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The Effective way to Sales, Customer Success, and Implementation Handoff

CustomerSuccessBox

A seamless handoff from sales to customer success to implementation is necessary to deliver the promised early value. CS professionals must have felt the grunt of a bad transition from Sales to Customer Success. Why are Sales to CS handoffs a tricky stage? The first step after a sale is successful is onboarding.

Sales 52
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The Supervisor Cadence – Does It Drive the Wrong Behavior?

CCNG

Some sales organizations utilize email “cadences” to drive their business development efforts by utilizing a certain order of pre-programmed emails in the quest for increasing sales. Because the culture hasn’t been re-engineered for the remote environment, the agent doesn’t feel emotionally engaged and is lonely.

Coaching 195
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Assured Fire and Security Boosts Growth with BigChange Mobile Tech

CSM Magazine

Using live linked mobile devices running the BigChange app, Assured has increased engineer productivity, reduced operational costs and improved management visibility of the field service operation. “From the first demo to a call to the Roadcrew support team at 3 in the morning, I just love everything about it. .”

Finance 52
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How to Write a Tier 2 Support Job Description + 5 Examples

Help Scout

Triaging technical tickets and bugs before they are sent to our engineering team. Advising new users on appropriate implementation of technical products. Developing new strategies and building internal processes that help make your support team's work easier. Training team members on how to resolve technical issues.

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2024 Expectations: The forefront of the next generation of customer success

Totango

Most expect to see CS emerging as a growth engine. Human expertise, along with AI technology, transforms CS into a significant growth engine for their companies. For many companies, the CSM role has become a catch-all for various tasks – from renewals and billing to technical support.

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Ten Examples of Client-Facing Roles

CSM Magazine

From customer service agents to sales professionals, there are many types of client-facing roles in the workforce. Customer Service Representative (CSR) Customer service representatives provide customer support to help customer needs and concerns. Below are 10 examples of client-facing roles that exist in various industries.

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A Content Strategy that Can Help Close Sales

Mindtouch

But we also recognize that the economic health of any company very much depends on a sales team that can close deals. To propel prospective customers from the product validation phase through the purchasing phase and beyond, agents (sales and support) need tools that help them deliver the right product content at just the right moment.

Sales 48