Category: Customer Success

  • Customer Service Key to Customer Success

    Early Thursday morning I was sitting outside with my wife having coffee and commenting on how I’d have to cut the lawn when my son walked out to say good morning. I saw an opportunity. “Buddy, how would you like to make some money?” We spent a little time negotiating and agreed to the price […]

  • Our CSM The Hero

    Our CSM The Hero

    I was just on LinkedIn and saw a post about a CSM who came to the rescue. It’s a typical story (unfortunately). A customer calls in and says “The software sucks.” “I’m tech savvy, I can’t figure it out and I don’t think it meets my needs. “ In this situation, the Custome was writing […]

  • CSM’s Daily Work

    I’m currently reading “The Customer Success Professional’s Handbook” by Ashvin Vaidyanathan and Ruben Rabago. It’s part of my summer reading list. I just finished chapter 3, A Day in the Life of a Customer Success Manager. I’ve been working in Customer Success for the last five years and realistically have been doing aspects of the […]

  • Delivering Customer Success

    Customer Service is a fundamental principle to Customer Success. Ensuring a customer is heard, listened to, and delivering to meet the customer’s needs is essential to providing great customer service and ensuring customer success.  One of my earliest memories of learning about customer service growing up in a small town in North East Pennsylvania was […]

  • CSM Summit 2022 – James cook

    I like how James set up the conversation so much that I decided to take notes and publish my thoughts on his presentation as I listen to it. He starts talking about high performance and focuses on Mindset. Gain the confidence to run our role well and then goes into defining what CSM Energy is […]

  • Customer Contact KPI

    When looking at the health of a customer there are many key factors to consider about the customer journey and all the various KPIs for measuring churn, CSAT, retention rate, etc. But once a customer is operational and stable, it’s easy to start losing the tight relationships that were built during onboarding and stabilization of […]