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?
How to research the ways a CSM system will integrate with your business’s existing CRM system.
Understanding how to not only use the system, but MAXIMIZE its use.
Considering what happens to the CSM system when your team scales up.
Implementing procedures so that team members can readily access, input data, and save.
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!
What Innovative Use of Technology landed Yair the CS Excellence Award in 2022
If you're a Customer Success professional who often works with customers to upgrade their technology to a more recent version, and you wish you could do this process in a more scalable and faster manner – this video is for you!
Overcoming Technology ADOPTION Challenges
Learn what an effective Technology Adoption Strategy really entails, and discover what questions an organization should be asking itself when usage begins to drop off.
Customer Success System Assessment
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?
How to research the ways a CSM system will integrate with your business’s existing CRM system.
Understanding how to not only use the system, but MAXIMIZE its use.
Considering what happens to the CSM system when your team scales up.
Implementing procedures so that team members can readily access, input data, and save.
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!
What Innovative Use of Technology landed Yair the CS Excellence Award in 2022
If you're a Customer Success professional who often works with customers to upgrade their technology to a more recent version, and you wish you could do this process in a more scalable and faster manner – this video is for you!
Overcoming Technology ADOPTION Challenges
Learn what an effective Technology Adoption Strategy really entails, and discover what questions an organization should be asking itself when usage begins to drop off.