Customer Success Team Functions
@tags:: #lit✍/📰️article/highlights
@links::
@ref:: Customer Success Team Functions
@author:: zotero.org
2023-08-07 zotero.org - Customer Success Team Functions
Reference
Notes
CSM
- Page 2
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Dedicated SE
- Page 2
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White glove process
- Page 2
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VOC
- Page 3
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- [note::Voice of Customer?]
surge events
- Page 4
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Net promoter score (NPS)
- Page 5
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Customer health score
- Page 5
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- [note::Is this something I could help with? Seems interesting]
QBR
- Page 6
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Priority management based on customer weight
- Page 6
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- [note::How do we systematically prioritize tickets based on customer weight?]
Customer health score -> real-time notifications
- Page 8
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- [note::Perhaps something I could help with?]
Influence internal stakeholders with VOC
- Page 8
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Customer project tracking
- Page 9
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- [note::Definitely something I could help with]
License tracking (PAS)
- Page 9
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Application Engineer ○ Product adoption support ○ Documentation and training content owner ○ Customer facing tech stack owner (interfacing with Seth and Gerrod)
- Page 11
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