Customer Success is the centre of our company. CS connects with the most important asset: our customers; and influences how we market, sell and build our product. Having good discussions within the team and across the company puts CS in hero mode. By putting these few plays into action, we hope to help you have the influence you need and get the credit you deserve!
Jess Weisz, COO (and Chief Customer Officer) at SoapBox
Your CSMs deal with a lot: customer complaints, bugs, too many accounts etc. Discuss what gets in their way so you can clear the path.
CS team discussions = More motivation and better performanceLet's talk more
Sometimes it’s easy to get frustrated with the expectations Sales sets with new customers. But don’t hide behind closed doors bad-mouthing peers. Instead, collectively with Sales come up with the key features and use cases that delight prospects and customers.
CS and Sales discussions = More sales and better customer on-boardingLet's talk more
Have direct influence on your product by sharing new feature requests, bug reports or ideas directly with the Product team. AND, get them to respond with their thoughts or plans.
Product and CS discussions = Roadmap and feature releases that reflects customer needsLet's talk more
The session is a 45 minute collaborative conversation to understand where you're at now, what your goals are and some specific tactics to create a more high-performing team. No product pitch - just a chance to share best practices and learn from our experience.