Trends Report

Customer Success Planners Must Address Four Questions When Designing Services

March 31st, 2020

Summary

Break down customer success into a series of manageable steps to offer the right services and staff appropriately. Each customer success organization needs to determine its own mix of services. Assign customer success services to appropriate teams and coordinate among those teams to reduce strain on the customer relationship. Decide which customer success functions require human help and which you can tackle with automation. Creating a customer success operations group ensures proper allocation within the customer success organization.

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