Customer Success and Sales with different goals - how to align?

User: "Philipp Maucher"
Contributor
Updated by Heather Wendt
Hi all, 

Probably a heavily discussed topic, yet we haven't found our right model for it yet and would love to hear how other businesses are handling this:

We've received feedback from our CS and Sales teams that seem to pursue different goals when engaging with customers together (e.g. joint calls). To give you some context: we've matched our CSMs and Sales staff into territories and formed specific account teams penetrating those.

CS responsibility:
  • Adoption within the territory
  • Gross revenue retention within the territory
Sales responsibility:
  • New business within the territory
  • Expansion within the territory
Both CS and Sales have some joint CBRs, product update or training calls. It is evident during those calls that both drive their own agendas (CS: adoption, Sales: expansion), which might confuse the customer.

What's your experience in aligning CS and Sales during joint customer engagements and providing a seamless experience for the customer?

Many thanks in advance, best

Philipp

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