Tools to know for a CSM

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Ajgruber
Ajgruber Member Posts: 9 Navigator
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What are some of the best tools one should know in order to stick out as a CSM?

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  • Javed Maqsood
    Javed Maqsood Member Posts: 31 Contributor
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    I am not listing the basic ones that all CSMs should know. But the list that will stick you out -

    • Salesforce or good familiarity with the other CRM systems
    • CS Platform experience - one or several.
    • Reporting and analytics - Looker, Tableau
    • Project management tools like Monday.com, Asana etc.
    • Design tools like Figma, Whimsical etc.


    Javed Maqsood
    Advisor, Mentor
  • Chitra Madhwacharyula
    Chitra Madhwacharyula Member Posts: 20 Contributor
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    Working knowledge of a CS tool is helpful. Also, since Sales and CS teams work very closely together, having working knowlege of CRMs like Salesforce where you can create reports to analyze pipeline etc is helpful. As a CSM, it is also incredibly helpful to know your company's productions and solutions intimately so that you are able to connect the dots between your customers requirements and your company's offerings. Last but certainly not the least, CS certifications are definetely helpful in validating your CS skillset. There could be others but these would be good for a start.

    Chitra Madhwacharyula

    Customer and Partner Success Executive

    https://www.linkedin.com/in/chitramadhwacharyula

    Author of 'Scaling Customer Success': https://link.springer.com/book/10.1007/978-1-4842-9192-4

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