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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

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.

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

ClientSuccess

While Account Executives (AEs) have been managing customer accounts for many years now, the rise of the Customer Success Manager in the SaaS space has created some overlap – and confusion – between the two roles. eBook: Customer Success as a Culture: Sales Leaders Edition.

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What is Inbound Lead Generation? A Complete Guide

SurveySparrow

A lead is a potential customer in the early stages of the customer journey , showcasing a level of engagement that warrants further exploration and cultivation. It is a foundation for businesses to initiate meaningful interactions, ultimately converting this interest into a lasting customer relationship.

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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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Best Customer Onboarding Experiences

ClientSuccess

Many onboarding teams turn to automated onboarding software or customer relationship management platforms to help manage and organize the onboarding process. The sales onboarding process is a key factor in establishing long-term customer loyalty and building a strong customer relationship.

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Best Customer Onboarding Experiences

ClientSuccess

Many onboarding teams turn to automated onboarding software or customer relationship management platforms to help manage and organize the onboarding process. The sales onboarding process is a key factor in establishing long-term customer loyalty and building a strong customer relationship.