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PCSMA Module 2 Workbook 2

Download This workbook explains how Customer Success Managers prepare and present a Customer Success Engagement Proposal. It focuses on defining the scope of the engagement, clarifying responsibilities between the supplier and the customer, and setting expectations for how the initiative will be managed. The material also discusses how tools such as RACI matrices and [...]

PCSMA Module 2 Workbook 1

This section introduces the fundamentals of how businesses operate and why Customer Success Managers need a basic understanding of business concepts. It explains why businesses exist, how they create value for their owners and other stakeholders, and how revenues, costs, and profits are calculated. The workbook also explores how companies generate value for customers [...]