Practical Customer Success Management

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Practical Customer Success Management

Author : Rick Adams
Publisher : CRC Press
ISBN 13 : 0429594194
Total Pages : 396 pages
Book Rating : 4.4/5 (295 download)

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Book Synopsis Practical Customer Success Management by : Rick Adams

Download or read book Practical Customer Success Management written by Rick Adams and published by CRC Press. This book was released on 2019-06-14 with total page 396 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book contains so much common sense that my neck was getting tired from nodding my head in agreement so often." Peter Armaly, Senior Director Customer Success, Oracle "...a comprehensive review of the Customer Success role and responsibilities..." Anne Marie Ponder, Senior Manager, IT Infrastructure, Astellas Pharma US "...a must read playbook for all business leaders and customer success-focused professionals." Jason Noble, Global Customer Success and SaaS Leader "I wish a book like this existed when I started in Customer Success!" Cyn Taylor, Enterprise Customer Success Manager, LogicMonitor "...provides all the ingredients to create the right customer success strategy." Baptiste Debever, Head of Growth & Co Founder, Alkalab "...an invaluable resource for anyone with an interest in Customer Success." Adam Joseph, CEO, CSM insight "A structured and logical approach that will help new and experienced CSMs to bridge the gap between Customer Success theory and practical application." James Scott, General Partner, Success Hacker Customer success management is "the practice of helping customers to generate value from using our products" and it is a relatively new and fast-growing profession with many new CSMs coming into it from other customer-facing professions. Due to the speed with which the profession is undergoing change as it matures and expands, both new and existing CSMs need to keep abreast of customer success best practice. However there are relatively few books that provide much in the way of practical guidance for customer success practitioners and even less options for resources such as tools, templates and checklists that enable a consistently high quality approach whilst increasing the CSM’s productivity. Practical Customer Success Management is a practical guide book and comprehensive training manual for CSMs that provides a simple to follow, best practice framework that lays out the core steps at every stage of the customer journey to business outcome success. It describes and explains which situations each step applies to and provides recommendations for activities or tasks that the CSM can perform to complete each step, together with detailed guidance for successfully completing those activities. The book also includes a suite of tools and templates that enable rapid completion of tasks whilst ensuring consistency of approach both across multiple customer engagements and by multiple CSMs within a team.

Customer Success

Author : Nick Mehta
Publisher : John Wiley & Sons
ISBN 13 : 1119167965
Total Pages : 256 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Customer Success by : Nick Mehta

Download or read book Customer Success written by Nick Mehta and published by John Wiley & Sons. This book was released on 2016-02-29 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your business success is now forever linked to the success of your customers Customer Success is the groundbreaking guide to the exciting new model of customer management. Business relationships are fundamentally changing. In the world B.C. (Before Cloud), companies could focus totally on sales and marketing because customers were often 'stuck' after purchasing. Therefore, all of the 'post-sale' experience was a cost center in most companies. In the world A.B. (After Benioff), with granular per-year, per-month or per-use pricing models, cloud deployments and many competitive options, customers now have the power. As such, B2B vendors must deliver success for their clients to achieve success for their own businesses. Customer success teams are being created in companies to quarterback the customer lifecycle and drive adoption, renewals, up-sell and advocacy. The Customer Success philosophy is invading the boardroom and impacting the way CEOs think about their business. Today, Customer Success is the hottest B2B movement since the advent of the subscription business model, and this book is the one-of-a-kind guide that shows you how to make it work in your company. From the initial planning stages through execution, you'll have expert guidance to help you: Understand the context that led to the start of the Customer Success movement Build a Customer Success strategy proven by the most competitive companies in the world Implement an action plan for structuring the Customer Success organization, tiering your customers, and developing the right cross-functional playbooks Customers want products that help them achieve their own business outcomes. By enabling your customers to realize value in your products, you're protecting recurring revenue and creating a customer for life. Customer Success shows you how to kick start your customer-centric revolution, and make it stick for the long term.

