How involved is your CSM during implementation and onboarding?

User: "Alex Hornbuckle"
Contributor
Updated by Heather Wendt

What responsibilities and accountability do you give to your CSMs as customers are in the implementation and onboarding stages of their Customer Journey?

There are many factors that influence this:

  • Length/Complexity of Implementation
  • Involvement of in-house Professional Services team
  • System Integrator involvement
  • Is their value delivered to client prior to full deployment?

How are you getting your CSMs engaged with the right resources at your customers during this time and what are they responsible/accountable for?

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