Looking for ideas on what sort of information to discuss or questions to ask during an introduction phone call. This call is not scheduled and is mostly to introduce myself and gain a little more insi…
Hey guys, Wondered if anyone had any tips for trying to familiarize with commonly used CRM and CS platforms like Salesforce, Gainsight etc? Many of the CSM job postings I see ask for candidates to hav…
Hi All, I usually take notes that I share with attendees as well as any action items and next steps. Curious to see if there are any meeting collaboration tools / templates any of you all are using th…
I've spent almost two decades in state/local government and 7 months into a role with a SaaS company - actually we have two divisions: hardware and software. The hardware side has been around since 19…
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 m…
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)…
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 mana…
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 …
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 q…
