'm loving it!!! I'm finding that managing feature requests from my accounts is way different than during implementation projects, as they have a specific end…
Hello! I am new to this Community but have been following Gain Grow Retain on LinkedIn for quite some time. I am on my third stint as a CS leader in a SaaS startup and my current team is 3 strong and growing. We are a (mostly) enterprise solution so high-touch and we are starting 2022 with 32 customers. I have been in this…
Hi all! We recently resegmented our accounts for CSMs at my SaaS company. We moved some into an SMB reactive bucket. There isn't an assigned CSM on these accounts. They have someone assigned to make quotes for them, but that's it. The question we're having is what is the best escalation pathway and who handles these…
Hi CS folks, I am working for SAAS company where we are working with many large enterprise customers in different industries that are using our product at some of their sites. For context, we are a 360° conferencing technology that can be used for remote collaboration/ audits/ inspection/ site tours at a facility or…
Hi all! I work in a high volume, low touch segment of CS. We're going to start sending quarterly usage reports to let customers know how many users have logged in and used, along with resources to increase usage/adoption. We have quite a few accounts with 0 users logged in. CSMs don't have the bandwidth to reach out to…
I have got a question around working with SaaS Enterprise software customers and would like to hear some feedback from other CSMs working in the same space. In the organisation I work for, Customer success is executed via customer success plans (CSPs), customers pay for in advance. Usually, the scenario is that once the…
Hey community, my company (B2B SaaS, software to manage company car fleets) is thinking about setting up a benchmark for our customers based on product data that we have. Our customers all run car fleets but nobody has the overview across fleets as we have because we have data on how 1000+ of them are run by our customers…
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