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PCSMA Module 7 Workbook 2

Download This section focuses on how Customer Success Managers support and manage the customer adoption process. It explains how to plan, monitor, and guide adoption activities to ensure that customers begin using the solution effectively and consistently. The workbook also highlights the importance of identifying adoption barriers, supporting user engagement, and maintaining alignment with [...]

PCSMA Module 7 Workbook 1

Download This section introduces Phase 5 of the Practical CSM Framework, Adoption Planning. It explains how Customer Success Managers design and coordinate structured plans that guide customers through the process of adopting and using the solution. The workbook discusses how to define adoption activities, assign responsibilities, and establish milestones that help ensure the customer [...]