The Customer Success Professional's Handbook

Author : Ashvin Vaidyanathan
Publisher : John Wiley & Sons
ISBN 13 : 1119624614
Total Pages : 297 pages
Book Rating : 4.1/5 (196 download)

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Book Synopsis The Customer Success Professional's Handbook by : Ashvin Vaidyanathan

Download or read book The Customer Success Professional's Handbook written by Ashvin Vaidyanathan and published by John Wiley & Sons. This book was released on 2020-01-15 with total page 297 pages. Available in PDF, EPUB and Kindle. Book excerpt: The definitive “Customer Success Manager How-To-Guide” for the CSM profession from Gainsight, who brought you the market-leading Customer Success The Customer Success Manager has become a critical asset to organizations across the business landscape. As the subscription model has spread from the cloud and SaaS to more sectors of the economy, that pivotal role will only grow in importance. That’s because if you want to compete and thrive in this new environment, you need to put the customer at the center of your strategy. You need to recognize you’re no longer selling just a product. You’re selling an outcome. Customer Success Managers (CSM) are committed to capturing and delivering those outcomes by listening to their customers, understanding their needs, and adapting products and services to drive success. Although several existing resources address the customer success imperative, there is no authoritative instruction manual for the CSM profession—until now. The Customer Success Professional’s Handbook is the definitive reference book for CSMs and similar roles in the field. This practical, first-of-its-kind manual fills a significant gap in professional customer success literature, providing the knowledge every CSM needs to succeed—from the practitioner level all the way to senior leadership. The authors—acknowledged experts in building, training, and managing Customer Success teams—offer real-world guidance and practical advice for aspiring and experienced CSMs alike. The handbook is written by practioners for practioners. An indispensable resource for front-line Customer Success Managers, this much-needed book: Demonstrates how to build, implement, and manage a Customer Success team Helps new CSMs develop their skills and proficiency to be more employable and grow in their careers Provides clear guidance for managers on how to hire a stellar CSM Presents practical tactics needed to drive revenue growth during renewal, expansion, and customer advocacy opportunities Explains proven methods and strategies for mentoring CSMs throughout their careers Offers valuable insights from Gainsight, the Customer Success Company, and the broader customer success community with more than a dozen of the industry’s most respected leaders contributing their perspectives Currently, with over 70,000 open positions, Customer Success Manager in one of the fastest-growing jobs in the world. The Customer Success Professional’s Handbook: How to Thrive in One of the World's Fastest Growing Careers—While Driving Growth For Your Company will prove to be your go-to manual throughout every stage of your CSM career.

The Customer Success Economy

Author : Nick Mehta
Publisher : John Wiley & Sons
ISBN 13 : 1119572762
Total Pages : 392 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis The Customer Success Economy by : Nick Mehta

Download or read book The Customer Success Economy written by Nick Mehta and published by John Wiley & Sons. This book was released on 2020-05-19 with total page 392 pages. Available in PDF, EPUB and Kindle. Book excerpt: If leaders aren't integrating their digital offerings into a philosophy of Customer Success, they will be defeated in the next decade, because technical excellence and other traditional competitive advantages are becoming too easy to imitate. The Customer Success Economy offers examples and specifics of how companies can transform. It addresses the pains of transforming organizational charts, leadership roles, responsibilities, and strategies so the whole company works together in total service to the customer. Shows leaders how their digital implementations will make them more Amazon-like Helps you deliver recurring revenue Shows you how to embrace customer retention Demonstrates the importance of "churning" less Get that competitive advantage in the most relevant and important arena today—making and cultivating happy customers.

Farm Don't Hunt

Author : Guy Nirpaz
Publisher : Guy Nirpaz
ISBN 13 : 9780692620939
Total Pages : 140 pages
Book Rating : 4.6/5 (29 download)

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Book Synopsis Farm Don't Hunt by : Guy Nirpaz

Download or read book Farm Don't Hunt written by Guy Nirpaz and published by Guy Nirpaz. This book was released on 2016-02-21 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: Across entire verticals of the economy the new normal is the recurring revenue business. Charging customers on a monthly basis, firms with this model have to play by an entirely new set of rules, rules which generally favor the customer over the seller. But this new model also opens up fantastic opportunities to provide and extract more value from the relationship as well. To create that value business needs to move away from a hunting mindset to a farming mindset. That change is the new paradigm of Customer Success. Many business leaders have heard of Customer Success but few understand what it really means to run their business from the Customer Success standpoint. Even fewer have the experience to build the Customer Success function and optimize its performance. As a pioneer in the field of Customer Success, Guy Nirpaz is acknowledged as one of the earliest proponents of this business realignment. In

