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CSM Practice - The Customer Success Podcast

Business & Economics Podcasts

Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!

Location:

United States

Description:

Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!

Twitter:

@csmpractice

Language:

English

Contact:

+1-408-663-6267


Episodes

How to Deliver an Executive Business Review!

12/1/2023
Join Irit Eizips, a renowned Customer Success expert, as she welcomes Meenal Shukla, Director of Customer Success at Gainsight, to her podcast. This episode delves into the pivotal role of Executive Business Reviews (EBRs) in strategic business meetings, transcending the scope of typical Quarterly Business Reviews (QBRs). EBRs, as annual gatherings with a customer's executive team, are instrumental in synchronizing business visions and objectives. Irit and Meenal provide a thorough guide on preparing, conducting, and following up on EBRs, offering invaluable insights for Customer Success Managers (CSMs) and team leaders seeking actionable advice. Meenal, leveraging her extensive experience in both presenting and attending EBRs, imparts wisdom on key components of an impactful EBR session. Key topics include: For an in-depth exploration of EBR best practices and more expert insights from Irit and Meenal, tune into this enlightening episode. Watch the full episode here: https://youtu.be/S9VJ4VE8MIw ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources ⏬ Infographic: Executive Business Reviews: Essential Dos and Don’ts https://www.csmpractice.com/executive-business-review-infographic-dos-and-donts ⏬ Infographics: The Difference between QBR and EBR https://www.csmpractice.com/qbr-vs-ebr-infographic 🎥 Video: The Difference Between QBR and EBR https://youtu.be/GtSGejh1RUQ 🎥 Video: How to Develop a QUARTERLY BUSINESS REVIEW (QBR) https://youtu.be/3vn-5j2phrE 🎥 Video: How to Capture BUSINESS OUTCOMES During a QBR https://youtu.be/i2GH_GKp7pQ ⏬ Infographics: The Essential Guide to Quarterly Business Reviews https://www.csmpractice.com/infographics/qbr ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:35:07

How to Scale Customer Services After a MERGER and ACQUISITION

11/24/2023
Explore the art of navigating mergers and acquisitions (M&A) with Irit Eizips, a renowned Customer Success strategist, as she interviews David Collyer, CCO of ECI Software Solutions. This episode delves into ECI's journey through strategic restructuring for enhanced Customer Satisfaction and organizational adaptability post-M&A. Key highlights include: Join this insightful discussion, a must-listen for SaaS executives and leaders seeking practical strategies for M&A success through the lens of Customer Success. 🔗 Watch the full episode: https://youtu.be/Vhgsjh9FSUs ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources ⏬ Download Infographic: The Ultimate Merger and Acquisition Playbook for Customer Success https://www.csmpractice.com/merger-acquisition-infographic 🎥 Video: M&A Playbook Infographic Explained https://youtube.com/shorts/Uv60KszXrPU 🎥 Watch: What To Do When MERGERS and ACQUISITIONS Take Place https://youtu.be/RcM9FPVmgNs 🎥 Watch: MERGERS and ACQUISITIONS | Customer Success https://youtu.be/QxynGJxFRsk 🎥 Watch: MERGERS and ACQUISITIONS Playbook for Customer Success https://youtu.be/q89eTMmdljw ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:24:47

Unlocking the Secrets of Partner Success KPIs

11/17/2023
Join Irit Eizips in an insightful conversation on Partner Success with Scott Frew, CEO/Founder of iasset.com and a recognized expert in channel management. This episode is essential for tech executives seeking to enhance their partnership strategies with industry-leading insights. Key Topics Discussed: Benefits: Elevate your approach to Partner Success and gain a competitive edge by tuning into this engaging conversation. Experience the blend of Irit Eizips' hosting prowess and Scott Frew's wealth of experience to transform your partnership strategies. 🔗 Watch the full episode here: https://youtu.be/w-Rh6wJYdYQ ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources ⏬ Download the Partner Success Market Research Results Report: https://www.csmpractice.com/partner-success-stats 🎥 Video: Creating a Global-wide Partner Success Program https://youtu.be/z3B2Z0o8Htw 🎥 Video: How to Establish a Partner Success Program https://youtu.be/V-0pz66DyDw 🎥 Video: What is PARTNER SUCCESS? https://youtu.be/Q0JVmDUkBOQ 🎥 Video: Dreamforce 2017 Partner Success Breakout Session Intro https://youtu.be/nx8SJjeRe0M ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:36:07

