The Surprising Productivity Tips Every CSM Needs to Know
03/08/24 • 27 min
Step into the world of Customer Success Management with our CSM Practice Podcast episode: "The Surprising Productivity Tips Every CSM Needs to Know." In this engaging session, Bhavika Kochar, CS Ladies founder and community builder, shares her evolution from managing 45 to 300 accounts. Her journey, enriched by pursuing a Master's in Engineering Management at Duke University, epitomizes the spirit of a multifaceted professional. Learn how Bhavika leverages Excel, VBA, Tableau, and Zapier for deep data insights and explores the significant impact of automation in enhancing CSM operations.
Episode Highlights:
- Bhavika's strategic scaling of account management.
- The critical role of self-care and prioritization.
- Insights into using analytical tools for smart decision-making.
- The transformative effect of automation on customer success workflows.
- Actionable strategies to amplify your CSM productivity.
This episode delivers a wealth of productivity tips and expert advice, ideal for CSM professionals at any stage of their career. Bhavika's commitment to mentorship and community support, combined with a practical approach to CSM tools and automation, offers listeners a roadmap to professional development and improved customer success management.
Elevate your CSM strategy by applying these groundbreaking insights.
Watch the full episode here: https://youtu.be/ivXl-Un9bF0
#CSMPracticePodcast #CustomerSuccess #ProductivityHacks #CSMTools #Automation #ContinuousImprovement #ProfessionalGrowth
◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️
Additional Resources:
📑 Read: How to Prove Value to Customers
https://bit.ly/49gtLUb
📑 Read: How to Learn from Churn
https://bit.ly/48Xol0z
🎥 Watch: What it takes to become a Rising Star CSM finalist
https://youtu.be/YuvqG-ZiLWY
👉🏻 Whenever you’re ready...If you're an experienced executive building a CSM practice for the first time, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:
1️⃣ Steal My Customer Success KPI Cheatsheet
Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download.
2️⃣ Join 11,000+ B2B Executives and Leaders
I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.
3️⃣ Building or Leading a CSM Team for the First Time?
Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more.
📌 Visit our Website - CSM Practice
Step into the world of Customer Success Management with our CSM Practice Podcast episode: "The Surprising Productivity Tips Every CSM Needs to Know." In this engaging session, Bhavika Kochar, CS Ladies founder and community builder, shares her evolution from managing 45 to 300 accounts. Her journey, enriched by pursuing a Master's in Engineering Management at Duke University, epitomizes the spirit of a multifaceted professional. Learn how Bhavika leverages Excel, VBA, Tableau, and Zapier for deep data insights and explores the significant impact of automation in enhancing CSM operations.
Episode Highlights:
- Bhavika's strategic scaling of account management.
- The critical role of self-care and prioritization.
- Insights into using analytical tools for smart decision-making.
- The transformative effect of automation on customer success workflows.
- Actionable strategies to amplify your CSM productivity.
This episode delivers a wealth of productivity tips and expert advice, ideal for CSM professionals at any stage of their career. Bhavika's commitment to mentorship and community support, combined with a practical approach to CSM tools and automation, offers listeners a roadmap to professional development and improved customer success management.
Elevate your CSM strategy by applying these groundbreaking insights.
Watch the full episode here: https://youtu.be/ivXl-Un9bF0
#CSMPracticePodcast #CustomerSuccess #ProductivityHacks #CSMTools #Automation #ContinuousImprovement #ProfessionalGrowth
◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️
Additional Resources:
📑 Read: How to Prove Value to Customers
https://bit.ly/49gtLUb
📑 Read: How to Learn from Churn
https://bit.ly/48Xol0z
🎥 Watch: What it takes to become a Rising Star CSM finalist
https://youtu.be/YuvqG-ZiLWY
👉🏻 Whenever you’re ready...If you're an experienced executive building a CSM practice for the first time, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:
1️⃣ Steal My Customer Success KPI Cheatsheet
Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download.
2️⃣ Join 11,000+ B2B Executives and Leaders
I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.
3️⃣ Building or Leading a CSM Team for the First Time?
Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more.
📌 Visit our Website - CSM Practice
Previous Episode
The Ultimate Renewal Team Management Guide
Welcome to this engaging episode hosted by Irit Eizips! In this installment, we're joined by a special guest, Mark Mortimer.
