The most recent content from our members.
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…
I was given permission by the author of this post, Daphne Costa Lopes, Director of Customer Success at Hubspot to re-purpose the LinkedIn post below here. Daphne posted this thread on LInkedIn just a few days ago. My hope that we can all have an interesting discussion about AI tools that we are all using or at least…
I would like to talk about referrals! As a CSM on the job hunt I am told that my best chance at scoring an interview is through a referral, but how do I go about doing that? Who do you ask? Where do you look? HOW do you ask?? Having been on the networking game for some time now I am still finding myself struggling with not…
We get it! Inboxes are already getting hammered, and it isn't always helpful to get single emails for each new post and then each of the comments that follow. The great news is conversations are happening and a lot of knowledge sharing is going on...awesome!! But not everyone wants an email every time that happens. SO, a…
Hello everyone, I am working on building a CS team (it has been a year now). I have begun creating all the data base and the KPI's. Now I want to register somehow all the feedback I get from meetings and calls. I was wondering if you have a method to do this or you just update the client profile in your CRM. I am thinking…
Hi all! I'm so thrilled that Monday I have a final interview with a company I've loved talking to but I need your help! I have a panel presentation and brief discussion with them on Monday and I'm expected to have about 5 slides (provided by them, blank of course) to validate the following requirements: Ensure I'm aligned…
What are some of the best tools one should know in order to stick out as a CSM?
When moving into the world of Customer Success whether as a first step or a career change, what was the advice or resource that really helped you get the ball rolling?
How long do you need to be an SDR before you can transition into Customer Success? A few days ago, I spoke with a friend who had 1+ year of work as an SDR at a SaaS company. Unfortunately, they got laid off and didn't believe their dreams of becoming Customer Success Managers would happen. I tried to reassure them they…
Hello brilliant minds of the CS community! I'm currently working on improving our onboarding process for our enterprise segment and I'm currently focusing on finding an alternative to the current way we collect the customer needs for the setup of our solution. Our solution is highly customizable to fit regulatory…
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