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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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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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Best Customer Onboarding Experiences

ClientSuccess

From the customer side, onboarding typically involves hours or even days of training, meeting new team members, and trying to figure out why a leadership team even invested in a new solution to begin with. . For CSMs and training managers, onboarding can often be chaotic, messy, and even frustrating.

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Best Customer Onboarding Experiences

ClientSuccess

From the customer side, onboarding typically involves hours or even days of training, meeting new team members, and trying to figure out why a leadership team even invested in a new solution to begin with. . For CSMs and training managers, onboarding can often be chaotic, messy, and even frustrating.

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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

How your team manages these relationships will also depend on the way your customer success organization has developed high-touch or low-touch customer relationships. eBook: Customer Success as a Culture: Sales Leaders Edition. Toolkit: Sales, Marketing & Customer Success Alignment Toolkit.

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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.