Information to Research Part One

We will be closed on Dec 24, 2024, and will reopen on Jan 6, 2025. A skeleton support crew will be available during this period.

Information to Research Part One

First of two parts of a discussion about what types of information or data a customer success manager should consider research and documenting when faced with a new customer engagement. This part covers information relating to customer, solution, outcomes and the customer's initiative. Information to Research: Customer Information to Research: Solution Information to [...]

PracticalCSM2022-10-12T20:04:37+01:00Categories: Level 2, Phase 1: Preparation|Tags: Analyze, Customer, data, Document, Initiative, outcome, Research, solution|

Information to Research Part Two

Second of two parts of a discussion about what types of information or data a customer success manager should consider research and documenting when faced with a new customer engagement. This part covers information relating to stakeholders and capabilities. Information to Research: Stakeholders Information to Research: Capabilities

PracticalCSM2022-10-12T20:05:31+01:00Categories: Level 2, Phase 1: Preparation|Tags: Analyze, Business, capabilities, Customer, data, Document, Research, stakeholder|