Category: CCO

CUSTOMER SUCCESS TEAM CHARTER TEMPLATE

Customer Success Team Charter Template

All Resources> TEMPLATE Customer Success Team Charter Share: A customer success team charter is a document that outlines the purpose, goals, and objectives of a customer success team. It serves as a roadmap for the […]

Customer Success Strategy Roadmap Presentation

All Resources> GUIDE  Customer Success Strategy Roadmap Presentation Share: Do you want to optimize your Customer Success organization? The development of a customer success strategy has always been a crucial step in delivering effective results. […]

Customer Success Platform RFP Template

All Resources> TEMPLATE Customer Success Platform RFP Template Share: Choosing the right Customer Success software is a sure way of supporting your Customer Success team’s move from a highly reactive mode into being more proactive. […]

Customer Success System Assessment

All Resources> GUIDE  Assess your Customer Success Technology needs! Share: Here’s an interactive assessment to assess your customer success management system needs. Download this assessment to help you decide the following… Which CSM System you […]

Multi-faceted CSM Model

All Resources> GUIDE  Multi-faceted CSM Model Share: If you are in the process of building your customer success team, these slides will provide you with tips on how to improve your current capacity planning and […]