The most recent content from our members.
Customer success is evolving fast. With AI voice and text agents becoming more accessible, I’m curious: Where do you see the biggest adoption challenges? What use cases would actually make an impact for your team? Are there areas where automation could reduce friction but still feel human? Some teams use AI to handle…
This is my first post after just joining this discussion, so please forgive me and provide kind assistance if I have posted to the wrong subsection! I am new here but a real enthusiast and loving this community so far. I have a background in teaching coding and in education and feel I could help with documentation, at…
Hello All, I'm new to my CS Ops Mgr role and I'm trying to think of the most efficient way to connect our Product team into customer meetings with the CSMs, which are held on a regular basis. This is so that they can hear the feedback from the customer and ask questions directly, and it appears to have proven successful…
"When you say 'CS' that's a naughty word. So I don't believe in customer success. Because what does customer success do in most companies? They are basically either renewal people or they're guiding the customer around to how to use the product. But if you ask the tough of customer success, can they sell the product? No.…
This week, @DillonYoung, Leader of CS at Maxell joins @Jeff Breunsbach to talk about leading through change. Here are some highlights: Prep before action when changes to priorities happen - need to understand the leading and lagging indicators well to see what will move the needle, not just throw potential solutions hoping…
Could you please share any effective strategies or approaches your organization employs to ensure the active involvement of customer success managers in the pre-sales process, thus fostering more vital collaboration between the sales team and the customer success team?
Being apart of a few discussions surrounding change management I wanted to ask if anyone had any good strategies to proactively stay "ahead" of the game during a change? What works and what doesn't?
Hi All, Im hopeful someone may have a documented workflow or table that outlines the ways in which Product Managers and CSMs work both internally and with customers. Specifically here it would be good if there was something that outlined where PMs roles stop when it comes to interacting with them? I joined a business to…
Hello, I've been putting new processes into place for our company's reference program and we're getting some pushback from the sales department. I'd really love to hear feedback from this community on best practices for sharing our reference contact information with the sales department. Our current process has sales…
We have had customers want to retract their PS services because of the technical knowledge and support their T-CSMs can provide. How should technical CSM teams handle the boundaries between Professional Services and CSMs? What is the best way to ensure our T-CSMs aren't negatively affecting revenue if they are technical…
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