CSM Mastermind #7: How do I build authentic and productive relationships with my Sales colleagues?

Available on all plans.

CSM Mastermind is a monthly, live online event that brings together CSMs from various backgrounds and industries to share their knowledge about common topics or challenges that CSMs face every day.

The next CSM Mastermind event, How do I build authentic and productive relationships with my Sales colleagues?, is scheduled for November 20th at 11am PT / 2pm ET.

Join our panelists - Shari Srebnick, Senior Manager Client Success at Searchmetrics; Carlos Sanchez, Client Engagement Manager at Forrester; and Chris Nelson, Customer Success Manager West at O'Reilly Media for a discussion on the practical ways you can build a strong foundation with Sales colleagues, including:

  • How can you help your Sales colleagues understand what a “best fit” vs. “bad fit” customer looks like?

  • What is the best way to help define expectations for new customers?

  • In your experience, what is the best way to handle a Sales to Customer Success handoff?

  • How can you communicate customer trends or indicators to Sales that will help demonstrate what a successful customer looks like?

  • How can you use to help Sales identify risk and uncover potential issues with customers during the sales discovery process?

To add this event to your calendar, submit questions for the panelists, or join the live event, visit the CSM Mastermind of the Learning Platform.