The Art of Support

Author : Francoise Tourniaire
Publisher : Lulu.com
ISBN 13 : 1329873319
Total Pages : 389 pages
Book Rating : 4.3/5 (298 download)

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Book Synopsis The Art of Support by : Francoise Tourniaire

Download or read book The Art of Support written by Francoise Tourniaire and published by Lulu.com. This book was released on 2016-02-02 with total page 389 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you a customer success or support executive curious about adapting industry best practices to your organization? Are you a newly-promoted customer success or support manager with plenty of ideas, but not much management experience? Or are you an executive with no hands-on experience with customer success, but wanting to learn more about how to decrease churn and improve revenue expansion from existing customers? The Art of Support is a practical guide for managers and executives that answers your questions. In it, you will find: - Best practices for customer success and support, from designing customer lifecycle journeys, to managing day-to-day activities, to measuring results. - Nuanced recommendations to build or improve your organization. - Dozens of practical tools you can use right away such as customer scorecards, sample support portfolios, hiring checklists, decision trees for selecting support models, job ladders, and budget templates.

Managing Six Sigma

Author : Forrest W. Breyfogle, III
Publisher : John Wiley & Sons
ISBN 13 : 9780471396734
Total Pages : 296 pages
Book Rating : 4.3/5 (967 download)

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Book Synopsis Managing Six Sigma by : Forrest W. Breyfogle, III

Download or read book Managing Six Sigma written by Forrest W. Breyfogle, III and published by John Wiley & Sons. This book was released on 2000-10-11 with total page 296 pages. Available in PDF, EPUB and Kindle. Book excerpt: Advance Praise for Managing Six Sigma "This book is a unique blend of practical knowledge and cultural change, revolution and evolution strategies. I recommend that serious managers buy the book, spend some serious time reading, and then go out and use its lessons to make a name for themselves."-William Baker, Benchmarking/Knowledge Transfer Office, Raytheon Corporation "I believe Managing Six Sigma will be the new reference standard for the quality movement in coming years."-Robert T. Hunter, Executive Vice President, Rehnborg Center for Nutrition and Wellness "[The authors'] step-by-step process for integrating the tools of Six Sigma takes the mystery out of this methodology and, by itself, makes this book worth having."-Dennis Adsit, PhD, Vice President, Quality, Intuit "Breyfogle's Six Sigma deployment methodology is explained in detail for four different business processes: manufacturing, service, transactional, and development. . . . His 21-step plan for each business process is explained in a way that allows any type of company to perform a successful implementation."-Mark Feller, Director of Quality, Baker Electronics "Breyfogle teaches not only the wider application but also the deeper implications and in-depth implementation of Six Sigma deployment in organizations large and small."-Ram Josyula, President, gelrad.com Managing Six Sigma is the only book that provides both detailed coverage of Six Sigma techniques and effective methods for managing those who implement Six Sigma. With real-world case studies recounting the triumphs and pitfalls encountered during successful implementations at Motorola and General Electric-plus plans, checklists, and metrics to speed up the implementation process-this rich resource helps managers solve problems effectively and ensure a fast, smooth, and successful Six Sigma implementation.

Virtual Team Success

Author : Richard Lepsinger
Publisher : John Wiley & Sons
ISBN 13 : 0470872411
Total Pages : 85 pages
Book Rating : 4.4/5 (78 download)

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Book Synopsis Virtual Team Success by : Richard Lepsinger

