Impact Weekly

It's a Trap! How to Avoid These Common CSM Pitfalls


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ON TODAY'S EPISODE:

In this captivating episode of Impact Weekly, Johan and Lincoln continue their insightful discussion on the top five traps that Customer Success Managers (CSMs) face, focusing on traps three through five. They delve into each trap with depth, providing practical strategies for CSMs to not only avoid these pitfalls but to turn them into opportunities for growth, thereby enhancing customer success and satisfaction.

THIS WEEK'S QUESTION:

"What are the biggest traps you can fall into as a CSM, and how can you get out?"

TOPICS BEING ADDRESSED:

  • The Problem Solver: The inclination to focus solely on resolving customer issues, which can overshadow the primary goal of ensuring customer success.
  • Hope as a Strategy: Relying on hope rather than concrete, data-driven strategies to guide customer success efforts.
  • Yielding to Every Customer Demand: The risk of compromising the strategic direction by adhering strictly to all customer requests without critical assessment and alignment with success goals.

QUOTES:

  1. "Being a problem solver can distract from the real goal, which is to help the customer succeed, not just solve their immediate problems." – Johan (02:13)
  2. "Hope is not a strategy; we need to be data-driven and proactive in our approach to customer success." – Lincoln (11:17)
  3. "Solving for a problem without understanding the customer's goal can turn into a trap of its own." – Lincoln (14:32)
  4. "Simply doing everything a customer asks for doesn't guarantee success; it requires strategic thought and alignment with their goals." – Johan (20:47)
  5. "Avoiding these traps isn't just about steering clear of pitfalls; it's about proactively setting both the CSM and the customer up for success." – Lincoln (28:46)


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Impact WeeklyBy Johan Nilsson & Lincoln Murphy

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