Creating a Global-wide Partner Success Program

11/15/2023
Explore the power of Partner Success programs with Andrew Carothers from Cisco Systems in our captivating podcast episode. Unearth how Cisco's globally renowned Partner Success program has revolutionized customer engagement and renewals, and learn how it could transform your business approach. Discover how Partner Success programs can significantly boost renewals and increase customer wallet-share, providing your company with the tools to thrive and scale effectively. Andrew provides an insider's view on the challenges faced and how these hurdles were masterfully overcome during the program's implementation. In this episode, gain insights on: For SaaS leaders seeking to enhance partner relations and drive substantial growth in their companies, this episode is a treasure trove of practical solutions and innovative strategies. It offers a pathway to mastering Partner Success, presenting transformative insights for your business. Discover these transformative insights in the full video: https://youtu.be/z3B2Z0o8Htw ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 🎥 Video: How to establish a Partner Success Program https://youtu.be/V-0pz66DyDw 🎥 Video: What is PARTNER SUCCESS? https://youtu.be/Q0JVmDUkBOQ 🎥 Video: Dreamforce 2017 Partner Success Breakout Session Intro https://youtu.be/nx8SJjeRe0M 🎥 Video: Defining the Customer’s Desired Outcome Using CUSTOMER DATA https://youtu.be/QNUtwWoybAk 🎥 Video: Designing a Customer Lifecycle Map and its Impact https://youtu.be/NTzQMmfkZDs ⏬ Download: Industry Benchmark Report: Partner Success Market Research Results https://www.csmpractice.com/partner-success-stats ⏬ Download: Technology Stack for Customer Success ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:36:07

How to establish a Partner Success Program

11/10/2023
There is little content out there on Partner Success. Perhaps because there are so few customer success teams who have already established a Partner Success practice. In this episode, we have invited Andrew Carothers to unravel the story of how Cisco built their award-winning global Partner Success Program, phase by phase. According to Andrew, Cisco initiated its partner success program over 8 years ago and went on to win multiple US•CXA awards in 2022 alone. Establishing the Partner Success practice played a pivotal role in boosting renewals and upsell revenues. Over the years, Cisco expanded its Partner Success practice globally, achieving remarkable success. While Cisco is a massive organization, the strategic framework shared by Andrew is also applicable to organizations of any size. As Andrew puts it, "If Cisco can do it…" any less complex organization should be able to as well. Tune in for this enlightening discussion where we cover various aspects of Partner Success: Don't miss this in-depth exploration of Partner Success. Whether you're part of a large corporation or a smaller organization, the lessons shared here can apply to your journey towards success. Listen now to gain valuable insights and strategies for enhancing your Partner Success efforts. Watch the video to find out more! https://youtu.be/V-0pz66DyDw ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 🎥 Video: What is PARTNER SUCCESS? https://youtu.be/Q0JVmDUkBOQ 🎥 Video: Dreamforce 2017 Partner Success Breakout Session Intro https://youtu.be/nx8SJjeRe0M 🎥 Video: Defining the Customer’s Desired Outcome Using CUSTOMER DATA https://youtu.be/QNUtwWoybAk 🎥 Video: Designing a Customer Lifecy ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:36:03

When your Company moves From On Premise to SaaS – The Customer Success Playbook

11/3/2023
In this enlightening discussion, Irit Eizips engages in a conversation with Franziska Fleischer, a visionary leader who spearheaded the transformation of Siemens from on-premise to cloud-based SaaS solutions. Franziska shares the intricate details of her groundbreaking program, shedding light on the challenges and roadblocks she encountered while ensuring a seamless transition from on-premise systems to SaaS. Additionally, she imparts invaluable resources and practical advice for companies looking to embark on their digital transformation journey. Tune in for a deep dive into the following topics: Don't miss this engaging episode, offering a comprehensive understanding of the journey from traditional software to the SaaS paradigm, complete with real-world insights and actionable advice. Watch the video to find out more! https://youtu.be/ZSNqGLaGUHw ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 🎥 Video: Top 10 CSM Skills Hiring Managers Look For https://youtu.be/-ZMwCxPKrrk ⏬ Download Infographics: The 10 Skills of Highly Effective CSMs https://www.csmpractice.com/job-skills-infographic Books mentioned in the video: 📕 Customer Success: How Innovative Companies Are Reducing Churn and Growing Recurring Revenue, 1st Edition by Nick Mehta https://amzn.to/3VgrCkD 📕 Digital Hesitation: Why B2B Companies Aren't Reaching Their Full Digital Transformation Potential by Thomas Lah and J.B. Wood https://amzn.to/3tMNKal 📕 Reimagine Customer Success: Designing Organizations Around Customer Value by ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:32:20

How to elevate your customer relationship strategy!

