65 CSM Best Practices

CSM Best Practices

1. Operational rigor with discipline?

2. Business process improvement

3. Collaborative strategic plans customer’s outcomes

4. Expert platform solutions tech intensity

5. Drive short-term, focus on long-term strategy

6. Deep understanding of customers’ business

7. Help to increase the company’s valuation

8. Increase the gross renewal rate

9. Responsible to target the 99% renewal

10. Ensure predictable results

11. Drive proactively adoption

12. Define the success plan objectives

13. Demonstrate constantly value

14. Make sure that the customer gain value ?

15. Set clear objectives for the given period

16. Set specific usage goals

17. Manage priorities, workload efficiency

18. Monitor metrics KPIs

19. Review customer dashboard

20. Turn customer signals into coordinated actions

21. Drive to real value, usage isn’t value, customer success

22. Articulate usage dynamics

23. Make sure that customers gain value

24. Orchestrate processes across customer-facing teams ?

25. Mitigate risk efficiently and effectively

26. Get creative tactics

27. Expand organic upsell

28. Reducing time to value

29. Responsive and execute quickly

30. Drive cross-functional coordination

31. Build the relationship and earn the trust

32. Acquire new customers through word of mouth from existing customers

33. Communicate, captive, influence, inspire

34. Coach, train educate

35. Connect to the authentic emotional link

36. Capture the mindshare

37. Share positive energy vision

38. Asking powerful questions

39. Listening effectively

40. High touch relationships

41. Regular touchpoints

42. Anticipate future request think forward

43. Manage escalations, mobilize resources

44. Develop consistent process, best practices

45. Highlight success stories that the metrics reveal

46. Believe into tangible results

47. Empower the customer

48. Demonstrate the value

49. Push customers intellectually

50. Empathy discovering emotional assignment

51. Anticipate work upfront

52. Voice of the customer, provide the right information internally

53. Implement improvements in cross-functional processes

54. Collaborate closely with sales, service operations, product marketing

55. Enable feedback

56. Scalable product asset, community, content, automated outreaches

57. Positive reinforcement

58. Up-to-date notes, playbooks, testimonial, CRM

59. Lead conversations, QBR, business reviews

60. Meet new executive sponsors

61. Plan to check in with executives on a regular cadence

62. Drive the right actions with step-by-step playbooks

63. Model complex customers use cases

64. Reflect the value of the global solution

65. Value as a Service