How to create SUCCESS PLANS that don't SUCK
First published
02/10/2023
Genres:
business
Summary
Most Customer Success Managers focus on perfecting the art of creating a success plan in order to maximize value for their customers, increase adoption, and ensure the renewal.In this podcast episode, Senior CSM at BuyerAssist, Dhananjay Tate, shares his perspectives on how he treats his success plans as a MUTUAL undertaking.During the creation of a success plan, DJ aligns himself with his customers to better understand their business problems as well as their desired outcomes. As a result, h...
Duration
Parent Podcast
CSM Practice - The Customer Success Podcast
View PodcastSimilar Episodes
How to Optimize Your Business Plan with Irit Eizips
Release Date: 03/29/2021
Description: Irit is the Chief Customer Officer and CEO at CSM Practice, an organization which has helped companies increase retention, improve customer satisfaction, grow customer ethicacy, and bottom lines. She has retained the title of top customer success and CX strategists for multiple years, since 2013.
Explicit: No
The Surprising Productivity Tips Every CSM Needs to Know
Release Date: 03/08/2024
Description: Step into the world of Customer Success Management with our CSM Practice Podcast episode: "The Surprising Productivity Tips Every CSM Needs to Know." In this engaging session, Bhavika Kochar, CS Ladies founder and community builder, shares her evolution from managing 45 to 300 accounts. Her journey, enriched by pursuing a Master's in Engineering Management at Duke University, epitomizes the spirit of a multifaceted professional. Learn how Bhavika leverages Excel, VBA, Tableau, and Zapier for deep data insights and explores the significant impact of automation in enhancing CSM operations.Episode Highlights:Bhavika's strategic scaling of account management.The critical role of self-care and prioritization.Insights into using analytical tools for smart decision-making.The transformative effect of automation on customer success workflows.Actionable strategies to amplify your CSM productivity.This episode delivers a wealth of productivity tips and expert advice, ideal for CSM professionals at any stage of their career. Bhavika's commitment to mentorship and community support, combined with a practical approach to CSM tools and automation, offers listeners a roadmap to professional development and improved customer success management.Elevate your CSM strategy by applying these groundbreaking insights.Watch the full episode here: https://youtu.be/ivXl-Un9bF0#CSMPracticePodcast #CustomerSuccess #ProductivityHacks #CSMTools #Automation #ContinuousImprovement #ProfessionalGrowth◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️Additional Resources:📑 Read: How to Prove Value to Customershttps://bit.ly/49gtLUb📑 Read: How to Learn from Churnhttps://bit.ly/48Xol0z🎥 Watch: What it takes to become a Rising Star CSM finalisthttps://youtu.be/YuvqG-ZiLWY◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Build Your CS Strategy — If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice📌 Sign up for our Newsletter
Explicit: No
Customer Success CAREER DEVELOPMENT Path
Release Date: 11/11/2022
Description: In today's competitive market, many people are considering the next step in their current organization or are in search of a new role. They may also be considering entering the customer success profession as a career or wondering what their next steps will be in their customer success careers.Join Irit Eizips, CEO of CSM Practice, and Maranda Dziekonski of Swiftly, as they talk about CSM career development and ways to further improve the skills needed for a Customer Success Manager career track.In this video, you will learn:What skills to look for when hiring a Customer Success ManagerWhy having the right attitude mattersWhat the ideal CSM attitude isCareer Path Pros and consCareer Paths to considerListen to this podcast episode to get a full understanding of CSM Career Development Path.◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️Additional Resources:📑 Blog: 3 Interview Tips for Hiring Customer Success Managershttps://bit.ly/3uSkSBP📑 Blog: Customer Success Career Developmenthttps://bit.ly/3OZzHcA⏬ Infographic: Four Key CSM Role Profiles you want to hire forhttps://bit.ly/3wBN4JE⏬ Infographic: The 10 Skills of Highly Effective CSMshttps://bit.ly/49UTUZe◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Build Your CS Strategy — If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice📌 Sign up for our Newsletter
Explicit: No
What You Don't Know About Customer Success Career Paths - Deltek Does!