Download or read book Virtual Team Success written by Richard Lepsinger and published by John Wiley & Sons. This book was released on 2010-09-09 with total page 85 pages. Available in PDF, EPUB and Kindle. Book excerpt: In today’s complex organizations it is not uncommon to have as many as 50 percent of employees working on virtual teams. As the “virtual revolution” continues to spread, how can companies ensure that virtual team collaboration is producing the desired results? Highly practical and easy to navigate, Virtual Team Success leverages the authors’ robust global research study and hands-on experience to provide an immediately usable resource for virtual team members and team leaders. This groundbreaking book is a hands-on, practical toolkit filled with down-to-earth examples and insights that can enhance the virtual team experience for everyone involved. The authors’ research study is one of the most comprehensive applied studies ever conducted on virtual teams, and all of the recommendations outlined are based on these findings as well as the authors’ years of experience helping virtual teams and virtual team leaders effectively lead and collaborate from a distance. To help organizations and leaders enhance virtual team performance, the book includes: Why Virtual Teams Fail—outlines the four pitfalls that frequently derail virtual teams Profile of High Performing Teams—addresses the characteristics of the most effective virtual teams and what makes them successful Virtual Team Launch Kit—provides practical guidelines and tools for successfully launching virtual teams How to RAMP Up Your Team’s Effectiveness—introduces a practical research-based model of virtual team effectiveness to improve team performance Profile of Top Performing Virtual Team Leaders—identifies the practices of the most successful virtual team leaders Facilitating High-Impact Virtual Meetings—includes tips and techniques to effectively lead “v-meetings” Virtual Team Success also includes practical resources for virtual team leaders, quick reference guides for diagnosing virtual team problems, and six lessons for virtual team success.

Business Process Management

Author : John Jeston
Publisher : Routledge
ISBN 13 : 113617298X
Total Pages : 689 pages
Book Rating : 4.1/5 (361 download)

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Book Synopsis Business Process Management by : John Jeston

Download or read book Business Process Management written by John Jeston and published by Routledge. This book was released on 2014-01-21 with total page 689 pages. Available in PDF, EPUB and Kindle. Book excerpt: This textbook provides organisational leadership with an understanding of business process management and its benefits to an organisation. It provides a practical framework, complete with a set of tools and techniques, to successfully implement business process management projects.

Business Chameleon

Author : László Károlyi
Publisher : iUniverse
ISBN 13 : 1491753420
Total Pages : 231 pages
Book Rating : 4.4/5 (917 download)

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Book Synopsis Business Chameleon by : László Károlyi

Download or read book Business Chameleon written by László Károlyi and published by iUniverse. This book was released on 2015-01-05 with total page 231 pages. Available in PDF, EPUB and Kindle. Book excerpt: A successful business executive helps you propel your business forward by sharing the successes and mistakes that hes learned over a thirty-year career. Divided into four sections that coincide with the changing seasons, the lessons allow you to excel when times are good and bad. The fifteenth and final story in each chapter is by a guest writer who provides a different point of view on an important business topic. There are lessons for autumn, when the world is changing; for winter, when new solutions should be sought out; for spring, when its difficult to implement new ideas; and for summer, when its time to reap the rewards of hard work. Get tools and strategies you need to: adjust to change so your business can thrive; keep calm under pressure and manage crises; combine tradition and innovation to achieve better results; strike a healthy balance between work and private life. By being creative, you can keep business surging in the right direction. All it takes is the determination to learn, plan, and adapt to change by being a Business Chameleon.

Managing for Success

Author : Steven R. Smith
Publisher :
ISBN 13 : 9780989748803
Total Pages : 150 pages
Book Rating : 4.7/5 (488 download)

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Book Synopsis Managing for Success by : Steven R. Smith

Download or read book Managing for Success written by Steven R. Smith and published by . This book was released on 2014-02-03 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: MYOU TOO CAN BECOME A SUCCESSFUL MANAGER"Practical Advice on the Most Important Components of Your Job as Manager or Supervisor" This, concise, 150-page guide is for open-minded people anxious to learn what they really should be doing (and how) as a managers of people and departments. It includes the best ideas I have discovered and applied throughout my 42-year career working for 15 companies of all sizes. Most of us never receive the training we need to be a good manager; but this book fills that void and covers a manager's most important duties and responsibilities, Included are chapters on how to manage your department, individual employees and even your boss. Take a look at the table of contents inside the book to get a better idea of all that is covered including how to hire, motivate, enrich jobs, set goals, delegate, coach, make decisions, conduct performance reviews, hold staff meetings, build trust, and much more. Like you, I was not trained to be a manager either. But I learned how through a lot of reading, studying, trial and error. It would have been much easier if I had a book like this early in my management career. But, YOU do have it. For a small price you can benefit from my experience, knowledge and advice. If you study and apply the practical advice in this guide, you too can jump-start your successful career as a manager or supervisor. Don't wait. Buy it now

