Grant Horvath的动态

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Insurance Sales Manager @ Homebot | 4x Top Producing Rep | Amateur Golfer

Sales and Customer Success may be on different sides of a deal. But great AEs and CSMs do a surprising amount of the same activities... Here are 3: 1 - Developing Champions Behind every great account there are champions that help push things forward and drive value creation. Champions help with building business cases, give updates during implementation, secure upsell/renewal opportunities, and keep you aligned with leadership's vision. I've been a CSM and an Enterprise AE in SaaS. Constant contact with champions changed the way I did business. 2 - Prioritizing Accounts Without the right priorities in mind, a CSM transitions to being purely reactive real quick and an AE kills their chances to go deep on target accounts. Across the board, creating a meaningful way to score your accounts and developing the right messaging is the key to winning on the sales and CS side. I've been on both sides of the fence before and making the move to actively prioritizing accounts with big time growth/upsell opportunity is what landed me an Enterprise selling role. And yes, I transitioned to that role directly from the CSM role. 3 - Building Meaningful Account Plans Probably the best companies I've had the pleasure to work with have Account Plans that are shared by the AEs, AMs, and CSMs. They set what the main priorities are for the year, which internal resources to leverage, and the steps needed to get to the final result. Great CSMs will learn how to develop account plans that drive new revenue/renewals and great AEs will build out account plans that embrace the consultative mindset of a CSM.

Cameron Sheak

Sr. Manager, Customer Success @ Flight Schedule Pro | 10+ Years in Customer Success and New Partnership Acquisition

1 个月

Spot on as always, Grant!

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