Basic CSM – Stakeholder Management

Customer Success Management is one of those roles that sits in the middle of many existing duties. It takes aspects of each of them (and more) and re-utilizes those aspects for its own purpose – that of assisting the customer to attain its desired or required outcomes...

Basic CSM – Meaningful KPIs

Customer Success Management is one of those roles that sits in the middle of many existing duties. It takes aspects of each of them (and more) and re-utilizes those aspects for its own purpose – that of assisting the customer to attain its desired or required outcomes...

Basic CSM – Data Analysis & Reporting

Customer Success Management is one of those roles that sits in the middle of many existing duties. It takes aspects of each of them (and more) and re-utilizes those aspects for its own purpose – that of assisting the customer to attain its desired or required outcomes...

PulseLocal OC: CS Operations “How-To Happy Hour”

Customer Success Operations, aka CS Ops, is the hottest ticket in town. Everyone wants to know when to start it, how to start it, who should do it, why CS needs it…and even, what the heck it IS! Come join this *CS Ops Interactive Workshop* as we solution with YOU...

PulseLocal OC Virtual: How-To Happy Hour

THIS MONTH’S EVENT IS VIRTUAL AND WELCOME TO EVERYBODY! Join us for a lively “How-to” Happy Hour session sponsored by Gainsight! This podcast-style interactive “show” where we dish and discuss with YOU all things Customer...

PulseLocal OC: “How-To” Happy Hour series

Join us for a lively “How-to” Happy Hour session sponsored by The Irvine Company! This podcast-style interactive “show” is hosted by me, Dana Soza, your Chapter President, and my co-host Kathy as we dish and discuss with YOU all things Customer...