From the course: Engagement Preparation Best Practices for Customer Success Management
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Meetings best practice
From the course: Engagement Preparation Best Practices for Customer Success Management
Meetings best practice
(piano music) - Holding and attending meetings will be a core activity for the vast majority of customer success managers. These meetings will include internal meetings with the customer success team, wider internal meetings with others from within the CSM's own company, especially with members of other customer facing teams such as those from sales, marketing, customer services, and professional services departments, and of course meetings with customer stakeholders. It is my belief that in business in general, too many meetings are held more than are really necessary. Not only this, but again, in general, meetings are conducted inefficiently and take more time than really necessary to get their work done. That said, it must be remembered that whilst efficiency and productivity are both very important to the customer success manager, it is also important that CSMs find a working style and a cadence that fits the needs…
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