Customer relationships Customer Success Document Sales 
Totango
APRIL 4, 2024
If you asked your customer success (CS) and sales leaders this question, what do you think each of them would say? Revenue retention hinges on the collaborative efforts of CS and sales teams as they collectively shepherd customers throughout the lifecycle journey, from acquisition to retention and expansion.
Education Services Group
MAY 28, 2021
Let’s talk Customer Success Plans. What’s a Customer Success Plan, you ask? Well, let’s just say it’s the wind beneath your customer’s wings. It’s the recipe for their success. My amazing metaphors aside, Customer Success Plans are essentially the “what” and “how” of delivering on your CS strategy.
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Education Services Group
AUGUST 16, 2022
Customer Success Plans are key to starting your customer relationships off on the right foot. They’re a great way to demonstrate to your brand new customers that “you’ve got this.”. CS Plans can also help ensure that the handoff between sales and CS goes nice and smooth.
Amity
NOVEMBER 14, 2018
The sales to customer success handoff is one of the most important intersections in the customer journey. It can make the difference between successful product adoption or a churn risk waiting to happen. This article was originally published on WnTD's blog. Create a consistent internal communication process.
SurveyGizmo
MARCH 12, 2021
One of the biggest pain-points for most sales teams is the hand-off from sales to customer success or account management. Especially if all those notes aren’t documented in your CRM? Which results in customers feeling like they must start all over again or they haven’t been heard.
Gainsight
DECEMBER 21, 2023
For a long time, proactive vs reactive was a common debate among Customer Success professionals. Now, the verdict is in, and everyone agrees that proactive Customer Success Managers (CSMs) are best positioned to drive value and deliver a better customer experience. Control over the customer experience.
Amity
OCTOBER 18, 2017
Customer Success teams interact with many cross-functional departments, building and maintaining relationships from Support to Account Management. But few relationships have more impact on future customer success than the one between Customer Success and Sales.
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