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How to transition customers to a new CSM in 4 steps

ChurnZero

If the data dump can’t happen live, save all written correspondence as a transition task in your CRM or Customer Success platform for future reference and review. Have the tCSM list all customer contacts and describe their personalities. to your CRM and/or Customer Success platform. Customer Success around the web.

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How to transition customers to a new CSM in 4 steps

ChurnZero

If the data dump can’t happen live, save all written correspondence as a transition task in your CRM or Customer Success platform for future reference and review. Have the tCSM list all customer contacts and describe their personalities. to your CRM and/or Customer Success platform. Use it as a jumping off point.

How To 52
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Battle Scars and Lessons Learned in Implementing Customer Success Systems

CSM Practice

In this conversation, Paul shares lessons learned from his own experience implementing Customer Success software solutions. He also focused on system selection criteria as well as implementation tips. Changing management is hard but critical to the success of a CS team.

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Top 20 Books Every Customer Experience Professional Needs to Read Now

Chattermill

Through these interviews, Michelli came away with a set of fundamental principles, such as the importance of understanding the customerschanging expectations, developing a training program centered around CX and a consistent experience across hotels, and empowering employees.