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PCSMA Module 3 Workbook 2

Download This workbook explains the role of the Customer Success Manager during the adoption implementation phase. It focuses on how CSMs support the customer’s Success Program Leader (SPL) by applying project and program management practices, preparing for project kick-off, and managing the people involved in the implementation process to help ensure successful adoption.Covers:Role of the [...]

PCSMA Module 3 Workbook 1

Download This workbook explains how Customer Success Managers assess the customer’s current capabilities and readiness before moving forward with the engagement. It focuses on evaluating the customer’s existing people, processes, and tools to understand whether they are prepared to achieve the desired outcomes and where improvements or support may be required. Covers: Assessing the [...]