10/27/2023
While we often prioritize products and services, the true key to customer success lies in establishing trust through meaningful customer relationships. Join us as we sit down with Mohammed Alqaq, a seasoned Customer Success Manager at Crucial Solutions & Services (CSS). Mohammed has crafted a unique framework to ensure effective customer relationship management, which he presents through his Customer Relation Matrix. In this insightful conversation with Irit Eizips, Mohammed explores how his Customer Relation Matrix, along with his Communication and Outcome Matrix, can address various challenges in customer relationship management. With over 17 years of experience in his field, Mohammed shares the methodologies, matrices, and frameworks he has developed throughout his career. Tune in to gain invaluable insights into: Don't miss out on this enriching episode, as it promises maximum learning and a deeper understanding of effective customer relationship management. Watch the video to find out more! https://youtu.be/hEsCnVSlbME ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 🔗 You may connect with Mohammed via his LinkedIn profile: https://www.linkedin.com/in/mohammedalqaq/ ⏬ Download Mohammed’s Customer Relationship Matrix here ⏬ https://www.csmpractice.com/customer-relationship-matrix-template ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:23:20

Forming an Award Winning 🏆 Customer Success team!

10/20/2023
Would you like to know what it took to build an award-winning team from scratch? In this interview, Claire O’regan, Director of Customer Success at Juro, shares the success strategies in constructing a dynamic award winning team. Claire was successful in developing an award winning team building framework that would ensure greater employee retention, and ultimately, larger customer success. The framework that she developed used a step-by-step process that starts from the employee onboarding process and with her 90-day plan, she made sure that employees were well glued to the vision and values of their company. In addition to Claire, Irit shared some insights into her employee retention and onboarding experiences. So, there’s plenty to learn from this interview. ◾️ Challenges in Hiring a remote team ◾️ How to judge for cultural fit in remote interviewing. ◾️ Onboarding process for the hired team ◾️ Onboarding process framework ◾️ 90 day plan breakdown ◾️ Task assignments after 3 to 4 weeks ◾️ Team values and trusting the process is vital for team success. ◾️ How to reduce Time to First Value Delivered to only 14 days? ◾️ Importance of leading from the front and communicating and supporting the team. ◾️ Recommendations for team building. Watch the video to find out more! https://youtu.be/hEsCnVSlbME ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 🎥 Video: The SECRETs to onboarding NEW Customer Success Managers! https://youtu.be/W04_1HIguF0 🎥 Video: Proving the VALUE of Your CUSTOMER SUCCESS Team https://bit.ly/3tIj4HF 🎥 Video: 2021 HIGH PERFORMING Customer Success Teams https://bit.ly/3Hzmsdz 📑 Blog: 10 Traits of High Performing Customer Success Teams https://bit.ly/3bk3VGt 📑 Blog:Productivity Tips For Customer Success Teams – PART 1 https://bit.ly/3PSLwAi 📑 Blog: Productivity Tips For Customer Success Teams – PART 2 https://bit.ly/3z42y8l ⏬ Download infographics: Four Key CSM Role Profiles you want to hire for! https://www.csmpractice.com/csm-profiles-infog ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:26:36

