About sharing information strategically
Customer Success is about sharing information strategically.
Think about it: one of the many roles of a CSM is to be a bridge between customers and internal teams.?
Taking information from one side and passing it over strategically to the people or the departments that can use that information purposefully is vital for a great customer experience overall.
1). How can you find out relevant information about your customers?
There are several options:
Information is always available if you know where to look for it and how to ask for it. However, it is not enough to gather information; you should also strategize how you share it.
2). How can you structure the information?
3). How can you share it?
It's always a good idea track of what was sent and when and through which channel; having it all written down, even if the information was shared by phone, helps avoid potential misunderstandings.
Digital Customer Success Manager @ insightsoftware
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