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CSM from the Trenches: Mentors – Jorie Basque, Customer Relationship Manager, InGenius

ClientSuccess

This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. The goal is that by sharing our experiences, we’ll be able to learn and apply more practical advice / practices to our customer success careers. Company : InGenius Software.

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3 Important Differences Between a Customer Success Manager (CSM) and an Account Executive (AE)

ClientSuccess

This is especially true for Account Executives and Customer Success Managers – two roles that work extremely close with customers (and each other) and tend to be rolled into one when thinking about customer account management . eBook: Customer Success as a Culture: Sales Leaders Edition.

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CX Prediction 2022.3 — From Data Collection to Data Action

SurveyGizmo

Please download our CX Predictions for 2022 ebook for our full report. Many Customer Experience (CX) teams lack the data integration of their Sales and Marketing counterparts. Slack : NPS feedback is shared across a company-wide channel for transparency and to individual customer success managers in charge of managing that account.

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Best Customer Onboarding Experiences

ClientSuccess

When it comes to dealing with customers, there are some situations that can be a little overwhelming for both a customer success manager and the customer in question. For CSMs and training managers, onboarding can often be chaotic, messy, and even frustrating. For many, onboarding is one of those situations.

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Best Customer Onboarding Experiences

ClientSuccess

When it comes to dealing with customers, there are some situations that can be a little overwhelming for both a customer success manager and the customer in question. For CSMs and training managers, onboarding can often be chaotic, messy, and even frustrating. For many, onboarding is one of those situations.

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11 Books Frontline Customer Success Managers Should Read Right Now

ClientSuccess

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. From : Sam Feil , Customer Success Manager. From : Sara Masson , Senior Customer Success Manager. Company : ClientSuccess.

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Customer Marketing: Part 4 – Engagement

ClientSuccess

Your customers can be your biggest advocates, your biggest cheerleaders, and some of your best resources for growth – if they’re engaged correctly. Here are three customer engagement management initiatives that CSMs can own with customers: 1. eBook: Customer Success Best Practices from 20+ Executives.