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Whats the best way to understand the customer’s Organisation adoption and when is the right time determined ti make cross-selling for new Sub-Products. How much does a CSM own it and when does Account Executive come into Picture?

Need some additional guidelines for making a good career path into Customer Success

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  1. Kiran Panigrahi
    Kiran Panigrahi

    Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • Sat

    I look at organizational adoption beyond just login or usage numbers as in who is using the product, how deeply, across which teams, and most importantly, whether it is driving quantitative business value. That context often reveals the right cross-sell opportunity. My view is that a CSM should own identifying the need and building the value narrative, while the AE owns the commercial process. The timing is right when the conversation feels like solving the customer’s next problem, not selling t ...Read More

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