Setting up a CSM team for International Regions

10/7/2023
In this episode, we delve into the artistry of Customer Management, a skill that cannot be learned in any university but is acquired through years of experience and exceptional communication. Our guest today, Samuel Bringas, the Regional Manager for Customer Success Management at CyberArk in the LATAM and Caribbean regions, shares his remarkable journey from Account Management to Customer Management. Discover how Samuel navigated the realm of Customer Management with minimal prior customer interaction experience in his enlightening conversation with host Irit Eizips. Throughout this engaging discussion, Samuel sheds light on various essential topics: Join us as we explore the art and science of Customer Management with Samuel Bringas, and learn how you can excel as a Customer Success Manager in today's dynamic business landscape. Stay tuned for insights, strategies, and success stories in the world of customer-centricity! Watch the full video on YouTube: https://youtu.be/G5QTVxI9bf0 ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 🎥 Video: How to achieve success with existing customers? https://youtu.be/cZ65vblnKeY 🎥 Video: KNOW WHY CUSTOMER VALUE MANAGEMENT IS IMPORTANT https://youtu.be/u8AqzomEmrY 🎥 Video: Surprising Facts about Working With Companies in Latin America https://youtu.be/mM0Xt_B3POw 📑 Blog: Proactive Data-Driven Customer Success Engagement https://www.csmpractice.com/building-a-proactive-data-driven-customer-success-engagement/ 📑 Blog: Tips to B ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:26:46

Winning The Customer Success Manager of the Year 🏆

9/29/2023
In this podcast episode, we explore the world of Customer Success Management with Gurprem Sagoo, who was honored as the Customer Success Manager of the Year at the 2022 EMEA Customer Success Excellence Awards in London. With over 8 years of experience in the SaaS industry as a Customer Success Manager at Planhat, Gurprem shares his journey and insights into achieving this prestigious recognition. Join us as she delves into the story behind Gurprem's success and the challenges he faced along the way. The conversation covers a range of topics, including: Tune in to gain valuable insights from an award-winning CSM, Gurprem Sagoo, and discover the path to excellence in the field of Customer Success. Watch the full video on YouTube: https://youtu.be/W_jYST0Re0k ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 📑 Blog: Mitigating churn by integrating Planhat with Salesforce https://www.planhat.com/customers/mitigating-churn-by-integrating-planhat-with-salesforce/ ⏬ Infographic: 2022 Global Customer Success Manager Salary Trends https://www.csmpractice.com/customer-success-manager-salary-trends-infographic ⏬ Download Infographic: Four Key CSM Role Profiles you want to hire for! https://www.csmpractice.com/csm-profiles-infographic 🎥 Video: 2021 HIGH PERFORMING Customer Success Teams ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:30:25

From a Rookie CSM to an Award Winning CSM Director in less than 18 months!

9/15/2023
Join Melisaan Foster, the winner of the Customer Success Rising Star category in the 2022 EMEA CS Excellence Awards, as she sits down with host Irit Eizips to share her remarkable award-winning journey at WorkBuzz. Get ready to uncover: Strategies that propelled Melisaan Foster to victory Career insights, from highs to lows, that shaped her path The key factors that led to her prestigious award From CS newcomer to triumphing in the Rising Star category at the EMEA CS Excellence Awards, Melisaan Foster has a wealth of wisdom to impart. Just two years ago, she was navigating uncharted CS territory; now, she's an award-winning trailblazer. Tune in for a dynamic conversation that offers a glimpse into the extraordinary journey of this true winner — a journey from ground zero to hero. Her story proves that if she can achieve it, you can too! In this episode, Melisaan delves into: Join us on this insightful podcast episode to learn, be inspired, and adopt winning strategies from Melisaan Foster's incredible journey. Your journey from aspiration to achievement starts here. ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 🎥 Watch: Proving the VALUE of Your CUSTOMER SUCCESS Team https://youtu.be/tOSHWZOUzZk 🎥 Watch: 2021 HIGH PERFORMING Customer Success Teams https://youtu.be/_bGy3xE7mXY 🎥 Watch: How should you build a customer COMMUNITY https://bit.ly/3HJ0jcV 🎥 Watch: CS Ladies – An Online Community For Women by Women https://bit.ly/3yPvf7s 🎥 Video: B ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:31:46