Release Date: 06/07/2024
Description: Dive into the depths of the Customer Success career path and uncover career development insights with Christine Boermeester, Senior Director of Customer Success at Deltek, on this enlightening episode of the CSM Practice Podcast. Christine, a true mastermind in the CS domain, shares her invaluable experience with Deltek's groundbreaking approach to establishing a clear career framework for CSM teams. This episode is a goldmine for tech CEOs and SaaS leaders, offering:KEY HIGHLIGHTS- Discover how Deltek's innovative career development framework brings enhanced clarity and motivation to their CSM team. - Gain access to Christine's expert strategies for integrating competencies with career advancement — essential knowledge for both CSMs and executives.- Explore the transformative power of a well-defined career path in fostering team cohesion and nurturing a vibrant company culture. Click here to watch the interview on YouTube.ABOUT OUR GUESTChristine Boermeester, Senior Director of Customer Success at Deltek, has championed exceptional customer experiences and honed her expertise in building global customer success teams over her 20+ years with the company. She believes that proactively nurturing customer relationships, ensuring ease of doing business, and supporting and developing her employees are key to elevating both the customer and employee experience, leading to increased growth.🔗 You may connect with Christine via LinkedIn: https://www.linkedin.com/in/christine-boermeester-9315472/#TechLeadership #SaaSSuccess #CustomerSuccessManagement #CareerGrowth◾️◽️◾️◽️◾️◽️◾️◽️ADDITIONAL RESOURCESWomen in Customer Success Podcast - https://www.marijaskobepilley.com/podcastWomen at Work Podcast - https://hbr.org/2018/01/podcast-women-at-work◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Build Your CS Strategy — If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice📌 Sign up for our Newsletter
Explicit: No
Similar Podcasts
CSM Toolbox
Release Date: 03/30/2021
Authors: Isabel Ruiz
Description: Welcome to CSM Toolbox with Isabel Ruiz. In each bi-weekly episode, we'll hear from experts in Customer Success, Product, Community Management and Marketing to name a few and learn more about their journey and insights.So, what's in your toolbox?
Explicit: No
Tanuki Talks
Release Date: 08/12/2020
Authors: Tanuki Talks
Description: Tanuki Talks is a Customer Success podcast hosted by real-live GitLabbers on the Customer Success team.
Explicit: No
Trust Me, I'm a CSM
Release Date: 11/15/2021
Authors: William Belcher & Valerio Bianconi
Description: Trust Me, I'm a CSM is a light-hearted yet insightful take on all things Customer Success. William Belcher and his co-host Valerio Bianconi speak to the brightest minds in the field and debate some of the toughest conundrums CSMs and their colleagues face in the world of enterprise software.
Explicit: No
Talking Customer Success
Release Date: 08/21/2020
Authors: Thomas Connery
Description: Building a consistent customer success practice is something I believe differentiates a growing company from a thriving company and that customer advocacy isn't only about building attitudinal loyalty, it's about doing the right thing for your customer in order for them to meet or exceed their desired outcome. Hi, I'm Tom Connery. Talking Customer Success was created to promote the value of customer success within the enterprise and small business. Support this podcast: https://podcasters.spotify.com/pod/show/talkingcustomersuccess/support
Explicit: No
CSM Successcast
Release Date: 08/17/2020
Authors: CSM Successcast
Description: A regular podcast about the Customer Success profession.
Explicit: No
TheySaid: Real Strategies for Customer Success
Release Date: 01/13/2021
Authors: TheySaid
Description: On this podcast, you’ll hear from forward-thinking leaders about the Customer Success strategies that matter most. Welcome to the no-fluff podcast for Customer Success. Powered by the team at TheySaid.
Explicit: No
Customer Success Australia Meetup
Release Date: 09/03/2021
Authors: Sam Quirke & Simon Trenker
Description: Customer Success Australia is focused on connecting the Australian based Customer Success community to foster a culture of support, learning and growth.Join us on Meetup: https://www.meetup.com/en-AU/customer-success-australia/LinkedIn: https://www.linkedin.com/company/customer-success-australia-meetup/YouTube: https://www.youtube.com/channel/UCuUyJ9m-iAq5pRFSsktcNaQ
Explicit: No
Marketing Experience
Release Date: 04/15/2021
Authors: Buck Bashirian
Description: Marketers who put the customer at the center of their marketing strategy and focus on improving the customer experience through engagement practice customer experience marketing.
Explicit: No
Customer Success by Lui
Release Date: 04/29/2021
Authors: Lui von Holleben
Description: Seu Podcast de perguntas, respostas e ideias sobre Customer Success (CS), por Lui von Holleben, autor do livro "Estruturando Customer Success".
Explicit: No
Coffee and Chat with Subhadeep
Release Date: 09/09/2021
Authors: SUBHADEEP MUKHERJEE
Description: This channel is dedicated to Customer Success, Understanding the value of Customer Success, journeys, adoption, customer experience and more!! Each episode will be for 20-30 minutes, where the host - Subhadeep would be talking to one of the Leaders, Customer Success Managers, Account Managers, Sales Executives and get to know their journey and views on Success.
Explicit: No
SuccessAF
Release Date: 04/04/2021
Authors: Customer Success Podcast
Description: Welcome to SuccessAF! This Customer Success podcast series will explore a variety of Customer Success topics and challenges. In these short, insightful discussions and interviews we will also explore multicultural nuances that influence Customer Success offerings.
Explicit: No
Between Two Churns
Release Date: 09/25/2020
Authors: inSided
Description: Welcome to The inSide Scoop on Customer Success, brought to you by inSided. The inSide Scoop aims to bring you the latest in thought leadership and industry insights around customer success, as well as everything you could possibly want to know about online communities. inSided builds customer success community platforms that drive customer engagement, product feedback and ideation and customer self service. www.insided.com
Explicit: No