Remove key-account-management-blog how-to-prepare-a-useful-quarterly-business-review
article thumbnail

From Burnout to Balance: Reinventing QBR Workflows for CS Leaders

ChurnZero

This is a guest blog post by Shoshana Luria from PandaDoc. Customer Success (CS) is a core business function, and for some B2B companies, CS is a growth engine. Customer Success Managers (CSMs) are responsible for collecting and analyzing customer feedback, managing customer communications, and setting up self-service resources.

article thumbnail

What is ERP (Enterprise Resource Planning)?

Circular Edge

Blog Credit: Ian McCue, April 7, 2022 (What is ERP (Enterprise Resource Planning)? That’s where enterprise resource planning software comes in: ERP systems collect and organize key business information and help organizations run lean, efficient operations, even as they expand. Key Takeaways.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

From Burnout to Balance: Reinventing QBR Workflows for CS Leaders

ChurnZero

This is a guest blog post by Tamiracle Williams from PandaDoc. Customer Success (CS) is a core business function, and for some B2B companies, CS is a growth engine. Customer Success Managers (CSMs) are responsible for collecting and analyzing customer feedback, managing customer communications, and setting up self-service resources.

article thumbnail

How CS Teams Can Adopt the “Do More With Less” Mindset

Gainsight

Needless to say, businesses are being more conservative and careful with where they are spending their money and allocating their resources. First and foremost, developing a decent risk management protocol and staying on top of early-warning signals of churn is essential. Stay Proactive, But Predictable.

article thumbnail

The Ultimate Client Onboarding Checklist for CS Teams

Totango

You need to clearly demonstrate the ins and outs of your software to ensure your customers know how to use it and how to employ it effectively in the pursuit of their enterprise’s unique needs and goals. First, we’ll review the onboarding process and why it’s crucial. The term is borrowed from human resources management.

article thumbnail

Financial Statements Defined: An Expert Guide

Circular Edge

Blog Credit: Kristina Russo, February 11, 2022 (Financial Statements Defined: An Expert Guide | NetSuite). The challenge for most businesses is how to routinely produce, and for public companies, publish, their financial statements in a timely and efficient manner using the fewest resources. Key Takeaways.

article thumbnail

Customer Experience Challenges According to 15 CX Experts

Lumoa

It’s predicted, that by 2020 customer experience will overtake price and product as the key brand differentiator when making consumer choices. We asked 15 experts these three questions to figure out what direction industry is taking: How do you see the future of customer experience? How to overcome those challenges?