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Tips for Creating or Revising Your Customer Success Journey Map

ClientSuccess

At the heart of any successful customer relationship is a clear and well-defined path to customer success. Here are key strategies to consider when creating a Customer Success Journey Map: 1. Develop clear tasks, milestones and goals throughout the customer lifecycle.

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How to lead quarterly business reviews (QBRs) customers want to attend

ChurnZero

The QBR has become an industry staple—and polarizing topic—in customer success. QBRs, when designed with respect to customer needs, are an effective tool to gain strategic alignment between a vendor and an account. In my years as a customer success manager, I’ve seen what makes a standout QBR and what makes a bad one.

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Customer Engagement Manager: Roles & Responsibilities

SmartKarrot

Customer Engagement Manager vs. Customer Success Manger Customer Engagement Manager: Roles and responsibilities Customer Engagement Manager: Skills required to be a successful customer engagement manage Customer Engagement Manager: Work environment. Leadership skills. It covers –.

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3 Key Takeaways from My First Two Years as a Customer Success Manager

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. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients are successful, we’re successful.