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How do you run joint forecast and renewal pipeline reviews across Sales and CS leadership?

Customer Success / Sales Alignment
1 Answer
Natasha Evans
Natasha Evans•
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Hook VP Customer Growth • 6mo
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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...
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What change management practices have worked when shifting responsibilities between Sales and CS (e.g., moving renewals to CS)?How do you keep Sales and CS narratives (decks, ROI models, value hypotheses) consistent across the customer journey?
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