The Difference Between QBR and EBR

9/1/2023
Welcome to our podcast episode where we delve into the world of Executive Business Review (EBR) and Quarterly Business Review (QBR), shedding light on their common misunderstandings and industry misuse. The landscape surrounding these reviews is often clouded by confusion, leaving ample room for ambiguity in their utilization. In this enlightening conversation with Irit Eizips, we're joined by Marc Troyan, the Director of Customer Success Research at TSIA. Together, we dissect the intricacies that set EBR and QBR apart, unraveling their true essence. Join us as Marc shares his insights, unveiling the distinct differences between EBR and QBR, while also outlining the pivotal operational metrics that warrant attention for both. This dialogue promises to provide listeners with a profound understanding of the profound impact and utility that both EBR and QBR bring to the table. Marc's expertise shines further as he imparts valuable guidance on optimizing both EBR and QBR to achieve unparalleled customer success. When executed effectively, these reviews have the power to become pivotal drivers of growth and development for any business. EBR vs. QBR distinctions under various aspects. Essential operational metrics for QBRs and EBRs: ➼ Emphasis on lagging over tactical indicators ➼ Implementing Customer Success Journey Maps with Success Plans ➼ Addressing mistakes via discussions and task prioritization. Delivering value in QBR and EBR. Executive Alignment for larger clientele. Recommend: Forge executive-level relationships, gain direct feedback. EBR structuring: ➼ Avoiding free-form due to sustainability concerns ➼ Clear agenda, customer value, and objectives for EBRs. Annual EBRs; QBRs as feedback loops with priority on feedback. Tune in now for a masterclass in harnessing the potential of EBR and QBR for your business's advancement. ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources ⏬ Infographics: The Difference between QBR and EBR https://www.csmpractice.com/qbr-vs-ebr-infographic ⏬ Infographics: The Essential Guide to Quarterly Business Reviews https://www.csmpractice.com/infographics/qbr 📑 Blog: The Essential Guide to Quarterly Business Reviews https://www.csmpractice.com/infographics/qbr 📑 Blog: Turning Executive Business Reviews From Good To Great ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:25:18

How to address UNETHICAL behavior in Customer Success

8/18/2023
Join us in this enlightening podcast episode as Stephen Fulkerson, Vice President of Customer Success Research at TSIA, engages in a thoughtful conversation with Irit Eizips. Explore the intricate world of ethical predicaments within the realm of customer success and discover effective ways to avert unethical conduct. In this episode, you'll delve into: Tune in to gain a deeper understanding of the ethical landscape in customer success and equip yourself with the knowledge to foster a responsible and trustworthy approach in your professional journey. Watch the full video on YouTube: https://youtu.be/YjbOhJWqrd4 ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 📑 Blog: 3 Ethical Dilemmas in Customer https://www.tsia.com/blog/3-ethical-dilemmas-in-customer-success 📑 Blog: Importance of Customer Communication for Customer Success https://www.csmpractice.com/customer-communication-for-customer-success 📑 Blog: Who should own the Renewals and Upsells? Sales or Customer Success? https://www.csmpractice.com/who-should-own-the-renewals-and-upsells-sales-or-customer-success/ 🎥 Video: RENEWAL OWNERSHIP: Account Executive Vs. Account Manager https://youtu.be/JiNO5V_35Z8 🎥 Video: Who should own the Renewals and Upsells? Sales or Customer Success? https://youtu.be/18xNjmyA6Q0 ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:32:18

Making Your Product Roadmap Customer Centric

8/11/2023
Join us for an enlightening podcast discussion as we explore the path to achieving superior customer success through product-centricity. Are you wondering how to align customer success with your products and create a customer-driven, customer-oriented, and customer-focused approach? Can customer centricity truly be accomplished without causing disruption for your development and sales teams? In this episode, we engage in a thought-provoking conversation with Alex Farmer, Founder of Customer Success Excellence - The Customer Success Awards. Alex recently developed a groundbreaking framework that offers a roadmap for businesses to achieve customer-focused products. By adopting a customer-centric approach, he successfully aligned customer success with the product lifecycle. During the discussion, we'll explore the following key topics: Don't miss this compelling episode, where we delve into the realm of customer centricity in a product life cycle and seek answers to the most pressing questions from an industry expert. Plus, stay tuned for a critique of the framework on LinkedIn, offering additional insights and perspectives! Watch the full video on YouTube: https://youtu.be/Nk7gwqvsdpA ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources ⏬ Download Alex Farmer's Slides: Optimizing Product Roadmap Lifecycle with Customer Success https://www.csmpractice.com/product-roadmap-lifecycle 🎥 Video: Want to be CUSTOMER-CENTRIC? https://bit.ly/3cmfDk0 🎥 Video: How to Be a Customer-Centric Organization http://bitly.ws/cUAA 🎥 Video: ROADMAP To Becom ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:19:45