Strategic Project Management Made Simple

Author : Terry Schmidt
Publisher : John Wiley & Sons
ISBN 13 : 047044293X
Total Pages : 314 pages
Book Rating : 4.4/5 (74 download)

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Book Synopsis Strategic Project Management Made Simple by : Terry Schmidt

Download or read book Strategic Project Management Made Simple written by Terry Schmidt and published by John Wiley & Sons. This book was released on 2009-03-16 with total page 314 pages. Available in PDF, EPUB and Kindle. Book excerpt: When Fortune Magazine estimated that 70% of all strategies fail, it also noted that most of these strategies were basically sound, but could not be executed. The central premise of Strategic Project Management Made Simple is that most projects and strategies never get off the ground because of adhoc, haphazard, and obsolete methods used to turn their ideas into coherent and actionable plans. Strategic Project Management Made Simple is the first book to couple a step-by-step process with an interactive thinking tool that takes a strategic approach to designing projects and action initiatives. Strategic Project Management Made Simple builds a solid platform upon four critical questions that are vital for teams to intelligently answer in order to create their own strong, strategic foundation. These questions are: 1. What are we trying to accomplish and why? 2. How will we measure success? 3. What other conditions must exist? 4. How do we get there? This fresh approach begins with clearly understanding the what and why of a project - comprehending the bigger picture goals that are often given only lip service or cursory reviews. The second and third questions clarify success measures and identify the risky assumptions that can later cause pain if not spotted early. The how questions - what are the activities, budgets, and schedules - comes last in our four-question system. By contrast, most project approaches prematurely concentrate on the how without first adequately addressing the three other questions. These four questions guide readers into fleshing out a simple, yet sophisticated, mental workbench called "the Logical Framework" - a Systems Thinking paradigm that lays out one's own project strategy in an easily accessible, interactive 4x4 matrix. The inclusion of memorable features and concepts (four critical questions, LogFrame matrix, If-then thinking, and Implementation Equation) make this book unique.

Strategic Customer Service

Author : John A. GOODMAN
Publisher : AMACOM Div American Mgmt Assn
ISBN 13 : 081441334X
Total Pages : 274 pages
Book Rating : 4.8/5 (144 download)

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Book Synopsis Strategic Customer Service by : John A. GOODMAN

Download or read book Strategic Customer Service written by John A. GOODMAN and published by AMACOM Div American Mgmt Assn. This book was released on 2009-05-13 with total page 274 pages. Available in PDF, EPUB and Kindle. Book excerpt: The success of any organization depends on high-quality customer service. But for companies that strategically align customer service with their overall corporate strategy, it can transcend typical good business to become a profitable word-of-mouth machine that will transform the bottom line. Drawing on over thirty years of research for companies such as 3M, American Express, Chik-Fil-A, USAA, Coca-Cola, FedEx, GE, Cisco Systems, Neiman Marcus, and Toyota, author Goodman uses formal research, case studies, and patented practices to show readers how they can: • calculate the financial impact of good and bad customer service • make the financial case for customer service improvements • systematically identify the causes of problems • align customer service with their brand • harness customer service strategy into their organization's culture and behavior Filled with proven strategies and eye-opening case studies, this book challenges many aspects of conventional wisdom—using hard data—and reveals how any organization can earn more loyalty, win more customers...and improve their financial bottom line.

Chief Customer Officer

Author : Jeanne Bliss
Publisher : John Wiley & Sons
ISBN 13 : 1118046935
Total Pages : 318 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis Chief Customer Officer by : Jeanne Bliss

Download or read book Chief Customer Officer written by Jeanne Bliss and published by John Wiley & Sons. This book was released on 2011-01-06 with total page 318 pages. Available in PDF, EPUB and Kindle. Book excerpt: Drawing on her first-hand experience at top companies as diverse as Lands’ End and Microsoft, Jeanne Bliss explains why even great corporations can drift to delivering mediocrity to customers, and she offers a proven solution to break the cycle. Different divisions and departments in corporations can fail to communicate and act as a team—they create silos instead of a superior customer experience. Jeanne Bliss shows in stark detail how profits suffer when businesses focus on their organizational charts and not their customer relationships. This book provides leaders the tools and information they need to overcome organizational inertia and deliver a meaningful customer experience. The author includes diagnostics to determine if a company’s core strengths, metrics, and systems improve or harm customer relationships. With all these tools, leaders can address the organizational challenges they face with an exhaustive review of the Chief Customer Officer role and an evaluation to determine the right solution for their culture and company.