Together, we delve into comprehensive insights on establishing and overseeing a successful renewal team, covering strategic planning to practical execution. Here are a few key points from our discussion:
- Mark Mortimer shares strategies for building a renewal team that is aligned with organizational goals and customer success.
- Discover how to create a renewal team that consistently delivers positive and exceptional customer experiences.
- From customer acquisition to effective account management, our podcast provides a complete roadmap for success in the realm of renewals.
If you play a pivotal role in ensuring your customers' renewals thrive, this episode is a must-listen!
Join us as they provide valuable insights and practical tips for crafting a high-performing renewal team.
Watch the full episode here: https://youtu.be/7OwNzxp55gQ
◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️
Additional Resources:
🎥 Video: How to OPTIMIZE Your RENEWAL PROCESS
https://youtu.be/YJWs3qlsub0
🎥 Video: 3 Ways To Increase Renewal and PREVENT CHURN: RETENTION Teams
https://youtu.be/oxNy-XOYkQY
🎥 Video: RENEWAL OWNERSHIP: Account Executive Vs. Account Manager
https://youtu.be/JiNO5V_35Z8
⏬ Infographics: Tips for Building a Winning Customer Success Team [Infographic]
https://bit.ly/3SjdkzE
⏬ Infographics:2022 Renewal Management Global Market Trends [Infographic]
https://bit.ly/3UiMzhA
📑 Blog: How to Scale the Customer Renewal Process Effectively
https://bit.ly/49bdNuB
📑 Blog: How to Optimize your Renewal Process
https://bit.ly/3HwRPGN
📑 Blog: Managing Renewals Early on in the Customer Journey
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👉🏻 Whenever you’re ready...If you're an experienced executive building a CSM practice for the first time, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:
1️⃣ Steal My Customer Success KPI Cheatsheet
Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download.
2️⃣ Join 11,000+ B2B Executives and Leaders
I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.
3️⃣ Building or Leading a CSM Team for the First Time?
Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more.
📌 Visit our Website - CSM Practice
Next Episode
The Ultimate Guide to Mitigate Customer Churn
Welcome to this engaging podcast episode hosted by Irit Eizips, featuring our special guest Adi Aloni, Senior Vice President of Customer Success at Folloze. Together, they unravel essential strategies for mitigating customer churn and preserving valuable customer relationships. Join the conversation as Adi shares insights on identifying and maintaining an Ideal customer profile, along with effective measures to prevent deals from going awry.
- Gain valuable perspectives from Adi, drawing from her wealth of experience as SVP of Customer Success at Folloze.
- Explore methods discussed by Adi and Irit for pinpointing and upholding an Ideal customer profile to enhance customer retention.
- Learn practical strategies to minimize the risk of deals turning sour, ensuring a smoother business operation.
Irit guides the discussion with her expertise and facilitates an enriching conversation alongside Adi Aloni. With a focus on customer success, this episode serves as a valuable resource for business owners determined to strengthen their customer base.
Don't miss the chance to gain insights from both Irit and Adi as they navigate the intricate landscape of customer churn management, ensuring your business remains resilient with long-term customer loyalty.
Watch the full episode here: https://youtu.be/ho49YwlOYZU
◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️
Additional Resources:
🎥 Video: How to Reduce SaaS Churn by Identifying At-Risk Customers Early
https://youtu.be/YGbTHo5OkdI
🎥 Video: How to Prevent Churn with CUSTOMER HEALTH SCORE
https://youtu.be/xynQDdq52y8
🎥 Video: 3 Ways To Increase Renewal and PREVENT CHURN: RETENTION Teams
https://youtu.be/oxNy-XOYkQY
📑 Blog: Customer Churn Analysis: Should you bother?!
https://bit.ly/49cu1nk
⏬ Download: Reduce Churn by Half in 12 months!
https://bit.ly/3un4E3u
⏬ Cheat sheet: Charging for Customer Success
👉🏻 Whenever you’re ready...If you're an experienced executive building a CSM practice for the first time, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:
1️⃣ Steal My Customer Success KPI Cheatsheet
Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download.
2️⃣ Join 11,000+ B2B Executives and Leaders
I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.
3️⃣ Building or Leading a CSM Team for the First Time?
Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more.
📌 Visit our Website - CSM Practice
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