What Innovative Use of Technology landed Yair the CS Excellence Award in 2022

8/4/2023
Discover valuable insights and strategies to enhance your Customer Success journey in this power-packed podcast episode! If you're a Customer Success professional tasked with upgrading customers to newer technology versions and seeking a more efficient and scalable approach, this episode is tailor-made for you. Join Yair Bortinger, the recipient of the prestigious 2022 CS Excellence Awards for Best Use of Technology, as he takes us through his remarkable journey of upgrading hundreds of unmanned accounts in less than three weeks, single-handedly! During this episode, Yair will delve into the following key points: If you're eager to learn from an industry expert and optimize your customer technology upgrades, don't miss this enlightening podcast episode with Yair Bortinger! Watch the full video on YouTube: https://youtu.be/4pwj634-qu0 ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 🎥 Video: How to Ensure Success and Avoid Churns Through USER ADOPTION https://bit.ly/3OpMnqs 🎥 Video: How to Increase Product Adoption with Email Campaigns https://bit.ly/3nA9Tpp 🎥 Video: How to Leverage Usage Data to Improve Product Adoption https://bit.ly/3benOyw 🎥 Video: Customer Success SOFTWARE IMPLEMENTATION Best Practices https://bit.ly/3Gc1Vex 📑 Blog: How to Implement Customer Success Software https://bit.ly/3yf9WMk 📑 Read: How to get your Customer Success Tech Stack in Order https://bit.ly/3yFqkXX ⏬ Download: Technology Stack for Customer Success https://www.csmpractice.com/customer-success-software-technology-stack ⏬ ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:29:21

What it takes to become a Rising Star CSM finalist

7/28/2023
Join us for an insightful podcast episode featuring Guy Rahamim, the remarkable runner-up in the Rising Star CSM category at the prestigious 2022 CS Excellence Awards in London. In this interview, Guy shares his inspiring journey as a Customer Success Manager, highlighting how he achieved outstanding results despite having no prior experience in the field. During our conversation with Guy, he delves into several key topics: Tune in to this episode to gain valuable insights and be inspired by Guy's exceptional journey in the realm of Customer Success Management. Watch the full video on YouTube: https://youtu.be/YuvqG-ZiLWY ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 📑 Blog: Customer Success Career Development https://bit.ly/3aEeLaf 📑 Blog: What is a Customer Success Manager? https://bit.ly/3OnMgLT 📑 Blog: The Magic of Cross-Functional Communication in Customer Success https://bit.ly/3aCZ82T 📑 Blog: Importance of Customer Communication for Customer Success https://bit.ly/3AQHJhH 🎥 Video:What is a Customer Success Manager? https://bit.ly/3AOhEQt 🎥 Video: Customer Success Manager (CSM) CAREER PATH https://bit.ly/3uODQGh 🎥 Video: CUSTOMER RELATIONSHIP MANAGEMENT: Relationship Scoring https://bit.ly/3ASx6Ls 🎥 Video: Scoring Customer Relationships using Salesforce https://bit.ly/3PdUdUY ⏬ Infographic: The 10 Skills of Highly Effective CSMs ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:17:38

The Rise and Evolution of CS Operations

7/21/2023
Join me in this captivating podcast episode where I sit down with Avner Baruch, Director of SMB Sales Operations and Enablement at Rapyd, to delve into the realm of CS Operations and its profound impact on the performance of Customer Success Managers (CSMs). Together, we explore a range of critical topics: Join us for this dynamic podcast episode filled with practical knowledge and valuable advice on leveraging CS Operations to elevate the performance of your Customer Success team. Get ready to unlock the potential for enhanced customer success and organizational growth 🎥Dive into the full video here: https://youtu.be/lnft5ymVJiI ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 📑 Blog: The Beginners Guide to Scaling Customer Success https://www.csmpractice.com/how-to-scale-your-customer-success-team/ 🎥 Video: When and how to set up your CS Operations https://bit.ly/3ONLEQa 🎥 Watch this video: Maturity Model for Customer Success https://bit.ly/3Iagctb ⏬ Download: Customer Success Operations Maturity Scoring Model https://www.csmpractice.com/cs-ops ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:20:33

