The Customer Success Wiki Search Results

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Welcome to Customer Success

Having worked closely with numerous clients and witnessed their success stories, I want to share my insights on how individuals can embark on a fulfilling career in customer success. Customer success revolves around ensuring that customers achieve their desired […]

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Before You Buy a Customer Success Tool

There is no easy button in Customer Success. No matter how amazing a CS tool is, YOU have to put in the work to get it there. Read below to learn what to do BEFORE you buy a Customer […]

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Customer Success Certifications

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One of the most common questions submitted by newcomers to The Customer Success Forum on LinkedIn is: “What are the best certifications for an aspiring customer success manager?”  The intent of the question is very clear:  What will help […]

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Definition: The Customer Success Organization

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The Customer Success Association has been conducting research into the evolution of Customer Success organizations since 2010, focusing on the Strategy, Process, People and Technology aspects of CS teams all around the world.  This includes such factors as reporting […]

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Procedure: The Transition From Sales to Customer Success

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The following Procedure was written for a standard process found in B2B software firms to cover the transition in account leadership from Sales to Customer Success. Not every company will have all of these roles or steps in the […]

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