Why Is Your Customer Success Role Incredibly Important?

Why is your Customer Success role incredibly important? The funny thing about technology is it can have a tremendous impact on productivity and effectiveness, yet it can also be a real source of fear and frustration. And with the rapid pace of technological change, many organizations are struggling with how to make software a real[…]

4 Things You Should Do To Develop a Proactive, Confident CS Team

4 Things You Should Do To Develop a Proactive, Confident CS Team When we ask clients what they most want to have as an outcome from Customer Success (CS) training, they often indicate that they want their CS team to be more confident when working with customers.  They want customer success staff to be more[…]

Giant Puxzle Pieces

The Very First Question a Customer Success Team Needs to Ask

If you are like many customer success managers, you are probably extremely focused on the question, “Will our customers be successful with OUR software”.  You and your team probably ask yourselves what you, as a customer success professional, need to do to ensure the customer is successful using your product. But there is a more[…]

The Two Questions CSMs Should Ask in Every Meeting

The Two Questions that Customer Success Managers Should Ask at Each and Every Client Meeting Many Customer Success Managers (CSMs) struggle with lacking the confidence, or the experience, to have the most effective conversations with their clients. They tend to get nervous or uncomfortable with asking clients about business issues and discussing what it will[…]

The World Cup, Software Adoption and Customer Success

The most amazing thing happened after recent World Cup game. The Japanese spectators all cleaned up after themselves in the stadium. Many of them had even brought their own trash bags to make sure that they could leave the place spotless. When have you ever heard of such a thing happening at the sports events[…]

Lessons from roommates & houseguests

The rise of the digital workplace is changing how people collaborate and conduct work, forcing us to reexamine a lot of assumptions and rote behaviors. We need to rethink both how we work and how we impact others’ work. This got me thinking that we can learn a lot about how to drive effective digital[…]

3 Steps to Build Better Customer Success Relationships: “The Go-Slow to Go-Fast Approach”

Many well-intentioned CS professionals are so focused on the details of their product or service, and are in a rush to get the customer to cover a lot of information, they skip the critical relationships-building tasks that form the foundation for a strategic, trusting relationship. As a result, clients are cautious and hesitant to engage[…]