The Seven Pillars of Customer Success

Author : Wayne McCulloch
Publisher : Lioncrest Publishing
ISBN 13 : 9781544516608
Total Pages : 344 pages
Book Rating : 4.5/5 (166 download)

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Book Synopsis The Seven Pillars of Customer Success by : Wayne McCulloch

Download or read book The Seven Pillars of Customer Success written by Wayne McCulloch and published by Lioncrest Publishing. This book was released on 2021-04-27 with total page 344 pages. Available in PDF, EPUB and Kindle. Book excerpt: As a customer success leader, whose insight do you rely on for success? Your field is still maturing, yet your profession is one of the fastest growing in the world. There are tons of books and blogs written by success professionals sharing their experiences and strategies, but how do you know what will work for your specific situation? Whose advice is the expertise you can trust? Wayne McCulloch has more than 25 years of experience in the software industry-years spent in training, adoption, and customer experience, the building blocks for customer success. Now he's sharing what he knows as a chief customer officer leading global success functions. In The Seven Pillars of Customer Success, Wayne provides an adaptable framework for building a strong customer success organization. From customer journey actions to the development of transformation advisors, you'll read detailed examples of how companies have put these seven pillars to the test. To create a culture of customer success and stand out in the marketplace, you need a proven framework and knowledgeable perspective-this book provides both, and more.

Literally

Author : Marnie Stockman
Publisher :
ISBN 13 : 9781646492114
Total Pages : pages
Book Rating : 4.4/5 (921 download)

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Book Synopsis Literally by : Marnie Stockman

Download or read book Literally written by Marnie Stockman and published by . This book was released on 2021-11 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Practical Customer Success Management

Author : Rick Adams
Publisher : CRC Press
ISBN 13 : 0429595484
Total Pages : 246 pages
Book Rating : 4.4/5 (295 download)

DOWNLOAD NOW!

Book Synopsis Practical Customer Success Management by : Rick Adams

Download or read book Practical Customer Success Management written by Rick Adams and published by CRC Press. This book was released on 2019-06-14 with total page 246 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book contains so much common sense that my neck was getting tired from nodding my head in agreement so often." Peter Armaly, Senior Director Customer Success, Oracle "...a comprehensive review of the Customer Success role and responsibilities..." Anne Marie Ponder, Senior Manager, IT Infrastructure, Astellas Pharma US "...a must read playbook for all business leaders and customer success-focused professionals." Jason Noble, Global Customer Success and SaaS Leader "I wish a book like this existed when I started in Customer Success!" Cyn Taylor, Enterprise Customer Success Manager, LogicMonitor "...provides all the ingredients to create the right customer success strategy." Baptiste Debever, Head of Growth & Co Founder, Alkalab "...an invaluable resource for anyone with an interest in Customer Success." Adam Joseph, CEO, CSM insight "A structured and logical approach that will help new and experienced CSMs to bridge the gap between Customer Success theory and practical application." James Scott, General Partner, Success Hacker Customer success management is "the practice of helping customers to generate value from using our products" and it is a relatively new and fast-growing profession with many new CSMs coming into it from other customer-facing professions. Due to the speed with which the profession is undergoing change as it matures and expands, both new and existing CSMs need to keep abreast of customer success best practice. However there are relatively few books that provide much in the way of practical guidance for customer success practitioners and even less options for resources such as tools, templates and checklists that enable a consistently high quality approach whilst increasing the CSM’s productivity. Practical Customer Success Management is a practical guide book and comprehensive training manual for CSMs that provides a simple to follow, best practice framework that lays out the core steps at every stage of the customer journey to business outcome success. It describes and explains which situations each step applies to and provides recommendations for activities or tasks that the CSM can perform to complete each step, together with detailed guidance for successfully completing those activities. The book also includes a suite of tools and templates that enable rapid completion of tasks whilst ensuring consistency of approach both across multiple customer engagements and by multiple CSMs within a team.