Assess your Customer Success Technology needs!

Here’s an interactive assessment to assess your customer success management system needs. Download this assessment to help you decide the following…

• Which CSM System you need based on what work you do
• Why you need that specific system and why you may need it now
• When you need to implement it, change systems or update your existing system
• How you go about doing each task

Why should you use our needs assessment for a CSM system?

Well, it’s simple… we know Customer Success Tools. We’ve helped companies implement them, maintain them and optimize the setup. We took this knowledge to develop this checklist to help you see whether now is the right time to consider a new system.

What will this Checklist help you achieve?

1. How to research the ways a CSM system will integrate with your business’s existing CRM system.  
2.  Understanding how to not only use the system, but MAXIMIZE its use. 
3.  Considering what happens to the CSM system when your team scales up.  
4. Implementing procedures so that team members can readily access, input data, and save. 
5. Getting the executive sponsor/executives to realize the need for this research, understanding, and spending.

If you want to maximize your investment in your current or future customer success system, this assessment is definitely for you!Need help in optimizing your Customer Success strategy? Reach out to CSM Practice now!