Nail the Handoffs

In the Customer Success world, the idea of handing-off a customer from one group to another is a big deal. Whether it’s from Sales to Onboarding or Onboarding to Customer Success, these handoffs can make or break the customer’s experience with you. I’ve even written about the less-often-discussed nailing of handoffs between Customer Success Managers (CSMs)

Customer Success for Hardware Companies

For many companies, implementing “customer success” processes and capabilities is a relatively new concept. SaaS companies have been the early adopters of institutionalizing customer success as a core function – Customer Success Managers at SaaS companies are focused day-to-day on driving renewals, increasing up-sell and cross-sell revenue, and managing their customers more proactively and efficiently.

3 Ways to Improve Customer Success Manager Transitions

If you’ve ever had – or ever will have – turnover in your Customer Success Management organization, this article will help you improve the transition from one Customer Success Manager to another, ensuring your customers have a seamless, painless experience. In the Customer Success industry, we frequently talk about nailing the handoffs from group to