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How do you suggest a high touch CSM can move into a digital touch CSM

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2 Answers
  1. Ben Terrill
    Ben Terrill

    Seso Head of Customer Success | Formerly Brex, Finn AI, Mobify • 5mo

    The fastest path is to build digital muscle intentionally and consistently. Block a set amount of time each day or week to learn the fundamentals of digital CS: segmentation, lifecycle journey design, experimentation, instrumentation, and measurement. Digital success is less about “being available” and more about designing repeatable systems that drive outcomes at scale, so you want to develop comfort with data, hypotheses, and iterative program improvement. If your organization doesn’t have a c ...Read More

    464 Views
  2. Nancy J Luscri (She/Her)

    Splunk Senior Director of Customer Success/Enablement • 2mo

    Making the jump from a high touch CSM to a digital touch CSM role is really about shifting your mindset from hands-on, personalized relationship management to leveraging technology and automation to engage customers at scale. Instead of dedicated success plans and regular face-to-face QBRs, you'll be working with standardized automated journeys, email campaigns, help centers, and in-app messaging to support a much larger pool of smaller customers with minimal direct involvement. Getting comforta ...Read More

    380 Views

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