Force Equals

CEOs, Founders, CTOs and sales leaders get way too much credit. I believe Customer Success Managers (CSMs) are the most important role in any SaaS organization by a wide margin and unfortunately they are massively undervalued. CSMs have a finger on the pulse of SaaS like no other role. Can we even list all the things CSMs do to win, retain and save customers? Here is my start: - Become a "go to" product expert -Train Customers on product - Support Implementation and golive - Highlight quick wins - Consult on strategy - Fnd product work arounds when the product doesn't work - Survey Customer Satisfaction - Monitor product usage - Update customers on new functionality - Provide Product teams the list of prioritized product feature requests for roadmap consideration - Manage customer expectations on future roadmap timeline realities - Predict renewal behavior - Share company vision with customers - Monitor changes in customer strategy - Monitor and support integrations to 3rd party products - Understand the ecosystem of products beyond the integration edge - Highlight potential risks from changes in ecosystem deployed at customers - Meet with clients bi- weekly - Brief sales and execs on the truth in the account - Point of contact to engage customer for meeting and events - Identify expansion opportunities - Drive growth expansion presentations - Drive invites and attendance to webinars and live events - Travel to meet customer teams - Own the QBR - Execute growth sales strategy - Manage expansion contracts - Break the news to sales and execs when there is churn risk - Break the news when churn is happening - Manage ever changing priorities in GTM through to the customer - Accommodate and execute never ending changes in account assignments and segmentation strategies - Support user conferences - Perform customized demos for sales reps - Win renewal commitments - Manage Renewals What did I miss? Pease comment and help me complete this list. #CustomerSuccessManager #CSM #SaaS #Hero Force Equals

What’s the best part of a sales rep’s day? Working the real deals! Discovery calls, building custom solutions, running demos, crafting ROI, creating killer proposals, negotiating, and finally hitting that “close” button! ?? But here’s the thing: none of that happens without the hardest part—prospecting. Cold outreach, endless follow-ups, hunting for the right contacts. It’s time-consuming, it’s draining, and it demands grit. Now imagine a 24/7 solution bringing warm, timely introductions straight to your target accounts—no hoping for inbound, no waiting on SDRs, no chasing marketing alignment. Just warm intros, right when you need them, time after time. Think about how much more you could do if you could focus more on what you do best. Curious? Let’s chat. https://www.forceequals.ai

Force Equals is about helping sales professionals and customer success professionals win and add value both short term and long term in their careers. #Sales, #CustomerSuccess, #SDR, #TrustedAdvisor

Welcome to Force Equals! We are launching something new that we believe is important for B2B sales and B2B customer success and service professionals. Force Equals helps sales professionals dramatically accelerate sales cycles into target accounts, and we help Trusted Advisors offer incremental value and gain greater influence with their customers, while helping everyone dramatically increase their income. Check us out: https://www.forceequals.ai #Sales, #CustomerSuccess, #Prospecting