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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

Adoption Planning Tools Part One

Part 1 of 3 of a discussion about adoption planning tools. This part provides an overview of the tools and then focuses on general adoption requirements and on capabilities and processes. Adoption Planning Tools: Existing Tools Adoption Planning Tools: General Adoption Requirements Adoption Planning Tools: Capabilities & Processes