Always introduce your Customer Success Manager towards the end of the Sales Process. - SmartKarrot l Customer Success Software
Episode 34 1:31 September 14, 2023
Always introduce your Customer Success Manager towards the end of the Sales Process.

In this Episode

Towards the end of the Sales process is a great time because all those decision-makers are still engaged, the process is still going on, you have great access to all those people. And that’s a great time for your CSM to say, “I’m here for you.” Let’s talk about how you define success. How would you measure that?

Transcription

Pritwi
How do you then incorporate some of these structures of aligning towards beliefs, working towards a belief and getting key decision makers in your account to sort of align towards a common belief? How do you implement something like this?

Ed Powers
The best way to do that, like you said, is upfront in the sales process. When the deals at the five yard line… to introduce your customer success manager and say… Hey Charlie, I know we’ve got the paperwork in procurement right now, and I wanna introduce you to your new best friend. Here’s your customer success manager.

That’s a great time because all those decision-makers are still engaged, they’re active, the process is still going on, you have great access to all those people. And that’s a great time for a CSM to say, you know, I’m here for you. Let’s talk about how you define success. Have you thought about that? How would you measure that?

A lot of times a customer success manager can say, well, you know, you’re like a lot of my other customers, here’s how they do it, what do you think of that? Right. And if you can build those metrics, those proof points, if you will, from the very beginning, then you just watch for those, you facilitate those.

Modern, Intelligent
Customer Success Platform

Deliver Customer Outcomes at Scale

Book a Demo

Our Guests

Ed Powers

Meet the Host

Prithwi Dasgupta

Co-founder, SmartKarrot

Join Prithwi Dasgupta in his pursuit of Customer Success for All as he tracks the paths of trailblazers and unlocks founder insights. The Customer Success Intelligence Podcast is meant to spark conversation and ignite the CS community.

Follow along and share your thoughts.

Don't miss an episode!

Get notified of new episodes of The Customer Success Intelligence Podcast


    If you're customer-
    obsessed, let's talk.

    Recent Episodes (56 Episodes)


    GUESTS

    Guy Galon

    Customer Success Executive, Author and Advisor

    Episode 56

    1:20

    February 29, 2024

    GUESTS

    Jolyn Isabelo

    Head of Onboarding & Scaled Success APAC

    Episode 55

    1:29

    February 23, 2024

    GUESTS

    Nainesh Poojary

    Head of Customer Success - APAC

    Episode 54

    3:50

    February 22, 2024

    GUESTS

    Shivani Chaturvedi

    GUESTS

    Shivani Chaturvedi

    GUESTS

    Sunil Mehta

    Managing Director

    Resources & Insights

    Intelligent Customer Success Podcast Intelligent Customer Success Podcast
    NEW MICRO-PODCAST!

    Customer Success Intelligence Podcast

    In Episode 26, our CEO chats with Irit Eizips about the evolution of AI-Powered Customer Success.

    Customer Success Blog

    Articles & Blog

    Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.

    Customer Success Survey

    Customer Success Surveys

    We survey CS Teams from all over the world to get their feedback on current industry trends and what they see for the future of CS.

    Take SmartKarrot for a spin

    See how SmartKarrot can help you deliver
    winning customer outcomes at scale.

    Book a Demo