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

ClientSuccess

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. From : Jorie Basque , Customer Relationship Manager. Ultimate Guide to SaaS Customer Success Metrics. Let’s get started with this week’s post! Company : InGenius Software.

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Customer Marketing: Part 4 – Engagement

ClientSuccess

You can learn more ways to set up winning customer marketing strategies in your organization with our first three entries in this series: Customer Advocacy. eBook: Customer Success Best Practices from 20+ Executives. Toolkit: Customer Journey Toolkit.

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

ClientSuccess

One of the most visible differences between the two roles is the amount of time spent dealing with customer interactions and engagement. CSMs are responsible for the entire lifecycle of a customer relationship and often act as an overarching project manager for onboarding, implementation, training, and ongoing value.

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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. This is part 3 in a 5-part series. CX Lags Behind.

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How to Overcome the Pain Points of Your CRM

The promise of a CRM ( customer relationship management ) led organizations to believe each could digitally transform its businesses through tracking touchpoints throughout the buyer’s journey. It’s no secret, only 13% of salespeople are satisfied with their CRM. The result?

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2021 Budget Planning: 3 Reasons Why a Customer Success Platform Needs to Be Included

ClientSuccess

For customer success teams, working from home while managing customer relationships remotely identified gaps – and opportunities – in internal processes that a customer relationship management platform can help address. Check out some of these additional resources: Toolkit: Customer Success Trends.

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How Better Customer Relationship Management Can Increase ROI

ClientSuccess

If you are a customer success team leader or a CSM, you spend your days establishing and nurturing customer relationships, so obviously you realize how important they are to the ongoing success of your organization. What is customer ROI? Increasing ROI with better customer relationship management.

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How ZoomInfo Enhances Your ABM Strategy

For marketing teams to develop a successful account-based marketing strategy, they need to ensure good data is housed within its Customer Relationship Management (CRM) software. Download this eBook to learn how to start improving your marketing team's data!