Defining an Effective Success Plan Strategy for CSMs

7/14/2023
In this episode, we explore the vital role of success plans for customer success managers in meeting customer needs efficiently. Join me with Anika Zubair, the co-founder of CSM LDN, to uncover Anika's approach to developing a customer success plan process and strategy for her team. Here are the key highlights: Join us as we delve into the world of customer success management and learn from Anika Zubair's expertise on developing effective success plans. Discover how these plans can optimize customer satisfaction and drive business growth. 🎥 Dive into the full video here: https://youtu.be/4jZgcAFP9HE ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 🎥 Video: SUCCESS PLANS, Tips, and Best Practices for CS https://bit.ly/3z20P3a 🎥 Video: How to Best OPTIMIZE Your CUSTOMER SUCCESS PLAN https://bit.ly/3PseN3w 🎥 Video: How to create SUCCESS PLANS that don't SUCK https://bit.ly/3xe7FAf 📑 Blog: How to Develop an Effective 90-Day Customer Success Plan https://bit.ly/3wUFqI2 📑 Blog: Designing a Profitable Customer Success Framework https://bit.ly/3yke4uA 📻 The Customer Success Channel Podcast https://open.spotify.com/show/7LMspDJki3OgkxJMlByB8H ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:28:51

How To Drive Higher User Adoption Levels With Success Plans

7/7/2023
In this episode, we delve into the fascinating world of user adoption with our special guest, Jason Whitehead, Co-Founder at Success Chain. Jason's vast experience in user adoption plans makes him the perfect match for our discussion on the application and significance of user adoption for any company. Join us as we explore the realm of user adoption successes, facilitation techniques, expectations, and potential improvements. One particularly intriguing aspect we touch upon is the crucial relationship between Customer Success Managers (CSMs) and the user adoption plan. Discover the interesting role CSMs play in facilitating customer success and satisfaction. During our interview, Jason covers a wide range of topics related to user adoption: Tune in to this enlightening episode to gain valuable insights into the world of user adoption and its significance in today's business landscape. ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 🎥 Watch: User Adoption Strategies & Tactical Advice for Customer Success https://bit.ly/3tPOSuo 🎥 Watch: How to Ensure Success and Avoid Churns Through User Adoption https://bit.ly/3OpMnqs 🎥 Watch: USER ADOPTION Research Insights | Podcast Overview http://bitly.ws/hwm4 🎥 Watch: Overcoming Technology ADOPTION Challenges https:/ ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:30:16

This is how you should be ONBOARDING a NEW CSM (Customer Success Manager)!

6/30/2023
In this insightful podcast episode, we dive into the world of customer success with our special guest, Sharon Zanandrais, the Manager of Customer Success Team at Take Blip, a renowned company with over 2000 employees. Sharon has accomplished remarkable feats, rapidly building her CSM team while achieving unparalleled customer satisfaction and an impressive NRR rate. The key to her success? A meticulously crafted CSM onboarding process! Join us as Sharon openly shares her innovative CSM onboarding framework and unveils the contributing factors behind her team's remarkable achievements. In this episode, you'll discover: Tune in to gain valuable insights and practical tips from Sharon Zanandrais, and learn how to set your CSM team on the path to unprecedented success. Get ready to unlock the full potential of your customer success initiatives in this enlightening podcast episode! ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources 🎥 Video: Proving the VALUE of Your CUSTOMER SUCCESS Team https://bit.ly/3tIj4HF 🎥 Video: 2021 HIGH PERFORMING Customer Success Teams https://bit.ly/3Hzmsdz 📑 Blog: 10 Traits of High Performing Customer Success Teams https://bit.ly/3bk3VGt 📑 Blog:Productivity Tips For Customer Success Teams – PART 1 https://bit.ly/3PSLwAi 📑 Blog: Productivity Tips For Customer Success Teams – PART 2 https://bit.ly/3z42y8l ⏬ Infographic: 10 Traits of Highly Performing Customer Success Teams https://www.csmpractice.com/customer-success-team-performance-infographic ⏬ Research results: High Performing Customer Success Teams https://www.csmpractice.com/c ◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice: 1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here 2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Connect with Us on LinkedIn for Growth — Looking to elevate your Customer Success? Connect with us on LinkedIn for engaging discussions and insights. Follow our page and reach out directly to start a conversation about your business needs. We're here to guide you toward success. Connect on LinkedIn ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice 📌 Sign up for our Newsletter

Duration:00:19:02