Hi All - We are trying to move away from expansion quotas for our Enterprise CSMs. Apart from renewa

Manan Joshi

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Chrissy Hines

All great details, thanks for sharing everyone! And thanks @Jay Nathan again for that detailed insight.

David Ellin

Adding on to @Steve Bernstein's thoughts on leading indicators, I'd add engagement - participation in case studies, testimonials, referrals, co-hosting/speaking on webinars, etc. If your CSM is doing a good job keeping customers engaged in other ways than simply using your products, that's a good sign they're happy, evangelists, and not going to churn.

Steve Bernstein

While "Outcomes" are the ideal measure, they are often too late (lagging) to drive performance improvement. You'll want a good mixture of leading and lagging indicators, with your leading measures focused on process adoption/compliance so you know they are headed in the direction. The key process we see for Enterprise CSMs is RELATIONSHIP building... how deep and wide are the relationships that the CSM has managing, and are they extending their "footprint" within the account to engage all the right stakeholders? We often see CSMs single-threading contact through their "champion" at the expense of building good bench-strength across the account. We have an awesomely detailed "cookbook" that describes this process in more detail, with templates that accelerate your implementation of this important process, at https://waypointgroup.org/whitepapers/silver-bullet-customer-health-scoring/

Matt Myszkowski

Great images courtesy of @Jay Nathan

He won't be surprised for me to add this. For me, your high-touch, Enterprise CSMs should be tasked & measured on delivering outcomes for their customers. Ideally these outcomes are measured as a financial value as that will be the most impactful for your customers. Without knowing your software/service, I am sure it (ideally) addresses a business problem so the outcome should be how it addresses that problem, and the benefit of that.

Manan Joshi

Thanks @Jay Nathan

gurd3v

YES! Mixed Touch vs High Touch vs Low Touch was what I was referring to.

The others are just awesome resources that I'll be saving for when I need em. Thanks for sending all these over!

[Deleted User]

Couple of resources here, @Gurdev Anand. Were any of these what you were looking for?

gurd3v

Someone from the GGR community (and I'm pretty sure it was either @Jay Nathan or @Jeff Breunsbach) posted about the roles in CS depending on the industry size of your customer.

In enterprise, I remember the diagram showing that there could be a role specific to expansion, separate from CSM as the CSM is responsible for adoption and customer satisfaction.

I just spent the last 15 minutes digging for the diagram - no luck. Will try to find it later today. Hopefully someone else in the community knows what I'm talking about!