AMA: Hook VP, Customer Growth, Natasha Evans on Customer Success / Sales Alignment

I think all of the above can be great for this. Most companies us their CRM and a handover doc. Ideally in that handover doc is the business case they worked on with the ...

Our set-up is a little different here as we don't have Solutions Engineering right now (actually our technical implementation team take on this role). Context: Our CSMs o...

We regularly discuss this at LT meetings. I'll quite often do a churn retro or an overview of what's causing us risk, pull out the themes and present them back to the LT ...

We each run our own motion, but then we come together at the LT to present a combined number. I have 3 core components to how I run my renewals:1. Forecast call - bi-week...

This is tricky to answer, because it will look and feel really different in every organisation. For us it looks like this:Pre-close: Sales team are to set up an internal ...

I LOVE this question!!If I had the resource, I'd involved CS in every deal pre-sales. But sadly, I don't think any of us do. So we try to get involved in as many of the E...