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CSM from the Trenches: Mentors – Ashley Correll, Chief Operating Officer, Beyond Insurance

ClientSuccess

Let’s get started with this week’s post! I would say the first place to start is truly understanding and being to articulate your whole scope of services. We’re located in Pennsylvania, Georgia, Colorado, Texas and New Jersey so having open communication and a central “hub” for all our client data is extremely important to our culture.

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7 Customer Success Mentors Share Ways to Improve “Customer Success as a Culture”

ClientSuccess

Let’s get started! I’ve also worked toward greater utilization of a reference program where we set up satisfied customers with potential prospects, which often results in a new sale. What’s keeping them up at night? We’ve compiled a list of answers from 7 Customer Success Mentors. What’s working for them?