Remove blog sales-playbook
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Be Sure Your CSM Team Has These 5 Playbooks

ClientSuccess

Playbook Vectors by Vecteezy. For customer success teams, playbooks are invaluable tools to help them save time and be more efficient in their customer interactions. Playbooks consist of a series of actions, next steps, and tactical items that can be used to help customers achieve their goals or objectives in a scalable manner.

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Customer Success + Sales = Revenue Retention: Insights from Totango Leaders

Totango

If you asked your customer success (CS) and sales leaders this question, what do you think each of them would say? Revenue retention hinges on the collaborative efforts of CS and sales teams as they collectively shepherd customers throughout the lifecycle journey, from acquisition to retention and expansion.

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3 ways to effectively scale your CS operation

Totango

Do you have a renewal playbook?” This may require multiple maps as standards evolve over time, yet it should always include touchpoints with sales teams at regular intervals – these will enable you to embed account plans into the mapping process so roles stay clear and alignment remains strong. Start there!

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Hey, partner! Introducing new programs for app and service partners

Intercom, Inc.

For partners who have invested in building quality apps for our mutual customers, the program unlocks new sales and marketing opportunities, plus more technical benefits, to enable you to get maximum value from your app. We’ll also offer resources to help your sales team do the same. Example sales one pager.

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Playbooks for Customer Success Promote Satisfied Clients

Totango

Playbooks for customer success managers help drive processes that promote winning client outcomes. Building automation into playbooks helps the customer success team produce repeatable, winning results for clients at every stage in their customer journey. What Is a Customer Success Playbook?

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John Lewis - what went wrong?

The Customer Service Blog

John Lewis is a company I have mentioned numerous times in my blog over the last few years. In fact one of the very first articles in this blog - way back in 2016 - was about them (you can read the article by clicking here ). After all, this entire blog is about customer service! Darren Bugg Editor, The Customer Service Blog.

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The Digital Onboarding Process Decreases Your Implementation Timeline

Totango

By following the steps outlined below, CS teams can ensure a simple and efficient onboarding process: Share sales data with the CS team to ensure a smooth handover . Develop playbooks for your team to standardize your approach. Share Sales Data with the CS Team to Ensure a Smooth Handover. Get started for free today.