BECOME WHOLESOME
Remove your reasons to panic as a CSM:
Know what to do:
Avoid overwhelm by always knowing the next best action. Let the data think for you.
Know what you did:
Connect the dots between actions and results, and learn where to put your effort to make the most impact.
Know if it was your fault:
Start collecting data on churn reasons, and learn that churn is not always the CSMs fault.
DYNAMIC LISTS
First things first.
- Finally get control of your day.
- Prioritise customers based on health, journey stage, or other events.
- Time management backed by data.
INTEGRATIONS
No more tab switching
- Analyse all customer data in one place.
- Report success to management.
- Align Sales, CS, and Support once and for all.
IMPACT METRICS
Less blame. More praise.
- Prove to management why Customer Success matters.
- Look at churn objectively without blaming.
- Track how you develop in your role.