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|

The Customer Research Checklist Tool Part Three

Third of four parts of a discussion about how to use the Customer Research Checklist Tool as a template for performing preparatory research for a new customer engagement. This part discusses the Initiative and Stakeholders tabs. The Customer Research Checklist Tool: Initiative Tab The Customer Research Checklist Tool: Stakeholders Tab [...]

PracticalCSM2022-10-12T20:09:18+01:00Categories: Level 2, Phase 1: Preparation|Tags: Analysis, Checklist, Customer, information, Initiative, Research, template, tool|